Facility Consulting Site With AI Chat
Budget: $30 – $250 CAD
Scope of Work (SOW) – Ferris Group WordPress Website
Overview
Build a modern, standards-aligned WordPress website for Ferris Group (Facilities Consulting • Est. 1969).
Translate the approved one-page prototype and site plan into a full, editable WordPress site with modular blocks/components.
Goals & Objectives
Clearly present Ferris Group’s services and standards alignment (ISSA CIMS-GB ↔ APPA).
Showcase the benchmarking workflow KPI → APPA → QA → QC → $/sqft and Butler FM technology integration (Technology → Equipment Optimization → AI).
Generate qualified leads via:
“Ask Mr. Ferris a Question” form.
“Book a Consultation” CTA (header shows “Book Free Consultation (paid by ISSA)”).
Support case studies and downloadable 1-pagers (PDFs).
Primary Deliverables
Production-ready WordPress site, responsive, accessible, and easy to edit.
Reusable Gutenberg blocks (or modern page builder) for: service cards, KPI tables, flow diagrams, case tiles, stat blocks.
Pages/sections per Sitemap (below).
Two forms:
Ask Mr. Ferris (simple Q&A capture)
Book a Consultation (spam-protected)
Resources/Downloads hub for PDFs with simple admin upload.
Dark theme, global typography, and spacing to match prototype.
On-page SEO (titles/meta/schema for Organization, Service, Article).
Analytics (GA4; optional LinkedIn Insight Tag).
Sitemap / Information Architecture
Home (Hero; Ferris Method: Assess → Benchmark → Improve → Validate; CTAs)
Services (Consulting; SSOP & Forms; Operational Excellence; RFP Management; Butler FM Technology; Equipment Optimization; Floor Safety; Floor Appearance; Facility Performance; Cost Analysis)
Brand Narrative (Consult • Contract • Restore • Maintain (FME) • Technology)
Benchmarking (KPI Library; Sample Benchmarks; KPI → APPA → QA → QC → $/sqft flow)
Standards & Compliance (ISSA CIMS-GB overview; APPA alignment; program mapping)
Case Studies (Property Management – Ontario; Contract Cleaner — Equipment Program & Six Sigma; University; Retail; Healthcare) + detail page for Property Mgmt (Ontario)
Resources (Templates, Guides, Whitepapers, Butler FM overview, case PDFs)
Ask Mr. Ferris (question form)
Contact — Book a Consultation
Legal (Privacy, Terms)
Key Content Requirements
Include NFSI Slip, Trip & Fall testing (BOT-3000e / ANSI A326.3) on Safety.
Show APPA scoring integration and cost-per-sq-ft models (Benchmarking/Standards).
Highlight Butler FM Operations Technology (Technology → Equipment Optimization → AI).
Under Maintain, reference FME (Facility Maintenance Equipment).
Case tiles + one detailed case page (Ontario). Optional “Download 1-pager (PDF)” button.
Functionality
Header: Left “Ask Mr. Ferris a Question” prominent button (desktop), right “Butler FM” + “Book Free Consultation (paid by ISSA)”.
Sticky navigation with anchor links; smooth scroll; active link state.
Forms: store submissions in WP + email notifications; basic spam protection (honeypot or reCAPTCHA).
Resource downloads: secure file handling; open PDFs in new tab; easy admin replacement.
Custom blocks/shortcodes for KPI tables and flow arrows.
Case detail template: stat tiles (APPA, DCOF, cost/sqft), scope, validation evidence.
Design & Branding
Dark theme, high contrast; rounded corners; soft shadows; generous spacing.
Clean sans typography; bold headings; pill/chip UI for tags.
Use provided Ferris Group logos (including white variant) and brand accents.
Performance & Accessibility
Lighthouse ≥ 90 on Performance/Best Practices/SEO for Home at launch.
WCAG 2.1 AA: color contrast, focus states, semantic headings, descriptive alt text/labels.
Fully responsive (≥320px to large desktop).
SEO & Analytics
On-page SEO: titles, meta descriptions; logical H1-H3 hierarchy; internal linking.
XML sitemap & robots.txt; Open Graph/Twitter cards.
GA4 site-wide; event tracking for form submissions; optional LinkedIn Insight tag.
Hosting & Tech Stack
WordPress (latest stable). Custom child theme or block theme.
