How AI May Enhance Stakeholder Management Ratings and Reporting
AI Enables Analysis Without an Organization’s Involvement
A Much Easier Way to Identify Culture Risks?
Click here for links to information about EEA engagement solution providers.
A recent test using public documents to rate the maturity of stakeholder management at a leading publicly held company demonstrates the potential of AI to rapidly enhance the ability to rate the maturity of publicly held companies based on documents already in the public domain, with or without their cooperation.
Conceived of in 2013 by business analysts in the United Kingdom and first used in 2015, the Organizational Maturity Index (Omindex) aims to do for stakeholder management evaluation what ratings have done for finance: provide an objective means of measuring an organization’s effectiveness at managing the value of stakeholder capital. See ESM: Maturity Index Aims to Standardize Stakeholder Management Metrics. A version of the tool is available to the Enterprise Engagement Alliance Purpose Point Academy.
AI Enables Analysis Without an Organization’s Involvement 
Explains Stuart Woollard, Maturity Institute Co-founder: “AI is a game changer in measuring human intangibles. We still use qualified analysts to generate and review Omindex reports but they can now be produced quickly and at scale. This is something that investors have wanted for some time. It also means that boards and C-suites can get easy access to our in-depth, 40-page company reports.”
According to Woollard, Omindex measures the human health of any organisation using a sophisticated 32-factor diagnostic and an array of data and evidence. Each factor (e.g. purpose, authenticity, learning and innovation) and its overall score causally connect to Total Stakeholder Value (TSV). “TSV reflects what investors call ‘impact’, the overall benefit that a company generates for everyone linked to its business activities, including shareholders.”
Directed by qualified Maturity Institute analysts, AI tools apply Omindex diagnostics to relevant evidence such as company reports, business media and recognized third-party data. The diagnostic reports generated now reach standards required by MI and are consistent with human-generated reports, Woollard explains. The tables below highlight how a 2024 AI-generated assessment compares with a 2020 human-powered version.
A Much Easier Way to Identify Culture Risks?
Omindex AI reports are already being used in practice and are set to grow fast, Woollard believes. For boards who are tasked with assessing culture risk, or for C-suites who want to find ways to better manage human value, they offer unique measures and insights, he adds. “They can also play an important role for company stakeholders. The Maturity Institute has always aimed to get its Omindex ratings recognized alongside its financial equivalents. This aim now looks much closer to being achieved.”
The two charts below show the positive rating for Schroders, a UK-based asset management firm with an ESG (environmental, social, governance) practice. The first shows the company’s current rating demonstrating a high level of organizational maturity. The second shows a comparison of the score for 2024 versus 2020 based on information collected using AI. Woollard emphasizes that analysts review the AI-generated data for verification.
.png)
.png)
ESM Is Published by The EEA: Your Source for Effective Stakeholder Management, Engagement, and Reporting
Through education, media, business development, advisory services, and outreach, the Enterprise Engagement Alliance supports professionals, educators, organizations, asset managers, investors, and engagement solution providers seeking a competitive advantage by profiting from a strategic and systematic approach to stakeholder engagement across the enterprise. Click here for details on all EEA and ESM media services.
1. Professional Education on Stakeholder Management and Total Rewards
- Become part of the EEA as an individual, corporation, or solution provider to gain access to valuable learning, thought leadership, and marketing resources to master stakeholder management and reporting.
- The only education and certification program focusing on Stakeholder Engagement and Human Capital metrics and reporting, featuring nine members-only training videos that provide preparation for certification in Enterprise Engagement.
- EEA books: Paid EEA participants receive Enterprise Engagement for CEOs: The Little Blue Book for People-Centric Capitalists, a quick implementation guide for CEOs; Enterprise Engagement: The Roadmap 5th Edition implementation guide; a comprehensive textbook for practitioners, academics, and students, plus four books on theory and implementation from leaders in Stakeholder Management, Finance, Human Capital Management, and Culture.
2. Media
- ESM at EnterpriseEngagement.org, EEXAdvisors.com marketplace, ESM e–newsletters, and library.
- RRN at RewardsRecognitionNetwork.com; BrandMediaCoalition.com marketplace, RRN e-newsletters, and library.
- EEA YouTube Channel with over three dozen how-to and insight videos and growing with nearly 100 expert guests.
3. Fully Integrated Business Development for Engagement and Total Rewards
Strategic Business Development for Stakeholder Management and Total Rewards solution providers, including Integrated blog, social media, and e-newsletter campaigns managed by content marketing experts.
4. Advisory Services for Organizations
Stakeholder Management Business Plans; Human Capital Management, Metrics, and Corporate Sustainability Reporting for organizations, including ISO human capital certifications, and services for solution providers.
5. Outreach in the US and Around the World on Stakeholder Management and Total Rewards
The EEA promotes a strategic approach to people management and total rewards through its e-newsletters, web sites, and social media reaching 20,000 professionals a month and through other activities, such as:
- Association of National Advertisers Brand Engagement 360 Knowledge Center to educate brands and agencies.
