List of features of the Perfony solution

The meetings

Create a meeting
Program a periodicity
Access the list of meetings
Sort and filter meetings
Invite participants
Change the roles of the participants
Créer un ordre du jour – subject, – duration, – importance, – manager.
Create a collaborative agenda
Email the agenda
Link one or more action plans to a meeting
Share in a comment stream dedicated to the meeting
Share documents specific to the meeting
Bookmark a meeting
Faire évoluer le statut de la réunion – on hold, – in progress, – completed, – to evaluate, – closed, – cancelled.

Tracking the elapsed time
Track the time elapsed for each agenda item
Entering a report
Layout a report
Identifying actions and decisions with AI
Reuse the previous report as a template
Create a report template
Use the agenda as the outline for the minutes
Dictate the minutes (voice transcription)
Update the decision log
Add actions to the action plan
Update action plans
Intelligent R.I.D.A. (decision detection and action by artificial intelligence)
Create an attendance sheet

Exporter le compte rendu par email + statement of information + statement of decisions + action plans + attendance sheet
Create a report in PDF format
Create a specific reporting format for your meetings or your entire organization
Evaluate the performance of the meeting
Generate a meeting performance report

Create a folder
Create subfolders
Annotate a file (Memo)
Display the list of folders in a tree structure
Sort and filter your folders in the form of lists
Share comments in a dedicated comment stream for each folder
Cancel a folder
Customise a folder with a logo
Export the folder and its action plan in PDF format
Export the file and its action plan in XLS format
Importing actions from Excel into a folder
Bookmark a folder
Invite participants
Change the roles of the participants
Add actions and sub-actions
Sort and filter the action plan
Display the action plan as a Gantt chart
Display the action plan as a Kanban board
Display the progress of actions in the form of a burn-up chart
Share documents specific to the folder
Create a folder template
Create custom fields to tag actions
Create an action audit model
Find all the meetings associated with a folder’s action plan
Create specific dashboards for each folder
Pin a specific dashboard to the home page

Create an action
Create sub-actions
Multiply a share
Cancel an action
Send an action by email
Programming a recurring action
Sort and filter actions
Download the action plans in PDF
Download action plans in XLS
Mark the actions to follow
Share documents specific to each action
Exchange views in a dedicated comment stream for each action
Modifying batch actions
Bookmark an action plan
Bookmark an action
Assign a single manager to each action
Assign one or more contributors per action
Add a maturity date per share
Linking actions together
Assign a duration per action
Prioritise actions
Access the history of each action
Identify the number of postponements of an action
Identify overdue actions
Update the progress of an action
Closing an action
Auditing actions
Add custom fields to actions

Accéder aux indicateurs visuels des widgets de la page d’accueil – Late actions – Actions monitored – Progress of my teams’ actions – Actions to be closed – Incomplete actions – Dormant actions – Actions with anomalies (audit) – New comments – Upcoming meetings – Number of hours spent in meetings per month – Favourite folders
Accéder aux indicateurs des dossiers – Breakdown of actions by stage of completion – Overall progress of the folder
Create analytical dashboards for action plans
Create digital dashboards for action plans
Create graphical action plan dashboards
Add personalised dashboards to the home page

Create users
Create user groups
Activating, deactivating and suspending a user
Affecter des rôles des utilisateurs dans les dossiers – Pilot and co-pilot – Participant – Informed
Affecter des rôles des utilisateurs dans une réunion – Pilot and co-pilote – Participant
Affecter des rôles des utilisateurs dans une action – Responsible – Contributor – Informed
Assign extended or restricted rights to each user
Customise a user’s language
Customise a user’s avatar
Customise alerts and notifications

Accéder au complément “Perfony pour Teams” – All the features of Perfony folders and action plans, – All the features of Perfony actions, – Create a link between Teams channels and specific Perfony action plans – Synchronise participants in a Teams channel and a Perfony folder
Accéder au complément “Perfony pour Outlook” – Create Perfony actions without leaving Outlook, – Turn an email into action with one click, – Gérer mes actions sans quitter ma boite mail, – Access dedicated comment feeds in the event of a notification and respond to them
Identify yourself in Perfony with your M365 credentials thanks to SSO (Single Sign On)
Connecting OneDrive and SharePoint in Perfony

Connect Perfony to any web service using the Rest API
Identify yourself in Perfony with third-party application credentials thanks to SAML v2 SSO