At a time when the pyramidal management system inspired by Taylor and Ford is perceived as rigid and culturally obsolete, new forms of work organization are gradually emerging.¹ Self-management models are an important part of these new organizational structures.

Self-management models are an important part of these new organizational structures. To understand why organizations are adopting these self-management models, we need to understand what managers want most from their organizations: reliability and adaptability. All organizations want to achieve, to some extent, both reliability and adaptability. But one usually overshadows the other. Indeed, too much reliability creates rigidity and can make companies insensitive to changing markets. Conversely, if companies place too much emphasis on adaptability, they risk becoming dispersed and losing sight of their raison d'être. In an attempt to reconcile reliability and adaptability, holacracy, the best-known and most widely practiced model of self-management, helps to achieve this balance.²

## But what is holacracy?

According to Bernard Marie Chiquet, founder of IGI Partners (the company that imports holacracy to Europe from the USA), holacracy is a practice that promotes responsibility and cooperation in the service of the company's raison d'être. In this practice, there is no longer a manager as such, but everyone is invited to manage themselves, and is expected to demonstrate leadership. This is not to say that there is no structure. Holacracy refers to a “holarchic structure”. Here's a diagram illustrating how this structure works:

![Graphic depicting the circle structure and roles in Holacracy, showing how autonomous teams and interconnected roles operate without traditional hierarchy.](https://wedo-assets.sos-ch-gva-2.exo.io/Holacratiezero_waste_1_a93adb54f3.jpg)

### The super circle
Also known as the company's general circle, it represents
the company as a whole. In particular, it is made up of the 1ᵉʳ and 2ᵉ link of
each sub-circle.

### The sub-circle
The sub-circle represents autonomous teams where each person has a role and
working towards the same goal. Sub-circles are formed or dissolved according to
needs of the organization.

### Role
The role is a set of responsibilities within the organization. Roles can be
can be created, modified or cancelled. People usually have more than one role
in several circles. There are operational roles and structural
structural roles. The various structural roles, which are less concerned with operational tasks, must guarantee the smooth running of the team (= sub
circle), both within it and within the organization. The two main roles are
structural roles:
    - **1ᵉʳ link:** in each sub-circle, one person takes on the role of coach, similar to the leader or manager in a pyramid system. This person's responsibilities include assigning roles, managing finances and priorities, coaching team members, and maintaining a good atmosphere. These tasks take up around 10% of his or her time, the rest being devoted to other roles depending on his or her skills.
    - **2ᵉ link:** is responsible for escalating a tension from a sub-circle to the super
    circle if it exceeds the authority of the sub-circle in question.

Also, in order to be better organized and more efficient than in a so-called classical structure, the “holarchic structure” relies on three [types of meetings](https://wedo.com/features/meetings) :

- **Strategic meetings** to define the company's direction.
- **Governance meetings**, the purpose of which is to work on the organization without addressing operational issues.
- **Tactical Meetings**, whose purpose is to work within the organization, i.e. on concrete (operational) subjects to be developed.

During these sessions, strict order, rules and roles must be respected. Each participant is invited to speak in turn and submit ideas or tensions. The aim is to find solutions collectively, and to help the organization evolve thanks to everyone's involvement.

### Holacracy: a change of cultural paradigm

Adopting holacracy is more than just an organizational transformation; it's also a profound change in corporate culture. One of the main challenges for companies is to abandon the culture of hierarchy and control, deeply rooted in traditional systems. Employees, accustomed to rigid structures with clear chains of command, must learn to operate autonomously and embrace individual responsibility.

![Graph comparing Holacracy and the traditional pyramidal system, highlighting structural differences and organizational impact.](https://wedo-assets.sos-ch-gva-2.exo.io/blog_task_organisation_4_steps_1_0db00fe11e.png)

This requires not only a new way of thinking, but also a new way of working together. In a holarchical structure, employees must take on a certain form of individual leadership, while collaborating more closely with their colleagues. Collaborative decision-making, which is at the heart of holacracy, may take longer and require more patience than in a pyramidal model. However, this approach improves transparency, individual responsibility and alignment within teams. Each employee is encouraged to take the initiative and become more involved in decision-making processes. This creates an environment where autonomy is not only encouraged, but valued. Holacracy also encourages more open and regular communication between team members, reducing information silos and strengthening team spirit.

Another key aspect is that companies must be prepared to reinvent their reward and recognition systems. In a holacratic organization, traditional promotions are no longer relevant, as there are no hierarchical levels to climb. This overturns the traditional model of career progression. Employees need to be motivated by other forms of recognition, such as broader responsibilities, the opportunity to contribute to a variety of projects, or regular feedback mechanisms. For this system to work well, employees must also have a clear vision of their objectives and understand how their work contributes to the organization's raison d'être.

## The limits of holacracy

Although holacracy has been adopted by many companies, some, such as Amazon subsidiary Zappos, have either abandoned it or never embraced it. Indeed, this structure also has its limitations, such as rigid meeting rules, restrictions on freedom of expression, and questionable effectiveness. These various points influenced Zappos' decision to retract.⁴

Regarding roles, the Zappos example shows that an employee has around 7.4 roles for an average of 3.47 responsibilities per role. That's a total of more than 25 responsibilities per employee. This multiplicity of roles complicates the organization of work, recruitment, and the definition of salaries, as it becomes difficult to assess a fair wage. In fact, as the employees compile the various roles, establishing a salary in relation to what is being done on the market becomes virtually impossible.

Another delicate point in adopting holacracy is the need for greater discipline. In a model where individuals have greater autonomy and responsibility, it can be easy for some to lose sight of the company's priorities. What's more, not all personalities adapt easily to this level of self-management. Some employees may experience increased stress when faced with the need to take on more initiative and responsibility without traditional supervision. It can also create a lack of clarity in task allocation, especially in larger or more complex organizations, where communication and coordination are essential.

Despite its image as an innovative management system, holacracy is not suitable for all businesses. It can take years to adopt, and many employees may have to leave. For large companies, partial adoption is recommended. On the other hand, for start-ups and SMEs with a high level of organizational adaptability and a relatively small size, holacracy appears to be an appropriate solution. In fact, many of them are early adopters.⁵

## Holacracy and conflict management

Managing tensions is a key element in a holarchic organization. Tensions, according to holacracy, are defined as gaps between the organization's current state and what an ideal situation might be. These tensions are often seen as opportunities for improvement. However, managing tensions can sometimes become a source of frustration. If they are not dealt with quickly or effectively, they can lead to conflict between team members.

