Reconcile trades, meter data, invoices, market prices, imbalances, fees, counterparties, and settlement exceptions. Start with one site, asset class, customer program, market workflow, or operations team, then expand as renewable and distributed energy operations mature.
KEY POINTS
CHALLENGES
CAPABILITIES
We design the operational capability behind the screens, not only a list of surface-level features.
Keep energy trading settlement and reconciliation tied to sites, assets, customers, contracts, events, telemetry, evidence, and status history.
Turn distributed energy operations into repeatable alerts, checks, approvals, communications, and field workflows.
Connect energy operations with finance, field service, customer service, markets, and sustainability reporting.
SOLUTION ARCHITECTURE
The final architecture depends on your requirements, but it includes data, integrations, security, and operations as well as user-facing screens.
Screens can support operations, field technicians, finance, customer service, sales, regulators, investors, and customers.
Rules can reflect assets, sites, contracts, tariffs, grid events, customer programs, safety, and market requirements.
The model supports reporting, settlement, asset analytics, compliance, customer visibility, and future integrations.
Important integrations include monitoring, retries, reconciliation, event processing, permission mapping, and export controls.
SSO, role-based access, customer/partner permissions, audit logs, backups, data retention, deployment, and support flow are considered.
BUILD APPROACH
We choose between custom development, platform extension, and hybrid architecture based on speed, flexibility, ownership, and operating cost.
Build focused screens, workflow, data model, reporting, and administration around the renewable/distributed energy operation.
Best forTeams with unique asset, customer, market, settlement, or field workflows.
Extend DERMS, SCADA, EMS, BMS, solar monitoring, EV charging, CRM, billing, Microsoft Power Platform, Teams, SharePoint, or BI tools.
Best forTeams that want to keep familiar systems while adding workflow, visibility, and automation.
Keep source energy systems in place while adding custom dashboards, portals, mobile work, settlement checks, and integrations.
Best forProcesses spanning operations, field, finance, customers, investors, partners, and market participants.
PLATFORM INTEGRATIONS
These are possible platform choices, not a required stack. We select only what fits your existing environment and operating model.
Connect energy trading settlement and reconciliation with device status, telemetry, alarms, control events, and operational history.
Bring solar, storage, charger, and site-level data into energy trading settlement and reconciliation.
Connect customer requests, program enrollment, service cases, partner records, and sales context.
Connect invoices, credits, payments, cost centers, contracts, settlement, and revenue records.
Use site, feeder, service territory, route, outage, and field-location context.
Connect forecasts, prices, grid events, incentives, certificates, and market reference data.
Connect documents, lists, approvals, portals, and collaboration workflows.
Visualize generation, load, uptime, revenue, CO2, customer participation, and market performance.
Notify operators, field teams, finance, support, partners, and customers when action is required.
Use cloud data, APIs, storage, automation, security, and monitoring services for energy workloads.
USE CASES
CORE MODULES
WORKFLOW
Capture energy settlement record through device telemetry, forms, imports, APIs, market feeds, documents, or field updates.
Normalize records by site, asset, customer, program, contract, meter, event, period, market, or responsible team.
Review status, calculate impact, route exceptions, approve changes, notify stakeholders, and record outcomes.
Use accumulated data to improve uptime, revenue, flexibility, customer experience, reporting, and CO2 reduction.
OUTCOMES
RELATED SYSTEMS
LET'S BUILD
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