Optimizing sustainability reporting to save 1,000 hours per cycle
Project overview and objectives
One global retail organization came to Clearsulting with hopes of automating and optimizing their sustainability reporting—wanting to move away from manual data collection and assurance processes to increase efficiency and accuracy. They were also struggling with:
- Unintegrated, decentralized assurance activities that required manual “tick and tie” of reported values
- Lack of visibility into status reporting that could not be consolidated by metric topic, data provider, or risk
- Manual compilation that hindered content reporting and strategy
What we did
After exploring how Workiva could support them in their sustainability journey, we worked with their team to:
- Conduct a one-month deep discovery and design phase to develop a system proof of concept within Workiva ahead of the upcoming reporting cycle
- Set up a sandbox environment using newly released functionality launched within the platform
- Configure a tailored solution and work side-by-side with the team throughout the full reporting cycle—from data collection through final reporting tie-out
Impact
By go-live, they were able to take advantage of new Workiva capabilities, fully integrate process and assurance checklists within the platform, and automate status reporting, assurance analysis, and tie-out using Workiva’s connectivity features. Best of all—the process efficiencies amounted to significant time savings—over 1,000 hours per reporting cycle!
Learn more about how we can help your sustainability journey with Workiva.