The role of the facilitator is therefore crucial in ensuring that tensions are resolved constructively. In a traditional structure, conflicts are often managed top-down, with a manager or supervisor playing the role of arbiter. In holacracy, conflict resolution is more horizontal, with teams often having to find their own solutions to problems that arise. This requires a high level of maturity and communication skills on the part of team members. For this to work, the organization needs to put in place well-defined conflict resolution processes and clear frameworks for escalating tensions.

## The long-term benefits of holacracy

Despite the challenges it presents, holacracy offers many potential long-term benefits. By adopting a more flexible governance model, companies can improve their resilience in the face of market changes. Increased team autonomy encourages innovation, as ideas can emerge more quickly and be implemented without going through a long validation chain. This enhanced responsiveness is essential in sectors where change is rapid and adaptability is a key success factor.

One of the main advantages of holacracy is that it encourages better use of employees' skills. Indeed, employees are no longer restricted to a single defined role or position; they can contribute to different projects and circles according to their talents and interests. This also prevents certain talents from going untapped, or valuable skills from being under-utilized. This approach can lead to greater job satisfaction and higher talent retention, as employees feel they have greater freedom to develop their skills and broaden their scope within the organization.¹⁰

Finally, holacracy enables greater organizational agility. Companies that adopt this model are often more responsive to market changes, as they are not held back by rigid structures. Decisions are taken faster and closer to the operational teams, enabling strategies to be adjusted in real time. This flexibility can be a major competitive advantage, especially in dynamic markets where the ability to react quickly to change is crucial.

![Graph illustrating the benefits of Holacracy, emphasizing adaptability, autonomy, and team alignment.](https://wedo-assets.sos-ch-gva-2.exo.io/blog_task_organisation_4_steps_4_a7aac4fe0f.png)

## Holacracy and innovation: a winning synergy

One of the great strengths of holacracy lies in its ability to foster innovation. By removing hierarchical barriers, employees feel freer to put forward new ideas, even if they're off the beaten track. This ability to generate new ideas is essential in a world where markets evolve rapidly and companies must constantly reinvent themselves. Holacracy also encourages calculated risk-taking, as each circle can experiment on a small scale without fear of serious consequences for the organization as a whole.

What's more, holacracy enables ideas to be tested more quickly. Each circle can make decisions independently and implement prototypes or pilot projects without waiting for approval from top management. This reduces time-to-market and keeps the company competitive. This is particularly beneficial for startups or fast-growing companies, where the ability to innovate and adapt quickly is crucial to survival and prosperity.

Holacracy also encourages a diversity of viewpoints, allowing everyone, whatever their role or status, to contribute to collective thinking. This diversity is a powerful driver of innovation, as it enables a variety of ideas to be brought together and more creative solutions to the challenges facing the company to be explored. It also helps to break down the tendency towards one-track thinking, by encouraging the inclusion of voices from all levels and giving everyone the opportunity to play an active part in creating value for the company.

In conclusion, holacracy is an innovative management model that challenges conventional structures. However, its application raises challenges, particularly in the complex management of roles and organization. Adapted to agile companies such as [start-ups and certain SMEs](https://wedo.com/industries/sme), it is not a universal solution, especially for large structures. Each company must therefore carefully assess its specific needs before adopting holacracy, preparing appropriate adjustments for a successful transition.

Would you like to test holacracy in your company? WEDO can help you with our comprehensive governance module dedicated to this management system. To find out more, ask one of our specialists for a free demo.


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

### Governance with WEDO

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

**References**

1. GROSJEAN, VINCENT, LEÏCHLÉ, JACQUES and THÉVENY, LAURENT, 2016. New forms of work organization: opportunities or illusions? . 2016. Vol. 245, pp. 6-9.
2. BERNSTEIN, Ethan, BUNCH, John, CANNER, Niko and LEE, Michael, 2016. Beyond the Holacracy Hype. Harvard Business Review. August 2016. pp. 38-49.
3. CHIQUET, Bernard Marie and APPERT, Étienne, 2013. A new managerial technology, holacracy. Goussonville : IGI partners. ISBN 978-2-9545641-1-1. 658.002 22
4. CASTILLO, Amanda, 2018. Holacratie, l'utopie qui se passe de chef. Le Temps [online]. October 5, 2018. [Accessed April 17, 2022]. Available from: https://www.letemps.ch/economie/holacratie-lutopie-se-passe-chef
5. BERNSTEIN, Ethan, BUNCH, John, CANNER, Niko and LEE, Michael, 2016. Beyond the Holacracy Hype. Harvard Business Review. August 2016. pp. 38-49.

Holacracy reshapes organizations by balancing reliability and adaptability, contrasting with traditional pyramidal systems. Discover its benefits and challenges in this article.

Image of people collaborating in a workspace inspired by Holacracy, where each person contributes autonomously and harmoniously toward shared goals.

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Holacracy: managerial revolution or organizational challenge?

## Dive into the world of WEDO with SEBconnect!

In this video, Sébastien Bouvier, a recognised specialist in productivity tools, introduces you to WEDO, an innovative platform for collaborative project management. After an in-depth evaluation, Sébastien highlights the many features of WEDO that are revolutionising teamwork. Explore how this tool can not only optimise your organisation, but also enhance the synergy and effectiveness of your collective projects.

_Video available in French_

::youtube-video{#EiX8mpsJr0k}



In this video, Sébastien Bouvier, a recognised specialist in productivity tools, introduces you to WEDO, an innovative platform for collaborative project management. 

Sebastien Bouvier tests WEDO on his SebConnect channel

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Sebastien Bouvier reviews WEDO

Brainstorming sessions are often the crucible of creativity, innovative ideas and free expression. Whether around a meeting table or online, these dynamic meetings can take meandering paths, exploring an impressive array of ideas often represented by multicolored sticky notes or diagrams drawn on a whiteboard. However, in the midst of all this excitement, it's essential not to lose sight of the original objective: to generate ideas, productive discussions and, above all, informed decisions.

This is where the need to synthesize and record all those ideas comes in the nightmare of every brainstorming report writer. In this article, we'll explore the art of writing a brainstorming report, a document that captures the outcomes of these dynamic meetings. We'll look at how to turn the constructive chaos of brainstorming into a simple, clear and actionable written report for the future.

### Step 1: Preparing for the meeting

**1. Prepare in advance:** 
Familiarize yourself with the subject of the brainstorming session and make sure you have the tools you need to take notes. For greater speed and flexibility, consider using brainstorming tools for writing like WEDO.

