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1、 September 2023,IDC#US50427023e IDC MarketScape IDC MarketScape:Worldwide Corporate Environmental,Social,and Governance Reporting Technology 2023 Vendor Assessment Amy Cravens THIS IDC MARKETSCAPE EXCERPT FEATURES:SALESFORCE IDC MARKETSCAPE FIGURE FIGURE 1 IDC MarketScape Worldwide Corporate Environ
2、mental,Social,and Governance Reporting Technology Vendor Assessment Source:IDC,2023 2023 IDC#US50427023e 2 Please see the Appendix for detailed methodology,market definition,and scoring criteria.IN THIS EXCERPT The content for this excerpt was taken directly from IDC MarketScape:Worldwide Corporate
3、Environmental,Social,and Governance Reporting Technology 2023 Vendor Assessment(Doc#US50427023e).All or parts of the following sections are included in this excerpt:IDC Opinion,IDC MarketScape Vendor Inclusion Criteria,Essential Guidance,Vendor Summary Profile,Appendix and Learn More.Also included i
4、s Figure 1.IDC OPINION Corporate reporting on environmental,social,and governance(ESG)is rapidly evolving.The voluntary reporting initiatives being driven by stakeholders are now at an inflection point where voluntary efforts are becoming mandatory,and the impact of that transition on how companies
5、report on ESG activities will be significant.The past several years have been marked by significant developments around reporting frameworks and standards that provide consistency in ESG disclosure however adhering to these standards has largely been a voluntary effort by organizations,not dictated
6、by regulation.This is changing as emerging ESG reporting regulations and standards including the European Unions Corporate Social Responsibility Directive(CSRD),the U.S.Securities and Exchange Commissions(SECs)proposed climate-risk rules,and the International Sustainability Standards Boards ESG repo
7、rting standards will affect how organizations report on ESG initiatives.Many of the existing frameworks and standards provide the foundation for ESG legislation and yet the emerging regulations are more prescriptive regarding what gets reported and how,which indicates a significant change from the a
8、utonomy of voluntary reporting.The changing regulatory environment surrounding ESG disclosure is creating a new equation for organizations,overlaying existing reporting initiatives with a formalization of process and procedure.Just as Sarbanes-Oxley Act(SOX)compliance improves the accuracy,transpare
9、ncy,and completeness of financial reporting,ESG compliance will have a similar outcome for nonfinancial disclosure of environmental and social sustainability performance.The soxification of ESG will require organizations to invest in the necessary governance and technology to enable ESG compliance.I
10、n evaluating ESG reporting software,factors that should be evaluated include:Data ingestion:Data ingestion:Data management is a top goal for ESG software usage according to IDC research(source:IDCs ESG Perception Survey,December 2022).Lack of trustworthy data is a significant impediment in developin
11、g sound ESG strategy and will affect organizations ability to achieve compliance with reporting requirements.Selecting an ESG reporting solution that supports data ingestion from across the organization,pulling from operations,human resources(HR),compliance,security,and procurement/supply chain as w
12、ell as other departments,will be critical.Auditable:Auditable:Reported metrics will need to be data backed and reported in a transparent,traceable,and auditable format.CSRD and the proposed SEC regulations require that reported ESG data is auditable and assured.In the new era of regulated reporting,
13、verification by an independent assurance provider will be compulsory to assess the processes a company has in place for gathering data.Initially,limited assurance will be sufficient but will likely transition to reasonable assurance in the future.2023 IDC#US50427023e 3 GoGoal achievement:al achievem
14、ent:ESG regulation aims to ensure that pledges stated by an organization(such as Net Zero or carbon neutrality commitments)are obtainable.ESG reporting solutions thus need to not only enable historical reporting but also provide an avenue to report on strategy in place for goal achievement and accom
15、plishment in meeting stated milestones to achieve the goal.IDC MARKETSCAPE VENDOR INCLUSION CRITERIA Vendors included in this assessment must have a purpose-specific on-premises or software as a service(SaaS)enabled ESG reporting platforms.In addition,vendors must have a commercially available ESG p
16、rogram management offering with associated revenue.ESG reporting software evaluated in this document includes purpose-specific software and must support the collection of ESG data,mapping of that data to various frameworks and regulations,and production of disclosure documents of various formats.ESG
17、 reporting software digitizes and automates the ESG reporting process.ADVICE FOR TECHNOLOGY BUYERS ESG reporting platforms offer specific functionality in supporting the data gathering,assimilation,and sharing of ESG performance metrics.These platforms are designed to improve processes,reliability,a
18、nd automation of ESG reporting.When evaluating ESG reporting platforms,there are certain features that differentiate solutions and their ability to generate business value.A key differentiator in platform functionality is the ability to ingest data from sources across the organization to provide a c
