Providing your website’s visitors with a great user experience (UX) is a challenge. Especially for corporate websites that require sophisticated features and functionality, this can be an ongoing struggle. But it’s a challenge you need to solve if you want to stay relevant and remain competitive in today’s digital business landscape.

Usability is the measurement of how easy or difficult your website is to use for your audience. Good usability makes the experience of using your website as convenient and simple as possible for all your site’s visitors.

Despite the obvious value of this, usability is often neglected by businesses when building a website. That could be because you don’t have the time or budget to follow best practices, you don’t have the in-house design expertise, or you simply aren’t aware of just how important usability is today. Whatever the reason, you can’t afford to take the risk of releasing a site with a poor UX. 

Understanding the Importance of Web Usability 

You’d be amazed by how many websites these days fail to give their users an experience that delivers on their basic expectations. If your website falls in that category, poor usability may have an influence on whether your users adopt or reject your site. This could be the difference between a visitor abandoning a poorly designed page or sticking around and converting to become a customer.

So, how do you ensure your website doesn’t end up on this ever-growing list of failures? 

The key is to focus on your users’ needs, and put yourself in their shoes when planning, designing, and developing your site. 

Even if your site isn’t customer-facing, good usability is also crucial for internal systems. Employees are users too, and their adoption – or rejection – of your technology will also have an impact on your business.

This is easier said than done, we know. That’s why we’ve provided a selection of tips and advice to help you overcome this challenge.

How to Improve the Usability of Your Website

1 – Keep it Simple 

Whenever you’re thinking about UX, always follow the rule that simplicity is best. If a website has a design or functionality that’s complicated, its usability will suffer. Try to keep things as simple as possible at all times.

2 – Nail the Fundamentals 

While some design choices, like colour and font, can be argued as subjective, there are certain aspects of usability that are more objective. Getting the fundamentals right will help you ensure you’re delivering great usability. 

For example, optimising your site to ensure its pages load quickly, organising your pages with proper headings and sub-headings, making sure clickable buttons and links stand out, avoiding making any text or touch-points too small, even providing clear, useful error messages, and so on.

You can read a more extensive list of fundamentals and best practices for UX design in our related article on usability here.

3 – Adhere to Accessibility Guidelines 

Usability shouldn’t be confused with accessibility. Accessibility’s purpose is to make all technology accessible and easy-to-use for everyone, equally, with a significant focus on those with disabilities and other difficulties. 

To ensure your website meets the current requirements for accessibility, you need to follow a set of principles and standards known as the Web Content Accessibility Guidelines (WCAG), linked here. 

If you’re working with an agency, they should have best practices for accessibility already incorporated into their approach. Make sure you check this anytime you’re evaluating agency partners for a website project. 

4 – Learn from Experience 

We’re all users of websites, and we all know how it feels to encounter a frustrating UX. Use your own experience of this to try and build empathy for your users and what they might like and dislike. Any time you come across a website that gives you a bad experience online, make note of this and ensure you don’t allow similar problems to creep into your own site.

5 – Don’t Make Assumptions 

While the previous point is important, it’s also crucial to realise it’s not enough. Using your own experience will only get you so far and, in some cases, it could even cause additional problems.

Remember that usability is dependent on delivering for your target audience’ personal preferences when interacting with your website. It’s always risky to assume you know how your users think and feel.

Don’t make decisions about design and functionality without considering who the target users are and what they need from their experience. This leads us nicely into the next point.

6 – Test With Real Users

It’s always necessary to test the usability of your site with real people who are part of your target audience. The best way to ensure your website will provide a great UX is by asking real-life users to test it out, collect their input, and put that feedback into the final version. This is known as usability testing, which is a phase of the design and development process that every successful project requires. 

7 – Know When to Ask for Help

All of these tips are helpful to be aware of, but for the average business they can be daunting and difficult to put into practice. That’s why the majority of large businesses with outstanding websites have worked alongside a specialist agency partner with expertise in user-centric design. To ensure your site has great usability, it’s often necessary to find the support of an agency who has proven experience delivering similar projects successfully. 

Usability Should be a Priority 

Usability is crucial to the success of any website, but it’s something most businesses are still struggling to get right. Ultimately, though, your users are the ones who will determine the success or failure of your investment. 

You have to put yourself in their perspective when designing and developing your site, and that includes getting real people’s feedback and approval. Only then will you create something that meets your target audience’s expectations for speed, convenience, and simplicity. 

