Innovative Game Plan: How to Implement Your OMS
Tuesday, July 25, 2017

Innovative Game Plan: How To Implement Your OMS

Dear Retailer, thank you for choosing OrderDynamics’ OMS! Let us begin our journey together on the road to omni-channel success. While you’re also probably eager to start, we want to share a few steps to help you prepare for a smooth and successful implementation. Here’s 4 steps in the game plan to successfully implement your OMS:

Step 1: Know Your Environment

If you're working with a third-party integration partner, make sure they know the ins and outs of the existing systems. First and foremost, take stock of your current technology environment. Take a look at your legacy systems and understand their capabilities and limitations. Are your systems ready to integrate with the new OMS? Have you made patches to create a makeshift order management environment? You’ll want to familiarize yourself with all aspects of your technology environment while identifying weak areas that could hinder integration.

Also, if you’re working with a third-party integration partner, make sure they’re aware of the ins and outs of the existing systems.  They must understand how these systems will work in conjunction with your OrderDynamics OMS.

Step 2: Document All Requirements

While an order management solution is a must-have for any retailer who wants to survive in today’s retail environment, each organization has its own unique needs. Before you begin your implementation, make sure you capture your organization’s pain-points and goals. Clearly define the solution strategy at a more granular level. Make sure all stakeholders are able to provide input and to log their requirements and/or concerns.

In addition to defining the desired outcomes, set a target date for the company operations to go live with your OMS. Moreover, make sure you’re aware of any consequences or issues that may arise if you don’t meet the target completion date.




You need a team that represents stakeholders who will directly be effected by the implementation. Step 3: Establish a Dedicated Team

Whether you’re working with a third-party integration partner or managing the project internally, you should have a dedicated team in place. This team should be ready to manage every every piece of the process. With any technology implementation, one of the biggest barriers to success is change management. To offset this, make sure you put a team together that represents stakeholders from across the organization that will be effected by the implementation. They will serve as the essential champions of the project. Additionally, they will be critical to effective communication and feedback between the project team and their interested parties.

Step 4: Set Realistic Expectations

As we mentioned before, you need to clearly define specific objectives for your OMS implementation. This will help ensure that expectations are met across the organization. In addition, identify and define key business drivers, and work closely with those stakeholders to understand the inter-dependencies. Doing so will establish a clear direction to further ensure that the project runs smoothly without major hiccups.

Following these four steps to implement your OMS will set your retail organization up for success, and allow for a smoother transition for all involved. Don’t hesitate to reach out – OrderDynamics is here to help.

Your partner in omni-channel retail success,




Varsha Mistry

Varsha Mistry is Senior Manager of Professional Services at OrderDynamics. Varsha has over 20 years experience leading large, global and complex projects and programs in a variety of business verticals (banking, insurance, mutual funds, manufacturing, automotive, retail). Previous roles include Project Director – Enterprise Systems, Program Manager and IT Consultant. Varsha is a certified PMP and PRINCE2 professional, and has held roles in TD Bank, AGF Management Ltd, Transamerica Life, Magna International and OrderDynamics.



Retail Strategy: Order Management 3.0   Want to Know More About Distributed Order Management?   Distributed Order Management: Is Performance Important?