## 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://www.notion.so/Marketing-Archive-54946373b74e43eb98b5d502b858035c), 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

When we are used to working with our colleagues on a daily basis, it is not easy to opt for telework while maintaining our efficiency. But then how can we encourage teamwork and maintain the management of our projects and meetings remotely?

First of all, it is a matter of opting for simple and intuitive collaborative tools that will guarantee the efficiency of your teams. Offer your employees optimal visibility by bringing together the essence of your activities on a collaborative platform.

WEDO is a web-based solution that allows you to collaborate with your colleagues easily, even remotely. With WEDO, keep working on your projects through workspaces and collaborative task management. Prepare your meetings all together and conduct them using an attached videoconferencing solution to meet virtually with participants. Share your screen during video meetings so that all participants are on the same wavelength.

WEDO is an ideal ally for teleworking! We explain it to you in this article.

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

## Prepare your remote meetings in a collaborative way

To ensure the smooth running of a remote meeting, the speakers must be prepared in the same way as for a physical meeting. 

With WEDO, each participant can complete agenda items from their account. Items can be complemented with paragraphs, files and tasks to ensure the efficiency of your future digital exchanges. Participants can also enter private notes if they wish to personally prepare their future interventions for the virtual meeting. Once the agenda is completed, set the date and time for the videoconference with the various participants so that everyone can take part in the exchange at the appropriate time.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2020_03_1_remote_with_wedo_1_1024x575_913567cc38.png)

## Opt for a videoconferencing solution

At WEDO, we are used to working remotely while ensuring active collaboration. We have therefore opted for solutions such as _Zoom_ or _Slack_ to maintain the link between our team members even when they work from home.

It is entirely possible to use WEDO to manage your meetings via videoconferencing. In combination with our tool, you can choose the additional solution that best suits your needs. The videoconferencing solutions offered by _Zoom_, _Slack_ or _Microsoft Teams_ allow you to share your screen with all the participants in order to facilitate your virtual meeting. If you have not yet mastered the art of remote meetings, don't hesitate to do a few tests before your first meeting to make sure you have the tool in hand.

During the video meeting, the editor completes the report in real time. The dynamic and instantaneous note-taking allows you to keep track of the discussions. After your video exchanges, your teams are directly operational and can access a support allowing them to monitor operations even remotely.

To ensure that your teams can work remotely, opt for a video conferencing solution and combine it with WEDO to collaborate and manage your team meetings in any situation.

Note that for each solution, you can opt for video or audio only communication. So that your digital exchanges look like real meetings, focus on video communication :-)

_Zoom_ is our preferred video conferencing solution at WEDO for networking, product demonstrations and remote support cases. Using a simple link, participants join a virtual room and take part in the meeting. The tool is interesting because it does not require any prior installation for all participants. Only the organizer of the meeting has to create an account in order to generate a link for his colleagues to access the virtual room. Moreover, with _Zoom_, each participant has the possibility to share their screen. The solution is free as long as your meeting lasts a maximum of 40 minutes and has less than 100 participants.

Do like us, use WEDO in conjunction with Zoom to ensure your remote meetings run smoothly.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2020_03_2_remote_with_wedo_1_1024x575_cd9771be5e.png)

## Share your tasks with your teams via collaborative workspaces

Beyond meeting management, WEDO allows you to create workspaces to ensure collaboration between your teams. A workspace is simply a group of people with whom you can share meetings and tasks. Create workspaces to manage your meetings, departments or projects.

In telework, it is not always easy to find the right practice for asking questions, seeking advice or soliciting feedback. The platform's integrated feedback system allows you to quickly talk to a colleague without having to resort to email or telephone contacts. From these collaborative spaces, communicate effortlessly by commenting on tasks to share important information. Keep track of ongoing tasks while keeping communication simple and intuitive.

