joining this is our uh live on service now 360 Round Table um the topic is optimizing ESG management for csrd and other sustainability regulations my name is Elsa pulik and I am a product and solutions marketing MBA intern um I'll hand it over to Rob to introduce himself you're muted Rob classic hey guys I'm Rob Garcia I'm our lead ESG Solutions consultant for Europe Middle East and Africa based out of Amsterdam and Michelle hi everyone uh my name is Michelle Kyle I am H Rob's counterpart um a colleague I'm a senior advisory solution consultant specifically for ESG offerings uh covering Ams for service now and Britney uh thanks Michelle hello everyone I'm Britney pened I'm the outbound PM for ESG management the uh Solution that's the topic of the conversation today all right great thanks so much for joining us today we have like a few housekeeping items before we get started so just so all the attendees know you'll automatically be placed on mute um you can use the Q&A feature in the zoom call to ask questions throughout the session uh this session will be recorded and will be shared on the service now Community Forum after the session and also after the session ends you'll be prompted to fill out a short survey we appreciate your feedback so we can bring you other excellent sessions like this uh that help answer your most pressing questions all right without further Ado we can get started thanks Elsa y so I think I'll take over from here to talk about what ESG looks like at service now can everyone see my screen we good transfer complete all right so before we talk about csrd and how we can solve that let's just talk a little bit about what ESG looks like at service now and essentially we take a platform approach to ESG within within service now and we really break this down into two main buckets of of applications the first is the ESG application you can see our internal jargon or the application that supports the functionality above in the brackets now the ESG application is really all around retroactive performance measurement so you have something like a goal a target a regulation or a framework that you're trying to collect data for you acquire that data you perform your calculation aggregation and Assurance activities and then you publish that in a form of a disclosure an annual sustainability report a regulatory disclosure Etc but at the end of the day it's all around measuring the performance of your business and your value chain then we have a whole Suite of tools that enables proactive performance Improvement so we have for example strategic portfolio management SPM which enables forward-looking Investments and initiatives around ESG so think like your 2030 uh NetZero road map for example we have the ability to operationalize ESG through policies and their Associated controls and then the Assurance activities so think things like sustainable procurement policies or diversity equity and inclusion polic policy and then lastly we have risk and opportunity management both let's say Enterprise and operationally and then outside the four walls of the business as well so upstream and downstream in the value chain and really all of the light green can be seen as the other bucket which is proactive performance Improvement so really combined what you're getting here is a system of record and a system of action within service now and when we talk about csrd in a minute you'll understand why this is so vital moving forward for organizations to consider let's talk about csrd I'm sure many of you are intimately familiar with it so we won't go into amazing detail here but at a high level overview it is the new regulation driving a lot of the ESG conversations and it comprised of several M pillars including environmental social and governance pillars there are also other considerations or many organizations now have to consider which is things outside the value sorry within the value chain of their organization such such as affected communities and consumers and end users so it goes outside the four walls of their business and as well as some of these governance components which may be new to a lot of ESG teams if I drill into the regulation to look at what we call the citations or kind of the underlying subsections of that you'll notice a few things that stand out and that's really we need policies actions and resources quantitative kpis and physical opport physical sorry risk and opportunity management of physical and transition risks and essentially we need these for almost every single one of these buckets we need that for pollution we need that for circular economy we need that for social for the for the most part but what really stands out here as opposed to let's say voluntary sustainability reporting or kind of classic CSR reporting is that the quantitative data component in this Casa example scope 1 two and three data is really a small part of what's actually required by organizations a majority 2third or more is actually going to be narrative meaning it's going to be statements that are coming from your policies your resource planning your risk your risk statements and risk mitigation plans Etc and that's really the new challenge that we're hearing with many of our customers is how do we acquire that data distill that in an audit ready way and then of course disclose that information now if you can remember these bold bolded or highlighted yellow areas for me you can see here that if I move to the next slide these broadly these broadly correspond to the four major areas that service now covers with an ESG so our solution was built to cover csrd and other regulations like SEC and issb in the future so again it really maps to we have the quantitative component for data collection reporting but we can also have your policies and your controls we can store your forward-looking Investments and action plans and we also of course can store risk and opportunity state uh statements as well and so in this way we can cover csrd end to endend and be a programmatic tool for our customers and not just let's say a carbon Point solution or let's say an environmental data collection