Decisions
By Decisions
Decisions typical implementation process:
IT Administrator Approval: Decisions require initial approval by an IT administrator to begin setup within the organization’s Microsoft 365 environment, ensuring secure integration and compliance with existing policies.
Installation via Microsoft Teams/Office 365: Deployment involves installing the Decisions app through Microsoft Teams or Office 365, making integration with core productivity tools straightforward and device-agnostic.
User and Permissions Setup: Admins configure user roles, group permissions, and content access based on organizational structure and meeting needs, leveraging Azure Active Directory for authentication.
Agenda and Meeting Workflow Configuration: Teams set up custom agenda templates, recurring meeting workflows, and automated minute-taking to match their meeting cadence and preferences.
Integration with SharePoint and Planner: Decisions is connected to SharePoint for document management and to Planner for syncing tasks and deadlines with existing organizational tools.
Decisions can be customized to fit specific business needs through a variety of configuration and integration options designed to align with unique organizational requirements.
Agenda Templates: Organizations can create, save, and reuse agenda templates to streamline meeting preparation and standardize processes according to departmental or business needs.
Recurring Meeting Workflows: Meeting workflows can be automated and tailored for recurring meetings, minimizing repetitive setup and supporting unique team or project cycles.
Meeting Minutes and Notes Customization: Automated meeting minutes and notes can be customized with the organization’s brand or specific design needs, ensuring consistency with internal communication styles.
SharePoint and Planner Integration: All meeting content is stored within Microsoft SharePoint, and tasks with deadlines sync with Microsoft Planner, enabling seamless integration into pre-existing workflows and information governance frameworks.
Collaborative Agenda Building: The platform allows collaborative agenda preparation, giving participants the ability to contribute topics and materials in advance, ensuring every meeting is relevant and tailored to current business needs.
Inclusion of External Participants: Easily incorporate external stakeholders in meetings and distribute customized meeting books, adapting the tool for cross-company or client-facing sessions.
Behavioral Science Backing: Agenda and meeting features are based on behavioral science, which provides a foundation for adapting workflows and meeting practices to optimize for specific organizational cultures or engagement strategies.
AI-Powered Features: Decisions AI provides automated meeting recaps, minutes, and action-item tracking, all adaptable to the desired format and compliance or reporting frameworks required by the business.
Branding and Design Customization: Meeting templates, workflows, notes, and other communication tools can be branded or formatted according to the organization’s preferences for a unified professional appearance.
Decisions offers training and support for new users, designed to maximize the value and productivity of its meeting management platform.
Live Training Sessions: Biweekly 45-minute live training sessions are available where experts cover essential topics like setup, agenda building with AI, task creation, decision tracking, and M365 integration. Sessions include a 15-minute Q&A for individual guidance.
On-demand Video Tutorials: There is a library of self-guided video tutorials covering everything from setting up the first agenda to leveraging advanced tools within Decisions.
Webinars: Regular webinars provide additional learning opportunities, including deeper dives into specific features and productivity best practices.
Guided Demos: Users can schedule one-on-one guided tours with meeting productivity experts to walk through key features and address questions specific to their organizational needs.
Self-paced Courses: Several self-paced, certification-linked courses help users gain proficiency and confidence with the software.
Comprehensive Onboarding Resources: The onboarding center offers step-by-step guides, tips, and checklists to help new users get up and running.
Knowledge Base & Support Articles: Users have access to a searchable repository of FAQs, troubleshooting guides, and detailed process documentation.
Customer Success Team: Direct support is available through a customer success team, providing personalized onboarding, ongoing support, and guidance tailored to the organization's processes and goals.
Ticketing System: Users can submit tickets for technical support, bug fixes, or best-practices guidance and receive prompt, process-aware troubleshooting.
Decisions implements robust security measures designed to protect data at every stage of the meeting management process, with a focus on privacy, compliance, and user control.
Data Residency in Microsoft 365 Tenant: All meeting data remains within the organization’s own Microsoft 365 tenant. Sensitive meeting information is never transferred to Decisions’ servers, and the Decisions team has no access to customer materials.
No External Data Access: Meeting content, files, and communications are not stored on or processed by external third-party servers outside of the Microsoft 365 environment, minimizing exposure risks.
SOC2 Certification: Decisions is SOC2 certified, signaling that its internal controls meet strict criteria for protecting data privacy and security, particularly regarding service organization trust principles.
