We’re thrilled to announce that SoBold has been nominated as a finalist for an award at The Drum Awards for Marketing. 

We’ve been nominated for our team’s outstanding work developing RedeWire, a unique, “game-changing” online portal for global financial services business Rede Partners LLP.

The Drum Awards for Marketing

The Drum Awards for Marketing are intended to highlight agencies and marketing teams that truly understand their clients. Focusing on outcomes, not outputs, these awards are designed to celebrate teams who have demonstrated the measurable value their work has delivered for their clients.

We’ve been nominated as a finalist in the transformation category. This category rewards creative and innovative thinking from agencies who have created a change in model or product to enhance experiences for their clients and their end-users.

The criteria on which the finalists were selected for this category included:

• Innovation
• Creativity
• Clear strategic thinking
• Effectiveness
• Tangible results. 

We’re incredibly proud to be named as a finalist for this award, especially since innovation, creativity, and strategic thinking are qualities that we actively strive to put into every project we work on for our clients. 

“Game-Changing” Innovation – the RedeWire Platform

Global private equity (PE) fundraising advisory firm, Rede Partners, has a mission-critical process of keeping a large network of limited partner investors (LPs) updated with relevant, timely information about opportunities to invest in client funds.

The previous method of communicating this information to LPs was a large static PDF doc, produced once per quarter, shared with LPs via email. That approach is standard within the fundraising advisory industry, with many of Rede’s competitors using a similar approach. 

But the Rede team recognised this needed to become more engaging for their clients, and our team here at SoBold provided an opportunity to innovate and transform this process.

We worked closely with Rede’s stakeholders to understand their challenges and define a clear set of strategic objectives. This allowed us to identify a way to remove this long-winded, one-way communication process with LPs and create a dynamic, interactive online portal.

RedeWire is the first of its kind, and has been identified as a “game-changer in the industry” by Rede’s LPs. 

RedeWire successfully met Rede’s complex set of requirements, allowing them to: 

• Make a critical client engagement process increasingly efficient and effective 
• Provide each user with a personalised experience that includes tailored investment information and updates
• Obtain more data about user engagement and leverage that to improve other services
• Accelerate and increase investment in client funds, driving significant commercial growth for the firm
• Use an industry-first digital tool to gain significant competitive advantages.

The portal has already exceeded expectations for adoption, as it has made one of Rede’s critical points of communication with investors more efficient, effective, and engaging. 

Check out our case study to learn more about the RedeWire platform here. 

What they Had to Say 

Gabrielle Joseph, Head of Due Diligence and Client Development at Rede Partners LLP, said:

“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.”

One early adopter of the RedeWire platform also provided highly positive feedback, saying:

“This is a massive time-saver for everyone. I can’t believe how fluid and user-friendly it is. It will be a useful tool in 2023. We’re super impressed.”

Waiting for the Results  

The results will be announced at the live awards show on June 15, 2023, in London. Congratulations must also go to our fellow finalists, Yodel Mobile, Braze, and Coterie Marketing. 

Please keep your fingers crossed for us until then, and keep an eye out for the results this time next month! 
In the mean-time, you can discover how financial services businesses should approach bespoke web development projects to successfully embrace digital transformation here.

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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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Many businesses in the healthcare sector require some form of bespoke web development in order to remain competitive today. But entering into a bespoke development project can be a daunting challenge, with plenty of risks attached to it. 

This article will answer your pressing questions about bespoke web development, and provide you with a step-by-step guide to set yourself up for success when approaching your own project.

In recent years, modern healthcare has been driven forward by great advances in technology. Organisations in the healthcare sector have leveraged cutting-edge digital technology to transform the way healthcare services are delivered for the better. 

But with that positive change comes a shift in expectations to improve technology across the board. 

Whether you’re a practitioner or a healthcare solution provider, you now must deliver your services to your end-users through the latest digital channels if you want to keep up with the rest of the industry. 

If you’re unable to meet modern expectations for an effortless consumer-grade user experience (UX), your clients and partners will be left unsatisfied and may look elsewhere for a more convenient alternative. This can also apply to your internal systems and processes, as your employees also want intuitive digital tools in order to do their work efficiently and effectively.

