Skip to content
ImpactMatrix Platform ImpactMatrix Platform Documentation

Release Notes & Roadmap

Release Notes & Roadmap

Current Version: 3.1.0

Release Date: Q1 2026 Status: Stable Production

3.1.0 — Hybrid Delphi, Admin Tiers & Excel Import

Release Date: Q1 2026

Major Features

Hybrid Delphi Process (ESGETC Standard Framework)

  • New standard framework option: 31-factor pre-validated ESGETC coverage for Delphi studies
  • Coordinators can start from the standard framework and customize — dramatically reducing setup time
  • Enables cross-study comparisons using the common 6-dimensional structure
  • Custom question design remains available for advanced use cases
  • Consensus threshold improvements: configurable 70% default with statistical convergence tracking

Super Admin Role & Platform Governance

  • New Super Admin role distinct from organization Admin
  • Super Admins manage consortium creation, entity review, and platform-wide oversight
  • Organization Admins retain full control of their own organization’s data, assessments, and plans
  • Clear separation of platform governance from organizational management

Excel Template Data Import System

  • Structured Excel template workflow for distributed community data collection
  • 6-step workflow: Export template → Distribute → Collect → Supervisor review → Admin review → Promote to production
  • Built-in Excel-level validation (required fields, dropdowns, format checks)
  • Staging area with data quality scores (0–100%) per imported row
  • Bulk approval for high-quality batches; individual review for flagged rows

Freemium Subscription Tiers

  • Four tiers: Community (free), Basic, Enterprise, Custom
  • Score-based tier calculation with 6-month grace period for score drops
  • Size-based permanent graduation to Custom tier (by employee count or revenue)
  • Complete audit trail for all tier changes
  • Baseline assessment requirement tracking per tier

Improvements

  • Delphi problem statement quality guidance (AI-assisted wording suggestions)
  • Admin console: new Data Management hub combining import, export, and staging tools
  • Consortium search now available to super admins and consortium admins separately
  • API documentation now public at /api-docs

Bug Fixes

  • Fixed duplicate detection in Excel import for entities with similar names
  • Corrected Delphi convergence calculation for studies with <10 participants
  • Resolved timezone handling in consortium invitation scheduling

3.0.0 — AI Learning Engines & Open Standards

Release Date: Q3 2025

Major Features

Five Adaptive Learning Engines

  • Scoring Weight Learner: Bayesian optimization of entity scoring weights by sector/region context
  • Adaptive Stakeholder Predictor: Online learning model for invitation acceptance rate prediction
  • Adaptive Threshold Controller: Feedback-driven alert threshold calibration
  • SDG Impact Learner: Empirical A/B validation of OWU intervention effectiveness
  • Narrative Multi-Armed Bandit: Thompson Sampling for culturally adaptive communication

Open Standards API

  • GeoJSON (application/geo+json) for GIS tools (QGIS, ArcGIS, Mapbox)
  • JSON-LD (application/ld+json) for semantic web and knowledge graphs
  • SDMX-JSON (application/sdmx+json) for statistical analysis (R, Python, Eurostat)
  • CSV via Accept header or ?format=csv query parameter
  • Linked data endpoint at data.impactmatrix.io

ERP Integration Framework

  • Structured integration guides for SAP, Oracle, NetSuite, QuickBooks, Xero
  • Five integration methods: API, File Import, Database Direct, Email Attachment, Manual CSV
  • ESGETC dimension mapping from ERP data categories
  • Known coverage gaps documented per ERP type (Technological and Connectedness require supplementary data)

Improvements

  • All API endpoints now support format negotiation
  • Bulk data export supports all five formats
  • Learning engine contribution opt-out available at Settings → Privacy

2.7.0 — Sustainability Journey & Voluntary Local Reviews

Release Date: Q2 2025

Major Features

Sustainability Journey (PAR/AL Six-Phase Methodology)

