ResearchPool

ESG Engagement Tracking:
MS Excel Not Fit-for-Purpose

Feb 26, 2024

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by

ResearchPool

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Insights

esg engagement tracking

MS Excel is widely utilized for tracking ESG Engagement. While it provides flexibility in managing small number of activities and efforts, it has many important shortcomings including:

  • Access & Retrieval: Users often struggle to keep track of MS Excel file names and their location in mailboxes or shared folders.
  • Version Control: It poses challenges as multiple users working on the same spreadsheet simultaneously can lead to data loss and the co-existence of multiple versions.
  • Data Integrity: Maintaining data consistency is difficult due to challenges in controlling user input, such as who can edit, value formats, and error management.
  • Workflow Management: MS Excel lacks automation and functionality for example to relate ESG Engagement activities (emails, appointments, tasks, and more) with documents, notes and other entities.

As ESG regulations and labeling requirements become increasingly stringent, MS Excel may lead to compliance issues that are hard to resolve.

ResearchPool’s solution enables users to easily log, upload and tag any activity, documents and notes directly from MS Outlook, Word, Excel and PowerPoint. ESG Engagement can then be tracked per issuer, sector, type and other criteria, making investment decisions easier and better informed. All is supported by a solid audit trail and input rules.

Highlights

ESG Activities Tracking

Activities Tracking

Directly from Outlook, users can easily tag and log any ESG Engagement interaction with custom fields and automated field selection.

ESG Case Management

Engagement cases can be discovered, managed, and shared for time gains, reliable tracking and collaboration.

ESG Case Management
ESG Case Management

Reporting

Customizable, intra-day updated, and ready-to-be-used reporting to track ESG Engagement across the organization.

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