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.
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- Auto-updates – When your platform’s software is automatically updated, changes in the code can cause new security weaknesses to arise.
- Plugins – Using WordPress plugins from untrustworthy sources, or neglecting to update and maintain your plugins properly, can also cause security issues.
- Review the results and analysis of any previous tests (if there are any)
- Define the scope of the testing, including which tests will be performed
- Gather all necessary data and information on the system to conduct the testing
- Determine the criteria of success or failure for the tests.
- Use automated tools to scan for vulnerabilities and identify weaknesses
- Attempt to exploit the identified weaknesses
- Repeat the tests with different types of user roles and permissions
- Measure the outcomes against criteria for success or failure
- Create a report on the outcomes and results of the tests.
- Review the reports and analyse the results
- Remediate and resolve the vulnerabilities that were able to be exploited
- Re-test the vulnerabilities to ensure remediation was successful.
- Demographics
- Goals
- Challenges
- Motivations
- Preferences
- Frustrations.
- 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.
- 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
- 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
- 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
- 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.
Development
14 July, 2023
A Guide to Penetration Testing: Strengthen Your Website Security and Minimise Risk
Penetration testing, often abbreviated as pen testing, is an essential process to ensure you maintain a safe and secure website. But what exactly does pen testing involve, and how can you rest assured your agency partner is covering all potential vulnerabilities for you?
This article will provide a detailed guide to penetration testing, helping you minimise your security risks and ensure your website is fully protected.
In a recent series of articles published in our resource library, we provided an in-depth explanation of the end-to-end process of building a high-performance, enterprise-grade website. (If you’d like to read that series first before learning about pen testing, you can start here).
After you’ve worked with your agency partner to successfully build your website, you’ll also need to ensure your site is protected from cyber security threats. With that in mind, you should understand the important role that pen testing plays in effective website security and maintenance.
What is Penetration Testing?
Penetration testing is a form of website testing that’s used to identify security vulnerabilities When conducting pen testing on your site, your agency will simulate a range of cyber attacks that could be used by cyber criminals or malicious software (malware).
The purpose of this is to identify security weaknesses within your site and take action to prevent them from being exploited in the real world. This approach goes beyond basic tests, as it doesn’t just list the vulnerabilities, it examines how they could be exploited and helps to prevent that from happening.
Why is it Crucial for an Agency to Conduct Penetration Testing?
Website security is critical in today’s digital business landscape. Cyber security threats have become highly intelligent and sophisticated, now capable of penetrating even the strongest security networks.
For instance, global technology giant Acer was the victim of a cyber security attack that demanded a ransom of $50 million USD in recent years.
The outcomes of a cyber attack on your website could be catastrophic, either through sensitive data being stolen, lengthy losses of business continuity, or even reputational damage.
Remember, your site’s security isn’t just vital to you as a business, it’s also something your clients need assurance with when they agree to work with you. You should be taking as many proactive steps as possible to ensure your security measures are rigorous enough to match high levels of risk.
Covering All Bases for Robust Security (in WordPress)
It’s useful to be conscious of the common security weaknesses and pitfalls cyber criminals typically aim to take advantage of.
Security vulnerabilities can be created when your website is running on outdated versions of your platform, or if something hasn’t been configured or integrated properly. Other common pitfalls include weak authentication measures and insufficient protection from the perspective of your users.
With platforms like WordPress, there are some areas in which less experienced agencies could allow security vulnerabilities to creep in as well. For instance:
This is one of many reasons why it’s important to work with an experienced agency partner who has proven platform-specific knowledge and expertise. Your agency should know your CMS of choice inside out, and should therefore be well aware of all the most common security pitfalls and targets for cyber attacks.
What Does Effective Penetration Testing Involve?
To conduct pen testing, your agency’s security experts will run through a process that attempts to penetrate your site’s security measures.
This is usually done in stages, as follows:
1 – Planning and Preparation
2 – Running the Tests
3 – Post-Testing
The Benefits of Thorough Penetration Testing
Working with an agency partner who can support you with ongoing pen testing is a necessary step towards gaining enterprise-grade security for your website.
Technology changes so quickly today. Your platform receives updates regularly, your site is always growing, and cyber criminals are constantly finding new ways to breach your defences and gain access to your data. Penetration testing allows you to keep the pace with new emerging vulnerabilities.
