diff --git a/pages/impact_categories/operational.md b/pages/impact_categories/operational.md
index 6a85250..02a1bd1 100644
--- a/pages/impact_categories/operational.md
+++ b/pages/impact_categories/operational.md
@@ -75,7 +75,10 @@ The emissions associated with cloud platform services like compute, storage, and
[Read more about cloud services.](/technology-categories/cloud)
{% include linkedHeading.html heading="SaaS" level=3 %}
-Software-as-a-Service (SaaS) applications.
+
+The emissions associated with Software-as-a-Service (SaaS) applications. These are fully-managed services which are hosted by a third-parties and may be located on-premises or in the cloud. There are a lot of factors which determine the emissions due to these services and typically organisations do not have a lot of visibility.
+
+[Read more about Software-as-a-Service.](/technology-categories/saas)
{% include linkedHeading.html heading="Managed Services" level=3 %}
Managed Security Operations, IT support and data backup services.
diff --git a/pages/technology_categories/saas.md b/pages/technology_categories/saas.md
index b26c153..565279a 100644
--- a/pages/technology_categories/saas.md
+++ b/pages/technology_categories/saas.md
@@ -4,13 +4,13 @@ title: Software as a Service (SaaS)
permalink: /technology-categories/saas
redirect_from:
- /information/saas
-published: false
+published: true
---
-# Software as a Service (SaaS)
+# Software as a Service (SaaS)
SaaS is application software that is provided as a remote service by a vendor, usually including a web interface but can also include mobile and/or other UIs or be an API-only service.
-The differentiating factor compared to Cloud IaaS is that there is no physical or virtual infrastructure to be managed so dev-ops concerns such as OS updates, server provisioning and scaling are all managed by the service provider. Further, unlike PaaS there is no app development/deployment/testing to be managed.
+The differentiating factor compared to Cloud IaaS is that there is no physical or virtual infrastructure to be managed so dev-ops concerns such as OS updates, server provisioning and scaling are all managed by the service provider. Further, unlike PaaS there is no app development/deployment/testing to be managed.
There are tens of thousands of examples of SaaS products but a few well known ones include:
@@ -25,87 +25,103 @@ There are tens of thousands of examples of SaaS products but a few well known on
| Payments | Stripe, Adyen |
-This page focuses specifically on SaaS but be aware that some providers such as Salesforce also span the Platform as a Service (PaaS) space where they provide a platform to run apps as well as providing SaaS apps running on that platform such as the core Salesforce CRM app. Similarly, cloud platforms such as AWS, Azure and GCP mainly provide cloud Infrastructure as a Service in the form of VMs and networks and storage but also provide many SaaS products that run on that infrastructure.
+This page focuses specifically on SaaS but be aware that some providers such as Salesforce also span the Platform as a Service (PaaS) space where they provide a platform to run apps as well as providing SaaS apps running on that platform such as the core Salesforce CRM app. Similarly, cloud platforms such as AWS, Azure and GCP mainly provide cloud Infrastructure as a Service in the form of VMs and networks and storage but also provide many SaaS products that run on that infrastructure.
{% include linkedHeading.html heading="SaaS Categories" level=2 %}
-On the main TCS graphic SaaS appears under Category C as operational emissions from an organisation delivering a service, albeit indirect ones where a third party has been employed to deliver part of the service. In additional to this there may be Category D and Category O emissions associated with SaaS.
+On the main TCS graphic SaaS appears under Category C as operational emissions from an organisation delivering a service, albeit indirect ones where a third party has been employed to deliver part of the service. In additional to this there may be Category D and Category O emissions associated with SaaS.
-**Category O** Where a SaaS product has a front-end component that is used by members or employees of an organisation, then the use of the front-end on a laptop or mobile device will incur operational emissions - typically Scope 2 from the organisation's energy use but can also be Scope 3 where the user is working remotely.
+**Category O** Where a SaaS product has a front-end component that is used by members or employees of an organisation, then the use of the front-end on a laptop or mobile device will incur operational emissions - typically Scope 2 from the organisation's energy use but can also be Scope 3 where the user is working remotely.
-**Category D** Where a SaaS product has a front end component that is used by the end-users, e.g. public consumers, then the use of the front-end on a laptop or a mobile device will incur downstream emissions.
+**Category D** Where a SaaS product has a front end component that is used by the end-users, e.g. public consumers, then the use of the front-end on a laptop or a mobile device will incur downstream emissions.
