ResourcesWMS implementation – this is what you need to know
Feb. 20, 2023
ERP

WMS implementation – this is what you need to know

Leor Barth

CTO

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Warehouse management systems (WMS) is a software program that helps organizations manage, monitor, and control their everyday warehouse operations. From when goods enter a warehouse to when they leave for their intended destination, WMS helps distributors, manufacturers, and wholesalers streamline their processes. With online sales projected to reach $476.5 billion by 2024, the need for an efficient WMS is real.

Modern WMS tools are delivered either as unitary software or module integrated with a more comprehensive ERP solution. WMS solutions come equipped with RFID tags and barcode scanners, AI automation features, and other advanced technologies. However, the key to WMS performance lies in its implementation. If you fail to plan before you start implementing, the chances are you will never reap the benefits of using a WMS.

Adopt tried and tested strategies to implement a WMS correctly the first time.

Rolling out a Warehouse Management System can be risky and complex, especially if you use other software programs. If you do not handle it carefully, you may create multiple duplicated copies. In addition, not training your staff to use the new WMS may result in the said WMS not being used. Hence, training your staff beforehand is essential.

If your warehouse is busy and goods are moving in and out, implementing a new WMS without proper precautions and planning can result in chaos on the floor. Most importantly, not foreseeing the ramifications of a new WMS at your warehouse locations can result in unplanned effects.

In short, you must consider various risk factors and implement a WMS correctly.

The five steps crucial to a successful WMS implementation:

Planning and preparation

The first step towards implementing a WMS is to plan and prepare for it. To begin with, create an implementation team that consists of a project manager, a warehouse manager, a database administrator, and a WMS expert.

The project manager ensures that everything goes according to the plan, while the warehouse manager helps understand the challenges and limitations of the warehouse itself. The database administrator will help take care of existing and new data, while the WMS expert will help you shop around. Once you have a team in place, brainstorm why you want a WMS in the first place.

Some of the reasons could include the following:

  • Not being able to fulfill orders on time.
  • Inefficient movement of goods within the warehouse
  • Theft and loss of goods
  • Inability to track and monitor every time in the warehouse
  • Not being able to manage stock or inventory in response to customer demand

There could be multiple other reasons. The next step should be to plan, prepare a budget, and communicate with different teams. When in doubt, speak to various vendors and seek their advice. Pick the one that agrees to work with you right from the outset — from the planning and preparation stage.

Priority’s WMS consultants will gladly work with you and your team to create an implementation plan.

Data migration and integration

Usually, existing databases contain a lot of duplicate data that causes errors and redundancies. It is crucial to cleanse the data and ensure it is up-to-date. Your database administrator should closely work with your new vendor to ensure that the data is migrated fully and correctly.

Vendors often provide data migration services but may only store your data for a short time. You can also lose data during cleansing attempts, which is one of the reasons you should work with an experienced database administrator to ensure that different formats and aspects are not lost during migration. It is also vital to create a backup of your existing data.

A new, modern WMS may not recognize legacy data. It is vital to transform data into a readable format in such situations.

In short, ensure that you pay extra attention to your existing database in advance for a successful WMS implementation.

Training your staff

Train your warehouse staff to use WMS before it is actually put to use. This includes ensuring they have enough time to learn, practice, and let go of their previous warehouse management processes. Some vendors provide online courses and training materials, while others take a more hands-on approach.

The cost of training may depend on where it takes place. For instance, it may be cheaper if your staff visits your vendor’s location. However, most vendors prefer to send their representatives to their clients’ locations and train warehouse staff on the job.

You can also designate an in-house trainer who is also a WMS expert. This person can assume the responsibility of training everyone using the software program. However, it is important to “train the trainer” as well.

At Priority, we offer various training options for our customers. Contact us today to learn how we can help your staff seamlessly learn to use Priority WMS.

Go live

Once you are sure that your chosen WMS aligns with your goals and plans, have successfully migrated your data, and have trained your staff on using the WMS, it is time to go live.

The first time a WMS goes live and end users start using it in real-time
is crucial for conducting further tests to identify any hurdles or roadblocks. The implementation team assigned at the beginning should carefully work with the vendor to ensure everything goes exactly according to the plan.

Minor challenges can be expected, but these can be ironed out when one learns about them. At Priority, we prioritize maintaining a line of communication post-go-live and ensuring that onsite support is provided quickly.

