IBM Envizi ESG Suite · A guided tour for Maximo people

IBM Envizi in three use cases: from a gas bill to a sustainability disclosure

Maximo knows your assets and TRIRIGA knows your buildings. Neither will tell you how many tonnes of CO2 the company emitted last year, or produce the answer an auditor will accept. That is the job of IBM Envizi. This guide walks through it on IBM's demo organisation in three use cases: build the data foundation, report emissions, and answer a disclosure. Every number comes from the live screens.

What you will learn

What Envizi is, and how its five menus map to the work of a sustainability team.
The data model in four words: group, location, account, record.
Use case 1: the data foundation, down to one natural gas account.
Use case 2: emissions reporting: Scope 1, 2 and 3, PowerReports, performance against last year.
Use case 3: disclosures: the Sustainability Reporting Manager and its frameworks.
What happens next: programs and actions to reduce the number.

Reading time: about 15 minutes. System: IBM Envizi ESG Suite, demo organisation "Demo Corporation US".

In Maximo terms · the translation table

You know (Maximo, TRIRIGA)	In Envizi
Site, location, building	Location: a place where data is collected. 662 in the demo.
Location hierarchy, classification	Groups: several hierarchies over the same locations (by region, by business group, by portfolio)
Meter on an asset	Account (monthly bill-style data) or Meter (interval readings)
Meter reading	Record: a quantity, a cost and a period on an account
Meter type, unit of measure	Data type and account style: "Natural Gas (GJ)", "Electricity (kWh)"
Start Center, KPI	Summary pages and PowerReports (embedded Power BI)
Work order, PM, job plan	Program, action plan, action in the Optimize menu
Nothing equivalent	Emission factors, kept by Envizi, that turn kWh, litres and dollars into CO2e

1. What Envizi is

Envizi is a system of record for environmental, social and governance (ESG) data. In plain words it does four things:

Collects activity data: electricity and gas bills, water, waste, fuel, business travel, purchases.
Converts it to emissions with emission factors it maintains, and sorts the result into Scope 1, 2 and 3.
Reports it: internally in dashboards, externally in disclosures such as CDP, GRI, ESRS or TCFD.
Tracks the reduction: targets, and the programs meant to reach them.

The three scopes, in one line each. Scope 1: what you burn yourself (gas boilers, fleet fuel, refrigerant leaks). Scope 2: the electricity, heat and cooling you buy. Scope 3: everything else in your value chain, from purchased goods to business travel.

2. Five menus, one working cycle

The home page: quick links to the main objects, and the places you visit most. The context (top left) is "Whole of Organization".

Menu	What it is for	Examples on the demo system
Manage	Set up and load	Groups, Locations, Accounts, Meters; data health checks; targets and budgets; upload files
Verify	Check the money	Utility bill analytics for electricity, gas and water; budgets; bill checking
Monitor	Watch performance	Performance by scope, group or tag; emissions performance; benchmarks; meter alerts; issues
Optimize	Improve	Building energy performance; programs and actions
Report	Publish	PowerReports; scheduled reports; Sustainability Reporting Manager

The Monitor menu. Each menu opens as a panel of grouped links.

3. The data model: group, location, account, record

Object	Meaning	Demo example
Organisation	The reporting entity	Demo Corporation US
Group	A folder of locations. A location can sit in many groups.	Retail Group › Retail Properties
Location	A place: a building, a plant, or a "virtual" place for corporate data	Grand Central
Account	One stream of data of one type at one location	Natural Gas - 456789123
Record	One period of that stream: quantity, cost, dates	A month of gas in GJ and USD

Everything Envizi reports is a sum of records. The scope, the unit and the emission factor all follow from the account's data type, so choosing the right account style when you create an account is the decision that matters.

4. Use case 1: build the data foundation

4.1 Locations

Manage › Locations lists every place in the organisation, with its type and the region that decides its emission factors.

662 locations. Each column filters; the star adds a favourite.

4.2 One location: Grand Central

The location home page: 50 accounts, 20 meters, a building rating, open issues, and the same Summary, Track, Analyze and Benchmark tabs you get at every level.

4.3 The hierarchy

The icon next to the back arrow opens the organisation tree. It is the fastest way to see how data is organised.

Under Grand Central: electricity accounts of several kinds (landlord, manual reading, PPA contract, time-of-use), natural gas, water, then meters. Sibling locations follow.

The top of the same tree holds the classification groups. On the demo they include business groups, "Corporate Value Chain - Upstream" and "- Downstream" for Scope 3 data, corporate social metrics, and a group named "MREF_Maximo".

Not all data belongs to a building. Purchases, business travel and social metrics are held in accounts under corporate groups or virtual locations. That is how Scope 3 and social data live in the same model as a gas bill.

4.4 One account: the gas bill

Natural Gas - 456789123 over the last 12 months: 1,243 GJ, 5,055 USD, 100% actual data. Bars are consumption; the line is cost per GJ.

Three things on this page are worth reading closely:

Actual / Accrued / Estimated. When a bill is missing, Envizi can fill the gap with an accrual so the totals do not drop. The split tells you how much of a number is measured.
Linked meter. The account is tied to a meter, "G1 (total gas usage)".
Account style. "Natural Gas (GJ)" fixes the unit and the factor that will be applied.