  • Guided six-phase transformation process: Pre-Vision → Strategic Vision → Plan → Do → Check → Act
  • PAR/AL Spiral sessions with facilitation guides embedded in the platform
  • Five spiral types: Reflection, Co-Creation, Problem-Solving, Capability-Build, Stakeholder-Engagement
  • Deep ESGETC integration: phase completions flow directly into assessment and analytics
  • Journey dashboard with phase timeline, completion tracking, and dimension progress
  • Journey analytics and progress reports for external disclosure

Voluntary Local Reviews (VLR)

  • Full VLR workflow aligned with UN VLR Guidelines 2.0
  • Auto-aggregation of consortium member data into city-level SDG metrics
  • Baseline → Current → Target indicator management for all 17 SDGs
  • LNOB (Leave No One Behind) disaggregation tracking
  • Multi-stakeholder engagement documentation
  • HTML and PDF report generation
  • Multi-year comparison and trend tracking
  • Regional VLR aggregation across multiple cities

Improvements

  • SDG alignment scoring now available at consortium level
  • City-level geographic tagging on all entity data
  • Journey reports exportable to PDF for funder reporting

2.6.0 — ESGETC Investment Screening & Triple Materiality Enhancements

Release Date: Q1 2025

Major Features

ESGETC Investment Screening

  • Six-dimensional investment scoring: Environmental, Social, Governance, Economic, Technological, Connectedness
  • Customizable fund profiles with dimensional weighting (weights sum to 100)
  • Investment tier classification: Excellence (80+), Strong (65–79), Developing (50–64), Watch (<50)
  • Balance Score: penalizes extreme dimensional imbalances for a more holistic screening
  • SDG Alignment Score for each screened company
  • Peer percentile ranking within sector and geography
  • Batch screening via CSV upload
  • Export: HTML interactive report, PDF, CSV for portfolio systems
  • Portfolio composition analysis and compliance tracking

Triple Materiality — Phase 2 Completion

  • Forms updated to capture systemic materiality inputs on all new topics
  • Systemic Intensity dimension fully integrated into the assessment engine
  • 8-Octant Decision Framework live in all materiality dashboards
  • Interactive 3D matrix visualization (rotate, zoom, filter by octant)
  • Octant-based strategic recommendations generated automatically

Improvements

  • Materiality dashboard +35% faster rendering for large topic sets
  • Confidence intervals added to all systemic materiality scores
  • Peer comparison: where do similar organizations concentrate their material topics?

Previous Versions (Archive)

2.5.0 — Intelligent Recommendations & Ecosystem Integration

Major Features

AI-Powered Action Recommendations

  • Machine learning models analyze your assessment gaps
  • Compares against successful peer interventions
  • Suggests top 3 actions tailored to your organization type
  • Estimates impact with confidence intervals
  • Prioritized by effort/benefit ratio

Ecosystem Integration Hub

  • One-click connection to 25+ external systems (SAP, Salesforce, Workday, QuickBooks, etc.)
  • Pre-built integration templates with 50+ common ESG/sustainability tools
  • Real-time data sync (bidirectional)
  • Data mapping wizards (automatic field matching)
  • Error recovery and retry logic

Multi-Tenancy & Enterprise Features

  • Enterprise account structure (parent org + multiple child orgs)
  • Consolidated reporting across organizational units
  • Role-based access with field-level encryption
  • SSO/SAML integration for large enterprises
  • Audit trail for all cross-org activities

Stakeholder Engagement Enhancements

  • Native survey builder (no external tool needed)
  • Delphi consensus rounds for group decision-making
  • Anonymous feedback collection
  • Response rate tracking and reminders
  • Statistical analysis and insight extraction

Improvements

  • Dashboard performance +40% faster (optimized queries)
  • Mobile app compatibility (iOS 14+, Android 10+)
  • Accessibility improvements (WCAG 2.1 AA certified)
  • Reduced data import time from 5 minutes to 30 seconds
  • Enhanced export formats (interactive PowerPoint, multi-sheet Excel)

