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:
- Design
- Development
- Quality Assurance Testing
- Migration and Launch.
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:
- Strategy
- Website Data
- Target Audience
- Industry Landscape
- Competitors.
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:
- 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.
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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- Bespoke development capabilities
- Easy integration with existing systems and legacy technology
- Scalability and performance in peak traffic
- Enterprise-grade security
- Quick and easy editing capabilities
- Drupal is a highly secure platform, which is a crucial quality for a CMS to have.
- It’s very intuitive for users who have coding experience or advanced content management skills.
- It has a great community of users surrounding it, which contributes a lot of value and is able to provide support.
- It also has hundreds of unique thematic options to choose from when designing your site.
- Drupal can be hard to work with for non-technical users, as it lacks simplicity and provides limited customisation.
- It can take a long time to get up and running, which means your costs will be quite high if you work with an agency partner.
- It’s also worth noting that the version of Drupal most businesses use now (Drupal 7) will be reaching end-of-life soon.
- Sitecore is purpose-built for large businesses, guaranteeing an enterprise-grade experience.
- Sitecore is a robust CMS with a high level of in-built security.
- It actually provides a fully-managed ‘digital experience platform’ that comes with more capabilities than the average CMS.
- It also offers great personalisation and excellent pre-built features.
- Sitecore is an expensive option, even if you have a large budget to work with.
- It requires you to procure licenses to begin using it, and also restricts certain capabilities unless you progress to higher tiers of licenses.
- It typically runs with hierarchical, complex workflows that might be frustrating for small or agile teams.
- Umbraco’s scalability makes it very suitable for large businesses.
- It’s free to use and open-source, with an active community of users supporting it.
- It allows you to manage a high volume of pages easily and efficiently.
- It’s another platform that comes with a high level of in-built security.
- It can be difficult to work with for the average user. As with Drupal, Umbraco is mostly suitable for more technical users who have coding skills or some development experience.
- This complexity again increases the likelihood of higher costs with your agency partner (if you go that route).
- It’s common for sites built with Umbraco to be reported as slow, for both back-end editing and the front-end user experience.
- WordPress is extremely scalable and dynamic. It can easily grow and evolve as your business grows, continuing to meet your changing needs.
- It’s renowned for its ease-of-use. Because of this, it enables you to deliver your projects quickly and efficiently.
- It’s highly customisable, making it ideal for bespoke development. With the right knowledge and skills, you can build almost anything with WordPress.
- It also typically comes with a very low total cost of ownership (TCO). You won’t need to add on new features or capabilities, nor pay for costly extra work to handle platform upgrades or updates.
- If you apply too many plug-ins, WordPress sites can slow down and experience dips in performance, but a good agency partner should encourage you to minimise the use of these.
- Some still see WordPress as an unprofessional platform used mostly for small blogs, but that old myth couldn’t be further from the truth today.
- WordPress is a secure platform, but plug-ins can create vulnerabilities if they’re not tested well or taken from untrusted sources. Again, a good agency partner should guide you with this to reduce the risk and prevent any issues.
Digital Business
29 March, 2023
Just How Scalable is WordPress?
When looking at content management systems (CMS), scalability refers to the ability to expand and grow your site with more content, capabilities, features, and functionality.
Your CMS is a long-term investment, and its scalability will have a strong influence on whether or not that investment is successful.
“When sustainable business growth is a top strategic objective, you need full confidence that your web presence can seamlessly scale and evolve to support that growth.”
This requires a platform that allows you to quickly and easily create new features and functionality. Ideally, you should be able to do this without having to invest significant time and resources into additional costly development work.
WordPress is One of the Most Scalable Platforms Around
Evidence of WordPress’s great scalability can be found in the fact that almost 45% of the world’s websites are built on the platform. That includes global enterprises such as investment firm Blackstone, research and advisory leader Forrester, the NHS England, and leading pharmaceutical company Hutch Med.
This is because WordPress websites can seamlessly scale as your needs change and your business grows. You can easily add a high volume of new content to your site at speed without compromising on quality.
WordPress is also renowned for how easily you, or your development partner, can build bespoke features and functionality, so your site can keep evolving with new capabilities to support more advanced requirements.
“No matter the size or complexity of your site, WordPress can provide fast, intuitive development capabilities with ongoing growth acting as a natural outcome.”
Using WordPress at Scale
Developing, managing, and maintaining a high-performance website at scale is a complex challenge. For that reason, it’s important to work with an experienced web design and development agency who can enable continual growth and support you through it.
