The type of hosting environment you select will have a strong influence on the success of your website. It’s important for you to find a secure, scalable web hosting service that you have 100% trust in to deliver high-performance at all times.
To simplify the options available to you, this article will break down the various types of web hosting services, and explore the non-negotiables we believe you should be considering in your criteria when making your decision.
The Fundamentals of Enterprise-Grade Hosting
Some of the most important things to look for with your hosting environment include:
Security – Cyber security is obviously an essential priority, and this should be top of your list of criteria in the current climate.
Performance – Your hosting environment should be set up in a way that makes your site capable of handling large surges of traffic.
Scalability – As your business grows, it’s likely that your site’s audience will grow. You need a hosting provider with the capacity to scale your services seamlessly to meet your needs, both now and in future.
Resilience – It’s important to ensure your hosting infrastructure is robust, and that it can gauruntee you certain performance levels and up-time.
Support – If anything does go wrong, you need to be assured that you have a quick, efficient support service in place to get your site back up and running as soon as possible.
Sustainability – With sustainability a growing priority on the corporate agenda, the carbon footprint of your data centre may be another important factor in your decision.
Option 1 – Shared Hosting Services
Shared hosting services can provide you with a basic secure server for your website. However, as the name suggests, these servers will be shared with a large number of other businesses. You won’t have any dedicated server of your own with shared hosting.
This approach does have some advantages, particularly in the area of cost. These shared hosting environments can cost as little as £1,000 per year. However, the down-sides to this often outweigh that cost benefit.
In many cases, the low cost of shared hosting services can often be reflected in the performance levels. This is because, with such a high volume of websites hosted on the servers, your performance has no protection if other sites are experiencing high volumes of traffic.
It’s also likely that you’ll only have access to limited support services when any issues arise. Many of the shared hosting options will have a ticketing system for support, where you’ll be at the mercy of the number of requests ahead of you in the queue. This could result in your website being ‘down’ during times where it’s business-critical.
Option 2 – Private Servers with Shared Hosting Providers
Most shared hosting providers will offer the option of having your own private server for an extra cost. This is often referred to as a VPS, which stands for virtual private server.
Rather than sharing a server with thousands of other businesses, you’ll only be sharing with a few others. While this is significantly better than the regular shared hosting options, you can still end up facing similar problems with performance and scalability.
This is another cost-effective approach, though, with some improvements over standard shared hosting. If you rely on an agency to set this up for you, they’ll likely put their smaller clients on a shared VPS and give their larger clients their own dedicated servers to minimise any potential problems.
Option 3 – Enterprise-Grade Private Web Hosting
Often the most reliable and trusted approach to take is to have your own dedicated server, which comes with a wide range of additional benefits.
With this option, your website is placed on its own private server in the cloud, managed by a dedicated team of specialists who offer personalised, hands-on support and ongoing optimisation.
Security
Enterprise-grade security should be a core part of the hosting service you choose, regardless of whether it’s private or shared. However, you’ll be guaranteed far greater security, with drastically reduced risk, when you work with a private hosting service.
For instance, a hosting provider should offer robust protection for your site, including:
- Configured firewall options, IP access lists, and anti-phishing attack technologies
- Full responsibility for rapidly patching OSes and libraries
- Long-term-supported Linux distributions for maximum security.
Of course, compliance and certifications are another crucial aspect of cyber security these days. While some shared hosting providers may have the basic levels of compliance in place, most private hosting services will boast:
- Compliance with ISO 27001/PCI-DSS/TIA-942
- A 100% pass-rate for any data centre audits
- 24/7 data centre staffing with experienced engineers and specialist security teams
- Document review services for your external audits
- Bespoke consultancy available if you have any major certification requirements.
Performance
When taking this approach, you’ll receive your own bespoke service and will be provided with a hosting environment tailored to your specific requirements.
This will optimise everything included in your hosting package, from your preferred caching, loading speeds, performance requirements, up-time, and more.
You’ll also be able to set up a content delivery network (CDN) to make your website faster and more readily available to all visitors around the world.
