Choosing a strategy

The choice follows from how the customer is billed and whether the system must carry the site through a power cut.

If the customer pays for agreed or peak power and staying under it matters most, choose Peak Shaving. Enter the agreed power per block on the Electricity Plan first, and add Projected load overrides for known shifts or machines.

For a household on a fixed tariff with cheap and expensive periods (MT/VT, ET or network blocks), choose Home Tariff.

On dynamic market prices, choose by what the customer wants most.

Situation	Strategy
Lowest overall bill, more cycling is fine	Savings
Clearer margins per cycle	Trading
Backup-capable (EPS) system that must keep energy for an outage	Backup, with Minimum battery reserve SoC (%) set in Advanced mode

If the customer simply wants to use their own solar, choose Self-Sufficiency. Use Do Nothing during commissioning or when another controller runs the battery.

Check the permissions

Whether the battery may buy from or sell to the grid is not part of the strategy. Set Allow grid charging, Allow battery grid export and Allow grid-energy resale on the Electricity Plan to match the contract, together with the import and export limits and any per-block limits. Every strategy works within them.

Finally, switch on Enable automatic strategy control and select the controlled devices; until then SEMS only shows its plan.