Before you begin working on the design elements of a website project, it’s important to begin with, what we at SoBold call, a research and planning phase.
The purpose of a research and planning phase is to ensure that every single decision you make about your design will result in a more effective website, both in terms of your business goals and your users’ needs.
During this phase, you’ll work alongside your chosen agency to define the full scope of your website and all its requirements. This phase will also involve looking closely at your target audience, trends in your market, your competitors, and any data available from your existing website.
This research is extremely useful in shaping the direction you take with your website and helping you to capitalise on certain trends that may align with your strategic objectives.
In this article, we’ll explain how a research and planning phase works to help you know what to expect when entering your own website design project.
If you’d first like to gain a better understanding of the full end-to-end process of web design, read our previous article here.
Website Strategy Workshop
A research and planning phase usually begins with a strategic workshop. This workshop will bring all the relevant stakeholders together, either in person or over a video call, to agree on the goals and parameters of the project.
A workshop is a great collaborative environment to help your agency become even more familiar with your brand, your target audience, and the outcomes you’re looking for from your new website.
Your agency should work closely with you to determine how the objectives you have for your new website feed into your wider business goals. That will be the key to finding the right approach to designing your website.
Once the workshop is completed, the research can begin.
Leveraging Data to Dictate User Experience (UX) Decisions
Every decision you make about your website’s design needs to be informed and justified by data.
As it’s becoming increasingly difficult to capture and retain your audience’s attention, nothing can be left to chance. It’s also negligent to overlook the vast range of valuable insights available to you within your data, and the data in the public domain.
Google Analytics
Your agency should begin by analysing the performance of your website in Google Analytics. This can help to help understand the current behaviours and trends from your website users.
Most businesses use Google Analytics, but few understand the right things to measure. For many businesses, Google Analytics is an untapped gold mine of data and insights that can help you improve site engagement, retain more visitors, and ultimately grow your business.
You can conduct a thorough analysis of things like:
1 – Your Audience Acquisition
Google Analytics can help you identify where your visitors have found you and accessed your website from.
Whether through organic search, social media, direct, or referral, you’ll learn how all your visitors are acquired. This information is vital, as it can allow you to tailor different parts of your website to certain visitors at various stages of their journey with you.
For example, if organic traffic is a key driver of your website traffic, it’s important for your agency to ensure that lots of the hierarchical structure of copy is maintained throughout the site.
This is also helpful in optimising your wider digital marketing strategy, by recognising what’s working well and what isn’t, from a web traffic perspective.
Bonus Tip – If you’re running Google Adwords, make sure your agency partner is aware of all the URLs that need to be redirected, and that this doesn’t affect your ad spend.
2 – Your Visitors’ Demographics
Google Analytics can provide detailed insights into your website’s visitors, with data covering everything from age, gender, location, language, and more. This helps you gain a clear, specific understanding of who’s coming to your website, and that can inform important decisions about your design.
It will also help you determine whether or not you’re attracting the right audience, which could alert you to a need for changes in your design and branding.
Bonus Tip – If you have a lot of visitors from other countries, you may need to talk to your agency about setting up a content delivery network (CDN) on the hosting server to deliver content from that location.
3 – Your Visitors’ Interests
You can use Google Analytics to view information about your visitors’ interests, past searches, and other online behaviour. This can help you identify what they’re looking for when they’re visiting your site. You can then tailor your design and content to match any unaddressed questions, challenges, or needs they might be looking to meet.
4 – Your Visitors’ Behaviour
Google Analytics can give you a graphical representation of your visitors’ behaviour when interacting with your site. This includes where they’ve entered your site, where they went next, what their whole journey through your site looks like, and where they eventually left.
This provides great opportunities to optimise certain pages that aren’t performing well enough. You can also learn what your visitors respond well to from pages that already have strong engagement.
Mapping your users’ journeys may also uncover insights to help you create links between certain services, hone in on special offers that will drive increased conversions, and many other ways to boost engagement.
5 – Your Conversions
Your conversions are a critical measurement of your site’s success. Whether you’re aiming for subscriptions, demo sign-ups, contact form submissions, downloads, or anything else, failing to achieve your conversion targets means something isn’t working.
You can use Google Analytics to set goals for conversions, monitor performance, and highlight areas where you need to improve.
Taking this analytical approach will ensure your website’s design is tailored to supporting your strategic objectives.
Bonus Tip – On July 1, 2023, for continued website measurement, you’ll need to migrate your original property settings to a Google Analytics 4 (GA4) property. Your agency partner should be on top of this though.
Data Tracking
Next, if applicable, your agency should review any existing tracking resources you have in place on your website.
A successful website design is based on many different factors, each an important component in engaging your audience, converting them into clients, and growing your business.
