Board Director vs Sherpany

Board Director is board portal software for board members, management, and administrators preparing meetings and sharing information. Users can schedule board and committee meetings, build agendas and board books, take minutes, send calendar invitations, and track RSVPs and attendance. Meetings can sync with Google Calendar and Outlook Calendar, while Zoom supports virtual meetings. A central repository stores board materials, with permissions set by folder or file. PDF annotations include highlights, underlines, strikethroughs, text, notes, drawings, and attached images. Members can take part in public, committee, and private one-to-one discussions, as well as voting, polls, and approvals. The service offers electronic signatures and unlimited committee workspaces; all plans include unlimited documents, meetings, signatures, and committees. Administrators can set access by group or person, including controls over viewing, downloading, publishing, and printing. Board Director runs on Android, iOS, and the web. Pricing is on request and based on user seats, business phase, and organizational complexity. A free 21-day trial is offered.

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.