Introduction: Getting started with KEY ESG
Welcome to KEY ESG! KEY ESG is your all-in-one platform designed to make managing ESG data effortless. From automated data collection to real-time reporting and actionable insights, we help you stay on top of evolving regulations while improving your sustainability performance. With KEY ESG, you can track progress, set meaningful targets, and confidently drive your ESG strategy - all in one place. Say goodbye to spreadsheets and hello to seamless ESG management!
Simple steps to get started
Now that you successfully logged in to the KEY ESG platform, here a few steps to take to get your platform ready for data collection:
Adding new users: You can invite new users to the platform to facilitate collaboration and review during the data collection campaign. Navigate to "Users" in the lefthand menu under SETUP and assign a role based on the level of access you would like to assign (Admin, Team Member, Data Gatherer). For further information on roles, and inviting new users, see this article.
Creating entities: Entities refer to any part of your organisation, from offices and factories to renewable energy installations like solar panel or wind farms. Accurately defining these entities is essential because they form the foundation for how your data is collected, tracked, and reported. Navigate to "Entities" on the lefthand menu under SETUP and create your entities that your organisation wishes to track KPIs for, enter the entities informatin, and assign an owner to that entity. For further information on creating entities, please see this article.
Creating custom metrics: If your organisation would like to track metrics that are not included in your fund managers requested set of KPIs, then you can create your own custom metrics using KEY ESG's custom metric maker. Yu can select the category, name, question type, and add helpful resources and further information to help your colleagues answer this question accurately and fully. For further information on creating custom metrics, please see this article.
Now you are ready for the final step of preparing your KEY ESG portal for data collection: setting up your data request.
Setting up your data request
Setting up your ESG data request process can be streamlined, whether you're a standalone organisation or a fund manager undertaking a self-assessment. The Data Request Setup button allows you to manage your entities and configure your data requirements with ease. This guide will walk you through the steps needed to set up your frameworks, data points, and deadlines efficiently, ensuring that your data collection process is organised and comprehensive.
Loom video
Watch this video below to learn how to set up your data request.
How to setup your data request
Follow these easy steps to set up your data request (including the metrics you will measure for the respective entities in your organisation):
Confirm entities: set up your reporting entities, add tagsm and assign an organiser by clicking on "Manage entities". The green banner below will show you how many entities have been set up, and have been assigned data points.
Frameworks and metrics: set up your frameworks and metrics by clicking on the set "Setup" button. You will be guided to the metric set up library where you can select the metrics you would like to collect data on. Click save to load save your metric select.
Data point requirements: configure how your datapoints will be answered across your organisation.
Start by clicking on "Setup". Select you datapoints that you would like to configure. You can also use the search bar at the top to search for your datapoint.
Assign a cadence to your datapoints (annual, quarterly, monthly).
Click on "Assign entities".
Select or deselect which entities you would like to collect data on your specific ESG metrics.
Make sure that all data points have been assigned to entities. If not, the data request launch button will not be activated and you will not be able to commence your data collection.
Deadline: select a deadline for your ESG data request to be completed.
Select "Launch Data Request", and your data request will be live in the platform.
Next steps
By following these steps, you'll have successfully primed your KEY ESG portal ready for your data collection by adding users, creating entities and custom metrics and setting up your data request. If you have any questions or need further assistance, don't hesitate to reach out to the KEY ESG support team via the in-platform chat function or by emailing us at support@keyesg.com. We're here to help!