19、entral repository of ESG data.Another important feature is framework or standard mapping,automating the linkage of disclosure metrics to reporting frameworks or compliance requirements.The ability to automate the report creation process and linking these data resources directly into report templates
20、 is another important feature.Finally,advanced capabilities in performing data validation and assurance/audit functionality will be important in supporting the accuracy and compliance of the ESG disclosures produced.Data Ingestion ESG in many aspects is an exercise in data management.Data fuels the
21、metrics that provide insight to an organizations current ESG performance and the analysis to provide insight into future performance and strategy.Because ESG is a trans-organizational activity,data must be sourced from across the organization,drawing from supplier management,HR,operations,and IT,as
22、well as security and compliance.Third-party data is also becoming an important input providing benchmarking data,climate intelligence,geopolitical risk data,and other types of intelligence.Ensuring that the platform selected enables simple data ingestion to inform ESG reporting requirements is essen
23、tial for a functional and effective system.Framework/Standard/Regulation Mapping Organizations typically align their ESG reporting with one or multiple ESG frameworks,standards,and regulations.Software solutions can help automate the mapping of data and metrics to elements of these frameworks,and so
24、 on.Ideally the solution will allow for one-to-many mapping,tying a single data point to multiple frameworks or regulations,allowing organizations to dynamically shift reporting alignment from one framework to another based on stakeholder requirements.The software solutions 2023 IDC#US50427023e 4 sh
25、ould also update these frameworks on a regular cadence to reflect any changes to regulations and standards.Reporting Tools The purpose of a reporting platform is ultimately the ability to produce an ESG disclosure,the value of the software laying in the ability to automate and validate that reportin
26、g process.Solutions with common tools for collaboration(Slack,Teams,etc.)and creation(Microsoft 365,Tableau,and Power BI)can bolster the utility of an ESG platform.Directly linking data into the report streamlines report creation while providing assurance and auditing of the informations integrity.R
27、eporting software with data validation analytics further ensures accurate reporting of ESG performance,which is critical to debunk greenwashing claims and avoid compliance litigation.Audit and Assurance Validation and assurance capabilities will become increasingly important as legislations like CSR
28、D and the SECs climate risk disclosure proposal come into force.When exploring ESG reporting platforms,seek solutions that provide a full audit trail from source to report(including all alterations).In addition,these platforms are increasingly using artificial intelligence(AI)to drive data validatio
29、n and using analytics to evaluate the completeness and accuracy of disclosed data.Purpose designed software will help support the daunting task of organizing and tracing the wealth of qualitative and quantitative data streaming from multiple enterprise systems that will be applied to ESG disclosure.
30、VENDOR SUMMARY PROFILES This section briefly explains IDCs key observations resulting in a vendors position in the IDC MarketScape.While every vendor is evaluated against each of the criteria outlined in the Appendix,the description here provides a summary of each vendors strengths and challenges.Sa
31、lesforce Salesforce is positioned in the Leaders category in this 2023 IDC MarketScape for worldwide corporate environmental,social,and governance reporting technology.Quick facts about Salesforce include:Employees:Employees:79,390 employees Globalization:Globalization:NA Industry focus:Industry foc
32、us:Industry agnostic Ideal customer size:Ideal customer size:All sizes of business SaaS:SaaS:100%cloud Pricing model:Pricing model:Subscription model based on number of users and consumption Partner ecosystem:Partner ecosystem:Accenture,Cognizant,Deloitte,ERM,KPMG,PwC,Slalom,and others Solution laun
33、ch date:Solution launch date:2019 ESG management:ESG management:ESG tied to KPIs,bonus payout,and executive pay;ESG measured across the following scope 1,2,and 3 GHG,water consumption,circularity,and DEI Salesforce,founded in 1999,is a global leader in customer relationship management(CRM)technology
34、 with a focus on enabling its customers to sell,service,market,and conduct commerce from anywhere in the world via innovations in cloud,mobile,social,analytics,and artificial intelligence.2023 IDC#US50427023e 5 Sustainability is a core Salesforce value,and in 2019,Salesforce built its Sustainability
35、 Cloud application for internal usage,a product which was later made generally available and rebranded as Net Zero Cloud.The current iteration,Net Zero Cloud 2.0,was released in February 2022.Net Zero Cloud is based on six pillars for climate action:Data Data a acquisition:cquisition:Supports multip
36、le methods of data ingestion from internal and external sources(e.g.,templates,API connectivity,native integrations);integration with Arcadia-Urjanet for utility data integration Environmental Environmental a accounting:ccounting:Modules including scope 1 and 2,spend-based(EEIO)scope 3,scope 3 busin
37、ess travel and freight hauling,and waste and water tracking;additional capabilities including data gap filling,complex organization allocations,electric vehicle calculations,and carbon credit allocations ESG ESG r reporting:eporting:Automates the creation of accurate and complete ESG reports,with bu
