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OUR PROCESS · TWO METHODOLOGIES · ONE OPERATING STANDARD · AUDIT-GRADE
USG-origin · ISO 17100 · 8-stage ESG · GDPR · PDPA · NDA from first email
Othello / Company / Our Process
★ TWO METHODOLOGIES · ONE OPERATING STANDARD · USG-ORIGIN DISCIPLINE

Two methodologies. One operating standard. Audit-grade.

Our Process is the operating methodology that turns a credentialed bench into deliverables clients can stake their disclosure, their bond programme, their regulatory filing, their rating-agency submission, or their corporate reputation on. The methodology runs two distinct workflows under one operating standard. The Translation methodology rests on ISO 17100:2015 TEP workflow · CAT + Translation Memory architecture compounding savings across multi-year programmes · multi-layered QA · NDA-from-first-email confidentiality. The ESG Advisory methodology rests on an 8-stage engagement workflow (materiality → baseline → framework mapping → gap analysis → roadmap → implementation → disclosure/assurance → monitoring) · rating-agency engagement cycle across FTSE Russell · MSCI · CDP · DJSI · SET ESG · CGR · and the same audit-grade evidence trail. The methodology was set against US government translation procurement requirements at the firm’s founding in 2020, and still governs every engagement today. กระบวนการทำงาน · ตรวจสอบได้

Translation
17100
ISO TEP · CAT · TM · QA
ESG Advisory
8-stage
Materiality → monitoring
Rating Cycle
4.0/5
FTSE · SET healthcare 2025
Confidentiality
1
NDA · day 1 · GDPR + PDPA
★ THE TWO-METHODOLOGY ARCHITECTURE
One operating standard. Two workflows. Six shared pillars.
  • TRANS · 01ISO 17100:2015 TEP Workflow
  • TRANS · 02CAT + TM · 6-year termbase
  • ESG · 058-Stage Engagement · materiality lens
  • ESG · 06Rating Cycle · FTSE · MSCI · CDP
  • BOTH · 03Quality Assurance · KPI tracking
  • BOTH · 04NDA · GDPR + PDPA · in-house
USG-origin standard · CDC + State Department founding work · 2020 · still governs every engagement today.
★ The Two-Methodology Architecture · Diagram 01

Two methodologies. Six shared pillars. One operating standard.

A complete map of the operating architecture. The Translation methodology and the ESG Advisory methodology run as parallel workflows on top of a shared foundation: NDA-from-first-email, GDPR + PDPA compliant infrastructure, 100% in-house bench, bilingual EN/TH lockstep with German channel, audit-grade evidence trail, and the founding USG-origin operating standard. The architecture is identical regardless of whether the engagement is a 56-1 One Report, a green bond framework, an IFRS S2 disclosure, or a Big Law cross-border filing.

★ USG-ORIGIN OPERATING STANDARD · 2020 FOUNDING Federal Acquisition Regulation grade · contractor verification · documentation handling · audit trail TRANSLATION METHODOLOGY ISO 17100:2015 anchored PILLAR 01 TEP Workflow Translation · Editing · Proofreading Three stages · separated linguists ISO 17100:2015 Section 5.3 PILLAR 02 CAT + TM Trados · memoQ · termbase 6-year compounding asset 15–60% TM leverage Year 2+ EXCLUSIVE TO TRANSLATION Bilingual EN/TH Lockstep · German channel Parallel drafting · not translate-then-publish SET-listed 56-1 · sustainability · regulatory filings ESG ADVISORY METHODOLOGY Methodology-credentialed bench PILLAR 05 8-Stage Engagement Materiality → monitoring Multi-year · multi-stage · cross-functional Specialist joins per stage PILLAR 06 Rating Cycle FTSE · MSCI · CDP · DJSI · SET 12-month calendar · 6 agencies FTSE 4.0/5.0 verifiable proof EXCLUSIVE TO ESG ADVISORY AA1000AS v3 Assurance · Materiality lens Single materiality · IFRS S2 · Double materiality · CSRD Inclusivity · Materiality · Responsiveness · Impact ★ PARALLEL WORKFLOWS ★ FOUR SHARED PILLARS · APPLY ACROSS BOTH METHODOLOGIES PILLAR 03 Quality Assurance CAT QA · error taxonomy · KPI tracking PILLAR 04 NDA · Confidentiality Day 1 · GDPR + PDPA · zero outsourcing SHARED In-House Bench 100% full-time · methodology credentialed SHARED Bilingual Discipline EN/TH lockstep · German channel
Pillar 01 · The TEP Workflow · click any stage

Translation. Editing. Proofreading. Three stages. Three separated specialists. Audit-grade evidence trail.

The substantive translation methodology required by ISO 17100:2015 — the international standard for translation services — runs on a strict three-stage workflow: Translation by a competent linguist matched to the source domain; Editing by a separate competent linguist comparing source to target for accuracy, completeness, and consistency; Proofreading by a third specialist reviewing against publication standards. The separation is structural — the editor is never the translator.

STAGE 01 · T
T

Translation

A competent linguist matched to the source domain produces the target text. Domain-matched specialisation: legal, financial, technical, ESG / sustainability, regulatory, or government — never a generalist. Terminology pulled from the live termbase. Translation memory leverage applied across previously translated content. Source-to-target accuracy is the primary KPI.

ACTOR: Translator · domain-matched · ISO 17100-aligned
STAGE 02 · E
E

Editing

A separate competent linguist performs bilingual revision — comparing source to target line-by-line for accuracy, completeness, terminology consistency, and register. The editor is never the translator. Substantive corrections logged with rationale. Terminology decisions flowed back into the termbase. For ESG advisory deliverables, methodology specialists join at this stage to validate substantive accuracy.

ACTOR: Editor · separated from translator · ISO 17100-required
STAGE 03 · P
P

Proofreading

A third specialist reviews the target text against publication standards — typography, layout, numbering, table integrity, regulatory mark-up, citation formatting, and final readability. On regulatory-grade or assurance-grade deliverables, the proofreader is never the editor. For bilingual EN/TH deliverables, both language versions are proofread in parallel to confirm lockstep.

