Project Implementation Methodology

The implementation of the CIMS WMS follows a structured methodology designed to ensure smooth deployment, minimal operational disruption, and successful system adoption. Each phase includes defined objectives and tasks that guide the project from initial planning through system go-live and post-implementation support.

1. Project Startup and Requirements Review

Objective:
Develop a detailed project plan and schedule that incorporates the CIMS WMS options selected by the client.

Key Activities

  • Establish the project organization team and define communication and reporting channels between the CIMS WMS team and the client.
  • Conduct a facility tour to review layout, material handling processes, and operational procedures.
  • Organize on-site meetings to review CIMS WMS features and configuration options.
  • Select and prioritize standard system features that support rapid system deployment while allowing phased implementation of optional features.
  • Review the client’s fault tolerance requirements, including:
    • Backup procedures
    • Spare equipment requirements
    • Equipment maintenance response time requirements
  • Confirm training options and procedures.
  • Define the implementation strategy, including sequencing, phased deployment, and parallel processing requirements.
  • Plan and schedule a mobile device site survey.
  • Develop specifications for required equipment and third-party software.
  • Formalize purchase order data for project hardware, supplies, and third-party software.
  • Prepare and review the preliminary project plan.

2. Detailed Functional Review

Objective:
Define the operational functionality required by the client and design a solution that integrates required capabilities into the base system with minimal impact on deployment time and system quality.

Key Activities

  • Review CIMS WMS operational concepts and system configuration strategy.
  • Finalize specifications for:
    • Custom functional enhancements
    • Host system interfaces
    • Custom forms and reports
    • Database modifications
    • System testing plans
    • Test data requirements
  • Conduct the mobile device site survey and review the survey report.
  • Order survey-dependent mobile device equipment.
  • Develop the data conversion and system start-up plan, including handling:
    • Outstanding picks
    • Lost or found inventory
  • Update and refine the project plan based on confirmed requirements and customization needs.

3. Software Development/Modifications

Objective:
Develop and prepare system programs for integrated systems testing using test data identified during earlier phases.

Key Activities

  • Modify the CIMS WMS to incorporate client-specific requirements.
  • Develop or modify:
    • Custom forms and reports
    • Mobile device functionality
    • Client host interfaces
    • Warehouse and inventory labeling formats
    • User interface terminology based on client preferences
  • Develop the detailed system and host interface testing plan.
  • Collect and validate system test data.
  • Prepare training materials related to system modifications.

4. Computer and Mobile Device Hardware Installation

Objective:
Install and configure all required LAN and mobile device hardware and supporting software.

Key Activities

  • Install the mobile device network infrastructure.
  • Configure LAN hardware and third-party software.
  • Evaluate all hardware components within the production environment.

5. Site Preparation

Objective:
Configure the distribution center structure within the CIMS WMS and establish the foundation for operational system use.

Key Activities

  • Configure warehouse zones and locations in the system.
  • Import and verify location data.
  • Begin physical labeling of warehouse locations and staging areas.
  • Download the master SKU file from the host system.
  • Establish an ongoing process for printing and applying barcoded case labels to:
    • Incoming goods
    • Existing inventory lacking barcode identification.

6. Systems Testing and Installation

Objective:
Test and deploy a stable, fully functional system ready for production operations.

Key Activities

  • Install Phase I Inbound functionality for training and testing.
  • Install Phase II Outbound functionality for training and testing.
  • Evaluate host system interfaces.
  • Evaluate database initialization and data loads.
  • Validate all mobile device transactions.
  • Conduct full system functionality testing.

7. Training the Trainers

Objective:

Prepare client management and supervisory staff to effectively train and support system users.

Key Activities

  • Conduct training sessions for management and supervisory personnel.
  • Assist with training material handling staff.
  • Provide on-site training and retraining support during system go-live.

8. Go-Live

Objective:

Support the successful transition to live operations.

Key Activities

  • Configure employee security access for mobile devices and the CIMS WMS.
  • Execute the system conversion and start-up plan.
  • Conduct physical inventory validation and reconcile discrepancies with host system records.
  • Provide on-site support during initial operations followed by remote post-implementation support.

User Documentation

Clients receive the standard CIMS WMS user manual along with mobile device job aids.
Any client-specific enhancements to documentation can be developed on a time and materials basis.

Progress Reporting

Progress reporting occurs throughout the project lifecycle. These reports provide:

  • Updates on project milestones and progress
  • Notification of issues encountered and resolution strategies
  • Documentation of decisions made during the project
  • Records of any changes that may impact schedule, scope, or cost

This structured reporting ensures full transparency and keeps client management informed throughout the implementation process.