As technology continues to evolve and advance rapidly, more of our daily lives are taking place in a digital-first context. When marketing your products and services, this means:
- Your target audience now has a shorter attention span, and less patience when browsing websites and services online.
- Your target audience also has more choice of options than ever before when choosing who to buy from.
Modern users demand the same speed and convenience they get from the industry-leading sites and apps they use every day. That means you only have a matter of seconds to make a positive, memorable connection with your visitors.
UX design, therefore, serves as a critical phase within the end-to-end process of web design. This is essentially the practice of creating a website that allows your visitors to complete a process, take an action, or fulfill their need in as few steps or clicks as possible.
Despite its ever-increasing importance, UX design is a process that many businesses, and even many agencies, still struggle to get right.
To ease this challenge, and help you ensure your own website’s UX is designed effectively, we’ve written this article to outline the process in detail. We’ll also provide advice and tips to help you ensure your website can provide your target audience with an experience that drives them towards your desired outcomes.
What is UX Design?
The aim of UX design is to make it quick, easy, and convenient for your visitors to complete a task or process, or follow a call-to-action. Your UX involves everything from functionality, navigation, accessibility, layout, structure, and even the site’s content itself.
Designing your website in a way that’s intuitive and easy-to-use will provide your visitors with a satisfying UX. It’s important to note here that UX design shouldn’t be confused or bundled up with user interface (UI) design. UI design is its own separate phase of the process that comes slightly later.
Understanding the Design Process as a Whole
Research and Planning
Earlier in the overall design process, before you approach the UX, you should’ve gone through a thorough research and planning phase with your design agency.
This is important in ensuring that every decision you make towards your UX and UI will produce a more effective website capable of meeting your business goals and your audience’s needs.
Working alongside your agency, you’ll use this research to define the full scope of your website and all its requirements. This will include the creation of user personas and user journeys. These will help you determine the most simple and efficient flow for your visitors to take through your website to each call-to-action, and this is how your UX is created.
This research will guide both your UX design and UI design processes.
Related reading: Understanding the Important Role of Research and Planning When Designing a New Website.
Visual Exploration
Your agency partner should then produce a set of mood boards that you’ll use to create the aesthetic style of your site in line with your brand. These mood boards help you visualise the way your website will look and feel when built.
This is a precursor to your UI design, and it’s done before the UX phase to ensure the overall style is correct before any more design work is completed.
This is another collaborative process, where your agency should advise you with their expertise and experience from delivering successful website projects in the past.
Related reading: What is Visual Exploration in the Process of Web Design?
The UX Process
Information Architecture
The information architecture of your website is devised by building a sitemap, which is a map of all the necessary pages across your entire website. You’ll likely have an existing one from your current site, but this will probably need updating based on all the new research and strategic planning you’ve done.
From the sitemap, you’ll have a list of all the pages and content required to populate your site. Your agency will then build out a content base framework, noting any content that you need support in developing.
The users’ navigation through the site needs to be tailored to the objectives you’ve set and the research findings from earlier. It also needs to be built in a way that allows for flexibility and scalability later, as your requirements evolve and your business grows.
High-Fidelity Wireframes
Wireframes are used to design the user experience of your website. This is essentially like creating a blueprint of your website’s pages prior to beginning the actual design work, detailing the site’s flow and the users’ journey through it.
These wireframes are used to determine how the user can reach their desired outcome, or reach your desired call-to-action, in as few clicks or steps as possible. Remember, the purpose of UX design is to optimise that journey.
Here at SoBold, we use high-fidelity wireframes that provide a clear, detailed representation of the users’ flow to all calls-to-action. This is directed and influenced by the things we learned in the research and planning phase.
These wireframes are typically built on a standard desktop size, but they can be done on a mobile device screen size if you want your site to be designed mobile-first.
Wireframes are used to create the UX so you don’t get distracted by the visual design when evaluating the user journeys. This allows you to focus completely on the flow and the experience the user will have when visiting your site, without worrying about the aesthetic elements. It proves to be a much more effective approach towards creating an experience that will satisfy your visitors and help you achieve your objectives.
Again, this will be a collaborative process in which you’ll work closely with your agency, providing feedback on the wireframes to ensure they align with your requirements.
Once the mood boards and the wireframes are approved, all that’s left to do is apply the design to the wireframes to bring your website’s design to life. This makes the UI design process very quick and easy from here.
A Quick Word on Accessibility
Accessibility is a crucial aspect of any user experience.
Accessibility refers to how easy and accessible technology is for all users, regardless of their physical ability, location, personal background, or any other factors. While accessibility is primarily a concern for the UI design team, it’s also important in optimising your UX as well. After all, a website that isn’t accessible simply cannot be considered to have a good UX.
If accessibility isn’t included as a core component of your web design process, you should raise this as a concern with your agency.
Here at SoBold, accessibility is a key part of all our design processes, as we believe that all technology must be fully inclusive and equally available to everyone.
Related reading: You can learn all about what it takes to deliver good usability through your website in our related article here.
Finding the Optimum Balance
As touched on earlier, your target audience will be visiting your site with a goal in mind, and the UX is what enables them to achieve that easily.
Of course, you also have business objectives to achieve through your website, which must also be supported by UX design. That creates the need for balance between a UX that serves your visitors and supports your business strategy simultaneously. Your design should also play the important role of directing visitors to the calls-to-action that you want them to engage with.
Finding this balance is a challenge, and one that could have a negative impact if you get it wrong. This is where the guidance and expertise of a specialist agency partner becomes so important. All design is collaborative and iterative, and UX design is all about compromising to find the right balance.
The Business Benefits of Great UX
Finding a design agency you can trust, and investing the time to work with them to craft a truly outstanding user experience, will prove well worth it in the long-run.
UX design is complex, but the right agency can guide you by demystifying the process and helping you make the right decisions at every step. Finding that aforementioned balance between your strategic objectives and your target audience’s best interests can have a transformational impact on the performance of your website.
Providing your visitors with a great UX can deliver a wealth of other benefits as well, not only to the performance of your website but to your wider business too. For instance, a study by
Some of these additional benefits include:
- Boost SEO and brand awareness
- Improve audience engagement
- Reduce bounce rates
- Increase conversions
- Drive more sales through your website
- Accelerate business growth
- Improve customer retention and loyalty
- Gain competitive advantages.
Your UX isn’t Complete Without User Interface Design
The key thing to remember is that good UX design is really just helping your website visitors travel from their entry point to wherever they need to get to as easily and efficiently as possible.
In the UX phase of your project, you need to consider who the user is, what they’re aiming to do, and then determine how to enable them to do that with an intuitive design.
Once your UX design begins to come together, and you’re satisfied with everything, the next step will be for your agency partner to begin to design your user interface.
While UX and UI are separate, they’re also intrinsically linked. They need to work together seamlessly and complement each other in order for your website to be successful.
If you’d like to take a step back and learn more about the overall process of web design, read our related article here.
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- 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.
- 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.
- 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.
- Read our comparison between Sitecore and WordPress here.
- Read our comparison between Umbraco and WordPress here.
- 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.
Announcement
4 January, 2023
SoBold’s 2022 Round-Up
As we’re now into the first week of 2023, this feels like an appropriate time to reflect on what was another thoroughly successful year for SoBold in 2022.
We’re now working with enterprise clients and providing them with excellent website design and development services. We’ve also continued to grow our client base and are proud to have consistently produced outstanding work on their behalf throughout the year.
We’re pleased to have strengthened our presence in the healthcare and financial services industries. Now, we’re looking forward to building and managing more scalable products for our clients in the year ahead.
Our High-Performance Team
The definition of “high-performance” will vary from person to person, and you may have your own idea of what it means to you. For us, as an agency, it means every member of our team holds each other accountable to always perform at the highest possible level, so we can achieve a standard of excellence for all our clients.
We’ve used “high-performance” as a core value of our company since day one, and have worked very hard over the years to build a “high-performance” team. In 2022, this continued to develop and has allowed us to push those standards even higher, which is something we take a lot of pride in.
We were excited to see all three of our business teams grow in 2022: design, development, and operations. Over the past year, we also made a conscious effort to ensure the whole agency is working closer together as a more functional unit, for the benefit of our clients.
As the team has grown, we’ve had to implement more processes, which has allowed us to scale, and will enable us to continue to scale, as we move into the next cycle of our business.
Congratulations to Ivo Georgiev, who’s coming to the end of a successful apprenticeship scheme, which he did with us and the help of QA’s Tech, Digital, and IT Apprenticeship.
The SoBold Website!
In 2022 we launched our new SoBold website. Finding time to do this while continuously delivering projects for our ever-growing client base was a challenge, but one I’m really proud of the team for managing so well. We used this as a beta project to roll out a new SoBold workflow, and whilst there’s still some way to go to perfect this, we’re really happy with how it’s looking on the front-end!
Every member of the team worked on this in some way or another, and we’re already getting considerably more inbound leads and exposure from it.
We’ve been working hard on becoming more active in the online community as well, and this is notable particularly over the last quarter where we’ve increased our marketing. We were fortunate to be interviewed by Cloudways, who are a cloud hosting service provider we work closely with, and you can see this interview here.
Clutch has continued to be a new business driver for us and our profile has gained more exposure amongst the country’s best website design and development businesses.
We’ve also begun producing a selection of in-depth guides and blog articles to help our community more easily navigate the current technology landscape. You can find all that useful content on our blog.
Our Clients
We’re grateful to have worked with so many wonderful people from some brilliant clients over the past 12 months, and have built an array of different sites each with their own unique brief and challenge.
If you’d like to gain insight into the process we follow with our clients for project briefings, check out this recent article, which also includes a helpful brief template.
This is a great chance to showcase below some of the work we’re most proud of in 2022, for a selection of companies who are doing some very interesting things to make positive change in their respective industries:
Built and Live
Jamie and the Jam – Jamie and the Jam conceptualise, create, deliver, and manage beautifully bespoke content for their clients and their audiences.
Amplitude Clinical – Amplitude is a leading UK Patient-Reported Outcome Measures (PROMs) and clinical outcomes platform.
Arenko – Arenko is a market-leading technology provider enabling the clean energy transition.
Dictate.IT – Dictate.IT helps healthcare organisations across the UK and Ireland harness the power of speech to deliver seamless, efficient, and effective document management.
Edgerley Simpson Howe – Edgerley Simpson Howe are specialist out-of-town retail, leisure, and commercial roadside property consultants.
Pippo – Pippo lets you book your GP appointments whenever and wherever suits you.
Common Purpose – Common Purpose offers exceptional personal training in the heart of Mayfair. If you’re looking to start with a new gym or PT in the new year, Common Purpose are your guys to speak to!
Still Waiting to go Live!
Coller Capital – Coller Capital is one of the largest global investors in the private equity secondary market.
Healthlink – Healthlink connects more than 15,000 medical organisations across Australia and New Zealand.
Konnect Net – Konnect Net helps businesses in the insurance and health sectors exchange data in a quick and secure way.
Turvec – Turvec is a bike parking company specialising in designing, installing, and maintaining secure and user-friendly bicycle storage solutions and two-tier bike racks.
There’s also a handful of special clients listed below that want to highlight, either because of the longevity of the relationships or the positive impact our work has made on their businesses:
Kapow Primary
Kapow Primary, whom we’ve been working with since 2018, is now used in almost one third of all UK primary schools, with over 30,000 primary school teachers using the Kapow Primary platform each week.
Our amazing Kapow team has been working on some really inspiring projects over the past few months particularly, and we cannot wait to share more when we publish these live.
You can learn more about our work with Kapow, and how we first started, in our case study here.
Rede Partners
We started working with Rede Partners in late 2019 to help bring their vision ‘RedeWire’ to life. RedeWire is a new interactive online limited partner (LP) portal, providing instant access to Rede’s current fundraising offering.
RedeWire has had a closed launch, so we’re really excited for it to launch to their wider audiences in Q1 of this year.
Transport for London
Transport for London has renewed its cookie management contract with us for a fifth successive year. This highlights not only the great work we’re doing with them, but the importance of the relationship we’ve built with them.
We recently became only the third Platinum Certified Partner with Cookie Bot in the UK and this is a service we believe will continue to grow into 2023 and beyond.
You can learn more about our work with Transport for London here, and you can also read about our contract renewal in our press release here.
Clanwilliam
We’re proud to have been working with Clanwilliam since 2017, and our relationship has flourished each year since then. We initially started working with their Global HQ, before being rolled out across their three divisions Clanwilliam Ireland (site being redesigned in Q1 2023!), Clanwilliam UK, and Clanwilliam ANZ.
