SeanHoppe.com > About Sean Hoppe Consulting Group CLEO Engagements/History
CLEO Engagements/History:
Below is a listing of the CLEO clients we are currently engaged with or previously engaged.
Sean Hoppe Consulting Group's engagements involve the supporting of new and exsiting Cleo (EXTOL) customers.
Updated:Monday, August 1st 2022
Logistics company with approximately 750 trucks, 1,100 drivers, and network of 10,000 preferred carriers. (12+ months)
- Cleo Clarify, Cleo/EXTOL EDI Integrator, BizTalk
- ERP: Mercury Gate, TMW
- Clarify Transactions: X12: 940, 944, 945, 947, 846,
- Provide managed services to assist/train orgranizations end-users.
- Support Client with on-boarding Cleo/EXTOL EDI Integrator trading partners
Canada's leading transportation specialists that services all of Canada, the United States, and Mexico. (3+ months)
- Cleo Clarify, Cleo/EXTOL EDI Integrator
- ERP: Mercury Gate, TMW
- Clarify Transactions: X12: 940, 944, 945, 947, 846,
- Convert existing Cleo EDI Integrator trading partners to Cleo Clarify
TMW/3PL supply chain solution provider. (3 months)
- Cleo Clarify, Harmony -- SFTP
- Transactions: x12: 204, 214, 210, 990, 997
- Daily One-on-One training sessions via GotoMeeting
American multinational lead-acid batteries manufacturing company. (12+ months)
- Cleo EDI Integrator, Harmony, GoAnywhere
- Transactions: x12: 850, 810, 855, 856. EDIFACT: ORDRS
- ERP: JDEdwards World
- Provide Daily Managed Servces (8am-5pm) to internal/external customers.
- One-on-One Cleo EDI Integrator Training: Mapping 101, Trading partner on-boarding
- Review/Recommend Best Practices: Cleo EDI Integrator. JDEdwards World
- Document EXTOL EDI Integrator mappings to allow client to migrate to SAAS
Largest family-operated food distribution company in North America. (9+ months)
- Cleo Clarify, GXS, Harmony (FTP, SFTP, AS2)
- Transactions: x12: 850, 810, 855, 856
- Transactions: Proprietary: Spreadsheet, Flatfile, XML
- ERP: Legacy
- Able to commit 5 dedicated reources to customer's project
- Converted 100+ Cleo/EXTOL EDI Integrator trading partners/mappings to Cleo Clarify.
Canadian complete supply chain solution provider. (6+ months)
- Cleo Clarify, Harmony -- AS2/SFTP
- Transactions: x12: 204, 214, 990
- Daily One-on-One training sessions via Webex
- Provide best practice reviews of existing and future set-ups.
World's only full-service destination for photo, video, and electonics (12+ months)
- Cleo Clarify, Harmony (VLTrader)
- Transactions: x12: 810, 850, 856, 855, 832, 846
- Convert existing EBI 2.6 trading partner set=ups to Cleo Clarify projects (trading patner and core)
- Conduct internal user acceptance testing (UAT) of trading partners converted to Clarify.
- Provide best practice reviews of existing and future set-ups.
Redistributor of wire and cable, electrical products,and value-added services (6 months)
- Cleo EDI Integrator
- ERP: Legacy
- Transactions: x12: 810
- Interface with EDI trading partners to on-board new transactions
- Conduct end-to-end testing by generating internal invoice data and work with trading parnters to satisfy UAT requirements.
Third Party Adminsistrator (TPA) (24+ months)
- Cleo Clarify, Harmony (VLTrader)
- ERP: Legacy
- Transactions: flatfile . x12: 834, 837
- Design Cleo Eco-System from ground-up
- Create EDI mappings for new EDI trading partners.
- Provide support for daily issues.
