What Does a WMS Evaluation Include?
Quick Answer
A WMS evaluation includes requirements gathering, a current-state operational audit, vendor and system scoring, integration assessment, and an implementation roadmap. The purpose is to define what the warehouse management system must do, compare suitable options consistently, and prepare the operation for a controlled rollout. Warehouse Cubed performs the evaluation, helps select the right WMS, and carries the project through configuration, integration, testing, training, launch, and post-launch optimization.
Detailed Answer
We use the evaluation to build a practical WMS implementation plan around five connected stages:
- Assess the operation: We review warehouse workflows, data accuracy, system performance, reporting needs, users, service levels, and operating problems. This establishes the WMS requirements and identifies process gaps that the new or updated system must address.
- Design and configure the solution: We translate the requirements into improved workflows, system roles, settings, rules, and reporting needs. When WMS selection is required, we compare suitable options against the documented requirements and implementation priorities.
- Implement and connect the WMS: Our team configures and tests the system and connects it with ERP platforms, automation, scanners, printers, reporting tools, and other warehouse technology. Integration responsibilities, data flows, and acceptance criteria are defined before launch.
- Prepare employees and launch: We develop documentation, train users, complete testing, and support cutover and go-live. The WMS implementation checklist assigns responsibilities and confirms that the system, data, integrations, and employees are ready.
- Improve performance after launch: We review system performance, user feedback, workflow results, and unresolved issues after implementation. Configuration and process adjustments help keep the WMS aligned with changing products, volumes, facilities, and operating requirements.
Warehouse Cubed manages this process from the initial evaluation through implementation and ongoing improvement. Visit our WMS evaluation and implementation services page to see how we approach the full project. Contact us to discuss your WMS requirements and implementation goals.