Part of your agency’s services will include configuring your platform, and building your site in the back-end, in a way that encourages long-term scalability. We’ll explain our own approach to this in more detail in the next section. But first, let’s look at some of the fundamental ways to use WordPress at scale:
Bespoke Features and Functionality
If you want to build out your website with new capabilities, WordPress stands above all its competitors thanks to its ability to develop bespoke features that are unique to your site.
WordPress is built on PHP, which is the most popular development language around, as it’s currently used by over three quarters (77.5%) of all websites with a known server-side programming language. With PHP, WordPress has a significant advantage over other CMSs, because it allows you to create virtually anything and integrate it with the platform.
WordPress Plugins
WordPress also comes with a vast range of plugins, which can help with adding to, and enhancing, the existing functionality of your site. Plugins are an essential aspect of WordPress development, but it’s crucial that you only choose the most reputable, tested, and proven plugins.
Your agency partner should be experienced in this plugin selection and use their past experience to recommend the best ones to use for your specific requirements. Your agency partner should also be able to advise you on how plugins will scale with increases in website size or traffic volume to help preserve your site’s performance.
Using plugins that are not regularly updated, or that come from unknown development owners, could harm your site by making it heavier, slowing down your page loading times, and possibly even creating security vulnerabilities.
Using a particularly large number of plugins is another situation that could result in slower loading speeds or other performance issues. Be mindful that use of plugins can reduce the bespoke development time needed to build your site, and the use of too many plugins could cause performance issues. If you find yourself in this situation, it could be an indication that your development partner might actually be taking shortcuts.
The Importance of a Trusted Partner
Whether you’re using plugins or building new bespoke features, your agency will be able to take care of all of these crucial aspects of your development for you. Their support and guidance will ensure you can expand your site freely without running into any technical issues.
Once you have everything you need in place, your agency will then be able to accelerate the speed at which you can scale moving forward. A great agency partner will also provide you with ongoing education and support, allowing you and your team to build your site out easily and efficiently by yourself too, whenever you want or need to.
Taking a More Scalable Approach – Building with Blocks
While many agencies still use a more traditional method of developing sites with WordPress, taking a block-based approach provides even greater opportunities for dynamic scalability.
As an alternative to the time-consuming practice of inputting text and images into a rich text editor in your CMS, the block-based approach allows you to create each page on your site more easily with a set of pre-built components.
Components are blocks of code with pre-defined style and input types. You can use and re-use these components across multiple pages of your site to scale it at a much faster pace. Any time you want to create a high volume of new content, you simply pick your already-built components and place them in the correct positions.
This is an approach that enables virtually limitless growth of your website at speed with a high level of quality and accuracy. Building components that can be reused across your site will also deliver added benefits like increased efficiency and reduced costs. This in turn provides you with more time to focus on developing better services and experiences for your site visitors.
The block-based approach to building websites is another way to make your WordPress platform leaner for better performance as well, because it removes the need for a bloated library of unnecessary plugins and features.
An Enterprise-Grade CMS
Scalability should be a key aspect of your criteria when selecting a CMS to build a website. Rapid growth and flexibility are crucial for your platform of choice.
Despite some still mistakenly thinking it might not be up to the task, you can use WordPress to build large, robust, high-performance sites at speed, and easily adapt them as your requirements change.
This arguably makes WordPress one of – if not the – best CMS options available today. When you look at some of the world’s leading businesses currently using the platform to great success, that argument becomes much easier to appreciate.
Like with any CMS, though, the key to successful scalability is having the support of an experienced, trusted agency partner behind you, ensuring you’re leveraging the platform to its full potential.
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Latest from agency
24 November, 2022
SoBold obtain Skilled Worker Sponsorship Licence
SoBold are delighted to announce that we have obtained a sponsor licence in order to sponsor international skilled workers to come and work at SoBold.
SoBold have always put heavy emphasis on hiring the best global talent for our needs, and we have strengthened our ability to do this by obtaining a Skilled Worker Sponsorship Licence.
With all sponsorship licences that the Home Offices grants they need to be reassured that the sponsors can live up to the “significant trust” that the department places in them. The Home Office further made checks that SoBold is a “honest, dependable and reliable” workplace, and capable of meeting the responsibilities that it expects from sponsors.
Since being granted our Skiller Worker Licence, we have been fortunate enough to put it to use to hire two new team members.