- Establish/Maintain SFTP connectivity
Large Building Products Manufacturer (65 months)
- EDI conversion from Gentran to Cleo Integrator - 30 maps, 17 trading partners
- Transactions 850, 810, 856, 855, 210, 204, 870, 997
- Integrate JDE logic into Cleo EDI Integrator
- Interface with CommerceHub, SPS Commerce for Homedepot.com and Primesource
- Implement Cleo Clarify to handle non-EDI transactions
- Implement WinSCP to communicate via SFTP with Wells Fargo to exchange positive pay files
- FTP: EEI scripting to communicate with internal/external FTP servers
- AS2: Established AS2 communications with Lowes, 1sync, DoItBest.
- RPG / RPG-ILE / CL
3PL, ECommerce Fullfillment Organization (18 months)
- Cleo Clarify, Harmony (VLTrader)
- ERP: Legacy
- Transactions: XML. x12: 850,856,940,945
- Create EDI mappings for new EDI trading partners.
- Assist with migrating EDI trading partners off of SPS Commerce
Family Owned Coffee Distributor (2 months)
- Cleo Clarify
- ERP: SAP
- Transactions: x12: 810,850,855. cXML- Invoice
- Create cXML mappings to interface with national bank.
- Assist with daily functions of Clarify and SAP
Asset Based provider of Transportation and Logistics Services, with a Specialization in Energy Transport. (3+ months)
- Cleo Clarify
- ERP: Mercury Gate, TMW
- Clarify Transactions: X12: 204, 214, 990, 210
- Set-up Webservices to TMW via Clarify SOAP web services
Family Owned and Operated Full Line Wholesale Food Distributor (3+ months)
- Cleo Clarify
- Clarify Transactions: X12: 850, 851, 855, 856
- Walk end-user thru best practices of using Cleo Clarify (Version 2)
- Provide sample projects to assist customer with error notifications and EDI exit point monitoring
International Manufacturer/Distributor of Premium Spirits and Wines (60+ months)
- Cleo Clarify
- ERP: JDEdwards 9.1
- Smart Managed Services Customer
- Clarify/JDE Transactions: X12: 856, 850, 855, 856
- Clarify /JDE Transactions: non-EDI: multiple XML documents (inbound/outbound) each with multiple namespaces
- Set-up/test/document new schemas/rulesets/endpoints/collaborations business process scripts with EXTOL Business Integrator 2.6
- Set-up new AS2 communication partnerships with TPs/VANs using EXTOL Secure Exchange
- Perform EXTOL assessment to determine how to apply EXTOL/JDE best practices. Put forth EXTOL/JDE best practices by assisting current resources
- Migrate multiple EBI instances to interface with JDE 8.12 to JDE 9.1 (E1)
Baby Product Manufacturer (6 months)
- Cleo EEI
- ERP: Legacy (iSeries)
- EXTOL X12: 810,850,
- Create custom EXTOL RPGLE Exit Points to trigger post processing steps after inbound data translation
- Trading Parnter On-Boarding: Walmart.com, Target DVS
Global Customer Care and Billing Solutions provider that develops, implements, and supports proprietary software (6+ months)
- Cleo Clarify
- EXTOL X12: 810,867,814
- Assist customer with User Acceptance Testing between 115 trading partners and interbal business units
Leading warehousing and logistics service provider to wine and spirits importers (4+ months)
- Smart Managed Services Customer
- Cleo Clarify
- Set-up Smart Managed Services to allow Sean Hoppe Consulting Group and customer's end-users monitor for exception errors.
Transportation company :: general commodities,contract TL carrier. Operates in 48 states, and North America. (6 months)
- Cleo Clarify on Windows
- ERP: Legacy (iSeries)
- EXTOL X12: 204,210,214, 990
- Initial Clarify Set-up: Clarify Client, Server Install, EXTOL Secure
- Set-up Transportation Projects in Cleo Clarify. Allows for ease-of-use for additional trading partner on-boarding by customer.
Transportation company specializing in logistics, warehousing, and 3PL/4PL (6 months)
- Cleo Clarify
- ERP: Oracle
- EXTOL X12: 204,210,214, 990
- Initial Clarify Set-up: Clarify Client, Server Install, Cleo Warehouse, Dashboard EXTOL Secure
- Set-up Transportation Projects in Cleo Clarify. Allows for ease-of-use for additional trading partner on-boarding by customer.
