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.
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.
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.
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).
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
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.
[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.