The news

Save time with the quick folder menu

Save time with the quick folder menu

The functions available in the 'burger' menu, symbolised by the three small dots to the right of each folder, are regularly improved. Here is a description of what you can do with this menu to quickly manage your folders:Bookmark this folder: The first menu allows you...

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Duplicate folders in one click

Duplicate folders in one click

Do you have a model folder that you want to duplicate and apply? (a typical project, for example), you can now duplicate and customise it in just a few clicks. Located in the [] to the right of a folder name, the "duplicate folder" command allows you to : Select all...

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Perfony on Gartner: praise that thrills our team!

Perfony on Gartner: praise that thrills our team!

🌟 Our customers are over the moon and they're saying it loud and clear on Gartner! 🚀 We're very proud to share the glowing feedback we've received from our users on Gartner. Their enthusiasm and support are driving us to go even further to give you the best possible...

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Tasks in Perfony

Tasks in Perfony

You've been dreaming about it? Many of you have asked for this. The latest update includes a new feature that allows you to customise the format of a sub-action even further, giving it the appearance of a task with a label, a manager and a 'completed' button. To find...

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Create and share action views

Create and share action views

Would you like to create a view with specific actions, find it quickly, share it and receive notifications? Perfony makes your life easier with its new action views feature. In just a few clicks you can : Create a specific view to group together the actions of your...

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Lock actions

Lock actions

The action interaction zone contains a new icon that would almost go unnoticed: it's a lock whose function is to make it impossible to change the wording of an action.This is useful when an action is duplicated and spread across several folders. If you lock the name,...

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The minutes of the meeting with the IA

The minutes of the meeting with the IA

Discover the Perfony revolution in meeting note-taking thanks to its artificial intelligence. There's no need to spend hours writing reports - let Perfony do it for you in the blink of an eye: Summary: Get a quick digest for those who don't have time to read a full...

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Choose your landing page

Choose your landing page

If you have dashboards in Perfony (report menu), you can choose to have one of these dashboards as your home page when you log in. For you, but also for other users. To do this, you need administrator status to access the 'users' menu . In the 'information' tab, you...

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Action ID display

Action ID display

You've been using Perfony for a long time and you now know that each element in Perfony has its own ID: a folder, an action, a user, a folder template, etc.But after a while, the number of actions starts to grow and visually having an action displayed with a 5-digit...

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OKR dashboard

OKR dashboard

What is OKR? You may have heard the acronym "OKR" (Objective Key Result). Objectives and Key Results (OKR) are a performance management system used by many companies. Objectives represent the ambitious goals that the company or a team wishes to achieve, defining a...

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Perfony’s AI-powered chatbot

Perfony’s AI-powered chatbot

Version 3.22 of Perfony introduces a new intelligent assistant that will initially be able to help you perform any action or ask a question on a particular subject. The Perfony chatbot uses OPEN AI technology via Microsoft Azure and the GPT3.5 model. This is yet...

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Alert! My folder is running late

Alert! My folder is running late

Let's talk about notifications. At Perfony, we're not a big fan of alarms and notifications all over the place, because too many notifications kill notifications and there's no point to them. We prefer to rely on visual management that leaves the initiative to the...

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The weather of your actions

The weather of your actions

It's true, however, that it's not enough to be great to succeed, you have to anticipate, in life, it's always those who are ahead of the game who succeed, not the gifted.Today, we're reviewing a new module on the homepage: the weather forecast of your actions Why...

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Improve the display of the panes

Improve the display of the panes

"More freedom for more readability Today, let's take a look at the possibilities offered to modify the display of the pages and offer you a greater comfort of work. Why improve the display of the panes? Many Perfony workspace pages are composed of 2 panes: one on the...

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Profile of the ideal manager to develop collaborative work

Profile of the ideal manager to develop collaborative work

The evolution of work patterns over the past 30 years has dramatically changed the way companies operate. The various crises, whether financial (2009) or health (2020), as well as technological advances, have enabled employees to work together in different, often more...

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Is collaborative work suitable for all organizational styles?

Is collaborative work suitable for all organizational styles?

Collaborative work is often seen - rightly in our view - as an effective way of working that can help companies achieve their strategic goals, improve productivity and strengthen their culture. However, there are some types of organizations for which the collaborative...

