WAREHOUSE WMS IMPLEMENTATION CHECKLIST

Created by ChecklistGuro (https://checklistguro.com)

--- PROJECT PLANNING & SCOPE DEFINITION ---
[ ] Project Goals and Objectives
[ ] Defined Project Scope (Inclusions & Exclusions)
[ ] Estimated Project Budget
[ ] Project Start Date
[ ] Projected Go-Live Date
[ ] Implementation Methodology (Agile, Waterfall, Hybrid) (Agile, Waterfall, Hybrid)
[ ] Key Stakeholders Involved (Warehouse Manager, IT Department, Finance Department, Logistics Team)

--- HARDWARE & INFRASTRUCTURE READINESS ---
[ ] Server CPU Cores
[ ] Server RAM (GB)
[ ] Network Bandwidth (Mbps)
[ ] Network Connectivity (Wired/Wireless) (Wired, Wireless)
[ ] Last Server Patching Date
[ ] Network Diagram (Optional)
[ ] Firewall Status (Enabled/Disabled) (Enabled, Disabled)

--- SOFTWARE INSTALLATION & CONFIGURATION ---
[ ] WMS Software Version Installed
[ ] Database Type (MySQL, SQL Server, PostgreSQL, Oracle)
[ ] Detailed Configuration Notes (e.g., server settings, port numbers)
[ ] License Type (Subscription, Perpetual)
[ ] Software Installation Date
[ ] Modules Installed (Receiving, Putaway, Inventory Management, Picking, Packing, Shipping)
[ ] Any Customization Details?

--- DATA MIGRATION & VALIDATION ---
[ ] Number of Records Migrated
[ ] Summary of Data Cleansing Actions Performed
[ ] Data Migration Method (Automated Script, Manual Import, Hybrid Approach)
[ ] Number of Data Validation Errors Found
[ ] Description of Error Handling Process
[ ] Date of Initial Data Migration
[ ] Data Validation Checks Performed (Completeness, Accuracy, Duplication, Format Validation)
[ ] Sample Data Validation Report

--- INTEGRATION WITH EXISTING SYSTEMS ---
[ ] ERP System Integrated? (Yes, No, Planning)
[ ] TMS System Integrated? (Yes, No, Planning)
[ ] Data Sync Frequency (hours)
[ ] Describe Data Mapping Process
[ ] Integration Method Used? (API, Flat File, Other)
[ ] Note any integration errors encountered
[ ] Last Integration Validation Date

--- USER TRAINING & DOCUMENTATION ---
[ ] Number of Users Trained
[ ] Training Program Outline Summary
[ ] Training Materials (e.g., Manuals, Presentations)
[ ] Modules Covered in Training (Select All That Apply) (Receiving, Putaway, Picking, Packing, Shipping, Inventory Management, Reporting)
[ ] Date of Last Training Session
[ ] Feedback from Trainees (Summary)
[ ] Training Delivery Method (In-Person, Online Webinar, Self-Paced Online Modules)

--- TESTING & QUALITY ASSURANCE ---
[ ] Number of Test Cases Executed
[ ] Number of Test Cases Passed
[ ] Number of Test Cases Failed
[ ] Summary of Critical Failures
[ ] Modules Tested (Receiving, Putaway, Picking, Packing, Shipping, Inventory Management)
[ ] Date of Last Test Run
[ ] Description of Defects Found (if any)
[ ] Overall Testing Status (Not Started, In Progress, Completed, Blocked)

--- GO-LIVE & POST-IMPLEMENTATION SUPPORT ---
[ ] Go-Live Date
[ ] Go-Live Start Time
[ ] Go-Live Notes & Observations
[ ] Critical Incident Count (First 24 Hours)
[ ] Post-Go-Live Support Escalation Routes (Level 1 Support, Level 1.5 Support, Level 2 Support, Vendor Support)
[ ] First Post-Go-Live Review Date
[ ] Summary of Post-Go-Live Issues & Resolutions
[ ] Post-Go-Live Acceptance Signature

--- SECURITY & ACCESS CONTROL ---
[ ] Authentication Method (Username/Password, Multi-Factor Authentication (MFA), Single Sign-On (SSO))
[ ] Maximum Login Attempts
[ ] Last Password Reset Audit Date
[ ] Role-Based Access Restrictions (Inventory Management, Order Processing, Shipping & Receiving, System Administration)
[ ] Detailed Security Audit Notes
[ ] Data Encryption Status (At Rest, In Transit, Both)

--- COMPLIANCE & REGULATORY CHECKS ---
[ ] Relevant Regulations (e.g., FDA, Hazmat) (FDA (Food and Drug Administration), Hazmat (Hazardous Materials Regulations), OSHA (Occupational Safety and Health Administration), ISO 9001, Other (Specify))
[ ] Summary of Compliance Requirements
[ ] Last Compliance Audit Date
[ ] Audit Score (if applicable)
[ ] Relevant Security Standards (PCI DSS, HIPAA, SOC 2, GDPR, None)
[ ] Description of any identified non-conformities
[ ] Supporting Documentation (e.g., Audit Reports, Certificates)

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