IBM Support

The Onboarding Process

Question & Answer


Question

The Onboarding Process

Answer

The Onboarding Process

Onboarding is the name of the process during which IBM? sets up your companyand your trading partners to access an IBM web service.

You will receive help from IBM in getting started.The following table shows the general sequence of steps in the onboardingprocess. The columns on the right show who performs the task: a designatedperson from IBM oryour company contact person. The steps after the table correspondto the steps in the table and provide additional information.

StepStep descriptionIBMYour company
1E-mailwelcome letter and onboarding questionnaire to your company contactperson for the IBM web service. X
2Return the completed questionnaire to IBM.X
3Grant access to the IBM web service.X
4Test your web service connection.XX
5Onboard trading partners.X
6Transition to Support.X
  1. IBM sends youa Welcome Letter and questionnaire.
  2. You send the completed questionnaire to IBM.
  3. IBM grants youaccess to an IBM web service.
  4. Test your connection working with IBM as necessary.
  5. IBM onboardsyour trading partners.
  6. After your trading partners are onboarded IBM sends you informationon how to contact IBM customersupport for assistance in the future.

Welcome Letter and Questionnaire

After you contractfor an IBM web service the IBM Onboarding groupe-mails a Welcome Letter and questionnaire to your company's contactperson for the service. The questionnaire requests information thathelps IBM set upyour connection such as:

  • document types to be sent and received (such as purchase orderand invoice)
  • format of documents to be sent and received (such as XML cXML)
  • names of trading partners

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Document Information

Modified date:
08 December 2018

UID

ibm10759763