StrataJazz Financial Planning Commentary
Filtered view: All
Subject Expert
Niel Oscarson
Research Director
Commentary Summary
If you don't have a login, getting started is easy.
User Commentary
Relationship, Value
We have struggled at times to get guidance from Strata Decision Technology. It seems they want the...
Login or Create an Account to see details.
Product
We have changed the way we budget and plan things since adopting StrataJazz Financial Planning, and...
Login or Create an Account to see details.
Product
We actually don't use long-range planning and rolling forecasting with Strata Decision Technology...
Login or Create an Account to see details.
Operations
When it comes to ongoing training, other than in patch notes, we get no training from Strata...
Login or Create an Account to see details.
Culture, Operations
StrataJazz Financial Planning does a lot, but stuff is missing. Sometimes the vendor says there is...
Login or Create an Account to see details.
Loyalty, Product
The revamp of the productivity reporting in StrataJazz Financial Planning was very useful and gave...
Login or Create an Account to see details.
Product
The system is complete; the vendor has a lot to offer, and they offer everything. Other systems do...
Login or Create an Account to see details.
Loyalty
One of the main things we are looking forward to in the system is the advanced reporting the vendor...
Login or Create an Account to see details.
Relationship
I have regularly scheduled calls with Strata Decision Technology. I also have calls with my project...
Login or Create an Account to see details.
Relationship, Operations
The teams at Strata Decision Technology have been great. We have had some very good experiences. We...
Login or Create an Account to see details.
Product
I love the system. It has made my life so much easier, and it is wicked cool. StrataJazz Financial...
Login or Create an Account to see details.
Operations, Product
I have started rolling the system out to additional staff members, and those staff members are in...
Login or Create an Account to see details.
Product, Value
Sometimes, we find things in StrataJazz Financial Planning that we don't understand, and we have to...
Login or Create an Account to see details.
Value
I would recommend the system to others with the caveat that I would give them the good and the bad....
Login or Create an Account to see details.
Relationship
We have received quite a bit of support from the vendor. However, I would give their support a...
Login or Create an Account to see details.
Loyalty, Operations, Product
The system's upgrades are seamless. The system is cloud based, so the vendor will notify us when...
Login or Create an Account to see details.
Loyalty
Strata Decision Technology has a new system that has been out for a few years already, and we have...
Login or Create an Account to see details.
Relationship, Operations
We are on an older version of the system. There aren't as many consultants from Strata Decision...
Login or Create an Account to see details.
Loyalty, Product
The vendor has come up with new things that I would love to have, but those things are in the...
Login or Create an Account to see details.
Product
StrataJazz Financial Planning has made how we approach budgeting and planning a ton easier. It lays...
Login or Create an Account to see details.
Product
It is very easy to work within StrataJazz Financial Planning's model to load assumptions. Also, we...
Login or Create an Account to see details.
Relationship
We have fairly regular update meetings with the vendor to talk about services and the road map for...
Login or Create an Account to see details.
Loyalty
We have been fairly stable on the platform. The vendor has kept up with our move to a new ERP...
Login or Create an Account to see details.
Loyalty, Value
The vendor has a pretty comprehensive platform. A lot of people use it, so it has delivered value....
Login or Create an Account to see details.
Operations
With training, the vendor usually does okay on the initial implementation. But I don't know that we...
Login or Create an Account to see details.
Culture, Product
I haven't heard of any blow-ups when we have done upgrades. The product is working as the vendor...
Login or Create an Account to see details.
Culture
The vendor has an annual agreement, and they also have a certain number of consulting days. The...
Login or Create an Account to see details.
Relationship
When we need support from Strata Decision Technology, we have to open a ticket, and sometimes the...
Login or Create an Account to see details.
Culture, Operations
When we started our budgeting process, Strata Decision Technology helped us set that up, but then we...
Login or Create an Account to see details.
Relationship, Product
We have gotten good feedback from our end users about the solution's ease of use.
Login or Create an Account to see details.
