Baseline and impact assessment frameworks, vulnerability analysis, ESG rating, outcome management, client protection, and impact due diligence: These are essential processes throughout the impact investing pipeline, each requiring robust strategies for managing impact data.

How can data be efficiently collected from investees? What tools are available to automate monitoring and reporting? Can we ensure long-term data robustness, even as indicators and criteria evolve over time? This session will give the audience different perspectives on data management - collection, visualization, analysis, and reporting - and on how data is used at different stages of the investment process. We will discuss practical examples, challenges, and the potential of digital tools to enhance data quality and long-term usability.

MicroSave Consulting will share findings from their recent work with the e-MFP WASH AG on WASH indicators for investors, and on the related impact data management practices. British International Investment will add to this perspective by discussing the impact monitoring framework of a DFI. Entrepreneurs du Monde will present systems for ensuring regular collection and monitoring of client-level data across diverse local contexts. Fortune Credit will present applications of digital technologies for gathering detailed client data and their implications for product development. HEDERA Sustainable Solutions will share lessons learned and digital tools developed in collaboration with investors, networks, microfinance institutions, and asset managers.

This panel is designed for microfinance professionals engaged in KPI and outcome management, struggling with time-intensive, Excel-based reporting, interested in the latest data management trends, and eager to share and learn best practices with peers in the microfinance sector.