RFP Templates Simplifying Software Selection Request for Proposal RFP Home

Warehouse Management Software

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RFP Template for Selecting WMS Software Accurately





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Select WMS Software Reliably

Use this WMS software RFP Template containing over 3,200 WMS requirements to accurately select Warehouse management software (WMS) best suited to your needs. These Warehouse management (WMS) software requirements are written specifically for complex Warehouse environments involving mobile computers, radio frequency identification (RFID) technology, real-time dashboards, mobile WMS apps, and much more, enabling you to:

  BBB Details
  • Eliminate overlooked WMS requirements - Identify ALL your organization's needs in detail.
  • Obtain easily evaluated vendor proposals that address ALL needed WMS software features
  • Assess the Risk inherent in proposed Warehouse management software
  • Compare WMS software in terms of Features, Risk, Usability, and Financial Impact
  • Select WMS software that best fits ALL your organization's requirements
WMS System
RFP Sample

Actual screens and requirements from this WMS software RFP and matching response evaluation matrix are shown below to illustrate how they enables you to successfully identify all critical WMS selection requirements, then evaluate, select, and implement the best Warehouse management software solution for your company's needs.


Select the Best WMS Software

with these -

Comprehensive WMS System Requirements

Eliminate wasted time during the WMS selection process!  Minimize the risk of picking the wrong system. Reduce the time spent researching and developing requirements from scratch, since all tools are ready-to-use with a list of over 2,350 warehouse management (WMS) software selection requirements (categorized below).  This enables you to immediately conduct user needs surveys, query vendors about complex WMS software systems, and conduct effective software demonstrations - everything needed to select WMS software successfully!

NOTE: The importance of using detailed, quantitative selection criteria, and how to easily identify them, are found in How to Select WMS Software.

This requirements checklist and RFP address all industry standard WMS topics, including planning and compliance, loading management, dock scheduling, fleet management, mobile computing, and much more, all to ensure the optimum fit to your current and future requirements.

warehouse management software (WMS) requirements

Please Note: The above is just a summary list of WMS requirements categories in graphical format. A MS Word version of the above WMS system selection criteria plus many others is available in our FREE MS Word RFP Template download.

If you don't see what you need, or have questions about what type of WMS software system is best for your operations, please Contact Us!  We have more than 20 years of direct "hands-on" WMS experience in operations ranging from small to Walmart-size. Our advice and support is always free!

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    SAVE WEEKS, even MONTHS OF TIME by using thousands of professionally written WMS software RFP statements & questions to communicate your WMS software system requirements quickly and accurately. No need to re-invent the wheel. View typical RFP Table of Contents.

View DETAILED WMS software requirements!

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    IDENTIFY Feature AVAILABILITY & DELIVERABILITY. Unlike other RFPs, Infotivity RFP Masters automatically collect the information needed to identify BOTH the AVAILABILITY of software features, and their DELIVERABILITY, i.e., HOW those features will be delivered. Each RFP Master includes a Feature Support Matrix (FSM) to automatically capture this information, which can be used to create very accurate and reliable Warehouse management software system implementation schedules. View samples here.
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    Determine RISK and SUPPORTABILITY. Warehouse Management RFP Masters automatically evaluate vendor response data collected to quantitatively determine the SUPPORTABILITY INDEX of each proposed software system. This index ranks the potential support problems inherent in each proposal. Accurately compare the amount of ongoing support needed to keep each proposed WMS software system up and running. Measure the true impact of each system on your business over the long term.
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    WORKFLOW TOPICS ensure the proposed Warehouse management software can be fully integrated and utilized to enhance business procedures at all levels of the enterprise. View Workflow samples here.
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    VENDOR RESPONSE VALIDATION saves time and effort, and reduces errors, when evaluating vendor WMS proposals. View example here.
For a more detailed description of a vendor RFP response validation Click Here!
    EASILY CUSTOMIZED to meet your unique Warehouse management system needs, using basic Excel techniques.
    PROVEN MS EXCEL TECHNOLOGY. Everybody already knows Excel. Save time & effort across the board!
    No installation, no learning curve.