If your website provides a clunky or frustrating UX, most users today won’t hesitate to go elsewhere rather than waiting around to complete their task on your site. If that task in question is purchasing a product or service, you’ll see that poor usability will eventually begin to have a negative impact on your business.

Following the tips and best practices listed in this article will help you avoid that trap and create a UX that’s better than most websites. Doing that will begin to drive positive outcomes like greater adoption rates, improved customer retention and loyalty, and a stronger return on investment. 

To continue learning with a deeper dive into the topic of web usability, including more insight into its principles, additional guidance on design best practices, and current trends and future predictions, read our related article here. 

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.

Evaluating and selecting the best option for a bespoke web development project is an important decision, with a lot riding on it. But with so many technology providers, platforms, and agency partners out there today, that decision can be overwhelming. 

In this article, we’ll guide you through this evaluation process, explore the options available, and help you choose the right technology platform for your own web development project.

We all know that a large business or enterprise relies on technology to function. With dozens of sites across different countries, hundreds of employees, and thousands of customers, technology is the heartbeat of your organisation.

You need sophisticated technology to facilitate mission-critical digital assets like your website, mobile applications, staff portals, communications channels, and various other systems. Many businesses also leverage technology to facilitate processes or capabilities that are entirely unique to the organisation, like internal training platforms or bespoke tools for certain departments. 

With that in mind, it’s important to find a platform that can meet your specific requirements and enable you to accomplish your strategic objectives. 

Modern enterprise systems need to be dynamic, scalable, and intuitive, and achieving that involves some complexity behind the scenes. For that reason, it’s often necessary to take the route of a bespoke development project to ensure your business gains exactly what it needs in terms of both functionality and capability.

A content management system (CMS) is the most common technology platform for businesses to deliver these projects, with almost two thirds (63%) of all sites on the Internet powered by a CMS today. This is a type of software used to build websites and similar systems, allowing you to easily create, edit, and publish digital content across a range of online channels and devices. But determining the best CMS, let alone choosing the right one for your own bespoke development project, can be a daunting challenge.

So, let’s explore the situations in which it’s wise to adopt a CMS to deliver a development project. We’ll then walk you through the next steps, giving you the confidence to make the best decisions for your business along the way. 

Enterprise Challenges with Technology 

There are plenty of situations in which a marketing team might be struggling to identify the right technology platform for a project like this. 

Perhaps you need to find a way to deliver something very niche, like building a new website or internal system from scratch. Maybe your project requires you to build a website on a new platform, and that platform needs to integrate with your internal systems like Salesforce, HubSpot, PowerBi, and other back-end applications.

Or, you may be trying to solve a challenge, like finding a suitable way to replace your current legacy systems. If, for example, your current website is built on a CMS like Drupal, and it’s no longer capable of meeting your requirements, you’ll need to find a new platform and migrate everything over.

A CMS is an ideal solution in each of these scenarios, and many others. Of course, with such a vast technology landscape to navigate, finding the right CMS is no easy task. It’s even difficult to know where to begin for most enterprise marketers.

So, let’s take a look at how you can approach this evaluation process in a cost-effective, efficient way.

How to Approach an Enterprise Web Development Project

Firstly, as an aside, it’s important to regularly review and reassess whether your CMS is fit for purpose, even if you don’t have an immediate requirement for something new. 

Modern technology is advancing so rapidly. With that, your users’ expectations – both employees and customers – are evolving as well. You need to keep up with the pace of change and ensure your technology can still meet the current demands it faces from those users.

Back to the task at hand, though. Before you begin looking into different CMS, you should try to define exactly what it is you need from them. 

Whether you’re building a bespoke website or migrating an existing site to a new platform, make sure you know exactly what you want to achieve by doing so. 

Start by asking questions like: 

• What’s the purpose of your project?
• What objectives do you want to achieve?
• What exactly are you looking to build?
• How much budget do you have to spend?
• What existing technology do you need to integrate with? 
• What features and functionality do you need?
• What skills and expertise do you have in-house?

Make sure you have a very specific brief and clear set of requirements to take to whichever solution providers and agencies you’ll be speaking to. If you don’t, you’ll struggle to fully understand whether the platforms you’re evaluating can actually deliver what you need.

