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The typical implementation process for Katana MRP software involves several key steps and can vary in duration depending on the complexity of the business and the selected plan. Here's a detailed overview:
Onboarding Program: Katana offers a specialized onboarding program to help businesses set up and fully leverage the platform's capabilities. This program includes up to 10 hours of individual guidance.
Dedicated Onboarding Manager: Each business is assigned a dedicated onboarding manager who guides them through the setup process via live calls, emails, and learning materials.
Workflow and Data Structure Coaching: Businesses receive individualized assistance to align Katana’s data and workflow setup with their specific goals and operations.
Data Migration Guidance: Expert guidance is provided to optimize data migration and configure the Katana account effectively.
Integration Support: Technical advice is available for configuring integrations between Katana and other software like e-commerce and accounting tools.
Post-Onboarding Support: Ongoing assistance is provided by the support team and a dedicated Customer Success Manager.
Day 1: Getting started with Katana, reviewing existing workflows, and uploading products and materials.
Day 4: Refining inventory setup, reviewing product and material uploads, and setting up BOMs (Bill of Materials) and operations.
Day 7: Optimizing production and workflow, preparing for stocktake, and reviewing BOM/operations uploads.
Day 12: Integrating and enhancing operations, uploading stocktake, connecting integrations, and final workflow review.
Day 30: Operational fine-tuning and live check-in.
Day 45: Onboarding graduation and introduction to the Customer Success Manager.
The entire process typically takes around 45 days, but businesses enrolled in the onboarding program can get set up 2 to 3 times faster than those who do not participate.
Katana MRP can be customized to fit specific business needs. Here are some key customization options:
Custom Fields: Katana allows users to create custom fields for products and materials, enabling businesses to add detailed, specific information to their items. These fields can be used to enhance documentation and data visibility across sales orders, quotes, and via API.
Custom Workflows: Through its open API, Katana supports the creation of custom workflows, allowing businesses to integrate Katana with other tools and tailor the software to their unique processes.
Custom Print Templates: Users can create custom print templates for sales orders and other documents, ensuring that all necessary information is included and formatted according to business requirements.
User Permissions: Katana offers customizable user roles and permissions, allowing businesses to control access to different parts of the software based on user roles.
Integration with Other Software: Katana integrates with various e-commerce platforms (like Shopify and WooCommerce) and accounting tools (like QuickBooks Online and Xero), enabling seamless data flow and process automation.
Katana MRP has several additional costs beyond the basic subscription fees:
Professional Plan: $1,499.
Warehouse Management: Enhances stock visibility and simplifies daily operator tasks.
Professional Plus Plan: Starts at $1,799/month (billed annually) or $1,999/month (billed quarterly).
Maintenance and Support: While basic support is included in all plans, businesses can access additional support through the onboarding program and ongoing assistance from a dedicated Customer Success Manager.
These additional costs ensure that businesses can fully leverage Katana's capabilities and customize the software to meet their specific needs.
Katana MRP provides extensive training and support to help new users get the most out of the platform:
Katana MRP takes data security seriously and implements several measures to protect user data:
Data Encryption: All application data is secured in transit using TLS (Transport Layer Security) and encrypted at rest using industry-standard encryption algorithms.
Access Control: Katana employs role-based access control (RBAC) to ensure that users only have access to the data and systems necessary for their tasks. Regular access reviews are conducted to remove unnecessary permissions.
Authentication: Employees use Single Sign-On (SSO) for resource access and are required to use multi-factor authentication (MFA) wherever possible.
Infrastructure Security: Katana is hosted on AWS infrastructure, benefiting from AWS's robust security features and continuous posture management to ensure secure deployment.
Application Security: Katana conducts architecture reviews, stringent code reviews, and has a responsible disclosure program to incentivize external researchers to report vulnerabilities.
Monitoring and Incident Response: Continuous monitoring of infrastructure for suspicious activity and potential threats is in place, along with an incident response plan for immediate action in case of a security breach.
Data Backups: Customer data is regularly backed up using automated AWS backup features, with multiple backup schedules to prevent data loss.
Disaster Recovery: Katana has a documented disaster recovery and business continuity plan to ensure system resilience in case of damage or disruption.
Compliance: Katana complies with GDPR (General Data Protection Regulation) and has successfully completed a SOC 2 Type II audit, ensuring that its security controls are independently validated.
These measures ensure that Katana MRP provides a secure and reliable platform for its users.
Katana MRP regularly releases updates to enhance its features and improve user experience. Here are some key points about their update process:
Update Management: Updates are managed through a cloud-based deployment, ensuring that all users have access to the latest version without needing to manually install updates.
User Notifications: Users are notified of upcoming updates and new features through in-app notifications and email communications. Detailed release notes are provided to inform users about the changes and improvements.
Beta Testing: Before major updates are rolled out, they often undergo beta testing with a select group of users to identify and resolve any issues.
Katana MRP has clear policies regarding data ownership and portability to ensure that users have control over their data:
Data Ownership: Users retain full ownership of all data they input into the Katana MRP system. This includes inventory data, sales orders, production schedules, and any other information stored within the platform.
Data Portability: Katana MRP provides tools for data export, allowing users to download their data in common formats such as CSV or Excel. This ensures that users can easily transfer their data to other systems if needed.
Data Access: Users can access their data at any time through the Katana MRP interface. The platform offers comprehensive data management features to view, edit, and export data as required.
Data Security: Katana employs robust security measures to protect user data, including encryption, access controls, and regular backups.
These policies ensure that users have full control over their data and can easily manage and transfer it as needed.
Katana MRP offers flexible terms for scaling up or down to accommodate changing organizational needs:
Katana MRP adheres to several compliance standards to ensure data security and regulatory compliance:
GDPR Compliance: Katana complies with the General Data Protection Regulation (GDPR), ensuring that user data is handled in accordance with European data protection laws.
SOC 2 Type II: Katana has successfully completed a SOC 2 Type II audit, which verifies that the company’s security controls meet the stringent requirements for managing customer data based on five trust service principles: security, availability, processing integrity, confidentiality, and privacy.
Data Encryption: All data is encrypted in transit using TLS and at rest using industry-standard encryption algorithms.
Access Control: Role-based access control (RBAC) and multi-factor authentication (MFA) are implemented to ensure secure access to the platform.
Regular Audits: Katana conducts regular security audits and assessments to maintain compliance and ensure the highest level of data protection.
These measures ensure that Katana MRP provides a secure and compliant environment for its users.
Katana MRP regularly releases updates to enhance its features and improve user experience. Here are some key points about their update process:
Frequency of Updates: Katana MRP typically releases updates on a monthly basis. These updates include new features, improvements to existing functionalities, and bug fixes.
Update Management: Updates are managed through a cloud-based deployment, ensuring that all users have access to the latest version without needing to manually install updates.
User Notifications: Users are notified of upcoming updates and new features through in-app notifications and email communications. Detailed release notes are provided to inform users about the changes and improvements.
Beta Testing: Before major updates are rolled out, they often undergo beta testing with a select group of users to identify and resolve any issues.
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