Sherpany
Board management software
Meeting management software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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What is Sherpany
Sherpany is a board and executive meeting management platform used to prepare, run, and follow up on meetings. It supports agenda building, distribution of board packs, secure document access, annotations, and action/decision tracking for boards, committees, and leadership teams. The product is typically used by corporate secretaries, board administrators, and executive assistants to standardize meeting workflows and improve governance documentation. It is delivered as a cloud service with web and mobile access and emphasizes secure collaboration around meeting materials.
End-to-end meeting workflow
Sherpany covers core steps from agenda creation through minutes, decisions, and follow-up actions. Teams can centralize meeting materials and reduce reliance on email attachments and shared drives. This helps board administrators maintain a consistent process across recurring board and committee meetings. The workflow focus aligns well with organizations that run frequent executive meetings.
Board pack and annotation tools
The platform supports distributing board packs and enabling directors to review and annotate documents in a controlled environment. This reduces version confusion compared with ad hoc PDF circulation. Offline-capable mobile access is commonly expected in this category and supports director use on tablets during travel. These capabilities are important for board-level review cycles and pre-read preparation.
Governance-oriented access controls
Sherpany is designed for sensitive board content and typically includes role-based access and controlled sharing of meeting materials. Centralized permissions help separate board, committee, and management access to documents. This is useful for organizations that need clearer governance boundaries than general-purpose collaboration tools provide. Security and access management are key evaluation criteria in this product space.
Limited fit for non-board meetings
The product is optimized for board and executive governance workflows rather than broad enterprise meeting use. Organizations looking for a single tool for all internal meetings may find the feature set too specialized. Some teams may still need separate tools for day-to-day team meetings and task management. This can increase tool fragmentation outside the board office.
Integration depth varies by stack
Board portals often integrate with identity providers, email/calendar, and document repositories, but the depth of integration can vary by customer environment. If required integrations are not available out of the box, implementation may require additional configuration or services. This can affect rollout timelines for larger enterprises with complex IT standards. Buyers typically need to validate SSO, retention, and repository integration requirements early.
Administrative setup and change management
Board management platforms require disciplined administration for agendas, permissions, and document lifecycle. Organizations without a dedicated board administrator or corporate secretariat function may struggle to keep content structured and up to date. Director adoption can also require onboarding and support, especially for less technical users. These operational factors can limit realized value even when core features are strong.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Board | Contact sales / Custom monthly fee (per user) | Includes digital circular resolutions with digital signatures, board book for member archiving, approval workflows for agenda and minutes, secure document management (Library), and agenda item permission management for conflicts of interest. (official site: pricing model described as monthly fee per total users; board plan features listed). |
| Enterprise | Contact sales / Custom monthly fee (per user) | Designed for large enterprises/highly regulated industries. Includes unlimited meeting rooms, 24/7/365 support, conditional access (IP filtering/whitelisting), document protections (prevent copy/paste, password-protected PDFs, visible watermarks), Confidential Mode for notifications, and other enterprise security controls. |
| Guest licence (support offering) | Lower cost; invoiced only when guest is added to meeting (no recurring cost if not invited during a quarter) | Guest licences are available at a much lower price and do not incur recurring costs if the guest is not invited to any meetings during a quarter. Guests receive Sherpany accounts and must onboard; some provisioning limitations apply (SCIM). Contact your Account Manager for exact pricing. (see support article). |
Seller details
Sherpany AG
Zurich, Switzerland
2011
Private
https://www.sherpany.com
https://x.com/sherpany
https://www.linkedin.com/company/sherpany/
