Sustainable performance management module

Integrate sustainability data inside and outside the company into visible sustainability performance

Sustainable performance is not about filling out a questionnaire, but a management process of continuous collection, review, comparison and improvement. The system can integrate the sustainability information of the company's internal departments and external suppliers based on the indicators required by specifications or initiatives such as GRI, IFRS S1/S2, TCFD/TNFD, CDP, etc., centrally manage the response content, supporting attachments and approval records, and convert the results into statistical charts, risk levels and reporting information, allowing managers to continuously understand sustainability performance and issues for improvement.

Common management pain points in enterprises

It is difficult to collect cross-department information, and the organizer repeatedly urges it to be filled in

Environmental, social and governance information is scattered among different departments. Investigation windows, submission deadlines and response progress are mostly tracked by email or Excel, making it difficult to grasp missing items in a timely manner.

The number of suppliers is large, and the burden of sending and recycling questionnaires is high.

Different suppliers may have different questions, survey periods, and attachment requirements; the organizer must send, collect, and confirm one by one, and it is easy to miss those who have not yet responded.

The questionnaire format is inconsistent with the scoring rules

Internal surveys, supplier evaluations, and project questionnaires each use different forms, making it difficult to consolidate the results and establish consistent scores and risk determination standards.

Answers and supporting evidence are stored separately, making it difficult to trace the review

Questionnaire answers, supporting documents and review comments are scattered in mailboxes and folders, making it difficult to confirm whether the information has been approved and who completed the review when.

After the investigation is completed, charts and report text still need to be manually produced.

After collecting the questionnaires, the organizer has to reorganize the statistical data, create charts and write summaries, and then copy them to the sustainability report, which increases transcription errors and repeated work.

How does the module connect the sustainable performance management process?

From questionnaire design, object release to statistical analysis and report application, the system completely connects the collection, review and disclosure process of sustainable performance data, so that every answer has a source, every result has evidence, and annual performance can be continuously tracked.

Survey theme setting → Questionnaire design → Object and period setting → Questionnaire release and filling → Collection of responses and attachments → Scoring and risk determination → Sign-off and review → Statistical analysis and report connection

  1. Survey theme setting

    Establish internal surveys, supplier evaluations or project-based sustainability questionnaires according to annual and management needs.

  2. Questionnaire Design

    Flexibly create single-choice, multiple-choice, numerical and text question types, and set required conditions, attachment requirements and scoring rules.

  3. Object and period setting

    Designate internal personnel, departments or suppliers to fill in the answers, and set the investigation start and end time and folder classification.

  4. Questionnaire publishing and answering

    Publish the survey through the system or questionnaire link, and centrally manage the filling in and progress of different objects.

  5. Reply and Attachment Collection

    Automatically organize answer content and supporting files, and you can view and export data according to questionnaires, questions or details.

  6. Scoring and Risk Determination

    Calculate the total score of the questionnaire and the risk level according to the set rules, and quickly identify high-risk suppliers or projects that need to be improved.

  7. Approval Review

    Apply a multi-level approval template according to the questionnaire type, and designate individuals or groups to complete the data review and approval.

  8. Statistical analysis and report connection

    Convert responses into charts and summary text, and directly bring them into the sustainability report co-editing module to connect information disclosure.

Core functions

Centralized management of sustainable questionnaires

Centrally manage internal, supplier and linked questionnaires, flexibly set the survey period and release status, and quickly grasp the progress of various sustainable data collection.

Centralized questionnaire management screen of sustainable performance management module

Scoring and risk classification

Automatically compile questionnaire answers and attachments, calculate scores and risk levels according to set rules, and quickly identify high-risk suppliers and follow-up audit needs.

Score and risk classification screen of the sustainable performance management module

Questionnaire statistical analysis

Instantly convert questionnaire responses into visual statistics such as pie charts and bar charts to quickly understand the distribution of answers to each question and the overall sustainable performance status.

Questionnaire statistical analysis screen of the sustainable performance management module

Report content concatenation

The statistical parameters and summary text of the questionnaire can be flexibly set, and the survey results can be directly brought into the sustainability report co-editing module to reduce repeated sorting and manual transcription.

Sustainable performance management module report content link screen

Multi-layer sign-off template

Create a multi-layer approval template based on internal and supplier questionnaires, and flexibly specify groups, users and approval methods to ensure that the investigation results are reviewed according to the process.

Multi-layer sign-off template screen of sustainable performance management module

After import, sustainable performance management no longer stops at statement collection and summary

Data collection: from sending letters one by one to collect information, to centralized control of investigation progress

The module centrally displays the release and response status according to the year, questionnaire and survey target. The organizer no longer has to track one by one through emails and forms, and can quickly find out the unfinished projects.

Questionnaire management: from re- tabulation each time to flexible setting of question types and rules

The team can set question types, answer conditions, attachments and scoring methods according to different survey situations, and reuse the existing structure to reduce the time of re-creating tables and formulas each time.

Data quality: from manual verification one by one to direct correlation between answers and supporting evidence

The answer content, supporting documents and review status can be directly matched in the same interface, allowing reviewers to quickly confirm the completeness of the data and reduce the time of missing gaps and repeatedly searching for attachments.

Risk management: From judging after reading the questionnaire to automatically presenting scores and risks

The system calculates questionnaire scores and risk levels based on set rules, helping teams quickly identify high-risk suppliers and issues that need improvement, and focus management resources on priority projects.

Review process: from back-and-forth email confirmation to multi-layered approval leaving traces throughout the process

The approval level and reviewers can be set according to the type of questionnaire, and complete records of submission, return, modification and approval are kept, so that every processing level and opinion can be traced.

Report application: From re-drawing and writing articles to directly bringing in survey results

The survey results can be converted into visual charts and parametric text, and directly connected to the sustainability report co-editing module, reducing the work of duplicating statistics, charting and writing summaries.

Turn sustainability goals into the next actionable step

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