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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- 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.
- 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.
- 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.
- Innovation
- Creativity
- Clear strategic thinking
- Effectiveness
- Tangible results.
- Make a critical client engagement process increasingly efficient and effective
- Provide each user with a personalised experience that includes tailored investment information and updates
- Obtain more data about user engagement and leverage that to improve other services
- Accelerate and increase investment in client funds, driving significant commercial growth for the firm
- Use an industry-first digital tool to gain significant competitive advantages.
- You risk going through a long, expensive discovery and definition exercise that you could’ve done yourself internally for no cost.
- You risk being given a quote that’s too expensive, or a project timeline that’s longer than necessary.
- You risk receiving a service from the agency that doesn’t align with your request or meet your expectations. In turn, you’ll then have to spend even more time and money on a new project to get your original idea developed.
- How will you be backing up the site’s data?
- What level of data encryption do you need?
- How will users’ personal details be stored and protected?
- Will you have two-factor authentication?
- What password recovery process will there be for users?
Latest from agency
19 May, 2023
WebFlow vs WordPress: Which Platform is Right for You?
Finding a content management system (CMS) that is secure, cost-effective, and capable of delivering a website that meets all your requirements can be challenging.
As we’ve discussed in a previous article, there are lots of excellent CMSs available today, and it’s difficult to know which one will be the best fit for your specific business.
While most CMSs appear similar on the surface, with the same fundamental functionality, popular platforms like Webflow and WordPress have unique features and capabilities that differentiate them from each other.
So, selecting between these two different platforms is an important process that requires careful consideration. After all, your CMS is a long-term investment, and you need to know exactly what you’re getting before you make your decision.
To ease this challenge for you, this article will provide a direct, objective comparison between the Webflow and WordPress platforms.
An Overview of Each Platform
You want a CMS that will enable you to build sophisticated, high-performance websites, tailored to your business, with a set of tools that are simple and easy-to-use.
Webflow and WordPress can both give you exactly that in their own distinctive styles. Both platforms allow you to build and manage complex websites without deep technical knowledge, but they each take slightly different approaches.
Webflow
Webflow is a software-as-a-service product, not a typical CMS. That means it doesn’t require any hosting and is primarily delivered via Amazon Web Services (AWS) cloud servers.
As it’s a complete, mostly self-contained SaaS application, with everything built-in to it from the start, you can get up and running with your Webflow website quickly and easily.
You can use Webflow as a basic no-code website builder straight away. However, as you’ll certainly want to create a more dynamic, engaging website with a high volume of content, you’ll have to enable its CMS functionality to get up and running properly.
WordPress
WordPress, on the other hand, is a more traditional CMS, intended to build highly scalable, dynamic websites full of rich content. The platform will need to be downloaded on to hosting servers, which can all be taken care of for you if you’re going to be working with an agency partner.
WordPress is also a free, open-source platform, which means all users have access to its code. That allows talented developers to contribute to improving the platform with innovative new additions and enhancements on a near-constant basis.
As WordPress is used to build almost half the websites online today, it also has a global community made up of millions of users who offer support, collaboration, knowledge sharing, events, and much more.
Approachability and Ease-of-Use
A shared benefit of both Webflow and WordPress over certain other CMSs is their ease-of-use.
Both these platforms are approachable with low barriers for entry, even if you don’t have any existing coding or content management experience.
Webflow’s Usability
As a low-code or no-code SaaS tool, almost anyone can use Webflow to build a website.
It provides a visual drag-and-drop builder with an emphasis on enabling users to create websites quickly and easily.
When using the CMS functionality to add more content to your website, like blog posts, the CMS is simple, allowing you to publish and manage the pages of your site with great efficiency. This is in the style of a classic content editor, which will probably be familiar to you.
WordPress’s Usability
Almost anyone can use WordPress as well, even if you have no previous content management experience, hence its global popularity. In fact, simplicity and usability are arguably some of WordPress’s greatest strengths.
Almost everything you’ll need to set up and manage your website will be readily available when you first start using WordPress, making it very approachable. The platform provides you with an intuitive user interface (UI) that allows quick and easy publishing, management, and editing of content.
This is made even more efficient thanks to WordPress’s block-based editor. This is a method of building websites that offers significant advantages in flexibility, scalability, and ease-of-use.
Particularly for large-scale websites that are likely to grow and evolve, this can save your developers valuable time and money, while also reducing your time-to-market.
You can learn all about the advantages of the WordPress block-based editor in our related article here.
Their Features and Functionality
For your investment in your CMS to be successful, it will need to have a range of features and functionality which allow you to create a website that delivers on your business objectives.
Webflow’s Features
As touched on earlier, Webflow is a SaaS application in which almost everything you need is included as standard.
The core Webflow platform is all you need to build your site, although your agency will be able to add extra features for you by embedding code snippets from other services if you need them.
For example, if you want to create the ability for your visitors to subscribe to your site as members, you could take code from another platform that facilitates subscriptions and use that to integrate the functionality.
This is where the platforms start to deviate in approach. Webflow’s self-contained nature perhaps makes it a simpler platform because it doesn’t require many plugins, but that also makes it a lot more limited than WordPress.
Because Webflow doesn’t offer any plugins, you won’t be able to add many extensions that work directly in the Webflow interface. This prevents you from having one unified approach to your website management and marketing.
WordPress’s Features
Most of the things you require to publish content and manage your website on a daily basis come readily available on the WordPress platform. WordPress’s sophisticated, dynamic features that come “out-of-the-box” are a great point of value.
However, if you do need to go beyond the standard functionality of WordPress, that can also be done with relative ease. Working with an agency with WordPress-specific expertise means that you can develop bespoke features and functionality unique to your website with almost no limitations.
This allows you to tailor your CMS to meet your specific needs, and working with an agency to achieve this can still be very cost-effective.
Not only that, but passionate members of the global community are always working hard to create new features and extensions that continue to improve the capabilities of the platform for free.
How Well do they Integrate with Other Systems?
Beyond features, extensions, and plugins, your platform of choice should also be able to integrate easily with other tools and systems that are already present within your business.
Integrating with your customer relationship management (CRM) platform, your email marketing system, and other software products is an important quality for a CMS to have.
Integrating with Webflow
While Webflow can integrate with some third-party tools, this is another area where the platform is somewhat limited. You can integrate your Webflow site with other tools, but there aren’t many native integrations available. Your agency partner will need to use more code embeds to achieve this, and you’ll have to use separate interfaces in many situations.
For example, using a lead generation form from your CRM on a Webflow site will require you to build the form in the CRM first, then add it to your web page using the embed code.
Not only does this approach create inconvenience for you and your team, but the extra time spent by your agency on more complex integrations will increase the overall long-term cost of the platform.
Integrating with WordPress
Thanks to WordPress’s vast popularity, and the work of the global community, there are native plugins that can seamlessly integrate your WordPress site with almost any other tool or system.
Simply add a plugin for any third-party tool to create the ability to access that tool’s functionality directly within your WordPress CMS.
Even for more advanced requirements that need some bespoke development, like cross-platform automation, it’s usually an easier job for your development agency than it would be with most other platforms.
How Secure Are these Platforms?
Security should be a top priority when selecting a CMS. Concerns over cyber security and data protection are ever-increasing for businesses, so you need to ensure something as important as your website is fully secure.
Webflow’s Security
Webflow is mostly based on AWS, an industry leader in secure hosting, so you can rest assured your platform will be highly secure. Webflow also has additional protective measures in place to bolster the security of all the data on the platform.
Again, because it’s a SaaS product, this all comes out-the-box and doesn’t require you to take any steps yourself to secure your site.
However, that does mean you’re entirely reliant on Webflow to ensure that security is continually updated and reinforced. Neither you nor your agency partner have any control over the security of your site, which some businesses see as a negative.
WordPress’s Security
Your agency partner will typically be responsible for the hosting, maintenance, and security of your WordPress platform. We mention hosting and maintenance here because these things are influential towards ensuring your platform, and your website, are kept secure.
WordPress is already a very secure platform out-of-the-box, though. There’s no need to think that WordPress’s protection is not robust enough for a large business, even in today’s volatile security landscape. Evidence of this security can be found in the number of global enterprise businesses that have chosen WordPress as their CMS.
Of course, there are vulnerabilities that can arise in certain scenarios, like if your platform isn’t kept fully updated on a constant basis. For this reason, it’s crucial to work with an agency partner who you can trust and rely on when it comes to security, including enterprise-grade hosting and continual platform maintenance.
You can learn more about the security of the WordPress platform in our in-depth guide here.
You can also discover 10 useful tips to further improve WordPress security and minimise your risks here.
The Overall Cost and CTO
As mentioned earlier, your CMS is not only a big investment, it’s also a long-term one. You ideally need to find a platform that offers good value for money, and a low total cost of ownership (TCO), in order to achieve a strong return on investment (ROI).
Your TCO will be determined by combining everything from your hosting costs, license fees, work with your agency, maintenance, bespoke development, and more.
Webflow
In terms of costs and plans, Webflow is more expensive than WordPress. This SaaS product offers two different types of plans, a site plan and a workplace plan.
The average enterprise business with a dynamic website will be looking at costs of between £300 and £500 with Webflow. This makes it a far more cost-effective alternative than large-scale CSMs like Sitecore.
As discussed throughout this article, though, Webflow’s lack of native plugins and integrations will also make bespoke development work more difficult and time-consuming for your agency. This will inevitably drive up the platform’s TCO, and that’s something you should carefully consider when evaluating your options.
WordPress
WordPress is a more cost-effective platform, with a generally low TCO for most businesses. Its open-source nature means it’s free to use, limiting your initial costs to just hosting, agency fees, and post-deployment support. Any plugins or extensions of the platform will be licensed and paid for separately.
Since WordPress is such an intuitive and easy-to-use platform, any bespoke development work you need your agency partner to complete will still come at a reasonable cost. Similarly, whenever the WordPress platform is updated, testing and maintaining your site can be done in just a few hours. This creates a significantly lower TCO than you’d have with almost all other enterprise CMSs.
Make the Right Choice for Your Business
Webflow and WordPress are both good platforms in their own right, with plenty of value to offer. The key thing to understand when making this comparison is that your CMS of choice needs to align with your business’s unique requirements and specific objectives.
For instance, Webflow might be a suitable choice for one of your smaller competitors, but that doesn’t mean it will necessarily be a good fit for you if you need more advanced features and functionality.
Whether you’re developing a bespoke website from scratch, or migrating your existing site to a new platform, you must ensure your CMS can deliver on your needs both now and as your business grows over time.
If you need further help selecting a CMS for your website project, read our comprehensive guide to understanding and evaluating the options for large businesses here.
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Digital Business
9 February, 2023
Usability Explained – How Better User Experience Can Help You Grow Your Business in 2023
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:
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:
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:
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:
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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Announcement
23 May, 2023
SoBold Selected as a Finalist for The Drum Awards for Marketing for Digital Transformation
We’re thrilled to announce that SoBold has been nominated as a finalist for an award at The Drum Awards for Marketing.
We’ve been nominated for our team’s outstanding work developing RedeWire, a unique, “game-changing” online portal for global financial services business Rede Partners LLP.
The Drum Awards for Marketing
The Drum Awards for Marketing are intended to highlight agencies and marketing teams that truly understand their clients. Focusing on outcomes, not outputs, these awards are designed to celebrate teams who have demonstrated the measurable value their work has delivered for their clients.
We’ve been nominated as a finalist in the transformation category. This category rewards creative and innovative thinking from agencies who have created a change in model or product to enhance experiences for their clients and their end-users.
The criteria on which the finalists were selected for this category included:
We’re incredibly proud to be named as a finalist for this award, especially since innovation, creativity, and strategic thinking are qualities that we actively strive to put into every project we work on for our clients.
“Game-Changing” Innovation – the RedeWire Platform
Global private equity (PE) fundraising advisory firm, Rede Partners, has a mission-critical process of keeping a large network of limited partner investors (LPs) updated with relevant, timely information about opportunities to invest in client funds.
The previous method of communicating this information to LPs was a large static PDF doc, produced once per quarter, shared with LPs via email. That approach is standard within the fundraising advisory industry, with many of Rede’s competitors using a similar approach.
But the Rede team recognised this needed to become more engaging for their clients, and our team here at SoBold provided an opportunity to innovate and transform this process.
We worked closely with Rede’s stakeholders to understand their challenges and define a clear set of strategic objectives. This allowed us to identify a way to remove this long-winded, one-way communication process with LPs and create a dynamic, interactive online portal.
RedeWire is the first of its kind, and has been identified as a “game-changer in the industry” by Rede’s LPs.
RedeWire successfully met Rede’s complex set of requirements, allowing them to:
The portal has already exceeded expectations for adoption, as it has made one of Rede’s critical points of communication with investors more efficient, effective, and engaging.
Check out our case study to learn more about the RedeWire platform here.
What they Had to Say
Gabrielle Joseph, Head of Due Diligence and Client Development at Rede Partners LLP, said:
“Originally conceived as a game-changer within our industry, we are thrilled with the outcome of RedeWire and have had several clients highlight how intuitive and easy to use the platform is.”
“Throughout the project, SoBold clearly understood our vision and provided thoughtful solutions to our needs. Choosing to partner with this team was one of the best decisions we’ve made, and we couldn’t be happier. We look forward to continuing to work with the team as the site evolves.”
One early adopter of the RedeWire platform also provided highly positive feedback, saying:
“This is a massive time-saver for everyone. I can’t believe how fluid and user-friendly it is. It will be a useful tool in 2023. We’re super impressed.”
Waiting for the Results
The results will be announced at the live awards show on June 15, 2023, in London. Congratulations must also go to our fellow finalists, Yodel Mobile, Braze, and Coterie Marketing.
Please keep your fingers crossed for us until then, and keep an eye out for the results this time next month!
In the mean-time, you can discover how financial services businesses should approach bespoke web development projects to successfully embrace digital transformation here.
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Digital Business
30 November, 2022
How to Create a Brief That Will Ensure Your Web Development Project is Successful
Summary
If you’re looking to build a website for your business, a proven approach is to work with an agency and have them deliver the project for you. This could be a bespoke website design and development agency or solely a website or platform development agency.
Before you approach an agency, however, you’ll first need to reach a clear, detailed understanding of your requirements.
This article will provide an in-depth guide to help you through the briefing process and ensure your chosen agency delivers your project successfully, including a free template you can use to create your own brief. This template can also be used for other types of development projects as well, including anything from an online portal to an internal training platform.
Where to Start
Whether you need to design and develop a new website, or rebuild or migrate an existing site, a natural first step is to take your idea to an agency with a view to launching a web development project.
However, it’s a common mistake to go to an agency too early with just a raw, under-developed concept. Rather than meeting with an agency prematurely, we strongly suggest going through the process of defining your specific requirements and creating a project brief first.
The first thing to do is hold a discussion with the relevant people internally. Talk through the idea, and try to define what it is you need and what you want to achieve with it. Get a clear picture of what that idea or a concept will turn into, but also think carefully about what it should do from the perspective of your end-users.
Once you have a more tangible understanding of what you’re looking to build, you should begin creating a brief.
This is a document outlining the key details and requirements for the project. It’s something you’ll need to take with you to your introductory meetings with the agencies you’re considering, as it will be a very useful tool in helping you explain your idea clearly.
A brief doesn’t have to be complicated. It’s just a simple written document that lists everything you want at this early stage. However, while a brief can be simple, it’s important that it’s as specific as possible too. The more detail you provide for your agency, the more chance you’ll have the project delivered on time, within your budget, and meeting your expectations.
Why Having a Brief is Crucial
There are some potential pitfalls to be aware of that could create challenges for you if you don’t create a thorough brief.
Unfortunately, some agencies will be willing to work with you without a detailed brief, glossing over important details and keeping the expectations and requirements vague. This is a red flag to look out for, as it will likely result in one of several outcomes:
A brief is what gives you and the agency a mutual understanding of the work that needs to be done to successfully deliver the project. Without that specificity, you might end up disappointed. That’s why it’s always wise to put some time and effort in up front before taking your idea to an agency.
Once you submit your brief, you may be invited to participate in a follow-up session to further explore the requirements you’ve listed. This is perfectly normal, and actually a good sign. Experienced agencies will want to talk through each of the elements of your brief with you to help determine the best possible way to deliver those in the project.
How to Create Your Brief
When you begin to discuss and plan the requirements of your project between your team, we recommend thinking carefully about the following points.
Please note: There are a lot of things that could go into a project brief, depending on how complex your requirements are, so we won’t include everything here in this article.
The Project’s Purpose and Goals
Start by thinking about what the purpose of the project is. There’s no use speaking to an agency until you have a clear, specific understanding of exactly what you’re trying to achieve with this project. This should relate to your strategic business objectives, but it should also be designed to meet the needs of your end-users.
Ask yourself how this will allow you to improve your end-users’ experience or solve a problem for them. Answering this might involve working on user personas or developing user stories, or potentially even working directly with some members of your target audience to gather their input.
Project Timelines and Deadlines
Timing is another important point to think about, particularly how much time you have to deliver the project. Deadlines can sometimes relate to certain dates that are out of your control, so it’s better to start as early as possible in those cases. If there’s any flexibility with the timeline for delivery, make a note of that as well.
Project Stakeholders
Make a list of all the stakeholders involved. This is a good thing for the agency to be aware of early on, because the project becomes more complex with a higher number of stakeholders.
Depending on the size of your business, and the nature of your site, your project team will usually be some combination of: A marketing director or marketing manager, someone from your operations department, and someone from IT.
However, if you also have people like someone from your IT team responsible for security, a content writer to provide all the written text, or any external consultants, that should be made clear in advance. If your site will need to integrate with other platforms, such as your CRM system, you may have an integration manager specifically in charge of overseeing that as well.
It’s useful to designate roles to certain stakeholders, such as project sponsors, product owners, administrators, and so on. This will help you understand who’s responsible for different aspects of the project internally.
If you plan to work with external agencies for things like SEO or branding, it’s important to note that in your brief. This is necessary for the development agency to be aware of as early as possible, because collaborating with other third-parties at different stages of the project requires a lot of coordination.
Certain processes may also have to run differently if other third-party agencies want to be more hands-on or handle some parts of the site themselves. The earlier this is made clear, the more smoothly the project will run.
Technology Preferences
If you have any preference of technology platform or any requirements related to your existing tech stack, that will be something you’ll need to decide early on. For example, would you prefer to use WordPress due to its scalability, or do you have any existing investment in any other platforms?
Think about any preference you have for the various technology choices available, why they’re important to you, and whether your agency will have to tailor their approach to accommodate that.
If you need help understanding and evaluating your options for technology platforms, check out our helpful guide here.
Budget
Try to determine a minimum and maximum budget for your project, even if it’s just a loose range for now. It will help you evaluate agencies, and will also help you prioritise the various aspects of the project as “must have” or “nice to have” in many cases.
Design Look and Feel
This is where your company’s brand comes into play. You’ll want your site to reflect your brand and that will come through in the design. Bring any brand guidelines to the table, and think about what sort of tone or experience you want to convey to your end-users.
If you don’t have any recent brand guidelines and want help updating them, or need to go through a rebranding process, mention that in your brief as well. Design and development agencies will often be able to help you in these areas too, or at least refer you to a trusted partner who can.
User Interface (UI)
How your end-users will interact with your site, and what kind of experience they’ll have, is largely determined by the user interface. When it comes to design and UI, simplicity is usually the best approach. However, depending on the function you’re providing, you might have some specific or bespoke UI requirements.
Consider your target audience carefully here as well. For example, if most of your users will be accessing your site from a mobile device, it’s probably wise to opt for a mobile-first design.
Some other important things to think about here include how you’d like your sitemap to be structured, especially if you have an existing site that you’re already happy with.
If your project will involve rebuilding or migrating an existing site or platform, it will be helpful to gather any existing data sources, such as Google Analytics, that will provide insight into your current site.
Non-Functional Requirements
Non-functional requirements are all the aspects of your site that happen behind the scenes. These are things that allow your site to do its job properly for your end-users, but won’t be evident to those people while they’re using it.
There’s a lot of things to consider with non-functional requirements, so we won’t cover everything here.
Hosting
If you have any specific hosting requirements, such as a preference for a certain cloud-based platform, or a particularly secure data centre, those will be important to identify as early as possible.
Say, for instance, that sustainability is a core value for your business, this could also have an influence on how and where your hosting is managed.
If you have an internal IT team that will be contributing towards the hosting decision, make sure you involve them in the discussion.
Security and Compliance
Security is a growing concern for all businesses today. It’s crucial to think about security as a core component of any web development project, to minimise any potential risks for your business.
If you have someone in your team responsible for security, they should begin to think about issues such as:
Robust security also involves keeping compliant with any specific security or industry regulations that may affect your business. Of course, compliance with things like GDPR should be planned for at this stage too.
Some other common non-functional requirements include things like session management capabilities to track and things like log-in time, session length, pages visited, and so on. Search engine optimisation (SEO) tools, analytics, or other capabilities might need to be built into your site as well.
Accessibility, Usability, and Responsive Design
When it comes to aspects that will make your users’ experience as seamless as possible, such as accessibility, a good agency will ensure all these things are taken care of for you. This is also the case for ensuring all major web browsers, operating systems, and devices are fully supported and compatible. Development should always be compliant with industry standards, taking into account optimum accessibility and usability.
However, if you have any additional or bespoke requirements for any of these things, those will be useful to note early on.
Functional Requirements
The term ‘functional requirements’ refers to everything that your site will be able to do for its users, in terms of its features, functionality, and capabilities.
As mentioned earlier, one of the first things you discussed was what the site will help your end-users achieve. From the perspective of building something your target audience can use, you should start to get a feel for what functionality is required to ensure they can achieve that.
Features
Your features are the things your site will allow your users to do. These can be very simple, or very sophisticated, depending on what you’re aiming to provide for them.
When putting your brief together, think of any and all features and functionality that might benefit your users. Your agency will then work with you to explore these and find the best way to turn that into intuitive, user-friendly features for you.
What to Do Next
Once your team has been through the process of talking through all the points listed above, you should have a very thorough, useful brief to work with. The next step is to take that brief to any introductory meetings you have with agencies and ask them what they think of the project initially.
It’s normal for an agency to ask lots of questions at that stage and really dive into the ‘WHY’ behind all the things you’ve put into your brief. A good agency will even challenge you on certain decisions, to help you determine the best possible way to build what you need.
Once you’ve discussed your brief with an agency, determine which one feels like the best fit. Choosing the right agency is crucial, as it will have a huge influence on whether or not your project is successful.
As mentioned earlier, some agencies will agree to launch into a project without a brief, and that can be extremely problematic. While the main purpose of a brief is to help you and your agency understand exactly what you need, it should also be used as a way to spot partners who may not be sufficiently thorough or conscientious.
Whichever agency you choose, a detailed brief will help you ensure you’re given a fair quote, realistic timelines for completion, and a finished product that meets your requirements and expectations.
More Helpful Resources
If you’re considering a bespoke development project, our related article provides useful guidance to help you choose the right technology platform for your specific needs:
Understanding and Evaluating Enterprise Options for Bespoke Web Development
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Announcement
30 October, 2022
Transport for London renew Cookie Management Contract with SoBold
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.