Product · Decision Briefs

Send the case without rebuilding it

A Decision Brief turns the current case behind a roadmap item into a shareable page for someone who needs to review it. They can understand what is being proposed, why it matters, and what happens next without logging in or entering the workspace. No deck rebuilt the night before, and the decision comes back to the plan it belongs to. A decision that moves fast is a decision that closes the gap sooner: a brief turns a two-week approval delay into a same-day yes, and the plan moves the day it is decided.

See the Living Roadmap
Decision Brief
  1. Your workspaceOne plan, with the case behind one item on it.
  2. The brief crosses the boundaryA shareable page. Opens without an account. No approve button.
  3. Alex Morgan · COOReads the case. Never joins the workspace.

Give them the case without giving them the controls

The brief can carry the executive summary, the reason behind the proposed work, the intended metric, and the next step while keeping workspace permissions separate. The recipient sees the case, not the rest of the plan. The funnel and profile analyses produce shareable briefs of their own, so the same no-login summary works for more than approvals.

Stays behind the boundary
  • The rest of the roadmap
  • Workspace controls and settings
  • Other recommendations and their cases
  • Everything a member can change
Decision BriefHarbour & Fern
ObjectiveImprove mobile checkout completion
Decision BriefNo login needed
Executive summary
Mobile checkout is the weakest stage in the funnel, and it is the one we want to move now.
Why now
Checkout completion on mobile is behind the rest of the funnel, and the target for the year assumes it closes.
What we want to achieve
Improve mobile checkout completion
The number it is meant to move
Checkout completion rate
Next step
Discuss with the owning team before work begins.

No login needed. The brief does not collect approval.

A link anyone can openMake a new one and the old link stops working

Read one for yourself

This is a decision brief, replicated from our demo store: the whole case on one page, ending in a range of what the work could be worth. Enough for a yes, with nothing to log into.

Strategic brief for goal

Eliminate checkout friction and lift mobile conversion

This brief is accurate as of Aug 7, 2026
Executive summary

Mobile shoppers are abandoning checkout at rates the business cannot afford. Mobile completion trails desktop by 18 points, and the $23M target for the year assumes checkout completion reaches 68%. Eliminating the friction is the most direct path toward closing the $2.8M gap from the traffic the store already has.

Revenue+$120K to $180Ka month
Conversion+2 to 3 pointsmobile checkout completion
Timeline6 to 10 weeksto measurable results

Replicated from a live decision brief on our demo store. Ranges are estimates of what could be, not a promise.

Strategic brief for goal

Eliminate checkout friction and lift mobile conversion

This brief is accurate as of Aug 7, 2026
Executive summary

Mobile shoppers are abandoning checkout at rates the business cannot afford. Mobile completion trails desktop by 18 points, and the $23M target for the year assumes checkout completion reaches 68%. Eliminating the friction is the most direct path toward closing the $2.8M gap from the traffic the store already has.

Why act now

Mobile traffic is at an all-time high and growing faster than any other segment. Every month the friction stays, revenue the store could already be earning is left on the table.

The cost of inaction

Continued abandonment at today's rate is an estimated $120,000 to $180,000 a month in lost sales, and the year's target moves out of reach one month at a time.

What your team will execute

Remove unnecessary steps and distractions from the mobile checkout, add clear progress indicators and calls to action, and enable guest checkout so nobody is forced to create an account. Express payment, already enabled on the store, moves to the front of the flow.

Projected impact
Revenue+$120K to $180Ka month
Conversion+2 to 3 pointsmobile checkout completion
Timeline6 to 10 weeksto measurable results
What's already in motion

Reduce mobile checkout friction. Work is underway to streamline the flow: unnecessary steps removed, progress indicators added, guest checkout enabled. Owned by Maya Chen, in progress.

Automate abandoned-cart email. Queued next: recovering the shoppers who leave anyway, so fewer abandoned checkouts are lost for good.

Supporting evidence
  • Mobile checkout completion trails desktop by 18 percentage points in the store's own GA4 data.
  • More than 60% of sessions are mobile, making mobile checkout the highest-impact area for conversion gains.
  • Industry data shows guest checkout and fewer steps can lift completion by double digits.
  • Each point of mobile checkout completion is worth an estimated $40,000 to $60,000 a month at current traffic.
Key metrics
Mobile checkout completion61%18 points below desktop: the store's largest leak.
Mobile traffic share60%+Most visitors are on mobile, so this is the biggest lever.
Potential monthly uplift$120K to $180KWhat the movement could be worth at current traffic.
Target completion68%The level the $23M target assumes.

Replicated from a live decision brief on our demo store. Ranges are estimates of what could be, not a promise, and reading the brief cannot change the plan.

The link informs the decision. It does not make the decision.

Decision Briefs do not collect an approval or change the roadmap. The decision happens outside the brief, and an authorised Symphiq user records what the team chose afterward.

Reading the case cannot change the plan.

Keep the decision attached to the plan it changes

Once the decision is made, an authorised user records the outcome in Symphiq so the roadmap reflects what was activated, postponed, saved for later, or set aside. The case and the resulting plan do not have to become separate histories.

  1. 1The roadmap itemThe case lives behind one objective on the plan.
  2. 2The brief is sharedAn authorised user sends the no-login page.
  3. 3The decision is madeIn the meeting, the call, the thread. Not in the brief.Outside Symphiq
  4. 4A person records itAn authorised user enters what the team chose.
  5. 5The plan reflects itActivated, postponed, saved for later, or set aside.

Answers

No. A shared Decision Brief can be read without a login.

No. The brief informs a decision but does not collect approval or change the roadmap.

No. The brief shares the relevant case while workspace access remains separate.

The brief is one hop in a longer journey.

See How It Works