
The Swiss data protection landscape has undergone significant changes in recent years. In response, **WEDO SA** has carried out a **comprehensive revision of its contractual framework** to align with current legal obligations.

This initiative is designed to **remove legal barriers** for our clients—especially **cantonal and municipal public entities**—so they can use our services **without needing to request contract modifications**.



## Evolving Legal Context

Switzerland’s **new Federal Act on Data Protection (nFADP)** came into effect on **September 1, 2023**, introducing enhanced rights for individuals and stricter obligations for organizations.

In parallel, **most Swiss cantons have revised their own data protection laws**. At the time of writing, **only the canton of Vaud** has yet to update its legislation. These regional laws often include **specific requirements for IT providers** working with public entities.

---

## Why We Updated Our Documentation

Our goals were to:

- **Remove legal friction** for customers outsourcing data processing to WEDO.
- **Ensure alignment** with new cantonal legislation, beyond just the federal level.
- Provide a **standardized, legally robust, and user-friendly** contractual framework.



## What Has Been Updated?

### 1. Data Processing Agreement (DPA)

Our DPA has been **completely redesigned**:

- It now **fully incorporates cantonal requirements**, including rules around professional secrecy and data transfers.
- It is **ready to use by public sector entities** without needing further adjustments.
- It includes robust commitments around **security, confidentiality, subcontracting, and data subject rights**.

### 2. Privacy Policy

Now limited to **our website ([**www.wedo.com**](https://www.wedo.com))**, this policy clearly outlines data processing related to web navigation and marketing interactions.

### 3. Terms of Use

Updated to ensure **consistency with our new DPA and privacy practices**.


## Key Features of the New DPA

- Clear clauses around **subcontracting and subprocessors**
- Compliance with **legal secrecy obligations** (e.g., professional or official secrecy)
- Provisions on **cross-border data transfers**
- Commitments to **data breach notifications**
- Enhanced **security clauses** and **data subject rights**, including a **contractual audit right**


## What This Means for You

- **Time-saving**: No need to request additional amendments
- **Legal assurance**: Fully compliant with federal and cantonal laws
- **Clarity and simplicity**: The documents are robust yet easy to understand


## Special thanks to YB Conseils & Solutions Sàrl

We would like to warmly thank [**YB Conseils & Solutions Sàrl**](https://www.yb-cs.ch/), a legal firm specializing in technology law based in **Bulle, Switzerland**, for their expert guidance throughout this process. Their support enabled us to meet complex legal standards while keeping our documentation accessible and transparent.


If you have any questions or would like to learn more, feel free to contact us at [info@wedo.com](mailto:info@wedo.com) or consult our updated legal documentation via our [Trust Center](https://trust.wedo.com/).

*— The WEDO Team*

WEDO SA has carried out a comprehensive revision of its contractual framework to align with current legal obligations.

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WEDO Updates Its Legal Documentation to Meet New Regulatory Requirements

![Signature électronique ](https://wedo-assets.sos-ch-gva-2.exo.io/Signature_c364cb66c9.png)
Electronic signatures have become an essential part of any company's digitalization strategy. There are plenty of reasons to make the switch: first, electronic signatures are much more efficient, thanks to faster processing times and lower costs. They also avoid the need for constant trips back and forth between printer, scanner, and post office. They enable documents to be signed securely anywhere, at any time.

However, there is a fundamental difference between how digital signatures are interpreted and handwritten signatures. Unlike handwritten signatures, the authenticity of a secure electronic signature is not based on its visual appearance but on the associated **electronic certificate** provided by the Trusted Service Provider.

If the concept is still unclear to some, this article explains how 2.0 signatures work and their legal value.

### 3 types of electronic signatures and their legal value

**a. Simple Electronic Signature (SES)**

The SES is the basic level of electronic signature. It is generally used for documents where the risk of liability is low. For example, the minutes of an informal team meeting can be signed with a SES. Its legal value is recognized, but it does not provide a strong identification of the signatory or a guarantee of the document's integrity.

**b. Advanced Electronic Signature (AES)**

The AES offers a higher level of security than the previous one. It is uniquely linked to the signatory using a pre-registered cell phone number. Project meeting minutes, where details are more critical, may require an AES. This signature ensures better traceability and is widely recognized by law.

**c. Qualified Electronic Signature (QES)**

The QES is the most secure form of electronic signature. It is based on a qualified certificate and a secure signature creation device issued by a Trusted Service Provider (TSP). This registration must be carried out beforehand, on an online platform or in person, to guarantee maximum security. For important or sensitive meetings, such as boards of directors or general assemblies, where decisions have significant legal and financial implications, the QES is generally required. It is recognized as the only form of electronic signature equivalent to a handwritten signature under the European Union's eIDAS regulation and the Swiss federal law on electronic signatures (ESigA).

![e-signature legal weight](https://wedo-assets.sos-ch-gva-2.exo.io/EN_legal_weight_v2_d83e9abdcc.png)

### Qualified Electronic Signature (QES): the ultimate in security

The QES represents the ultimate in security and trust in the field of electronic signatures. It requires rigorous identity verification and is generated via a secure device. To use a QES, the signatory must obtain a qualified certificate from a Trusted Service Provider, such as Swisscom. This certificate contains verified data on the identity of the signatory.

A QES is therefore always personal and cannot be repudiated. This means that in cases where the law requires a handwritten signature for a document, this can be substituted by a QES. Companies operating in highly regulated environments can opt for the QES as their standard signature method, to ensure they meet compliance requirements.

**3. How to use the QES**

To set up a QES, follow these steps:

- Choose a certified trusted service provider. In this case, WEDO is working with Swisscom, whose service covers the whole of Europe and meets the legal requirements of the European eIDAS regulation and the Swiss federal ESigA law.
- Have your identity verified. You can validate your identity online, or by visiting an authorized Swisscom shop. Visit [this page](https://srsident.trustservices.swisscom.com/en/) for more information on the various registration options.
- Get your qualified certificate.
- In your WEDO network, create your signature on first use and validate it by uploading your qualified certificate.
- Sign the document in one click.

### How does a Qualified Electronic Signature work?

From a technical point of view, a QES is generated using asymmetric cryptography. For each signature, there is a public key, enabling anyone to verify the signature, and a private key, reserved exclusively for the signatory. This private key can only be activated and used by obtaining a certificate, issued by a Trusted Service Provider as mentioned above. The certificate issuer guarantees, through certified technical and organizational procedures, that only the applicant may use the private signature key in connection with the certificate.

The certificate attests to the identity of the signatory, while the signature itself indicates the time of signing and guarantees the integrity of the document, ensuring that the PDF has not undergone any modification after signing.

With WEDO, this technical complexity goes unnoticed by users, since all external steps are integrated into the platform to ensure a straightforward process.

### Do e-signatures comply with data protection laws for Swiss and European companies?

The legal value of the QES is guaranteed by the Trusted Service Provider (TSP), Swisscom, which, as the issuer of the certificate, is regularly audited and certified by a government agency.

