Purpose of this article
This guide explains how consultants use Scaler to analyse client ESG data and produce advisory deliverables.
Your role in Scaler
As a consultant, you are a power user and analyst supporting your client's ESG program.
Your access level and workflows vary by engagement scope but typically involve data quality review, performance analysis, framework submission support, and strategic advisory deliverables.
Your key workflows in Scaler
Workflow 1: Review data quality and completeness
When you'll do this:
- At the start of advisory engagements
- Before framework submissions (GRESB, GRI, TCFD)
- Supporting data improvement initiatives
- Preparing for client audits or due diligence
Where in Scaler: Data Collection Portal → Portfolio → Alerts Analytics Portal → Portfolio → Performance (data coverage indicators)
What you'll need to know:
- Understanding data quality alerts
- Understanding Scaler data coverage methodology
- Understanding GRESB data coverage methodology
- Data reliability and verification
Workflow 2: Analyse portfolio performance and benchmarking
When you'll do this:
- Producing client-facing performance reports
- Supporting strategic ESG planning
- Benchmarking against peers or industry standards
- Identifying improvement opportunities
Where in Scaler: Analytics Portal → Portfolio → Performance Analytics Portal → Portfolio → Metrics Table Analytics Portal → Portfolio → Scores
What you'll need to know:
- Performance overview
- Energy, GHG, water, and waste performance
- Custom metrics tool
- Scores and benchmarking
Workflow 3: Support framework submissions
When you'll do this:
- During GRESB, GRI, CDP, or TCFD reporting cycles
- Supporting regulatory reporting (SFDR, CSRD)
- Preparing investor ESG disclosures
Where in Scaler: Data Collection Portal → Portfolio → Reports Data Collection Portal → Portfolio → Data Requests (where permitted)
What you'll need to know:
- How to generate reports
- Understanding reports audit trail sheets
- Understanding Scaler data coverage methodology
- Understanding GRESB data coverage methodology
Workflow 4: Develop decarbonisation strategies and roadmaps
When you'll do this:
- Supporting net zero commitments
- Developing portfolio decarbonisation strategies
- Assessing capital requirements for sustainability targets
- Conducting scenario analysis
Where in Scaler: Analytics Portal → Portfolio → Roadmaps
What you'll need to know:
- Roadmaps & decarbonisation pathways
- Understanding CRREM pathways
- Custom metrics tool
Workflow 5: Export data for client deliverables
When you'll do this:
- Producing client-facing reports
- Supporting external modeling or analysis
- Preparing board or investment committee materials
- Creating strategic advisory deliverables
Where in Scaler: Analytics Portal → Portfolio → Metrics Table Data Collection Portal → Portfolio → Reports
What you'll need to know:
- Custom metrics tool
- How to generate reports
- Performance overview
Quick reference: Where you'll work most often
Scaler location | Primary use |
Analytics Portal → Portfolio → Performance | Review client performance across assets |
Analytics Portal → Portfolio → Metrics Table | Customize metrics and export analysis |
Data Collection Portal → Portfolio → Reports | Generate framework reports for clients |
Data Collection Portal → Portfolio → Data Requests | Request clarifications where permitted |
Analytics Portal → Portfolio → Roadmaps | Support decarbonisation strategy development |
What to focus on during onboarding
✅ Confirm which portfolios and assets you can access ✅ Review data coverage and gaps ✅ Identify relevant frameworks or client objectives ✅ Learn export and reporting tools ✅ Understand client-specific methodologies and configurations
Need help?
- Review Scaler Knowledge Base for detailed how-to guides
- Ask Lumi AI for instant answers to platform questions
- Discuss with your client's ESG team for scope and methodology clarification
- Contact your Scaler Account Operations Manager for personalized support