Sherpany
32 Case Studies
A Sherpany Case Study
KENDRIS, an owner‑managed Swiss firm providing family office, trust and fiduciary services with around 200 specialists across four countries, faced inefficient management meetings: time‑consuming agenda preparation, paper-based document distribution, lack of offline access on mobile devices, unstructured discussions, slow approvals and poor task follow‑up. To solve these problems they adopted Sherpany’s meeting management software.
Sherpany delivered a centralized, offline‑capable platform with a searchable document library, agenda and notes features, hybrid meeting support and electronic minutes, enabling faster preparation, structured discussions and immediate follow‑up. KENDRIS reports higher decision quality and implementation, improved collaboration with international clients, and significant productivity gains—meeting durations often reduced to one third—demonstrating Sherpany’s measurable impact.
Adrian Escher
Partner and Chairman of the Board of Directors