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Measuring the effectiveness of our collaborative work

Measuring the effectiveness of our collaborative work

Everyone has heard this saying (highly questionable by the way): "alone we go faster, together we go furtheror "the performance of the collective is greater than the sum of the individual performances that make it up but how do we know if we are effective in our...

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The evolution of collaborative work over the past 30 years

The evolution of collaborative work over the past 30 years

Over the past 30 years, collaborative work has evolved dramatically, thanks to the rise of technology and changes in the way people work. In the 90's, collaborative work limited by geographical constraints In the early 90's, collaborative work was mainly limited to...

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What evolution for collaborative tools?

What evolution for collaborative tools?

Digital collaboration tools have become a central element for companies of all sizes and in all sectors. Emerging technologies such as augmented reality, virtual reality and artificial intelligence will continue to play a key role in transforming workplace...

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Understanding Perfony in Teams

Understanding Perfony in Teams

The possibility to use Perfony without leaving Microsoft Teams is not new (you will already find several tips on this topic!) and we have often highlighted the " Perfony in Teams" add-on in different articles. An overview of the add-on seems interesting to better...

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Online training in Perfony

Online training in Perfony

Why train online for Perfony? Improving performance and collaborative work is not something you can do by decree. For example, the establishment of a specialized platform is certainly a major step towards this goal but is not sufficient. It is necessary that each...

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Display its actions as a workflow

Display its actions as a workflow

Why change the display of its action plans? When you carry out a project or have many tasks to accomplish, in order to be sure not to forget anything, it is essential to create a plan of action. Whatever the situation, this action plan will always start with the...

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Linking a Teams channel and a Perfony action plan

Linking a Teams channel and a Perfony action plan

Why link a Teams channel and a Perfony action plan? While Teams is certainly the most widely used instant messaging and videoconferencing tool in a business environment, it also offers the major advantage of being able to embed many other features. Thanks to its...

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Add your action plans in Teams

Add your action plans in Teams

It is up to the solution to adapt to the user's environment, not to the user to change his habits! Why add your action plans in Teams? Microsoft Teams has become for many the essential tool for instant communication and video conferencing. And to make the exchanges...

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Create a custom dashboard for a folder

Create a custom dashboard for a folder

"Give visibility on their activity to all our users" This is one of Perfony's missions. For this purpose, many pages offer native graphics and visual indicators, such as the home page or the page that lists your folders. It is also possible, in the "dashboard" menu,...

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Managing a budget

Managing a budget

Follow us:In this use case, we will take the example of marketing expenses, but keep in mind that the custom field settings in your files will allow you to track and add up any numerical values! We can imagine piloting the number of man-days necessary to complete a...

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Monitor the progress and dependence of actions

Monitor the progress and dependence of actions

Follow us:Today's tip provides answers to two concerns simultaneously: Give a view on the action plan and the dependency of the actions between them (ie: I can't start painting an element until it has been made) Give a view on several action plans (ie: I asked my 5...

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Create a meeting without an action plan

Create a meeting without an action plan

Follow us:Perfony now allows you to create meetings without an action plan.Why create meetings without an action plan? On a one-off or periodic meeting, you now have the option of not adding one or more action plans. The purpose is to address more informal items that...

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What tools to better manage your priorities?

What tools to better manage your priorities?

To know how to how to manage your priorities and your timeIt can be very wise to equip yourself with a simple and practical tool. But to sort through the jungle of possible solutions and find THE right tool to become an expert in priority managementHere are the 12...

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Manage your priorities better: 9 easy-to-implement tips

Manage your priorities better: 9 easy-to-implement tips

Knowing how to manage your priorities is often the sign of an organized person who is in control of his or her environment, which will result in less time wasted, less stress and more efficiency. These people can be recognized in the office, as they are generally more...

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User’s voice: Nicolas PIERSON

User’s voice: Nicolas PIERSON

Perfony is a real cockpit for managing action plans. All action plans are integrated and everyone sees what they need to see.Follow us:More "Users' voices" ?[divienhancer_carousel slides_to_show="4" slides_to_scroll="2" _builder_version="4.7.3"...

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Managing stress at work: 5 practical tips

Managing stress at work: 5 practical tips

Today's hectic lifestyle can cause a mental workload at workThe consequences of this affect the emotions and generate stress. Solutions exist to help both employers and employees better manage this situation. What are the main stressors at work? Many factors can cause...