Conducting regular pen testing can also help improve client relationships and create competitive advantages as well. In certain industries, a demonstrable commitment to security will be greatly appreciated by your target audience. This can help to differentiate you from the competition and provide the trust required to attract more prospective clients to work with you.
Website Security is a Never-Ending Battle
While every business with a website faces tremendous security risks today, this is a proven process that can help to minimise that risk and give you the confidence you need in your site’s security.
Any agency partner you work with should have the knowledge and expertise to understand the importance of pen testing, and should insist on making this an integral, ongoing part of your site’s maintenance.
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UI Design
18 April, 2023
Understanding the Important Role of Research and Planning When Designing a New Website
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:
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:
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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UX Design
10 May, 2022
Infinite Scroll vs Pagination. Which is better for you?
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:
Cons:
Pagination
Pros:
Cons:
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UX Design
11 July, 2022
Speak our language: UX/UI Glossary
For designers, it’s almost an impossible task to effectively deliver a project without understanding the joint language of design. This terminology and jargon can often get thrown around in meetings, although it’s good practice to read the room and speak a mutual language it’s good to get a little insight. Below is a glossary of essential UX/UI terms grouped into topics.
General terms
Accessibility
A measure of a web pages usability for a range of people, including people with disabilities.
Design system
A document that houses design components and styles to use across a website or product, ensuring consistency.
Design thinking
The process of creating and executing strategic ideas that solve problems.
Flat design
A form of design that focuses on minimalism using 2D elements and strong colours.
Human-centred design
An approach that finds solutions with a human perspective in every step of the design process.
Information architecture
Or otherwise known as a sitemap, is the structural design of information.
Landing page
A stand-alone page that a person lands on after clicking from a digital location.
Onboarding
A flow that guides the user through a set of instructions such as choosing preferences, product usage and UI elements.
Responsive design
A design and usability process that adjusts content based on the device screen size.
UI Design
This determines how an interface will look and guide the user on how to interact with a product such a colour choices and layout.
Usability
The quality of the start-to-end user experience.
UX Design
The process of determining how a digital product should work based on relevant user research and best practices.
Acronyms
CTA (Call to action)
A graphical component that guides the user through the main flow and encourages them to take a specific action. Normally it will be the element that stands out most on a page.
CWV (core web vitals)
Are three metrics that score a user experience loading a page, those are: how quickly content loads, how quickly a browser loads the webpage and how unstable the content is as it loads.
GA (Google Analytics)
A web analytics service offered by Google that tracks and reports web traffic.
KPI (Key performance indicators)
A Performance measurement approach based on certain metrics over a certain time period.
MVP (minimum viable product)
A version of a product that is released with just enough features that deliver on the initial user needs to then improve and develop further.
PM (Project manager)
A person that leads a team in order to achieve all the project goals in a set of timelines.
SVG (Scalable Vector Graphic)
A two-dimensional vector-based graphical element that is scalable and widely supported across the web.
SWOT (strengths, weaknesses, opportunities and threats)
A marketing tool that identities assess your business and analyse your competitors.
Design Process
A/B testing
A UX method that involves showing two versions of a specific page or product to see which one works better.
Card sorting
A technique that can be used by both UX designers and users that help determine the information architecture of the product based on logical ordering.
Cluster mapping
In other words, an affinity diagram is for sorting UX user findings into organised sets to lay down the foundations for desirable features.
Competitor analysis
A research method that shows strategic insights into a competitor’s features, functions and even visual positioning.
Eyetracking
A study that allows researchers to evaluate the movements of a particular user when they are using a product.
Focus group
Typically a researcher will talk to a group of people to find out opinions and generate ideas on the product or service.
F shaped pattern
Is a layout designed to guide the user’s eye to specific information based on human behaviour.
Mockup
A visual representation of a product in an environment could be a concept or the finished product.
Moodboard/style scape
Is a collection of visual inspiration gathered from an initial concept to visually communicate an idea.
Prototype
Is an early version of a product that is simplified to test main user journeys and functionalities.
Sketch
There will always be a place for pen and paper. At this stage in the prototyping process, a researcher can quickly come up with design solutions and compare them to determine the best one.
Storyboard
A visual way of communicating the user journey.
Usability testing
An approach that is done typically throughout the whole design process, ensuring that the product has ease of use and matches the user’s requirements.
User flows
A flow that represents a users task from an entry point to a desirable end one.
User interview
A one-on-one chat that can gather information for a user persona and insight on their behavioural habits on a product and or service.