**2. Prepare the brainstorming agenda:** 
At this stage, the agenda will mention only the general points on which the group should reflect and come up with innovative or creative ideas. These concepts should be kept broad, to leave the door wide open for creativity. In WEDO, these broad concepts are referred to as sections, which will then be broken down by participants' ideas into themes. This pre-defined agenda provides a framework for brainstorming.

**3. Identify roles**: 
If possible, appoint a moderator and a scribe. The moderator, often standing, facilitates discussion, illustrates and notes ideas on a board or sticky notes, and encourages participants to express themselves. The scribe transcribes and synthesizes the information into a report. When visual brainstorming, the script may need to regularly take photos of the discussion board to make sure no information is missed.

### Step 2: Note-taking during the brainstorming session

**1. List ideas:** 
Create a structured list of all the ideas generated during the meeting. WEDO lets you list each idea in themes for a clear structure. Take note of all ideas, even those that seem far-fetched or off-topic. Use key words, short phrases, photos or diagrams to record information quickly. 
    
![animer un brainstorming](https://wedo-assets.sos-ch-gva-2.exo.io/Brainstorming_Od_J_EN_f618169554.png)
    

**2. Record key discussions:** 
Take note of participants' points of view, debates and important discussions. This will help give context to the ideas generated.

**3. Encourage brainstorming decision making :** Whenever a decision is made, be sure to record it in your report, along with the reasons for it. With WEDO, you can formalize decision-making with the voting module, enabling you to come to a decision transparently and fairly.

![brainstorming output with the voting feature](https://wedo-assets.sos-ch-gva-2.exo.io/Brainstorming_Od_J_EN_1_1_5fea3e77db.png)

### **Step 3: Reorganize ideas and information**

It's hard to maintain a logical flow of ideas when brainstorming. Once the brainstorming session is over, it's time to organize the information gathered.

**1. Restructure the list of ideas if necessary:** 
Take the time to reorganize and group similar ideas into the right themes to define the common thread of your report.

**2. Summarize discussions:** 
Scan your notes to identify the most relevant or influential discussions. Summarize them concisely. Don't hesitate to use colors or emojis to structure your paragraphs or categorize ideas.

![synthèse de brainstorming en ligne](https://wedo-assets.sos-ch-gva-2.exo.io/Brainstorming_lister_idees_EN_76019bb7e2.png)

**3. Highlight decisions:** 
Highlight all decisions made during the brainstorming session. In WEDO, you can decide on a decision so that it becomes official and is highlighted in your report.

### Step 4: Write the brainstorming report

Now that you've organized the information, it's time to write the report itself:

**1. Introduction:** 
Start with a brief introduction explaining the purpose of the brainstorming session, the date, the participants and the context.

**2. List of ideas:** 
Present the list of ideas generated during the brainstorming session in the form of sections and themes.

**3. Conclusions and decisions:** 
Decisions can be listed in each theme, but they can also all be duplicated and added to a special theme, summarizing all the decisions made during the meeting. This summary will delight those who need a quick overview of the meeting's outcomes.

![Synthèse des décisions](https://wedo-assets.sos-ch-gva-2.exo.io/Brainstorming_Od_J_EN_2_2745b387be.png)

**4. Action plan:** 
End the report with an action plan. Outline the next steps to be taken, the actions to be taken and the people responsible for implementing them. In a WEDO report, you can create tasks directly in the report. The task will include a description, a deadline, a responsible person and an observer if required, as well as attachments or comments. These tasks will be sent automatically to each participant's task manager, for easy project follow-up.

![Action plan brainstorming](https://wedo-assets.sos-ch-gva-2.exo.io/Brainstorming_Od_J_EN_3_c31b07dc14.png)

In conclusion, writing up the outcome of a brainstorming session requires preparation, effective note-taking and organization. WEDO software is an invaluable brainstorming tool for simplifying this process, centralizing information and facilitating team collaboration. Your brainstorming reports will become valuable documents for decision-making and future planning. It also allows you to conduct brainstorming meetings online.

Interested in this topic? In a future article, we'll be taking a closer look at the second key role in a brainstorming meeting: that of the facilitator. We'll look at the most effective methods for engaging participants and encouraging creativity.

In this article, we'll explore the art of writing a brainstorming report, a document that captures the outcomes of these dynamic meetings. 

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Brainstorming session: how to write a quality report?

## What is Pareto's principle?

Pareto's principle, also known as the 80/20 rule, takes its name from the Italian economist Vilfredo Pareto. He first formulated it at the beginning of the 20th century, when he observed that **80% of the land in Italy belonged to just 20% of the population**. The principle then stated that, in many situations, around 80% of the results are generated by 20% of the causes. In other words, a minority of efforts produce the majority of results. The principle quickly becomes a powerful concept that can be applied to many aspects of life, including time management.


![what is 20 of 80](https://wedo-assets.sos-ch-gva-2.exo.io/Loi_pareto_EN_c8000626e0.png)
## Time management and the 80/20 rule

Applied to time management, Pareto's principle means that 20% of your activities will produce 80% of your results. This means that if you identify these vital activities and prioritize them, you can save an enormous amount of time by eliminating or reducing less productive activities.

## How to save time with Pareto's principle

### 1. Identify your work tasks:
Start by making a complete list of all your work-related tasks and activities. Make sure you cover all activities, even the smallest ones.

### 2. Define your impact criteria: 
Establish precise criteria for evaluating the impact of each task. Criteria may vary according to your field of activity, but could include indicators such as sales generated, time saved, customer satisfaction, operational efficiency, brand awareness, etc.

### 3. Assign impact scores:
For each task, assign an impact score based on your established criteria. You can use a numerical scale, for example from 1 to 10, to score each task according to its relative importance.

### 4. Measure actual results:
Collect quantitative data to assess the actual results of your tasks over a given period. Use key performance indicators (KPIs) to measure the impact of each task. For example, if you work in marketing, you can measure the return on investment (ROI) of different campaigns.

### 5. Identify high-impact tasks:
Using impact scores and actual results, identify the tasks that have the greatest impact on your business goals. These are usually the 20% of tasks that generate 80% of your results.

### 6. Prioritize high-impact tasks:
Give these high-impact tasks top priority in your schedule and projects. Ensure that these essential activities receive the bulk of your time and attention.

### 7. Eliminate or delegate low-impact tasks:
Low-impact tasks, which have little impact on your objectives, can often be eliminated or delegated to other team members if possible. This frees up time and energy to focus on what really matters.

### 8. Evaluate regularly and adjust:
Pareto's principle is not fixed, and high-impact tasks can change over time. So it's essential to regularly re-evaluate your task list, adjusting impact scores according to actual results, and making sure you stay focused on what's most important for your professional career.