reporting tool it's really an endtoend csrd and SEC ready Solution by Design from the ground up additionally we're supporting our customers by providing this content for this intellectual property baked into the platform so we have a dedicated ESG product management content team whose whole job it is is just to monitor the space and update our content store with things like Frameworks regulations in the mission Factor sets Etc this of course now includes csrd and the way it works is it's a plugin that's stored in the cloud that you can then go and update anytime into your license and download this and all this content is available for free the value ad here over many other tools is that this is a plug-in within the service now store it's stored in a SAS format so again all this is auditable and you can get the changes in your real time as we push them out to you another way to think of this right is sort of you can see the text on screen here essentially those again are the really main areas of the csrd are the policies the processes targets and the related kind of action plans and the quanti metrics but we really want to stress here that you know the quantitative component is really a small part and and frankly it's not it's not been a large challenge for many of our organizations outside of let's say some scope 3 or some of the gaps they have in their metrics because most companies have been doing voluntary sustainability reporting for some time now and so they have a large number of these quantitative kpis it's really the ability to pull in things like targets related to each and every one of these controls and polic that that's where we're seeing a lot of our gaps with our customers and so providing this functionality has really been you know a huge game Cher for them in order to quickly ramp up and maintain compliance with csrd sec in the future and others let's talk about the SEC right because I think that's also important to many of our stakeholders on the call as well it's essentially climate related and again there's similar functionality that will support this just in a more limited Sunset right so we can conduct risk assessments within the ESG application or we have a risk management application to conduct really like fullscale physical and transition Enterprise level risk assessments as well we have the ability to collect goals and targets excuse me and of course we have the ability to do those quantitative calculations for virtually every category of scope three for Scopes one and two as well now the really the benefit kind of why we show those slides from one to the other is just to show that if you're able to comply with csrd you'll be able to comply with SEC there's the overlapping functionality it will work for one it will work for the other and then it will work for issb in the future so that's another kind of value ad for our customers especially ones that are large multinationals you can purchase the solution once get it up and running as we recommend for something like csrd and then quickly be able to ramp up for SEC issb and others that are coming down the pipeline or in different regions around the world the last thing I'd like to touch on here is really again the solution offering of how we map that to csrd as we've seen today C csrd is a pretty broad-reaching application that covers environmental social and governance pillars and it also requires organizations to go outside the four walls of their business into the value chain this is where tools like thirdparty Risk Management come into play so we have all of the tools which on a single platform on a single code base the value for customers there is it allows them to compile all this information in an audit ready tool as you can imagine it lessens the audit process when everything is on the same codebase same platform and they can just drill right down and and investigate let's say errors and Emissions or any um let's say issues that arise during the audit process then of course it makes it much easier from a disclosure process as well the last thing I would just like to tickle I think um sort of tickle or tease I suppose is some of you in in the audience might be thinking well where can we go with this if we have everything on the same platform and that is yeah if you have your policies if you have your risks and risk statements and your risk mitigation plans and you have your action plans and it's all the same codebase and same data layer in the future generative AI may be able to scan your policies and and quickly condense that down into a statement or a narrative that can be used within csrd so that's just another huge Advantage by having everything in a single platform and a single code base there will be immeasurable gains like that in the future as you can imagine with generative Ai and other tools all right inmation why service now for csrd SEC and other regulations we provide the quick start content and then so to to help you basically fill in the gaps in your Gap assessments that you've been performing for csrd it's kind of a One-Stop shop so it is csrd SEC and others ready additionally we have road map items to operationalize ESG some of you may have already seen our sustainable it tool that's come out we'll have responsible procurement in the others safe workplace coming out so basically the ability to track data at the source of where where it's being kind of impact is being generated so to speak um also from an organizational standpoint you're in good hands we have you know virtually all of the Fortune 500 and we have a ver almost I think it's 99% renewal rate so we're a company that delivers on a road map and cares about our implementations and makes our customers happy we're not just flashing road map on the on the screen here during these webinars and not delivering on it and then if you don't believe us check out we have some you know quantitative data to back this up we have a high Roi as a platform this has been verified by Forester and others so again it's the solution is great the company is great and the ROI is great for you guys and that's why we you think you csrd SEC and