Cyber security and data protection should be top priorities for your business right now. Of course, this is particularly important for large businesses, and those in strictly regulated industries like financial services, where the outcome of a cyber attack or data breach can be catastrophic. 

As these security concerns continue to intensify, you must be increasingly careful and vigilant about the technology solutions you use. You should also take more proactive steps to ensure everything in your tech stack is built and managed in a way that minimises your risks.

When it comes to WordPress, there’s a common misconception that the platform isn’t secure enough for large businesses. This misunderstanding tends to come from the fact that it’s free-to-use, so it was originally more popular among smaller independent businesses and B2C blogs. 

Today, however, WordPress is the world’s most popular content management system (CMS), and for good reason. Considering a significant percentage of that user base includes global enterprises, you’d think such popularity would be enough proof that it’s a secure platform. 

On the contrary, large businesses still ask us on a regular basis, “Is WordPress secure enough for us?” 

Is WordPress Secure? 

The answer to that question is, yes, WordPress is a secure, stable platform, even in its “out-of-the-box” state. WordPress’s core code is thoroughly tested and quality-checked by a team of security experts continuously. Not only that, but the same team regularly releases security updates and reinforces any potential weaknesses before they can be capitalised on by cyber criminals.

In fact, the speed at which security updates are implemented in WordPress is arguably the fastest in the world today when compared with other CMSs.

Additionally, WordPress is open-source software, meaning all its code is available to the public. Users are constantly suggesting changes and updates, often to fix bugs in the code and minimise opportunities for cyber criminals. This keeps the platform safe and secure for everyone else. 

But while WordPress does have the ongoing support of some of the most talented and devoted developers in the world, it’s not immune to security vulnerabilities. No software is, unfortunately. 

That’s why it’s important to be aware of, and work with, some fundamental best practices for security. Listed below are some steps you can take to further strengthen the security of the WordPress CMS.

Best Practices to Strengthen WordPress Security 

1 – Secure Hosting

The hosting service you choose for your platform will determine how secure and well protected your data will be. 

It goes without saying that WordPress should be hosted in a secure environment, overseen by an experienced provider who prioritises security within their services. 

Some things you should consider essential for a hosting provider include: 

• A fully-managed service with 24/7 support
• Automated monitoring and alerts
• Back-up and disaster recovery
• 99.99% up-time
• 100% pass-rate for data centre audits.

Before choosing your hosting provider, do plenty of research to ensure they’re able to provide these measures. Most businesses will work with a development agency partner for WordPress, and that agency should be able to help you with this process.

2 – Back-Up and Disaster Recovery 

Following on from the previous point, any good hosting provider should also offer back-up and disaster recovery services. These are like safety nets that will allow you to protect, save, and recover all your data in the event of any losses. 

3 – Be Careful with Plugins 

Plugins are a great way to enhance the WordPress platform with new capabilities and features. But you should only ever use plugins from reputable, credible sources, otherwise you could experience security problems.

It’s also important to keep all your plugins regularly tested, maintained, and updated. Again, this is an area where a WordPress agency partner will help you.

4 – Always Keep Your Platform Updated 

When you’ve built a website with WordPress, you’ll often receive software updates from the platform. Any time this happens, it’s because a bug has been fixed or some improvements have been made to the software.

Keeping up with these updates is so important from a security perspective, because they’re designed to keep your site secure. By letting your site run on an outdated version of the platform, you leave yourself at risk of a known issue being exploited by a cyber criminal or some malware. 

This is another thing that a good agency partner should take care of for you, so you don’t need to worry about keeping your platform up-to-date.

5 – Never Auto-Update Your Plugins 

You have the option to enable auto-updates within your WordPress platform. While this may seem like an easy way to keep your CMS up-to-date, doing so can create technical issues and security risks that simply aren’t worth the convenience. 

Each plugin you use will have its own button for you to turn auto-updates on or off. Any good agency will advise you to turn those auto-updates off and instead opt for a more secure approach to your updates, to maintain the resilience of your platform. 

