Environmental, Social, and Governance (ESG) Insights toolkit

ESG Insights is a pre-configured toolkit that helps you assess the environmental, social, and governance (ESG) health of your organization. You can view curated news stories, track and trend your ESG health scores over time, and make adjustments to your ESG program accordingly. You can also benchmark your organization's ESG performance against peers in the industry.

This toolkit is available only if you have a subscription to Diligent ESG.

How it works

You can use the ESG Insights toolkit to gain a comprehensive view of your organization's ESG health. You begin by installing the ESG Insights toolkit. After the installation, configure the robot task by entering the required parameters and run the robot task. After the robot has run successfully, the Diligent One Results tables get populated with ESG data of your organization.

Workflow

Installation and subscription requirements

Ensure that you meet the following installation and subscription requirements to use the ESG Insights toolkit.

Requirement	Notes
ACL Robotics Enterprise Edition	-
On-premise Robots Agent version 15	Verify the version to be installed - Unicode or Non-Unicode. For information about how to check the Robots agent, see Verifying your Robots Agent edition.
Diligent ESG	The ESG Insights toolkit is available only if you have a subscription to Diligent ESG.

1. Install the ESG Insights toolkit

1. Open the Toolkits app.
2. In the Available toolkits tab, click Install next to the toolkit you want to install.

   A panel appears with a preview of the toolkit.

   Important

   Choose the edition of the toolkit – Non-Unicode or Unicode – that matches the edition of the Robots Agent used by your organization. To verify, see Verifying your Robots Agent edition.

   The installation process works only if the editions match.

3. Click Install.

   Installation may take a few moments.

   Result When installation is complete, a success message appears.

   Note

   If an error message appears during installation, try installing again. If the installation fails again, contact Support.

The ESG Insights toolkit installs the following components in Diligent One:

Component	Name
Robot	ESG Insights Reporting robot
Collection	ESG Insights Reporting
Analysis	ESG Insights Reporting
Tables	ESG Health Scores ESG Media Coverage
Interpretation	ESG Media Article Feed

ESG Insights Reporting robot

The ESG Insights Reporting robot is created automatically when the toolkit is installed. This robot contains the script that sends the ID of your organization to Diligent Governance Intel and then populates the Results tables with ESG data of your organization.

2. Configure and run the robot task

When you install the toolkit, the ESG Insights Reporting robot task is created automatically. You have to run this robot task, and the robot task executes the script within the ESG Insights Reporting robot.

Before you configure

You will need the following to configure the robot task:

• ESG Insights token to connect to the Diligent Governance Intel.
• DUNS number of your organization. To learn more about DUNS numbers, see Data_Universal_Numbering_System.

Steps

Perform the following steps to configure and run the robot task:

1. Open the Robots app.
2. Go to Workflow Robots and click the ESG Insights Reporting robot.
3. On the Tasks tab, select the ESG Insights Reporting robot task and click > Edit.

   The Task Designer appears.

4. Under Analysis, click the down arrow and fill in the following parameters:

   Parameter	Description
   Enter the ESG Insights Token	Token required to connect to Diligent Governance Intel.
   Enter the DUNS number	DUNS number of your organization.

5. After completing the parameters, click the close icon X.

6. On the Tasks tab, select the ESG Insights Reporting task and click > Run now.

   Result the task starts and you can monitor its progress and view results in either the Tasks tab or the Task runs tab.

7. Optional. In the Task Designer, you can also create a schedule to automatically run the task. For more information, see Creating a robot task to run a script.

3. View results

After the ESG Insights Reporting robot task has run successfully, you can go to the Results app and view the populated ESG data of your organization.

Perform the following steps to view the results:

1. Open the Results app.
2. Open the ESG Insights Reporting collection.
3. Open ESG Health Scores and ESG Media Coverage tables to view the results.

4. Create visualizations

After the tables—ESG Health Scores and ESG Media Coverage—are populated with ESG data of your organization, you can build visualizations on top of these tables.

Things to consider when creating visualizations

You must keep in mind the following when building the ESG health score visualizations:

• Source data The ESG data populated in the Results tables comes from Diligent Governance Intel. The ESG Insights Reporting robot does not change or transform any of the health score data that is provided by the Diligent Governance Intel API.
• Data availability The health scores provided by Diligent Governance Intel reflect the media coverage received by the company. Companies that are not the frequent subject of media coverage may not have health data available for each pillar or topic, and in some rare cases, a company health score may not be available at all. Also, the ESG Health Score table shows only ESG pillars or topics of a company that have data available.
• Deciding which data to visualize You must build visualizations depending on the frequency of media coverage that your company gets in a pillar or topic. If your company receives frequent coverage in one area, it is better to create visualizations for that pillar or topic. Likewise, you can keep a low priority for pillars or topics that receive a low volume of media coverage.

  Tip

  Use the ESG Media Coverage table to get a sense of data volume for specific pillars or topics.

ESG Health Scores

The ESG Health Scores table contains three types of health scores:

• Health Score refers to the overall ESG health score of your organization.
• Pillar Health Score refers to the pillar-specific health score of your organization. There are four ESG pillars as defined by the World Economic Forum: Planet, Governance, Prosperity, and People.
• Topic Health Score refers to the topic-specific health score of your organization. Each ESG pillar contains numerous ESG topics such as Climate Change, Diversity and Inclusion, Human Rights, etc.

Based on the health scores, you can create different types of visualizations.

ESG Health Score Visualization Examples

For more information about visualizations, see Visualizing table data in charts.

ESG Media Coverage

The ESG Media Coverage table contains news stories about ESG in relation to your organization and industry. These news stories are the building blocks that are used to determine the health scores that appear in the ESG Health Score table.

You can filter the news stories by pillar or topic to see how much coverage they have received. You can also filter by company or industry to see their respective news coverage.

The ESG Media Coverage table contains an interpretation called ESG Media Article Feed, which can be used as-is or modified as per your requirement. This interpretation contains story health scores and story headlines based on each ESG pillar.