To achieve this, you need a sophisticated website that serves your users in a way that’s specifically tailored to their needs and preferences, while also supporting your strategic business objectives. Given the complexity of the healthcare sector, that will likely require you to develop a website with bespoke features and functionality. 

Of course, any website you develop also needs to be secure and compliant, and flexible enough to adapt as your business grows or healthcare technology trends continue to evolve. 

Going Beyond the Basics with Bespoke Development 

While a more straightforward, simple website may be sufficient for small and medium-sized businesses, such a limited approach will prevent companies in the healthcare sector from retaining clients and staying competitive. 

If you’re struggling to deliver exactly what your clients or other users are looking for, particularly in an industry as technical as healthcare, you may need to build a bespoke website. This could include anything from: 

• A bespoke client-facing website that represents your brand and provides direct access to your products or services 
• An internal web portal, either for training employees or for networking and sharing of information
• A bespoke intelligence platform with powerful data and analytics capabilities 
• A new content management system (CMS) that can provide greater flexibility and scalability for a portfolio of multiple sites 
• A unique tool to transform inefficient manual processes into a simple digital platform
• A bespoke website that integrates directly with a wide range of other back-end tools and technology, such as your CRM system.

With a bespoke development project, the possibilities – and opportunities for innovation and growth – are virtually endless. You can discuss your current business challenges among your team, and then create something purpose-built to solve those specific challenges.

Of course, coming up with an idea for an exciting new site is the easy part. For many businesses, it’s an additional challenge to know where to go next. To make that easier for you, we’ve provided a simple, proven process here to help you plan and launch a bespoke web development project that will set you up for success.

A Process for Approaching Your Bespoke Development Project 

Start with the “why” and think about what you’re trying to achieve 

As touched on above, it’s important to have a specific reason for building a bespoke site. Whether it’s to achieve a strategic business goal, like customer growth, or overcome a prominent challenge, like inefficient processes, you need a clear purpose. 

Determine exactly what you’re trying to achieve with your website and why it’s being developed. A big part of this will also relate to delivering on a specific need or solving a specific problem for your users as well. 

Thinking of how it will help your users in a valuable way will make it easier to understand what sort of features and functionality you’ll require. 

List all your requirements and use them to create a project brief 

Once you’ve completed that first step, you’ll already see a list taking shape, with requirements for design, usability, capabilities, and so on. 

Note down all those things your website needs to do and use that to create a project brief. This is a simple written document containing all the ideas you think are relevant to your site, including both functional and non-functional requirements.

The purpose of this is to make your request as clear as possible for the design and development agencies you speak to. 

The more specific and detailed your brief is, the better, and that includes things like your initial ideas for cost and timelines. This will help ensure your agency will deliver what you’re asking for on time, within your budget, and matching your specifications. Without a clear, specific brief, you could wind up disappointed and maybe even over-spending.

For a comprehensive guide to creating a brief that will set you up for a successful web design and development project, read our useful article here. 

Evaluate the options for a technology platform to build on

Most websites on the Internet are built using a content management system (CMS). This is almost certainly the type of platform you’ll want to use to create, edit, and publish all the content on your website and manage things behind the scenes. 

Every business is unique, and every bespoke development project is different, so you need to use the work you’ve done in the previous two steps to help you select the right CMS. 

By this point, when you’re evaluating platforms, you should already know your objectives, your requirements, your users’ needs, your budget, your existing technology stack, and so on.

Take all these factors and use them to determine which CMS is the best suited to deliver exactly what you want. 

Something that’s important to note is that integrating a new website with other systems can be complex, particularly if you’re building your site on a new platform rather than an existing one. 

When planning a bespoke development project, you’ll need to consider how easily your new platform will integrate with your other systems. 

We recently produced a helpful series of articles comparing some of the leading CMSs for enterprise website development. You can read those here: 

• WordPress vs Sitecore
• WordPress vs Drupal 
• WordPress vs Umbraco 

Find the right agency partner to design and develop your site with you

As mentioned earlier, you’ll likely need to find a design and development agency to partner with in order to create a bespoke website. 

Building, managing, and supporting a high-performance website in the current technology landscape is extremely difficult, especially in a strictly-regulated industry like healthcare. 

