More than a
Board Portal.

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

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