Improvement of the CSR reporting process of a large group

Context

Annual production of a summary of the group’s CSR performance (HR, societal, energy, etc.) with multiple and complex steps

Objectives

Deletion of a Power BI report without real added value in order to keep only one technical solution in Excel
Implementation of consistency checks during the process
Integration of new CSR indicators
Improvement and acceleration of the entire production process

Deliverables achieved

Excel model using Power Query including:
- Automatic transformation of data from the dedicated tool
- Analyses required for CSR reporting
- Data consistency checks
- A simple user guide
Accelerated production of analyses
Better data quality control throughout the reporting process by subsidiaries

Key success factors

Good knowledge of Power Query in Excel
Good understanding of CSR reporting issues
Long-term support for the client in his assimilation of the new tool

Tools used

Excel, Power Query

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