Quality Engineering Proposal - https://www.sustain.life/

Quality Engineering Excellence

Prepared for Annalee

https://www.sustain.life/ • Comprehensive proposal • Tailored solutions • Measurable outcomes

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Bug Reduction

Hi Annalee,

Recognizing Sustain.Life's pivotal role in carbon accounting and sustainability management, especially now as part of Workiva Carbon, the precision and reliability of your platform are more critical than ever. Our team proposes a targeted QA engagement designed to fortify your software's integrity and user experience, directly supporting your mission to help businesses achieve their climate action goals. We believe this focus will enhance trust in your data and streamline your clients' path to net-zero.

01 Business Context

  • Sustain.Life provides a leading carbon accounting platform, empowering companies to calculate, manage, and report on their environmental impact.
  • Now integrated with Workiva, your platform is a critical component of assured, integrated reporting for sustainability.
  • You enable clients to set science-based targets, simplify climate disclosures, and build plans for carbon emission reduction.
  • Your comprehensive support includes expert carbon accounting services, dedicated customer success, and extensive knowledge resources.
  • The platform serves a broad market, from enterprises needing detailed reporting to companies establishing their foundational sustainability practices.
  • A key value proposition is rapid onboarding, allowing customers to begin calculating emissions in as little as two days.
  • The goal is to future-proof businesses by enabling meaningful climate action and a path to net-zero.

02 Key Risks & Quality Gaps

  • Calculation Accuracy: Inaccurate carbon footprint calculations could compromise the credibility and utility of the platform for your clients.
  • Data Integrity & Consistency: Maintaining the integrity and consistency of emissions and environmental data across measurement, management, and reporting modules is crucial.
  • Reporting Compliance & Standard Alignment: Gaps in aligning with specific third-party reporting standards could lead to issues for client disclosures.
  • Workiva Integration Stability: As part of Workiva, any integration failures or data synchronization errors could impact assured, integrated reporting.
  • User Experience & Onboarding Friction: Deviations from the "intuitive" platform experience or issues during rapid onboarding could impede client adoption and satisfaction.
  • Scalability and Performance: As your client base and data volumes grow, performance bottlenecks could impact the platform's efficiency and responsiveness.
  • Policy Builder Efficacy: Ensuring the Policy Builder's templates are consistently best-in-class and effectively support standardization for new practices.
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03 Value Proposition Summary

Focus Area Current State (Implicit) Proposed Improvement (with QA) Expected Business Impact
Calculation Accuracy Your platform calculates carbon footprint and sets targets. Verified precision in all calculations and data transformations. Enhanced trust, reliable reporting, stronger client credibility.
Data Integrity Data collected and presented in one place. Assured consistency and reliability of all environmental data. Minimized errors, robust decision-making support, audit readiness.
Reporting Compliance Your platform streamlines reporting, aligns with standards. Guaranteed adherence to evolving global sustainability standards. Reduced compliance risk for clients, smoother disclosures.
Platform Integration Now part of Workiva for assured, integrated reporting. Seamless data flow and functionality with the Workiva ecosystem. Maximized value from the Workiva acquisition, holistic reporting.
User Experience (UX) "Most intuitive" platform, seamless onboarding. Consistently excellent and efficient user journeys. Higher adoption rates, improved client satisfaction and retention.

04 90-Day Roadmap

Phase / Focus Area Month 1: Core Functionality & Discovery Month 2: Integration & Reporting Integrity Month 3: Performance & User Journey Optimization
Platform Assessment Deep dive into your 'Measure' module, calculation logic, and initial onboarding process. Review of your 'Manage' and 'Report' modules, data flow between them. Comprehensive end-to-end user journey validation across all modules.
Accuracy & Data Integrity Verify core carbon calculation algorithms and input data integrity. Validate data consistency and accuracy from Measure through Manage to Report. Stress testing for data volumes and complex scenarios, ensure accuracy under load.
Workiva Integration (Preparatory phase, architecture review with your team) Functional and data integrity testing for your Workiva integration points. End-to-end integration scenario testing, performance monitoring.
Reporting Compliance Review of supported reporting standards and frameworks on your platform. Verification of generated reports against key third-party standards. Regression testing for reporting outputs with diverse client data sets.
User Experience (UX) Audit of the "seamless onboarding" experience and initial platform intuitiveness. Usability review of the "Manage" and "Report" workflows and policy builder. Review of your 24/7 help center and knowledge base accuracy/utility.
Deliverables Initial QA Report for 'Measure' and Onboarding, Test Plan Outline. Integration Test Report, Reporting Compliance Validation Summary. Comprehensive System Health Report, UX/Performance Recommendations.
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05 KPI & Success Metrics

Metric Baseline (Current, if known, or TBD) Target (Post-Engagement) Reporting Frequency
Critical Defect Density TBD (Establish during Month 1) 0 critical defects in production within 30 days post-release. Monthly
Carbon Calculation Accuracy TBD (Establish during Month 1) >99.9% accuracy for verified emissions calculations. Quarterly
Reporting Compliance Rate TBD (Establish during Month 2) 100% alignment with specified third-party reporting standards. Quarterly
Workiva Integration Success TBD (Establish during Month 2) >99.5% successful data synchronization transactions with Workiva. Monthly
Onboarding Completion Rate TBD (Current internal metric) Maintain or improve current rapid onboarding success rates (e.g., calculate emissions in 2 days). Monthly
Customer Support Tickets (Product Functionality) TBD (Current internal metric) 15% reduction in tickets related to core platform functionality. Monthly

06 Engagement Approach & Next Steps

Our engagement model emphasizes a collaborative and transparent approach. We will work directly with your product, engineering, and customer success teams to embed quality processes from the ground up. Our team will provide regular updates and actionable insights, ensuring our efforts align with your strategic objectives. We aim to be an extension of your team, not just an external vendor.

To initiate this, we propose a discovery session with your key stakeholders. This meeting would allow us to delve deeper into your immediate priorities, current technical landscape, and specific challenges related to platform quality and integration with Workiva. Following this, we can develop a more tailored Statement of Work that precisely outlines our phased approach, deliverables, and resource allocation.

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Let's discuss how we can elevate your product quality and accelerate delivery

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