Sherpany is here for you to make excellent meetings come true. Choose your plan whether you prefer to start low and go slow or implement change company wide straight away.
Digitise the whole meeting experience while keeping board documents and communications confidential.
Board of directors
Up to 20 users
- Paperless board meetings
Secure document exchange and management
Planning, approval, and voting workflows
Help your executive teams save time and drive strategy forward at meetings.
Up to 5 rooms
- Unified meeting space to prepare, meet, and follow up
- Collaborate and track progress at every step
- Ensure action points are executed
- Exchange documents securely
Improve meeting culture at all levels of decision making — in the most secure way.
- Integrated meeting culture improvement
- Embedded video calling
- Easy integration with favorite collaboration tool
- Secure and compliant with your industry standards
Prepare for meetings and send follow-ups on the go with native apps
See the detailed comparison
Empower the board
Security and compliance
Sherpany provides us with structure and discipline. Discussions are more focused and we reach decisions faster. The tasks and decisions feature is amazing. It allows me to see all decisions, next tasks, and who is responsible.
I have the agenda as a template, we can then add comments, and have draft minutes prepared immediately after the meeting - it's fantastic.
I estimate saving at least six hours per week on meeting preparation thanks to Sherpany.
I observed that my preparation time for meetings has dropped significantly, I would say by almost 50%.
The board plan is the right solution for the meeting management of one board. It includes the functionalities needed to prepare and run board meetings, including:
- Digital Circular Resolution meeting type with Digital Signatures
- Board book for member archiving
- Approval workflows for agenda and minutes
- Document management for secure document exchange with Board members (Library)
- Agenda item permission management to manage conflicts of interest.
The enterprise plan is ideal for the meeting management of large enterprises and/or highly-regulated industries (e.g. banking, insurance, healthcare). It includes unlimited meeting rooms, 24/7/365 support, and enhanced features such as:
- Support for conditional access (IP filtering, whitelisting)
- Pop-ups for all users accessing Sherpany, which can be renewed periodically. Content can be defined by customer, applicable for privacy and customer identifying data disclaimers.
- Preventing copy/paste from PDF documents in Sherpany
- Possibility to upload password-protected PDF files in Sherpany
- Making watermarks always visible on documents uploaded to Sherpany
- Confidential Mode for notifications to avoid sensitive content being shared via email.
After the initial onboarding there are two options to onboard new users to Sherpany:
- Self-service onboarding, where the users can onboard themselves through our standardised onboarding program.
- Individual onboarding with our customer success specialists (at an additional cost).
Sherpany offers several integrations with existing apps and technologies, such as:
- SSO (Single Sign On) / SAML2
- User provisioning
- Microsoft Office 365
- Calendar integration, with the possibility to sync Sherpany meetings in any calendar (Microsoft Outlook 365, Google, etc.)
- Video calling solutions (Microsoft Teams, Cisco Webex, Skype, Google Meet, etc.) for remote meetings
- Customizable API
- Mobile Device Control
- Microsoft first strategy
Data security is a top priority at Sherpany. As a result, there are several measures in place to:
- Secure your meetings
- Safeguard your data, and
- Assure data privacy.
These include, but are not limited to:
- Two-factor authentication
- Different levels of access to meeting documents
- End-to-end encryption methods
- Compliance with the EU's GDPR, and the security standards outlined by the Swiss Data Protection Regulation.
Please visit our security page to discover all of our security measures.