Automating ESG Data for Real-Time Insights

CASE STUDIES

Automating ESG Data for Real-Time Insights

CASE STUDIES

Automating ESG Data for Real-Time Insights

How we helped our client automate an ESG data framework to achieve faster, smarter, and more transparent sustainability reporting. By modernizing our clients’ ESG framework, we reduced manual workload by up to 50% and provided stakeholders with real-time insights.

The Client & Category

Our client is a global private markets company that provides tailored investment options in private equity, real estate, infrastructure, and private debt. They focus on responsible investing and sustainable results.

They aimed to create a centralized ESG data framework to streamline compliance, improve data accuracy, and enable faster, real-time insights. However, fragmented data and inconsistent disclosures posed challenges, hindering ESG analysis.

The Solution

We worked closely with our client to transform their ESG data management, automating the entire process from data collection to analysis. This eliminated manual delays and preserved accuracy at scale.

Data from platforms such as Diligence Vault (DV), OMNI, and SPI was seamlessly integrated using intelligent quality checks and transformation workflows, ensuring consistency and reliability across sources. The standardized data was then directly fed into interactive Power BI dashboards embedded in OMNI, allowing users to enjoy self-service analytics and comprehensive cross-portfolio insights. To add even more value, we created custom dashboards tailored to our client’s stakeholder KPIs. These dashboards made real-time ESG tracking, compliance monitoring, and data-driven decisions simple and accessible, turning ESG reporting from a tedious manual task into a strategic advantage.

The Outcome

The automated solution eliminated manual handling and corrected inconsistencies that previously slowed reporting, resulting in up to 50% faster, more efficient processes. This high-quality data also built trust among stakeholders, enabling them to make informed, transparent, and compliant investment choices. It also allowed teams to focus on deriving insights and driving impact rather than spending time on data cleaning.

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