The news
⚡ Update your actions from the meeting minutes
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Manage your actions directly from the meeting minutes!No more going back and forth between the meeting minutes and the action plan to track and update your actions. Now you can do it all in the blink of an eye! How does it work?When you click on an action in the...
✨ A widget for your important comments
Too many comments in your ‘Comments’ widget on the home page?This can happen if you manage numerous files and actions or if you receive comments for which you are not the main recipient. Don't panic, we've got the solution! Customise your comments widgets:You can now...
✨ A compact view of actions for greater clarity ✨
A compact view of the actions list is now available! This simply displays more actions in a more streamlined style. There are three display modes from this list view: compact, folded and unfolded. And here's the visual difference between folded and compact mode....
Perfony enhances its Gantt view for even more powerful project management! 🚀
As part of our ongoing commitment to innovation, we are proud to present the latest version of the Gantt view in Perfony! 🎉 This update offers an even richer and more flexible experience, meeting the needs of project managers and teams for optimized steering and...
More features for your meeting reports! 🎉
At Perfony, we're constantly striving to improve your experience and simplify your meeting management. That's why we're delighted to present a major update to the "Memo" tab! [divienhancer_image_comparison...
✨ More flexibility for your documents and comments! ✨
Many of you asked for it, and it's now available ! For anyone who hasn't been able to connect their Perfony account with OneDrive or Google Drive, or who work with documents attached to folders and actions, we 've got THE perfect solution for you! Simplified document...
Document preview is finally available on Perfony!
After many requests, we're delighted to announce a major improvement in Perfony: the ability to preview your documents directly from the application! You no longer need to download your files to view them. With a single click, you can quickly access a preview of your...
Set up the security features of your Perfony account
New on Perfony: Set up your account security features! The security of your data is a priority at Perfony, and we've designed some simple but powerful settings to give you the best possible protection for your workspace. Discover now our new detailed guide to...
Customisable folder display for optimised browsing!
Introduction: In the world of Perfony, every feature is designed to make your experience more fluid and enjoyable. With this in mind, we are pleased to announce the launch of a long-awaited new option: customisable folder display levels. Designed for users who manage...
Perfony: Doubly Distinguished in 2024!
🌟 Perfony triumphs with two awards! 🌟 We are absolutely delighted and immensely proud to announce that Perfony has received not one, but two major awards in 2024! This recognition motivates us to continue innovating and providing the best possible service to our...
Update announcement : Super Administrator rights in Perfony
Super Administrator rights in Perfony allow a user to access all the folders in the account. This role, reserved for holders of an 'Executive' licence with 'Administrator' rights, ensures clear organisation and ongoing management of folders, even those created by...
Save time with your favourite folders
If you're in a lot of folders, the view from the "Folders" menu gets better for you: the folder "favourite" function lets you display only your favourite folders (and their sub-folders). The view from the "Folders" menu has been simplified, making it easier to manage...
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...
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...
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...
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...
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...
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,...
Meeting minutes just a click away with AI
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...
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...
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...
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...
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...
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...
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...
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...
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...
“I prefer to work alone!” How to adapt to collaborative work?
Introduction It's natural to prefer to work alone to avoid distractions and concentrate fully on your tasks. However, many modern working environments require active collaboration to achieve common goals. High-performance teams harness the diverse skills and...
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...
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...
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...
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...
Collaborative work or augmented collaboration: what are the differences?
Definitions and objectives of collaborative work and augmented collaboration Collaborative work and augmentative collaboration are two terms often used interchangeably, but wrongly so because they describe different concepts. Collaborative work refers to the use of...
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...
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...
Know the use of Perfony in my teams and their level of training
Please note that this tip is only applicable to holders of an "Administrator" or "Executive" license! Why should I display my teams' Perfony usage and training level? Perfony is a collaborative work platform. And to get the most out of it, it is necessary that each...
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...
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...
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...
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,...
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...
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...
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...
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...
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...
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"...
Can a technological tool help reduce mental workload in the workplace?
The mental workload at work is undoubtedly one of the greatest contemporary challenges of corporate management. It is a difficult problem to understand because it is caused by multiple factors and can have serious consequences for employees: chronic fatigue,...
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...
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...
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...
Psychosocial risks in the workplace: what are we talking about?
Psychosocial risks or PSRs are elements that are unfortunately found in all professional sectors and are often closely linked to the mental load at work. They can affect everyone in a trade, from employers to employees. The consequences of these psychosocial risks are...
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...
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...
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...
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:...
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...
Mental overload: symptoms and risks for employees and the company
You are a company manager and have to face behavioral problems from your employees? Do you know the problem of mental workload at work ? This problem has many consequences and induces a torrent of emotions from the employee, generally resulting in strong irritability....
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...
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...
Perfony & MS Teams: the messaging extension that will turn your decisions into action
Using the conversation menu in MS Teams The adoption of MS Teams continues to grow in organizations and this great collaboration tool is now a part of everyday life for all M365 regulars. Millions of us use it and the benefits are numerous, whether we are in a...
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,...
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"...
Action plan management software: how to make the right choice?
Today, companies are increasingly using action plans to implement and complete their projects. There are an infinite number of them depending on your industry and your business objectives. Each sample action plan action plan is nevertheless subject to a set of...
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...
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...
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...
User’s voice : Yann AUDRAN
It is a system of precise follow-up of actions and deadlines.Follow our news: More "Users' voices" ?[divienhancer_carouselchild...
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...
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...
5 benefits of creating an action plan for a digital transformation project
The development of a sample action plan is a step that promotes the success of a company's digital transformation process. This tool represents an efficient method for listing all the elements necessary for the realization of a digital project.The function of digital...
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...
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...
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...
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...
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...
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"...
How to improve the management of operations and the production process to achieve operational excellence?
Most companies want to be part of a continuous improvement process that will allow them to continue to grow while limiting costs, in order to better resist their competitors. Such a strategy requires a multitude of transformations at different levels (management,...
Operational excellence methods: the example of Lean management
L'operational excellence is the objective that is systematically sought to achieve in order to optimize the company's productivity. But as long as there are still hidden costs, sources of waste, too much or too little inventory, this goal will remain out of reach....
5 best practices to implement a continuous improvement process in your organization
The continuous improvement process is an interesting option for improving the services, products or management methods of an organization. Discover the different options available to you to make your work environment even more efficient and productive. Continuous...
Lean office: continuous improvement applied to administrative processes
The processes used in the industrial field to increase the productivity of teams can also find an application in the tertiary sector. When adapted to administrative tasks, Lean Manufacturing methods can lay the foundations for Lean Office in companies. Service...
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...
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...
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"...
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...
What are the steps to follow to implement a continuous improvement process?
Have you heard about the benefits that companies receive when they implement an approach tocontinuous improvement ? This practice is based on ideas developed in Japan several decades ago, in particular Lean Management, which aims to increase productivity and provide...
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...
What are the tools for continuous improvement? What method should be used?
L'continuous improvementLean Management is a state of mind that aims to always do better. One of the fundamental principles is not to be satisfied with what we have. This method is also called Kaizen, because it comes from a system applied in Toyota factories. Kai...
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...
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...
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"...
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"...
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...
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"...
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...
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...
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,...
User’s voices: Célia JACQUELINE
A good coordination tool especially when managing a network. Follow our news: More "Users' voices" ?[divienhancer_carouselchild...
Your mobile action plan with Perfony in Microsoft Teams for mobile!
To the question " how to access my Perfony actions when I am on the move ", the first reflex is to go to the AppStore or Google Play to download the Perfony mobile application that is available. But if you already have the Microsoft Teams application for mobile then...
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...
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...