Large businesses and enterprises in need of a content management system (CMS) today are spoilt for choice, because there are plenty of excellent platforms available. From WordPress to Sitecore to Drupal, the technology currently on offer is highly intelligent and intuitive. 

But so much choice can make the task of finding the right CMS for your own specific business complicated and time-consuming.  

Selecting a CMS is an important decision that requires a lot of research, followed by careful evaluation of all the various options. Of course, those processes can be very time-consuming. When you’re already extremely busy juggling dozens of other priorities, it’s challenging to give this the attention and effort it deserves. 

To solve that challenge, we’ve done the bulk of the hard work for you. In a new series of articles, we’ll provide you with direct, objective comparisons between some of the leading options for CMSs, helping you relieve the headache of researching and evaluating them yourself. 

In the first article of this series, we’ll be looking at the comparison between Sitecore and WordPress.

How Does the Security Compare for Both Platforms?

As we face ever-increasing concerns with cyber security, data protection, and various other digital challenges, finding a platform with robust security should be a top priority. 

Sitecore Security

Sitecore has a reputation of being the leading CMS for large businesses, guaranteeing an enterprise-grade experience that includes a high level of security.

Sitecore’s security is also strengthened by the vast range of in-built features within the platform, which we’ll discuss in more detail later. There’s no need to purchase more third-party software or plug-ins to enhance its functionality, which means you won’t be creating any additional vulnerabilities or risks. The platform also receives frequent security updates which bolster your protection even further.

If security is a concern for your business, Sitecore should be high on your list of potential candidates for a CMS. 

WordPress Security

For a long time, many people believed the misconception that WordPress isn’t secure enough for large businesses. However, industry leaders such as global investment firm Blackstone, the NHS in England, global research and advisory leader Forrester, and multinational bank Standard Chartered now use WordPress for their CMS. This goes a long way to proving that wrong. 

In fact, WordPress is already a secure, stable platform out-of-the-box. So, where did this myth come from? 

Well, vulnerabilities can arise in certain scenarios. Firstly, strong security with any technology is dependent on a well-managed hosting environment. If you have WordPress hosted in a secure environment from an experienced provider, with proactive security measures in place, your risk will be extremely low.

Secondly, plugins are something to be cautious of when it comes to security, both in terms of where they come from and keeping them properly maintained. Security threats will be minimised if you only use plugins from trusted sources. You should also ensure you always keep them tested and updated, ideally working alongside security-specific plugins like WordFence.

We appreciate this may sound like a lot of work. That’s why all the examples of the businesses succeeding with WordPress have the support of an agency partner who ensures all these things are taken care of during the development stage. It’s worth noting, though, that this will also be the case when adopting any CMS in a business setting.

Which Platform is More Scalable? 

One of the most important aspects of a CMS is its scalability. A CMS is a long-term investment, and this is one of the most influential factors in determining whether that investment will be successful or not.

You’ll need to ensure your site can evolve as your business grows and your needs change over time. This will require an infrastructure that can quickly and easily scale with more pages, additional functionality, and perhaps even more sites, without the burden of hefty costs for more development work.

How Scalable is Sitecore? 

Sitecore is designed specifically for large businesses, so its scalability is up there with the very best. Sitecore is a robust platform that allows your digital presence to grow seamlessly as your business grows, even if you need to build multiple sites to serve different groups of users in different languages. 

How Scalable is WordPress? 

WordPress is another highly scalable platform. Despite some still mistakenly believing that WordPress is suited to smaller businesses, you can use the CMS to build sophisticated, industry-leading sites. Like Sitecore, WordPress is agile and scalable enough to grow alongside your business and adapt to your changing requirements. 

How Capable are these Content Management Systems?

The main purpose of a CMS is to provide a software-based infrastructure upon which you can build and manage websites and applications. While most CMSs are similar on the surface, with the same fundamental functionality, they each have unique features and capabilities that differentiate them

For example, one critical indication of quality for a CMS is how easy it is to use. Once you’ve adopted a platform, you and your colleagues will need to feel immediately comfortable using it on a daily basis. If a CMS can’t provide good usability, it’s probably one you should avoid.