Scalability
Private hosting gives you the capacity and flexibility to scale seamlessly anytime your website’s traffic increases, or if you have peak times for traffic.
This is an intelligent way to future-proof your investment, with the confidence that your website’s performance will be consistently excellent as the size of your audience increases and your site expands. This also applies to situations in which you need to scale unexpectedly due to short-term increases in demand, ensuring business continuity is always maintained on your site.
Resilience
Private hosting providers have guarantees for their resilience, and for your site’s up-time, covering all possible bases. This even counts for unusual scenarios like floods or fires.
It’s wise to look for a provider who offers back-up and disaster recovery services for the maximum resilience.
Back-Ups: Managed back-up services provide you with a tailored regiment, alongside rigorous testing, for guaranteed restorability.
Multi-level back-ups are taken for you, both locally and remotely, to minimise risk. You’ll also be able to choose from a range of replication technology options for your load-balancing and various fail-over scenarios.
Disaster Recovery: Private hosting providers will also use disaster recovery measures, such as geographically-distributed platforms and back-up data centres, providing you with full assurance that your performance and up-time are always maintained.
Your primary hosting platform will be replicated to a disaster-recovery platform, which means that if the primary data centre is ever out of action for a prolonged period of time you can fail-over to the back-up systems.
While the more basic hosting services can take days to recover in similar situations, which could result in losses of business and even reputational damage, disaster recovery can often be done in a matter of minutes with a private hosting environment.
Support and Optimisation
Trust and confidence in your provider’s ability to deliver on your requirements are a vital part of your hosting service.
It’s highly beneficial to take an approach that gives you – or your agency partner – a close working relationship with your hosting provider. Availability and accountability are much greater with a private hosting service than with a shared approach.
A close working relationship provides other advantages as well. For instance, anytime you want to make upgrades to your hosting environment, they can analyse your traffic and identify the best time and date to do that with minimal disruption.
This is all part of collaborating with your agency and hosting provider, so they understand your unique business and tailor your hosting services. This is all done based on the conventions of your target audience and your specific requirements to deliver the best possible service.
In terms of support, private hosting providers will have powerful automation tools to proactively, continuously monitor your environment. That allows them to resolve the majority of issues before they’re able to have an impact on your site.
This can also involve 24/7 custom alerting systems, as well as a fully customisable monitoring portal, and multi-channel systems to alert engineers rapidly in the event of any problems.
In terms of your overall service with an enterprise-grade private hosting provider, you should also expect to gain:
- A fully-managed service provided by a team with decades of experience
- Round-the-clock, hands-on assistance, 365 days per year
- Deep technical understanding and expertise
- Proactive support from dedicated engineering teams and account managers
- High-level consultancy, including advice on new projects and technologies.
Sustainability
If your business has sustainability as a priority or core cultural value, then this is another reason to opt for a private hosting service. While it’s not impossible to find shared hosting services with carbon-neutral data centres, it’s much less common.
Sustainability is also a key focus for us here at SoBold as an agency. As a result, we’ve worked hard to ensure we have an environmentally-conscious, carbon-neutral service offering.
The Verdict?
Having a fully dedicated, bespoke private server is usually the preferred choice of web hosting services. This is due to the unmatched levels of security, scalability, and performance that come with private hosting providers.
Of course, it’s important to note that this does also come with a higher cost than other options. However, the benefits and trust gained through their strengths in these key areas ensure strong ROI.
Not only do their flexibility and optimisation provide you with a high-performance website set up for success, but enterprise-grade security and resilience will also minimise your risk and save you significant costs in the long-term.
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- In-depth research and careful planning
- Visual exploration and mood boards
- User experience (UX) design
- User interface (UI) design.
- 1,920px – For most external computer monitor sizes
- 1,366px – For most laptop screen sizes
- 992px – For most Notebook and iPad devices
- 768px – For most other tablet devices
- 375px – For most smartphones.
- Design
- Development
- Quality Assurance Testing
- Migration and Launch.