It is important to note that you may only need onsite support if it is warranted. Priority also offers web and telephone support during and after your WMS goes live.

Ongoing support and maintenance

A WMS can be delivered as a Software-as-a-Service (SaaS) solution, wherein the vendor may automatically update and maintain your product. However, if your WMS is deployed onsite, you may require maintenance and upgrades from time to time.

Onsite maintenance work often requires additional costs, which the client bears. However, technical and customer support should always be available during the implementation and post-implementation stages. Make sure you chat with your vendor regarding how these things work.

Inquire with your vendor about what kind of after-sales support they provide. After-sales support and maintenance should be ongoing, whether gratis, paid, or combined.

Most importantly, continue to track your key performance indicators (KPIs), and if something seems underwhelming, contact your vendor again to check how you can improve those metrics.

How Priority makes WMS implementation easier for your business

Priority’s WMS module is integrated with the Priority ERP system and does not require additional interfaces. It can be implemented easily and comes with several built-in features such as Pick, Pack, & Ship, Receiving and Put Away, support for mobile devices, etc.

Priority WMS can be implemented as a standalone module in an isolated area of your warehouse. Later, you can scale and implement it in other parts of your warehouse or network. It even comes with incremental shut-down capabilities, making it scalable in either direction.

We offer dedicated support to our customers and ensure that their journey toward streamlining their warehouse operations is successfully implemented. Get in touch with us today to learn how you can implement WMS successfully at your warehouse locations.

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Frequently Asked Questions

WMS Implementation & Process

What is a Warehouse Management System (WMS) and how does it help businesses?

A Warehouse Management System (WMS) is a software program that helps organizations manage, monitor, and control everyday warehouse operations—from goods entering the warehouse to leaving for their destination. WMS helps distributors, manufacturers, and wholesalers streamline processes, improve order fulfillment, and reduce inefficiencies. (Source)

What are the key steps to a successful WMS implementation?

The five crucial steps are: 1) Planning and preparation, 2) Data migration and integration, 3) Training your staff, 4) Go live, and 5) Ongoing support and maintenance. Each step involves specific actions such as forming an implementation team, cleansing and migrating data, comprehensive staff training, careful go-live monitoring, and continuous support. (Source)

Why is planning and preparation important for WMS implementation?

Proper planning and preparation help avoid risks such as duplicated data, operational chaos, and poor staff adoption. It involves forming a cross-functional team, defining goals, budgeting, and selecting a vendor that supports you from the outset. (Source)

How does Priority Software support WMS implementation planning?

Priority’s WMS consultants work with your team to create a tailored implementation plan, ensuring all risk factors are considered and the process is smooth from planning to go-live. (Source)

What are common risks during WMS implementation?

Risks include duplicated data, lack of staff training, operational chaos, and unplanned effects at busy warehouse locations. Addressing these risks requires careful planning, data cleansing, and comprehensive training. (Source)

How does Priority WMS handle data migration and integration?

Priority WMS ensures data migration is thorough and accurate by working closely with your database administrator. It supports transforming legacy data into readable formats and provides guidance on backups and cleansing to avoid data loss. (Source)

What training options does Priority offer for WMS users?

Priority offers various training options, including onsite training, online courses, and materials. Customers can designate an in-house trainer or rely on Priority’s experts for hands-on training. (Source)

What support does Priority provide during and after WMS go-live?

Priority maintains open communication and provides onsite, web, and telephone support during and after go-live. Onsite support is available when warranted, and ongoing technical and customer support is offered for maintenance and troubleshooting. (Source)

How does Priority WMS support ongoing maintenance?

Priority WMS can be delivered as a SaaS solution with automatic updates and maintenance. For onsite deployments, Priority offers maintenance and upgrades as needed, with ongoing support available to ensure optimal performance. (Source)

What built-in features does Priority WMS offer?

Priority WMS includes Pick, Pack & Ship, Receiving and Put Away, support for mobile devices, and incremental shut-down capabilities for scalable implementation. (Source)

Can Priority WMS be implemented as a standalone module?

Yes, Priority WMS can be implemented as a standalone module in an isolated area of your warehouse and later scaled to other parts or locations. (Source)

How does Priority WMS integrate with Priority ERP?

Priority’s WMS module is natively integrated with the Priority ERP system and does not require additional interfaces, ensuring seamless data flow and process management. (Source)

What are the main reasons businesses implement a WMS?