With fewer direct interactions, the workspaces are your best allies in continuing to convey information, keep you up to date on current affairs and ensure the progress of your teams' various projects and actions.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2020_03_3_remote_with_wedo_2_1024x575_23dcc250c5.png)

## Share files with your teams

Each workspace contains a **Files** tab that functions as a folder. This allows you to share various documents with your entire team. It is also possible to take these files and attach them to tasks or agenda items for your meetings.

Provide your teams with all the documents they need for their daily work. Your employees will have all the equipment they need to carry out their work, whether they are in the office or at home. 

![](https://wedo-assets.sos-ch-gva-2.exo.io/2020_03_4_remote_with_wedo_1_1024x575_3387e97b8e.png)

Through this article, we have highlighted various solutions that allow you to work efficiently in a team, even from a distance! Simply choose tools that will facilitate collaboration and ensure simple and efficient communication. A collaborative platform such as WEDO will allow you to gather in one place all the information essential to the smooth functioning of your team.

Do you want your teams to be able to collaborate easily even remotely?

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

**Info**: WEDO offers chat support! We interact daily with our users and usually respond to them in less than twenty minutes. Our team is available for your employees to help them individually through the discovery of our tool.

The video conferencing tools we recommend in the article: Zoom, Slack and Microsoft Teams.

Connect with your teams by combining the use of WEDO with a video conferencing solution. Our SaaS platform allows each employee to connect to their organization's network from home and maintain an active collaboration. Through this article, we give you some tips on how to interact with your teams remotely. 

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Remote working with WEDO

## 1 - Choose the density when exporting a report

More flexibility in the layout of your reports! Choose now the density of the exported document. Three densities are offered during configuration: compact, normal or wide. 

![](https://wedo-assets.sos-ch-gva-2.exo.io/2019_08_1_choisir_la_densite_1024x575_dff2e5545b.png)

## 2 - Assigning a logo to a team or workspace 

Until now, the logo of your organization chosen via the network settings was included in the header of all documents exported from WEDO. So that you can customize your exports - task lists or meeting minutes - you can now: assign a logo to a team and/or assign a logo to a workspace.

The choice of the logo is made from the parameters. Please refer to the following two articles to discover the functionality in detail :

[Team settings](https://help.wedo.swiss/fr/articles/3284167-parametres-d-une-equipe)

![](https://wedo-assets.sos-ch-gva-2.exo.io/2019_08_2_prametres_equipe_logo_1024x575_738ea1db00.png)

[Workspace settings](https://help.wedo.swiss/fr/articles/2576110-parametres-d-un-espace-de-travail)

![](https://wedo-assets.sos-ch-gva-2.exo.io/2019_08_3_prametres_espace_logo_1024x575_0929b05e02.png)

## 3 - Duplicating a workspace

With this update, you can now [duplicate a workspace](https://help.wedo.swiss/fr/articles/3284132-dupliquer-un-espace-de-travail). Duplication allows you to create a new workspace and take over all tasks and the contents of their detail panes. Completed tasks are also resumed.

### What are the benefits of this feature?

When setting up the network, you will save valuable time by duplicating workspaces that have a similar structure. It will not be necessary to set them up manually one by one! 

Another use case: in your network, many workspaces represent projects. Duplicate a workspace to plan a new project based on a previous one.

In the example below, the _Renovation Building A_ workspace is duplicated for a new, similar project.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2019_08_4_dupliquer_un_espace_de_travail_1024x575_75d7006620.png)

## 4 - Duplicating a checklist template

You can also [duplicate a checklist template](https://help.wedo.swiss/fr/articles/3284149-dupliquer-un-modele-de-checklists). Duplication allows you to create a new template and take over all tasks and the contents of their detail panes. Completed tasks are also resumed.

### What is the major advantage of this feature?

In your organization, you need to maintain procedures that have a similar structure and content. Duplicate a checklist template to save time and then link the duplicates to the teams involved in the procedure!

