Approaching a website development project can be daunting if you’re unfamiliar with the process and unsure what to expect. In this article, we’ll provide a detailed overview of the web development process to help you understand what’s involved, making it easier for you to approach a project yourself and avoid any pitfalls.

Your Role as the Client 

If you read our recent series of in-depth guides through the end-to-end process of web design, you’ll know that process will usually involve a lot of collaboration between you, your team members, and the agency you’re working with. 

Once you’ve been through that process and your design is complete, you’ll need to move to the development stage of the project to bring your designs to life. 

You’ll likely have less involvement in the development stage, and less collaboration will be required, so your role will primarily be to sit back and relax while a team of skilled developers do their thing.

Depending on the project size, complexity and project management approach, you may have some touch-points with your agency partner throughout the process. If you are taking an Agile approach, this may include sprint retrospective meetings, or if you are working in a different way, this may just include short demonstrations, walk-throughs of certain pieces of bespoke functionality, or it could just be allowing you to start familiarising yourself with different features as they’re being built. 

A Smooth Handover from Design to Development 

One of our core qualities here at SoBold is ensuring the design and development processes work closely together. That’s achieved by not only having a very integrated design and development team in the office, but also ensuring we hold a thorough, detailed handover meeting between the designers and the developers at this stage. This serves as a key aspect of every project we work on. 

The purpose of this is to give the developers a full understanding of the website or platform they need to build before any work begins, reducing the risk of error and accelerating the delivery time.

Every agency will have their own approach to this. It should usually involve the project designer(s) and project manager(s) walking the development team through everything that took place during the design process and explaining the thought process behind the decisions they’ve made. They’ll also give suggestions and guidance for how the design might be best approached from a development point of view. 

Any questions the developers have about their task at hand can be answered during the handover meeting, and at any time throughout the development process, allowing the development work to flow efficiently and effectively. 

The Benefits of Working with a Full-Service Web Design and Development Agency 

It’s so important to align your web designers and developers, because, more often than not, there are fundamental differences in how they think and approach their work. If you decide to work with an out-and-out web design agency to design your site, with a separate development agency building it, you may encounter gaps in understanding between the two processes. 

Working with an agency partner that has specialist expertise for both disciplines in-house will ensure your website is delivered on time, within budget, and directly aligned with your requirements. Having designers and developers in the same team who can share knowledge throughout the processes will almost always result in the delivery of a higher quality project too.

Building Your Website

With the handover complete, the developers will begin building your website. 

Most development agencies will likely start with setting up the base. This involves setting up the base styles of the site which includes and is not limited to default colours, typography styles and global components – including button and link styles.

Once the base is set up, your developers would typically move onto the navigation and footer set up before moving onto building out all the page templates and blocks in the design should they be taking a block based approach. 

Part of this process will often involve integrating certain components of your site with other systems you use within your business. 

Peer Reviews and Testing to Maintain High-Performance Standards 

It’s important for your agency to review and test internally all the elements that have been built, so any bugs are identified and rectified as early as possible.

Again, different agencies will have differing approaches to this. Here at SoBold, we leverage the size and experience of our team to conduct a thorough peer review process on every single component we build.

Following this internal review process, you’ll usually be given a link to your site in a staging environment.

All your content will have likely been carried over from your existing site and redirects should also be in place so that when you push the site live, any old redundant links will be redirected to the appropriate page on your new site. 

If you have any live marketing campaigns running, it’s important to ensure your development agency and your marketing team (or agency) are in regular communication prior to this, so they can keep your campaigns updated in line with your new site’s launch. 

Smooth Sailing Post-Launch 

Once your new website is live, you’ll likely have a period of time whereby your agency will be on hand to fix any bugs that relate to the content on the new site. Here at SoBold we work with our clients for a period of 30 days following the launch of their sites, and any ongoing support beyond this 30-day bug-fix window will require a separate maintenance agreement. 

Your agency should also go through the back-end of your platform with you, so you know exactly how to make changes to your website. For the most part, agencies will understand how important it is for you to be able to manage the site yourselves internally, and this is something we believe is crucial for you to be shown in detail at the end of the development process.

