Sherpany Reviews & Insights

Score9.8 out of 10

8 Reviews and Ratings

Community insights

TrustRadius Insights for Sherpany are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Enhanced Security: Several users have praised the document management system for providing a high level of security, ensuring that all documents are kept confidential and protecting against unauthorized access. This feature has been appreciated by many reviewers who value the peace of mind it brings.
Time-saving Automation: Many users have expressed their appreciation for the simplified process of approving and distributing meeting minutes offered by the document management system. By automating this task, it saves time and effort for users, allowing them to focus on other important aspects of preparing for a board meeting.
Efficient Data Retrieval: Reviewers have found the document management system highly efficient in retrieving data from earlier meetings. This functionality enables easy access and review of past meeting information, empowering users to make well-informed decisions and track important details effectively.

Reviews

8 Reviews

Saves time and keep important document safe with Sherpany

Rating: 10 out of 10

Incentivized

January 11, 2022

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.

Likelihood to Recommend

Sherpany helps us to retrieve information from previous meetings quickly. Participants for conferences can be contacted and their records can be viewed every time, wherever, and whether they are provided by the data they collect.

Isha Sinha

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

Vetted Review

1 year of experience

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

Rating: 10 out of 10

November 2, 2021

Use Cases and Deployment Scope

We use Sherpany both on C-Level as well as Senior Management across the whole firm. It covers all our needs to organize and conduct efficient meetings, document their outcome, management of resulting tasks and decisions and providing useful information through its library function. I introduced Sherpany in several of my active board memberships, to increase efficiency of Board Meetings and quality of corporate governance of companies concerned.

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.

Likelihood to Recommend

First class meeting management solution to cover all needs of a professional Board, EC and Senior Management. Due to pricing structure less appropriate to roll it out across entire company to include middle and lower management, too.

Adrian Escher

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

Vetted Review

4 years of experience

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Paperless Meetings

Rating: 9 out of 10

October 31, 2019

Use Cases and Deployment Scope

It's used for the creation of the agenda and minutes.
It's used by the board of directors, management and the construction commission.
It's used primarily for paperless meetings.

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).

Likelihood to Recommend

Sherpany is well suited for all meetings in management or even for all sessions in general.

Sabrina Pfister

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

Vetted Review

3 years of experience

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Time saving and productivity increasing tool

Rating: 9 out of 10

December 22, 2018

Use Cases and Deployment Scope

Used for the meetings of the Board of Directors and also for the Executive Board.
Easy to arrange for the pre-reading of the meetings, the updates of the business and the minutes of the meetings.
It fits the requirements of busy members of the board ahead of the meeting, during the meeting and thereafter.

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.

Likelihood to Recommend

It is suitable when the user needs access to the various documents and the search of a particular statement or graphic is very efficient.

tis prager

rechtsanwalt at Prager Dreifuss (10,001+ employees)

Vetted Review

4 years of experience

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Perspective of a baord member

Rating: 10 out of 10

December 22, 2018

Use Cases and Deployment Scope

We use Sherpany as a meeting platform and as an information distribution system among board members. We also use it to give board members access to important documents.

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.

Likelihood to Recommend

It works very well for the preparation of meetings and is also very helpful during a meeting when there is a need to check earlier decisions or presentations. Communication around the board table is also easier if everybody can check a document on his/her device (rather than having everybody stare at a screen in the front of a conference room).

Rolf Watter

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

Vetted Review

6 years of experience

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Make “paperless” reality

Rating: 10 out of 10

December 15, 2018

Use Cases and Deployment Scope

Sherpany is used on the board level and for the pension fund organization. It makes the preparation and organization of meetings much easier and quicker and reduces paper. The main advantage for all board members is that documents are always ready and available.

Pros

Store important documents safe in a central place
Keep all important documents, even from years ago, always available
Inform every member at the same time

Cons

Possibility for private conversations between board members

Likelihood to Recommend

For all meetings on all levels

Pascal Niquille

CEO at Zuger Kantonalbank (201-500 employees)

Vetted Review

3 years of experience

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Sherpany Review

Rating: 10 out of 10

May 3, 2018

Use Cases and Deployment Scope

We use Sherpany Boardroom for all the Bank (Executive Committee, Committee of the Board, Board of Directors, Audit Committee, Credit Committee and two more committees). We count, for the moment, 53 users in the Bank and it's just the beginning! We don't use any paper anymore and all our members are very happy with this solution.

Pros

Preparing meetings and providing pre-read material is simpler and less time consuming than the old-fashioned paper-based approach
Flexibility is increased as it is easier to amend, change, add or update documents
The meetings’ participants can be reached and they can access their files anytime, anywhere and one can monitor whether the information aimed at them actually reached them
User-Friendly

Cons

Provide less new version of the app

Likelihood to Recommend

As an assistant, Sherpany is an excellent tool to organize a meeting, save time and allow me to be more proactive. I can also organize several meetings at the same time, it's really practical. For our board members, they can access securely and in real time all meetings and documents with one single login - even with multiple mandates.

Marie Ferrari

Executive Assistant in Corporate at UBP - Union Bancaire Privée (1001-5000 employees)

Vetted Review

2 years of experience

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Sherpany Boardroom Review

Rating: 8 out of 10

February 20, 2018

Use Cases and Deployment Scope

[It's] Only used for board of directors meetings and as a document library.

Pros

Reliability
Clear structure
Easy to use

Cons

Changes with new versions should be well communicated in advance and consider in more detail the impact on existing boardrooms
Too expensive
Generally, more possibilities for customizing e.g. it should be possible to define security levels for access individually (why do I have to retype my email every time I synchronize?) or it should be up to the users whether and how they want to use labels (why can I only have one label per document?)

Likelihood to Recommend

It is an excellent tool for distribution of documents to the board of directors. However, especially for larger documents, it is not easy to flip from one page to another or to compare two pages side by side. This usually takes more time than on "normal" paper. However, these restrictions are also driven by the limits of today's hardware.

Kurt Ledermann

CFO in Finance and Accounting at Schaffner Holding AG (1001-5000 employees)

Vetted Review

4 years of experience

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