In the example below, the template _Onboarding collaborator_ is duplicated in order to be linked to the _Administration_ team.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2019_08_5_dupliquer_un_modele_de_checklists_1024x575_16101c1580.png)

## 5 - Delegating a task using a user's initials

To delegate a task to a colleague, simply enter their initials in the field provided. 

The procedure is the same for all places that have a field to search for a user: you only have to enter the initials of the person concerned to find him/her quickly!

![](https://wedo-assets.sos-ch-gva-2.exo.io/2019_08_6_recherche_utilisateur_par_initiales_1024x575_0b243fbce9.png)

## 6 - Instant search

Search indexing is now instantaneous! For example, if you create a task, it is directly accessible via the search tool. The same goes for searching through meetings, decisions or files. In the search results, WEDO shows you the number of hits found.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2019_08_7_recherche_instantane_1024x575_5243339e50.png)

Multiple new features for version 38 of WEDO: change the density of exported documents, assign a logo to your teams and workspaces, duplicate your checklist spaces and templates, and take advantage of the improvements made to the search tool. 

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WEDO V38: 6 improvements to discover

## Sections in WEDO

For a few weeks now, WEDOhas made it possible to choose the sorting of task lists: by date, by due date, by user, by workspace and by priority.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2017_04_diapositive1_89876a0b24.png)

The sections are automatically created according to the chosen sorting mode.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2017_04_diapositive1_89876a0b24.png)

## Switch from the list view to the kanban view

In each task list, there is a button to switch from the list view to the kanban view.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2017_04_diapositive2_a0965a0cfd.png)

![](https://wedo-assets.sos-ch-gva-2.exo.io/2017_04_diapositive2_a0965a0cfd.png)

Sections are automatically transformed into columns and tasks appear as cards that can be moved from one column to another.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2017_04_diapositive3_a5f941acbc.png)

![](https://wedo-assets.sos-ch-gva-2.exo.io/2017_04_diapositive3_a5f941acbc.png)

Moving a card from one column to another changes its properties. For example: By sorting the tasks by user with the kanban view display, you can assign the tasks to different people by moving them to the corresponding person column.

## Create your own sections

Let's imagine that you want to create a workspace for _**Project Y**_ that consists of four phases. The four phases are _Pre-project,_ _Launch, Development, Communication_.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2017_04_diapositive4_bf9039232d.png)

Create the Project Y workspace then go to its _Settings_ \> _Custom sections_ tab. Enter the four phases and move them in the desired order. In the _Default View_ tab, you can choose the sort and view that should be selected by default in this workspace.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2017_04_diapositive5_55ff0e3243.png)

Here's the result:

![](https://wedo-assets.sos-ch-gva-2.exo.io/2017_04_diapositive5_55ff0e3243.png)

Note that tasks sorted by section can be organized manually in the desired order.

## Conclusion

Thanks to the Kanban view, manage your projects visually. The kanban view makes it easy to monitor the progress of projects and the custom sections allow you unlimited use cases: project milestones, progress statuses, groups by department, and more.

## Also to be discovered in this version

Custom sections can also be used in checklist templates.

The sorting of tasks has been improved for greater simplicity and understanding.

The **_Organize_** button has been moved to each section to allow a more precise and intuitive use of the functionality.

A new option in the _**Organize**_ button allows you to set deadlines on the fly for tasks.

It is now possible to create folders in the main menu to group workspaces. Example folders: _Departments, Projects_, etc. To create folders, go to your _Profile_ \> _Network Settings_ \> _Menu_ tab. Here you can create folders and drag and drop the different workspaces to organize them. Note that the changes you make are valid for all users on the network.

Finally, the _Files_ tab automatically groups all files related to sessions or tasks in each workspace. First steps in document management in WEDO? Possible...

For all those who prefer to work visually: discover the Kanban view.

