STAGE 3

Coordinate and scale DERs with DERMS

The decision is made and the rollout is underway. Now the hard part: integrating DERMS with the systems you already run, and avoiding the friction that stalls deployments.

This stage focuses on the integration layer: how DERMS and ADMS work as one coordinated view, how another utility navigated its own rollout, and where storage fits in the broader picture.

What to focus on now: integration, coordination, and learning from utilities a few steps ahead of you.

From program by program to one VPP

Storage, EV, solar and demand-side resources aggregate across programs into one portfolio, forecast, offered, dispatched and settled together.

  1. ForecastThe portfolio’s capability, across programs
  2. OfferOne bid into the market
  3. DispatchEvery program called together
  4. SettleMeasured and paid per program

Illustration: four programs, one portfolio.

What consolidation takes, by team

Open a role for what unification involves at this stage and the working detail behind it.

For program managers: You have programs. Now you need a platform.

You’ve stood up real programs: maybe a storage pilot, a managed-charging initiative, a demand response tool, even a DERMS or two. Individually they work. Together they’re a patchwork of separate vendors, integrations and teams, with no clean way to scale any of them enterprise-wide.

The job now is consolidating what you’ve built onto one modular platform, so you can add resources and use cases without standing up another silo every time.

Technical depth

  • Migrate program by program onto one record, keeping each program’s enrollment, history and settlement rules.
  • Configure, don’t code: when each program can be called, its activation constraints and its settlement terms.
  • One portal for aggregators and customers to check eligibility, enroll, track status and exchange documents; enrollments validated as they arrive.
  • New resource types plug into the same framework, so the next program is a configuration, not a project.
For operators: One grid, one view.

Your operators may be watching distributed resources through several disconnected tools, each with its own interface and blind spots: tolerable at pilot scale, risky as programs grow.

Unified DER management gives the control room one coordinated picture, with DERs, DERMS and ADMS working together, so operators see and dispatch the whole distributed fleet from one place.

Technical depth

  • One record: ADMS, AMI and IoT/SCADA data with the DER model, the GIS topology and the customer program.
  • AMI 2.0: with Landis+Gyr, high-resolution meter data on the same record, turning the meter into an operational asset.
  • Alarms that matter: a geospatial heat map of overloads and voltage issues, with AI-assisted alarms.
  • Protocol conversion and edge computing make field assets that can’t speak to utility systems controllable.
For market teams: Fragmented programs can’t bid as one portfolio.

When each program lives in its own tool, your DERs can’t act as one market asset, and that caps the value you capture. Storage, EV, solar and demand-side resources need to aggregate across programs into market-eligible portfolios with consistent telemetry and settlement.

Technical depth

  • Build a VPP manually or automatically across programs, forecast its capability and submit offers.
  • Settle at scale: a baseline and settlement engine that runs thousands of computations in minutes. Con Edison makes 100,000 calculations every 15 minutes on the system it developed with OATI.
  • Consistent telemetry and meter data validation across every program in the portfolio.
For executives: Turning scattered pilots into an enterprise asset.

Your teams have proven DERs can be managed, but a portfolio of disconnected programs isn’t a scalable strategy and isn’t delivering enterprise value. The inflection point is consolidation onto a unified, modular platform that grows with your system: the prerequisite for scale, and for the returns the board is looking for.

Technical depth

  • One executive view of enrollment trends, upcoming events and savings by program over time.
  • The cooperative example: 11 of the roughly 60 G&Ts serving rural communities in the U.S. run OATI DERMS, more than 220 rural electric cooperatives counting their members.
  • Load growth answered with flexible capacity on one platform, not another point solution.

Learn from a utility a few steps ahead

Watch the 12-minute interview

INTERVIEW · OKLAHOMA GAS & ELECTRIC

Scaling utility DERMS to meet the moment

Oklahoma Gas & Electric had a vision for innovation that required a robust DERMS. But the business cases of today don’t always match those to come. OATI DERMS offered the modularity to get started and grow.

Proof from utilities on this stage

Con Edison grew program enrollment 20-fold with surgical demand response

Con Edison operates one of the most complex and densely populated service territories in the United States, and faced rising demands from electrification, diverse customer needs and a unique urban grid while keeping the system reliable.
Solution
Con Edison deployed a demand response management system developed in partnership with OATI for automation, scale and real-time visibility. Customer program enrollments grew 20-fold; today Con Edison manages more than 50 aggregators and makes 100,000 calculations every 15 minutes.
Graphic Bend OATI
Graphic Bend OATI

Resources for this stage

WHITE PAPER

DERMS and ADMS: dynamic, integrated utility controls

How a properly designed DERMS handles both grid reliability operations and the commercial side of DERs.

PLAYBOOK

Battery storage investment playbook

How grid orchestration unlocks the full value of utility-scale batteries, with utility leaders’ own examples.

INSIGHT

Why cooperative utilities are flocking to DERMS

Eleven of the roughly 60 G&Ts serving rural America have adopted OATI DERMS, and that’s no coincidence.

Next: stage 4Enterprise DERMSConsolidate data streams and workflows so every department looks at one grid, from the meter to the market.

Plan it with OATI’s power systems experts