When looking at content management systems (CMS), scalability refers to the ability to expand and grow your site with more content, capabilities, features, and functionality.

Your CMS is a long-term investment, and its scalability will have a strong influence on whether or not that investment is successful.

“When sustainable business growth is a top strategic objective, you need full confidence that your web presence can seamlessly scale and evolve to support that growth.”

This requires a platform that allows you to quickly and easily create new features and functionality. Ideally, you should be able to do this without having to invest significant time and resources into additional costly development work.

WordPress is One of the Most Scalable Platforms Around

Evidence of WordPress’s great scalability can be found in the fact that almost 45% of the world’s websites are built on the platform. That includes global enterprises such as investment firm Blackstone, research and advisory leader Forrester, the NHS England, and leading pharmaceutical company Hutch Med.

This is because WordPress websites can seamlessly scale as your needs change and your business grows. You can easily add a high volume of new content to your site at speed without compromising on quality. 

WordPress is also renowned for how easily you, or your development partner, can build bespoke features and functionality, so your site can keep evolving with new capabilities to support more advanced requirements. 

“No matter the size or complexity of your site, WordPress can provide fast, intuitive development capabilities with ongoing growth acting as a natural outcome.”

Using WordPress at Scale 

Developing, managing, and maintaining a high-performance website at scale is a complex challenge. For that reason, it’s important to work with an experienced web design and development agency who can enable continual growth and support you through it.

Part of your agency’s services will include configuring your platform, and building your site in the back-end, in a way that encourages long-term scalability. We’ll explain our own approach to this in more detail in the next section. But first, let’s look at some of the fundamental ways to use WordPress at scale: 

Bespoke Features and Functionality

If you want to build out your website with new capabilities, WordPress stands above all its competitors thanks to its ability to develop bespoke features that are unique to your site. 

WordPress is built on PHP, which is the most popular development language around, as it’s currently used by over three quarters (77.5%) of all websites with a known server-side programming language. With PHP, WordPress has a significant advantage over other CMSs, because it allows you to create virtually anything and integrate it with the platform.

Selecting an agency partner with WordPress-specific skills provides you with the opportunity to leverage the platform for almost limitless scalability, among other benefits. 

WordPress Plugins 

WordPress also comes with a vast range of plugins, which can help with adding to, and enhancing, the existing functionality of your site. Plugins are an essential aspect of WordPress development, but it’s crucial that you only choose the most reputable, tested, and proven plugins. 

Your agency partner should be experienced in this plugin selection and use their past experience to recommend the best ones to use for your specific requirements. Your agency partner should also be able to advise you on how plugins will scale with increases in website size or traffic volume to help preserve your site’s performance.

Using plugins that are not regularly updated, or that come from unknown development owners, could harm your site by making it heavier, slowing down your page loading times, and possibly even creating security vulnerabilities. 

Using a particularly large number of plugins is another situation that could result in slower loading speeds or other performance issues. Be mindful that use of plugins can reduce the bespoke development time needed to build your site, and the use of too many plugins could cause performance issues. If you find yourself in this situation, it could be an indication that your development partner might actually be taking shortcuts.

The Importance of a Trusted Partner 

Whether you’re using plugins or building new bespoke features, your agency will be able to take care of all of these crucial aspects of your development for you. Their support and guidance will ensure you can expand your site freely without running into any technical issues. 

Once you have everything you need in place, your agency will then be able to accelerate the speed at which you can scale moving forward. A great agency partner will also provide you with ongoing education and support, allowing you and your team to build your site out easily and efficiently by yourself too, whenever you want or need to.

Taking a More Scalable Approach – Building with Blocks 

While many agencies still use a more traditional method of developing sites with WordPress, taking a block-based approach provides even greater opportunities for dynamic scalability. 

As an alternative to the time-consuming practice of inputting text and images into a rich text editor in your CMS, the block-based approach allows you to create each page on your site more easily with a set of pre-built components. 

Components are blocks of code with pre-defined style and input types. You can use and re-use these components across multiple pages of your site to scale it at a much faster pace. Any time you want to create a high volume of new content, you simply pick your already-built components and place them in the correct positions. 