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Filter actions to create your own action plans

Filter actions to create your own action plans

Follow us:Display the right information at the right time. This is our obsession at Perfony. Today's tip will help you display the actions you want, all the actions you want, only the actions you want. In short, you will create YOUR action plan.Why create customized...

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What are the main psychosocial risks at work?

What are the main psychosocial risks at work?

In the professional world, psychosocial risks are numerous. They affect all sectors of activity and spare no socio-professional category. In some cases, we talk about mental workload at work. Several factors explain the emergence of these psychosocial risks, which can...

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Search efficiently in your Perfony space

Search efficiently in your Perfony space

Follow us:Among the new features delivered with version 3.6, Perfony enhances its search engine to make it more relevant and convenient to use. Why use the search engine? The diversity of channels and the normal increase in the number of actions, folders and meetings...

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Eisenhower matrices to download (several formats)

Eisenhower matrices to download (several formats)

The Eisenhower matrix is a very useful tool for managing your priorities. It allows you to determine the tasks that need to be completed in priority and thus helps you achieve your goals. This matrix can be made in many different file formats, and can even exist in...

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How to use the Eisenhower matrix?

How to use the Eisenhower matrix?

What is the Eisenhower matrix? À the origin of the Eisenhower matrix there is the objective to help us answer the following question: How can I manage my time efficiently by correctly determining my priorities? Indeed, the Eisenhower matrix is a tool that allows you...

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History of the Eisenhower Matrix

History of the Eisenhower Matrix

The origin of the Eisenhower matrix Dwight D. Eisenhower is a General of the United States Army, who will become the 34th President of the United States of America. For the topic at hand, namely priority and time management, he is best known for the following quote:...

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How can we measure mental health at work?

How can we measure mental health at work?

Well-being at work and the preservation of mental health in the workplace have become major issues for companies and trade unions. The mental workload at work is the consequence of several factors which, by interacting with each other, affect the psyche of the person...

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Mental workload at work: what management solutions?

Mental workload at work: what management solutions?

The mental load at work is the result of psychological pressure and is one of the main causes of stress in the workplace. The workload affects all categories of employees. It is expressed by a hypersollicitation of the managers which can weaken the professional and...

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7 ways to manage your priorities at work

7 ways to manage your priorities at work

Knowing how to manage your work priorities is a legitimate question for anyone who wants to manage their time well. This will often be the mark of organized collaborators who work serenely because they know how to classify and prioritize their actions, as opposed to...

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Highlighting the most important actions

Highlighting the most important actions

Follow us:Why monitor your actions? Some actions are critical to the smooth running of projects and the progress of organizations, which is why they require particular vigilance. It is therefore necessary to be able to identify them easily and to access them quickly,...

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User’s voice : Vincent BINOCHE

User’s voice : Vincent BINOCHE

Perfony supports us in the markets thanks to its collaborative platform shared between the head office and field teams.Follow our news: More "Users' voices" ?[divienhancer_carousel slides_to_show="4" slides_to_scroll="2" _builder_version="4.7.3"...

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Why invest in a meeting management and action plan tool?

Why invest in a meeting management and action plan tool?

An essential management tool in the management process, the action plan allows all teams to follow a precise course of action. Available to all participating members, a sample action plan is required. It is a tool to achieve the objectives set at the outset. It is a...

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Writing an effective action plan: best practices

Writing an effective action plan: best practices

If you want to optimize the efficiency of your employees within your company, you will inevitably have to ask yourself the question, at one time or another, of writing an action plan. Depending on your field of activity and your position in the company, the nature of...

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Making your action plan in Excel: a good idea?

Making your action plan in Excel: a good idea?

Whatever your project - business, marketing, financial or human resources - a sample action plan is essential to help you clarify your ideas. The definition of an action plan is as follows: it is a roadmap that outlines each step you need to take to achieve your...

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Summary of decisions: what layout for your meeting minutes?

Summary of decisions: what layout for your meeting minutes?

The business meeting is an effective communication tool that provides guidance to staff and opens up discussions between the meeting facilitator and participants. What are the minutes of a meeting like? ? The form adopted for writing a summary of decisions is short...

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How do I take minutes of a meeting? A model to help you

How do I take minutes of a meeting? A model to help you

Need advice on how to summarize your next meeting and turn your decisions into action? You will simply have to master a few steps to know how to write good meeting minutes !The various elements to be included in this summary document You ask yourself how to take...