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WEDO integrates the kanban view

## "A simple, intuitive and user-friendly tool."

Launched by David Dutch and Antoine Sudan, WEDO is a 100% Swiss collaborative tool for companies of all sizes. Available in French, German and English, the platform allows employees to network in the management of their tasks, meetings and projects. Followed by Fri Up for almost a year, the start-up has the ambition to become a national reference.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2016_10_stemutz_photo_fri_up_we_do_web_imh_8113_caa4d3eb64.jpg)
![](https://wedo-assets.sos-ch-gva-2.exo.io/2016_10_stemutz_photo_fri_up_we_do_web_imh_8139_4925e1d403.jpg)

## How did you meet and when did the idea of a joint project arise?

Antoine: "We met on the train in 2003 when we were on our way to the Technical Professional Maturity Course (EPSIC). A good alchemy quickly set in, as did the idea of creating our own company to combine our skills. After studying engineering, we each worked on our own, maintaining special bonds of friendship. It was an important step to gain experience and mature our project."

David: "We launched WEDO when we realized the need to develop a collaborative tool to centralize a company's information and network its employees in the management of their tasks, sessions and projects."

## Many tools exist on the market in project management. How does your product stand out?

Antoine: "First of all, we conducted interviews with some 300 company directors with between 5 and 4,500 employees, with the aim of understanding their organisations and their needs in order to develop our tool. On this basis, we built the WEDO platform. It allows prioritizing, planning, delegating and classifying tasks, while offering a global vision to each employee on all his tasks, the progress of the tasks he has delegated to his colleagues and the person responsible for each activity within a project. Communication between collaborators is then managed in the form of tasks that include a comment system. History is recorded to keep track of activities."

![](https://wedo-assets.sos-ch-gva-2.exo.io/2016_10_montage_fr_1024x614_9a5a620c62.png)

## What is the first feedback you have received from users?

David: "All of our customers mention the simplicity, ergonomics and user-friendliness of the tool. We remain very attentive to the users' needs. They provide us with valuable information in the optimization of our solution and the development, if necessary, of new functionalities. In the long term, we want to become a Swiss reference in collaborative tools for companies".

## How did you get to the North Incubator?

Antoine: "Pierre-André Arm, director of COREB, has become a WEDO customer. He then suggested that we contact Fri Up. And last November, we got our sesame for a coaching from the Association and accommodation at the North Incubator in Morat.

David: "Our coach, Markus Ith, helped us with administrative aspects such as insurance and accounting. Today, he mainly follows our dashboards and puts us in touch with prospects."

\--

Interview by Véronique Grady / Source:
[Original article from the info patronale](https://wedo-assets.sos-ch-gva-2.exo.io/article_wedo_info_patronale_2016_10_a72296cd65.pdf)

An article on WEDO published in October 2016 in the "info patronale" business news

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Info Patronale

## The organization of a Board of Directors

Companies in any field frequently meet with their board of directors to agree on major strategic decisions. This formal meeting must be well organized and conducted efficiently to facilitate the exchange and communication with the board members. It is, therefore, essential to use the necessary digital tools to improve the organization and follow-up of these meetings. These technological solutions must meet security requirements to allow secure communication and access.
Do you need help to ensure effective follow-up and organization of your board meetings? Then, we have the solution to help you!
WEDO is a meeting management tool that lends itself perfectly to preparing and monitoring boards of directors for many reasons. We suggest you discover 7 steps that show you how our collaborative platform supports the organization of Boards of Directors.

 🗓️ 👩‍💼👨‍💼🧑‍💼

## 1. Prepare your CA

### 📂 Organize the documents

If you are involved in preparing for your company's Board of Directors meetings, first organize all the documents that will be presented at the meeting, such as financial reports, sales reports, and marketing updates. Ensuring all documents are well-given, complete, and easy to understand is essential.

###  ✍🏻 Prepare reports

If you are responsible for presenting reports, prepare them well before the meeting. Ensure they are clear, and concise and contain all the relevant information for the meeting.