Once you’ve got that, you can decide which approach is the best for your project. This could be: 

• Stick with your existing platform and update or build on to it
• Buy a custom, purpose-built, ‘out the box’ platform or piece of software 
• Work with an agency to adopt a new platform and/or build something bespoke.

It’s worth noting that most web development projects for large businesses will have complex requirements that are almost impossible to achieve without strategic guidance and ongoing support from an experienced partner. An agency partner will work closely with you to understand your strategic objectives and requirements, then provide you with platform-specific skills, tools, and expertise to achieve those. We’ll look at this in more detail later in the article. 

Defining Your Requirements 

As mentioned above, it’s important to have a specific set of objectives for your project and know what requirements are necessary to achieve those. These will also ensure the partner or agency you work with understands your brief and is able to deliver the exact finished product you’re looking for.

When scoping this out, there are some common capabilities and qualities most enterprise-grade platforms should have in order to meet expectations. Here are some things you should ensure your new platform – and the agency you work with, if you decide to go that route – can provide for your business:

• Bespoke development 
• Customisable design, features, and functionality 
• Migration from legacy systems to a new platform 
• Seamless scalability 
• A secure infrastructure
• Performance in peak traffic volumes
• Integration with back-end systems like Salesforce, HubSpot, PowerBi, and more
• Ease-of-use in both the front and back-end
• Quick and easy editing capabilities 
• Multi-site development for multiple languages across different countries
• Responsive or ‘headless’ design for web and mobile, enabling omni-channel customer experience.

Your Options for Enterprise CMS 

Drupal 

Drupal is popular among enterprises because it’s a highly secure platform. It’s also great if your team contains technical resources with good coding ability, as it’s very intuitive for people that have more advanced content management skills. 

On the other hand, Drupal can be very difficult to get up and running, and is lacking in terms of simplicity. Because of this, your agency costs will also likely be higher than with other CMSs if you take that route. 

Even if you do have that technical skill in your team, however, the platform itself is somewhat limited with customisation. It’s also worth noting that the version of Drupal most businesses currently use (Drupal 7) is soon reaching end-of-life. This has caused many Drupal users to migrate their existing sites to new, more intuitive platforms, such as WordPress.

Sitecore 

Sitecore is a robust CMS that provides more capabilities than the average platform. It’s popular because it actually offers a fully-managed ‘digital experience platform’ that delivers most of the qualities mentioned in the previous section. 

Sitecore comes with a good level of personalisation and is well suited for bespoke development projects. However, it’s an expensive system, requiring the procurement of licenses to begin using it. It also restricts certain capabilities unless you progress to higher tiers (and costs) of your licenses. 

From a practical perspective, Sitecore operates on quite hierarchical, complex workflows, which may not suit more agile or smaller teams. 

Umbraco

The scalability of Umbraco is great for large organisations, as it allows you to manage a high volume of pages and build out your website to meet the changing needs of your business.

Similar to Drupal, Umbraco is mostly suitable for users with more advanced content management skills and some development experience. This makes it difficult to use for the average marketing team, which increases the likelihood of higher costs, either through more expensive agency projects or even the need to hire someone in-house.

WordPress 

WordPress is the platform that powers almost 45% of the world’s websites. It’s so popular because it’s affordable, flexible, dynamic, and very easy to use. 

There is a common misconception that WordPress isn’t robust or scalable enough for large businesses. However, this continues to be proven as a myth, as some of the biggest brands in the world are now using WordPress for their CMS, from Nike to Bloomberg.

We’ll provide a detailed breakdown of the benefits and advantages WordPress offers in the next section.

Which is the Best Option? 

It’s important to remember every web development project will be different, and each of these platforms are good options in their own way. That’s why you should make your decision based on the solution that best aligns with your objectives, requirements, budget, and other factors. 

One common point related to all these platforms that’s worth noting is that each of them are exponentially easier to use, and will deliver far greater return on investment (ROI), if you have the support of an experienced specialist partner to guide you. An agency with platform-specific skills and expertise will ensure your business gains the maximum value from the platform you select, and help you leverage it strategically to harness its full potential. 

Business Benefits and Opportunities with WordPress

Using WordPress is an excellent option for any business. For large organisations in particular, there are a number of qualities that make it particularly beneficial. 

Scalability and Agility 

The WordPress platform is highly scalable. This means that the size and complexity of your website, and the amount of traffic passing through it, won’t be a concern. WordPress can also grow with your business and easily adapt to continue meeting your changing needs. Scalability is one of WordPress’s most prominent advantages for enterprises.

