The engagement roadmap describes how FlowPlan support can be applied across a project, from early definition and route development through procurement, integration, commissioning and performance review. It shows the decisions, technical work and deliverables available for sewage and effluent treatment, treated water reuse, biosolids, and equipment and utilities projects. An engagement can cover the full sequence or a defined part of it, depending on the work already completed and the next requirement.
The roadmap describes the support available from early project definition through requirements, proposal evaluation, integration, commissioning and performance review. Each engagement is matched to the work already completed and the next decision or deliverable required.
Engagement pathways: The three pathways group the work into three broad areas: decision basis; requirements and evaluation; and delivery and verification. The six roadmap stages below show how these pathways translate into project deliverables.
The engagement scope depends on the decision required, the information already available and the review points needed before the next commitment.
The three pathways group related work rather than prescribe a mandatory sequence. Engagement can begin within any pathway, and the scope depends on what has already been confirmed, what remains open and how far procurement or delivery has progressed.
Covers the project trigger, required duty, constraints, viable routes, economics, risks and the work needed before a direction is advanced. It applies across treatment, reuse, biosolids and equipment projects.
Requirements and comparisonCovers the design basis, ToR or specifications, evaluation criteria, system connections and performance requirements needed for comparable proposals and a traceable selection.
Integration and verificationCovers installation planning, system integration, commissioning, acceptance, handover and post-start-up review against the defined duty and performance requirements.
The engagement basis records the information, responsibilities, system connections and review points required at each stage, including what must be confirmed before procurement, installation, commissioning and handover.
Project Roadmap
Stage focus: Project trigger, required duty, constraints and decision criteria
Stage result: Project need, existing information, data gaps, feasible directions and work needed to progress
Typical inputs: Project information, characterization data, site constraints, option comparison and risk review
Deliverables: Project Basis Note / Feasibility Report
Stage focus: Selected route and performance requirements
Stage result: Process logic, design conditions, system connections, controls and operating requirements
Typical inputs: Design criteria, route comparison, process calculations, layout and utility review
Deliverables: Design Basis, Preliminary Flow Diagram
Stage focus: Comparable procurement requirements and proposal evaluation
Stage result: ToR or specifications, evaluation criteria, clarification requirements and proposal comparison
Typical inputs: Requirements matrix, compliance schedule, technical and lifecycle comparison
Deliverables: ToR / Specification Pack, Vendor Evaluation Report
Stage focus: Site, equipment and delivery coordination
Stage result: Layout, utilities, connections, responsibilities, sequencing and shutdown requirements
Typical inputs: Connection schedule, responsibility matrix, layout and installation review
Deliverables: Integration and Implementation Plan
Stage focus: Installation, controls and operating readiness
Stage result: Commissioning steps, acceptance tests, operator preparation, documentation and handover requirements
Typical inputs: Commissioning plan, test sheets, KPI and alarm schedule
Deliverables: Commissioning and Acceptance Report
Stage focus: Performance under operating conditions
Stage result: Performance against the defined duty, shortfalls and corrective or optimization actions
Typical inputs: Operating data, performance trends, operator logs and KPI review
Deliverables: Performance Review and Optimization Plan
Project Milestones
Project Basis Note / Feasibility Report
Defines the trigger, required duty, constraints, initial routes and next work.
Design Basis & Preliminary Flow Diagram
Records the selected route, design conditions, system connections and controls.
ToR / Specification Pack & Vendor Evaluation Report
Establishes comparable requirements and records the proposal evaluation.
Integration & Implementation Plan
Sets layout, connections, responsibilities, sequencing and installation requirements.
Commissioning & Acceptance Report
Records commissioning checks, acceptance tests, operator preparation and handover.
Performance Review & Optimization Plan
Compares operating results with the defined duty and records required actions.
The composting project is based on a defined biosolids quantity and quality, bulking-material supply, process controls, intended outlet and fallback route.
Illustrative starting point: Decision Basis & Feasibility.
Note: These examples are illustrative. The engagement scope, route elements and deliverables are defined from the project condition, available information and decisions required.
The initial review considers the project need, current stage and decision required. The engagement scope is then defined around the information already available, required duty, procurement status and work needed to progress.
The available project details are carried into an email enquiry.
