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Warehouse automation · Planning aid

Integration readiness planner

Before an integration project, mark the systems in scope and how each handoff confirms, fails, and is owned. The sheet lists what is still open. It is not a quote and not a score.

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Systems in scope

A handoff sits between each pair of neighbouring systems you keep. Untick a layer and its neighbours hand off directly.

See the readiness sheet
  • Owns the order and the record the business trusts.
  • Holds stock locations and releases work to the floor.
  • Chooses the next task and who carries it.
  • Commands equipment and waits for confirmation.
  • Moves goods on conveyors, sorters, carts, and arms.

Handoffs

Answer for each handoff in both directions: the message down and the confirmation back. Anything not defined yet stays open on the sheet.

HandoffERP to WMS

Typical failureOrders and confirmations disagree. A release goes down, the reply does not match, and the pictures of the order drift apart.

What confirms receipt, both ways
Where a failure goes
Who owns the exception

HandoffWMS to WES

Typical failureReleased work never becomes a task the floor can run. Priority drops out, or execution still holds an older state.

What confirms receipt, both ways
Where a failure goes
Who owns the exception

HandoffWES to WCS

Typical failureA task goes out and never comes back confirmed. Exception queues fill, and the layers drift.

What confirms receipt, both ways
Where a failure goes
Who owns the exception

HandoffWCS to PLC / equipment

Typical failureCommands and equipment state drift. A move is late or unacknowledged, so the line and the software disagree.

What confirms receipt, both ways
Where a failure goes
Who owns the exception

Before cutover

Tick what is already in place.

R-01Readiness sheet

KJNdustries · Integration readiness planner

Illustrative planning aid. Not an assessment.

Systems in scope
ERP, WMS, WES, WCS, PLC / equipment
Status
Open items remain.
Email this summary

HandoffERP to WMS

  • OpenWhat confirms receipt, both ways: Not defined yet
  • OpenWhere a failure goes: Not defined yet
  • OpenWho owns the exception: Not assigned yet

HandoffWMS to WES

  • OpenWhat confirms receipt, both ways: Not defined yet
  • OpenWhere a failure goes: Not defined yet
  • OpenWho owns the exception: Not assigned yet

HandoffWES to WCS

  • OpenWhat confirms receipt, both ways: Not defined yet
  • OpenWhere a failure goes: Not defined yet
  • OpenWho owns the exception: Not assigned yet

HandoffWCS to PLC / equipment

  • OpenWhat confirms receipt, both ways: Not defined yet
  • OpenWhere a failure goes: Not defined yet
  • OpenWho owns the exception: Not assigned yet

Before cutover

  • OpenAn agreed interface specification: messages, fields, and states
  • OpenInterfaces tested against an emulator before going live on site
  • OpenStaged tests from one piece of equipment to the whole site
  • OpenA rollback path written down
  • OpenThe people who work exceptions know where they land
  • OpenA named owner for each system
  • OpenInventory and open orders reconciled at go-live