5.1 Smart Energy Service
Smart energy services that fall under the
efficient energy use function mainly involve services that help to reduce energy consumption (e.g., energy monitoring or control options via smart thermostats) (Geelen et al.
2013; Hamwi and Lizarralde
2017). Moreover, specific energy supply tariffs and “energy-as-a-service” offerings—for example, “supply of warmth”, “supply of light” or room specific energy tariffs based on smart meter data—are placed in this category, since an individual’s supply of energy must be consumed (Fox-Penner
2009; Giordano and Fulli
2012), which leads to value-in-use (Vargo and Lusch
2004). Furthermore, consumption can be more efficient due to the detailed energy data and control.
In
flexibility management, flexibility is defined as the modification of supply or demand in response to an external signal (price signal or activation) with the aim of providing a service in an energy system (Bundesnetzagentur
2019). As highlighted in Sect. 4, customers can contribute to provide different forms of
flexibility, for example, through demand response. Electric vehicle batteries can also provide vehicle-to-grid services (Weiller and Neely
2014). The review of the real-life examples also indicated that companies like
Caterva let customers participate financially by providing their battery storage as a
flexibility resource. Some home energy storage or EV chargers can also make use of price difference due to time-of-use tariffs. Some smart storage devices buy stored energy when it costs less, (e.g., during the daytime) and sell it in the evening when energy prices are high (Rodríguez-Molina et al.
2016) (e.g.,
Sunverge One stores energy when it is inexpensive).
The aforementioned examples provide flexibility to the macro-grid which helps to balance the overall grid. The household-level balancing of supply and demand with, for example, an energy management system, PV system or energy devices, is classified in the morphological box as efficient energy use and self-production & storage. Energy communities are similarly classified as self-production & storage and efficient energy use, since they balance supply and demand within a community.
Smart energy services can also control and manage
energy production from, for instance, local PV systems, so that the energy is feed into the grid when the prices are high (Geelen et al.
2013). In general, EV charging is regarded as the co-creation of
self-production & storage, since energy consumption and storage are time separated. Smart energy services for community management can facilitate
energy production, since they facilitate the local production of electricity by sharing and aggregating resources (Hamwi and Lizarralde
2017; Hyytinen and Toivonen
2015).
Energy trading is the purchase and sale of energy produced by customers to other customers or energy providers, and it serves as another form of co-creation. In this situation, the signing of an energy contract would not be regarded as
energy trading, but as
efficient energy use. The feed-in of customers-produced energy is one simple form of
energy trading. Another, more sophisticated form of
energy trading is P2P energy marketplaces (Geelen et al.
2013; Löbbe and Hackbarth
2017).
Individual resources involve smart meter reading and billing (Apajalahti et al.
2015) as well as vehicle-to-home services (Weiller and Neely
2014).
If one offering indicated the use of aggregated resources as part of its core offering (e.g., OhmConnect) or even only as a small extra service (e.g., Caterva’s offering), it was classified as an aggregation, otherwise it was classified as individual resources. Hence this dimension is mutually exclusive.
Financial benefits can be
efficiency & cost savings and
additional income.
Cost savings are often a result of energy savings. For instance, energy monitoring, controlling and automation services enhance energy efficiency, and thus lead to energy and cost savings (Byun et al.
2011; Richter and Pollitt
2018). Furthermore, flexible tariffs can help private households lower electricity bills (Hamwi and Lizarralde
2017; Niesten and Alkemade
2016). To gain an extra
income, customers can co-create by providing energy and flexibility resources to a service provider. The extra
income in exchange for energy and flexibility can be achieved, for instance, through incentives in direct load control programs and vehicle-to-grid services or by selling own produced energy (Geelen et al.
2013; Weiller and Neely
2014).
Other services enable
autarky & access to energy resources. Some customers aim to be self-sufficient and independent of large energy providers by producing their own energy (Koirala et al.
2016; Löbbe and Hackbarth
2017). However, an individual does not need to possess microgeneration technology to use decentralized energy. For instance, in energy communities, microgeneration units and storage are shared within the community, and thus lower financial barriers offer more households the option to participate in the renewable energy system (Hamwi and Lizarralde
2017; Zhang
2016).
