09 enterprise journey
Overview
The enterprise journey is designed for enterprise-grade compliance and precise accounting, enabling organizations to manage carbon offsets with exact quantity purchasing, scheduled retirement, and comprehensive ESG reporting.
Goal
Enable enterprises to achieve precise carbon accounting with zero wastage and audit-ready documentation.
Complete Enterprise Journey
Enterprise Onboarding
↓
Organization Setup
↓
Emissions Mapping
↓
Project Portfolio Selection
↓
Exact Quantity Purchase
↓
Scheduled Retirement Setup
↓
Automated Retirement Execution
↓
Reporting & Audit ExportsStep-by-Step Journey
Enterprise Onboarding
Actor: Enterprise Admin / Finance Team
Initial Actions:
Enterprise contacts platform or signs up
Platform creates enterprise account
Enterprise completes initial profile:
Organization name
Industry sector
Location/jurisdiction
Contact information
Tax/business ID (if required)
Compliance Checks (if required):
KYC/AML verification for organization
Business registration verification
Authorized signatory verification
Account Status: Organization profile created, setup incomplete
Organization Setup
Actor: Enterprise Admin
Actions:
Create Organization Profile:
Organization details
Logo and branding
Contact information
Billing information
Set Up Team Members (RBAC):
Add team members with roles:
Admin: Full access, can manage team
Finance: Can purchase credits, manage retirement
Auditor: Read-only access to reports and proofs
Viewer: Limited read access
Invite team members via email
Team members accept invitations and set passwords
Configure Wallet:
Option A: Connect enterprise wallet (multisig recommended)
Option B: Use platform custodial wallet
Set up payment methods (fiat, crypto, invoice)
Set Preferences:
Default retirement schedules
Notification preferences
Report formats
Compliance settings
Account Status: Organization setup complete, ready for emissions mapping
Emissions Mapping
Actor: Enterprise Admin / Finance Team
Purpose: Calculate exact carbon offset requirements
Actions:
Enter Emissions Data:
Scope 1: Direct emissions (fuel, vehicles, etc.)
Scope 2: Indirect emissions (electricity, heating, etc.)
Scope 3: Other indirect emissions (optional)
Enter by:
Period (monthly, quarterly, annual)
Category (operations, travel, supply chain, etc.)
Source (if available)
Upload Supporting Documents (optional):
Emissions reports
Audit reports
Carbon footprint assessments
Platform Calculations:
Platform aggregates emissions data
Calculates total tons CO₂ equivalent
Applies any adjustments or offsets already accounted for
Generates recommended credit quantity
Review Recommendations:
Platform suggests:
Total credits needed
Project mix recommendations (diversification)
Retirement schedule recommendations
Enterprise reviews and adjusts
Key Features:
Exact Accounting: No rounding, precise calculations
Multi-Period Support: Track emissions over time
Audit Trail: All inputs logged and verifiable
Account Status: Emissions mapped, ready for project selection
Project Portfolio Selection
Actor: Enterprise Admin / Finance Team
Actions:
Browse Available Projects:
Filter by:
Project type
Geography
Vintage year
Verifier
Methodology
View project details and PoAI status
Select Project Mix:
Option A: Manual selection
Enterprise chooses specific projects
Allocates percentage or quantity to each
Option B: System recommendations
Platform suggests mix based on:
Emissions profile
Industry best practices
Diversification
Enterprise reviews and approves
Configure Portfolio:
Set target allocation per project
Set priority projects
Set maximum price per ton (if applicable)
Set purchase schedule (one-time or recurring)
Portfolio Example:
Account Status: Portfolio selected, ready for purchase
Exact Quantity Purchase
Actor: Enterprise Finance Team
Actions:
Review Purchase Plan:
Total quantity needed: 12,437.62 tons
Breakdown by project
Total cost calculation
Payment method selection
Execute Purchase:
Option A: Single bulk purchase
Purchase all credits at once
Credits allocated to projects per portfolio
Option B: Staged purchase
Purchase in batches over time
Follows purchase schedule
On-Chain Execution:
Platform computes
amountUnits = 12437.62 * UNITCredits transferred/minted to enterprise wallet
Transaction confirmed on-chain
Credits appear in enterprise holdings
Purchase Confirmation:
Purchase receipt generated
Credits allocated to projects
Holdings updated
Purchase appears in history
Key Features:
Exact Decimals: 12,437.62 tons (no rounding)
Zero Wastage: Buy exactly what you need
Bulk Efficiency: Single transaction for multiple projects
Account Status: Credits purchased, ready for retirement setup
Scheduled Retirement Setup
Actor: Enterprise Finance Team / Admin
Actions:
Create Retirement Plan:
Retirement Schedule:
Monthly
Quarterly
Annual
Custom (specific dates)
Retirement Amount:
Fixed amount per period
Percentage of holdings
Match emissions (if linked)
Project Allocation:
Which projects to retire from
Allocation method (proportional, priority, etc.)
