Design checklist for Microsoft Sustainability Manager

How have you configured Microsoft Sustainability Manager?

  • Use the configuration guide within Microsoft Sustainability Manager to ensure that you complete the configuration steps in the recommended order.
  • Start simple and enable one scenario at a time. Run the record, report, and reduce cycle, and then expand to a new scenario.
  • Define all attributes of the organization and reference data up front.
  • Consider all operational factors for successfully recording, reporting, and reducing carbon emissions.
  • Specify units and conversions to avoid calculation errors. Observe conversion units based on activity and model units.
  • Define the solution landscape in terms of reporting needs and consider the level of granularity that you’ll need for reporting purposes.
  • Set up reference data according to regulations, conversions, and level of granularity.
  • Use connectors to business systems or other sources to enable a continuous stream of data.
  • Pay special attention to factor mappings to optimize the number of required calculation models.
  • Test your calculation models using an iterative approach with small sets of data to help make validation easier.
  • Segment your organization access by role or department and copy roles to each business unit.
  • Ensure that emission data sources and connectors meet your reliability requirements.

How have you extended Microsoft Sustainability Manager?

  • As part of your test strategy, validate the extensions to ensure they don’t negatively impact the user experience, responsiveness, performance, and how the solution behaves across different devices and platforms.
  • Ensure the extensions honor security, privacy, and compliance requirements. Ensure extensions are scalable, tested for high volume, and capable of handling peaks.
  • Align extensions with application lifecycle management (ALM) automated processes so you can build and deploy them efficiently and rapidly.
  • Ensure code and customizations follow only the documented supported techniques. Don’t use deprecated features and techniques.

How have you set your reporting and analytics strategy for Microsoft Sustainability Manager?

  • Take advantage of default reporting and embedded intelligence capabilities in the app.
  • Map out your organizational data estate to develop a holistic view of different data sources, the type of data they hold, and the schema used.
  • Define your analytics strategy and the tools to support it. Ensure your approach meets current and future reporting requirements while considering the data volumes and different sources of data.
  • Align to Common Data Model to take advantage of the standardized business applications schema for better interoperability across systems.
  • Understand the security implications when exporting data from the app to external analytical data stores. Plan for how to protect and secure your data. Provide data access only to those who truly need it.
  • Align the reporting and analytics to your broader master data management strategy.
  • Use modern data and business intelligence platforms such as Azure Synapse Analytics and Power BI to build enterprise data solutions.
  • Share the Microsoft Cloud for Sustainability data model with vendors to drive integrity for emission calculation reporting.

How have you secured your applications?

  • Be sure to set up the business unit structure properly to segment access to data and the user interface based on user responsibilities or sub-organization internal boundaries.
  • Configure Microsoft Purview to connect to and classify the services used in Microsoft Cloud for Sustainability.
  • Use non-default roles with caution and ensure backend processes don't fail due to privilege issues. For more information about user role segmentation, go to Set up user roles and access management.
  • Configure Microsoft Defender for Cloud to protect your Microsoft Sustainability Manager resources and track your security progress.
  • Configure Microsoft Sentinel to bring together signals.
  • Configure auditing, logging, and monitoring for services in use of Microsoft Sustainability Manager wherever business requires. You should evaluate the performance and storage cost implications of unnecessary logging.

How have you considered privacy and compliance in your design?

  • Identify regulatory requirements in countries/regions where operations exist.
  • Review compliance requirements and validate the alignment with the compliance offerings planned for Microsoft Sustainability Manager.
  • Review data privacy. For license terms for Microsoft Sustainability Manager, Azure, and Microsoft Power Platform, go to Online Service Terms and Microsoft Privacy Statement. To learn about the Microsoft Sustainability Manager and applicable regulatory compliance, data protection, and privacy terms and conditions, go to Legal Information.

Next steps