ACTOR: Proofreader · publication-standard discipline
★ THE STRUCTURAL SEPARATION · ISO 17100:2015 SECTION 5.3

Why the three-stage separation matters: different eyes catch different errors.

The TEP separation rests on a structural insight: a translator and an editor produce qualitatively different error profiles. A translator working under deadline against a complex source will sometimes carry forward a misreading or a terminology inconsistency that they themselves cannot see at the moment of drafting. A separated editor reviewing the same text against the source — with fresh eyes and editorial distance — catches those errors at much higher rates than self-review. The proofreader catches a different error class again: typographic, numerical, formatting, regulatory-citation. This is why ISO 17100 requires the separation, why every Big Law and US government translation procurement specification requires it, and why Othello does not deviate from it regardless of timeline pressure or scope size.

The methodology applies uniformly across the four practice columns. Technical Translation deliverables run TEP with domain-matched specialists. ESG Advisory deliverables run TEP with the methodology-credentialed bench joining at the editing stage. Big Law cross-border work runs TEP with mutual NDA in place from first email. Interpretation work uses an analogous preparation–delivery–debrief discipline anchored to the same standard.

RULE 01
Translator ≠ Editor. No self-review on production deliverables. Required by ISO 17100:2015 Section 5.3.1.
RULE 02
Editor ≠ Proofreader on regulatory-grade work. Three-person separation for SET-listed 56-1, regulatory filings, and assurance deliverables.
RULE 03
Domain matching at translation stage. Legal · financial · technical · ESG · regulatory · government — never a generalist on production work.
RULE 04
Methodology specialist joins editing stage on ESG advisory. The credentialed bench validates substantive terminology accuracy, not just linguistic accuracy.
RULE 05
Bilingual lockstep proofread. Both language versions proofread in parallel for EN/TH deliverables — required for SET-listed regulatory filings.
RULE 06
Audit-grade evidence trail. Every stage timestamped, named linguist logged, remediation rationale recorded. Available to client on request.
Pillar 02 · CAT & Translation Memory Architecture

The compounding factor. Six-year termbase. CAT-driven consistency. TM-leverage savings on every repeat engagement.

Behind the TEP workflow sits the technology architecture that makes the methodology operationally scalable: Computer-Assisted Translation (CAT) tooling integrated with a six-year Translation Memory and termbase asset. Three structural advantages: terminology consistency at scale · substantive savings on repeat or annual programmes via TM-leverage discount · audit-grade traceability through CAT segment-level logging.

★ THE CAT TOOL STACK

Industry-standard CAT tooling. Hemrudee · Chantuk · editorial bench.

The firm’s editorial bench runs on the industry-standard CAT (Computer-Assisted Translation) stack. CAT tooling is not machine translation — it is segment-level human translation working against a TM lookup, terminology database, quality-check filters, and audit logging. Every segment is logged, every reuse traceable, every terminology decision propagated.

  • SDL Trados StudioPrimary CAT environment · TM + termbase + QA filters
  • memoQSecondary CAT environment · cross-vendor compatibility · TM portability
  • Subtitle EditSpecialist tooling for audiovisual + subtitling work · timecode-aligned
  • MTPE workflowMachine Translation Post-Editing · AI-augmented · always human-anchored
  • Multimodal promptsAI-augmented quality evaluation against structured rubrics

The AI tooling layer — ChatGPT, Claude, Gemini, Copilot — is applied operationally inside CAT environments for translation memory work, glossary management, and prompt engineering for multimodal ESG content. AI tooling supports the human editorial bench; it does not replace it. Source material is never shared with consumer LLM endpoints that retain data.

★ THE TRANSLATION MEMORY ARCHITECTURE

Six years of bilingual disclosure work. Compounding into one asset.

The Translation Memory (TM) is the firm’s operationally significant compounding asset. Each ISO 17100 TEP cycle commits the approved bilingual segment back to the TM with metadata — domain, client (anonymised at TM level), source, validation date. Six years of work across 50+ ESG reports, 100+ annual reports, sustainability reports, 56-1 One Reports, regulatory filings, and Big Law cross-border deliverables has produced a TM asset that delivers fluency in the substantive terminology Thai listed companies use to disclose to the world.

The TM is augmented by a domain-segmented termbase: SET-listed sustainability conventions · IFRS S2 climate disclosure terminology · GRI Universal + Topic Standards · ICMA Green Bond Principles + SLB framework · Thailand Taxonomy and SEC Thailand 56-1 regulatory vocabulary · AA1000AS assurance language · Big Law cross-border legal terminology — all in bilingual EN/TH lockstep with German channel coverage where required.

StorageOthello-controlled infrastructure · GDPR + PDPA compliant · no LLM-retention pipelines
LanguagesEN ↔ TH primary · DE ↔ TH channel · ASEAN regional via NDA-bound partners
DomainsSET-listed · IFRS S2 · GRI · ICMA GBP/SLB · Thailand Tax · AA1000AS · Big Law
GovernanceHead of Editorial & Disclosure-managed · TEP-validated · audit-grade lineage
★ TM Leverage Discount · Match-Tier Pricing

For repeat clients and multi-year programmes — annual sustainability reports, recurring 56-1 One Reports, ongoing regulatory filings, annual ICMA framework refresh, and multi-year ESG advisory retainers — the TM produces materially better economics in Year 2 and beyond. New work is segmented against the TM at industry-standard match tiers, and pricing is graduated accordingly.

TIER · MATCH TYPE
CAT MATCH RANGE
PRICING TREATMENT
Repetition Internal segment repeat
Identical · in-document
15% of base rate
Context Match 100% match + surrounding match
101% · context-locked
15% of base rate
Exact Match 100% TM hit · no context
100% match
25% of base rate
High Fuzzy Substantial TM reuse
95–99% fuzzy
40% of base rate
Medium Fuzzy Partial TM reuse
75–94% fuzzy
60% of base rate
Low Fuzzy / New Minimal or no TM hit
0–74% fuzzy / new
100% base rate
★ REAL-WORLD EFFECT A SET-listed sustainability report in Year 2 with substantive structural continuity to Year 1 typically realises 40–60% net cost reduction via TM leverage compared to the equivalent first-year delivery — even with new substantive content layered in. The compounding is structurally why multi-year programmes deliver materially better economics than rotating vendors annually. Detailed pricing methodology runs on How We Quote.
Pillar 05 · The ESG Advisory Engagement Methodology · click each stage

Eight stages. From materiality to ongoing monitoring. The methodology-credentialed bench joined per stage.

