Best Decision Making Tools & Software 2021

Yonyx provides interactive decision trees for self-service portals, call centers, and telemarketers. Organizations can even A/B test scripts to see which ones are more effective. Troubleshooting decision trees allow customers to solve problems themselves, only escalating to an agent if they run into something they don’t understand or something outside the scope of the decision tree. CRM integrations can also simplify customer interactions by pulling information about products or services they’ve purchased in the past.

Pros

• Platform is cloud-based and provides real-time updates
• It’s easy to create new guides and decision trees
• Support is helpful and makes regular upgrades

Cons

• Editing a guide after it has been created can be difficult
• Some of the training materials could use improvement

airfocus is a product management platform that helps businesses make better decisions during product development. The drag-and-drop roadmap builder keeps teammates aligned on decisions and notifies necessary team members when their approval is needed. The roadmaps are also based on objectives, helping teams make goal-based decisions every step of the way. Additionally, organizations can create a scoring framework that makes prioritizing work easier and helps everyone understand which decisions are the most important.

Pros

• Includes several project management features, like Kanban boards and Gantt charts
• Easy to prioritize and display important projects
• Customizable and provides good visuals

Cons

• Can sometimes be difficult to share roadmaps or give access to customers and employees
• It can be difficult to archive more than one roadmap or task at a time

Zingtree offers decision making tools for both internal processes and agent scripting for sales and support calls. The internal feature set includes a self-service knowledge base where subject matter experts can create a decision tree and then employees can easily follow it to find the information they need. The scripting features help your sales team qualify leads right on the call and find relevant product information quickly. It also ensures compliance and helps your agents stay on track.

Pros

• The system is flexible and customizable
• Support is helpful and responsive
• Reduces onboarding time and improves compliance

Cons

• Setup can be difficult, especially with detailed decision trees
• The backend is sometimes hard to navigate

WinQSB is an open source decision-making platform that works with Windows operating systems. It treats decisions like mathematical problems, providing the pros and cons of each decision. The modules it supports make the system very customizable, allowing organizations to address their own particular set of challenges. Through customization, businesses can see the type of decisions they make most often and set up decision trees to help them make decisions more quickly in the future.

Pros

• Free and includes a variety of modules to customize the system
• The user interface is fairly intuitive
• Supports a variety of problem-solving techniques

Cons

• There are a limited number of advanced modules available
• Will likely require developer input to get it functional

Lending Metrics’ Auto Decision Platform (ADP) is best for businesses in the financial industry, like insurance providers or mortgage lenders. It includes a robust API suite, allowing integration with a variety of CRM systems and website platforms to start customers on their journey. By connecting to third-party credit bureaus, it can also pull detailed information about a customer’s credit history automatically, reducing some of the manual work. The no-code decision engine allows organizations to create decision trees that fit the needs of their business without developer input.

Pros

• Cloud-based platform that works with a variety of operating systems
• Offers 24/7 live support
• Improves lending compliance

Cons

• Doesn’t include data analysis
• Navigation can sometimes be difficult

EIDOS from Parmenides helps businesses make better decisions faster right out of the box with eight pre-configured strategic processes. It also compares up to 450 data points in a single visualization to help organizations make the choice that best fits their needs. The strategizing model allows businesses to make templates of common decision trees, so they can quickly set them up for future use. Additionally, it provides a look at different scenarios that might arise depending on the choice the company makes.

Pros

• Offers a rich suite of decision-making and visualization tools
• Allows both structured and unstructured problem analysis
• Offers a collaborative environment for decision making

Cons

• Import and export functionalities can sometimes be difficult to use
• Requires time to get the best information

Loomio provides a consolidated space for an organization’s decision makers to examine their data, store relevant information, and collaborate on important choices for the company. Threads keep all of the information on a decision in place and allow teams to discuss it without fear of losing their notes. Proposals can also help ensure that decision makers get the approvals they need to move forward. They can put notes in about the decision and set a due date, and the system will automatically notify anyone who needs to weigh in.

Pros

• Offers good support and easy to understand pricing
• Makes business meetings more efficient
• Can pin comments in threads to keep them from getting pushed down

Cons

• Threads with a lot of comments might get confusing
• Onboarding can be difficult for team members that aren’t very tech savvy

Checkbox is a no-code platform that helps businesses make decision trees to simplify their processes and make more informed decisions. The smart forms are easy to build and don’t require developer input, which means more departments across the business can use them. The dashboards are also customizable and provide real-time insights into services and processes. Companies can also easily share their applications and decision trees with a URL link, guarded by a passcode.

Pros

• Easy to build simple apps even without developer knowledge
• Responsive and helpful support team
• Can automatically request approvals from relevant stakeholders

Cons

• Complicated workflows might require some developer input
• Some customers would like to see improvement with user management features, like offboarding and categorization.