B Corp Portal Just Changed: Here’s What You Need to Know!

Hey team, how are you? I just thought I'd make a quick video, explain a video of the new.

Impact assessment web functionality. Those of you who are sort of knee deep in certification or recertification will have noticed this change. Some of you, this might be a bit of a surprise next time you log in because it's quite different. So when you log in now to your homepage, this is what you will see. Let me see if I can zoom whether I need to zoom out on that. No, no, we'll leave it at 100. So this is. Yeah, this is the page you will now be coming to the homepage. You will notice that the.

Menu on the left hand side has changed quite a bit and I'll so talk a bit about that in a second. You'll notice that you've got a bunch of stuff here on the homepage that you can get to.

Interested in becoming a certified B corp? If you're already in the system, I generally wouldn't bother clicking around on that. So to get into your impact assessment, you just click on continue the impact assessment. These are next steps that I need to do because this is a demo company and I've never fully answered all the questions or set it up fully properly. So don't stress about that. And reports are over here and the new get ready for the new standards here. So I'll go into all of these in a bit more detail in a second. One thing to take, big thing to take note of. So notifications over here. So if you have things to do on your assessment, the notifications is there. But one of the key things that used to be over here that's no longer over here is adding team members. So for you now to add anyone to your team, you need to click on your profile. It's like just random. Why they put it over there and didn't put over there, who knows. So click on, on your little icon, avatar thingy, whatever it's called over here, Manage account. So in here you can update your personal information.

Security, you can update your password, possibly time for change. Timothy, you can update your company information and most importantly, if you need to add or remove any team members, you can do that through here. It's going to take a couple of seconds for that to pop up because measuring your impact takes time, as we all are well aware of. Please hold callers. Hopefully not much longer.

Play some hold music in the background.

There we go. So yeah, if you wanted to remove someone, like there's only me, but if there were more than one person There, there would also be another option to say remove user. If you want to add somebody, send invite counter. Intuitively you think it would be add, then send invite. But hey, what do I know? Name, email address. Bingo, away you go. So yeah, so that's just one big thing to note that has moved from the original menu over on the left hand side to over there. All right. If you are not sure of where to get back to or like where, where you're at, there is this kind of useful thing here. So if in doubt, if you want to get back to home, just click on the home button and it will hopefully take you back to the home. Conveniently it has done that again. I'm gonna have to block out those names there because I have got a lot of clients obviously. Um, so please ignore that. Obviously if you've just got the one company you won't go back to a page like that. All right, so yeah, next steps. That's pretty self explanatory. Like I say this is all stuff for me because it's, it's a demo company. Yeah, ignore this one. So if you just want to get into your impact assessment, just click on that continue and it opens up the measure tab and it will take you to the impact assessment. So that's pretty self explanatory. Obviously this just takes forever and ever. To be fair. The Internet has been really, really shockingly slow this week. First world problems. But hey, there we go. So that's how you get into your assessment if you need to update your track and obviously you can just access all the questions as usual. So yeah, if you want to, if you want to update your track, it does look slightly different. So they're kind of like really transitioning to this new look.

If you do want to update the track of your company, it kind of is, it's, it's going to ask you a few more questions.

Than it's kind of asks you questions rather than just letting you select stuff which is A, this is like a big improvement because it does help you guide you through this process a little bit easier. I won't do that. Yes, cancel.

There we go. Cool. So yeah, so measure is where all your impact assets assessments are going to sit. Your. Yes. B impact assessment assessment history. So if you are a more than one time certified B Corp, obviously there won't be anything on this one because it's a demo account. But if you were looking to get hold of previous assessments. So yeah, these are all just like histories of the account that's on here. None of these are actually certified. But um, if you want to go back you can actually go back and find previous. If you're like I say if you're a multiple certified B corp you can go back and find your previous versions which is really. It's a useful tool if you want to go back and go. Hang on a minute. How did we answer that question six years ago?

Cool. Right under certified. Let's see if I can go back to the home page without it. Yep. Cool. I don't know why it didn't just go back to that page last time. Cool.

Reports.

Yeah this is where things like the bookmark report which if you have been working with me I'm a big proponent of the. Of the bookmark report so that all those reports now sit under this reports tab rather than again on that kind of left hand side.

