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StrataJazz Financial Planning Commentary
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Subject Expert
Mark Allphin
Vice President of Sales
KLAS Vice President of Sales - Mark Allphin
 

Commentary Summary

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User Commentary

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 Download as Excel

Director

Loyalty, Product

One of the things we're challenged with right now with the system is trying to essentially...

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Apr 2026

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Director

Product

The tool is great. It does a lot of things well. Strata Decision Technology has come out with a lot...

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Apr 2026

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Director

Culture, Value

Strata Decision Technology is transparent about their charges. But I would question whether they are...

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Apr 2026

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Director

Loyalty, Product

We had a different product that allowed us to kick out Excel sheets, and we were budgeting in Excel...

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Apr 2026

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Director

Relationship

On the financial planning side, I like the autonomy of the system, especially on the rollovers and...

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Apr 2026

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Director

Operations

What Strata Decision Technology could do better with their training is kind of a hard question to...

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Apr 2026

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Director

Product

Overall, StrataJazz Financial Planning is a very good system with a lot of good functionality. Some...

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Apr 2026

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Director

Product

I don’t know that we’ve changed the way we approach budgeting and planning by adopting StrataJazz...

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Apr 2026

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Director

Relationship

Sometimes Strata Decision Technology’s support is really good, and sometimes it is a little slower....

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Apr 2026

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VP/Other Executive

Product

The strategic planning piece of the solution is pretty complex, and it isn't intuitive like the...

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Mar 2026

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VP/Other Executive

Relationship, Operations

Strata Decision Technology could have better communication about best practices after the...

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Mar 2026

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VP/Other Executive

Operations, Product

The capital planning piece was very easy to implement in our organization. We love it. The software...

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Mar 2026

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VP/Other Executive

Loyalty

Development and innovation are part of why we went with Strata Decision Technology. I did a big...

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Mar 2026

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VP/Other Executive

Relationship

Strata Decision Technology's support is a little clunky. It isn't always timely. It seems like they...

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Mar 2026

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VP/Other Executive

Relationship, Operations

With their project management, the way Strata Decision Technology goes about managing their team is...

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Mar 2026

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VP/Other Executive

Product, Value

Since moving to the solution, being able to do budgeting by volumes is a big outcome for us. I...

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Mar 2026

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VP/Other Executive

Value

Strata Decision Technology is pricey, and the implementation fees are costly, but it is the Cadillac...

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Mar 2026

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Analyst/Coordinator

Culture, Relationship, Product

Strata Decision Technology is constantly innovating with new products, but they should spend a lot...

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Mar 2026

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Analyst/Coordinator

Product

Some things don't work perfectly in StrataJazz Financial Planning. They tend to use one dimension,...

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Mar 2026

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Director

Value

The vendor has some capabilities on their road map, but the key issue is embedding AI without...

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Jan 2026

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Director

Loyalty, Relationship

Strata Decision Technology typically uses their annual user conference to share their road map...

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Jan 2026

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Director

Relationship, Value

Strata Decision Technology has been a solid partner. However, we have some concerns when new...

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Jan 2026

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Director

Relationship, Operations

Once the system is installed, we receive limited proactive interaction from Strata Decision...

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Jan 2026

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Director

Relationship

When issues arise with the system, we submit a support ticket through email or the vendor's portal...

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Jan 2026

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Director

Product

The primary differentiator between StrataJazz Financial Planning and other solutions is StrataJazz...

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Jan 2026

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Director

Product

StrataJazz Financial Planning's biggest strength is its flexibility in defining what is variable...

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Jan 2026

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VP/Other Executive

Product

On the budgeting side of StrataJazz Financial Planning, I think the rolling forecast could be a...

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Dec 2025

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VP/Other Executive

Relationship

With Strata Decision Technology, we have regular executive sessions. We have had those since we went...

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Dec 2025

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VP/Other Executive

Operations

When we implemented StrataJazz Financial Planning, we ripped off the Band-Aid and implemented...

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Dec 2025

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VP/Other Executive

Loyalty, Product

There are some enhancements we are waiting for that would make our process better. Strata Decision...

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Dec 2025

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VP/Other Executive

Value

We are leveraging productivity outside of StrataJazz Financial Planning to help with workforce...

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Dec 2025

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Director

Relationship

We have had concerns, and when we have them, we get them resolved. When we have issues, the vendor...

