Rfp Us 2011 Wms Template

Copyright 2003-2010 HighJump Software Inc. All Rights Reserved. Permission is solely granted to copy and modify this document provided HighJump Software is among the companies evaluated when the revised version is sent out.

The decision to purchase a warehouse management system (WMS) is a critical initiative for your company’s success. The 2011 WMS RFP Template empowers you to objectively grade prospective vendors on the solutions they offer—and the positive or negative impact those solutions may have on your operations. There are several worksheets included in this document, each providing detailed best practices information compiled from surveys and interviews with hundreds of logistics professionals and consultants across a variety of industries.

Once you’ve completed this tool, you will be empowered to determine any prospective WMS solution’s breadth and depth of functionality, as well as its flexibility to meet your specific needs. To avoid unexpected delays and unbudgeted costs in the future, it is critical to know this information before you purchase any solution. As importantly, you will know which capabilities will require demonstration during a vendor presentation. These demonstrations are critical to your ability to separate exaggerated vendor claims from those that can actually be proven.

In-depth knowledge of what a WMS offers in terms of functionality and flexibility arms you with the decision-making criteria you require to complete a true evaluation of each solution you are considering. Ultimately, this knowledge will allow you to determine a system’s ability to quickly and cost-effectively meet changing customer and business requirements (key to maintaining competitive advantage), generate strong return on investment (ROI), and provide the lowest total cost of ownership (TCO).

Company: This section allows you to capture detailed information about your prospective vendor and the type of support they are capable of offering.

Functionality: This comprehensive listing of functionality shows what you should expect a vendor to provide in their base product offering. There are also columns asking you to address the cost and time involved in changing this standard functionality, and whether the ability to modify the system quickly and inexpensively can be proven in a vendor demonstration.

Technology: In addition to the details of your general technology requirements, the Technology tab asks you to consider the configuration approach and upgradeability of the system you are evaluating. It is important to remember that only a solution with a flexible platform will allow you to complete system modifications and upgrades quickly and inexpensively.

Adaptability: This section provides you with a set of sample changes that might need to be incorporated in your operations either during implementation or in the future (e.g. a new customer requirement). The concept of adaptability does not refer simply to the notion that your system can be changed. The true question you are addressing here is the impact on your business in terms of the cost and time involved.

The 2011 WMS RFP Template

The 2011 WMS RFP Template: Company


Company Information Response

General Information1. Company name

2. Company address (corporate)

3. Company telephone

4. Company fax

5. Web site

6. Year company founded

Contact Information1. Proposal contact name

2. Title

3. Contact address

4. Contact telephone

5. Contact e-mail address

6. Contact mobile phone

Financials

1. Public or private (if private, skip to 3, if public go to 2)

2. Stock exchange and ticker symbol

4. Month in which fiscal year ends

5. YTD Results (2010)

5.1 Revenue

5.2 Profit

5.3 Software revenue

5.4 Service revenue

5.5 Hardware revenue

5.6 Support/maintenance revenue

6. 2009 Results

6.1 Revenue

6.2 Profit


6.4 Service revenue



7. 2008 Results

7.1 Revenue

7.2 Profit


7.4 Service revenue



8. Current Balance Sheet Information

8.1 Cash and cash equivalents

8.2 Other current assets

8.3 Current liabilities

8.4 Quick ratio (current assets - current liabilities)

8.5 Total amount of debt

9. Litigation

7. Senior management team (names, titles, years with company)

3. Describe ownership structure (attach additional information if required)




9.1 Any current litigation?

Employee Information1. Total number

2. Number by function

2.1 Sales

2.2 Marketing/alliances

2.3 Professional services

2.4 Technical support

2.5 Research and development

2.6 G&A

2.7 Other

Support1. Warranty

1.1 Standard warranty period

1.2 What is included? (attach if necessary)

1.3 Location of customer support offices

2. Maintenance

2.1 Standard maintenance policy (attach if necessary)

2.2 Patches included?

2.2.1 How are patches distributed?

2.3 Upgrades

2.3.1 How often are new releases available?

2.3.4 What is the average cost to complete an upgrade?

2.3.7 Do you guarantee your upgrade price?

3. Support

3.1 Standard support policy (attach if necessary)

3.2 Price based upon sold price or current price?

3.3 Price increases in last 5 years?

3.4 Provided by vendor or 3rd Party?

3.5 Support location?

3.6 Escalation policy (attach if necessary)

3.7 How far back releases supported?

3.8 24/7 available?

3.8.1 24/7 staffed or beeper?

10. Are you currently in any discussions about being acquired?

2.3.2 How long does it take the average customer to complete an upgrade (including re-application of system modifications)?

2.3.3 From start to finish, what was the longest time taken by any customer to complete an upgrade?

2.3.5 What is the greatest cost ever incurred by a customer during an upgrade?

2.3.6 Must custom code always be re-applied during upgrade?

B53

HJS: Updated Nov 2010 (post TC acquisition)




3.9 Web support

3.9.1 Provided?

3.9.2 Patches available?

3.9.3 Create new call?

3.9.4 Check call status?

3.10 Support computer hardware?

3.11 Support RF hardware?

3.12 Do you support customer-modified applications?

User Group1. Do you maintain an active user group?

2. Year established?

3. Meet how often?

4. Date of last conference?

5. Number of attendees last conference?

6. Level of customer involvement within the user group?

Customer Base1. Total number of WMS customers?