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There are plenty of similarities between WordPress and Drupal. That can make it particularly hard to choose between the two if you’re tasked with finding a new content management system (CMS) for your business. But when you’re about to invest in a new CMS, it’s an important decision that needs careful consideration. 

After all, your CMS will be the platform upon which your website is built, and the influence that will have on your business growth and success today shouldn’t be underestimated. With that in mind, it’s crucial to find a platform that aligns with your specific requirements and enables you to achieve your strategic objectives. 

To help you gain a clear understanding of the differences between WordPress and Drupal, and decide which one is better suited to your business, we’ve provided this helpful side-by-side assessment.

This article is part of a new series where we’ve explored direct, objective comparisons between some of the leading options for CMSs. In the third article of this series, we’re looking at Drupal and WordPress. You can find links to the other articles in this series at the bottom of the page. 

Approachability and Ease-of-Use 

A CMS is a big investment, and so you’ll want to begin getting good use and value from your platform of choice as quickly as possible. Like any type of software, though, some platforms are more approachable for the average user, while others will require you to have some previous experience to get going. 

How Approachable is Drupal? 

Drupal is aimed at users with some prior coding skills or content management experience. If you have technical skills at your disposal, Drupal can provide great functionality once you’ve put some time and effort into setting everything up.

For non-technical users, however, working with the platform and getting comfortable using it can be a long-term process. It’s an advanced CMS that doesn’t offer much in the way of straightforward usability “out-of-the-box” unfortunately. If your team is made up of non-technical users and beginners, this might not be the best platform for you. 

Even if you work with a web development agency to help you get everything set up and tailored to your preferences, the complexity of the code will make their project timelines and costs higher than the average CMS.

How Approachable is WordPress? 

WordPress is very approachable for anyone, even beginners without any previous experience using a CMS. 

Simplicity is one of WordPress’s greatest strengths, and many would argue that elevates it above all its peers.

This usability allows you to get up-to-speed immediately with a very fast time-to-market for your site. That means you’ll begin to achieve a positive return on investment (ROI) much quicker than most other platforms. Almost everything you need to build and manage your website will be readily available when you first begin using WordPress, making it more approachable for the average user than Drupal. 

As it’s such an intuitive platform, pretty much anyone in your team will be able to use WordPress. That will make it easier to handle the daily management and running of your site as a shared responsibility. 

Functionality and Customisation 

As touched on above, you should be looking for a platform that you and your colleagues will be comfortable using on a daily basis. If you don’t like the way a CMS functions, you should remove it from your shortlist of options.

While Drupal and WordPress are similar at first glance, with the same fundamental functionality of a CMS, there are some unique features and capabilities that differentiate them. There’s also a wide range of ways to customise them to your own liking.

Working with Drupal

While the complexity mentioned in the previous section does require considerable time, effort, and money to get past, once you’ve got there you’ll likely find Drupal is a good CMS to use for building and editing your website.

Drupal’s user interface (UI) is fairly easy to get used to. You can publish, edit, manage, and organise content with flexibility, adjusting your page structure and site navigation. You can also lean on a large library of website themes and modules, which are additions similar to WordPress’s plugins, to tailor your CMS to your own unique specifications. 

Working with WordPress

As a CMS, WordPress’s simple, intuitive functionality allows you to seamlessly launch and manage your site. It’s very convenient editing content on a page-by-page basis with WordPress with its block-based design. This allows you to create quality content from day one, with the freedom and flexibility to make adjustments to the platform as and when you require. 

WordPress also allows you to customise it as well with a vast selection of plugins and themes. The difference between WordPress and other CMSs, though, is that there’s not much you’ll need to change about it out-of-the-box before you can begin using it comfortably.

Because it has a lower cost and faster time-to-market, it will free up more time for you (or your agency) to focus on higher value work, like differentiating your site from competitors or developing personalised content for your customers.

Platform Security 

When writing down the criteria that you’ll use to select your CMS, security should be one of the first things on that list. Threats to cyber security and data protection are increasing by the day, for businesses of all sizes across all sectors, so it’s crucial to ensure you select a secure, trustworthy platform.