Sitecore as a Content Management System

Sitecore is actually considered a fully managed ‘digital experience platform’ that comes with more capabilities than the average CMS. 

Most of its best features are readily available as soon as you begin using Sitecore. That allows you to get a high quality site live very quickly without additional work within the platform.

However, Sitecore typically provides quite hierarchical, complex workflows that might be frustrating for small or agile teams. This can also create longer development cycles than usual, giving you a slower time-to-market than more intuitive systems like WordPress.

WordPress as a Content Management System

WordPress is easily the most popular CMS in the world right now, with around 45% of all websites built on the platform. One of the main reasons for that is its ease-of-use, with simple and efficient content management

This usability allows you to get up-to-speed quickly and share responsibilities across several members of your team, even if they have no previous content management experience.

WordPress also makes it convenient to edit content on a page-by-page basis, saving you valuable time, with its block-based design an ideal method for customisation and site management.

How Much Personalisation do they Provide?

The ability to customise and tailor your site’s content to your target audiences is more important today than ever before, with so much of modern business now taking place online. Therefore, this is another important point to consider when choosing between your various CMS options. 

Personalisation in Sitecore 

When compared with other platforms, Sitecore’s personalisation is excellent. Sitecore will provide you with a great deal of control over the structure and design of your pages, allowing you to tailor your user experience and drive greater performance for your site. 

This is particularly useful for larger businesses with high volumes of potential site visitors, delivering competitive differentiation and driving increased conversion rates.

Personalisation in WordPress 

WordPress is also highly customisable. You can use its flexibility to get creative with your design, and build bespoke features and functionality to better engage with your audience.

There’s not much to separate Sitecore and WordPress in this area. The gap in personalisation becomes even smaller if you find an experienced agency with WordPress-specific expertise to help develop your site and improve your customer experience.

Integrating with Other Systems 

Before your business invests in any digital platform, it’s important to ensure that technology can integrate easily with your existing software. Whether it’s your customer relationship management (CRM) or any other marketing systems, any digital tools you currently have should ideally be compatible with your new CMS.

How Sitecore Integrates with Other Systems

Sitecore integrates well with other systems. It allows you to achieve out-of-the-box integration with most of the leading CRM software, and plenty of other digital tools and platforms.

How WordPress Integrates with Other Systems

WordPress tends to be the easiest platform to integrate with your existing systems, because most brands and other SaaS products have already made themselves compatible.

This means you can deploy WordPress with minimal disruption, regardless of whether you’re building a new site from scratch or migrating your current site from a different CMS.

Total Cost of Ownership (TCO) 

Of course, you’ll also want to ensure you’re getting a solution that will deliver good value for money. With a CMS, the total cost of ownership (TCO) can vary greatly from one platform to another, due to factors like licensing fees and update-driven maintenance. 

Sitecore Initial Investment and Ongoing Costs 

Sitecore is an expensive option, even if you have a large budget to work with. You’ll be required to purchase licences for the platform with an ongoing renewal fee each year. These licenses come in tiers, so if you want to access the full range of benefits from Sitecore you’ll have to opt for the most expensive offering.

On top of that, you’ll also need to account for development costs with an agency, hosting costs, maintenance and support fees, and various other expenses that give Sitecore a very hefty total cost of ownership (TCO).

Furthermore, Sitecore requires ongoing management and maintenance to handle regular large-scale updates to the platform. When updates occur, new versions of the software come with a big price tag and may cause you to pay for additional development work to get your site up-to-speed. 

However, this could be a worthwhile investment if Sitecore’s features and capabilities are necessary for your specific requirements. If you’re looking for a quality, trustworthy enterprise-grade platform, Sitecore can justify the cost. 

WordPress TCO and Value

Conversely, WordPress is a much more cost-effective solution with a drastically lower TCO. Licenses for WordPress come at no cost and the software is entirely open-source. That means your implementation costs would be limited to just hosting, agency fees, and post-deployment support. 

If you decide to use any plugins or extensions of the platform, these will be licensed and paid for separately. However, businesses rarely need to bolt on many new tools or capabilities because WordPress is such a feature-rich platform already.

When WordPress is updated, unlike Sitecore, managing and testing your site can be done in just a few hours at a much lower cost.

