Making the best possible choice of content management system (CMS) is crucial for the success of your website. But, these days, not only do you have to navigate the many different options – from WordPress to Sitecore to Webflow – you also have the added challenge of deciding whether to go “headless” or not. 

Whether to take the less conventional headless approach with your CMS is a decision that could cause some confusion. It could even cause some challenges with your website if you end up making the wrong choice.

In this article, we’ll help you understand exactly what a headless CMS is, when you may need to take that approach, and highlight some key considerations to make before finalising your choice. 

What is a Headless CMS?

With a traditional CMS, the back-end and the front-end of the system are directly linked. This is how you use your CMS for both the content management (back-end) and to control how the content is presented to your website visitors (front-end). 

In this context, the back-end of the CMS is sometimes referred to as the “body” and the “head” is the front-end. In a headless CMS, that front-end is decoupled from the back-end of the system, hence the term headless. With this approach, you use the back-end as normal for content management and the presentation of content in the front-end is handled completely separately. 

This is valuable because it allows you to design your website front-end however you like, without any restrictions. However, it also requires more technical work from your development agency as a trade-off. 

With a headless CMS, your content is presented to your audience on your live website by using APIs that take it from the back-end of the CMS. This use of APIs also allows you to publish the same content in a variety of different formats via different channels as well, but more on that later. 

Scenarios in Which You Might Need a Headless CMS

It’s important to understand that you should only take a headless approach if it’s the most suitable way to meet a specific set of requirements or objectives.

Some scenarios in which you might need to take a closer look at adopting a headless CMS include: 

If a large volume of content is a key component of your marketing strategy. 

If you’re going to be producing and publishing a lot of content on your website, you may benefit from a headless CMS. Many people find it easier and more intuitive managing websites in the back-end of a headless CMS.

The decoupling of the front-end also means that your development agency will be the ones responsible for ensuring your audience is presented with dynamic, engaging content. 

If you expect to have high volumes of traffic and need to maintain performance. 

If the size of your website’s audience will put a heavy demand on your CMS’s performance, a headless system could be a worthwhile investment. Using APIs, and leveraging other intelligent techniques, the headless approach often delivers faster loading times, reduces the workload on your servers, and offers greater scalability.

If you have a multi-channel marketing strategy, or need to publish content across multiple digital touch-points. 

The headless approach allows you to take one piece of content, upload it into the back-end, and seamlessly publish it across several channels, including website, mobile app, social media, email, and even internet-of-things (IoT) devices.

This can help you maximise consistency, while providing your users in each channel an experience optimised for their preferred context.

If you’re prioritising personalisation. 

As personalisation is becoming much more important in modern marketing, headless CMSs are becoming more popular in enabling those tactics. 

If you need to create personalised experiences for your website visitors based on their demographic data, past behaviour, preferences, and so on, a headless CMS may be the right option. This is a useful approach for delivering tailored content to individual visitors, improving your engagement and increasing conversions.

If you have a multi-lingual or multi-regional website. 

Delivering the same content to visitors in different languages, across different locations, can also be made easier by using a headless CMS. Your localisation process can be streamlined by managing the content for all users just once in the back-end, then delivering it seamlessly in its different forms based on location or other conditions. 

Key Considerations and Potential Pitfalls

While a headless CMS can be a great choice to deliver on the requirements discussed here, it’s still not a straightforward decision in these scenarios. 

Firstly, it’s important to note that a traditional CMS like WordPress can still help you achieve all the things listed above, especially with the support of an experienced, talented agency. Secondly, there are some downsides to the headless approach that need to be considered while you’re evaluating your options.

Security

Security is an issue that needs careful consideration when looking into the headless approach. The headless architecture, and use of APIs, create more security vulnerabilities than you’d have with a traditional CMS.

It’s also common for a headless CMS to require more hands-on management in key areas such as hosting and compliance, as well as more thorough and frequent testing. 

Development Complexity

When you ask your development agency to build, manage, and maintain your website using a headless CMS, you’re asking them for more complex work than they’d be facing with a traditional system. This complexity is something you need to be aware of, both in your selection of an agency capable of delivering your requirements, and in the additional workload you’re asking them to complete for you. 