How Secure is Drupal?  

One of the major advantages of a CMS that’s aimed at those with web development skills is that the users of Drupal work hard to ensure the platform is highly secure. Drupal regularly receives security updates and additional reinforcements to protect the platform. 

Of course, you still need to test thoroughly and continuously double-check there are no vulnerabilities in your system. This is usually the responsibility of your agency, and a good partner should always prioritise security at the core of any development project.

How Secure is WordPress?

WordPress is a secure platform, but some still carry the misconception that it isn’t suitable for large businesses. To find evidence of its enterprise-grade security, though, you only need to look at the number of organisations using WordPress as their CMS of choice today.

Still, there are some potential vulnerabilities that are important to be aware of. For instance, be careful when adding plugins to your WordPress platform. As WordPress runs on open-source software, some developers will inevitably release plugins that aren’t secure, so you should only use plugins from reputable sources. 

When you do use plugins, you’ll also need to test them thoroughly and keep them updated, and ideally have them working alongside security-specific plugins such as WordFence. These are issues that a good agency partner should be well aware of and handle for you. 

Security is also influenced by the hosting environment of your platform. You can reduce your security risks further with WordPress if you find a trustworthy, well-managed hosting partner to look after your system.

The Global Communities

An active community of developers is a valuable asset for a CMS to have. This is a selection of dedicated users who work hard to contribute to growing and improving the platform, either by releasing new updates and plugins or fixing bugs in the software’s code.

For businesses like yours, the community could make the difference between having a small issue resolved quickly or growing into a big problem. Communities also provide resources to learn more about the technology, to further develop the digital offering you provide to your customers. 

Drupal’s Community 

Drupal has a fairly niche, but very passionate developer community supporting it. The size of Drupal’s community is considerably smaller than more popular platforms like WordPress, mainly because of that higher degree of coding skill required to use the CMS easily. 

However, that doesn’t detract from the level of support or added value you’ll receive if you do opt for Drupal. New themes, modules, and updates are often released to contribute to the quality of websites that can be built on the platform.

WordPress’s Community 

Most of what’s been discussed as strengths of WordPress in this article can be put down to the hard work of the community adding to the software. 

WordPress’s community is truly global, with millions of users regularly producing innovative new themes and plugins that your business can pick up and begin using with ease.

No matter what issues you run into with your WordPress site, there will always be help readily available from the community. 

WordPress users are renowned for their events as well, with free meet-ups and conferences often held to help users learn more about the technology. WordCamp, for example, is a non-profit event that has been run by the WordPress community since 2006 across several continents. WordPress also hosts an annual event called WordPress accessibility day, designed to help increase awareness of the importance of accessibility in modern technology. 

The Cost and TCO 

Another important aspect of your evaluation will be the cost of your CMS, and its long-term total cost of ownership (TCO). 

The platform you choose will need to deliver good value for money and a strong ROI. How easily you can achieve these will vary depending on the CMS and how well it aligns with your business’s requirements.  

Drupal’s Up-Front Investment and Ongoing Costs 

Drupal is an open-source platform, which means it’s free to use. In most cases, Drupal is a good option in terms of value when compared to other CMSs.

You’ll only need to worry about costs like agency fees for development, your platform hosting, and post-deployment testing and maintenance. 

However, the aforementioned complexity of Drupal often causes agency work to be more costly and time-consuming than it would be when working with platforms like WordPress. From basic set up and development to customisation, it’s possible your TCO will continue to grow over the years the longer you’re working with Drupal.  

WordPress’s Low Cost and TCO

WordPress, on the other hand, is a very cost-effective solution with a much lower TCO than with Drupal. 

It’s another open-source platform with no license fees, and you’ll rarely need to add on new features or capabilities because it comes with so much “out-of-the-box” already. 

WordPress development is more simple and affordable, as are its maintenance and support. As mentioned earlier, the fast time-to-market helps you get a high quality website launched quickly so you can begin seeing ROI almost immediately.