WEDO not only guarantees robust security, but also ensures the most comprehensive data protection thanks to its qualified electronic signatures. WEDO fully complies with the requirements imposed by the European Union's General Data Protection Regulation (GDPR) as well as the Swiss Federal Data Protection Act (DPA). WEDO's hosting service benefits from ISO 27001 certification, with the exclusive location of its servers in Switzerland, guaranteeing a level of security comparable to that of Swiss banking institutions.

![ESigA and eIDAS e signature](https://wedo-assets.sos-ch-gva-2.exo.io/EN_a199c8efc7.png)

Are you looking for a secure electronic signature service for your reports?

We can answer all your questions.

::button-primary[Schedule a live demo]{link="/demo"}

The use of electronic signatures for reports and minutes: a complete guide to their legal value

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E-signatures: a complete guide to their legal value

![nLPD RGPD](https://wedo-assets.sos-ch-gva-2.exo.io/lpd_or_RGPD_1_bbd8c113f3.png)

Determining compliance with the Swiss Federal Act on Data Protection (FADP) or the European Union's General Data Protection Regulation (GDPR) depends on several factors related to your company's business. Here are some guidelines to help you determine which regulations your company must comply with:

## If your company is based in Switzerland:

- **FADP:** All Swiss-based companies must comply with the FADP when processing personal data. The FADP is the main data protection legislation in Switzerland. It aims to protect the privacy of individuals by regulating the way in which personal data is processed by private entities and federal authorities.

## If your company operates within the EU or offers services to EU residents:

- **RGPD:** The RGPD applies to all companies that process personal data of EU residents, regardless of where the company is based. This includes Swiss companies that offer goods or services to people in the EU or monitor their behavior (e.g. online tracking of their activities within the EU).

### Key points for determining compliance:

**1. Location of your company:** If your company is based in Switzerland and does not process data from EU residents, you will mainly need to comply with the FADP.
**2. Target audience:** If your company targets or provides services to EU residents, you must comply with the GDPR, in addition to the FADP.
**3. Personal data processing:** Assess the nature of the data processing carried out by your company. If the processing includes data from EU residents, the GDPR applies.
**4. Presence in the EU:** Having a physical presence or legal representatives in the EU to process personal data also implies compliance with the GDPR.

Compliance with the FADP and the GDPR are not contradictory. In many cases, Swiss companies interacting with EU residents need to ensure that they comply with both the FADP and the GDPR. A clear understanding of your business model and data processing operations is essential to determine specific regulatory obligations.

## Differences between FADP and GDPR:

Although their objectives are similar, there are several key differences between the two regulations:

**1. Consent:**
    - **GDPR**: requires explicit and clear consent from individuals for the processing of their personal data for one or more specific purposes.
    - **FADP:** consent is only required when it serves to justify data processing that infringes on personality. For example, if sensitive data is communicated to third parties, or if the data is reused in campaigns. Consent should not be confused with the duty to inform, which applies prior to consent. The duty to inform applies even when personal data is not collected directly from the data subject, but via third parties (art. 19, para. 1, FADP).
    
**2. Individual rights:**
    - **GDPR**: offers extensive rights to individuals, including the right to be forgotten, the right to data portability, and the right of access and rectification.
    - **FADP:** provides similar rights, but there may be nuances in how these rights can be exercised. For example, the data controller may now refuse, restrict or defer the communication of information when the request for access is manifestly unfounded or procedural. (art. 26, para. 1, let. c, FADP).
    
**3. Data breaches:**
    - **GDPR**: companies must notify data breaches to the supervisory authorities within 72 hours of their discovery, and, in some cases, to the individuals affected.
    - **FADP**: notification of data breaches is also required, as soon as possible, without any particular specification.
    
**4. Sanctions:**
    - **GDPR**: penalties for non-compliance can reach up to 4% of the company's worldwide annual sales or €20 million, whichever is higher.
    - **FADP**: sanctions under the FADP are generally less severe than under the GDPR, although they can include fines and penalties for data controllers.
    
**5. Data Protection Officer (DPO):**
    - **GDPR:** organizations may need to appoint a DPO to oversee compliance with the GDPR.
    - **FADP**: the need for a DPO is not mandatory, but strongly recommended for large companies.
    
**6. International data transfer:**
    - **GDPR:** the transfer of data outside the EU is strictly regulated and may only take place to countries recognized as offering an adequate level of protection, or through specific data protection mechanisms.
    - **FADP**: requirements for international data transfers may be less stringent, but transfers must always guarantee an adequate level of protection. It is important to consult the list of states and international organizations offering an adequate level of protection, defined by the Federal Council.

In reality, for many small and medium-sized businesses, appointing an in-house Data Protection Officer is not always a wise decision. Indeed, depending on the density of processing, the actions to be undertaken are limited and do not justify a dedicated position over the long term.

Companies can, however, benefit from the support of consultants specialized in compliance with legal requirements. Calling on external experts to take on the role of DPO offers access to precise expertise when specific needs arise.


Click [here](https://wedo.com/security) to find out more about WEDO's commitment to safety. 

Determining compliance with the Swiss Federal Act on Data Protection (FADP) or the European Union's General Data Protection Regulation (GDPR) depends on several factors related to your company's business. Here are some guidelines to help you determine which regulations your company must comply with.

Green illustration under the heading “SECURITY” featuring two people pondering a large question mark between two labeled plaques: one bearing the Swiss flag on the left and one with the EU flag on the right

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FADP or GDPR, which law applies to your company? 

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Data protection has become a major concern for organizations of all sizes, whether public or private. Faced with a steady increase in cyber-attacks and the risk of data leakage, it is imperative to adopt robust IT security strategies. The hosting of computer data and the software used in day-to-day business activities play a major role in the risks incurred. Careful selection can significantly reduce vulnerabilities and offer solid protection against these increasingly sophisticated threats.

## Hosting your data

The choice of a data hosting provider should not be based solely on performance, availability and scalability. Security and compliance aspects must be considered as a sine qua non, as well as aspects related to the hosting country.

1. **Security and compliance**: the hosting provider must offer robust security measures to protect your data against intrusion, loss and leakage. Look for recognized security certifications, and make sure the hosting provider meets the compliance standards specific to your industry.
    
    The *ISO/IEC 27001:2013* standard establishes a set of criteria designed to help entities secure their assets, including people, infrastructure and reputational information. The standard is applicable to any organization, regardless of its size, field of activity or sector, and represents the most universally recognized method for managing information security.
    
2. **Hosting location:** the country of the hosting provider is crucial for several reasons:

    - **GDPR and FADP legal compliance:** data protection laws vary from country to country. Hosting your data in a country with strict data protection standards can help ensure compliance with applicable regulations, such as **GDPR** in Europe or **FADP** in Switzerland.
    - **Data sovereignty:** some countries impose restrictions on the transfer of data beyond their borders, which may affect your ability to access or transfer your own data. This ensures that European countries are not dependent on non-European suppliers, who may be subject to conflicting foreign legislation (such as the US Cloud Act), which could compromise the security and confidentiality of European data.

