Board Plan Fundamentals

Ease the implementation of Sherpany and have it meet your board’s needs.

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What you can expect!

Introducing new software can be challenging. With this service, we assist you during the implementation.

We will set up your room to have Sherpany accurately mirror your board, its committees and needs. You’ll gain a comprehensive understanding of the user roles, groups, etc. We support you with technical questions as well as with inviting the first users to the platform. To enhance a smooth onboarding we will also define a training plan for your users. This will help accelerate the adoption and ensure a successful launch, leading to a faster return on investment.

This service includes:

  • Set up of the room
  • Consultation on technical integrations (Ex. MS Teams)
  • Guidance on infrastructure requirements, roles & groups and first user invitations
  • Discussion of training options (Trainings billed separately)
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Board Plan Fundamentals

Ease the implementation of Sherpany and have it meet your board’s needs.

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Ideal for:
Solution Owner

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Phase:
Implementation

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Your time investment:
1/2 day

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Price: 12 Credits

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Delivery time: 1 week