A Word on Agency Partners 

One thing both Sitecore and WordPress have in common is the small selection of platform-specific agencies who can build high performance sites for large businesses using this technology.  

A CMS becomes far easier to use, and easier to drive strong return on investment (ROI), if you have a specialist partner supporting you. 

Finding an agency with the necessary experience and expertise to help you leverage these platforms to their full potential should be another important influence on your choice. From integration, to development, to maintenance, all the benefits and advantages of the platforms will require an agency to help you fully unlock them. 

How to Make Your Decision 

So, with all that information, how can you decide between the two? 

Both of these platforms are excellent options that would serve most businesses extremely well. After all, there’s plenty of good reasons why some of the biggest companies in the world use Sitecore and WordPress. 

Ultimately, when looking for a CMS that’s the right fit for your specific business, you should make a detailed assessment of your strategic objectives, unique requirements, budget, users, and other important factors. Use that to determine which solution is most capable of meeting those needs.

If you still need more help working through this process, read our comprehensive guide to understanding and evaluating the enterprise options for large businesses here.

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SoBold are delighted to become only the 3rd Platinum Certified Cookiebot Partner in the United Kingdom. 

Cookiebot consent management platform (CMP) is a leading compliance solution that detects and controls all cookies and trackers in use on a website, and automatically manages end-user consents.

SoBold have been working closely with Cookiebot since the new General Data Protection Regulation (GDPR) came into place on 24 May 2018 providing their clients with transparency and control over the cookies used on their websites. Since partnering with Cookiebot as a reseller, SoBold have worked with clients including Transport for London and the London Transport Museum to develop bespoke implementations of the Cookiebot CMP. More information on SoBold’s work with Transport for London can be found here.

In October 2022, Cookiebot launched a tiered partner and certification program. As a leading Cookiebot reseller SoBold has been named as a Platinum Certified partner, highlighting its expertise with the Cookiebot platform and data privacy compliance in general.

By becoming a Platinum Certified Cookiebot Partner, SoBold will be able to continue to offer more support to leading businesses needing bespoke Cookiebot solutions. 

Cookiebot Sales & Channel Manager, Grant MacInnes said:

Congratulations to Sam Phillips & SoBold on joining our very elite group of platinum certified resellers. Looking forward to continuing to work closely with you and the team over the coming months and years.

SoBold Technical Director, Sam Phillips said:

By becoming just the 3rd Platinum Certified Cookiebot partner in the UK we have continued to cement our position as a leading Cookiebot reseller. Having been one of the first resellers of Cookiebot in 2018, our partnership with Cookiebot continues to go from strength to strength and we are looking forward to developing more bespoke implementations for Cookiebot’s enterprise user base as a fully certified partner.

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Usability is crucial to the success of any website, but it’s something that most businesses are still struggling to get right. This article explores what’s required to design a website with good usability, highlights common mistakes you should aim to avoid, and provides advice to help you improve the usability of your own site.

Digital Business Success Depends on Good Usability 

Almost every business today has a website. At this stage, it’s safe to assume your business falls into that category. In addition, you may have gone beyond an ordinary website and carried out a bespoke development project to create something entirely unique for your business. 

In today’s digital business landscape, having a great website is a necessity. And while developing a business website is no easy task in itself, it’s a challenge you’ve almost certainly already worked through. However, a challenge that you may still struggle with – like many other businesses we’ve spoken to recently – is mastering the usability of your site. 

Providing a user experience (UX) in line with the standards of today, that meets the demands and expectations of your target audience, is a complex problem that may be holding your business back from achieving certain goals.

Of course, a complex problem is best solved by breaking it down into simple steps. So, let’s start by looking at the issue of usability, and why it’s so important to businesses today. 

What is Usability? 

According to ISO-9241, usability is defined as “the extent to which a system, product, or service can be used by specified users to achieve specified goals with effectiveness, efficiency, and satisfaction in a specified context of use.”

In this case, the product in question will usually be a website. And, while user-centric design is an approach to creating a website that’s easy-to-use, usability is the measurement of how well that design has worked. 

Essentially, usability is about making the experience of using your website as convenient, simple, and reliable as possible for all your visitors. This is equally important for all kinds of users, whether they’re prospects you’re hoping to convert to customers, or employees accessing an internal process or system.