ESG Advisory engagements run a fundamentally different workflow from translation deliverables — substantive ESG advisory is multi-year, multi-stage, methodology-anchored, and stakeholder-engaged. The eight-stage engagement methodology is the operating standard across every ESG Advisory engagement. Click each stage below to see the detail and the methodology specialist who anchors it.

STAGE 01 · ENTRY · MATERIALITY ASSESSMENT

Materiality Assessment

The substantive entry stage. Identify business units, geographies, and value chain stages in scope. Map internal and external stakeholders — investors, employees, suppliers, regulators, communities, NGOs. Single or double materiality per CSRD / ESRS regulatory lens decided here. Stakeholder surveys, structured interviews, and workshops feed into the materiality matrix.

The lens decision at this stage shapes everything downstream — scope, stakeholder engagement architecture, framework mapping, disclosure structure. Multi-jurisdiction Thai-listed corporates are guided through the practical implications of each regime before the engagement letter locks the scope.

SPECIALIST: Climate & Sustainable Finance Lead + Frameworks Specialist
★ Outputs
  • Materiality matrix · double or single lens
  • Stakeholder map · internal + external
  • Scope definition · BUs · geographies · value chain
  • Lens decision · CSRD/ESRS or IFRS S1/S2
  • Engagement design · surveys + workshops
STAGE 02 · BASELINE & MATURITY ASSESSMENT

Baseline Assessment

Evaluate current ESG practices across each material topic. CXOs and department heads score current practices against industry standards and best-in-class peers. Output: a substantive baseline picture — what the organisation already does well, where capability is emerging, where it is absent.

Peer benchmarking against sector peers and rating-agency leaders at this stage. The baseline becomes the reference against which Year 2+ improvement is measured.

SPECIALIST: Sustainability Reporting Specialist + sector lead
★ Outputs
  • Maturity scorecard · per material topic
  • Peer benchmark · sector + rating-agency leaders
  • Capability mapping · strong · emerging · absent
  • Year 1 reference baseline for Year 2+ improvement tracking
STAGE 03 · FRAMEWORK MAPPING

Framework Mapping

Identify applicable regulations and reporting frameworks by geography, industry, size, and disclosure pathway. Map material topics to relevant standards: GRI Universal + Topic + Sector, IFRS S1/S2, CSRD/ESRS, TCFD, EU Taxonomy, CBAM, Thailand Taxonomy, SEC Thailand 56-1, AA1000AP.

Cross-framework alignment to minimise duplication. The same disclosure content typically feeds multiple framework requirements when mapped properly — significantly reducing reporting burden in Year 2+.

SPECIALIST: Climate & Frameworks Specialist · IFRS S1/S2 + CSRD lead
★ Framework Coverage
  • GRI Universal + Topic + Sector
  • IFRS S1 / S2 · ISSB Foundation
  • CSRD / ESRS · EFRAG benchmarks
  • TCFD · EU Taxonomy · CBAM
  • Thailand Taxonomy · SEC 56-1
  • AA1000AP · AccountAbility
STAGE 04 · GAP ANALYSIS

Gap Analysis

Compare baseline vs framework requirements + investor expectations + industry standards. Categorised gap output: data gaps, policy gaps, disclosure gaps, governance gaps. Each gap mapped to a remediation pathway with effort, owner, and dependency identified.

Substantive depth on rating-agency exposure mapping where applicable — particularly for SET-listed corporates targeting FTSE Russell, DJSI, MSCI, CDP, or SET ESG improvement.

SPECIALIST: Sustainability Reporting Specialist + Frameworks Specialist
★ Gap Categories
  • Data gaps · measurement + collection
  • Policy gaps · written governance
  • Disclosure gaps · format + frequency
  • Governance gaps · oversight + sign-off
  • Rating-agency exposure mapping where applicable
STAGE 05 · ROADMAP DEVELOPMENT

Roadmap Development

Translate gap analysis into a structured action plan with short-term, medium-term, and long-term ESG goals + KPIs. Owners assigned per workstream. Resource requirements, dependencies, and milestones identified.

Roadmap signed off at board / sustainability committee level. Annual cycle planning for multi-year retainer engagements — Year 2+ engagements transition into the implementation–disclosure–monitoring rotation.

SPECIALIST: Climate & Sustainable Finance Lead · roadmap signoff
★ Roadmap Components
  • Short-term goals · 6–12 months
  • Medium-term goals · 1–3 years
  • Long-term goals · 3–10 years · Net Zero
  • KPI architecture per material topic
  • Board / committee sign-off
STAGE 06 · IMPLEMENTATION

Implementation

Operational delivery against the roadmap. Data collection system architecture, policy updates, governance changes, capacity building, and training. Platform integration where relevant — SET Carbon Project platform, internal carbon pricing systems, climate finance platforms.

Cross-functional team coordination across sustainability, finance, operations, HR, and procurement. This is the multi-year operational phase — typically the longest stage on the engagement.

SPECIALIST: stage lead varies by workstream — bench-wide
★ Workstreams
  • Data collection systems · architecture
  • Policy updates · written governance
  • Capacity building · internal training
  • Platform integration · SET Carbon · ICP
  • Cross-functional coordination
STAGE 07 · DISCLOSURE & ASSURANCE

Disclosure & Assurance

Publish per framework — bilingual sustainability report, IFRS S2 climate disclosure, 56-1 One Report ESG section, ICMA framework + allocation report + impact report, rating-agency submission. The Translation methodology TEP workflow runs here.

AA1000AS v3 sustainability assurance where commissioned — assesses adherence to four AccountAbility Principles: Inclusivity, Materiality, Responsiveness, Impact.

