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StrataJazz Financial Planning
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Niel Oscarson
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KLAS Research Director - Niel Oscarson
 
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Financial Planning & Analysis 2022: Which Vendor Is Helping Organizations Make the Most of Their Technology?
Financial Planning & Analysis 2022:
Which Vendor Is Helping Organizations Make the Most of Their Technology?
December 2022
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User Commentary

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Director

Functionality and Upgrades

StrataJazz Financial Planning hasn't really changed my planning, but it has allowed me to see what...

Oct 2022
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Director

Lessons Learned

Whether or not I would recommend StrataJazz Financial Planning is up in the air. My answer would...

Oct 2022
||
(0)
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Director

Lessons Learned

The rolling forecast functionality is not my favorite thing. I don’t really like that, but it is...

Oct 2022
||
(0)
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VP/Other Executive

Service and Support

I am sure that Stata Decision Technology is dealing with the same staffing shortage that we all are,...

Sep 2022
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VP/Other Executive

Functionality and Upgrades

The vendor has kept most of their promises, but the vendor hasn't put in all the updates that we...

Sep 2022
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VP/Other Executive

Relationship

Getting a response back from the support team or the team that we are working with to roll things...

Sep 2022
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(0)
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VP/Other Executive

Relationship

We have a client representative from the vendor that we meet with regularly, and the representative...

Sep 2022
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VP/Other Executive

ROI / Cost (care and feeding)

The product has allowed us to do things more efficiently. We have been able to absorb the budget for...

Sep 2022
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VP/Other Executive

Interfacing and Integration

We have different modules for long-range planning, budgeting, and reporting. I would love to be able...

Sep 2022
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VP/Other Executive

Relationship

All the people that we have worked with at Strata Decision Technology have been very knowledgeable....

Sep 2022
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Director

Lessons Learned

Moving to the product was a very complex process. We had to not only move all the data from our old...

Sep 2022
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(0)
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Director

Functionality and Upgrades

In large part, we are still stuck in an annual budgeting process, and we need some development on...

Sep 2022
||
(0)
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Director

Win/Loss - Why they were selected (by current clients)

Our decision came down to EPSi and Strata Decision Technology's products, and Strata Decision...

Sep 2022
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(0)
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Director

Future Outlook

I think that Strata Decision Technology has the suite of products and the vision to make things...

Sep 2022
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Director

Technology

Our outcomes are tangible. We have shifted away from employee-level budgeting and toward job...

Sep 2022
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Director

Relationship

We have grown so close with Strata Decision Technology that we are like family. We love and hate...

Sep 2022
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(0)
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Director

Technology

The vendor wants to innovate, and I need the vendor to innovate, but we often get stuck in the...

Sep 2022
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Director

ROI / Cost (care and feeding)

Prior to COVID-19, our process was annual. We did the budget cycle in the spring, and then...

Sep 2022
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(0)
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Director

Future Outlook

I think our satisfaction with StrataJazz Financial Planning will remain high. We are really excited...

Sep 2022
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(0)
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Director

Functionality and Upgrades

Our recent budgets have gone pretty smoothly, and our users have had a good experience with...

Sep 2022
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(0)
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Director

Service and Support

In terms of the system’s functionalities, there are systematic upgrades a few times a year that the...

Sep 2022
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Director

Relationship

Strata Decision Technology does a really good job with their webinars and summit. We have really...

Sep 2022
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(0)
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Director

Interfacing and Integration

StrataJazz Financial Planning does a great job leveraging data from integrated sources. The vendor's...

Sep 2022
||
(0)
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Director

Technology

The system works well from an administrative perspective. We have a large number of accounts that...

Sep 2022
||
(0)
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Director

Functionality and Upgrades

Strata Decision Technology needs to make some improvements to the service line forecasting. The...

Sep 2022
||
(0)
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Director

Functionality and Upgrades

We recently went through an upgrade to the cloud for StrataJazz Financial Planning, and things were...

Sep 2022
||
(0)
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Director

ROI / Cost (care and feeding)

The strategic pricing module within StrataJazz Financial Planning is super cool. Our organization...

Aug 2022
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(0)
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Director

Relationship

I get jazzed about StrataJazz Financial Planning, so I was pleased to hear that the vendor is going...

Aug 2022
||
(0)
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Director

Other Observations & Comments

I asked my relationship manager about a certain functionality for decision support, and my...