6 – Use Security-Specific Plugins

Another way to reinforce the security of WordPress is by implementing security-specific plugins like WordFence, Sucuri, or Defender Pro. 

These handy tools will do a lot of the hard work for you, monitoring your platform and spotting potential vulnerabilities so you can fix them before they’re allowed to have any negative impact.

7 – Enable SSL 

A secure sockets layer (SSL) is a protocol which encrypts the transfer of data between your website and your users’ browsers. Enabling SSL makes it more difficult for cyber criminals to steal or compromise data online. Don’t worry, though, as this will be taken care of by your hosting provider as a standard practice. 

8 – Avoid Tools that Open Direct Access to Your Site Database from the Dashboard 

Some tools and plugins will enable direct access to your site’s database from within your CMS dashboard. While this can make certain aspects of website management easier for you, it also creates security vulnerabilities. This is something you should always avoid, because these additions are often severe security risks.

9 – Encourage Your Users to be Mindful of Security 

The biggest security risks, and many opportunities for cyber criminals, come from unsafe user behaviour, poor platform maintenance, and badly built sites.  

Your behaviour, and the behaviour of your end-users – and your agency – should always be mindful of security. If it’s not, sooner or later you’ll encounter problems. Some security best practices you can introduce include making strong passwords compulsory for all users and implementing measures like two-factor authentication.

10 – Find a Trustworthy Agency Partner to Support You 

We understand that following all these steps sounds like a lot of work. Of course, when you’ve got your own job to focus on, the last thing you need is to be spending time struggling through complex website security processes.  

That’s why it’s so valuable to find a reliable, trustworthy agency partner when using WordPress to build and manage websites. A good agency will ensure everything is secure and up-to-date for you, so you can spend more time providing outstanding services and experiences to your customers.

It’s always worth taking time to find an experienced agency with a strong track record of building robust, secure sites, to give you the peace of mind you deserve. That means they should handle your secure architecture, testing, monitoring, updates, and ongoing support for you as part of their services.

Being Truly Secure is an Ongoing Process 

When you’re selecting a content management system (CMS) to build critical digital assets like your website, security must be a top priority. It’s for that very reason more and more large businesses are looking to WordPress as their platform of choice. 

However, it’s equally important to choose an agency you can trust, and one that has these security best practices incorporated into their approach. This doesn’t just stop at the delivery of your website, either. True security is a constant ongoing process, and your agency partner should help you through that. 

Following the tips listed here will give you everything you need to build a resilient, secure website on WordPress, suitable for the enterprise. 

Interested in learning more about WordPress? Discover how a global enterprise achieved game-changing results by using WordPress to build a secure, innovative, bespoke solution. Check out the story of RedeWire from Rede Partners LLP here. 

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We recently had a friendly debate in our office of which we thought was a better experience but putting personal bias aside there is no right or wrong answer. It all depends on the type of service you are providing.

Content is what defines your website and the reason why your audience will return again and again. Choosing the right browsing experience based on your unique content will enrich the experience rather than leave your audience feeling confused and frustrated.

What is infinite scrolling?

I think it’s fair to say at some point we have all fallen down the rabbit hole of endless scrolling. In short infinite scrolling is a technique used to fetch a continuous source of information as a user reaches the bottom of a page. Pinterest and Unsplash are great examples of the use of dynamic content.

What is pagination?

Pagination is the sequence of numbers used up to divide pages of content that a user can control, you’ll see this commonly used on large e-commerce sites or information websites that update content regularly. 

The pros and cons of:

Infinite scrolling 

Pros:

• Continually scrolling as we know is addictive, a pro…debatable but it does have a better usability experience than clicking

• There is a better chance of user engagement

• Users have the opportunity to discover new content with little to no thinking

• Thanks to social media continuously scrolling on mobile has become the prefered way to interact with content

Cons:

• There is no way for the user to reference or bookmark content of interest
• If done incorrectly it can have an impact on site performance as the page needs to load infinite content as the user scrolls
• Your user will never reach the footer which may house important information for them

Pagination

Pros:

• Your pages will have a good conversion rate because as people are searching it will show in a specific list of items
• It will give your users a scene of control and clarify how long it will take them to find what they are looking for.
• A returning user will be able to identify quickly where the content is

Cons:

• It obstructs the user experience which will lead to lower engagement rates
• If not implemented properly can cause confusion
• So which one is better for you? The bottom line is no ideal or stronger one, it all comes down to your UX and content requirements. The best thing to do is to analyse web and user goals and make decisions based on them. 

