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Get your CSR initiative off to a good start: participatory audit, prioritized action plan and selection ofoCSR tools for your company in 4 weeks.
97% of customers of Mon Entreprise Durable say they have carried out their CSR projects without slowing down their business operations.
A CSR platform serves one purpose: to turn intentions into actions, in the right order, with the right documents. SMEs account for more than 99% of for-profit businesses in Switzerland and generate two-thirds of all jobs. However, launching a CSR initiative without a dedicated department or available staff remains a challenge, whether for an SME or a local authority. This article introduces Coptain Transition, the CSR platform from Mon Entreprise Durable: what it’s for, how it works, and how it can benefit your business.
Why Choose a CSR Platform Over Simple Reporting Software
Requirements coming from your customers
On November 5, 2025, the Federal Council adopted a report on supporting SMEs in the area of sustainability. It notes that Swiss SMEs are facing increasing pressure from their export markets, stemming from both the European CSRD and the German Supply Chain Act. These regulations primarily result in requests for information and documentation from customers. The same press release notes that there are numerous support options available: business associations, cantons, private service providers, and the federal government.
So the problem isn’t a lack of help. It comes down to this: where to start, and in what order to proceed?
Reporting, diagnosis, and support: three different tools
Behind the term “CSR tool” lie three categories of tools that do not address the same question.
| Tool Type | Question it answers | Example |
|---|---|---|
| Risk Assessment | Where are the social and environmental risks in my value chain? | SECO’sCSR Risk Check —free, by product and by country |
| Rating and Reporting | What rating and report should I present to my clients? | esg2go, developed by HEG Fribourg, with a CSRD/VSME-style report |
| Guidance for Taking Action | What to do, in what order, and using which models? | Coptain Transition |
A CSR platform does not replace either of these. It comes into play earlier in the process: it helps determine what to do, and then produces the materials that will later be used in a report or memo.
How the platform works, in four steps
Coptain Transition can be used on both computers and smartphones. The demo programme consists of four steps.
- A clear starting point.The online CSR self-diagnosis is free and takes just a few minutes. It assesses your level across three areas: economy and governance, society, and the environment.
- A personalized action plan. Based on your responses, the platform creates a plan tailored to your industry and location.
- Step-by-step missions. Each mission addresses a specific topic: reducing your energy consumption, implementing sustainable procurement, implementing a policy for sustainable transportation, taking action for pay equity, or starting an inclusive business. Each mission is broken down into steps and tasks, with document templates to fill out. Questions asked along the way tailor the next steps based on your choices.
- Visible progress tracking. Your progress is displayed on a roadmap, achievements are rewarded with badges, and a resource center and help database—including lists of sustainable service providers in French-speaking Switzerland—save you the trouble of searching on your own.
An AI assistant is also currently being implemented. It is designed to assist with document drafting, formatting, and calculations.
Want to see how the platform applies to your situation? Request a demo: a Coptain expert will get back to you.
Why a CSR Platform Is Useful for Your Organization
- You’re not starting from scratch. The plan, the steps, and the templates are already in place. You save the time it would take to develop the method yourself.
- You know what to do first. The tasks follow one another in a logical order: for example, reducing energy consumption comes after signing up for renewable energy contracts.
- You produce reusable documentation. Policies, plans, and summaries can then be used when dealing with a client, a public buyer, or a certification body.
- You maintain your company’s pace. You choose the tasks that matter to you, and you can move forward in small steps.
- You are not alone. Coptain’s experts are here to support you, depending on the level of involvement you choose. More than 150 organizations have already received support from Coptain.
An example to help clarify the concept
Illustrative example: A small-to-medium-sized service company receives an ESG questionnaire from a major client. The person in charge of the case has neither a CSR department nor the time to devote to it. Without a systematic approach, she responds on a case-by-case basis, questionnaire by questionnaire. With the platform, they start with the self-assessment, complete the Sustainable procurement task, draft a policy using the provided template, and then reuse that document for the next client. The work is done once and used multiple times.
Who is the platform intended for?
CSR managers and executives—whether at small and medium-sized businesses or local authorities—don’t all start from the same place. The platform addresses four common situations:
- You’re required to take action: a client, a request for proposals, or a regulation demands it, and you need to move quickly without overcomplicating things.
- You’re just getting started: you want to launch the process but don’t know where to begin.
- You already have some initiatives in place: you’re looking to organize them and decide on the next steps.
- You’re aiming for certification: you want to prepare the required evidence and documents.
In each case, the platform builds on what you’ve already done. A task you’ve already completed can be skipped, and a step you’ve already validated can be revisited later.
How this affects your relationship with your customers and government buyers
| Need | What the platform offers | To learn more |
|---|---|---|
| Public Request for Proposals | Without certification, the sustainability score is capped at 3 out of 5 in the Guide romand (Appendix T5, May 1, 2026 version, R20 questionnaire). The projects produce policies and plans that can be used as supporting documentation. | The Top 10 CSR Actions for Bids |
| Client ESG Questionnaire | A supplier questionnaire template and pre-drafted policy summaries | VSME: The Standard That Protects Swiss SMEs |
| Certification Sought | A customized action plan and monitoring of external certifications | CSR self-diagnosis to determine your level |
FAQs About the CSR Platform
No. The platform provides step-by-step guidance and templates. Coptain experts are available to offer support.
No. The self-assessment determines your level, and the programme adapts to your starting point.
It depends on the project and your situation. During the demo, the team can estimate the workload for your specific case.
Yes. The self-assessment is free and takes just a few minutes. A demo then lets you explore the platform with a Coptain expert and see how it applies to your situation.
Coptain is ISO 27001-certified, and the platform is hosted by Infomaniak and OVH.
Schedule a demo of Coptain Transition
The easiest way to determine whether this CSR platform is right for your organization is to see how it works in your specific situation. Start withthe free CSR self-diagnosis, then request a demo by providing your contact information: a Coptain expert will reach out to you and walk you through the programme tailored to your industry and location.
To speed up the process, Coptain’s experts will work with you to conduct a CSR audit and develop a CSR action plan that compiles this data, identifies gaps, and prepares a reusable report for your clients, your bank, and your evaluations. To get a sense of where you stand, takethe online CSR self-diagnosis.
