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SaaS · GHG Accounting · Sustainability

Turning GHG data collection from a spreadsheet chase into one dashboard an organisation can act on.

UI/UX DesignData Collection + DashboardBevolve Platform
The Bevolve GHG Dashboard: emissions summary, intensity, emissions by facility and compliance readiness, then savings, path to net zero and the breakdown by category

Product GHG Accounting, Bevolve Platform

The part of Bevolve's sustainability platform where a company collects data from its facilities, calculates the greenhouse gas emissions they produce, and sees the result in one dashboard: emissions by facility and overall, savings against target, compliance readiness, and the path to net zero.

UI/UX Design Lead for the data collection flow and the GHG dashboard
role
Lead designer, with 3 designers and 6 developers
team
18 months
timeline
Data collection · Emission records · Facilities · GHG dashboard
scope

Problem Collect, Calculate, Roll Up

To measure its footprint, a company has to gather activity data from every facility, calculate the emissions each one produces, and then roll everything up to an organisation-level view. Before this module, that process was complex, manual, and hard to keep on top of.

Solution Collect Once, See Everything

I designed data collection screens that make providing facility data straightforward, including drag-and-drop uploads that Bevolve AI reads, with emissions calculated for you and brought together in a single GHG dashboard.

Result One View of the Footprint

Emissions by facility and overall, savings against target, compliance readiness, and the path to net zero, all in one dashboard view.

3 scopes
In one emissions summary
Scope 1, 2, and 3
5 frameworks
Compliance readiness
GRI 305, BRSR, CDP, SASB, and CSRD
The brief

Help a company with many facilities measure its footprint without a spreadsheet chase.

Bevolve's clients report their greenhouse gas emissions to frameworks such as GRI 305, BRSR, CDP, SASB and CSRD. The raw data sits with the people running each facility, in fuel bills, electricity invoices, travel claims and spreadsheets. Before this module, getting it into one inventory was manual, slow and hard to keep on top of.

The brief was to let a company collect that data on the platform, have the emissions calculated for them, and see where they stand in one place. I led the design for the data collection flow and the GHG dashboard, with 3 designers and 6 developers, over 18 months.

Research

Start with how the data really arrives

who holds it, in what form, and who has to trust it
Stakeholder interviewsPersonasSketchingJourney mappingClient feedback

I ran stakeholder sessions with Bevolve's sustainability consultants and product team, who work with client companies every day, to map how clients collected their data before the platform. Most of it travelled as email attachments and shared spreadsheets, and someone retyped every value.

Three insights that shaped the design
Insight 1

Data arrives as documents, not numbers

Facility teams already had bills, invoices and spreadsheets. Retyping each value into a form was where most of the delay and the errors came from.

Insight 2

A number nobody can trace is a number nobody signs off

Analysts and their assurance partners need to know where every value came from and who approved it, before it goes into a report.

Insight 3

Leaders ask their questions in a fixed order

How much are we emitting, where, are we compliant, and are we on track. The dashboard had to answer them in that order.

Users

Three personas, one inventory

each one touches the same record at a different moment

I turned what we learned from the consultants into three personas in FigJam. The operational user hands the data over, the analyst checks and reports it, and management acts on the result. Every screen in the module was reviewed against them.

Persona John, logistics manager: photo, bio and personality sliders
More about John: interests, influences, goals, challenges, motivations, pain points and frustrations
Designed forHanding over a month of bills in the format he already has: one bulk upload, with the facility and emission type set once.
Journey map

Where the old process broke down

from a bill in a drawer to a number in a report
GatherEnterCheckCalculateReport
DoingFacility teams collect bills, invoices and travel claims for the periodValues are typed into a spreadsheet or form, one line at a timeSomeone at head office checks the numbers against the sourceActivity data is converted to tonnes of CO2e by scopeTotals are rolled up for leadership and frameworks
PainFiles arrive by email in different formats, often lateSlow and error-prone retypingNo link back to the original billWrong scope or category means a wrong totalWeeks of rework before anyone sees a result
Design responseOne upload page for spreadsheets, PDFs and images, per facilityAI reads the files and drafts the recordsEvery record previewed, with an evidence link, and approved before it countsEmission type, scope and category set on each recordOne dashboard, updated as records are approved
Reframing the problem

From "add a data entry form" to a question about trust

The first ask was a better way to enter emission data. Research moved the focus from the form to the whole life of a record: how it gets in, who checks it, and whether the final number can be trusted.

