Boardable headquartered in Indianapolis offers their eponymous board portal and board management application.
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Sherpany
Score 9.8 out of 10
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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…
Boardable is definitely worth the cost. It’s extremely valuable and there are new tools and updates being released all the time. Their staff reaches out for feedback and is easy to reach. It is a great resource for managing our board meetings and being effective, supportive, and interactive for our Trustees. I never want to waste our board members' time and Boardable helps us deliver an outstanding and engaging board experience.
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.
Organize and execute Board & Committee meetings through the "Meetings" which allows you to build your agenda, attach documents, create minutes, and send out a summary of the meeting once completed.
Provide a very versatile Document Center where you can archive all types of documents for current and future use.
Polls, Tasks, & Decision-making features. These tools allow for broadcasting to members at large or to committees important information to be acted upon. It also keeps a record of responses.
Reports--this is an area we are just beginning to appreciate since it provides overviews of board member engagement and progress made within committees and the board at large.
People Directory--an invaluable tool for orienting new board members to current members as well as allowing for board members to contact each other.
Goal Setting: this is a tool we are just starting to use. It allows for the tracking of progress for board projects and/or fundraising.
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?)
Boardable provides ample videos, information, and support to enable new members to learn how to navigate the platform. However, not all members are motivated to learn a new software system. Lessons learned with onboarding new members is to do a Spotlight meeting with them that utilizes as many of the popular features our board uses so that they shorten their learning curve. As with anything new, "practice makes permanent!"
The main issue is this platform is designed and geared toward nonprofits vs. adapting a for-profit board portal. The second is the price point, while it has gone up significantly, is still in line with nonprofit budgets.
Much easier to annotate documents, better User Interface which makes it very easy to access material discussed in earlier Meetings; also very easy to navigate between different topics on the agenda.
The only negative thing I can see is that members can be victims of technostress and sometimes forget their password, how to find a document in a session. My role is to help them, reassure them and find a solution with them
The positive is that all our members are often members of several committees at once and instead of receiving folders with a ton of documents, which are often cumbersome and heavy, everything is on the IPads. They can also annotate their documents as they want.
