Redefining ESG Reporting: Building a Scalable and User-Centered Platform for Impakt IQ
The goal of the project was to design and develop a web-based platform for Impakt IQ that simplifies the ESG (Environmental, Social, Governance) audit process. The platform needed to enable companies to
- Seamlessly onboard and update organizational information
- Manage and complete ESG questionnaires
- Track their progress in real time
For Impakt IQ, the platform would serve as a central system to analyze company data and generate ESG impact reports, replacing fragmented workflows (emails, spreadsheets, third-party tools) with a unified, intuitive, and scalable digital solution.
Stage 1 - Preparation
In this stage, the client is a prospect until accepted as active client.
Account Executive from IIQ creates a company for the client and divisions if there are any.
Account Executive tags the Company CXO for company, who in turn will receive credentials to login as a IIQ client.
Even though the account is created, client is prospect until the Statement of work is signed.
In Preparation stage the client will provide the trivial information and upload all the required documents.
Account executive will process the information provided and determine if they can proceed with client or not.
Stage 2 - Getting Started
In this stage, the client is accepted as an active client.
All the preliminary documents and information provided by the client are reviewed by Account Executive.
Both Client and IIQ will have agreed, signed and uploaded statement of work and engagement letters on the platform.
Login credentials are sent to the client for further set of activities.
Client is expected to upload the additional due diligence documents like strategic planning document and financialstatements.
Account Executive creates the workplan and is shared with the Customer CXO.
Customer CXO from client side will be able to view the workplan to get an estimate of work timelines.
Stage 3 - Active Engagement
In this stage, there is active engagement between IIQ and client.
Initially a mapping matrix is created which identifies all the related KPI according to Sector, Industry and Framework.
Customer Lead / Division Manager are assigned to KPIs who will be responsible for managing those KPIs.
Mapping matrix is approved once all the KPIs are assigned and added to the mapping matrix.
Questionnaires are created for respective KPIs and sent to the assigned Customer Lead / Division Managers.
Progress of questionnaires are tracked by the Account Executive who can also send reminders for completion of questionnaires.
Account executive can download the individual responses by Customer Lead / Division Managers.
Account executive can download the merged questionnaire responses which contains all the answers.
Downloaded spreadsheet can be integrated in the workbook to generate the reports and create scorecards and summaries.
Impakt IQ Personas
Account Executive
Intake of Business Information
Intake of Due Diligence Document
Scope of work generation
Contract execution
Invoicing
Industry Specialist
View uploaded business documents
Create ESG mapping matrix
KPI management
Workflow implementation
Analyst
Build Metadata based on industry sector and KPIs
Client Personas
Customer CXO
Uploading DD docs
SOW approval
Contract approval
Review and approve the ESG Matrix
Upload Due Diligence Documents
Invoice Approval
Review and approve the ESG Matrix
Answer the questionnaire
Login Page
A. Login
Regular Login
Email Address
Password
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Forgot Password*
Login*
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Email Address
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Banner Notification
Companies & Divisons
A. Create Company*
B. Companies & Division Table
Company Stages
All Companies
Preparation
Active Engagement
Inactive
Search By Company
Filter By Sector
Multi-select Actions*
Company Row
Company / Division
Sector
Status
Module
CXO / Lead
Start Date
Actions
Edit*
Mark as Inactive*
Delete*
Pagination
Create Company
A. Company Details
Company Name
Service Offering
Deliverable
Module
B. Company CXO Details
First Name
Last Name
Position
C. Send Login Credentials
Checkbox To send Login Details
Company Setup
0. Overview
A. Profile
B. Documents
C. Sector & Industries
D. Frameworks
E. Workplan
F. Questionnaire
G. Mapping Matrix
Create Division
A. Division Details
Division Name
Scope of work
B. Division CXO
First Name
Last Name
Position
Send login credentials to user
Overview
A. Required Document Upload
Business Structure
Organization Chart
Strategic Plan
Sustainability Report
Marketing Plan
Annual Report
B. Account Executive Details
Name
Position
Phone
C. Customer CXO Details
Name
Position
Phone
A. Profile
Primary Information
Company Name
Status
Assign Customer CXO*
CXO Email
Change CXO*
Resend Credentials
Delete User
Description
Company Type
No of Divisions
Countries of Operation
Annual Revenue
Head Office Location
Address Line 1
Address Line 2
City
State
Zip Code
Country
Secondary Information
No of Employees
No of Locations, Retails or Outlets
Impact Report Selection
Service Offering
Deliverable
Module
Banner Notification
B. Documents
Search
Upload Document*
Document Listing Table
Name
Type
Owner
Upload Date
Banner Notification
C. Sector & Industries
Sector Selection
Consumer Goods
Financials
Healthcare
Resource Transformation
Services
Transportation
Extractives & Mineral Processing
Food & Beverage
Infrastructure
Renewable Resources & Alternative Energy
Technology & Communication
Industry Selection
Search
Meat, Poultry & Dairy
Processed Foods
Non-alcoholic beverages
Alcoholic beverages
Tobacco
Food retailers and distributors
D. Frameworks
Framework Selection
ISSB S1
ISSB S2
California SB253
Tooltip Description
View Questions
A. Customer CXO Details
Questionnaire Details
Progress
Dimension
Industry
Sector
KPI
Topic
Operating Division
Scope
Framework
Priority
Division manager
Question Selection
Management Domain
Question Details
Question
Answers
Navigation
Save Progress
Submit Questionnaire
Select KPI
A. Create New KPI
B. Search
C. Filter By
D. Show
E. KPI Listing
Dimension
Topic
Material KPI
Sector
Industry
Priority
Scope
Framework
Tooltip
Select
Create New KPI
A. Primary Information
Sector
Industry
Material KPI Description
Dimension
Topic
Scope
Framework
B. Secondary Information
Priority
Code
Public Company
Applicable to SME
E. Workplan
Service Offering
Deliverable
Search
Details
Topic
Assigned To
Approved By
Start Date
End Date
Approval
Approval Comments
Timeline
Gantt Chart
Month Navigation
Tooltip Description
F. Questionnaire
Send Questionnaire
Question - KPI
View Questions*
Download Responses*
Send Reminder*
Dimension
KPI
Topic
Operating Division
Scope
Framework
Priority
Division manager
G. Mapping Matrix
Sector & Industry Information
Select KPI*
Approve Mapping Matrix*
Search
Filter By
Sort By
KPI Details
Remove*
Edit*
Dimension
KPI
Topic
Operating Division
Scope
Framework
Priority
Division manager