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StrataJazz Financial Planning Commentary
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Niel Oscarson
Research Director
KLAS Research Director - Niel Oscarson
 
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Financial Planning & Analysis 2022: Which Vendor Is Helping Organizations Make the Most of Their Technology?
Financial Planning & Analysis 2022:
Which Vendor Is Helping Organizations Make the Most of Their Technology?
December 2022
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User Commentary

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Director

Product, Value

StrataJazz Financial Planning has scaled nicely with the size of our organization. The reports have...

May 2024
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Director

Operations

StrataJazz Financial Planning does what we want it to do, but the implementation was painful....

May 2024
||
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Director

Operations

The behind-the-scenes data people at Strata Decision Technology don’t know their heads from holes in...

May 2024
||
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Director

Loyalty

We chose StrataJazz Financial Planning because our higher-ups were shown it at a vendor expo and...

May 2024
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Director

Operations

The initial training from Strata Decision Technology is something that everyone has raved about. It...

May 2024
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Director

Product

StrataJazz Financial Planning’s integration with our multifactor authentication doesn't always work...

May 2024
||
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Director

Culture, Operations

The implementation with Strata Decision Technology was frustrating. We would have a call one day,...

May 2024
||
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Director

Loyalty

Strata Decision Technology has changed. They used to be great to work with, but since the parent...

Apr 2024
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Director

Relationship

Strata Decision Technology does not have a test region. They make changes in a live system. That is...

Apr 2024
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Director

Relationship

The vendor is not proactive, and their executives only get involved when we pitch a fit because of...

Apr 2024
||
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Analyst/Coordinator

Product, Value

StrataJazz Financial Planning has definitely made the way we approach budgeting and planning more...

Apr 2024
||
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Analyst/Coordinator

Product

A lot of areas in the system don't seem to work right, and things are getting worse. We can tell...

Apr 2024
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Analyst/Coordinator

Product

One of our pain points in the system comes from the system's administrative dashboard. That...

Apr 2024
||
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Analyst/Coordinator

Relationship

There is usually a delay in Strata Decision Technology's support unless the problem is the easiest...

Apr 2024
||
(0)
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Analyst/Coordinator

Culture

We made certain choices with the system, and there were ramifications that Strata Decision...

Apr 2024
||
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Analyst/Coordinator

Value

I assume that the system is really expensive, and it is definitely not worth it.

Apr 2024
||
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Director

Relationship

I don't love Strata Decision Technology’s technical support model. Sometimes we just have a simple...

Apr 2024
||
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Director

Product

One of StrataJazz Financial Planning’s biggest strengths is its reporting capabilities. Being able...

Apr 2024
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Director

Product

The number-one piece of feedback we get on StrataJazz Financial Planning from our organization would...

Apr 2024
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Director

Relationship

Strata Decision Technology informs us of the best practices, and they try to guide us in that...

Apr 2024
||
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Director

Product, Value

While using StrataJazz Financial Planning in the last few years, we have been able to take a...

Apr 2024
||
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Director

Operations

StrataJazz Financial Planning is a little more straightforward, but we don't have a lot of ongoing...

Feb 2024
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Director

Value

We are generally happy with Strata Decision Technology. Their tool has streamlined our annual budget...

Feb 2024
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Director

Relationship, Value

We have escalated enough things with StrataJazz Financial Planning. We have somewhat regular...

Feb 2024
||
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Director

Relationship

One of the biggest downsides of our experience has been on the customer service side. In terms of...

Feb 2024
||
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Director

Product, Value

We have optimized the software, and we continue to implement different aspects of each of the...

Feb 2024
||
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Director

Loyalty

Strata Decision Technology has a strategic planning module that we hoped to use for our long-range...

Feb 2024
||
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Director

Loyalty, Relationship

From a customer perspective, I think the Axiom acquisition is great, and it can be really powerful...

Feb 2024
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(0)
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Director

Operations

The implementation for StrataJazz Financial Planning was smooth when we went live. But with the...

Feb 2024
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Director

Relationship

Strata Decision Technology keeps most of their promises. They keep saying that things are coming,...