Low TCO and Strong ROI  

Of all the options listed above, WordPress comes with the lowest total cost of ownership (TCO). Unlike most platforms, you won’t need to bolt on new features or capabilities with WordPress,  nor will you have to worry about costly extra work to manage platform upgrades or updates. Additionally, because WordPress is so flexible and rich with dynamic features and capabilities, it’s proven to deliver strong ROI. 

Flexibility and Customisation 

WordPress is ideal for a bespoke development project because it’s highly customisable. You can use its flexibility to build bespoke features and functionality into your website or create an entirely unique system.

Fast Time-to-Market 

Because of its great usability and simplicity, WordPress allows for a very fast time-to-market, meaning you can deliver your project quickly and efficiently. However, it should be noted that  most businesses will need the support of a skilled agency to be able to achieve that.

Integration 

WordPress is very easy to integrate with other systems, such as HubSpot, Salesforce, and others. This means your business will experience minimal disruption due to integration, whether migrating to WordPress or starting a new development project from scratch.

Usability 

In the back-end, WordPress is renowned for its usability. As a CMS, it’s extremely easy to use, meaning you can get up-to-speed quickly and share responsibilities across more members of your team. 

Performance 

The performance, speed, and ease-of-use with WordPress are all enterprise-grade when building websites on the platform. This means user adoption and retention will be high, ensuring the success of your project and driving greater ROI.

Long-Term Value

When working with WordPress, you’ll also gain advantages that will deliver added value to your business, especially if you have the support of a specialist partner who can help you unlock the full power of the technology. 

The project doesn’t stop with the initial implementation of WordPress, either. As your requirements change, or your project evolves, WordPress is the best platform to adapt with you and deliver value to your business in the long-term.  

Why WordPress is the Future of the Enterprise

WordPress is the most popular and widely used CMSs in the world today. And that popularity has been consistently spreading into the enterprise market over the past decade or so.

This is no coincidence, either. It’s unsurprising to see how quickly WordPress is growing in popularity, as more and more businesses realise the vast potential of the platform and the benefits it can deliver.

When taking into account its unprecedented scalability, flexibility, and usability, not to mention its low TCO, WordPress is one of the leading options for bespoke web development projects for large organisations.

When it comes to evaluating the options for your own project, remember to carefully consider how each platform aligns with your requirements and objectives. Once you’ve identified the CMS that is most suitable to deliver what you’re looking for, consider the value that could be added to your project by working with an agency partner who specialises in that technology. 

Penetration testing, often abbreviated as pen testing, is an essential process to ensure you maintain a safe and secure website. But what exactly does pen testing involve, and how can you rest assured your agency partner is covering all potential vulnerabilities for you? 

This article will provide a detailed guide to penetration testing, helping you minimise your security risks and ensure your website is fully protected. 

In a recent series of articles published in our resource library, we provided an in-depth explanation of the end-to-end process of building a high-performance, enterprise-grade website. (If you’d like to read that series first before learning about pen testing, you can start here). 

After you’ve worked with your agency partner to successfully build your website, you’ll also need to ensure your site is protected from cyber security threats.  With that in mind, you should understand the important role that pen testing plays in effective website security and maintenance. 

What is Penetration Testing? 

Penetration testing is a form of website testing that’s used to identify security vulnerabilities When conducting pen testing on your site, your agency will simulate a range of cyber attacks that could be used by cyber criminals or malicious software (malware). 

The purpose of this is to identify security weaknesses within your site and take action to prevent them from being exploited in the real world. This approach goes beyond basic tests, as it doesn’t just list the vulnerabilities, it examines how they could be exploited and helps to prevent that from happening. 

Why is it Crucial for an Agency to Conduct Penetration Testing? 

Website security is critical in today’s digital business landscape. Cyber security threats have become highly intelligent and sophisticated, now capable of penetrating even the strongest security networks. 

For instance, global technology giant Acer was the victim of a cyber security attack that demanded a ransom of $50 million USD in recent years. 

The outcomes of a cyber attack on your website could be catastrophic, either through sensitive data being stolen, lengthy losses of business continuity, or even reputational damage. 

