About Sherpany

Sherpany is a meeting solution designed to help medium and large businesses manage all aspects of leadership meetings, from scheduling to document sharing. Using the platform, executives can find relevant information via global search functionality and track history of various discussion topics.

Key features of Sherpany include calendar management, collaboration, member directory, minutes management, access controls/permissions, data security, approval process control, document indexing, and attendee management. Administrators can create meetings, securely share meeting materials with members, manage last-minute document updates, conduct quick search of past meetings & documents, as well as generate and distribute meeting minutes among participants.

Sherpany’s drag-and-drop interface allows teams to manage agendas, meetings, and documents whilst maintaining compliance with FINMA and GDPR regulations. Using topics, enterprises can get an overview of topics and projects to aid in decision making and improve operational efficiency. Sherpany enables staff members to access all meetings with the same login credentials, display documents & meetings offline, comment & highlight documents during meetings, vote on decisions through digital circular resolutions, and archive notes & files in a unified repository. It also offers customizable agenda templates, electronic signature capture, automated boardbook generation, and private annotation tools.

Devices

Business size

S M L

Markets

United States, United Kingdom

Supported Languages

English, French, German, Italian, Portuguese

Images

Sherpany meeting timeline
Sherpany meeting agenda
Sherpany annotation tools
Sherpany meeting agenda
Sherpany meeting agenda overview
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Sherpany video
Sherpany screenshot: Sherpany meeting timeline Sherpany screenshot: Sherpany meeting agenda Sherpany screenshot: Sherpany annotation tools Sherpany screenshot: Sherpany meeting agenda Sherpany screenshot: Sherpany meeting agenda overview

Features

Total features of Sherpany: 21

  • API
  • Access Control
  • Action Item Tracking
  • Approval Process Control
  • Archiving & Retention
  • Attendance Management
  • Audit Trail
  • Collaboration Tools
  • Compliance Management
  • Customizable Templates
  • Document Storage
  • Drag & Drop Interface
  • Electronic Signature Capture
  • Full Text Search
  • History Tracking
  • Meeting Management
  • Permission Management
  • Real Time Updates
  • Search Functionality
  • Single Sign On
  • Voting

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Reviews

Overall rating

4,7 /5
(62)
Value for Money
4,4/5
Features
4,5/5
Ease of Use
4,7/5
Customer Support
4,9/5

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Showing 5 reviews of 62
Gemma H.
Overall rating
  • Industry: Investment Banking
  • Company size: 201-500 Employees
  • Used Daily for 6-12 months
  • 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.

William B.
Overall rating
  • Industry: Packaging & Containers
  • Company size: 1 001-5 000 Employees
  • Used Weekly for 6-12 months
  • 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...

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.

Karel L.
Overall rating
  • 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.

Stefanie M.
Overall rating
  • Industry: Insurance
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Never again without Sherpany

Reviewed on 2019/03/08

Pros

It's just so much easier to organize meetings! It's done in a jiffy, there's no more waste of paper, you can work and prepare your meeting whenever and from wherever you want. It safes me so much time and all our board members swear on it.

Cons

There's absolutely nothing I don't like about it.

Verified Reviewer
Overall rating
  • Industry: Fund-Raising
  • Company size: 11-50 Employees
  • Used Daily for 1+ year
  • 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.

Showing 5 reviews of 62 Read all reviews

Sherpany FAQs

Below are some frequently asked questions for Sherpany.

Sherpany offers the following pricing plans:

  • Starting from: US$3 100,00/year
  • Pricing model: Subscription
  • Free Trial: Not Available

Sherpany pricing starts at $3100.00 per year.

Sherpany offers the following features:

  • Agenda management
  • Approval process management
  • Attendee management
  • Audit log
  • Automated compliant document archive
  • Automatic boardbook generation
  • Compliance management
  • Customizable agenda templates
  • Digital circular resolution
  • Document distribution
  • Drag-and-drop interface
  • Electronic signature
  • Global search
  • Invitation management
  • Materials management
  • Meeting management
  • Meeting preparation tools
  • Meeting scheduling
  • Member directory
  • Minutes management
  • Multiple board mandates access with a single login
  • Permissions management
  • Polls / voting
  • Post-meeting tools
  • Private annotation tools
  • Real-time access
  • Topic histories
  • Voting management

Sherpany has the following typical customers:

Large Enterprises, Mid Size Business

Sherpany supports the following languages:

English, French, German, Italian, Portuguese

Sherpany supports the following devices:

Android, iPhone, iPad

Sherpany integrates with the following applications:

Box, Dropbox Business, GoToMeeting, Google Workspace, Microsoft Outlook

Sherpany offers the following support options:

Phone Support, Online Support, FAQs

Related categories

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