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Example of an action plan to follow up your SteerCo meetings

Example of an action plan to follow up your SteerCo meetings

In a company or an administration, management committees are called SteerCos. These regular meetings are attended by the company's directors, accompanied by a company secretary, a human resources manager, division heads and department managers. In any case, this...

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The action plan for operational excellence

The action plan for operational excellence

In order to optimize the management of a company, it is necessary to use efficient and flexible methods to achieve operational excellence and manage priorities. The development of a action plan is an example which is in line with this approach. It is used to list all...

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An effective action plan model with the 5W1H method

An effective action plan model with the 5W1H method

Of crucial importance to those involved in business or public policy, the action plan is defined as a set of measures and activities required to implement a project. It often follows a decision to launch the company and a diagnosis of the situation. Generally, it is...

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How to make an effective action plan and stick to it?

How to make an effective action plan and stick to it?

Before embarking on a project, you should take the time to define your initial idea. What do you want to achieve? You can use a example of an action plan to establish, step by step, the actions to be taken. Regardless of the size of your business, a plan is essential...

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Action plan definition: what is the use?

Action plan definition: what is the use?

Today, planning is essential to coordinate all the activities of a company. It becomes particularly useful when it comes to implementing a digital transformation strategy. If there are several models or examples of action plansthe form, function and method used may...

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User’s word : Abel CHATEAU

User’s word : Abel CHATEAU

Perfony allows me to have an efficient and collaborative follow-up of my action plans.Follow our news: More "Users' voices" ?[divienhancer_carousel slides_to_show="4" slides_to_scroll="2" _builder_version="4.7.3" _module_preset="default"...

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User’s voice : Nicolas MARTIN

User’s voice : Nicolas MARTIN

Perfony is a very good collaborative tool for project monitoring. When you have a lot of different projects or a lot of different people to deal with, having a collaborative platform that centralizes and assigns tasks, but that also makes it very easy to track the...

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Perfony 3.2: a new vision of meetings

Perfony 3.2: a new vision of meetings

Follow our news : On Tuesday June 15th, Perfony released its latest update. Focus on two major new features! One of Perfony's goals is to give visibility! (see here what our users think about it!) That's why we pay a lot of attention to the simplicity of use and the...

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User’s voice : Amaury BOURETZ

User’s voice : Amaury BOURETZ

Perfony helps us to gain visibility and readability both in terms of the actions we need to orchestrate and the information we need to provide to our customers.Follow our news: More "Users' voices" ?[divienhancer_carousel slides_to_show="4" slides_to_scroll="2"...

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Hallo Perfony – Hola Perfony – Olá Perfony

Hallo Perfony – Hola Perfony – Olá Perfony

Perfony is available in 3 new languages: Dutch, Spanish and Brazilian. To meet the demand of our international customers, Perfony continues to develop its offer in new languages. In 2020, German and Italian were added to English (US and UK) and French. In 2021, your...

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The Kaizen method: a system for continuous improvement

The Kaizen method: a system for continuous improvement

The Kaizen method brings together several simple principles aimed atcontinuous improvement. But it is also a management philosophy that has revolutionized the way many companies think and act. According to the method, each employee should constantly question his or...

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Lean management for the continuous improvement process

Lean management for the continuous improvement process

Lean management, despite the use of the Anglo-Saxon term lean, is not a simple cost reduction method, but a process ofcontinuous improvement. It is based on the mobilization of teams to converge in stages towards optimal methods for better production.The origin and...

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PDCA (Plan Do Check Act) method: how to use the Deming wheel?

PDCA (Plan Do Check Act) method: how to use the Deming wheel?

The PDCA method is widely used in the context of a policy ofcontinuous improvement. It is also known as the "Deming wheel", after its inventor, because it helps to boost the efficiency of an organisation regardless of its type of activity. How can this four-phase...

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User’s voice: Laurent SUTTER

User’s voice: Laurent SUTTER

A collaborative communication tool for our field sales forces allowing us to structure our sales actions and to manage them efficiently over time in complete transparency.Follow our news: More "Users' voices" ?[divienhancer_carousel slides_to_show="4"...

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User’s voice : Antoine ORIAC

User’s voice : Antoine ORIAC

Perfony helps optimize marketing activities for regional and dealership marketing managers. Follow our news: More "Users' voices" ?[divienhancer_carousel slides_to_show="4" slides_to_scroll="2" _builder_version="4.7.3" _module_preset="default"...

