Software-Defined Energy Overview


Software-Defined Energy (SDE) treats energy systems as programmable, data-driven platforms. Grid connections, microgrids, battery energy storage systems (BESS), distributed energy resources (DER), and controllable loads are coordinated via software, telemetry, and optimization, rather than static one-time settings and manual dispatch.

This page positions SDE within the broader Software-Defined Systems (SDS) framework and explains how SDE relates to fleets, depots, industrial sites, and upstream grids and markets.


What Makes Energy “Software-Defined”

Aspect Conventional Energy Systems Software-Defined Energy
Dispatch and controlManual or fixed schedules, limited feedbackAutomated, data-driven dispatch with continuous feedback
Integration with loadsLoads treated as mostly inflexibleFlexible loads coordinated with DER and storage
VisibilityCoarse metering and periodic reportsHigh-resolution telemetry and analytics
AdaptationSlow response to tariffs, weather, and fleet changesDynamic response to price signals, forecasts, and operational needs
Coordination scopeSingle site or isolated assetsCoordinated portfolios of sites, DER, and flexible loads

SDE Within the SDS Framework

SDE is the energy expression of SDS, applying SDS building blocks to power systems from the feeder level up to distributed portfolios of sites.

SDS Building Block SDE Expression Examples
Sensors and IoT layerPower and energy measurements, status signalsMeters, CTs, PTs, breaker status, ESS telemetry, inverter data
Central computeEnergy management system (EMS) and microgrid controllerOn-site EMS, portfolio controller, DERMS-like platforms
Networks and TSNReliable OT and IT communications for energy assetsSubstation LANs, plant networks, secure WAN links to cloud
Data pipelines and telemetryTime-aligned energy and status data flowsPower flows, state-of-charge (SOC), voltages, currents, prices
OTA and configuration updatesRemote updates for controllers, inverters, and BESSFirmware, setpoints, protection parameters, tariff tables
Continuous learning loopUsing historical and live data to refine policiesImproved forecasting, dispatch policies, and contingency strategies
Digital twinsMicrogrid, feeder, and portfolio modelsPower flow studies, what-if analysis, outage and islanding scenarios
Cyber-physical securityProtection of energy controls and assetsSecure relays, gateways, segmentation, anomaly detection

What SDE Covers

Software-Defined Energy spans the assets that generate, store, move, and consume electrical energy.

Asset Class Scope Examples
Grid interfaceConnections to utility and upstream networksFeeders, transformers, switchgear, protection relays
Onsite generationLocal generation assetsPV arrays, wind, CHP units, backup generators
Energy storageShort- and long-duration storageBESS, thermal storage, flywheels where applicable
Controlled loadsLoads that can be shifted or shapedEV charging, process loads, HVAC, pumps, industrial equipment
Controllers and marketsDecision and coordination layersEMS, microgrid controllers, portfolio optimizers, market interfaces

Relationship Between SDE, SDI, and SDV

SDE provides the energy backbone for SDI sites and SDV fleets. All three domains must be aligned for cost, reliability, and autonomy.

Relationship Description Example
SDE–SDICoordinate microgrid and site-level controlsAlign ESS dispatch and site loads with depot operations
SDE–SDVTreat EV charging as a flexible energy resourceShift charging windows based on price and grid constraints
SDE–SDR/SDIOManage energy use of robotics and industrial loadsSchedule high-energy production batches outside peak price windows

Key SDE Capabilities

Capability Description Why It Matters
ForecastingPredict load, generation, and pricesEnables proactive dispatch and better use of DER and storage
Optimal dispatchDecide when to draw from grid, DER, or storageReduces cost, supports resilience, and respects constraints
Tariff and market awarenessIncorporate tariffs and market productsAligns operations with TOU pricing, demand charges, and incentives
Constraint managementRespect thermal, protection, and regulatory limitsEnsures safe operation of feeders, transformers, and protection devices
Resilience and islandingMaintain critical services during grid eventsSupports controlled islanding, black-start, and load shedding

SDE Lifecycle View

SDE emphasizes that energy systems evolve with changing fleets, loads, tariffs, and regulatory environments.

Lifecycle Stage SDE Activities Operational Implications
Planning and designAssess loads, DER options, and capacity constraintsRight-size feeders, transformers, DER, and ESS
Installation and commissioningIntegrate assets into EMS and protection schemesEnsures stability, safety, and correct control boundaries
Steady-state operationRun day-ahead and real-time optimizationBalances cost, reliability, and performance
Adaptation and scalingAdd DER, storage, or loads, and update policiesSupports fleet growth and plant expansions
End-of-life and repoweringRetire or repower assets, update modelsMaintains portfolio performance as components age

SDE and Energy / Operations Stakeholders

For energy and operations leaders, SDE is about making energy a controllable lever for cost, resilience, and autonomy.

Stakeholder Concern Relevant SDE Property Questions to Ask Vendors
Energy cost and volatilityForecasting, optimization, and tariff handlingHow do you model tariffs, demand charges, and incentives?
Reliability and resilienceMicrogrid and islanding capabilitiesHow do you handle outages, black-start, and critical loads?
Fleet and site integrationAPIs and control interfaces to SDI and SDVHow do you coordinate charging and site loads with energy constraints?
ScalabilityAbility to support multiple sites and assetsHow does the platform handle portfolio growth?
Compliance and safetyAdherence to protection, interconnection, and safety standardsHow are protection settings and interconnection limits enforced?

Design Questions for SDE Platforms

When designing or evaluating SDE platforms, the following questions frame architecture, scope, and roadmap.

Question Architectural Impact
What is the geographic and asset scope of coordination?Determines hierarchy of controllers and communication patterns
What forecasting horizons and resolutions are needed?Drives data requirements and algorithm selection
Which loads can be flexible, and how?Shapes control strategies and integration with SDI and SDV
What reliability and resilience objectives are mandatory?Impacts DER sizing, ESS capacity, and control logic for contingencies
How will the platform evolve with regulations and markets?Requires modular rule-handling, configuration, and compliance support

Software-Defined Energy provides the programmable energy backbone for modern fleets, depots, factories, and campuses. It turns power systems from static infrastructure into dynamic assets that support cost control, resilience, and higher levels of autonomy across the entire SDS stack.




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