Time-to-Market 

Following on from the previous point, more complex development work often results in a longer time-to-market for your website. 

Developing a website using a headless CMS may require more time and resources from your agency to deliver the work for you. If you need to get your site up and running quickly, or if you may require future development work to be delivered quickly, a regular CMS may be a safer bet. 

Technical Skills 

Publishing content with a headless CMS may be easy, but if something goes wrong, or you need something changed, you’re unlikely to be able to do it yourself. A headless CMS requires more technical skills and development experience to maintain than a traditional CMS, even for small tasks. If you don’t have these skills in your team, you’ll be more reliant on your agency partner than you would be with a normal CMS.

Total Cost of Ownership 

All the points listed here will add up to a higher total cost of ownership (TCO). When accounting for the higher volume and greater complexity of work you’ll require from your agency, you’re likely to spend a lot more of your budget on a headless CMS. 

Unless you have specific complex requirements that demand the use of a headless CMS, it’s usually the more cost-efficient option to go with the more traditional approach.

Content Strategy

With all that said, it’s also important to consider whether a headless CMS is even necessary based on your content strategy. 

Unless you have an intricate, wide-ranging content strategy that spans various channels and platforms, it might not be worth adopting a headless CMS at all. 

Most of the requirements you have can likely be delivered by working with a reliable agency partner using a sophisticated, flexible CMS like WordPress. 

It’s also important to note that WordPress can be used in a headless context as well. This offers you a balance between a familiar, easy-to-use system and a more dynamic UX for your visitors in the front-end.

The Benefits of a Headless CMS 

If you do decide to take a headless approach, your CMS can deliver a wealth of benefits and strategic advantages. These include: 

Scalability

The headless architecture will enable you to build out your digital presence rapidly, on a large scale, across multiple channels. This scalability will be crucial for your website as your business grows and your requirements evolve. 

Customisation

Both the back-end of your headless CMS and the front-end presentation of your content are entirely customisable, tailored to your specific requirements. 

Flexibility

Headless CMSs provide a great deal of flexibility in terms of your selection of technology, content creation, and implementation of a multi-channel market strategy. 

Ease-of-Use

If you work with a skilled agency partner who can set up and manage your system for you, publishing and editing content with a headless CMS becomes quick, easy, and efficient. 

User Experience 

Delivering your content seamlessly – and consistently – across a wide range of channels and digital touch-points creates a far greater UX for your target audience. 

Performance

The headless architecture removes the need to render pages on your server. This creates the faster loading times and improved performance discussed previously, which also contributes to a better experience for your visitors. 

Competitive Differentiation

As mentioned earlier, the headless approach allows you to create a truly unique UX. In an increasingly crowded, noisy online landscape, this can help you differentiate your website and stand above your competitors. 

Future-Proofing

A headless CMS allows you to easily change or upgrade the technology you use for your front-end without having any impact on your back-end. This will help you become more agile and adapt quickly as new technology trends emerge in future. 

Making the Right Decision for Your Unique Requirements 

Ultimately, you should base your decision here on the specific requirements you have for your website and the circumstances you find yourself in. 

While a headless CMS does offer a range of innovative capabilities, the additional costs and resources you’ll need to invest may not be worthwhile. For example, the traditional use of WordPress can provide you with most of the benefits discussed earlier.

Carefully consider your objectives, your strategy, and the resources you have available. Use those to weigh up all the pros and cons listed in this article in relation to your own website project.  

The key thing is to clearly understand exactly what you need from your CMS, and use that to select the option that aligns best with your requirements.

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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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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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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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Summary

In this article, we’ll outline the end-to-end steps of what takes place in a thorough user experience (UX) and user interface (UI) web design process and discuss what modern web design requires to be successful.

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You may have read our in-depth guide to creating a brief for a web design and development project. A brief can be used to capture all your ideas and requirements before discussing your project with any web design and development agencies. 

Once you’ve completed your brief, and evaluated your options for agency partners, you’ll be ready to launch into your website project. 