Product
I wish the different aspects of operating budgeting would talk to each other better. When I go in...
Login or Create an Account to see details.
Relationship, Product
We would like better transparency and reporting capabilities around changes that we have made...
Login or Create an Account to see details.
Relationship
The vendor is usually rather good at proactive service. They constantly put out messages, and once...
Login or Create an Account to see details.
Value
For StrataJazz Financial Planning, we are paying for productivity, and we are not really using the...
Login or Create an Account to see details.
Product
We rely on the reporting capabilities that come from the module's platform or tables; however, we...
Login or Create an Account to see details.
Relationship
I'm not very fond of the ticket process. We have to put in a ticket and wait 24 hours to get a...
Login or Create an Account to see details.
Product, Value
The solution gives us quicker reporting capabilities. It allows us to dive into a greater level of...
Login or Create an Account to see details.
Culture
We get monthly account invoices, and we received a monthly account invoice that was sent to us by...
Login or Create an Account to see details.
Relationship, Operations
The Strata Decision Technology support and the learning and certification courses that the vendor...
Login or Create an Account to see details.
Product
StrataJazz Financial Planning works well, but it is still a mainframe-heavy and database-heavy...
Login or Create an Account to see details.
Value
The product has allowed us to scale our operations and forecast our growth projections.
Login or Create an Account to see details.
Relationship
Strata Decision Technology continues to have issues around support where they don't seem to own up....
Login or Create an Account to see details.
Relationship, Product, Value
With the solution, we get more interaction from the budget owners.
Login or Create an Account to see details.
Relationship, Operations
We have had a lot of problems with Strata Decision Technology, and those might have a lot to do with...
Login or Create an Account to see details.
Operations, Product
One of the system's strong points is its training for new users. Since the system has an Excel feel,...
Login or Create an Account to see details.
Product, Value
We are using the entire StrataJazz Financial Planning platform. That has helped us get our arms...
Login or Create an Account to see details.
Relationship
Strata Decision Technology is a pretty responsive company. Once we did our integration, when we had...
Login or Create an Account to see details.
Operations
A lot of the vendor's ongoing training comes from little video snippet training things, so we don't...
Login or Create an Account to see details.
Operations, Product
The product's ease of use could be better. Part of the issue is with the variables. I think those...
Login or Create an Account to see details.
Product
I still want to access the SQL database, and I think the vendor has some opportunities around...
Login or Create an Account to see details.
Product
One of the product's biggest strengths is that we have the ability to link it to decision support...
Login or Create an Account to see details.
Product
When we had a different product, we could push things down, lock them, and send them back up....
Login or Create an Account to see details.
Relationship
The vendor's ability to provide strategic guidance and best practices depends on who we get as a...
Login or Create an Account to see details.
Product, Value
StrataJazz Financial Planning has helped us with our approach to service lines and with going down...
Login or Create an Account to see details.
Product
I am old school. I did budgets for physician offices back in the day when we had full-blown budgets....
Login or Create an Account to see details.
Product
End users can get into StrataJazz Financial Planning and see their budgets, and they don't have to...
Login or Create an Account to see details.
Product
StrataJazz Financial Planning is really easy to use. The report writer is very easy to use,...
Login or Create an Account to see details.
Relationship
Employee retention would be one of the things Strata Decision Technology could improve. A lower...
Login or Create an Account to see details.
Value
Strata Decision Technology mostly avoids charging for every little thing, but we are being...
Login or Create an Account to see details.
Relationship
The person we talk to at Strata Decision Technology struggles to solve our problems. That person...
Login or Create an Account to see details.
Relationship, Operations, Product
Strata Decision Technology has good guidance and ideas of best practices. But the operationalization...
Login or Create an Account to see details.
Product
I feel that StrataJazz Financial Planning has been relatively static for a while. The things that...
Login or Create an Account to see details.
Loyalty, Product
Strata Decision Technology acquired Syntellis. I think customers will really benefit when Strata...
Login or Create an Account to see details.
Product
On the one hand, we need more functionality to deliver measurable outcomes. On the other hand, the...