Bug Fixes

  • Fixed API rate limiting edge case
  • Corrected materiality octant calculation for edge cases
  • Resolved timezone issues in scheduled reports
  • Fixed PDF rendering for multi-page reports

Previous Versions

2.4.0 - Supply Chain Traceability & Benchmarking

Release Date: Q3 2024

Key Features:

  • Supply chain mapping and impact tracing
  • Automated benchmarking against peer groups
  • Industry-specific comparison data
  • Anomaly detection for unusual values
  • Predictive analytics on trends

Deprecated: Legacy dashboard removed

2.3.0 - Triple Materiality & Financial Integration

Release Date: Q2 2024

Key Features:

  • 3D Materiality assessment (Financial × Impact × Systemic)
  • Octant visualization with decision support
  • Financial impact quantification
  • Risk/opportunity matrix
  • Stress testing capabilities

2.2.0 - ESGETC Core Framework

Release Date: Q1 2024

Key Features:

  • Six-dimensional ESGETC assessment
  • Automated scoring based on data
  • Peer benchmarking
  • Historical trend tracking
  • Custom indicator creation

2.1.0 - Data Integration & APIs

Release Date: Q4 2023

Key Features:

  • REST API for external integrations
  • IoT data ingestion (1000s sensors, 1M+ events weekly)
  • Webhook support for real-time updates
  • Data validation and quality checking
  • Automated data transformation

2.0.0 - Platform Architecture Redesign

Release Date: Q3 2023

Key Features:

  • Microservices architecture
  • Improved scalability (1000x capacity increase)
  • Enhanced security (SOC 2 Type II)
  • Real-time analytics
  • Multi-language support (12 languages)

1.5.0 - User Experience Overhaul

Release Date: Q2 2023

Key Features:

  • New responsive UI
  • Simplified onboarding
  • Interactive tutorials
  • Mobile app launch
  • Dark mode

1.0.0 - Platform Launch

Release Date: Q1 2023

Initial Features:

  • Core assessment engine
  • Basic dashboard
  • User management
  • Data export
  • Email notifications

Upcoming Roadmap

Q2 2026 — Regional VLR Aggregation & Multi-City Dashboard

In Development:

  • Regional government dashboard aggregating VLRs from multiple cities
  • Cross-city SDG comparison and benchmarking
  • Automated annual VLR progress alerts to city sustainability officers
  • VLR data submission to UN SDG national focal points (piloting with partner countries)

Target Availability: June 2026

Q3 2026 — AI-Assisted Journey Coaching & Scenario Planning

Planned Features:

  • AI coaching prompts within each Journey phase
  • Scenario modeling (what-if analysis on ESGETC scores)
  • Automated action plan generation from ESGETC gap analysis
  • Kaplan-Norton BSC framework alignment tool
  • Spiral facilitation AI assistant (real-time meeting support)

Q4 2026 — Geographic Intelligence & Localization Expansion

Planned Features:

  • Local SDG targets by city (linked to official national SDG reporting)
  • Regional regulatory compliance mapping
  • Localized benchmarking data for 20+ new countries
  • Language expansion (10 additional languages)
  • Geographic heat maps for community data

Geographic Priority: India, Brazil, Indonesia, Kenya, Vietnam

2027 — Supply Chain Traceability & Verification

Planned Features:

  • Tier-2 and Tier-3 supplier sustainability screening
  • Supply chain ESGETC impact tracing
  • IoT embedded data collection from supply chain partners
  • Cryptographic verification of supplier claims
  • Integration with commodity tracking systems

Known Issues & Limitations

Current Limitations

Data Processing

  • Max upload file size: 500 MB
  • Max rows per import: 1 million
  • Processing time scales linearly with data volume
  • Real-time data sync has 5-minute latency

