Getting started for administrators

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Administrators can get started quickly with IBM® Envizi ESG Suite by setting up the organization hierarchy, adding users, and checking data quality after data is added to the platform.

About this task

When Envizi ESG Suite is first provisioned for your organization, it contains a single group and a location that is called Unallocated accounts, which is provisioned to capture data by automated uploads where no matching account is found.

Note: Some steps depend on the modules and AddOns that are available and enabled in your environment.

Procedure

  1. Log into Envizi ESG Suite.
  2. Administer the platform.
    1. Add your logo to the home page.
    2. Create a home page banner.
    3. Enable support for multiple languages, if required.
    4. Set a password policy.
    5. Configure reporting and dashboard preferences.
      1. Set the units of measure that are used as reporting measures in PowerReports.
      2. Disable automated user activation emails, if required.
  3. Set up the organization hierarchy.
    1. You can set up the organization hierarchy by configuring each node separately. To set up the organization hierarchy in bulk, contact the Envizi ESG Suite support team for more information.
      1. Create locations.
      2. Create groups. For more information, see Setting up groups.
      3. Create accounts for your data types. For example, create accounts for utility type data, such as electricity and natural gas; waste, steam, water, stationary and transport fuels; KPIs and supplier spend data. Select the location, select the account style, and assign a reference.
      4. Configure virtual accounts that derive data from the monthly data of other accounts.
      5. Configure KPIs for use as intensity measures in dashboards.
      6. Configure accruals to generate estimates for missing consumption or cost data in accounts.
      7. Add custom tags for grouping data in reports.
  4. Create users. Assign access levels, user roles, and work roles.
  5. Schedule data capture requests.
  6. Complete audit trails.
    1. Audit emission factors.
    2. Audit account and user activities.
  7. Create programs to assess and track sustainability reporting initiatives.
  8. Integrate with Planning Analytics for forecasting and analysis of ESG data.
  9. Integrate with Supply Chain Intelligence to collect scope 3 emissions data.
  10. Provision data services to load account and meter data and scope 3 category 1 PCF data by using an automated data flow.
  11. Provision data services to export monthly dataset for offline analysis by using an automated data flow.