{% include linkedHeading.html heading="Why does SaaS matter" level=2 %}
The use of SaaS has been growing rapidly over the last decade[^1] and is expected to continue to do so. Statista has it as growing from 30Bn to 200Bn in just under ten years globally and this means it makes up an important part of technology emissions.
-Cloud Zero references a State of SaaS report that has companies with < 500 employees using over 200 SaaS products whereas Dev Squad reports slightly different 130 products per company (no size specified so likely an average across all). They also state that "70% of software used by todays companies are SaaS".
+Cloud Zero references a State of SaaS report that has companies with < 500 employees using over 200 SaaS products whereas Dev Squad reports slightly different 130 products per company (no size specified so likely an average across all). They also state that "70% of software used by todays companies are SaaS".
-Whatever the precise number it is clear that companies use a lot of SaaS products and in fact they often make up a significant majority of all the tech products. This means that if one only looks at on-prem and cloud resources then it's likely a significant amount or even majority of tech emissions will be missed.
+Whatever the precise number it is clear that companies use a lot of SaaS products and in fact they often make up a significant majority of all the tech products. This means that if one only looks at on-prem and cloud resources then it's likely a significant amount or even majority of tech emissions will be missed.
{% include linkedHeading.html heading="The potential of SaaS for sustainability" level=2 %}
-SaaS products have a couple of potential sustainability advantages over in-house created and operated software: multi-tenancy and no development + support duplication. This assumes all else being equal such as the SaaS vendor's data centre being of a similar carbon intensity or less than any data centres or cloud services that the purchasing organisation is using.
+SaaS products have a couple of potential sustainability advantages over in-house created and operated software: multi-tenancy and no development + support duplication. This assumes all else being equal such as the SaaS vendor's data centre being of a similar carbon intensity or less than any data centres or cloud services that the purchasing organisation is using.
### Multi-tenancy
-SaaS products are typically multi-tenant where many users share the same servers and database. This means that infrasture will typically be heavily utilised and won't have periods of doing no work like a dedicated physical server or even dedicated cloud VM might.
+SaaS products are typically multi-tenant where many users share the same servers and database. This means that infrastructure will typically be heavily utilised and won't have periods of doing no work like a dedicated physical server or even dedicated cloud VM might.
-How much of an advantage this is depends on how an organisation runs software. Where an organisation uses dedicated hardware for an application then there is likely a notable gain here. On the other hand where an application cluster like Kubernetes is used then the advantage is less because this also permits high utilisation. Even so, the use of SaaS generally ensures all components including the DB are shared, which isn't always the case for in-house cloud apps.
+How much of an advantage this is depends on how an organisation runs software. Where an organisation uses dedicated hardware for an application then there is likely a notable gain here. On the other hand where an application cluster like Kubernetes is used then the advantage is less because this also permits high utilisation. Even so, the use of SaaS generally ensures all components including the DB are shared, which isn't always the case for in-house cloud apps.
-There are exceptions where this dosn't apply; somtimes for regulatory reasons an organisation may have their own instance of the SaaS stack or parts of it and so resources may be under utilised even for a SaaS product.
+There are exceptions where this dosn't apply; sometimes for regulatory reasons an organisation may have their own instance of the SaaS stack or parts of it and so resources may be under-utilised even for a SaaS product.
### No development duplication
By using a SaaS product rather than creating and/or running it's own software, an organistion is avoiding duplicated effort that would include the writing of code, support of that code and build/deployment. In short this means less people (and so typically less offices), less supporting software, less laptops and other hardware like build machines.
-Put another way, the development, deployment and maintenance of software comes with an environmental cost as well as the running of software and so if many organisations make use of a single SaaS product then this is only incurred once rather than per organisation.
+Put another way, the development, deployment and maintenance of software comes with an environmental cost as well as the running of software and so if many organisations make use of a single SaaS product then this is only incurred once rather than per organisation.
{% include linkedHeading.html heading="Measuring SaaS" level=2 %}
-The nature of SaaS makes measuring problematic for working out the emissions related to a single organisation's activities; the very point of SaaS is that the implementation is hidden and not something that the user needs to know about. Further, as already mentioned, it is usually multi-tenant which means many organistions are sharing the same hardware. This wouldn't be a problem if the SaaS provider dealt with this and gave each organisation the emissions attributable to them, but unfortunately at the moment SaaS providers don't generally provide this attribution. A sample of ten well known SaaS providers including some of the examples mentioned above were looked at and although many had sustainability policies and reported on their own total emissions they don't break this down and provide each consumer with the individual consumer's proportion of the org's emissions.