SPECIALIST: Climate & Carbon Lead (AA1000AS ACSAP) · Editorial bench
★ Disclosure Channels
  • Sustainability report · bilingual EN/TH
  • IFRS S2 climate disclosure
  • 56-1 One Report · ESG section
  • ICMA framework + allocation + impact
  • Rating-agency submission
  • AA1000AS v3 assurance where commissioned
STAGE 08 · MONITORING & CONTINUOUS IMPROVEMENT

Monitoring & Continuous Improvement

Annual review against roadmap KPIs. Investor and rating-agency feedback incorporated. Material topic refresh per CSRD double-materiality refresh cycle.

Next-cycle planning — Year 2+ engagements typically transition from baseline + gap + roadmap structure to implementation + disclosure + continuous improvement structure on annual rotation. The methodology becomes operationally lean as the substantive operating system matures.

SPECIALIST: full bench available · workstream-specific
★ Continuous Improvement
  • Annual KPI review
  • Rating-agency feedback incorporated
  • Material topic refresh
  • Year 2+ lean cycle
  • Bench retainer rotation
★ The Materiality Entry Stage · Where The Methodology Diverges

Single materiality. Double materiality. The lens shapes everything downstream.

The most consequential methodology decision on every ESG advisory engagement is which materiality lens applies. The two regimes lead to materially different scope, stakeholder engagement architecture, framework mapping, and disclosure structure. For Thai SET-listed corporates with European institutional investor coverage, with EU customer base, or with CSRD-affected subsidiaries, the operationally important regime is increasingly double materiality.

★ THE LENS DECISION · POSITIONED EXPLICITLY AT SCOPING

Multi-jurisdiction Thai-listed corporates are guided through the practical implications of each regime before the engagement letter locks the scope.

Othello’s materiality methodology positions the lens decision explicitly at scoping rather than defaulting to single materiality. Multi-jurisdiction Thai-listed corporates are guided through the practical implications of each regime — including the substantive cost difference, the stakeholder engagement intensity difference, and the cross-framework alignment opportunity.

LENS 01 · FINANCIAL MATERIALITY

Single materiality

Impact of ESG issues on enterprise value, financial performance, and risk profile. Investor-anchored lens. The lens used by IFRS S1 / IFRS S2 as set by the International Sustainability Standards Board (ISSB) under the IFRS Foundation. Default lens for many SET-listed corporates with primarily Thai institutional investor coverage.

★ IFRS S1 · IFRS S2 · ISSB · SASB legacy
LENS 02 · IMPACT + FINANCIAL MATERIALITY

Double materiality

Both impact on enterprise value AND impact of the organisation on people and environment. Required by CSRD. Two distinct stakeholder engagement workstreams. The lens used by GRI Universal Standards historically and now the regulatory lens under CSRD / ESRS for in-scope EU and EU-adjacent entities.

★ CSRD · ESRS · GRI Universal · EFRAG benchmarks
★ The Rating Agency 12-Month Calendar · Diagram 02

Six rating agencies. One twelve-month calendar. Each on its own clock.

Rating-agency-facing engagement is a cyclical, time-bound discipline separate from the general 8-stage advisory engagement. Each rating agency runs its own research cycle, submission window, and methodology version — and missing the cut-off date for an annual reporting cycle means waiting twelve months for the next opportunity. Below: the full 12-month calendar showing how all six agencies overlap across the year.

RATING AGENCY · CYCLE JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC FTSE Russell Jun–Mar annual cycle 14 Themes · 300+ indicators SID ANALYSIS PUBLISH SID SID CUT-OFF DATA DATA DATA CUT-OFF S&P CSA · DJSI Apr–Jul questionnaire Sep DJSI index review CSA CSA CSA DEADLINE DJSI MSCI ESG Rolling · quarterly updates Key Issues + controversies Q1 Q2 Q3 Q4 Sustainalytics Continuous MEI updates Morningstar Globes cross-linked CONTINUOUS · MATERIAL ESG ISSUE UPDATES YEAR-ROUND CDP · Climate Apr opens · Jul deadline D− → A scoring scale OPEN CDP CDP DEADLINE SCORE SCORE PUBLISH SET ESG · CGR Thai annual cycle SET AAA→C · IOD 5-Star SUBMIT SUBMIT SUBMIT REVIEW REVIEW REVIEW SET ESG CGR ★ THE 12-MONTH CALENDAR · MULTI-AGENCY CROSS-WALK · SAME DISCLOSURE CONTENT FEEDS ALL 6 CYCLES
Data collection
Active engagement window
Cut-off / Deadline
Publication / Index release
Thai annual cycle
Pillar 06 · The Rating Agency Engagement Cycle

FTSE Russell. The verifiable cross-anchor proof.

Othello’s rating-agency methodology is anchored by Kittichai’s verifiable cross-anchor proof: a SET-listed healthcare operator FTSE Russell ESG 4.0/5.0 in 2025 — independently verifiable through FTSE Russell’s published score data — plus sustained SET ESG “AA” rating 2024–2025 and Thai IOD 5-Star CGR 2025 on the same operator.

★ FTSE RUSSELL · METHODOLOGY v1.1 · AUG 2025

FTSE Russell ESG: June-to-March annual research cycle.

FTSE Russell’s ESG company research relies on publicly disclosed information only — no questionnaires sent to issuers. The methodology runs across 14 Themes within 3 Pillars (Environmental, Social, Governance), with 300+ individual indicator assessments applied to each company’s unique circumstances. Each Theme assigned an Exposure level (High / Medium / Low / Negligible / N/A) via rules-based methodology drawing on FTSE Industry Classification Benchmark (ICB) Subsector and revenue concentration.

The research cycle runs June to the following March. Index reviews use FTSE ESG data based on the company’s Annual Report and Sustainability Report or Integrated Report, published by the last business day of March (June review) and last business day of September (December review). Data Analysis runs October–November (December review) and April–May (June review). Companies have ~4 weeks via the web-based Sustainable Investment Data (SID) portal to review and provide feedback. Post-publication clarification available for up to 10 indicators per company.