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User’s voice: Carole RICHARD

User’s voice: Carole RICHARD

Perfony is a very good collaborative tool and easy to learn. It allows real-time sharing of actions both internally and with external work partners and contributes to the reduction of emails! Follow our news: More "Users' voices" ?[divienhancer_carousel...

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User’s voice : Grégoire PESTALOZZI

User’s voice : Grégoire PESTALOZZI

Perfony is the ideal tool to create, duplicate and follow the action plans of my dealerships. I update it every week.Follow our news: More "Users' voices" ?[divienhancer_carousel slides_to_show="4" slides_to_scroll="2" _builder_version="4.7.3" _module_preset="default"...

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Perfony tip: how to “copy/paste” actions?

Perfony tip: how to “copy/paste” actions?

Follow our news : While most of the time an action is a one-off, there are times when you need to be able to replicate it. Why duplicate an action? Sometimes we encounter situations where an action must be carried out in the same way by different people, or on...

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Perfony tip: how to export information for sharing

Perfony tip: how to export information for sharing

Follow our news: In order to share certain information contained in your Perfony with people outside your space, it is necessary to be able to create exports of certain data. Perfony offers various export functions and formats that allow you to distribute action plans...

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Simply declassify your actions with Kanban

Simply declassify your actions with Kanban

Follow our news: You are often told about "closing" actions so that you are not quickly overwhelmed with "completed" actions in your various files, but when is it possible to go back? After all, to err is human. Can a share be "downgraded"? As you probably know,...

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My Perfony action plan in Microsoft Teams Mobile

My Perfony action plan in Microsoft Teams Mobile

Follow our news : If you regularly use the Teams mobile application, this feature of Perfony will be more than useful! You can access your Perfony actions without having to leave the Teams mobile application. To do so, you must have installed the Perfony for Teams...

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Operational excellence to improve quality and working methods

Operational excellence to improve quality and working methods

In an increasingly competitive environment, companies are looking for ways to improve their competitiveness. The main levers to be used are cost reduction, but also - and above all - the involvement of employees, the real driving forces of the company.Managers who see...

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Perfony 3.0: track your decisions

Perfony 3.0: track your decisions

Follow our news : On Tuesday March 23rd, Perfony will release its latest update. Focus on a major new feature! Perfony continues to integrate the RIDA method to create simpler and more useful meeting reports. Small reminder for those who missed the previous episodes:...

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Content and formatting of meeting minutes: some tips

Content and formatting of meeting minutes: some tips

Whether you are attending a meeting or are affected by its decisions, you will certainly receive the report. rendered. This mandatory document is drawn up at the end of the session. In particular, it formalizes the decisions taken during the debates, so that everyone...

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Sample meeting minutes to be sent to participants

Sample meeting minutes to be sent to participants

As the meeting minutes are a reference document in the company, it is important to take care of both the content and the form. What are the minutes of a meeting like? in concrete terms? What elements should be included from the header to the conclusion? How to...

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Template for writing meeting minutes

Template for writing meeting minutes

The discussions are over, the participants have left, the work seems finished... Yet, there is still one essential aspect to effectively close the meeting: how to write good meeting minutes ? Here are some tips for writers who want to present an attractive and useful...

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Template for the presentation of a meeting report

Template for the presentation of a meeting report

Do you have a meeting report to write and don't know how to manage the presentation of this document? You are wondering how to write good meeting minutes ? Follow our tips to get the perfect template to use for all your future reports. Know the basics of writing good...

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5 tips for writing good meeting minutes

5 tips for writing good meeting minutes

The function of a meeting report is as much to keep track of the decisions made as to provide a direction for action. In this context, how to take minutes of a meeting able to really fulfill this role? There are certain steps to follow. Find 5 practical tips to master...

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How to take minutes of a meeting: example of a CODIR

How to take minutes of a meeting: example of a CODIR

The steps to writing good meeting minutes must meet several requirements depending on the purpose of your corporate meeting. To facilitate the formatting of your own meeting summary, we will see in this article some advice and an example with a CODIR in order to have...

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What is the purpose of a meeting report, specifically?

What is the purpose of a meeting report, specifically?

Team meeting or general assembly: as soon as several co-workers meet formally, it is necessary to keep a record of what was said. In order to ensure that the main lines and essential elements are highlighted in the minutes, a competent person is designated to take...

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