ESG Use Case Design

Serves as an umbrella for all of your ESG activities, such as data gathering programs and disclosures.

Functions as a central hub for creating and viewing all ESG data gathering activities, such as single materiality assessments, metrics, and metric results.

Represent 4 levels of organizational hierarchy, with Company at the top and Facilities the most granular. ESG metric data can be collected at each level of the hierarchy.

Allows you to document information about any users that will be involved in the materiality assessment and metric gathering process, such as internal and external stakeholders, leadership members, and metric providers.

Allows you to collect stakeholders' and leadership views on the material topics. This application also enables you to capture the organization's overall view of the material topics as well as an overall view for each region and country.

Note: If you're using ESRS, see the documentation for Archer Double Materiality Calculator.

Captures the feedback received from a materiality assessment campaign. This application is populated by a data feed, with one record created for each topic answered by the stakeholder or leadership member.

Allows you to document your management approach for your material topics and link them to disclosure topics where applicable.

Aggregates all of the individual responses for each material topic and provides a weighted average. This application is automatically populated by a data feed and used to generate a heat map of topic responses, that can be viewed in the Data Gathering Program > Monitor Performance tab > Materiality Topics for Management tab.

Allows stakeholders to identify the topics that matter most to them.

Contains the latest version of the following standards/frameworks metrics or recommended disclosures.

• SASB

• GRI

• TCFD

• ESRS

• IFRS

Note: See the Release Notes for more information about which ESRS and IFRS standards are currently supported.

The metrics within these standards/frameworks become organization metrics once your organization decides which standard or standards, disclosures, and topics it is using.

Identifies the metrics deemed most critical for the organization to track. They are created automatically from the ESG Library application.

ESG metrics are those that you will actually collect and report on, through periodic collection through the ESG Metric Results application.

Each ESG Metric represents a combination of organization metric and targeted organization level.

For example, say you have a "Total Energy Consumed" organization metric, you have selected to target all business units and you have 2 business units, the system will generate 2 ESG metrics:

1. Program Code | Org Metric Name | Business Unit 1 Name

2. Program Code | Org Metric Name | Business Unit 2 Name

Allows you to specify a target threshold value for each numeric or amount metric at the program, company, region, country, division, business unit, and facility level.

Note: Program-level threshold records are only generated if you have more than one active company and need to handle multiple hierarchies.

Allows you to see aggregated metric values for specific years.

Contains the metrics sent out through Archer Engage and the values returned.

Captures the United Nations Sustainable Development Goals (SDGs) and ties them to your ESG Library records, allowing you to track metric performance against your SDGs.

Users responsible for the set up and day to day management of the ESG solution. These tasks include replicating the organization structure within the solution, setting up the users, making the required metrics available to the organization for collection, and sending out ad-hoc materiality assessments.

Provides an overview of your materiality topics by EES category, PPPP category, EES impact, country, and region.

Breaks down your materiality topics by influence (both stakeholder and leadership views and by different categories) and displays your organization's overall view.

Allows you to view ESG objectives by performance status, view metrics by threshold status, and track metric performance against thresholds.

Displays metrics that have and have not met set thresholds, shows metrics by standards and topics and ESG categories and topics, and allows visibility into metrics without thresholds set.

Displays ESG metrics by provider roles, ESG category, standards, region, and country.

This Archer-to-Archer feed creates Material Topic Identification Questionnaires for participants identified in the campaign.

This JavaScript feed publishes Material Topic Identification Questionnaires to Engage to so that respondents can select topics. For more information, see Using ESG Management with Engage.

This Archer-to-Archer feed generates Material Topic Responses records for each phase of the campaign (stakeholders, leadership, and overall response).

This JavaScript feed publishes the Material Topic Response records to Engage so that the respondents can provide topic influence details. For more information, see Using ESG Management with Engage.

This Archer-to-Archer feed generates Management of Material Topics records based on the material topics identified in a Materiality Assessment Campaign record.

This Archer-to-Archer feed generates Material Topic Repository records.

This Archer-to-Archer feed starts the entire metric process. The "1-DFM: Create ESG Org Metrics from Library Records" report in the ESG Library combines any required metrics based on the selected standard/industry/sector along with any optional metrics that may have been selected by the ESG administrator.

This Archer-to-Archer feed is the second part of the metric generation process. After the ESG Administrator has configured the organization metric information, and defined business units and metric providers, this feed generates the ESG Metrics records.

There are also 4 additional feeds (ESG - Metrics Management DF2a - 2d), which are only used, as applicable, if you target a specific set of elements in your business hierarchy.

This Archer-to-Archer feed generates threshold records related to the generated ESG Metrics records.

This Archer-to-Archer feed is the first part of the metric result generation process, where individual ESG Metric Results records are created.

This JavaScript data feed is an optional feed to automate the publishing of Metric Results records to Engage. For more information, see Using ESG Management with Engage.