Managing emission data in travel and transportation with Envizi

This tutorial explores how IBM Envizi ESG Suite helps the Travel and Transportation industry manage sustainability data effectively.

The transportation sector is a major contributor to global greenhouse gas emissions. Over the past decade, governments and businesses have worked together to develop more sustainable infrastructure for transporting people and goods.

Royal Horizon Travel has committed to achieving carbon neutrality by 2040.

Business needs

Royal Horizon Travel aims to:

Improve visibility, tracking, and monitoring of ESG data
Reduce manual efforts in data collection and processing
Lower carbon emissions to meet net-zero targets
Reduce fuel consumption and waste
Ensure seamless reporting for regulatory compliance

Key stakeholders

Executives: CEO, CFO, Chief Sustainability Officer, Chief Procurement Officer
Operations and quality: VP/Director of Quality, Head of Operations
IT leaders: CIO, CTO, IT Manager, IT Director

Solution overview

IBM Envizi simplifies the consolidation, analysis, and management of sustainability data. It helps organizations:

Automate data collection and processing
Track greenhouse gas emissions across operations, vendors, and contractors
Generate reports aligned with regulations and standards
Support decarbonization initiatives across the value chain
Enable sustainability-led decision-making for CSOs

Business impact

Centralized ESG tracking
Reduced greenhouse gas emissions
Simplified data capture and benchmarking
Improved ESG reporting aligned with regulatory frameworks

Demonstration video

Watch the following demonstration video about the solution:

Video will open in new tab or window

Prerequisites

To follow this tutorial, ensure you have:

Access to an Envizi instance
System Administrator role
Account Style Wizard enabled

Steps

1. Data model

Royal Horizon Travel manages various sustainability data.

We will create a data model to structure this information.

2. Creating account styles, groups, locations, accounts, and data

2.1 Create account styles

Envizi includes various account styles with different scopes and data types.

Create the following custom account styles:

Cus-S3-Computer-and-Electronic-Products-[USD] – Computer and electronic products [USD]
Cus-S3-Paper-and-Cardboard-[t] – Waste - Paper and Cardboard [t]
Cus-S3-Waste-Recycled-[kg] – Waste Recycled - Mixed Recyclables [kg]

The account styles will be displayed as follows:

2.2 Create groups and locations

Update the Organization columns in Envizi_SetupConfig_RHT.xlsx based on your environment.
Upload the file to create Groups and Locations.
The created Groups and Locations will be displayed on their respective screens.

2.3 Create accounts and data

Update the Organization Link, Organization, and Account Style Link columns in the following files:
- POCAccountSetupandDataLoad_RHT.xlsx
- Account_Setup_and_Data_Load-PM&C-RHT.xlsx
Upload the files to Envizi to create the Accounts and Data.
The created accounts will be available on the Accounts screen.

3. View dashboards

3.1 Organization hierarchy

The dashboard displays the organizational hierarchy with newly created Groups, Locations, and Accounts.

3.2 Account summary

Open the Account Summary page for the RHT-Baggage-Tractors-London-Transport account.
The summary page includes:
- Account name(1)
- Account style(2)
- Total consumption(3)
- Monthly consumption(4)
- Records from the last 12 months(5)

Records

The Records page lists all entries, including start period, end period (1), and quantity (2).

Monthly Data

The Monthly Data screen shows:

Month of the record (1)
The consumption amount (2)
Emission amount (3)
The emission factor value applied (4)
The Factor name applied for the account (5)
The Data Type of the account (6)
The emission factor of the data type (7)
Factor source (8)

3.3 Organization-level performance

The Performance Dashboard provides emission insights for the entire organization. The filter is set to the Royal Horizon Travel group.

Groups filter (1)
Timeline (2)
Emissions of Current Period (3)
Emissions of Previous Period (4)
Variance % compared to last year (5)

3.4 Account performance

The Account Performance dashboard tracks performance at the account level.

3.5 View emission performance

The Emission Performance Dashboard shows emissions for the entire organization. The filter is set to the group Royal Horizon Travel.

You can view the Total emissions (1), scope breakdown (2), and other details.

Detailed tables for Scope 1, Scope 2, and Scope 3 are available:

Scope 1 table
Scope 2 table
Scope 3 table

3.6 Custom account styles and mapping

The dashboard displays how custom account styles are mapped to corresponding accounts.

4. Custom emission factors

4.1 Create custom emission factor

Create the following four custom factors.

Key fields to note:

Region of the custom factor (1)
Data type (2)
Factor name (3)
Total emission value of the data type (4)
Effective period (5)

4.2 View the factor mapping

The created emission factor is mapped to the Account based on Region and Effective date.

Open the Account > Monthly Data screen for the account RHT-Aircraft-Hangars-London-Electricity.
Observe the mapping:
Account: RHT-Aircraft-Hangars-London-Electricity (1)
Emission Factor: RHT-CF-UK-Factor-Electricity (2), (5)
Factor value: 0.8 (3), (6)
Region: UK (4)

Note: A weekly server refresh is required for the custom factor to take effect.

5. Programs and actions

Programs, action plans, and actions can be created for decarbonization as follows:

5.1 Create programs and actions

Create the following program.
Create an action plan for the program.
Create actions for the action plan.

Key fields to note:
- Action name (1)
- Associated location (2)
- Data type (3)

5.2 View programs summary

The Program Summary page shows various programs and their status.

6. Target setting and tracking

6.1 Create targets

Set up the target.
Enter full-period target data.
Add monthly target data.

7. Sustainability reporting manager

The Sustainability Reporting Manager helps create sustainability disclosure reports.

7.1 Create disclosure

Add a disclosure with:
- Name (1)
- Framework included (2)
- Number of questions (3)

7.2 View disclosure

Displays a disclosure with 12 GRI questions.

7.3 View question

Shows question details, including:

Name/description (1)
Response field (2)
Envizi guidance for answers (3)

8. View reports

8.1 Scope 3 emission report

The Scope 3 Emissions report provides insights into:

Scope 3 emissions (1)
Scope 1 emissions (2)
Scope 2 emissions (3)

To explore specific details:

Select Category 7 - Employee Commuting (4).
Click "Select a category" to enable drill-through navigation (5).

This will display:
Location-wise details
Data-type breakdown in graphical format

8.2 Sustainability executive report

The Sustainability Executive Report provides a comprehensive overview of:

Emissions (1)
Energy consumption (2)
Waste management (3)

The emissions section includes:

Scope 1 emissions (1)
Scope 2 emissions (2)
Scope 3 emissions (3)
Location-wise emission breakdown (4)

The Energy section displays energy consumption trends.

The Waste section provides insights into waste generation and management.

8.3 Monthly data summary report

You can apply filters to view the Monthly Data Summary Report.

The Royal Horizon Travel group is selected here.
The report displays key data insights.
Monthly data trends are shown for analysis.

Summary and next steps

IBM Envizi ESG Suite offers features that the travel and transportation industry can use for their sustainability journey.

To get more information about IBM Envizi or to try it out yourself, start your 14-day IBM Envizi ESG Suite trial. You can also request a personalized IBM Envizi demo.