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Sherpany

by Sherpany · Since 2010
No reviews yet
Active1+ countriesCloudOn-premise
Quick facts
VendorSherpany
Year launched2010
StatusActive
LocationNiederdorfstrasse 88, Zürich, Switzerland
Countries served1+
Languages19
Integrations3+
Free tierN/A
Free trialN/A
Contact salesN/A

About Sherpany

Sherpany is a meeting management software from Sherpany that helps teams improve meeting productivity and efficiency. It provides features such as quickly building agendas, assigning tasks, and tracking their progress, as well as securely accessing documents offline and online from anywhere. Sherpany also supports the secure exchange and management of sensitive information and confidential data, addressing issues with complicated or dysfunctional distribution of meeting materials. The platform caters to organizations looking to improve their meeting processes and collaboration among team members. Key capabilities: build agendas assign tasks track progress secure document access sensitive information management Best for: teams that need effective meeting management solutions.

Sherpany is a specialized meeting management software designed to streamline the processes of boards and executive teams. Its primary purpose is to enhance decision-making by providing a secure platform where users can prepare, conduct, and follow up on meetings efficiently. Key features of Sherpany include agenda building, task assignment, discussion tracking, and compliance with stringent data protection regulations, making it an ideal solution for high-level organizational needs. The user interface of Sherpany is characterized by its clarity and intuitive design, which allows users to navigate the platform with ease. The layout is organized to provide quick access to critical information, including upcoming meetings, documents, and tasks. Unique design elements, such as drag-and-drop functionality for agendas and a straightforward dashboard, help users quickly familiarize themselves with the system, minimizing the learning curve. Functionality is a standout aspect of Sherpany, with features that enable users to build detailed agendas that include assignees and discussion topics. This ensures that meetings are structured and focused. The software also allows for real-time tracking of discussions and minute capture, which facilitates transparency and accountability.

Pros & Cons

Pros
  • Streamlined meeting preparation and management.
  • User-friendly interface with intuitive navigation.
  • Strong focus on security and compliance with regulations.
  • Features for task assignment and tracking enhance accountability.
  • Offline document access for convenient preparation.
  • Effective collaboration tools for agenda topics.
  • Robust customer support with ample resources.
Cons
  • May require time to onboard new users effectively.
  • Some users may find the cost to be higher than basic alternatives.
  • Limited features for organizations outside of board and executive meetings.

Features

Key features

Meeting Preparation

Allows users to create meetings quickly, reducing preparation time by up to 40%. Users can build agendas, add assignees, and manage discussions efficiently.

Task Management

Instant assignment of tasks during meetings, enabling tracking of progress and accountability.

Secure Document Access

Provides secure access to documents online and offline, ensuring that sensitive information is well managed.

Collaboration Tools

Facilitates collaboration before, during, and after meetings, allowing team members to provide feedback and input on agenda items.

Decision Tracking

Enables users to track decisions made during meetings, maintaining oversight and accountability.

Compliance Management

Designed to support compliance with regulations such as GDPR and FINMA, ensuring secure management of sensitive data.

Holistic Project View

Offers a comprehensive view of projects and strategic initiatives, helping teams to maintain focus and oversight on progress.

Integration Capabilities

Seamlessly integrates with existing tools and technologies, enhancing overall efficiency without disrupting current workflows.

Remote Voting

Supports remote voting on decisions, making it easier for members to participate and comply with regulations.

Mobile Accessibility

Ensures that users can access agendas and documents on all devices, promoting flexibility and ease of use.

Additional features

Meeting Preparation

Allows users to create meetings quickly, reducing preparation time by up to 40%. Users can build agendas, add assignees, and manage discussions efficiently.

Task Management

Instant assignment of tasks during meetings, enabling tracking of progress and accountability.

Secure Document Access

Provides secure access to documents online and offline, ensuring that sensitive information is well managed.

