Diligent Boards vs. Sherpany

Diligent is pricey, so it is suitable for large-size organizations with sufficient funding. Universities and colleges would be good clients. Diligent is not suitable for small organizations or not-for-profit organizations due to the pricing. There are other options to distribute and share documents, such as Google format, so I think pricing is the key to expand the market for Diligent.

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

• Diligent Boards outlines each meeting and agenda really well making navigating a meeting easy to do.
• Diligent Boards has a great Resource Center that allows the filing of materials that can be viewed by all users after Board and Committee meetings to easily access Policies, Charters, Appointments, etc.
• Diligent Boards is so easy to use and intuitive for first time users.

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.

• I am using one click, it would be nice to see what board members see
• I mentioned before I would like to be able to sort documents by various parameters like importance, date, type
• Talking to other assistance i find that everyone knows something different about quicker ways to load, maybe a weekly/monthly tip would be beneficial.

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.

As previously stated, I applaud how effective the customer service team was during the onboarding process. They communicated effectively and offered around-the-clock assistance. The training sessions are also useful and allow you to learn at your own pace. They are also willing to set up time to discuss any concerns.

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

While they can be more expensive than other providers. Their product just stands head and tall above the rest. It would be hard to convince our board to move away from Diligent. They are also continuously updating, improving and offering new features and gives the customer opportunities to provide feedback.

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.

• Ease of dissmeniation and administration of packages (errors can be easily corrected)
• Directors can read packages from anywhere in the world at any time. It makes prep for Dircetors a lot easier
• Keeping records of meetings, doing searches for information has become easier and less time consuming

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.