The news
Operational Excellence: 7 essential steps to improve corporate performance
A powerful lever for competitivenessoperational excellence is to leverage the company's activities to ensure its growth. By focusing on customer needs, process optimization, cost management and the ability of teams to generate solutions, operational excellence tends...
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:...
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...
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...
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...
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...
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...
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...
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...
Learn how to write minutes of a business meeting easily
What is the purpose of a meeting report except to keep track of the work done during the sessions and the decisions taken? However, in order for the document to fulfil this function, it is important to adopt specific writing methods according to the type of meeting....
How to write good meeting minutes?
In order to be effective and lead to concrete decisions, working meetings must be well prepared by the various participants. At the end of the discussions, a report summarizing the exchanges must be produced and sent to each member. But how to take minutes of a...
What makes an effective meeting report?
A meeting is a real communication tool, an opportunity to exchange and work with your colleagues. These important moments should be written in a way that summarizes the most important information for the reader. An effective meeting report must follow certain...
Take notes in meetings on Teams and write the minutes
Do you want to be more efficient in your note taking? Do you use Microsoft Teams? This tool, allows you to learn how to take minutes of a meeting with several people. The form of the latter can be different depending on the purpose of the meeting and the type of...
How to take notes for a meeting report?
The work meeting is an essential communication tool within a company. What is the purpose of meeting minutes? One of the functions of the latter is to bring together all the staff concerned around a summary of the decisions taken during the meeting, to pass on...
The meeting minutes: definition
A meeting report is a very useful tool when holding debates or discussions within a company or association. Among other things, it allows you to highlight the decisions made during a meeting. But how a meeting report is presented in concrete terms? Indeed, if one...
How to dictate a meeting report?
Follow our news: To avoid having to manually enter a meeting report, Perfony allows you to dictate it and thus save time. What are the settings for dictating a meeting report? Before you can use dictation in Perfony, you need to ask your space administrator to...
User’s voice: Clément GRONON
A good tool for project management and shared action plans.Follow our news: More "Users' voices" ?[divienhancer_carouselchild...
Perfony 2.34: Lei parla Perfony? -Sprichst du Perfony?
Tuesday 30 June, Perfony released version 2.34, which adds 2 new languages for German- and Italian-speaking users. We initiated this update to respond to the increasingly frequent requests we receive from current and prospective clients. We are very proud to be able...
User’s voice : Thibault FABRE-AUBRESPY
Perfony is an innovative and collaborative tool to manage the actions defined between the BMW Group France sales representatives and our dealership partners. This tool has enabled us to review our working and organizational methods. Over time, the daily use of Perfony...
User’s voice : Benoît ROBIN
Perfony has become our daily online collaborative action plan.Follow our news: More "Users' voices" ?[divienhancer_carouselchild...
Sorting stocks according to my own criteria?
Follow our news: By default, folder actions can have a "theme". But if the driver of the file has foreseen it, it is possible to customize this field and to add others. Depending on the choice, the value will be either free or predefined as a drop-down menu for...
User’s voice: Alan GILLIER
A tool to have a global and orderly vision of the puzzle of the action plans in a company: to gather on a support the actions to be carried out, to follow them up, to collaborate so as not to forget anything.Follow our news: More "Users' voices"...
User’s voice: Sébastien MAYANCE
Perfony allows me to organize my thoughts, my actions and my days.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 2.34: Lei parla Perfony? -Sprichst du Perfony?
Tuesday 30 June, Perfony released version 2.34, which adds 2 new languages for German- and Italian-speaking users. We initiated this update to respond to the increasingly frequent requests we receive from current and prospective clients. We are very proud to be able...
Perfony tip: how to sign official meeting minutes?
Follow our news: The meeting minutes are a key element in ensuring the traceability of decisions. But sometimes it is necessary to go even further in the commitment of the participants. Why sign the minutes of a meeting? All meetings must be minuted if an activity or...
Perfony tip: can we reopen closed actions or archived or deleted folders?