User journey
Like the user flow, a user journey is a route that maps out their journey from beginning to end, the difference is that a journey includes emotions and behavioural choices.
User Stories
A narrative-based resource that sums up the patterns of how they interact with the product, focusing on motivations and frustrations.
Wireframes
A low-fidelity design that focuses just on structure and layout without clouding the mind with visuals. Its purpose is to ensure the interaction between user and interface is solid.
Design elements
Breadcrumbs
A layered component that allows users to navigate through multi-level pages.
Contrast Colour
Ensuring there is enough visibility between two colours to the layer or text is legible and ideally meets WCAG standards.
Grid
Is a layout system with rows and columns, making it easier for designers and developers, also for making clean and symmetrical interfaces for users.
Layout
The order of certain content such as text and images are laid out on a page.
Navigation
An organised hierarchy of information allows the user to find the information they are looking for.
Typography
Typeface or Font. there is a difference. A Font is a weight or variation of a typeface and typography is the arrangement of those styles to ensure it’s legible and appealing.
White space
Or negative space is the strategic positioning of elements on a page so they have room to breathe and for people to absorb content.
Widget
A self-contained design component that has certain functionality.
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Development
10 July, 2023
Headless CMS Explained: Understanding Whether Headless is the Right Approach for Your Website
Making the best possible choice of content management system (CMS) is crucial for the success of your website. But, these days, not only do you have to navigate the many different options – from WordPress to Sitecore to Webflow – you also have the added challenge of deciding whether to go “headless” or not.
Whether to take the less conventional headless approach with your CMS is a decision that could cause some confusion. It could even cause some challenges with your website if you end up making the wrong choice.
In this article, we’ll help you understand exactly what a headless CMS is, when you may need to take that approach, and highlight some key considerations to make before finalising your choice.
What is a Headless CMS?
With a traditional CMS, the back-end and the front-end of the system are directly linked. This is how you use your CMS for both the content management (back-end) and to control how the content is presented to your website visitors (front-end).
In this context, the back-end of the CMS is sometimes referred to as the “body” and the “head” is the front-end. In a headless CMS, that front-end is decoupled from the back-end of the system, hence the term headless. With this approach, you use the back-end as normal for content management and the presentation of content in the front-end is handled completely separately.
This is valuable because it allows you to design your website front-end however you like, without any restrictions. However, it also requires more technical work from your development agency as a trade-off.
With a headless CMS, your content is presented to your audience on your live website by using APIs that take it from the back-end of the CMS. This use of APIs also allows you to publish the same content in a variety of different formats via different channels as well, but more on that later.
Scenarios in Which You Might Need a Headless CMS
It’s important to understand that you should only take a headless approach if it’s the most suitable way to meet a specific set of requirements or objectives.
Some scenarios in which you might need to take a closer look at adopting a headless CMS include:
If a large volume of content is a key component of your marketing strategy.
If you’re going to be producing and publishing a lot of content on your website, you may benefit from a headless CMS. Many people find it easier and more intuitive managing websites in the back-end of a headless CMS.
The decoupling of the front-end also means that your development agency will be the ones responsible for ensuring your audience is presented with dynamic, engaging content.
If you expect to have high volumes of traffic and need to maintain performance.
If the size of your website’s audience will put a heavy demand on your CMS’s performance, a headless system could be a worthwhile investment. Using APIs, and leveraging other intelligent techniques, the headless approach often delivers faster loading times, reduces the workload on your servers, and offers greater scalability.
If you have a multi-channel marketing strategy, or need to publish content across multiple digital touch-points.
The headless approach allows you to take one piece of content, upload it into the back-end, and seamlessly publish it across several channels, including website, mobile app, social media, email, and even internet-of-things (IoT) devices.
This can help you maximise consistency, while providing your users in each channel an experience optimised for their preferred context.
If you’re prioritising personalisation.
As personalisation is becoming much more important in modern marketing, headless CMSs are becoming more popular in enabling those tactics.
If you need to create personalised experiences for your website visitors based on their demographic data, past behaviour, preferences, and so on, a headless CMS may be the right option. This is a useful approach for delivering tailored content to individual visitors, improving your engagement and increasing conversions.
If you have a multi-lingual or multi-regional website.
Delivering the same content to visitors in different languages, across different locations, can also be made easier by using a headless CMS. Your localisation process can be streamlined by managing the content for all users just once in the back-end, then delivering it seamlessly in its different forms based on location or other conditions.