- Strategy
- Website Data
- Target Audience
- Industry Landscape
- Competitors.
- 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.
Development
10 July, 2023
Headless CMS Explained: Understanding Whether Headless is the Right Approach for Your Website
Making the best possible choice of content management system (CMS) is crucial for the success of your website. But, these days, not only do you have to navigate the many different options – from WordPress to Sitecore to Webflow – you also have the added challenge of deciding whether to go “headless” or not.
Whether to take the less conventional headless approach with your CMS is a decision that could cause some confusion. It could even cause some challenges with your website if you end up making the wrong choice.
In this article, we’ll help you understand exactly what a headless CMS is, when you may need to take that approach, and highlight some key considerations to make before finalising your choice.
What is a Headless CMS?
With a traditional CMS, the back-end and the front-end of the system are directly linked. This is how you use your CMS for both the content management (back-end) and to control how the content is presented to your website visitors (front-end).
In this context, the back-end of the CMS is sometimes referred to as the “body” and the “head” is the front-end. In a headless CMS, that front-end is decoupled from the back-end of the system, hence the term headless. With this approach, you use the back-end as normal for content management and the presentation of content in the front-end is handled completely separately.
This is valuable because it allows you to design your website front-end however you like, without any restrictions. However, it also requires more technical work from your development agency as a trade-off.
With a headless CMS, your content is presented to your audience on your live website by using APIs that take it from the back-end of the CMS. This use of APIs also allows you to publish the same content in a variety of different formats via different channels as well, but more on that later.
Scenarios in Which You Might Need a Headless CMS
It’s important to understand that you should only take a headless approach if it’s the most suitable way to meet a specific set of requirements or objectives.
Some scenarios in which you might need to take a closer look at adopting a headless CMS include:
If a large volume of content is a key component of your marketing strategy.
If you’re going to be producing and publishing a lot of content on your website, you may benefit from a headless CMS. Many people find it easier and more intuitive managing websites in the back-end of a headless CMS.
The decoupling of the front-end also means that your development agency will be the ones responsible for ensuring your audience is presented with dynamic, engaging content.
If you expect to have high volumes of traffic and need to maintain performance.
If the size of your website’s audience will put a heavy demand on your CMS’s performance, a headless system could be a worthwhile investment. Using APIs, and leveraging other intelligent techniques, the headless approach often delivers faster loading times, reduces the workload on your servers, and offers greater scalability.
If you have a multi-channel marketing strategy, or need to publish content across multiple digital touch-points.
The headless approach allows you to take one piece of content, upload it into the back-end, and seamlessly publish it across several channels, including website, mobile app, social media, email, and even internet-of-things (IoT) devices.
This can help you maximise consistency, while providing your users in each channel an experience optimised for their preferred context.
If you’re prioritising personalisation.
As personalisation is becoming much more important in modern marketing, headless CMSs are becoming more popular in enabling those tactics.
If you need to create personalised experiences for your website visitors based on their demographic data, past behaviour, preferences, and so on, a headless CMS may be the right option. This is a useful approach for delivering tailored content to individual visitors, improving your engagement and increasing conversions.
If you have a multi-lingual or multi-regional website.
Delivering the same content to visitors in different languages, across different locations, can also be made easier by using a headless CMS. Your localisation process can be streamlined by managing the content for all users just once in the back-end, then delivering it seamlessly in its different forms based on location or other conditions.
Key Considerations and Potential Pitfalls
While a headless CMS can be a great choice to deliver on the requirements discussed here, it’s still not a straightforward decision in these scenarios.
Firstly, it’s important to note that a traditional CMS like WordPress can still help you achieve all the things listed above, especially with the support of an experienced, talented agency. Secondly, there are some downsides to the headless approach that need to be considered while you’re evaluating your options.
Security
Security is an issue that needs careful consideration when looking into the headless approach. The headless architecture, and use of APIs, create more security vulnerabilities than you’d have with a traditional CMS.
It’s also common for a headless CMS to require more hands-on management in key areas such as hosting and compliance, as well as more thorough and frequent testing.
Development Complexity
When you ask your development agency to build, manage, and maintain your website using a headless CMS, you’re asking them for more complex work than they’d be facing with a traditional system. This complexity is something you need to be aware of, both in your selection of an agency capable of delivering your requirements, and in the additional workload you’re asking them to complete for you.
Time-to-Market
Following on from the previous point, more complex development work often results in a longer time-to-market for your website.
Developing a website using a headless CMS may require more time and resources from your agency to deliver the work for you. If you need to get your site up and running quickly, or if you may require future development work to be delivered quickly, a regular CMS may be a safer bet.
Technical Skills
Publishing content with a headless CMS may be easy, but if something goes wrong, or you need something changed, you’re unlikely to be able to do it yourself. A headless CMS requires more technical skills and development experience to maintain than a traditional CMS, even for small tasks. If you don’t have these skills in your team, you’ll be more reliant on your agency partner than you would be with a normal CMS.
Total Cost of Ownership
All the points listed here will add up to a higher total cost of ownership (TCO). When accounting for the higher volume and greater complexity of work you’ll require from your agency, you’re likely to spend a lot more of your budget on a headless CMS.
Unless you have specific complex requirements that demand the use of a headless CMS, it’s usually the more cost-efficient option to go with the more traditional approach.
Content Strategy
With all that said, it’s also important to consider whether a headless CMS is even necessary based on your content strategy.
Unless you have an intricate, wide-ranging content strategy that spans various channels and platforms, it might not be worth adopting a headless CMS at all.
Most of the requirements you have can likely be delivered by working with a reliable agency partner using a sophisticated, flexible CMS like WordPress.
It’s also important to note that WordPress can be used in a headless context as well. This offers you a balance between a familiar, easy-to-use system and a more dynamic UX for your visitors in the front-end.
The Benefits of a Headless CMS
If you do decide to take a headless approach, your CMS can deliver a wealth of benefits and strategic advantages. These include:
Scalability
The headless architecture will enable you to build out your digital presence rapidly, on a large scale, across multiple channels. This scalability will be crucial for your website as your business grows and your requirements evolve.
Customisation
Both the back-end of your headless CMS and the front-end presentation of your content are entirely customisable, tailored to your specific requirements.
Flexibility
Headless CMSs provide a great deal of flexibility in terms of your selection of technology, content creation, and implementation of a multi-channel market strategy.
Ease-of-Use
If you work with a skilled agency partner who can set up and manage your system for you, publishing and editing content with a headless CMS becomes quick, easy, and efficient.
User Experience
Delivering your content seamlessly – and consistently – across a wide range of channels and digital touch-points creates a far greater UX for your target audience.
Performance
The headless architecture removes the need to render pages on your server. This creates the faster loading times and improved performance discussed previously, which also contributes to a better experience for your visitors.
Competitive Differentiation
As mentioned earlier, the headless approach allows you to create a truly unique UX. In an increasingly crowded, noisy online landscape, this can help you differentiate your website and stand above your competitors.
Future-Proofing
A headless CMS allows you to easily change or upgrade the technology you use for your front-end without having any impact on your back-end. This will help you become more agile and adapt quickly as new technology trends emerge in future.
Making the Right Decision for Your Unique Requirements
Ultimately, you should base your decision here on the specific requirements you have for your website and the circumstances you find yourself in.
While a headless CMS does offer a range of innovative capabilities, the additional costs and resources you’ll need to invest may not be worthwhile. For example, the traditional use of WordPress can provide you with most of the benefits discussed earlier.
Carefully consider your objectives, your strategy, and the resources you have available. Use those to weigh up all the pros and cons listed in this article in relation to your own website project.
The key thing is to clearly understand exactly what you need from your CMS, and use that to select the option that aligns best with your requirements.
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UI Design
17 May, 2023
Preparing Your Website for Development after the Design Phase
The end-to-end process of web design is made up of a number of different phases that should all inform and complement each other.
