Characterizing the work processes and escorting implementation of the WMS and TMS systems

A successful implementation of the WMS (Warehouse Management System) is based on matching the processes and technologies to the organization's activity as well as systematic assimilation of the System


Typical project content:


Stage 1 – preparing an RFP specification and escorting the process until a WMS supplier is selected


  • Visiting the company's warehouse, meeting relevant position holders, conducting observations of the work processes and other activities – in order to study the processes, existing systems and needs

  • Preparing a characterization document of the work processes around the WMS system (by way of flowcharts), based on the existing processes and improvements to be suggested and examined in the existing processes

  • Preparing an RFP (Request for Proposals) document defining the system requirements in everything relating to general description of the warehouse building, WMS surroundings, reports and inquiries, and an Appendix of Work Processes

  • The list of main processes to be characterized:

    • receiving

    • storage

    • replenishments

    • transfers

    • picking

    • stocktaking

    • logical definitions

  • The material will be forwarded to you for preparation, followed by presentation of the work to you

  • During the presentation, a discussion of different subjects defined in advance will be held, as well as subjects which will come up in the meeting

  • Updating the RFP document according to the subjects raised in the meeting and issuing a final version

  • Distribution of the RFP to potential suppliers

  • Examining and comparing the proposals, including meetings with suppliers on their premises

  • Assisting in the negotiation and selection of the supplier most suitable for you

  • Assisting in issuing a Work Order to the winning supplier

  • End of Stage – issuing a Work Order to the supplier

  • Detailed specification with the selected WMS supplier at the client's site

This process takes about two months and included 1 or 2 five-hour meetings in those months

  • Setting the work configuration between the ERP and the WMS


Stage 2 – escorting the development, implementation, assimilation and launch


  • Detailed specification of the interfaces to the ERP and the automated systems

  • Defining the structure of locations at the warehouse – if we decide a change is required

  • Preparing a file of the warehouse's infrastructures

  • Uploading data of items, clients, etc. and keeping them updated

  • Defining cargo labels, shipment labels, signage, according to changes required in the process

  • Preparing a launch program of timetables for the different stages

  • Defining required tests for the interfaces

  • Defining required simulations

  • Preparing the transition plan from the aspect of continuous operation between the existing system and the new WMS system, with an emphasis on concurrent transition to another ERP software

  • Preparing a plan for transferring the real data between systems towards the launch

  • Examining the required manpower for the launch project

  • Characterizing the reports and inquiries which are required for ongoing operation

  • Ongoing support to the system administrator towards the change

  • Support throughout the dilemmas and problems raised during assimilation, launch, and running

  • Providing support throughout the launch and commissioning period, until the system has stabilized

  • After the launch, examining the ability to increase throughputs using the system

  • Checking that the system performs optimally – as set up in the strategies

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