May 06, 2023 • Edward Mellor • 7 min read
Picking the right platform starts with your goals and data. Prioritise fit and time‑to‑value over feature checklists. Below is a practical framework to evaluate vendors and de‑risk your decision.
Define success in concrete terms: percentage savings, payback window, emissions targets, portfolio coverage, and reporting needs. Align stakeholders early—facilities, sustainability, IT, and finance.
List data sources (utility meters, BMS, submeters, IoT, CSV, data warehouse) and confirm native connectors or open APIs. Check latency, data quality tools, and how edge cases are handled (gaps, spikes, timezone).
Can it handle your peak data rates and multi‑site rollouts? Ask about architecture, SLAs, data retention, and performance on large portfolios.
Expect SSO (SAML/OIDC), encryption at rest/in transit, proven RBAC, audit logs, and attestations. Validate vendor processes for data privacy and incident response.
Prioritise clarity and speed. Short clicks to insight, saved views, and great search reduce training and drive adoption across roles.
Model license + onboarding + integration + internal effort. Prefer modular pricing, transparent overages, and configuration over custom builds.
Check references, roadmap, and support SLAs. Look for energy domain expertise and a delivery model that fits your team.
Run a 6–8 week pilot across 3–5 sites with clear success criteria: quantified savings, alert fidelity, workflow fit, and integration performance.
We’ll map your goals to capabilities and run a focused pilot.
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