A Global Company and a Major Player in the Sporting Goods Industry (12 months)
- Cleo Clarify
- Cleo EEI
- ERP: Legacy
- EXTOL X12: 850,810,855, 860, 856,
- Initial Clarify Set-up: Clarify Client Install
- TP On-boarding with SPS Commerce, Commerce Hub (Kohls.com, Direct Buy)
- Ship Confirmation set-up via Varsity Logistics
American Hand Tool Company. (6 months)
- Cleo Clarify
- Cleo/EXTOL JDE Adapter Package
- ERP: JDE World and E1
- Implement EXTOL / Cleo JDE Adapter Package.
- Assist users in migrating from TLi to Clarify
- Daily custom Cleo Clarify training courses to reinforce post Cleo training classes
- EXTOL X12: 850,810,855, 860, 856,
- Initial Clarify Set-up: SVN, Clarify servers (test / production), Dashboard, Clarify Client Installs
- Consult with customer to apply JDEdwards best practices such as using Who's Who (F0111)
Largest provider of Integrated Publisher Services in the United States. (7+ months)
- Smart Managed Services Customer
- Cleo Clarify
- Cleo VLTrader: Set-up AS2 connectivity to Amazon and Barnes and Noble
- ERP: MSSQL
- Set-up Smart Managed Services to allow Sean Hoppe Consulting Group and customer's end-users monitor for exception errors.
- EXTOL/MSSQL: X12: 850,810,855, 860, 856,
- Convert 26 trading partners from EBI 2.5 to Cleo Clarify (EBI 4.6)
Manufacturer of lighting control devices and lighting control solutions. (6 months)
- Cleo EEI
- ERP: JDE E1
- Assist with on-boarding of new trading partners and translate data into JDE E1.
- EXTOL/JDE Transactions: X12: 850,810,855, 870, 856,
- Teach in-house resources on using EEI - mapping, error resolution, trading partner on-boarding
Manufacturer of portable, residential, commercial and industrial generators (12 months)
- Cleo Clarify
- ERP: SAP
- Assist with migration of 120 trading partners from Gentran to Extol Business Integrator.
- Take EBI live with cutover from Gentran
- EXTOL/SAP Transactions: X12: 850.810, 870, 856, 812,820, 846
- Trading Partners (sample): Lowes, Lowes Special Order (SOS), Walmart/Sams, HomeDepot, Wayfair, Amazon, Amazon Dropship
- Set-up and Instruct on Dashboard 3.1 usage
- Educate in-house resources on using EBI - Auditor, Mapping, error resolution, trading partner on-boarding
- Utilize Gentran for data mapping, data samples, data extractions
- Set-up EXTOL Log of Warehouse (ELW) and fine-tune archive/purge process
International Footwear Manufacturer(12 months)
- ERP: ACS & Infor M3
- Trusted Link Transactions: X12: 850,850,855,860,810,856
- Develop RPGSQL programs to consolidate outbound interfaces, research day-to-day data related issues
- Assist end-users with day-to-day TLE support issues
U.S. Meatpacking/Distribution Company(18 months)
- Cleo Clarify
- ERP: Legacy and Infor M3
- EXTOL Transactions: X12: 850,850,855,860,810,856,867
- Non-EDI: flat-file
- Develop interfaces to process inbound/outbound EDI data to/from Infor XML formatted documents
- Assist end-users with day-to-day EBI 3 usage -- Auditor, Dashboard, SVN,
International 3PL and Supply Chain Logistics Company (12 months)
- ERP: Legacy MSSQL
- EXTOL Transactions: X12: 850,850,860,810,856,858,315,322,350,355
- Non-EDI: XML, flat-file
- Document EDI/Non-EDI mappings via XLS and SpecBuilder.
