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readme-05-may.md

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Envizi Workshop Plan - May

S.No Type Title Desc Duration Link
................................................................................................... DAY 1 ...................................................................................................
1 Session Overview of the Training / schedule / labs Describe the Training schedule, agenda, labs, quizes 15 mins
2 Session Overview of Sustainability & Envizi + Modules Introductions to Envizi | Various modules | Value proposition | Implementation methodologies 60 mins
3 Session Resources Seismic | Demo Corp Access | IBM APAC Access 15 mins
4 Session Whats new in Envizi and RoadMap 60 mins
5 Session Emission Management Scope 1, 2 & 3 | Dashboards | RECs | Location & Market based emissions | Carbon offsets | Custom Emission factors | Financed Emissions | Target Settings & BenchMarks | Virtual Accounts 90 mins
                                                                                                              Lunch Break
6 Session New Envizi Capabilities Scope 3 AI Assist | Account Style Wizards 30 mins
7 Session ESG Reporting Reports | SRM | Building ratings and benchmarks | Value chain surveys and assessments 60 mins
8 Session Advanced Modules Interval Meters | Program Tracking | Utility Analytics 60 mins
9 Quiz Quiz 15 mins
................................................................................................... DAY 2 ...................................................................................................
1 Session Data flow automation in Envizi 30 mins Link
2 Session Integrating Envizi with external Systems Integrating with external systems. Turbonomic Dashboards | Maximo Data Modeling | Tririga Data Modeling | Envizi Integration Hub 60 mins Link
3 Session Partner Development Life cycle Roles and Resposiblities | Solution configuration 90 mins
                                                                                                              Lunch Break
4 Session Architecture Deep Dive Envizi Operation Model - Deployment Methodology (multi tenant, custom deployment) | Data and Security 60 mins
5 Session RFX - Scoping and Pricing How to leverage IBM resources to address the RFIs, RFXs, App Point calculator 60 mins
6 Session Envizi Succes Story/Case studies Discuss client refernces and success stories spread across various domains / industries 30 mins
7 Session Implementation Methodologies / PoX Best Practices Overall best practices to follow in the implementation of PoCs 30 mins
8 Quiz Quiz 15 mins
................................................................................................... DAY 3 ...................................................................................................
1 Session Data Management Overview Groups, Locations & Accounts | Account styles , Meters, Locations, KPIs, etc | UI Navigation 45 mins
2 Lab Identify Industry specific Org hierarchy using the template provided Provide a sample org hierarchy and ask the team to understand how should organization hierarchy generally looks like. Participant to present the hierarchy / story 30 mins Link
3 Lab Create Group, Locations, Account and Data using UI 45 mins Link
4 Session Overview of Config Connector Deep dive on Config connector and using the template 15 mins
5 Lab Create Group and Location Using Config Connector Create the Organization hierarchy using the template - Config connector 45 mins Link
                                                                                                              Lunch Break
6 Session Overview of Universal Account Connector Understand the concepts of Data loading template and connectors to load the data into Envizi 15 mins
7 Lab Data loading using Universal Account Connector Create the new accounts along with data using template - POC Account Setup and Data 60 mins Link
8 Lab Explore Emission factors Explore Emission factors associated with the data loaded through Labs 60 mins Link
9 Lab Target setting and tracking & Validation 30 mins Link
10 Quiz Quiz 15 mins
................................................................................................... DAY 4 ...................................................................................................
1 Session Managing Scope 3 in Envizi How Scope 3 categories (all 15) are manged in Envizi 60 mins
2 Lab Loading Scope 3 data using Account Setup and Data Load PM&C Template Create the new accounts along with data using Account Setup and Data Load PM&C Template 60 mins Link
3 Lab Loading Scope 3 Category 1 data using AI Assist Using AI Assit feature to ingest Scope 3 Purchased goods data 45 mins Link
4 Session Data flow automation in Envizi 30 mins Link
5 Lab Data flow automation in Envizi 30 mins Link
6 Session User Management Discussion on create users, logins, providing access, assigning various work roles, setting password policies 30 mins Link
7 Lab Creating Contacts and Users Creating Contacts and Users via UI 30 mins Link
8 Lab Working on ESG disclosures as a Sustainability Reporting Manager (SRM) Explore Sustainability Reporting Manager 60 mins Link
9 Quiz Quiz 15 mins
................................................................................................... DAY 5 ...................................................................................................
1 Session Envizi API Technical overview on Envizi API and how to leverage to integrate with external systems 30 mins Link
2 Lab Use API to extract reports data Lab: Use APIs to extract the Reports data 45 mins Link
3 Session Data Monitoring, Health & Issue Management Discussion on Data gaps, quality of data , health reports, accural , data estimation, issue management 30 mins
4 Lab Identify data gaps and Raise issues Monitor health of the data, identify gaps using Data Health reports and Accruals | Raise issue for missing data / alerts to capture the required data 15 mins Link
5 Lab Capture data through issue management 15 mins Link
6 Lab Capture data through Account Setup and Data Load Template 30 mins Link
                                                                                                              Lunch Break
7 Session Creating Custom power reports and best practices 30 mins
8 Lab Creating Custom power reports 45 mins Link
9 Quiz L4 Final Quiz 60 mins
10 Networking and QA 30 mins

Additional Info

S.No Topic Type Link
1 Creating Contacts and Users Lab Link
2 Account Style Guide Link
3 Connectors & Templates Guide Link
4 Important Links Info Link
5 Create Custom Emission Factors Lab Link
6 PowerReport Developer 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.