Understanding the Role of an Agency 

The role of an agency has been mentioned several times throughout this article. That’s because most businesses with a great website will have worked with an agency partner with platform-specific skills to help them bring their vision to life. 

An agency can support you with hosting, design, development, maintenance, security, and updates, each of which can be highly complex and challenging to handle alone. 

Therefore, it becomes even more important to consider how easy your CMS is to work with, not just for you and your team but for your development agency as well. 

With a platform like Drupal, that has a reputation for being difficult and time-consuming to work with, agency projects are likely to be quite a big investment, and an ongoing one at that. WordPress is a platform that’s far easier to work with, meaning that the cost of releasing a quality, secure website will be much more affordable. 

A CMS becomes far easier to use when you find an agency with the experience and expertise to help you gain as much value from the technology as possible. Whichever platform you choose, you’ll find it easier to achieve positive ROI if you have a specialist partner supporting you. 

Deciding Between Drupal and WordPress 

Both WordPress and Drupal are perfectly good options for most businesses looking for a new CMS. While there are strengths and weaknesses to consider, the most important thing is to keep your business’s specific needs in mind.

Make sure you’re clear on your strategic objectives, unique requirements, users, budget, and other factors to inform your decision. Once you’ve done that, use the comparisons in this article to see how each CMS lines up against what you’re looking for. It should then become evident which platform is more suitable for you. 

If you need more help in your evaluation of the various CMS options: 

• Read our comparison between Sitecore and WordPress here. 
• Read our comparison between Umbraco and WordPress here.

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Did you know you can use a block-based approach with your WordPress website to gain more value from the platform, with significant advantages in flexibility, scalability, and ease-of-use? 

In this article, we’ll explain what blocks are, how they work, and how you can use them to build enterprise-grade websites quickly and efficiently, without compromising on quality.

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WordPress is the most popular content management system (CMS) in the world right now, and it has been for a while. Unfortunately, though, some people still have the wrong impression that it is a CMS that can only be used to build more simple websites that do not have any real complex functionality or integrations, but this couldn’t be further from the truth. 

In fact, WordPress is far more intuitive and robust than most realise. The fact that around 45% of all websites online today are built on the platform goes a long way to prove that. WordPress also provides more scalable, agile capabilities that are perfectly suited to building enterprise-grade websites if leveraged in the right way.

There are intelligent – but still very straightforward – ways to use WordPress that can unlock more value from the CMS. If done with the right guidance, this can make WordPress a far better option than the more traditional, rigid approach of building websites.

This is an opportunity most large businesses are currently missing out on. In this article, we’ll show you how using blocks is a more flexible approach that can provide you with a wealth of benefits.

Understanding How Using Blocks In Your Website Backend works

In 2018, WordPress released a new block-based design and editing user interface (UI), known as Gutenberg. Instead of the typical page creation and editing functionality of a CMS, where you’d input text and images into a rich text editor, you can now build your site by creating and using a set of components. Components are blocks of code which have pre-defined style and input types. 

Each component is named, to denote what it is from the perspective of the front-end of your site on the web page. 

Note: Some agencies only provide a list of block names, but here at SoBold we also provide screenshots of each block so you can see it first. This makes the process much easier and saves you a great deal of time.

Each part of each web page is made up of these components, as pictured below.

However, taking a bespoke approach, you can design and construct unique blocks that are entirely your own. Blocks or components can be built for you by your agency so they’re bespoke to you, your style guidelines, your design preferences, and so on. And, when building your site, you can go into your pre-built components and edit things, like changing background colours, adding images, adding text, and so on. 

This can be set up for you by your agency, so you have everything you need to create, edit, and publish new pages with your pre-built blocks. Anytime you need to create a new page, you just have to pick the appropriate components and place them in the correct position to quickly and easily build the page. 

You can see a great real-world example of an intuitive, bespoke enterprise website built using this block-based design approach here. 

The Business Benefits of Using a Component-Based Approach

Scalability 

Scalability is one of the greatest benefits of using these blocks, especially if you are wanting to continue to build out your sitemap and build out the content. 

This scalability is where WordPress really shines, enabling simple, rapid, virtually limitless scaling of your website with a high level of accuracy. This is a cost-effective way of growing without having to compromise on the quality of your design.

