How it works
Five steps from kick-off to a published report
Every step has a clear owner and leaves a trail, so you always know where the cycle stands.
- 1
Set up the cycle
Consultant / project manager- Create the cycle from a template or clone last year's
- Choose standards, core topics, level of detail and the sites in scope
- The system generates the question list from the chosen standards; shared metrics appear once
- Build the plan, set deadlines and add members
- 2
Assign
Manager / enterprise lead- Bulk-assign questions to people or departments with due dates
- Scope access by department and topic: everyone sees only their share
- Assignees are notified and reminded automatically
- 3
Collect
Enterprise staff / consultants entering on their behalf- Answer clause by clause on a simple screen, attaching evidence
- Load data from Excel files or receive files via the drop box
- AI reads documents and proposes values for people to confirm
- Declare “no data yet” or “not applicable” with a reason
- 4
Review and approve
Reviewer (client or consultant side)- A review queue with prior-period comparison and warnings for unusual values
- Approve in bulk or return with a mandatory reason
- Clients confirm proxy-entered data with a one-time code when required
- Track gaps on the dashboard
- 5
Write and publish
Consultant / project lead- The outline is generated from approved data; AI drafts text and numbers are verified before acceptance
- Review claims for greenwashing risk
- Publish as a frozen snapshot; export to Word, PDF, PowerPoint, Excel and web
- Share with a password link or invite viewers by email + one-time code
Ready to try it on your own reporting cycle?
We help you set up the first cycle: choose the standards, load the question set and invite the people who answer.