This is an approach that enables virtually limitless growth of your website at speed with a high level of quality and accuracy. Building components that can be reused across your site will also deliver added benefits like increased efficiency and reduced costs. This in turn provides you with more time to focus on developing better services and experiences for your site visitors. 

The block-based approach to building websites is another way to make your WordPress platform leaner for better performance as well, because it removes the need for a bloated library of unnecessary plugins and features. 

You can read a more in-depth explanation of how to use this block-based approach for your own benefit in our related article here. 

An Enterprise-Grade CMS 

Scalability should be a key aspect of your criteria when selecting a CMS to build a website. Rapid growth and flexibility are crucial for your platform of choice.

Despite some still mistakenly thinking it might not be up to the task, you can use WordPress to build large, robust, high-performance sites at speed, and easily adapt them as your requirements change. 

This arguably makes WordPress one of – if not the – best CMS options available today. When you look at some of the world’s leading businesses currently using the platform to great success, that argument becomes much easier to appreciate.

Like with any CMS, though, the key to successful scalability is having the support of an experienced, trusted agency partner behind you, ensuring you’re leveraging the platform to its full potential. 

If you’d like more support in selecting the right CMS for your business, read our in-depth guide to understanding and evaluating the enterprise options for bespoke development.

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.

A content management system (CMS) is a type of software-based technology, used to build and manage websites and other digital products. A CMS allows you to easily create, edit, and publish digital content across a range of online channels, such as the web and mobile. This is the most common technology platform used by businesses to build assets such as websites, with almost two thirds (63%) of all sites on the Internet now delivered via a CMS. 

With that in mind, it’s clear why most businesses today are heavily reliant on this technology. Whether you’re developing something new from scratch or switching from an old platform to a new one, selecting your CMS is an extremely important decision with a lot riding on it. But with such a vast landscape of digital solutions to navigate, and so many different options available, finding the right CMS can be overwhelming. 

To help you through the process of finding the right CMS, this article compares four of the most common options for large businesses. We’ve also listed their pros and cons, and provided some additional considerations that will be useful for you to think about along the way.

First, the Criteria

A CMS can be used to build various digital products and assets, from websites and mobile apps to bespoke systems like staff portals and internal training platforms. Particularly in large businesses, it’s common to need to create some bespoke features, functionality, or digital processes as well. Whatever it is you need, you should aim to find a platform that’s capable of delivering on your specific requirements. 

Here are some points to include in your criteria when researching the options for your CMS:

• Bespoke development capabilities
• Easy integration with existing systems and legacy technology 
• Scalability and performance in peak traffic 
• Enterprise-grade security 
• Quick and easy editing capabilities 

Now we’ve covered what a CMS should be able to do when you start implementing it within your business, let’s look at the different platforms available to you.

Option 1 – Drupal 

The Pros: 

• Drupal is a highly secure platform, which is a crucial quality for a CMS to have. 
• It’s very intuitive for users who have coding experience or advanced content management skills. 
• It has a great community of users surrounding it, which contributes a lot of value and is able to provide support.
• It also has hundreds of unique thematic options to choose from when designing your site. 

The Cons: 

• Drupal can be hard to work with for non-technical users, as it lacks simplicity and provides limited customisation.
• It can take a long time to get up and running, which means your costs will be quite high if you work with an agency partner.
• It’s also worth noting that the version of Drupal most businesses use now (Drupal 7) will be reaching end-of-life soon.

Option 2 – Sitecore 

The Pros: 

• Sitecore is purpose-built for large businesses, guaranteeing an enterprise-grade experience. 
• Sitecore is a robust CMS with a high level of in-built security.
• It actually provides a fully-managed ‘digital experience platform’ that comes with more capabilities than the average CMS. 
• It also offers great personalisation and excellent pre-built features. 

The Cons: 

• Sitecore is an expensive option, even if you have a large budget to work with.
• It requires you to procure licenses to begin using it, and also restricts certain capabilities unless you progress to higher tiers of licenses. 
• It typically runs with hierarchical, complex workflows that might be frustrating for small or agile teams. 

