Sherpany Reviews

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80 Reviews
- Industry: Financial Services
- Company size: 201–500 Employees
- Used Monthly for 2+ years
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Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 9.0 /10
Susana G Smith
Reviewed on 2021/03/18
Pros
EASINESS OF USE
The display of the information is great
Really like the feature that allows to write comments on the documents
Cons
Would like to be able to write a note document from scratch for each meeting and not only to write notes in the meeting documents/papers
- Industry: Aviation & Aerospace
- Company size: 1,001–5,000 Employees
- Used Monthly for 2+ years
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Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Good experience with Sherpany
Reviewed on 2020/12/22
No need to send documents encrypted.
No need to send documents encrypted.
Pros
Sherpany makes it easy to share Agenda & Documents
Cons
Agenda:
BoD Members are in alphabetical order instead of function, until now not possible to change.
Possibility to list guest below BoD Members.
- Industry: Nonprofit Organization Management
- Company size: 11–50 Employees
- Used Weekly for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Great, with two minor flaws
Reviewed on 2020/04/15
so far it was easy to set up and work with. our board hasn`t used ut yet, so that will be still...
so far it was easy to set up and work with. our board hasn`t used ut yet, so that will be still interesting to see.
Pros
Easy to use. The handling is very sel explainatory, easy to figure out alone without any help from support.
Cons
That you cannot give a user different rights for different groups. Meaning the person should be editor in one group, but only a member in another.
Also you cannot add lunch as an agenda item without a number. so the agenda doesnt add a lunch of e.g. 30 mins...
- Industry: Pharmaceuticals
- Company size: 51–200 Employees
- Used Monthly for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Great communication platform enabling easy and eco-friendly communication with BoD
Reviewed on 2018/11/14
Reduces the need to print and send a Board package before each Board Meetings
Reduces the need to print and send a Board package before each Board Meetings
Pros
Continuous development
Ease of use
Supported by different platform (IOS, Windows, ...)
Cons
For non-frequent users the login procedure might be considered as cumbersome
- Industry: Banking
- Company size: 5,001–10,000 Employees
- Used Monthly for 1+ year
-
Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Very effective and user friendly
Reviewed on 2020/06/09
Excellent
Excellent
Pros
Easy to use. Everything well organised in a single spot. No issue in accessing
Cons
It would be nice to take notes directly on presentation
- Industry: Banking
- Company size: 5,001–10,000 Employees
- Used Weekly for 1-5 months
-
Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 10.0 /10
A great way to organise and maintain governance of formal meetings
Reviewed on 2020/11/10
A great tool which has significantly enhanced operational efficiency within a short period of time
A great tool which has significantly enhanced operational efficiency within a short period of time
Pros
Highly intuitive and easy to pick up with limited practice
Cons
Meeting book converts landscape documents to portrait which isn't ideal to display spreadsheet type data
- Industry: Banking
- Company size: 501–1,000 Employees
- Used Weekly for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Sherpany for Clientis Banken
Reviewed on 2018/12/10
Pros
Simple, versatile, user-friendly
Very good interaction with Sherpany App
Cons
Nothing
Sherpany optimally meets the requirements of a future-oriented boardroom
- Industry: Banking
- Company size: 1,001–5,000 Employees
- Used Weekly for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Go Sherpany
Reviewed on 2024/12/07
Useful in board meetings. One place to go: Sherpany.
Useful in board meetings. One place to go: Sherpany.
Pros
Completeness. Consistency of the approach.
Cons
Annotations and navigation between documents and meetings are not easy enough to cope with the strong pressure of meetings.
Response from Sherpany
Dear Eric, thank you for providing your review! We truly value your input and are committed to working towards meeting your needs.
- Industry: Electrical/Electronic Manufacturing
- Company size: 10,000+ Employees
- Used Monthly for 2+ years
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Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Outdated review
Reviewed on 2024/05/04
Pros
The practical handling of a large number of meetings; pieces of advice received from time to time as chairman of a meeting
Cons
Cannot remember any more as I have not used it for the last three years
- Industry: Packaging & Containers
- Company size: 1,001–5,000 Employees
- Used Weekly for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Sherpany
Reviewed on 2020/06/09
We introduced Sherpany because we were starting to have more board documents provided to non-executi...
