1. Stakeholders
A Tibo EMS implementation typically involves three main stakeholders. One party can hold multiple roles (for example, the partner can also be the installer).
Main stakeholders
The customer
The customer owns or operates the site and has a challenge or goal related to their energy system. They ask you, the partner, to advise on and implement a suitable solution.
The partner
The partner advises the customer on their energy system and proposed setup. In some projects, the partner may also act as:
Electrical installation company
Hardware supplier
These roles can also be fulfilled by separate third parties.
Tibo Energy
Tibo Energy provides the SaaS EMS software that:
Controls the assets at the customer’s site
Provides simulation and Digital Twin capabilities to design and compare energy solutions
Other involved parties (optional)
Depending on the project, additional stakeholders may include:
Installation company (possibly the partner)
Hardware supplier (possibly the partner)
Property owner (possibly the customer)
Grid operator, municipality, or GDS owner
Energy supplier (BRP)
Energy trading party (BSP)
Energy corporation (for EnergyHub projects)
2. Agreements
In an EMS implementation project, three main agreements are relevant:
Partnership license agreement – between Tibo Energy and the partner
EMS license agreement – between Tibo Energy and the customer
EMS implementation agreement – between the partner and the customer
2.1 Partnership license agreement (Tibo Energy ↔ partner)
A partnership license agreement between Tibo Energy and the partner should already be in place. This agreement:
Grants the partner access to Tibo EMS software
Allows the partner to create customer environments
Enables analysis and simulation of customer energy systems
If you are not yet a Tibo Energy partner, please contact our sales department.
2.2 EMS license agreement (Tibo Energy ↔ customer)
The EMS license agreement is the contract under which the customer pays a monthly fee for:
The EMS software controlling their on-site assets
Associated EMS features as specified in the offer
This agreement is generated based on the Digital Twin model of the envisioned energy system (as created by the partner).
2.3 EMS implementation agreement (partner ↔ customer)
The EMS implementation agreement covers the delivery and setup of the energy system and EMS at the site. It is established between the partner and the customer and typically includes:
Scope of work and responsibilities
Planning and milestones
Costs for installation, hardware, and configuration
If needed, the customer can also enter into separate agreements with:
A third-party installation company
A separate hardware supplier
More detailed guidelines for these agreements are included in the step-by-step section below.
3. Project responsibilities
Tibo Energy is a Software-as-a-Service (SaaS) provider and licenses the EMS control software directly to the customer. To allow communication with on-site assets, a gateway must be installed at the customer’s location.
The gateway acts like a router: it receives measurement data from assets and sends control commands to them.
Tibo Energy supplies the gateway (unless agreed otherwise).
The gateway is installed by the installation company (which can be the partner).
A one-time fee is charged for the gateway.
3.1 Tibo Energy responsibilities
Tibo Energy:
Establishes the partnership agreement with the partner
Establishes the EMS license agreement with the customer
Grants the partner access to the Tibo EMS simulation software
Grants the partner and customer access to the Tibo EMS control software and Digital Twin configuration interface
Supplies the gateway device to the partner unless specified otherwise (charges apply)
Performs the online part of the site acceptance test (SAT)
Provides support throughout the EMS implementation process
3.2 Partner & customer responsibilities
The division of responsibilities between the partner and the customer is defined in the EMS implementation agreement. Together, they are responsible for:
Establishing an EMS implementation agreement
Optionally establishing an SLA for monitoring the EMS and ensuring continuity
Defining the envisioned energy system and confirming that it meets the customer’s objectives
Purchasing and installing the new hardware, including the Tibo gateway
Installation can be performed by the partner or a third-party installation company
Configuring and fine-tuning the EMS once it is operational
This is done via the EMS configuration interface
4. Step-by-step implementation guide
4.1 Starting point: from simulation to offer
At this stage, your project at the customer’s site has been approved, and you are ready to propose and deliver a fully controlled energy system. Before moving forward, confirm the following.
Energy system analysis
Make sure:
You clearly understand the customer’s problem and goals related to their energy system
You have determined the optimal combination of assets and EMS/Digital Twin settings to achieve these goals
Digital Twin checks
Make sure:
You have created and configured a Digital Twin in the Tibo EMS simulation software that reflects the envisioned system
The correct asset manufacturer and component type are set for each asset in the Digital Twin
You have confirmed that the envisioned system meets the customer’s goals by running a simulation of at least one year
You are ready to send a quote to your customer for:
Implementation of the envisioned energy system
Setup and configuration of the EMS
4.2 Agreements
Tibo EMS license agreement (Tibo Energy ↔ customer)
Tibo Energy provides a proposal for the EMS solution to the customer. This proposal is based on:
The controllable assets at the site
The total controllable power
The Digital Twin model supplied by the partner
Pricing is calculated automatically, based on this Digital Twin. The resulting Tibo EMS license agreement includes:
Description of the EMS license and included features
Available upgrade options
Contract duration and automatic renewal terms
Subscription offer based on the calculated price
Payment terms
General terms and conditions of Tibo Energy
By clicking “Get instant quote”, an EMS license agreement is automatically generated.