2. Active number of WMS customers?

3. Number of WMS sites (across all customers)?

4. Number of WMS customers on maintenance?

5. Number of WMS customers that have upgraded?

6. Number of WMS customers by WMS product?

7. New WMS customers

7.1 YTD

7.2 Last year

8. Number of WMS customers on latest release?

Training

2. Classroom training available?

2.1 Classes offered (attach if necessary)?

2.2 Describe the pricing for classes

2.3 What is schedule for upcoming classes?

2.4 Where are the classes held?

2.5 What is the maximum and minimum class size?

2.6 What is your cancellation policy?

2.7 Describe the credentials of your instructors

2.8 Do you have online registration?

3. Online training available via the Web?

3.1 Courses offered (attach if necessary)

3.2 Describe the pricing for the online courses

3.3 Online testing available?

3.4 What are the connectivity requirements?

4. Do you offer customized or on-site training?

5.1 Written materials

5.2 Audio/visual

5.3 Hyperlinked reference materials

5.4 Hands-on workshops

1. Describe the overall approach of your training program (attach additional information if required)

5. What types of media/activities are employed in training?

The 2011 WMS RFP Template: Functionality


Functionality Comments

Yard & Appointments 1. Appointment scheduling

1.1 Ability to define and track expected contents of shipment

2. Appointment Request Management

3. Ability to allow trusted carriers to set their own appointments

4. Dock door assignments 5. Gate check in/out 6. Ability to direct yard moves via RF or paper 7. Ability for system to direct tasks by priority

8. Project labor requirements 9. Ability to track demurrage by owner

10. User configurable rules for assigning dock doors and yard locations

11. Full trailer visibility

11.1 Trailer position in yard or dock

11.2 Trailer contents

11.3 Pending trailer moves

12. Alerts to yard activities

13. Ability to manage yard moves using graphical user interface

13.1 Initiate trailer moves with "drag and drop"

13.2 Visual indicators for trailer attributes

13.3 Ability to configure the user interface to represent your yard layout

13.4 Ability to configure user interface settings by user

Receiving 1. RF Receiving Types

1.2 ASN receiving 1.3 Shipment-based receiving

1.3.1 Define expected shipment contents before receiving

1.3.2 Shipment reconciliation

1.4 Blind receipts (Receipt without PO) 1.5 Unknown receipts (no item or PO available) 1.6 Receive returns w/out a disposition

1.8 Receive returns with a disposition

1.9 Receive transfers without orders

1.10 Production Receipts

2. Receiving Features

2.1 Damage identification on receipt 2.2 Quality sampling and auditing 2.3 Attach graphic of exceptions/damage

2.4 Receive against a generic license 2.5 Receive and generate smart license 2.6 Receive without a license 2.7 Ability to receive and generate nested LPN

2.8 Ability to accept appointments from external source / system

2.9 Ability to receive multiple PO in one appointment

2.10 Prompt for open POs upon receipt 2.11 Multiple operators on a single receipt

2.12 Capture lot upon receipt

2.13 Expiration Date capture and Control

2.14 RF display special instructions

3. Receivers 3.1 Option to create receiver by PO 3.2 Option to create receiver by load 3.3 Option to pre-print receiving labels

4. Check 4.1 Reconcile inbound order lines w/receipts 4.2 Ability to do PO maintenance

4.3 Ability to receive/ maintain notes or comments on PO

4.5 Ability to capture code date during receipt

4.6 Ability to calculate code date based upon production date

4.7 Ability to place hold on inventory by inbound order 4.8 Verify/audit product in staging 4.9 Vendor Quality Auditing

4.9.1 Random Vendor Quality Auditing

4.9.2 Historical reporting of vendor quality

5. Inbound Value Added Services (VAS)

5.2 Ability to manage VAS steps using profiles

5.4 Assign VAS profiles by item, item type or item category

5.5 Assign VAS profiles by order or order type

5.6 Assign VAS profiles by supplier

5.7 Assign VAS profiles by carrier

6. Reports 6.1 Receiving exceptions 6.2 Damaged receipts report

R-Required, D-Desired, F-Future

S-Standard Configuration, M-Source Code

Mod, N-Not possible

If (M) is required, what is the cost?

1.1 Receive against Purchase Orders, Transfer Orders or other inbound order types

1.7 Ability to determine if returns should be received into inventory. Simultaneously need the ability to credit customer regardless of decision to receive returns into inventory or not

1.11 Ability to have visibility into inbound shipments so as to facilitate cross-docking and/or flow through

2.15 RF capture user-defined inventory attributes (e.g. batch code, manufacture code, consignment, country of origin, catch weight, owner, etc...)

4.4 Ability to capture Overages, Shortages and Damages upon receipt, including digital pictures

5.1 Ability to execute VAS on inbound product (price ticketing, hangers, etc.)

5.3 Ability to define a VAS step that prompts for a response and then adds tasks based on response.



Functionality CommentsR-Required, D-

Desired, F-Future


Mod, N-Not possible


6.3 Receiver list 6.4 Productivity by user 6.5 O/S/D report by PO or by Load or by shipment

6.7 Open Pos

Put-away 1. Select best location based upon user-defined rules

1.1 Ability to define rules by item

1.2 Ability to define rules to specific item units of measure

1.5 Ability to put away 3PL inventory based on 3PL put away rules

2. Allow user to override 3. Record overrides in exception log 4. Put-away using multiple units of measure 5. System directs second put-away after override

6. Put-away 6.1 To quality control 6.2 To random storage 6.3 To forward pick - if open replenishment 6.4 To P&D 6.5 Directed Pickup from P&D

6.6 Cross-dock receipt to single outbound order 6.7 Cross-dock receipt to multiple outbound orders 6.8 To returns by vendor class 6.9 Storage logic association to UOM

6.11 Ability to store by owner

Quality Control1. QC status

1.1 License plate holds in non-QC location 1.2 Mix held and unheld License plates in a location

1.3 Hold and release by item 1.4 Hold and release by lot 1.5 Hold and release by location

2. Reports 2.1 QC Inventory visibility 2.2 Vendor performance statistics

Picking 1. Planning

1.1 Create waves through pre-defined criteria 1.2 Accept pre-determined waves via download 1.3 Automatically build waves based on rules 1.4 Manually override priority of an order

1.6 Ability to pre-manifest pick containers 1.7 Ability to include orders in waves 1.8 Ability to include order lines in waves 1.9 Ability to include order line quantities in waves 1.10 Ability load plan separately from wave planning.

