ProgramsLean Culture, Coaching & Leadership (OSCM 405)Projects** Modernizing Warehouse & Document Management Systems

Project Title: ** Modernizing Warehouse & Document Management Systems

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Details
Project Title ** Modernizing Warehouse & Document Management Systems
Project Topics Information Technology (IT) Inventory Management Operational Performance and Metrics Operations Training & Development
Skills & Expertise Data Collection Engineering Analysis Python Statistics
Project Synopsis: Challenge/Opportunity
** 
Our organization operates multiple warehouse locations that have grown organically over time. As a result, warehouse processes and inventory visibility vary by site, and we currently rely on a mix of ERP functionality, spreadsheets, and manual controls rather than a dedicated Warehouse Management System (WMS). This creates operational friction, limits real-time visibility, and makes scaling more complex and costly than necessary. 

In parallel, our document management environment has evolved without a formal information architecture. Files are stored across shared drives and SharePoint with inconsistent structures, naming conventions, and permissions. This limits collaboration, creates risk around document control, and prevents us from fully leveraging modern Microsoft tools and AI-assisted workflows. 

The opportunity is to establish standardized, scalable foundations in both warehouse operations and information management—enabling improved accuracy, efficiency, governance, and long-term readiness for automation and AI-driven decision support. 
Project Synopsis: Activities/Actions Required
** 
To achieve these outcomes, the project will focus on several practical activities: 

  • Documenting current-state warehouse workflows across receiving, storage, picking, shipping, and cycle counting.

  • Mapping these workflows to a future-state WMS model aligned with best practices and our operational realities.

  • Supporting configuration logic for locations, inventory movement, barcode usage, and reporting.

  • Defining key performance indicators (KPIs) to measure inventory accuracy, throughput, and process consistency.

  • Auditing existing document storage and usage patterns across departments.

  • Designing a structured SharePoint architecture with standardized libraries, metadata, permissions, and governance.

  • Mapping common business workflows (quotes, purchase orders, SOPs, vendor documentation) into SharePoint.

  • Identifying opportunities to prepare the environment for AI-assisted search, document classification, and automation using Microsoft’s ecosystem.


These activities are intentionally hands-on and applied, allowing students to work with real operational constraints rather than theoretical models.
 
Project Synopsis: Expected Results
** 
Success for this project would be defined by the creation of usable, implementable frameworks rather than abstract recommendations. 

For the warehouse initiative, success would include: 

  • A clearly documented current-state and future-state process map.

  • A practical WMS configuration and rollout plan suitable for phased deployment.

  • Defined KPIs and reporting structures that management can actively use.


For the document management initiative, success would include:
 
  • A clean, standardized SharePoint architecture that can be implemented company-wide.

  • Consistent document structures, metadata, and access controls across departments.

  • Reduced time spent searching for documents and fewer version-control issues.

  • A documented roadmap for future AI-enabled document search and workflow automation.


Measured outcomes would include improvements in inventory accuracy, reduced manual work, faster information retrieval, and improved consistency across locations—creating a stable operational foundation for future growth and advanced analytics.
 

Project Timeline

Touchpoints & Assignments Date Type

Program Kickoff

 Jan 19 2026 Event

Program Managers

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Teams

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