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Oct 2025

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Director

Culture, Value

The vendor has a new business model. The first go-around, they did whatever we wanted. On the second...

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Oct 2025

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Director

Product

The solution is integrating very well. They integrate, and they tell us up front how it will...

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Oct 2025

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Director

Relationship, Operations

The vendor has done a really good job of guiding us. The solution has been very easy to use.

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Oct 2025

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Manager

Product, Value

The system's updates for daily productivity feature have worked well for our system. We have been...

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Oct 2025

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CFO

Product

StrataJazz Financial Planning is average. We are making it work, but it is not anything to write...

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Oct 2025

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CFO

Product, Value

Strata Decision Technology hasn't fixed a couple of things, including productivity. Health systems'...

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Oct 2025

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CFO

Product

For productivity reporting, Strata Decision Technology decided to use their own calculations for...

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Oct 2025

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VP/Other Executive

Loyalty

StrataJazz Financial Planning’s stability is iffy. Its responsiveness depends on the day of the...

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Sep 2025

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VP/Other Executive

Relationship

Support for StrataJazz Financial Planning is included up to a point. If we put in a ticket, we...

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Sep 2025

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VP/Other Executive

Culture

Executive involvement from Strata Decision Technology doesn’t help us because they just give us a...

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Sep 2025

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VP/Other Executive

Value

I would not purchase StrataJazz Financial Planning again. That is also a catch-22 because I really...

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Sep 2025

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VP/Other Executive

Operations

There is training for StrataJazz Financial Planning, but the training is usually videos, so it is...

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Sep 2025

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VP/Other Executive

Culture, Value

Charging for everything is what Strata Decision Technology does. Every little thing is going to cost...

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Sep 2025

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VP/Other Executive

Loyalty, Relationship

With StrataJazz Financial Planning upgrades, we really don’t have a choice, and Strata Decision...

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Sep 2025

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VP/Other Executive

Loyalty, Product

We replaced at least four different software platforms with one, so that was good. For all I know,...

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Sep 2025

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Director

Product

We use StrataJazz Financial Planning to drive financial results. We like the long-range plan module...

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Sep 2025

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Director

Relationship

We have asked Strata Decision Technology about some different functionalities over the years. We are...

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Sep 2025

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Director

Value

StrataJazz Financial Planning is expensive. We expected StrataJazz Financial Planning to be very...

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Sep 2025

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Director

Relationship, Operations

I would like to see more guidance and insights from Strata Decision Technology. I want them to take...

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Sep 2025

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Director

Loyalty

Things have been really good with Strata Decision Technology. I think we are going to start to try...

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Aug 2025

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Director

Product

Before we started using StrataJazz Financial Planning, our budgeting was all over the place. That is...

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Aug 2025

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Director

Loyalty, Relationship, Product

Strata Decision Technology could do better at helping us tie out best practices for the integration...

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Aug 2025

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Director

Loyalty, Product, Value

Adopting StrataJazz Financial Planning has helped our approach to budgeting, our plan to be more...

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Aug 2025

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Director

Product, Value

StrataJazz Financial Planning is lacking in their ability to integrate the number of attributes to...

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Aug 2025

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Director

Product

The system is really simple. We don’t need much to get it up and running.

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Jul 2025

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Director

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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Jul 2025

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Director

Product

One thing that is frustrating is the way the system handles older projects. When we open up the...

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Jul 2025

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Director

Operations

I wasn’t part of the original implementation, but I helped put together a lot of the projects that...

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Jul 2025

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Director

Product

Strata Decision Technology does a good job with integration, but the integration is not easy. Even...

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Jul 2025

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Director

Relationship, Operations

The access we have to the vendor is something that stands out. Strata Decision Technology is very...

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Jul 2025

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Director

Relationship, Product

The system functionality and the intuitiveness of clicking around in places are strengths of...

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Jul 2025

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Director

Relationship, Product

When we compare our prior experience to our current financial planning and analysis solution, we can...

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Jul 2025

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Director

Loyalty

Strata Decision Technology is continually working on new technology, and that is really neat to see....

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Jul 2025

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Manager

Relationship, Value

We have struggled at times to get guidance from Strata Decision Technology. It seems they want the...

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Jul 2025

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Manager

Product

We have changed the way we budget and plan things since adopting StrataJazz Financial Planning, and...

