Partner on-boarding is the organizational process that transforms a new trading agreement into a working connection for a new partner, allowing him to send and receive messages using B2B Data Exchange.

The on-boarding process often involves multiple roles within the organization, each of which is responsible to perform one or more tasks to implement the trading agreement. Some of these tasks are performed in the B2B Data Exchange environment, while other tasks are carried out in external systems, like CRM and Accounting.

On-boarding a partner is implemented by using an on-boarding checklist, which contains all the tasks that must be accomplished to complete the on-boarding process. An on-boarding checklist might refer to some B2B Data Exchange tasks, like creating a partner and its accounts, or to tasks which are outside of the B2B Data Exchange environment, like opening a partner account in the accounting system. It is the responsibility of the operator to enter starting and ending times of each task in the process checklist, and to monitor the progress of each and every task.

The responsibilities for creating an on-boarding checklist are divided between the administrator and the operator.

The on-boarding checklist enables the operator to meet two responsibilities: