Did you know you can use a block-based approach with your WordPress website to gain more value from the platform, with significant advantages in flexibility, scalability, and ease-of-use? 

In this article, we’ll explain what blocks are, how they work, and how you can use them to build enterprise-grade websites quickly and efficiently, without compromising on quality.

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WordPress is the most popular content management system (CMS) in the world right now, and it has been for a while. Unfortunately, though, some people still have the wrong impression that it is a CMS that can only be used to build more simple websites that do not have any real complex functionality or integrations, but this couldn’t be further from the truth. 

In fact, WordPress is far more intuitive and robust than most realise. The fact that around 45% of all websites online today are built on the platform goes a long way to prove that. WordPress also provides more scalable, agile capabilities that are perfectly suited to building enterprise-grade websites if leveraged in the right way.

There are intelligent – but still very straightforward – ways to use WordPress that can unlock more value from the CMS. If done with the right guidance, this can make WordPress a far better option than the more traditional, rigid approach of building websites.

This is an opportunity most large businesses are currently missing out on. In this article, we’ll show you how using blocks is a more flexible approach that can provide you with a wealth of benefits.

Understanding How Using Blocks In Your Website Backend works

In 2018, WordPress released a new block-based design and editing user interface (UI), known as Gutenberg. Instead of the typical page creation and editing functionality of a CMS, where you’d input text and images into a rich text editor, you can now build your site by creating and using a set of components. Components are blocks of code which have pre-defined style and input types. 

Each component is named, to denote what it is from the perspective of the front-end of your site on the web page. 

Note: Some agencies only provide a list of block names, but here at SoBold we also provide screenshots of each block so you can see it first. This makes the process much easier and saves you a great deal of time.

Each part of each web page is made up of these components, as pictured below.

However, taking a bespoke approach, you can design and construct unique blocks that are entirely your own. Blocks or components can be built for you by your agency so they’re bespoke to you, your style guidelines, your design preferences, and so on. And, when building your site, you can go into your pre-built components and edit things, like changing background colours, adding images, adding text, and so on. 

This can be set up for you by your agency, so you have everything you need to create, edit, and publish new pages with your pre-built blocks. Anytime you need to create a new page, you just have to pick the appropriate components and place them in the correct position to quickly and easily build the page. 

You can see a great real-world example of an intuitive, bespoke enterprise website built using this block-based design approach here. 

The Business Benefits of Using a Component-Based Approach

Scalability 

Scalability is one of the greatest benefits of using these blocks, especially if you are wanting to continue to build out your sitemap and build out the content. 

This scalability is where WordPress really shines, enabling simple, rapid, virtually limitless scaling of your website with a high level of accuracy. This is a cost-effective way of growing without having to compromise on the quality of your design.

Flexibility 

Blocks provide you with a great deal of flexibility in building, editing, and structuring of pages as well. The ability to customise all your components, along with the intuitive drag and drop functionality, allows you to effortlessly adapt and expand on your website.

Efficiency 

Building components, and repurposing them repeatedly across your website, is a highly efficient way of growing your site. It also makes it very difficult to make mistakes or take a wrong turn.

This efficiency of reusing blocks across your website will free up time for you to develop innovative new features, or focus on improving the service and experience you provide your clients.

Ease-of-Use 

If you have non-technical members of your team who would benefit from using WordPress, blocks will almost certainly improve the usability of the CMS for those people. 

An easier design and editing function helps more members of your team create web pages within clear, pre-set brand guidelines. That’s another aspect that frees up more time and resources to focus on higher value tasks. 

If you’re working with a design and development agency, this also makes it much easier for them to be able to train you and enable you to use the platform to manage your site. 

Faster Time-to-Market 

All this efficiency and ease-of-use will enable you to achieve a faster time-to-market for new web pages, extensions of your site, or even entirely new websites. 

That can, in turn, create competitive advantages for your business, particularly if your competitors are working with CMSs that are slower and harder to use.

Whether it’s you or your agency handling this, you can create and publish new web pages quicker than you could with any other approach.

Lower Costs and TCO

As a result of all of the above, you can reduce costs on development and design, and achieve a much better total cost of ownership (TCO) with the WordPress platform. 

Something that takes an inexperienced agency days to complete with the classic design approach can be done in hours using bespoke blocks. This drastically reduces development costs and gives you a lower TCO in the long-term.

The Importance of Finding a Capable Agency Partner 

As mentioned earlier, bespoke blocks provide you with a proven way to unlock more potential with WordPress and gain greater value from the platform. However, in order to do that, it’s important to find the right agency partner. You’ll need an agency with enterprise-grade expertise and a certain level of skill to guide and support you through this process. 

Taking this approach to building WordPress websites is nothing new, but the real value here comes in creating blocks that are completely unique and specific to you, then enabling your team to use those to scale your site. 

Many WordPress agencies may lean on the generic block editor. But to get this right, you should push beyond that to find a partner who can educate you on the opportunities of using a bespoke design system to build a high-performance website that’s effortless to manage and edit. 

A great partner will also facilitate this for you in a way that ensures you have control, removing the risk of any users making mistakes with the flexibility of this system. You won’t need to worry about the integrity or quality of your site being spoiled because all your components will be built specifically to prevent that.

You’ll gain tremendous value from receiving an intuitive, quality website that you can easily grow at will, but one that’s also managed and supported by an experienced partner. Sticking to these blocks helps you stay within brand guidelines, adhere to best practices, and keep your site consistent. 

You then have the choice to manage, edit, and expand your site yourself, or rely on your partner to do it for you quicker, easier, and more efficiently than they would with a traditional CMS. 

Making the Most of Your WordPress Platform 

Modern businesses today require a powerful, sophisticated CMS that can deliver great websites at scale with enterprise-grade performance. WordPress is a platform that’s built to provide all those qualities and more. Embracing this block-based approach is the most effective and efficient way to achieve that. 

With a skilled agency partner to help you maximise the value your business gains from the platform, you’ll quickly realise just how well WordPress can deliver agile, intuitive websites. 

If you’re in the process of evaluating platforms to deliver a bespoke web development project, check our comprehensive guide to assessing and selecting the right CMS here

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SoBold is pleased to announce that they have renewed their contract with Transport for London to manage and support a bespoke Cookie Consent Management Tool for use across TfL’s portfolio of websites which includes 30 domains.

SoBold recently became only the 3rd Platinum Certified Cookiebot Partner in the UK having been an authorised Reseller of Cookiebot since the new General Data Protection Regulation (GDPR) came into place on 24 May 2018.

Transport for London’s desire to extend its relationship with SoBold for a further year, highlights the importance of the work SoBold are doing to manage its bespoke Cookie Consent Management solution across its portfolio of website which have missions of visitors per month. The contract renewal cements SoBold’s position as one of the leading Cookiebot resellers. 

For more information on SoBold’s work to date with Transport for London, see their case study.

SoBold Technical Director, Sam Phillips said:

It is great to see Transport for London renew its cookie management contract with SoBold for a fifth successive year. Over the last year we have continued to evolve their bespoke solution adding in full IAB TCF support as well updating the design to reflect TFL’s updated guidelines. We’re looking forward to continuing to support TfL over the next 12 months.

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As a business in the financial services industry, you have to navigate a range of sector-specific challenges that make it difficult to meet current user expectations with technology. This article will explain why a bespoke development project is often the most effective way to solve those challenges, and provide guidance on how to approach such a project.

For a long time, apprehension towards cyber security and data protection, alongside challenges with decades-old legacy systems, meant that many businesses in the financial services sector were a bit behind the technology curve. Banks and other financial services companies weren’t typically known for their impressive websites or sleek digital processes, at least not until fairly recently. Those days are long gone now, though, as digital transformation and technology-driven innovation have changed the financial services industry forever. 

Today, both your clients and employees alike expect a seamless digital experience when interacting with your services and processes. And meeting these expectations has become increasingly important over the past 10 years or so, as the more traditional finance businesses have faced disruption from trends like FinTech and digital banking. 

But whether you’re a long-standing financial institution, or an early-stage FinTech start-up, there’s a common priority among businesses in this industry – you simply must keep up with the pace of technology in order to stay relevant with your customers and maintain your competitive edge.

Changing Demands from Your Audience of End-Users 

The technology trends we’ve highlighted there will have caused you to shift large parts of your business model online over the past few years. Consequently, that will have created a range of new challenges for you.

Self-Service 

Whatever services or products you provide, your clients now expect the same convenient, effortless experience they’re used to with the technology they use on their smartphones every day.  

When interacting with businesses, most people want to be able to do everything for themselves online, ideally without having to interact with a sales-person or customer service rep. If you can’t enable this self-service in a simple and efficient way, your customers will be left frustrated. 

Cyber Security and Data Protection

The amount of data passing through your business is mind-blowing. All that data can be placed at risk if any technology attached to your corporate network is not secure. When you’re working with such highly sensitive financial data and strict industry regulations, all your technology must be highly secure.

Responsive Design 

Your digital systems need to be highly intuitive, dynamic, and, perhaps most importantly, simple and easy-to-use. That should ideally be the case for all systems, both client-facing and internal. 

User Retention 

If your current website feels clunky, unintuitive, or difficult to navigate, your clients will not hesitate to go elsewhere. While that may have been acceptable with cumbersome legacy systems in the financial services market 20 years ago, it’s simply not an option today.

People will leave a company’s website forever after one poor experience. This demonstrates just how important an excellent user experience (UX) is in retaining your user base.

Similarly, with internal systems like staff training portals or corporate knowledge bases, a poor UX will stifle adoption and usage of the technology. In turn, that will have a negative impact on your return on investment (ROI). 

Using Bespoke Development to Overcome Business Challenges 

In order to break down those barriers and overcome those challenges, many of the leading financial services companies have developed websites that are entirely bespoke. 

Modern enterprise systems need to be dynamic, intuitive, and user-centric. Delivering on all those attributes often requires bespoke development, especially in an industry as nuanced and complex as financial services. 

Your customers, partners, and clients must be able to interact with your services and access their data online, from anywhere, at any time. Not only that, but they also expect personalised content, tailored to their specific needs or challenges, at every stage of their user journey. 

For that reason, it’s often necessary to take the route of a bespoke development project to ensure that your business gains exactly what it needs – and that your users get exactly what they want – in terms of both functionality and capability. 

This covers all the possibilities and ensures your digital presence is tailored to your specific business objectives, the preferences of your users, and unique requirements, including:

• A bespoke website that differentiates you from your competitors
• An online portal, either for training internal users or providing a more engaging experience for your clients
• A new platform that can better integrate with your legacy systems
• A new content management system (CMS) that can provide greater flexibility and scalability 
• A way to transform time-consuming, inefficient manual processes into a unique, easy-to-use digital tool.

Whatever it is your business requires, you can follow the simple, proven process outlined below to ensure your investment in new technology is a successful one.

How to Approach a Bespoke Development Project for a Financial Services Business 

Understand the Purpose of What You’re Building

The first thing you need to do is reach a clear understanding of exactly what you’re trying to achieve with your website. Whatever you’re looking to build, it should align with, and support, your company’s strategic business objectives. 

It should also meet a specific need or solve a specific challenge for the users it’s aimed at. This will help you begin to determine exactly what you need in terms of design, usability, and any other bespoke functionality. 

Define Your Requirements in a Project Brief 

A brief is a simple written document that lists all the key ideas and details you think are relevant to the website or platform you’re looking to build. Use this to list all your functional and non-functional requirements, as that will make the project as clear as possible for the design and development agencies you speak to. 

Try to be as specific as possible to give yourself the best chance of having the project delivered on time, within your budget, and to your bespoke specifications. Without that specificity, you’ll likely be disappointed and could even end up drastically over-spending.

For a comprehensive guide to creating a brief that will set you up for a successful web design and development project, read our useful article here. 

Evaluate Your Technology Options 

In most cases, you’ll use a content management system (CMS) to build your bespoke site. This is a type of software-based platform that allows you to create, edit, and publish digital content across a range of online channels and devices.

Every bespoke development project will be different, so you should aim to select the CMS that best aligns with your objectives, requirements, budget, and other factors.

For example, WordPress is fast-becoming the platform of choice for many forward-thinking financial services businesses, because of the flexibility and fast time-to-market it offers.

To learn more  about how to understand and evaluate the enterprise CMS options for bespoke development, read our helpful related article here.

Find and Select an Agency Partner 

Building, managing, and maintaining a high-performance website in the current technology landscape can be very complex. It requires a wealth of expertise and experience, and also takes time. For that reason, the vast majority of businesses work with a web design and development agency to bring their vision to life. 

The choice you make about which agency to partner with will have a significant influence on the success or failure of your project, so approach this decision with a great deal of care. 

When you’re dealing with such a high volume of sensitive financial data, you must find an agency that understands and respects the critical nature of the work they’ll deliver for you. 

You should consider the following qualities as non-negotiable for your an agency: 

• Proven financial services sector experience and success 
• A strong track record with complex bespoke development projects 
• A long-term partner who can advise and guide you to make the correct decisions
• Certifications and accreditations 
• Compliance with financial services industry regulations
• Secure hosting, with back-up, disaster recovery, and risk mitigation plans
• Security built into the core of every project 
• Automated monitoring, maintenance, and support services
• Ongoing updates and optimisation for your platform
• Training and learning to help you gain maximum value from your investment. 

