Use casesESG reporting platform

Build your ESG reporting platform.

Connect sustainability measures to periods, definitions and source evidence.

How to build your esg reporting platform

  1. Describe the job

    Connect sustainability measures to periods, definitions and source evidence.

  2. Review the first version

    Choose how the reporting coordinator records the metric and how the metric owner reviews the next step.

  3. Refine the views

    Ask First to adjust the fields and views for the people who will use the app.

  4. Test before sharing

    Walk through the process with a sample record and check who owns the next action.

An ESG reporting platform example

Two business units report energy data using different units.

Illustrative workflowESG reporting platform

ESG reporting platform example

Record
ESG reporting platform · 01
Owner
Reporting coordinator

Current stage · Reporting coordinator

Open the metric

Two business units report energy data using different units.

Read the full walkthrough
  1. Open the metric

    Two business units report energy data using different units.

    Record:
    ESG reporting platform · 01
    Owner:
    Reporting coordinator
  2. Review the review decision

    Require a reviewed common basis before combining the figures.

    Stage:
    Awaiting metric owner review
    Owner:
    Metric owner
  3. Keep incompatible units separate

    Keep incompatible units separate until a common reporting basis is reviewed.

    Next action:
    Keep incompatible units separate until a common reporting basis is reviewed.
    Owner:
    Sustainability reviewer

What to include in your esg reporting platform

  • Keep the metric in context

    Keep metric, definition, period, boundary, source evidence and review decision together so the next person can understand the request or record.

  • When the next step needs a decision

    Two business units report energy data using different units. Require a reviewed common basis before combining the figures.

  • Keep review decision visible

    Keep incompatible units separate until a common reporting basis is reviewed.

  • Choose what each person needs

    Give the reporting coordinator a working view and the metric owner a review view. Keep metric and definition attached to the decision as the work moves between them.

Questions about ESG reporting platform

Start with metric, definition, period, boundary, source evidence and review decision. Describe who enters the information and who reviews the next step.

Build your ESG reporting platform.

Start with your workflow and make it yours.

Get started