PERA Methodologies

PERA provides a formal methodology for Enterprise Master Planning, however, methodologies for use in subsequent phases are not defined by PERA. Instead, PERA encompasses existing methodologies for Engineering Design, Construction, Operations, etc.

Since PERA represents the full life cycle of the Enterprise, all existing Enterprise documents and tools can be fit within its structure. As the Enterprise is developed, and increasing levels of detail are defined, it is possible to see how each of the contributing groups and their "deliverables" are related to the others.

Since PERA is a GERAM, and can be used to represent any enterprise, similar deliverables, tools, products, etc. which are used in different industries can be related, and perhaps also rationalized.

PERA indicates that the next most basic way to structure the enterprise model is by "phase" as indicated by this diagram.

Fluor Daniel has defined an Engineering Design methodology which is based on PERA principles and which is compatible with the PERA Master Planning methodology. A project executed by Fluor Daniel might therefore include the following methodologies at the different phases of the project.

Conceptual Engineering

PERA Master Planning

Other Client or Fluor Daniel Process Facility Definition Methodologies

Preliminary Engineering

Fluor Daniel-PERA Design Methodologies for Enterprise Integration and Communication Systems

Fluor Daniel Preliminary Engineering Design Methodology for Control Systems

Fluor Daniel Preliminary Engineering Methodology for Process Facilitites

Fluor Daniel Preliminary Engineering Methodology for Electrical Facilitites

Fluor Daniel Preliminary Engineering Methodology for Civil Facilitites (buidlings, sewers, etc.)

Detail Engineering

Fluor Daniel-PERA Design Methodologies for Control and Information Systems

Fluor Daniel Detail Engineering Methodology for Process Facilitites

Construction

Fluor Daniel Construction Methodology for Process Facilitites

Fluor Daniel-PERA Methodology for Enterprise System Implementation

Operations

Client Operations Procedures

Note that the above is not intended to be a complete list of methodologies employed at each phase of the project, but rather indicates how PERA methodologies relate to existing methodology sets. By understanding how Manufacturing Facilities, Control and Information Systems, and Human and Organizational design methodolgies relate to each other, it is possible to define interfaces and information exchange requirements. If this information exchange is not carried out at the correct points in the design process, major schedule and cost implications will result.

Although formats of each of the three architecture components (Facilities, People and Information Systems) vary, the intent is the same: to provide a coherent and coordinated representation of the enterprise during that phase. It is also true for all three architecture components, that additional detail is added in each sucessive phase by building on the information defined in the previous phase.

The following diagram shows typical "deliverables" or documents produced at each phase of the Enterprise.