StrataJazz Financial Planning Commentary
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Subject Expert
Niel Oscarson
Research Director
Commentary Summary
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User Commentary
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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Product
Before we had StrataJazz Financial Planning, capital planning was very manual, and we had two...
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Operations, Product
The product is easy to use. I just hired someone who had no real training, and they have already...
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Relationship
When I questioned something and wanted to talk to someone at Strata Decision Technology, I had...
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Relationship
The vendor gives good support. They keep us informed when they respond. We have an issue that we are...
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Operations
The vendor doesn't need to be on-site to do a whole implementation, but I think there needs to be...
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Relationship
Everyone at Strata Decision Technology is empowered to help us. We started with the help desk. And...
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Value
Thanks to StrataJazz Financial Planning, we are great from a budgeting standpoint. From a capital...
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Loyalty, Relationship
The vendor has a vision. Things are changing, and as we speak, StrataJazz Financial Planning is...
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Value
The vibe is very positive even when our people are only talking about what they will do with...
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Operations
We are extremely satisfied with the vendor’s implementation. They have answered all our questions....
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Culture, Value
Strata Decision Technology avoids charging for every little thing. But they are a business. I caught...
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Operations
When we went live, we did everything virtually and did all the training for the power users...
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Operations
The strength of the vendor’s training is their years of experience. They are not newbies. They have...
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Product
Our end users love the tool. They love that the data is sitting there, that it doesn't go away, and...
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Culture, Value
Strata Decision Technology is pretty good. They are always developing stuff and making improvements....
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Product
StrataJazz Financial Planning automates a ton for us. I remember that we used to make Excel...
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Product
One of the biggest benefits we get out of StrataJazz Financial Planning is that the more we have in...
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Product
People really don't complain about the solution. They say it is pretty easy to find stuff....
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Relationship
The support team with Strata Decision Technology is really good. I submit a question or issue, and...
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Loyalty
StrataJazz Financial Planning isn’t part of our long-term plans because we are converting from one...
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Product
Strata Decision Technology’s platform allowed us to move toward more of a rolling-forecast...
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Product
The system is a little hard to navigate. From a reporting standpoint, it is not as easy to do...
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Loyalty, Relationship
Usually, when we bring up difficulties, they are things the vendor acknowledges and expects to have...
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Relationship
Strata Decision Technology always has pretty good people to work with, and the quality of their...
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Relationship, Operations
We have put hours, days, and weeks into building StrataJazz Financial Planning and testing all the...
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Loyalty, Relationship, Product
We had old tools that just weren't getting things done. So we went out for an RFP, looked at a bunch...
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Value
There have been a couple of times that Strata Decision Technology has tried to charge us for...
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Loyalty, Value
StrataJazz Financial Planning has good budgeting, good management reporting, and good planning. The...
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Operations
Each module of StrataJazz Financial Planning has its own trainers, and the trainings are long and...
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Product
There are a few little things in StrataJazz Financial Planning that we can’t do that we could do in...
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Product
We have had a little bit of trouble with integration with StrataJazz Financial Planning. Information...
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Relationship
We do have a point person from Strata Decision Technology. When we have trouble getting things...
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Operations
Due to our size, the implementation had some hair on it, and that created some problems that Strata...
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Culture, Product
There are some things with StrataJazz Financial Planning that we would like to do another way. The...
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Product
StrataJazz Financial Planning is a powerful system, but if we have a couple hundred fields we can...
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Loyalty, Relationship
I have recommended Strata Decision Technology to peers and friends. If I were talking to a peer or...
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Relationship
So far, Strata Decision Technology has been responsive to questions and concerns that we’ve had....
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Loyalty
We chose StrataJazz Financial Planning because one of our firms recommended it, and it seemed to be...
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Loyalty, Product
The budgeting tool is robust enough to allow for flexibility depending on what level of data we want...
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Product, Value
StrataJazz Financial Planning has scaled nicely with the size of our organization. The reports have...
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Operations
StrataJazz Financial Planning does what we want it to do, but the implementation was painful....
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Operations
The behind-the-scenes data people at Strata Decision Technology don’t know their heads from holes in...
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Loyalty
We chose StrataJazz Financial Planning because our higher-ups were shown it at a vendor expo and...
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Operations
The initial training from Strata Decision Technology is something that everyone has raved about. It...
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Product
StrataJazz Financial Planning’s integration with our multifactor authentication doesn't always work...
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Culture, Operations
The implementation with Strata Decision Technology was frustrating. We would have a call one day,...
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Loyalty
Strata Decision Technology has changed. They used to be great to work with, but since the parent...
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Relationship
Strata Decision Technology does not have a test region. They make changes in a live system. That is...
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Relationship
The vendor is not proactive, and their executives only get involved when we pitch a fit because of...
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Product, Value
StrataJazz Financial Planning has definitely made the way we approach budgeting and planning more...
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Product
A lot of areas in the system don't seem to work right, and things are getting worse. We can tell...
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Product
One of our pain points in the system comes from the system's administrative dashboard. That...
