ESG software to drive tour performance: from data management to value creation

Sustainability is no longer just a communication issue; it is now a strategic imperative for all companies. Regulatory pressure (CSRD, SFDR, European Taxonomy) and investor expectations demand total transparency on Environmental, Social, and Governance (ESG) performance.

To effectively meet these requirements, ESG software becomes essential. It allows you to centralize, structure, and secure data collection, facilitate reporting, assess ESG risks, and act in real-time on your ESG strategy.

Whether you are a company, an investment fund, an asset manager, a bank, or an insurer, an efficient ESG tool is a key driver to manage your extra-financial challenges.

Data collection and management

ESG data collection is often spread across multiple departments, tools, and manual processes. This undermines information reliability and slows down reporting exercises. Modern ESG software offers:

• Configurable collection campaigns: dynamic questionnaires, conditional display, automatic notifications to relevant contributors, etc.
• API integrations with your ERP, CRM, and accounting databases for automatic collection
• AI integration to analyze existing bases and auto-fill data points

At Greenscope, we also enrich missing data through external reference bases to ensure the completeness and quality of the ESG dataset.

Furthermore, data reliability is essential to ensure robust ESG reporting and relevant management. An ESG platform offers:

• Automatic consistency checks
• A centralized control tower to monitor progress and correct deviations
• Complete traceability of contributors, modifications, and sources (total auditability)

💡 At Greenscope, we offer standard and customized coherence checks. We also integrate historical data to ensure consistency and continuity with past performances.

Impact analysis and risk assessment

A high-performance ESG software integrates impact analysis tools such as:

• Carbon footprint calculations scopes 1, 2, 3 according to ADEME, GHG Protocol, SBTi standards
• Biodiversity assessment, natural resources, water, and soil
• Multi-level analysis: by project, entity, portfolio, sector

At Greenscope, we integrate these features and offer an approach based on recognized methodological foundations (ADEME, ENCORE, SBTn) to ensure the relevance and comparability of results.

These analyses, in addition to collection, help understand ESG risks. In the financial sector, this exercise is now essential, and a high-performance ESG solution must offer:

• A library of standard and sectorial indicators (e.g.: PAI SFDR)
• Internal and external benchmarks to compare the ESG maturity of an entity
• A customizable rating (scoring) to analyze performance, identify risks, and generate corrective engagement plans

Greenscope also integrates, in addition, ESG controversy analyses (with our partner SESAMm) for a comprehensive view of the risk.

Reporting and regulatory compliance

With the rise of non-financial regulations (CSRD, SFDR, European Taxonomy, TCFD, UK SDR, etc.), the requirements for ESG reporting have been significantly strengthened. Therefore, a high-performance ESG software must offer compliant reporting features, including:

• Automated exports aligned with regulatory formats (e.g.: XBRL)
• A ready-to-use library of international standards to simplify report production

For investors (funds, asset managers, banks), this notably includes the ability to automatically generate reports compatible with SFDR requirements, as well as perform the automatic calculation of Principal Adverse Impacts (PAI).

Beyond compliance, effective ESG management relies on a dynamic and exploitable data visualization, thanks to:

• Interactive dashboards updated in real-time
• Custom summaries by entity, at all levels of consolidation (project, subsidiary, fund, investment)
• Flexible exports (Excel, PPT, PDF) to facilitate reuse and adaptation to organizations' internal models

Personalization and user experience

Each organization is unique. Therefore, ESG solutions must be designed to adapt to them with a flexible and fully customizable architecture. ESG platforms must offer:

• A multi-level structure (e.g., fund of funds > funds > investments > projects)
• Access and rights customized by role (collector, validator, administrator)
• Custom validation workflows to secure the collection and reporting process

Furthermore, technology is not enough: ESG software providers must be able to offer ESG support and advice. This requires mobilizing an ESG expert team for each project: defining material issues, selecting and defining relevant indicators to report on, building custom scoring systems, regulatory compliance support, and more.

Integrations and interoperability

High-performance ESG software must be able to easily integrate with the existing information systems of organizations. Through API connectors or native integration mechanisms, these solutions allow automatic synchronization of ESG data, thus limiting double entries, reducing errors, and ensuring continuous updates.

The best ESG tools also offer access to external databases to enrich collected information (via ESG proxies, sector benchmarks, or public databases).

In parallel, capitalizing on platforms' internal data allows building consolidated datalakes, useful for refining analysis, making sector comparisons, and improving the overall quality of ESG reporting.

💡 At Greenscope, we are connected to external databases like Exiobase / Ecoinvent / ENCORE and have over 7,000 user companies to provide anonymous sector insights

Security and data protection

ESG software must guarantee an impeccable level of security and compliance to protect often sensitive and confidential ESG data. This is essential for the reliability of reporting and stakeholder trust. Solutions must ensure optimal protection through:

• Certified hosting (SOC 2, ISO 27001) and GDPR compliance
• Automated backups, replicated across multiple data centers located in different geographical areas to ensure maximum redundancy and resilience
• Regular cybersecurity audits, conducted in partnership with authorities like ANSSI

Additionally, the ESG audit of data is integrated into the core of the system: every action (collection, modification, validation) is tracked, with an indication of contributors, sources, and supporting documents associated with each ESG indicator.

1. Can the Greenscope ESG software integrate with our current tools (ERP, CRM, accounting software)?

Yes. Greenscope offers API connectors enabling seamless integration with your existing systems (ERP, CRM, internal databases, etc.). These integrations automate ESG data collection, reduce human errors, and free up time for high-value-added analysis.

Interoperable solutions are now essential to accelerate reporting processes and improve overall ESG performance.

2. Does Greenscope's ESG software support automatic data import (API, Excel files, databases)?

Absolutely. Our ESG platform incorporates an AI layer that facilitates processing heterogeneous files (Excel, internal bases, etc.) and intelligently pre-filling ESG indicators. It also handles complex cases of data structuring, like mutualizing responses on similar indicators across multiple LP questionnaires for a single GP, as well as managing co-investments.

3. How is the ESG data collected and stored by Greenscope's ESG software secured?

Greenscope relies on a highly secure infrastructure, with:

• Certified hosting (SOC 2, ISO 27001 providers)
• Hourly backups, replicated across three data centers located in different European countries
• Strict GDPR compliance and annual cybersecurity audits conducted in partnership with ANSSI

The entire platform is designed to ensure traceability and auditability of each data point.

4. Is Greenscope's ESG software compatible with ESG standards and regulations (CSRD, SFDR, TCFD, GRI, SASB, etc.)?

Yes. Greenscope allows for compliance with all major ESG frameworks: CSRD, SFDR, European Taxonomy, GRI, SASB, TCFD, SDR, etc. But beyond compliance, our solution allows you to:

• Create custom ESG reports aligned with your strategy
• Generate personalized dashboards
• Facilitate decision-making through dynamic, sectoral, and consolidated analyses

5. What level of technical support and regulatory updates does the software offer?

Each customer benefits from personalized support with a dedicated account manager, responsible for the proper deployment of the platform: parameterization, choice of indicators, configuration of scorings, customized dashboards, etc.

At the same time, an in-house team of ESG experts ensures continuous regulatory monitoring (CSRD, SFDR, Taxonomy, etc.), used to adapt the software's functionalities in real time to the latest regulatory and sectoral developments.