Sherpany vs. SmartSuite

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

Independently Invited by TrustRadius

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It is best suited to be a google alternative for a google drive due to its multiple functions. Can add action items, upload multiple types of files and assign people responsibilities and tasks. It combines resource platform abilities with project management functionality in order to unite all your needs in one area.

• 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.

• SmartSuite is a good collaboration tool
• The capabilities of the platform are immense
• The customization features allow users to set up the report type and view it exactly as they want
• The choice of the fields to be used in the records and reports is really wide

• 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?)

• A little better home screen, which is already in the works!
• Better experience in the my work panel, which is also in the works already!

I have a great expereance

The product is usability friendly, easy to use, flexible and has all functions I need for my purposes

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

They have a great tutorial and a lot of hits during the work process

That's easy. Just try

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.

For our team, SmartSuite contains all features that we need. Before we use Asana, Trello and tried to use Airtable. But all of these management systems did not satisfy us. Then we started using SmartSuite, got to know all the possibilities and decided to switch to it

• 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.

• We have to spend less time on checking where the project is at
• We can have less PM's in the business
• Our clients are happier thus leading to more business