+The nature of SaaS makes measuring problematic for working out the emissions related to a single organisation's activities; the very point of SaaS is that the implementation is hidden and not something that the user needs to know about. Further, as already mentioned, it is usually multi-tenant which means many organistions are sharing the same hardware. This wouldn't be a problem if the SaaS provider dealt with this and gave each organisation the emissions attributable to them, but unfortunately at the moment SaaS providers don't generally provide this attribution. A sample of ten well known SaaS providers including some of the examples mentioned above were looked at and although many had sustainability policies and reported on their own total emissions they don't break this down and provide each consumer with the individual consumer's proportion of the org's emissions.
-The reason for this is that it is challenging to do whether a SaaS vendor runs in the cloud or on-prem. Hundreds or thousands of consumers of a SaaS service may all be hitting the same application services and databases but physical hardware and cloud energy measurement can only be done at the machine level meaning it's very difficult for vendors to attribute. Proxy measures could be used such as number of API requests per consumer but there are issues here such as not all requests being equal in energy usage. Therefore it is unlikely that SaaS vendors will start providing per consumer carbon reports until the tooling improves.
+The reason for this is that it is challenging to do whether a SaaS vendor runs in the cloud or on-prem. Hundreds or thousands of consumers of a SaaS service may all be hitting the same application services and databases but physical hardware and cloud energy measurement can only be done at the machine level meaning it's very difficult for vendors to attribute. Proxy measures could be used such as number of API requests per consumer but there are issues here such as not all requests being equal in energy usage. Therefore it is unlikely that SaaS vendors will start providing per consumer carbon reports until the tooling improves.
-Given these challanges, for now it falls on the consumer of a SaaS service to to obtain carbon emissions to approximate the emissions associated with its use of the serice. There is no official government or GHG Protocol recommended way to do this but a few options are presented shortly. These are just suggestions and its important that whatever approach is taken there's transparency about the method.
+Given these challanges, for now it falls on the consumer of a SaaS service to to obtain carbon emissions to approximate the emissions associated with its use of the service. There is no official government or GHG Protocol recommended way to do this but a few options are presented shortly. These are just suggestions and its important that whatever approach is taken there's transparency about the method.
-Before going into some of the possibilites it's useful to think about what information is available for use of SaaS.
+Before going into some of the possibilities it's useful to think about what information is available for use of SaaS.
{% include linkedHeading.html heading="The data available" level=3 %}
-If a SaaS product is effectively a black box then this raises the question of what data, if any is available tha could help in a CO2e emissions estimation.
+If a SaaS product is effectively a black box then this raises the question of what data, if any is available tha could help in a CO2e emissions estimation.
-The following table lists the main data points that may be available:
+The following table lists the main data points that may be available:
-| **Fact** | **How it's known** |
-| - | - |
-| Data transferred | Browser stats or metrics on backend to backend call |
-| Front-end emissions | Measurement |
-| Number of requests and request times | Browser stats or metrics on backend to backend call |
-| Location | Service location often published as has regulatory implications. Also can be reverse looked up via IP (but could be misleading if intermediary like a CDN is inbetween the client and servers) |
-| Database | May be published in tech documents |
-| High level architecture | May be published in tech documents |
+| **Fact** | **How it's known** | **Likely to be known?** |
+| - | - | - |
+| Total spend | How much is spent with the SaaS supplier | Yes |
+| Data transferred | Browser stats or metrics on backend to backend call | Yes |
+| Front-end emissions | Measurement | Yes |
+| Number of requests and request times | Browser stats or metrics on backend to backend call | Yes |
+| Data stored | Reported by SaaS or tracked by company | Yes |
+| Location | Service location often published as has regulatory implications. Also can be reverse looked up via IP (but could be misleading if intermediary like a CDN is inbetween the client and servers) | No |
+| Database | May be published in tech documents | No |
+| High level architecture | May be published in tech documents | No |
-The first 3 are the most likely to be known as they are fully in the control of the organisation using the SaaS product.
-Be aware that request time is not necessarily processing time and will depend on the location of the end user - this is discussed more later.
+The first 5 are the most likely to be known as they are fully in the control of the organisation using the SaaS product.
+Be aware that request time is not necessarily processing time and will depend on the location of the end user - this is discussed more later.
-The final two items around tech implementation can help decide on any scaling factors and/or can be used to see how closely the SaaS service resembles some other known systems for which data can be obtained. In other words they can make an estimate slightly less naive and more rooted in reality.