In particular, you are advised to be vigilant with regard to countries that do not have strong data protection laws or are known for their extensive government surveillance:

- **Without strong data protection legislation**: countries without strict data protection laws or a clear regulatory framework may expose your data to confidentiality and security risks.
- **With extensive government surveillance:** some countries are known for their intrusive state surveillance, which could compromise the confidentiality and integrity of your data.

![ESigA and eIDAS e signature](https://wedo-assets.sos-ch-gva-2.exo.io/EN_a199c8efc7.png)

### Hosting in the USA for a Swiss or European company: good or bad idea?

Hosting data in the USA presents specific challenges for Swiss and European companies, mainly due to the differences in data protection regulations between Europe (including Switzerland) and the USA.

**1. Different regulatory framework:** the US does not offer the same level of personal data protection as the GDPR in Europe or Swiss data protection laws. This can create complications for Swiss or European companies in terms of legal compliance.
**2. Surveillance laws:** the United States has laws that allow governments to access data stored on its territory as part of investigations. This includes laws such as the Patriot Act and the Cloud Act, which can compel cloud service providers to disclose data, including that belonging to foreign entities, to US government agencies.
**3. International data transfers:** for European and Swiss companies, transferring personal data to the USA requires ensuring that this data will benefit from an adequate level of protection. This may involve setting up standard contractual clauses, binding corporate rules or other legal mechanisms to ensure compliance with the GDPR.

## What role does the softwares you use play?

**Your server hosting may have been carefully selected, but what about the data available in the many software applications used by your staff?**

Today, the use of software is virtually indispensable to business development. Payroll management software, CRM for customer follow-up, marketing platforms for campaign management, task managers, instant messaging software, and so on. All these tools enable optimal management of business activities, as well as smooth and efficient collaboration. However, each of them stores personal and potentially sensitive information about the company's customers, users and collaborators, representing a security risk.

**This means that the softwares they use must be chosen with the utmost care to guarantee compliance.**

This means asking precise questions about how the software collects, processes and stores personal data. It's also important to check whether the supplier offers features that make it easy to manage users' rights, such as the right to be forgotten, data access and data portability.

### How to choose secure, GDPR- and FADP-compliant software.

**1. Give preference to transparent and cooperative suppliers**

Choose suppliers who are transparent about their data protection practices and willing to cooperate to ensure compliance. This can include providing detailed documentation on data security and compliance measures, as well as support in the event of an audit or inspection by data protection authorities.

**2. Ensuring data security**

Compliance doesn't stop at privacy; it also encompasses data security. Make sure that the software you choose offers solid security guarantees, such as encryption of data in transit, regular backups on a second server, and protection against unauthorized access. These days, for example, it's unimaginable to connect to a cloud service that doesn't use HTTPS (hypertext Transfer Protocol Secure) or offer 2FA (two-factor authentication).

**3. Choose software that hosts its data in Europe**

For the same reasons that you should choose to locate your servers in Switzerland or Europe, it's a good idea to choose software that follows this strategy. By hosting their data in the EU, companies can ensure that they comply with EU directives, thereby avoiding potential sanctions which can be particularly severe. They also avoid conflicts of data sovereignty and boost user confidence.

### The little extra: support for the Swiss and European technology sector

Choosing Europe as the location for data hosting offers significant economic advantages. Firstly, it stimulates the local economy by promoting the development of digital infrastructures and data centers, and creating jobs in the technology sector. Secondly, it encourages innovation by providing startups and enterprises with secure, regulated access to crucial data, facilitating the development of new technologies and services. In addition, the existence of a clear regulatory framework and the geographical proximity of data centers can improve the performance and responsiveness of online services.

**Now that you know everything, why not do a little audit of the software used by your company?**

- Are they hosted in Switzerland? In Europe? In the USA?
- Are their data centers ISO 27001 certified?
- Do they have independent audit certificates (e.g. SOC 2 Type II)?
- Do they use HTTPS protocol for Cloud software?

![SOC2 certification](https://wedo-assets.sos-ch-gva-2.exo.io/Soc2_Type_II_1_ec31b36a93.png)

Click [here](https://wedo.com/security) to find out more about WEDO's commitment to safety. 



The hosting of computer data and the software used in day-to-day business activities play a major role in the risks incurred. Careful selection can significantly reduce vulnerabilities and offer solid protection against these increasingly sophisticated threats.

Green-themed illustration featuring an open laptop displaying a large locked shield at its center, two suited figures standing on either side of the shield, and floating icons of a padlock, key, cloud, binary code and a user profile under the label “SECURITY”

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Data security and protection: how to keep control of your company's data?

![sécurité données de santé](https://wedo-assets.sos-ch-gva-2.exo.io/H_Ealthsector_data_privacy1_b6226a7d74.png)

## What is Health Data Hosting (HDS) certification?

HDS certification is a mandatory French standard for companies storing or processing personal health data. Introduced to ensure that sensitive data is securely hosted, protected against unauthorized access, and managed in accordance with legal and regulatory requirements, HDS certification is much more than a simple legal obligation; it represents a guarantee of quality and security in the hosting of healthcare data. Responding to the major challenges of sensitive data protection, regulatory compliance and user confidence, HDS certification is essential in the era of digitization of healthcare services, to guarantee the security and confidentiality of healthcare data.

## Why is HDS certification essential?

### Protecting sensitive data

Health data includes sensitive information about a person's state of health, treatments and medical history. A breach of this data can have serious consequences for the privacy and dignity of individuals. HDS certification ensures that hosting providers implement rigorous security measures to protect this information.

### Regulatory compliance

In France, the legislative framework surrounding the protection of healthcare data is particularly strict. HDS certification, which complies with RGPD (General Data Protection Regulation) standards and French legislation, enables healthcare establishments to meet their legal obligations in terms of data protection.

### Trust of patients and healthcare professionals

Certification offers a guarantee that data is managed professionally and securely, boosting the confidence of patients, who are increasingly concerned about the protection of their personal data. Healthcare professionals can rely on reliable hosting services for the management of medical records.

![Hébergement des données de santé](https://wedo-assets.sos-ch-gva-2.exo.io/HDS_b91b8bce98.png)

## Scope of application for HDS certification

### Field of application 1: Hosting of electronic medical records

A hospital chooses an HDS-certified provider to host its electronic medical records, thus ensuring the protection of patient data against cyber-attacks and data breaches, while guaranteeing fast and secure access to medical information by authorized personnel.

### Field of application 2: Mobile health monitoring application

A start-up develops a mobile application enabling users to track their health, set reminders to take medication, and share their health data with their doctor. By choosing an HDS-certified hosting provider, the start-up guarantees the protection of users' health data, and ensures that its application complies with current regulations.

### Field of application 3: Hosting of data transcribed into the various management software packages used by healthcare establishments

Like any business, healthcare establishments require the help of management software to ensure information and file sharing, collaboration between departments and staff, and administrative management, for example. Such software inevitably contains sensitive data, whether concerning patients or staff. It is therefore imperative that these programs host their data in an HDS-certified data center.

