--- title: What are the steps and requirements for Maxem project onboarding? description: onboarding Maxem EMS --- [Skip to content](https://support.maxem.io/what-are-the-steps-and-requirements-for-maxem-project-onboarding#main-content) - [English](https://support.maxem.io/what-are-the-steps-and-requirements-for-maxem-project-onboarding) - [Nederlands](https://support.maxem.io/nl/wat-zijn-de-stappen-en-vereisten-voor-de-project-onboarding-bij-maxem-) English Show submenu for translations [![Logo-white](https://support.maxem.io/hs-fs/hubfs/Logo-white.png?width=230&height=37&name=Logo-white.png)](https://maxem.energy/) - Create support ticket Show submenu for Create support ticket - [Sales request](https://share-eu1.hsforms.com/2FZyysmEyRAKSZ2IKnHrf0Q2dyw99) - [Technical support](https://share-eu1.hsforms.com/26WB8z3cYTPWv02MIx6nr7w2dyw99) - [Finance support](https://share-eu1.hsforms.com/2mMsLOqRLQl2l8S6q3ZbgDA2dyw99) - [Report a bug](https://share-eu1.hsforms.com/220XTdV4ZQ726tz1CtoOw7A2dyw99) - [Feature request](https://share-eu1.hsforms.com/2g75JWLunRbqueEKBytvYvg2dyw99) Open main navigation Close main navigation - Create support ticket Show submenu for Create support ticket - [Sales request](https://share-eu1.hsforms.com/2FZyysmEyRAKSZ2IKnHrf0Q2dyw99) - [Technical support](https://share-eu1.hsforms.com/26WB8z3cYTPWv02MIx6nr7w2dyw99) - [Finance support](https://share-eu1.hsforms.com/2mMsLOqRLQl2l8S6q3ZbgDA2dyw99) - [Report a bug](https://share-eu1.hsforms.com/220XTdV4ZQ726tz1CtoOw7A2dyw99) - [Feature request](https://share-eu1.hsforms.com/2g75JWLunRbqueEKBytvYvg2dyw99) - - [English](https://support.maxem.io/what-are-the-steps-and-requirements-for-maxem-project-onboarding) - [Nederlands](https://support.maxem.io/nl/wat-zijn-de-stappen-en-vereisten-voor-de-project-onboarding-bij-maxem-) English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. 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[Onboarding](https://support.maxem.io/start-using-maxem?hsLang=en#onboarding) October 14, 2025 # What are the steps and requirements for Maxem project onboarding? ## Explanation of self-onboarding and project-based onboarding with Maxem. #### Overview At Maxem, every installation follows a clear project approach to ensure a smooth transition from sale to successful operation.Depending on the solution type, some projects can be self-onboarded via the Maxem Energy Cloud, while others require guided onboarding with a dedicated Maxem Project Manager or Technical Delivery Manager (TDM). #### Project Types and Onboarding Approach | Solution Type | Onboarding Approach | Description | | --- | --- | --- | | [**Charging Point Management System (CPMS)**](https://support.maxem.io/what-is-maxems-charge-point-management-system-cpms?hsLang=en) | [**Self-onboarding**](https://support.maxem.io/how-do-i-add-and/or-manage-a-location-in-maxem-energy-cloud-0?hsLang=en) | Can be set up directly in the Maxem Energy Cloud. Partners and installers can onboard new CPMS sites independently by following the online configuration steps. | | [**Static Load Balancing**](https://support.maxem.io/what-is-static-load-balancing-slb-?hsLang=en) | [**Self-onboarding**](https://support.maxem.io/how-can-i-setup-static-load-balancing-in-maxem-energy-cloud?hsLang=en) | Static Load Balance configurations can also be completed via the Maxem Energy Cloud without project involvement. This allows fast deployment and minimal coordination effort. | | **Dynamic Load Management (DLM)** | **Project-based onboarding** | DLM setups require data exchange between charging points, meters, and Maxem controllers. The Maxem Project Manager and Technical Delivery Manager ensures correct configuration, validation, and performance testing. | | **Energy Storage System (ESS)** | **Project-based onboarding** | Integration and configuration of batteries into the Maxem Energy Cloud requires technical alignment and validation by Maxem. The Maxem Project Manager and Technical Delivery Manager ensures correct configuration, validation, and performance testing. | | **Solar Curtailment** | **Project-based onboarding** | Curtailment setups depend on dynamic site conditions and grid constraints, requiring guided onboarding to ensure safe and compliant operation. | #### Objective The goal of the onboarding process is to bring your Maxem solution — including hardware and software — into operational readiness, while ensuring all stakeholders are aligned on scope, timing, and responsibilities.   #### Project Requirements — A Key Success Factor For each project, it is essential that all required information and documentation are provided. This includes: - Site information and Single Line Diagram - Charger, meter, inverter and ESS details - Network and configuration data - Installation Validation Timely delivery of these project requirements enables Maxem to plan resources, validate configurations, and keep the project on schedule. Delays or missing information may impact the project timeline or handover date.   #### Project Phases Each project follows six structured phases | Phase | Description | Outcome | | --- | --- | --- | | **1. Sales** | Agreement signed — welcome to Maxem! | Contract signed, project created | | **2. Project Detailing** | Define project scope, technical setup, and planning. | Detailed project plan | | **3. Realization** | Hardware installation, configuration, and initial platform setup. | System installed and connected | | **4. Optimization** | System validation, tuning of load balancing, and performance optimization. | Verified optimal operation | | **5. Finalization** | Handover documentation and commissioning report. | Project formally closed | | **6. Regular Operation** | Steady-state operation with access to ongoing support. | Support transferred to Operations |   #### Roles and Responsibilities | Role | Responsibility | | --- | --- | | **Maxem Project Manager (PM)** | Acts as the main point of contact during onboarding. Coordinates planning, progress tracking, and communication in relation to Maxem deliverables | | **Maxem Technical Delivery Manager (TDM)** | Responsible for the technical execution of Maxem related deliverables. Ensures configurations, integrations, and system validations meet Maxem standards. | | **Customer** | Provides site-specific details, approvals, and ensures local readiness (e.g. electrical setup, internet connection, access to site). | | **Partner** | Responsible for on-site installation, local testing, and ensuring hardware is prepared according to Maxem specifications. |   #### Completion Criteria A project is considered successfully onboarded when: - All installations are verified and operational - Optimization results are confirmed - Commissioning documentation is shared #### After Onboarding Once onboarding is complete, your project transitions into Regular Operation. In most cases, the partner serves as the first point of contact for the end customer. Maxem supports the partner with  troubleshooting and technical assistance when needed.       - [Start using Maxem](https://support.maxem.io/start-using-maxem?hsLang=en#main-content) - [Contact Maxem Sales](https://support.maxem.io/start-using-maxem?hsLang=en#contact-maxem-sales) - [Onboarding](https://support.maxem.io/start-using-maxem?hsLang=en#onboarding) - [Products & Services](https://support.maxem.io/products-services?hsLang=en#main-content) - [Charge Point Management System (CPMS)](https://support.maxem.io/products-services?hsLang=en#charge-point-management-system-cpms) - [Energy Management System (EMS)](https://support.maxem.io/products-services?hsLang=en#energy-management-system-ems) - [Maxem Energy Controller](https://support.maxem.io/products-services?hsLang=en#maxem-energy-controller) - [4G SIM cards](https://support.maxem.io/products-services?hsLang=en#4g-sim-cards) - [Maxem Energy Cloud](https://support.maxem.io/maxem-energy-cloud?hsLang=en#main-content) - [Getting started](https://support.maxem.io/maxem-energy-cloud?hsLang=en#getting-started) - [User accounts, Roles and Permissions](https://support.maxem.io/maxem-energy-cloud?hsLang=en#user-accounts-roles-and-permissions) - [Charging stations](https://support.maxem.io/maxem-energy-cloud?hsLang=en#charging-stations) - [Charge passes](https://support.maxem.io/maxem-energy-cloud?hsLang=en#charge-passes) - [Billing](https://support.maxem.io/maxem-energy-cloud?hsLang=en#billing) - [Search](https://support.maxem.io/maxem-energy-cloud?hsLang=en#search) - [Troubleshooting](https://support.maxem.io/maxem-energy-cloud?hsLang=en#troubleshooting) - [Static Load Balancing](https://support.maxem.io/maxem-energy-cloud?hsLang=en#static-load-balancing) - [Integrated Hardware](https://support.maxem.io/integrated-hardware?hsLang=en#main-content) - [Chargers](https://support.maxem.io/integrated-hardware?hsLang=en#chargers) - [kWh Meters](https://support.maxem.io/integrated-hardware?hsLang=en#kwh-meters) - [Battery Energy Storage System (BESS)](https://support.maxem.io/integrated-hardware?hsLang=en#battery-energy-storage-system-bess) - [PV Inverters](https://support.maxem.io/integrated-hardware?hsLang=en#pv-inverters) - [Subscriptions, invoices and payments](https://support.maxem.io/subscriptions-invoices-and-payments?hsLang=en) - [Support](https://support.maxem.io/support?hsLang=en#main-content) - [Technical support](https://support.maxem.io/support?hsLang=en#technical-support) - [Finance support](https://support.maxem.io/support?hsLang=en#finance-support) - [Release notes](https://support.maxem.io/support?hsLang=en#release-notes) - [Maxem News & Updates](https://support.maxem.io/support?hsLang=en#maxem-news-updates) [![](https://support.maxem.io/hs-fs/hubfs/Logo-Hi-res-Maxem.png?width=544&height=102&name=Logo-Hi-res-Maxem.png)](http://maxem.energy) Kabelweg 57, 1014 BA, Amsterdam, NL [mailto:support@maxem.energy](mailto:support@maxem.energy) Copyright © 2025, Maxem