Case Study: Helvetia achieves more effective, efficient executive committee meetings with Sherpany

Establishing effective meetings with Sherpany: the case of Helvetia’s ExCo

Helvetia, a leading Swiss insurance group with over 160 years of history and more than five million customers, faced inefficient senior‑level meetings and heavy administrative overhead. Their previous collaboration tool didn’t reflect the meeting process, left executives unable to annotate or edit documents on mobile/offline, and forced administrators to spend many hours preparing meetings while managing error‑prone workarounds. To address this, Helvetia adopted Sherpany’s executive and board portal.

Sherpany implemented a single platform with web and mobile apps (iOS, Android, Windows), offline annotation, unified document upload/update/distribution, integrated search, and standardized meeting workflows, backed by close onboarding and support. As a result, Sherpany reduced manual work for Helvetia’s meeting administrators, eliminated bespoke workarounds, improved individual preparation and responsiveness to last‑minute changes, and sped up meeting organization—allowing the executive committee to prepare anytime, anywhere and move to Sherpany after just one meeting.

Helvetia

Pascal Buehler

Head Group CEO Office