## WEDO: Secure administrative management software for healthcare establishments

WEDO is a secure cloud solution that enables healthcare professionals to collaborate easily. Thanks to its numerous data protection features and HDS-certified datacenter ([Exoscale](https://www.exoscale.com/compliance/hds/)), WEDO enables sensitive information to be processed, stored and communicated securely within its network. Here are just a few examples of how data can be processed using WEDO software:

**Processes and checklists**

WEDO's checklist templates unify internal processes:

- Checklists for welcoming residents
- Checklists for events
- Placement of residents in departments and cantons

**Rotating teams**

WEDO streamlines and centralizes communication between rotating teams:

- Task delegation
- Reading the activity feed to see what happened on the previous shift
- Important notifications during shift rotation
- Review of files

**Medical interviews**

WEDO keeps track of medical discussions and facilitates their retrieval:

- Bilateral interviews with patients
- Interviews with healthcare professionals
- Care meetings
- Any other sensitive meeting

**General administration and human resources**

Simple management for all the facility's professions:

- Unification of processes within the facility
- Comment system for tasks
- Easier transfer of knowledge and processes when changing employees within an administrative or care team.



Do you have questions about data security at your healthcare facility? Please [contact us](https://calendly.com/antoine-wedo/quickdemo-en).

Health data includes sensitive information about a person's state of health, treatments and medical history. HDS certification ensures that hosting providers implement rigorous security measures to protect this information.

Green illustration under the heading “Security” showing a large clipboard with checked checklist items, a test tube on the right, a big heart with an ECG line in the background, and three characters: one holding a shield labeled HDS above the clipboard, another standing to the left of the clipboard, and a doctor on the right holding a folder

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The importance of HDS certification in the healthcare sector

Today, there is more public interest in the activities of the financial industry than ever before. Data protection is essential to prevent cyberattacks that can lead to data breaches, financial losses, and reputational damage. The banking and financial industries must invest in robust data security measures: employee training, access controls, encryption, and regular assessments are essential to any effective strategy.

Last November, the business management software "Winbiz", was the victim of a virulent cyberattack leading to the temporary shutdown of the software. The software host was storing sensitive information.

The software used by organizations represents a significant risk. Today, cloud platforms are considered as irreplaceable allies of administrative professions: they help us manage human resources, track projects, share files and content, build a customer history, etc. However, each more sensitive than the last, this data must be subject to strict and robust measures to prevent cyber threats and to comply with regulatory requirements.

The advent of telecommuting in recent years reinforces the importance of data protection through the software employees use. Thus, the choice of software must be documented for a secure integration. The criteria to be taken into account during the selection are the following:


### Data hosting

#### Data storage location:

Some companies are surprised to learn that their data is stored in a third country. SaaS provider is free to host their data in any country they choose, regardless of where their headquarters are located. Knowing the hosting country is crucial to ensure that the country in question has strong, strict and transparent legal and political stability.

If the data is stored in a trustworthy country, ensuring that the provider does not practice "temporary data transfer" is also relevant. This phenomenon, more frequently used by global IT providers, implies that the data passes through foreign servers before being stored in Switzerland. It is, therefore, essential to verify that this transfer is legal and complies with GDPR standards.

#### Reliability of the hosting provider:

Certifications standardize the information security of web hosts. Among them, the most recognized certification is ISO/IEC 27001.


### Data protection certification

Companies that outsource their critical systems and processes need to ensure that vendors have strict, independent controls over data management. One such independent certification is SOC 2, issued by the American Institute of Certified Public Accountants (AICPA) and used by organizations in the software-as-a-service (SaaS) industry. It assures customers that the organization has designed and implemented adequate controls for security, availability, processing integrity, confidentiality, and privacy. This standard has existed in the United States for many years and has a worldwide equivalent in ISO 270001.

![soc certification.png](https://wedo-assets.sos-ch-gva-2.exo.io/Frame_7soc_certification_3fa9275dcb.png)

Switzerland is considered to be behind the US and the rest of Europe concerning SOC 2 reporting. The first significant moves towards certification were made by large companies subject to strict regulations, such as the financial sector. These companies require their service providers to comply with the SOC 2 standard and provide an annual report to meet internal and external requirements. *1

### Authentication and account access

Software of any kind is a critical source of information for an organization. Thus, access to the tool must be secure, so it is recommended to inquire about the availability of the following features:

- Availability of two-factor authentication
- Availability of SAML authentication, if relevant for the customer
- Possibility of managing rights in a personalized way within the tool, in order to only give access to information to the persons concerned.

### Encryption

If a company uses a web application, it must ensure that the app in question uses an HTTPS connection secured by SSL certificates to prevent espionage on the web and email correspondence. In addition to encryption in transit, data encryption at rest prevents a situation like the one experienced by WinBiz and its customers.

### WEDO: the secure solution for collaboration in the financial sector

Sensitive topics and privacy policies are at the heart of employees' daily tasks in the financial industry. From task management to the content of all kinds of meetings, such as team meetings, bilateral talks, customer/insurer meetings, and board meetings, the traceability of discussions is as crucial as their discretion.

The WEDO SaaS software, developed and hosted in Switzerland, is a collaborative platform designed to address security challenges in sensitive sectors. Thanks to its task manager and its customizable meeting module, the platform makes it possible to share files and centralize the information necessary for team collaboration while giving the possibility to configure the access rights of each user.


::button-secondary[Learn more about security]{link="/security"}


## They trusted WEDO to manage their internal collaboration:
![wedo-customer-board-of-directors.png](https://wedo-assets.sos-ch-gva-2.exo.io/wedo_customer_board_of_directors_d91a634e29.png)

::button-primary[Schedule a live demo]{link="/demo"}



::button-primary[Try WEDO for free]{link="/signup"}

[^2]: Source : [KPMG](https://kpmg.com/ch/de/blogs/home/posts/2021/01/soc-switzerland.html)

Today, there is more public interest in the activities of the financial industry than ever before. Data protection is essential to prevent cyberattacks that can lead to data breaches, financial losses, and reputational damage.

Green illustration under the heading “SECURITY” featuring a large shield with a lock at its center, surrounded by banknotes, stacks of coins, and a wallet, with two people interacting: one holding a coin overhead and the other sitting on the shield working on a laptop

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Collaborate securely in the financial sector

Trello

Asana

Decisions

Monday.com

eSéances

MS Teams

MS Planner

OneNote

Every day, we juggle a series of tasks, from answering emails and attending meetings all the way to cooking dinner or finally folding that pile of laundry staring us down for days. Task management is everywhere around us, whether we realize it or not. 

But here's the catch: managing tasks is more than checking boxes. It's making sure the right boxes are checked at the right time, by the right people.

For individuals, good task management can mean less stress and more time to spend on what matters most to them. For teams and organizations, it's the difference between controlled chaos and seamless collaboration. When done well, task management becomes a superpower, moving businesses toward growth and ensuring projects are delivered on time (and with fewer sleepless nights).

In this guide, we're going to explore strategies, tools, and best practices that turn task management into a fine-tuned system. Whether you're wrangling your own to-do list or leading a team toward big goals, this can be your roadmap to staying on top of your game. 

Let's get started!


The Ultimate Guide to Task Management: Strategies, Tools, and Best Practices

Most people don’t have a problem finding things to do. The real challenge is figuring out which tasks actually deserve their time and energy.