- Utilitize XMLSpy to update XSD (XML) transaction files
U.S. College Headwear Manufacturer/Distributor (8 months)
- Cleo Clarify
- EXTOL/SAP Transactions: X12: 850,850,810,856,855,997
- Create notification process to notify customer service reps when an inbound purchase order (850) is received and the details of the PO
- Document procedures to train users as EXTOL Services are performed.
- Create XSD via XMLSpy to interface with in-house order tracking program.
- Work with customer to create migration path to move EXTOL objects between test and production EXTOL servers.
U.S. Pet/Animal/Pest Control Distributor (7 months)
- EXTOL Transactions: X12: 204,210,850,810,855,856
- Create custom interface files for outbound 204 and inbound 210
- Update exisisting outbound 850 (Purchase Order) process dur to expanding scope of business requirements.
- Document step-by-step procedures to train users as EXTOL Services are performed.
U.S. Lighting Manufacturer/Distributor (12 months)
- EXTOL/JDE Transactions: X12: 850, 810, 855
- Perform EXTOL assessment to determine how to apply EXTOL/JDE best practices. Put forth EXTOL/JDE best practices by assisting current resources
- Create JD Edwards E1 A2A file transfer processes between multiple JDE environments and iSeries
- Document step-by-step procedures to train users as EXTOL Services are performed.
- Work with end-users to take EXTOL Business Integrator (EBI) Live; Document steps to create technical design document
U.S. Seasonal Gift Packaging/Gift Cards Manufacturer (2 months)
- Review Gentran mapping/RPGLE coding for Walmart transactions: 850, 855, 810
- Analyze Gentran related RGPLE (pre/post processing) to determine how to migrate individual transactions to EXTOL EDI Integrator for iSeries
- Make recommendations on how to best integrate EXTOL Secure between multiple installs of EXTOL EDI Integrator
U.S. Beverage Manufacturer/Distributor (5 months)
- Set-up/Test EXTOL/Oracle Transactions: 850, 875, 880, 810, 864, 856, 997
- Customize EXTOL Application Integrator for Oracle E-Business Suite (EBS)
- Customize Oracle parser files to meet legacy system business requirements
- Train end-users on AS2 communications migration from GIS to EXTOL Secure Exchange
- Remotely train end-users on EXTOL Business Integrator mapping basics, Application interfaces, trading partner interfaces, and EXTOL loggging/exception reporting
- Set-up/utilize EXTOL Dashboard 2.1 for Extol Business Integrator; Customize EBI rulesets to capture data for EXTOL Dashboard
National Homebuilder (14 months)
- EXTOL/JDE Transactions: X12: outbound 850, inbound 855, inbound 856
- Trading Partner onboarding with Electrolux, Whirlpool
- Install/Configure EXTOL Business Integrator; Install/Configure EXTOL Secure Exchange
- Install/Configure EXTOL Business Integrator; Install/Configure EXTOL Secure Exchange
- Work with end-users to take EXTOL Business Integrator (EBI) Live
Children's Toy Manufacturer (8 months)
- EXTOL/S2K Transactions: X12: 850, 855, 856, 810, 940, 945
- Provide 1st/2nd level EXTOL/S2K support
- Create customized daily reporting for EXTOL inbound/outbound exceptions
- Analyze/Provide feedback on existing mapping/automation/day-to-day support, Ie. Purge/Archving, Set-up EXTOL test environment, mapping of message reference fields
- Trading Partner onboarding with Kmart/CommerceHub, Sears.com/CommerceHub, Meijer.com/CommerceHub, Amazon
- Document step-by-step procedures to train users as EXTOL Services are performed.