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Relationship
There is usually a delay in Strata Decision Technology's support unless the problem is the easiest...
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Culture
We made certain choices with the system, and there were ramifications that Strata Decision...
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Value
I assume that the system is really expensive, and it is definitely not worth it.
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Relationship
I don't love Strata Decision Technology’s technical support model. Sometimes we just have a simple...
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Product
One of StrataJazz Financial Planning’s biggest strengths is its reporting capabilities. Being able...
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Product
The number-one piece of feedback we get on StrataJazz Financial Planning from our organization would...
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Relationship
Strata Decision Technology informs us of the best practices, and they try to guide us in that...
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Product, Value
While using StrataJazz Financial Planning in the last few years, we have been able to take a...
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Operations
StrataJazz Financial Planning is a little more straightforward, but we don't have a lot of ongoing...
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Value
We are generally happy with Strata Decision Technology. Their tool has streamlined our annual budget...
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Relationship, Value
We have escalated enough things with StrataJazz Financial Planning. We have somewhat regular...
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Relationship
One of the biggest downsides of our experience has been on the customer service side. In terms of...
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Product, Value
We have optimized the software, and we continue to implement different aspects of each of the...
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Loyalty
Strata Decision Technology has a strategic planning module that we hoped to use for our long-range...
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Loyalty, Relationship
From a customer perspective, I think the Axiom acquisition is great, and it can be really powerful...
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Operations
The implementation for StrataJazz Financial Planning was smooth when we went live. But with the...
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Relationship
Strata Decision Technology keeps most of their promises. They keep saying that things are coming,...
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Product
I like the fact that I can incorporate a granular level of detail when I am doing my forecasting in...
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Product
I would like the vendor to find a way to keep intercompany things in balance. We have several...
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Operations
The vendor has little online self-training right now. We have to pay to go through their...
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Loyalty
The product’s recording needs to be a little more diversified. In the planning, I haven't seen a ton...
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Relationship
Strata Decision Technology has been very receptive to any questions we have had. Strata Decision...
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Product
The product is what I would consider an out-of-the-box, not-terribly-configurable system, but what...
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Product, Value
The product has allowed us to change the way we approach budgeting and planning, and that is a...
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Operations
We had several scheduled training sessions with Strata Decision Technology, and we expressed that we...
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Loyalty
We are not going to switch from Strata Decision Technology yet. The vendor does enhance StataJazz...
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Product
There is an opportunity for improvement in StratJazz Financial Planning around processing. I want to...
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Product
The report writer in StrataJazz Financial Planning is great; I really enjoy it. Lots of novice...
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Relationship, Operations
We recently went through a GL conversion, and Strata Decision Technology did a good job. They were...
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Culture
When I got the presentations from StrataJazz Decision Technology, they said the solution would be...
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Value
StrataJazz Decision Technology charges us for everything. If there is any delay on anything, the...
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Product
Anything that the product does well for us is relative. For example, we did capital planning on...
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Operations
We were supposed to have the whole implementation done, and every module was supposed to be done a...
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Relationship
The support from StrataJazz Decision Technology is really lacking, and they are not proactive. They...
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Value
We absolutely wouldn't buy StrataJazz Financial Planning again if we had the choice. We don't get...
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Culture, Relationship
Strata Decision Technology is very customer focused. They have an annual summit that goes on for...
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Relationship
Strata Decision Technology is a young company, so they are less experienced than others. The...
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Product
There are certain things that I would like Strata Decision Technology to focus on. I know the world...
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Product
StrataJazz Financial Planning is a good product and is very intuitive. If someone can Google, they...
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Product, Value
Adopting StrataJazz Financial Planning has been great because it is interactive and very easy to...
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Product, Value
Our old system was very homegrown and didn’t work very well. It was just adequate. But StrataJazz...
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Operations
I felt that Strata Decision Technology has taken more of a cookie-cutter approach to the...
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Product
StrataJazz Financial Planning is so intuitive. Users go right in, and they point and click and get...
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Relationship
The vendor's support people have been outstanding. They are very quick to respond. They stick to...
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Relationship, Operations, Value
We get our money’s worth with StrataJazz Financial Planning; we have gone from old technology to new...
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Culture, Relationship, Value
Strata Decision Technology gives us days on our statement of work, and we have a certain number of...
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Relationship
The vendor’s executives are always sending out things. They are very active.
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Product
When we run reports out of StrataJazz Financial Planning, we know they are correct. I can go into...
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Operations
One thing that really helped us during our budgeting process was that we were assigned several...
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Relationship, Product
Having the leaders have access to everything on a timely basis really helps them get in there and do...
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Product
For financial planning, we use an Excel reporter that lets us customize any report that we run and...
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Relationship
We guide the vendor more than they guide us on the strategic stuff.
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Relationship
The vendor has an absolutely horrible first-line phone support team. If we don't have an in with the...
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Loyalty
We only do system conversions once in a blue moon, so we expect that Strata Decision Technology will...
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Product, Value
The vendor’s reporting system needs an overhaul. The whole system has to work in order to drive a...
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