Run more effective, more secure board meetings. Make the most of every meeting.

• Keep materials central and secure – Have all your board meeting materials ready and accessible – and fully protected. Access agendas, documents, reports, and minutes from any device, secure in your encrypted workspace.
• Collaborate before, during, and after meetings – Minimize and optimize meeting time with streamlined preparation and in-meeting communication. Share documents, discuss agendas, and comment in real time. Maintain rigorous focus, control, and efficiency.
• Turn talk into action – Convert conversations into real outcomes. Assign tasks, track follow-ups, and maintain visibility on decisions. Host binding votes online, and move seamlessly from discussion to execution.
• Stay fully compliant  – Maintain strong governance in Sherpany’s FINMA-approved digital environment, designed for even the most sensitive board processes. Trust in automated minute creation, document distribution, approvals, and legal sign-off.
• Integrate easily with your everyday tools  – Connect your meeting workflows to your existing software, such as Microsoft Teams. Schedule meetings and make Teams calls directly from Sherpany, for a seamless agenda management experience.

Frequently Asked Questions

What is Sherpany? Sherpany, a Datasite company, is an executive meeting management platform. It provides a secure online workspace for meeting preparation, collaboration, and formal meeting processes, enabling fully compliant decision making.

Who uses Sherpany? Sherpany is used by boards, committees, and executive leadership teams at mid-size and large enterprises.

How does Sherpany lead to better decisions? Sherpany streamlines meeting prep, and enables stronger collaboration before, during, and after meetings, resulting in clearer discussions and more focused, agenda-led sessions. Secure online voting tools allow for binding, fully compliant decision making, leading to more effective governance.

Does Sherpany enable videoconferencing? Sherpany integrates seamlessly with popular videoconferencing software, including Zoom and Microsoft Teams, so you can hold online face-to-face meetings. Sherpany itself is not a videoconferencing tool, but a platform for organizing, conducting, and optimizing meetings.

How do teams collaborate in Sherpany? Admins and participants can comment on agendas, request or upload documents, ask questions, vote digitally, track tasks, and follow progress, to create a continuous collaboration loop beyond the meeting room.

Security

• ISO 27001, 27017, 27018, 27701 & SOC 2 Type II
• Encryption of data at rest and in transit
• Support for SSO, MFA, and IRM