CPMS Business Needs Assessment Template
Identify the operational, technical, and strategic needs of your EV charging business when evaluating a Charge Point Management System. This assessment template helps clarify priorities, streamline the evaluation process, and support informed decision-making.
Why This Template is Essential for Charge Point Operators
The template provides a detailed framework to assess your business needs, map out key requirements, and plan for a CPMS that supports long-term growth
Define Your Business Needs
Outline the key operational, technical, and strategic requirements to select a CPMS that supports your business model and objectives.
Align CPMS Capabilities with Your Goals
Evaluate how different CPMS options fit your infrastructure, compliance needs, and functional priorities to ensure the right match.
Map Out Your Operational Control vs. Outsourcing
Identify which aspects of your charging business you will manage in-house and which will be handled by external providers.
How to Use the Template?
The template includes detailed instructions on how to use it, but here’s a quick overview of what to expect:
- Fill in the sections – answer questions about your business model, operational needs, and technical infrastructure.
- Rate and categorize – prioritize features and requirements based on importance and control.
- Review and reflect – identify critical gaps, must-have capabilities, and next steps for vendor evaluation.
Frequently Asked Questions
Who is this template for?
This template is designed for Charge Point Operators (CPOs) and eMobility Service Providers (eMSPs) who need to assess their business, operational, and technical requirements before selecting a Charge Point Management System (CPMS). It helps businesses of all sizes – whether launching a new EV charging network or optimizing an existing one.
What formats is the template available in?
The template is available as an interactive PDF that you can fill out digitally or print for manual completion. Additionally, you can access a Google Docs version for easy collaboration and customization.
Do I need special software to use this template?
No special software is required! The interactive PDF version can be opened and filled out using any standard PDF reader, such as Adobe Acrobat or your web browser. If you prefer to use the Google Docs version, you can access it online and edit it directly. You can also download it as a Microsoft Word document.
Can I customize the template further?
Yes! The interactive PDF version includes fields where you can add additional evaluation criteria. For maximum flexibility, you can download the Google Docs version, which allows you to edit, remove, or expand sections based on your specific business needs. This version also makes it easy to collaborate with your team for a more customized evaluation process.
What if I need help using the template?
If you encounter any issues or need assistance while using the template, feel free to contact us. Our team is here to help you through the process.