Flexibility 

Blocks provide you with a great deal of flexibility in building, editing, and structuring of pages as well. The ability to customise all your components, along with the intuitive drag and drop functionality, allows you to effortlessly adapt and expand on your website.

Efficiency 

Building components, and repurposing them repeatedly across your website, is a highly efficient way of growing your site. It also makes it very difficult to make mistakes or take a wrong turn.

This efficiency of reusing blocks across your website will free up time for you to develop innovative new features, or focus on improving the service and experience you provide your clients.

Ease-of-Use 

If you have non-technical members of your team who would benefit from using WordPress, blocks will almost certainly improve the usability of the CMS for those people. 

An easier design and editing function helps more members of your team create web pages within clear, pre-set brand guidelines. That’s another aspect that frees up more time and resources to focus on higher value tasks. 

If you’re working with a design and development agency, this also makes it much easier for them to be able to train you and enable you to use the platform to manage your site. 

Faster Time-to-Market 

All this efficiency and ease-of-use will enable you to achieve a faster time-to-market for new web pages, extensions of your site, or even entirely new websites. 

That can, in turn, create competitive advantages for your business, particularly if your competitors are working with CMSs that are slower and harder to use.

Whether it’s you or your agency handling this, you can create and publish new web pages quicker than you could with any other approach.

Lower Costs and TCO

As a result of all of the above, you can reduce costs on development and design, and achieve a much better total cost of ownership (TCO) with the WordPress platform. 

Something that takes an inexperienced agency days to complete with the classic design approach can be done in hours using bespoke blocks. This drastically reduces development costs and gives you a lower TCO in the long-term.

The Importance of Finding a Capable Agency Partner 

As mentioned earlier, bespoke blocks provide you with a proven way to unlock more potential with WordPress and gain greater value from the platform. However, in order to do that, it’s important to find the right agency partner. You’ll need an agency with enterprise-grade expertise and a certain level of skill to guide and support you through this process. 

Taking this approach to building WordPress websites is nothing new, but the real value here comes in creating blocks that are completely unique and specific to you, then enabling your team to use those to scale your site. 

Many WordPress agencies may lean on the generic block editor. But to get this right, you should push beyond that to find a partner who can educate you on the opportunities of using a bespoke design system to build a high-performance website that’s effortless to manage and edit. 

A great partner will also facilitate this for you in a way that ensures you have control, removing the risk of any users making mistakes with the flexibility of this system. You won’t need to worry about the integrity or quality of your site being spoiled because all your components will be built specifically to prevent that.

You’ll gain tremendous value from receiving an intuitive, quality website that you can easily grow at will, but one that’s also managed and supported by an experienced partner. Sticking to these blocks helps you stay within brand guidelines, adhere to best practices, and keep your site consistent. 

You then have the choice to manage, edit, and expand your site yourself, or rely on your partner to do it for you quicker, easier, and more efficiently than they would with a traditional CMS. 

Making the Most of Your WordPress Platform 

Modern businesses today require a powerful, sophisticated CMS that can deliver great websites at scale with enterprise-grade performance. WordPress is a platform that’s built to provide all those qualities and more. Embracing this block-based approach is the most effective and efficient way to achieve that. 

With a skilled agency partner to help you maximise the value your business gains from the platform, you’ll quickly realise just how well WordPress can deliver agile, intuitive websites. 

If you’re in the process of evaluating platforms to deliver a bespoke web development project, check our comprehensive guide to assessing and selecting the right CMS here

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SoBold, the High-Performance WordPress design and development agency, has delivered an industry-first portal for Rede Partners, a private equity fundraising advisory firm that provides fundraising services to PE funds across Europe, North America and the APAC region. 

This bespoke portal, built on the WordPress platform, allows institutional investors to navigate upcoming funds advised by the placement agent.

Rede approached SoBold wanting to create a better user experience and improve fundraising outcomes for its customers. Rede wanted to achieve this by replacing its ‘Current Fund Offering’ mailout and PDF with an interactive, personalised, and secure online portal. Rede and SoBold worked in close collaboration to devise a simple, bespoke solution capable of delivering on a complex set of requirements, and that online portal soon became RedeWire.