## Pareto's principle: examples

To better understand how to apply Pareto's principle in everyday life, here are a few concrete examples:

- If you're an entrepreneur, identify the 20% of your customers who generate 80% of your revenue and focus your marketing efforts on them.
- If you're studying for an exam, identify the 20% of subjects that make up 80% of the exam content and spend more time revising them.
- If you're looking to improve your fitness, identify the 20% of exercises that produce 80% of your results and incorporate them into your training program.

In conclusion, Pareto's principle is a powerful tool for optimizing your time management. By identifying and prioritizing the tasks that have the greatest impact, you can save time and achieve your goals more effectively. So put this 80/20 rule into practice in your life and enjoy the benefits of time management based on Pareto's principle.

## Pareto's principle and meetings

Pareto's principle can be a valuable guide to optimizing business meetings. By focusing on the key topics that generate the most impact, using time efficiently and eliminating unnecessary discussion, meetings can become more productive, saving participants valuable time for other essential activities. The key lies in identifying and putting into practice the 20% of factors that generate 80% of desired meeting results.

## Applying Pareto's principle with tools

WEDO software is a valuable tool for anyone wishing to apply Pareto's principle to time management. It enables you to prioritize, plan, track and analyze your tasks efficiently, helping you to save time by concentrating on what matters most. By using WEDO in conjunction with Pareto's principle, you can maximize your productivity and achieve your goals faster.

The principle states that, in many situations, around 80% of the results are generated by 20% of the causes. In other words, a minority of efforts produce the majority of results. 

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The Pareto Principle

## What is agility?

According to Jérôme Barrand, head of the Institute of Organisational Agility in Grenoble, agility is the capacity of a company to be reactive, flexible and innovative. It must also be able to anticipate future changes in order to adapt to them. It cannot wait for the environment in which it operates to force it to do so.

To be able to face these challenges, human-sized work teams must be learning, connected and autonomous. The aim is for everyone to find their place in the team and thus have a global vision of the company's organisational systems. Also, the agile culture advocates a light but sufficient hierarchical framework. The human element as well as communication are central to the organisation[^1] [^2]

## SCRUM method

Different methods exist to help companies in their quest for agility. SCRUM, which originated in the IT world, but which is becoming more and more popular, is one of them and is very widespread. This iterative and adaptive method always seeks a collective optimum[^3]

The first form of SCRUM appeared in an article by Takeuchi and Nonaka in 1986. They compare the so-called traditional approach to "a relay race" and the so-called holistic approach to "a rugby scrum" (SCRUM). "The relay race is a development process where teams of specialists pass the baton to each other once they have completed their task.  In contrast, in the "rugby" approach, where specialists try to complete the task by passing the ball from back to front (as in a rugby team), the development process is totally different. [^4]

Indeed, the SCRUM method, officially developed by Ken Schwaber and Jeff Sutherland a few years after this first article, is based on short cycles called "sprints". These usually last between one and four weeks. Each sprint begins with a planning meeting where the team defines the goals to be achieved and the tasks to be accomplished. During the sprint, the team works independently to achieve the defined goals. Every day, the team meets for a short follow-up meeting called "Daily SCRUM". During this meeting, each team member presents what they have accomplished since the last meeting and what they plan to do during the day.

At the end of each sprint, the team meets for a retrospective, during which they evaluate their progress and look for ways to improve the development process for the next sprints.

The SCRUM method is particularly useful for projects that are subject to frequent changes or where it is difficult to plan all the details in advance. It allows for rapid delivery of high quality products, close collaboration between team members and better responsiveness to changes. [^5]

Unlike traditional project methods, SCRUM does not plan years in advance and present a solution only at the end of the project. The goal of SCRUM is to divide the business requirements into the smallest possible increments and thus deliver many, finished results in short intervals. In this way, it is possible to take action after each sprint should a requirement or priority change. This not only saves time and costs, but also keeps the process agile and customer-oriented.

## Why WEDO is ideal for an agile company

In accordance with the above explanations, it is understood that the agile method is in fact a culture and a state of mind that must be spread throughout the company. David Preti, in his article "Doing Agile" versus "Being Agile", also shares this vision:

>Agility is not defined by a set of practices, but rather by a state of mind that one cultivates.   [^6]

WEDO presents itself as the ideal tool to cultivate this mindset and share an agile culture within the company. Indeed, thanks to WEDO, it is possible to efficiently manage the different types of meetings of the SCRUM method, but not only. The collaborative platform also allows you to be permanently connected to information and to your team members. Whether you are working from home or from the office, communication is easy. In addition, WEDO's teams and workspaces make the company more responsive and better organised. Each team member can easily consult their tasks and have a clear overview of what they have to do. This task overview can also be displayed in Kanban view, which is particularly useful for project management.

## The limits of the agile method

But then why hasn't the agile method, which sounds so beneficial in theory, already found its way into all companies?

The fifteenth edition of the State of Agile report, produced by the company [digital.ai](https://digital.ai/), provides some answers. According to the report, the main problems identified by more than 1,380 people worldwide in the adoption and practice of agile are the following:

- Inconsistent processes and practices between teams - 46%.
- Organisational culture not aligned with agile values - 43%.
- Resistance to change from the overall organisation - 42%.
- Lack of competence/experience with agile methods - 42%.
- Insufficient leadership involvement - 41%.
- Insufficient management support and sponsorship - 40%.

The report states that the main challenges mentioned above have remained largely unchanged in recent years. [^7]

Interestingly, then, these problems are not new and unknown. Other articles on this topic also point out the same limitations.

In summary, it is essential for a company that wants to implement agility sustainably into its structure to consider the points mentioned above. The list is certainly not exhaustive, but it will help the company avoid certain mistakes on its way to agility. One thing is certain: agility is a real challenge, and as the saying goes, "it's worth the effort".


**Sources :**

[^1]: BARRAND, Jérôme, 2010. L’entreprise agile : agir pour une performance durable. Paris : Dunod. Stratégies et management. ISBN 978-2-10-054346-5. 658.515.

[^2]: BARRAND, Jérôme, 2012. Le manager agile : agir autrement pour la survie des entreprises. 2e éd. Paris : Dunod. Stratégies et management. ISBN 978-2-10-057460-5. 658.401.

[^3]: SCHMITT, Christophe, 2016. De la complexité de l’action dans les organisations. ISBN 978-2-940384-36-05.

[^4]: TAKEUCHI, Hirotaka et NONAKA, Ikujiro, 1986. Stop running the relay race and take up rugby. Harvard Business Review. 1986. pp. 11.