1.11 Ability to load plan for specific trailer sizes and/or carrier

1.12 Ability to define reservation rules by customer

1.13 Ability to calculate metrics on simulated wave

1.14 Ability to calculate metrics on simulated load

1.15 Ability to release waves by pick type (e.g. pallets first) 1.16 Ability to release waves by zone

1.17 Ability to auto-create work orders for wave shortages upon release

1.18 Ability to wave by pick method (e.g. batch pick)

1.19 Ability to wave by client

1.20 Ability to do Put-To-Store

1.22 Ability to pick based on FIFO/ LIFO/ FEFO rules

2. Monitor the progress of a wave or load

2.1 Workload monitoring by load, wave, by order, by item

2.2 Visibility of required wave replenishments

2.3. Calculations of remaining time by wave or load

2.4 Calculations of new work vs existing work

3. Kitting 3.1 Bill of material (BOM) capability 3.2 Kits exploded during release 3.3 Directed assembly 3.4 Multi-level BOM support 3.5 Ability to backflush consumed parts 3.6 Ability to identify scrap 3.7 Ability to un-kit 3.8 Ability to track WIP in assembly 3.9 Ability to associate cost to assembly 3.10 Ability to request kitting from an RF terminal

4. Replenishment 4.1 Created by min/max 4.2 Created based upon released orders 4.3 Created based upon day's demand 4.4 Created based on quantity required to top off location capacity

4.5 Created via RF request

6.6 Ability to develop vendor scorecards based on receiving compliance, product quality

1.3 Ability to define override rules based on user-defined inventory attributes such as vendor, owner, etc.

1.4 Ability to define mix rules (e.g. don't mix lots for SKU in a location, FIFO date window mixing rules, mix rules by any user-defined inventory attribute)

6.10 Ability to split a single license plate receipt between replenishment and put-away

1.5 Ability to cartonize on order import and pick straight to the optimal shipping container type

1.21 Ability to select inventory by LOT number or Code Date or any other user defined attribute




Desired, F-Future


Mod, N-Not possible


4.6 Replenishment picks in reverse put-away sequence

4.7 Ability to batch replenishments by destination zone or source zone

4.8 Support for P&D between pick and putaway to destination

4.9 Support cascading replenishments

4.10 Ability to hold demand-based replenishments

4.11 Pick work queues held until replenishment work done

5. Stock rotation 5.1 User-configurable rotation rules 5.2 FIFO 5.3 LIFO 5.4 FEFO 5.5 LEFO

5.6 Select stock by lot number or any other user-defined attribute 5.7 Customer-specific rules 5.8 Select stock to optimize picker performance

6. Pick option 6.1 Discrete order picking

6.2 Batch picking (multiple orders per picker, separated at pick location) 6.3 Pick and pass across zones

6.5 Configurable number of pickers per order 6.6 Configurable number of pickers per work queue

6.7 Equipment-based picking 6.8 Zoned picking

6.9 Wave picking

6.10 Ability to pick across multiple waves

6.11 Label picking 6.12 Use combination of the above options on same order

7. Picking approach 7.1 RF-directed 7.2 Voice Directed

7.3 Pick confirm by exception on PC 7.4 Pick to list 7.5 Pick by label 7.6 Ability to pick based on item description

7.7 Display special picking instructions 7.8 Honor item mixing rules (i.e., haz mat)

7.9 Ability to dynamically change pick transaction priorities

7.10 Ability to assign alternate or multiple pick locations

7.11 Ability to pick rush orders

7.12 Ability to pick in reserve

7.14 Ability to support pick to light systems

7.15 Ability to pick ingredients and packaging for production orders

7.16 Ability to indicate mark-outs and shorts

8. Unpick option 9. Pick sequencing

10.1 In location flow 10.2 In user-defined flow 10.3 Honoring aisle contention

Packing/Shipping 1. Containerization

1.1 Determine optimal shipping container size 1.2 Determine optimal shipping container contents 1.3 Graphically display container packing solution

1.4 Graphical "what if" problem solving and definition of cartonization data

2. Support system-directed packing 3. Display special packing instructions 4. Loading

4.1 Directed loading regardless of order continuity 4.2 Directed truck loading by order integrity 4.3 Directed loading by route/stop integrity 4.4 Non-directed loading by order

4.5 Load auditing

4.6 Ability to unload

4.7 Ability to do outbound load planning

5. Parcel manifesting 5.1 Support for all major domestic carriers, LTL and generic carriers 5.2 Support for major international carriers

5.4 Other support (list) 5.5 Print carrier compliant and custom labels 5.6 Rate shopping 5.7 Support for bundling 5.8 Support for LTL rating 5.9 Support online carrier communications

5.10 Support for 100,000+ parcels/day/site

5.10.1 Pre-manifesting support

5.10.2 Post-manifesting support

5.10.3 Support for zone skipping

4.12 Ability to issue multi-item replenishment orders ("cherry pick") and hand these orders off to a line stocker.

4.13 Ability to consolidate partial pallets in reserve locations to a single reserve location to optimize slot utilization

6.4 Bulk picking (multiple orders per picker, separated at pack or conveyor/sort)

7.13 Ability to perform "tri-level" picking - send the pick order to the appropriate location (singles, cases, or pallet) based upon the order quantity

5.3 Manage complex export documentation such as shipper's export declaration, commercial invoices, denied party screening and harmonization codes




Desired, F-Future


Mod, N-Not possible


5.11 Support of international shipping documentation

5.12 Ability to generate outbound ASN

6. Reports 6.1 VICS standard bill of lading 6.2 Packing lists 6.3 Customer-specific paperwork 6.4 Hazardous material manifest 6.5 International documentation

7. Unship option

Performance Management 1. Metrics

1.1 Industry standard metrics from SCOR 1.2 Industry standard metrics from WERC

1.3 Ability to define custom metrics

1.4 Ability to develop dashboards/ scorecards

1.5 Ability to define end user customizable reports

1.6 Ability to configure Report Menus by role group

2. Data Source

2.1 Support for getting data from multiple warehouses in a single dashboard

4.1 Ability to create custom alerts

4.2 Ability to configure escalation profiles

4.3 Ability to automatically change process flow upon exceptions

Location Mapping 1. Location mapping

1.1 Zones 1.2 Special requirements (e.g. freezer) 1.3 Mapping of acceptable vehicles by zone 1.4 Configurable forward pick 1.5 Multiple forward picks per item

