How to Make Your Transition from UBS to DDI System in 5 Seamless Steps

December 21, 2023
5 min read

This blog is for our customers currently using UBS for their distribution businesses. Since UBS is no longer undergoing active development, this blog will offer a few reasons why our UBS customers would be interested in empowering advantages of DDI System. However, it could also be useful for anyone who wants more information about the benefits Inform ERP brings to their distribution business.

The shift to Inform ERP is a strategic decision that opens doors to enhanced capabilities and robust features. This five-step process will ensure a seamless transition and a successful future for your business.

Advantages of Using DDI

Shifting to DDI System is optional. However, we feel it is a compelling alternative with ongoing development and dedicated resources. Inform ERP offers cloud support and installations that will allow your business to thrive in an environment where innovation isn’t just encouraged, but actively pursued.

Benefits of Inform ERP to You

Inform ERP is designed to adapt and develop with your business, offering a dynamic suite of resources that go beyond UBS capabilities. This includes WMS (RF), Cloud support, eCommerce integration, InformMobile – a mobile version of Inform ERP, and Electronic Signature Capture.

DDI System provides an industry-specific software tailored to your industry needs. Inform ERP delivers the convenience of having units of measurements consolidated under one product ID, margin-based pricing, and advanced tools like OrderPad for efficient management of history, kitting, and assemblies.

Benefits of Inform ERP to Your Customers

DDI System’s Electronic Data Interchange (EDI) enables companies to digitally transmit information between different business systems using a consistent format.

The following are key advantages of EDI:

  • Efficiency: Reduces the need for manual data entry, minimizing errors and speeding up document processing. This is valuable since retail has high volumes of repetitive transactions.
  • Cost Savings: Automates processes and reduces paper usage, which results in operational cost savings.
  • Accuracy: Standardized formats and automated processing enhance data accuracy and reduces error risks.
  • Quicker Transactions: Enables a faster exchange of information, leading to expedited business transactions.

EDI standardization establishes a consistent format for the exchange of business documents. It is crucial for efficiency of electronic transactions. The following are documents we support as part of EDI standardization:

  • 810 Invoice – Inbound (vendor) and Outbound (customer)
  • 850 Purchase Order – Inbound (customer) and Outbound (vendor)
  • 855 Purchase Order Acknowledgment – Inbound (customer) and Outbound (vendor)
  • 856 Advanced Ship Notice – Inbound (customer) and Outbound (vendor)
  • 997 Functional Acknowledgment (information received) – Inbound (customer) and Outbound (vendor)

Another valuable asset delivered by DDI System is InformMobile, empowering your customers with seamless access to essential ERP features through a web-based browser. It provides your customers with real-time access to pricing and inventory. Additionally, it equips your customers with the ability to enter sales orders and quotes seamlessly.

We’ve discussed many benefits that both UBS users and their customers can leverage by upgrading to Inform ERP. Now that we understand the benefits, we can explore the steps designed to ensure a smooth transition from UBS to DDI System.

Steps to Upgrade from UBS to DDI System’s Inform ERP

Step 1 – Contact Advantive Sales Team

The first step to upgrading to a more robust ERP software is to reach out to our sales team. Our knowledgeable team will guide you through the whole process, highlighting the innovative software that awaits your business. You can contact our team via website (, email ([email protected]), or phone (656-444-9855).

Step 2 – Schedule & Attend an Informational Call with an Account Manager

Next, you’ll work one-on-one with one of our Account Managers, who will guide you through the process and address your unique needs and concerns. You’ll schedule a meeting and attend an informational call to learn more about the features and benefits of DDI System’s Inform ERP.

Step 3 – Schedule a Demonstration

Schedule and attend a software demonstration with your account manager after the informational call. We’ll take you through a personalized demonstration that showcases the capabilities of Inform ERP and addresses your specific software requirements.

Step 4 – Go Through Proposal Process

During this process, you will receive a tailored proposal that aligns with your business goals and demonstrates the value of transitioning to DDI System. We will work together with you to state the problem, the solution, how and why our software matches your needs, the timeline, pricing, and billing.

Step 5 – Begin the Project Process

With the contract terms finalized, you will embark on a collaborative journey guided by our team. This phase marks the start of your transition to DDI System’s Inform ERP. We will ensure you have a positive and smooth integration.

Throughout this blog, we’ve highlighted the positive aspects of the transition to Inform ERP and provided a clear roadmap through the five-step process. UBS users can embrace innovation, future-proof their ERP and WMS systems, and ensure ongoing support during this exciting transformational period. Reach out to our knowledgeable team at! We’re here to make your move to DDI System’s ERP as seamless as possible.