[^5]: SCHWABER, Ken et SUTHERLAND, Jeff, 2020. The Scrum Guide:The Definitive Guide to Scrum: The Rules of the Game. novembre 2020.

[^6]: PRETI, David, « Faire de l’Agilité » versus « être Agile » - Blogue Savoir Agile. [en ligne]. [Consulté le 6 décembre 2022]. Disponible à l’adresse : [https://savoiragile.com/2017/02/07/faire-de-lagilite-versus-etre-agile/](https://savoiragile.com/2017/02/07/faire-de-lagilite-versus-etre-agile/)

[^7]: [DIGITAL.AI](http://digital.ai/), 2021. 15th Annual State Of Agile Report. 2021.

In a world where everything is moving fast and change is permanent, a company must be agile. This article will explain how to become more agile in order to better face this growing complexity.

Drawings representing the concepts of agility in project management

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When agility becomes a necessity

## Managing a project from A to Z with WEDO

What are the main features related to project management? With WEDO you can :

* Prepare agendas for project meetings,
* Write the minutes of your project meetings in real time,
* Distribute tasks and follow up on them from one meeting to the next,
* Share important project files with project members,
* Inform all your stakeholders about the project's progress,
* Keep a global overview of all ongoing projects.

Let's discover these different steps together in detail.

## 1\. Create a workspace for the project

For each project, we advise you to create a specific workspace. WEDO also allows you to link your project to the team concerned. Through each workspace, you will find all the information you need to ensure the progress of your project.

A workspace is organized into 4 necessary tabs to manage your project:

* **The Info tab:** view the project's progress
* **Meetings tab:** find all the meetings organized within the framework of the project
* **Tasks tab:** track all tasks linked to the project
* **Files tab:** share important files related to the project

![](https://wedo-assets.sos-ch-gva-2.exo.io/2021_06_1_4bbf50e66b.gif)

For the _**Sustainable Development**_ project, I created a specific workspace by grouping the members concerned. For each project, you choose who can access the information in order to ensure the confidentiality of the data.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2021_06_1_4bbf50e66b.gif)

## 2\. Manage Project Tasks

From the **Tasks** tab of the workspace, you can list the different tasks to be completed within the project. You can schedule them in time, define their priorities and, of course, assign them to the different project members. **Tip:** Use the magic wand that appears at the end of the section to carry out these actions in a few clicks on a task list.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2021_06_2_b136c06349.gif)

In the task details section, you can add additional information. For example: the **planned date**, a **deadline**, a **file to attach** or a **comment** you want to leave to the person in charge of it.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2021_06_2_b136c06349.gif)

## 3\. Create custom fields by project phase

In the context of a project, it is possible that the fields proposed by default in the details panel are not enough for you. This is why we have developed a feature called **Custom Fields**. It is now possible to add fields in the task details area, for example: the duration of the task, a progress status, a progress percentage etc. The possibilities are endless! Each organization can therefore create **custom fields** according to its own criteria and needs.

Here, my **_Sustainable Development_** project is divided into 4 phases: **Pre-project**, **Launch**, **Development** and **Communication**. I have therefore created a custom field of the type "drop-down list" by adding the phases of my project in the options to choose from.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2021_06_3_ed508e37a7.gif)

These fields and their options are created from the network settings and can be applied to all tasks or only activated for tasks in a specific workspace/project. Note that at this time, only the administrators of your network are allowed to create custom fields via the network settings.

Another use case: I could **Add a custom field** of type **Number** in order to be able to enter the **Duration in minutes** of each task. For better readability, choose an **icon** to illustrate this field in the details panel.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2021_06_3_ed508e37a7.gif)

If I go back to my _**Sustainable Development**_ project, I can now add the **Duration in minutes** for each task.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2021_06_3_ed508e37a7.gif)

## 4\. Sort the project's tasks

WEDO is very flexible in terms of displaying tasks, by offering many alternatives to select from according to your needs. For example, you can sort the tasks **By deadline**, **By user** and even by **Project phase** thanks to our previously created custom field.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2021_06_4_29af741a41.gif)

All tasks in WEDO can be displayed in List view or in Kanban view. The latter allows us to visualize the tasks in the form of cards organized according to the project phases. It is then very easy to see who is doing what and for what deadline!

![](https://wedo-assets.sos-ch-gva-2.exo.io/2021_06_4_29af741a41.gif)

## 5\. Add a project status

In each workspace, you have the possibility to add a status. But what are the use cases for this feature? Here are some ideas...

The status of a workspace allows you to inform the members of the project about :

* The launch of the project,
* A detected risk (concerning resources or logistics for example),
* A possible delay (due to unexpected or an overload of work),
* Or more generally, important information during the project.

The use of statuses throughout the evolution of your project will give you a history of important events visible in the activity flow.

In my **_Sustainable Development_** project, I want to inform participants about the **Launch phase.** From the **Info tab**, by clicking on **Update Status,** I can determine if the project is **ON TRACK**, **AT RISK** or **OFF TRACK**. I can also choose the **Start date** and the **Deadline date** for the project.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2021_06_5_69c838bba8.gif)

To summarize:

* The **Project Status** will be visible at the top left next to the project title,
* The latest status will be visible at the very top in the **Info** tab,
* And finally, the history of the last statuses is visible in the **activity stream**.

Statutes are a simple and efficient way to inform members about the progress of your project.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2021_06_5_69c838bba8.gif)

## 6\. Organize project meetings

For the **_Sustainable Development_** project, the first project kick-off meeting has already taken place. In the Meetings tab, I find the minutes of this first meeting. Here is the agenda we created with the minutes which contains: information, decisions and tasks distributed among the project members.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2021_06_6_417448fab8.gif)

Today we are participating in the second meeting of this project for which we already have a validated agenda. As we start the meeting, we notice that the three tasks that were under Agathe's responsibility are now completed. It is very easy to follow the progress of the tasks from one meeting to the next!

![](https://wedo-assets.sos-ch-gva-2.exo.io/2021_06_6_417448fab8.gif)

At the end of the meeting, we can close the meeting so that WEDO can generate a minutes that can be accessed instantly.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2021_06_6_417448fab8.gif)

In the **Meetings tab** of the _**Sustainable Developmen**t_ workspace, you will find all the minutes of the meetings held to ensure the smooth running of your project.

