Phase 0 · Scoped during Discovery
Before we start
WMSi does: a discovery call on your buildings, shifts,
item count, and what breaks today. Produces a fixed written scope and quote against the
published rates.
You do: get us your Acumatica instance details and one
hour of your operations lead.
You leave this phase with: a fixed price and a dated
go-live target. Nothing has been signed yet.
Phase 1 · Week 1
Discovery and design
WMSi does: walks your warehouse
(remote by default, on-site when mutually agreed). Maps
your real receiving, putaway, picking and counting flows onto the system. Documents your
location naming, your zones, your ABC velocity picture and your exceptions.
You do: time from your operations lead and one
supervisor per shift, scoped during Discovery. Show us the workarounds — especially the
ones you are embarrassed about. Those are the ones that break go-lives.
You leave this phase with: a written configuration
design that you sign off on.
Phase 2 · Timing scoped during Discovery
Configuration
WMSi does: stands up your dedicated VM. Configures the
OAuth Connected Application against your Acumatica instance, then works through the build
in order: Warehouse Structure (location master, zone configuration,
putaway strategy, product separation rules, LP settings), Inbound
(receiving configuration, multi-user session setup, over-receive controls, LP label
design), Inventory Management (replenishment thresholds and hot lane
setup, cycle count scheduling and variance approval, quality hold SLA thresholds),
Outbound (picking configuration, packing method and carton master,
carrier credentials and rate configuration, the Acumatica transmission trigger),
Specialized Workflows (kitting and manufacturing, for customers who need
them), and the Platform Layer (security and permissions, notifications,
Salesboard, Warehouse Intelligence dashboards).
You do: answer questions and approve decisions — the
time this takes is scoped during Discovery. This is our heaviest phase and your
lightest.
You leave this phase with: a working system running on
your own data, in a test instance.
Phase 3 · Timing scoped during Discovery
Data and labels
WMSi does: validates item master, unit-of-measure and
location data against what the floor actually looks like. Builds your label templates in
the designer — pallet tags, LP labels, pick labels, shipping labels.
You do: time here is scoped during Discovery, and this
is the phase where your project can slip. We need current location data and an item
master that matches the rack. If fifteen years of drift live in your data, this phase is
where it surfaces.
You leave this phase with: labels printing on your own
printers, off your own data.
Phase 4 · Timing scoped during Discovery
Training
WMSi does: trains supervisors first, then operators —
on your devices, remote by default, with on-site available when mutually agreed. The
screens are built to be learned by doing, so this is shorter than you expect.
You do: time per operator and per supervisor — scoped
during Discovery based on your headcount and shift structure. Every scanning person
attends.
You leave this phase with: supervisors who can train
the next hire without calling us.
Phase 5 · Timing scoped during Discovery
Go-live
WMSi does: supports you closely — remote by default,
with on-site available when mutually agreed — from the first receipt of the first shift.
This is a hard cutover: we do not run your old process and the new system in parallel.
Watchpost monitoring is live
before the first scan, not after.
You do: run your warehouse. Pick your cutover day
deliberately — a lighter day of the week, and not month-end.
You leave this phase with: every receipt, pick, count
and shipment posting to Acumatica in real time.
Phase 6 · Hypercare, 4 weeks
Hypercare and after
WMSi does: daily check-ins for the first two weeks,
then weekly check-ins through week four, before moving to the standard support
relationship. Watchpost keeps reporting continuously, with no agent installed on anything
of yours.
You do: tell us what is annoying. Week-three complaints
are configuration tuning, and tuning is included.
You leave this phase with: a support relationship with
the people who built your configuration — not a ticket queue that has never seen your
warehouse.
The honest warning
Data is where WMS projects slip, at every vendor, including this one. We tell you in week
one exactly what we need and we chase it. If it is not there by the date we agree on
together in week one, the go-live date moves — and we say so at the time, rather than in
week six.