EDI Data Audit

Your workforce data is probably wrong.

Internal HR systems can't capture intersectional identities. Employees won't disclose honestly on employer-owned platforms. The result: an EDI picture that's partial, inaccurate, and not fit for strategy. We fix that.

53.6%
of ethnic minority candidates apply for early-career roles in the energy sector — but fewer than 30% are hired. Without accurate data, that gap is invisible.
96%
average survey response rate — significantly higher than internal HR surveys achieve, because employees are disclosing to an independent party.

Trusted by

Greater London Authority Energy and Utility Skills Macmillan Cancer Support Ofgem Pertemps Chartered Society of Physiotherapy Beckfoot Trust
Why internal data fails

Three reasons your EDI data isn't telling you the truth

01

Your HR system can't capture reality

Standard HR platforms cannot record multiple disabilities, handle intersectional ethnic identities, or capture socioeconomic background. Workforce data built on these systems is structurally incomplete — not because of low effort, but because the tools don't allow it.

02

Social desirability bias

Employees who believe their responses might be seen — however remote that risk — consistently report more positively than they would anonymously. Internal surveys systematically overstate how well an organisation is performing on inclusion. Not dishonesty: psychology.

03

"Prefer not to say" is a trust signal, not indifference

When a significant proportion of staff selects "prefer not to say" on identity questions, it signals distrust — not neutrality. Underrepresented groups are disproportionately likely to withhold data on employer systems, which means the gap is worst where insight is most needed.

The process

How the audit works

A secure, independent platform. A 5–7 minute survey. A formal report with SMART recommendations. Here is what that looks like in practice.

01

Obtain EDI Data

We deploy a secure survey platform — entirely separate from your HR systems and employer-owned tools. Employees disclose to an independent third party. We capture all protected characteristics, non-protected characteristics (caregiving, education, socioeconomic background), intersectional identities, and inclusion sentiment.

02

Identify Operational Gaps

We analyse where representation gaps exist across the talent pipeline: at hiring, at progression, at leadership. We identify where the data is missing — and what that absence tells us. Anonymisation is embedded at every stage; no individual is exposed regardless of how underrepresented their group is.

03

Set Strategic Targets

Using the audit findings, we help you set data-driven, achievable targets — not aspirational statements. Targets that are specific to what your data shows, not what the sector average looks like.

04

Implement Strategic Interventions

Recommendations are SMART: Specific, Measurable, Achievable, Relevant, Time-bound. The formal report identifies the highest-leverage interventions — the ones most likely to shift the specific metrics your data reveals, not generic best practice.

05

Track Progress

The audit is designed as the start of an ongoing measurement cycle, not a one-off report. Regular audits allow you to track year-on-year improvement, evidence progress to boards and external stakeholders, and demonstrate the data-driven approach required for B-corp JEDI certification, investor reporting, and regulatory compliance.

Free resources

Start with the evidence

Four guides designed for the moment you're in right now — whether you're building the case internally, approaching B-corp revalidation, or ready to act.

Educate

Why Your EDI Data Is Probably Wrong (And What to Do About It)

Understand the specific reasons internal EDI data fails — system limitations, social desirability bias, and what "prefer not to say" actually means. Includes a practical checklist for assessing your current data quality.

Diagnose

B-Corp EDI Revalidation Readiness Check

An interactive assessment for B-corp certified companies approaching revalidation. Maps the JEDI questions you'll need to answer against the data you currently hold — and flags exactly where the gaps are.

Validate

Why Your EDI Strategy Will Fail

A direct, evidence-led guide built around one provable argument: most EDI strategies fail not because of lack of commitment, but because of lack of precision — and lack of precision starts with inaccurate data.

Decide

The Business Case for an Independent EDI Audit: A Board-Ready Guide

For the person who needs to justify the investment internally. Includes a one-page board summary template and the ROI framing — what the audit produces, what decisions it enables, and what acting on poor data costs.

The Equal Group were integral to achieving our target. Their independent approach gave us data we simply could not have obtained internally — and the recommendations were specific enough to act on immediately.
Mark Buitendach
NHS Midlands Partnership University Foundation Trust
Why it matters

The gap between intent and evidence

53.6%
of ethnic minority candidates apply for early-career roles in the energy sector — yet under 30% are hired. Data reveals where bias embeds in selection.
96%
average disclosure rate on independent platforms — higher than internal surveys because employees trust a third party with sensitive identity data.
IIP
Best DE&I Strategy UK award won by Pertemps after an independent EDI audit became the foundation of their revised people strategy.
6+
years running a sector-wide inclusion measurement programme across 50+ energy and utilities organisations, tracking year-on-year progress at scale.
Common questions

What organisations ask before they start

What is an EDI data audit?

An EDI data audit is an independent assessment of your workforce's equality, diversity and inclusion data. Rather than relying on internal HR systems — which are limited in what they can capture and often see low disclosure rates — an independent audit uses a secure external platform to collect more complete, accurate workforce data. The survey takes 5–7 minutes and captures protected characteristics, non-protected characteristics, intersectional identities, and inclusion sentiment. Results are delivered as a formal report with SMART recommendations.

Why do B-corps need an independent EDI audit?

Under the new B-corp JEDI (Justice, Equity, Diversity & Inclusion) standards, EDI has shifted from an optional scoring category to a mandatory requirement. Companies can no longer offset weak EDI performance with strong scores elsewhere. The updated standards require demonstrated data collection, structured action plans, and evidence of year-on-year improvement. An independent audit provides the credible, verifiable workforce data required to satisfy those requirements — internal surveys typically can't provide the level of detail or rigour the assessment now demands.

How is anonymity protected?

Robust anonymisation is embedded at every stage of the process. No individual can be identified regardless of how underrepresented their group is. Where a group is too small to protect anonymity, data is merged with adjacent groups or withheld from results entirely. Individual-level data is never shared with the organisation — only aggregated, anonymised outputs.

How long does an audit take?

The staff survey takes 5–7 minutes to complete. The full audit process — from setup and communications through to delivery of the formal report and recommendations — typically runs over 4–8 weeks depending on organisation size and complexity. We work with your communications team throughout to ensure staff understand the purpose, the independence of the platform, and the anonymisation measures in place.

What sectors do you work with?

We work across private, public and third sectors. Clients include NHS Trusts, B-corp certified companies, energy and utilities organisations, professional services firms, charities, and multi-academy trusts. The audit methodology is consistent across sectors — the intersectional analysis and recommendations are always tailored to the specific organisation and its context.

What does the audit cost?

Pricing depends on the size of the organisation, the scope of the survey, and whether the engagement includes ongoing support after the report is delivered. We scope each engagement individually — contact us to discuss what an audit would look like for your organisation and what the investment would be.

Ready to start?

Book a no-obligation scoping call

30 minutes. No pitch, no pressure — just a conversation about what an independent EDI audit could look like for your organisation and whether it's the right fit right now.