Sherpany is a meeting management software for boards and executive teams. It centralises agendas, documents, decisions, and actions into one secure environment, helping boards and leaders optimise the full meeting lifecycle. Sherpany enables boards and executive teams to make well-informed decisions, maintain strong governance, and ensure follow-through and accountability.

Sherpany is designed for boards and executive teams. Sherpany is designed to support Boards of Directors, Executive leadership teams, and Committees in highly regulated industries. It enables organisations to maintain strong governance, protect sensitive information, and ensure decisions are clearly documented and followed through on.

Sherpany supports board and executive meetings throughout the entire meeting lifecycle, from pre-meeting preparation to post-meeting follow-up.

• Before meetings, Sherpany helps organisers prepare focused agendas, collect necessary inputs and materials, and securely distribute documents.
• During the meeting, participants remain aligned by using a shared meeting flow, whether meetings are held in person, remotely, or hybrid.
• After the meeting, decisions, actions, and minutes can be reviewed, approved, and tracked, ensuring that outcomes are clear and progress is visible from one meeting to the next.

Sherpany is not a video conferencing tool, it is a meeting management software for board and executive meetings. Sherpany integrates seamlessly with widely used solutions such as Microsoft Teams, and can embed solutions such as Zoom or Webex. This allows teams to easily use Sherpany alongside their existing tools.

While other solutions generalise across all meeting types, Sherpany focuses exclusively on formal meetings, optimising the entire lifecycle and driving productivity at every step. Unlike tools like Microsoft Teams, which handles company-wide videoconferencing and casual workstreams, Sherpany provides specialised features to enhance board and executive meetings in high-stakes environments.

• Structured meeting processes: Enables agenda creation with assignees, real-time Presenter Mode for synchronised hybrid meetings, and automated minutes and tasks based on agendas, optimising preparation and follow-up beyond basic scheduling.
• Governance and security focus: Offers FINMA/GDPR compliance, end-to-end encryption, granular access controls, and digital voting/resolutions tailored for boards, unlike general tools' lighter security for everyday collaboration.
• Leadership-specific tools: Includes Topic Hub for prioritising cross-department agendas and secure offline document access, prioritizing strategic decision-making over general file sharing or chat.

Setting Sherpany up is straightforward and smooth. Our platform adapts to your existing governance structures, meeting formats, and security requirements. You’ll be supported by a dedicated Customer Success Manager who is hands-on in guiding the entire setup process, including platform configuration and document migration, which significantly reduces the burden on your internal IT teams. Individual users can start in minutes through web- or app-based login, while full organisational deployment for smaller teams happens in under three weeks.

• Web setup: Access Sherpany on any modern browser on desktop or tablet. Guided tours and settings are available post-login.
• App installation: Download the Sherpany app from Microsoft Store (Windows), App Store (iOS), or Google Play (Android). Log in with credentials, set a 6-digit passcode.

Sherpany’s pricing is based on flexible packages designed to support boards, executive teams, committees, and enterprise organisations at different stages of scale and complexity. Pricing depends on factors such as the plan selected (Board, Executive, or Enterprise), the number of users and meeting rooms, and the features and security requirements that your organisation needs. For larger or more complex environments, tailored Enterprise packages and an All-inclusive offering is available. Please contact our sales team for more information.

Sherpany is built with security and privacy at its core. Sensitive board and executive data is protected using enterprise-grade AES-256 encryption at rest and SSL/TLS encryption in transit. Sherpany is hosted on geo-redundant servers in Swiss data centres, ensuring data residency and protection from extraterritorial access such as the US CLOUD Act.

Access to information is governed through multiple layers of control, including two-factor authentication, SAML-based single sign-on, SCIM user provisioning, and granular role-based permissions. This ensures that only authorised users can access specific meetings and documents, with the ability to revoke access immediately when required. Sherpany complies with leading security and regulatory standards, including ISO 27001, ISAE 3000 Type II, GDPR, FINMA 18/3, and BaFin requirements. Additional safeguards such as IP filtering, remote device wiping, and continuous security testing further strengthen data protection beyond general collaboration tools.