others would make a great fit on this service now platform so with that I would like to pass it over to pry pedet here for a live demonstration perfect thanks Rob and I will do my best to give you all visual for everything that Rob just described um so I'm GNA go ahead and share my screen out here can you all see the ESG dashboard okay yep I think we got it perfect thanks Elsa all right so as I walk through today I'm going to take a look at a few different areas of the solution where regulations like csrd especially but also all of the others that Rob just mentioned will come into play and how our customers can actually leverage the platform to be able to support the regulatory reporting requirements so from the home screen we've logged in here to service now is ESG management dashboard and this is where a uh sustainability director a CSO or anybody who's really tactical in nature and a sustainability analyst anybody within the sustainability profession is going to see all of their relevant information centralized uh this dashboard gives quick one-click access to all the relevant areas of the application that they might need so things like quick actions that they may need to take if they have any pending actions outstanding approvals things like that uh and then of course uh drillable visibility into things like how we're performing against our goals right so keep in mind that ESG management the service now tool is much more than just a simple uh data collection and Reporting platform right you're really managing your sustainability initiatives out of the tool as well in addition to tracking all of the kpis and the relevant data that will eventually make its way into a regulatory disclosure so from within here we can see things like what are the goals that we're working on what's our status of each of those goals right where are we on track versus where do we maybe need to drill in and accelerate or or expedite some of the activity taking place in that goal are there any critical targets that we have in mind right if our goal is to get to net Zer by 2030 how are we tracking against that specific Target that we have in mind um here we'll come back to in a minute this is where we can see all the open disclosures that we're working on the different types the regulatory bodies that we that we may be working on and then if we completed a materiality assessment and wanted to plot our material topics we could see all of that here as well so again one centralized place to see all of your relevant ESG and sustainability initiatives and all of the data that we'll talk about from a regulatory disclosure standpoint so specifically around csrd let's go ahead and take a look at a few of the different things that Rob mentioned I'm going to come over here to our content accelerator and this is the in application Marketplace or store front where service now makes available all of the citations and Metric definitions that Rob mentioned so your citations are going to be those individual bullet points from a regulation stating exactly what you need to report and the metric definition is service now term for that field or that value that you need to capture it can be quantitative or qualitative right an open text response or a really specific numerical value like the number of uh the or the total ghd emissions for your whole Oran organization and you can see here that right now we do cover six total Frameworks and regulations uh we'll drill into csrd in just a second and look at the esrs content that we make available but you can see that we also support gri sby tcfd the UN sdgs as well as sustainable it.org so not to derail the conversation but if your organization is starting to look at how you can run a more sustainable it organization reducing the emissions from your Hardware footprint for example your dat Center usage um of course that deails really nicely with the other applications within the service now platform so just a small plug for what we call our sustainable it solution that combines ESG management with Hardware asset management and we've partnered with sustainable it.org which offers the first set of um uh reporting requirements around this specific topic so for organizations that are prioritizing their it sustainability this is a great set of delivered content to start to take your it sustainability to the next level but this is not a conversation about sustainable it.org we're here today to talk especially around esrs content um and what you don't see here of course as Rob mentioned was SEC because we're waiting on that rule to be finalized for all of the legislative action um all of the uh the ensuing uh uh legal activity that needs to take place for that rule to be finalized and then once that is finalized as Rob mentioned we have an entire team who's dedicated to creating that content so you will also see a card here for that as well um as well as any of the other regulations that we will be releasing content for they'll all have a card here as well um and we update them regularly Whenever there is an update to the set of Standards so gri for example there used to be a 2016 set u but that was supplanted by the 2021 set of data and so that's what's available here now and customers can choose the correct version or the version that they want to use so let's go ahead and take a look at the esrs content and see what's actually included within uh the content accelerator the first thing that we see is just a disclaimer a reminder that what you disclose and how you disclose it is up to you but we do make this content available to help accelerate your reporting process so taking a look at this like I said we're going to take a look at citations as well as metric definitions so the first thing that we're going to do is choose the citations that are relevant to us right we know from looking at esrs the citations that are going to be relevant to everybody are going to be your esrs one and some of your esrs uh two reporting requirements so those are the things that are applicable to every organization um and then depending on what's a material topic for you some of the others may be