How to use Strata

Four steps, in order: set up, pick your industry, learn the ideas behind it, and share what you build. Skip any you already know.

Step 1

Set up

Open the builder, or start from a template that already holds a worked example. Either way you get your own editable copy in the browser, with nothing to sign up for.

Then make it yours. Name your levels, the rows of the tree, in the words your organization uses. Open Setup to add the decisions your organization makes about its assets and the lifecycle stages they happen in. Data points link to those decisions, and that link is what the rest of Strata reads from.

Step 3

Learn the concepts

Ten short guides, grouped by what you are trying to do. Read the first group before the others. All guides lists them with a summary of each.

Foundations

What a hierarchy is, what it is not, and the words and stages the templates use.

Systems

Taking an agreed standard into the systems that hold the data, and into the plan that funds them.

Analytics and AI

Whether the data you hold can answer the questions you will be asked.

Step 4

Share it with your team

Work stays in your browser until you choose to share it. Publishing creates one link to a version of your document, protected by two passwords you set: a view password for the people who should read it, and an owner password for you, which lets you publish a new version or take the link down. Everyone then looks at the same thing instead of passing spreadsheets around. If you need a copy that never changes, export an editable PowerPoint, or JSON or CSV that imports back in. Where the data goes is explained on the privacy page. To try it, open the Electric distribution template and choose Share.