Overview
This guide covers the three steps to process business travel data: aligning with client-specific requirements, categorizing activities using the appropriate module (E2E or R& M), and reviewing the results for quality.
Key use cases
Processing business travel data for a new reporting year
Rebaselining historical data to apply updated emission factors
Reviewing flagged duplicates and data quality issues
1. Align with client requirements
Before processing, check whether the client has specific requests (e.g., adding new vehicle types or fuel types).
If the request is recurring and useful to other clients, a product request should be created first to assess feasibility.
For very specific needs (helicopter, private jet), use a custom advanced module instead.
2. Process the data
The goal is to associate each travel activity with the most suitable emission factor.
⚠️ If working on a multi-year account, check the Rebaselining section below before starting.
Automatic processing (E2E module)
No manual processing required — the module handles categorization automatically.
Rebaselining
Rebaselining applies the latest emission factors to the base year and ensures categorization is consistent across years — enabling reliable year-on-year emission comparisons.
Before starting:
Check if a similar analysis exists for previous years.
Confirm with the deal owner / client whether rebaselining is planned.
Ensure module consistency across years (e.g., avoid mixing Advanced and E2E modules for the same category between the base year and the current year).
⚠️ Do not proceed with rebaselining without aligning with the deal owner/client on specifics (custom emission factors, EF exclusions, PC overrides, etc.)
Automatic rebaselining (E2E module): The algorithm takes previous studies into account and adapts its categorization suggestions automatically — simply upload the data and follow the module's process.
3. Review the data
After uploading, go to the "2. Review" section to check two things:
Duplicate expenses: The platform flags potential duplicates displayed as XX [TO UPDATE]. Review them and mark as duplicates any expenses linked to activity data already uploaded in the module.
Data Quality checks: Activity data that deviates from expectations is flagged here. If no checks appear, everything is valid. Otherwise, review and make corrections as needed.
FAQs
Can we add new vehicle types or fuel types?
If the request is recurring and likely useful to other clients, it may be added to the platform — but a product request should be created first to assess feasibility. For very specific needs (e.g., helicopter, private jet), use a custom advanced module instead.