1.7 Ability to define aisle contention criteria by vehicle

1.8 Ability to have a location associated to multiple zones

2. Reports 2.1 Productivity by user 2.2 Full location report 2.3 Empty location report 2.4 Warehouse location utilization report

Integrated WMS Slotting1. Slotting based on historical information

3. Slotting based on forecast information

4. Provides visibility to exception conditions

5. Creates move transactions based upon review

6. Alters storage/pick/repl. logic based on re-slotting

7. Graphical historical analysis

8. Ability to do performance reporting and SKU velocity reporting

Other Functions 1. Warehouse definition

1.1 Support multiple warehouses on single application 1.2 Support facility-specific item master

2. Cycle count 2.1 Automatically generate counts as a result of pick exceptions 2.2 Generate counts by A/B/C 2.3 Download counts from host

2.4 Create counts by ranges of items, locations and price 2.5 Opportunistic cycle count during picking

2.7 Ability to do full inventory count

3. Value-added services

3.1 Configurable categories

3.2 Configurable messaging

3.3 User definable VAS tasks

4. Integrated alerts and messaging 4.1 E-mail alerts/messages 4.2 Pager alerts/messages

5.13 Ability to generate Hazmat docs, hazard permits, packing list, border document

2.2 Support for getting data from multiple types of data sources (e.g. Oracle, Microsoft SQL, Access, Excel, etc…)

3. Support for a rich collection of Chart Types (bar, column, line, pie, thermometers, speedometers, stop light, etc…)

4. Ability to create/ generate alerts when negative trends are observed (e.g. inventory adjustments in one direction only, escalation workflow etc.) and escalate if remedial action is not taken

4.4 Ability to configure alert notifications for user-defined exception conditions

1.6 Ability to relieve inventory based upon merchandise verification to a certain location type

1.9 Ability to quickly set up a whole warehouse along with its locations and zones using a wizard

2. Ability to evaluate shelf slot configuration and recommend better alternatives

9. Slotting optimization based on drivers including commingling requirements (food safety, organic, hazmat etc.)

10. Ability to run what if scenarios against new plan to determine impact of plan under various scenarios.

2.6 Ability for system to generate random cycle count tasks based on configurable parameters (e.g. SKU velocity, item value, code date, vendor etc.)

3.4 User defines criteria by which a VAS profile will be applied (e.g. by order type, carrier, customer, vendor, item/item class/item category/UOM, etc.)

3.5 Available for all warehouse processes (i.e., receiving, picking, shipping, etc.)




Desired, F-Future


Mod, N-Not possible


4.3 Fax alerts/messages

4.4 Create XML/FTP messages

4.5 Built-in escalation profiles

4.6 Built-in resolution strategies

4.7 Ability to automatically change process flow upon exceptions

5. Inventory Management

5.1 Ability to do inventory adjustments

5.2 Ability to do lot control

5.3 Ability to manage bio terrorism

5.4 Ability to manage ORMD (Other Regulated Materials Document)

5.5 Ability to manage aerosols

6. Track

6.1 Ability to be GTIN compliant

6.4 Ability to have a single view of inventory across the enterprise

7. Wireless PDAs

6.1 Support full WMS application UI on PDA

6.2 Support full WMS RF function on PDA

6. Integrated delivery confirmation

6.1 Support batch delivery confirmation

6.2 Support RF delivery confirmation

6.3 Support pick-ups (i.e., returns)

6.4 Driver and odometer logging

6.5 Signature capture

6.6 Detailed audit trail

6.7 Reason codes for missed deliveries

7. Interleaving

7.1 Interleave any directed task

7.2 Interleave by priority

7.3 Interleave by proximity

7.4 Strict revolving Interleaving

8. Labor Management (Overview)

8. Labor Management (Benefits)8.1 Standard interface for WMS and host integration

8.2 Standard interface for time and attendance systems

8.3 Engineered standards support

8.3.1 Observation time study, MOST, MTM and MSD

8.3.2 Unlimited number of KVIs

8.3.3 Multiple UOM support

8.4 Standard adjustments based on item and location attributes

8.5 Personal time, fatigue and delay (PF&D) allowance

8.6 Team and reflective standard support

8.7 Goal times available before task is performed

8.8 Support for incentive pay programs

8.9 Indirect labor capture (RF and Web-based)

8.10 Location Mapping

8.10.1 XYZ mapping for discrete travel calculations

8.10.2 Support for one way, and two way aisles

8.10.3 Support for two way narrow aisles that don't allow turn around.

8.11 Equipment Parameters

8.11.1 Maximum speeds, acceleration and deceleration rates

8.11.2 Laden (loaded) and unladen (unloaded) parameters

8.11.3 Vertical behavior (i.e., must return to ground)

8.12 Reporting and visibility

8.12.1 Real-time visibility of performance metrics

8.12.2 Visibility of entire workday - from clock-in to clock-out

8.12.3 Performance, utilization and indirect labor reporting

8.12.4 Multiple warehouse, department, shift and employee support

8.12.5 Audit reporting with KVI and travel details

8.12.6 Employee summary and tracking

9. Equipment maintenance visibility

9.1 Visibility to required maintenance by vehicle

9.2 Alerts based on required vehicle maintenance

10. RF Messaging

10.1 Ability to send RF message to specific end-user

10.2 Ability to send RF message to specific group

10.3 Ability for recipient to respond to message

11. Historical Inventory Tracking

1. Manufacturing materials management

1.1 Line replenishment picking

1.2 Multiple bin or Kan Ban replenishment

1.3 Visibility to work-in-process inventory

2. Manufacturing labor

2.1 Labor assignment to jobs or work orders

2.2 Labor allocation across multiple jobs or work orders

2.3 Management of labor for groups/crews

2.4 Extraction of breaks and lunches from labor assignment

3. Manufacturing execution

4.8 Ability to configure alert notifications for user-defined exception conditions

5.6 Ability to handle inventory based on customer specific requirements by item (e.g. Pallet Ti-Hi; Remaining Shelf life; Special Packing requirements such as bubble wrap, Hazmat regulations etc.)