relevant as well um and then when the sector specific requirements come out as well those will be added and available here too um but once we can once we come in here we can see the full list of all of the closure requirements um for each one of the different sections um and you can come in and take a look at the specific description the report reporting requirements for each one the citation number any additional guidance that there may be um so for example anything that you may want to validate and make sure yes this is exactly the citation that I want to make sure we include in our reporting we can see that here um I as we know esrs has a ton of Standards so we can see all 1100 included within here as well um we can go ahead and select all of them if we wanted to we could select a subset that's just relevant for us and our organization but once we've choosen chosen the citations that we want to include in our reporting we can go ahead and say next and that will take us to the list of related mapped met metric definitions so remember the citations that we just chose what's in the actual standards themselves that we want to include in our reporting and the metric definition are going to be those values or those fields that we fill in within the organization to make sure that we're capturing all of that relevant data right so each one of these may turn into a metric task that gets sent to an individual within the organization who owns that particular piece of data is a data owner if you will um and so by selecting the citations that we want to report on the system is automatically showing us the related metric definitions that are mapped to that citation and so from here we could select all of these or select just the ones that are relevant to our particular organization and then hit submit and that will install all of those metric definitions and allow you to activate them turn them on configure them tweak them assign owners right build out the additional details that are relevant for your organization to personalize that metric definition if you like and all of this is going to automatically include the linkage to that particular citation we also do support interoperability here as well so if there are uh alignment between some of the gri and the esrs standards that you're going to be reporting on all of that is also going to be included and delivered within the set of metric definitions so instead of installing all of these uh from scratch I'm going to go ahead and take a look at our list of already installed metric definitions where we can see an example of this in action so I've just switched over here to our list View and our list view shows us all of the critical relevant elements that we use to manage our sustainability initiatives within the tool so this is things like what are our material topics that are generating or or creating all of the initiatives that we're working on as an organization what are the goals and targets associated with that activity right so really managing the sustainability programs in addition to all of the data that you need to report to a regulatory body or in alignment with a voluntary framework coming down here we can see that those uh lists of metrics now there are different types of metrics as you can see here we've got automated metric definitions so automated meaning automatically that data will be sourced or populated from across the system this is great for areas that you might have an integration to a thirdparty tool such as an hris tool for populating some of your employee demographic data um or this could also scrape information or data from across the service now platform really naturally right I mentioned sustainable it if you're running a sustainable it organization you might want to be pulling in some of the data that lives natively within your Hardware asset management or another itam application in order to populate some of your ESG reporting so with automated metric definitions you have the ability to reference those tables and pull in those values uh automatically on a Cadence of your choosing uh what we'll take a look at here are your manual metric definitions so this is for that data that maybe you don't have living in a system that you integrate with or maybe it's not housed natively within service now you need to send this task to an individual within the organization in order to populate this data um so think of the traditional world of collecting ESG data right A lot of it is done in spreadsheets and in uh just over email right so the service now system actually introduces a lot of structure and accountability by setting up these manual metric definitions so that data owners can actually populate this data directly into the system right so it's governed by security there's a workflow for each task to make sure that you're capturing that data uh in a secure and timely fashion and that way you can also validate that you have the information that you're looking for that it has the supporting evidence Etc so the metric definitions that we take a look at today will be in this list um and then finally I'll just mention we also have calculated metric definitions so if you're sourcing information like energy consumption data or resour other types of resource consumption from across different office locations Warehouse locations uh manufacturing locations a distributed list of sites for example you may want to aggregate all of that together and roll it up to calculate a total overall value for the organization that's just one example of a calculation that you may want to create but this is where you can create and format those calculations build those formulas as well we do support the actual ghg calculation process as well we do deliver emission factors that allow you to take that input data that raw data of energy consumption and apply the appropriate emission factor in order to result in your co2e or the emissions associated with that activity so all of that calculation takes place here within your calculated metric definitions um if you want more information on that please reach out to your reps they'll get you