This is why it’s useful to look into key metrics you may use to measure your success against, then use the related data and analytics to inform your design. Tailoring your UX based on your findings will ensure your website is designed specifically to optimise your user behaviours.
Bonus Tip – If you don’t have any additional tracking in place, both HotJar and Crazy Egg are great tools to use.
Analysing External Factors
Understanding Your Target Audience
One of the most important parts of building a new website is understanding the preferences of the audience you’re targeting. You know what your ideal customer profiles (ICP) look like, but do you understand how they behave when interacting with websites online?
Every decision about your website’s design must be made with consideration and empathy for your users. As touched on in the previous section, audience research will include a wide range of variables, including:
- Demographics
- Goals
- Challenges
- Motivations
- Preferences
- Frustrations.
This part of the research will contribute towards building user personas and user journeys at a later stage of the design process.
A user persona is a fictional person that you can use to represent the target audience of your website. These personas will help you focus on the desired interactions between the ideal user and the website you’re building. Creating personas also helps to map the users’ needs to your goals for the project.
A user journey is a path that a user may take to reach their goal when using your website. Hypothetical user journeys are created at this stage, as they help to identify the different ways the site’s design needs to enable the user to achieve their goal as quickly and easily as possible.
With these, you can begin to paint a picture of how your target audience will interact with your website, allowing you to create a satisfying user experience.
Industry Landscape
Researching your industry landscape will reveal a great deal about what to do, and what not to do. An analysis of the wider market you operate in will help you benchmark yourself against industry leaders, and highlight mistakes being made by any businesses lagging behind. It’s useful to be aware of any industry trends or points of influence that may inform your website’s design as well.
Bonus Tip – You’re an expert in your industry. Your agency is not, but they are experts in web design and marketing trends. Work closely together by leveraging each other’s knowledge and expertise to paint the full picture of what makes modern websites successful from a design perspective.
Competitor Research
It’s also crucial to conduct a thorough competitor analysis to see what the benchmark is for a successful website in your industry. Conversely, some competitors may provide examples of bad design that can help you identify pitfalls to avoid with your own site.
Around five of your competitors is usually a good number to look into. To do this, your agency should work with you on assessing their websites in key areas such as:
- Design look and feel
- Structure and navigation
- Features and functionality
- User experience
- Content and layout
- Calls-to-action
- Speed and performance
- And anything else relevant to your project.
This research will allow you to recognise opportunities, gaps in the market, important trends, and any other insights you can gather.
Making Data-Driven Decisions
Following all this research, your agency will work on developing a strategy for your website, recommending the optimum route through the rest of the design process.
Your agency will provide a report detailing all the findings from the strategy workshop and research. This should often include a sitemap document and a content framework for your site as well.
An agency should always provide the opportunity for feedback and iterations on crucial documents like this, so you should then be given time to review this and provide feedback.
Bonus Tip – Don’t be afraid to ask questions, challenge things you’re unsure about, or change your mind during this feedback and revision process. These are big decisions, and it’s important to be 100% sure about the direction your website’s design is being taken.
Once you’ve worked through this feedback with your agency and you’re happy with everything they’ve planned, you can then move into the phase of the project that focuses on the visual identity of your site.
Bringing it All Together in the Design
A thorough, well managed research and planning phase is an essential part of designing a successful website. By having a strategy backed up by tangible data in place, you’ll be able to work through the remaining phases of the overall design process in a more efficient and effective way.
It also helps anticipate any challenges or potential issues in the design process and allows you to mitigate them before they arise, saving you time and money in the long-run.
This phase is arguably the most important in ensuring your agency can meet your specific requirements and expectations, on time and within budget.
If you’d like to discover what’s involved in the next phase of a web design project, exploring the visual identity of your site, read our next article here.
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- 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.
- 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?
- 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.
Development
10 July, 2023
Headless CMS Explained: Understanding Whether Headless is the Right Approach for Your Website
Making the best possible choice of content management system (CMS) is crucial for the success of your website. But, these days, not only do you have to navigate the many different options – from WordPress to Sitecore to Webflow – you also have the added challenge of deciding whether to go “headless” or not.
Whether to take the less conventional headless approach with your CMS is a decision that could cause some confusion. It could even cause some challenges with your website if you end up making the wrong choice.
In this article, we’ll help you understand exactly what a headless CMS is, when you may need to take that approach, and highlight some key considerations to make before finalising your choice.
What is a Headless CMS?
With a traditional CMS, the back-end and the front-end of the system are directly linked. This is how you use your CMS for both the content management (back-end) and to control how the content is presented to your website visitors (front-end).
In this context, the back-end of the CMS is sometimes referred to as the “body” and the “head” is the front-end. In a headless CMS, that front-end is decoupled from the back-end of the system, hence the term headless. With this approach, you use the back-end as normal for content management and the presentation of content in the front-end is handled completely separately.
