More than a
Board Portal.

Enterprise-grade software for streamlined

Why? Intelligent. Different.

Want to know more about the Sherpany Boardroom?

Board Brainery

Josefstrasse 225,
CH 8005 Zürich,
12 Rue de Castiglione,
FR 75001, Paris,
Av. Casal Ribeiro,
28 - 6º Dto, 1000-994
Lisbon, Portugal

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Document Management

Establish the basics
Secure and reliable data repositories.

Digital Document Management System (DDMS) builds the underlying infrastructure for an effective meeting management to ultimately enable decision making. DDMS is used to track, manage and store documents and to reduce paper. It is capable of keeping record of the various versions created and modified by different users (history tracking). It is often viewed as a component of enterprise content management systems and related to digital asset management and records management.

In the case of Sherpany, DDMS allows for: 

  • Storage and versioning of documents
  • Restricting access to decision related documents
  • Managing security levels (e.g. watermarking) on documents
  • Structuring documents in folders (labels) and topics
  • Retrieval of documents and related meta information
  • Searching and finding of document related information

Meeting Management

Improve the process
Efficient session handling.

A Meeting Management System adds a process layer to the document management system. It ensures that meetings are efficiently organised and the materials securely distributed to the participants' device (iPad, Surface). It enables individual preparation including annotating, bookmarking and summarising of documents. During the meeting it simplifies the steering for meeting managers and fosters faster contribution by participants. Finally, it eases corporate housekeeping including creation and approval of minutes as well as sealing of meeting.

In the case of Sherpany, Meeting Management allows for:

  • Building annual meeting plans to keep members in sync
  • Assigning roles (chairperson, participant, guest, presenter) to members
  • Managing topics backlog and creating agenda templates
  • Creating agendas, assigning documents to items and generating boardbooks
  • Releasing of materials by publishing/republishing
  • Digital distribution of meeting materials to end user device
  • Setting and sending of notification and reminders
  • Personal preparation of materials including annotating and bookmarking
  • Creating, distributing and approving of minutes
  • Sealing/archiving of meetings to keep full compliance

Decision Management

Foster the output
Connect sessions, track progress and smoothen interaction among bodies.

Decision management improves the horizontal and vertical flow of communication between committees and among directors. All information becomes available to directors for helping them fulfill their primary duty: Ask the right question. Decision management is about filtering information from the point of view of the problem to be solved. Ultimately, it is about saving time for critical thinking so as to enable directors to take the right decision. Optimal decision management allows for tracking the progress of decision implementation and provides an early warning system for projects about to go awry.

In the case of Sherpany, Decision Management allows for:

  • Structuring content along topics and timeline
  • Building interlinkages between relevant pieces of content
  • Proactive suggestions of related content while preparing the next meeting
  • Standardised proposals templates for decisions and action points
  • Transparent tracking of activities on decisions and reporting