Assessment checks again. I don't think there's going to be much in here because it is a demo account.

It really does take time doesn't it?

I will possibly edit these bits out. There we go. Yeah. So nothing doing there.

Be impact assessment performance.

Cool. So this is like the snapshot which you. Which was available on the. On the previous assessment. So it's kind of like a bit of a snapshot overview of. Of how your how you've performed as a company. Bookmark report. I won't open that because most of you should know what the bookmark report looks like. Impact business models. So they're kind of like. Yeah. Separating the IBMs. So spoiler alert for the next video. Impact business models under the new assessment are not going to be there to begin with which is an interesting move. They are going to go through another consultation process around the. Yeah. Around the impact business models. So yeah as it currently stands you can. You can access information about your impact business models under the reports Improvement is just like the impact improvement unanswered questions is will literally just be what questions you haven't answered and the verification report will be for those of you in the. In the process of going through verification if you need to find your.

Yeah. The questions that you're going to be verified on for your assessment that's where you're going to be. So hopefully that all makes a bit of sense. So yeah it's. It's. I don't know why they can't put reports there as well. Yeah I don't know. So yeah hopefully that all makes sense. So let's have a quick look. Yeah. So measure kind of just takes you back to the B Impact assessment assessment History, we've done that. Certify. Let's click on overview. So yeah, it just gives you an overview of like what the process looks like at a high level.

You can learn more about the requirements.

But like I said, if you're, if you're already a B Corp or on the journey to B Corp, I wouldn't stress too much about these.

Man, it does just take forever. Forever and ever.

Cool. So requirements again this has come over from the, from the old assessment. Nothing really different or yeah groundbreaking in this one. So yeah, this is just all part of the process that you need to go through for your certification. So making sure you've done the disclosure questionnaires.

For people recertifying you will have required questions that you have to answer to sort of kick off the submission process for your research. Um, so if you need to find them, that's where I, I was working with a client out of Auckland on Wednesday and we like, I found this on the day with them and then I couldn't find it afterwards to show them the link anyway. So if you're recertifying required questions, it's normally a bunch of hygiene questions where they just want to check in on the number of employees, you know, and, and if you've still got your impact business models, if you had one company details.

Telling you about what you need to do to meet the B Corp requirement, what the verification process looks like and info on the fees and what your public looks like. So that's all pretty self explanatory. And reviews. Yeah, so review summaries if you'd had previous.

Certifications, hopefully all making sense. This is something that some of you, as I said I'm do a separate video on the new standards. There is this little box here. Get ready for the new standards. Prepare to make a bigger impact through our new assessment tool. So I clicked on this prior to making this video and I had to just click through a couple of extra buttons. But basically it, you can now view what the new standards are going to look like. So they boiled it down to seven in the end. I think initially it was at, it was at 10 to begin with, then 9, then 8 and then they've landed on 7.

So yeah, this is what the new dashboard looks like. So I haven't, yeah sort of actually played around with it. So it's kind of quite different. There's some, there are some different features.

That will be coming for the new assessment. So.

Where are you on the process? So are you, are you kind of in process of making it happen? Have you done it and you think you've got evidence? Would you believe it's not feasible? Resources and guides.

There we go. So it feels like the Learn more function is way better than it was historically.

And get across to get rid of that. Yeah so.

Question.

You can add. So it's kind of like got a bit more of a project management tool. You can assign.

The project to someone in your team and you upload the evidence here and you can type your comments. So it's similar but slightly different in terms of like the process.

So yeah basically depending on your. Yeah the size of company. So new video to come on on I'll go more in depth into all of these and the new requirements but basically.

You need. You will now need to be meeting a minimum basic level across all seven areas rather than under the previous or the current assessment where you yeah just need to meet the score of 80 out of 200. So hopefully that all makes sense. I am now off to go and have a play with this new self assessment dashboard because I'm going to be really interested to see where I sit as a B corp, whether I can even meet those standards. No pressure Timothy, but yeah, hopefully that makes a bit of sense as to how to operate yourself. Get yourself around this updated assessment. Any questions, just drop us a note. I am here to help you. In the meantime catch you later.