RedeWire was fully integrated with Rede’s CRM system, Dealcloud, passing back data on user interactions and page views, allowing the team to follow up with interested clients.

RedeWire has been built fully personalisable for users, meaning that limited Partners are able to set all their preferences on first login, and through their account, allowing them to tailor the funds they see on their fund offering dashboard. 

As part of the RedeWire platform, SoBold also designed and developed a bespoke front-end editing and approval interface to digitalise their offline fund approval process. This process has enabled Rede Partners and their clients to send out live previews of how a fund will appear on RedeWire, gather real-time comments, or make fully audited edits to a page’s content before submitting it for approval and publication on the RedeWire portal.

RedeWire has now launched to Rede’s full customer base and initial feedback has been overwhelmingly positive. The platform has already seen a high number of account activations and interactions within its first full week of use.

SoBold and Rede will continue to work together to develop RedeWire’s capabilities further and improve the portal’s user experience. SoBold will provide ongoing support to manage the platform and deliver enhancements on a monthly basis.

You can read more on our working relationship with Rede Partners here.

Gabrielle Joseph, Head of Due Diligence and Client Development for Rede Partners said,

“The SoBold team has been a real pleasure to work with and has successfully made our vision a reality. Originally conceived as a game-changer within our industry, we are thrilled with the outcome of RedeWire and have had several clients highlight how intuitive and easy-to-use the platform is.” 

“Throughout the project, SoBold clearly understood our vision and provided thoughtful solutions to our needs. Choosing to partner with this team was one of the best decisions we’ve made, and we couldn’t be happier. We look forward to continuing to work with the team as the site evolves.”

Will Newland, Managing Director, SoBold said,

“We’re delighted to see such high early adoption of the new platform. The user feedback has been excellent so far, and this is the first of its kind in the private equity space, creating a personalised experience. We’re continuing to roll out enhancements on a monthly basis and can’t wait to grow the platform further.”

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Summary 

If you’re looking to build a website for your business, a proven approach is to work with an agency and have them deliver the project for you. This could be a bespoke website design and development agency or solely a website or platform development agency.

Before you approach an agency, however, you’ll first need to reach a clear, detailed understanding of your requirements.

This article will provide an in-depth guide to help you through the briefing process and ensure your chosen agency delivers your project successfully, including a free template you can use to create your own brief.  This template can also be used for other types of development projects as well, including anything from an online portal to an internal training platform.

Where to Start 

Whether you need to design and develop a new website, or rebuild or migrate an existing site, a natural first step is to take your idea to an agency with a view to launching a web development project. 

However, it’s a common mistake to go to an agency too early with just a raw, under-developed concept. Rather than meeting with an agency prematurely, we strongly suggest going through the process of defining your specific requirements and creating a project brief first.

The first thing to do is hold a discussion with the relevant people internally. Talk through the idea, and try to define what it is you need and what you want to achieve with it. Get a clear picture of what that idea or a concept will turn into, but also think carefully about what it should do from the perspective of your end-users. 

Once you have a more tangible understanding of what you’re looking to build, you should begin creating a brief. 

This is a document outlining the key details and requirements for the project. It’s something you’ll need to take with you to your introductory meetings with the agencies you’re considering, as it will be a very useful tool in helping you explain your idea clearly. 

A brief doesn’t have to be complicated. It’s just a simple written document that lists everything you want at this early stage. However, while a brief can be simple, it’s important that it’s as specific as possible too. The more detail you provide for your agency, the more chance you’ll have the project delivered on time, within your budget, and meeting your expectations. 

Why Having a Brief is Crucial

There are some potential pitfalls to be aware of that could create challenges for you if you don’t create a thorough brief. 

Unfortunately, some agencies will be willing to work with you without a detailed brief, glossing over important details and keeping the expectations and requirements vague. This is a red flag to look out for, as it will likely result in one of several outcomes:

• You risk going through a long, expensive discovery and definition exercise that you could’ve done yourself internally for no cost. 