Login or Create an Account to see details.
Relationship, Operations
I like Strata Decision Technology's annual conference. It has been online since the pandemic. It is...
Login or Create an Account to see details.
Relationship
I really like that we generally work with the same people at Strata Decision Technology when we...
Login or Create an Account to see details.
Culture
One of the big pros of being with Strata Decision Technology is that we are able to give managers a...
Login or Create an Account to see details.
Operations
We don't really have training. We have created training internally that we deliver to leaders as...
Login or Create an Account to see details.
Relationship
There is no phone or web support from Strata Decision Technology. We log in and open up a ticket,...
Login or Create an Account to see details.
Operations
The training I requested from Strata Decision Technology was them going over how to use our data and...
Login or Create an Account to see details.
Loyalty
The integration was one of the reasons that Strata Decision Technology was selected. Our...
Login or Create an Account to see details.
Culture, Value
I saw what Strata Decision Technology presented before the sale. They said the system could do all...
Login or Create an Account to see details.
Operations
During the implementation, we had one module that replaced paper. That went well because it replaced...
Login or Create an Account to see details.
Loyalty, Product
We don't have a choice about upgrades. That is one of the things that make it harder to work with...
Login or Create an Account to see details.
Relationship
Strata Decision Technology has a vision, but it is not one that meets our needs. Their vision is...
Login or Create an Account to see details.
Product
The strategic planning module is in use, but we are not using what comes out of it. We do everything...
Login or Create an Account to see details.
Relationship
Strata Decision Technology has really good support. We submit tickets, and the vendor gets right on...
Login or Create an Account to see details.
Relationship, Value
We get a lot of support from Strata Decision Technology through their help desk, and I don't believe...
Login or Create an Account to see details.
Product
I can't say how StrataJazz Financial Planning has changed the way we approach budgeting and planning...
Login or Create an Account to see details.
Culture, Relationship
We have discussed some things with the vendor about the system that don't quite work the way we...
Login or Create an Account to see details.
Product
We would like to have access to creating reports. We are very limited as to what we can do in terms...
Login or Create an Account to see details.
Product
StrataJazz Financial Planning needs more reporting features. My CEO was upset; they want to be able...
Login or Create an Account to see details.
Loyalty, Product, Value
There are things in StrataJazz Financial Planning that are good. There are reminders that we have...
Login or Create an Account to see details.
Operations
Implementation with StrataJazz Financial Planning was really good. We just went through another...
Login or Create an Account to see details.
Product, Value
StrataJazz Financial Planning can drive tangible outcomes when used properly. I fight this with my...
Login or Create an Account to see details.
Product, Value
Using StrataJazz Financial Planning took budgeting and planning off paper and into the electronic...
Login or Create an Account to see details.
Product
Strata Decision Technology has a net revenue analysis tool in the net revenue budgeting module. I...
Login or Create an Account to see details.
Relationship
Strata Decision Technology provides us with anniversary days, so we have hours that we can have the...
Login or Create an Account to see details.
Relationship
Strata Decision Technology’s support is sort of average. All of the support people are responsive,...
Login or Create an Account to see details.
Product
There are two functionalities in the base planning product that I find to be just really lacking....
Login or Create an Account to see details.
Product
The overall budgeting process is pretty good in StrataJazz Financial Planning, and the vendor...
Login or Create an Account to see details.
Product
StrataJazz Financial Planning is my QuickBooks. It is predesigned, and there is limited back door...
Login or Create an Account to see details.
Product
The one thing Strata Decision Technology could improve would be to have functionality in the product...
Login or Create an Account to see details.
Relationship, Operations
Strata Decision Technology could improve implementations by having individuals on the implementation...
Login or Create an Account to see details.
Product
Through using StrataJazz Financial Planning, there is more transparency in our budgeting and also...
Login or Create an Account to see details.
Operations, Product
StrataJazz Financial Planning makes everything a lot more streamlined, and the overall approach is a...
Login or Create an Account to see details.
Preferences