Use Case — Commercial Real Estate
Energy decisions across a building portfolio, on one record
Office, retail, and mixed-use portfolios evaluate charging, storage, submetering, and electrical upgrades building by building. GRIDSTROM keeps the asset, project, vendor, and service history connected so portfolio decisions are made on comparable information.
Operating Context
The environment this work happens in
- Multiple buildings under different ownership entities, leases, and utility accounts.
- Capital planning cycles that must reconcile tenant demand, base building limits, and asset hold period.
- Property teams coordinating vendors on site while corporate teams approve spend.
- Energy scope competing with roofing, HVAC, and life-safety capital in the same budget.
The Fragmented-Data Problem
Where the record breaks today
- Site feasibility in consultant PDFs, utility capacity in email threads.
- Charging or metering data in separate vendor portals per building.
- Vendor quotes in individual inboxes, not comparable side by side.
- No single list of what is installed, who services it, and what it cost.
Financial Decision
Which buildings receive energy capital this cycle, and on what basis?
Operational Workflow
How the work moves
- 01
Screen the portfolio
Buildings are ranked with consistent inputs rather than one-off studies.
- 02
Model the scenario
Scope, cost, and operating assumptions are compared as scenarios on the same project.
- 03
Route the approval
The decision packet carries its inputs, assumptions, and reviewers.
- 04
Issue and track
Request, quote, and order move to a vendor with scope attached.
- 05
Operate and service
Commissioned equipment becomes an asset record with work order history.
Representative Product Experience
Portfolio screening — Northline Property Group (demonstration data)
Candidate sites ranked on comparable inputs, each linked to its project and asset records.
| Record | Site | Scope | Stage | Estimated CapEx |
|---|---|---|---|---|
| PRJ-2041 | Harbor Point Center | Charging + service upgrade | Scenario review | $486,000 |
| PRJ-2044 | Cedar Works Plaza | Storage + submetering | Approval routed | $742,500 |
| PRJ-2051 | Fairmount Exchange | Charging (phase 1) | Quotes received | $213,900 |
| PRJ-2058 | Latham Street Office | Feasibility | Intake | Pending |
Records shown are fictional demonstration data. Capabilities are released progressively.
Outputs by Role
What each role gets from the same record
Executive
- Portfolio view of committed, approved, and proposed energy capital
- Site ranking with the inputs behind it
Finance / Planning
- Scenario comparison with documented assumptions
- Approval record with reviewer, date, and version
Operations
- Asset register by building with vendor and warranty context
- Open exceptions and work order status
Partner
- Structured request with site conditions attached
- Quote and order with defined scope
Integration Approach
Connect what is already in place
- Vendor-neutral intake: existing spreadsheets, ERP exports, monitoring portals, and equipment telemetry are read into a canonical asset record.
- GRIDSTROM is not the general ledger. ERP and accounting platforms remain systems of record for financial postings.
- Property and accounting exports map to sites and cost objects without replacing the property management system.
- Equipment and network portals contribute telemetry to the canonical asset record where an interface is available.
Security & Governance
How access and evidence are handled
Role-based access, least-privilege permissions, and an append-only history for approvals and status changes. Documents and evidence are stored privately, and access is scoped to the organization, project, and role that requires it.
Measurement
What success could be measured
Metric categories only. Results depend on the organization, its data, and how the work is adopted; no outcome is promised.
Decision cycle
Elapsed time between intake and a recorded approval decision.
Estimate integrity
Variance between approved estimate and final order value.
Asset coverage
Share of installed energy equipment represented by a complete asset record.
Service responsiveness
Time from exception detection to a closed, verified work order.
Related Insights
Executive reading for this environment
The Financial-Operational Data Model for Distributed Energy Assets
The durable unit of energy intelligence is not a dashboard or a device feed. It is a governed asset record that preserves identity, financial assumptions, operational history, evidence, and accountability across the full lifecycle.
From CapEx Approval to Daily Asset Performance
An energy investment should not disappear from financial governance after approval. The approved assumptions, evidence, obligations, and expected value should remain attached to the operating asset and inform every subsequent decision.
Audit-Ready Energy Investment Decisions
Audit readiness is created during the decision, not reconstructed afterward. Every material assumption, version, approval, exception, and commitment should leave an understandable evidence trail.
Related Use Cases
Adjacent operating environments
Next Step
Discuss your use case
Bring the sites, systems, and decisions you are working with. We will walk through how the record would be structured.
Roles served: Executive · Finance / Planning · Operations · Partner