When is a template enough, and when is a full tool worthwhile?

A simple Excel or Word template works for very small companies or first-time users; a full tool pays off for regular reporting, multi-person collaboration, or integrated data sources[100].

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When is a template enough, and when is a full tool worthwhile?

Short answer: A simple Excel or Word template works for very small companies or first-time users; a full tool pays off for regular reporting, multi-person collaboration, or integrated data sources[100].

Classic templates are inexpensive (e.g., from €699 at CSR Tools) and can be flexibly adapted[101]. They require no installation and are ideal if reporting is only occasional or ESG processes are not yet structured. As data volume, reporting frequency, or the number of contributors grows, requirements increase: software solutions offer guided input, automatic checks, role-based collaboration, and interfaces to existing systems[89]. Once companies need to cover other standards (CSRD, GRI) in parallel or integrate CO₂ calculations, a tool that supports mapping and automated analysis becomes worthwhile[58].

Quick tool recommendations:

  • For templates: EFRAG Digital Template - Free Excel template with XBRL export, perfect for getting started
  • For affordable cloud tools: SUSTAIN REPUBLIC - AI-powered platform from €149/year with guided data entry and XBRL export
  • For CO₂ integration: Planted - Free plan or from €169/month with integrated carbon accounting

Sources: [58] VSME FAQ: Voluntary sustainability reporting for SMEs I Tanso Blog; [89], [100], [101] VSME Tool: The 7 best software solutions in 2025 - CSR Tools

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