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When developing a high-performance website with WordPress, certain requirements will demand that your agency partner goes beyond the “out-the-box” functionality of the platform. 

There are two main ways your agency partner may work with you to build out custom functionality:

1. Plugins 
2. Bespoke development.  

While plugins are the go-to option for many small and medium-sized businesses, it shouldn’t always be such a quick decision between those two options. If you’re working on an enterprise-grade website, your agency should always give careful consideration when determining the best approach in every scenario. 

In this article, we’ll help you understand how to determine the right option between plugins and bespoke development for your own WordPress website. 

Why Are WordPress Plugins so Popular? 

Since WordPress is an open-source platform with a very active global community of web developers, there are tens of thousands of plugins readily available. For almost any use case you can think of, there’s almost certainly a plugin for it; probably even several. 

Plugins serve so many businesses so well because they’re pre-built functionality that quite literally plugs into your platform.

One of the main reasons plugins are so popular, especially for smaller businesses, is because they’re usually free. This provides a great cost benefit over bespoke development, on top of the obvious benefits in the speed of attaining the new functionality as well. 

Why You Should be Careful with Plugins 

Despite their popularity, there are downsides to plugins too. 

Relying on too many plugins, or using low quality plugins, may slow the speed of your site down significantly. A good WordPress development agency will try to keep the use of plugins at a minimum to ensure the speed and performance of your site isn’t compromised. 

Poorly built plugins, or ones that aren’t maintained sufficiently, could also cause glitches and errors to occur with the functionality they’re adding to your site. 

Security is another concern with certain plugins. If a plugin isn’t maintained and updated regularly, this will create vulnerabilities in your platform that could be exploited by malware or cyber security attacks. These vulnerabilities could also creep in if your plugins are auto-updated and left untested by your agency partner. 

Some less experienced agencies often fall into the trap of using too many plugins, while others are simply unaware of the risks associated with plugins from untrusted sources. This has given a bad impression of plugins in some circles. The missing ingredient there, however, isn’t the value of plugins, it’s the agency’s best practices. 

When to Use WordPress Plugins

If there’s a feature you need to add to your site that’s already been built perfectly in a trustworthy plugin, it’s worth considering that approach instead of building something from scratch. 

However, here at SoBold, we ensure a strict set of best practices are followed, and due diligence conducted, every time we’re considering using a plugin.

We’ll always make thorough checks to ensure any plugin we use is best-in-class, aligned with our high-performance standards, and so should any other agency you work with. 

This will include asking questions like:

• Does it have a large number of positive reviews?
• Is it built by an author with a good reputation?
• How active and trusted is the author in the WordPress community?
• When was the last date the plugin was updated? 
• Has it been updated regularly enough in the past? 
• Does the code quality meet our standards?
• Does the code align with modern WordPress development best practices?
• Is the plugin compatible with the WordPress block editor? 

Before implementing a plugin on your platform, your agency should also use it in a local testing environment to ensure it functions as expected.

The majority of plugins are reliable, offering a quicker and easier approach than building something bespoke. However, there are many cases where bespoke development is the more suitable option. 

When it’s Better to Use Bespoke Development 

When it comes to sophisticated, dynamic websites, plugins may not be capable of delivering the required level of performance, security compliance, or functionality. 

In these cases, your agency will turn to bespoke development to deliver what you need. This is often the necessary approach, because high-performance websites do require some complexity behind the scenes. And WordPress is arguably the best platform available today for bespoke web development. 

Building out your platform by creating new features completely from scratch, tailored to your exact need, brings with it a wealth of advantages over using plugins. 

