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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If you’re responsible for marketing, you’ll be well aware of the importance of a great content management system (CMS) for digital products like your website, mobile apps, staff portals, and so on. You may even need to create bespoke digital processes or systems unique to your business, such as internal training platforms or communications channels.

WordPress is the most popular CMS available today, powering almost 45% of the world’s websites. That popularity is on the rise, too, as more and more businesses realise the vast potential of the platform and the benefits it can deliver.

However, there’s still a misconception that WordPress isn’t suitable for large businesses. That’s no more than a myth, though. In fact, some of the biggest companies in the world use WordPress for their CMS.

But what are the specific reasons why that popularity has spread into the enterprise market over the past decade or so? To answer that question, let’s take a detailed look at the benefits and advantages WordPress offers large businesses:

1 – Scalability and Agility

WordPress is famous for its high level of scalability. However large your company, or the size and complexity of your site – as well as the amount of traffic passing through it – WordPress won’t have any problem managing that load.

Scalability is one of its most prominent advantages for large businesses, because it’s also agile enough to easily evolve and grow alongside your changing requirements.

The platform is more robust than most realise as well, with enterprise-grade performance and speed. This great performance also means user adoption and retention will always be high, helping you drive strong return on investment (ROI) on all the digital products you build.

2 – Flexibility and Customisation

WordPress is equally renowned for its flexibility and customisation, which are particularly useful for complex or bespoke development projects. You can use its flexibility to build bespoke features and functionality into your website or create an entirely unique system from scratch.

In large organisations where company-specific processes and workflows are common within your sites, this makes WordPress a highly beneficial option.

3 – Fast Time-to-Market

Thanks to its simplicity and intuitive usability, WordPress is a very efficient platform to build with. That gives you the advantage of delivering development projects with a very fast time-to-market. This is a significant benefit of any CMS, as it helps you save time, reduce costs, and provides more opportunity to test, iterate, and innovate.

4 – Integration

WordPress is very easy to integrate with other systems. Because most large enterprises have a lot of legacy technology to consider when implementing new systems, this is a huge benefit WordPress has over more cumbersome CMSs.

WordPress also integrates very well with back-end systems that are vital to your daily operations, such as HubSpot, Salesforce, PowerBi, and so on. This minimises disruption to your business while integrating WordPress into your existing tech stack.

5 – Low TCO and Strong ROI 

WordPress comes with a very low total cost of ownership (TCO) when compared to other options. Unlike most CMSs, you won’t need to invest heavily in adding new features or capabilities, and you won’t need to worry about expensive extra work to manage upgrades or updates from the platform.

Because WordPress is so agile and rich with dynamic capabilities and features, it’s also proven to deliver strong ROI in both the short and long-term.

From a long-term value perspective, your initial projects won’t just stop at initial implementation, either. As your project or requirements evolve and your business grows, WordPress can seamlessly adapt and grow with you.  

Other Points to Consider

It’s important to remember that every business, and every project, is different. While the benefits listed here do make WordPress an excellent CMS, you should still carefully evaluate how well it aligns with your specific objectives, requirements, budget, and other needs.

It’s also important to understand that most businesses will need the support of an agency with platform-specific skills and expertise to help you leverage a CMS to its full potential. As is the case with all platforms, it will be vastly easier to achieve your objectives and gain greater ROI, if you have the support of an experienced specialist partner to guide you.

If you’d like to learn more about WordPress, or need help deciding whether it’s a suitable option for your own requirements, we have a comprehensive guide to evaluating and selecting the enterprise options for a CMS here.

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When a visitor lands on your website, the visual design is likely to be the first thing they’ll notice. It’s also usually the thing they’ll remember most. 

75% of consumers reportedly judge a business’s credibility based on its website design. This first impression can make or break a prospective client’s interest in working with you. 

The ultimate goal of your website is to attract and retain as many prospects as possible, and then convert them into clients. But most websites are designed in a way that leaves those goals unfulfilled, failing to reach their full potential. 

With that in mind, your visual identity should be treated as a top priority within the overall design of your website. Believe it or not, this can have a significant influence on the growth and success of your business.

When working on a web design project, you should always go through a careful visual exploration phase to find the right visual identity for your website. 

Whether you’re going through a full company rebrand or just refreshing the style of your website, it’s important to ensure your design is tailored to your specific target audience. This is how you begin to drive business growth through your website. 

Without a visual exploration process, your website may not convey your company’s brand identity and values as clearly as you’d like it to. 

In this article, we’ll outline the steps taken so you’ll know what to expect when working on a website design project. 

What Does the Process Involve?

The purpose of this process is to define the best visual direction to take with your site. 

This is a crucial aspect of your overall design, with aesthetic elements being brought together to create a look and feel that engages your site’s visitors and retains their attention. To achieve that, your visual design needs to establish a connection between your audience and your brand immediately. It should also demonstrate why your visitors should work with you. 

Exploring your visual identity will cover a wide range of elements, including: 

• Your brand 
• Your company values
• Your colour scheme 
• Your typography
• Imagery and other visual content
• Structuring of pages
• And other visual components that are used to tell your brand’s story across your website’s design. 

What are Mood Boards and How Can You Use them? 

The main tool used to help determine the right visual identity is a set of mood boards. 

These are a visual compilation of all the various elements that make up your website’s visual design. Each mood board is essentially just a single-page collage of design styles based on previous discussions and the findings from the research and planning phase of the process.

The aim of these is to capture your brand’s visual style and tone. This will give the stakeholders, and your designers, a shared understanding of the design you’re working towards. 

Mood-boarding helps you visualise the work on your website’s design before it begins and agree on a design aesthetic that accurately reflects your brand identity and values. 

Think of this like a problem-solving exercise. Your design agency will take a research and data-driven approach to conveying your brand identity, while also catering to your target audience and accommodating the latest industry trends.

Collaboration and Iteration

Like most processes within web design and development, this visual exploration process should be collaborative and iterative. 

You’ll typically be presented with a mood board and a set of ideas by your agency partner, then given the chance to provide feedback across several rounds of revisions. 

Rounds and revisions are always important in any creative process. It’s usually necessary for your agency to develop and present a minimum of three mood boards before the optimum aesthetic is agreed upon. This is a crucial step towards the ultimate goal of creating a new website that accurately reflects your brand and has a positive impact on your target audience. 

Connecting with Your Clients Through Design

Your website’s visual identity is what makes your brand resonate with your target audience. Your design needs to clearly convey the values of your business, the quality of your products and services, and the reason why your visitors would benefit from working with you. 

Working through this visual exploration phase is an important step towards designing a website that will attract more visitors and increase your conversions. 

Once this visual exploration is complete, the next phase of your web design process will be to craft your website’s user experience (UX).

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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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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. 

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