Warehouse Automation Toolkit

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Be accountable for engineering operations, business Project Managers, and engineering Supply Chain and external stakeholders to ensure a successful delivery of project and handover to go live.

More Uses of the Warehouse Automation Toolkit:

  • Ensure you cooperate; good technical ability relating to automation hardware and software.

  • Orchestrate: consistently drive for value in sound engineering decisions.

  • Innovate new solutions and prevent future problems.

  • Confirm your enterprise complies; mentors other engineers and technical professionals.

  • Organize: system and concept thinker that can translate details/specifications into a detailed System Design.

  • Be accountable for troubleshooting and diagnostics on the existing controls and IT systems.

  • Create workflows and processes in support of strategies to concisely communicate approach and goals.

  • Evaluate: communication across teams and to project stakeholders ensuring expectations are managed.

  • Manage work with it and Project Management to bring automation to the tracking and exception management process.

  • Perform a documented handover process to the Engineering Project Management for the implementation and handover phase.

  • Develop and execute annual automation and SCADA work plan.

  • Guide: Risk Identification and mitigation, anticipating engineering challenges.

  • Pilot: monitor project progress, identify and resolve potential project delays.

  • Translate operational and Business Objectives into automation solutions.

  • Ensure you enhance; exceed stakeholder expectations for cost, schedule, and quality.

  • Ensure your organization is also a leading supplier of Warehouse Automation solutions.

  • Provide Technical Support to Distribution Design Engineers, Operations, and Managed Accounts as it relates to distribution field equipment automation and communications.

  • Lead: plan, coordinate, and direct internal teams to achieve project success.

  • Be accountable for reporting and monitoring of data capture for automation and maintenance activities.

  • Be accountable for performing a wide variety of engineering analysis and project oriented engineering activities in support of the Distribution Automation effort and control theory.

  • Govern: tangible application of engineering and Continuous Improvement.

  • Ensure you develop a project from inception to final design.

  • Evaluate: work closely with the lay out group to convert System Design into lay out.

  • Drive Employee Engagement for project team and site employees.

  • Be accountable for ensuring material is located in the correct system area for consumption.

  • Support and maintain the integrity of conceptual design during detailed engineering, system implementation, and system operation.

  • Establish: champion Performance Management process for direct reports to achieve business results.

  • Evaluate the designs based on cost, functionality, Business Needs and risks.

  • Evaluate: monitor fulfillment of contract requirements to ensure quality and timeliness of vendor deliverables.

  • Identify the customers automation needs and corresponding Process Requirements for software processes.


Save time, empower your teams and effectively upgrade your processes with access to this practical Warehouse Automation Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Warehouse Automation related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Warehouse Automation specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Warehouse Automation Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Warehouse Automation improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. How do you link measurement and risk?

  2. Which Warehouse Automation impacts are significant?

  3. Why will customers want to buy your organizations products/services?

  4. How will your organization measure success?

  5. Will Warehouse Automation have an impact on current Business Continuity, Disaster Recovery processes and/or infrastructure?

  6. Are you maintaining a past-present-future perspective throughout the Warehouse Automation discussion?

  7. What disadvantage does this cause for the user?

  8. Why should you adopt a Warehouse Automation framework?

  9. Who is involved with workflow mapping?

  10. Do those selected for the Warehouse Automation team have a good general understanding of what Warehouse Automation is all about?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Warehouse Automation book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Warehouse Automation self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Warehouse Automation Self-Assessment and Scorecard you will develop a clear picture of which Warehouse Automation areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Warehouse Automation Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Warehouse Automation projects with the 62 implementation resources:

  • 62 step-by-step Warehouse Automation Project Management Form Templates covering over 1500 Warehouse Automation project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Warehouse Automation project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Warehouse Automation project team have enough people to execute the Warehouse Automation project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Warehouse Automation project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Warehouse Automation Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

  • 2.1 Warehouse Automation Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Warehouse Automation project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Warehouse Automation project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Warehouse Automation project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Warehouse Automation project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Warehouse Automation project with this in-depth Warehouse Automation Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Warehouse Automation projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Warehouse Automation and put Process Design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Warehouse Automation investments work better.

This Warehouse Automation All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.