###  ❔ Identify key issues

Finally, before the meeting, identify the key issues or areas of concern that will be addressed during the session. Then, be prepared to offer ideas, suggestions, or recommendations if necessary.

Once you have prepared these initial points, focus on establishing the topics discussed at the meeting: your agenda.

##  2. Set the agenda

###  📣 Determine what topics to address

Topics discussed at board meetings may vary depending on the organization. They may include:

- financial reports;
- operational updates; and
- Strategic planning;
- Risk management;
- legal compliance;
- Ongoing projects;
- Voting;
- and other matters of importance to the organization.

###  📋 Create your base frame

The items discussed are often the same from one board to the next. Be sure to identify recurring themes to save valuable time preparing for future meetings.

###  🗣️ Choose theme presenters

The speakers may vary depending on the theme. Therefore, it is essential to define who should prepare the agenda items or simply who will be the presenters of the topic. This will reinforce the collaborative aspect of the preparation of the meeting. All members will be involved in the upcoming session.

###  📎 Joignez les fichiers aux bonnes thématiques

Au préalable, l’idée est de préparer les documents et rapports à partager avec votre CA. Prenez le temps en amont d’également les joindre aux différentes thématiques de votre ordre du jour afin que les participants puissent les lire et les annoter avant le jour J. Une réunion bien préparée améliorera son efficacité ! 

##  3. Manage access to the meeting

It is expected that access to a CA meeting needs to be finely managed to choose who can see what and especially when. If your tool allows it, try to control the access to the meeting and the role of your participants according to its stages. This will enable you to prepare your agenda according to these different rights and not worry about access beyond the preparation. Determine who are editors, readers, or those who do not have access.

##  4. Integrate the votes

#### 🗳️ Determine voters

Choose who is allowed to vote. Then determine how you will collect the results. Different options are possible:

- digital votes by each voter ;
- a show of hands during the session;
- and collecting votes, with the secretary transcribing the results at the end of the meeting.

####  ☑️ Allocate shares

Voting is integral to the Board of Directors' process since members are often asked to vote on strategic decisions affecting the company. Therefore, be sure to allocate shares according to the decision-making weight of each voter.

####  🟢 Require quorum

In the event of a vote, and if you have allocated shares, you must verify at the beginning of each board meeting that a quorum is present. A quorum is the minimum number of shares based on those present at the meeting.

####  👤 Allow anonymous voting

Determine for a meeting whether you will allow anonymous voting. This should be determined before the meeting, or at least before voting opens.

####  🚫 Hide voting results until close

Depending on the internal operation, it may be necessary to hide the votes until they are closed. Ensure this is the case for the votes processed during your board of directors.

####  🔨 Write pre-decisions

To save time processing the votes, you can write the pre-decisions resulting from them. This is possible if you can imagine the outcomes of the votes. You can prepare a pre-decision for each possible answer. 

##  5. Write the minutes

###  💻 Writing by the Secretary

For this very formal meeting, the writing of the minutes is usually entrusted to a secretary. Here is how this person will compose their minutes.

#### ✍🏻 Paragraphs

Add well-structured paragraphs to reflect the discussions in the plenary. The idea is to proceed systematically and be as transparent as possible while favoring a simple style and short sentences. Think about your future readers from the start!

#### 🗳️ Votes

During the drafting process, validate the votes prepared beforehand and decide on the final decision.

#### 🔨 Decisions

Highlight essential decisions made during the board meeting. The idea is that from the minutes, each member can see all the strategic decisions that the meeting has decided upon.

#### ✅ Tasks

Make a clear list of tasks that flow from the decisions approved by the board. You can also already assign tasks to the people in charge, determining their priority and due date. By doing this, you will have your members up and running by the end of the meeting. Then, everyone knows what needs to be done and by when.

