How to use ZEROvia to prepare your data efficiently, digitally and "bank-ready".
The data has been collected (see parts 1 and 2). Now comes the implementation. Many SMEs dread the "Excel nightmare" at this point. But a static report that is produced once a year and then disappears in a drawer adds no value.
Our approach at ZEROvia: digitise instead of archive. Here is the concrete four-step plan, as also described in our new guide.
Step 1: The baseline assessment (day 1)
The first step costs nothing and gives you direction.
- Action: Complete the baseline assessment at zerovia.ch. And fill in your company profile.
- Goal: A first baseline assessment. Which topics (energy? occupational safety?) are really relevant?
- Result: In < 30 minutes you get your first ESG profile. Ideal for proving you can act straight away when customer requests come in.
Step 2: The essentials (VSME Basic, week 1)
Now the foundation is laid.
- Action: Enter the data from the checklist (part 1): electricity, heating, fuel, headcount.
- AI support: Our software helps you draft text and spot gaps.
- Result: A solid basic report that, in our experience, covers 90% of bank requests.
Step 3: The extras (VSME Comprehensive, week 2 or as needed)
As soon as a customer asks about Scope 3 or climate targets, upgrade your report.
- Action: Add strategy targets and supplier data.
- Benefit: Because the basic data is already there, there is no double entry. You simply build on what you have.
Step 4: Digitise & share (ongoing)
Instead of emailing huge PDFs, use the platform effect.
- Action: Share the link to your ZEROvia profile.
- Benefit: Next year you only need to update what has changed (comparative data is mandatory under the VSME from year 2).
Conclusion: process beats project
With this approach, sustainability turns from an annoying "annual project" into an efficient process. You save time and at the same time improve data quality for your banks and customers.
Want to complete step 1 right now?
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