Sherpany Reviews

6 Ratings
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Score 8.5 out of 100

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Reviews (1-6 of 6)

Sabrina Pfister | TrustRadius Reviewer
October 31, 2019

Paperless Meetings

Score 9 out of 10
Vetted Review
Verified User
Review Source
  • 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).
Sherpany is well suited for all meetings in management or even for all sessions in general.
Read Sabrina Pfister's full review
Rolf Watter | TrustRadius Reviewer
December 22, 2018

Perspective of a baord member

Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
It works very well for the preparation of meetings and is also very helpful during a meeting when there is a need to check earlier decisions or presentations. Communication around the board table is also easier if everybody can check a document on his/her device (rather than having everybody stare at a screen in the front of a conference room).
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tis prager | TrustRadius Reviewer
December 22, 2018

Time saving and productivity increasing tool

Score 9 out of 10
Vetted Review
Verified User
Review Source
  • 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.
It is suitable when the user needs access to the various documents and the search of a particular statement or graphic is very efficient.
Read tis prager's full review
Pascal Niquille | TrustRadius Reviewer
December 15, 2018

Make “paperless” reality

Score 10 out of 10
Vetted Review
Verified User
Review Source
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
For all meetings on all levels
Read Pascal Niquille's full review
Marie Ferrari | TrustRadius Reviewer
May 03, 2018

Sherpany Review

Score 10 out of 10
Vetted Review
Verified User
Review Source
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
As an assistant, Sherpany is an excellent tool to organize a meeting, save time and allow me to be more proactive. I can also organize several meetings at the same time, it's really practical. For our board members, they can access securely and in real time all meetings and documents with one single login - even with multiple mandates.
Read Marie Ferrari's full review
Kurt Ledermann | TrustRadius Reviewer
February 20, 2018

Sherpany Boardroom Review

Score 8 out of 10
Vetted Review
Verified User
Review Source
[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?)
It is an excellent tool for distribution of documents to the board of directors. However, especially for larger documents, it is not easy to flip from one page to another or to compare two pages side by side. This usually takes more time than on "normal" paper. However, these restrictions are also driven by the limits of today's hardware.
Read Kurt Ledermann's full review

About Sherpany

Sherpany is the meeting management software designed for agile leaders and administrators. This software fosters paperless meetings, drives the focus on decision-making and it strives to turn meetings into true value creators for large and midsize enterprises.

Built in close collaboration with executives, directors, and corporate secretaries, Sherpany ensures 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 you to easily 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.
Categories:  Board Management

Sherpany Features

Has featureEasy management of meetings, agendas and documents via drag & drop
Has featureMultiple board mandates access using the same account
Has featureMulti-device support
Has featureFull control over the meeting management process
Has featureSimple and private annotation tools (notes, comments, highlights and free draw)
Has featurePermission management for meetings, documents and agenda items
Has featureBulk management of documents (labels, groups and security levels)
Has featureCustomisable agenda templates
Has featureBoardbook builder
Has featureGlobal search, to easily find what you need
Has featurePrivate library
Has featureControl over the visibility of members
Has featureCircular resolution & electronic signatures
Has featureOffline access
Has featureMulti-device and Online/Offline sync
Has featureSecure meeting notifications
Has featureNew members invitation & self registration
Has feature2 way authentication (SMS, fingerprint, face and sound recognition)
Has feature24/7 Support
Has featureRemote wiping of tablets
Has featureUpdate history
Has featureSealing of past meetings
Has featureMinutes management
Has featureAction tracking

Sherpany Screenshots

Sherpany Competitors

BoardPad, Diligent Boards, Board Intelligence


  • Has featureFree Trial Available?Yes
  • Does not have featureFree or Freemium Version Available?No
  • Has featurePremium Consulting/Integration Services Available?Yes
  • Entry-level set up fee?Required

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Sherpany Support Options

 Free VersionPaid Version
Live Chat
Video Tutorials / Webinar

Sherpany Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:Apple iOS
Supported Countries:Worldwide
Supported Languages: English / German / French / Italian / Portuguese