Common reasons include inability to fulfill orders on time, inefficient movement of goods, theft and loss, lack of tracking, and poor inventory management in response to customer demand. (Source)

How does Priority WMS help with incremental implementation?

Priority WMS supports incremental shut-down capabilities, allowing phased implementation in specific warehouse areas and later scaling to the entire network. (Source)

What ongoing performance tracking is recommended after WMS implementation?

It is important to track key performance indicators (KPIs) post-implementation. If metrics are underwhelming, contact your vendor for support and optimization. (Source)

Does Priority WMS offer support for mobile devices?

Yes, Priority WMS supports mobile devices, enabling warehouse staff to manage operations efficiently from anywhere in the facility. (Source)

How does Priority ensure customer support during WMS implementation?

Priority provides dedicated support throughout the implementation journey, including planning, training, go-live, and ongoing maintenance, ensuring a successful transition and streamlined operations. (Source)

What should I ask my vendor about after-sales support for WMS?

Ask about the type of after-sales support provided (gratis, paid, or combined), maintenance schedules, and how ongoing support is delivered to ensure your WMS remains effective. (Source)

Features & Capabilities

What core problems does Priority Software solve for warehouse management?

Priority Software addresses poor quality control, lack of data flow, poor inventory management, manual processes, fragmented data, and operational inefficiencies by centralizing data, automating workflows, and providing real-time visibility. (Source)

Does Priority Software support integration with other systems?

Yes, Priority Software offers over 150 plug & play connectors, unlimited API connectivity, embedded integrations, and supports ODBC, RESTful API, and SFTP for legacy data migration. (Source)

What industries does Priority Software serve?

Priority Software serves retail, manufacturing, automotive, healthcare, pharmaceuticals, technology, hospitality, and education, with tailored solutions for each sector. (Source)

Does Priority Software offer an open API?

Yes, Priority Software provides an Open API for seamless integration with third-party applications, enabling custom workflows and system extensions. (Source)

What technical documentation is available for Priority ERP and WMS?

Priority Software provides comprehensive technical documentation covering features, supported industries, and product capabilities. Documentation is available online for prospects and customers. (Source)

What are some key integrations available for Priority WMS?

Priority WMS integrates with hospitality and ERP systems such as SAP, Webhotelier, Ving Card, Verifone, TrustYou, SiteMinder, and more, supporting payments, access control, booking engines, and customer management. (Source)

How does Priority Software support automation in warehouse management?

Priority Software features built-in workflows and AI recommendations to automate repetitive tasks, reduce manual errors, and improve operational efficiency. (Source)

What analytics and reporting capabilities does Priority offer?

Priority provides hundreds of pre-defined reports and no-code reporting tools, enabling actionable insights for better decision-making and operational transparency. (Source)

How does Priority Software ensure scalability for growing businesses?

Priority’s cloud-based solutions are designed to scale with your business, supporting high-volume transactions and multi-location operations without complex upgrade paths. (Source)

What makes Priority Software easy to use?

Priority Software is praised for its intuitive interface, user-friendly design, and user-configurability for fields, logic, reports, and workflows, making it accessible for employees without heavy IT reliance. (Source)

How does Priority Software support no-code customizations?

Businesses can easily adjust workflows, layouts, and field names without IT support, enabling rapid adaptation to changing needs and reducing reliance on technical expertise. (Source)

Competition & Comparison

How does Priority ERP compare to SAP Business One?

SAP Business One is powerful but complex, expensive, and lacks multi-company capabilities. Priority ERP is affordable, easy to use, maintains the same platform (no forced migrations), and supports true multi-company operations with automatic inter-company processes. (Source)

How does Priority ERP compare to NetSuite?

NetSuite is a strong cloud ERP but is expensive and enforces contract lock-in. Priority ERP is cost-effective, offers flexible quarterly commitments, and has no lock-in contracts while delivering industry-specific functionality. (Source)

How does Priority ERP compare to Microsoft Dynamics 365?

Dynamics 365 requires heavy customization for industry needs and isn’t built for highly regulated industries. Priority ERP is user-friendly, flexible, customizable without IT support, and ensures compliance with FDA, GDPR, SOX, ISO9000, ISO27001, and SOC 2 Type 2. (Source)

How does Priority ERP compare to Acumatica?