This is particularly beneficial in terms of flexibility and customisation, giving you something entirely unique to your website. You’ll have complete control and ownership of your bespoke features, which provides greater security and seamless integrations with the rest of your technology systems. 

Performance will almost always be superior with bespoke development, delivering a far greater user experience (UX) and improving your customer engagement as a result. 

Bespoke development could even be more cost-effective in the long-run too, when compared to plugins that turn out to be problematic or aren’t updated past a certain point. 

Rely on Your Agency’s Expertise 

Determining whether to use a plugin or build something bespoke will be a decision your agency should guide you to make correctly. 

Each website and each business are different, so the right option will be unique to your own requirements and circumstances. Therefore, it’s also worth mentioning that this must be specific to each individual requirement as well, rather than taking a blanket approach.

The decision shouldl be based on the most straightforward way to give you the capability you’re looking for. It will also involve ensuring that your site’s security, performance, and UX are maintained. Another important factor to consider are your circumstances, such as your budget, timeframes, the amount of traffic your website is likely to encounter, and so on.

For example, if your agency knows that one of your top priorities for your website is excellent performance, they’ll make different decisions in that case than they would if you were more concerned with the fastest possible time-to-market. 

Some businesses even use plugins in the first phase of their website, then look to rebuild their plugin-based functionality with bespoke development when their business grows, or when they have more time and resources available.

It’s important to trust your agency partner with this decision and rely on their advice. This is why it’s so valuable to work with an experienced agency who understands your needs, so they can help you make the right choices and take the best possible option. 

Finding the Right Balance for Your Website

Plugins can be very useful, and it must be said that many WordPress plugins are outstanding in their capability and quality. However, if your specific requirements demand more than a plugin can deliver, bespoke development will be the correct approach.

Regardless, it’s crucial to find the right balance to ensure your site’s performance, speed, and security are maintained. 

Ultimately, your agency partner should always consider the specific requirements and circumstances of your project before deciding whether to use plugins or build bespoke functionality for your site. This makes it even more important to work with an experienced agency you can trust to guide you. 

Discover more about the scalability and flexibility of the WordPress platform, and its ability to deliver complex requirements for enterprise websites, in our related article here: Just How Scalable is WordPress?

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When you’re tasked with selecting a content management system (CMS) for your business, you’ll likely appreciate that the number of viable options available can make things complicated. From Drupal, to Umbraco, to WordPress, there are plenty of quality technology platforms to choose from. 

But finding the CMS that’s most suitable for your specific business is an important process that requires careful consideration and a lot of research. Of course, devoting sufficient time to this can be difficult when you have dozens of other priorities on your mind. 

To ease this challenge for you, this article will make the process of choosing between two popular CMSs much simpler. In this new content series, we’re providing direct, objective comparisons between some of the leading options for CMSs today. 

This second article of the series will look at the comparison between Umbraco and WordPress, and you can find links to the rest of the articles in this series at the bottom of this page. 

The Platforms

A CMS is a software-based technology platform upon which you can build and manage websites and applications. While most CMSs are similar in terms of their fundamental functionality, they each have varying levels of complexity and development requirements. 

Umbraco 

It’s important to start by noting that Umbraco is a platform intended specifically for developers with a certain level of technical proficiency. 

When you first set up Umbraco, it won’t be approachable for the average marketing manager or any other non-technical users. Initially, much of the key functionality expected from a CMS will be missing. The purpose of this is to encourage you to spend time and money developing the platform. Often, this has been known to rule out Umbraco as a viable option for a lot of businesses.

To get full value out of Umbraco, you’ll almost certainly need to hire someone – either an agency partner or an in-house developer – to help you get things up and running. 

Having said that, no matter which CMS you choose, you’ll be significantly better off working with a platform-specific web development agency supporting you. For most businesses, an agency plays a crucial role in helping you implement your new system and develop your site (but more on that later).

WordPress 

WordPress is the polar opposite of Umbraco, in the sense that it’s designed so that anyone – even if you have no previous content management experience – can use it easily. That’s why it’s the most popular CMS available today, with around 45% of all websites on the Internet built using the platform.