Option 3 – Umbraco

The Pros: 

• Umbraco’s scalability makes it very suitable for large businesses.
• It’s free to use and open-source, with an active community of users supporting it.
• It allows you to manage a high volume of pages easily and efficiently.
• It’s another platform that comes with a high level of in-built security.

The Cons: 

• It can be difficult to work with for the average user. As with Drupal, Umbraco is mostly suitable for more technical users who have coding skills or some development experience.
• This complexity again increases the likelihood of higher costs with your agency partner (if you go that route). 
• It’s common for sites built with Umbraco to be reported as slow, for both back-end editing and the front-end user experience. 

Option 4 – WordPress 

The Pros: 

• WordPress is extremely scalable and dynamic. It can easily grow and evolve as your business grows, continuing to meet your changing needs.
• It’s renowned for its ease-of-use. Because of this, it enables you to deliver your projects quickly and efficiently.
• It’s highly customisable, making it ideal for bespoke development. With the right knowledge and skills, you can build almost anything with WordPress. 
• It also typically comes with a very low total cost of ownership (TCO). You won’t need to add on new features or capabilities, nor pay for costly extra work to handle platform upgrades or updates.

The Cons: 

• If you apply too many plug-ins, WordPress sites can slow down and experience dips in performance, but a good agency partner should encourage you to minimise the use of these.
• Some still see WordPress as an unprofessional platform used mostly for small blogs, but that old myth couldn’t be further from the truth today.
• WordPress is a secure platform, but plug-ins can create vulnerabilities if they’re not tested well or taken from untrusted sources. Again, a good agency partner should guide you with this to reduce the risk and prevent any issues.

Interested in learning more? Check out our related article here, where we explore the benefits of WordPress for large businesses in greater detail. 

A Brief Word on Agency Partners 

As touched on earlier, you’ll also need to consider whether you want to take the approach of working with an agency partner or not. For large businesses, most development projects tend to involve complex requirements that are almost impossible to manage without the support of an experienced agency. 

An agency partner can provide you with strategic guidance, platform-specific skills and tools, and expertise to help you gain as much value from the technology as possible. While it’s perfectly valid to decide to implement a new CMS without an agency working alongside you, doing so will probably make things a lot more challenging, a lot more expensive, or possibly both.

All the platforms mentioned here have their benefits. But they’ll each be significantly easier to use, and will deliver far greater return on investment (ROI), if you have an experienced partner involved. 

How to Choose the Best Option for Your Business  

Keep in mind that every business is unique and every web development project is different. These platforms are all good options in their own way, but a solution that works well for the majority of organisations might not be the right choice for you. 

Whether you’re building a bespoke website or migrating an existing site to a new platform, you have to be thorough in your assessment and make the right choice for your specific business.

To really understand the pros and cons of these options, you first have to be clear about exactly what you need and what you’re aiming to achieve. You’ll then need to determine which solution best aligns with your requirements, budget, and strategic objectives.

If you’re in the process of assessing solutions to help you deliver a bespoke development project, read our comprehensive guide to evaluating and selecting the right platform here.

The end-to-end process of web design is made up of a number of different phases that should all inform and complement each other. 

When working with a web design and development agency, they should use their expertise and experience to guide you through this process, which consists of:

• In-depth research and careful planning
• Visual exploration and mood boards
• User experience (UX) design 
• User interface (UI) design.

Once you’ve completed each of those phases and you have a design that you’re proud of, your agency partner will be tasked with preparing your website for development.

This article will explain the process of preparing a website for development, helping you understand what’s involved, what to expect, and how to approach it.

Designing  Your Website Across Different Break-Points 

In a recent article, we explained how the purpose of your UX is to help your visitors complete a task or process on your website as easily as possible, ultimately leading them to follow a call-to-action. 

Your UX is brought to life by your UI, which includes all the visual and interactive elements of your website, from colour and font to buttons and scrolling. 

Towards the end of the UI design phase, the next step will be to roll out your designs across a number of break-points. 

Break-points are the screen sizes of devices that your design will fit within. This allows your website to be designed as responsive and optimised for use across a wide range of different devices and channels. 

This is important because certain aspects of your site may not translate down perfectly across different screen sizes. 