We introduced Sherpany because we were starting to have more board documents provided to non-executive directors or advisors outside our IT system and wanted a secure and controlled format for sharing this type of sensitive information. We have found it has been popular with our executive directors, particularly those that are mobile across business locations or travel often, to cut down paper and have instant access to past meetings. We have rolled out the application within our business from the main board to subsidiary boards and executive management teams for the same reason. In general the product has been easily adopted with minimal training, which is if anything over provided.
Pros
The product is easy/ intuitive to use for the administrator - both to add users and to compile the meetings and board papers. We found this a significant improvement over the leading product in the UK/ Ireland public company market. From a user perspective it is very easy to use with minimal training and my non-executives who are users of Diligent etc have found it easy to adopt. From an executive perspective the most useful features of the application are to have instant access to a past meetings in one place. The ability to create within the one board portal different user groups and document security levels is helpful and allows for greater participation in the wider organisation. I found the security offering to be better and the software performance to be more robust than other modern applications of similar ease of use/ flexibility.
Cons
The software has few deficiencies compared to the rival software in the market. The inability to manually rotate individual image pages within the user application is sometimes frustrating.
- Industry: Packaging & Containers
- Company size: 5,001–10,000 Employees
- Used Monthly for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
xx
Reviewed on 2022/03/10
Very happy customer
Very happy customer
Pros
Excellent support 24/7 and they really follow up and very user-friendly
Cons
Last minute changes are tricky as if you delete a document after publishing the participants will lose the notes they made
- Industry: Fund-Raising
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Meetings made easy
Reviewed on 2020/05/20
Pros
I used the software in a previous job and I really miss the simplicity with which meetings could be organised. Sharing the files through the app would reduce the number of emails that had to be sent and would give the possibility to have all the relevant documents in one safe place when needed. It also helped to have shorter and more efficient meetings.
Cons
I don't have anything to report, the team is always working on improving the app.
- Industry: Investment Banking
- Company size: 201–500 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Sherpany review
Reviewed on 2020/12/29
I've been a really happy user of Sherpany, and my Account Manager has been super helpful in getting...
I've been a really happy user of Sherpany, and my Account Manager has been super helpful in getting me set up and answering all my questions.
Pros
I like the ability to have all meetings in one place and to be able to toggle between meetings quickly and easily. Have the agenda and minutes in one place reduces my admin time.
Cons
There are a couple of improvements to the meeting minutes(i) I find the formatting quite "clunky" and it doesn't look as professional as if the narrative had been typed in Word (ii) I would like the ability to print meeting minutes before I publish to the audience.
Alternatives Considered
Board IntelligenceReasons for Switching to Sherpany
Sherpany was felt to be more of a European product and less focused on the UK. The European support centre was also a strong benefit.- Industry: Management Consulting
- Company size: 11–50 Employees
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Sherpany allows me to implement faster
Reviewed on 2020/05/11
It has been a good experience. The implementation and onboarding were easy and everyone adapted...
It has been a good experience. The implementation and onboarding were easy and everyone adapted quickly. The tool is intuitive and helps to reinforce good meeting behaviours.
Customer service is really excellent on the few occasions I needed it.
Pros
The platform provides us with structure and meeting discipline. As a result decisions are made faster, discussions are more focused and we implement better.
The tasks and decisions feature is amazing. It allows me to see all the decisions that came out of a meeting, what are the next tasks and who is responsible. This way we keep our focus and execute our projects much faster.
Cons
So far there is nothing to report. The app has great performance.
- Industry: Mechanical or Industrial Engineering
- Company size: 10,000+ Employees
- Used Weekly for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Xxxx
Reviewed on 2022/04/08
Overall very positive experience
Overall very positive experience
Pros
Ease of handling -saving of notes
Easy reference to library
Cons
There is really nothing at this point in time which could make the tool for my personal use more effective
- Industry: Investment Banking
- Company size: 51–200 Employees
- Used Weekly for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 1.0 /10
Not worth it
Reviewed on 2022/10/12
Pros
Not much. The design looks ok at the beginning.
Cons
Too complicated and expensive. No training given.
Response from Sherpany
Dear Mr. Roger L.,
Thank you for your feedback. We are sorry that the experience did not meet your expectations. We would like to ask you for an opportunity to change this in the near future.
If this is possible for you, we would kindly ask you to contact us at [email protected], so that we can schedule a conversation to have a better understanding of your comments and define how we can address the points mentioned.
