WMS implementation is very often perceived as an IT project, while in practice it is primarily an operational, process-related, and organizational change. Even the best system will not deliver the expected results if the warehouse is not properly prepared for new ways of working and process standardization.
Many companies encounter difficulties during WMS implementation not because of technological limitations, but because the warehouse structure, data quality, and clear operational rules were not addressed beforehand. Therefore, the key question is not whether to implement WMS, but how to prepare a warehouse for WMS implementation in order to fully leverage the system’s potential.
Below we present a practical checklist that shows step by step what is worth paying attention to before implementing WMS and how to minimize the risk of problems already at the start-up stage of the project.
Why is preparing a warehouse for WMS implementation crucial?
WMS implementation very rarely fails for technological reasons. Most often, the source of problems is the lack of proper preparation of the warehouse for a change in the way of working. A WMS system organizes and automates existing processes – it does not replace their analysis nor eliminate organizational chaos that existed before.
If preparing a warehouse for WMS implementation is overlooked, the system begins to reinforce errors instead of eliminating them. Ambiguous processes, inconsistent data, or a lack of clearly defined operational rules cause users to quickly lose trust in the new tool. Team resistance emerges, system capabilities are limited, and the expected business benefits are not visible after go-live.
Therefore, WMS implementation should be treated as an operational and organizational project, not solely an IT one. The better the warehouse is prepared before system launch, the shorter the stabilization phase, the fewer operational errors, and the faster the return on investment (ROI).
WMS implementation checklist – where to start
We have prepared a practical checklist that step by step shows how to prepare a warehouse for WMS implementation. Following this sequence helps organize key areas before the project starts and significantly increases the chances of success.
1. Organize warehouse processes
Before you implement WMS, you must clearly understand how your processes currently operate.
Ask yourself the following questions:
- What does goods receiving look like step by step?
- How does storage operate?
- How is order picking carried out?
- How are goods dispatched?
- Where do errors and delays most often occur?
WMS will not fix chaotic processes – it will only “automate” them. Therefore, the first step should be their standardization and simplification.
2. Define the warehouse and location structure
A WMS system is based on a precise warehouse structure.
Before implementation, it is worth:
- Defining warehouse zones.
- Labeling storage locations.
- Establishing location types (racks, yards, buffers).
- Defining location capacities and constraints.
Without a consistent location structure, even the best WMS will not function properly.
3. Organize master data
The quality of input data determines the quality of system performance.
Before WMS implementation, you should:
- Organize item master records.
- Standardize units of measure.
- Verify product codes.
- Assign dimensions and weights.
- Review descriptions and item indexes.
Errors in master data are one of the most common causes of problems in the early phase of implementation.
4. Define storage and picking rules
WMS operates based on business rules.
With this in mind, we should define:
- location assignment rules (e.g. ABC/XYZ),
- FIFO/FEFO rules,
- order priorities,
- picking strategies (single order, batch picking, zone picking),
- order consolidation rules.
The better these rules are thought through at the start, the better the results WMS will deliver.
5. Prepare ERP integration
WMS does not operate in isolation.
It is necessary to clearly define:
- which data will flow from ERP to WMS (orders, items, contractors),
- which data WMS will send back to ERP (stock levels, documents, statuses),
- at which point in the process synchronization occurs.
Well-designed ERP integration is key to smooth system operation.
6. Prepare the team for change
WMS implementation is a change in how people work, not just the launch of a new system.
Therefore, it is worth:
- involving key users already at the analysis stage,
- clearly communicating project goals,
- preparing a training plan,
- accounting for a transition period (parallel operation of old and new processes).
Team resistance is one of the most common barriers to successful implementation.
7. Plan testing and a pilot
Do not implement WMS “into production” without testing.
Best practices include:
- ERP integration tests,
- warehouse process tests,
- performance tests,
- a pilot in a selected zone or product group.
This allows issues to be identified before they affect real operations.
8. Define success metrics (KPIs)
To know whether WMS works, you need a reference point.
Before implementation, it is worth defining:
- order picking time,
- number of warehouse errors,
- inventory counting time,
- warehouse staff productivity,
- on-time shipment rate.
After WMS implementation, these indicators will show the real effect of the project.
Proper warehouse preparation is half the success of WMS implementation
Going through the checklist points clearly shows that WMS implementation is not a one-time system launch, but a complex project involving processes, work organization, and people. Each of the described stages – from organizing processes and data, through warehouse structure, to team preparation and testing – directly impacts system stability after go-live.
In this context, WMS implementation should be treated as a process, operational, and organizational project, not solely an IT one. The system organizes and strengthens what has been well designed beforehand. If the warehouse is prepared, WMS becomes real support for daily work rather than an additional source of problems.
Well prepared modern warehouse:
- goes through the system go-live phase faster,
- reduces the number of errors and post-launch corrections,
- achieves measurable business results more quickly.
It is precisely the preparation of the warehouse for WMS implementation that largely determines whether the system becomes a tool for real efficiency improvement or merely another layer of technology without the expected return on investment.
Planning a WMS implementation? We can help!
At OPTIDATA, we know very well that the success of WMS implementation begins long before the system is launched. That is why we support Clients not only during implementation, but also throughout the preparation phase. We implement the WMS Invident system based on real operational needs, so that it operates stably from day one and delivers measurable results.
If you are planning WMS implementation and want to be sure that your warehouse is properly prepared – contact us and let’s talk about the best approach for your project. | CONTACT