connected with Michelle and Rob for a deeper dive demo but I just wanted to mention that those are the different types of metric definitions so as you go ahead and activate your esrs metric definitions that we saw from the content accelerator you may choose to change the type of those metric definitions to automated or possibly even to calculate if you're sourcing that data from a set of uh a smaller set of metric definitions or a distributed uh list of metrics from across the organization um or change it to an automated metric definition if let's say that's something that you already collect in the example I used earlier NH HR System that metric you may not even need to worry about collecting manually you may be able to populate a large swath of your esrs standards from a system that you already have an integration and can collect that information in an automated way so let's take a look at some of the metric definitions or at least one of the metrics definitions that I mentioned earlier so I'm going to come in here and we can see we've got a whole long list of manual metric definitions to collect I'm going to come in here and look for uh all of the total reductions in ghd emissions it is one of the uh questions in the um esrs standards so we're going to be looking for total ghg emissions for scope one two and three and we can pop open this metric definition and see a few of the elements that I mentioned earlier so within this metric definition we can see just a high level summary of all of the aggregated data um and then down here on the side we have all of the related information for that metric definition so that's going to be things like what entities are in scope right if we're collecting this from lots of different sites for for example and we need to aggregate it together we could do that um or if we're just collecting it for the global organization or maybe this is only relevant for one business for example if you're reporting on a limited set of data or a limited set of geographies let's say you can see exactly which of those organizations or people or other types of entities are in scope um we can also see things like uh the related goals and targets for this metric definition as well right so I mentioned that you're managing your sustainability initiatives and program and here too you're not just using this as a data repository so where we have initiatives like accelerating decarbonization or we have a goal to get to Net Zero within our scope 3 emissions we can see those goals related to this particular data point so yes it is a data point that is going to be reported out in uh for csrd in alignment with the esrs uh standards that have been delivered but we're also using it as an internal metric to track our progress and performance against these goals as well the one that I really want to hammer on is the citations tab so here we can see this is a list of all of the relevant citations for this particular metric definition so this particular value may appear in multiple different citations within the uh within the esrs and I mentioned that we have interoperability with other Frameworks for example gri so this particular metric definition comes out of the box with that gr related citation in here as well slightly different citation name but it's the same data point and so all of those citations are attached to this metric definition so when Rob talked about collect once and respond many this is a perfect example of how you're managing a single data point but it's tagged and aligned to these different Frameworks and different regulations to make it easier for you to respond to all of the different types of Frameworks or uh uh reporting standards regulatory standards that you may need to respond to so last thing that I'll show you in here as well is of course with service now we're always working on having a really strong UI and navigate uh navigability so for uh this particular metric definition we can take a look at the 360 View and as you're navigating around the system we can see what are those lists of related citations entities goals targets that we're working on that apply to this particular metric definition and what are the uh related data points as well so what are the metrics that we're collecting so um what's that particular in in that specific entity where we're collecting that information from and of course we could navigate around from in here as well so we can see that list of citations we can see those lists of goals um if there's any Targets that we're working against a specific numerical Target for example we can see that from within this 360 degree view for this particular metric definition okay next couple of things I want to to mention is okay we've got our metric definitions set up or we're in the process of setting them up let's say how do we make sure that we have all the information that we need is there a uh is there a place is there a set of reports that we can use to check in on and see how we're actually doing against collecting all of the data that we need um and yes of course there are lots of different ways to visualize this information um the one that I'll take a look at uh today is our ESG dashboard so this is an example of a dashboard that we've configured to show lots and lots of metrics and data all in one place to give you that comprehensive look at what's going on in the organization from a performance standpoint and from a compliance and Reporting standpoint as well so in this particular dashboard we can see that we're capturing things like trending performance over time so how are we actually doing from the the actual performance of our initiatives are they effective are we getting the results that we're looking for so we can see that Trend analysis all of this is drillable so we can slice and dice right everything that you would expect to show you how your how your actually stacking up against those values um but relevant most relevant for us today is the compliance so if we take a look at the compliance tab that we've got in our uh dashboard that we built out here we can actually see a list of the different Frameworks and