When working with a web design and development agency, they should use their expertise and experience to guide you through this process, which consists of:
Once you’ve completed each of those phases and you have a design that you’re proud of, your agency partner will be tasked with preparing your website for development.
This article will explain the process of preparing a website for development, helping you understand what’s involved, what to expect, and how to approach it.
Designing Your Website Across Different Break-Points
In a recent article, we explained how the purpose of your UX is to help your visitors complete a task or process on your website as easily as possible, ultimately leading them to follow a call-to-action.
Your UX is brought to life by your UI, which includes all the visual and interactive elements of your website, from colour and font to buttons and scrolling.
Towards the end of the UI design phase, the next step will be to roll out your designs across a number of break-points.
Break-points are the screen sizes of devices that your design will fit within. This allows your website to be designed as responsive and optimised for use across a wide range of different devices and channels.
This is important because certain aspects of your site may not translate down perfectly across different screen sizes.
Here at SoBold, we design sites across the following break-points, but this may vary from agency to agency:
If you want your website to be designed as mobile-first, it’s important to raise it at the beginning of the project so your agency can create your wireframes in that context. However, you should only ever make that decision based on real data regarding your target audience’s preferences.
In this case, your agency should work with you to conduct some additional research and determine the best screen size for your particular audience. This will ensure the UX designers work with the right starting point for your high-fidelity wireframes.
A Thorough Hand-Over from Design to Development
This phase of a website project involves a process that takes a lot of careful work and close collaboration between the different teams within an agency.
Here at SoBold, we make a point to ensure the design team talks the development team through all the work they’ve done on your mood boards, UX design, and UI design in detail. This includes explaining the decision making process behind everything they’ve designed.
While a lot of agencies will just hand the designs to the developers and ask them to start building, we believe this is something that should be treated as more of a team effort. Doing so as a core part of our process has proven to add tremendous value to the work our clients have received in recent years.
It’s beneficial to the overall project for the developers to fully understand why the decisions have been made about the designs. It’s also important that they’re given a detailed run through of what they’re building within the context of the whole site.
For example, there may be a fairly complex block which is built early on in the development process. If the developers are made aware that slight variations of this same block will be used several times throughout the site, they can save valuable time and work more efficiently by repurposing the first block when it’s first built.
This hand-over is crucial in ensuring the development process runs smoothly, providing you with a high-performance website that meets your expectations, delivered on time and within budget.
A Well Designed Website Ready to Be Built
After the hand-over is complete, your agency will be able to export all your design assets and the developers will begin building your website.
While web design may seem straightforward when explained like this, in reality it’s a complex process that requires a great deal of specialist skills and expertise. That’s why it’s so important to have the support of an agency partner you can trust and rely on to guide you.
Working with a talented agency will ensure you’re able to create a unique design that will resonate with your target audience and help you achieve your strategic business goals through your new website.
Keep an eye out for our upcoming blog series where we’ll walk you step-by-step through the web development process, making it far more approachable and easy to manage for you.
If you’d like to discover how generative AI technology is transforming the web design and development space, read our recent article here.
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Latest from agency
3 August, 2022
Celebrating 3 years with Leonardo Esposito
A fresh-faced Leo joined SoBold in August 2019, with a big booming smile and speaking in broken English. It was immediately clear how driven he was to learn and pick up new skills and it was a no-brainer to offer him a job to join our development team.
For much of his first year at SoBold, Leo was glued to Google Translate to try and properly understand the tasks he had been set, but each and every time the output of his work would be the same, outstanding.
As Leo’s English picked up, as did his confidence and skill-set and he made it clear that he wanted to focus on Back-End Development and he really wanted to take SoBold forward. Leo championed innovation in our development approach and much of the workflow we do today has been driven by Leo’s desire to set the highest of standards.
He is a key figure at SoBold and we are very fortunate to have him.
We caught up with Leo to find out more about what he get’s up to in his day-to-day life!
At what point in your life did you decide to become a developer?
During middle school, I tried to learn how to make games, which led me to development. I started exploring different languages and realized I really liked learning the syntax of as many languages as I could. Eventually, I got into web development, and since then I have tried to expand my knowledge of web development languages, trying out new frameworks, and both front and back end sides.
