Use this checklist before requesting a quotation or feasibility review. It helps your engineering and operations teams prepare the baseline information required for warehouse automation planning.
1. Workflow Scope
- Define the process to be improved: receiving, storage, line-side delivery, picking, transfer, or outbound.
- Clarify whether the target is a product-level upgrade or a wider solution-level redesign.
- List the current operational bottlenecks, manual touchpoints, and safety concerns.
2. Load & Handling Data
- Confirm load type, weight range, dimensions, and carrier format.
- Identify stacking, lifting, or rack interface requirements.
- Note special conditions such as fragile parts, clean zones, or mixed-SKU handling.
3. Site Conditions
- Prepare layout drawings with aisle width, travel distance, charging areas, and workstation positions.
- Describe floor condition, ramp status, turning constraints, and shared-traffic zones.
- Mark any conveyor interfaces, production line touchpoints, or storage constraints.
4. Throughput & Control
- Estimate daily throughput, peak load, takt time, and required response time.
- List software systems already in use, such as ERP, WMS, MES, WCS, or fleet control.
- Clarify what data visibility, traceability, and safety logic are required.
5. Project Readiness
- State the current project stage: planning, budgeting, approved, or supplier comparison.
- Confirm the target timeline for technical review, installation, and go-live.
- Prepare the internal decision criteria for quotation review and supplier selection.