How might we
How might we let each facility hand over its data once, in the form it already has, and give analysts and managers numbers they can trust and act on?
In scope
  • Emission records for activity, spend and direct data
  • Bulk and AI-read uploads
  • Review and approval
  • The GHG dashboard
  • Peer comparison on the dashboard
Later
  • A facility-only view of data collection tasks
User flow

The life of an emission record

from a dropped file to a number on the dashboard
  1. Set the contextPick the facility and emission type once for the whole upload
  2. Drop the filesCSV, XLSX, PDF or images, or download the template
  3. AI drafts recordsEach line in the files becomes a draft emission record
  4. Preview and fixStep through every record and edit any field
  5. ReviewAccepted records go to review; rejected ones download as a file to fix
  6. ApproveApproved records update the GHG dashboard

Single records can still be added by hand with Add emission, and go through the same review.

Sketches

The flow on paper, before any UI

one sketch per step, with a note on what each screen has to do

I sketched every step of the upload flow before opening Figma, from the records list to the dashboard. The notes in the margins are the job of each screen. Getting those right on paper meant the high-fidelity work was about detail, not direction.

Sketch of the emission records list with status tabs, a table of records and a highlighted Bulk upload button
1Emission records: one way in for every bill
Sketch of the bulk upload step with facility and emission type dropdowns and a drop zone for bills and sheets
2Bulk upload: facility and emission type set once
Sketch of three uploaded files with progress bars while records are drafted
3Reading the files, with progress for each one
Sketch of a receipt beside editable record fields, with Accept and Reject
4Preview each record next to its bill
Sketch of the review list with selected rows, upload IDs, evidence links and an Approve button
5Review in bulk, every row linked to its bill
Sketch of the GHG dashboard with total emissions, emissions by scope and facility, and a trend against target
6Dashboard: how much, where, and are we on track
Key decisions

Three decisions that shaped the experience

Decision 1

Make the upload the main path, and the form the fallback

Facility teams already had their data in files, so uploading became the primary action and Add emission the secondary one. The facility and emission type are set once per upload, a template is one click away, and an evidence field keeps the source with the data.

Bulk upload page: drag and drop area for CSV, XLSX, PDF and image files, a download template button, and facility, emission type and evidence fields
Decision 2

AI suggests, people approve

AI reading the files saves the retyping, but it never writes straight into the footprint. Every extracted record opens in a preview to check and edit. The upload screen counts what was accepted and rejected, and rejected rows download as a file to fix and send again.

Record preview modal: record 2 of 6 with facility, emission type, scope and category, editable fields and an evidence link
Upload status page: total, in progress, accepted and rejected counts, a table of extracted records and a download rejected file link
Decision 3

Make every number traceable

Each record shows when it was uploaded, which upload it came from, who created it and where it stands in review. An analyst can follow any number on the dashboard back to the bill behind it, which is what assurance needs.

Emission records table with date uploaded, upload ID, facility, emission type, scope, category, emissions, creator and review status
Leading the team

Three designers, six developers, one consistent module

I split the module between the designers by flow, data collection, emission records and the dashboard, and kept them consistent through weekly design reviews and the Bevolve design system I built. I wrote the requirements with product and engineering in Agile sprints, and ran design QA on every build before release.

Final design

From Raw Data to a Net-Zero Plan

each widget answers one question
Drag and drop upload: Excel, Word, and PDF files handed to Bevolve AI

Data collection

Drop spreadsheets, documents, or PDFs, and Bevolve AI reads the activity data out of them, so nobody retypes a meter reading.

Emissions summary donut: 8.8M tonnes CO2e across Scope 1, 2, and 3

Emissions summary

The organisation's total footprint in one number, split into Scope 1, 2, and 3.

Emission compliance readiness checklist for GRI 305, BRSR, CDP, SASB, and CSRD

Compliance readiness

Where the data stands against GRI 305, BRSR, CDP, SASB, and CSRD, at a glance.

Path to net zero chart from 2020 to 2030 with and without interventions

Path to net zero

Baseline to 2030, with and without interventions, plus offsets, so the gap to target is visible.

Breakdown by savings across energy, energy efficiency, transport, waste, and water

Savings breakdown

Which categories the reductions come from, with a toggle between savings and emissions.

Executive summary text generated with Bevolve AI

AI-written summary

Bevolve AI drafts the executive summary for reporting straight from the numbers.

Key screens

Inside the GHG Dashboard

overview first, then trends, places, and categories

The widget overview sits at the top; below it, emissions over time by facility, a map of where emissions happen, and a breakdown by category, from diesel and LPG to water and process emissions.

Outcome

Live on a platform used by around 50 client companies.

GHG Accounting is live inside the Bevolve platform. The design work helped win new clients, and the reworked onboarding made set-up faster for clients. Facility teams now hand over files instead of retyping them, and every number on the dashboard can be traced back to its source.

What I learned

With AI in the flow, the design work moves from data entry to trust. The most important screens turned out to be the preview and the review queue, not the upload itself.

What I'd do next

Let a facility manager see only their own site's data collection tasks, so the organisation-level dashboard fills in without anyone chasing spreadsheets.

Collect the data once, and the whole organisation can see where it stands on the way to net zero.