You might start the day planning to focus on something important, only to get pulled into last-minute requests, quick emails, or meetings that weren’t even on your radar. Before you know it, the day’s gone, and the work that mattered most is still untouched.

This is where the Eisenhower Matrix can help. Named after Dwight D. Eisenhower, former President of the United States, this classic method helps you sort your task list based on urgency and importance. His often-quoted insight sums it up nicely: “What is important is seldom urgent, and what is urgent is seldom important.”

In this article, we’ll walk through how the Eisenhower Method works, why it’s still one of the best tools for better time management, and how WEDO makes it easy to apply the matrix directly to your daily workflow.

## What Is the Eisenhower Matrix?

The Eisenhower Matrix, also known as the Eisenhower Method or the urgent important matrix, is a simple framework for sorting tasks based on two key questions:

- Is it urgent?
- Is it important?

The idea is to separate what truly matters from what just demands your attention in the moment. The matrix gives you a visual way to do that. It’s a 2x2 grid that helps you place every task into one of four categories:

- **Urgent and Important**: Do it now
- **Important but Not Urgent**: Schedule it
- **Urgent but Not Important**: Delegate it
- **Not Urgent and Not Important**: Eliminate it

![Eisenhower Matrix for Task Prioritization with four quadrants: 'Do Now,' 'Delegate,' 'Schedule for Later,' and 'Defer or Ignore,' representing task urgency and importance.](https://wedo-assets.sos-ch-gva-2.exo.io/blog_task_organisation_eisenhower_matrix_en_6371fef608.png)

While this method was inspired by a quote from Dwight D. Eisenhower, a five-star general and former President of the United States, Stephen Covey popularized it in his book The 7 Habits of Highly Effective People, and it’s stuck around for good reason; it works.

At its core, the task prioritization matrix is about clarity. It helps you focus on the right things, avoid distractions, and make smarter decisions about where your time goes.

## Why the Eisenhower Matrix Works

When you think about it, most task lists or tools treat every task as equally important. A deadline, a quick reply, and a strategic project all sit next to each other, and without a clear system, it’s easy to default to whatever feels most urgent. That’s how important work gets buried under a pile of quick wins and interruptions.

The Eisenhower Matrix works because it gives you a way to step back and evaluate tasks based on actual value, not just time pressure. It turns a long to-do list into something you can act on with more intention.

By separating urgent tasks from important tasks, you start to see how much of your time goes toward solving immediate problems versus making meaningful progress. This is especially helpful when your day fills up with time-sensitive work that isn’t actually important; things like inbox triage, unnecessary meetings, or chasing updates that could have been automated.

It’s also a great tool for managing time and energy. Not every task deserves your full attention. When you focus on the right things, especially the important but not urgent ones, you avoid the constant cycle of crisis mode and start creating more room for strategic work.

Over time, the matrix helps you shift away from reactive habits and toward a more proactive approach to time management. And once you start seeing where your time is going, you can make clearer decisions about how to adjust it.

## A Closer Look at the Four Quadrants

The power of the Eisenhower Matrix comes from how simple it is, and how honest it forces you to be about what actually needs your attention. Here’s how each quadrant works, and how to use them to make better decisions.

### Quadrant 1: Urgent and Important

These are the tasks that require immediate attention. Deadlines, crises, time-sensitive deliverables, anything that can’t wait and has clear consequences if ignored.

You want to **do these tasks right away**. That said, if your day is constantly spent in this quadrant, something’s off. You’re likely spending too little time in Quadrant 2, where the real long-term work happens.

Examples: submitting a report due today, resolving a critical bug, or responding to a client issue that affects delivery.

### Quadrant 2: Important but Not Urgent

This is where the real progress happens. These tasks don’t have a deadline breathing down your neck, but they’re directly tied to your goals. Strategic planning, relationship-building, learning, and long-term projects live here.

The challenge? These tasks are easy to postpone. They don’t shout for your attention. But they’re the ones that prevent future emergencies and create real impact over time.

You want to **schedule and protect time** for this quadrant.

Examples: preparing a new proposal, mentoring a team member, or building out a roadmap for next quarter.

### Quadrant 3: Urgent but Not Important

These are the tasks that feel pressing, but don’t really require your involvement. They’re often interruptions disguised as priorities, things that are urgent but not important in the bigger picture.

You want to **delegate or minimize** these when possible. Just because something is loud or time-sensitive doesn’t mean it’s worth your direct attention.

Examples: meeting requests that don’t need you, messages asking for info someone else has, or last-minute tasks that could be automated.

### Quadrant 4: Not Urgent and Not Important

These are distractions. They don’t contribute to your goals, and they’re not time-sensitive. That doesn’t mean you can never scroll social media or decompress, but these tasks shouldn't be mixed into your workday as if they belong there.

You want to **eliminate or heavily limit** these when you’re trying to get meaningful work done.

Examples: checking social media out of habit, clicking through irrelevant notifications, or spending time on tasks that exist mostly to look busy.

## Common Pitfalls When Using the Eisenhower Matrix

The Eisenhower Matrix looks simple, and it is. But like any prioritization tool, it only works if you use it consistently and honestly. A few small missteps can make the whole thing less effective, especially when you're juggling a lot or working across a team.

Here are some common mistakes to watch out for.

### 1. Mistaking urgency for importance

This is probably the most common issue. Urgency creates pressure. It makes something feel important, even when it’s not. That’s how you end up treating minor requests or last-minute asks as top priorities, while the work that actually matters keeps getting pushed back.

To avoid this, slow down for a second. Ask yourself: is this just time-sensitive, or is it truly impactful? If it’s not tied to a goal or outcome you care about, it might belong in Quadrant 3 — or not on your plate at all.

### 2. Letting other people’s priorities define yours

It’s easy to fill your day reacting to what others ask of you, especially if you’re working in a collaborative environment. But not every task that feels urgent to someone else needs to land in your Quadrant 1.

A shared sense of urgency doesn’t always equal shared importance. If the task isn’t aligned with your own role or responsibilities, look for ways to delegate, redirect, or push back politely.

### 3. Ignoring Quadrant 2

This is the quadrant most people struggle with, not because it’s hard, but because it’s quiet. Important but not urgent tasks are easy to postpone because they don’t feel immediate. But they’re the ones that drive long-term progress.

If you’re constantly overloaded with urgent tasks, chances are you haven’t spent enough time in Quadrant 2. Things like planning, learning, relationship-building, or preventive work get ignored, and then eventually show up in Quadrant 1 as a fire drill.

Protect time for these tasks before everything else crowds them out.

### 4. Using the matrix as a one-time exercise

The matrix isn’t just something you use once and forget. Priorities shift. New work appears. What was “important but not urgent” two days ago might now be both.

That’s why it helps to revisit your matrix regularly, even just a quick weekly review. If you’re using a task management tool, update priorities as part of your ongoing workflow instead of relying on memory or guesswork.

### 5. Automating everything but still ignoring priorities

Even in teams using automation or productivity tools, prioritization still matters. Just because a task shows up in your system doesn’t mean it’s worth doing right now, or at all. Automation saves time, but it doesn’t replace judgment.

