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CSR Cockpit

Reporting infrastructure for TEEI partnerships.

Open is the default at $0, so companies start with the cockpit already available. Managers get a dedicated cockpit, employees get a separate portal, and AI-assisted reporting moves from draft to approval to export in one tracked system.

Open at $0

Included from the baseline

CSR Cockpit access and CSRD/ESRS-ready reporting are available to every company from Open onward. Sponsorship funds deeper partnership work, not software access.

Generate · Refine · Approve

AI report workflow

The product has dedicated generate, refine, and approve report endpoints plus CSRD export.

Manager + Employee

Two distinct interfaces

CSR managers get a company cockpit while employees get a separate portal with their own session flow.

103 · 208 · 290 · 23

Pages, API routes, handlers, portal pages

The current repo footprint confirms this is a real operating product, not a thin reporting wrapper.

Leadership-ready output
CSR Cockpit boardroom presentation view
Mobile companion view
CSR Cockpit boardroom mobile view

What makes this page real

It is a product page built from actual operating surfaces.

This page is anchored to screenshots and repo-backed capabilities instead of template features, vendor comparison tables, or invented proof points.

TEEI nonprofit

Built by The Educational Equality Institute

The product inherits TEEI governance: Norway headquarters, US 501(c)(3), and nonprofit programme context.

Magic links, no stored passwords

Security model is explicit

Manager and employee sessions are isolated, password storage is avoided in the auth flow, and sensitive operations are written to the audit log.

ROPA · DSR · DPA

Privacy tooling is first-class

The cockpit includes a GDPR privacy hub with records of processing, data requests, retention workflows, and DPA generation.

WorkOS · SCIM · Merge · Slack/Teams

Enterprise integration layer is real

Repo-backed integrations cover SSO, SCIM provisioning, HRIS sync, notification channels, webhooks, and API keys.

Daily operating surface

Live Manager Cockpit

Show the daily operating surface: KPIs, activity, programme cards, SDG mapping, and AI insight blocks in one manager view.

  • The dashboard is a real manager surface, not just a report preview.
  • The sync model unifies activity from five TEEI programme sources into one company-level view.
  • Company-wide metrics, activity feed, and programme state live together in the core cockpit route.
CSR Cockpit manager dashboard
CSR Cockpit manager dashboard on mobile

Analysis layer

Analytics & Benchmarks

Move from top-line metrics into trendlines, department views, SDG breakdowns, and deeper engagement analysis.

  • A separate analytics route exists for trend charts, programme comparison, and engagement views.
  • The product tracks department breakdowns, SDG alignment, and benchmark-style analysis beyond KPI cards.
  • This is where the cockpit proves it is an analysis system, not only a status dashboard.

A separate analytics route proves the cockpit is not only a KPI shell.

Trend chartsDepartment viewsSDG breakdownsBenchmark analysis
Analytics & Benchmarks
CSR Cockpit AI reports view
CSR Cockpit AI reports view on mobile

AI reports & export pipeline

AI Reports & Export Pipeline

Show report generation as an actual workflow: generate, refine, approve, then export or share.

  1. 01

    Collect participation and programme activity

    Hours, participation, programme mix, and SDG-aligned activity are already inside the company cockpit.

  2. 02

    Generate a first reporting draft

    Dedicated generate endpoints create a report draft instead of forcing teams into manual spreadsheet assembly.

  3. 03

    Refine, approve, and publish

    The workflow continues through refine and approve stages so reporting is reviewed before it is shared outward.

  4. 04

    Export for CSRD or board review

    Leadership output and export-ready evidence live in the same system instead of being rebuilt in a second tool.

  • The repo contains dedicated AI endpoints for report generation, refinement, and approval.
  • CSRD/ESRS export is implemented as a real company-scoped report route, not a marketing promise.
  • Reports are a first-class product surface with their own gallery and workflow, not just downloadable summaries.

Separate employee login

Separate Employee Login & Portal

Make the employee layer explicit: this is not one manager page with extra widgets, but a second interface with its own auth flow.

  • The employee portal uses a separate session cookie and dedicated auth library.
  • The current repo has 23 portal pages for employees, with their own routes and navigation model.
  • Employees get personal stats, certificates, achievements, programmes, VTO, and participation views.

The employee product is distinct from the company cockpit instead of being one more manager tab.

Separate session flow23 portal pagesAchievementsCertificatesVTO
Separate Employee Login & Portal

Operations depth

People, programmes, and company operations sit inside the same system.

The cockpit is not only reporting output. It also carries roster management, employee drill-downs, programme administration, onboarding, and operating state for the partner account.

People, Participation & Roster

  • The cockpit has dedicated employee roster and team management routes.
  • Employee import, invitations, drill-down profiles, and participation management are product features, not CRM copy.
  • This is operational infrastructure for a partner company, not just a visual dashboard skin.

Programmes & Operations

  • Dedicated programmes routes cover catalogue, detail, creation, and quick actions.
  • Onboarding, team, settings, reports, and audit-log routes confirm full operating depth.
  • The product is managing live programme participation, not only displaying post-hoc impact totals.

Enterprise controls

Identity, Integrations & Enterprise Controls

Use the settings surface to prove the product is configurable, integratable, and enterprise-operational.

  • WorkOS SSO and SCIM are implemented as real auth and provisioning layers.
  • Merge.dev HRIS sync exists alongside Slack, Teams, channel, webhook, and API-key management.
  • Branding, roles, notifications, integrations, and security live in a dedicated admin surface.

Identity, privacy, integrations, and auditability are product surfaces, not sales promises.

WorkOS SSOSCIMMerge syncSlack/TeamsAPI keysAudit logs
Identity, Integrations & Enterprise Controls

Walk through the product

See the reporting surface, the employee portal, and the export flow in one session.

Use the live demo if you want to inspect the product first. If you need a guided walkthrough, TEEI can show the manager cockpit, employee login, AI report workflow, and reporting outputs together.

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