## 7\. Share files with project members

To ensure smooth collaboration and to provide your team with the necessary documents, you can share files within your project. Important project files are visible in the **Files** tab of the workspace. Here, we find, for example, the **Risk Matrix** document that was discussed during the first meeting.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2021_06_7_627cd13051.gif)

Note that you can also upload files to be shared with members directly from the tab. WEDO's secure infrastructure offers you a safe solution for sharing files with different stakeholders.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2021_06_7_627cd13051.gif)

## 8\. Keep an eye on all projects in progress

Thanks to WEDO, you can get a global view of the different projects in progress. For example, if I want to follow the progress of the **Management** team's projects, I can do so in a few clicks. I can see that my **_Sustainable Development_** project is **ON TIME** and that its progress is 25%.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2021_06_8_224134f2fc.gif)

The same goes for the **Informatics** team. I can see all their current projects. In this case, I see that there are three projects in progress with different statuses. Here, the **Office 365 Migration** project is overdue and needs urgent discussion between managers.

From the list view, note that it is possible to sort projects by name, **status**, **progress** or **due date**.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2021_06_8_224134f2fc.gif)

For your information, workspaces that are not projects are identified as **continuous workspaces** and are distinguished by a gray progress bar. This global view allows you to keep an eye on all the projects in progress and to quickly see their status.

## Simple and efficient project management with WEDO

Through these different examples and use cases, we have shown you how WEDO allows you to easily manage different projects and how to ensure an efficient follow-up or the achievement of set objectives. Our collaborative tool is constantly progressing and other developments are already planned. However, right now, you are performing the basics of project management, namely:

* Share information with project members,
* Distribute responsibilities in the form of tasks,
* Allowing everyone to know how the project is progressing,
* Keep a global view on the projects in progress within your company.

Your organization is already working with WEDO and you want to implement an efficient project management? Discover the [Projects](https://help.wedo.swiss/en/collections/2435444-les-projets) collection in our help center!

You have a project to manage over three months with a long list of tasks, weekly meetings and important files to share with the project members? We have the solution to simplify this work that can sometimes be tedious! Discover 8 WEDO features that will help you reach your goals and complete your project in the best working conditions.

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How to manage a project with WEDO?

**HR Today is the Swiss media of reference in the field of human resources management. On April 28, 2021, an article dedicated to remote meetings was published in the special Remote Work section. The article refers to WEDO as the ideal collaborative solution for efficient remote meetings.**

Remote collaboration is now a daily issue for all companies. WEDO offers a tool to manage meetings, tasks and projects. Each team member can contribute to the preparation of meetings, write minutes or even take note of the tasks he/she has to perform from any location.

The digitalization of companies has led to an increase in the exchange of information between employees. Recently, remote work has further increased this problem. Although tools such as Zoom and Microsoft Teams facilitate exchanges and communication, they do not solve the lack of information structure. As a result, employees find themselves drowning in a flood of information and often suffer from a time-consuming disease: acute meeting fatigue. Meetings and their follow-up take a lot of time, the management of delegated tasks is tedious and it is difficult to know who does what and until when. WEDO is the solution that enables organizations to collaborate efficiently. \[...\]

![](https://wedo-assets.sos-ch-gva-2.exo.io/2021_04_smartmockups_knhgyzdy_1024x682_099a323f24.png)

::button-primary[Read the rest of the article]{link="https://hrtoday.ch/de/article/eine-kollaborative-plattform-fuer-effiziente-sitzungen"}


In April, HR Today proposes to take a look at the very current topic of "Working from home". The Swiss media presents WEDO as an ideal solution to efficiently manage remote meetings. Discover in this article how our tool facilitates your virtual meetings.

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A collaborative platform for efficient remote meetings

## Manage your project

WEDO improves and facilitates the management of your projects. Through this article, discover the new features available online.

- Plan your projects and follow up on their tasks
- Add statuses to keep your team informed about the progress of the project
- Get an overview of the progress of all ongoing projects

### Plan your project
You can define a start date and a due date for a workspace if it represents a project. By limiting the duration of your project, you allow all the members of your team to keep the objectives in mind while respecting the time allowed to achieve them. If necessary, it is possible to modify these dates at any time. The date of your project passed while tasks were still in progress? You can see how many days past the deadline. Keep your team on track and complete your projects on time!

![1-planifiez-votre-projet.gif](https://wedo-assets.sos-ch-gva-2.exo.io/1_planifiez_votre_projet_a81588b8c3.gif)

### Manage tasks
Assign project tasks to your team members to keep them informed of the work. In addition to giving your workspace a deadline, define the deadlines for each job to best plan your project. This way, your colleagues will know exactly what is expected of them.

![2-gerez-les-taches.gif](https://wedo-assets.sos-ch-gva-2.exo.io/2_gerez_les_taches_c9188b6004.gif)

To get organized efficiently, chat with your team members via the comment field in the details pane of each task. With the task manager, your teams can manage their work and collaborate efficiently and intuitively.

![3-gerez-les-taches.gif](https://wedo-assets.sos-ch-gva-2.exo.io/3_gerez_les_taches_9731c11292.gif)

### Keep your team informed

Do you have a critical piece of information to share with your team about the project at hand? Then, add a status to your workspace to notify your colleagues. To help, there are 3 types of status:

- **On schedule:** your project is going well, you can add a title and a description in the status to specify the project phase, for example.
- **At risk:** the project's progress is threatened, you can inform your team about the reasons for this update.
- **Late:** the due date will not be respected, you can inform your team about the reasons for this delay and update the due date if necessary.

As mentioned, when you define a status, you can add a title and a description so that your team is always informed of possible changes impacting the project's progress.

![4-tenez-votre-equipe-informee.gif](https://wedo-assets.sos-ch-gva-2.exo.io/4_tenez_votre_equipe_informee_0104ec4cf4.gif)

### Check your project's progress
To give a quick overview of your project's progress, a progress bar changes as tasks are completed. This view allows you to see a project's significant status updates quickly. In addition, the system shows the number of tasks in progress and finished and the number of days remaining before the project deadline.

![5-visualisez-lavancement-de-votre-projet.gif](https://wedo-assets.sos-ch-gva-2.exo.io/5_visualisez_lavancement_de_votre_projet_33ef9af451.gif)

## Manage all your projects
You are responsible for several projects and need a quick overview of their progress? WEDO allows you to view your workspaces in two different ways:
- **In mosaic:** the spaces are represented in the form of cards
- **In list:** the workspaces are listed, and you can sort them by name, status, progress, or deadline.

For both types of display, a progress bar informs you of the progress of each project, whether it has a deadline (blue gauge) or is ongoing (gray gauge).

![6-pilotez-lesemble-de-vos-projets.gif](https://wedo-assets.sos-ch-gva-2.exo.io/6_pilotez_lesemble_de_vos_projets_257d8fcb11.gif)

WEDO allows you to keep an eye on your objectives and the progress of your projects grouped on the same platform. Your teams are informed in real-time of the progress of tasks and the latest project updates. They can collaborate efficiently in person or remotely. With WEDO, it has never been easier to get organized!