This is valuable because it allows you to design your website front-end however you like, without any restrictions. However, it also requires more technical work from your development agency as a trade-off.
With a headless CMS, your content is presented to your audience on your live website by using APIs that take it from the back-end of the CMS. This use of APIs also allows you to publish the same content in a variety of different formats via different channels as well, but more on that later.
Scenarios in Which You Might Need a Headless CMS
It’s important to understand that you should only take a headless approach if it’s the most suitable way to meet a specific set of requirements or objectives.
Some scenarios in which you might need to take a closer look at adopting a headless CMS include:
If a large volume of content is a key component of your marketing strategy.
If you’re going to be producing and publishing a lot of content on your website, you may benefit from a headless CMS. Many people find it easier and more intuitive managing websites in the back-end of a headless CMS.
The decoupling of the front-end also means that your development agency will be the ones responsible for ensuring your audience is presented with dynamic, engaging content.
If you expect to have high volumes of traffic and need to maintain performance.
If the size of your website’s audience will put a heavy demand on your CMS’s performance, a headless system could be a worthwhile investment. Using APIs, and leveraging other intelligent techniques, the headless approach often delivers faster loading times, reduces the workload on your servers, and offers greater scalability.
If you have a multi-channel marketing strategy, or need to publish content across multiple digital touch-points.
The headless approach allows you to take one piece of content, upload it into the back-end, and seamlessly publish it across several channels, including website, mobile app, social media, email, and even internet-of-things (IoT) devices.
This can help you maximise consistency, while providing your users in each channel an experience optimised for their preferred context.
If you’re prioritising personalisation.
As personalisation is becoming much more important in modern marketing, headless CMSs are becoming more popular in enabling those tactics.
If you need to create personalised experiences for your website visitors based on their demographic data, past behaviour, preferences, and so on, a headless CMS may be the right option. This is a useful approach for delivering tailored content to individual visitors, improving your engagement and increasing conversions.
If you have a multi-lingual or multi-regional website.
Delivering the same content to visitors in different languages, across different locations, can also be made easier by using a headless CMS. Your localisation process can be streamlined by managing the content for all users just once in the back-end, then delivering it seamlessly in its different forms based on location or other conditions.
Key Considerations and Potential Pitfalls
While a headless CMS can be a great choice to deliver on the requirements discussed here, it’s still not a straightforward decision in these scenarios.
Firstly, it’s important to note that a traditional CMS like WordPress can still help you achieve all the things listed above, especially with the support of an experienced, talented agency. Secondly, there are some downsides to the headless approach that need to be considered while you’re evaluating your options.
Security
Security is an issue that needs careful consideration when looking into the headless approach. The headless architecture, and use of APIs, create more security vulnerabilities than you’d have with a traditional CMS.
It’s also common for a headless CMS to require more hands-on management in key areas such as hosting and compliance, as well as more thorough and frequent testing.
Development Complexity
When you ask your development agency to build, manage, and maintain your website using a headless CMS, you’re asking them for more complex work than they’d be facing with a traditional system. This complexity is something you need to be aware of, both in your selection of an agency capable of delivering your requirements, and in the additional workload you’re asking them to complete for you.
Time-to-Market
Following on from the previous point, more complex development work often results in a longer time-to-market for your website.
Developing a website using a headless CMS may require more time and resources from your agency to deliver the work for you. If you need to get your site up and running quickly, or if you may require future development work to be delivered quickly, a regular CMS may be a safer bet.
Technical Skills
Publishing content with a headless CMS may be easy, but if something goes wrong, or you need something changed, you’re unlikely to be able to do it yourself. A headless CMS requires more technical skills and development experience to maintain than a traditional CMS, even for small tasks. If you don’t have these skills in your team, you’ll be more reliant on your agency partner than you would be with a normal CMS.
Total Cost of Ownership
All the points listed here will add up to a higher total cost of ownership (TCO). When accounting for the higher volume and greater complexity of work you’ll require from your agency, you’re likely to spend a lot more of your budget on a headless CMS.
Unless you have specific complex requirements that demand the use of a headless CMS, it’s usually the more cost-efficient option to go with the more traditional approach.
Content Strategy
With all that said, it’s also important to consider whether a headless CMS is even necessary based on your content strategy.
Unless you have an intricate, wide-ranging content strategy that spans various channels and platforms, it might not be worth adopting a headless CMS at all.
Most of the requirements you have can likely be delivered by working with a reliable agency partner using a sophisticated, flexible CMS like WordPress.
It’s also important to note that WordPress can be used in a headless context as well. This offers you a balance between a familiar, easy-to-use system and a more dynamic UX for your visitors in the front-end.