###  👀 Private note-taking by members

####  ✏️ Add private notes to the minutes

Encourage your members to prepare in advance by taking private notes. The idea is also to have them write their notes and comments during the meeting to ensure they understand what is expected.

####  📝 Annotate attached files

The notes can also be added directly to the files and documents attached to the agenda and meeting minutes. The goal is for members to find their written interventions exactly where they belong.

##  6. Follow up on tasks

Track the progress of tasks from one meeting to the next to ensure that deadlines are met. Then, if your tool allows it, simply import your tasks into the next meeting's agenda to see if they were completed on time.

##  7. Give access to the minutes

At the end of the meeting and after the proofreading stage, control access to the minutes so that each member can review the minutes of the discussions. This will allow members to record everything that was discussed during the meeting. At the end, share the minutes with all members to encourage them to review them as soon as possible after the board meeting.

##  ✅ WEDO's advantages for your CA management

We talked earlier about the importance of choosing an excellent tool to manage and track the progress of your board meetings. WEDO develops the ideal collaborative platform for efficient meeting management. So why will our solution be your best ally for board meetings? Here is a summary:

**📋 You collaboratively prepare your agenda.**
![bod-prepare-agenda.png](https://wedo-assets.sos-ch-gva-2.exo.io/bod_prepare_agenda_7476ddda20.png)

**🔐 You manage access to the meeting.**
![bod-access-meeting.png](https://wedo-assets.sos-ch-gva-2.exo.io/bod_access_meeting_ac15c4df9d.png)

**🗳️ You integrate the votes into your board.**
![bod-votes.png](https://wedo-assets.sos-ch-gva-2.exo.io/bod_votes_c631be7608.png)

**⌨️ You write your report in real-time directly on the platform and allow the participants to take their private notes.**
![ca-writing-minutes.png](https://wedo-assets.sos-ch-gva-2.exo.io/ca_writing_minutes_7aa178ad22.png)

**✅ You track tasks from one meeting to the next by importing ongoing and completed tasks.**
![bod-tasks-tracking.png](https://wedo-assets.sos-ch-gva-2.exo.io/bod_tasks_tracking_21b36c4285.png)

**👀 You provide access to the minutes directly after the meeting and email them to members from the platform.**
![ca-access-meeting-minutes.png](https://wedo-assets.sos-ch-gva-2.exo.io/ca_access_meeting_minutes_b8cb3e8b91.png)

>**Do you want to test WEDO for your next board meeting? Then, our experts will introduce you to the tool and help you prepare your first agenda in 30 minutes.**

::button-primary[Contact our experts]{link="/demo"}

## Some examples of our clients who use WEDO to manage their board of directors
![wedo-customer-board-of-directors.png](https://wedo-assets.sos-ch-gva-2.exo.io/wedo_customer_board_of_directors_d91a634e29.png)



Efficiently organize & conduct board meetings w/ WEDO - a secure, digital meeting management tool. Enhance communication & follow-up with our 7-step collaborative platform.

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Organize your Board of Directors with WEDO

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.

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Collaborate securely in the financial sector

## What are the organizational challenges in the education sector?

For educational organizations, communication and collaboration are central and essential issues. The management of these structures must be able to actively exchange with all departments to ensure the smooth running of their institution. Management's responsibility is also to foster optimal collaboration between administrative and pedagogical teams.

In terms of collaboration, here are some challenges in the education field:

 🗓️ Managing, monitoring and ensuring the efficiency of various meetings: board of directors, deans' meetings, pedagogical meetings, bilateral meetings, team meetings, etc.

✅ Complete and review tasks of the school management and professionals, as well as of the individual departments, competence centers and partner institutions

 📋 Manage recurring procedures

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## What hinders organizations from working together efficiently?

