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AI data tools in Scaler

An overview of Scaler’s AI-powered tools that support data validation, analysis, forecasting, and decision-making across ESG workflows.

Purpose of this article

This article explains how Scaler’s AI data tools support ESG data quality, analysis, and action. It outlines where each tool lives in the platform, what data it uses, and when to use it.


Overview

Scaler’s AI data tools support users across the full ESG data lifecycle — from data input and validation, through analysis and forecasting, to decision support.

These tools leverage asset- and portfolio-level data already stored in Scaler to:

  • Improve data accuracy and consistency
  • Reduce manual review effort
  • Highlight risks, outliers, and opportunities
  • Provide actionable insights directly within the platform

All AI features operate fully within Scaler’s secure infrastructure.


Luc van de Boom, CIO, gives a tour of Scaler’s AI features:

  1. AI Sustainability Advisor: Lumi → min 3:50 & 10:00
  1. AI Analysis (Graph Insights) → min 6:13
  1. AI Roadmap Measure Suggestions → min 7:47
  1. AI Data Quality Report → min 11:10
  1. AI Forecasts → min 12:44
  1. Bill Scraping & Verification → min 13:50
 

AI sustainability advisor (Lumi)

Purpose

To allow users to query portfolio data and Scaler documentation using natural-language prompts, directly within the platform.

Location

  • Home
  • Analytics Portal → Portfolio → Asset List (Lumi search bar at the top of the table)

What Lumi can do

  • Answer questions about portfolio performance, risks, and trends
  • Explain metrics, scores, and calculations used in Scaler
  • Surface relevant Knowledge Base content and platform guidance
Notion image

Example prompts

  • “Draft a sustainability summary comparing 2023 and 2024 data.”
  • “Which assets have the highest transition risk?”
  • “How does Scaler calculate data coverage?”

How it works

Lumi references your portfolio dataset and Scaler’s internal documentation to generate context-aware responses.

Responses are stored temporarily and never leave Scaler’s secure AWS environment.

Notion image

AI analysis (graph insights)

Purpose

To automatically interpret charts and generate contextual insights, explanations, and next steps.

Location

Analytics Portal → Portfolio → Analytics

Select a chart → click AI Analysis (bottom-right of the chart)

What it does

  • Analyses the underlying data used in the selected graph
  • Produces a short, contextual explanation
  • Highlights focus areas or anomalies
  • Suggests potential follow-up actions

Supported graphs

  • Energy use intensity
  • Total energy consumption
  • Energy data coverage
  • GHG emissions intensity

AI Roadmap measure suggestions

Purpose

To identify and recommend potential efficiency or decarbonisation measures automatically.

Location

Data Collection Portal → Portfolio → Roadmaps → Add measure → AI Measure Suggestion button

Data inputs used

  • Energy, fuel, and heating consumption
  • Solar production
  • Building age and type
  • Location and climate zone
  • Historical roadmap measures
Notion image

Outputs

  • Suggested measures with estimated EUI or GHG reduction
  • Indicative cost and payback estimates
  • Alternative options (e.g. insulation, heat pumps, window replacement)

Actions

  • Apply suggestions directly to the roadmap
  • Create a group of measures for an asset
  • Generate a carbon-saving measure
  • Request partner advisory support for validation or deeper analysis

AI data quality report

Purpose

To automatically identify anomalies, outliers, and inconsistencies before reporting or audits.

Location

Analytics Portal → Portfolio → Asset List → Data outliers tab

Click AI Analysis at the top of the table

What it does

  • Scans datasets at portfolio level
  • Flags high-risk assets with severity indicators
  • Identifies likely causes (e.g. meter issues, inconsistent readings)
  • Suggests corrective actions

Best use case

Run before generating reports to support data integrity and audit readiness.

Notion image

AI forecasts

Purpose

To estimate missing or incomplete consumption data at meter level.

Location

Data Collection Portal → Portfolio → Asset List → edit → Meters & Consumption → Meter consumption

How it works

  • Identifies meters with missing consumption data
  • Uses historical trends to project likely values
  • Populates suggested values directly in the entry view
  • Allows users to review, edit, or accept before saving

Example:

If a meter’s last 3 years show a consistent trend, the AI forecast auto-fills next year’s expected consumption for validation.

Availability

  • Energy
  • Water
  • Waste

Bill scraping and verification

Purpose

To automate invoice data extraction and reduce manual data entry.

Location

Data Collection Portal → Portfolio → Asset List → edit → Meters & Consumption → Meter consumption → Paperclip icon

Process

  1. Upload a PDF utility invoice at a meter consumption entry
  1. AI extracts key fields (meter ID, billing period, consumption, cost)
  1. Extracted values populate the relevant fields
  1. Optionally connect to Scaler’s verification partners

Advantages

  • Saves time
  • Reduces transcription errors
  • Supports consistent, auditable data entry
  • Integrates with manual and API-based workflows

Security and privacy

  • All AI tools operate entirely within Scaler’s AWS environment
  • No external AI APIs are used
  • Data remains regionalised and compliant with GDPR, SOC 2, ISAE 3000, and ISO 27001

Best practices

  • Review AI-suggested forecasts and measures before approval
  • Use AI data quality reports regularly to monitor anomalies
  • Use Lumi for quick internal queries and orientation
  • Enable verification workflows for audit-ready portfolios
 

 
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