Implementation built to fit
your business
Every Katana implementation starts with a dedicated Solutions Engineer who maps your business and recommends the right implementation path for your workflows.
HOW KATANA IS DIFFERENT
Go live with personalized, expert guidance
Katana’s implementation is built to fit your business.
From the first call, a dedicated Solutions Engineer – your personal implementation manager – learns how your business works and adjusts your implementation process to your specific setup.
You get expert guidance at every stage, with a process shaped around your business from start to go-live.
Implementation plans
Implementation that fits your business
We offer three implementation paths to match the support level to your team’s needs.
Your Solutions Engineer recommends the right path based on your business complexity and goals.
Self-serve
Launch independently. Structured in-app guidance built around your business.
Included / no additional cost
- Included:
- Personalised in-app setup path
- AI-assisted data import templates
- 4-week live training series
- Live support and knowledge base
- A good fit when: Your setup is straightforward and you’re confident handling it independently.
Led by Katana expert
Launch with a dedicated Solutions Engineer who has seen your exact scenario before.
$2,000 / One-time fee
- Included:
- Workflow mapping with your real data
- eCommerce and accounting integration setup
- BOM and recipe setup support
- Data import validation
- Go-live readiness checklist
- A good fit when: You have multiple integrations or complex BOMs and you want an expert making decisions alongside you.
Delivered by a partner
Implement with a certified partner with the expertise to handle large, complex implementations.
$2,300 – $7500 / One-time fee
Custom scope, quoted per project
- Included:
- Full operational assessment
- Custom workflow config and API development
- Full data cleanse and migration
- Role-based team training
- Change management support
- A good fit when: Implementation scope is large enough it would become your team’s second job.
Getting started
How Katana’s expert-led implementation works
Katana’s Expert-led path pairs you with a Katana expert who knows the product inside out and builds your implementation around your business – configuring, validating, and building alongside you from day one.
- Data, integrations, and team readiness analysis
- Go live in under six weeks, with a Katana expert managing every stage
- Custom tools and workflow extensions built around your specific processes
+1500
customers worldwide
Fantastic implementation and customer support experience. Much easier to use than the ERP we are moving from.
Laura S.
Office Manager at Volcanic Bikes
The onboarding process was visually pleasing and easy to follow. Our onboarding specialist, did a fantastic job.
Katana Ashley Killian
Warehouse manager at Matt’s RV Products
Katana is a great resource. The easy implementation and helpful staff make the product worth it.
Shane Gothman
Senior Associate – Financial Advisory Services, at Embark
Frequently asked questions
Katana’s implementation program includes a dedicated Solutions Engineer who maps your business, validates your data, sets up your integrations, and builds custom tools and workflow extensions tailored to your setup. The program runs from an initial scoping call through to a confirmed go-live milestone.
Katana’s onboarding starts with a discovery call where your Solutions Engineer maps your workflows, integrations, and data before any configuration begins. From there, the process moves through data validation, integration setup, team training, and a go-live checklist. Your Solutions Engineer manages each stage.
Most clients are live in under six weeks, with some needing just a few days. Your SE works through a structured process with defined milestones, and go-live happens when every box is checked.
Yes. Your Solutions Engineer builds targeted tools, automations, and enhancements during implementation so Katana works exactly the way your business does. For ready-made workflow extensions, the Katana Community Solutions library offers a range of tools built by partners and community creators to extend Katana’s functionality.
Self-serve gives you structured in-app guidance and AI-assisted tools to set up Katana independently. SE-led gives you a dedicated Solutions Engineer who maps your business, validates your data, and builds targeted tools and automations around your workflows.
No, our SEs will join a call and provide workflow mapping free of charge. If you decide to go with the Implementation program, then the personalized setup begins.
Yes. If your complexity changes after you get started and self-serve isn’t the right fit, you can upgrade to SE-led at any point.
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