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WMS Implementation Plan Template

A WMS implementation begins with the selection of a talented team, followed by concrete planning and a final evaluation of the implementation. The WMS implementation checklist includes over 100 actionable steps for successful implementation, organized into 6 categories:

  • 1. WMS Implementation Team Recruiting
  • 2. Change Management Plan
  • 3. WMS Data Migration
  • 4. WMS User Training
  • 5. Go-Live Plan & Initiation
  • 6. WMS Implementation Evaluation
Rated 5/5 stars on Capterra

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WMS Implementation Plan Template

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

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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



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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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