Collaboration Tools

Facilitates collaboration before, during, and after meetings, allowing team members to provide feedback and input on agenda items.

Decision Tracking

Enables users to track decisions made during meetings, maintaining oversight and accountability.

Compliance Management

Designed to support compliance with regulations such as GDPR and FINMA, ensuring secure management of sensitive data.

Holistic Project View

Offers a comprehensive view of projects and strategic initiatives, helping teams to maintain focus and oversight on progress.

Integration Capabilities

Seamlessly integrates with existing tools and technologies, enhancing overall efficiency without disrupting current workflows.

Remote Voting

Supports remote voting on decisions, making it easier for members to participate and comply with regulations.

Mobile Accessibility

Ensures that users can access agendas and documents on all devices, promoting flexibility and ease of use.

Agenda building with assignees allows users to create structured meeting agendas, specifying topics to be discussed and assigning relevant individuals responsible for each item. This ensures that everyone knows their role and prepares adequately for the meeting.
Discussion tracking and minute capture enables the recording of key points, decisions, and action items during meetings. This feature helps maintain an accurate record of discussions, making it easier to refer back to important details and follow up on action items.
Task assignment and tracking facilitates the assignment of specific tasks to meeting participants. This feature not only clarifies who is responsible for what but also includes tools to track progress, ensuring accountability and timely completion of tasks.
Offline document access allows users to view and manage meeting materials without needing an internet connection. This is particularly useful for executives who may need to prepare or review documents in various settings where connectivity might be limited.
Collaboration on agenda topics encourages input from team members on agenda items before the meeting. This promotes engagement and ensures that discussions are relevant and focused, as participants can share their insights and priorities in advance.
Decision management and tracking helps organizations document decisions made during meetings and follow up on them. This feature provides a clear overview of what was decided, who is responsible for implementation, and timelines for action.
Compliance with GDPR and FINMA ensures that the platform adheres to strict data protection regulations. This feature reassures users that their sensitive information is handled securely and responsibly, mitigating risks associated with data breaches.
Remote voting functionality allows participants to cast votes on decisions electronically, ensuring that all voices are heard, even if some members cannot attend in person. This feature streamlines the decision-making process and enhances participation.
Integration with other enterprise tools enables Sherpany to work seamlessly alongside existing software applications that organizations use. This ensures a smooth workflow and minimizes disruption when adopting new tools.
Mobile access for all devices means users can access meeting materials and participate in discussions from smartphones and tablets, in addition to desktops. This flexibility supports on-the-go productivity and keeps users informed, regardless of their location.
Secure document management provides a robust system for managing sensitive meeting documents, ensuring that only authorized individuals can access specific materials. This is crucial for maintaining confidentiality and safeguarding sensitive information.
Audit-proof archiving capabilities ensure that all meeting records and documents are securely archived, providing a reliable way to retrieve historical data for compliance or reference. This feature helps organizations maintain accountability and transparency.
End-to-end encryption for data security protects information exchanged within the platform, making it nearly impossible for unauthorized users to access sensitive data. This high level of security is vital for organizations dealing with confidential discussions.
Granular access control to meeting materials allows administrators to set specific permissions for different users, controlling who can view or edit documents. This feature enhances security and ensures that sensitive information is only accessible to those who need it.
SCIM provisioning and SAML-based SSO streamline user management and authentication processes. SCIM (System for Cross-domain Identity Management) enables automated user provisioning, while SAML (Security Assertion Markup Language) allows for single sign-on, simplifying access while enhancing security.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Monthly plans

Basic
EUR 36/mo
billed monthly

Countries & Languages

1
Countries served
19
Interface languages
1
Billing currencies

Available in

All Countries.

Interface languages

EnglishGermanFrenchItalianSpanishDutchPolishRussianSwedishDanishNorwegianFinnishPortugueseChineseJapaneseKoreanTurkishArabicand Hungarian.

Billing currencies

🇪🇺EUR

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