Operational Sustainability Workspace

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 3 minutes to read
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    Summary of ESG Workspace Environmental, Social, and Governance Management

    The ESG Workspace provides a user-friendly interface for managing Environmental, Social, and Governance (ESG) commitments. The dashboard offers quick access to various actions and reports, organized into sections that visualize data related to ESG performance.

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    Key Features

    • Quick Actions: Users can document material topics, create goals, programs, projects, and start disclosures, with some options dependent on integration with Project Portfolio Management.
    • Tasks Section: Provides a centralized view of all ESG-related tasks, including individual tasks, group tasks, and pending approvals for managers.
    • Overview Section: Displays the status of material topics, allowing users to see if goals are on-track, at risk, or off-track, with filter options for goal visibility.
    • Top Level Goals Summary: Offers detailed insights into goals, including classification, status, progress, overdue metrics, and risks. Integrated Risk Management installation reveals additional compliance and risk data.
    • Target Summary by Goal: Summarizes targets with details such as status, owners, and progress metrics.
    • Disclosures Section: Breaks down disclosures related to ESG performance, highlighting open, overdue, and soon-to-be-due disclosures, and provides filtering options.
    • Material Topics: Allows users to view material topics in Heatmap or List formats to assess their importance to stakeholders and business success.
    • Search Functionality: Enables users to search the ESG Workspace efficiently, with results displayed in a contextual side panel.

    Key Outcomes

    By utilizing the ESG Workspace, customers can effectively track and manage their ESG commitments, streamline task management, enhance visibility into goal statuses, and ensure compliance through comprehensive disclosure management. This structured approach supports informed decision-making and drives accountability within organizations.

    The Operational Sustainability Workspace is a simplified user interface designed for different users to perform their respective tasks. The home page of the Operational Sustainability Workspace displays various quick actions and reports.

    The Operational Sustainability Workspace displays different sections to provide data visualization for different components. These sections reference the three pillars of Environmental, Social, and Governance (ESG) commitments.

    The following image shows you the ESG home page. ESG dashboard.

    Each section of the dashboard is explained in the following sections.

    Quick actions

    When you log in to the Operational Sustainability Workspace, the ESG dashboard is the first page that is available to you. Using the Quick actions section on the Operational Sustainability Workspace, you can perform the following tasks:
    • Document a material topic
    • Create a goal
    • Create a program
    • Create a project
    • Start a disclosure
    Note:
    The options to create a program and a project are available only when you integrate with Project Portfolio Management.

    Tasks

    The Tasks section enables you to view the following:
    • Provides a single page for viewing all the ESG related tasks​.
    • Enables you to view the individual user tasks, user group tasks, my items, and watch list on the Tasks page in the workspace view​.
    • Enables you to view the pending approvals if you are a manager​.
    You can launch the Tasks page by selecting the Task icon on the Operational Sustainability Workspace ()

    Overview section

    Material topics are the areas selected by your company. The Overview section shows you the status of all those material topics that have associated goals and sub-goals for the three pillars.

    Each link is clickable and leads you to the related pages. You can see if the goals are on-track, at risk, or off-track. Using the filter on the page, you can either view all your goals or only your top-level goals.

    Top Level Goals Summary

    The Top Level Goals Summary section provides a more detailed view of the goals and their status. In this section, you can filter your goals by the three pillars. You can see only the top level goals and when the filter is changed, you can still see only the top level goals but the data includes all the child-level goals. Under this section, you can view the following items for your goals:
    • Goal: Shows all the goals.
    • Classification: Shows if the goal belongs to environmental, social, or governance.
    • Status: Shows if the goal is on track or off track.
    • Progress: Shows the progress value of the goal.
    • Off-track goals: Shows the number of off-track goals.
    • Off-track targets: Shows the number of off-track targets.
    • Overdue metrics: Shows the overdue metrics.
    • Overdue Programs/Projects: Shows the number of programs and projects that are associated with the goal.
    • Non-compliant policies: Shows the number of non-compliant policies that are applied to the goal.
    • High risks: Shows the number of risks for the goal.
    Note:
    Non-compliant policies and High risks appear only when you install Integrated Risk Management (IRM).

    Target summary by goal

    This section provides a summary of the targets by goals and their status, owners, measure, target value, actual value, progress, check in frequency, and who is the goal updated by.

    Disclosures

    The Disclosures section provides a breakdown of the different disclosures. Disclosure refers to the disclosure of data relating to an organization's environmental, social and governance performance. Such disclosures enable investors to make informed decisions by identifying companies that may pose a risk. This section displays the following information:
    • Open disclosures
    • Overdue disclosures
    • Disclosures due in 30 days

    Disclosures are of different types and each disclosure has a workflow. You can filter the disclosures using either the By type or By state filters.

    Pending disclosures

    The Pending disclosures section displays all the disclosures that are pending. These disclosures are displayed along with their state, type, and the person who is assigned the disclosure.

    Material topics

    Using the filter provided, you can view the status of your material topics in one of the following formats:
    • Heatmap
    • List
    In the Heatmap view, the Material topics section shows you the matrix of your material topics according to their importance to stakeholders and to business success. Each tile in the heatmap is clickable. If you opt for the List view, you can also see the priority and the classification of the material topics.
    Note:
    Only the material topics in the Monitor state contribute to this report.

    Searching in the Operational Sustainability Workspace

    You can use the ability to search the Operational Sustainability Workspace by using the Search field. To search the Operational Sustainability Workspace, select ESG workspace from the list. The search results appear on the contextual side panel.