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Envizi Workshop Plan

S.No Topic Type Title Duration Link
............................................................................. DAY 1 ............................................................................
1 Overview Session Overview of the Training / schedule / labs 15 mins
2 Overview Session Overview of Sustainability & Envizi + Modules 60 mins
3 Overview Demo Envizi User Interface navigation 15 mins
4 Overview Session Implmentation Methodologies / PoX Best Practices 30 mins
5 Data Management Session Data Management 45 mins
                                                                                                              Lunch Break
6 Data Management Lab Identify Industry specific Org hierarchy using the template provided 15 mins Link
7 Data Management Lab Create Group, Locations, Account and Data using UI 60 mins Link
8 Data Management Session & Demo Overview of Config Connector 30 mins
9 Data Management Lab Create Group and Location Using Config Connector 60 mins Link
10 Data Management Quiz Quiz 15 mins
 
............................................................................. DAY 2 ............................................................................
1 Data Management Session & Demo Overview of Universal Account Connector 30 mins
2 Data Management Lab Data loading using Universal Account Connector 60 mins Link
3 Scope 1,2,3 Session & Demo Managing Scope 1 & 2 in Envizi 45 mins
4 Scope 1,2,3 Session & Demo Managing Scope 3 in Envizi 45 mins
                                                                                                              Lunch Break
5 Scope 1,2,3 Lab Loading Scope 3 data using Account Setup and Data Load PM&C Template 60 mins Link
6 Scope 1,2,3 Lab Loading Scope 3 Category 1 data using AI Assist 45 mins Link
7 Emission Factors Session & Demo Emission Factor management 30 mins
8 Emission Factors Lab Explore Emission factors associated with the data loaded through Labs 30 mins Link
9 Quiz Quiz 15 mins
 
............................................................................. DAY 3 ............................................................................
1 Reports Session & Demo Dashboards & Reports 45 mins
2 Reports Lab Exploring Standard dashboards 15 mins Link
3 Reports Lab Exploring Extract Reports 15 mins Link
4 Reports Lab Exploring Power Reports 15 mins Link
5 User mgmt Session & Demo User Management 45 mins Link
6 User mgmt Lab Creating Contacts and Users 30 mins Link
                                                                                                              Lunch Break
7 Emission Factors Session & Demo Custom Emission Factors & Auditing 15 mins
8 Emission Factors Lab Custom Emission Factors & Auditing 15 mins Link
9 SRM Session & Demo Sustainability Reporting Manager (SRM) & ESG Reporting Frameworks in Envizi 45 mins
10 SRM Lab Working on ESG disclosures as a Sustainability Reporting Manager (SRM) 60 mins Link
11 Quiz Quiz 15 mins
 
............................................................................. DAY 4 ............................................................................
1 API Integrations Session & Demo Envizi API 15 mins Link
2 API Integrations Lab Use API to extract reports data 60 mins Link
3 Data Health Session Data Monitoring, Health & Issue Management 60 mins
4 Data Health Lab Identify data gaps and Raise issues 15 mins Link
5 Data Health Lab Capture data through issue management 15 mins Link
6 Data Health Lab Capture data through Account Setup and Data Load Template 30 mins Link
                                                                                                              Lunch Break
7 Reports Session Creating Custom power reports and best practices 30 mins
8 Reports Lab Creating Custom power reports 30 mins Link
9 Data flow Automation Session & Demo Data flow automation in Envizi 15 mins Link
10 Data flow Automation Lab Data flow automation in Envizi 30 mins Link
11 Quiz Quiz 15 mins
 
............................................................................. DAY 5 ............................................................................
1 External System Integrations Session & Demo Integrating Envizi with external Systems 15 mins Link
2 External System Integrations Session Envizi & Turbonomic Integration via Integration Hub 30 mins Link
3 Targets setting Session & Demo Target setting and tracking 30 mins
4 Targets setting Lab Target setting and tracking 30 mins Link
5 Targets setting Lab Target setting and tracking - Validation 30 mins Link
6 Programs Tracking Session & Demo Sustainability Programs Tracking 30 mins
7 Data Health Session & Demo Overview of Virtual Accounts & Tags 30 mins
8 Advanced Session & Demo Envizi Advanced Modules ( Value chain surveys and assessments | Building ratings and benchmarks | Interval Meters | Utility Analytics ) 60 mins
                                                                                                              Lunch Break
9 RFX Session RFX - Scoping and Pricing 45 mins
10 RoadMap Session Whats is new in Envizi and RoadMap 15 mins
11 Case Studies Session Envizi Succes Story/Case studies 15 mins
12 Quiz Final Evaluation Quiz 15 mins

Additional Info

S.No Topic Type Link
1 Creating Contacts and Users Lab Link
2 Account Style Guide Link
3 Connectors Guide Link
4 Important Links Info Link

Note :

  1. The template Excel files mentioned in the labs are available in the shared Box folder with the same directory structure. Get the Box folder link from your instructor.