+The final two items around tech implementation can help decide on any scaling factors and/or can be used to see how closely the SaaS service resembles some other known systems for which data can be obtained. In other words they can make an estimate slightly less naive and more rooted in reality.
{% include linkedHeading.html heading="Measurement/estimation methods" level=3 %}
-Given the data above there are a few methods available for measuring and estimating SaaS emissions. These are summarised below including some links to resources where available. In some cases there is no industry standard mechanism and expert help may be beneficial where the organisation isn't experienced in these measurements and approximations.
+Given the data above there are a few methods available for measuring and estimating SaaS emissions. These are summarised below including some links to resources where available. In some cases there is no industry standard mechanism and expert help may be beneficial where the organisation isn't experienced in these measurements and approximations. Whichever methodology is used it's important to be transparent about how you have arrived at your estimates when they are published.
+{% include linkedHeading.html heading="Spend-based carbon estimation" level=4 %}
-**Sustainable Web Design method**
+A common approach to estimating emissions for suppliers is to use information about how much money has been spent with a provider to work out rough emissions. This works on the assumption that the more money you spend with a supplier the greater the proportion of the emissions of that supplier are attributable to you. For example, if you buy a ticket on a plane a certain fraction of the plane's (and ultimately airline's) emissions are associated with your company. If you buy ten tickets the fraction of emissions attributable to your organisation is ten times higher.
-This is an approximation method promoted by Sustainable Web Design (SWD) Community Group and published on sustainablewebdesign.org. The method is specifically about websites but parts of it can be adapted for other uses. It covers all aspects of a service from the front-end through to embodied carbon on the server and although it provides one number as an output this can be split if only part of the estimate is of interest. The input to this method is the number of GBs transferred.
+To do this calculation requires an emissions factor which is a single number with a unit of CO2e per amount of currency spent (e.g. kgCO2e per dollar spent). These figures are worked out based on research and published as databases such as the BEIS emissions factors. You can then take your total spend and simply multiply it by this factor to get an estimate.
-**Shift Project 1 Byte method**
+This isn't a perfect way of working out emissions since these are industry-wide figures which don't take into account how sustainable the supplier is or what you are using the SaaS to do. It is also sensitive to the supplier's pricing model, for example, if you negotiate a bulk discount from the SaaS then this method would show that you have lower emissions which would not be the case. It is nonetheless a useful way of getting a defensible ballpark figure in the absence of real data from the supplier.
-This is provided by The Shift Project which is a European think tank centred in Paris that is working towards a post carbon economy.
+Finding suitable emission factors can be challenging but Climatiq provides a searchable database of vetted emissions factors from sources like the UK and US governments as well as the International Energy Agency. The emission factor used and it's source should always be cited in emissions reporting.
+
+{% include linkedHeading.html heading="Website carbon estimation methods" level=4 %}
+
+{% include linkedHeading.html heading="Sustainable Web Design method" level=5 %}
+
+This is an approximation method promoted by Sustainable Web Design (SWD) Community Group and published on sustainablewebdesign.org. The method is specifically about websites but parts of it can be adapted for other uses. It covers all aspects of a service from the front-end through to embodied carbon on the server and although it provides one number as an output this can be split if only part of the estimate is of interest. The input to this method is the number of GBs transferred.
+
+{% include linkedHeading.html heading="Shift Project 1 Byte method" level=5 %}
+
+This is provided by The Shift Project which is a European think tank centred in Paris that is working towards a post carbon economy.
It is similar to the SWD methodology in that it is based around data transfer, but the methodology to come to an emissions per byte of data transferred is different. See for more info.
+{% include linkedHeading.html heading="Further refinement of estimations" level=4 %}
+
+The SWD and 1-byte methods are primarily based around quantity of data transferred. This has in part been chosen as a proxy metric for the issue of bloaded page weights. Large page weight is a major factor in emissions from end-user devices, servers, networking equipment and also the cause of rapid end-user device turnover. Therefore, optimising the page weight of a website can make it more sustainable. This might not be the largest factor in some cases (some of which are discussed below). With some knowledge of the specifics of a particular website or SaaS product it may be possible to take into account the most significant factors. This provides a better picture of emissions and can make carbon optimisation efforts more effective.
-**Server only emissions - request time based methods**
+{% include linkedHeading.html heading="Emissions from the backend" level=5 %}
-The SWD and 1-byte methods are primarily based around quantity of data transferred but this isn't always a fair representation of the processing time on the server. For example it may be that a number of data sources (e.g. multiple DB tables or separate services) need to be queried in order to fetch a lot of data that is then aggregated down to just a few values resulting in a small returned payload.