Beverage/Sports/Music Licensed Product Manufacturer (4 years)
- EXTOL/SAP Transactions: X12: 850, 855, 846, 856, 810, 753, 754
- Cleo EEI
- Jitterbit Harmony and Studio
- Provide 1st/2nd level EXTOL/SAP support
- Extensive RPGLE programming to interface EDI transaction files with SAP iDocs
- Trading Partner onboarding with CommerceHub/Cabelas, GXS/Belk
- Assist customer with migrating from Cleo EEI to Jitterbit (Webservices and EDI)
International Appliance Manufacturer (8 months)
- EXTOL/SAP Transactions: X12: 850, 855, 846, 810
- Create/Test WebServices in EXTOL: Set-up SOAP/REST connectivity as consumer and provider between SAP and outside vendor.
International Telecommunications Cell Phone Provider (20 months)
- EXTOL/JDE Transactions: X12: 850, 810, 846, 869, 870, 864, 940, 997
- EXTOL/JDE Transactions: EDIFACT: DESADV,DELJIT,DELFOR,CONTRL,RECADV
- Interface/Communicate with ATT, Sprint, VerizonWireless, Verizon Landline, Cricket Wireless
- Customize EXTOL rulesets to accommodate unique JDE/Business requirements
- Develop EXTOL rulesets/processes to create various outbound spreadsheets and csv files -- XLS files
- Create notification process to alert to all errors including collaboration exit points
- Set-up/test/document new schemas/rulesets/endpoints/collaborations business process scripts with EXTOL Business Integrator 2.6
- Set-up new AS2communication partnerships with TPs/VANs using EXTOL Secure Exchange
- Set-up/utilize EXTOL dashboard 2.1 for Extol Business Integrator
- Create custom RPG programs to extract x12 unwrapped data (EXDINPP) from EXTOL EDI Integrator
- Interface with Audiovox JDE system/EXTOL EDI Integrator to develop EXTOL Busienss Integrator mappings
Food Manufacturer (15 months)
- EXTOL/JDE Transactions: 850, 810, 867, 869, 940, 945, 997
- Interface/Communicate with CH Robinson, DOT Foods, SYSCO and USFOODS (Itrade Network)
- Create notification process to alert to all errors including collaboration exit points
- Set-up/test/document new schemas/rulesets/endpoints/collaborations business process scripts with EXTOL Business Integrator 2.6
- Set-up new AS2 partnerships with DOT and iTrade, and CH Robinson
DST Healthcare Solutions - EXTOL Partner (17 months)
- Support/Develop/Maintain EXTOL Integrator and interfaces for 15+ healthcare insurance providers.
- Create/maintain EXTOL programs to interface with PowerSTEPP PST207/PST210 releases
- RPG / RPG-ILE / CL
- EXTOL Transactions: inbound/outbound 837 (P/I/D), outbound 835
North American producer of paper, linerboard and saturating paper (42 months)
- Assist customer migrate from EXTOL EDI Integrator 6.2 to Microsoft BizTalk 2010.
- EXTOL EEI mappings: 850, 810, 855, 856, 997
- EBI ruleset maintenance- 10 rulesets -- flatfile to flatfile
- Work with Amtech ERP to interface with EXTOL Integrator 6.2 and EXTOL Business Integrator 2.5
Arizona Beverages (42 months)
- EXTOL/SAP Transactions: 850, 875, 880, 810, 820, 864, 940, 997
- Customize EXTOL rulesets to accommodate unique SAP iDoc business logic
- Develop EXTOL rulesets to translate purchase orders/invoices with JBA ERP system
- Create new SAP document interfaces to interact with EXTOL Business Integrator
- Set-up/test/document new schemas/rulesets/endpoints/collaborations business process scripts with EXTOL Business Integrator 2.4
- Implement https webservices to transact sensitive bank lockbox information
- Set-up new communications AS2 with TPs/VANs using EXTOL Secure Exchange
- Set-up/utilize EXTOL dashboard 2.1 for Extol Business Integrator
Manufacturer of Lawn/Garden, Birding and Rodent Control products (9 months)
- EXTOL EBI Rulesets: 850, 810, 855, 856, 997
- EBI conversion for - 60 maps, 35 trading partners
Global producer and marketer of skin health and hygiene solutions (37 months)