Remember, your site’s security isn’t just vital to you as a business, it’s also something your clients need assurance with when they agree to work with you. You should be taking as many proactive steps as possible to ensure your security measures are rigorous enough to match high levels of risk. 

Covering All Bases for Robust Security (in WordPress)

It’s useful to be conscious of the common security weaknesses and pitfalls cyber criminals typically aim to take advantage of. 

Security vulnerabilities can be created when your website is running on outdated versions of your platform, or if something hasn’t been configured or integrated properly. Other common pitfalls include weak authentication measures and insufficient protection from the perspective of your users. 

With platforms like WordPress, there are some areas in which less experienced agencies could allow security vulnerabilities to creep in as well. For instance: 

• Auto-updates – When your platform’s software is automatically updated, changes in the code can cause new security weaknesses to arise. 
• Plugins – Using WordPress plugins from untrustworthy sources, or neglecting to update and maintain your plugins properly, can also cause security issues. 

This is one of many reasons why it’s important to work with an experienced agency partner who has proven platform-specific knowledge and expertise. Your agency should know your CMS of choice inside out, and should therefore be well aware of all the most common security pitfalls and targets for cyber attacks. 

What Does Effective Penetration Testing Involve? 

To conduct pen testing, your agency’s security experts will run through a process that attempts to penetrate your site’s security measures. 

This is usually done in stages, as follows: 

1 – Planning and Preparation

1. Review the results and analysis of any previous tests (if there are any)
2. Define the scope of the testing, including which tests will be performed
3. Gather all necessary data and information on the system to conduct the testing
4. Determine the criteria of success or failure for the tests.

2 – Running the Tests 

1. Use automated tools to scan for vulnerabilities and identify weaknesses 
2. Attempt to exploit the identified weaknesses 
3. Repeat the tests with different types of user roles and permissions
4. Measure the outcomes against criteria for success or failure 
5. Create a report on the outcomes and results of the tests. 

3 – Post-Testing 

1. Review the reports and analyse the results 
2. Remediate and resolve the vulnerabilities that were able to be exploited
3. Re-test the vulnerabilities to ensure remediation was successful.

The Benefits of Thorough Penetration Testing

Working with an agency partner who can support you with ongoing pen testing is a necessary step towards gaining enterprise-grade security for your website.

Technology changes so quickly today. Your platform receives updates regularly, your site is always growing, and cyber criminals are constantly finding new ways to breach your defences and gain access to your data. Penetration testing allows you to keep the pace with new emerging vulnerabilities. 

Conducting regular pen testing can also help improve client relationships and create competitive advantages as well. In certain industries, a demonstrable commitment to security will be greatly appreciated by your target audience. This can help to differentiate you from the competition and provide the trust required to attract more prospective clients to work with you.

Website Security is a Never-Ending Battle 

While every business with a website faces tremendous security risks today, this is a proven process that can help to minimise that risk and give you the confidence you need in your site’s security.

Any agency partner you work with should have the knowledge and expertise to understand the importance of pen testing, and should insist on making this an integral, ongoing part of your site’s maintenance. 

As a business in the financial services industry, you have to navigate a range of sector-specific challenges that make it difficult to meet current user expectations with technology. This article will explain why a bespoke development project is often the most effective way to solve those challenges, and provide guidance on how to approach such a project.

For a long time, apprehension towards cyber security and data protection, alongside challenges with decades-old legacy systems, meant that many businesses in the financial services sector were a bit behind the technology curve. Banks and other financial services companies weren’t typically known for their impressive websites or sleek digital processes, at least not until fairly recently. Those days are long gone now, though, as digital transformation and technology-driven innovation have changed the financial services industry forever. 

Today, both your clients and employees alike expect a seamless digital experience when interacting with your services and processes. And meeting these expectations has become increasingly important over the past 10 years or so, as the more traditional finance businesses have faced disruption from trends like FinTech and digital banking. 

But whether you’re a long-standing financial institution, or an early-stage FinTech start-up, there’s a common priority among businesses in this industry – you simply must keep up with the pace of technology in order to stay relevant with your customers and maintain your competitive edge.

Changing Demands from Your Audience of End-Users 

The technology trends we’ve highlighted there will have caused you to shift large parts of your business model online over the past few years. Consequently, that will have created a range of new challenges for you.

Self-Service 

Whatever services or products you provide, your clients now expect the same convenient, effortless experience they’re used to with the technology they use on their smartphones every day.  