Employees often have to reach their objectives with limited and inefficient resources. Email remains the most common used communication channel, and it is to be criticized that few truly collaborative tools are available in everyday education.  
Another finding is that meetings are often poorly prepared, often too frequent, and sometimes interminable… in short, unproductive. However, meetings are crucial for the exchange of information. In the sector, these meetings bring together multiple actors: members of the management, administrative staff, deans, professors or teachers, as well as external stakeholders. The challenge for the management is to efficiently manage these multiple meetings while involving each participant before, during and after the meetings.  
So how do you overcome these organizational and collaborative difficulties while encouraging the digitalization of processes?

## Our solutions to improve collaboration within schools and faculties

WEDO is a collaboration tool that is perfectly suited for the internal organization of schools and faculties. Our solution is already helping many institutions to overcome their organizational challenges and improve internal communication.

![](https://wedo-assets.sos-ch-gva-2.exo.io/2022_08_wedo_education_1_7b7a9d1792.svg)

Find out how the **WEDO platform** supports schools and faculty in their daily collaboration.

### 1\. Create a collaborative structure tailored to the education sector

Each department or service of the institution can manage its various projects organized in "workspaces". These spaces allow the institution's employees to share meetings, tasks and files. TheWEDO solution brings together all these features on a single platform. 💡Note that collaboration with external specialists is also very simple and possible without additional costs.

### 2\. Manage all meetings in one tool

From workspaces, users can manage all their meetings with WEDO: from the Board of Directors to the Deans, including pedagogical meetings and bilateral discussions. With the "Meeting" module, agendas can be prepared together as a team, minutes can be taken in real time, and assigned tasks can be tracked from one meeting to the next.

### 3\. Prepare agendas collectively

Unproductive meetings are usually the result of poor preparation. The feature that changes the daily life of management and administration is, without a doubt, the collective preparation of meetings. With WEDO, each employee can complete the agenda to prepare their contributions in advance. It is also possible to share and add documents, for all the information that will be consulted in advance or presented during the meeting (PDF, Excel, Word, PowerPoint, etc.).

### 4\. Highlight decisions made during meetings

Meetings are often closed without having documented clearly made decisions or knowing the pending issues and their deadlines. With WEDO, it is very easy to document the decisions and delegate the associated tasks in a reliable way. The meeting minutes are always clearly organized so that the relevant information can be found immediately.

### 5\. Delegate tasks in meetings

It is possible to create tasks and delegate them immediately during the meeting. Thus, the employees involved will be operational as soon as the meeting is over. From one meeting to the next, WEDO keeps track of the tasks completed so that you can always keep an eye on the deadlines set.

### 6\. Transparent and simple communication on running tasks

The task manager integrated into the WEDO platform simplifies collaboration and communication. It is possible to comment on a task, to share information and exchange with the people involved in its completion. A notification system allows you to stay informed in case of changes or important information.

### 7\. Find information quickly

With the powerful search function integrated in WEDO, you can access the required information with just a few clicks. The search runs across the platform using keywords. In this way, users can find meeting minutes, important decisions, tasks and files that contain the keyword they are looking for.

## WEDO is the ideal tool for Schools and Faculties

WEDO is a tool that brings teams together by providing multiple opportunities to communicate and collaborate efficiently. By integrating our solution in many schools and faculties, we understand the educational sector's organizational challenges. Enhance collaboration within your institution with our features:

🗓️ Agenda preparation, real-time minute taking and tracking of delegated meeting tasks.

✅ Collaborative management of tasks through workspaces. 

▶️ Automation of workflows to improve the quality of internal processes.

![WEDO-education-2_EN.png](https://wedo-assets.sos-ch-gva-2.exo.io/WEDO_education_2_EN_d4dae7e484.png)

These customers have chosen WEDO to collaborate efficiently in their schools:

::button-secondary[Learn more about their testimonials]{link="/industries/education"}

Holding and tracking meetings, coordinating between departments, exchanging information and managing administration are daily challenges for the education sector. Learn how WEDO helps schools and academic institutions improve collaboration by optimizing their meeting and task management.

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