Describe your typical day
As of now I’m trying out double gym days, which means an early wake up (5.30am), gym at 6am, and finishing at around 8am. Then I go to work, have my day, and when I finish I go home and back to the gym. When I get back home it’s circa 8.30pm, so I have dinner, watch something on Netflix (not too much otherwise I end up snacking), then go to my room, and if there’s time and I’m not too tired I play piano, otherwise I go to bed ready to do it all again.
What’s your favourite project to date
Favourite project to date is Rede partners
Any advice for junior developers?
Never stop learning, be curious, and be always ready to challenge yourself, and question what you do. Change your way of doing things if someone else out there is doing it better.
If you had to change careers what would you do instead?
Theoretical Physicist or Volleyball coach
What was your most recent challenge and how did you overcome It?
Hit a plateau in terms of motivation, but managed to overcome it by getting less on my plate, and focusing on meaning, eventually, it became better.
What’s your favourite thing to do outside of work?
Workout, play music (piano, guitar), play video games (fav ones are Skyrim, Horizon Forbidden West and Fallout)
How do you think the designer/developer relationship could improve?
The main thing is communication and chemistry, once those are there the relationship improves by itself.
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UI Design
18 April, 2023
Exploring the End-to-End Process of Web Design
Summary
In this article, we’ll outline the end-to-end steps of what takes place in a thorough user experience (UX) and user interface (UI) web design process and discuss what modern web design requires to be successful.
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You may have read our in-depth guide to creating a brief for a web design and development project. A brief can be used to capture all your ideas and requirements before discussing your project with any web design and development agencies.
Once you’ve completed your brief, and evaluated your options for agency partners, you’ll be ready to launch into your website project.
An end-to-end website project is typically organised into phases, which will usually be structured as follows:
We’ve provided a detailed breakdown of these phases in a recent series of articles. This series is intended to give you a clear understanding of the full end-to-end process involved when working with an agency to design and develop a website. This will help you remove any apprehension heading into this kind of project and set you up for success.
The Current State of Web Design
“Design is not just what it looks like and feels like. Design is how it works.”
Steve Jobs, Co-Founder and former CEO of Apple.
While web design does focus on the visual aspects of the site, there’s a lot more to it than just the aesthetic elements like colour schemes and typography.
Web design is a complex blend of branding, user experience (UX) design, user interface (UI) design, graphic design, content creation, layout and structure, accessibility, and much more.
The design of your website needs to be visually attractive but, more importantly, it also needs to be simple and easy-to-use. Your website needs to find the perfect balance between supporting your strategic objectives and serving your clients with a seamless experience. Of course, that’s much easier said than done, which is why it’s so important to find an experienced partner you can trust to guide you through the process.
Outlining the Web Design Process
Phase 1 – Research and Planning
The phase that underpins EVERYTHING!
A good agency will have absorbed everything in your project brief. They should also have worked hard to understand your perspective and your requirements from your website, before you’ve even agreed to work together.
Once you’re preparing to launch the project, the research and planning phase will then go beyond that initial information gathering exercise.
The objective of this phase is to define the full scope of the website, including its design, its features and functionality, its content, and everything else involved.
Your site will be discussed in extensive detail, and then research will be conducted into some key areas that will inform your design and development, such as:
Whether you’re making small updates to an existing design or completely rebranding your business, it’s equally important to use this research to inform every decision you make. That’s because every element of your site’s design must be made to support your business goals and serve your target audience with a great user experience (UX).
This research and planning phase is essential in enabling you and your agency partner to do that.
Phase 2 – Visual Exploration
This exploratory phase involves defining the most appropriate and effective visual direction to take with your site.
The main tool used to help determine the right visual identity for your website is a set of mood boards. These are a visual compilation of different options for colour, typography, structure, images, and other visual components that are used to tell your brand’s story through your website’s design.
A good agency partner will usually present around three mood boards to help shape the direction, then collaborate with you to narrow it down to one final version.
