Transform the complex Corporate Sustainability Reporting Directive (CSRD) requirements into a manageable, step-by-step project. By understanding the standard rollout phases and utilizing the platform's dedicated modules, you can guide your organization from initial scoping to final audit disclosure without missing critical milestones.
Understand the Reporting Timelines
Before launching your internal project, you must identify your exact regulatory deadline based on the February 2026 Omnibus Directive updates. This dictates when you must start your data collection.
EU Companies: If your company exceeds both €450 million in worldwide net turnover and 1, 000 employees, you must collect data for the financial year starting in 2027 and publish your report in 2028.
Non-EU Parent Companies: If your ultimate parent company is outside the EU but generates at least €450 million in EU turnover, your data collection begins for the financial year starting in 2028, with publication in 2029.
Tip: We recommend initiating Phase 1 (Framing) at least 9 to 12 months before the start of your targeted financial year to ensure your data collection processes are fully operational on day one.
Phase 1: Project Framing and Double Materiality
The foundation of any CSRD project is defining your exact scope and determining which sustainability topics are material to your business.
Complete the Onboarding Module: Define your organizational reporting perimeter (subsidiaries and facilities) and identify your core internal stakeholders.
Assign System Roles: Navigate to Settings > Team Management and invite your executives, legal team, and operational managers to the platform.
Conduct the Double Materiality Assessment (DMA): You must formally assess how ESG issues impact your business financially, and how your business impacts the environment. The results of the DMA strictly dictate which specific ESRS topics you are legally required to report on.
Phase 2: Initial Data Collection and Gap Identification
Instead of waiting to gather all information at once, you must perform a "quick pass" through your material indicators. This rapid data collection phase separates what you already know from what you need to build.
Input Available Data: Navigate to the ESG Data > Data Collection tab. Instruct your Data Owners to immediately input any readily available metrics and attach existing corporate policies to their assigned forms.
Leverage AI Auto-Filling: Navigate to the Documentation Management tab and upload your existing policies to let the AI automatically extract answers for empty forms.
Tag Missing Information: For any indicator where the data does not currently exist, the Data Owner must open the form and click the Skip button. They must select the "data is unavailable" option to formally log the gap in the system.
Phase 3: Gap Analysis and Prioritization
Once your initial data collection pass is complete, you must strategically review the indicators you tagged as unavailable. This transforms your missing data into an actionable roadmap.
Review the Dashboard: Navigate to the Gap Analysis dashboard to view a consolidated list of all material datapoints currently marked as skipped or unavailable.
Assess the Effort: Evaluate the complexity of generating the missing data. Some gaps may require drafting a simple internal policy, while others might require installing new energy meters at your facilities.
Prioritize Production: Build an internal action plan to produce this missing data, prioritizing mandatory quantitative metrics and critical transition plans required by the CSRD.
Phase 4: Deep Data Collection and Validation
With your action plan in motion, your operational teams must source the prioritized missing data and finalize all records for internal review.
Update Unavailable Forms: As new data is produced, Data Owners must return to their skipped indicators in the Data Collection table, remove the unavailable status, and input the new metrics.
Mandate Evidence: Ensure every completed form includes an uploaded source document in the Add Document section to prepare for the external audit.
Execute Internal Review: Validators must systematically open the completed forms, review the provided evidence, and click the Mark as Validated button to lock the data and finalize the internal workflow.
Warning: You must enforce strict internal deadlines during this phase. Do not wait until the end of the financial year to begin producing missing data, or you will lack the time necessary to correct errors before the audit.
Phase 5: Audit and Final Disclosure
The CSRD legally requires a third-party review of your sustainability data before you can publish it alongside your financial statements.
Onboard the External Auditor: Invite your independent assurance provider to the platform and assign them the strict read-only Auditor role.
Execute the Audit: The Auditor will navigate your validated Data Collection table to review your justifications, download attached evidence, and perform their "limited assurance" assessment.
Generate the Final Report: Once the auditor approves the data, you will extract the consolidated metrics from the platform to format your final Sustainability Report.
Publish the Disclosure: Present the finalized report to your Board of Directors for approval, and legally disclose the document to the relevant European authorities and public stakeholders.