Othello’s FTSE Russell-facing workstream covers indicator-by-indicator gap analysis against the 14 Themes, public disclosure remediation (because FTSE Russell only uses public information — non-public data does not improve the score), SID portal feedback round preparation, and cross-walk coordination across DJSI / CSA, MSCI, CDP, Sustainalytics, and the Thai SET ESG + IOD CGR cycles where the same disclosure content feeds multiple rating-agency assessments.

★ THE OTHER FIVE MAJOR CYCLES

Each rating agency on its own clock.

S&P CSA
Apr–Jul CSA questionnaire · Sep DJSI index review · invited universe
MSCI ESG
Rolling cycle · quarterly updates · Key Issues + controversies + ITR
Sustainalytics
Rolling · continuous Material ESG Issues · Morningstar Globes cross-linked
CDP
Apr opens · Jul deadline · Q4 scoring · D− → A · Climate · Water · Forests
FTSE Russell
Jun–Mar annual cycle · Mar / Sep cut-off · 14 Themes · 300+ indicators
SET ESG · CGR
Annual Thai cycle · SET-listed · AAA → C tiers · IOD 5-Star CGR
★ CROSS-CYCLE COORDINATION · Multi-rating-agency engagements coordinate disclosure content so same substantive material feeds the FTSE SID portal · S&P CSA questionnaire · CDP submission · MSCI / Sustainalytics analyst engagement · SET ESG + CGR Thai annual cycles. Methodology runs on a 12-month calendar with named specialist coordination across all six cycles.
Pillar 03 · Quality Assurance · Applies to Both Methodologies

Multi-layered QA. ISO 17100 structural separation + categorised error remediation + KPI tracking.

ISO 17100 establishes the baseline TEP separation — but the substantive quality assurance methodology sits in three additional layers that wrap around the workflow. Together they produce audit-grade quality output — the operationally defensible deliverable that procurement teams reference in formal evaluation.

LAYER 01

CAT-driven QA filtering

Automated segment-level QA checks run inside the CAT environment before the deliverable leaves the editing stage. Failures flagged for editorial remediation; clean passes logged into the evidence trail.

  • Terminology consistency · termbase-anchored
  • Number / unit / currency · regex-matched
  • Format integrity · tag preservation
  • Forbidden term flags · client-specific
  • Length governance · regulatory limits
LAYER 02

Categorised error remediation

Errors caught at editing, proofreading, or client-review stage are categorised against a defined error taxonomy with Critical · Major · Minor severity tiers. Critical errors trigger immediate escalation.

  • Critical: regulatory mistranslation · numerical inversion
  • Major: terminology inconsistency · register error
  • Minor: punctuation · typography
  • Logged with rationale · feeds back into termbase
LAYER 03

Client review cycle & KPI

Structured post-delivery process with named reviewer-on-engagement, defined revision rounds, and post-delivery KPI tracking. Client feedback flows back into termbase updates.

  • Named reviewer-on-engagement · accountability
  • Defined revision rounds · scope-locked
  • KPI: on-time · error rate · revision count
  • Programmatic engagement reviews · annual
★ ERROR CATEGORY TAXONOMY · SEVERITY-TIERED REMEDIATION

Six error categories. Three severity tiers. One remediation methodology.

The error taxonomy is operationally important because it lets editors, proofreaders, and clients converse about quality in shared technical vocabulary rather than impressionistic feedback. Every flagged item is logged with category, severity tier, source segment, remediated rendering, and rationale — and the log feeds back into the termbase and the linguist briefing for the next deliverable.

CAT 01
Regulatory / Legal mistranslationStatutory authority · regulatory citation · binding instrument
Critical
CAT 02
Numerical inversionFigure · percentage · currency · date error
Critical
CAT 03
Terminology inconsistencySame source term · different target renderings
Major
CAT 04
Stylistic register breakFormal/informal · technical/lay · audience mismatch
Major
CAT 05
Format / layout / typographySpacing · punctuation · table integrity
Minor
CAT 06
Stylistic improvementOptimised rendering · client preference
Minor
Pillar 04 · NDA & Confidentiality · Applies to Both Methodologies

Mutual NDA on day one. GDPR + PDPA compliant. Zero outsourcing. Zero LLM retention.

Confidentiality is not a commercial commitment that gets bolted onto an engagement — it is a structural feature of how Othello operates as a firm. The methodology was set against US government translation procurement requirements at the firm’s founding in 2020, and still governs every engagement today across Big Law, SET-listed corporates, the UN system, multilateral institutions, and the ESG advisory practice.

NDA-FROM-FIRST-EMAIL · USG-ORIGIN COMMERCIAL STANDARD

The structural commercial commitment: nothing crosses without mutual NDA in place.

Three substantive commitments. (1) Mutual NDA before source material crosses. Default Othello NDA template available on request; client templates reviewed and signed within one business day if standard terms apply. NDA is signed at first email — not at engagement scoping, not at RFP response, not at sample delivery.

(2) Confidentiality covers the entire engagement lifecycle. Scoping conversations, source review, deliverable drafting, post-delivery, and reference disclosure are all covered. References for procurement evaluation are available under mutual NDA at procurement stage — not publicly listed on the website.

(3) The bench is 100% in-house. No source material is shared with external freelancers, no outsourcing to overseas vendors, no submission to consumer LLM endpoints that retain source data. Translation Memory and termbase assets are stored on Othello-controlled infrastructure with GDPR + PDPA compliant data handling. The named bench is the bench — documented on Our Team with verifiable credentials.

★ INFRASTRUCTURE STACK

GDPR + PDPA. Othello-controlled.