Jan 2024
||
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Director

Product

I like the fact that I can incorporate a granular level of detail when I am doing my forecasting in...

Jan 2024
||
(0)
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Director

Product

I would like the vendor to find a way to keep intercompany things in balance. We have several...

Jan 2024
||
(0)
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Director

Operations

The vendor has little online self-training right now. We have to pay to go through their...

Jan 2024
||
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Director

Loyalty

The product’s recording needs to be a little more diversified. In the planning, I haven't seen a ton...

Jan 2024
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Director

Relationship

Strata Decision Technology has been very receptive to any questions we have had. Strata Decision...

Dec 2023
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Director

Product

The product is what I would consider an out-of-the-box, not-terribly-configurable system, but what...

Dec 2023
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Director

Product, Value

The product has allowed us to change the way we approach budgeting and planning, and that is a...

Dec 2023
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Director

Operations

We had several scheduled training sessions with Strata Decision Technology, and we expressed that we...

Dec 2023
||
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Director

Loyalty

We are not going to switch from Strata Decision Technology yet. The vendor does enhance StataJazz...

Dec 2023
||
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Director

Product

There is an opportunity for improvement in StratJazz Financial Planning around processing. I want to...

Dec 2023
||
(0)
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Director

Product

The report writer in StrataJazz Financial Planning is great; I really enjoy it. Lots of novice...

Dec 2023
||
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Director

Relationship, Operations

We recently went through a GL conversion, and Strata Decision Technology did a good job. They were...

Dec 2023
||
(0)
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VP/Other Executive

Culture

When I got the presentations from StrataJazz Decision Technology, they said the solution would be...

Nov 2023
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(0)
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VP/Other Executive

Value

StrataJazz Decision Technology charges us for everything. If there is any delay on anything, the...

Nov 2023
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(0)
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VP/Other Executive

Product

Anything that the product does well for us is relative. For example, we did capital planning on...

Nov 2023
||
(0)
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VP/Other Executive

Operations

We were supposed to have the whole implementation done, and every module was supposed to be done a...

Nov 2023
||
(0)
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VP/Other Executive

Relationship

The support from StrataJazz Decision Technology is really lacking, and they are not proactive. They...

Nov 2023
||
(0)
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VP/Other Executive

Value

We absolutely wouldn't buy StrataJazz Financial Planning again if we had the choice. We don't get...

Nov 2023
||
(0)
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Director

Culture, Relationship

Strata Decision Technology is very customer focused. They have an annual summit that goes on for...

Oct 2023
||
(0)
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VP/Other Executive

Relationship

Strata Decision Technology is a young company, so they are less experienced than others. The...

Oct 2023
||
(0)
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VP/Other Executive

Product

There are certain things that I would like Strata Decision Technology to focus on. I know the world...

Oct 2023
||
(0)
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VP/Other Executive

Product

StrataJazz Financial Planning is a good product and is very intuitive. If someone can Google, they...

Oct 2023
||
(0)
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VP/Other Executive

Product, Value

Adopting StrataJazz Financial Planning has been great because it is interactive and very easy to...

Oct 2023
||
(0)
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Director

Product, Value

Our old system was very homegrown and didn’t work very well. It was just adequate. But StrataJazz...

Oct 2023
||
(0)
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Director

Operations

I felt that Strata Decision Technology has taken more of a cookie-cutter approach to the...

Oct 2023
||
(0)
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Director

Product

StrataJazz Financial Planning is so intuitive. Users go right in, and they point and click and get...

Oct 2023
||
(0)
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Director

Relationship

The vendor's support people have been outstanding. They are very quick to respond. They stick to...

Oct 2023
||
(0)
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Director

Relationship, Operations, Value

We get our money’s worth with StrataJazz Financial Planning; we have gone from old technology to new...

Oct 2023
||
(0)
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Director

Culture, Relationship, Value

Strata Decision Technology gives us days on our statement of work, and we have a certain number of...

Oct 2023
||
(0)
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Director

Relationship

The vendor’s executives are always sending out things. They are very active.