In a real-life example, if your business had built an internal site for your employees to access corporate resources and training material, usability would be determined by how easy – or difficult – it is to perform basic tasks. This includes actions like logging in, navigating the site across various pages, consuming the site’s content, inputting information into the system, and resolving errors quickly and efficiently. 

We each have experiences with usability hundreds of times every day, as we access websites and apps like LinkedIn, Amazon, Gmail, and so on. But there lies the key

Good usability on a website is something you don’t even notice. Bad usability on a website is something you notice, and will remember the next time you have the option of returning to that site or looking for a better experience elsewhere.

Usability can often be the difference between users adopting or rejecting technology. It could be the difference between your website’s visitors bouncing off the home page or converting to become customers.

Common Mistakes with User Experience (UX) 

One of the most common, and damaging, mistakes businesses make is assuming they know how their users will think, behave, and interact with their website. 

It’s always a risk to assume your users will respond well to decisions you make because you feel they’ll make things easier for you, from the development or management side of things. You should also try to avoid assuming users will understand certain things just because you do. 

Often, the opposite is the case. 

For example, certain structure and functionality of website menus may be something you assume your users are comfortable with, but are actually difficult for some people to use. You may assume that your users are happy using a website that has pages that infinitely scroll, when in reality that causes a negative experience for them. 

A common mistake we see lots of businesses make is deciding what kind of design and functionality they want, without considering who the target audience is and what they need from their experience. 

Remember your users are the ones who will determine the success or failure of your investment in this site, so their perspective is the one that should be taken when making important decisions during the design and development.  

By making those assumptions, not only will you provide your users with a more inconvenient or frustrating experience, but you may also drive them to find alternative means of completing their task at hand. If that task is purchasing a product or service, poor usability could begin to have a negative impact on your business.

What Do Users Want in 2023? 

People expect a seamless experience when using technology, meaning they want websites to be simple, quick, and convenient. 

This involves a lot of components, not just in your design and navigation, but also by finding the right balance with things like passwords, pop-up messages, audio and visual content, push notifications, and more.

Typically, a positive user experience will come from: 

• Simple, intuitive navigation 
• Clear, logical page and content structure 
• Large text that’s easy to read
• Clear input boxes 
• Helpful error messages
• Simple password requirements
• Large buttons and clickable icons 
• Easy undo, edit, and cancel capabilities
• Reliable refresh and back buttons
• Refresh functions that retain any input information
• Tapping or clicking buttons, rather than hovering over 
• The ability to pause and scroll through auto-rotating carousels
• Videos with the option of closed-captioning 
• Auto-fill for information input in forms. 

Users become frustrated when things are presented to them outside of their control or choosing. For example, some of the most maligned features of websites include push notifications, chat window pop-ups, pop-ups requesting feedback, prompts to install apps, requests for access to their camera or microphone, security questions, and so on.

It’s also likely to create a negative experience by presenting things in a way that doesn’t align with the logic of most of your target audience. For instance, if a website has an unclear structure and navigation, many users will be more likely to leave the site rather than persist in trying to use it.

A Word on Accessibility

Usability is sometimes confused with accessibility. While they are related, they are actually different concepts. Accessibility refers to the practice of making technology accessible and easy-to-use for everyone, equally, with a significant focus on those with disabilities and other difficulties. 

Web accessibility is covered under the Equality Act of 2010 in the UK. Many organisations now have a legal – as well as a moral – obligation to ensure their websites are accessible, by following a set of principles and standards known as the Web Content Accessibility Guidelines (WCAG). If you’re working with an agency, they should already have accessibility best practices included in their approach to design. Be sure to check this anytime you’re evaluating agency partners for a project. 

While accessibility and usability are different, all websites should be designed and developed to be accessible to everyone. This will include some of the same conventions mentioned above, as well as ensuring you cater for people with impaired vision and hearing, cognitive difficulties, those that need to use assistive technology, and so on.

Keep an eye out for our upcoming article taking a deep dive into web accessibility. 

Tips and Advice for Improved Usability 

1 – Keep it Simple 

When it comes to UX, the simpler the better. If something is complicated in its design or functionality, it will likely be complicated to use as well. Always try to keep things as simple as possible to give your site the best chance to achieve great usability. 

