Future-Proof ESG Reporting: How Avadis Scales Transparency and Efficiency with Ergon’s Data Infrastructure
15.04.2025
Avadis Vorsorge AG is a leading provider of comprehensive asset and pension services for pension funds, institutional investors and private investors. Its goal is to enable its customers to make sustainable and transparent investments. To meet the growing demands of ESG reporting, Avadis Vorsorge AG needed a flexible and maintainable data infrastructure. Ergon analysed and redesigned the reporting landscape to enable Avadis to create and expand its reports more efficiently.
ESG reporting is particularly demanding because data from many different sources has to be merged. Heterogeneous raw data, in particular numerous Excel files, as well as complex calculations, make efficient processing difficult. In addition, many of the processes that provided the data were manual. To scale in the long term and meet increasing demands, Avadis needed a flexible and future-proof solution.
As a first step, Ergon conducted a business analysis to understand the technical and organisational starting point of Avadis. This included examining the IT architecture and data sources and identifying possible modernisation approaches. Ergon then designed and implemented a scalable data infrastructure using MS SQL Server, Power BI, Airflow and dbt. Thanks to clear data governance and documentation, data flows and transformations are now transparent and traceable. The result is a future-proof solution that largely automates ESG reporting and creates space for new data uses.
"Our collaboration with Ergon has impressively demonstrated the potential of a modern data infrastructure. Thanks to Ergon, we have been able to further professionalise our reporting, noticeably increase our flexibility and are now well prepared for future requirements."
Avadis can now produce ESG reports faster and more reliably. The new solution is flexible enough to integrate additional data sources and new reports. At the same time, the team benefits from a scalable infrastructure that can be continuously adapt to new requirements.
Ergon has used comprehensive business analysis, advanced data engineering and proven DataOps methodologies to create a solution that optimally integrates technology, process and governance.