  • Othello-controlled storage · no cloud LLM retention
  • GDPR-compliant · EU Regulation 2016/679 · SCC cross-border
  • PDPA-compliant · Thailand B.E. 2562 · effective June 2022
  • Designated DPO contact · operational at firm level
  • Audit-grade evidence trail · ISO 17100 lineage preserved
  • Defined retention periods · secure deletion programmatic
  • 72-hour breach notification · GDPR-aligned
  • Data subject rights workflow · all six rights
★ NDA-FROM-FIRST-EMAIL · OPERATIONAL COMMITMENTS

What the NDA-first standard actually covers

01
Scoping conversationMutual NDA signed before any client source material is reviewed. 30-minute scoping call covers engagement substance, timeline, and confidentiality requirements — under NDA throughout.
02
Source material exchangeSource material crosses only after NDA in place. Default Othello template available; client templates reviewed and signed within one business day if standard terms apply.
03
RFP response under NDAFormal RFP processes responded to under mutual NDA — methodology, named bench credentials, capacity allocation, pricing structure all delivered under NDA.
04
Engagement letter scope-lockSpecific bench specialists named in engagement letter. No specialist substitution mid-engagement without client written notification. Audit-grade evidence trail across every TEP stage.
05
Post-delivery confidentialityEngagement materials retained on Othello-controlled infrastructure for the agreed retention period · client-specific termbase + TM segments either segregated or anonymised per client preference.
06
Reference disclosure under NDASpecific Othello-supported engagements not disclosed publicly without explicit client written authorisation. References for procurement evaluation provided under mutual NDA at procurement stage.
From First Contact to Work Beginning

The engagement path. Five steps. Three to ten business days. NDA-first throughout.

The substantive engagement path from first contact through work-beginning runs five defined steps. Standard timeline is three to ten business days depending on scope complexity. For formal RFP processes, standard response is three to five business days covering methodology approach, named bench credentials, capacity allocation, pricing structure, related-methodology track record, and integration with adjacent practice areas — all under mutual NDA.

01
FIRST CONTACT · BUSINESS DAY 0

Scoping outreach

First contact via [email protected], +66 02-859-2145, or the contact form. Sets up a 30-minute scoping call to understand engagement substance, timeline, and confidentiality requirements. Conducted in English or Thai per client preference.

02
DAY 1 · MUTUAL NDA

Mutual NDA signed before source crosses

Default Othello NDA template available on request. Client templates reviewed and signed within one business day if standard terms apply. NDA covers scoping conversation, source review, deliverable drafting, post-delivery, and reference disclosure — the full engagement lifecycle.

03
DAYS 1–3 · SOURCE EXCHANGE

Scope brief + source material under NDA

Source material exchanged on Othello-controlled infrastructure under NDA. Methodology approach identified, named bench specialists matched to substantive scope, engagement structure proposed. For ESG advisory engagements, the methodology-credentialed bench reviews source material to identify the specific specialists for the engagement letter.

04
BUSINESS HOUR 1 · POST-NDA

Quote delivered within one business hour

Following source material + signed NDA receipt, quote delivered within one business hour during Bangkok business hours. Fixed-fee structure for translation deliverables; tier-priced structure for ESG advisory engagements (see How We Quote). Scope locked at quote acceptance; timeline committed at engagement letter signing.

05
ENGAGEMENT LETTER · WORK BEGINS

Engagement letter signed · TEP workflow initiated

Engagement letter names the specific bench specialists assigned to the engagement — with no specialist substitution mid-engagement without client written notification. ISO 17100 TEP workflow initiated with audit-grade evidence trail across every stage. Client review cycle, revision rounds, and KPI tracking commitments documented in the engagement letter at signing.

For Procurement Teams

Running an RFP for institutional-grade translation or advisory?

Othello is built for institutional procurement. Every standard methodology requirement is met: ISO 17100:2015 translation services discipline, named-bench-on-engagement-letter standard, audit-grade evidence trail, mutual NDA from first email, GDPR + PDPA compliance, in-house specialist bench with zero outsourcing, and the founding-era US government procurement-grade discipline.

Standard RFP response is three to five business days. Quote turnaround on engagement scoping is one business hour following NDA + scope brief receipt. The methodology documentation runs across this page, the Our Team bench page, and the How We Quote pricing methodology — together they form the institutional procurement package.

01
ISO 17100:2015 TEP disciplineTranslator ≠ Editor · Three-stage separation · audit-grade trail
Met
02
CAT + TM architectureTrados · memoQ · 6-year termbase · TM leverage discount
Met
03
Multi-layered QACAT filtering · error categorisation · KPI tracking
Met
04
Mutual NDA from first emailScoping · RFP · source · post-delivery · reference disclosure
Met
05
GDPR + PDPA compliantEU + Thai data protection · SCC cross-border mechanisms
Met
06
100% in-house · no LLM retentionNo freelance · no overseas vendor · no consumer LLM endpoints
Met
07
Named bench on engagement letterScope-matched specialists · no substitution mid-engagement
Met
08
USG-origin procurement-gradeFounded 2020 against FAR-grade contractor standards
Met
Common Questions

What procurement teams verify about the methodology.

Q.01What exactly is the ISO 17100:2015 TEP workflow — and why does separation matter?+

ISO 17100:2015 is the international standard for translation services. It specifies the substantive translation workflow, linguist competencies, terminology management, technology infrastructure, and engagement process required of a translation service provider. The TEP workflow — Translation, Editing, Proofreading — runs as three distinct stages with structural separation: the editor is never the translator, and on regulatory-grade or assurance-grade deliverables, the proofreader is never the editor.

The separation rests on a structural insight: a translator and an editor produce qualitatively different error profiles. A translator working under deadline against a complex source will sometimes carry forward a misreading or a terminology inconsistency that they themselves cannot see at the moment of drafting. A separated editor reviewing the same text against the source — with fresh eyes and editorial distance — catches those errors at materially higher rates than self-review. This is why every Big Law procurement specification and every US government translation contract requires the separation, and why Othello does not deviate from it regardless of timeline pressure or scope size.

Q.02What CAT tools does the firm use — and how does Translation Memory actually work?+

The firm’s editorial bench runs on the industry-standard CAT (Computer-Assisted Translation) stack: SDL Trados Studio as the primary CAT environment, memoQ as a secondary environment for cross-vendor compatibility and TM portability, and Subtitle Edit for audiovisual / subtitling work. CAT tooling is not machine translation — it is segment-level human translation operating against a Translation Memory lookup, terminology database, quality-check filters, and audit logging. Every segment is logged, every reuse traceable, every terminology decision propagated.