We work with over 15 of their brands designing, developing, managing, and hosting their websites. We also work closely with these brands to help them with their branding and print design activations.
2022 saw Clanwilliam take a major shift in their global brand, choosing us to help them rebrand from Clanwilliam Group, dropping the ‘Group’. We worked closely with their Global Brand and Communications Director, Lauren Turner, to help bring this to life.
We all went into the process looking to rebrand Clanwilliam in its entirety, changing the logo and creating a completely new brand. However, we quickly realised the logo was going to stay and the brand needed to change around this.
We uplifted Clanwilliam’s colour pallet and fonts, creating a new brand that much better reflects their company’s values and ambitions.
You can see a more detailed case study about what we did here.
It’s Not All Websites Though!
Our talented Graphic Design Team was busy in 2022 too, across multiple rebrands and supporting various Knight Frank divisions. Some of our Knight Frank work is highlighted here.
We’ve also successfully managed to move all our clients into our Positive Park Hosting environment, which is based in Cambridgeshire. This has meant all our sites are running on a more optimised and bespoke server, tailored to their needs. Our VIP enterprise-grade support at the hosting park has made a positive impact, ensuring all our clients have peace of mind that their sites are secure and stable.
The hosting environment is an eco-friendly data centre that uses 100% renewable energy and is certified by the Green Web Foundation.
You can learn more about our hosting solution on our WordPress Website Hosting service page.
In addition to working with our clients, we’ve also been working hard on improving our processes, becoming more compliant and becoming a more reputable company across the board.
We became ISO 90001-compliant in 2022 and have successfully put our project management systems in place. Our Project Manager, Anna de Moraes, has been instrumental in implementing processes to optimise our workflow, and she’ll continue to drive the business forward into 2023.
We were absolutely delighted to work with Nation.Better to get a Skilled Licence VISA sponsorship as well, which opens up opportunities for us to hire more global talent. This is something as a business we’ve been looking forward to for a while now. Getting this licence and already hiring two people, and giving them the opportunity to work in London, is something we’re really proud of.
We also renewed both our Living Wage Accreditation and Cyber Essentials certification.
2023 and Beyond!
2023 is only going to be bigger and better for us here at SoBold. We have big plans to execute on our hiring strategy and intend to grow the team across all areas of the business. Doing so will help us continue to improve the service we provide to our clients.
We’ll continue to work with key clients in our industry focuses: healthcare, finance, real estate, and SaaS. As we work with more medium to enterprise-sized clients, we’re confident we’ll become more recognised as the High-Performance WordPress agency.
Thanks for reading. We hope you have a great year in 2023!
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Latest from agency
3 February, 2023
What a Successful Bespoke Development Project Should Look Like for Financial Services Businesses
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:
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:
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:
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.
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Digital Business
28 February, 2023
Seven Simple but Effective Tips to Improve the Usability of Your Website
Providing your website’s visitors with a great user experience (UX) is a challenge. Especially for corporate websites that require sophisticated features and functionality, this can be an ongoing struggle. But it’s a challenge you need to solve if you want to stay relevant and remain competitive in today’s digital business landscape.
Usability is the measurement of how easy or difficult your website is to use for your audience. Good usability makes the experience of using your website as convenient and simple as possible for all your site’s visitors.
Despite the obvious value of this, usability is often neglected by businesses when building a website. That could be because you don’t have the time or budget to follow best practices, you don’t have the in-house design expertise, or you simply aren’t aware of just how important usability is today. Whatever the reason, you can’t afford to take the risk of releasing a site with a poor UX.
Understanding the Importance of Web Usability
You’d be amazed by how many websites these days fail to give their users an experience that delivers on their basic expectations. If your website falls in that category, poor usability may have an influence on whether your users adopt or reject your site. This could be the difference between a visitor abandoning a poorly designed page or sticking around and converting to become a customer.
So, how do you ensure your website doesn’t end up on this ever-growing list of failures?
The key is to focus on your users’ needs, and put yourself in their shoes when planning, designing, and developing your site.
Even if your site isn’t customer-facing, good usability is also crucial for internal systems. Employees are users too, and their adoption – or rejection – of your technology will also have an impact on your business.
This is easier said than done, we know. That’s why we’ve provided a selection of tips and advice to help you overcome this challenge.
