Implementation and validation of warehouse management systems, and integration with the ERP system

The company entrusted the project to the S4BT CSV Team, selected, both, for the high degree of professionalism – experienced by the client on previous occasions – and for our specific expertise in Project Management, Validation of Information Systems as well as the ERP system used by the client.

In the initial phase of the project, the company developed the URS (User Requirement Specification), summarised in a document containing the system requirements (process, technological, regulatory, operational, performance requirements, etc.).

At the same time, the project team defined the activity flows performed on the existing ERP system.

S4BT then elaborated the Validation Plan, i.e. the reference document for all validation activities, followed by a Risk Analysis (in accordance with FMEA methodology), to identify the critical functions relating to system implementation.

S4BT managed the Drafting and Execution of the following Protocols:

• PC Client Installation Qualification (IQ), providing evidence of
  system installation in compliance with the hardware and software specifications of the supplier;
• Operational Qualification (OQ) aimed at testing the correct functioning of the interfaces between the new warehouse management system and the existing ERP;
• Performance Qualification (PQ) aimed at providing evidence of new system and
  ERP functioning in accordance with the URS document S4BT deployed human resources with skills and experience more in line with the project specifications.

Subsequently, the CSV Team developed the Traceability Matrix i.e. the document linking the URS requirements with the functions of the System controlling the Warehouse and with the Validation Protocols.

At the end of the project, S4BT prepared the Validation Report as a summary of the results of the validation activities, as well as the conclusions and recommendations for post go-live monitoring.

The activities of the CSV Team went beyond validation and integration between the two Systems.

In fact, S4BT’s contribution included Project Management activities such as drafting meeting minutes, the management and presentation of the project time lines, and coordination of suppliers and third parties.