Diligent Boards vs. Sherpany

I'm pretty sure I've given a description of this in one of my prior answers, but I would like to give a further note of my example that this is well suited for board pack production for our board meetings, specifically in relation to the PLC board meetings we hold regularly within the company function.

Incentivized

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.

Incentivized

• Customer service is great. if any of the built resources are not sufficient to resolve a challenge, reaching out to Diligent, there is always someone ready to assist till a challenge is resolved
• Assistance is readily available at any given time
• Diligent is progressive, always creating ways to ease how we do work

Incentivized

• 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.

• not so easy to handle access when we have to arrange a specific, non-standard set up of access: sometimes we have to limit the access to one or few of the members of a particular book
• calendar function will be useful, but it is an additional cost
• flexible view options: vertical vs. horizontal

Incentivized

• 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?)

We find the Boards portal to be an effective tool for our board meeting documents. It is user friendly and allows for amendments, additions as needed without compromising documents that have already been uploaded. Additionally, our Board members are comfortable with the platform and confident in their ability to navigate it.

Incentivized

Because it is extremely user friendly and you don't have to be a technical genius to use the product

Incentivized

Great service!

Quick service, specially on loading.

The turnaround time is great, and the customer support team usually resolves queries in one go. However, customer support can improve by suggesting additional helpful activities to improve user experience, rather than limiting it to the specific requests made. Overall, it has been a positive experience with the customer support team.

Incentivized

They're good when needed. Sherpany offers a much more efficient way of working

The training was executed through a Deligent meber.

The training offerings are much better than they used to be 5 years ago. Kudos to that!

Incentivized

We have reviewed all credible products in the market as we prepare to exit our diligent relationship. Although some products were stronger than others, I would have chosen any one of them over Diligent. They are all lower cost and better.

Incentivized

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.

It is really worth it.

• Diligent has improved the time spent on training new board members as the app is user-friendly and self-explanatory, especially for IT-savvy Directors.
• The app has cut down the cost of sending notifications to directors on material added on the app, as directors automatically receive notifications as soon as material is available.

Incentivized

• 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.