6.3 Ability to track reusable containers/ pallets/ platforms/ recyclables into and out of the warehouse

11.1 Visibility to every time inventory was touched, who touched it and what operation they were performing.

Manufacturing (complete this section if you have manufacturing in your operations)

3.1 Touch screen data capture for the shop floor environments (paperless manufacturing)




Desired, F-Future


Mod, N-Not possible


3.2 Tracking lot or serial number genealogy through production operations

3.3 Shop floor visibility to work instructions or CAD drawings

3.4 Integration with factory automation or shop floor material handling systems

The 2011 WMS RFP Template: Technology


Requirement Response Comments

Software Architecture

1. How many tiers in your architecture?

1.1 True for all products?

2.1 Application server

2.2 Database server

2.3 Web server

2.4 Integration/Middleware server

2.5 Presentation server

2.6 Other

3. List OS supported by tier:

3.1 Application server

3.2 Database server

3.3 Web server

3.4 Integration/Middleware server

3.5 Presentation server

3.6 Other

3.7 Client

3. List databases supported:

3.2.1 If not, please describe why.

Hardware Architecture Yes No N/A

3. Does the system scale vertically?

4. Does the system scale horizontally?

5. Fault tolerance

5.1 Mirrored disks supported?

5.2 RAID 5 disks supported?

5.3 Hot backup system supported?

5.4 Warm back-up system supported?

5.5 Database journaled?

5.6 UPS monitoring?

5.7 Redundant power supply?

1.1.1 If not, please list products that differ and how they differ.

2. How does each tier in your software architecture scale?

3.1 Do all applications run on same database?

3.1.1 If not, please indicate which applications run on which database.

3.2 Can multiple facilities share the same database?

1. Can multiple facilities run from one central location?

2. Can server functions be combined onto a single machine?

5.8 Transaction protection via rollback supported?

6. Can the system be deployed in the cloud as well as on-premise?

6.1 Has the cloud infrastructure been certified as reliable and secure (e.g. SaS70 certified)?

6.2 Can capacity be automatically scaled up or down to accommodate changes in demand?

6.3 Under the cloud deployment model, does the customer still maintain the ability to make changes to the system on their own?




User Interface Yes No N/A1. Workstation user interface?

1.1 Please list supported OS(s)

1.2 Browser-based client available?

1.3 Menus vary depending on user ID?

1.5 User can print any screen?

1.7.2 Can configure field headings/titles?

1.7.3 Can configure computed fields?

1.7.4 Can configure charts and graphs?

1.7.5 Can make fields display-only?

1.11 Provides pull-down menus?

1.12 Multiple Language Support?

2.1 Please list supported RF models

2.2 Menus vary depending on user ID?

2.3.2 Can configure field prompts/names?

2.6 Multiple Language Support?

RFID Yes No N/A

6.4 Are the costs of platform and hardware upgrades included in the subscription fees?

6.5 Does the cloud deployment model include service level agreements (SLA's)?

1.2.1 Is Citrix or some other legacy application bridging product required for Web deployment?

1.4 User interface supports multiple window views?

1.6 Users may have multiple sessions at the same time?

1.7 Screen content may vary depending on user ID?

1.7.1 Can configure which fields are displayed?

1.8 Provides event-driven navigation to take the user directly to related information?

1.8.1 If yes, can the "links" to related information be configured?

1.9 Pictures/graphical/multi-media data displayed to user?

1.10 Can be configured to display information from other business systems such as ERP, OMS, etc?

1.11.1 If yes, can the content of any pull-down menu be configured?

1.12.1 Is language support configurable by user?

2. RF terminal user interface (graphical/character)?

2.3 Screen content may vary depending on user ID?

2.3.1 Can configure which fields are displayed?

2.4 If supported by the RF gear, pictures/graphical/multi-media data displayed to user?

2.5 Can be configured to display information from other business systems such as ERP, OMS, etc.?

2.6 Is language support configurable by user.

1. Does the system support RFID technology?




Security Yes No N/A

1.2.1 Is the password age configurable?

1.4 Can password complexity be enforced?

1.6.1 Is the idle time configurable?

4. Audit Trails

5. Ability to assign roles to users

1.1 What technology is integrated into your system to support RFID?

1.1.1 What brand of RFID equipment do you support?

1.1.2 How do you accommodate RFID brands/frequencies/types that are not already integrated?

1.2 What different types of RFID tags may be used with your system?

1.3 What programming or custom code is required to accommodate RFID?

1.4 Can your RFID capabilities be demonstrated?

1.5 What criteria is used when selecting and providing RFID equipment?

1.6 How does the system accommodate changes in RFID tag data, such as data elements, structures and identifiers?

2. Can the same operations be performed by RFID that are already being performed with bar codes?

2.1 What additional modifications are needed to 'swap' bar code input to RFID input?

2.2 Can the RFID equipment be used in both hand-held and fixed applications?

1. Must workstation and RF users log in with a user ID and password?

1.1 Is a password history maintained to prevent users from recycling passwords?

1.1.1 Is the number of remembered passwords configurable?

1.2 Can users be forced to change their passwords periodically?

1.2.2 Can the system prompt for a new password when the current password is nearing expiration?

1.3 Can a password minimum length be configured?

1.5 Can users be locked out after a number of failed login attempts?

1.5.1 Can the number of failed attempts that trigger a lockout be configured?

1.5.2 Can the amount of time that a user is locked out be configured?

1.6 Can idle users be required to log back in?

2. Can security be managed at a group level?

3. Can the system be configured to require the user to re-enter the password before critical updates?

4.1 Is an audit trail maintained for all activities?

4.2 Is an audit trail maintained for exceptions?




7. Ability to provide access to remote users

Configuration Yes No N/A1. Is some functionality data-driven?

