SherpanyUsed by 81% Professionals

Sherpany Reviews

Paid

3.5

/5

(Alternatives.co rating)
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  • Large Enterprises
  • Small Businesses

Sherpany is a meeting management solution that helps in setting up, running, and managing meetings. The platform helps executives to streamline the entire meeting process to achieve business goals faster than ever, besides powering in the execution of strategic decisions, all backed within a secure environment.

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Alternatives.co has rated
Sherpany
4.6
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  • 4.3
  • 4.8
  • 4.6
G2
4.3
Top Comments by G2
Positive Comments
  • William B.Accountant
    Review
    4.0

    Sherpany is a very solid platform that offers reliability and consistent design. It makes organizing meetings is so much simpler, so every time you want and from anywhere you are you can set and plan your session. 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. Sherpany eliminates the need for paper binders, something we were looking for in software. My favorite thing is the double-stage authentication system, as it offers a better approach to the markets. Since I like to read large letters, I couldn't see the full page and had problems to navigate around the first time. Also, to connect with all board members lacks an advanced message system. Sherpany is an outstanding resource for planning a conference and saving time. It is really helpful to make you more constructive. This the best software that renders an office paperless, which means there are fewer documents, less clutter, and fewer sheets. However, Sherpany's boundaries are also guided by your current hardware's limits. We use Sherpany as a media distribution platform between the members of the board of directors. There has been a great improvement in the access to documents from previous encounters and basic information since we started using Sherpany because the number of e-mails is reduced and all the relevant documentation centralized. In all ways possible, Sherpany keeps the goods preserved.

  • Annaliese B.Finance Specialist
    Review
    4.0

    Sherpany helps us to retrieve information from previous meetings quickly. The scheduling for conferences and the delivery of pre-read content were easier and way faster than with that old paper method. Technology is more than that, as it allows directs BoD and the individuals who are involved with this tool to make the whole systems more faster, better and effective. The only thing I notice is that people can be perpetrators of technostress and occasionally forget their password to find a report in a meeting. Also, it would be great if Sherpany could automatically be upgraded. However, these are some minor things I don't like about Sherpany and are not too serious. Sherpany can be used for users that want to have access to different records, as it is extremely efficient to scan the specific statement or map. Nevertheless, it is not convenient to go from page to page and contrast two pages next to each other with larger files. The tedious and lengthy method of scanning and sharing files has been omitted in my company thanks to Sherpany. This simplifies and speeds up conferences planning and scheduling and through the paperwork. We no longer use paper and all of our leaders are very delighted with this approach. As every member of our committee also belongs concurrently to many committees instead of getting several files, which often are burdensome and bulky, everything occurs on the IPads.

  • Arnav A.Financial Analyst
    Review
    4.0

    Sherpany allows us to hold important files from years earlier so that we can still have available Information for every representative in the same period. In the case of edition, the client will be notified if modified documents are accessible if he chooses to access and submit documents, which makes it great to follow up vital information. New version updates should be announced in time, and the effect on current boardrooms should be taken into account in more depth. Also, they should change the way to inform the participants, as the message is entered in a line and is sometimes hard to read. When it comes to pricing, Sherpany is an expensive product. Sherpany is the tool you need if you want to keep important documentation safe. It is also good for every stage conference, as it makes the interaction around the Meeting table simpler as anyone can scan a file on their computer, instead of everyone staring at a display in front of a meeting room. For the whole of the Company, we use Sherpany to keep important documentation safely in a central location. Also, we use Sherpany Boardroom to conduct conferences, where the news of the organization and the notes of the sessions can be read quickly. For all Board Members, the main benefit we get from Sherpany is that the documentation is often ready for working in paperless sessions, which makes it so flexible, you could use it anywhere.

Negative Comments
  • William B.Accountant
    Review
    4.0

    Sherpany is a very solid platform that offers reliability and consistent design. It makes organizing meetings is so much simpler, so every time you want and from anywhere you are you can set and plan your session. 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. Sherpany eliminates the need for paper binders, something we were looking for in software. My favorite thing is the double-stage authentication system, as it offers a better approach to the markets. Since I like to read large letters, I couldn't see the full page and had problems to navigate around the first time. Also, to connect with all board members lacks an advanced message system. Sherpany is an outstanding resource for planning a conference and saving time. It is really helpful to make you more constructive. This the best software that renders an office paperless, which means there are fewer documents, less clutter, and fewer sheets. However, Sherpany's boundaries are also guided by your current hardware's limits. We use Sherpany as a media distribution platform between the members of the board of directors. There has been a great improvement in the access to documents from previous encounters and basic information since we started using Sherpany because the number of e-mails is reduced and all the relevant documentation centralized. In all ways possible, Sherpany keeps the goods preserved.

  • Annaliese B.Finance Specialist
    Review
    4.0

    Sherpany helps us to retrieve information from previous meetings quickly. The scheduling for conferences and the delivery of pre-read content were easier and way faster than with that old paper method. Technology is more than that, as it allows directs BoD and the individuals who are involved with this tool to make the whole systems more faster, better and effective. The only thing I notice is that people can be perpetrators of technostress and occasionally forget their password to find a report in a meeting. Also, it would be great if Sherpany could automatically be upgraded. However, these are some minor things I don't like about Sherpany and are not too serious. Sherpany can be used for users that want to have access to different records, as it is extremely efficient to scan the specific statement or map. Nevertheless, it is not convenient to go from page to page and contrast two pages next to each other with larger files. The tedious and lengthy method of scanning and sharing files has been omitted in my company thanks to Sherpany. This simplifies and speeds up conferences planning and scheduling and through the paperwork. We no longer use paper and all of our leaders are very delighted with this approach. As every member of our committee also belongs concurrently to many committees instead of getting several files, which often are burdensome and bulky, everything occurs on the IPads.

