Impact Assessment Intelligence
Right now, your team is stitching together Google Forms, SurveyMonkey exports, interview transcripts in Word, and Excel spreadsheets that don't share a single common ID. Sopact reads every document, connects every data point, and generates evidence-backed assessments the week data arrives — not six months later.
Book a Demo📊 Community_Survey_GoogleForms.csv
Silo
📃 Stakeholder_Interviews_Q2.docx
Unread
🧮 Program_Outcomes_Tracker_v7.xlsx
3 months old
📂 Environmental_Baseline / Field_Data
Incomplete
📤RE: Which version of the rubric?
5 days ago
🗃️ EIA_Report_Draft_FINAL(2).pdf
No IDs
80%
of time spent cleaning data. Funder report is due next month.
12
Assessment types supported — social, environmental, ESG, and beyond
80%
Data cleanup time eliminated — clean at source architecture
7
Frameworks built in — IRIS+, SDGs, GRI, SASB, B4SI, 2X, IMP
Days
Not months — from data collection to evidence-ready reports
The real problem
Every assessment has the data. The challenge is that surveys live in one tool, interviews in another, outcome tracking in a third — and none of them share a common participant ID.
Week 1 — Data collection
Deploy surveys across three different platforms
Google Forms for community feedback, SurveyMonkey for beneficiaries, KoboToolbox for field data. No common IDs. No data dictionary. Each tool exports differently.
Weeks 2–6 — Qualitative gathering
Interview 40 stakeholders. Transcripts sit in a Drive folder.
Rich qualitative evidence exists — but no tool in the stack can code, theme, or connect it to the quantitative data. A consultant will do it manually. Eventually.
Weeks 7–14 — The 80% problem
Clean, deduplicate, and reconcile data across systems
80% of total assessment time is spent here. Fixing typos, merging duplicate records, standardizing field names, mapping responses to the framework. This is where projects stall.
Weeks 15–24 — Report assembly
Build the dashboard and write the narrative
By now, program decisions have already been made without evidence. The report arrives too late to influence anything except the next funding proposal.
With Sopact
All of the above — handled in days, not months.
Clean at source. Unique participant IDs. Qualitative + quantitative in one platform. Dashboards update as data arrives. Assessment is continuous, not annual.
📋 Google Forms — Community Survey
847 responses
No IDs
📊 SurveyMonkey — Beneficiary Feedback
312 responses
Partial
📄 Interview Transcripts / Drive
40 files
Uncoded
📁 Outcome Tracker — Excel
6 tabs
V7 of ?
80% of assessment time spent on cleanup. Evidence arrives 6 months too late.
🔗 1,159 responses linked to 847 unique participants
Clean
Unique IDs assigned at first contact…
Real-time
🧠 40 interview transcripts — coded and themed automatically
AI-coded
Intelligent Cell extracted 12 themes…
2 hrs ago
📊 Framework alignment complete — IRIS+ and SDG mapping
Mapped
All indicators mapped…
Today
Skills Inside · Embedded Expertise
Every Sopact assessment comes pre-loaded with the frameworks, methodologies, and data architecture that practitioners need — so your team focuses on interpretation, not configuration.
Skills Inside™
Assessment Skills — Embedded in Every Workflow
Active · 7 Framework Engines
Assessment Types
12 types supported
🏨 Social Impact
🌿 Environmental
📊 ESG Integrated
💼 Business Impact
🔄 Change Impact
💰 Economic Impact
⚠️ Risk Assessment
♀ Gender-Lens / 2X
🏢 CSR / B4SI
🌍 Sustainability
🎓 Training / Learning
🏛 Organizational
Frameworks
7 engines built in
📐 IRIS+ (GIIN)
🌐 SDGs
📋 GRI Standards
📈 SASB
♀ 2X Global Criteria
🏢 B4SI
🔄 IMP Five Dimensions
🗺 Theory of Change
🏛 15xB Maturity
Methodologies
AI-native analysis
🧠 Rubric Scoring + IRR
💬 Qualitative Coding
📊 Mixed-Methods
🔍 Thematic Extraction
📋 Sentiment Analysis
⚡ Real-time Dashboards
🔗 Longitudinal Tracking
🎯 Blind Review
Data Architecture
Clean at source
🔑 Unique Participant IDs
📖 Shared Data Dictionary
✅ Validation at Entry
🔄 Single Record of Truth
📋 Audit Trail
🔒 RBAC Governance
How Sopact works for impact assessments
Three phases that compound on each other. Every stage inherits everything from the stage before — and evidence improves every cycle.
01
Data Architecture
Phase 01 — Clean at Source
Every participant gets a unique ID. Every data point is valid at entry.
