Integrating ESG Management with other applications

You can integrate ESG Management with Project Portfolio Management and Integrated Risk Management (IRM). These integrations provide you with more options to track your goals.

Integration with Project Portfolio Management

If you integrate ESG Management with Project Portfolio Management, you can plan, build a roadmap, and prioritize activities to achieve your ESG goals. You can view all the programs and projects associated with ESG under All > Environmental, Social, Governance > ESG Workspace > Lists > Program Setup.

When you create goals for your material topics, you perform some activity to accomplish those goals. The work that you do is captured in the form of programs and projects. When you integrate with Project Portfolio Management, you can create programs and projects for your goals. To learn more about program management and how to create programs, see Program Management.

To see the configurations that you must perform on the project form, see Display the priorities and goals on the project form.

To see the tables installed with Goal Framework, see Roles installed with the Goal Framework.

The following image shows the ESG home page with Project Portfolio Management integration. The integration adds new actions in the Quick Actions section, and it creates the Programs/Projects column in the Top Level Goals Summary section.

Figure 1. ESG home page with PPM integration

After you integrate with Project Portfolio Management, you can see the Programs/Projects list on the Goal form.

Integration with IRM

If you integrate ESG Management with IRM, you can add risks, risk statements, policies, control objectives, and issues to your goals. For example, if you add a policy to your goal, then all the related control objectives and controls get associated with this goal. This integration helps you to identify and assess the risks that pose threats to your goals.

Note:

As an ESG user, you are not required to create policies. The policies are created by the IRM administrators. You only need to associate the policies to your goals.

After you integrate with IRM, the Goal form lists additional options.

For more information on the roles and tables that are installed with the ESG Management, see Components installed with ESG Management.

• Integrating ESG Management with Advanced risk assessment
  The Operational Sustainability Risk Management capability enables you to assess and evaluate ESG risks for businesses. This capability is an integration of ESG Management with Advanced risk assessment. To use the risk assessment feature, you must install and activate the sn_esg_risk_mgmt plugin.
• Integrating ESG Management with Watershed
  Watershed is a tool that enables organizations to measure their carbon emissions and renewable energy and its impact. It also enables organizations to act to reduce emissions, and to report on the progress to reduce their carbon footprint.
• Integrating ESG Management with Urjanet
  Urjanet is a cloud-based platform that extracts different utility bills directly from the source, and delivers it into the business systems and applications that rely on it. As an ESG program manager or a metrics manager you can get your utilities data automatically from Urjanet and avoid manual data entry from your various facilities or office owners.
• Integrating Microsoft 365 with ServiceNow reporting
  The Microsoft 365 for ServiceNow Reporting (sn_esg_msoff_intg) integration provides disclosure reporting capabilities to ESG reporting disclosure managers to seamlessly report ServiceNow ESG Management system data, list reports, charts, pivot, and multi pivot reports using Microsoft Word.
• Integrating ESG Management with SAP Concur
  Use the Operational Sustainability Integration with Concur to calculate your carbon emissions when your employees travel by car, airplane, and train for business. Tracking these emissions enables you to manage them and take the necessary actions to reduce them.

Related tasks

• Migrate existing goals data to Goal Framework