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StrataJazz Financial Planning Commentary
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Niel Oscarson
Research Director
KLAS Research Director - Niel Oscarson
 
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User Commentary

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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...

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...

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....

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...

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...

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...

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...

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...

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.

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...

Apr 2025
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Director

Relationship, Product

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

Apr 2025
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Director

Relationship

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

Apr 2025
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Director

Value

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

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...

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...

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...

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...

Apr 2025
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Director

Relationship, Operations

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

Apr 2025
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Director

Product

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

Apr 2025
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Director

Value

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

Apr 2025
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Analyst/Coordinator

Relationship

Strata Decision Technology continues to have issues around support where they don't seem to own up....

Apr 2025
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Analyst/Coordinator

Relationship, Product, Value

With the solution, we get more interaction from the budget owners.

Apr 2025
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Analyst/Coordinator

Relationship, Operations

We have had a lot of problems with Strata Decision Technology, and those might have a lot to do with...

Apr 2025
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Director

Operations, Product

One of the system's strong points is its training for new users. Since the system has an Excel feel,...

Apr 2025
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Director

Product, Value

We are using the entire StrataJazz Financial Planning platform. That has helped us get our arms...

Apr 2025
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Director

Relationship

Strata Decision Technology is a pretty responsive company. Once we did our integration, when we had...

Apr 2025
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Director

Operations

A lot of the vendor's ongoing training comes from little video snippet training things, so we don't...

Mar 2025
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Director

Operations, Product

The product's ease of use could be better. Part of the issue is with the variables. I think those...

Mar 2025
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Director

Product

I still want to access the SQL database, and I think the vendor has some opportunities around...

Mar 2025
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Director

Product

One of the product's biggest strengths is that we have the ability to link it to decision support...

Mar 2025
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Director

Product

When we had a different product, we could push things down, lock them, and send them back up....

Mar 2025
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Director

Relationship

The vendor's ability to provide strategic guidance and best practices depends on who we get as a...

Mar 2025
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Director

Product, Value

StrataJazz Financial Planning has helped us with our approach to service lines and with going down...

Mar 2025
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Director

Product

I am old school. I did budgets for physician offices back in the day when we had full-blown budgets....

Feb 2025
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Director

Product

End users can get into StrataJazz Financial Planning and see their budgets, and they don't have to...

Feb 2025
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VP/Other Executive

Product

StrataJazz Financial Planning is really easy to use. The report writer is very easy to use,...

Jan 2025
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VP/Other Executive

Relationship

Employee retention would be one of the things Strata Decision Technology could improve. A lower...

Jan 2025
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VP/Other Executive

Value

Strata Decision Technology mostly avoids charging for every little thing, but we are being...

Jan 2025
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Director

Relationship

The person we talk to at Strata Decision Technology struggles to solve our problems. That person...

Jan 2025
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Director

Relationship, Operations, Product

Strata Decision Technology has good guidance and ideas of best practices. But the operationalization...

Jan 2025
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Director

Product

I feel that StrataJazz Financial Planning has been relatively static for a while. The things that...

Jan 2025
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Director

Loyalty, Product

Strata Decision Technology acquired Syntellis. I think customers will really benefit when Strata...

Jan 2025
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Director

Product

On the one hand, we need more functionality to deliver measurable outcomes. On the other hand, the...

Jan 2025
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Director

Relationship, Operations

I like Strata Decision Technology's annual conference. It has been online since the pandemic. It is...

Jan 2025
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Director

Relationship

I really like that we generally work with the same people at Strata Decision Technology when we...

Jan 2025
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Director

Culture

One of the big pros of being with Strata Decision Technology is that we are able to give managers a...

Jan 2025
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Director

Operations

We don't really have training. We have created training internally that we deliver to leaders as...

Jan 2025
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VP/Other Executive

Relationship

There is no phone or web support from Strata Decision Technology. We log in and open up a ticket,...

Jan 2025
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VP/Other Executive

Operations

The training I requested from Strata Decision Technology was them going over how to use our data and...

Jan 2025
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VP/Other Executive

Loyalty

The integration was one of the reasons that Strata Decision Technology was selected. Our...

Jan 2025
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VP/Other Executive

Culture, Value

I saw what Strata Decision Technology presented before the sale. They said the system could do all...

Jan 2025
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VP/Other Executive

Operations

During the implementation, we had one module that replaced paper. That went well because it replaced...

Jan 2025
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VP/Other Executive

Loyalty, Product

We don't have a choice about upgrades. That is one of the things that make it harder to work with...

Jan 2025
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VP/Other Executive

Relationship

Strata Decision Technology has a vision, but it is not one that meets our needs. Their vision is...

Jan 2025
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VP/Other Executive

Product

The strategic planning module is in use, but we are not using what comes out of it. We do everything...