Included with this WMS RFP for Free all evaluation & comparison tools for more detail see below....
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    "APPLES-to-APPLES" COMPARISON of vendor RFP responses (proposals) is assured by extensive use of quantitative RFP questions and full vendor response validation. Compare proposed WMS system software features side-by-side faster and more accurately with the fully automated Color Comparison Chart matrix included with this Warehouse management RFP at no extra charge. View a typical comparison here.
To see all evaluation & comparison tools included with this WMS RFP Click Here!
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    "WMS Response Evaluation Ratios (scores) help you save time. View a typical evaluation ratios here.
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    AUTOMATED WEIGHTED GRADE POINT SCORING is a quantitative measure of how well a proposed WMS system matches up to your business priorities. This graph compares the overall total scores for each proposed Warehouse management system. This Score is based on all WMS vendor responses except Pricing and Vendor Background. View sample 3-D Bar Chart comparison here.
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    Feature Delivery Methods This graph compares HOW each WMS vendor is planning to deliver the proposed Warehouse management system. The bars show how much of each competing system is going to be delivered Fully Supported "out-of-the-box", how much will be delivered using the Report Writer, a Configuration option or 3rd Party product, and how much is dependant on Custom Programming & Scripting. The scores used in this WMS comparison are based on responses to WMS system questions only, i.e., no vendor, pricing, or support responses are utilized. View sample 3-D Bar Chart comparison here.
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    Supportability Index A proposed Warehouse management system could look very good on paper, but once implementation begins the reality could be very different. The ease with which a WMS system can be implemented and maintained over it's expected life is controlled in large part by the amount of custom programming and scripting required to build & maintain the system. The Supportability Index is based on responses to WMS Software System Features only. This graph compares the potential support effort inherent in each proposed Warehouse management system. View sample 3-D Bar Chart comparison here.
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    Overall Comparison This graph compares the total Weighted Score of each proposed Warehouse management system along with its Supportability Index and associated Vendor Profile. Use this when assessing the RISK of a proposed WMS system and whether or not the WMS system can indeed be implemented by the proposing WMS vendor successfully. View sample 3-D Bar Chart comparison here.
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    Vendor Profile Scores This graph compares a score measuring the background, expertise, capabilities, and other data collected in the Vendor Global Issues section of the Warehouse management RFP. The Vendor Profile Score provides a way of assessing the Capabilities PROFILE of a proposing WMS vendor. View sample 3-D Bar Chart comparison here.

This Warehouse management RFP also has Supporting Documents INCLUDED:

    COVER LETTER SAMPLES - Make the task easier with this WMS software RFP cover letter template collection. Choose from Letter samples designed for all events, such as "RFP Response Request", "Intent to Respond", "No Intent to Respond", "RFP Change Enclosed", "Proposal Rejection" "Finalist Selection", and "Best & Final Offer Request" to meet your unique WMS needs.
    BPE/BPR/WORKFLOW Checklists - An ideal template for mapping the current "AS-IS" state of an existing WMS process down to the data element level, a time-saving organizer when developing the new "TO-BE" state or determining what is required to implement a new WMS process, or preparing for data conversion.
    Full Version of risk assessment matrix checklist focused on WMS software acquisition and implementation projects for working sample "Click Here"
    the Optimized WMS RFP Guide. Designed to be viewed in a browser off-line, this document outlines the best procedures for creating custom RFP questions. Included or Sold Separately
    The WMS System Cutover Checklist Helps Streamlines Implementation! Included or Sold Separately
    MS Word document describing the organization and usage of the WMS comparison matrix.
    MS Word document describing the organization and usage of the WMS RFP.

      (See bottom of this page for pricing information.)

      A Detailed & Comprehensive List of:

Warehouse Management (WMS) System Features or Requirements

      Pre-defined Warehouse management RFP criteria ensure no important business requirements or software features "slip through the cracks".  All are in a quantitative format that guarantees vendor responses will be meaningful, consistent, and easy to compare. All questions are professionally prepared by application specialists to address BOTH the STANDARD features and EXCEPTION CASE software functions required.
For more criteria detail information Click Here!

      Identify BOTH WMS Software Features Availability and Deliverability

      Unlike other RFPs that try (and fail) to gather useful solutions data about complex Warehouse management system features, RFP Masters are not constrained to the use of summary-level "Yes" or "No" answers. This RFP Master uses a Feature Support Matrix (FSM) that identify BOTH feature AVAILABILITY and DELIVERY Method. This RFP Master function is useful during both the Warehouse management software selection AND the system implementation phases of large projects because it enables effective Earned Value Management through detailed cross-referencing of usable software functionality and vendor invoicing.