How to Improve the Usability of Your Website
1 – Keep it Simple
Whenever you’re thinking about UX, always follow the rule that simplicity is best. If a website has a design or functionality that’s complicated, its usability will suffer. Try to keep things as simple as possible at all times.
2 – Nail the Fundamentals
While some design choices, like colour and font, can be argued as subjective, there are certain aspects of usability that are more objective. Getting the fundamentals right will help you ensure you’re delivering great usability.
For example, optimising your site to ensure its pages load quickly, organising your pages with proper headings and sub-headings, making sure clickable buttons and links stand out, avoiding making any text or touch-points too small, even providing clear, useful error messages, and so on.
3 – Adhere to Accessibility Guidelines
Usability shouldn’t be confused with accessibility. Accessibility’s purpose is to make all technology accessible and easy-to-use for everyone, equally, with a significant focus on those with disabilities and other difficulties.
To ensure your website meets the current requirements for accessibility, you need to follow a set of principles and standards known as the Web Content Accessibility Guidelines (WCAG), linked here.
If you’re working with an agency, they should have best practices for accessibility already incorporated into their approach. Make sure you check this anytime you’re evaluating agency partners for a website project.
4 – Learn from Experience
We’re all users of websites, and we all know how it feels to encounter a frustrating UX. Use your own experience of this to try and build empathy for your users and what they might like and dislike. Any time you come across a website that gives you a bad experience online, make note of this and ensure you don’t allow similar problems to creep into your own site.
5 – Don’t Make Assumptions
While the previous point is important, it’s also crucial to realise it’s not enough. Using your own experience will only get you so far and, in some cases, it could even cause additional problems.
Remember that usability is dependent on delivering for your target audience’ personal preferences when interacting with your website. It’s always risky to assume you know how your users think and feel.
Don’t make decisions about design and functionality without considering who the target users are and what they need from their experience. This leads us nicely into the next point.
6 – Test With Real Users
It’s always necessary to test the usability of your site with real people who are part of your target audience. The best way to ensure your website will provide a great UX is by asking real-life users to test it out, collect their input, and put that feedback into the final version. This is known as usability testing, which is a phase of the design and development process that every successful project requires.
7 – Know When to Ask for Help
All of these tips are helpful to be aware of, but for the average business they can be daunting and difficult to put into practice. That’s why the majority of large businesses with outstanding websites have worked alongside a specialist agency partner with expertise in user-centric design. To ensure your site has great usability, it’s often necessary to find the support of an agency who has proven experience delivering similar projects successfully.
Usability Should be a Priority
Usability is crucial to the success of any website, but it’s something most businesses are still struggling to get right. Ultimately, though, your users are the ones who will determine the success or failure of your investment.
You have to put yourself in their perspective when designing and developing your site, and that includes getting real people’s feedback and approval. Only then will you create something that meets your target audience’s expectations for speed, convenience, and simplicity.
If your website provides a clunky or frustrating UX, most users today won’t hesitate to go elsewhere rather than waiting around to complete their task on your site. If that task in question is purchasing a product or service, you’ll see that poor usability will eventually begin to have a negative impact on your business.
Following the tips and best practices listed in this article will help you avoid that trap and create a UX that’s better than most websites. Doing that will begin to drive positive outcomes like greater adoption rates, improved customer retention and loyalty, and a stronger return on investment.
To continue learning with a deeper dive into the topic of web usability, including more insight into its principles, additional guidance on design best practices, and current trends and future predictions, read our related article here.
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Industry News
12 January, 2023
WordPress vs Drupal – Comparing Both Content Management Systems
There are plenty of similarities between WordPress and Drupal. That can make it particularly hard to choose between the two if you’re tasked with finding a new content management system (CMS) for your business. But when you’re about to invest in a new CMS, it’s an important decision that needs careful consideration.
After all, your CMS will be the platform upon which your website is built, and the influence that will have on your business growth and success today shouldn’t be underestimated. With that in mind, it’s crucial to find a platform that aligns with your specific requirements and enables you to achieve your strategic objectives.
To help you gain a clear understanding of the differences between WordPress and Drupal, and decide which one is better suited to your business, we’ve provided this helpful side-by-side assessment.
This article is part of a new series where we’ve explored direct, objective comparisons between some of the leading options for CMSs. In the third article of this series, we’re looking at Drupal and WordPress. You can find links to the other articles in this series at the bottom of the page.
