WMS selection toolkit
The documents you need to run a WMS selection project from start to finish. Read each one on the page or download it as a Word template and adapt it to your project. No sign-up required.
Suggested order
- Clarify your need: the WMS or ERP module? tool and the operational diagnostic.
- Build a longlist: the WMS finder and the comparison page.
- Send the RFP / RFI; compare answers in the requirements matrix.
- Run scripted demos with the 2–3 shortlisted vendors.
- Hold reference calls and compare costs in the TCO calculator.
- Negotiate with the contract guide and start the project with the implementation plan.
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SET-01
WMS RFP / RFI template
An editable template for the WMS request for proposal (RFP) and request for information (RFI) you send to vendors: current state, requirements matrix, integration, security, commercial format and evaluation criteria.
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SET-02
WMS demo script guide
How to make vendors play out your own processes instead of a canned presentation: demo rules, sample data, 10 scenarios and a scoring sheet.
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SET-03
WMS reference call question list
A question list for calls with the vendor's reference customers: project, go-live, product, integration, support and relationship.
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SET-04
WMS implementation plan and go-live checklist
WMS project phases with deliverables and owners; testing, data migration, training and a go-live (go / no-go) checklist.
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SET-05
WMS contract guide
Clauses to check in WMS licence, subscription (SaaS), implementation and support contracts: licence scope, SLA, data ownership and KVKK, exit and data return, intellectual property.
This document is a general working template; it is not a substitute for legal, financial or technical advice. Adapt it to your circumstances.