Name the decisions
List the decisions the information should support: understanding daily consumption, comparing buildings, checking charging activity or planning future equipment. A short list of real questions is more useful than asking for every possible metric.
Inventory the data sources
Record the meters, solar inverters, batteries and chargers already installed. Include their model details, existing portals and any known access restrictions. The monitoring scope depends on the data the equipment can actually provide.
Be clear about timing
Decide whether the task needs a near-real-time view, daily totals, monthly reports or a combination. Discuss the expected update interval, historical retention and how the interface will identify missing or stale readings.
Agree who sees what
Define the people who will use the system and the information each role needs. Consider whether property owners, operators, residents or contractors require different access. Ownership of accounts and data should be clear at handover.
Distinguish visibility from control
Seeing an asset in a dashboard does not automatically mean it can be controlled. If remote actions, schedules or alerts are required, describe them explicitly and confirm equipment support, permissions and operational responsibilities.