For a detailed overview of all security measures, please visit

• https://trust.sherpany.com/
• https://www.sherpany.com/en/solution/security-compliance/

Sherpany does not replace tools like Microsoft Teams. While Microsoft Teams is designed for everyday communication and video conferencing, Sherpany is purpose-built for board and executive meetings. Sherpany's native integration with Microsoft Teams, enables organisations to use Teams for real-time communication while relying on Sherpany to manage the lifecycle of board and executive meetings, including meeting preparation, secure documentation, approvals, minutes, and decision follow-up.

Sherpany can be accessed offline through our mobile apps on iPad, iPhone, Android, and Windows devices. This means board and executive team members can securely review meeting documents and prepare for meetings even without an internet connection, with changes automatically synced once the connection is restored. To access Sherpany using the the web, an internet connection is required.

Sherpany’s onboarding combines self-service resources, tailored support, and automated processes to help teams from organisations of all sizes to get up to speed.

Boards and executive teams are typically onboarded in under three weeks, with faster timelines possible depending on availability and setup requirements. Users can get started through self-service resources such as online guides, webinars, and in-app walkthroughs, enabling them to learn how to manage agendas, documents, tasks, and decisions at their own pace.

For organisations that require more hands-on guidance, Sherpany also offers onboarding support from our Customer Success specialists. This is particularly valuable for boards and executive teams operating in complex or highly regulated environments.

For organisations onboarding more than 100 users, Sherpany supports automated onboarding through enterprise-grade capabilities such as Single Sign-On (SSO) and Just-in-Time (JIT) provisioning. This allows users to be added securely and automatically when they first log in, reducing manual setup, and enabling scalable rollouts across teams and entities.

After onboarding, Sherpany provides ongoing support to ensure long-term adoption and continuous improvement for boards and leadership teams.

• 24/7 multilingual support: Sherpany offers round-the-clock support over the phone, email, and chat in English, German, French, Italian, Dutch, and Swedish. This ensures users receive timely assistance whenever it is needed. 24/7 support is included in Standard and Enterprise plans.
• Review and planning sessions: Your dedicated Customer Success Manager will support with periodic reviews and planning sessions to assess how you’re using the solution, walk you through new features, and share best practices to further improve meeting effectiveness.
• Sherpany Knowledge Centre: Our Knowledge Centre provides tutorials, product updates, webinars, and best practices to help users stay informed and get maximal value from Sherpany over time.

The Sherpany platform is available in English, German, French, Italian, Dutch, and Swedish, allowing leadership teams to work in their preferred language.

In addition, Sherpany’s Translation Copilot supports multilingual meeting content, helping organisations collaborate effectively across regions.

Sherpany support is included in every plan, available to all users.

Customers can contact the Sherpany Support team through email, in-app chat, or by phone for assistance with technical questions, feature usage, and day-to-day support. Support is available during business hours (08:00–18:00 CET), with 24/7 support available in higher-tier plans.

Our Customer Happiness Engineers ensure fast, reliable resolution to support requests, helping boards, executives, and administrators work confidently with Sherpany.

Sherpany integrates with key productivity and collaboration tools to streamline board and executive meeting workflows.

• Native integrations: These include Microsoft Teams for audio/video calls, plus Microsoft Outlook and Google Calendar for seamless meeting scheduling.
• Video conferencing solutions: For remote and hybrid meetings, organisations can embed their preferred videoconferencing providers directly into Sherpany agendas, including Zoom, Cisco Webex, Skype, or Google Meet.
• External Content and Tools: Beyond native integrations, Sherpany’s External Content and Tools feature enables meeting organisers to embed content from trusted third-party platforms directly within agenda items, including YouTube, Vimeo, Loom, Miro, Figma, Slido, Mentimeter, Google Docs and Forms, Google Maps, Microsoft 365 (SharePoint and Office), Calendly, Box, Drawize, and more.