38、ilt-in voluntary reporting frameworks including GRI,CDP,and newly added SASB;Social and Governance Data model;and DEI Dashboard Supply Supply c chain hain a action:ction:Modules that collect data from suppliers,including productspecific emissions factors,quantity-based emissions calculations,and wat
39、er metrics;also creates supplier scorecards and predictive analytics on suppliers Insights and Insights and a actionability:ctionability:Predictive insights such as emissions forecasting,business travel prediction,and SBTi goal setting/tracking as well as 10 CRM analytics dashboards Net Zero Marketp
40、lace:Net Zero Marketplace:Full integration with Net Zero Marketplace,a Salesforce platform offering high-quality,third-party-rated,and transparently priced carbon emission reduction and removal credits Strengths MetricsMetrics:Metrics and accounting tools are becoming increasingly important to succe
41、ssful ESG reporting as stakeholders and regulations are calling for more fact-driven and transparent ESG reports.Net Zero Cloud prioritizes metrics and environmental accounting tools incorporating robust emissions,water,and waste metrics.Carbon accounting is aligned with the GHG Protocol and capture
42、s scope 1,2,and full scope 3 data.Most scope 3 data and calculations are available out of the box from spend/procurement-based analysis(which covers 8 of the 15 categories)to detailed calculation methodologies on business travel,freight hauling,and waste management.The interface is also configurable
43、;users are easily able to build additional fields to meet their tracking needs.Complex organizationsComplex organizations:Net Zero Cloud can also handle complex and multitiered organization carbon accounting for partially and wholly owned subsidiaries and business units and can allow customers to do
44、 full carbon accounting of their business partners or customers.Dashboards allow for organizational hierarchy mapping,allocating full or partial ownership to different business units,which allows for accurate accounting for associated metrics.Supplier Supplier e emissions missions t tracking:racking
45、:Net Zero Cloud has a host of supplier metric tools to gather scope 3 GHG as well as other supplier environmental and social data.In addition to the capability to gather metrics,the platform also automates supplier emissions tracking by helping organizations collaborate with their suppliers within t
46、he Supplier Engagement Portal.This feature streamlines supplier engagement and ensures documentation of supplier engagement and submitted materials.Data validation:Data validation:Salesforce Net Zero Cloud has several data validation tools to ensure the accuracy and completeness of the ESG data set.
47、One such feature is a data gap filler,which generates an estimation based on averages when a piece of data is missing.The estimated 2023 IDC#US50427023e 6 data is flagged as an estimation to provide transparency for auditing.Additional data validation capabilities will be included in future product
48、releases.Challenges As with many other solutions in the ESG software space,Salesforce Net Zero Cloud is a relatively young product with only a few years of general market availability.As a young solution,the platform is experiencing significant growth and evolution.One challenge is with the breadth
49、of included reporting templates,which previously was limited to CDP and GRI but recently expanded to include SASB.Consider Salesforce When Salesforce Net Zero Cloud offers a broad base platform that covers multiple domains of environmental and social data including granular visibility into supply ch
50、ain metrics.Net Zero Cloud is a strong option for organizations that are seeking to manage a comprehensive sustainability program across a complex internal and external organizational structure.APPENDIX Reading an IDC MarketScape Graph For the purposes of this analysis,IDC divided potential key meas
51、ures for success into two primary categories:capabilities and strategies.Positioning on the y-axis reflects the vendors current capabilities and menu of services and how well aligned the vendor is to customer needs.The capabilities category focuses on the capabilities of the company and product toda
52、y,here and now.Under this category,IDC analysts will look at how well a vendor is building/delivering capabilities that enable it to execute its chosen strategy in the market.Positioning on the x-axis,or strategies axis,indicates how well the vendors future strategy aligns with what customers will r
53、equire in three to five years.The strategies category focuses on high-level decisions and underlying assumptions about offerings,customer segments,and business and go-to-market plans for the next three to five years.The size of the individual vendor markers in the IDC MarketScape represents the mark
54、et share of each individual vendor within the specific market segment being assessed.IDC MarketScape Methodology IDC MarketScape criteria selection,weightings,and vendor scores represent well-researched IDC judgment about the market and specific vendors.IDC analysts tailor the range of standard char
55、acteristics by which vendors are measured through structured discussions,surveys,and interviews with market leaders,participants,and end users.Market weightings are based on user interviews,buyer surveys,and the input of IDC experts in each market.IDC analysts base individual vendor scores,and ultim