Data reaches accounts in several ways: file uploads with templates (Manage › Data Files), connectors, and manual entry. Manage › Data Integrity then offers health checks by supplier, location and account.

5. Use case 2: report emissions

5.1 PowerReports

Report › PowerReports lists the Power BI reports embedded in Envizi: 60 on the demo, including one per CDP questionnaire year.

PowerReports. A report opens in its own browser tab.

5.2 The executive view

Sustainability (Executive Report), October 2025 to September 2026: emissions, energy, waste and water, each against the previous year.

The arrow on the Emissions tile opens the emissions dashboard:

Scope 1: 121,822 t. Scope 2: 167,215 t. Scope 3: 80,481 t. The table drills from group to location; the note under the total says how much of the data is actual.

Reading	Value on the demo
Total on the emissions dashboard	369,518 t CO2e, up 4.6%
Largest data type	Electricity, 47.6%
Data health	89% actual data
Largest group shown	Investment Group - Commercial Real Estate, 96,663 t

5.3 Scope 3

Scope 3 Emissions Analysis: 99.8 thousand tonnes, about a quarter of the total, split by the standard Scope 3 categories. Purchased goods and services leads with 43 thousand. This report includes category 3 lifecycle emissions, which is why its Scope 3 total is higher than the 80,481 t on the dashboard above.

Scope 3 is where most organisations start with spend data (dollars multiplied by an industry factor) and move towards supplier- and product-specific figures for the categories that matter most. The same report has pages for the accuracy of the calculation method and for data health, so you can say how good the number is as well as how big.

5.4 Performance against last year

Monitor › Emissions Performance is not a Power BI report. It is a native page, and it works at any level of the hierarchy.

Total net emissions 313,710 t CO2e against 251,591 t for the previous period: up 24.69%. The drop-downs switch the comparison to a baseline or a target.

Two totals on two screens. This page reports net emissions of 313,710 t; the emissions dashboard above shows 369,518 t. Before you quote a figure, check what each page includes: net or gross, which scopes, which period. I did not reconcile the two on the demo.

6. Use case 3: answer a disclosure

Report › Sustainability Reporting Manager opens in its own tab. A disclosure is a project: a set of questions taken from one or more frameworks, each with an assignee, a reviewer, a status and due dates.

Disclosures as cards: frameworks included, collaborators, the three due dates, and a ring showing how many questions are to do, in progress or complete.

The frameworks used across the demo disclosures: IPIECA, SASB, TCFD, ESRS, GRI, ASRS S1 and S2, IFRS S2 (ISSB), and materiality topics. A framework library lets you pick questions; "Create disclosure" starts a new project.

Inside "2026 Internal Sustainability Statement": six questions from ESRS, SASB and TCFD. The last one, TCFD.MT.RDb, asks for Scope 1, 2 and 3 greenhouse gas emissions.

That last question is where the three use cases meet. The answer to "Scope 1, 2 and 3 emissions" is not typed by a person. It is the sum of the records in the accounts of section 4, converted by the factors of section 5. The disclosure tool adds what a spreadsheet cannot: who answered, who reviewed, what was said last year, and an export to a document when the work is done.

7. After the report: programs and actions

Optimize › Programs › Summary: 25 programs, 78 action plans, 139 actions, 118 of them completed. "Scope 3 Initiatives" and "Net Zero 2030 Scope 1 and 2" carry the largest estimated savings.

An action is one initiative, for example a lighting retrofit at one building, with an implementation cost, an estimated saving in energy, money and CO2e, a status and dates. The page also checks its own data: on the demo, 45 actions have no quantitative data and 13 have no finish date.

This is the bridge to Maximo. A reduction action usually ends as work on an asset: replace a chiller, retune a boiler, fix a leak. Envizi holds the target and the measured result; the maintenance system holds the work. IBM publishes integrations between Envizi and both Maximo and TRIRIGA; they are outside this guide.

8. Things to get right early

1. Account style. It decides unit, scope and factor. A gas account created with the wrong style gives a wrong footprint that looks perfectly healthy.

2. The region of a location. Electricity factors depend on the grid region. The Locations list shows a Factor Region column for a reason.

3. Accruals. A total that is 30% accrued is an estimate. Read the Actual / Accrued / Estimated split before you publish.

4. One location, several groups. Group totals overlap by design. Add up locations, not groups.

5. Net or gross, location-based or market-based. Disclosures ask for specific variants. Know which one a screen shows.

9. Check yourself

Where does a monthly electricity bill go?

Into a record on an electricity account at the location that received the bill.

Business travel has no building. Where does it live?

In accounts under a corporate group or a virtual location, with a Scope 3 data type.

A manager asks "how sure are we of this number?" Which two things do you show?

The actual versus accrued split (data health), and for Scope 3 the calculation method behind each category.

What is the difference between a PowerReport and Emissions Performance?

A PowerReport is an embedded Power BI report that opens in its own tab. Emissions Performance is a native Envizi page that follows the hierarchy level you are on.

Written from IBM's Envizi demo organisation on 3 October 2026. The figures are demo data. The tour follows the order of IBM's own demonstration flow (data foundation, emissions, disclosures) in my own words; product behaviour on your tenant may differ with configuration and licence.