An end-to-end website project is typically organised into phases, which will usually be structured as follows: 

1. Design
2. Development
3. Quality Assurance Testing
4. Migration and Launch.

We’ve provided a detailed breakdown of these phases in a recent series of articles. This series is intended to give you a clear understanding of the full end-to-end process involved when working with an agency to design and develop a website. This will help you remove any apprehension heading into this kind of project and set you up for success.

The Current State of Web Design

“Design is not just what it looks like and feels like. Design is how it works.”

Steve Jobs, Co-Founder and former CEO of Apple.

While web design does focus on the visual aspects of the site, there’s a lot more to it than just the aesthetic elements like colour schemes and typography. 

Web design is a complex blend of branding, user experience (UX) design, user interface (UI) design, graphic design, content creation, layout and structure, accessibility, and much more.

The design of your website needs to be visually attractive but, more importantly, it also needs to be simple and easy-to-use. Your website needs to find the perfect balance between supporting your strategic objectives and serving your clients with a seamless experience. Of course, that’s much easier said than done, which is why it’s so important to find an experienced partner you can trust to guide you through the process. 

Outlining the Web Design Process 

Phase 1 – Research and Planning

The phase that underpins  EVERYTHING!

A good agency will have absorbed everything in your project brief. They should also have worked hard to understand your perspective and your requirements from your website, before you’ve even agreed to work together. 

Once you’re preparing to launch the project, the research and planning phase will then go beyond that initial information gathering exercise. 

The objective of this phase is to define the full scope of the website, including its design, its features and functionality, its content, and everything else involved. 

Your site will be discussed in extensive detail, and then research will be conducted into some key areas that will inform your design and development, such as:

• Strategy
• Website Data 
• Target Audience
• Industry Landscape
• Competitors.

Whether you’re making small updates to an existing design or completely rebranding your business, it’s equally important to use this research to inform every decision you make. That’s because every element of your site’s design must be made to support your business goals and serve your target audience with a great user experience (UX). 

This research and planning phase is essential in enabling you and your agency partner to do that. 

Phase 2 – Visual Exploration

This exploratory phase involves defining the most appropriate and effective visual direction to take with your site. 

The main tool used to help determine the right visual identity for your website is a set of mood boards. These are a visual compilation of different options for colour, typography, structure, images, and other visual components that are used to tell your brand’s story through your website’s design. 

A good agency partner will usually present around three mood boards to help shape the direction, then collaborate with you to narrow it down to one final version. 

Visual exploration, like most processes within web design and development, will be collaborative and iterative. You’ll be presented with ideas by your agency partner, then given the chance to provide feedback across several rounds of revisions. 

Phase 3 – User Experience (UX) Design

The UX design process is the phase in which you work with your agency’s UX specialist to create a blueprint of the website functionality. 

This involves creating wireframes (either low-fidelity or high fidelity) that help you visualise the design and outline your website visitors’ flow through the pages into your main calls-to-action. This is the way the website’s design works strategically to drive outcomes that align with your business goals.

This phase takes place before working on the site’s visual design to ensure the two separate aspects complement each other. 

Phase 4 – User Interface (UI) Design

From there, your user interface (UI) will be designed. The styles, fonts, and look and feel of the site from the mood boards will be applied to the wireframes. 

Your agency will likely present you with a design for your homepage before moving on to the rest of the site. This will typically be done on a desktop screen size, but it can be done on mobile if you want to take a mobile-first approach. Once this is complete, it will then be designed across the relevant breakpoints.

After completing this process, your agency partner will be ready to enter into developing your website.

Making Complex Processes Simple

As technology continues to become more advanced, more and more of our daily lives now take place in a digital-first context. This means:

• Your target audience now has a shorter attention span, and less patience when browsing websites and services online
• Your target audience also has more choice of options than ever before when choosing who to buy from. 

In order to succeed, your website’s design requires careful planning, research, and a strategic approach if it hopes to meet the demands of the modern client.

Working with a specialist design and development agency is a proven approach to ensuring you gain a website that meets your requirements and delivers on the expectations of your target audience. 

Completing a process like the one outlined in this article will enable you to design a website that can become your clients’ go-to online source when they have a need. 

As mentioned earlier, we’ve provided a step-by-step guide to each of these phases to make the process even easier for you. 

To learn how to easily navigate the research and planning phase of a web design and development project, read our next article here.

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