| Inventory Accuracy | System-record accuracy and cycle-count performance | Target at least 98%–99.5% inventory accuracy after stabilization, depending on product complexity and counting discipline. | 15% | Run a controlled cycle-count test across high-value, fast-moving, and lot-controlled items. Compare physical quantities with system records. |
| Order Fulfillment | Pick accuracy and order-cycle time | Pick accuracy of 99.5% or higher is a common operational target. The system should support wave, batch, zone, cluster, and discrete picking. | 15% | Use representative orders with different line counts, units of measure, substitutions, backorders, and priority levels. |
| Receiving and Put-away | Dock-to-stock time and receiving controls | Support advance shipment notices, barcode scanning, quality inspection, discrepancy recording, directed put-away, and exception workflows. | 8% | Test purchase-order receiving, blind receiving, overages, shortages, damaged goods, quarantine stock, and cross-docking scenarios. |
| Warehouse Automation | Equipment connectivity and task orchestration | Provide standard APIs and event-based integration for conveyors, sorters, automated storage systems, mobile robots, scanners, and label-printing equipment. | 10% | Request an integration architecture, interface specifications, error-handling process, message-retry logic, and equipment failover procedure. |
| Traceability and Compliance | Lot, serial, expiry, recall, and audit capabilities | Maintain transaction-level history for inventory movements, users, timestamps, locations, lots, serial numbers, and disposition decisions. | 8% | Perform a mock recall from finished stock back to receiving records. Confirm that every adjustment creates an auditable history. |
| Scalability | Sites, users, transactions, and operational growth | Support multiple warehouses, legal entities, languages, time zones, ownership models, and peak-season transaction volumes without redesigning the core system. | 10% | Model projected order growth, seasonal peaks, additional facilities, marketplace orders, returns, and new fulfillment processes. |
| Integration Capability | Connectivity with enterprise and logistics applications | Provide documented REST or equivalent APIs, file-based exchange, electronic data interchange support, webhooks, and monitoring for failed messages. | 10% | Map master data and transaction flows with enterprise resource planning, transportation, order management, e-commerce, parcel, and labor systems. |
| User Experience | Training time, mobile usability, and role-based workflows | Use clear task screens, barcode-first workflows, configurable menus, multilingual support where required, and role-based permissions. | 7% | Ask warehouse employees to complete receiving, replenishment, picking, packing, and counting tasks with minimal coaching. |
| Reporting and Analytics | Operational visibility and configurable key performance indicators | Provide near-real-time visibility into inventory, order status, labor activity, dock activity, space utilization, exceptions, and service levels. | 7% | Confirm that managers can create or export reports for fill rate, order cycle time, inventory accuracy, picking productivity, backlog, and aging stock. |
| Security and Availability | Access control, resilience, and service continuity | Require role-based access, multifactor authentication, encryption in transit and at rest, audit logs, backups, recovery procedures, and a documented service-level target. | 5% | Review security documentation, penetration-test summaries, backup frequency, recovery objectives, incident procedures, and user-deactivation controls. |
| Implementation Readiness | Deployment approach, data migration, testing, and change management | A structured implementation commonly includes process design, configuration, data cleansing, integration testing, user acceptance testing, training, pilot operation, and hypercare. | 8% | Require a detailed project plan with milestones, responsibilities, acceptance criteria, cutover steps, rollback options, and post-go-live support. |
| Total Cost of Ownership | Software, infrastructure, implementation, support, devices, and future changes | Evaluate a three- to five-year total cost rather than subscription price alone. Include integrations, scanners, labels, training, upgrades, support, and internal labor. | 5% | Request a complete cost model with recurring and one-time charges, usage assumptions, implementation services, change requests, and renewal terms. |
| Go-Live Success Criteria | Operational stability after deployment | Ready for go-live when critical workflows pass testing, opening inventory is reconciled, users are trained, integrations are monitored, and contingency procedures are documented. | 2% | Use a formal readiness checklist and require sign-off from operations, information technology, finance, customer service, and compliance stakeholders. |