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WMS Implementation Teams – Getting the Right Mix (Part 1)



WMS Implementation Teams – Getting the Right Mix (Part 1)

WMS Implementation Teams – Roles & Tips

In this two part series, we’re going to talk about what we think a typical WMS implementation team should look like and give you tips on getting the right people in those roles. Keep in mind your team might look a little different if you are only going to implement one facility or multiple facilities, or if you are a 3PL planning on doing many diverse roll-outs as you onboard new customers. We’ll start with the two biggies – Program Manager/Project Manager and WMS Super User.

Program Manager/Project Manager (PM)
The Program Manager/Project Manager (PM) is going to be the glue that brings everything together:

  • The PM might be an employee of the company who is installing the system or might be outside help that has been contracted for the project. In organizations that lack experience implementing enterprise systems, we think it is a good idea to seek outside help from someone seasoned and experienced, or to potentially hire someone to fill this role (as long as you have a role for them post-implementation).
  • For companies who are planning on multiple roll-outs, or for 3PLs that need to build a core roll-out team, the PM should probably be internal.
  • Another strategy would be to hire a coach or tactical project managers to guide the PM though the project if you have someone who has the project management skills but not the specific experience of WMS installs.
  • There are well respected certifications for Project Management that you may want to either offer to your chosen internal resource or look for in an external one.

Typical skills for the PM will be strong organization, abstract thinking and effective interpersonal communication (for navigating corporate departments and politics as well as for forging good relationships with all parties that get engaged in an enterprise wide software implementation). It greatly helps if they are likable since they may be asking a lot of people to work off hours, weekends, holidays, etc.

It is important to set the expectation up front that the PM will need the support of the highest levels in the organization. We believe the best PMs are the ones who support the teams by removing impediments and getting the resources the team needs to be successful; those kinds of activities generally need high level support.

WMS Super User
The future WMS Super User is a key role that must be filled for the long term sustainability of the new system(s). Sometimes it is clear who will become the WMS Super User at the beginning of the project and other times it becomes evident as the project progresses and one individual clearly elevates themselves above the rest. We have seen many supply chain professionals get their start as WMS Super Users; it can be a life-changing event for that person.

The WMS Super User (or Users) will ultimately become the go-to person who will sustain the project post go-live. It is important that this person is in the right role organizationally so that they can be effective in the future. Sometimes they become part of the IT staff, other times they become part of the Inventory Control staff. It’s a good idea to think through how and where this person or persons will fit long term.

The WMS Super User might also be able to fill other roles based on the complexity and duration of your implementation:

  • WMS Tester – they are often the best person to “push” data through the system for testing
  • WMS Trainer – becomes the person who is responsible for training others on how to use the new system

There are many variables that will determine if your WMS Super User can wear multiple hats or if it might be best to contract out those temporary positions to seasoned experts. If you selected the right person for your PM, you will hopefully know what the best path is for your implementation.

We hope we got you thinking about the first two major roles you will likely need to fill to transition your organization into a new WMS. The remaining roles are covered in Part 2.

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Jeremy Hudson

Vice President of Client Services

Jeremy’s focus is on the products and services clients need to stay competitive. Open Sky Group’s mission is to deliver technology-enabled solutions that allow our customers to achieve more while having the flexibility to adapt to change. Jeremy lives the core values and mission by bringing the best experience possible to our clients. He is an essential member of implementation teams, working alongside clients, and encouraging them to use innovation and best practices instead of customizations for success.

Jason Yantiss

Vice President of Client Services

Jason provides leadership to a variety of teams focused on implementation and integration. With 27+ years of experience holding operational and technical management roles in transportation, billing, and warehousing across a vast array of industry verticals, Jason is adept at driving multiple complex projects, understanding customer needs at all levels of the operation and providing viable solutions. Jason’s resume of 150+ implementation projects include Warehouse, Labor, Transportation, Yard Management and multiple AR/AP Freight Pay and Customer Billing systems. 

Eric McPherson

Vice President of Client Services

Mac works to oversee implementation and integration projects. A former Marine officer and military police officer, he brings over 27 years of supply chain experience, including 11 years at Blue Yonder in both delivery and service sales. Mac is a dedicated, team-oriented professional with a background in business management, professional services, customer service, and supply chain technology. His specialties include sales support, supply chain execution systems, project management, fulfillment operations, distribution operations, and GSA contracts.

Shannon Caflisch

Senior Vice President of Sales and Marketing

Shannon is responsible for the strategy and management of all sales, business development, and marketing programs. With over 25 years of sales experience and 15 years focused in the supply chain space, Shannon focuses on building strong relationships with clients and partners and strives to deliver the right software solutions to help conquer supply chain challenges. Shannon believes in learning by listening to understand clients’ goals, struggles, and what is important to their business to build lasting, successful relationships.

Alan Prillaman

Senior Vice President of Client Services

As Senior VP of Client Services, Alan oversees all consulting services and account management at Open Sky Group. Possessing over 30 years of combined industry and consulting experience, Alan leverages his unique background in IT, logistics, quality management systems, manufacturing and distribution operations, and facility and strategic account management to provide clients with creative resolutions to complex challenges. His core philosophy and passion are to deliver tangible value for and establish long-term trusted partnerships with our clients.

Mike Noble

Senior Vice President of Technology

As Senior Vice President of Technology, Mike leads Open Sky Group’s Managed Services, Software Services, Infrastructure Services, and Information Technology teams bringing 35+ years of experience in Supply Chain Execution and Information Technology. Mike and his teams ensure we maintain the highest levels of customer service in a secure and reliable environment, constantly reviewing and evaluating new technologies, their appropriateness and applicability so we can safely and securely transact our own business – and help our clients accomplish the same.

Chad Kramlich


Joining Open Sky Group in 2015, Chad, served as Chief Revenue Officer for three years prior to his appointment to CEO in 2022. With over 25 years of experience delivering results for high-growth software and consulting organizations, Chad is leveraging his background in building efficient and effective implementation teams, establishing high-impact services operations, achieving revenue growth, and deepening executive-level client relations to help propel Open Sky Group into a very successful future.