Almost everything you need to manage the day-to-day responsibilities of your website comes readily available in the software, making it much more suitable for a wider range of businesses.

This allows you to begin building immediately and facilitates a quick time-to-market for your websites and applications. WordPress’s rich, dynamic features that come pre-existing with the platform “out-of-the-box” are to thank for that. 

Content Management and Usability 

You should consider ease-of-use as a key indication of whether or not you want to invest in a CMS. If a CMS doesn’t offer simple, intuitive usability, you’re probably better off avoiding it.

Umbraco’s Usability 

As mentioned above, in its initial state, Umbraco can be very difficult to work with for the average user. It’s mostly intended for more technical users who have coding skills or some development experience to build the infrastructure. 

However, once you’ve invested sufficient time and money into tailoring the platform to your own preferences, it becomes a great tool for publishing and editing content on a website. Umbraco has a wealth of features that allow you to create high quality websites and dynamic web pages.

On a side note, if you’re a Microsoft user, you’ll be pleased to see some similarities in the structure of Umbraco’s user interface (UI).

WordPress’s Usability

WordPress is far more straightforward when it comes to usability. It provides you with a convenient, efficient user interface (UI) that allows seamless publishing, management, and editing of content on your sites.

It’s simple editing content on a page-by-page basis in WordPress, which saves you valuable time, with a handy block-based design.

The ease-of-use makes it possible to share responsibilities across your team, even if some of you don’t have any previous experience with a CMS, unlike the more technical Umbraco platform.

Customisation

Customisation with Umbraco 

Umbraco is known for being highly customisable and flexible. It’s best used as a clean slate for developers to tailor to the business’s requirements. However, this isn’t easy to do for the average user. 

As mentioned earlier, Umbraco isn’t suitable for the average CMS user in its initial state. Unlike most CMSs, you’re required to spend some time customising Umbraco in order to make it into a platform that’s approachable and easy-to-use. Once you’ve done that, however, Umbraco can become an excellent CMS with great content editing capabilities.

Customisation with WordPress 

WordPress allows you to customise it to your own liking as well. The difference here is that you don’t need to change much about WordPress’s set of tools and features before you can begin using it comfortably. 

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 is also an easier platform to upgrade with custom features due to the quality of its community-sourced plugins.

How Secure is Each Platform?

Cyber security is becoming a greater concern each day for businesses. Choosing a platform that delivers robust security should be a top priority, so you can have full confidence in the protection of your data. 

Umbraco’s Security 

Umbraco comes with a high level of in-built security. The software is based on Microsoft’s .NET platform, which gives it support from Code Access Security (CAS). Working alongside that CAS, Umbraco provides identity-based security, and that makes it considerably more secure than the average CMS. 

Having said that, you shouldn’t let this act as an excuse for your agency partner to take security for granted. Every web development project should be approached with security at the core, no matter what in-built protection the platform has. 

It’s also important to note that Umbraco is an open-source platform, meaning a community of developers regularly creates updates and new features within the software. This means that any new additions should be tested carefully for security in case they create new vulnerabilities. 

WordPress’s Security 

While it is generally very secure, WordPress is another open-source platform backed by an active developer community. It’s important to be cautious of the raft of new features, updates, and plugins that are regularly released. 

From a security perspective, be mindful of plugins, both in terms of where they come from and ensuring they’re correctly tested, maintained, and updated. For any CMS, these issues are best left to an experienced agency partner who has the expertise to minimise these risks for you. 

Aside from that, WordPress does offer enterprise-grade security, with organisations like globally renowned pharmaceutical company Hutch Med and leading venture capitalist firm Balderton Capital using it today.

How Scalable is Each Platform? 

Scalability should be another important part of your criteria when selecting a CMS. Fast, agile expansion is crucial for the platform, just as they are for your business as it grows.

Therefore, you need your digital infrastructure to be able to scale cost-effectively with more pages, additional functionality, and perhaps even more sites.

Scalability with Umbraco 

Umbraco’s scalability is one of its strengths. With Umbraco, your site can seamlessly evolve as your business grows and your requirements change. 