Approachability and Ease-of-Use
A CMS is a big investment, and so you’ll want to begin getting good use and value from your platform of choice as quickly as possible. Like any type of software, though, some platforms are more approachable for the average user, while others will require you to have some previous experience to get going.
How Approachable is Drupal?
Drupal is aimed at users with some prior coding skills or content management experience. If you have technical skills at your disposal, Drupal can provide great functionality once you’ve put some time and effort into setting everything up.
For non-technical users, however, working with the platform and getting comfortable using it can be a long-term process. It’s an advanced CMS that doesn’t offer much in the way of straightforward usability “out-of-the-box” unfortunately. If your team is made up of non-technical users and beginners, this might not be the best platform for you.
Even if you work with a web development agency to help you get everything set up and tailored to your preferences, the complexity of the code will make their project timelines and costs higher than the average CMS.
How Approachable is WordPress?
WordPress is very approachable for anyone, even beginners without any previous experience using a CMS.
Simplicity is one of WordPress’s greatest strengths, and many would argue that elevates it above all its peers.
This usability allows you to get up-to-speed immediately with a very fast time-to-market for your site. That means you’ll begin to achieve a positive return on investment (ROI) much quicker than most other platforms. Almost everything you need to build and manage your website will be readily available when you first begin using WordPress, making it more approachable for the average user than Drupal.
As it’s such an intuitive platform, pretty much anyone in your team will be able to use WordPress. That will make it easier to handle the daily management and running of your site as a shared responsibility.
Functionality and Customisation
As touched on above, you should be looking for a platform that you and your colleagues will be comfortable using on a daily basis. If you don’t like the way a CMS functions, you should remove it from your shortlist of options.
While Drupal and WordPress are similar at first glance, with the same fundamental functionality of a CMS, there are some unique features and capabilities that differentiate them. There’s also a wide range of ways to customise them to your own liking.
Working with Drupal
While the complexity mentioned in the previous section does require considerable time, effort, and money to get past, once you’ve got there you’ll likely find Drupal is a good CMS to use for building and editing your website.
Drupal’s user interface (UI) is fairly easy to get used to. You can publish, edit, manage, and organise content with flexibility, adjusting your page structure and site navigation. You can also lean on a large library of website themes and modules, which are additions similar to WordPress’s plugins, to tailor your CMS to your own unique specifications.
Working with WordPress
As a CMS, WordPress’s simple, intuitive functionality allows you to seamlessly launch and manage your site. It’s very convenient editing content on a page-by-page basis with WordPress with its block-based design. This allows you to create quality content from day one, with the freedom and flexibility to make adjustments to the platform as and when you require.
WordPress also allows you to customise it as well with a vast selection of plugins and themes. The difference between WordPress and other CMSs, though, is that there’s not much you’ll need to change about it out-of-the-box before you can begin using it comfortably.
Because it has a lower cost and faster time-to-market, it will free up more time for you (or your agency) to focus on higher value work, like differentiating your site from competitors or developing personalised content for your customers.
Platform Security
When writing down the criteria that you’ll use to select your CMS, security should be one of the first things on that list. Threats to cyber security and data protection are increasing by the day, for businesses of all sizes across all sectors, so it’s crucial to ensure you select a secure, trustworthy platform.
How Secure is Drupal?
One of the major advantages of a CMS that’s aimed at those with web development skills is that the users of Drupal work hard to ensure the platform is highly secure. Drupal regularly receives security updates and additional reinforcements to protect the platform.
Of course, you still need to test thoroughly and continuously double-check there are no vulnerabilities in your system. This is usually the responsibility of your agency, and a good partner should always prioritise security at the core of any development project.
How Secure is WordPress?
WordPress is a secure platform, but some still carry the misconception that it isn’t suitable for large businesses. To find evidence of its enterprise-grade security, though, you only need to look at the number of organisations using WordPress as their CMS of choice today.
Still, there are some potential vulnerabilities that are important to be aware of. For instance, be careful when adding plugins to your WordPress platform. As WordPress runs on open-source software, some developers will inevitably release plugins that aren’t secure, so you should only use plugins from reputable sources.
When you do use plugins, you’ll also need to test them thoroughly and keep them updated, and ideally have them working alongside security-specific plugins such as WordFence. These are issues that a good agency partner should be well aware of and handle for you.
