- Before
- Answers the same Board, emissions and target questions in every request, and checks each reused figure by hand.
- Now
- Starts every request from cited drafts, with superseded figures and risky claims already flagged and both sources side by side.
One supplier questionnaire, from inbox to submission file
It is October 7 at Northwind Bio. Brightwater Hospitals wants its supplier sustainability questionnaire back by October 17, and a new RFI from Meridian Group Purchasing arrived yesterday. Here is what happens, screen by screen, in the working solution.
- 01Morning
The whole reporting season on one screen
Priya Raman · ESG reporting leadPriya opens the solution and sees the season as it stands: 6 open requests, 8 answers waiting for her, 3 gaps and stale documents already routed to their owners. The timeline shows rating providers, customers and investors side by side, and 28 of the 85 open questions are already answered by approved answers.
Needs you: “Brightwater Hospitals · 3 flagged · 2 ready for you · 1 gap · Oct 17.”
- 02New request
A new RFI, already split by section
Questionnaire readerSam Patel, the key account director, brought in Meridian Group Purchasing’s ESG supplier RFI. The spreadsheet is read into 18 questions in 7 sections, from Governance & strategy to People, safety & access, each with its section owner by topic and the requester’s own wording kept.
“Drafts are proposals. Every answer goes to its section owner, and only approved answers can leave the company.”
- 03One click
“Draft answers” — and every step runs in view
The agentsThe reader keeps every answer format and length limit. The evidence matcher matches 16 of 18 questions to approved answers or library passages. The drafter reuses 12 approved answers and drafts 4 from evidence, with 28 citations in all, and the checker replaces a “carbon neutral” line with approved wording. The two new questions go to their owners with a due date.
“18 answers drafted — 12 reused, 4 from evidence, 2 gaps routed.”
- 04Next
A superseded emissions figure, caught
Consistency and claim checkerOn Brightwater question B.1, the draft reused the March answer to Halden Health: 61,400 tCO2e. The facts register holds 58,920 tCO2e — restated after the sale of Plant 6 and covered by limited assurance. Both figures sit side by side with their sources, and the assured one is marked recommended.
“This answer used 61,400 tCO2e — the facts register holds 58,920.”
- 05One click
Every citation opens at its passage
Priya Raman · ESG reporting leadPriya clicks the citation and the limited assurance statement from Corrigan Vale Assurance LLP opens at page 2, the passage highlighted: Scope 1 of 21,480 tCO2e and Scope 2 (market-based) of 37,440 tCO2e. She uses the assured figure; the solution points out two other places that still carry 61,400 and offers to flag them.
- 06Next
A risky claim, stopped before it leaves
Consistency and claim checkerQuestion B.5 asks whether operations are carbon neutral. The draft reused a 2024 answer to Ostara Pharmacy Group that said yes. The checker flags it: the offset programme ended on January 1, 2026, and the climate transition plan says the company does not describe its operations or products as carbon neutral. It proposes wording from the approved claim library instead.
Two choices: “Use the suggested wording” or “Keep the claim and ask Legal” — which sends it to Grace Liu.
- 07A gap
Missing evidence goes to the person who has it
Owner routerQuestion C.2 asks for 2025 effluent results for every site that manufactures active ingredients. The library holds Plants 1, 2 and 5, but nothing for Plant 4 — Cork. Priya asks Omar Haddad, the EHS director, with a message already written and a needed-by date of October 13, four days before the deadline.
- 08Uploaded
The document arrives; the answer updates itself
Omar Haddad · EHS directorOmar uploads the Plant 4 — Cork results to the library. The answer now covers all four sites, cites the new sheet next to the others, and is ready to send back to Omar, owner of Water & nature, for approval.
“Omar Haddad uploaded the Plant 4 — Cork results. The answer now covers all four sites — approve when ready.”
- 09Same day
Each section with its owner
Owner routerThe owners view shows every section of the questionnaire with its owner and progress: Governance & strategy and Ethics approved, Climate & energy with 4 ready for Priya, Water & nature and Waste & packaging to send to Omar, Supply chain & human rights to Lena Ortiz, People, safety & access to Jonas Weber. The approval log beside it records each step — who did what, and when.
“Owners approve only their own sections. Public environmental claims also need Grace Liu (Legal). Only approved answers can be exported.”
- 10Before Oct 17
Back into Brightwater’s own spreadsheet
Export composerThe export writes every answer into its original cell of Brightwater_Supplier_Sustainability_2026.xlsx, with the evidence documents attached and an approval log of owner, date and sources for every answer. Until each answer is approved, only a review copy can be downloaded; the submission file stays locked.
“12 answers are not approved yet. You can download a review copy now; the submission file unlocks when every answer is approved.”