Corporate Sustainability Tool

Built for: Internet and Intranet

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COMMON CHALLENGES

Projects scattered across emails and files

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no single source of truth; constant follow-ups

No visibility into approvals

proposals disappear after submission

Volunteering handled manually

forms for sign-ups, verbal approvals

Quarterly reports built from scratch

compiled from scattered data

No audit trail for compliance

unclear who approved what and when

Projects scattered across emails and files

How it Works?

End-to-end CSR handling in one platform

From proposal to closure, every part of the CSR lifecycle is covered, connected, and auditable. Nothing moves forward without a complete record at each stage.

Register NGO Partner

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Verify and register NGO partners—no project without validated association.

Create Project (Draft)

Add project details and save as draft with partner, budget, and status tracking.

Add Budget & Documents

Upload budgets and supporting documents securely before submission.

Submit for Approval

Generate project ID and trigger automated multi-level approval workflow.

Regional Execution (PSN)

Distribute projects across regions with independent tracking and budgets.

Project Closure

Close projects with a complete, auditable lifecycle record.

WORKFLOW: Budget Management & Financial Oversight

Every rupee committed, tracked, and accounted for—across every project, region, and partner.

CSR budgets are allocated at the project level, distributed across regions, released in phases, and reported against regulatory obligations. Without a structured system, reconciliation happens after the fact — long after the chance to course-correct has passed.

Budget Allocation

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Set and distribute budgets across regions with full audit tracking.

Phased Disbursements

Release funds in milestone-based tranches with mandatory approvals.

Utilisation Tracking

Monitor spend in real time and flag underuse or overruns early.

Budget Approvals

Manage revisions through structured, versioned approval workflows.

Document

Linked Expenditure —Ensure every disbursement is backed by verified supporting documents.

WORKFLOW: PSN (PROGRAMME-SPECIFIC NODES)

One project. Multiple locations. Full visibility.

PSN allows a single CSR project to be implemented across multiple geographic regions, each with its own details, budget, and tracking — all connected to the master project record.

Create a project with PSN

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add the first region during setup

View PSN regions

all entries listed with status by region

Add new regions

link additional regions to an existing project

Edit region details

update PSN records as needed

Track and report centrally

region data rolls up to the main project

ROLES & PERMISSIONS

The relevant access for every user in the process.

Permissions are module-level and role-specific—not one-size-fits-all. The default for any user, including Super Admin, is read-only. Every elevated permission is granted deliberately, per module.

Permission Hierarchy

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Delete access includes Edit, Create, and Read permissions Edit access automatically includes Create and Read Approver is a separate permission, assigned independently

CSR Manager

Manages projects and activities while validating participation data and overall execution.

Regional Manager

Oversees regional activities while verifying submissions and ensuring compliance.

Supervisor

Reviews and approves employee registrations

Employee

Browses activities, registers and participates, while tracking progress and accessing certificates.

End-to-End Project Lifecycle Management

Every CSR project has a beginning, a middle, and an end. This platform tracks all of it — from the moment an NGO partner is registered to the day the project is marked closed — with a complete record at every step, no gaps.

Multi-Level Approval Workflows

No more chasing approvals over email. Proposals move through your approval hierarchy automatically — each approver sees the full picture, acts on it, and the next person in line is notified without anyone having to follow up.

Budget Management & Phased Disbursements

Budgets are set, distributed across regions, and released in stages tied to real progress. Every rupee that moves needs a documented reason behind it — so there are no surprises at year-end.

PSN — Regional Execution Under One Master Project

Running the same initiative across multiple cities or states? Each region gets its own budget and tracking, while everything still connects back to the master project. One view. Full visibility. No fragmentation.

Digital Volunteering Management

From the manager scheduling an activity to the employee receiving their certificate — the entire volunteering journey is handled digitally. No forms, no verbal approvals, no manual follow-ups anywhere in the chain.

Role-Based Access & Permissions

Everyone sees what they need and nothing they don't. Access is configured per module, per role — and approver rights are always granted deliberately, never assumed.

Employee Self-Service Dashboard

Employees have their own space — browse open activities, sign up, submit post-event details, and download their certificates. No emails back and forth. No asking HR for updates.

Real-Time Budget Dashboard

One screen that tells you exactly where your CSR budget stands — what's been sanctioned, what's been released, what's overdue, and whether you're on track to meet your compliance targets before the year closes.

Audit Trail & Compliance Records

Every action, every approval, every communication — logged, timestamped, and tamper-proof. So when a regulator or auditor comes asking, the answer is already organized and ready. No reconstruction required.

Document-Linked Expenditure

Invoices, receipts, utilisation certificates — every disbursement needs a document behind it. Spend without supporting documentation simply doesn't move forward.

Governance & Regulatory Reporting

Built around how CSR disclosure actually works. Documents are stored centrally, partner associations are verified, and compliance tracking runs continuously — not scrambled together when reporting season arrives.

Flexible Deployment

Cloud, on-premise, or hybrid — internet or intranet. However your organisation needs to run this, the platform fits. Infrastructure decisions are made upfront, not figured out after you've signed.

Banking & Financial Services

Government & Public Sector

Pharmaceutical & Healthcare

Enterprises & Manufacturing

Insurance Companies

Large Corporates & Conglomerates

Infrastructure & Real Estate Developers

Energy & Utilities

CSR Software That Fits How You Actually Work

Compliance-Driven and Process-Aligned by Design

Built not just for convenience but for defensibility, every approval, document, and decision is captured with clear ownership and timestamps—ensuring you’re always audit-ready. At the same time, the system is configured around your processes—approval hierarchies, escalation rules, regional structures, and NGO partnerships—so the platform adapts to your organization, not the other way around.

Unified Platform with End-to-End Control

From CSR managers creating projects to employees registering for volunteering activities, every stakeholder gets a purpose-built view with the right level of access—nothing more, nothing less. Unlike fragmented solutions, the entire journey is connected in one system—project proposals, NGO onboarding, regional execution, volunteer management, budget tracking, and certificate issuance—all captured in a single, auditable record.

Automated Volunteering at Regional Scale

Manage the entire volunteering lifecycle—from activity setup, employee notifications, registrations, approvals, submissions, to digital certificate issuance—through a fully automated system. At the same time, enable regional scalability with centralized control, allowing a single project to run across multiple geographies with independent budgets and tracking, all consolidated into a unified master record.

Trusted Budget Visibility with Flexible Deployment & Real Implementation

Gain finance-grade visibility into allocation, disbursement, utilisation, underspend alerts, and compliance tracking—all in a single live dashboard, not stitched together at quarter-end. Deploy the solution your way—cloud, on-premise, or hybrid, across internet or intranet—aligned with your infrastructure from day one. Backed by a real implementation approach, we handle requirement mapping, workflow configuration, custom development, testing with your teams, and hands-on onboarding—so you work directly with the team that built it, not a support ticket queue.

Ready to bring an extensive CSR process into one system?

We’ll walk through the platform using your actual CSR structure — project types, regions, NGO partners, and approval hierarchy. No generic demo. A real conversation about fit.

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