Smart energy products provide consumers with more information on their energy usage, which can lead to higher perceived
awareness through transparency and
control over their energy consumption. Perceived
control can be further achieved by the remote control of devices (Niesten and Alkemade
2016).
As the focus of this research is on energy-related values, the morphological box does not consider security surveillance in smart homes, but it does consider
comfort, as this factor is often an important aspect of energy saving measures or demand response programs. Through the use of controlling and automation services, the energy processes can be managed without user action, and thus can enhance
comfort (Helms
2016; Niesten and Alkemade
2016).
Beyond a pure
digital service, the offering could further comprise physical respectively
human-based service components. For instance, the digital component could be a predictive maintenance service for a microgeneration unit and the physical service could comprise a technician who is notified of repair tasks by the system. The full bundle of smart energy products, digital and optional physical services is considered a
smart product-service system (Mittag et al.
2018).
Due to the complexity of smart energy products,
technical setup and support services are often considered necessary (Richter and Pollitt
2018). Kahma and Matschoss (
2017) have suggested bundling smart energy services and products in packages and offering
financing options for the technologies as well as regulation
guarantees, such as free access to an electricity network and a specific price for feed-in electricity; these elements can be further complemented by reliable
advice.
Financing can help potential customers overcome high upfront costs, whereas
guarantees and
advice can support building users’ trust and the credibility of real energy saving potential.
Advice can be given in person or via chatbots or other digital forms. It can further consist of legal
advice, advice regarding funding as well as presales product consulting (e.g.,
ecobee). Sometimes
no additional service is required or offered.
5.2 Smart Energy Product
Smart household appliances enable
controlling functions such as remotely switching appliances on or off or using rules. Through the use of rules and other configuration options,
controlling enables the personalization of smart energy products (Ford et al.
2017; Porter and Heppelmann
2014). Demand response services can also leverage the control functions of household appliances when generating plans to shift energy consumption to optimal times (Hyytinen and Toivonen
2015; Niesten and Alkemade
2016).
Optimization uses product monitoring and environmental data to perform analyses and execute actions. Smart energy products can also act completely
autonomously. For example, a community service could use microgeneration units and the storage of several households to autonomously optimize supply and demand by considering several conditions (e.g., electricity prices, weather and energy forecasts) (Byun et al.
2011; Kahma and Matschoss
2017; Porter and Heppelmann
2014). In this case, one or more smart energy products perform actions without human support, and they not only provide suggestions for decision making but also perform the actions on their own and eventually can coordinate with other connected smart products (Porter and Heppelmann
2014).
However, smart meters are also required to monitor energy production; thus, they can also be incorporated into PV systems in which they are regarded as production-related products. Furthermore, production-related products include PV systems, miniature wind turbines and combined heat and power, whereas storage-related products are EV and household batteries.
Integration-related products are hubs that connect several different application areas. Furthermore, an offering could not include any smart product (e.g., Innogy’s smart home smartphone add-on).
Renting devices for energy visualization from the focal company would be rather use-oriented, particularly if the rent were to depend on the actual usage (i.e., pay per use) (Hamwi et al.
2016).
For some smart energy services, the corresponding smart energy product ownership is not relevant because the product is already available at the customer site. For instance, the customer may buy a digital service for an existing smart home, such as Innogy’s smart home smartphone add-on.
5.3 Monetization
Services may also not include a payment mode (i.e.,
none), for example, due to non-monetary value for the service provider, such as the use of secondary data, tailored pricing models or higher levels of efficiency (Beverungen et al.
2019). Regarding smart energy, there are digital services that are provided for free, such as smart home apps and flexibility-related services (e.g., the
OhmConnect app).
Financing is not considered separately if it is only offered as a second option to a one-time payment. Moreover, different financing forms, such as leasing or renting, can be represented in the morphological box by considering the ownership and using the subscription parameter.
Additionally, the user can pay with energy resources, for instance, with their own produced energy or flexibility (e.g., sonnenCommunity and OhmConnect). Energy resources as well as digital resources & attention are regarded as another form of currency besides money.