Platform quickstart

This path takes a new organization from sign-up to its first result, action and report.

Organization → Facility → Data → Insight → Action → Report

Tip Integrating ErgOps into your own software? Use the Developer quickstart instead.

1. Get into your organization#

Create an account and set up your company, or accept an invitation from your team. Company workspaces are approved by ErgOps before they open.

→ Create or join your organization

2. Add a facility#

Create the sites where your organization operates.

→ Add your first facility

3. Add data#

Start with electricity and natural gas for one facility and a few months.

→ Add your first data

4. Calculate and review#

Run the utility carbon calculation and look at the results in your inventory and on the Overview.

→ Build a carbon inventory · Understand the Overview

5. Find a priority#

Check Sustainability Health and your data quality to see what needs attention first.

→ Sustainability Health · Review data quality

6. Set a target and act#

Set a reduction target, then create an action with an owner and a date.

→ Set targets · Create sustainability actions

7. Report#

Prepare a report for management or publish selected results.

→ Prepare a report · Publish a sustainability page

8. Invite your team#

Give colleagues the right role and facility access.

→ Invite and manage team members