Jan 2025
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Director

Relationship

Strata Decision Technology has really good support. We submit tickets, and the vendor gets right on...

Nov 2024
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Director

Relationship, Value

We get a lot of support from Strata Decision Technology through their help desk, and I don't believe...

Nov 2024
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Director

Product

I can't say how StrataJazz Financial Planning has changed the way we approach budgeting and planning...

Nov 2024
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Director

Culture, Relationship

We have discussed some things with the vendor about the system that don't quite work the way we...

Nov 2024
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Director

Product

We would like to have access to creating reports. We are very limited as to what we can do in terms...

Nov 2024
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Director

Product

StrataJazz Financial Planning needs more reporting features. My CEO was upset; they want to be able...

Oct 2024
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Director

Loyalty, Product, Value

There are things in StrataJazz Financial Planning that are good. There are reminders that we have...

Oct 2024
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Director

Operations

Implementation with StrataJazz Financial Planning was really good. We just went through another...

Oct 2024
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Director

Product, Value

StrataJazz Financial Planning can drive tangible outcomes when used properly. I fight this with my...

Oct 2024
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Director

Product, Value

Using StrataJazz Financial Planning took budgeting and planning off paper and into the electronic...

Oct 2024
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CFO

Product

Strata Decision Technology has a net revenue analysis tool in the net revenue budgeting module. I...

Oct 2024
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CFO

Relationship

Strata Decision Technology provides us with anniversary days, so we have hours that we can have the...

Oct 2024
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CFO

Relationship

Strata Decision Technology’s support is sort of average. All of the support people are responsive,...

Oct 2024
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CFO

Product

There are two functionalities in the base planning product that I find to be just really lacking....

Oct 2024
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CFO

Product

The overall budgeting process is pretty good in StrataJazz Financial Planning, and the vendor...

Oct 2024
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CFO

Product

StrataJazz Financial Planning is my QuickBooks. It is predesigned, and there is limited back door...

Oct 2024
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Director

Product

The one thing Strata Decision Technology could improve would be to have functionality in the product...

Aug 2024
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Director

Relationship, Operations

Strata Decision Technology could improve implementations by having individuals on the implementation...

Aug 2024
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(0)
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Director

Product

Through using StrataJazz Financial Planning, there is more transparency in our budgeting and also...

Aug 2024
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Director

Operations, Product

StrataJazz Financial Planning makes everything a lot more streamlined, and the overall approach is a...

Aug 2024
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Director

Product

Before we had StrataJazz Financial Planning, capital planning was very manual, and we had two...

Jul 2024
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Director

Operations, Product

The product is easy to use. I just hired someone who had no real training, and they have already...

Jun 2024
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Director

Relationship

When I questioned something and wanted to talk to someone at Strata Decision Technology, I had...

Jun 2024
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Director

Relationship

The vendor gives good support. They keep us informed when they respond. We have an issue that we are...

Jun 2024
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Director

Operations

The vendor doesn't need to be on-site to do a whole implementation, but I think there needs to be...

Jun 2024
||
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Director

Relationship

Everyone at Strata Decision Technology is empowered to help us. We started with the help desk. And...

Jun 2024
||
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Director

Value

Thanks to StrataJazz Financial Planning, we are great from a budgeting standpoint. From a capital...

Jun 2024
||
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Director

Loyalty, Relationship

The vendor has a vision. Things are changing, and as we speak, StrataJazz Financial Planning is...

Jun 2024
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Director

Value

The vibe is very positive even when our people are only talking about what they will do with...

Jun 2024
||
(0)
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Director

Operations

We are extremely satisfied with the vendor’s implementation. They have answered all our questions....

Jun 2024
||
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Director

Culture, Value

Strata Decision Technology avoids charging for every little thing. But they are a business. I caught...

Jun 2024
||
(0)
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Director

Operations

When we went live, we did everything virtually and did all the training for the power users...

Jun 2024
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(0)
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Director

Operations

The strength of the vendor’s training is their years of experience. They are not newbies. They have...

Jun 2024
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Director

Product

Our end users love the tool. They love that the data is sitting there, that it doesn't go away, and...

Jun 2024
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Analyst/Coordinator

Culture, Value

Strata Decision Technology is pretty good. They are always developing stuff and making improvements....

Jun 2024
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(0)
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Analyst/Coordinator

Product

StrataJazz Financial Planning automates a ton for us. I remember that we used to make Excel...

Jun 2024
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Analyst/Coordinator

Product

One of the biggest benefits we get out of StrataJazz Financial Planning is that the more we have in...

Jun 2024
||
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Analyst/Coordinator

Product

People really don't complain about the solution. They say it is pretty easy to find stuff....

Jun 2024
||
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Analyst/Coordinator

Relationship

The support team with Strata Decision Technology is really good. I submit a question or issue, and...

Jun 2024
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