Security is also influenced by the hosting environment of your platform. You can reduce your security risks further with WordPress if you find a trustworthy, well-managed hosting partner to look after your system.
The Global Communities
An active community of developers is a valuable asset for a CMS to have. This is a selection of dedicated users who work hard to contribute to growing and improving the platform, either by releasing new updates and plugins or fixing bugs in the software’s code.
For businesses like yours, the community could make the difference between having a small issue resolved quickly or growing into a big problem. Communities also provide resources to learn more about the technology, to further develop the digital offering you provide to your customers.
Drupal’s Community
Drupal has a fairly niche, but very passionate developer community supporting it. The size of Drupal’s community is considerably smaller than more popular platforms like WordPress, mainly because of that higher degree of coding skill required to use the CMS easily.
However, that doesn’t detract from the level of support or added value you’ll receive if you do opt for Drupal. New themes, modules, and updates are often released to contribute to the quality of websites that can be built on the platform.
WordPress’s Community
Most of what’s been discussed as strengths of WordPress in this article can be put down to the hard work of the community adding to the software.
WordPress’s community is truly global, with millions of users regularly producing innovative new themes and plugins that your business can pick up and begin using with ease.
No matter what issues you run into with your WordPress site, there will always be help readily available from the community.
WordPress users are renowned for their events as well, with free meet-ups and conferences often held to help users learn more about the technology. WordCamp, for example, is a non-profit event that has been run by the WordPress community since 2006 across several continents. WordPress also hosts an annual event called WordPress accessibility day, designed to help increase awareness of the importance of accessibility in modern technology.
The Cost and TCO
Another important aspect of your evaluation will be the cost of your CMS, and its long-term total cost of ownership (TCO).
The platform you choose will need to deliver good value for money and a strong ROI. How easily you can achieve these will vary depending on the CMS and how well it aligns with your business’s requirements.
Drupal’s Up-Front Investment and Ongoing Costs
Drupal is an open-source platform, which means it’s free to use. In most cases, Drupal is a good option in terms of value when compared to other CMSs.
You’ll only need to worry about costs like agency fees for development, your platform hosting, and post-deployment testing and maintenance.
However, the aforementioned complexity of Drupal often causes agency work to be more costly and time-consuming than it would be when working with platforms like WordPress. From basic set up and development to customisation, it’s possible your TCO will continue to grow over the years the longer you’re working with Drupal.
WordPress’s Low Cost and TCO
WordPress, on the other hand, is a very cost-effective solution with a much lower TCO than with Drupal.
It’s another open-source platform with no license fees, and you’ll rarely need to add on new features or capabilities because it comes with so much “out-of-the-box” already.
WordPress development is more simple and affordable, as are its maintenance and support. As mentioned earlier, the fast time-to-market helps you get a high quality website launched quickly so you can begin seeing ROI almost immediately.
Understanding the Role of an Agency
The role of an agency has been mentioned several times throughout this article. That’s because most businesses with a great website will have worked with an agency partner with platform-specific skills to help them bring their vision to life.
An agency can support you with hosting, design, development, maintenance, security, and updates, each of which can be highly complex and challenging to handle alone.
Therefore, it becomes even more important to consider how easy your CMS is to work with, not just for you and your team but for your development agency as well.
With a platform like Drupal, that has a reputation for being difficult and time-consuming to work with, agency projects are likely to be quite a big investment, and an ongoing one at that. WordPress is a platform that’s far easier to work with, meaning that the cost of releasing a quality, secure website will be much more affordable.
A CMS becomes far easier to use when you find an agency with the experience and expertise to help you gain as much value from the technology as possible. Whichever platform you choose, you’ll find it easier to achieve positive ROI if you have a specialist partner supporting you.
Deciding Between Drupal and WordPress
Both WordPress and Drupal are perfectly good options for most businesses looking for a new CMS. While there are strengths and weaknesses to consider, the most important thing is to keep your business’s specific needs in mind.
Make sure you’re clear on your strategic objectives, unique requirements, users, budget, and other factors to inform your decision. Once you’ve done that, use the comparisons in this article to see how each CMS lines up against what you’re looking for. It should then become evident which platform is more suitable for you.
If you need more help in your evaluation of the various CMS options:
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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.