Want more details about these features? Check out the new collection in our help center.

::button-primary[Go to the "Projects" collection]{link="https://help.wedo.swiss/en/collections/2435444-projects"}

WEDO improves and facilitates the management of your projects. Through this article, discover the new features available online. Plan your projects and follow up on the resulting tasks. Add statuses to keep your team informed about the progress of the project. Finally, get an overview of the progress of all ongoing projects.

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Project management

Being able to work effectively outside the office can seem difficult at first glance. At home, we don't necessarily have such a good environment for concentration. In addition, we are often faced with many distractions that sometimes prevent us from functioning optimally. Therefore, when we work from home, it is essential to organize ourselves carefully by planning our various tasks in order to maximize our efficiency and productivity. Before starting your day, take the time to write down, prioritize and plan your daily tasks.

WEDO offers a powerful task management system to organize your weeks and days with a few clicks in a simple and efficient way. The tool also facilitates collaborative task management so you can work with your colleagues wherever they are. Through this article, discover how to manage your activities using WEDO.

## Enter your tasks in your personal space

With WEDO, you have a personal space where all the tasks that concern you are grouped together. Take your e-mails, personal or internal notes, and current projects in which you are involved to summarize your work. Then segment your workload into different tasks and enter them directly in your personal space. **Our advice**: use short titles and infinitive action verbs to enter your tasks.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2020_04_1_saisissez_vos_taches_dans_votre_espace_personnel_d5ff0adcf4.gif)

## Prioritize your tasks

Once you have entered your tasks, determine the priority given to each of them. To facilitate this step and allow you to work on the important and urgent first, WEDO integrates the Eisenhower matrix. According to this system, divide your tasks according to 4 criteria:

* Urgent and important tasks
* Non-urgent but important tasks
* Urgent but unimportant tasks
* Non-urgent and non-important tasks

This distribution, which should be established according to your objectives and needs, will encourage you to work on the important and urgent as a priority. Therefore, treat urgent and important tasks as a priority and plan non-urgent but important tasks. Urgent but non-important tasks usually represent tasks related to other people's objectives (tasks to be carried out as part of a collective project, for example). You can therefore delegate them to third parties whenever possible. Finally, leave non-urgent and non-important tasks aside. These can constitute a kind of "suggestion box".

And with the wave of a magic wand, you can prioritize all your tasks with WEDO:

![](https://wedo-assets.sos-ch-gva-2.exo.io/2020_04_2_priorisez_vos_taches_f072740555.gif)

## Plan important tasks

Once you have determined which tasks are most important, you can plan for their completion in the short or long term depending on their degree of urgency. You can first organize your week and then divide your tasks according to your work days. At the end of each day, take stock of what you've accomplished and reschedule tasks that you wouldn't have had time to deal with. Always keep an overview of all your activities.

In WEDO, the planning date is the date on which you want to perform the task. It differs from the due date, which is the date on which the task is to be completed. With just a few clicks, you can easily schedule your tasks according to your schedule using fast scheduling tools:

![](https://wedo-assets.sos-ch-gva-2.exo.io/2020_04_3_planifiez_les_taches_d83f61399d.gif)

Our tool also makes it possible to manage **recurring tasks** according to 4 frequencies: daily tasks, weekly tasks, monthly tasks and annual tasks. Thanks to the recurring task functionality, ensure the management of recurring activities and don't miss any occurrence! Tasks will simply appear at the right time.

## Define due dates

When you plan your tasks, also remember to specify their due dates if you know the exact date. This way, tasks that are overdue will be highlighted so that you don't miss any important deadlines. With WEDO, you can set the due dates for your tasks in the blink of an eye.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2020_04_4_definissez_les_echeances_aec4d2eac4.gif)

**Tip**: Would you like to have an overview of all the tasks that are coming due soon? Create a **custom filter** to display all the tasks that are due in the next X days!

## Delegate certain tasks

In your daily work, you are probably required to collaborate as a team. Non-important but urgent tasks may be the ones you can delegate: they are not considered important in relation to your responsibilities but still need to be followed up and completed in a short period of time. These tasks may be those that contribute to the achievement of a collective project and therefore do not depend solely on you. When delegating a task to a colleague, make sure that it is followed up by adding a comment, for example, explaining why you are assigning the task to him or her. You can also define a due date to limit the time it takes to complete the task. **Our advice**: be as clear as possible in your statement to simplify collaboration.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2020_04_5_deleguez_certaines_taches_80c9382293.gif)

## Share your tasks with workspaces

WEDO allows you to handle your personal tasks as well as those inherent to a department, a work group, or even a department. Create workspaces to share tasks with its members and track the progress of delegated tasks. Comment on tasks to share important information with your team. Thanks to the tool's built-in notification system, your colleagues will be notified of any important changes to tasks. Collaborative task management will be even more efficient, especially when team members are working remotely.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2020_04_6_partagez_vos_taches_avec_des_espaces_de_travail_55ee3a59be.gif)

**Tip**: Would you like to report on the progress of each task in a specific workspace? Create a custom "progress status" **[field](https://help.wedo.swiss/fr/articles/2614435-les-champs-personnalises)** so that all members of the workspace can observe the progress of the project or activities in progress.

With WEDO, set the rhythm of your teleworking days and give a framework to your activities and those of your organization. With the powerful task manager, organize your schedule and collaborate with colleagues at the office or from home. By making WEDO part of your daily routine, you'll be able to keep an eye on the progress of your tasks and those of your teams. Collaborative platforms facilitate internal exchange, especially when your teams need to interact remotely. In addition, the fact that you can gather the bulk of your activities on a single platform allows you to limit exchanges via other channels such as telephone or email. Getting organized to work efficiently from home requires certain prerequisites: give your employees the digital tools they need to carry out their activities. The result will be quality internal work and communication!

Would you like to manage your personal tasks and those of your teams using WEDO?

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

When working from home, there are many distractions. It is therefore not always easy to maintain productivity. The first reflex to have is to organize our schedule before starting our working days. WEDO's powerful integrated manager allows everyone to organize their daily tasks to maintain their commitment and efficiency. 