56、ately vendor positions on the IDC MarketScape,on detailed surveys and interviews with the vendors,publicly available information,and end-user experiences in an effort to provide an accurate and consistent assessment of each vendors characteristics,behavior,and capability.Market Definition ESG disclo
57、sure or reporting is the final leg of the ESG data journey where aggregated,analyzed,and mapped data is reported to internal and external audiences.IDC defines the ESG reporting software 2023 IDC#US50427023e 7 market as purpose-specific software that enables the collection of ESG data,mapping of tha
58、t data to various frameworks and regulations,and producing disclosure documents of various formats.ESG reporting software digitizes and automates the ESG reporting process.Solutions to support ESG disclosure may be independent or bundled with other financial or nonfinancial reporting software.Soluti
59、ons typically are either targeted to organizations for performance reporting or financial institutions for portfolio reporting.This document focuses on corporate ESG disclosure solutions.Audit management tools that support reporting validation and proof are also included in this segment.All vendors
60、actively participated in the research with multiple customer references being contacted and interviewed for each provider.Discussions with references included the systems utilized and their perception of the vendor and software in terms of implementation,technical support,level of value delivered ve
61、rsus price paid,ease of integration,user interface(UI),innovation,product road map,and perceptions of pricing model/terms.In addition,references also provided in which departments and in which manner the solution was being used in their organization as well as areas for vendor improvement.Customer P
62、erceptions of ESG Software Vendors A significant and unique component of this evaluation is the inclusion of the perceptions of ESG software buyers of both the key characteristics and the capabilities of the vendors evaluated.The buyers participating in IDCs ESG Perception Survey have implemented at
63、 least one vendor software solution for ESG management.The survey findings highlight key areas where buyers expect ESG software vendors to showcase a range of capabilities.The buyers consider these capabilities a must-have for ESG software to be able to fulfill the requirements of their organization
64、s sustainability and ESG initiatives.Figure 2 illustrates the order of factors important for a successful ESG software implementation among the customers surveyed in December 2022.Survey findings suggest a vendors ESG thought leadership is the most significant influencer in choosing an ESG software
65、solution.Customers also indicated that the impact of the software on ESG performance and the ability to achieve actionable outcomes was paramount and looked to solutions that supported collaboration and technology enablers to achieve that end.2023 IDC#US50427023e 8 FIGURE 2 Top Factors for Successfu
66、l ESG Software Vendors,2023 n=1,020 Note:Mean rating is based on a scale of 15,where 5 is most important and 1 is least important.Source:IDCs ESG Perception Survey,December 2022 LEARN MORE Related Research IDC PlanScape:Future of Trust ESG Compliance Management in the New Era of ESG Regulation(IDC#U
67、S50645623,May 2023)Organizations Using Multiple ESG Tools in Tandem(IDC#US50524023,March 2023)ESG Software Perceptions Survey(IDC#US50409423,February 2023)IDC MarketScape:Worldwide ESG/Sustainability Strategy Consulting Services 2023 Vendor Assessment(IDC#US49044922,February 2023)What Is the Strateg
68、ic Importance of Decarbonization in Limiting Rising Energy Prices(IDC#US50237023,February 2023)IDCs Worldwide Environmental,Social,and Governance Management and Reporting Tools Taxonomy,2023(IDC#US50060023,January 2023)IDC Market Note:SAP Expands Data Integration Capabilities of SAP Sustainability C
69、ontrol Tower(IDC#US49902322,December 2022)2023 IDC#US50427023e 9 IDC FutureScape:Worldwide Sustainability/ESG 2023 Predictions(IDC#US48709922,October 2022)Synopsis This IDC study provides an assessment of the leading ESG reporting software solutions and discusses the criteria that are most important
70、 for companies to consider when selecting a system.ESG reporting is rising in import for most organizations as stakeholder and regulatory demands for accurate,timely,and data-driven disclosure escalate.Organizations are increasingly turning to purpose-specific software solutions to streamline and su
71、bstantiate ESG reporting activities,says Amy Cravens,research manager,ESG Reporting and Management Solutions at IDC.About IDC International Data Corporation(IDC)is the premier global provider of market intelligence,advisory services,and events for the information technology,telecommunications and co
72、nsumer technology markets.IDC helps IT professionals,business executives,and the investment community make fact-based decisions on technology purchases and business strategy.More than 1,100 IDC analysts provide global,regional,and local expertise on technology and industry opportunities and trends i
73、n over 110 countries worldwide.For 50 years,IDC has provided strategic insights to help our clients achieve their key business objectives.IDC is a subsidiary of IDG,the worlds leading technology media,research,and events company.Global Headquarters 140 Kendrick Street Building B Needham,MA 02494 USA
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