4.3.1 Can COM objects be called?

4.3.2 Can executables be called?

4.3.3 Can DLLs be called?

4.4. Can calculations be part of a workflow?

6. Ability to restrict roles to selected levels of access

1.1 Do changes to data-driven functionality require source code modifications?

1.2 Do changes to the database schema require source code modifications?

1.3 Are source code modifications required to associate existing functionality to different data elements?

2. Does the system support user-configurable rules?

2.1 Do changes to rule-driven functionality require source code changes?

2.2 Are source code modifications required to develop new rules?

2.3 Are source code modifications required to support new rule conditions?

2.4 Are source code modifications required to associate existing functionality to new rules?

3. Is some functionality activated or deactivated by application "switches," "flags" or "settings"?

3.1 Do changes to the functionality activated by a "switch" require source code modifications?

3.2 Are source code modifications required to introduce new "switches," "flags" or "settings"?

4. Are business process workflows configurable?

4.1 Can database data be selected, inserted or deleted as part of the workflow?

4.1.1 Are source code modifications required to change the way the data is selected, inserted or deleted?

4.1.2 Can data be accessed from other systems/sources?

4.2 Can user interactions (prompts) be inserted or deleted from a workflow?

4.2.1 Are source code modifications required to create new interactions or modify existing ones?

4.3 Can third-party software components be invoked as part of a workflow?

4.3.4 Can command (batch) files be called?

4.4.1 Are source code modifications required to reference new variables?

4.4.2 Are source code modifications required to create new calculations?

4.5 Do workflows support conditional flow control logic?




4.5.1 Is branching supported?

4.5.2 Is looping supported?

4.6 Are interfaces to printers supported?

4.6.1 Bar code label printers?

4.6.2 Page printers (dot matrix and laser)?

4.8 Can e-mail be sent from a workflow?

Bar Code Label Printing Yes No N/A

1. Are bar code labels user-configurable?

2. Is a third-party tool used for label design?

3. Can labels be printed via Web browser?

Reports/Documents/Queries Yes No N/A1. Reports

1.1 Is a third-party tool used for reporting?

1.2 Reports viewed without printing?

1.2.1 Reports viewable in Web browser?

1.4.1 From a Web browser?

1.4.2 From an RF terminal?

1.5 Reports include charts and graphs?

3. Queries

3.1.1 If not, please explain.

3.3 Can queries be exported to a text file?

4.5.3 Are "child" workflows supported (workflows within workflows)?

4.7 Are interfaces to other devices supported?

4.7.1 Can a message from a device automatically trigger a workflow?

4.7.2 Are source code modifications required to change the message content to and from a device?

1.3 Can reports be printed automatically on a schedule?

1.4 Can reports be printed on-demand from a workstation?

2. Shipping Documents (Bill of Lading, Packing List)

2.1 Are source code modifications required to change the sequence of data on shipping documents?

2.2 Are source code modifications required to add or remove a field to or from a shipping document?

2.3 Are source code modifications required to compute and print a sub-total, total or grand total?

2.4 Are source code modifications required to print a graphic or logo on a shipping document?

2.5 Are source code modifications required to print different formats of shipping documents for different customers?

3.1 Can queries be constructed against any system data?

3.2 Can queries be constructed against external data (from other systems such as ERP, OMS, etc.)




Internationalization/Localization Yes No N/A

Host Interfaces Yes No N/A

3. Interface protocols

3.1 Do you support TCP/IP messaging?

3.2 Do you support IBM MQ Series?

3.3 Do you support FTP?

3.4 Do you support XML messaging?

3.5 Do you support ODBC?

Upgrades Yes No N/A

3.4 Can queries be exported to a spreadsheet?

1. Do the RF terminals display screens in different languages, depending upon the user?

2. Do workstation screens display in different languages, depending upon the user?

3. Is documentation available in multiple languages?

4. Are dates and times displayed in the appropriate localized format?

5. Is decimalization displayed in the appropriate localized format?

6. Do you provide translation tools for translating screens from one language to another?

6.1 Do new translations require source code modifications?

1. Is a third-party tool used for interfacing to host (ERP, OMS) business systems?

2. Please list all standard interfaces provided.

4. Do transactions automatically queue if connection fails?

4.1 Are queued transactions submitted automatically when connection restored?

4.2 Are queued transactions submitted in FIFO order?

5. Are source code modifications required to introduce new interface points or messages?

6. Are source code modifications required to change the content or format of a message?

1. Must some source code changes be re-applied to the new version during the upgrade process?

1.1 If source code modifications were made to data-driven functionality, will these modifications need to be re-applied?

1.2 If source code modifications were made to support database schema changes, will these modifications need to be re-applied?

1.3 If source code modifications were required for changes to rule-driven functionality, will these modifications need to be re-applied?

1.4 If source code modifications were required to develop new rules, will these modifications need to be re-applied?




1.5 If source code modifications were required to support new rule conditions, will these modifications need to be re-applied?

1.6 If source code modifications were required to associate existing functionality to new rules, will these modifications need to be re-applied?

1.7 If source code modifications were required to make changes to the functionality activated by a "switch", will these modifications need to be re-applied?

1.8 If source code modifications were required to introduce new "switches," "flags" or "settings," will these modifications need to be re-applied?

2. Are configured workflows preserved during the upgrade process?

2.1 If source code modifications were required to change the way that data is selected, inserted or deleted within a workflow, will these modifications need to be re-applied?

2.2 If source code modifications were required to create or modify user interactions, will these modifications need to be re-applied?

2.3 If source code modifications were required to reference new variables within a workflow, will these modifications need to be re-applied?

2.4 If source code modifications were required to create new calculations within a workflow, will these modifications need to be re-applied?

2.5 If source code modifications were required to change the message content to and from a device within a workflow, will these modifications need to be re-applied?