Best regards,
The Sherpany team
- Industry: Hospital & Health Care
- Company size: 201–500 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
KSM-view
Reviewed on 2019/04/30
in general perfect tool to work in Sessions without paper, very flexibel, you can use it everywhere...
in general perfect tool to work in Sessions without paper, very flexibel, you can use it everywhere and you have all of your important docs with you ..... just great ....
Pros
intuitive user interface, self explanatory, almost zero training, new user can start immediately .....
Cons
not enough possibilities in the "Library" for creating folders, filters or other options to create "hierarchies"
- Industry: Information Technology & Services
- Company size: 51–200 Employees
- Used Monthly for 1+ year
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Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Boardroom for governance
Reviewed on 2019/03/29
We use Sherpany to share documents with the administrators of the company and to inform them about...
We use Sherpany to share documents with the administrators of the company and to inform them about the agenda of the next meeting and the attached documents related to it. It reduces the number of emails and centralize all relevant documents in a place.
Pros
The functionnalities that are available for organizing meetings. It is very easy to create a new agenda or to copy an old one. The documents can be attached to selected points of a meeting or saved in the common library as wanted. The new functionnality allowing to indicate if the agenda is not yet confirmed or approuved is really useful. The fact that we can access to the plateform from a cumputer or a tablet is convenient.
Cons
The field to notify the attendees is not really useful as the text is written in a line.
The fact that there is no field to attach the meeting minutes to the meeting (or only by adding a point to the agenda).
The notes added to a specific point of the agenda aren't displayed in the generated PDF.
The notification from Sherpany of maintenance of the products.
- Industry: Financial Services
- Company size: 5,001–10,000 Employees
- Used Weekly for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Easy to use
Reviewed on 2022/03/18
the board members like the sistem because it's easy to use and they're free to consult the agenda...
the board members like the sistem because it's easy to use and they're free to consult the agenda everywhere at any time.
Pros
it's very easy to use, it permits to create and manage board meeting also for people who are not so able to use internet and technologic devices.
Cons
It has to improve the quality and type of document you can use and upload.
- Industry: Transportation/Trucking/Railroad
- Company size: 10,000+ Employees
- Used Monthly for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Jessica's Review
Reviewed on 2022/03/14
Pros
It is a SAAS tool, with all its advantages. User support is very reactive, application maintenance are communicated and well done.
The product innovation/evolution's pages are well done.
Cons
We don't have a real efficient admin console with several reports and KPIs on the use of the different functions of the tool (the current admin console with Members, reports and invoices is existing but is very poor).

- Company size: 201–500 Employees
- Used Weekly for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
I use the platform for the board of directors of my company.
Reviewed on 2018/06/01
Pros
The platform is simple to take in hand. She is very stable. Confidentiality is absolute. The Sherpany team is very efficient and friendly.
Cons
In my opinion, it misses an integrated messaging system to communicate with all the members of the board.
- Industry: Automotive
- Company size: 1,001–5,000 Employees
- Used Weekly for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Review -Sherpany
Reviewed on 2019/11/27
Pros
Easy access to the system.
Availability of data at any time and from any place of the world.
And another important benefit: Sherpany is easy to handle.
Cons
There are no cons.
Sherpany is open to customer requests and continuously works on implementing new features.
- Industry: Chemicals
- Company size: 10,000+ Employees
- Used Weekly for 2+ years
-
Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 9.0 /10
Meeting optimized and organized
Reviewed on 2022/05/03
Pros
Meeting organization and finding of contents
Cons
Repeated signs of unread contents after new access
- Industry: Government Relations
- Company size: 5,001–10,000 Employees
- Used Monthly for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Excellent Platform ! Makes all the administrative work around meeting look so easy
Reviewed on 2020/12/13
using Sherpany has made our board meetings effortless among administrative tasks. The platform is...
using Sherpany has made our board meetings effortless among administrative tasks. The platform is easy to use and versatile. i would highly recommend it across various types of organizations
Pros
Its ease of use, savings in time and sharing capabilities.
Cons
Search capabilities and certain navigation options
- Industry: International Trade & Development
- Company size: 5,001–10,000 Employees
- Used Weekly for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Great and innovative software
Reviewed on 2019/12/18
Pros
easy access and 7/24 availability from any location for editing and use, high degree of flexibility
Cons
no negative observations. Frequent updates and improvement appreciated