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