3. Are shipping document layouts preserved during the upgrade process?

4. Are bar code label formats preserved during the upgrade process?

5. Are user-configured queries preserved during the upgrade process?

The 2011 WMS RFP Template: Adaptability


Description of Common Changes

Workflow Adaption and Deployment

1. Does the system make available applications in an on-demand, modular form

3. Can these applications be easily segregated from other business processes for low-risk modification?

4. Does the implementation of these modular applications in any way inhibit the ability to upgrade?

5. What are the components that make up an application?

6, Are customers able to personalize applications that are downloaded and installed?

Business Processes

1. Expand the length of the item number field in the system.

3. Expand the length of the location ID field in the system.

4. Add an RF prompt to capture Julian production date for goods received from manufacturing.

5. Add an RF prompt to capture special pricing information during picking for select customers.

8. Within an RF-directed pick, interface with a counting scale to verify accuracy of picking counts.

9. Add a prompt to the RF log-on sequence to capture some labor tracking information.

10. Add a new put-away rule that is not in the base package.

Resource NeededV-Vendor, I-In-house Resource,

C-Consultant

Source Code Change (Y/N)?

Can This Be Shown in a

Demo?

Cost of Change

2. Can these applications be selected and deployed at any time, without additional involvement or cost from the vendor?

2. Develop serial number 'masking' tools that facilitate the collection of several 'template' serial numbers from an inbound load. The serial number template is then maintained within the SKU master. This serial template would then be validated every time a serial number is scanned for pick confirmation. This process will ensure that the correct bar code ID (serial number) is scanned when a serial number scan is required.

6. Within an RF prompting sequence, generate a compliance label under certain conditions (i.e., less than case pick).

7. Within an RF-directed packing sequence, generate a personalized marketing letter to top-tier customers.

11. Notify warehouse manager if an expected purchase order is late by automatically generating an e-mail alert.

12. Within the RF-directed picking process, get real-time customer-specific pick instructions from the host and display them to the picker.



Description of Common ChangesResource Needed

V-Vendor, I-In-house Resource, C-Consultant



Demo?

Cost of Change

13. Add a new version of your ASN receiving process to handle validating item quantities on every Nth ASN receipt, but keep the original ASN receiving process intact, because the process used will vary depending on an unpredictable set of conditions.



Description of Common ChangesResource Needed

V-Vendor, I-In-house Resource, C-Consultant



Demo?

Cost of Change

Decision Support/Reporting1. Add an item image to the item master screen (page).

2. Create a new link from an existing screen to another screen.

3. Create a screen that presents data from an outside data source.

4. Create a screen that hyperlinks to a Web page from another application or outside Web site.

5. Create a Web page that allows the user to edit a subset of fields within the page.

6. Change field headings on a screen to match your nomenclature.

7. Change colors and fonts of screens to match your corporate identity.

8. Add a field to an existing screen to display a piece of data critical to your operation.

9. Add additional search criteria to an existing look-up screen.

10. Add a graph to a screen.

12. Add graphical images to batch/load/wave release utility (i.e., add flame image to rush orders).

11. Configure user-defined metrics within wave release utility based upon data elements critical to the operation (i.e. number of order lines belonging to a specific item family).



Comments

Sponsors of The 2011 WMS RFP Template

CIBER Enterprise SolutionsCIBER’s Supply Chain Practice provides knowledgeable resources and tools that allow companies to unlock the value of their supply chain initiatives and investments. Through leveraging our people, processes and technology, we have built a solid track record of successful client engagements that have improved performance, reduced costs, and optimized asset utilization across the entire Supply Chain enterprise. CIBER has been a partner of HighJump since 2002 and HighJump and CIBER have several joint clients including Empire Merchants, Johnson Brothers, Major Brands, Badger Liquor, VinLux and Jackson Family Enterprises.

Our credentials include:• More than 300 successful SCE/SCP implementation projects• More than 35 years of IT consulting experience• 15 years of experience building, integrating and supporting a variety of SCM solutions

Our experienced team of professionals builds long-term, trusted relationships and a high level of energy, integrity, and value to each client. We have helped more than 2,000 customers—including mid-market leaders and many of the Fortune 500—get the most from their software investment and achieve outstanding bottom-line results. We are a division of CIBER Inc.® (NYSE: CBR), a company with a 36-year history as a proven technology leader. Based in Greenwood Village, Colorado, CIBER has annual revenue of approximately $1 billion and more than 8,000 employees worldwide. With offices in 19 countries, CIBER consultants have a global reach and regional presence.

Our Supply Chain services include:• Warehouse Performance Audits, Project Management, System Design and Implementation Services, Training, and Post-Implementation Support; Supply Chain Assessments, Network Analysis, Demand Planning, Inventory planning, and Retail Inventory Management Solutions• Extensive Vertical Market Expertise in Food & Beverage, 3PL Operations, Life Sciences, Automotive Parts, Consumer Packaged Goods, and Publishing/Media • Dedicated team of Integration Consultants dealing with EAI tools and Integration Strategy • Dedicated team of Hardware Consultants for Radio Frequency, Printers and Servers • Dedicated team of ERP Consultants focused on SAP, Oracle, and Lawson

http://www.ciber.com/ Phone: 513.621.6495

--------------------------------------------------------------------------------

HighJump SoftwareHighJump Software is a global provider of supply chain management software that streamlines the flow of inventory and information from supplier to store shelf. More than 4,500 customers worldwide have transformed their supply chains using HighJump Software. HighJump Software solutions for distribution and logistics, direct store delivery, trading partner connectivity, mobility and manufacturing include: warehouse management systems, transportation management systems, route accounting systems, manufacturing execution, mobile sales, ERP data collection and the TrueCommerce™ EDI Solutions Platform. Functionally rich and highly adaptable HighJump Software solutions support growing and evolving businesses in distribution, food and beverage, 3PL, retail, healthcare and consumer goods industries.

http://www.highjump.com Phone: 800.328.3271

--------------------------------------------------------------------------------

Peach StatePeach State provides Global Supply Chain Consulting & Engineering and Material Handling Systems Design & Integration services. We have a strong 35-year pedigree of performance delivering ROI to a client base diverse from both a size and vertical space perspective. Our assets are our people – and our people make the difference. We provide project leadership and deep domain expertise in Strategic Supply Chain Planning, Logistics Network Strategy, Facility Design and Engineering, WMS/LMS/TMS Implementation, MHS Design, and MHS Integration. Our consultants, engineers, and project managers are the industry’s best and we are totally committed to your success.