The Benefits of a Headless CMS
If you do decide to take a headless approach, your CMS can deliver a wealth of benefits and strategic advantages. These include:
Scalability
The headless architecture will enable you to build out your digital presence rapidly, on a large scale, across multiple channels. This scalability will be crucial for your website as your business grows and your requirements evolve.
Customisation
Both the back-end of your headless CMS and the front-end presentation of your content are entirely customisable, tailored to your specific requirements.
Flexibility
Headless CMSs provide a great deal of flexibility in terms of your selection of technology, content creation, and implementation of a multi-channel market strategy.
Ease-of-Use
If you work with a skilled agency partner who can set up and manage your system for you, publishing and editing content with a headless CMS becomes quick, easy, and efficient.
User Experience
Delivering your content seamlessly – and consistently – across a wide range of channels and digital touch-points creates a far greater UX for your target audience.
Performance
The headless architecture removes the need to render pages on your server. This creates the faster loading times and improved performance discussed previously, which also contributes to a better experience for your visitors.
Competitive Differentiation
As mentioned earlier, the headless approach allows you to create a truly unique UX. In an increasingly crowded, noisy online landscape, this can help you differentiate your website and stand above your competitors.
Future-Proofing
A headless CMS allows you to easily change or upgrade the technology you use for your front-end without having any impact on your back-end. This will help you become more agile and adapt quickly as new technology trends emerge in future.
Making the Right Decision for Your Unique Requirements
Ultimately, you should base your decision here on the specific requirements you have for your website and the circumstances you find yourself in.
While a headless CMS does offer a range of innovative capabilities, the additional costs and resources you’ll need to invest may not be worthwhile. For example, the traditional use of WordPress can provide you with most of the benefits discussed earlier.
Carefully consider your objectives, your strategy, and the resources you have available. Use those to weigh up all the pros and cons listed in this article in relation to your own website project.
The key thing is to clearly understand exactly what you need from your CMS, and use that to select the option that aligns best with your requirements.
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Latest from agency
8 December, 2022
Sam Phillips and Will Newland interviewed by Cloudways
Technical Director, Sam Phillips and Managing Director, Will Newland were interviewed by Brent Weaver at Cloudways.
SoBold has been working with Cloudways since 2019 to help host development environments for all of their clients.
You can learn more about Cloudways, Managed Cloud Hosting services by visiting their website here.
See what they had to say in the video below.
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Latest from agency
3 August, 2022
Celebrating 3 years with Leonardo Esposito
A fresh-faced Leo joined SoBold in August 2019, with a big booming smile and speaking in broken English. It was immediately clear how driven he was to learn and pick up new skills and it was a no-brainer to offer him a job to join our development team.
For much of his first year at SoBold, Leo was glued to Google Translate to try and properly understand the tasks he had been set, but each and every time the output of his work would be the same, outstanding.
As Leo’s English picked up, as did his confidence and skill-set and he made it clear that he wanted to focus on Back-End Development and he really wanted to take SoBold forward. Leo championed innovation in our development approach and much of the workflow we do today has been driven by Leo’s desire to set the highest of standards.
He is a key figure at SoBold and we are very fortunate to have him.
We caught up with Leo to find out more about what he get’s up to in his day-to-day life!
At what point in your life did you decide to become a developer?
During middle school, I tried to learn how to make games, which led me to development. I started exploring different languages and realized I really liked learning the syntax of as many languages as I could. Eventually, I got into web development, and since then I have tried to expand my knowledge of web development languages, trying out new frameworks, and both front and back end sides.
Describe your typical day
As of now I’m trying out double gym days, which means an early wake up (5.30am), gym at 6am, and finishing at around 8am. Then I go to work, have my day, and when I finish I go home and back to the gym. When I get back home it’s circa 8.30pm, so I have dinner, watch something on Netflix (not too much otherwise I end up snacking), then go to my room, and if there’s time and I’m not too tired I play piano, otherwise I go to bed ready to do it all again.
What’s your favourite project to date
Favourite project to date is Rede partners
Any advice for junior developers?
Never stop learning, be curious, and be always ready to challenge yourself, and question what you do. Change your way of doing things if someone else out there is doing it better.
If you had to change careers what would you do instead?
Theoretical Physicist or Volleyball coach
What was your most recent challenge and how did you overcome It?
Hit a plateau in terms of motivation, but managed to overcome it by getting less on my plate, and focusing on meaning, eventually, it became better.
What’s your favourite thing to do outside of work?
Workout, play music (piano, guitar), play video games (fav ones are Skyrim, Horizon Forbidden West and Fallout)
How do you think the designer/developer relationship could improve?
The main thing is communication and chemistry, once those are there the relationship improves by itself.
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Digital Business
30 November, 2022
How to Create a Brief That Will Ensure Your Web Development Project is Successful
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:
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:
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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Digital Business
9 February, 2023
10 Tips to Improve WordPress Security and Minimise Risks
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:
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.