Tibo EMS implementation agreement (partner ↔ customer)
The partner presents a separate proposal for implementation. This covers everything except the EMS software subscription. The EMS implementation agreement should include at least:
Project proposal and schedule
(Finalised after the technical on-site assessment)
Tasks
Conducting a technical assessment at the customer’s site
Installing new assets, wiring, and EMS gateway(s)
Configuring the Tibo EMS
Costs
Price of the gateway(s)
Cost of materials and hardware
Other project expenses
Optional: a service-level agreement (SLA) for technical management
Commercial terms
Payment terms
General terms and conditions of the partner (installation company)
Special conditions
We strongly advise including a termination clause in case the technical assessment shows that parts of the proposal are not feasible within the quoted scope and price.
The EMS implementation agreement is valid only in combination with a signed Tibo EMS license agreement.
The process only continues when:
The EMS license agreement is signed by both Tibo Energy and the customer
The EMS implementation agreement is signed by both the partner and the customer
4.3 On-site intake (technical assessment)
The on-site technical assessment is performed by the partner. Its goal is to avoid surprises during installation.
Use a structured intake form and check at least:
Is there a suitable location for the EMS gateway?
Is there power available at that location?
Is stable internet access available?
Can all necessary wiring be safely routed to the gateway?
What are the distances for all wiring?
Is the gateway location covered, dry, and secure?
Where will all hardware assets be located?
What cables or connections need to be measured, and how many meters are required?
How many hours of work are realistically needed for installation?
Any other site-specific considerations related to hardware and agreed tasks
We recommend:
Taking photos on site for reference
Making clear agreements with the customer on the schedule and timeline
If you are unsure about any technical feasibility, contact [email protected].
After the intake, update the EMS implementation agreement if needed (scope, planning, or pricing).
The process only continues when:
Any revised EMS implementation agreement is signed by both the partner and the customer
4.4 Purchasing & installation of hardware
Following the signed EMS implementation agreement:
The partner arranges purchase and installation of all required hardware
Tibo Energy supplies the gateway to the partner (unless agreed otherwise)
Important:
All assets to be controlled and all energy meters must be physically connected via MODBUS to the Tibo EMS gateway.
The process only continues when:
All hardware is installed and connected to the gateway via MODBUS
4.5 Site acceptance test (SAT)
Once the hardware is installed and connected, the site acceptance test (SAT) can start. The SAT has three phases:
Control test gateway connection
Asset mapping in the Digital Twin
Control test of Tibo EMS
It is important to schedule the SAT at a time when both Tibo Energy and the on-site technician are available.
4.5.1 Control test: gateway connection
In this phase, the connection between the gateway and the connected assets is tested. At an agreed time:
Tibo Energy (remotely) sends manual control commands to individual assets
The goal is to verify that the digital connection works correctly
The partner and/or installation company must be on site during this test because:
If the software does not see a connection, there may be a wiring or configuration issue
The on-site engineer can inspect and adjust the physical connection immediately
Once the gateway control test is completed, Tibo Energy informs the on-site engineer that the process can move to the next phase.
4.5.2 Asset mapping in the Digital Twin
Next, the physical assets are linked to the digital assets in the EMS software. This mapping can be done by the partner in the Digital Twin environment:
Assets visible via the gateway (physical world)
Are matched to the corresponding assets in the Digital Twin (software model)
After mapping:
The Digital Twin becomes “live”: real-time measurement data appears on the EMS dashboard
You can manually control assets via the interface
You can use Maintenance mode for manual control.
Be careful: manual commands directly affect the real installation.
4.5.3 Control test: Tibo EMS
At this point:
All hardware is connected
The gateway communicates with all assets
The Digital Twin and physical system are linked
Now Tibo Energy activates the EMS control phase:
The EMS algorithm starts monitoring and controlling assets
It uses the configured predicted signals and settings from the Digital Twin
Over approximately two weeks:
The full EMS functionality is tested and validated
Behavior of all assets under EMS control is checked against expectations
After this period, Tibo Energy provides a report to the partner confirming that:
The system works as intended
Agreed quality standards are met
The process only continues when:
The SAT results are approved by both the partner and the customer
4.6 Deployment & support
Deployment
Deployment is the official go-live moment and takes place when the SAT is successfully completed. From this point:
All contractual agreements come into force
Tibo Energy starts invoicing for EMS software and any contracted services
Ongoing support model
Partner as first point of contact
Unless agreed otherwise in the EMS implementation agreement, the partner who sold the EMS license is:
The primary contact for all customer questions about the EMS
Responsible for support, advice, and further services related to the EMS
The contact point for maintenance and support of all installations and their connection to Tibo EMS
Customers should contact their partner directly for:
Questions about EMS behavior
Reported issues or malfunctions
Requests for changes or expansions
Tibo Energy responsibilities
Tibo Energy:
Monitors the technical operation of the EMS solution
Ensures system stability and performance
Lets the EMS system proactively inform and warn the partner and/or customer about relevant events or issues
Partner responsibilities
The partner handles the functional maintenance of the installations and their connection to Tibo EMS, including:
Technical checks and regular maintenance
Hardware upgrades when needed
Ensuring a stable connection to the EMS via the gateway
Monitoring performance of the installations and the EMS system
Identifying and resolving issues or malfunctions quickly to maximize uptime and efficiency
Need help from Tibo Energy?
If the partner needs assistance, Tibo Energy’s helpdesk is available for:
Technical support
Training
Reporting issues or questions about the EMS
You can reach the helpdesk at [email protected].