Not only should you look for a partner with a proven track record of delivering bespoke websites, you should also try to find one with healthcare sector-specific experience as well. 

Which agency you choose will have a significant impact on whether your development project is successful, but also on whether or not your new website is successful in the long-term as well. It’s a decision that mustn’t be taken lightly. 

Some of the qualities and capabilities that are important to look for when assessing your options for an agency partner include: 

• Experience working with businesses in the healthcare sector
• A strong portfolio of successful bespoke development projects 
• The expertise to guide you and help you make the best decisions for your project
• Certifications and accreditations 
• Compliance with healthcare sector regulations
• Security and data protection built into the core of your project 
• Secure hosting supported by back-up, disaster recovery, and risk mitigation plans
• Ongoing support services to maintain, update, and optimise your site
• Additional advisory services to help you gain as much value from your technology as possible.

What Does a Bespoke Website Require to be Successful? 

Once you’ve found a CMS and an agency you’re comfortable with, the next step will be to design and develop your bespoke website. 

This will involve working to the requirements you noted in your project brief, but there are also some essential qualities and characteristics of a successful website in the current digital business landscape: 

Enterprise-Grade Hosting 

Ensure your agency can provide enterprise-grade, secure hosting, ideally with managed services, from a trustworthy provider. Not only is your hosting environment responsible for the security of your site and protection of your data, but it can also influence the speed and performance of your site. 

If you’re in a position to build a bespoke website, you’re likely going to be dealing with a high volume of data and a large audience of users, so it’s important that you have a hosting service that can manage that without any disruption to your services. 

User Experience 

Whatever services or products you provide to companies in the healthcare sector, a great UX is the foundation of any successful website. People working in almost all industries now expect the same convenient consumer-grade experience they receive from the technology they use in their personal lives. Your website needs to be as quick and easy-to-use for your visitors as apps like LinkedIn and Amazon. 

This also applies if the sites you’re looking to build are internal-facing for employees. Workforces now also demand a seamless experience with company systems, and providing this will create gains in efficiency as well as competitive advantages. 

A great UX usually leads to a strong ROI. 

Performance and Functionality 

Your website connects you directly to your clients. Flip that to your client’s perspective, your website is a direct reflection of the quality and professionalism of your services.

If your website is slow, or doesn’t give your users what they need in terms of performance or functionality, they won’t hesitate to look elsewhere. 

Security 

Businesses today run on data. The data of your clients, partners, and your own critical data will be at risk if any technology attached to your network is not secure. 

As mentioned earlier, you need to make sure your site is hosted in a secure environment with robust data protection measures in place. But security isn’t just about hosting. Security also comes down to a wide range of best practices, like regularly testing your site and updating your platform.

When your clients and partners are working with highly sensitive medical data, all your technology must also be highly secure and compliant with industry regulations. 

Again, these are all critical things that your agency partner should be experienced enough to handle for you. 

Personalisation

Personalised user experiences are becoming increasingly important for businesses to deliver to their clients and employees these days. One of the key advantages to a bespoke website is that you’re able to provide each of your users with personalised content and services, tailored to their needs, at each stage of their user journey. 

Scalability and Agility 

More often than not, a bespoke website is a key point of differentiation and an enabler of business growth. When you begin to achieve that growth, your requirements will evolve and your website will need to be agile enough to adapt easily without disrupting business continuity. 

When planning and building your new site, ensure it’s developed with long-term growth and seamless scalability in mind.

The Benefits and Advantages of Bespoke Development  

If you’re able to follow this process and incorporate some of these qualities into your new bespoke website, you’ll have something completely unique to your business. This should set you on the right path to accelerated business growth. But a bespoke website, once built and deployed, can begin to deliver a range of additional benefits and advantages too. These include: 

• Boosting engagement with customers, with an outstanding UX and personalised services
• Increasing customer retention and loyalty 
• Enabling real-time interactions with data and greater analytics capabilities 
• Higher adoption rates of internal systems and improved business performance 
• Reducing costs by streamlining inefficient processes and removing outdated technology
• Strengthening your corporate network with enterprise-grade security 
• Achieving competitive advantages in a highly competitive market.

