<aside> 💫 Goal: Distribute the work and keep track

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Introduction

The scope of your CSRD report is broad, covering environmental, social, and governance topics.

After one or more AI runs, you’ll likely need contributions from various individuals, both inside and outside your organization, to complete your CSRD report efficiently.

Keeping all data and conversations organized on the Karomia platform ensures smooth collaboration and task management throughout the reporting process.

This article outlines best practices for organizing collaboration and managing contributions efficiently using your Karomia platform.

Steps

Step 1: Identify Collaborators

To start your CSRD reporting, you’ll first need to identify who should be involved.

For each topic, consider assigning these roles (adjust as needed):

1. Contributors: Provide access to relevant company data and deliver the necessary documents.
2. Reviewers: Handle generating, reviewing, and completing data point answers.
3. Validators: Topic experts who validate answers before the final report is generated.

Once you’ve identified your team, you can invite them via the Members Page. You can add more collaborators later. Keep in mind that, for now, there are no distinct user roles—all users will have full access to your Karomia platform.

Step 2: Allocate the Work

With all collaborators added to your Karomia platform, you can organize tasks and assign responsibilities using custom labels. Create labels that combine the collaborator’s role and name. These labels make it easy to filter data points relevant to each person.

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Some examples of such labels:

‘Contributor - Luc’

‘Reviewer - Simon’

‘Validator - Mai’

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Using labels to assign data points to specific people on your Karomia platform