Warehouse Management Implementation: A How-To Guide

Updating your warehouse management system can increase efficiency and lower your costs – but only if you choose the right software and implement it effectively. This post will walk you through each step of proper warehouse software implementation.

  • Step 1 – Scope Your Project:

    Scoping a project is a process in which you document your goals, deliverables, features and functions, deadlines, and tasks. The overall goal is to define what you want your system to do once it’s in place and to list out the steps it will take to get there. In many cases, this will mean bringing in an implementation specialist from your software team and working with them to make any necessary customizations. During this phase of the implementation, it’s critical for project managers to stay in contact with implementation specialists and developers to make sure work stays on schedule and on budget.

  • Step 2 – Configure and Test:

    Once the software is ready to be customized, the next step is to install and configure the system. After installing the software either locally or on the cloud, your tech team and implementation specialists will need to work together to configure the system correctly to work best for your company. It is essential that you allow enough time after installing the new software for the project team to test it thoroughly and iron out any kinks prior to training your staff.

  • Step 3 – Train Your Staff:

    After you complete exhaustive testing to catch and correct glitches, it’s time to teach! Pre-existing tutorials and custom resource docs can be very helpful throughout this process. You may also want to incorporate tests that need to be passed before an employee is considered proficient with the new system.

    The right training will also help you avoid wasting days of productivity when you make the switch. Make sure all your managers know how to create new users, complete their assigned tasks. Also be sure they know the system well enough to explain basic processes to their employees.

  • Step 4 – Go Live:

    It’s finally time to hit the gas! But first, make sure your project management team is available for troubleshooting. A new warehouse management system launch hardly ever goes as planned, and you need be prepared to address issues as they pop up over the next few days.

Although many are reluctant to switch to a new way of working, most companies find that they benefit immensely by adopting new, more powerful warehouse management systems.

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