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Organize your remote working days by managing your tasks with WEDO

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![Antoine Sudan et David Dutch, accompagnés d'Alexia Borg, journaliste chez Forbes](https://wedo-assets.sos-ch-gva-2.exo.io/willkommen_6c64ea9d3b.png)

In an exciting feature on [Forbes](https://www.forbes.fr/brandvoice/wedo-la-plateforme-collaborative-qui-simplifie-la-gestion-des-taches-et-des-reunions/), Alexia Borg sat down with WEDO’s co-founders to discuss the company’s incredible journey from a small Swiss startup to a global player in the collaborative software industry. The interview, held in Paris, shines a spotlight on WEDO’s evolution over the past 9 years. What began as a friendship and a shared passion has turned into a thriving business with over 600 clients and 15 dedicated employees.

But this is more than just a retrospective. The feature offers insights into how WEDO’s platform is helping companies worldwide streamline their task and meeting management processes. Below, we’ll break down the key points from the interview and explore what sets WEDO apart in an increasingly competitive landscape.



::youtube-video{#33J6FhmiONo}



## WEDO: The Collaborative Platform that Simplifies Task and Meeting Management

[WEDO’s collaborative SaaS platform](https://wedo.com/) has quickly become the go-to solution for businesses looking to streamline their internal operations. The platform is designed to simplify every aspect of meeting preparation and task management, from creating detailed agendas to tracking project progress in real time. With WEDO, teams can focus on what truly matters—getting things done efficiently and securely.

## What Makes WEDO Stand Out?

There are a few key reasons why over 600 businesses have adopted WEDO as their platform of choice:

1. **Ease of Use**: WEDO is simple to set up and start using right away. Unlike many other collaboration tools, WEDO is intuitive and easy to implement, requiring minimal training for users to get started. “We’ve found that teams appreciate how quickly they can adopt WEDO without the steep learning curve that comes with other platforms,” says David Dutch, co-founder of WEDO.
2. **Multi-Language Support**: WEDO’s platform is available in multiple languages, including French, English, German, and Italian. This has made it especially popular among European companies looking for a collaborative tool that meets the diverse language needs of their employees.
3. **All-in-One Collaboration**: WEDO isn’t just a meeting tool—it’s a complete solution that integrates project management, [task tracking](https://wedo.com/features/tasks), and real-time collaboration. Users can prepare agendas, draft meeting minutes, and track the completion of tasks from one meeting to the next. This [all-in-one](https://wedo.com/features) approach to collaboration is what sets WEDO apart and helps teams stay organized without juggling multiple tools.

![meeting management with WEDO](https://wedo-assets.sos-ch-gva-2.exo.io/Forbes_2_FR_5f46399cb5.png)

## Security at the Forefront of WEDO’s Innovation

In a world where data breaches and security concerns are top of mind for businesses, WEDO has prioritized security as a core feature of its platform. The SaaS platform is designed with [data protection](https://wedo.com/security) at its core, ensuring that companies can collaborate without worrying about data privacy.

“Our platform is hosted on ISO 27001 certified servers in Switzerland, which comply with both GDPR and Switzerland’s nLPD regulations,” explains Antoine Sudan, co-founder of WEDO. “This gives our clients peace of mind, knowing that their sensitive data is secure and stored in compliance with the strictest regulations.”

In addition to robust data encryption and compliance features, WEDO ensures that all data is stored locally in Europe, reducing the risk of data sovereignty issues—a key concern for businesses operating in highly regulated industries.

## Innovation: Looking Ahead with AI Tools

WEDO’s commitment to continuous improvement doesn’t stop at security and ease of use. The company is constantly looking for ways to evolve its platform to better meet the needs of its users. “We’re currently developing AI tools that will not only make our platform more intuitive but will also provide actionable insights to help teams work more effectively,” says David Dutch.

These AI-driven tools will focus on optimizing workflows, suggesting task priorities, and automating repetitive processes. As businesses continue to demand smarter and more efficient solutions, WEDO is positioning itself as a leader in AI-powered collaboration.

## Real-World Impact: How WEDO is Transforming Businesses

WEDO’s SaaS platform isn’t just another software tool; it’s a [game-changer for businesses](https://wedo.com/category/use-cases) across various industries. [Companies using WEDO](https://wedo.com/category/customer-testimonials) have reported significant improvements in meeting efficiency, task completion rates, and overall project management.

Take, for example, a mid-sized European tech company that struggled with disorganized meetings and missed deadlines. After implementing WEDO, the company saw a 30% reduction in time spent in meetings, with task completion rates increasing by 25%. This level of impact is why more and more businesses are turning to WEDO to simplify their internal operations.

![Task Management with WEDO](https://wedo-assets.sos-ch-gva-2.exo.io/Forbes1_FR_871022caa4.png)

## How does the company differentiate itself from its competitors?

The first area of differentiation lies in the tool itself. Unlike some highly specialized software, WEDO was designed as a dynamic and flexible platform, capable of meeting a wide range of use cases and industry needs (e.g., [municipal and administrative councils](https://wedo.com/industries/municipal-administrations), [team meetings](https://wedo.com/use-cases/team-meetings), [project management](https://wedo.com/features/project-management)). Compared to offerings like Microsoft’s, the company promotes a more holistic approach with an “all-in-one” tool, which avoids fragmenting information across various software that need to be connected. With WEDO, users no longer need to juggle multiple different applications—everything is readily available. The company aims to strike the ideal balance between specificity and generalization.

The second point of differentiation is its customer-centric approach, which enables the company to understand client needs and provide tailored solutions. Its support is highly regarded for its quality and speed, with an average response time of 4 minutes over a year. This close relationship results in an exceptional user experience, strong customer loyalty, and positive word-of-mouth recommendations.

## Why This Feature on Forbes Matters

Being featured on Forbes is not just an honor; it’s a reflection of the significant impact WEDO is making in the business world. As we continue to expand our platform and grow our user base, this feature serves as a milestone, validating our approach and the value we provide to our clients.

With over 600 companies using WEDO across Europe and beyond, we’re excited about the future and the role our platform will play in transforming how businesses collaborate.

## Conclusion

At WEDO, we are committed to providing businesses with the tools they need to streamline collaboration, ensure data security, and enhance productivity. Our feature on Forbes highlights the impact we’ve had on the business world, but we’re not stopping there. As we continue to innovate with AI-driven tools and security enhancements, we’re excited to see how WEDO will shape the future of work.

**Interested in learning more? Contact us today to schedule a demo or learn more about our platform.**

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In an exciting feature on Forbes, Alexia Borg sat down with WEDO’s co-founders to discuss the company’s incredible journey from a small Swiss startup to a global player in the collaborative software industry. 

Antoine Sudan and David Dutch invited by Forbes

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Forbes Highlights WEDO in “Successful Companies”

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.

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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

an executive assistant overwhelmed by work and demands

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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.

Project management

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