TrueCommerce Facilitates Smooth EDI Migration for Kate Farms

• Migrating ERPs does not have to mean disrupting EDI operations. By engaging TrueCommerce early in the planning process, Kate Farms ensured all existing transaction types and trading partner requirements carried over intact to the new environment.
• The right integration partner removes risk from ERP transitions. Weekly migration meetings, a dedicated test environment, and close collaboration between TrueCommerce and Kate Farms meant there were no data integrity issues and no surprises at go-live.
• A trusted long-term partner is a strategic asset. Kate Farms never considered switching EDI providers during the transition. Nearly five years of responsive, reliable support made TrueCommerce an extension of the team rather than just a vendor.

Kate Farms, Inc. is a health and wellness company specializing in plant-based nutritional formulas and shakes for tube feeding and oral consumption. Serving hospital and homecare customers as well as individual consumers, Kate Farms is the number one prescribed plant-based brand. Their product line is USDA Organic, Non-GMO Project verified, vegan, gluten-free, and dairy-free, designed to meet the needs of those with specific dietary requirements, medical conditions, or personal preferences. What began as one family's life-saving mission has grown into a team of more than 200 people, serving hundreds of thousands of children and adults.

Kate Farms’ rapid growth made it clear that QuickBooks could no longer scale with the complexity of their operations. The company needed a new ERP platform capable of handling end-to-end tracking requirements specific to their industry, including lot number tracking and product expiration date monitoring. These capabilities were essential not only for internal operations but for proactively managing customer relationships in the event of product issues.

As Kate Farms moved forward with Microsoft Dynamics 365 Business Central as their new platform, a critical question emerged: could their existing EDI infrastructure survive the migration without disruption? Their concerns centered on maintaining data continuity, preserving access to all EDI transaction types, and ensuring their current processes could transfer cleanly into a new environment. Any gap in EDI functionality would have had direct consequences for their hospital, homecare, and retail trading partners.

Kate Farms engaged TrueCommerce, their long-standing EDI partner, at the very start of the Business Central evaluation process, before committing to the migration. A preliminary call with TrueCommerce provided the confidence they needed that all testing, mapping, and transaction continuity could be supported. As Monica McKenzie, Order Fulfillment Manager at Kate Farms, noted, after that meeting, they were confident there would not be any issues.

TrueCommerce assembled a dedicated migration team and established a structured cadence of weekly meetings throughout the project. A test environment was built for real-time validation, and all EDI mappings were carried over and verified before being transferred to the production environment. The team remained available throughout the process to make adjustments and resolve any challenges that surfaced. All transaction types required by Kate Farms’ trading partners were preserved, consistent with the prior QuickBooks integration.

The migration from QuickBooks to Microsoft Dynamics 365 Business Central was completed without disruption to Kate Farms’ EDI operations or their trading partner relationships. All data transferred cleanly, historical transaction records were preserved, and the team reported no data integrity issues throughout the process. For a company operating in the nutritional and medical products space, where lot tracking and product shelf life carry compliance and patient safety implications, this outcome was not a minor operational footnote. It was foundational to maintaining the trust of hospital systems, homecare providers, and other customers who depend on accurate, uninterrupted fulfillment.

Beyond the mechanics of the migration itself, the engagement reinforced the value of TrueCommerce as a long-term operational partner. The dedicated migration team, weekly check-ins, and responsive support structure gave Kate Farms the ability to execute a complex systems transition with confidence. McKenzie described the TrueCommerce team as fantastic, noting that they enabled the company to maintain all the transaction types their customers required.

Looking ahead, Kate Farms expressed full confidence that TrueCommerce has the in-house expertise to support customizations and evolving trading partner requirements as the company continues to grow. The Kate Farms experience demonstrates that for companies in regulated, high-stakes industries, the real measure of a technology partner is not just whether the software works, but whether the team behind it shows up when it matters most.