At KEY ESG, we believe that a seamless start is key to long-term success. That’s why our onboarding and integration process is designed to be fast, flexible and tailored to the needs of each client. From carbon literacy to complex framework customisation, our structured approach ensures that customers not only get started quickly but also feel confident in using the platform from day one.
“The rapid onboarding allowed all our companies to collect and report on the required EDCI data within one month.”
— Manna Tree, KEY ESG customer
A tailored journey: onboarding in just 1–2 weeks
KEY ESG's onboarding is a four-phase journey that can be completed in as little as one to two weeks, depending on the scope and complexity of each client's needs. Every step is led by a dedicated Customer Success team and focused on giving users full ownership of their ESG reporting environment.
Phase 1: Introductory call and activation
This stage sets the tone for the entire onboarding experience. Clients meet their dedicated account manager and support team to ensure a smooth transition from the sales process. We assess company structure, user roles, reporting frameworks, and training needs in order to prepare a tailored onboarding approach.
Phase 2: Preparation and customisation
Based on what we’ve learned, we create a customised onboarding presentation, document the timeline and expectations, and confirm all deadlines. Our team takes care of the groundwork so the platform is set up exactly as needed — from entity organisation to metric development.
Phase 3: Admin training
In a 30-minute live session (also recorded for reference), admin users are trained on setting up the platform, launching data requests, and tracking reporting progress. We dive into advanced features such as automated workflows and custom metrics to empower admins with full control.
Phase 4: User training
The final training session focuses on data gatherers and platform users. We cover all supported data collection methods — from usage-based to supplier-specific — and guide users through report generation, exports, and carbon literacy fundamentals. Every user leaves knowing how to perform their role confidently within the platform.
Why our onboarding stands out
Here’s what sets KEY ESG’s onboarding apart from others in the market:
1. Unmatched speed and clarity
Our rapid onboarding model means clients are up and running within weeks or even days, not months. For impact-driven organisations like Manna Tree, this speed has been crucial in enabling portfolio-wide ESG data reporting in a matter of weeks.
2. Deep integration support
KEY ESG doesn’t stop at software training. We offer integration guidance across GHG Carbon Accounting, framework alignment, and entity setup. Whether you are reporting against EDCI, SFDR, or custom metrics, our platform is customisable to your unique needs.
3. Resources for every user level
From detailed articles and Loom videos to in-platform AI support backed by direct Customer Success contact, users at all levels can find help when and where they need it.
4. Built for growth and sustainability
We empower teams with the tools to manage data cycles year over year. Historical data comparisons, reporting customisation, and export capabilities make long-term ESG success possible.
5. Ongoing partnership
Onboarding is just the beginning. Our commitment to customer success continues well beyond the first few sessions. We stay in close contact through regular check-ins, satisfaction surveys and open feedback loops to make sure our customers continue to get maximum value.
Setting new standards in customer onboarding
We’re proud to be setting the bar for onboarding and integration in ESG and risk reporting. Our customers regularly tell us how impressed they are with the speed, clarity and quality of our onboarding support. It’s a process designed not just to get people started, but to set them up for success long into the future.
Want to learn more about our award-winning customer service and how we go above and beyond? Read this article.
Or if you’re interested in a tailored demonstration of our platform and how it could impact your business, book in a call with us.
At KEY ESG, we believe that a seamless start is key to long-term success. That’s why our onboarding and integration process is designed to be fast, flexible and tailored to the needs of each client. From carbon literacy to complex framework customisation, our structured approach ensures that customers not only get started quickly but also feel confident in using the platform from day one.
“The rapid onboarding allowed all our companies to collect and report on the required EDCI data within one month.”
— Manna Tree, KEY ESG customer
A tailored journey: onboarding in just 1–2 weeks
KEY ESG's onboarding is a four-phase journey that can be completed in as little as one to two weeks, depending on the scope and complexity of each client's needs. Every step is led by a dedicated Customer Success team and focused on giving users full ownership of their ESG reporting environment.
Phase 1: Introductory call and activation
This stage sets the tone for the entire onboarding experience. Clients meet their dedicated account manager and support team to ensure a smooth transition from the sales process. We assess company structure, user roles, reporting frameworks, and training needs in order to prepare a tailored onboarding approach.
Phase 2: Preparation and customisation
Based on what we’ve learned, we create a customised onboarding presentation, document the timeline and expectations, and confirm all deadlines. Our team takes care of the groundwork so the platform is set up exactly as needed — from entity organisation to metric development.
Phase 3: Admin training
In a 30-minute live session (also recorded for reference), admin users are trained on setting up the platform, launching data requests, and tracking reporting progress. We dive into advanced features such as automated workflows and custom metrics to empower admins with full control.
Phase 4: User training
The final training session focuses on data gatherers and platform users. We cover all supported data collection methods — from usage-based to supplier-specific — and guide users through report generation, exports, and carbon literacy fundamentals. Every user leaves knowing how to perform their role confidently within the platform.
Why our onboarding stands out
Here’s what sets KEY ESG’s onboarding apart from others in the market:
1. Unmatched speed and clarity
Our rapid onboarding model means clients are up and running within weeks or even days, not months. For impact-driven organisations like Manna Tree, this speed has been crucial in enabling portfolio-wide ESG data reporting in a matter of weeks.
2. Deep integration support
KEY ESG doesn’t stop at software training. We offer integration guidance across GHG Carbon Accounting, framework alignment, and entity setup. Whether you are reporting against EDCI, SFDR, or custom metrics, our platform is customisable to your unique needs.
3. Resources for every user level
From detailed articles and Loom videos to in-platform AI support backed by direct Customer Success contact, users at all levels can find help when and where they need it.
4. Built for growth and sustainability
We empower teams with the tools to manage data cycles year over year. Historical data comparisons, reporting customisation, and export capabilities make long-term ESG success possible.
5. Ongoing partnership
Onboarding is just the beginning. Our commitment to customer success continues well beyond the first few sessions. We stay in close contact through regular check-ins, satisfaction surveys and open feedback loops to make sure our customers continue to get maximum value.
Setting new standards in customer onboarding
We’re proud to be setting the bar for onboarding and integration in ESG and risk reporting. Our customers regularly tell us how impressed they are with the speed, clarity and quality of our onboarding support. It’s a process designed not just to get people started, but to set them up for success long into the future.
Want to learn more about our award-winning customer service and how we go above and beyond? Read this article.
Or if you’re interested in a tailored demonstration of our platform and how it could impact your business, book in a call with us.