The Healthcare Sector Runs on High-Performance Websites 

As technology continues to evolve and drive more disruption, it’s becoming increasingly important to keep up with the resulting trends. A bespoke web development project allows you to reach beyond the limitations of a basic website and give your users exactly what they need from your services.

It also enables you to create a high-performance website that’s entirely unique to your business, differentiating you from your competition. 

In the current healthcare sector, it’s easy to appreciate why this is quickly becoming a necessity, rather than a “nice-to-have” for many leading businesses. 

To continue learning, read our comprehensive guide to understanding and evaluating the enterprise options for bespoke web development here.

Discover how global healthcare group, Clanwilliam, used bespoke design and development to take their brand to a new level and transform the capabilities of their marketing. 

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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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The type of hosting environment you select will have a strong influence on the success of your website. It’s important for you to find a secure, scalable web hosting service that you have 100% trust in to deliver high-performance at all times.

To simplify the options available to you, this article will break down the various types of web hosting services, and explore the non-negotiables we believe you should be considering in your criteria when making your decision. 

The Fundamentals of Enterprise-Grade Hosting 

Some of the most important things to look for with your hosting environment include: 

Security – Cyber security is obviously an essential priority, and this should be top of your list of criteria in the current climate.

Performance – Your hosting environment should be set up in a way that makes your site capable of handling large surges of traffic.

Scalability – As your business grows, it’s likely that your site’s audience will grow. You need a hosting provider with the capacity to scale your services seamlessly to meet your needs, both now and in future. 

Resilience – It’s important to ensure your hosting infrastructure is robust, and that it can gauruntee you certain performance levels and up-time.

Support – If anything does go wrong, you need to be assured that you have a quick, efficient support service in place to get your site back up and running as soon as possible.

Sustainability – With sustainability a growing priority on the corporate agenda, the carbon footprint of your data centre may be another important factor in your decision.

Option 1 – Shared Hosting Services 

Shared hosting services can provide you with a basic secure server for your website. However, as the name suggests, these servers will be shared with a large number of other businesses. You won’t have any dedicated server of your own with shared hosting. 

This approach does have some advantages, particularly in the area of cost. These shared hosting environments can cost as little as £1,000 per year.  However, the down-sides to this often outweigh that cost benefit. 

In many cases, the low cost of shared hosting services can often be reflected in the performance levels. This is because, with such a high volume of websites hosted on the servers, your performance has no protection if other sites are experiencing high volumes of traffic. 

It’s also likely that you’ll only have access to limited support services when any issues arise. Many of the shared hosting options will have a ticketing system for support, where you’ll be at the mercy of the number of requests ahead of you in the queue. This could result in your website being ‘down’ during times where it’s business-critical.

Option 2 – Private Servers with Shared Hosting Providers 

Most shared hosting providers will offer the option of having your own private server for an extra cost. This is often referred to as a VPS, which stands for virtual private server. 

Rather than sharing a server with thousands of other businesses, you’ll only be sharing with a few others. While this is significantly better than the regular shared hosting options, you can still end up facing similar problems with performance and scalability.

This is another cost-effective approach, though, with some improvements over standard shared hosting. If you rely on an agency to set this up for you, they’ll likely put their smaller clients on a shared VPS and give their larger clients their own dedicated servers to minimise any potential problems.

Option 3 – Enterprise-Grade Private Web Hosting

Often the most reliable and trusted approach to take is to have your own dedicated server, which comes with a wide range of additional benefits. 

With this option, your website is placed on its own private server in the cloud, managed by a dedicated team of specialists who offer personalised, hands-on support and ongoing optimisation.

Security

Enterprise-grade security should be a core part of the hosting service you choose, regardless of whether it’s private or shared. However, you’ll be guaranteed far greater security, with drastically reduced risk, when you work with a private hosting service.

For instance, a hosting provider should offer robust protection for your site, including: 

• Configured firewall options, IP access lists, and anti-phishing attack technologies 
• Full responsibility for rapidly patching OSes and libraries 
• Long-term-supported Linux distributions for maximum security. 

