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.
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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.
Announcement
4 June, 2024
SoBold and Kapow Primary shortlisted for the B2B Website of the Year at the UK Digital Growth Awards
SoBold are thrilled to announce that they have been shortlisted for the B2B Website of the Year at the UK Digital Growth Awards.
SoBold and Kapow Primary have been working closely together since 2019 to provide teachers with rich lesson plans and engaging experiences for their classrooms.
This nomination is a proud moment for everyone at SoBold & Kapow Primary, highlighting their hard work and dedication.
Leonardo Esposito, Senior Back End WordPress Developer at SoBold.
“When Kapow started, I was just a few months in with SoBold, and I’ve been one of the main developers on the project ever since. It’s incredible how both the project and I have grown. As I became more experienced as a developer, learning new concepts and understanding new things, Kapow was evolving as a platform. The project is now very challenging as there’s more at stake, and it’s so rewarding to see any new feature released successfully, making both Kapow and our customers happy”.
Our Story
How it began
Our journey with kapowprimary.com began in 2019. At that time, Kapow Primary was in its nascent stages, serving 20 schools. Since then, they have grown into a comprehensive online platform, offering lesson plans, resources, and interactive features for primary school foundation subjects.
We joined forces, collaborated and actively contributed to the website design, development and SEO strategy to improve and enhance the website, ensuring it met the needs of teachers.
What we achieved ⭐
Fast forward to 2024, and Kapow Primary has grown exponentially, now serving over 6,700 primary schools!
This growth is a testament to the website’s value and the dedication of our teams. We’re excited about what the future holds as we continue to expand and grow. 👀
Here are some key highlights from the past 18 months:
Interactive History Timeline
This feature lets teachers and pupils explore historical periods interactively. It’s a fun way to engage with history, allowing simultaneous exploration of different periods and making historical events more vivid and memorable.
Presentation Mode
We developed a presentation view that streamlines lesson plans. This feature enhances the learning experience for students and saves teachers valuable preparation time, allowing them to focus more on teaching and less on admin.
Curriculum Hub – Coming soon!
The national curriculum can be quite overwhelming! To help with this, we developed a hub that houses national curriculum resources in one place and shows how they align with Kapow Primary’s lesson plans, taking the headache away!
At the heart of everything we do is the commitment to giving teachers the best experience possible. We have a dedicated team to make this happen. Each new addition is crafted with this in mind, ensuring that Kapow Primary remains a trusted educational resource.
Final thoughts
Being nominated for this award means a lot to our team. It’s a recognition of the hard work, dedication, and passion that everyone at SoBold and Kapow Primary has put into this. We are deeply invested in the continuous improvement and growth of Kapow Primary.
Winning this award would be an incredible achievement and well-deserved recognition for everyone involved.
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Company Milestone
3 December, 2018
SoBold selected to work with Transport for London
SoBold Limited (SoBold), a leading digital and web marketing consultancy, is delighted to announce that SoBold has been selected to work with Transport for London (TfL) to build, manage and support a bespoke Cookie Consent Management Tool for use across TfL’s portfolio of websites.
SoBold’s rapid growth over the previous 12 months has seen them become a leading player in the digital and web marketing space. SoBold’s core offerings are now used by over 200 customers worldwide and we anticipate this customer base to continue to grow considerably over the next 12 months and beyond.
SoBold has been an authorised Reseller of Cookiebot since the new General Data Protection Regulation (GDPR) came into place on 24 May 2018. Cookiebot’s tool consists of three main features: cookie consent, cookie monitoring and cookie control and SoBold work with their clients helping them manage, build and integrate these solutions onto their websites. SoBold now manage Cookie Consent Management for clients across numerous different industries.
Transport for London has completed a formal tendering process to procure a new Cookie Consent Management Tool for their tfl.gov.uk website domains. By procuring the tool, Transport for London is best able to align their approach to cookie management with the requirements of data protection legislation. SoBold will work with Transport for London, for a minimum of 12 months with the option of extending the contract for a further 24 months.
