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WMS Implementation Plan Template

A well-planned warehouse management system implementation is crucial to the success of any business. Whether you are a small-scale or a large-scale company, implementing a warehouse management system checklist is a must for you. Our wms implementation checklist will help you make the right decisions for your warehouse management system implementation.

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WMS Implementation Team Recruiting
Map out implementation team requirements
Advertise for team members from across your organization
Ask department managers for recommendations for suitable candidates
Incentivize team membership with perks (for example extra day’s holiday, free food at meetings, cash bonus on completion of implementation)
Recruit your internal team members
Decide whether you need a WMS consultant
Recruit for the following positions
Managerial roles
Project manager
C-level sponsor
Technical roles
Application analyst
Application developer
Application test engineer
Consultancy Roles
Third-party consultant OR
Vendor consultant
User group representatives
Warehouse staff
Supply chain/logistics
Senior management
Change Management Plan
Create a change management plan
Clarify what implementation support your vendor is giving you and what you’ll need to provide internally:
Project management
Data migration
Forecast implementation costs:
Implementation services
Staff overtime
Extra temporary warehouse and management staff
Data backup/storage
Create an overall implementation timeline
Agree on a set of KPIs by which to evaluate WMS implementation success
Create a user engagement plan
Anticipate which employee groups a WMS implementation will affect the most
Inform employee groups of anticipated disruption so they can plan ahead
Signpost ways in which employees can flag up concerns or questions about the implementation project:
In meetings
Create a staff training timetable well in advance and ensure everyone is notified of their training slots
WMS Data Migration
Cleanse and verify your legacy WMS data:
Ensure customer contact details are correct
Cleanse redundant internal data, e.g out-of-date employee info
Cleanse redundant external data, e.g old supplier addresses and customer contacts
Configure databases
Map legacy data onto new database fields
Transfer data to the new system
Test and verify legacy data
Test and verify new data inputs, for example:
Inventory data (item location, stock)
Supply chain data (shipping addresses, fleet vehicle information, driver records)
Sales data (customer contact, history of orders)
WMS User Training
Identify key WMS user groups that need training
Decide which type of training suits your workforce best (e.g scheduled seminars for warehouse staff working on shifts)
Identify and train a handful of superuser candidates across all relevant departments
Identify areas where superusers could assist in training the rest of the workforce, for example:
Employee login and setup
Warehouse staff data entry
Low-level troubleshooting on the warehouse floor
Create your training schedule
Create your in-person training schedule - particularly important in shift-based workforces
Decide on deadline for completion of e-learning modules, if using
Agree on gamification incentives for completion of training
Key WMS user groups
Senior management
Accounting and finance
Warehouse staff
Supply chain workers
Sales team
GO-Live Plan & Initiation
Test your WMS before going live
Integration testing (eg SCM, ERP)
Functional testing
System testing
Performance testing
Stress testing
Usability testing with key user groups - supply chain, warehouse, sales, engineering, senior management, department management
Acceptance testing with key user groups - see above
Create a communication plan for on-the-day go-live activities during system downtime
Create and schedule data backup processes
Staff overtime
Temporary staff hours
Network speed and reliability checks
Conduct post-go-live tests on new WMS
WMS Implementation Evaluation
To Consider Immediately Post-implementation
Was the project on-schedule? If not
Did you have all the resources we needed to complete the project effectively?
Where were there gaps?
How could you fill them?
What went wrong, and how can you learn from it?
Are key user groups embracing the new WMS? If not:
To Monitor Continuously Post-implementation
Have productivity levels increased?
Have order fulfilment rates increased?
Has client satisfaction increased?
Have human errors decreased (e.g shipment errors, wrong due-date)?
Are your inventory processes more efficient?
Have accidental shortages decreased?
Is there less excess stock in your warehouse?
How many months post-implementation is your WMS producing a positive ROI?
Are staff continuing to develop workarounds as they get to know your WMS better? If yes, consider
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Make the right decisions with a warehouse management system checklist

When it comes to implementing a Warehouse Management System (WMS), choosing the right team is crucial. A talented team with the necessary skills and experience can help make your WMS implementation a success. Use Lumiform’s warehouse management system checklist and take all necessary steps for successful WMS implementation.

Once you have selected your team, it’s important to plan your WMS Implementation carefully. This involves creating a concrete strategy and designing an effective system that meets your business needs. Finally, ensure that everything is evaluated after the WMS has been implemented in order to determine its effectiveness.

The WMS implementation checklist has been organized into six categories by Lumiform, but it can be customized to suit your requirements as well as you can add up new elements via the App.


  • WMS Implementation Team Recruiting
  • Change Management Plan
  • WMS Data Migration
  • WMS User Training
  • Go-Live Plan & Initiation
  • WMS Implementation Evaluation
  • Please note that this checklist template is a hypothetical appuses-hero example and provides only standard information. The template does not aim to replace, among other things, workplace, health and safety advice, medical advice, diagnosis or treatment, or any other applicable law. You should seek your professional advice to determine whether the use of such a checklist is appropriate in your workplace or jurisdiction.
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