The matrix helps you apply that judgment more consistently.

## Using the Eisenhower Matrix in WEDO

The Eisenhower Matrix is something you can actively use in WEDO to organize and prioritize your work with less friction. Instead of juggling tasks in your head or relying on manual labels in spreadsheets, WEDO makes it easy to sort, update, and manage your priorities directly inside your workspace.

Here’s how it works.

### Prioritize any task using built-in matrix labels

Every task in WEDO can be tagged using the matrix logic:

- Urgent and Important
- Important but Not Urgent
- Urgent but Not Important
- Not Urgent and Not Important

To assign a priority, just click on the task to open the detail pane, or use the small icon to the right of the task if a priority has already been set. This makes it easy to identify what needs your attention and what can wait, or be removed entirely.

![Diagram of the Eisenhower Matrix with four colored quadrants to distinguish urgency and importance.](https://wedo-assets.sos-ch-gva-2.exo.io/EN_1_69e86183ea.png)

### Batch prioritize tasks with the Organize tool

When you’ve got a long list of tasks to sort through, WEDO helps you move faster. Just click the three vertical dots in the top right, select Organize, then choose Prioritize. From there, you can quickly move through your list and apply the correct priority to each task.

![Example of using the matrix in WEDO with integrated priority tags.](https://wedo-assets.sos-ch-gva-2.exo.io/EN_2_52cc598424.png)

This is especially useful when setting up a new project or reviewing overdue tasks that may need to be reclassified.

### Use the magic wand for quick section-level prioritization

Inside your personal or shared spaces, you’ll see a magic wand icon at the end of each time section (like Today, Tomorrow, or Coming). This lets you jump straight into a prioritization view for that section — no need to open each task one by one.

![View of the WEDO interface using the organize tool to batch prioritize tasks.](https://wedo-assets.sos-ch-gva-2.exo.io/EN_3_a187e93c52.png)

It’s a small detail, but it makes keeping your priorities updated a lot more realistic on a fast-moving day.

### Make the matrix part of your daily routine

Because WEDO keeps everything visible and up to date across your workspace, it’s easier to build regular prioritization into your workflow. You don’t need a separate tool or template to use the Eisenhower Matrix, it’s built into how you already manage your tasks.

The result? Less time spent deciding what to do next, and more confidence that your time is going toward the right things.

**Ready to put the matrix into action?**

[Start your free trial today](https://wedo.com/signup) and see how easy it is to sort tasks, stay focused, and take control of your day.

Learn how to use the Eisenhower Matrix to prioritize tasks, manage time better, and stay focused with built-in tools from WEDO.

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The Eisenhower Matrix: How to Prioritize Tasks with This Classic Method

Most teams aren’t missing deadlines because they’re not working hard. In fact, it’s usually the opposite, everyone’s busy, tasks are moving, and there’s a lot of activity. But somehow, the project still falls behind.

Often, it’s not a work ethic problem. It’s a visibility problem.

When you don’t have a clear system for tracking what’s being worked on, who’s responsible, and how things are progressing, even the most important tasks can slip through the cracks. That’s where solid project tracking comes in. It’s what connects your team’s effort to actual outcomes and keeps deadlines from becoming a moving target.

In this article, we’ll break down what effective project tracking really looks like, why so many teams get it wrong, and how [WEDO](https://wedo.com/features) helps you stay ahead of deadlines without losing control of your workflow.

## What Is Project Tracking, Really?

Project tracking means knowing what’s happening with your work: what’s done, what’s in motion, and what’s at risk of falling behind. It gives you a structured way to follow progress, spot issues early, and keep everything moving in the right direction.

At its core, project tracking helps you connect the dots across tasks, people, and timelines. It lets you see:

- Which tasks are completed
- What’s still in progress
- Who’s responsible for what
- Whether your team is on pace to meet upcoming deadlines

A long task list might look impressive, but without tracking, it’s just a collection of items with no clear path forward. You need to see more than just what needs to be done. You need to know how that work is unfolding across your team.

Project tracking gives structure to your task management process. It prevents important tasks from getting buried, ensures team members are aligned, and makes it easier to complete actual tasks rather than just check boxes.

Done well, project tracking creates transparency. Everyone knows what they’re working on, what’s coming next, and how it contributes to a shared outcome.

## Why Deadlines Get Missed (Even When Everyone’s Busy)

You’ve probably seen it before. A project kicks off with energy, tasks start moving, and updates are flying. But as the days go by, things start to slip. A few tasks go quiet. A handoff gets delayed. And then, out of nowhere, the deadline passes, and the project isn’t done.

This doesn’t usually happen because people aren’t working. It happens because no one has a clear view of what’s happening when.

Here are a few common reasons deadlines get missed:

![Infographic titled “Why Projects Miss Deadlines – Even When Everyone’s Working”. On the left: four reasons for delays (no clear task ownership, constant priority changes, scattered task lists, no real-time visibility). On the right: suggested solutions.](https://wedo-assets.sos-ch-gva-2.exo.io/why_projects_miss_deadlines_en_d8ced546ac.png)

### 1. Task ownership is unclear

One of the fastest ways for work to stall is when it’s not clear who owns what. If a task is assigned to a group or left unassigned, no one feels fully responsible for it. It sits in the system, waiting.

Clear ownership is the foundation of successful task completion. Every task should have a specific team member accountable for moving it forward, not “the team” not “someone,” but a name. This avoids confusion, reduces follow-ups, and helps everyone stay focused.

### 2. Priorities keep shifting

Projects evolve, and that’s normal. But when priorities are constantly changing and there’s no way to clearly prioritize tasks, teams end up reacting instead of planning. Something important gets pushed aside for something louder, not necessarily more urgent.

Without a shared understanding of what matters most, even important tasks can get overlooked. That’s why [consistent prioritization](https://wedo.com/blog/guide-to-managing-and-prioritizing-your-daily-tasks), ideally visible to everyone, helps keep focus where it belongs.

### 3. The task list is scattered

When tasks are split across email threads, sticky notes, documents, and separate apps, it’s nearly impossible to track what’s really happening. Things fall through the cracks because no one can see the full picture.

Centralizing your task list in one place is critical for effective project tracking. It makes it easier to review progress, reassign work, and prevent overlap, especially when multiple people are involved.

### 4. Progress is hard to track

You might have [tasks with deadlines](https://wedo.com/blog/how-to-stay-on-top-of-task-deadlines-and-due-dates), but unless you’re tracking progress in real time, it’s hard to know if you’re actually on schedule. And by the time someone notices a task is behind, the deadline’s already blown.

That’s where active [task management](https://wedo.com/blog/how-to-choose-the-right-task-management-tool-for-your-team) comes in, not just assigning work, but keeping a live view of how things are progressing. You don’t need hourly updates, but you do need enough visibility to step in before things get off track.

## How to Build a Project Tracking System That Works — with Help from WEDO

Project tracking works best when it’s part of how your team already operates, not something you try to bolt on after the fact. When your tools support the way your team thinks, plans, and communicates, staying on top of projects becomes a whole lot easier.

Here’s a step-by-step approach to building that kind of system, with a look at how [WEDO](https://wedo.com/features) helps you make it happen.

