1. ESG / Sustainability Dashboard
  2. Get started
Get started

Get ESG / Sustainability Dashboard running in four steps.

Prepare a measured period and rehearse the evidence-to-review handoff.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up ESG / Sustainability Dashboard. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open ESG / Sustainability Dashboard in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Create your account

Click Get started and create your ERP.AI account. Use Proto to configure ESG / Sustainability Dashboard for the selected organization. Name the Sustainability Analyst preparing the period and the independent Sustainability Reviewer who will decide it when approval is required.

Prepare the first operating cycle

Bring an observed metric, its unit and measurement definition, and the source evidence for a recognizable reporting window. Agree the period owner, source identity and organization time zone. Data Steward should confirm the snapshot coverage and field mapping before collection.

Follow the implementation phases to collect observations, verify supporting evidence and prepare the review context. Include a partial source window and a returned case in the rehearsal.

Review before release

Use separate analyst, reviewer and auditor accounts. Confirm that the decision concerns the current source revision and that the operation’s recorded effects can be inspected. Compare a usable result with an invalid result whose reason needs attention.

Assign the unresolved question to an Action Owner and record its resolution. Begin the live reporting cycle when the team can explain the measured value, review decision and remaining follow-up from the evidence.

Set up ESG / Sustainability Dashboard your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started