standards that we are reporting against so we've got four of them here we've got the esrs J sasy and tcfd and if we open up the uh esrs standards we can see a total list of all of the the standards the associated metric definition that we have within the system that's been taged that citation and we can see if that's active or not right so if there is a metric definition that we installed from that uh that content accelerator app but we haven't actually collected the data for it yet turned it on and started working on it this will let us know okay we've we've gotten some of them underway so far but let's go ahead and make sure that we're capturing all of the values that are not active yet go ahead turn on those metric definitions send out the task to your data owners if you're going to collect it manually or point that to a table within service now if you're going to collect it in an automated way um or configure the calculation if you're aggregating different data points in order to arrive at that particular value go ahead and get that set up and make sure that you're collecting that data so from an esrs standpoint you can always come in here and see how you're performing against these uh different citations that you want to report again for against for csrd and then finally the last thing that I'll mention as we sort of move through the timeline of installing your metric definitions collecting the data that you need validating and make sure making sure that you have everything is what happens when you are actually ready to prepare a report against this information um and so for this I'm going to point us to the disclosures uh tab that I mentioned earlier come back to our ESG workspace where I mentioned that we have this widget for managing disclosures um and we can see that we've got a few different types of reports going on just an annual esrs report a couple of different examples of uh additional regulatory reporting as well as some esrs reports so I'm going to drill in here and we can see what the process looks like for a particular disclosure so in this workflow what we're saying is okay we need to generate a report that includes all of the information for all of those data points that csrd expects for us what are all of the things that are listed out in the esrs that we need to include to make sure that we're compliant with csrd and so this workflow is tracking actually generating that document making sure that all of the links to the different metrics and the data points that you need in order to answer those questions are included and the workflow behind this as well uh for approvals right so once you have a document that collects all of the esrs data that you need actually sending that off for final approval through your leadership chain so I won't go through the whole process but I will just check in and show you an example of what this looks like as you prepare this disclosure um in in this initial State we have a draft overview just a template of what this could look like we've got a summary of that disclosure here so our service now esrs report um and this is a really just a blank version of all the esrs standards that we want to report against right so this is just those Open Fields where we could populate with those values um and what we can see here is that there's obviously a lot of information to include um but this is essentially it's a Word document that we're actually going to write and populate those values directly from service now within this document itself within this template so I've already downloaded this uh this template and I'm going to go ahead and open it so that we can see what this looks like as we're actually adding in those values um and we can see we've got it pulled up here with in Microsoft Word So within this word document using the service now Microsoft 365 plug-in we're able to work on this document in multiple different ways we can work on it from the desktop we can also work on this out of one drive which of course allows you to collaborate with different folks to make sure that everybody has the ability to input um and answer and and address these questions um in the way that is necessary not necessarily to actually generate or create the data or responses in here because you're already doing that as you capture that data through your metric data tasks but populating those results into the report in the format that you want to see it before this goes out for final approval so here's that table that I mentioned here uh with all of those different values so this is your strategy and business model questions um all of the a couple of iro questions within here right so what are all of those different points that we have said these are material to us these are the things that we need to report against and we can come in here and see um that we're starting to populate those values already so within here I'm going to open up the service now reporting um uh plugin and we can see that within here we've got an example of this already um I can also delete this and start fresh if we wanted to see it as well um oops um and what we can do is see what it looks like to actually embed within this document information directly from within the service now instance so if I'm taking a look at uh our plug-in here there are several different ways that we can pull information directly from service now right so captured from our automated metric definitions or captured through the workflow around our manual metric definitions and actually populate those governed values that have already gone through that workflow here within our document in a way that is trackable and traceable so in our plug-in we've got a tab for uh data we've got a table Tab and we've got a chart chat um so of course each one of those is a different format that you want to that you may want to use to populate these values so in this example if we wanted to add in just one data point and we wanted to fill in a particular cell we can add in just one specific value so if we're pulling from esrs data for example maybe I want to find that um that metric definition data point that I