Trusted Advisors to Supply Chain Leaders – Since 1975http://www.peachstate.com

--------------------------------------------------------------------------------

TranSystemsTranSystems is a strategic supply chain consulting firm offering network optimization, operations consulting, facility engineering and systems evaluation, implementation and integration. TranSystems’ 1,100 professionals in more than 40 offices throughout the U.S. provide a broad range of services to all sectors of the supply chain and transportation marketplace. Service areas include architecture and engineering, strategic planning and management, supply chain, real estate and security consulting. Supply Chain, Logistics and Design and Engineering services tailored to fit your needs. We've worked with many HighJump Software customers to maximize their software investment, with over 150 WMS/TMS/LMS consulting engagements since 2002. Contact us today to learn how our experience can enhance your supply chain: 419.469.2279 or [email protected] or visit www.transystems.com to see our Industry Projects and learn more about the benefits our services bring to our clients.

--------------------------------------------------------------------------------

© 2003-2010 HighJump Software Inc. All Rights Reserved. Permission is solely granted to copy and modify this document provided HighJump Software is among the companies evaluated when the revised version is sent out.

CIBER Enterprise SolutionsCIBER’s Supply Chain Practice provides knowledgeable resources and tools that allow companies to unlock the value of their supply chain initiatives and investments. Through leveraging our people, processes and technology, we have built a solid track record of successful client engagements that have improved performance, reduced costs, and optimized asset utilization across the entire Supply Chain enterprise. CIBER has been a partner of HighJump since 2002 and HighJump and CIBER have several joint clients including Empire Merchants, Johnson Brothers, Major Brands, Badger Liquor, VinLux and Jackson Family Enterprises.

Our credentials include:• More than 300 successful SCE/SCP implementation projects• More than 35 years of IT consulting experience• 15 years of experience building, integrating and supporting a variety of SCM solutions

Our experienced team of professionals builds long-term, trusted relationships and a high level of energy, integrity, and value to each client. We have helped more than 2,000 customers—including mid-market leaders and many of the Fortune 500—get the most from their software investment and achieve outstanding bottom-line results. We are a division of CIBER Inc.® (NYSE: CBR), a company with a 36-year history as a proven technology leader. Based in Greenwood Village, Colorado, CIBER has annual revenue of approximately $1 billion and more than 8,000 employees worldwide. With offices in 19 countries, CIBER consultants have a global reach and regional presence.

Our Supply Chain services include:• Warehouse Performance Audits, Project Management, System Design and Implementation Services, Training, and Post-Implementation Support; Supply Chain Assessments, Network Analysis, Demand Planning, Inventory planning, and Retail Inventory Management Solutions• Extensive Vertical Market Expertise in Food & Beverage, 3PL Operations, Life Sciences, Automotive Parts, Consumer Packaged Goods, and Publishing/Media • Dedicated team of Integration Consultants dealing with EAI tools and Integration Strategy • Dedicated team of Hardware Consultants for Radio Frequency, Printers and Servers • Dedicated team of ERP Consultants focused on SAP, Oracle, and Lawson

http://www.ciber.com/ Phone: 513.621.6495

--------------------------------------------------------------------------------

HighJump SoftwareHighJump Software is a global provider of supply chain management software that streamlines the flow of inventory and information from supplier to store shelf. More than 4,500 customers worldwide have transformed their supply chains using HighJump Software. HighJump Software solutions for distribution and logistics, direct store delivery, trading partner connectivity, mobility and manufacturing include: warehouse management systems, transportation management systems, route accounting systems, manufacturing execution, mobile sales, ERP data collection and the TrueCommerce™ EDI Solutions Platform. Functionally rich and highly adaptable HighJump Software solutions support growing and evolving businesses in distribution, food and beverage, 3PL, retail, healthcare and consumer goods industries.

http://www.highjump.com Phone: 800.328.3271

--------------------------------------------------------------------------------

Peach StatePeach State provides Global Supply Chain Consulting & Engineering and Material Handling Systems Design & Integration services. We have a strong 35-year pedigree of performance delivering ROI to a client base diverse from both a size and vertical space perspective. Our assets are our people – and our people make the difference. We provide project leadership and deep domain expertise in Strategic Supply Chain Planning, Logistics Network Strategy, Facility Design and Engineering, WMS/LMS/TMS Implementation, MHS Design, and MHS Integration. Our consultants, engineers, and project managers are the industry’s best and we are totally committed to your success.

Trusted Advisors to Supply Chain Leaders – Since 1975http://www.peachstate.com

--------------------------------------------------------------------------------

TranSystemsTranSystems is a strategic supply chain consulting firm offering network optimization, operations consulting, facility engineering and systems evaluation, implementation and integration. TranSystems’ 1,100 professionals in more than 40 offices throughout the U.S. provide a broad range of services to all sectors of the supply chain and transportation marketplace. Service areas include architecture and engineering, strategic planning and management, supply chain, real estate and security consulting. Supply Chain, Logistics and Design and Engineering services tailored to fit your needs. We've worked with many HighJump Software customers to maximize their software investment, with over 150 WMS/TMS/LMS consulting engagements since 2002. Contact us today to learn how our experience can enhance your supply chain: 419.469.2279 or [email protected] or visit www.transystems.com to see our Industry Projects and learn more about the benefits our services bring to our clients.

--------------------------------------------------------------------------------

© 2003-2010 HighJump Software Inc. All Rights Reserved. Permission is solely granted to copy and modify this document provided HighJump Software is among the companies evaluated when the revised version is sent out.

Rfp Us 2011 Wms Template

Documents

Transcript of Rfp Us 2011 Wms Template