Traditional assessments collect data across 4–6 different tools, then spend months reconciling. Sopact assigns a persistent participant ID at first contact — every survey response, interview transcript, document upload, and outcome metric links back to that single record. Data is validated at entry, not cleaned after the fact.
🔑 Unique participant IDs
📖 Shared data dictionary
✅ Validation rules
📐 Framework mapping
🔗 Cross-source linking
Input
Surveys, forms, documents, transcripts
↓ Clean at source
Processing
Unique IDs · validation · data dictionary · framework mapping
↓ Output
Output
Connected participant records — zero cleanup needed
↓ All participant records carry forward into analysis
02
AI Analysis
Phase 02 — Intelligent Analysis
Qualitative + quantitative analyzed together. Not in separate workflows.
Sopact’s four AI agents work simultaneously. Intelligent Cell extracts themes and sentiment from every transcript and open-text response. Intelligent Row summarizes each participant’s full journey across touchpoints. Intelligent Column identifies patterns across cohorts. Intelligent Grid combines all evidence into framework-aligned dashboards.
🧠 Intelligent Cell — theme extraction
👤 Intelligent Row — participant journeys
📊 Intelligent Column — cohort patterns
📈 Intelligent Grid — dashboards
Input
Connected participant data + documents
↓ Four AI agents
Processing
Theme coding · sentiment · rubric scoring · pattern detection
↓ Output
Output
Evidence with both “what happened” and “why” — linked to participants
↓ Analysis feeds continuous reporting — not one-time snapshots
03
Continuous Evidence
Phase 03 — Continuous Intelligence
Dashboards update as data arrives. Reports generate on demand.
Assessment isn’t an annual event — it’s a continuous loop. As new survey responses, interview data, or outcome metrics arrive, Sopact updates the evidence base in real time. Framework-aligned reports generate on demand for any audience — funders, boards, program teams, regulators. Red flags surface the day they appear, not six months later.
📊 Real-time dashboards
📄 Framework-aligned reports
⚠️ Early warning flags
🎯 Audience-specific views
📈 Longitudinal tracking
Input
Continuous data + new responses
↓ Auto-updates
Processing
Scored against baselines + framework alignment
↓ Output
Output
Evidence-ready reports — generated in hours, not months
Integration Layer · Your Stack Stays Intact
Most organisations rely on 6–10 systems for data collection, storage, and reporting. Sopact's integration layer unifies them without requiring migration, retraining, or vendor lock-in.
Every connected source feeds a normalisation engine that cleans, tags, and structures evidence before AI analysis begins. The result is a single pane of truth your team can query, visualise, or export — without writing SQL.
Connectors support REST, GraphQL, webhooks, flat-file ingest, and MCP (Model Context Protocol) for real-time LLM interoperability.
MCP = Model Context Protocol — the open standard that lets LLMs read from and write to external tools in real time.
Data Flow
Source Systems
↓
Sopact Normaliser
↓
AI Evidence Engine
↓
Dashboards & Reports
YOUR TOOLS STAY UNTOUCHED · SOPACT CONNECTS THEM · YOUR TEAM STOPS BEING THE INTEGRATION LAYER
Native + API
KoboToolbox · SurveyMonkey · Google Forms · Qualtrics · CommCare · Sopact Sense
MCP + API
Attio · HubSpot · Salesforce NPSP · Microsoft Dynamics
API + Webhook
SharePoint · Google Drive · Box · Dropbox · PDF OCR
Native + Export
Tableau · Power BI · Looker Studio · Sopact Grid
API + Import
Persefoni · Watershed · CDP · GRI · SASB · IRIS+
Import + Webhook
ArcGIS · QGIS · NEPA/EPA · IFC · Community portals
What this unlocks
By sitting between your tools and your team, Sopact eliminates manual data movement. Field officers keep using KoboToolbox; finance keeps using Excel; leadership keeps using Power BI. Sopact simply makes the data talk to each other — automatically, accurately, and in real time.
Assessment types
12
Social Impact Assessment
Community outcomes with surveys + narratives, auto-coded and linked to metrics. Beneficiary voice integrated from day one.
Theory of Change · SDGs · IRIS+
Environmental Impact
Multi-PDF EIA reports processed, risks extracted, monitoring dashboards updated continuously against baseline conditions.
GRI · NEPA · IFC Standards
Integrated ESG
Merge E, S, and G metrics into one AI-ready pipeline instead of siloed systems. Cross-framework alignment automated.
SASB · GRI · IRIS+ · CDP
Business Impact Analysis
Automate supplier surveys, scenario planning, and risk alerts in one pipeline. Operational continuity evidence generated automatically.