showed earlier so total ghd emissions uh for emission reductions for scope one scope two and scope three um I can choose the entity that is relevant for this particular metric definition and go ahead and insert that data point here and we can see that 773 appeared uh in the response column for that value now notice that there's something interesting going on here these there's these three little dots this handle letting us know that this is an input link right this isn't just a value that we copied and pasted this is directly tied to your data within service now because we are connected to your service now instance through this plug-in now this is just one particular data point if we scroll all the way down to some blank real estate you may also want to include a a table of multiple data points in one place so for example I've got a table within here we can see the table tab where I generated this report from um and you may also want to see a chart so these are two examples that are more Finance related right if you have portfolio companies or any kinds of Investments that may that you may be generating um emissions from or offsets with and you want to report against those uh you have the ability to actually input that as a chart or as a table as well um and then as I mentioned all of this links back to your service now instance right so if I open the manage links um aspect of this plugin we can actually see the full list of all of the data points and charts and tables that we have referenced from within service now so I've got one in each category I've got a data point I've got a table and I've got a chart um and any one of these I can refresh right so if the value updates within service now I can hit refresh here to get an updated value and I can also link back directly to that data point within service now as well so from an auditability standpoint from an assurance standpoint to be able to drill directly back into that metric definition within the system to see those data points this is where you've got that drillability that access to really validate your data and remember because this data is being collected through that governed workflow directly within the service now instance you have that complete audit Trail you have all of the related supporting evidence if you're collecting any right everything that you need to to trace down exactly where that specific value came from or that calculation came from you've got that that data right at your fingertips directly from within word where you are writing this Disclosure document so that was just a a quick example of what it looks like to um input those particular values um I'll just close it off and show you that we have the ability once once we have a version of that that we're happy with we can upload that new version of this document it'll be linked to our original template as part of the overall disclosure workflow and then we can go ahead and request approval up through the approval chain for that particular document um once we do have all of those links included within here if I wanted to upload that we have a placeholder for all of those different metrics um so if I were to upload that document just as we have it now with those three data points or the data point the table and the chart we'll be able to see all of those elements flow through within here as well again just purely from a reporting and Assurance standpoint you have that visibility here within your disclosure workflow so that's a quick example of sort of endtoend how you go from uh starting from scratch right when you're ready to report against esrs leveraging that content accelerator out that we showed that gives you out of the box your citations and Metric definitions we talked about the different ways that you can populate those metric definitions whether automatically by sourcing a table within service now that already has that information that you can just use that table to populate those values or maybe an integration a third partyy system Etc U manually if you have data owners that need to provide that information in a a governed workflow with any supporting evidence Etc or through calculations so things like ghd emissions that are really calculation heavy um making sure that you have all of those data points centralized and then we talked about making sure that you really do have everything that you need for esrs where do you have metric definitions that have been populated where do you still need to activate a few make sure that you're sending out those metric data tasks to collect that information from across your organization and then finally what is it actually look like to prepare that disclosure pulling all of those data points together into a Word document fully linked back to service now um with a live link so that you can trace and perform Assurance if necessary on any one of those data points um and of course send that entire document for approval with a complete list of all of the metrics that have been referenced as you populated those values within your word document so that's it for me I want to make sure that we save time to answer any questions and really have that Round Table discussion um but I hope that was a useful perspective on how you can actually use the system to uh conduct and perform all the activities that Rob laid out Upfront for us thanks Britney thanks so much Britney um now we'll have time to answer some questions um so I saw a few come in in the chat but I'll give everyone a couple more minutes to an to ask any other questions that they might have while people are typing that there's one that I accidentally closed out of so can I maybe I can answer that one for the the benefit of the other participants so David asked to be compliant with csrd do we SPM ham or Sam included I know we can integrate SPM ham Sam with ESG but is it needed or can it be a later phase of compliance and we just stand up irm and ESG in the meantime so to be clear to kind of clarify what the command center is to be to to do csrd you only need ESG management that will have all of the quantitative and qualitative data points the workflow to