Data arrives by attachment
Every engagement begins with spreadsheets and documents sent back and forth.
Clients grant your consultancy controlled access to their ErgOps results. You see summaries, export what you need for reporting or assurance support, and review evidence — without edit rights and without mixing client data.
Access is granted and revoked by each client. Every grant and revocation is recorded.
The challenge
Every engagement begins with spreadsheets and documents sent back and forth.
Your copy and the client's copy stop matching after the first round of changes.
Without a review trail it's unclear which documents were checked, by whom and when.
What ErgOps gives advisors
See every client that granted access, with industry, ESG Score, critical issues, reports due and your open tasks.
An Organization Manager at the client grants access at the level they choose, with an optional expiry.
Work from the same controls, checks and evidence the client uses for framework readiness.
Build and demonstrate expertise with ErgOps Academy courses and professional certifications.
How it works
The client's Organization Manager chooses your consultancy and an access level.
See summaries, critical issues and readiness in your workspace.
Pull reporting or assurance packages within your access level.
FAQ
No. Consultant access is read and export only. Changes are made by the client's own team.
An Organization Manager at the client grants access to your consultancy in ErgOps and chooses the access level and an optional expiry. Your consultancy needs to be set up in ErgOps first — contact us to get started.
ErgOps Academy professional certifications are issued by ErgOps. They are not ISO-issued or accredited personnel certifications.
Keep exploring
Tell us about your practice and we'll set up your consultancy workspace.
In the first meeting, we map your data sources, priority goals and review workflow.