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Impact Assessment Intelligence

Your assessment takes six months to deliver. Or six days.

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.

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Your current assessment workflow

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

You’re not missing a framework. You’re drowning in disconnected tools that were never designed to talk to each other.

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.

Assessment Data / Current State

📋 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.

Sopact — Assessment Intelligence

Live · Continuous

🔗 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

Assessment intelligence isn’t bolted on. It’s built in.

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

One intelligence pipeline, from first data point to continuous evidence.

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

Sopact connects to your existing tools. It does not replace them.

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.

How data flows through Sopact

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

📝 Survey & Field Tools

Native + API

KoboToolbox · SurveyMonkey · Google Forms · Qualtrics · CommCare · Sopact Sense

🔗 CRM Systems

MCP + API

Attio · HubSpot · Salesforce NPSP · Microsoft Dynamics

📁 Document & Storage

API + Webhook

SharePoint · Google Drive · Box · Dropbox · PDF OCR

📊 BI & Dashboards

Native + Export

Tableau · Power BI · Looker Studio · Sopact Grid

🌍 ESG & Sustainability

API + Import

Persefoni · Watershed · CDP · GRI · SASB · IRIS+

🗺️ GIS, EIA & Gov Platforms

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

Twelve assessment types. One platform. All automated.

12

🏡8

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

Context doesn’t reset. Every assessment cycle makes the next one smarter.

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%

Foundations

35%

Baseline set

70%

Deep evidence

95%

Full picture

Why Sopact beats the alternatives

Four things no other assessment tool can do.

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.

Bring us your assessment data. We’ll show you what clean intelligence looks like in 20 minutes.

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.

See it with your data →

20-minute live session · Your data, your framework · Immediate results