Aug 2022
||
(0)
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Director

Relationship

I am a little nervous about the advanced analytics. Strata Decision Technology is pushing everyone...

Aug 2022
||
(0)
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Director

Functionality and Upgrades

If I am judging based on the recent upgrades, the upgrades have gotten a whole lot better. Every...

Aug 2022
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(0)
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Director

Implementation and Training

I think that Strata Decision technology's web support is actually very good. We get a free license...

Aug 2022
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(0)
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Director

Technology

A caveat with StrataJazz Financial Planning is that sometimes with a web-hosted solution, there are...

Aug 2022
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(0)
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Director

Relationship

Strata Decision Technology assigns people to their clients called relationship managers. We laughed...

Aug 2022
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(0)
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Director

ROI / Cost (care and feeding)

StrataJazz Financial Planning has been a complete change for our organization and has provided more...

Aug 2022
||
(0)
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Director

Technology

Because StrataJazz Financial Planning is a cloud solution, we can’t easily get to the tables in the...

Aug 2022
||
(0)
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 or  to see details.

VP/Other Executive

Relationship

The vendor helped us during the implementation and the pandemic. I really felt like I had a partner...

Aug 2022
||
(0)
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VP/Other Executive

Functionality and Upgrades

The product excels when we set up plans in it for rolling forecasts. We can connect our short-term...

Aug 2022
||
(0)
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VP/Other Executive

Functionality and Upgrades

One reason that we are so enthusiastic about how well the solution meets our needs is that the...

Aug 2022
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(0)
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VP/Other Executive

Technology

The product has a lot of flexibility, and it does a good job of leveraging data from integrated...

Aug 2022
||
(0)
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VP/Other Executive

Technology

The healthcare environment is very dynamic. Over the last few years, everyone has been subject to an...

Aug 2022
||
(0)
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VP/Other Executive

Relationship

The vendor does a really good job. Connecting with executives or people who are empowered to make...

Aug 2022
||
(0)
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Director

Service and Support

Strata Decision Technology is constantly reaching out to us and checking on how we are doing. They...

Aug 2022
||
(0)
 Thank you  Helpful

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Director

Functionality and Upgrades

Strata Decision Technology pushes out upgrades quite often throughout the year, and I have never...

Aug 2022
||
(0)
 Thank you  Helpful

 or  to see details.

Director

ROI / Cost (care and feeding)

We are very pleased. We have had the product in place for several years, and it has worked extremely...

Aug 2022
||
(0)
 Thank you  Helpful

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VP/Other Executive

ROI / Cost (care and feeding)

The product enables our approach to budgeting and planning and makes our approach more consistent. I...

Aug 2022
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(0)
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VP/Other Executive

Relationship

The vendor tries to provide guidance and best practices, but when I ask for specific other clients...

Aug 2022
||
(0)
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VP/Other Executive

Relationship

As far as enhancements and needs go, the vendor tries to provide everything we need. They are...

Aug 2022
||
(0)
 Thank you  Helpful

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VP/Other Executive

Service and Support

The vendor executives reach out a lot, and we have regular calls with them, but they are not the...

Aug 2022
||
(0)
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VP/Other Executive

Service and Support

Strata Decision Technology could be more transparent and proactive in informing us about bugs and...

Aug 2022
||
(0)
 Thank you  Helpful

 or  to see details.

Director

Lessons Learned

StrataJazz Financial Planning is not meeting our needs. We still have a lot of things that we can't...

Aug 2022
||
(0)
 Thank you  Helpful

 or  to see details.

Director

Functionality and Upgrades

Some processes don't always work correctly. There is supposed to be overnight automation that helps...

Aug 2022
||
(0)
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Director

Relationship

I have been on calls with high-level executives, so I think the vendor’s executives try to be...

Aug 2022
||
(0)
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Director

Functionality and Upgrades

We have pain points around getting the system up and running every month. Sometimes we run into...

Aug 2022
||
(0)
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Director

Functionality and Upgrades

Strata Decision Technology markets their system pretty well, but that doesn’t mean the system works...

Aug 2022
||
(0)
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Director

Functionality and Upgrades

It is pretty easy to make modifications, and it is fairly simple and intuitive to change our assumptions....

Aug 2022
||
(0)
 Thank you  Helpful

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Director

Service and Support

Some things come down to how good the vendor’s people are. We worked with a really good person on...

Aug 2022
||
(0)
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Manager

ROI / Cost (care and feeding)

StrataJazz Financial Planning allows us to be a lot more agile. It allows us to model a lot of...

