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Typical Implementation Phases

Typical Implementation Phases

  1. Strategy and scope: Define service objectives, network scope, target operating model, and business case.
  2. Current-state assessment: Document processes, systems, data quality, pain points, controls, and integration dependencies.
  3. Future-state design: Establish planning policies, inventory parameters, fulfillment rules, warehouse processes, roles, and KPIs.
  4. Vendor selection: Issue requirements, evaluate demonstrations, validate references, and assess total cost of ownership.
  5. Data foundation: Cleanse and govern item, supplier, location, bill-of-material, inventory, lead-time, and transportation master data.
  6. Integration design: Connect ERP, procurement, suppliers, carriers, WMS, TMS, marketplaces, finance, and analytics.
  7. Configuration and extensions: Configure standard workflows first; limit customizations to justified differentiators.
  8. Pilot and testing: Perform unit, integration, volume, security, user-acceptance, and operational simulations.
  9. Deployment: Use phased, regional, process-wave, or controlled big-bang rollout as appropriate.
  10. Change management: Train users, suppliers, warehouse staff, planners, and managers; establish governance and support.
  11. Stabilization and optimization: Tune forecasts, safety stocks, workflows, labor standards, carrier rules, and exception thresholds.