Decision Log Template

DEC-2026-019 — CRM migration: Salesforce vs HubSpot


Category
Strategic
Impact Level
High
Decision Maker
PDPierre Dumont (CRO)
Status
Approved

📋 Context

Current CRM (Dynamics 365) contract expires 30/06/2026. Sales team reports low adoption (38% daily active usage), data quality issues from manual entry, and no integration with marketing automation. The steering committee requested a replacement recommendation by Q1 2026.

⚖️ Options considered

OptionProsCons
Salesforce EnterpriseMarket leader; deep customisation; strong AppExchange ecosystem3× budget; 6-month implementation; requires dedicated admin
HubSpot EnterpriseNative marketing integration; faster deployment (8 weeks); higher UX adoption in pilotLess customisable for complex workflows; smaller partner network in DACH
Renew Dynamics 365No migration risk; existing integrations maintainedDoes not solve adoption or data quality issues; 15% price increase

✅ Decision

Migrate to HubSpot Enterprise. The pilot showed 72% daily active usage (vs. 38% on Dynamics), native marketing integration eliminates the need for a separate tool, and the 8-week deployment fits the contract timeline. The customisation gap is manageable for our current workflow complexity.

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Capture decisions as structured records that include the context, options considered, rationale, owner, and expected outcome. This template prevents the recurring pattern where teams revisit decisions because no one remembers what was agreed, who decided, or why.

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What is a decision log?

A decision log is a structured record of organisational decisions — capturing what was decided, who made the decision, the rationale behind it, and the expected outcome — so teams have a single reference when questions arise later.

Decisions are made in meetings, email threads, Slack conversations, and hallway exchanges. Within weeks, the details fade: people remember the outcome but not the reasoning, or they remember different versions of what was agreed. A decision log captures the record at the point of decision. When someone asks “why did we choose vendor A over vendor B?” six months later, the answer is documented — not reconstructed from memory. Without a log, teams waste time relitigating decisions that were already made.

Who should use this template?

This template is for teams that make decisions collectively:

  • Project Managers — record decisions at each project milestone so stakeholders can trace the reasoning behind scope, timeline, and resource choices
  • Department Heads — document strategic decisions with rationale so successors understand the context behind current policies and priorities
  • Steering Committee Members — maintain an auditable record of governance decisions with accountability assignments
  • Product Managers — capture feature prioritisation decisions with the trade-offs considered and the data that informed each choice

What’s included in this template?

The template has two parts: structured metadata fields and the decision record.

Metadata fields classify each decision:

  • Decision title and reference number
  • Decision date and decision maker (or body)
  • Category (strategic, operational, technical, financial)
  • Status (proposed, approved, superseded, reversed)
  • Impact level (high, medium, low)

Decision record captures the context:

  • Context — the situation or problem that required a decision
  • Options considered — the alternatives evaluated, with pros and cons for each
  • Decision — what was agreed and the specific rationale for choosing this option
  • Owner and timeline — who is accountable for implementation and by when
  • Expected outcome — what success looks like, including measurable criteria where possible

How to create and customise this template in Elium

  1. Open the Template Builder — Go to your profile menu and select the Template Builder tab, or click “+ Create” and choose “Create a new template”.
  2. Set the scope — Choose an icon, enable the template, and decide whether it applies platform-wide or to specific spaces (e.g. your Project Management or Steering Committee space).
  3. Add structured fields — Click “Field” to add metadata: text fields for decision title and reference number, a date field for decision date, a user field for decision maker, tag fields for category, status, and impact level. Mark decision title, decision maker, and status as mandatory.
  4. Build the record structure — Use the “+” button to add content blocks: text blocks for context and decision rationale, a table block for options considered (columns: option, pros, cons), a user block for owner, a date block for deadline, and a text block for expected outcome. Add placeholder prompts (e.g. “What alternatives were considered and why were they rejected?”).
  5. Preview and save — Review the template layout, then save. Teams can now record decisions using a consistent format, and you can apply it to existing content in bulk.

How AI helps you create and use this template

Capture faster. Paste meeting notes or a Slack thread where a decision was made into Elium’s AI. It identifies the decision, the options discussed, and the rationale — then drafts a structured decision record that the owner reviews rather than writing from notes.

Retrieve smarter. A project manager asks Elium’s AI: “Why did we choose the on-premise deployment model for the Frankfurt data centre?” The AI returns the decision record with the full context, alternatives considered, and rationale — no searching through meeting minutes.

Why teams use Elium for decision logging

Decisions lose their rationale faster than any other type of knowledge. A month after a decision, teams remember the outcome but not the reasoning. Three months later, someone proposes the alternative that was already rejected — and the cycle restarts. Elium makes decision history searchable: structured records capture the context, and AI retrieves the rationale from a question.

Bouygues Construction — 53,500 employees across 80 countries — uses Elium to centralise knowledge for distributed teams. By documenting decisions alongside operational procedures, they give project teams a reference point that survives personnel changes and ensures continuity across global operations.

Frequently asked questions

A decision log is a structured record of organisational decisions, capturing context, options, rationale, owner, and expected outcome. Without one, teams relitigate decisions because the reasoning is forgotten. A log preserves institutional memory and provides accountability — especially when stakeholders, priorities, or team members change.
A complete template includes metadata (decision title, date, decision maker, category, status, impact level) and a record covering context, options considered with pros and cons, the final decision with rationale, owner and timeline, and expected outcome with measurable success criteria.
Decision logs eliminate revisited decisions because the rationale is documented. They accelerate onboarding because new team members read historical context rather than asking why things are the way they are. They improve accountability because every decision has a named owner and timeline.
Start with the context: what situation required this decision? Document the options considered — including the ones you rejected and why. State the decision clearly and explain the rationale. Assign an owner and a deadline. Define what success looks like so the decision can be evaluated later.
Meeting minutes document what happened in a meeting — topics discussed, actions assigned, and attendees. A decision log documents what was decided and why — regardless of where the decision was made. Decisions from meetings should be extracted into the decision log so they are searchable independently.

Related reading: Read more on our blog