Anna de Moraes, joined SoBold, from Portuguese company, SpringParrot. Anna had been able to work remotely, and was living and working from the UK, when she got in touch with SoBold. Anna, who is natively from Brazil, said of the process:
“The steps were pretty clear and the whole process was quite simple. I’ve had friends waiting years for their visas to be approved while we were able to complete everything in a short period of time! I was already excited to start and, in a blink of an eye, I was finally part of the SoBold team!”
More recently, SoBold hired Santosh Gajera as a Back End WordPress Developer. Santosh has relocated from India in order to provide his services to SoBold. When asked about the process behind him getting his Skilled Worker VISA granted, Santosh said:
“To keep my IT career moving forward, I needed sponsorship from an organisation that sponsored my visa. SoBold has been an invaluable help in obtaining my Tier-2 (Skilled worker) visa. I am very thankful to their hard work and professionalism. My documents were handled very scrupulously by them, and they provided full support throughout the whole application process . I got my visa approved in two days, which is amazing, and they handled everything for me.”
SoBold worked with all-in-one digital platform, Nation Better in order to achieve our sponsorship licence and the process was streamlined, affordable and transparent.
SoBold already have a diverse talent pool, with staff from all over Europe, and with the help of Nation Better, we have been able to improve the way in which we hire international talent and open up opportunities further afield. We look forward to continue growing our team with exceptional overseas talent and have access to a wider talent pool.
SoBold Managing Director, Will Newland said:
We are absolutely delighted to welcome both Anna and Santosh to the SoBold team. Without our Sponsorship Licence we would be missing out on a large pool of talent that is the future of our business. We very much look forward to continuing to use our Sponsorship Licence to our advantage and giving skilled employees the opportunity to come and work here at SoBold.
For more information on what current vacancies we have, please visit our website careers page.
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Digital Business
30 November, 2022
Comparing the Leading Content Management Systems (CMS) for Large Businesses
A content management system (CMS) is a type of software-based technology, used to build and manage websites and other digital products. A CMS allows you to easily create, edit, and publish digital content across a range of online channels, such as the web and mobile. This is the most common technology platform used by businesses to build assets such as websites, with almost two thirds (63%) of all sites on the Internet now delivered via a CMS.
With that in mind, it’s clear why most businesses today are heavily reliant on this technology. Whether you’re developing something new from scratch or switching from an old platform to a new one, selecting your CMS is an extremely important decision with a lot riding on it. But with such a vast landscape of digital solutions to navigate, and so many different options available, finding the right CMS can be overwhelming.
To help you through the process of finding the right CMS, this article compares four of the most common options for large businesses. We’ve also listed their pros and cons, and provided some additional considerations that will be useful for you to think about along the way.
First, the Criteria
A CMS can be used to build various digital products and assets, from websites and mobile apps to bespoke systems like staff portals and internal training platforms. Particularly in large businesses, it’s common to need to create some bespoke features, functionality, or digital processes as well. Whatever it is you need, you should aim to find a platform that’s capable of delivering on your specific requirements.
Here are some points to include in your criteria when researching the options for your CMS:
Now we’ve covered what a CMS should be able to do when you start implementing it within your business, let’s look at the different platforms available to you.
Option 1 – Drupal
The Pros:
The Cons:
Option 2 – Sitecore
The Pros:
The Cons:
Option 3 – Umbraco
The Pros:
The Cons:
Option 4 – WordPress
The Pros:
The Cons:
Interested in learning more? Check out our related article here, where we explore the benefits of WordPress for large businesses in greater detail.
A Brief Word on Agency Partners
As touched on earlier, you’ll also need to consider whether you want to take the approach of working with an agency partner or not. For large businesses, most development projects tend to involve complex requirements that are almost impossible to manage without the support of an experienced agency.
An agency partner can provide you with strategic guidance, platform-specific skills and tools, and expertise to help you gain as much value from the technology as possible. While it’s perfectly valid to decide to implement a new CMS without an agency working alongside you, doing so will probably make things a lot more challenging, a lot more expensive, or possibly both.
All the platforms mentioned here have their benefits. But they’ll each be significantly easier to use, and will deliver far greater return on investment (ROI), if you have an experienced partner involved.
How to Choose the Best Option for Your Business
Keep in mind that every business is unique and every web development project is different. These platforms are all good options in their own way, but a solution that works well for the majority of organisations might not be the right choice for you.
Whether you’re building a bespoke website or migrating an existing site to a new platform, you have to be thorough in your assessment and make the right choice for your specific business.