Translation Memory (TM) is the structural compounding asset. Each ISO 17100 TEP cycle commits the approved bilingual segment back to the TM with metadata — domain, client (anonymised at TM level), source, validation date. Six years of work across 50+ ESG reports, 100+ annual reports, sustainability reports, 56-1 One Reports, regulatory filings, and Big Law cross-border deliverables has produced a TM asset that delivers fluency in the substantive terminology Thai listed companies use to disclose to the world.

Q.03How does the TM leverage discount actually translate into savings on multi-year programmes?+

For repeat clients and multi-year programmes — annual sustainability reports, recurring 56-1 One Reports, ongoing regulatory filings, annual ICMA framework refresh, and multi-year ESG advisory retainers — the TM produces materially better economics in Year 2 and beyond. New work is segmented against the TM at industry-standard match tiers, and pricing is graduated accordingly: Repetition and Context Match at 15% of base rate · Exact Match at 25% · High Fuzzy (95–99%) at 40% · Medium Fuzzy (75–94%) at 60% · Low Fuzzy / new content at 100% base rate.

Real-world effect: a SET-listed sustainability report in Year 2 with substantive structural continuity to Year 1 typically realises 40–60% net cost reduction via TM leverage compared to the equivalent first-year delivery — even with new substantive content layered in. The compounding is structurally why multi-year programmes deliver materially better economics than rotating vendors annually. Detailed pricing methodology runs on How We Quote.

Q.04How does Othello’s QA methodology differ from “translation plus proofread”?+

“Translation plus proofread” is the entry-level translation product — a translator drafts the target, a proofreader runs a final-pass review, and the deliverable is shipped. This does not satisfy ISO 17100:2015 requirements and is not used for institutional procurement work. Othello’s QA methodology runs three additional layers on top of the baseline TEP separation: (1) CAT-driven QA filtering at segment level — terminology consistency, number/unit/currency verification, format integrity, tag preservation, forbidden term flags — run automatically before the deliverable leaves the editing stage; (2) categorised error remediation against a six-category taxonomy with Critical/Major/Minor severity tiers; (3) structured client review cycle with named reviewer-on-engagement, defined revision rounds, and post-delivery KPI tracking.

The error taxonomy is operationally important because it lets editors, proofreaders, and clients converse about quality in shared technical vocabulary rather than impressionistic feedback. Critical errors: regulatory mistranslation, numerical inversion, legal authority misattribution. Major errors: terminology inconsistency, stylistic register break. Minor errors: typography, spacing, formatting. Every flagged item is logged with category, severity tier, source segment, remediated rendering, and rationale.

Q.05What does “NDA from first email” actually cover — and when does the NDA get signed?+

Three substantive structural commitments. (1) Mutual NDA before source material crosses. Default Othello NDA template available on request; client templates reviewed and signed within one business day if standard terms apply. NDA is signed at first email — not at engagement scoping, not at RFP response, not at sample delivery. (2) Confidentiality covers the entire engagement lifecycle — scoping conversations, source review, deliverable drafting, post-delivery, and reference disclosure. Specific Othello-supported engagements are not disclosed publicly without explicit client written authorisation.

(3) The bench is 100% in-house — no source material is shared with external freelancers, no outsourcing to overseas vendors, no submission to consumer LLM endpoints that retain source data. Translation Memory and termbase assets are stored on Othello-controlled infrastructure with GDPR + PDPA compliant data handling. The methodology was set against US government translation procurement requirements at the firm’s founding in 2020, when Federal Acquisition Regulation–grade contractor verification, documentation handling, and audit trail defined what serious translation work looked like.

Q.06How does GDPR + PDPA compliance interact with the translation methodology?+

Both regimes apply in parallel. GDPR (EU Regulation 2016/679) has extraterritorial scope — it applies to any organisation processing personal data of EU/EEA residents, regardless of where the organisation is located. Operationally relevant for Othello when clients are EU institutional buyers, when source documents contain EU personal data subjects, when European institutional investors will receive the translated output, or when the engagement involves cross-border data transfers to/from the EEA. GDPR-aligned operations cover lawful basis, data minimisation, retention limits, cross-border transfer via Standard Contractual Clauses, incident response within 72 hours, data subject rights, and designated data protection contact.

Thailand’s PDPA (Personal Data Protection Act B.E. 2562 / 2019, effective June 2022) is structurally modelled on GDPR with Thai-specific adaptations. PDPA compliance is required for any entity operating in Thailand processing personal data of Thai residents — which covers virtually every Othello engagement. For multinational engagements where both apply, the operational compliance regime is the union of the two — meeting whichever requirement is more stringent on each operational dimension.

Q.07Does Othello use AI / LLMs in the workflow — and how is data protected?+

Yes — selectively, and always with human editorial anchor. AI tooling is applied operationally inside CAT environments for translation memory work, glossary management, multimodal prompt engineering, and AI-augmented quality evaluation against structured rubrics. The editorial bench operates Machine Translation Post-Editing (MTPE) workflow as a specialist capability — particularly for high-volume multilingual content where TM coverage alone is insufficient. AI fluency on the bench covers ChatGPT, Claude, Gemini, and Copilot at operational level.

Source material is never shared with consumer LLM endpoints that retain data. The substantive translation, editing, and proofreading remain human-anchored throughout every TEP stage. AI tooling supports the human editorial bench; it does not replace it. For institutional clients with elevated confidentiality requirements (Big Law, US government, SET-listed pre-disclosure), the engagement letter explicitly documents AI tooling boundaries — including absolute exclusion of consumer LLM endpoints from source material processing where required.

Q.08What’s the timeline from first contact to work beginning?+

Five defined steps, typically three to ten business days from first contact to work beginning depending on scope complexity. Step 1 (Business Day 0) — first contact via email, phone, or contact form sets up a 30-minute scoping call. Step 2 (Day 1) — mutual NDA signed before any source material crosses; default Othello template available on request, client templates reviewed and signed within one business day if standard terms apply. Step 3 (Days 1–3) — scope brief and source material exchange under NDA; methodology approach identified, named bench specialists matched to substantive scope, engagement structure proposed.

