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Sherpany

sherpany.com

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Spec score 7.4 #19 of 30 in Board Management Software

What it is

Sherpany is meeting management software for boards and executive teams, covering preparation, meetings, and follow-up. It centralizes agendas, documents, decisions, minutes, and actions. Users can create agendas from customizable templates, set goals and timings, and collect meeting materials. Documents are available online and offline. Digital circular resolutions let participants vote without gathering in person, and the maker says these votes are compliant. Sherpany supports agenda-based minutes and electronic signatures by designated signers. Integrations include Microsoft Teams, Microsoft 365, Outlook, and Office; the platform also supports audio and video calls and calendar invitations. Deployment is available as SaaS or hybrid cloud, with hybrid supporting on-premise storage, disaster recovery, and backups. Sherpany states that it uses AES 256 and SSL-TLS 256 encryption and operates independent Swiss-based geo-redundant data centers. Listed credentials include ISO/IEC 27001, ISAE 3000 Type II, and FINMA 18/3; it also states GDPR compliance and 99.9% guaranteed availability. Pricing is on request, and there is no free plan, though a free trial is available.

Spec sheet

Purpose
Sherpany is meeting management software for boards and executive teams that centralises agendas, documents, decisions, and actions.Read 3 Oct 2026 · sherpany.com
Deployment
Sherpany offers SaaS or hybrid cloud, with the hybrid option supporting on-premise data storage, disaster recovery, and backups.Read 3 Oct 2026 · sherpany.com
Integrations
Sherpany names Microsoft Teams, Microsoft 365, Outlook, and Office among its integrations, and says it supports audio and video calls and calendar invitations.Read 3 Oct 2026 · sherpany.com
Security
Sherpany states that it uses AES 256 and SSL-TLS 256 encryption and runs on independent Swiss-based geo-redundant data centres.Read 3 Oct 2026 · sherpany.com
Headquarters
Zurich, SwitzerlandRead 28 Sep 2026 · sherpany.com
Founded
2011Read 28 Sep 2026 · sherpany.com
Agendas
Users can create agendas from customisable templates, set goals and timings, and collect meeting materials.Read 3 Oct 2026 · sherpany.com
Availability
Sherpany states guaranteed availability of 99.9%.Read 3 Oct 2026 · sherpany.com
Certifications and compliance
The maker lists ISO/IEC 27001, ISAE 3000 Type II, and FINMA 18/3, and states GDPR compliance and that it is unaffected by the US Cloud Act.Read 3 Oct 2026 · sherpany.com
Document access
Meeting documents are centralised and available online and offline.Read 3 Oct 2026 · sherpany.com
Intended customers
Sherpany describes its plans for boards, executive teams, committees, and larger organisations with complex governance structures.Read 3 Oct 2026 · sherpany.com
Meeting lifecycle
The platform supports preparation, meetings, and follow-up, including agenda creation, minutes, decisions, and action tracking.Read 3 Oct 2026 · sherpany.com
Minutes and signatures
Sherpany provides agenda-based minutes and lets designated signers sign approved minutes electronically.Read 3 Oct 2026 · sherpany.com
Onboarding and support
The pricing page says self-service onboarding is included, an initial kick-off session is included, and individual onboarding or tailored training are optional paid services.Read 3 Oct 2026 · sherpany.com
Pricing
Pricing depends on the plan, users, rooms, features, and security needs; the maker directs prospective customers to contact sales.Read 3 Oct 2026 · sherpany.com
Voting
Digital circular resolutions let participants vote without gathering physically, and the page says these votes are compliant.Read 3 Oct 2026 · sherpany.com

Plans and prices

Board Priced on request Up to 20 users in one room · digital meeting process · secure document vault · real-time voting Read 3 Oct 2026 · sherpany.com
Enterprise Priced on request 100+ users · unlimited rooms · integrations · enterprise-grade encryption Read 3 Oct 2026 · sherpany.com
Executive Priced on request 20+ users · up to 5 rooms · meeting preparation, conduct, and follow-up · task tracking Read 3 Oct 2026 · sherpany.com

Every Sherpany plan and price →

Strong points and limits

Strong points

  • Supports agenda preparation, minutes, and action tracking.
  • Meeting documents are available online and offline.
  • Offers SaaS or hybrid cloud deployment.
  • Digital circular resolutions support remote voting.
  • 99.9% guaranteed availability is stated.

Limits

  • Pricing is on request.
  • There is no free plan.
  • Individual onboarding and tailored training are paid options.
  • Board plan covers up to 20 users in one room.

Who it suits

Sherpany is aimed at boards, executive teams, committees, and larger organizations with complex governance structures. It may suit groups that need meeting preparation, voting, minutes, and action tracking in one system.

Verdict

Sherpany covers the meeting lifecycle and offers deployment and governance-related options for boards and executive teams. Pricing depends on the plan and requirements, so prospective customers must contact sales.

Where Specifiction places it

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