Recommended plugins:
Forms (Gravity Forms / Fluent / Contact Form 7 + Honeypot)
SEO (Yoast or RankMath)
Caching (WP Rocket or LiteSpeed Cache)
Security (Wordfence or Sucuri)
Staging environment with one-click push to production.
Security
Hardened login (rate limiting), minimum plugin footprint, minor auto-updates.
Enforce SSL/HTTPS; set secure headers; disable XML-RPC if not needed.
Content Migration
Load approved copy from provided RTF and canvas prototype.
Place provided PDFs in Resources and link from relevant pages (case studies).
Insert images/logos; optimize and provide @2x where helpful.
Admin & Training
Editor-friendly blocks; concise handoff guide (PDF or Loom).
One live 60-minute walk-through for content editors.
Timeline & Milestones (example)
Week 1: Setup, theme scaffolding, IA & block library.
Week 2: Pages build, forms, resources hub, case template.
Week 3: Standards/Benchmarking visuals, performance passes, QA/UAT.
Week 4: Revisions, content load, launch + post-launch fixes.
Acceptance Criteria
Every nav link/anchor works; no console errors.
Ask & Consultation forms submit successfully; email routing confirmed.
Benchmarking page shows the KPI → APPA → QA → QC → $/sqft flow and sample table.
Standards page maps CIMS-GB ↔ APPA; RFP Management page present.
Case Studies grid shows all tiles + Property Mgmt (Ontario) detail page.
Resources page lists PDFs; downloads open properly.
Lighthouse ≥ 90 (Home); WCAG AA contrast; basic SEO checks pass.
Assumptions
Client provides hosting or agrees to recommended managed WP host.
Client supplies final copy, brand assets, and PDFs.
Up to 2 rounds of revisions included (site-wide, non-structural).
Out of Scope (optional)
Custom web app dev beyond WP; complex third-party API integrations beyond analytics/forms.
Full copywriting beyond minor edits; original photography; ongoing SEO beyond launch setup.
Client Responsibilities
Provide content, logos, PDFs, and timely review feedback.
Supply email addresses for form routing; provide analytics tags/IDs.
Pricing & Payment (fill in)
Fixed price or milestone-based.
Example: 40% on kickoff • 40% at staging approval • 20% on launch.
Contact
Ferris Group —
Overview
Build a modern, standards-aligned WordPress website for Ferris Group (Facilities Consulting • Est. 1969).
Translate the approved one-page prototype and site plan into a full, editable WordPress site with modular blocks/components.
Goals & Objectives
Clearly present Ferris Group’s services and standards alignment (ISSA CIMS-GB ↔ APPA).
Showcase the benchmarking workflow KPI → APPA → QA → QC → $/sqft and Butler FM technology integration (Technology → Equipment Optimization → AI).
Generate qualified leads via:
“Ask Mr. Ferris a Question” form.
“Book a Consultation” CTA (header shows “Book Free Consultation (paid by ISSA)”).
Support case studies and downloadable 1-pagers (PDFs).
Primary Deliverables
Production-ready WordPress site, responsive, accessible, and easy to edit.
Reusable Gutenberg blocks (or modern page builder) for: service cards, KPI tables, flow diagrams, case tiles, stat blocks.
Pages/sections per Sitemap (below).
Two forms:
Ask Mr. Ferris (simple Q&A capture)
Book a Consultation (spam-protected)
Resources/Downloads hub for PDFs with simple admin upload.
Dark theme, global typography, and spacing to match prototype.
On-page SEO (titles/meta/schema for Organization, Service, Article).
Analytics (GA4; optional LinkedIn Insight Tag).
Sitemap / Information Architecture
Home (Hero; Ferris Method: Assess → Benchmark → Improve → Validate; CTAs)
Services (Consulting; SSOP & Forms; Operational Excellence; RFP Management; Butler FM Technology; Equipment Optimization; Floor Safety; Floor Appearance; Facility Performance; Cost Analysis)
Brand Narrative (Consult • Contract • Restore • Maintain (FME) • Technology)
Benchmarking (KPI Library; Sample Benchmarks; KPI → APPA → QA → QC → $/sqft flow)
Standards & Compliance (ISSA CIMS-GB overview; APPA alignment; program mapping)
Case Studies (Property Management – Ontario; Contract Cleaner — Equipment Program & Six Sigma; University; Retail; Healthcare) + detail page for Property Mgmt (Ontario)
Resources (Templates, Guides, Whitepapers, Butler FM overview, case PDFs)
Ask Mr. Ferris (question form)
Contact — Book a Consultation
Legal (Privacy, Terms)
Key Content Requirements
Include NFSI Slip, Trip & Fall testing (BOT-3000e / ANSI A326.3) on Safety.
