# Sherpany Reviews **Vendor:** Datasite **Category:** [Meeting Management Software](https://www.g2.com/categories/meeting-management) **Average Rating:** 4.3/5.0 **Total Reviews:** 5 ## About Sherpany Sherpany is the leading Swiss meeting management solution, designed to meet the unique needs of Board, Board Committee, and Executive meetings. Trusted by Europe’s top companies, Sherpany boosts meeting productivity by 45%, streamlining the entire process — from meeting preparation to the distribution of digitally signed meeting minutes and action items. We prioritise security and compliance, with a robust FINMA-approved and ISO270001-certified solution that centralises and ensures appropriate access controls of your data. In addition to the web-based Sherpany platform, which is accessible through a web browser, we offer native apps for iOS, Windows, and Android, providing convenient access to our meeting management solution across different devices. Our SaaS-based software, coupled with our meeting education and other complementary services, transforms your company's meeting culture and ensures excellent meetings. Sherpany has developed a comprehensive meeting management framework for Meeting Leaders, built on evidence-based best practices. Sherpany meeting management solution aligns with these practices to facilitate productive meetings. With over 20k+ leaders having already improved their meeting productivity through Sherpany, we have become the trusted partner of more than 350 corporate clients. ## Sherpany Reviews ### 1. Keep important documentation safe with Sherpany **Rating:** 4.0/5.0 stars **Reviewed by:** Arnav A. | Financial Analyst, Financial Services, Mid-Market (51-1000 emp.) **Reviewed Date:** November 11, 2019 **What do you like best about Sherpany?** 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. **What do you dislike about Sherpany?** 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. **Recommendations to others considering Sherpany:** 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. **What problems is Sherpany solving and how is that benefiting you?** 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. ### 2. Speed up conferences planning and scheduling with Sherpany **Rating:** 4.0/5.0 stars **Reviewed by:** Annaliese B. | Finance Specialist, Financial Services, Mid-Market (51-1000 emp.) **Reviewed Date:** November 04, 2019 **What do you like best about Sherpany?** 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. **What do you dislike about Sherpany?** 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. **Recommendations to others considering Sherpany:** 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. **What problems is Sherpany solving and how is that benefiting you?** 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. ### 3. Sherpany: a media distribution platform between members **Rating:** 4.0/5.0 stars **Reviewed by:** William B. | Accountant, Financial Services, Mid-Market (51-1000 emp.) **Reviewed Date:** November 04, 2019 **What do you like best about Sherpany?** 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. **What do you dislike about Sherpany?** 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. **Recommendations to others considering Sherpany:** 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. **What problems is Sherpany solving and how is that benefiting you?** 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. ### 4. Sherpany helped me to save time **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Human Resources | Mid-Market (51-1000 emp.) **Reviewed Date:** February 01, 2020 **What do you like best about Sherpany?** I can consult my documents anywhere and I don’t have to worry about security. I can use documents as if they were on paper - highlight important information, take notes, etc. Since all the board and management team uses it, we can clarify some topics before our meetings and it helps improve the overall discussion. **What do you dislike about Sherpany?** There is nothing in particular. So far so good. **What problems is Sherpany solving and how is that benefiting you?** Before my documents were distributed via email, via Sharepoint and other channels, now all my documents are in Sherpany so it’s easier for me to find the information I need. I realised how helpful it is to discuss specific agenda points before the meeting takes place. We can clarify certain aspects and focus more on the decisions to be taken. ### 5. Sherpany helps streamline board meetings **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 10, 2020 **What do you like best about Sherpany?** I really like the minutes feature. It helps me record the minutes in a pre-filled framework and to send them for approval. **What do you dislike about Sherpany?** There’s nothing about the software that I particularly dislike. **What problems is Sherpany solving and how is that benefiting you?** Less administrative work and less paperwork. Everyone has access to the latest version of the documents - there are no confusions. The approval and distribution of minutes are also simplified. - [View Sherpany pricing details and edition comparison](https://www.g2.com/products/sherpany/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-18+08%3A51%3A17+-0500&secure%5Bsession_id%5D=59f6afdb-dbf0-42bd-b9cb-cde70f74ea81&secure%5Btoken%5D=6b2127f74c0d6464322e59341e886022b1d79cd6d171e8b53ed80a08e1b0e778&format=llm_user) ## Sherpany Features **Meeting Management** - Scheduling - Agenda builder - Meeting Minutes - Document Management - Voting - Polls and Questionnaires - Task Manager **Pre-Meeting Tools** - Templates - Scheduling - Agenda **Board Tools** - E-Signatures - Permissioning - Annotations and Notes - Video Conferencing Integration - Meeting Archives - Single Sign On (SSO) - Skills Tracking - Board Assessments - Roles & Terms - D&O Questionnaires - Storage & File Sharing Integration - Email Integration - E-Signature Integration **Meeting Tools** - Minutes - Notes - Digital Workspace - File Sharing **Generative AI - Board Management** - AI Text Summarization **Post-Meeting Tools** - Task Delegation - Participant Email - Meeting Analytics **Agentic AI - Board Management** - Autonomous Task Execution - Cross-system Integration - Natural Language Interaction **Agentic AI - Meeting Management** - Autonomous Task Execution - Cross-system Integration - Proactive Assistance ## Top Sherpany Alternatives - [Diligent Boards](https://www.g2.com/products/diligent-boards/reviews) - 4.5/5.0 (496 reviews) - [OnBoard Board Management Software](https://www.g2.com/products/onboard-board-management-software/reviews) - 4.7/5.0 (645 reviews) - [Convene](https://www.g2.com/products/azeus-systems-convene/reviews) - 4.8/5.0 (361 reviews)