
IT Integration Readiness & Data Exchange Plan with 3PL
N.B. If available, upload recent management accounts, segment P&L, and peer public filings. Confirm whether [MetricList] definitions match peer disclosures.
📄 Prompt Template
Assess integration readiness between [ERP]/[TMS] and [3PLName]’s systems (WMS [WMS], EDI/API gateway) for [ServiceScope]. Map required data objects (orders, ASNs, inventory, shipments) and define message standards, endpoints, and retry logic. Produce a phased test plan, defect severity matrix, and incident management workflow to meet [GoLiveDate].
Output requirements:
Integration matrix table: Object | Direction | Standard (EDI/API) | Frequency | Owner | SLA.
Data mapping spec (bulleted) for [DataFieldsList] with validation rules.
Test plan: cycles, entry/exit criteria, and sample test cases.
Incident workflow swimlane (bullets) with RTO/RPO targets.
Placeholders to use: [ERP], [TMS], [WMS], [3PLName], [ServiceScope], [GoLiveDate], [DataFieldsList].