TrustRadius Insights
Sherpany is highly valued by users for its ability to streamline meeting processes and improve the efficiency of corporate governance. …
Overview
What is Sherpany?
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,…
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What is Sherpany?
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…
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Product Details
- About
- Competitors
- Tech Details
What is Sherpany?
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 General Data Protection Regulation (GDPR) and Swiss Standards of Data Protection, the meeting management software allows users to manage meetings and to access confidential information securely online and offline, from any PC, iPhone, iPad or Windows device.
Personalised onboarding and 24/7/365 availability are included in Sherpany’s customer service and each company is assigned to its own Customer Success Manager.
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 General Data Protection Regulation (GDPR) and Swiss Standards of Data Protection, the meeting management software allows users to manage meetings and to access confidential information securely online and offline, from any PC, iPhone, iPad or Windows device.
Personalised onboarding and 24/7/365 availability are included in Sherpany’s customer service and each company is assigned to its own Customer Success Manager.
Sherpany Features
- Supported: Meeting minutes
- Supported: Voting & electronic signatures
- Supported: Annotations
- Supported: Agenda builder
- Supported: Tasks & Decisions
- Supported: Collaboration
- Supported: Document management
- Supported: Presenter mode
- Supported: Video conferencing
Sherpany Screenshots
Sherpany Video
Sherpany is your ally for great meetings. With our meeting management software, all the details are taken care of, so you can focus on preparing yourself for the important moments. So, use Sherpany?
Sherpany Competitors
Sherpany Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS, Android |
| Supported Countries | Worldwide |
| Supported Languages | English / German / French / Italian / Portuguese |
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Reviews and Ratings
(8)
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
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Sherpany is highly valued by users for its ability to streamline meeting processes and improve the efficiency of corporate governance. Compared to other channels and platforms like SharePoint, users find it easier to locate information in Sherpany, making it a preferred option for distributing important documents among board members. With access to a comprehensive library function, board members can easily retrieve necessary information for decision-making. Sherpany is widely used by both C-Level executives and Senior Management across various organizations.
The software covers all aspects of organizing and conducting efficient meetings, from creating agendas to documenting outcomes. It also facilitates task and decision management, ensuring that actions are properly tracked and followed up on. Its paperless approach greatly reduces reliance on physical documents, contributing to a more sustainable meeting environment. Sherpany is highly regarded for its user-friendly interface and its ability to meet the specific requirements of busy board members before, during, and after meetings. Additionally, it has been successfully implemented in multiple board memberships and pension fund organizations, increasing overall efficiency and improving the quality of corporate governance practices. Overall, Sherpany proves indispensable in simplifying meeting preparation, organizing content, and providing easy access to essential information for effective decision-making.
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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.
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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.
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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.
High Pricing: Many users have expressed their dissatisfaction with the high pricing of Sherpany, especially for organizations looking to implement it on multiple managerial levels. They feel that the cost is not justified and find it expensive compared to its competitors.
Lack of Customization Options: Several reviewers have emphasized their need for more customization options in Sherpany. They believe that the platform should allow them to define security levels for individual access and enable the use of multiple labels per document, allowing for a more tailored experience.
Difficulty with Small Screens: Users have encountered difficulties when using Sherpany on smaller screens. They report that navigating and reading on such screens is tedious and lacks customization. Specifically, they mention challenges in navigating due to small letters, which negatively impacts their overall experience.
Attribute Ratings
Reviews
(1-8 of 8)Companies can't remove reviews or game the system. Here's why
January 11, 2022
Saves time and keep important document safe with Sherpany
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.
- 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.
- It would be great if Sherpany could automatically be upgraded.
November 02, 2021
I can hardly imagine how we could handle meetings efficiently today without Sherpany
Score 10 out of 10
Vetted Review
Verified User
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.
- 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
- 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.
October 31, 2019
Paperless Meetings
Score 9 out of 10
Vetted Review
Verified User
- It's used for the creation of the agenda and minutes.
- It's used by the board of directors, management and the construction commission.
- It's used primarily for paperless meetings.
- Documents can be provided promptly.
- You can access it from everywhere (online platform).
- Approval agenda items can already be voted in advance.
- View on smaller screens is tedious (no customization).
December 22, 2018
Time saving and productivity increasing tool
Score 9 out of 10
Vetted Review
Verified User
- Used for the meetings of the Board of Directors and also for the Executive Board.
- Easy to arrange for the pre-reading of the meetings, the updates of the business and the minutes of the meetings.
- It fits the requirements of busy members of the board ahead of the meeting, during the meeting and thereafter.
- The access to the various documents and the search of a particular statement or graphic is very efficient.
- The user may as she/he wishes to download and upload documents.
- The user is informed if updates of documents are available.
- As I like large letters to read I could not see the entire page and had in the first time difficulties in navigating around.
December 22, 2018
Perspective of a baord member
Score 10 out of 10
Vetted Review
Verified User
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.
- 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.
- An automated update process would be nice.
December 15, 2018
Make “paperless” reality
Score 10 out of 10
Vetted Review
Verified User
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.
- 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
- Possibility for private conversations between board members
May 03, 2018
Sherpany Review
Score 10 out of 10
Vetted Review
Verified User
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.
- 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
- Provide less new version of the app
February 20, 2018
Sherpany Boardroom Review
Score 8 out of 10
Vetted Review
Verified User
[It's] Only used for board of directors meetings and as a document library.
- Reliability
- Clear structure
- Easy to use
- 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?)