  • Arnav A.Financial Analyst
    Review
    4.0

    Sherpany allows us to hold important files from years earlier so that we can still have available Information for every representative in the same period. In the case of edition, the client will be notified if modified documents are accessible if he chooses to access and submit documents, which makes it great to follow up vital information. New version updates should be announced in time, and the effect on current boardrooms should be taken into account in more depth. Also, they should change the way to inform the participants, as the message is entered in a line and is sometimes hard to read. When it comes to pricing, Sherpany is an expensive product. Sherpany is the tool you need if you want to keep important documentation safe. It is also good for every stage conference, as it makes the interaction around the Meeting table simpler as anyone can scan a file on their computer, instead of everyone staring at a display in front of a meeting room. For the whole of the Company, we use Sherpany to keep important documentation safely in a central location. Also, we use Sherpany Boardroom to conduct conferences, where the news of the organization and the notes of the sessions can be read quickly. For all Board Members, the main benefit we get from Sherpany is that the documentation is often ready for working in paperless sessions, which makes it so flexible, you could use it anywhere.

Trustradius
4.8
Top Comments by Trustradius
Positive Comments
  • Adrian EscherPartner, Chairman of the Board of Directors
    Review
    5.0

    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.
    First class meeting management solution to cover all needs of a professional Board, EC and Senior Management. Due to pricing structure less appropriate to roll it out across entire company to include middle and lower management, too.
    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.

  • Marie FerrariExecutive Assistant
    Review
    5.0

    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.
    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.
    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

  • Kurt LedermannCFO
    Review
    4.0

    We had our own app programmed in the past.
    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.
    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?)

Negative Comments
  • Adrian EscherPartner, Chairman of the Board of Directors
    Review
    5.0

    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.
    First class meeting management solution to cover all needs of a professional Board, EC and Senior Management. Due to pricing structure less appropriate to roll it out across entire company to include middle and lower management, too.
    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.

  • Marie FerrariExecutive Assistant
    Review
    5.0

    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.
    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.
    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

  • Kurt LedermannCFO
    Review
    4.0

    We had our own app programmed in the past.
    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.
    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?)

Capterra
4.6
Top Comments by Capterra
Comments
  • William B.Chief Executive
    Review
    5.0

    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.
    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.
    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.

  • Adrian E.Dipl. Treuhandexperte, TEP/Dip(ITM)
    Review
    5.0

    Der Gesamteindruck ist sehr gut. Die Software ist ausserordentlich stabil, auch im Offline Modus berall nutzbar. Sehr intelligent gelste und sichere Authentizierungsmethode, starke Performance und hohe Zugriffsgeschwindigkeit.
    Die Nutzung der Software ist sehr bedienerfreundlich. Sie untersttzt mich jederzeit den berblick ber die verschiedenen Sitzungen des Tages, der Woche oder des Monats zu behalten und mich, wo immer ich bin, sehr effizient auf eine Sitzung vorzubereiten. Sherpany liefert einen wichtigen Beitrag in der digitalen Transformation unserer Management- und Sitzungsprozesse. In Verbindung mit gngigen Video Konferenzlsungen untersttzt die Software jede Kombination von Prsenz- und virtueller Sitzung. Jeder Teilnehmer fhrt via Sherpany durch seine Traktanden ungeachtet seines Standortes.
    Es gibt nichts, was mir am wenigsten an dieser Software missfllt. Heute nutzen wir die Software auf Stufe VR und GL und in diversen Kundenmandaten. Das heutige Lizenzmodell (Kosten) verhindert zur Zeit noch eine breitere Nutzung der Software auf weiteren Kaderstufen oder Management Committees (2 und 3 Fhrungsebene, Fachgremien etc.)

  • Karel L.Partner
    Review
    5.0

    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.
    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.
    So far there is nothing to report. The app has great performance.

  • Mirjam N.Direktionsassistentin
    Review
    5.0

    Ein sehr gutes Programm, auf das wir nicht mehr verzichten mchten.
    Die Organisation und Durchfhrung von Sitzungen auf Stufe Verwaltungsrat via Online-Toll Sherpany ist sehr effizient, sehr benutzerfreundlich und auch fr die Administratorin ein grosser Mehrwert. Die User schtzen die bersichtliche Gestaltung des Programmes, die einfache Bedienung und die Mglichkeit, jederzeit auf alle Unterlagen zugreifen zu knnen. Und nicht zuletzt das papierlose Arbeiten.
    Wir nutzen die Software schon einige Jahre. Die stetigen Anpassungen/Optimierungen haben am Ende jeweils zu Verbesserungen gefhrt, waren aber auch zeitweise recht mhsam fr den Benutzer resp. Administrator.

  • Gemma H.Chief of Staff
    Review
    5.0

    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.
    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.
    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.

  • Bruno G.Verwaltungsrat
    Review
    5.0

    Alle Dokumente sind digital vorhanden und abgelegt = Sitzungsordner sind nicht mehr ntig. Hohes Mass an Sicherheit, da der Output gesteuert werden kann. Zugriff ist unabhngig von Ort und Gert. Pushmglichkeit bei Kommentaren
    Wnschenswert: Formatzulassung als Word fr Privatbibliothek. Synchronisationsmglichkeit von Dokumenten in der Privatbibliothek mit eigenem Rechner. Chatmglichkeit mit nur einem ausgewhlten Teil der Sitzungsmitglieder.