### Step 1: Centralize your task list

If your team is juggling notes in one tool, tasks in another, and updates in a third, something’s going to fall through the cracks. A shared, structured task list keeps everyone looking in the same direction.

**How WEDO helps:**

![View of a WEDO meeting topic showing a description, task list, and suggestions to improve a Google Ads campaign, with icons for time management and checklists](https://wedo-assets.sos-ch-gva-2.exo.io/screen_meeting_topic_en_9f74d74519.png)

WEDO brings your entire task list into one place, organized by workspace, project, or meeting. You can create tasks during planning sessions or live meetings and attach them directly to the conversation they came from. No scattered action items. No digging through emails. Just one source of truth your whole team can work from.

### Step 2: Assign every task to a specific team member

When a task doesn’t have a name next to it, it usually doesn’t move. Clear ownership prevents the “I thought someone else was on it” problem.

**How WEDO helps:**

Every task in WEDO has a clearly assigned team member, visible to everyone. You can set due dates, add instructions and attachments, and loop others into the task when needed. As updates are made, assignees get notified in real time, so there is no need to check in manually or guess where things stand.

### Step 3: Prioritize with intention

Without prioritization, everything starts to feel urgent and your team ends up reacting instead of focusing. A strong tracking system keeps the real priorities front and center.

**How WEDO helps:**

WEDO lets you prioritize tasks using customizable tags or sort tasks into the Eisenhower Matrix to separate important tasks from the noise. You can filter your view to focus only on top-priority items so your team isn’t wasting time on low-impact work.

### Step 4: Track progress before it becomes a problem

A task that’s late isn’t the problem; it’s the symptom. The earlier you catch slowdowns, the easier it is to fix them.

**How WEDO helps:**

With WEDO, you can see progress in real time. Overdue tasks automatically rise to the top of your workspace’s open task list, so nothing urgent gets buried. You can also view tasks by deadline and keep track of what’s moving, stalled, or done, all without waiting for a meeting or manual report. That makes it easier to catch bottlenecks before they become missed deadlines.

### Step 5: Use visual timelines to stay ahead of schedule shifts

Sometimes even with strong task tracking, timelines shift, a blocker delays one task, and suddenly everything downstream is affected. That’s where a visual planning tool like a Gantt chart can make a difference.

**How WEDO helps:**

![Screenshot of WEDO’s Gantt view showing a task hierarchy with durations and coloured bars tracking progress across quarters](https://wedo-assets.sos-ch-gva-2.exo.io/screen_task_and_checklists_gantt_view_en_8061ab942b.png)

WEDO includes a built-in Gantt chart that gives you a real-time visual of your entire project timeline. You can [map task dependencies](https://wedo.com/features/tasks), track progress, and spot delays before they affect delivery.

You also get control over how date changes ripple through your plan, thanks to [three smart buffer options](https://wedo.com/features/project-management):

- **Maintain Buffer:** Keeps the gap between dependent tasks consistent
- **Consume Buffer:** Uses the built-in gap only when needed to absorb delays
- **Disable Automatic Shifting:** Lets you adjust one task without moving others

It’s a fast, flexible way to keep projects on track and your deadlines intact, even when plans evolve.

### Step 6: Keep updates where the work happens

If your team has to hunt down context in a Slack thread or email chain, momentum slows. Communication should be part of the work, not something that happens on the side.

**How WEDO helps:**

In WEDO, every task includes space for comments, notes, and file attachments. That means the full history of a task, from the original ask to the final outcome, stays in one place. It’s easier to ask follow-up questions, give feedback, or hand off work when everything is already there.

### Step 7: Make project tracking part of your weekly rhythm

It’s not enough to set things up once and hope for the best. Project tracking only works when it becomes a habit, something your team checks, updates, and trusts.

**How WEDO helps:**

WEDO makes that habit easier to stick to. You can review tasks from your own dashboard, filter by what’s due soon, or scan your workspace to see how things are moving. During weekly meetings, you can review projects live, update statuses as you talk, and create new tasks without switching tools.

When each of these steps becomes part of your everyday workflow and your tools are designed to support them, project tracking stops being an extra task and becomes the engine that drives your team forward.

## Conclusion

The most successful teams aren’t just organized; they’re aligned. They know what needs to be done, who’s doing it, and what’s getting in the way.

That level of clarity comes from having a system that supports real project tracking, making it easier to manage tasks, prioritize work, and adapt when things change.

[WEDO](https://wedo.com/features) gives your team that system. It connects the dots between planning and progress so you can deliver on time without the usual chaos.

Ready to stay on top of every task, project, and deadline? Start your [WEDO free trial today](https://wedo.com/signup).

Discover how to improve project tracking, manage tasks effectively, and meet deadlines with ease using WEDO’s collaborative work platform.

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Master Project Tracking Without Missing Deadlines

In the fast-paced world of administrative management, executive assistants play a crucial role. The Swiss army knives of any organization juggle many tasks and deadlines while supervising those of others. Faced with these challenges, they often find themselves overwhelmed by routine, repetitive responsibilities. We immersed ourselves in the daily lives of 6 executive assistants who use the WEDO platform to understand the workings of their organization, the challenges they face, and the tools they have put in place to facilitate their management.

According to our study, the most time-consuming tasks for executive assistants revolve mainly around administrative functions. These activities, while necessary, tend to monopolize a significant proportion of their working time, preventing them from concentrating fully on more crucial aspects of their role, such as operational and strategic development.

Among the most time-consuming tasks in their job descriptions, the executive assistants surveyed identify the following:

**1. Meeting preparation:** preparing agendas and presentation documents, taking and sharing minutes, following up on decisions and tasks delegated at meetings,

**2. Diary management and meeting organization:** planning and coordination of appointments, team meetings, and conferences, taking care to avoid scheduling conflicts,
**3. Document preparation and management:** drafting, proofreading, and organizing important documents such as reports, presentations, correspondence and contracts,

**4. Project coordination:** managing and following up on specific projects, liaising between different departments, and meeting deadlines.

Internal and external communications, administrative support, and human resources management closely follow those.

## How to lighten the administrative load for an executive assistant?

When asked what tools were used to monitor collaboration before WEDO was integrated, the most common programs were Outlook, Word (for taking minutes), and Excel. However, these tools had significant limitations. Respondents reported difficulties related to the cross-functionality of information between different team members. For example, these tools were not conducive to **active, real-time collaboration when taking PVs**, making this task often cumbersome and time-consuming, and necessitating numerous round-trips. The systematic use of e-mail to distribute these documents wasted considerable time without guaranteeing effective communication.

Furthermore, the limited nature of these tools prevented efficient tracking of tasks and projects. Users faced significant challenges maintaining a clear, up-to-date overview of projects. In short, although these tools are widespread and familiar, their use in team collaboration and project management needs to be improved.

This situation underlines the importance of cross-functional tools and solutions to lighten the administrative workload. With the implementation of WEDO, the executive assistants surveyed were able to optimize their administrative processes.