collect that to get that from all the various sources perform assurance and then to disclose that that information as Britney showed in her demo everything she showed there was from the ESG management application the better together with integrated risk with ham and Sam is that if you have the data on the platform we could automatically pull that information in instead of having to basically redo that um that narrative component like you know what's your risk and opportunity related to climate change we can just pull that in right from integrated risk or your action plans from SPM as an example so it allows a degree of Automation and also it allows Auditors to drill in you know to that Source data as opposed to if they see a statement or a narrative in ESG management that doesn't look um right they would have to go to another tool to like look where that Source lives and where that came from right so it's that's kind of the benefit but it's not required at all that makes sense thanks Rob um so we have a couple other questions that came in um one is what does the D duplication of authority documents feed between ESG and PNC look like yeah I can take a step at that one so uh this is the exact same table whether you're installing hgm or you're starting with PMC uh it's the same set of tables right so there isn't a duplicate set where you need to reconcile across the two of them if you're using policy and compliance you're just turning on ESG management and and connecting your metric definitions to that same set of citations and Authority documents if you're starting from ESG management then you have access then that comes with access to that same set of tables so there is no need to reconcile across both of them that's the power of the platform for you um so it's the the same set of list on both sides can I just say there is domain or data segregation if desired right you can set up filters by domain like if you want an ESG domain or if you want a you know an it nist something like that so same tables can can have interoperability or not it's up to you right exactly because we see often that um some of our customers are already using irm and using policy and compliance over there um and wanting to be able to um Leverage that capability but some of our customers are kind of Standalone with ESG so as Rob mentioned you can segregate that data you can see everything that you need to see for ESG compliance um directly in the ESG management tool cool thanks guys um another question we got is will you add future functionality to Support Compliance with the EU csdd so I would say that it's certainly something that is top of mind for us if you'd like to know more about what's on the road map we urge you to go to one of our customer roadmap sessions as those are Safe Harbor and um yeah we're allowed to discuss future looking plans more specifically in those sessions certainly something that is top of Mind exactly and and what we're you know what we hear from our our customers as far as need is it it ramps it up in the um the commitment right so obviously those regulations that are very Broad and uh are reaching are touching a lot of our customers um we're certainly looking at all of those elements to add great that makes sense um Rob Michelle or Britney is there anything else that you want to add that you think the participants today would benefit from knowing about I think we we covered a lot it's kind of often like drinking from a fire hose when we're trying to uh to get a lot of information into a a a short amount of time um so I I know that we often hear um lots of questions around um you know as people are are getting ready for csrd and and how a tool can help them get ready and as Rob discussed as as Britney mentioned and showed that kind of starting point of the content accelerator um is a is a is a great um launching off point right of understanding what data needs to be collected um and then having the structure around it to to get that data much more easily than than we used to in years past when we're sharing spreadsheets and um and really taking a a tremendous amount of time on an annual basis of um of collecting all of this data so utilizing the structure that's in the tool and letting the system kind of take over that heavy lift of tasking and pulling the data so that really you can begin you can continue to collect this data um where applicable or where necessary um over the year so that you're not spending that 8 to 10 week Fast and Furious um kind of uh uh time when you've got reports coming up so um I think that's where we're seeing our customers really benefit from that content that we're bringing to the table great thanks Michelle um so we'll move ahead with the presentation oh sorry go ahead Rob did you have something else um no just a final note that I always like to say at the end of demos or presentations I know we've talked a lot about functionality here today we just had that one little slide on service now as a company I just we know it's a competitive space there's a lot of tools in the market so you know also focus on the company look at their what's their net promoter score what's the renewal rate what's their customer base like a lot of that is just as important because we know csrd and these other regulations are really just in their infancy and these will change in five 10 years in terms of their rigor and their scope so you need a software company that has a proven track record of delivering on their Road mapap and delivering on their projects I think that's just equally as important as features functions that we've shown today great yeah that's an awesome segue because the next um point I was going to cover is here's some sources and some links that you guys can use to learn more about the ESG product and service now um so here's a link to the ESG web page a link to join our service now Community where you can get access to more events like this and then there's some links and QR codes to see the full live on service now YouTube playlist and to register to get um into more community webinars so thanks everyone for your time today this was really great