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Jul 2025

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Manager

Product

We actually don't use long-range planning and rolling forecasting with Strata Decision Technology...

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Jul 2025

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Manager

Operations

When it comes to ongoing training, other than in patch notes, we get no training from Strata...

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Jul 2025

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Manager

Culture, Operations

StrataJazz Financial Planning does a lot, but stuff is missing. Sometimes the vendor says there is...

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Jul 2025

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Manager

Loyalty, Product

The revamp of the productivity reporting in StrataJazz Financial Planning was very useful and gave...

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Jul 2025

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Manager

Product

The system is complete; the vendor has a lot to offer, and they offer everything. Other systems do...

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Jul 2025

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Manager

Loyalty

One of the main things we are looking forward to in the system is the advanced reporting the vendor...

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Jul 2025

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Director

Relationship

I have regularly scheduled calls with Strata Decision Technology. I also have calls with my project...

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Jul 2025

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Director

Relationship, Operations

The teams at Strata Decision Technology have been great. We have had some very good experiences. We...

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Jul 2025

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Director

Product

I love the system. It has made my life so much easier, and it is wicked cool. StrataJazz Financial...

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Jul 2025

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Director

Operations, Product

I have started rolling the system out to additional staff members, and those staff members are in...

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Jul 2025

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Director

Product, Value

Sometimes, we find things in StrataJazz Financial Planning that we don't understand, and we have to...

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Jul 2025

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Director

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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Jul 2025

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Director

Relationship

We have received quite a bit of support from the vendor. However, I would give their support a...

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Jul 2025

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Director

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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Jul 2025

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Analyst/Coordinator

Loyalty

Strata Decision Technology has a new system that has been out for a few years already, and we have...

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Jun 2025

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Analyst/Coordinator

Relationship, Operations

We are on an older version of the system. There aren't as many consultants from Strata Decision...

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Jun 2025

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Analyst/Coordinator

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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Jun 2025

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Analyst/Coordinator

Product

StrataJazz Financial Planning has made how we approach budgeting and planning a ton easier. It lays...

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Jun 2025

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Analyst/Coordinator

Product

It is very easy to work within StrataJazz Financial Planning's model to load assumptions. Also, we...

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Jun 2025

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VP/Other Executive

Relationship

We have fairly regular update meetings with the vendor to talk about services and the road map for...

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May 2025

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VP/Other Executive

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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May 2025

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VP/Other Executive

Loyalty, Value

The vendor has a pretty comprehensive platform. A lot of people use it, so it has delivered value....

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May 2025

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VP/Other Executive

Operations

With training, the vendor usually does okay on the initial implementation. But I don't know that we...

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May 2025

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VP/Other Executive

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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May 2025

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VP/Other Executive

Culture

The vendor has an annual agreement, and they also have a certain number of consulting days. The...

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May 2025

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Director

Relationship

When we need support from Strata Decision Technology, we have to open a ticket, and sometimes the...

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May 2025

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Director

Culture, Operations

When we started our budgeting process, Strata Decision Technology helped us set that up, but then we...

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May 2025

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Director

Relationship, Product

We have gotten good feedback from our end users about the solution's ease of use.

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May 2025

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Director

Product

I wish the different aspects of operating budgeting would talk to each other better. When I go in...

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Apr 2025

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Director

Relationship, Product

We would like better transparency and reporting capabilities around changes that we have made...

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Apr 2025

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Director

Relationship

The vendor is usually rather good at proactive service. They constantly put out messages, and once...

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Apr 2025

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Director

Value

For StrataJazz Financial Planning, we are paying for productivity, and we are not really using the...

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Apr 2025

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Director

Product

We rely on the reporting capabilities that come from the module's platform or tables; however, we...

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Apr 2025

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Director

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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Apr 2025

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Director

Product, Value

The solution gives us quicker reporting capabilities. It allows us to dive into a greater level of...

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Apr 2025

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Director

Culture

We get monthly account invoices, and we received a monthly account invoice that was sent to us by...

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Apr 2025

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Director

Relationship, Operations

The Strata Decision Technology support and the learning and certification courses that the vendor...

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Apr 2025

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Director

Product

StrataJazz Financial Planning works well, but it is still a mainframe-heavy and database-heavy...

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Apr 2025

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Director

Value

The product has allowed us to scale our operations and forecast our growth projections.

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Apr 2025

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