What Are the Key Components of a Successful Bespoke Development Project in the Financial Services Sector?

There are some key components of a web development project that you can specifically include in your requirements before you speak to any agencies. These will ensure you minimise your risks and mitigate potential problems, both during and after the delivery of the project. 

You should use these as criteria when assessing your agencies and your technology platform, as they should all be non-negotiable for any business in the financial services sector.

Hosting and Performance 

Hosting refers to the physical and virtual data centres used to house your website. It’s crucial to ensure your site will be hosted in a secure environment, with an experienced, trustworthy provider, because this will have a significant influence on things like security and performance. You’re likely expecting to deal with a high volume of data and a large audience of users, so it’s crucial to ensure your website or platform can handle that. 

Enterprise-Grade Security 

Security is not an after-thought, it’s a critical priority. From your choice of hosting services, to your data back-up and disaster recovery, right through to the frequent testing of your live site. Always place this at the very top of your list of questions when speaking to an agency or a technology provider about developing something bespoke.

Personalisation

Providing your users with personalised services and content is another crucial capability for modern financial services companies, but not all platforms can facilitate this. 

In order to ensure your end-users are having their experiences tailored to each individual, some bespoke functionality could be necessary.

Scalability and Multi-Site Development

As business growth is likely one of your key strategic objectives, your site must be able to support that. A scalable platform will allow you to seamlessly expand your online presence as your business grows and your needs change. 

Integration with Back-End Systems 

Like most financial services companies, your corporate network probably includes a variety of old and new systems and applications across all your different departments. If you’re going to have something new developed, you’ll need to build it on a technology platform that can seamlessly integrate with all those relevant systems. 

Ease-of-Use 

Whether or not a technology solution is a good investment or a bad one often depends on how easy it is to use, both for your team internally and your end-users. Usability is a key criteria 

Time-to-Market

One of the great advantages of developing a bespoke site is that you can continue to iterate and improve it based on user feedback. However, you’ll want to ensure you’re able to do so quickly and efficiently. 

Working with an agency, and a technology platform, that enables a fast time-to-market with your development projects is an important part of the process in terms of achieving positive ROI.

Ongoing Development and Optimisation

Following on from the previous point, your web development project shouldn’t stop at the delivery and deployment of your solution. Once your site is live, measure and analyse its adoption and usage. You can use that feedback to continue optimising its capabilities and functionality for the best possible results.

The Business Benefits of Bespoke Development  

While technology does create its fair share of challenges for businesses that are unprepared or unwilling to adapt, it also presents a vast range of opportunities to those who embrace it. 

A bespoke development project delivers something entirely unique and specific to your business, giving you a range of benefits and advantages, including: 

• Improving your internal UX, creating greater operational efficiency
• Improving your external UX, providing more convenient, intuitive services to customers 
• Streamlining mission-critical processes to reduce costs 
• Building enterprise-grade security into the core of your systems
• Enabling real-time interactions with data 
• Increasing customer retention and loyalty 
• Achieving competitive differentiation
• Accelerating business growth. 

In Summary

Financial services has always been a highly competitive industry, but with recent technology trends and changing consumer behaviour, it’s now more important than ever to have a strong, user-centric digital presence.

Not only do your clients and partners demand their data be handled in a secure, compliant way, they also expect a seamless, consumer-grade performance from all digital processes and services they use. Unexpected down-time, poor UX, or any similar frustrations will leave your customers unsatisfied and may put their loyalty in question.

In order to avoid these challenges and minimise your risks, it’s important to find the right agency, with the right technology, to create a website tailored to meet your strategic objectives and exceed your clients’ expectations.

To learn more, read our comprehensive guide to understanding and evaluating the enterprise options for bespoke development here.

Discover how global private equity advisory firm, Rede Partners LLP, transformed a time-consuming manual process into a game-changing client-facing online portal here.

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

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

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

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

WordPress is One of the Most Scalable Platforms Around

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

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

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

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

Using WordPress at Scale 

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

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

Bespoke Features and Functionality

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

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

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

WordPress Plugins 

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

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

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

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

The Importance of a Trusted Partner 

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

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

Taking a More Scalable Approach – Building with Blocks 

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

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

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

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

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

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

An Enterprise-Grade CMS 

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

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

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

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

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

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