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Advisory Services: Guidelines and Standards

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Guiding Principles. Lasting Impact.

We’re creating smarter, better design guidelines.

We move beyond static documents and create living systems—guidelines and standards that are clear, usable, scalable, and aligned with long term goals.

Design guidelines and standards are powerful tools. When thoughtfully conceived and properly maintained, they enable better coordination across teams, consistency across portfolios, and smarter capital investment decisions—while creating environments that support performance, health, and culture.

Integrated expertise. One unified approach.

Our core team brings deep experience across workplace, higher education, healthcare, and civic environments, supported by specialists in planning, interiors, sustainability, operations, technology, and experience design.

Rather than working in silos, we contribute to shared themes and goals—ensuring guidelines reflect how spaces are planned, built, operated, and experienced over time.

Client

Where you feel friction, we see potential.

We believe guidelines should be strategic, practical, and adaptable. That’s why our process begins by understanding how guidelines are used today—and where they need to evolve. From there, we establish a plan for enduring success: clear revision and governance frameworks; version control and approval workflows; feedback loops that support continuous improvement; and longterm maintenance strategies.

The end product genuinely supports decision making in practice—not just in theory.

Fragmentation ⇒

Many organizations inherit a patchwork of guidelines—developed at different times, by different teams, in different formats, with varying levels of relevance.

Clarity

We help you create a clear, coherent framework that organizes standards meaningfully and allows content to evolve over time.

Disparate Audiences ⇒

Guidelines must serve many users: internal teams, consultants, contractors, and external partners—each with different needs and levels of expertise.

Tailored Engagement

We design multiple points of entry and engagement so guidelines are intuitive, accessible, and actionable for every audience, every time.

Complexity and Choice ⇒

Codes, rules, standards, recommendations, alternates, and exceptions can overwhelm teams and slow execution and decision making.

Implementation Pathways

By knowing when guidance is required or flexible, and how to tailor solutions to context—without losing consistency—we create clear roadmaps for success.

Guidebook is our AI-powered platform that makes guidelines easier to use, manage, and scale. Guidebook

We meet you where you are and help you get where you want to go.

Digital Document

Interactive PDFs that are designed to evolve with your organizational needs.

Web-ready Content

Content that works seamlessly within your existing digital tool or web platform.

Your easy button for content control, consistency, and coordination.

Guidebook

The digital project space for teams with custom integrations, workflow tools, and more.

Guidebook is data-driven and AI-first, built to flex across architectural, design, and experience guidelines as client needs grow and evolve.

Content Management

✓ Robust information architecture and templates

✓ Role-based access, approvals, and version control

✓ Advanced search, sort, filtering, and favorites

✓ Portfolio view

Integrations

✓ SharePoint

✓ Google Drive

✓ BIM

✓ Matterport

✓ Mapping

Workflows

✓ Approvals

✓ Program calculator

✓ Project space

✓ Compliance checklists

Change Management

✓ Editor onboarding

✓ Training library

✓ Newsletter templates

✓ New team testing

✓ Regional team onboarding

Features made with you in mind

Show me all examples of decorative lighting, plus all related specs and drawing files.

I found decorative lighting specifications in Design Guidelines and Technical Guidelines. Do you want to view them in CAD or 3D?

Ask anything

Find exactly what you need. Our AIpowered platform enables any user to find answers to even the most complex questions.

Streamline feedback

In comment mode, you can click anywhere on screen to drop a comment, request a revision, or raise a flag. All feedback is logged and managed in a centralized administrator interface.

Ensure all specifications reflect latest sustainability targets outlined in annual operations plan.

Apr 21 Feedback Log

Ensure all specifications reflect latest sustainability targets outlined in annual operations plan.

Alice Weber, Project Manager
Alice Weber, Project Manager

Manage teams with ease

Create user profiles with assigned roles and permissions so that the right content is vetted and approved before going live.

Uncover portfolio insights

Visualize your assets in our GIS-enabled 3D mapping software. Full integration with your databases enables you to unlock insights, support decisionmaking, and accelerate implementation.

Portfolio

We’re trusted by leading organizations

Select clients

American Express

Arup

BlackRock

Bluebird Bio

Brown-Forman

Brown University

CHS

Chubb Insurance

Citigroup

CMHC

Coca-Cola

Confidential Children’s Hospital

Confidential Contact Center

Confidential Gene Therapy Client

Confidential Global Fortune 500

Tech Company

Confidential Pharmaceutical Company

Confidential Technology

Engineering Company

Cushman & Wakefield

Discovery

Equity Office

Fidelity

Harvard University Health Services

Indeed

Kimberly-Clark

Land O’Lakes

Mayo Clinic Rochester

Microsoft

NAV Canada

Newell Brands

NFP Insurance & Investment

Prologis Branch Offices

Red Hat

Robert Half

Rubius Therapeutics

Software AG

Syracuse University

Thompson Reuters

University of California, San Francisco

U.S. Bank

Wells Fargo

Western Digital

Yale University

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For more information, contact: perkinswill.com/contact/

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