ISO 27001:2022 Certification: The platform is compliant with ISO 27001:2022, a global gold standard for information security management systems. This guides decisions on risk management, data handling, and security processes.
Decisions releases updates on a regular and structured schedule, ensuring the platform remains secure, feature-rich, and responsive to customer needs.
Monthly Updates: Decisions issues updates to the current release version every month. These updates deliver new features, security patches, bug fixes, and stability improvements to all users on the “Current” release stream.
Major Releases: Major new versions are released every 18 to 24 months. When a new major version is released, it becomes the primary “Current” release, while the prior version transitions to a “Long Term Support” (LTS) status.
Product Enhancements: There are regular product enhancements and feature rollouts, such as upgrades to the Decision Log, AI-powered recaps, and integration improvements highlighted in their 2025 and 2024 product update summaries.
Tiered Release Streams: There are two main update tracks: “Current” (receiving all new features/fixes) and “LTS” (receiving only critical security fixes). Previous versions are phased out of support except for extraordinary cases.
Online Release Notes and Help Center: Each update is announced through detailed release notes and help center articles, outlining new features and any important system changes.
Upgrade Process: Upgrades are managed via Decisions’ installer tools, with best-practice guides and validation scans to prevent breaking changes, especially in self-hosted or clustered deployments.
Decisions’ policy on data ownership and portability is strongly focused on giving organizations full control and retention of their meeting data by leveraging the Microsoft 365 ecosystem.
Customer Retains Full Ownership: All meeting data—including agendas, notes, attachments, and decisions—remains the property of the customer organization at all times. Decisions do not gain any rights or access to the content created or stored through the platform.
No Third-Party Data Access: Sensitive meeting data is never stored on Decisions’ servers. The platform’s architecture ensures the Decisions team has no access to the materials users create, share, or manage within the product.
Storage within Microsoft 365 Tenant: All user data is stored within the organization’s Microsoft 365 tenant, primarily in SharePoint for meeting content and in Planner for tasks. This means organizations can directly manage, export, or migrate their data as needed without vendor lock-in.
Native Microsoft 365 Tools: Organizations can use Microsoft-native tools and permissions to export, archive, or transfer data, supporting easy portability if needs or platforms change in the future.
Decisions allows organizations to scale up or down easily by managing user licenses via a flexible, group-based approach and supports subscription adjustments according to changing organizational needs.
Group-Based License Management: Licenses for Decisions are assigned at the team or group level within the Microsoft 365 ecosystem. Adding or removing users is managed by including or excluding them from the assigned Teams or Groups, making scaling seamless.
Admin Portal Controls: Organizations have access to an admin portal for centralized license management. In this portal, license administrators can approve or revoke access for Teams or Groups, or respond to new license requests for OneDrive users by adding groups or direct users to the licensed pool.
Immediate Effect: Scaling up (adding more licensed users/groups) or down (removing users/groups) can be performed instantly via the admin portal, with changes reflected across the organization’s deployment as soon as the license status is updated.
Per User Pricing: Pricing typically starts at a specified per-user rate (e.g., USD $14/month on annual billing), providing straightforward cost predictability for scaling.
Approval Workflow: New users or teams/groups require approval before being licensed, ensuring governance over scaling and preventing accidental overages.
Decisions allow either party to cancel the agreement with three months' prior notice. This applies to both contract renewal and standard cancellation, ensuring flexibility for organizations that may need to end their subscription.
Notice Period: Either party may terminate the agreement by providing at least three months’ written notice to the other party before renewal or cancellation.
Immediate Termination for Breach: Decisions reserves the right to terminate a subscription immediately and deactivate the account if the customer is found to breach the agreement. In such cases, no refund is provided for fees already paid, and all access to the service is removed.
Free Trial and Inactive Accounts: Decisions may delete a free trial account after prolonged inactivity. Paid accounts that remain unpaid for more than 60 days may also be deleted.
End-of-Contract Obligations: At the end of the contract, the customer is required to remove the software from its infrastructure, as stipulated in the licensing terms.
Decisions software complies with several major industry standards to ensure the secure, responsible handling of meeting data for organizations across regulated sectors.
SOC2 Certification: Decisions is SOC2 certified, demonstrating adherence to rigorous criteria for security, availability, processing integrity, confidentiality, and privacy in service organizations.
ISO 27001:2022 Certification: The platform complies with ISO 27001:2022, the internationally recognized standard for establishing, maintaining, and continually improving an information security management system.
