Case Study: Scripps Health achieves 47% faster forecasting and streamlined budgeting with Strata Decision Technology's Axiom Rolling Forecasting

Axiom Rolling Forecasting Helps Scripps Health Adapt Quicker to Changing Market Conditions

Scripps Health, a $3.4 billion private nonprofit health system, struggled with slow, fragmented budgeting and rapidly changing payor and reimbursement trends that made annual budgets obsolete. After a board member questioned why they weren’t using rolling forecasts, Scripps partnered with Strata Decision Technology to adopt Axiom Rolling Forecasting (and Performance Reporting) to gain more timely, actionable financial insights.

Strata Decision Technology implemented Axiom Rolling Forecasting, consolidating three iterative budgeting modules into one platform, redesigning forecast groups (from 125 to a manageable 45 in one unit), creating a SURF super‑user team, and building focused dashboards and five core reports. The result: a 47% reduction in forecasting time, a shift from a seven‑month budget cycle to four‑week‑per‑quarter forecasts, improved transparency and accountability, and faster, KPI‑driven decision making across the organization—outcomes delivered by Strata Decision Technology.

Scripps Health

John Wong

Director of Corporate Financial Planning & Reporting