Follow our news : Following several calls to support concerning some unfortunate clicks on folders or actions, we realized that many of you did not know that it was possible to recover archived or deleted items. However, Perfony is here to make your life easier! Find...
Cutting an action in Perfony
Follow our news : In Perfony you can split an action into identical sub-actions for each person to whom it should be assigned. But why create identical shares? Creating an action and reproducing this action for all the members of a file is a tedious, repetitive work...
Save and import an action plan template in Perfony
Follow our news : Why? The Action Plan Template Saving Tool allows you to save all the actions in a folder so that you can reuse them in another folder later. This is a feature that is particularly useful, for example, if you have the same actions to assign in several...
How to duplicate an action in several folders
Follow our news : Since version 2.21, it is possible to publish the same action in several folders simultaneously. Easy to use and super convenient. Why duplicate an action in several folders? Let's take a concrete case: you need to set up a communication campaign in...
Tip #3: customize your Perfony? email alerts It is possible!
Follow our news : What are the advantages of changing your email alerts? Faced with the ever-increasing number of emails you receive every day, Perfony allows you to customize email alerts for your files, actions, and meetings. Unclogging your mailbox will save...
Tip #2: The color of your files
Follow our news : Green or black file, what does it matter? Did you notice that some icons in your iPerfony space could have different colors? This is the case for the folder icon and the meeting icon. What is the meaning of the folder icon colors? The color of the...
How to activate the scrum view in your Perfony space?
Since the last update, 1.12, a new element has appeared, the scrum view. =>Want to learn more about scrum? Read our article Scrum for Dummies! This view is available on 4 pages of your iPerfony. Which one? Follow the guide! I. The scrum view on your home...
Schedule a recurring action on Perfony
It is now very easy to set up an action that must be performed at regular intervals: monthly pay slips, weekly newsletter sending, etc... It is not necessary to recreate it for each occurrence, but it is enough to set it up from the beginning or to modify an existing...
Access your action plans by theme!
In a previous articlewe explained how it was now possible to "call" the files of your choice to follow them during a meeting For example: to follow the Alpha, Beta and Gamma folders in a single steering meeting, we create the meeting, choose the participants and...
Save 60% of your time!
Customers who use the Perfony application on their smartphones say they have Save up to 60% of time in the daily management of their action plans. Do like them and download iPerfony in your store now. More tips? [divienhancer_carousel...
How to force a web page to refresh
Reminder! To avoid display problems following an update, first refresh your page and if the problem persists, disconnect and reconnect to your space. These two steps will ensure that the new version of Perfony will be loaded, without conflict with the elements...
Synchronize Perfony with your iPhone
When you need to know your availability to accept an appointment, you may not have your computer at hand... So how do you know if you don't have a meeting scheduled at that time? You are in the workshop and you want to declare that one of your actions is...
Synchronize your Perfony space with your Outlook account
The Outlook calendar is one of the most used calendars in the professional world, and that's why we propose you to create this link between your Outlook account and your iPerfony account. This free option is complementary to the smartphone synchronization which you...
Synchronize Perfony on your Android smartphone
To schedule an appointment, it is important to make sure that your calendar is up to date. It is therefore essential to be able to display your Perfony meetings in the calendar you use most often: the one on your smartphone. How to synchronize Perfony with Androïd For...
Update of statistics and synthetic evaluation
New indicator pages in your iPerfony! Meeting evaluation update More tips? [divienhancer_carouselchild identifier="Astuce Perfony : comment signer un compte-rendu officiel de réunion ?"...
Action plan: what are we talking about?
What is an action plan? Definition and best practice In modern business management, an action plan plays an essential role in structuring and guiding the efforts guide the efforts needed to achieve specific objectives. Whether for project teams, departments or senior...
User’s Guide version 1.11
You have discovered the 1.11 version of Perfony. Feel free to consult the updated user guide if you have any questions. And of course, don't hesitate to contact our support department if you have any questions. Download the user guide here You will find it on the...
The user guide is here!
You are not yet familiar with all Perfony features? The training is now long gone and you have new questions? This user's guide gives you a detailed presentation of the iPerfony solution. Download it !