Oct 2023
||
(0)
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Director

Product

When we run reports out of StrataJazz Financial Planning, we know they are correct. I can go into...

Oct 2023
||
(0)
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Director

Operations

One thing that really helped us during our budgeting process was that we were assigned several...

Sep 2023
||
(0)
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Director

Relationship, Product

Having the leaders have access to everything on a timely basis really helps them get in there and do...

Sep 2023
||
(0)
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Director

Product

For financial planning, we use an Excel reporter that lets us customize any report that we run and...

Sep 2023
||
(0)
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Director

Relationship

We guide the vendor more than they guide us on the strategic stuff.

Sep 2023
||
(0)
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Director

Relationship

The vendor has an absolutely horrible first-line phone support team. If we don't have an in with the...

Sep 2023
||
(0)
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Director

Loyalty

We only do system conversions once in a blue moon, so we expect that Strata Decision Technology will...

Sep 2023
||
(0)
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Director

Product, Value

The vendor’s reporting system needs an overhaul. The whole system has to work in order to drive a...

Sep 2023
||
(0)
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VP/Other Executive

Loyalty, Value

The vendor's Dynamic Planning tool estimates where we will end up at the end of the year and how big...

Sep 2023
||
(0)
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VP/Other Executive

Loyalty

The vendor comes up with new tools like Continuous improvement. Those tools take time to mature, so...

Sep 2023
||
(0)
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VP/Other Executive

Culture, Value

The vendor avoids charging for every little thing. We are basically given a bucket of hours for...

Sep 2023
||
(0)
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VP/Other Executive

Loyalty

Right now, the product meets our interoperability goals. However, that could change in the future...

Sep 2023
||
(0)
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VP/Other Executive

Relationship

The vendor was right at the forefront of things during the COVID-19 pandemic. They helped us...

Sep 2023
||
(0)
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Director

Relationship

The vendor doesn’t keep all of their promises; there are hiccups. But the vendor works through...

Sep 2023
||
(0)
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Director

Relationship, Value

The solution has helped us from a budget preparation standpoint; we have more insight into what is...

Sep 2023
||
(0)
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Director

Relationship

We like the people that we have direct contact with at the vendor, such as the experience manager....

Sep 2023
||
(0)
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Director

Relationship, Operations

If another healthcare organization were implementing the system, I would tell that organization that...

Sep 2023
||
(0)
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Director

Loyalty

Things have gone really well with Strata Decision Technology. They purchased EPSi, who owned our...

Sep 2023
||
(0)
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Director

Product, Value

In our old system, it was really hard to get into the details of what was going on. There is a much...

Aug 2023
||
(0)
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Director

Value

StrataJazz Financial Planning has helped us with making business plans to project when we are going...

Aug 2023
||
(0)
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Director

Product, Value

StrataJazz Finacial Planning’s biggest strength is the functionality and quickness that is within...

Aug 2023
||
(0)
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Director

Operations

The implementation team at Strata Decision Technology could make improvements on the...

Aug 2023
||
(0)
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Director

Loyalty

The biggest area for improvement in the product would be some of the specifics on the setup of the...

Aug 2023
||
(0)
 Thank you  Helpful

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Director

Culture, Value

Strata Decision Technology does not avoid charging for every little thing. They tend to charge for...

Aug 2023
||
(0)
 Thank you  Helpful

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Director

Operations

When Strata Decision Technology set up the strategic planning piece, the individuals we worked with...

Aug 2023
||
(0)
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Director

Relationship

Strata Decision Technology’s advisory services people are phenomenal to work with; they have a lot...

Aug 2023
||
(0)
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Director

Operations

Strata Decision Technology could improve their services if their implementation team had more...

Aug 2023
||
(0)
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VP/Other Executive

Loyalty, Relationship

Strata Decision Technology mostly keeps their promises. The tool is still being actively developed,...

Jul 2023
||
(0)
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VP/Other Executive

Product

Strata Decision Technology’s biggest strengths are their continued development of the tool to...

Jul 2023
||
(0)
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VP/Other Executive

Operations

The implementation process is probably one of Strata Decision Technology’s biggest weaknesses. They...