• You risk being given a quote that’s too expensive, or a project timeline that’s longer than necessary.

• You risk receiving a service from the agency that doesn’t align with your request or meet your expectations. In turn, you’ll then have to spend even more time and money on a new project to get your original idea developed. 

A brief is what gives you and the agency a mutual understanding of the work that needs to be done to successfully deliver the project. Without that specificity, you might end up disappointed. That’s why it’s always wise to put some time and effort in up front before taking your idea to an agency.  

Once you submit your brief, you may be invited to participate in a follow-up session to further explore the requirements you’ve listed. This is perfectly normal, and actually a good sign. Experienced agencies will want to talk through each of the elements of your brief with you to help determine the best possible way to deliver those in the project.

How to Create Your Brief 

When you begin to discuss and plan the requirements of your project between your team, we recommend thinking carefully about the following points. 
Please note: There are a lot of things that could go into a project brief, depending on how complex your requirements are, so we won’t include everything here in this article.

The Project’s Purpose and Goals 

Start by thinking about what the purpose of the project is. There’s no use speaking to an agency until you have a clear, specific understanding of exactly what you’re trying to achieve with this project. This should relate to your strategic business objectives, but it should also be designed to meet the needs of your end-users. 

Ask yourself how this will allow you to improve your end-users’ experience or solve a problem for them. Answering this might involve working on user personas or developing user stories, or potentially even working directly with some members of your target audience to gather their input. 

Project Timelines and Deadlines 

Timing is another important point to think about, particularly how much time you have to deliver the project. Deadlines can sometimes relate to certain dates that are out of your control, so it’s better to start as early as possible in those cases. If there’s any flexibility with the timeline for delivery, make a note of that as well. 

Project Stakeholders

Make a list of all the stakeholders involved. This is a good thing for the agency to be aware of early on, because the project becomes more complex with a higher number of stakeholders.

Depending on the size of your business, and the nature of your site, your project team will usually be some combination of: A marketing director or marketing manager, someone from your operations department, and someone from IT. 

However, if you also have people like someone from your IT team responsible for security, a content writer to provide all the written text, or any external consultants, that should be made clear in advance. If your site will need to integrate with other platforms, such as your CRM system, you may have an integration manager specifically in charge of overseeing that as well.

It’s useful to designate roles to certain stakeholders, such as project sponsors, product owners, administrators, and so on. This will help you understand who’s responsible for different aspects of the project internally. 

If you plan to work with external agencies for things like SEO or branding, it’s important to note that in your brief. This is necessary for the development agency to be aware of as early as possible, because collaborating with other third-parties at different stages of the project requires a lot of coordination. 

Certain processes may also have to run differently if other third-party agencies want to be more hands-on or handle some parts of the site themselves. The earlier this is made clear, the more smoothly the project will run. 

Technology Preferences 

If you have any preference of technology platform or any requirements related to your existing tech stack, that will be something you’ll need to decide early on. For example, would you prefer to use WordPress due to its scalability, or do you have any existing investment in any other platforms? 

Think about any preference you have for the various technology choices available, why they’re important to you, and whether your agency will have to tailor their approach to accommodate that.

If you need help understanding and evaluating your options for technology platforms, check out our helpful guide here.  

Budget 

Try to determine a minimum and maximum budget for your project, even if it’s just a loose range for now. It will help you evaluate agencies, and will also help you prioritise the various aspects of the project as “must have” or “nice to have” in many cases. 

Design Look and Feel

This is where your company’s brand comes into play. You’ll want your site to reflect your brand and that will come through in the design. Bring any brand guidelines to the table, and think about what sort of tone or experience you want to convey to your end-users. 

If you don’t have any recent brand guidelines and want help updating them, or need to go through a rebranding process, mention that in your brief as well. Design and development agencies will often be able to help you in these areas too, or at least refer you to a trusted partner who can. 

User Interface (UI) 

How your end-users will interact with your site, and what kind of experience they’ll have, is largely determined by the user interface. When it comes to design and UI, simplicity is usually the best approach. However, depending on the function you’re providing, you might have some specific or bespoke UI requirements. 

