BoardiGO vs Sherpany

BoardiGO brings board materials, agendas, decisions, signatures, minutes, evidence and follow-up into a governance record. Board pack sections can be assigned owners, ordered by the secretary and published through a controlled step. Votes are recorded against agenda questions, with quorum, majority and approval rules applied automatically. Signatures are routed from decisions, and signed documents stay attached to them; minutes are drafted from the live meeting record for review and signature. Actions can have owners and deadlines, with close-out tracked alongside the decision that created them. AI can assist with agenda preparation, document review and first-draft minutes, with outputs remaining under human review. The Free plan covers one organisation, up to 10 users and 2 GB of storage. Pro costs €55 a month, billed yearly, and includes unlimited users and 100 GB of storage. BoardiGO says it is hosted in Europe and its information security management system is ISO/IEC 27001 certified. It does not offer private cloud or on-premises deployment, and does not hold SOC, HIPAA, FedRAMP or HDS attestations.

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.