Here at SoBold, we design sites across the following break-points, but this may vary from agency to agency:

• 1,920px – For most external computer monitor sizes
• 1,366px – For most laptop screen sizes
• 992px – For most Notebook and iPad devices
• 768px – For most other tablet devices
• 375px – For most smartphones.

If you want your website to be designed as mobile-first, it’s important to raise it at the beginning of the project so your agency can create your wireframes in that context. However, you should only ever make that decision based on real data regarding your target audience’s preferences. 

In this case, your agency should work with you to conduct some additional research and determine the best screen size for your particular audience. This will ensure the UX designers work with the right starting point for your high-fidelity wireframes.

A Thorough Hand-Over from Design to Development 

This phase of a website project involves a process that takes a lot of careful work and close collaboration between the different teams within an agency. 

Here at SoBold, we make a point to ensure the design team talks the development team through all the work they’ve done on your mood boards, UX design, and UI design in detail. This includes explaining the decision making process behind everything they’ve designed.

While a lot of agencies will just hand the designs to the developers and ask them to start building, we believe this is something that should be treated as more of a team effort. Doing so as a core part of our process has proven to add tremendous value to the work our clients have received in recent years. 

It’s beneficial to the overall project for the developers to fully understand why the decisions have been made about the designs. It’s also important that they’re given a detailed run through of what they’re building within the context of the whole site.

For example, there may be a fairly complex block which is built early on in the development process. If the developers are made aware that slight variations of this same block will be used several times throughout the site, they can save valuable time and work more efficiently by repurposing the first block when it’s first built. 

This hand-over is crucial in ensuring the development process runs smoothly, providing you with a high-performance website that meets your expectations, delivered on time and within budget.

A Well Designed Website Ready to Be Built 

After the hand-over is complete, your agency will be able to export all your design assets and the developers will begin building your website. 

While web design may seem straightforward when explained like this, in reality it’s a complex process that requires a great deal of specialist skills and expertise. That’s why it’s so important to have the support of an agency partner you can trust and rely on to guide you. 

Working with a talented agency will ensure you’re able to create a unique design that will resonate with your target audience and help you achieve your strategic business goals through your new website. 

Keep an eye out for our upcoming blog series where we’ll walk you step-by-step through the web development process, making it far more approachable and easy to manage for you.

If you’d like to discover how generative AI technology is transforming the web design and development space, read our recent article here. 

As part of our web design series, we recently explained the process we follow when designing the UX of a website. If you’ve not read that already, it will be useful to go and have a look first before reading this article.

A study by Forrester Research has found that a well-designed UI has the potential to increase your website’s conversion rates by up to a 200% while UX design could raise conversion rates by a staggering 400%. 

Whether you’re working with a web design and development agency or an independent designer, this process is equally important. Nailing the UI design process is a crucial step towards producing a website that will maximise engagement with your target audience and help you achieve your business goals. 

So, let’s take a detailed look at how to run a successful UI design process.

User Interface (UI) Design at a Glance

The UI design process is the creation of the visual design elements of your website. Think about UI as the way in which you convey your brand’s visual identity and bring your UX to life. The UI is there to facilitate the UX.

How Does the UI Design Process Work? 

As mentioned in our related article, UI design is typically the fourth phase of the end-to-end process of web design.

Earlier in the process, we recommend conducting a visual exploration exercise, using mood boards to gain a clear understanding of how your brand will be conveyed and how your website will look and feel.

That visual exploration phase of the project is a pre-cursor to your UI design, as it creates the visual identity of the website, including use of colour, font, blank space, buttons, and more. Some agencies do this as part of the UI phase, but here at SoBold we like to keep it as its own stand-alone phase. You can learn all about the visual exploration phase and how it works here. 

After you’ve been through the UX design process, you’ll have approved a set of wireframes, which give you a blueprint of your website’s structure and flow before anything is built properly.

Once you’ve approved those wireframes, then the visual design created with the mood boards will be applied to bring them to life. This is essentially how you create your UI.

Your agency will typically begin with the design of your website’s homepage. Like each phase previously, you can expect this UI design process to be collaborative. Be prepared to have all the stakeholders available to provide feedback to your agency, and work with them to perfect the design when it’s combined with the wireframes.