Of course, compliance and certifications are another crucial aspect of cyber security these days. While some shared hosting providers may have the basic levels of compliance in place, most private hosting services will boast: 

• Compliance with ISO 27001/PCI-DSS/TIA-942 
• A 100% pass-rate for any data centre audits 
• 24/7 data centre staffing with experienced engineers and specialist security teams 
• Document review services for your external audits 
• Bespoke consultancy available if you have any major certification requirements. 

Performance 

When taking this approach, you’ll receive your own bespoke service and will be provided with a hosting environment tailored to your specific requirements. 

This will optimise everything included in your hosting package, from your preferred caching, loading speeds, performance requirements, up-time, and more.

You’ll also be able to set up a content delivery network (CDN) to make your website faster and more readily available to all visitors around the world. 

Scalability 

Private hosting gives you the capacity and flexibility to scale seamlessly anytime your website’s traffic increases, or if you have peak times for traffic.

This is an intelligent way to future-proof your investment, with the confidence that your website’s performance will be consistently excellent as the size of your audience increases and your site expands. This also applies to situations in which you need to scale unexpectedly due to short-term increases in demand, ensuring business continuity is always maintained on your site. 

Resilience 

Private hosting providers have guarantees for their resilience, and for your site’s up-time, covering all possible bases. This even counts for unusual scenarios like floods or fires.

It’s wise to look for a provider who offers back-up and disaster recovery services for the maximum resilience. 

Back-Ups: Managed back-up services provide you with a tailored regiment, alongside rigorous testing, for guaranteed restorability. 

Multi-level back-ups are taken for you, both locally and remotely, to minimise risk. You’ll also be able to choose from a range of replication technology options for your load-balancing and various fail-over scenarios. 

Disaster Recovery: Private hosting providers will also use disaster recovery measures, such as geographically-distributed platforms and back-up data centres, providing you with full assurance that your performance and up-time are always maintained.

Your primary hosting platform will be replicated to a disaster-recovery platform, which means that if the primary data centre is ever out of action for a prolonged period of time you can fail-over to the back-up systems. 

While the more basic hosting services can take days to recover in similar situations, which could result in losses of business and even reputational damage, disaster recovery can often be done in a matter of minutes with a private hosting environment.

Support and Optimisation

Trust and confidence in your provider’s ability to deliver on your requirements are a vital part of your hosting service. 

It’s highly beneficial to take an approach that gives you – or your agency partner – a close working relationship with your hosting provider. Availability and accountability are much greater with a private hosting service than with a shared approach. 

A close working relationship provides other advantages as well. For instance, anytime you want to make upgrades to your hosting environment, they can analyse your traffic and identify the best time and date to do that with minimal disruption. 

This is all part of collaborating with your agency and hosting provider, so they understand your unique business and tailor your hosting services. This is all done based on the conventions of your target audience and your specific requirements to deliver the best possible service. 

In terms of support, private hosting providers will have powerful automation tools to proactively, continuously monitor your environment. That allows them to resolve the majority of issues before they’re able to have an impact on your site. 

This can also involve 24/7 custom alerting systems, as well as a fully customisable monitoring portal, and multi-channel systems to alert engineers rapidly in the event of any problems. 

In terms of your overall service with an enterprise-grade private hosting provider, you should also expect to gain: 

• A fully-managed service provided by a team with decades of experience 
• Round-the-clock, hands-on assistance, 365 days per year 
• Deep technical understanding and expertise 
• Proactive support from dedicated engineering teams and account managers 
• High-level consultancy, including advice on new projects and technologies. 

Sustainability 

If your business has sustainability as a priority or core cultural value, then this is another reason to opt for a private hosting service. While it’s not impossible to find shared hosting services with carbon-neutral data centres, it’s much less common. 

Sustainability is also a key focus for us here at SoBold as an agency. As a result, we’ve worked hard to ensure we have an environmentally-conscious, carbon-neutral service offering.

The Verdict?

Having a fully dedicated, bespoke private server is usually the preferred choice of web hosting services. This is due to the unmatched levels of security, scalability, and performance that come with private hosting providers. 

Of course, it’s important to note that this does also come with a higher cost than other options. However, the benefits and trust gained through their strengths in these key areas ensure strong ROI. 

Not only do their flexibility and optimisation provide you with a high-performance website set up for success, but enterprise-grade security and resilience will also minimise your risk and save you significant costs in the long-term. 

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