To really understand the pros and cons of these options, you first have to be clear about exactly what you need and what you’re aiming to achieve. You’ll then need to determine which solution best aligns with your requirements, budget, and strategic objectives.
If you’re in the process of assessing solutions to help you deliver a bespoke development project, read our comprehensive guide to evaluating and selecting the right platform here.
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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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Development
9 June, 2023
Exploring the End-to-End Process of Website Development
Approaching a website development project can be daunting if you’re unfamiliar with the process and unsure what to expect. In this article, we’ll provide a detailed overview of the web development process to help you understand what’s involved, making it easier for you to approach a project yourself and avoid any pitfalls.
Your Role as the Client
If you read our recent series of in-depth guides through the end-to-end process of web design, you’ll know that process will usually involve a lot of collaboration between you, your team members, and the agency you’re working with.
Once you’ve been through that process and your design is complete, you’ll need to move to the development stage of the project to bring your designs to life.
You’ll likely have less involvement in the development stage, and less collaboration will be required, so your role will primarily be to sit back and relax while a team of skilled developers do their thing.
Depending on the project size, complexity and project management approach, you may have some touch-points with your agency partner throughout the process. If you are taking an Agile approach, this may include sprint retrospective meetings, or if you are working in a different way, this may just include short demonstrations, walk-throughs of certain pieces of bespoke functionality, or it could just be allowing you to start familiarising yourself with different features as they’re being built.
A Smooth Handover from Design to Development
One of our core qualities here at SoBold is ensuring the design and development processes work closely together. That’s achieved by not only having a very integrated design and development team in the office, but also ensuring we hold a thorough, detailed handover meeting between the designers and the developers at this stage. This serves as a key aspect of every project we work on.
The purpose of this is to give the developers a full understanding of the website or platform they need to build before any work begins, reducing the risk of error and accelerating the delivery time.
Every agency will have their own approach to this. It should usually involve the project designer(s) and project manager(s) walking the development team through everything that took place during the design process and explaining the thought process behind the decisions they’ve made. They’ll also give suggestions and guidance for how the design might be best approached from a development point of view.
Any questions the developers have about their task at hand can be answered during the handover meeting, and at any time throughout the development process, allowing the development work to flow efficiently and effectively.
The Benefits of Working with a Full-Service Web Design and Development Agency
It’s so important to align your web designers and developers, because, more often than not, there are fundamental differences in how they think and approach their work. If you decide to work with an out-and-out web design agency to design your site, with a separate development agency building it, you may encounter gaps in understanding between the two processes.
Working with an agency partner that has specialist expertise for both disciplines in-house will ensure your website is delivered on time, within budget, and directly aligned with your requirements. Having designers and developers in the same team who can share knowledge throughout the processes will almost always result in the delivery of a higher quality project too.
Building Your Website
With the handover complete, the developers will begin building your website.
Most development agencies will likely start with setting up the base. This involves setting up the base styles of the site which includes and is not limited to default colours, typography styles and global components – including button and link styles.
Once the base is set up, your developers would typically move onto the navigation and footer set up before moving onto building out all the page templates and blocks in the design should they be taking a block based approach.
Part of this process will often involve integrating certain components of your site with other systems you use within your business.
Peer Reviews and Testing to Maintain High-Performance Standards
It’s important for your agency to review and test internally all the elements that have been built, so any bugs are identified and rectified as early as possible.
Again, different agencies will have differing approaches to this. Here at SoBold, we leverage the size and experience of our team to conduct a thorough peer review process on every single component we build.
Following this internal review process, you’ll usually be given a link to your site in a staging environment.
All your content will have likely been carried over from your existing site and redirects should also be in place so that when you push the site live, any old redundant links will be redirected to the appropriate page on your new site.
If you have any live marketing campaigns running, it’s important to ensure your development agency and your marketing team (or agency) are in regular communication prior to this, so they can keep your campaigns updated in line with your new site’s launch.
Smooth Sailing Post-Launch
Once your new website is live, you’ll likely have a period of time whereby your agency will be on hand to fix any bugs that relate to the content on the new site. Here at SoBold we work with our clients for a period of 30 days following the launch of their sites, and any ongoing support beyond this 30-day bug-fix window will require a separate maintenance agreement.
Your agency should also go through the back-end of your platform with you, so you know exactly how to make changes to your website. For the most part, agencies will understand how important it is for you to be able to manage the site yourselves internally, and this is something we believe is crucial for you to be shown in detail at the end of the development process.