Consider your target audience carefully here as well. For example, if most of your users will be accessing your site from a mobile device, it’s probably wise to opt for a mobile-first design.

Some other important things to think about here include how you’d like your sitemap to be structured, especially if you have an existing site that you’re already happy with. 

If your project will involve rebuilding or migrating an existing site or platform, it will be helpful to gather any existing data sources, such as Google Analytics, that will provide insight into your current site.

Non-Functional Requirements

Non-functional requirements are all the aspects of your site that happen behind the scenes. These are things that allow your site to do its job properly for your end-users, but won’t be evident to those people while they’re using it.

There’s a lot of things to consider with non-functional requirements, so we won’t cover everything here.

Hosting

If you have any specific hosting requirements, such as a preference for a certain cloud-based platform, or a particularly secure data centre, those will be important to identify as early as possible. 

Say, for instance, that sustainability is a core value for your business, this could also have an influence on how and where your hosting is managed.

If you have an internal IT team that will be contributing towards the hosting decision, make sure you involve them in the discussion.

Security and Compliance

Security is a growing concern for all businesses today. It’s crucial to think about security as a core component of any web development project, to minimise any potential risks for your business.

If you have someone in your team responsible for security, they should begin to think about issues such as: 

• How will you be backing up the site’s data? 
• What level of data encryption do you need? 
• How will users’ personal details be stored and protected? 
• Will you have two-factor authentication?
• What password recovery process will there be for users? 

Robust security also involves keeping compliant with any specific security or industry regulations that may affect your business. Of course, compliance with things like GDPR should be planned for at this stage too.

Some other common non-functional requirements include things like session management capabilities to track and things like log-in time, session length, pages visited, and so on. Search engine optimisation (SEO) tools, analytics, or other capabilities might need to be built into your site as well. 

Accessibility, Usability, and Responsive Design

When it comes to aspects that will make your users’ experience as seamless as possible, such as accessibility, a good agency will ensure all these things are taken care of for you. This is also the case for ensuring all major web browsers, operating systems, and devices are fully supported and compatible. Development should always be compliant with industry standards, taking into account optimum accessibility and usability.

However, if you have any additional or bespoke requirements for any of these things, those will be useful to note early on.

Functional Requirements 

The term ‘functional requirements’ refers to everything that your site will be able to do for its users, in terms of its features, functionality, and capabilities. 

As mentioned earlier, one of the first things you discussed was what the site will help your end-users achieve. From the perspective of building something your target audience can use, you should start to get a feel for what functionality is required to ensure they can achieve that.

Features 

Your features are the things your site will allow your users to do. These can be very simple, or very sophisticated, depending on what you’re aiming to provide for them. 

When putting your brief together, think of any and all features and functionality that might benefit your users. Your agency will then work with you to explore these and find the best way to turn that into intuitive, user-friendly features for you. 

What to Do Next 

Once your team has been through the process of talking through all the points listed above, you should have a very thorough, useful brief to work with. The next step is to take that brief to any introductory meetings you have with agencies and ask them what they think of the project initially. 

It’s normal for an agency to ask lots of questions at that stage and really dive into the ‘WHY’ behind all the things you’ve put into your brief. A good agency will even challenge you on certain decisions, to help you determine the best possible way to build what you need. 

Once you’ve discussed your brief with an agency, determine which one feels like the best fit. Choosing the right agency is crucial, as it will have a huge influence on whether or not your project is successful. 

As mentioned earlier, some agencies will agree to launch into a project without a brief, and that can be extremely problematic. While the main purpose of a brief is to help you and your agency understand exactly what you need, it should also be used as a way to spot partners who may not be sufficiently thorough or conscientious.

Whichever agency you choose, a detailed brief will help you ensure you’re given a fair quote, realistic timelines for completion, and a finished product that meets your requirements and expectations.

More Helpful Resources 

If you’re considering a bespoke development project, our related article provides useful guidance to help you choose the right technology platform for your specific needs: 

Understanding and Evaluating Enterprise Options for Bespoke Web Development

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