Guided Onboarding: Katana offers a personalized onboarding process that includes a dedicated onboarding manager to guide users through setup, personalized workflow design, expert data migration, and account configuration support.
Implementation Time: The average implementation time for Katana is approximately 30 days, though businesses using Katana's onboarding services can be fully set up 2-3 times faster than those setting up independently.
Onboarding Services: These services are mandatory for certain plans (Standard, Professional, and Professional Plus) and come with a one-time fee to ensure efficient setup and integration.
Support Post-Onboarding: After the initial setup, a dedicated customer success manager is available to assist with any ongoing needs or adjustments.
Customisation
API Access: Katana provides API access for custom integrations, allowing businesses to tailor the software to their specific needs.
Custom Workflows: Users can create custom workflows via the API to fit unique business processes, ensuring flexibility in operations.
Bespoke Manufacturing Support: The software supports bespoke manufacturing processes, enabling businesses to generate manufacturing orders based on specific customer requirements and monitor project progress.
Flexible Add-ons: Katana offers add-ons to extend functionality, allowing businesses to enhance the software's capabilities as needed.
Integration Options: The platform integrates with various e-commerce platforms and accounting software like Shopify and QuickBooks, facilitating seamless data flow across systems.
Additional Costs
Subscription Fees: Katana offers several pricing plans ranging from $179 to $1,799 per month, depending on the features and scale required by the business.
Setup Fees: An implementation package is required for certain plans, priced at $400, which ensures a quick and efficient setup process.
Maintenance and Support Charges: While basic customer support is included in all plans, premium support options are available for higher-tier plans, which may involve additional costs.
Add-on Costs: Additional features such as advanced manufacturing capabilities or extra shop floor operators incur extra charges depending on the plan tier.
Training
Katana Academy: Offers an extensive knowledge base, video tutorials, onboarding guides, and continuously updated information to help users learn at their own pace.
Customer Support Tiers: Basic plans include standard email support. Higher-tier plans offer priority support with live chat and dedicated account management.
Personalized Training Sessions: Available as part of the onboarding package for more personalized assistance during the initial setup phase.
Ongoing Support: A dedicated customer success manager is assigned post-onboarding to provide continuous support and ensure users maximize the software's capabilities.
Security Measures
SOC 2 Compliance: Katana has achieved SOC 2 compliance, ensuring high standards of data security, availability, processing integrity, confidentiality, and privacy are maintained.
Data Encryption: Best-practice security protocols are employed to encrypt data both in transit and at rest, safeguarding against unauthorized access.
Access Controls: Rigorous password policies and user authentication measures are implemented to protect sensitive information from unauthorized access.
Regular Security Audits: Continuous monitoring and evaluation of security practices are conducted to maintain compliance with industry standards and protect against emerging threats.
Data Backup Procedures: Regular data backups are performed to ensure data can be restored in case of any physical or technical incidents, minimizing potential data loss risks.
Updates
Regular Updates: Katana releases updates regularly to ensure the software remains current with technological advancements and user needs.
User Notifications: Users are notified of updates through in-app notifications and emails, ensuring they are aware of new features or changes.
Automatic Updates: Updates are typically managed automatically, minimizing disruption to users and ensuring they have access to the latest features without manual intervention.
Feedback Integration: User feedback is often considered in planning updates, allowing the software to evolve according to user needs and industry trends.
Testing and Deployment: Before deployment, updates undergo rigorous testing to ensure stability and compatibility across different user environments.
Documentation: Detailed release notes and updated documentation accompany each update, helping users understand new functionalities and changes.
Data Ownership and Portability
User Ownership: Katana ensures that users retain ownership of their data, providing full control over their information stored within the platform.
Data Export Options: The software offers data export functionalities, allowing users to download their data in various formats for backup or transfer purposes.
API Access: Through API access, users can integrate with other systems, facilitating seamless data portability across platforms.
Data Retention Policies: Clear policies are in place regarding data retention, ensuring that user data is handled responsibly and can be retrieved or deleted as needed.
Privacy Compliance: Katana adheres to privacy laws such as GDPR, ensuring that user data is protected and portable in compliance with legal standards.
Customer Support for Data Queries: Dedicated support is available to assist with any queries related to data ownership or portability, ensuring users have the necessary resources to manage their data effectively.
Scaling Up / Down
Flexible Subscription Plans: Katana offers various subscription plans that allow businesses to scale up or down based on their operational needs.
Plan Adjustments: Users can upgrade or downgrade their plans at any time, providing flexibility as business demands change.
Additional Features: As businesses grow, they can add features or increase user limits without switching platforms, supporting scalability within the existing framework.
Cost Adjustments: Changes in subscription plans will result in adjusted billing, reflecting the new level of service or features accessed by the user.
The terms & conditions for contract renewal and cancellation
Renewal Process: Contracts typically renew automatically unless canceled by the user, ensuring uninterrupted service.
Cancellation Policy: Users can cancel their subscriptions at any time, with terms specifying any notice period required before cancellation takes effect.
Refund Policies: Refunds may be available under certain conditions if a subscription is canceled partway through a billing cycle.
Contractual Obligations: Any specific contractual obligations related to renewal or cancellation are clearly outlined during the sign-up process.
Customer Support for Cancellations: Support is available to assist users with the cancellation process, ensuring a smooth transition if they choose to discontinue service.
Compliance
SOC 2 Compliance: Katana meets SOC 2 compliance standards, ensuring robust security controls are in place for data protection.
GDPR Compliance: The software complies with GDPR regulations, safeguarding personal data for users within the European Union.
Industry-Specific Standards: Depending on the industry served, additional compliance standards may be met to ensure regulatory alignment.
Regular Audits: Regular audits are conducted to maintain compliance with evolving standards and regulations, ensuring ongoing adherence.
Transparency in Compliance Practices: Katana provides clear documentation on its compliance practices, offering transparency and assurance to its users.
