ESG Reporting Implementation

Who ESG reporting support is for

• Organizations answering ESG questionnaires from international customers, lenders or a parent group, and doing it from scratch each time.
• Companies and groups with a formal reporting obligation, or an investor or regulator who will ask for one.
• NGOs and development organizations whose donors now ask for emissions, social and governance data alongside programme results.
• Suppliers to multinationals being asked for emissions data for the first time.
• Less useful where there is no external request and no intention to act on the numbers. The value is in answering requests credibly and managing what the figures show.

What an ESG engagement covers

The configuration is straightforward. Agreeing what you are reporting, and who owns each number, is the project.

• Which standards, frameworks and requests apply to you, and what each one requires.
• A data map showing where every required figure lives and who can supply it.
• Configuration of the solution: Microsoft Dynamics 365 Sustainability for larger organizations, or a right-sized reporting solution for smaller ones.
• Emission factors and calculation methods documented so they can be explained to an assurance provider.
• Dashboards and report outputs for executives and for data owners.
• Training for the people who own the data, and a handover that lets you run the next cycle yourselves.

How the engagement runs

1. 1

   Assessment

   We establish which requests and standards apply, what data you hold, and which solution fits. This is where we say if the full platform is not warranted.

2. 2

   Data map and design

   Every required figure gets a source, an owner and a method. Gaps are listed honestly, with a plan for each.

3. 3

   Build and load

   The solution is configured, historical data is loaded and the first dashboards are reconciled to source documents.

4. 4

   First reporting cycle

   We support the first cycle end to end, because that is when the real data issues appear.

5. 5

   Handover

   Your team takes over collection and reporting, with documentation of the methods used.

What you need in place

• A named sponsor and a named owner for each category of data.
• Access to the source records: utilities, fuel, HR, finance and procurement.
• The list of ESG requests you have received, even if informal.
• Willingness to start with an imperfect first cycle and improve it.

Working with Sibasi on ESG

New to this category? What is ESG software?, a buyer's guide to what the category is, what to look for and how to compare options, whoever you end up choosing.