Once the homepage is approved, your design will then be applied across all the pages of your site. Again, this is an iterative, collaborative process based on feedback and revisions.

Responsive Design Testing 

On completion of the desktop designs, your agency partner will work on designing the site across multiple break-points. To ensure your site is responsive across all the most popular devices, the following break-points should be tested as a minimum:

• 1,920px – This covers most external computer monitor sizes
• 1,366px – This covers most laptop screen sizes
• 992px – This covers most Notebook and iPad devices
• 768px – This covers most other tablet devices
• 375px – This covers most smartphones.

You’ll then reach the exciting part, where your website is fully designed for you to view, test, and play around with. Once you’re happy with the design across the different break-points, your agency partner will be ready to prepare the design for a development handover. 

What Does Effective UI Design Involve? 

Good UI design is something that should feel seamless and almost invisible to your visitors when they land on your website. The aesthetics and visual style should be simple and engaging, while not distracting from the UX. 

These days, you only have a matter of seconds to make a positive impression that can retain your visitors’ attention, so it’s crucial you don’t over-complicate things. But what differentiates good UI from bad UI in practical terms? 

Like with UX design, there are some best practices you can follow to ensure your website has an effective, attractive UI. 

Follow these guidelines to create a UI that delivers the desired experience for your visitors and supports your website’s strategic objectives: 

• Keep your design simple and your content succinct
• Prioritise the preferences and best interests of your target audience
• Make your design elements as clear as possible 
• Maintain consistency
• Ensure your brand, and your company’s identity, have been accurately represented through the design
• Use power of visual imagery to capture and retain your visitors’ attention 
• Make your call-to-action as strong and compelling as possible
• Don’t create anything that interferes with the goals of your UX.

Check out our related article for seven helpful tips to ensure your website is designed with great usability here for additional guidance. 

The Importance of Accessibility 

Accessibility is the practice of making technology as easy to use as possible, and fully accessible to everyone. While web accessibility is largely intended to help people with disabilities gain better usage of technology, it’s also much broader than that. 

There are people who have difficulty using certain types of, or aspects of, technology who don’t have a disability. For instance, someone with deteriorating eyesight may find it difficult to read small text on a smartphone screen.

It’s also important to ensure your website is as easy to use as possible for the average person as well, because you should always strive to deliver the best possible UX for all your visitors. Accessibility is a key driver of this.

The Web Content Accessibility Guidelines (WCAG), which are used to define what constitutes good accessibility, lists four key principles of web accessibility that should be followed by all websites. 

This means your website must be:

1. Perceivable
2. Operable
3. Understandable
4. Robust.

Web accessibility is an important topic, so we’ll talk more about that in a separate article. For now, it’s worth noting that any web design and development agency you work with should consider accessibility a top priority when designing the UI of your website. If they don’t, you should challenge them and ask why not.

Here at SoBold, this is built-in to all our design processes. We believe that all technology should be inclusive and equally available to everyone, regardless of their physical ability, location, personal background, or any other factors. 

Some design best practices that we’d recommend you always follow to ensure your website is fully accessible, from a UI design perspective, include: 

• Use contrast and blank space to make your content easy to perceive
• Use bold colours 
• Use font sizes no smaller than 14px for desktop and 13px for mobile across the whole site (although, this does depend on the font you use)
• Use headings and structure correctly to organise content clearly on each page
• Make all your content easy to both see and hear
• Write all your copy in plain, simple language
• Avoid any flashing or blinking imagery or video content 
• Write simple, clear, and helpful error messages.

Preparing Your Website for Development 

As you can see, UI design is mainly a case of applying the visual design that was created with the mood boards to your UX wireframes with the agreed flow. Good UI is no more than a clean, simple design that accurately represents your brand identity. While it sounds straightforward, it’s important to remember this is just one phase in the holistic, end-to-end process of web design. 

To conclude the design process after the UI is complete, your agency will prepare your site’s designs for development. To learn how this process works, understand what to expect, and ensure your own web development process runs smoothly, read our next article in the series here.