### 1. Meeting preparation and management

![computerized agenda for real-time note-taking](https://wedo-assets.sos-ch-gva-2.exo.io/reunion_ENEN_aad2ef7f0e.png)

One of the most time-consuming aspects of the job is the preparation of meetings. With WEDO, executive assistants benefit from automated management and considerable time savings in preparation and follow-up. The platform enables uniform management of minutes, clear distribution of post-meeting tasks, and automatic tracking of topics from one session to the next. Users report an average time saving of 55% for these tasks.

![save time spent on meetings](https://wedo-assets.sos-ch-gva-2.exo.io/55_ENEN_83c8604c19.png)

WEDO's meeting module lets you integrate blocks of paragraphs, tasks, file attachments, personal notes, votes and signatures, among others.

![testimonial Regula Oberdorfer](https://wedo-assets.sos-ch-gva-2.exo.io/Regula_Oberdorfer_ENEN_1a54d3c30f.png)

### 2. Project management and task tracking

![efficient task management](https://wedo-assets.sos-ch-gva-2.exo.io/tasks_ENEN_be99588a59.png)

Project management and tracking represent another major challenge. WEDO simplifies this task by offering clear delegation possibilities, the creation of checklist templates to standardize processes, and real-time task tracking. This leads to better prioritization and more efficient day-to-day management.

![testimonials Aline Volery and Nicole Thalmann](https://wedo-assets.sos-ch-gva-2.exo.io/testimonials_Aline_et_Nicole_ENEN_11a8dc6cff.png)

### Use case: facilitating HR processes and the transmission of specifications

When executive assistants are involved in HR processes, the integration of WEDO proves to be a major asset. The platform makes it possible to standardize on-boarding and off-boarding procedures by means of specific checklists. These checklists, drawn up for each stage of the process, automatically assign the relevant tasks to the team members concerned. This method ensures structured, efficient management of personnel transitions, eliminating the operational uncertainties often associated with the question "What steps should I take?".

By simplifying these processes, WEDO not only eases the workload for HR managers, but also contributes to a clear, documented handover of tasks and knowledge from one employee to the next.

![simplified hr processes](https://wedo-assets.sos-ch-gva-2.exo.io/Modeles_checklists_ENEN_fdf58af70f.png)

One of the decisive advantages of WEDO, highlighted by our management assistants, is the ease with which recruitment interviews can be documented in real time. Each exchange can be recorded directly in a standardized (and customized if required) agenda, enabling these interactions to be saved methodically and instantaneously.

### 4. Transmission of information

WEDO lets you link documents to tasks or meetings, ensuring that all the necessary information is in the right place. Global search makes it easy to retrieve documents, and to find a specific file based on a keyword found in the PDF file.

In terms of communication, WEDO users particularly appreciate the immediate visibility of entries and the ability to restrict access to certain information.

![Alexandra Locher](https://wedo-assets.sos-ch-gva-2.exo.io/Alexandra_locher_ENEN_e53527e95c.png)

**We asked our users to rate the platform on a scale of 1 to 10, to qualify the positive impact WEDO has on their daily tasks.**

![Best collaborative software for executive assistant productivity and organizations](https://wedo-assets.sos-ch-gva-2.exo.io/preparation_reunion_note_ENEN_1_d92c7629a1.png)

![Alicia Aubert](https://wedo-assets.sos-ch-gva-2.exo.io/Alicia_Aubert_ENEN_5d3644b8f7.png)

Executive assistants can greatly ease their workload by equipping themselves with a collaborative platform. Do you have any questions or doubts about WEDO's compatibility with your needs? We'll be happy to give you a short 30-minute demonstration.

::button-primary[Try WEDO for free]{link="/signup"}

::button-primary[Schedule a live demo]{link="/demo"}

In the fast-paced world of administrative management, executive assistants play a crucial role. The Swiss army knives of any organization juggle many tasks and deadlines while supervising those of others

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Making daily life easier for executive assistants

Held once a month, quarter, or half-year, as required, these privileged meetings provide a confidential and open communication space, encouraging in-depth discussion of individual and collective objectives. They create a valuable opportunity to discuss each employee's specific challenges and needs, fostering better mutual understanding. Moreover, these meetings provide a framework for recognizing individual achievements and contributions, reinforcing a sense of accomplishment and belonging to the team. Thanks to these personalized exchanges, bilateral meetings contribute to more effective personnel management, more focused professional growth, and solid, fulfilling working relationships.

## Key topics for a bilateral meeting

During a bilateral meeting between a team leader and an employee, several key topics must be addressed to ensure effective communication and optimal management. Here are some of these topics:

### 1. Ongoing assessment
Discuss objectives for the current period and assess progress and results achieved. Identify successes and areas requiring further attention.

### 2. Professional Development
Explore opportunities for employee development, training, and professional growth. Identify skills to be strengthened and possible progression paths.

### 3. Feedback
Exchange constructive feedback on work performed, highlighting strengths and addressing areas for improvement. Encourage open dialogue to stimulate continuous learning.

### 4. Needs and Challenges
Allow employees to express their needs regarding resources, assistance, or support to accomplish their tasks. Discuss possible obstacles and find solutions together.

### 5. Work-Life Balance
Address workload-related issues, stress levels, and work-life balance. Identify measures to support employee well-being.

### 6. Projects and Initiatives
Discuss future projects, new initiatives, and potential employee contributions. Encourage active participation and creativity.

### 7. Management feedback
Offer employees the opportunity to share their feelings about management, work methods, and team communication. Foster an environment of trust and continuous improvement.

### 8. Focus on Vision
Ensure that the employee understands and adheres to the team or company's overall vision, values, and goals.

### 9. Resources and Support
Identify the resources required for the associate's success and ensure that he/she has the proper support to carry out his/her tasks.

### 10. Long-Term Planning
Examine longer-term perspectives and discuss the employee's career aspirations and how these align with team or organizational goals.

_"Enabling discussions in bilateral meetings, in a more intimate way and with a long-term vision, brings a notable benefit to the employee's career in the company. It makes them feel valued, heard and recognized above all. Setting clear, long-term objectives is a real motivator for them."_

**Marie Rudaz-Jaeggi**, *[AmbitionSuccess.ch](http://ambitionsuccess.ch/)* - MORGES

Team leaders and employees can establish fruitful collaboration, foster professional development, and maintain a positive working climate by addressing these topics regularly and in-depth at bilateral meetings.

## Use WEDO to keep track of your bilateral meetings!

![1_1 ENFR.png](https://wedo-assets.sos-ch-gva-2.exo.io/1_1_ENFR_78b8a89537.png)

With WEDO, you can prepare your agenda jointly with your manager or colleague. In this way, each participant can prepare the questions or topics to be addressed.

Generally speaking, the agenda items for a bilateral meeting are recurrent. WEDO enables you to set the topics so that they recur from one time to the next to ensure that discussions are followed up and that objectives evolve.

Once completed, the minutes are locked and remain available to both participants for consultation.

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During a bilateral meeting between a team leader and an employee, several key topics must be addressed to ensure effective communication and optimal management.

A smiling person listening to their counterpart in a one-on-one meeting, overlaid with the text “Topics for a one-on-one meeting” and “Use case”