Risk scoring · BIA framework
Change Impact
Track employee readiness and adoption through continuous sentiment feedback. Organizational change measured in real time.
Sentiment · Readiness rubrics
Economic Impact
Align investments with regional multipliers, auto-linking financial + social data. SROI calculations with evidence trail.
SROI · Multiplier models
Risk Assessment
Flag vulnerabilities in real time from surveys, incident reports, or supply chain data. Risk scoring against defined thresholds.
Risk rubrics · Early warning
Gender-Lens / 2X Global
Map responses to 2X Criteria instantly. Leadership, employment, products, and finance tracked with disaggregated evidence.
2X Criteria · Gender scoring
CSR / B4SI
Consolidate global CSR inputs, outputs, and outcomes into one real-time dashboard. B4SI alignment automated across entities.
B4SI framework · Multi-entity
Sustainability
Auto-align reporting with GRI, SASB, or SDG indicators across portfolios. Materiality assessment evidence connected.
GRI · SASB · SDG alignment
Training & Learning
Score readiness and confidence via rubrics, track cohorts longitudinally. Kirkpatrick Framework evaluation automated.
Kirkpatrick L1–L4 · Rubrics
Organizational
Automate governance, DEI, and maturity frameworks with built-in scoring. Organizational health tracked across dimensions.
Maturity models · DEI rubrics
What makes this different
Traditional assessment tools reset at each cycle — new surveys, new spreadsheets, new consultants starting from zero. Sopact carries the full evidence base forward from baseline through continuous monitoring.
Stage 01
Data Architecture
Stage 02
Baseline Assessment
Stage 03
Continuous Monitoring
Stage 04
Longitudinal Evidence
Quantitative Data
● Surveys deployed, IDs assigned, validation active
● Baseline metrics established, framework mapped
● Dashboards update as responses arrive
● Multi-year trends, cohort comparisons
Qualitative Evidence
○ Interview protocols designed
◐ Transcripts coded, themes extracted
● Sentiment tracked, patterns emerging
● Narrative arc visible, causal evidence
Framework Alignment
◐ Indicators mapped to data fields
● Baseline scored against framework
● Progress tracked against targets
● Full compliance + impact evidence
Evidence Quality
10%
35%
70%
95%
Why Sopact beats the alternatives
01 — Clean at Source
80% of assessment time eliminated before analysis even begins.
Sopact assigns persistent unique IDs at first contact. Every survey, interview, document, and outcome metric links to one participant record. Data is validated at entry — not cleaned months later by a consultant.
Without Sopact
Teams spend 80% of assessment time deduplicating, standardizing, and reconciling data from 4–6 disconnected tools. The cleanup takes longer than the analysis.
02 — Mixed-Methods in One Platform
Qualitative and quantitative evidence analyzed together — not in separate workflows.
Intelligent Cell codes interview transcripts automatically. Intelligent Row connects each participant’s survey responses to their qualitative voice. The assessment includes both “what happened” and “why” — in the same report, linked to the same data.
Without Sopact
Quantitative data goes to Excel or Tableau. Qualitative goes to NVivo or a consultant. The two are never connected. Stakeholder voice is missing from dashboards.
03 — Framework-Agnostic Engine
IRIS+, SDGs, GRI, SASB, B4SI, 2X — all mapped from the same data.
Sopact doesn’t lock you into one framework. Map your indicators once. When a funder asks for IRIS+, an auditor asks for GRI, and a board asks for SDG alignment — all three reports generate from the same underlying evidence.
Without Sopact
Each framework requires a separate mapping exercise. Different consultants for different standards. A new funder requirement means months of re-work.
04 — Continuous, Not Annual
Evidence surfaces when decisions are still being made — not six months later.
Dashboards update as data arrives. Red flags surface the day they appear. Program managers see emerging patterns in real time. The assessment report is always current — not a snapshot from last year’s data.
Without Sopact
Assessment is an annual event. Reports arrive 6 months after data collection. Program decisions, funding allocations, and strategic pivots happen without evidence.
“
We used to spend six months producing an assessment report that was outdated by the time it reached stakeholders. Now the evidence updates continuously — and the qualitative voice we never had time to code is the most compelling part of every report.
Impact Assessment Director
International Development Organization
6 days
Full assessment cycle. Was 6 months.
0%
Time spent on data cleanup. Clean at source eliminates it.
12→1
Assessment types, one platform. No more tool sprawl.
Drop us one dataset — survey responses, interview transcripts, an outcome spreadsheet, whatever you have. Sopact connects it, applies AI analysis, and shows you the evidence it would generate across your full program. No setup, no implementation, no waiting.
20-minute live session · Your data, your framework · Immediate results
