Case studies

Sustainability and ESG

Example: how a sustainability consultancy could run on MSMEPulse

An illustrative example for sustainability & esg consulting: how a sustainability consultancy could set up MSMEPulse, run a typical month, and what changes.

MSMEPulse team 路 路 1 min read

Example. This case study is an illustration of how a firm like this could work in MSMEPulse. It isn't a real customer, and it makes no claims about results.

Illustration: an MSMEPulse workspace with projects from ready-made templates for sustainability consultancies.

The firm

A five-person team helps listed companies and their suppliers prepare sustainability reports and measure their carbon footprint.

What made the work hard

  • Data collection from many departments took most of the time.
  • Clients underestimated the data work when agreeing fees.
  • Incomplete data was found late.
Diagram: from an enquiry to a proposal, a project, timesheets, an invoice and payment, for sustainability consultancies.
How work moves through MSMEPulse, from the first enquiry to payment.

How they set up MSMEPulse

  • Chose Sustainability & ESG Consulting at signup, with sustainability report and carbon footprint templates.
  • Made data collection a separate, priced stage in every proposal.
  • Sent data templates to client departments through the portal checklist.

The templates for Sustainability & ESG Consulting in MSMEPulse: Sustainability (ESG) report, Carbon footprint assessment.

A typical month

After the materiality assessment, data requests go to each department with due dates. The team checks each submission as it arrives and follows up early. Emissions are calculated, the report drafted, and the board review scheduled. Each stage is invoiced as it's completed.

What changes

  • Data collection is tracked area by area.
  • Clients see and pay for the data stage explicitly.
  • Gaps in data are found in week two, not week eight.

See it with your own industry

Sign up, choose your industry, and install sample data from Settings. You'll get a realistic business like this one, with projects from your industry's templates, clients, timesheets and invoices, to explore before adding your own records.