Assessment Agent
Structured, defensible assessment workflows — the pattern behind ESG data collection done right.
Open the live agentAI Product Studio · ESG
From ESG spreadsheets to products stakeholders trust.
Materiality assessments, disclosure frameworks and data collection — turned into structured, auditable digital products your clients rely on all year, not just at reporting season.
Data collection by spreadsheet
ESG data arrives by email, in every format except the one you need — and someone on your team re-keys all of it.
Frameworks move faster than templates
CSRD, ISSB, GRI — every update means re-building templates by hand and re-training clients.
Reports read once, then filed
Months of work compressed into a PDF that stakeholders skim once. The data behind it is unusable next cycle.
A Representative Engagement
What productizing an ESG practice looks like
ESG · Data Products
Problem
A boutique ESG consultancy runs materiality assessments through spreadsheets and interviews. Every engagement is manual, margins depend on junior analyst hours, and clients ask for progress views the firm can't give them between reports.
Solution
We would prototype a client-facing assessment portal in weeks: structured data collection with an evidence trail, framework mapping that updates centrally, and dashboards clients check between reporting cycles — validated with two or three of the firm's real clients before any build decision.
Outcome
The consultancy's methodology becomes a subscription product: clients keep data current year-round, analysts stop re-keying, and reporting season becomes an export instead of a project.
How We'd Approach It
Evidence before investment.
The same four-step discipline behind every product we ship — applied to your esg practice.
- 01
Discover
We map your expertise, workflows and commercial model — and define what the product must prove.
- 02
Prototype
An interactive prototype that looks and behaves like the real product — in weeks.
- 03
Validate
Your clients and decision-makers react to something real. We refine until the evidence is clear.
- 04
Build
Only what's validated gets built — enterprise-grade, with AI where it earns its place.
See It Working
Live products you can review today.
Don't take the philosophy on faith — click into the products it has already produced.
Workflo
Capability building for the teams running your ESG programs.
Open the live prototypeQuestions ESG Leaders Ask
Before you book the call.
How do you handle changing ESG standards?
By separating the framework layer from the data layer. When a standard updates, the mapping updates centrally — your clients' historical data stays intact and re-maps, instead of every template being rebuilt by hand.
Can this reduce greenwashing risk?
A structured product helps: every disclosed figure carries its evidence, source and reviewer. That traceability is exactly what regulators and assurance providers increasingly expect — and what spreadsheets can't provide.
We're a small ESG team. Is this realistic?
That's who this model is for. You don't fund an enterprise build on day one — you validate a prototype with your existing clients first, and only build once they've told you (with their behavior) that they'd pay for it.
Let's validate your ESG product before you build it.
Bring your materiality framework or reporting workflow. In 30 minutes we'll show you what a client-facing ESG product would prove in a prototype — and what it could mean for your margins.
Free: the Workflo Case Study Booklet — 12 AI missions with plans & rubrics