Completion of monthly reporting process and review book submission (This is to ensure that all required data has been completed and is available)
-Automation of baseline metrics from various data sources (KPI’s facilitated in Actual, Budget and Forecast reporting, Where additional metrics are required automations from 3rd party sources to be facilitated, example: Symplexity, Mine RP, MES and other, Only base metrics to be automated, calculated KPI’s to be facilitated in the system (Refer to as-is current KPI list – Additional metrics are frequently added and should be facilitated in a self-service component))
-Capture baseline metrics (not automated)
-Calculation of calculated metrics
-Capture of commentary, calculation notes, supporting documentation and ability to link to associated standards provided by third party (example: GRI)
-Roll up of metrics to associated themes, pillars and ESG scores as well as associated company hierarchies (The lowest level of granularity in this solution will be metric, themed, pillar, month, company)
-Roll up of metrics does not mean a summation of sub level information, but maybe a calculation of information to represent a higher-level value in the hierarchy (example: A Rate calculated by “value A” divided by “value B” at a company level component “A” and “B” should be summated individually and then divided – The level of complexity can increase significantly form this example)
-Exception reporting (This should highlight outliers based on historic data or specific percentages associated with metrics. Metrics that are highlighted as outliers should then be interrogated and associated notes and commentary provided. This can also lead to data error correction.)
-Push data to Workiva (WDesk) for reporting (Simply visualization of data to be facilitated by Workiva and other dashboarding platforms such as PowerBI. All calculations and logic to be facilitated by the system to ensure a single version of the truth)
-Linking documents - example working on document where we are suppliers, copy of ISO certification is required need to get access to this document where currently we are hunting for it, element on access actual documentation is a requirement
-Ability to link documents on the DMS system
-Ability to track and assign owners and deadlines for data gathering based on company, pillar, theme. Also, the ability to assign owners and deadlines with associated reporting tasks.
-Ability to overlay market data to do comparisons and calculate our ESG Score for Forecast/Plan that aligns to business strategies etc.