SoBold Founder and Managing Director Will Newland, commented:
“We are absolutely delighted to work with Transport for London. This gives SoBold the opportunity to work with a large, well known, corporation and we have no doubt we can play a big part in ensuring Transport for London’s customers can feel safe and confident when sharing information about themselves on the TfL website. This further strengthens SoBold’s position as a leading player in the Cookie Consent Management space.”
SoBold Lead Developer Sam Phillips, commented:
“This is a fantastic opportunity for SoBold to showcase our experience in the delivery of bespoke Cookie Consent Management solutions across a portfolio of websites with millions of visitors per month. The contract with TfL cements our position as a leading CookieBot reseller in the United Kingdom.”
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Announcement
10 September, 2022
SoBold achieve ISO 9001 Certification in Quality Management
SoBold are delighted to announce that they have been awarded the world’s most recognised Quality Management System Standard, ISO 9001.
SoBold have worked incredibly hard over the past few years to set and follow processes and procedures as a company that ensure they are providing quality work to their clients.
As the number of enterprise clients grows, SoBold’s ISO 9001 certification will be able to give their clients the assurances they need around SoBold’s consistency and quality services in the work they produce.
ISO 9001 is one of the most commonly used management system across the world and SoBold believes this is going to open up considerably more opportunities with winning tenders and contracts to ensure SoBold continues to be one of the leading WordPress Website Design and Development Agencies in the UK.
As SoBold continue to scale as a business, the need for efficiency has never been greater. It is absolutely essential that all internal communication works to the same processes and agenda and the ISO 9001 certification allows this to be possible.
In order to achieve our ISO 9001 certification, SoBold worked closely with QMS International, who provide expert consultancy to businesses looking to achieve their certification. QMS have a team of over 50 consultants and auditors and they ensure the experience they provide is streamlined and uncomplicated.
SoBold Technical Director, Sam Phillips said:
We are delighted to have been issued with our ISO 9001 certification, recognising our commitment to quality. Over the past 12 months we’ve spent a great deal of time improving and documenting our internal processes to help streamline delivery of projects and ensure we continue to deliver on the high standards we set for ourselves. Achieving this certification is a reflection of all this work.
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Announcement
22 November, 2022
SoBold become only 3rd Platinum Certified Cookiebot Partner in the UK
SoBold are delighted to become only the 3rd Platinum Certified Cookiebot Partner in the United Kingdom.
Cookiebot consent management platform (CMP) is a leading compliance solution that detects and controls all cookies and trackers in use on a website, and automatically manages end-user consents.
SoBold have been working closely with Cookiebot since the new General Data Protection Regulation (GDPR) came into place on 24 May 2018 providing their clients with transparency and control over the cookies used on their websites. Since partnering with Cookiebot as a reseller, SoBold have worked with clients including Transport for London and the London Transport Museum to develop bespoke implementations of the Cookiebot CMP. More information on SoBold’s work with Transport for London can be found here.
In October 2022, Cookiebot launched a tiered partner and certification program. As a leading Cookiebot reseller SoBold has been named as a Platinum Certified partner, highlighting its expertise with the Cookiebot platform and data privacy compliance in general.
By becoming a Platinum Certified Cookiebot Partner, SoBold will be able to continue to offer more support to leading businesses needing bespoke Cookiebot solutions.
Cookiebot Sales & Channel Manager, Grant MacInnes said:
Congratulations to Sam Phillips & SoBold on joining our very elite group of platinum certified resellers. Looking forward to continuing to work closely with you and the team over the coming months and years.
SoBold Technical Director, Sam Phillips said:
By becoming just the 3rd Platinum Certified Cookiebot partner in the UK we have continued to cement our position as a leading Cookiebot reseller. Having been one of the first resellers of Cookiebot in 2018, our partnership with Cookiebot continues to go from strength to strength and we are looking forward to developing more bespoke implementations for Cookiebot’s enterprise user base as a fully certified partner.
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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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