Configure Automation:
Option A: Fully Automated
System retires credits automatically
No manual approval required
Option B: Approval Required
System creates retirement requests
Admin/finance approves before execution
Option C: Manual Only
Enterprise triggers retirements manually
Set Retirement Policies:
Minimum retirement amount
Maximum retirement amount per period
Priority projects (retire from these first)
Certificate generation preferences
Example Retirement Schedule:
Account Status: Retirement schedule configured
Automated Retirement Execution
Actor: System (with optional manual approval)
Automated Flow:
Schedule Trigger:
Retirement date arrives
System checks retirement plan
System calculates retirement amounts per project
If Approval Required:
System creates retirement request
Notifies approvers (admin/finance)
Approvers review and approve/reject
If rejected, retirement skipped (can retry)
Execute Retirement:
System calls
retire(projectTokenId, amountUnits)for each projectContract burns credits from enterprise wallet
Emits
CreditsRetiredeventsTransactions confirmed on-chain
Certificate Generation:
Indexer listens to retirement events
Reporting service generates certificates:
Per-project certificates
Aggregate certificate (if configured)
Certificates stored and linked to retirement records
Notifications:
Enterprise notified of retirement completion
Certificates available for download
Retirement appears in history
Holdings updated
Manual Retirement (if preferred):
Enterprise triggers retirement manually
Same flow as automated, but user-initiated
Account Status: Retirements executing per schedule
Reporting & Audit Exports
Actor: Enterprise Finance Team / Auditors
Available Reports:
Retirement Certificates:
Individual retirement certificates (PDF + JSON)
Aggregate certificates (period-based)
All certificates downloadable
On-chain proof links included
Audit Trails:
Project-Level Audit Trail:
All purchases per project
All retirements per project
Current holdings per project
Transaction history
Period-Based Audit Trail:
Purchases by period
Retirements by period
Net holdings by period
ESG Reports:
Period-Based ESG Summary:
Total credits purchased
Total credits retired
Remaining holdings
Project mix breakdown
Impact metrics
Custom Reports:
Filter by date range
Filter by project
Filter by transaction type
Export formats: PDF, CSV, JSON
Compliance Documentation:
KYC/AML records (if applicable)
Transaction proofs
Certificate archive
On-chain verification links
Auditor Access:
Read-only auditor role can access:
All reports
All certificates
All audit trails
On-chain proofs
Cannot make purchases or retirements
Can export reports
Export Formats:
PDF (human-readable)
CSV (spreadsheet)
JSON (machine-readable)
Excel (formatted)
Key Features:
Audit-Ready: Complete documentation
Traceable: Every credit traced to project
Verifiable: On-chain proofs included
Comprehensive: All data exportable
UX States & Edge Cases
Org Setup Incomplete State
What Enterprise Sees:
Setup checklist
Missing items highlighted
"Complete Setup" CTA
Cannot purchase until complete
Missing Emissions Input State
What Enterprise Sees:
"Map Your Emissions" prompt
Emissions input form
Help text and examples
Cannot proceed to purchase without emissions data
Scheduled Retirement Pending Approvals
What Enterprise Sees:
Pending retirement requests list
Approval/reject buttons
Retirement details and impact
Notification badges
Audit Export Ready State
What Enterprise Sees:
"Export Reports" section
Available report types
Export buttons
Download history
Key Features for Enterprise Users
Exact Quantity Purchasing
Buy 12,437.62 tons (exact decimals)
No rounding losses
Zero wastage
Scheduled Retirement
Monthly/quarterly/annual automation
Approval workflows
Policy-based execution
Comprehensive Reporting
Retirement certificates
Audit trails
ESG reports
Compliance documentation
Role-Based Access
Admin, Finance, Auditor, Viewer roles
Granular permissions
Audit logs
Enterprise-Grade Security
Multisig wallet support
Custodial options
Compliance gates
Audit trails
Last updated