Key Considerations and Potential Pitfalls
While a headless CMS can be a great choice to deliver on the requirements discussed here, it’s still not a straightforward decision in these scenarios.
Firstly, it’s important to note that a traditional CMS like WordPress can still help you achieve all the things listed above, especially with the support of an experienced, talented agency. Secondly, there are some downsides to the headless approach that need to be considered while you’re evaluating your options.
Security
Security is an issue that needs careful consideration when looking into the headless approach. The headless architecture, and use of APIs, create more security vulnerabilities than you’d have with a traditional CMS.
It’s also common for a headless CMS to require more hands-on management in key areas such as hosting and compliance, as well as more thorough and frequent testing.
Development Complexity
When you ask your development agency to build, manage, and maintain your website using a headless CMS, you’re asking them for more complex work than they’d be facing with a traditional system. This complexity is something you need to be aware of, both in your selection of an agency capable of delivering your requirements, and in the additional workload you’re asking them to complete for you.
Time-to-Market
Following on from the previous point, more complex development work often results in a longer time-to-market for your website.
Developing a website using a headless CMS may require more time and resources from your agency to deliver the work for you. If you need to get your site up and running quickly, or if you may require future development work to be delivered quickly, a regular CMS may be a safer bet.
Technical Skills
Publishing content with a headless CMS may be easy, but if something goes wrong, or you need something changed, you’re unlikely to be able to do it yourself. A headless CMS requires more technical skills and development experience to maintain than a traditional CMS, even for small tasks. If you don’t have these skills in your team, you’ll be more reliant on your agency partner than you would be with a normal CMS.
Total Cost of Ownership
All the points listed here will add up to a higher total cost of ownership (TCO). When accounting for the higher volume and greater complexity of work you’ll require from your agency, you’re likely to spend a lot more of your budget on a headless CMS.
Unless you have specific complex requirements that demand the use of a headless CMS, it’s usually the more cost-efficient option to go with the more traditional approach.
Content Strategy
With all that said, it’s also important to consider whether a headless CMS is even necessary based on your content strategy.
Unless you have an intricate, wide-ranging content strategy that spans various channels and platforms, it might not be worth adopting a headless CMS at all.
Most of the requirements you have can likely be delivered by working with a reliable agency partner using a sophisticated, flexible CMS like WordPress.
It’s also important to note that WordPress can be used in a headless context as well. This offers you a balance between a familiar, easy-to-use system and a more dynamic UX for your visitors in the front-end.
The Benefits of a Headless CMS
If you do decide to take a headless approach, your CMS can deliver a wealth of benefits and strategic advantages. These include:
Scalability
The headless architecture will enable you to build out your digital presence rapidly, on a large scale, across multiple channels. This scalability will be crucial for your website as your business grows and your requirements evolve.
Customisation
Both the back-end of your headless CMS and the front-end presentation of your content are entirely customisable, tailored to your specific requirements.
Flexibility
Headless CMSs provide a great deal of flexibility in terms of your selection of technology, content creation, and implementation of a multi-channel market strategy.
Ease-of-Use
If you work with a skilled agency partner who can set up and manage your system for you, publishing and editing content with a headless CMS becomes quick, easy, and efficient.
User Experience
Delivering your content seamlessly – and consistently – across a wide range of channels and digital touch-points creates a far greater UX for your target audience.
Performance
The headless architecture removes the need to render pages on your server. This creates the faster loading times and improved performance discussed previously, which also contributes to a better experience for your visitors.
Competitive Differentiation
As mentioned earlier, the headless approach allows you to create a truly unique UX. In an increasingly crowded, noisy online landscape, this can help you differentiate your website and stand above your competitors.
Future-Proofing
A headless CMS allows you to easily change or upgrade the technology you use for your front-end without having any impact on your back-end. This will help you become more agile and adapt quickly as new technology trends emerge in future.
Making the Right Decision for Your Unique Requirements
Ultimately, you should base your decision here on the specific requirements you have for your website and the circumstances you find yourself in.
While a headless CMS does offer a range of innovative capabilities, the additional costs and resources you’ll need to invest may not be worthwhile. For example, the traditional use of WordPress can provide you with most of the benefits discussed earlier.
Carefully consider your objectives, your strategy, and the resources you have available. Use those to weigh up all the pros and cons listed in this article in relation to your own website project.
The key thing is to clearly understand exactly what you need from your CMS, and use that to select the option that aligns best with your requirements.