When interacting with businesses, most people want to be able to do everything for themselves online, ideally without having to interact with a sales-person or customer service rep. If you can’t enable this self-service in a simple and efficient way, your customers will be left frustrated. 

Cyber Security and Data Protection

The amount of data passing through your business is mind-blowing. All that data can be placed at risk if any technology attached to your corporate network is not secure. When you’re working with such highly sensitive financial data and strict industry regulations, all your technology must be highly secure.

Responsive Design 

Your digital systems need to be highly intuitive, dynamic, and, perhaps most importantly, simple and easy-to-use. That should ideally be the case for all systems, both client-facing and internal. 

User Retention 

If your current website feels clunky, unintuitive, or difficult to navigate, your clients will not hesitate to go elsewhere. While that may have been acceptable with cumbersome legacy systems in the financial services market 20 years ago, it’s simply not an option today.

People will leave a company’s website forever after one poor experience. This demonstrates just how important an excellent user experience (UX) is in retaining your user base.

Similarly, with internal systems like staff training portals or corporate knowledge bases, a poor UX will stifle adoption and usage of the technology. In turn, that will have a negative impact on your return on investment (ROI). 

Using Bespoke Development to Overcome Business Challenges 

In order to break down those barriers and overcome those challenges, many of the leading financial services companies have developed websites that are entirely bespoke. 

Modern enterprise systems need to be dynamic, intuitive, and user-centric. Delivering on all those attributes often requires bespoke development, especially in an industry as nuanced and complex as financial services. 

Your customers, partners, and clients must be able to interact with your services and access their data online, from anywhere, at any time. Not only that, but they also expect personalised content, tailored to their specific needs or challenges, at every stage of their user journey. 

For that reason, it’s often necessary to take the route of a bespoke development project to ensure that your business gains exactly what it needs – and that your users get exactly what they want – in terms of both functionality and capability. 

This covers all the possibilities and ensures your digital presence is tailored to your specific business objectives, the preferences of your users, and unique requirements, including:

• A bespoke website that differentiates you from your competitors
• An online portal, either for training internal users or providing a more engaging experience for your clients
• A new platform that can better integrate with your legacy systems
• A new content management system (CMS) that can provide greater flexibility and scalability 
• A way to transform time-consuming, inefficient manual processes into a unique, easy-to-use digital tool.

Whatever it is your business requires, you can follow the simple, proven process outlined below to ensure your investment in new technology is a successful one.

How to Approach a Bespoke Development Project for a Financial Services Business 

Understand the Purpose of What You’re Building

The first thing you need to do is reach a clear understanding of exactly what you’re trying to achieve with your website. Whatever you’re looking to build, it should align with, and support, your company’s strategic business objectives. 

It should also meet a specific need or solve a specific challenge for the users it’s aimed at. This will help you begin to determine exactly what you need in terms of design, usability, and any other bespoke functionality. 

Define Your Requirements in a Project Brief 

A brief is a simple written document that lists all the key ideas and details you think are relevant to the website or platform you’re looking to build. Use this to list all your functional and non-functional requirements, as that will make the project as clear as possible for the design and development agencies you speak to. 

Try to be as specific as possible to give yourself the best chance of having the project delivered on time, within your budget, and to your bespoke specifications. Without that specificity, you’ll likely be disappointed and could even end up drastically 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 Your Technology Options 

In most cases, you’ll use a content management system (CMS) to build your bespoke site. This is a type of software-based platform that allows you to create, edit, and publish digital content across a range of online channels and devices.

Every bespoke development project will be different, so you should aim to select the CMS that best aligns with your objectives, requirements, budget, and other factors.

For example, WordPress is fast-becoming the platform of choice for many forward-thinking financial services businesses, because of the flexibility and fast time-to-market it offers.

To learn more  about how to understand and evaluate the enterprise CMS options for bespoke development, read our helpful related article here.

Find and Select an Agency Partner 

Building, managing, and maintaining a high-performance website in the current technology landscape can be very complex. It requires a wealth of expertise and experience, and also takes time. For that reason, the vast majority of businesses work with a web design and development agency to bring their vision to life. 

The choice you make about which agency to partner with will have a significant influence on the success or failure of your project, so approach this decision with a great deal of care. 

When you’re dealing with such a high volume of sensitive financial data, you must find an agency that understands and respects the critical nature of the work they’ll deliver for you. 

