Non-financial assessments, responsible procurement, cascading requests from your clients subject to the CSRD: every answer is backed by a dated document, with its indicator, its page and its approver. What earns points is evidence, not intent.
An ESG questionnaire is a non-financial assessment sent by a client, an investor or a rating platform to measure a supplier’s environmental, social and governance practices. Answers are scored and require dated evidence: policies, indicators, action plans and results.
Definition as used on this page. See the glossary.
1 “Environment” means your private instance, whichever deployment mode applies: SaaS, private cloud or on-premise.
The scene
The real cost
In ESG, an undocumented intention is worth no points. An exaggerated intention costs more than zero.
Dispersion
The carbon footprint with a consultancy, social indicators in HR, responsible procurement in Procurement. Gathering them takes longer than answering.
Dating
An indicator cited without its year or its calculation method loses its value as evidence, and the assessor scores it as undocumented.
Repetition
Every client and every platform asks the same questions differently. The work is redone each time, with the risk of divergent answers.
Exposure
An environmental claim without evidence now carries a real legal and reputational risk. The subject is no longer merely declarative.
With Optivalue.ai
Stage 1 of 7
Annual report, carbon footprint, gender equality index, responsible procurement policy, code of conduct, vigilance plan, recycling certificates. Files stay where they are.
Stage 2 of 7
Every figure is linked to its financial year, its page and the published method. That is what makes it possible to cite “scope 1 and 2, financial year 2025, page 34” rather than an isolated figure.
Stage 3 of 7
A non-financial rating platform’s grid, a client’s responsible procurement questionnaire, an information request tied to its sustainability reporting: the original format is preserved.
Stage 4 of 7
The ESG and sector agents produce each answer from your published documents, with the indicator, the financial year and the page. No estimate is invented: a missing figure is declared missing.
Stage 5 of 7
Environmental claims without documentary evidence are flagged before sending; this is the most useful safeguard on this page. The score drops when the source predates the latest published financial year.
Stage 6 of 7
No responsible procurement policy, a vigilance plan not formalised, a whistleblowing procedure not written down: the gap is declared, the expert named, and the document drafted with you. See the mechanism.
See the mechanismStage 7 of 7
The ESG department approves by name, executive management sees what has been declared, and the grid goes back in the format requested. The next assessment reuses the same evidence base.
Sourced indicators serve the client’s grid, the rating platform, the tender that scores the environmental criterion and your own reporting. Maintained once, used many times.
Every figure with its financial year, its page and its method.
What you declare to a client does not contradict what you publish.
The gaps detected become the year’s action plan.
The difference
We come from governance, risk and compliance (GRC): writing the policies, tracking the indicators, producing the evidence a third party demands. The agents know that a figure without a financial year or a method is not evidence.
Born in complianceUnsupported environmental claims are flagged before sending. You then choose: document, qualify, or declare the gap. All three are defensible; exaggeration is not.
The anatomy of a defensible answerGender equality index, social data, incidents: a private instance that is never shared, the jurisdiction of your choice, on-premise deployment available. Nothing is used to train a model.
Sovereignty in detailSustainability obligations, duty of vigilance, taxonomy: requirements change from one year to the next and from one country to another. Optivalue Watch monitors 193 jurisdictions and updates the grids.
The ecosystemA general-purpose assistant will happily write a committing paragraph about your carbon trajectory. The line is the signature: a non-financial statement sent to a client or a platform needs the source, the financial year, the score and the approver.
Your clients assess you, and you have to assess your own suppliers. Optivalue Reach sends your ESG questionnaires, chases on your behalf and assesses the answers received with the same evidence mechanism.
Frequently asked
Yes: the grids of non-financial rating platforms as well as your clients’ own proprietary ESG questionnaires. We prepare your answers and your evidence; we award no score and represent no rating body.
They are cited from the document that publishes them, with its financial year and its page. An indicator whose source is two financial years old sees its score drop: that is the signal to refresh it before sending.
They are handled like the others: the client passes its obligations down in a grid, and your answers are produced from your published documents, with the source and the financial year. We do not produce your regulatory reporting; we answer the requests you receive.
It is declared missing, together with the department to involve in building it. No estimate is fabricated: on this subject, an invented figure is a legal risk, not a point gained.
You decide: the workflow allows approval by domain, with a second approval for statements that commit the company. Every approval is named and timestamped.
Yes: a tender’s environmental criterion draws on the same indexed repository. See the tenders page.
The answer is produced in the expected language, with the local regulatory vocabulary, and Optivalue Watch sheds light on the obligations specific to each location. See the multilingual page.
Seven minutes to connect your sources, then the grid can be uploaded the same day. The most visible gain comes with the second assessment, which reuses the evidence base already built.
We process it in front of you, on your published documents, in your environment. You will see immediately which figures are evidenced and which need refreshing.
