Professional outcome templates for SROI, ESG, and ISO
If your work requires SROI evaluation, ESG or sustainability disclosure, or ISO documentation, GuppyCubed provides professional workflows that organize information into a state ready for qualified review.
AI-assisted drafting and data preparation
- SROI: A professional workflow helps prepare an outcome chain, define indicators, perform calculations, and produce an evaluation draft;
- ESG and sustainability: Prepare the information and draft content needed for sustainability reporting;
- ISO document preparation: Support implementation preparation, gap assessment, and document planning;
- Sustainability claim checks: Assess whether public claims have sufficient support and reduce greenwashing risk.
A clear boundary: AI output is not certification
AI-assisted preparation of reviewable documents and drafts does not mean an organization has passed ISO certification, SROI assurance, or any third-party verification. GuppyCubed does not claim to replace, and cannot replace, statutory audit, assurance, or certification procedures.
Connect confirmed information to professional review
After people confirm the information, qualified professionals such as accountants, verification bodies, and evaluators can conduct formal audits, assurance engagements, or certification. GuppyCubed's role is to give professionals complete, sourced information and reduce time spent chasing submissions and versions.
When to involve a professional reviewer
- When a conclusion or figure will be formally published or have legal effect;
- When work must comply with a regulation or standard such as ISO certification;
- When a GuppyCubed draft requires professional judgment and you are unsure whether it is sufficiently rigorous.
In these cases, give the organized information to the appropriate accountant, lawyer, evaluator, or verification body for final confirmation instead of publishing the AI draft directly.
Define the delivery scope first
Clarify whether the work is an internal review, public draft, or material for a professional reviewer. Specify the period, audience, and applicable requirements. AI can help list sources and gaps; qualified professionals determine applicability and formal conclusions.
Prepare supporting material
| Work | Useful sources |
|---|---|
| Social outcome evaluation | Activity records, stakeholder feedback, indicators, assumptions |
| Sustainability information | Period, organizational scope, original records, owners |
| Management-system documents | Current processes, responsibilities, versions, execution records |
Mark missing items for follow-up. Do not turn example figures into actual results or treat a template field as proof of compliance.
Prepare for review
Package the sources with the draft, assumptions, gaps, and review questions. Revise in response to feedback and retain the accepted version. Follow the relevant professional process for formal certification or assurance; task review is not third-party verification.
Choose a suitable workflow in Skills
Templates supply structure; sources determine substance
A template can reveal required fields without establishing missing facts. A stakeholder-feedback field still needs actual engagement material; an AI example sentence is not an interview result.
Choose Skills in order
State whether the task is general organization, internal assessment, or professional report preparation. Read the skill purpose and choose the matching method. Ordinary satisfaction feedback and SROI evaluation are different tasks.
Prepare a source inventory and ask which sections can be drafted now. Distinguish missing evidence, mismatched periods, unclear calculation definitions, and questions requiring professional judgment.
| Handoff material | Purpose |
|---|---|
| Objective, audience, period | Define review scope |
| Originals and definitions | Check claims and calculations |
| Draft and assumptions | Explain the reasoning |
| Gaps and questions | Plan follow-up |
This package is an organization method, not a claim that a complete formal assurance bundle or version-lock flow exists. Follow the professional reviewer's requirements before selecting public wording.