Boardable vs. Sherpany

Overall this is a solid board/volunteer portal. It allows staff and volunteers to have an all-in-one place for operations, votes, and meetings. It is also built to allow volunteers to operate without the need for staff to do the work. A committee chair needs to set up a meeting - no problem they can go in, poll committee members, set a date, and with the preset zoom integration establishes the meeting using the company's Zoom account. Tired of building huge board packets of materials with tabs and chapters? No problem the system allows you to build it easily with attachments. Then you don't kill trees to print and mail with the Board able to view the agenda with all attachments in order with a few taps. Overall very solid product and cheaper than many other board portal services. They have some things that can be better, but nothing that should keep someone from adopting the technology.

Incentivized

Sherpany helps us to retrieve information from previous meetings quickly. Participants for conferences can be contacted and their records can be viewed every time, wherever, and whether they are provided by the data they collect.

Incentivized

• Streamlined agenda building: Instead of spending time sending emails and attachments, I can easily build and share an Agenda with documents appended to specific agenda items. This keeps everyone organized and informed.
• Accountability: I can see when board members log into the platform and keep track of who has read which content for increased transparency and accountability.
• Real-time edits and updates: As things change or need to be added to an agenda, I can easily make edits and share these changes with board members. I can send them an email on the platform to remind them of new documents or information related to the board meeting.

Incentivized

• Documents can be provided promptly.
• You can access it from everywhere (online platform).
• Approval agenda items can already be voted in advance.

• Meeting scheduling can be wonky with polling for a date
• A lot of the most valuable features are at a higher price point beyond the basic package.
• Opportunity to improve the minutes builder

Incentivized

• Changes with new versions should be well communicated in advance and consider in more detail the impact on existing boardrooms
• Too expensive
• Generally, more possibilities for customizing e.g. it should be possible to define security levels for access individually (why do I have to retype my email every time I synchronize?) or it should be up to the users whether and how they want to use labels (why can I only have one label per document?)

If it was solely up to me it would be a no-brainer, however, it has to be a board decision.

Incentivized

Boardable is very user-friendly, easy to manage, and building agendas and setting up meetings is functionally easy.

Incentivized

Very responsive, but only through a ticketing system at this time.

Incentivized

They're good when needed. Sherpany offers a much more efficient way of working

Boardable provides ample videos, information, and support to enable new members to learn how to navigate the platform. However, not all members are motivated to learn a new software system. Lessons learned with onboarding new members is to do a Spotlight meeting with them that utilizes as many of the popular features our board uses so that they shorten their learning curve. As with anything new, "practice makes permanent!"

Incentivized

We didn't look at other products. I used Boardable for another organization first (as its President) and was thoroughly impressed with the easy-to-use interface, the low cost, and the quick onboarding process. I introduced the platform to our Board Chairman who gave the green light to move forward in 2019, which was a great move to do before the pandemic and our board meeting became virtual for nearly 2 years.

Incentivized

Much easier to annotate documents, better User Interface which makes it very easy to access material discussed in earlier Meetings; also very easy to navigate between different topics on the agenda.

• Allows for a quicker turnaround in getting docs to board members.
• Provides a one-stop location for all board proceedings and documents.
• Pricing plans for getting up and running are easily among the best available with similar tools providers.

Incentivized

• The only negative thing I can see is that members can be victims of technostress and sometimes forget their password, how to find a document in a session. My role is to help them, reassure them and find a solution with them
• The positive is that all our members are often members of several committees at once and instead of receiving folders with a ton of documents, which are often cumbersome and heavy, everything is on the IPads. They can also annotate their documents as they want.