      Determine the Risk & Supportability of Proposed

WMS Software Solutions

      Unlike other RFPs, an RFP Master can illustrate potential support problems (and risk) inherent in vendor software proposals. The Feature Support Matrix (FSM) used in each RFP Master categorizes the inherent risk posed for each criteria, and uses that information to calculate the SUPPORTABILITY INDEX for each vendor RFP response. For example, a feature delivered "out of the box" FULLY SUPPORTED is less risky than one delivered through custom programming, even if the programming is free. This RFP Master function is useful during both the software selection AND the implementation phases of a large Warehouse management system because it enables effective Earned Value Management through detailed cross-referencing of usable software functionality and vendor invoicing.

          Workflow Topics Included.

      The ability of the proposed Warehouse management software to successfully integrate with existng business process workflows, or implement new workflows, is critical to a achieving the high productivity increases and ROI expected of the new WMS system. This RFP Master examines all pertinent Workflow features in detail.

      Vendor Response Input Validation.

      Vendors must answer each RFP question by choosing from a pre-defined list of possible responses. See below for an example of this drop-down list. This forces all vendors to respond to each Warehouse management (WMS) software question in a consistent, standard manner. Eliminates the days of time typically wasted trying to compare the inconsistent or incomplete vendor responses obtained by using traditional, non-quantitative RFP questions! Ensures vendor proposals are easy to compare and evaluate!

      Color-Coded, "Apples-to-Apples" Comparison of Proposed Systems

WMS Software Comparison

      These comparison matrices automatically change vendor response cell background color to GREEN, YELLOW, or RED, to reflect how favorable each response is to your needs! Compared to the tedious task of reviewing hundreds of mono-color Yes/No answers, these colored responses allow problem areas to be spotted more easily, and risk assessment is made much more accurate. All required response comparison matrices are included and ready-to-use! Quickly and easily compare Warehouse management software system proposals side-by-side, feature by feature, in detailed comparisons you control! Keep your Warehouse management project on-schedule and under-budget.

      Evaluation Ratios

      Use an extensive set of ratio calculations to compare WMS vendor proposals quickly and efficiently.

      Weighted Grade Score Graph

      Compares the Weighted Grade Point Score calculated for each proposed Warehouse management system. This is calculated as follows: The WMS vendor response to each RFP question is assigned an unweighted "raw" score. This raw score is then multiplied by the weight factor you entered previously (default = 1) for that Warehouse management RFP question to calculate the weighted score for each response. All of these individual scores are then totaled for use in this comparison. This score is essentially a measure of how well a WMS software system fits your business and software needs, prioritized by the weight (importance level) you assigned to each question in the RFP. In essence, this score measures the SUITABILITY of each proposed Warehouse management software system to your overall requirements. . NOTE this score measures just software functionality, and does not include any measure of vendor background, expertise, support, or programming ability.

      Feature Delivery Method Comparison:

      An analysis of how each WMS vendor is proposing to deliver the system feature/function contained in their WMS proposal. The graph below shows the percentage that is Fully Supported "out-of-the-box", the percentage to be done via Report Writer, a Configuration Parameter, or Third-Party add-in, versus the percentage to be done via Custom Coding (Scripting / Programming). This information is very useful in terms of identifying RISK, since a Fully Supported (and tested) WMS feature presents far less risk than that same WMS feature done as a "custom programming" task. Also, see the Supportability Index, which sums up these detail risk factors.

      WMS Supportability Index Graph:

      The Supportability Index is a forecast of how much Warehouse management software support and maintenance may be required to keep each proposed software system running at full potential over it's lifetime. This score is determined by how much custom coding is required to implement the proposed WMS software, and which business processes depend on the customized software.

      Overall Comparison Graph:

      This graph compares both the Weighted Grade (Suitability) Score, Supportability Index, and the Vendor Capabilities Profile side-by-side for easy reference. It is important to see how much custom coding is in a proposed Warehouse management system that also has a high Weighted Score, along with the Vendor Profile. The more custom code, the higher the risk posed by that WMS system. Therefore, the more custom coding, the more expertise and capabilities a vendor should have.

      Vendor Profile Score Graph:

      The backgrounds, expertise, capabilities, and certifications of each vendor is obtained in the Vendor Global Issues section of the WMS RFP. The Warehouse management vendor responses to this section are totaled separately from the software functionality topics, and this data is used to calculate the "Vendor Profile Score". The higher the score, the more CAPABILITIES a vendor is probably going to be.




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