Acumatica focuses on cloud ERP but lacks industry-specific features and has limited WMS. Priority ERP offers industry-tailored solutions, a native scalable WMS, ease of use, and flexible quarterly commitments with no lock-in. (Source)

How does Priority ERP compare to Odoo?

Odoo is open-source but has scalability limits and high implementation failure rates. Priority ERP provides structured implementation, scalability, proven methodologies, experienced partners, and quick user adoption. (Source)

How does Priority ERP compare to Microsoft Business Central?

Business Central requires heavy coding for industry features and lacks specialized functionality for manufacturing, retail, and pharma. Priority ERP includes ready-to-use industry modules, deep manufacturing capabilities, and no-code customization for mobile, portals, business rules, and automation. (Source)

How does Priority ERP compare to Sage X3?

Sage focuses on accounting, not full ERP, and customizations require coding. Priority ERP integrates accounting with analytics, automation, and industry features, supporting no-code customizations for apps, portals, workflows, and automation. (Source)

How does Priority ERP compare to Microsoft Navision?

Microsoft Navision has reached end of life, forcing businesses to migrate. Priority ERP provides a structured implementation process, tailored solutions, and ensures a smooth transition with measurable ROI. (Source)

Use Cases & Benefits

Who can benefit from Priority WMS and ERP solutions?

Priority’s solutions benefit distributors, manufacturers, wholesalers, retail chains, hospitality businesses, and educational institutions seeking to streamline operations, improve inventory management, and enhance customer experiences. (Source)

What pain points does Priority Software address for retail businesses?

Priority solves lack of real-time insights, operational inefficiencies, inventory inaccuracies, disconnected customer experiences, and high IT costs by centralizing management, automating workflows, and providing real-time data. (Source)

How does Priority Software help with order fulfillment challenges?

Priority provides end-to-end order fulfillment capabilities, optimizing order routing, inventory utilization, and automating workflows to solve complex fulfillment challenges. (Source)

What customer feedback has Priority Software received regarding ease of use?

Customers praise Priority ERP for its intuitive interface, efficiency, and user-configurability. It has a 4.1/5 rating on G2, with testimonials highlighting its simplicity and effectiveness. (Source)

Can you share specific case studies of customers using Priority Software?

Yes, examples include Solara Adjustable Patio Covers (accelerated workflows), Dejavoo (growth without increasing headcount), Nautilus Designs (30% growth in order volume), TOA Hotel & Spa (improved guest experience), and Dunlop Systems (increased trust in data accuracy). (Source)

What makes Priority Software a preferred choice for businesses?

Priority stands out for integration simplicity, single source of truth, cloud-based scalability, no-code customizations, advanced analytics, industry-specific features, automation, and recognition by Gartner and IDC. (Source)

Who are some notable customers using Priority Software?

Notable customers include Ace Hardware, ALDO, Adidas, Toyota, Flex, Dunlop, GSK, Teva, Outbrain, and Checkmarx, among others. (Source)

What roles and company types are best suited for Priority Software?

Priority Software is ideal for retail business owners, operations managers, CFOs, IT managers, and companies in retail, manufacturing, healthcare, technology, hospitality, and education. (Source)

How does Priority Software help businesses transition from legacy systems?

Priority offers a scalable, future-proof platform that evolves with your business, reducing downtime and minimizing disruption when migrating from outdated or unsupported systems. (Source)

Support & Implementation

What professional and implementation services does Priority offer?

Priority provides professional and implementation services to ensure smooth onboarding and optimal utilization of its software solutions, including dedicated consultants and tailored support. (Source)

How does Priority Software ensure a smooth onboarding process?

Priority’s onboarding process includes planning, data migration, staff training, go-live support, and ongoing maintenance, with dedicated consultants guiding each step. (Source)

What ongoing support options are available for Priority customers?

Priority offers web, telephone, and onsite support, as well as ongoing maintenance and upgrades for both SaaS and onsite deployments. (Source)

How does Priority Software help with staff training during implementation?

Priority provides various training options, including onsite, online, and in-house trainer programs, ensuring staff are fully prepared to use the software. (Source)

What is the role of the implementation team in Priority WMS projects?

The implementation team, including a project manager, warehouse manager, database administrator, and WMS expert, ensures all aspects of planning, data migration, training, and go-live are managed effectively. (Source)