Jul 2022
||
(0)
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Manager

Service and Support

Overall, we are really happy with the services that Strata Decision Technology provides.

Jul 2022
||
(0)
 Thank you  Helpful

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VP/Other Executive

Functionality and Upgrades

Moving from a traditional budget to a rolling forecast has made us nimbler, and that transition...

Jul 2022
||
(0)
 Thank you  Helpful

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VP/Other Executive

Implementation and Training

We needed more insights into alternative ways that we could have implemented the different modules....

Jul 2022
||
(0)
 Thank you  Helpful

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VP/Other Executive

Functionality and Upgrades

We have experience with other systems that are more intuitive and simpler to create things in. In...

Jul 2022
||
(0)
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VP/Other Executive

Interfacing and Integration

StrataJazz Financial Planning does okay in leveraging data from integrated sources. The system has a...

Jul 2022
||
(0)
 Thank you  Helpful

 or  to see details.

VP/Other Executive

Relationship

Strata Decision Technology is good about doing regular update meetings to talk through strategies...

Jul 2022
||
(0)
 Thank you  Helpful

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Director

Functionality and Upgrades

I would love it if Strata Decision Technology made the system's interface more intuitive. I find the...

Jul 2022
||
(0)
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Director

Functionality and Upgrades

The system does a good job giving us historical perspective of our spending and expenses. We are...

Jul 2022
||
(0)
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Analyst/Coordinator

Functionality and Upgrades

The system is very easy to use. There are multiple ways to pull data out of the system. I like that...

Jun 2022
||
(0)
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Analyst/Coordinator

Functionality and Upgrades

What I have noticed about the system is that it is fully designed for healthcare. The vendor...

Jun 2022
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(0)
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VP/Other Executive

ROI / Cost (care and feeding)

If organizations want to move from detailed to entity-wide budgeting, Strata Decision Technology...

May 2022
||
(0)
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VP/Other Executive

ROI / Cost (care and feeding)

The key change that the system has brought is a movement of our efforts. We used to take several...

May 2022
||
(0)
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VP/Other Executive

ROI / Cost (care and feeding)

With the system, we don't have to do upgrades. Every time we log in, the vendor gives us a snapshot...

May 2022
||
(0)
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VP/Other Executive

Relationship

Strata Decision Technology said they could do some things, but Strata Decision Technology ultimately...

May 2022
||
(0)
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VP/Other Executive

Relationship

Strata Decision Technology helped us get through the COVID-19 pandemic. The vendor very quickly came...

May 2022
||
(0)
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Director

ROI / Cost (care and feeding)

StrataJazz Financial Planning is much more user friendly than what we had before. We would have no...

May 2022
||
(0)
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Director

Other Observations & Comments

We do not use Strata Decision Technology’s contract modeling solution. Our team is very adept at...

Mar 2022
||
(0)
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Director

Functionality and Upgrades

The solution is very effective. We are able to reliably pull every claim that we have. Our...

Mar 2022
||
(0)
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VP/Other Executive

Relationship

Strata Decision Technology provided us with the tools that we needed to change our budgeting...

Feb 2022
||
(0)
 Thank you  Helpful

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VP/Other Executive

Functionality and Upgrades

It has been a struggle to scale the solution to an organization of our size.

Feb 2022
||
(0)
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VP/Other Executive

Other Observations & Comments

We have required a significant number of interfaces to integrate StrataJazz Financial Planning with...

Feb 2022
||
(0)
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Analyst/Coordinator

Functionality and Upgrades

Strata Decision Technology pushes automation a lot for creating reports and getting information in...

Jan 2022
||
(0)
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Analyst/Coordinator

Future Outlook

Strata Decision Technology is changing their budgeting system. I like the idea that we are going to...

Jan 2022
||
(0)
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Manager

Functionality and Upgrades

We had another product a couple of years ago, and I like StrataJazz Financial Planning more than...

Jan 2022
||
(0)
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Manager

ROI / Cost (care and feeding)

I like how we have the system set up where we can review variance monthly and just answer questions....

Jan 2022
||
(0)
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Manager

Functionality and Upgrades

One thing I don't like in the system is that I can't go in and see the operating budget that I have...

Jan 2022
||
(0)
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Manager

Implementation and Training

Strata Decision Technology’s implementation was very good. The vendor had a lot of people on-site.

Jan 2022
||
(0)
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