2 – Get the Fundamentals Right 

Similar to the issue of making assumptions about your target audience, it’s important to understand that certain aspects of usability are more objective than they are subjective. 

Yes, some people may prefer to hover over a drop-down menu rather than click it, but there are some fundamental principles every website needs in order to provide a satisfying UX. Get these right, and your site’s usability will be in good shape:  

• Optimise your site to ensure its pages load quickly
• Make all your site’s content is easy to perceive and consume
• Be consistent 
• Give your site a simple, logical structure and navigation
• Use responsive design to maintain usability across different devices and screen sizes 
• Use proper headings and sub-headings to organise your pages well
• Make sure clickable buttons and links stand out
• Use distinctive colours and contrast on your pages alongside white space
• Avoid making any of the text, buttons, or other touch-points too small 
• Provide clear, useful error messages.

3 – Learn from Experience 

Draw on your own experience in your personal use of the web to put yourself in the shoes of your users. If you encounter a feature or process that gives you a bad UX online, make sure you don’t have similar features or processes within your own site.

4 – Test With Real Users

Test your site with real end-users who are part of your target audience. The best way to give your website great usability is by asking people to test it out, gather their feedback, and put those learnings into practice. This is known as usability testing, and is a phase of the design and development process that should be planned into your timeline at the beginning of any project. 

5 – Know When to Ask for Help

To ensure your site is built with usability as a priority, you’ll require the support of a good agency partner. Work with a web development agency who can provide guidance from their experience delivering dozens, if not hundreds, of similar projects successfully in the past. A good agency should also help you with crucial processes like usability testing and user acceptance testing (UAT). 

6 – Use the Right CMS 

Your selection of content management system (CMS) or platform is another decision that can have a significant influence on the UX your visitors will be given. 

Some CMSs have a reputation for being clunky, difficult to use, and slow. Others, such as WordPress, are specifically designed to make websites as easy-to-use as possible for visitors. For example, WordPress is built with plenty of functionality that promotes accessibility for those with difficulties using technology.  

For more insight into this issue, we recently produced a series of articles comparing the pros and cons of the leading CMSs available today. You can read that here: 

• WordPress vs Sitecore 
• WordPress vs Drupal 
• WordPress vs Umbraco. 

The Benefits and Opportunities of Better Usability 

Working hard on your usability to create a great UX is something all businesses should be prioritising in 2023 and beyond. 

As technology continues to become more convenient and pervasive, people’s tolerance for slow, unintuitive websites and frustrating functionality is rapidly shrinking. 

If you do create a site that provides your users with what they’re looking for and meets their expectations, your business will begin to benefit from a number of outcomes: 

• More efficient and effective digital processes and services (both internally and externally)
• Greater adoption and usage rates
• Quicker, stronger ROI 
• Improved user or customer retention and loyalty 
• Commercial business growth. 

2023 Trends and Future Predictions 

While users’ preferences for speed and convenience haven’t really changed much over the years, their frustrations with poor UX and their demand for greater usability have increased. 

With technology now present in so much of our daily lives, people’s pateince for bad experiences is getting smaller and smaller. When it comes to web design, the best way to manage this is to stick to what’s proven to work and give your users what they want. 

The most important usability trend in 2023 may be to focus entirely on those fundamentals we mentioned earlier. Keeping things clear and simple is likely to be the most effective approach to UX design for the majority of businesses right now. 

Always Ensure Your End-User is Your Priority 

You’d be surprised how many websites fail because they don’t provide their users with a straightforward experience that aligns with their expectations. When you’re investing a significant amount of time, effort, and money into building a site for your business, you can’t afford to overlook the importance of usability. 

Whether your target users are prospective customers, existing customers, or your internal workforce, tailoring the UX to that specific audience is absolutely crucial. If you do, not only will your users have a better experience, but your business will also benefit from advantages that will begin to drive increases in business growth.

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

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

What is infinite scrolling?

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

What is pagination?

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

The pros and cons of:

Infinite scrolling 

Pros:

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

• There is a better chance of user engagement

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

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

Cons:

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

Pagination

Pros:

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

Cons:

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

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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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