Case Study: Helvetia achieves efficient, secure meeting management and improved corporate governance with Sherpany

Why Helvetia switched to Sherpany the advantages of a dedicated meeting management software

Helvetia, a leading Swiss insurance group with over 160 years of history and more than five million customers, faced limitations with an earlier board portal that focused on file management but offered little support for organizing meetings. Seeking a more complete meeting solution, Helvetia — led in the search by then-corporate secretary Christophe Niquille — adopted Sherpany’s meeting management software to replace paper folders and streamline leadership meetings.

Sherpany delivered a cloud SaaS meeting-management platform that was rolled out quickly without impacting Helvetia’s IT stack and required no special training; directors found the interface intuitive and adoption was smooth. Using Sherpany, Helvetia formalized meeting preparation and agenda/time management, sped up and secured document distribution, simplified archiving and selective sharing, and extended the solution to the executive committee — all improvements that strengthened meeting efficiency and corporate governance.

Helvetia

Christophe Niquille

Former Secretary of the Board of Directors