It’s especially useful for teams that need to manage a high volume of pages simultaneously, making it very suitable for large businesses. 

Scalability with WordPress

In the past, WordPress mistakenly had a reputation among some for being most suitable for smaller businesses. However, its excellent scalability proves that to be nothing more than a myth. 

Just like Umbraco, WordPress is agile and scalable enough to grow alongside your business and adapt to your changing requirements. 

Cost and TCO 

A CMS is a big investment, and should be considered a long-term one. In order to ensure you’re achieving a strong return on investment (ROI), it’s helpful to find a platform that offers good value and a low total cost of ownership (TCO). 

When assessing this, it’s important to factor in costs such as hosting, licenses, agency fees, maintenance, bespoke development, and more.

Umbraco’s Up-Front Work and Ongoing Costs 

Because it’s open-source, Umbraco can be free-to-use. 

However, as mentioned earlier, it’s a platform that requires a great deal of technical expertise and initial development work. That will typically involve longer timelines with your agency than other CMSs, which inevitably mean high costs. Because it’s a complex platform, you’ll also face higher costs whenever you need to develop new functionality or work on integrations.

WordPress Value and TCO 

WordPress comes with a far lower TCO than most other CMS options. Its ease-of-use and flexibility out-of-the-box make it a very cost-effective platform. 

WordPress licenses are free, so your implementation costs would be limited to just hosting, agency fees, and post-deployment support. 

Any plugins or extensions you want to apply to the platform will be licensed and paid for separately, but it’s unlikely you’ll need to add many new capabilities because it’s such a feature-rich platform by itself.

Developer Communities 

If a technology platform is supported by a strong community of developers, that will be highly beneficial to your business. Dedicated users from around the world work hard to continuously create improvements, additions, and updates to help the software become the best it can be.

Umbraco’s Community 

Umbraco has been around since the year 2000, making it one of the oldest CMSs. That means it’s had a long time for a large, skilled community of developers to grow around it. 

As touched on earlier, Umbraco is built on a Microsoft-based infrastructure, using a C# framework, and is the most popular platform of this kind.

However, it’s important to note that Umbraco is facing some decline. More popular platforms, like WordPress, gaining widespread adoption have seen developments with Umbraco slow down in recent years.

WordPress’s Community 

WordPress has a healthy global community devoted to constantly improving the platform. 

WordPress developers are renowned for their creativity, producing a wealth of innovative new themes and plugins that can be used by any business with ease.

The WordPress community also regularly holds free events to help people learn more about how to use the platform. For instance, WordCamp is a non-profit event that has been running since 2006 across several continents.

The Important Role of an Agency 

As touched on throughout this article, another factor which will influence the success of any projects with your chosen CMS is a development agency.

When finding the right CMS is such a challenge by itself, many businesses underestimate the importance of finding the right agency partner to support you with your CMS. 

But as mentioned earlier, how well you handle critical aspects of the platform like security, testing, usability, and even your TCO are often determined by your agency. 

With Umbraco, all the platform’s functionality has to be custom coded, which makes development time in the back-end longer than most businesses expect. This also makes Umbraco difficult to work with internally, as well as for any maintenance and updates. When working with an agency, this will see your costs increase when compared to WordPress technology. 

Whichever CMS you pick, they’re all considerably easier to use, and to achieve healthy ROI, with a specialist partner supporting you. Finding an agency with the right experience and expertise to help you unlock the full potential of your platform should be another important part of your overall decision. 

Making Your Decision 

So, how do you take all these comparisons and decide which CMS is right for your business? 

In all honesty, both Umbraco and WordPress are both good options that would work well for most businesses. Although, it is generally accepted that Umbraco is a less approachable platform than WordPress unless you have technical skills within your team.

In order to determine which one will be more suitable, it’s useful to look at each of the characteristics listed in this article in relation to your unique requirements and business needs.

Remember that every business, and every web development project, is different. Think carefully about your specific strategic objectives, budget, users, technical specifications, and any other important factors. That should make it clear which CMS is the better choice to deliver what you’re looking for. 

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 Drupal and WordPress 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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