Step 4 (Business Hour 1 post-NDA) — quote delivered within one business hour of source material + signed NDA receipt during Bangkok business hours; fixed-fee structure for translation, tier-priced structure for ESG advisory engagements. Step 5 — engagement letter signed, ISO 17100 TEP workflow initiated. For formal RFP processes, standard response is three to five business days covering methodology approach, named bench credentials, capacity allocation, pricing structure, related-methodology track record, and integration with adjacent practice areas — all under mutual NDA.

Q.09How does the methodology actually show up on a specific deliverable — walk through one example?+

Worked example: a SET-listed corporate engages Othello for a bilingual EN/TH sustainability report structured to GRI Universal + Topic Standards, with IFRS S2 climate disclosure section and AA1000AS-aligned materiality assessment narrative. Step 1: scoping call under NDA; methodology approach proposed combining the editorial bench (Head of Editorial & Disclosure + Editorial Specialist for bilingual lockstep) with the methodology-credentialed ESG bench (GRI specialist + IFRS S2 specialist + materiality specialist). Step 2: engagement letter signed; named specialists committed; ISO 17100 TEP workflow initiated.

Step 3 (TEP Stage T): domain-matched translators draft bilingual target text against the source; TM leverage applied at 100%/95%/75% match tiers; termbase pulls validated terminology. Step 4 (TEP Stage E): separated editors run bilingual revision; ESG methodology specialists join at editing stage to validate substantive accuracy; CAT-driven QA filters run automatically. Step 5 (TEP Stage P): third-stage proofreaders run both language versions in parallel for bilingual lockstep verification; audit-grade evidence trail finalised. Year 2: 40–60% net cost reduction via TM leverage on the Year 1 substantive content with new material layered in.

Q.10How does the ESG Advisory methodology differ from the Translation TEP workflow?+

The Translation TEP workflow (Translator → Editor → Proofreader) is a three-stage in-document workflow with named linguist separation per ISO 17100:2015. The ESG Advisory methodology is an eight-stage cross-functional engagement workflow running across multiple months or years: Materiality Assessment → Baseline & Maturity Assessment → Framework Mapping → Gap Analysis → Roadmap Development → Implementation → Disclosure & Assurance → Monitoring & Continuous Improvement.

The two methodologies converge at the Disclosure stage. Every ESG advisory engagement that produces a substantive deliverable — a bilingual sustainability report, a 56-1 One Report ESG section, an IFRS S2 climate disclosure, an ICMA Green Bond Framework, an AA1000AS assurance statement — runs the ISO 17100 TEP editorial workflow as part of the Disclosure stage. The methodology-credentialed bench joins the engagement at the stage matching their substantive expertise: Climate & Sustainable Finance Lead at materiality and roadmap; Frameworks Specialist at framework mapping and gap analysis; Sustainability Reporting Specialist at baseline and rating-agency-facing work; Climate & Carbon Lead at AA1000AS assurance; Editorial bench at every disclosure stage.

Q.11Single materiality or double materiality — how is the lens decided at scoping?+

The materiality lens is the most consequential methodology decision on every ESG advisory engagement because it shapes scope, stakeholder engagement architecture, framework mapping, and disclosure structure across all eight downstream stages. Single materiality looks at the impact of ESG issues on enterprise value, financial performance, and risk profile — the lens used by IFRS S1 / IFRS S2 as set by the ISSB under the IFRS Foundation. Double materiality looks at both financial materiality AND the impact of the organisation on people and the environment — the lens required by CSRD / ESRS for in-scope EU and EU-adjacent entities.

The lens decision is positioned explicitly at scoping rather than defaulting to single materiality. For Thai SET-listed corporates with European institutional investor coverage, with EU customer base, with CSRD-affected subsidiaries, or with CBAM exposure on the export side, the operationally important regime is increasingly double materiality. EFRAG benchmarks set the double-materiality methodology reference; ISSB / IFRS Foundation S1/S2 set the single-materiality methodology reference.

Q.12How does the FTSE Russell rating-agency engagement cycle actually work?+

FTSE Russell’s ESG company research relies on publicly disclosed information only — FTSE Russell does not send questionnaires to issuers. The methodology version is v1.1 (August 2025), running 300+ individual indicator assessments across 14 Themes within 3 Pillars (Environmental, Social, Governance). The research cycle runs June to the following March, with index reviews using FTSE ESG data based on the company’s Annual Report and Sustainability Report or Integrated Report published by the last business day of March (for the June review) and September (for the December review). Data Analysis runs October–November (December review) and April–May (June review).

Companies have approximately four weeks via the web-based Sustainable Investment Data (SID) portal to review the FTSE Russell analysis and provide feedback. Post-publication clarification is available for up to 10 indicators per company. Othello’s FTSE Russell-facing workstream covers indicator-by-indicator gap analysis against the 14 Themes, public disclosure remediation, SID portal feedback round preparation, and cross-walk coordination across DJSI / CSA, MSCI, CDP, Sustainalytics, and the Thai SET ESG + IOD CGR cycles. Verifiable cross-anchor proof: a SET-listed healthcare operator’s FTSE Russell ESG Score of 4.0/5.0 in 2025.

Two methodologies. One operating standard. Audit-grade.

Othello’s Our Process runs two methodologies under one operating standard. Translation methodology: ISO 17100:2015 TEP workflow · CAT + Translation Memory architecture · 6-year termbase compounding · multi-layered QA · NDA from first email. ESG Advisory methodology: 8-stage engagement workflow · double-materiality lens per CSRD/ESRS or single-materiality per IFRS S2 · rating-agency engagement cycle across FTSE Russell, MSCI, Sustainalytics, CDP, DJSI, SET ESG, CGR · AA1000AS v3 assurance where commissioned. All on GDPR + PDPA compliant in-house infrastructure with zero outsourcing. Standard RFP response three to five business days. Quote turnaround one business hour following NDA + scope brief receipt.

+66 02-859-2145 · [email protected]
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Si Lom · Bang Rak · Bangkok 10500 · Thailand
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