+It may be that a number of data sources (e.g. multiple DB tables or separate services) need to be queried in order to fetch a lot of data that is then aggregated down to just a few values. This will result in a small returned payload and an underestimation of emissions when using estimates purely based on data transfer quantity.
An alternative way to capture the server emissions component, at least for synchronous requests would be to do an approximation around request time which will often be captured in metrics.
@@ -113,21 +129,22 @@ An alternative way to capture the server emissions component, at least for synch
There is no common methodology in the literature for this, but by assuming request structures like the above (ideally aided with some high level knowledge of the SaaS architecture) it may be possible to derive some very approximate numbers for the SaaS emissions.
-**Front-end only emissions**
+Sometimes the work involved in fulfilling a request will be quite different to both the the data transferred and the request time. e.g. consider a case where some form of workflow is kicked off via a short call with just a few fields (e.g. a user ID and workflow ID) and then returns almost immediately to say request accepted but then proceeds to do a lot of work. Consider use cases such as a video copy from one place (i.e. not directly returning to the user on the API) to another or the dropping of user records asynchronously in an SFTP location.
+
+Another example would be the use of a machine learning tool or analytics service such as Snowflake where an API call results in a very expensive query across all the data. In such cases different bespoke methodologies may be needed - this is obviously not easy to estimate and so a judgement call should be made as to whether the analysis is worth it, i.e. is the particular operation expensive enough and used often enough to significantly move the needle on the total emissions. Workflows with lots of waits, e.g. on human intervention are the most complex thing to analyse because of their stop start nature. Other causes such running an expensive query may be estimated via time to complete, rather than the API response time if this is visible and can be captured, e.g. via time for an email or some other notification to arrive saying the work is done.
+
+{% include linkedHeading.html heading="Emissions from the front-end" level=5 %}
Many SaaS products include web and mobile interfaces that may be targetted at admin users and general users of the service and this part of the SaaS emissions. Although this is accounted for in the SWD and 1-Byte methods it can also be measured more accurately separately in standard ways such as:
* browser energy measurements, e.g. via Firefox Profiler functions
* device measurements via a power meter
-These measurements aren't practical to do on all user devices all the time and so representative use cases should be found in order to carry out the measurements.
+These measurements aren't practical to do on all user devices all the time and so representative use cases should be found in order to carry out the measurements.
-**Workflows and asynchronous work**
+{% include linkedHeading.html heading="Emissions due to data storage" level=5 %}
-Sometimes the work involved in fulfilling a request will be quite different to both the the data transferred and the request time. e.g. consider a case where some form of workflow is kicked off via a short call with just a few fields (e.g. a user ID and workflow ID) and then returns almost immediately to say request accepted but then proceeds to do a lot of work. Consider use cases such as a video copy from one place (i.e. not directly returning to the user on the API) to another or the dropping of user records asynchronously in an SFTP location.
-
-Another example would be the use of a machine learning tool or analytics service such as Snowflake where an API call results in a very expensive query across all the data. In such cases different bespoke methodologies may be needed - this is obviously not easy to estimate and so a judgement call should be made as to whether the analysis is worth it, i.e. is the particular operation expensive enough and used often enough to significantly move the needle on the total emissions. Workflows with lots of waits, e.g. on human intervention are the most complex thing to analyse because of their stop start nature. Other causes such running an expensive query may be estimated via time to complete, rather than the API response time if this is visible and can be captured, e.g. via time for an email or some other notification to arrive saying the work is done.
+Data storage is likely to make up a larger proportion of the emissions in certain situations. For example, in data warehousing solutions such as Snowflake or Databricks. In these cases it will be beneficial to factor emissions due to storage into the estimations. This can be done by locating a suitable emission factor as kgCO2 per GB stored and multiplying this by the estimated quantity of data stored in the SaaS. Determining the cloud provider and region in use by the SaaS and locating a suitable emission factor is ideal. The quantity of data stored may be directly available in the SaaS UI or can be estimated based on typical use of the product. If multiple copies of the data exist for backup or redundancy purposes or if you're aware the provider uses compression on the data then these factors can be taken into account.
{% include linkedHeading.html heading="References" level=3 %}
[^1]: [https://www.fortunebusinessinsights.com/software-as-a-service-saas-market-102222](https://www.fortunebusinessinsights.com/software-as-a-service-saas-market-102222)
-