2-minute qualification checklist

Current WMS / process state: What system or process do they run today?

Top exceptions: What are the top 2–3 recurring issues (mis-picks, stock mismatch, scanning friction, shortage handling)?
Growth pressure: Are orders/customers increasing or new requirements emerging?
Integration sensitivity: Any must-connect systems (ERP/customer feeds/carriers)?
Timing constraints: Any peak periods where change is hard?

Routing guidance

If exceptions/workflow pain is primary → Ops/Warehouse first. If integrations/security are primary → involve IT in step 2, not step 1.

When to involve IT

ERP/customer-system integration is required for go-live.
Security/hosting requirements must be validated.
Devices/printing standards require IT governance.

Promise to Gatekeeper

"We'll send IT a short checklist so they can respond asynchronously if preferred."

Visual idea2-step routing decision tree: Is the pain primarily operational? → Ops-first. Is integration/security a blocker? → Add IT checklist step.

What to send after the checklist

15-minute agenda (3 questions + output = stakeholder map + next step).
1-page internal brief they can forward without rewriting.
One proof artifact: relevant case or reference option.