Visual exploration, like most processes within web design and development, will be collaborative and iterative. You’ll be presented with ideas by your agency partner, then given the chance to provide feedback across several rounds of revisions.
Phase 3 – User Experience (UX) Design
The UX design process is the phase in which you work with your agency’s UX specialist to create a blueprint of the website functionality.
This involves creating wireframes (either low-fidelity or high fidelity) that help you visualise the design and outline your website visitors’ flow through the pages into your main calls-to-action. This is the way the website’s design works strategically to drive outcomes that align with your business goals.
This phase takes place before working on the site’s visual design to ensure the two separate aspects complement each other.
Phase 4 – User Interface (UI) Design
From there, your user interface (UI) will be designed. The styles, fonts, and look and feel of the site from the mood boards will be applied to the wireframes.
Your agency will likely present you with a design for your homepage before moving on to the rest of the site. This will typically be done on a desktop screen size, but it can be done on mobile if you want to take a mobile-first approach. Once this is complete, it will then be designed across the relevant breakpoints.
After completing this process, your agency partner will be ready to enter into developing your website.
Making Complex Processes Simple
As technology continues to become more advanced, more and more of our daily lives now take place in a digital-first context. This means:
In order to succeed, your website’s design requires careful planning, research, and a strategic approach if it hopes to meet the demands of the modern client.
Working with a specialist design and development agency is a proven approach to ensuring you gain a website that meets your requirements and delivers on the expectations of your target audience.
Completing a process like the one outlined in this article will enable you to design a website that can become your clients’ go-to online source when they have a need.
As mentioned earlier, we’ve provided a step-by-step guide to each of these phases to make the process even easier for you.
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Announcement
31 January, 2023
SoBold launches bespoke online platform that is considered a “game-changer” for global financial services firm
SoBold, the High-Performance WordPress design and development agency, has delivered an industry-first portal for Rede Partners, a private equity fundraising advisory firm that provides fundraising services to PE funds across Europe, North America and the APAC region.
This bespoke portal, built on the WordPress platform, allows institutional investors to navigate upcoming funds advised by the placement agent.
Rede approached SoBold wanting to create a better user experience and improve fundraising outcomes for its customers. Rede wanted to achieve this by replacing its ‘Current Fund Offering’ mailout and PDF with an interactive, personalised, and secure online portal. Rede and SoBold worked in close collaboration to devise a simple, bespoke solution capable of delivering on a complex set of requirements, and that online portal soon became RedeWire.
RedeWire was fully integrated with Rede’s CRM system, Dealcloud, passing back data on user interactions and page views, allowing the team to follow up with interested clients.
RedeWire has been built fully personalisable for users, meaning that limited Partners are able to set all their preferences on first login, and through their account, allowing them to tailor the funds they see on their fund offering dashboard.
As part of the RedeWire platform, SoBold also designed and developed a bespoke front-end editing and approval interface to digitalise their offline fund approval process. This process has enabled Rede Partners and their clients to send out live previews of how a fund will appear on RedeWire, gather real-time comments, or make fully audited edits to a page’s content before submitting it for approval and publication on the RedeWire portal.
RedeWire has now launched to Rede’s full customer base and initial feedback has been overwhelmingly positive. The platform has already seen a high number of account activations and interactions within its first full week of use.
SoBold and Rede will continue to work together to develop RedeWire’s capabilities further and improve the portal’s user experience. SoBold will provide ongoing support to manage the platform and deliver enhancements on a monthly basis.
You can read more on our working relationship with Rede Partners here.
Gabrielle Joseph, Head of Due Diligence and Client Development for Rede Partners said,
“The SoBold team has been a real pleasure to work with and has successfully made our vision a reality. 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.”
Will Newland, Managing Director, SoBold said,
“We’re delighted to see such high early adoption of the new platform. The user feedback has been excellent so far, and this is the first of its kind in the private equity space, creating a personalised experience. We’re continuing to roll out enhancements on a monthly basis and can’t wait to grow the platform further.”
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