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Sherpany

Score9.8 out of 10

8 Reviews and Ratings

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What is Sherpany?

Sherpany is a meeting management software designed for leaders and administrators. This software fosters paperless meetings, drives the focus on decision-making and strives to turn meetings into true value creators for large and midsize enterprises.

Built-in close collaboration with executives, directors, and corporate secretaries, Sherpany aims to ensure an impeccable user experience throughout the entire meeting process.

Compliant with EU General Data Protection Regulation (GDPR) and Swiss Standards of Data Protection, the meeting management software allows users to manage meetings and to access confidential information securely online and offline, from any PC, iPhone, iPad or Windows device.

Personalised onboarding and 24/7/365 availability are included in Sherpany’s customer service and each company is assigned to its own Customer Success Manager.

Categories & Use Cases

Media

Screenshot of Sherpany's desktop meeting interface.
Screenshot of a strategic voting session.
Screenshot of Sherpany, as it appears on desktop, mobile and tablet devices.
Screenshot of meeting minutes.
Screenshot of Sherpany's mobile voting feature.

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Screenshot of Sherpany's desktop meeting interface.

Reviews

What users are saying about Sherpany.
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Saves time and keep important document safe with Sherpany

Incentivized
Isha SinhaView profile
Cloud Ops Engineer in Information Technology at Accenture in India (10,001+ employees employees)

Use Cases and Deployment Scope

All my documents are in Sherpany so it’s easier for me to find the information I need instead of using channels and SharePoint. And all the board and management team uses it.

Pros

  • Don’t have to worry about security.
  • Everyone has access to the latest version of the documents.
  • The approval and distribution of minutes are also simplified.

Cons

  • It would be great if Sherpany could automatically be upgraded.

Most Important Features

  • The double-stage authentication system.
  • Great improvement in the access to documents from previous encounters.

Return on Investment

  • It helps me record the minutes in a pre-filled framework and to send them for approval.

I can hardly imagine how we could handle meetings efficiently today without Sherpany

Adrian EscherView profile
Partner, Chairman of the Board of Directors in Corporate at KENDRIS AG (51-200 employees employees)

Pros

  • It helps to streamline our entire decision making process, from strategy to managing tasks
  • It greatly supports to align all members of the board, EC and other senior functions ahead, during and after a meeting
  • it simplifies the preparation of meetings, distributions of meeting documentation with a very convenient off-line function to enable during flights and travel works and meeting preparations

Cons

  • pricing, particularly if an organization would like to roll-out Sherpany on all managerial levels, investment in Sherpany is compared to its peers at upper level.

Most Important Features

  • Meeting preparation, distribution of meeting documentation
  • Meeting management combining virtual and physical meetings
  • Alignment of members of board room from strategy process to decisions taken at level of operations

Return on Investment

  • significant impact on digital transformation of firm and enhancement of corporate governance
  • significant contribution to reduce meeting time
  • much better aligned members of respective committees and boards, contributing towards better informed decisions

Paperless Meetings

Sabrina PfisterView profile
Direktionsassistentin in Finance and Accounting at Kantonsspital Baden AG (1001-5000 employees employees)

Pros

  • Documents can be provided promptly.
  • You can access it from everywhere (online platform).
  • Approval agenda items can already be voted in advance.

Cons

  • View on smaller screens is tedious (no customization).

Return on Investment

  • More efficient preparation of meetings.
  • Environmentally friendly (less paper).

Perspective of a baord member

Rolf WatterView profile
Board member, Chairman in Corporate at PostFinance (1001-5000 employees employees)

Pros

  • It makes preparation for a board meeting very easy.
  • It allows us to easily retrieve data from earlier meetings.
  • It helps me to keep track of important information.
  • It avoids the need (and burden) to carry around paper binders.

Cons

  • An automated update process would be nice.

Return on Investment

  • It cannot be measured in terms of ROI, but the saving in time and the fact that discussions in meetings get more focused provides obvious value.

Alternatives Considered

Diligent Boards

Time saving and productivity increasing tool

tis pragerView profile
rechtsanwalt at Prager Dreifuss (10,001+ employees employees)

Pros

  • The access to the various documents and the search of a particular statement or graphic is very efficient.
  • The user may as she/he wishes to download and upload documents.
  • The user is informed if updates of documents are available.

Cons

  • As I like large letters to read I could not see the entire page and had in the first time difficulties in navigating around.

Return on Investment

  • Management and Board of Directors save a lot of time.
  • Less paper, less of a mess.
  • Better quality of the meetings as everybody is on the same page and is able to quickly compare pieces of information with other statements or previous documents.

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