Digitally Transform ESG & Regulatory Reporting

Smartbridge Use Case Collection

Smartbridge’s solution accelerator empowers energy organizations to unify ESG data collection, automate reporting, and improve compliance visibility. Energy leaders can make timely, data-driven decisions while reducing manual effort and risk.

The Energy Industry ESG Challenge

Energy and oilfield companies face growing pressure to disclose transparent ESG metrics and meet complex regulatory requirements. Yet many still rely on spreadsheets, siloed databases, and manual aggregation to track emissions, water usage, and safety data across business units.

As a result, reporting becomes inconsistent, compliance cycles slow and data trustworthiness may be diminished. Without a unified data platform, companies often struggle to respond quickly to new disclosure frameworks or stakeholder requests.

Use Case Overview

By implementing a centralized ESG & Regulatory Reporting platform, organizations can streamline how environmental, social, and governance data is collected, validated, and reported across the enterprise.

Through configurable workflows and dashboards, the system automatically aggregates inputs from field systems, ERP, and IoT sensors, ensuring consistent and auditable data for both internal review and external reporting.

APPLICABLE CAPABILITIES:

Data & Analytics
Development
Customer Relationship Mgmt

Smartbridge’s approach combines cloud CRM capabilities, custom application development, and secure data integrations to:

  • Standardize data capture across multiple facilities and business units

  • Automate ESG reporting to address evolving requirements (e.g., EU CSRD), relevant U.S. regulations, and ISO guidance. (SEC climate rule is currently stayed/not defended as of 2025)

  • Enable traceable audit trails with version control and approval workflows
  • Visualize progress and impact through configurable KPI dashboards and analytics
  • Reduce dependency on spreadsheets and emails with automated validations and alerts

APPLICABLE SOLUTIONS:

Microsoft DevOps
Salesforce

A unified ESG management platform can provide sustainability and compliance leaders with near-real-time insights into emissions, safety performance and community impact. With audit-ready traceability and automated workflows, organizations can significantly reduce reporting time, improve stakeholder confidence, and adapt faster to new environmental mandates. Anticipated business value includes but are not limited to:

ESG report preparation time

Target Reduction:

< 3 days

Baseline before:
3–4 weeks per cycle

(depending on scope and automation maturity)

Data accuracy across sources

Target:

~ 98%

standardization & automation

Baseline before:
~ 70% (predominantly manual inputs)

Executive visibility into ESG KPIs

Target:

Unified, near real-time executive dashboards

Baseline before:
Fragmented

(when specifying which KPIs refresh in real-time vs batch)

Compliance submission timeliness

Target:

100% on-time submissions (Baseline TBD%)

Baseline before:
Often delayed

Audit readiness

Target:

Automated traceable workflows

Baseline before:
Manual compilation

Solution Capabilities

  • Centralized ESG Data Hub – Integrates emissions, safety, and compliance data from ERP, SCADA, and field systems into a single platform using tools like MuleSoft, Azure Data Factory, or Power Platform connectors. Ensures clean, consistent data across all reporting sources.

  • Automated ESG & Regulatory Workflows – Leverages Salesforce Flow Builder or Power Automate to capture, validate, and route ESG data through configurable workflows—reducing manual entry and ensuring compliance with EPA, SEC, or ISO standards.

  • Custom ESG Applications – Smartbridge develops tailored cloud apps to manage sustainability metrics, audit documentation, and reporting schedules, extending functionality beyond off-the-shelf tools. These apps can live within Salesforce Experience Cloud or as standalone portals for sustainability teams and regulators.

  • Real-Time Dashboards & Analytics – Interactive analytics through Power BI or Tableau CRM (CRM Analytics) visualize emissions intensity, incident rates, and ESG goal progress in real time, turning compliance into actionable intelligence.

  • Data Quality & Governance – Implements enterprise governance with Microsoft Purview or Salesforce Shield, enforcing version control, data lineage, and role-based access for audit readiness.

  • Integration with Field and IoT Systems – Connects real-time data from sensors, field monitoring devices, and chemical tracking systems using Azure IoT Hub or MuleSoft Anypoint Platform, automating environmental performance tracking at the source.

  • Secure Audit & Reporting Framework – Automated generation of sustainability and compliance reports in formats aligned with frameworks like GRI, SASB, and TCFD, reducing reporting time while ensuring traceability.

Salesforce Services for Energy
Centralized ESG Data Hub
Automated ESG & Regulatory Workflows
Custom ESG Applications
Real-Time Dashboards & Analytics
Data Quality & Governance
Integration with Field and IoT Systems
Secure Audit & Reporting Framework

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Smartbridge Use Case Library is a collection intended to spark ideas, inspire innovation and get you thinking about real world value.

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