Geographic Coverage

  • Benchmarking data available for 80+ countries
  • SDG targets localized for 30 countries (expanding quarterly)
  • Regional partner data limited outside major markets

Integrations

  • Pre-built connectors for 25+ systems (custom via API)
  • Real-time sync available only for cloud systems
  • Legacy system integration requires custom development

Mobile App

  • iOS version lags web by 1 release cycle
  • Android supports API 26+ (Android 8+)
  • Offline mode supports read-only access

Known Bugs Fixed in Patch Release

2.5.1 (Patch, Current):

  • ✅ Fixed dashboard widget height on mobile landscape
  • ✅ Corrected SDG mapping for Energy dimension
  • ✅ Resolved export performance issue with 100K+ records

Workarounds for Known Issues

Issue: API rate limiting returns 429 after 1000 requests/hour Workaround: Space requests evenly across hour or contact support for higher limit

Issue: Multi-language documents may show formatting inconsistencies Workaround: Use single-language reports for formal documents

Breaking Changes & Deprecations

Version 3.0 Migration Plan (Planned for 2026)

Scheduled Deprecations:

  • Legacy REST API v1 (deprecated in 2.8, removed in 3.0)
  • CSV import wizard (moving to API-first approach)
  • Old dashboard builder (replaced by new visual editor)
  • Excel file integration (moving to direct database connections)

Migration Support:

  • 12-month deprecation notice provided
  • Automated migration tools provided
  • Extended support available for enterprise customers

Performance & Reliability

System Metrics (2.5.0)

Uptime: 99.95% (SLA commitment: 99.9%)

Response Times:

  • Dashboard load: <1.5 seconds
  • Data import: 30 seconds per 100K rows
  • Report generation: <10 seconds
  • API response: <200ms median

Scalability:

  • Supports 10,000+ concurrent users
  • Processes 1M+ events per day
  • Stores 100TB+ of data
  • Auto-scaling infrastructure

Infrastructure Updates

Database: PostgreSQL 15 (upgraded Q4 2024)

  • +30% query performance improvement
  • Enhanced parallel processing
  • Better compression algorithms

Cache Layer: Redis 7 (upgraded Q4 2024)

  • Reduced data retrieval latency
  • Improved real-time dashboard updates

Search: Elasticsearch 8.11 (upgraded Q4 2024)

  • Better full-text search accuracy
  • Faster aggregation queries

Feedback & Feature Requests

How to Submit

  1. In-app: Click feedback button → describe → submit
  2. Email: product@platform.com
  3. Community: Community Forum
  4. GitHub: Public roadmap

Current Top Requests (Community Voted)

  1. ⭐⭐⭐ Advanced financial modeling (custom financial scenarios)
  2. ⭐⭐⭐ Supply chain traceability (tier-2 and tier-3 suppliers)
  3. ⭐⭐ Automated compliance reporting (auto-generate ESG disclosures)
  4. ⭐⭐ Mobile-first dashboard rebuilding
  5. ⭐ GraphQL API support

Support & Documentation

For Each Release

  • API documentation (updated with each release)
  • Migration guides (if breaking changes)
  • What’s new tutorial (3-minute video)
  • FAQ with common questions
  • Support article library

Help & Resources

Version Support Policy

Version Lifecycle

Release → 6 months security updates → 6 months critical fixes only → End of Life
Example: Version 2.0 released Jan 2024
         Full support until Jan 2025
         Limited support until Jan 2026
         EOL after Jan 2026

Currently Supported Versions

  • 3.1.x (Current) - Full support until Q1 2027
  • 3.0.x - Critical updates only until Q3 2026
  • 2.7.x and older - End of Life (upgrade recommended)

Upgrade Path

  • Backwards compatible auto-upgrade for patch versions (2.5.0 → 2.5.1)
  • Manual upgrade required for minor versions (2.4 → 2.5)
  • Planning required for major versions (1.x → 2.x)
  • Support available for all upgrades

Next Steps