Case Study: Intermountain Health improves financial planning agility with Strata Decision Technology

Intermountain’s Financial Planning Tool Helps Switch from Annual Budgets to Rolling Forecasts

Intermountain Health, a large health system with hospitals, medical groups, clinics, and a health plan, needed a better way to manage planning across multiple divisions and payment models. Its annual budgeting process was often millions off target and struggled to keep up with uncertainty in healthcare, especially as patient volumes, costs, and reimbursement models changed. Intermountain turned to Strata Decision Technology and its Dynamic Planning system to improve financial planning and forecasting.

Strata Decision Technology implemented Dynamic Planning to support rolling forecasts, quarterly planning, and performance management across Intermountain Health’s enterprise and business units. The shift helped Intermountain respond more quickly during COVID-19, tighten projections, and maintain liquidity while continuing key initiatives. As a result, leaders now spend more time on strategy and growth, with monthly operating reviews and quarterly evaluations replacing a rigid annual budget process.

Intermountain Health

Gregory M. Johnson

Vice President of Finance