Katana’s personalized implementation program
A defined path to operational confidence with clear sequencing, data validation, and a named go-live milestone.
What to expect when implementing
Our implementation services are custom-designed around your industry and business processes, but a typical agenda for setting up your account may look like this.
Step 1
We discover your needs
Your Katana expert learns about your products, integrations, team, and data to understand what implementation you actually need.
Step 2
Your SE builds your plan
A Solutions Engineer designs an implementation matched to your reality — heavy on data support if that’s your need, deep on integrations if that’s your risk.
Step 3
You go live with confidence
Your real data, your real integrations, your real orders — validated before you make the switch. Go-live is the moment you confirm what’s already working.
Getting started with Katana
Everything you need to know about getting started with Katana. From onboarding and implementation to going live.
Implementation that fits your business
Our implementation represents a defined path from signed contract to operational confidence. Clear sequencing, rigorous data validation and a named go-live milestone, all mapped so you go live with confidence, not anxiety.
Built for a smooth go-live
Receive individual guidance on your account, defining the necessary steps and establishing the most efficient workflows.
You can design an implementation that matches your reality. Heavy on data migration support if that’s your blocker. Heavy on integration validation if that’s your risk. Heavy on change management if your team needs confidence. Implementation has a one-time fee of $2,000.
A dedicated Solutions Engineer
Your dedicated Solutions Engineer guides you through setup and Katana implementation through a series of live calls, emails, and learning materials.
Workflow and data structure coaching
Get individualized assistance to seamlessly align Katana’s data and workflow setup with your business goals and operations.
Data migration guidance
Acquire expert guidance for optimizing data migration and establishing the most optimal configuration of your Katana account and business.
Additional support and resources
Leverage Katana’s support team and partner network, and explore other valuable resources like the video academy and Knowledge Base.
Help with Katana’s integrations
Get technical advice and guidance on configuring integrations between Katana and your ecommerce and accounting software to get the most out of them.
Post-onboarding support
We’ll be here whenever you need help. Connect with our support team and enjoy ongoing assistance from your dedicated Customer Success Manager.
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