Show APPA scoring integration and cost-per-sq-ft models (Benchmarking/Standards).
Highlight Butler FM Operations Technology (Technology → Equipment Optimization → AI).
Under Maintain, reference FME (Facility Maintenance Equipment).
Case tiles + one detailed case page (Ontario). Optional “Download 1-pager (PDF)” button.
Functionality
Header: Left “Ask Mr. Ferris a Question” prominent button (desktop), right “Butler FM” + “Book Free Consultation (paid by ISSA)”.
Sticky navigation with anchor links; smooth scroll; active link state.
Forms: store submissions in WP + email notifications; basic spam protection (honeypot or reCAPTCHA).
Resource downloads: secure file handling; open PDFs in new tab; easy admin replacement.
Custom blocks/shortcodes for KPI tables and flow arrows.
Case detail template: stat tiles (APPA, DCOF, cost/sqft), scope, validation evidence.
Design & Branding
Dark theme, high contrast; rounded corners; soft shadows; generous spacing.
Clean sans typography; bold headings; pill/chip UI for tags.
Use provided Ferris Group logos (including white variant) and brand accents.
Performance & Accessibility
Lighthouse ≥ 90 on Performance/Best Practices/SEO for Home at launch.
WCAG 2.1 AA: color contrast, focus states, semantic headings, descriptive alt text/labels.
Fully responsive (≥320px to large desktop).
SEO & Analytics
On-page SEO: titles, meta descriptions; logical H1-H3 hierarchy; internal linking.
XML sitemap & robots.txt; Open Graph/Twitter cards.
GA4 site-wide; event tracking for form submissions; optional LinkedIn Insight tag.
Hosting & Tech Stack
WordPress (latest stable). Custom child theme or block theme.
Recommended plugins:
Forms (Gravity Forms / Fluent / Contact Form 7 + Honeypot)
SEO (Yoast or RankMath)
Caching (WP Rocket or LiteSpeed Cache)
Security (Wordfence or Sucuri)
Staging environment with one-click push to production.
Security
Hardened login (rate limiting), minimum plugin footprint, minor auto-updates.
Enforce SSL/HTTPS; set secure headers; disable XML-RPC if not needed.
Content Migration
Load approved copy from provided RTF and canvas prototype.
Place provided PDFs in Resources and link from relevant pages (case studies).
Insert images/logos; optimize and provide @2x where helpful.
Admin & Training
Editor-friendly blocks; concise handoff guide (PDF or Loom).
One live 60-minute walk-through for content editors.
Timeline & Milestones (example)
Week 1: Setup, theme scaffolding, IA & block library.
Week 2: Pages build, forms, resources hub, case template.
Week 3: Standards/Benchmarking visuals, performance passes, QA/UAT.
Week 4: Revisions, content load, launch + post-launch fixes.
Acceptance Criteria
Every nav link/anchor works; no console errors.
Ask & Consultation forms submit successfully; email routing confirmed.
Benchmarking page shows the KPI → APPA → QA → QC → $/sqft flow and sample table.
Standards page maps CIMS-GB ↔ APPA; RFP Management page present.
Case Studies grid shows all tiles + Property Mgmt (Ontario) detail page.
Resources page lists PDFs; downloads open properly.
Lighthouse ≥ 90 (Home); WCAG AA contrast; basic SEO checks pass.
Assumptions
Client provides hosting or agrees to recommended managed WP host.
Client supplies final copy, brand assets, and PDFs.
Up to 2 rounds of revisions included (site-wide, non-structural).
Out of Scope (optional)
Custom web app dev beyond WP; complex third-party API integrations beyond analytics/forms.
Full copywriting beyond minor edits; original photography; ongoing SEO beyond launch setup.
Client Responsibilities
Provide content, logos, PDFs, and timely review feedback.
Supply email addresses for form routing; provide analytics tags/IDs.
Pricing & Payment (fill in)
Fixed price or milestone-based.
Example: 40% on kickoff • 40% at staging approval • 20% on launch.
Contact
Ferris Group —