- EXTOL EDI Transactions: 850, 875, 880, 810, 856, 997, 820
- EDI conversion for - 60 maps, 40 trading partners
- Assist in day-to-day EDI issue identification/resolution
- Work with trading partners on issue resolution and new document implementation
National distributor of natural food products (7 months)
- EXTOL EDI Transactions: 850, 875, 880, 810, 856, 997
- EXTOL Business Integrator: Proprietary data to DB2 tables
- Customized RPG/CLP programming for proprietary data files
- Train full-time employees on best practices of Extol Business Integrator 2.4
- Set-up/test/document new schemas/rulesets/endpoints/collaborations business process scripts with EXTOL Business Integrator
- Set-up new communications AS2 with TPs/VANs using EXTOL Secure Exchange
International Outdoor Power Equipment Manufacturer (10 months)
- EXTOL/MAPICS Transactions: 850, 810, 856, 997
- EDI conversion for MAPICS upgrade - 90 maps, 30 trading partners
Eastern US motor carrier (13 months)
- EXTOL Transactions: 204, 210, 214, 990, 997
- Set-up/test/document migration of Diamond Mine trading partners to EXTOL Integrator
- Create new TPs/mappings for EXTOL Integrator to integrate with ICC
- Use ICC extensively to test/develop EXTOL mappings
- Set-up new communications FTP with TPs
- CL Scripting
Foodservice provider (13 months)
- EXTOL Transactions: 810, 850, 856, 867, 820, 875, 880
- Interface individual transactions with multiple adapters (SQL, flatfile, XML)
- Migrate 55 active trading partners from EXTOL Integrator to EXTOL Business Integrator
- Migrate 56 active trading maps from EXTOL Integrator to EXTOL Business Integrator
- Integrate rulesets with SQL select, update, insert actions to accommodate missing/required data
Industrial Foam Manufacturer (11 months)
- EXTOL Transactions: 210, 211, 850, 810, 856, 997
- Integrate JDE logic into EXTOL Integrator
- FTP: EEI scripting to communicate with external FTP servers
- RPG / RPG-ILE / CL
Midsize HVAC parts manufacturer (28 months)
- Develop/test EXTOL maps to interface with JDE Z-files
- Transactions: 850, 810, 856, 855, 997
- Integrate RPG programming into EXTOL process to interface with JDE order entry files.
- Create inbound/outbound communication setups for secure FTP.
- RPG / RPG-ILE / CL
Clock/Home Furnishings Manufacturer (38 months)
- Develop/test EXTOL maps to interface with JBA files
- Transactions: 850, 810, 856, 855, 997
- Integrate RPG programming into EXTOL process to interface with JBA order entry files.
- Create inbound/outbound communication setups for secure FTP.
- Work closely with end-client to ensure successful testing.
- Provide daily managed services for EXTOL EDI Integrator and EXTOL Secure.
Buena Vista Home Disney Entertainment (13 months)
- Maintain/support EXTOL Integrator - 100 maps, 30 trading partners.
- Transactions 850, 810, 856, 855, 214, 846, 944, 820, 824, 830, 832, 861, 864, 867.
- Build/maintain daily transaction reporting.
- Initiate trading partner and transaction testing.
- Support Trailblazer UCCnet solution to exchange 1sync/UCCnet transactions.
- Create inbound/outbound communication setups for FTP and AS2.
Vista Healthplan (6 months)
- Perform day-to-day operations of EXTOL application interfaces.
- EXTOL integration development with PowerMHS.
- Generate EXTOL Trading partners, inbound/outbound x12 (837, 835, 277, 278, 834, 997), NCPDP pharmacy, and ACH
- Provide technical support between internal, external, business and trading partners.
Extol International (now Cleo Communications) (7 years)
- Integration of cross-platform technologies
- Perform full on-site EDI Integrator implementations
- Train intermediate and advance EXTOL Integrator classes
- B2B integration via EXTOL Business Integrator
- Lead support analyst for EXTOL Portal, EXTOL Secure, and Trailblazer products.
By: Sean Hoppe on