You should consider the following qualities as non-negotiable for your an agency: 

• Proven financial services sector experience and success 
• A strong track record with complex bespoke development projects 
• A long-term partner who can advise and guide you to make the correct decisions
• Certifications and accreditations 
• Compliance with financial services industry regulations
• Secure hosting, with back-up, disaster recovery, and risk mitigation plans
• Security built into the core of every project 
• Automated monitoring, maintenance, and support services
• Ongoing updates and optimisation for your platform
• Training and learning to help you gain maximum value from your investment. 

What Are the Key Components of a Successful Bespoke Development Project in the Financial Services Sector?

There are some key components of a web development project that you can specifically include in your requirements before you speak to any agencies. These will ensure you minimise your risks and mitigate potential problems, both during and after the delivery of the project. 

You should use these as criteria when assessing your agencies and your technology platform, as they should all be non-negotiable for any business in the financial services sector.

Hosting and Performance 

Hosting refers to the physical and virtual data centres used to house your website. It’s crucial to ensure your site will be hosted in a secure environment, with an experienced, trustworthy provider, because this will have a significant influence on things like security and performance. You’re likely expecting to deal with a high volume of data and a large audience of users, so it’s crucial to ensure your website or platform can handle that. 

Enterprise-Grade Security 

Security is not an after-thought, it’s a critical priority. From your choice of hosting services, to your data back-up and disaster recovery, right through to the frequent testing of your live site. Always place this at the very top of your list of questions when speaking to an agency or a technology provider about developing something bespoke.

Personalisation

Providing your users with personalised services and content is another crucial capability for modern financial services companies, but not all platforms can facilitate this. 

In order to ensure your end-users are having their experiences tailored to each individual, some bespoke functionality could be necessary.

Scalability and Multi-Site Development

As business growth is likely one of your key strategic objectives, your site must be able to support that. A scalable platform will allow you to seamlessly expand your online presence as your business grows and your needs change. 

Integration with Back-End Systems 

Like most financial services companies, your corporate network probably includes a variety of old and new systems and applications across all your different departments. If you’re going to have something new developed, you’ll need to build it on a technology platform that can seamlessly integrate with all those relevant systems. 

Ease-of-Use 

Whether or not a technology solution is a good investment or a bad one often depends on how easy it is to use, both for your team internally and your end-users. Usability is a key criteria 

Time-to-Market

One of the great advantages of developing a bespoke site is that you can continue to iterate and improve it based on user feedback. However, you’ll want to ensure you’re able to do so quickly and efficiently. 

Working with an agency, and a technology platform, that enables a fast time-to-market with your development projects is an important part of the process in terms of achieving positive ROI.

Ongoing Development and Optimisation

Following on from the previous point, your web development project shouldn’t stop at the delivery and deployment of your solution. Once your site is live, measure and analyse its adoption and usage. You can use that feedback to continue optimising its capabilities and functionality for the best possible results.

The Business Benefits of Bespoke Development  

While technology does create its fair share of challenges for businesses that are unprepared or unwilling to adapt, it also presents a vast range of opportunities to those who embrace it. 

A bespoke development project delivers something entirely unique and specific to your business, giving you a range of benefits and advantages, including: 

• Improving your internal UX, creating greater operational efficiency
• Improving your external UX, providing more convenient, intuitive services to customers 
• Streamlining mission-critical processes to reduce costs 
• Building enterprise-grade security into the core of your systems
• Enabling real-time interactions with data 
• Increasing customer retention and loyalty 
• Achieving competitive differentiation
• Accelerating business growth. 

In Summary

Financial services has always been a highly competitive industry, but with recent technology trends and changing consumer behaviour, it’s now more important than ever to have a strong, user-centric digital presence.

Not only do your clients and partners demand their data be handled in a secure, compliant way, they also expect a seamless, consumer-grade performance from all digital processes and services they use. Unexpected down-time, poor UX, or any similar frustrations will leave your customers unsatisfied and may put their loyalty in question.

In order to avoid these challenges and minimise your risks, it’s important to find the right agency, with the right technology, to create a website tailored to meet your strategic objectives and exceed your clients’ expectations.

To learn more, read our comprehensive guide to understanding and evaluating the enterprise options for bespoke development here.

Discover how global private equity advisory firm, Rede Partners LLP, transformed a time-consuming manual process into a game-changing client-facing online portal here.