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Implementation Checklist
Implementation Checklist
Step-by-step checklist for warehouse automation projects
Overall Progress:
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Download Excel
Phase 1: Planning & Requirements
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Define project scope and objectives
Conduct current state assessment
Document business requirements
Define success metrics and KPIs
Establish project budget
Create project timeline
Identify stakeholders
Form project team
Phase 2: Vendor Selection
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Create RFP document
Identify potential vendors
Issue RFP to vendors
Review vendor proposals
Conduct vendor presentations
Visit reference sites
Negotiate contracts
Select final vendor
Phase 3: Design
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Develop detailed system design
Create facility layout
Define integration requirements
Design workflow processes
Plan data migration
Develop training plan
Create testing strategy
Obtain design approvals
Phase 4: Installation
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Prepare facility infrastructure
Install equipment
Install software systems
Configure network and IT
Integrate with existing systems
Conduct safety inspections
Complete documentation
Perform initial testing
Phase 5: Testing & Commissioning
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Conduct factory acceptance testing
Perform site acceptance testing
Test all safety systems
Validate system performance
Test integration points
Conduct stress testing
Document test results
Obtain sign-off
Phase 6: Training & Go-Live
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Train operators
Train maintenance staff
Train management
Conduct pilot operations
Develop standard procedures
Create support documentation
Plan go-live cutover
Execute go-live
Phase 7: Post-Implementation
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Monitor system performance
Address issues and bugs
Optimize operations
Conduct lessons learned
Document best practices
Plan continuous improvement
Review against KPIs
Close project
Implementation Tips
• Complete each phase before moving to the next
• Document all decisions and changes
• Maintain regular communication with stakeholders
• Plan for contingencies and delays
• Ensure adequate training for all users
• Monitor KPIs closely during go-live