StrataJazz Financial Planning Commentary
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Subject Expert
Niel Oscarson
Research Director
Commentary Summary
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User Commentary
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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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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