Jul 2023
||
(0)
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VP/Other Executive

Relationship

We have direct contact with the Strata Decision Technology leadership, and we have recurring calls....

Jul 2023
||
(0)
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VP/Other Executive

Culture, Value

As part of our overall maintenance fees with Strata Decision Technology, they give us what they call...

Jul 2023
||
(0)
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VP/Other Executive

Loyalty

Strata Decision Technology has the right vision, but the delivery is lacking. We are hopeful but do...

Jul 2023
||
(0)
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VP/Other Executive

Product, Value

The OnePlan tool is really streamlined compared to the former budgeting tool. Our budgeting process...

Jul 2023
||
(0)
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VP/Other Executive

Product

We have to give Strata Decision Technology kudos for StrataJazz Financial Planning; they have gotten...

Jul 2023
||
(0)
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Director

Product, Value

The management and reporting tools in StrataJazz Financial Planning that allow us to look at what we...

Jun 2023
||
(0)
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Director

Operations, Product

The system's UI is a little clunky and not easy to use, but once we get used to it, we know where to...

Jun 2023
||
(0)
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Analyst/Coordinator

Product, Value

Strata Decision Technology's product has made our budgeting and planning much more cohesive. In the...

Jun 2023
||
(0)
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Analyst/Coordinator

Relationship

In the last couple of years, Strata Decision Technology has had some turnover, and there have been...

Jun 2023
||
(0)
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Analyst/Coordinator

Product

The product is very easy to maneuver through. It is designed specifically for healthcare. There are...

Jun 2023
||
(0)
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 or  to see details.

Analyst/Coordinator

Relationship

Strata Decision Technology is very willing to take suggestions. End users can put requests in, and...

Jun 2023
||
(0)
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VP/Other Executive

Product

The flexibility of the platform is a little lacking in terms of modeling scenarios. StrataJazz...

May 2023
||
(0)
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VP/Other Executive

Product

The vendor could improve by developing some of the linkages for pulling data from different sources....

May 2023
||
(0)
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VP/Other Executive

Product, Value

The coolest part of StrataJazz Financial Planning is the continual improvement module. It takes data...

May 2023
||
(0)
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 or  to see details.

VP/Other Executive

Relationship, Operations

We have regular updates meetings with our client service folks and others. We would like to see...

May 2023
||
(0)
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VP/Other Executive

Product

StataJazz Financial Planning has good dashboards, and it is easy to get underlying data. The system...

May 2023
||
(0)
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CFO

Product, Value

The benefit we see from StrataJazz Financial Planning, from a short-term perspective, is being able...

May 2023
||
(0)
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CFO

Operations

We had some implementation challenges. We got the system built, and then suddenly, something went a...

May 2023
||
(0)
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CFO

Loyalty

I think the system is going to be better once we have some time under our belts. We are going to be...

May 2023
||
(0)
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Manager

Product

StrataJazz Financial Planning has brought us into the new millennium by giving us a single source of...

May 2023
||
(0)
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Manager

Culture, Product

The system's provider side is lacking, specifically when it comes to the system's ability to do...

May 2023
||
(0)
 Thank you  Helpful

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Manager

Product

The vendor's system is set up to approach an account a certain way and to do that consistently...

May 2023
||
(0)
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Manager

Relationship

The vendor is investing plenty of time and resources into the system. Sometimes, they do that too...

May 2023
||
(0)
 Thank you  Helpful

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Manager

Relationship

The vendor is proactive when things break, and their executive involvement is great. We receive...

May 2023
||
(0)
 Thank you  Helpful

 or  to see details.

Manager

Loyalty

I hope my satisfaction with the system will improve over the next 12 months with some of the things...

May 2023
||
(0)
 Thank you  Helpful

 or  to see details.

Manager

Relationship

For a while, it seemed like the vendor was growing too fast. They were experiencing high turnover....

May 2023
||
(0)
 Thank you  Helpful

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Director

Product, Value

The product has more automation than what we were using before. The product is improving engagement...

May 2023
||
(0)
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