If you’ve never been to a conference of any type before, you possibly think you already know the important areas of your profession and can find out any developments from your colleagues or the internet. At least that’s what I thought prior to attending Pixel Pioneers 2022.

Which option sounds more appealing to you? Pick up extra skills on occasion, or go to a conference and absorb a mega-dose of industry knowledge, make connections and enjoy exploring fresh surroundings? Luckily at SoBold we have the opportunity to do both.

The conference covered both ends of the telescope – from broad topics such as energy consumption, to a fifty minute talk about the brief three milliseconds your screen goes blank in between webpage loads. How the visually impaired experience the internet, to technical developments in styling / fonts.

My personal hero was Chris How – his mantra of valuing your customer’s time and giving them small moments of delight strongly resonated with me. In accordance, I want to guide you through the content of the conference, with links to the core material that will best replicate what the SoBold team saw, whilst valuing your precious time.

GAVIN STRANGE : Less Thinkering, More Tinkering

A must watch to boost your levels of creativity. Gavin shares his personal and professional projects with Aardman Studios. Lots of useful insights into reaching the pinnacle of creativity. Highly engaging delivery, visuals and plenty of ‘further reading’ material. Definitely worth watching in entirety. Gavin Strange website – will give you a sense of his creative flair and influences. https://www.jam-factory.com/

“It’s better to beg for forgiveness, than ask for permission.”

Gavin Strange

BIANCA BERNING : Variable Fonts – WTF?

From a technical and design standpoint, learning about variable fonts is incredibly useful. Towards the end Bianca veers into the potential application of variable fonts – imagine a world where your computer mutates its content to fit the viewer’s specific needs. If you’re looking for new avenues for unique artistic features for your website – this talk is for you. Everyone should have a play with variable fonts – try it here https://v-fonts.com/

CHRIS HOW : You Got to Fight for the Right to Delight

Chris’s choice of examples and commentary is intentionally entertaining and eclectic. His approach to design changes your criteria for success and also would decisively influence your next project. Essential viewing. Whether you’re a seasoned designer or developer short of a design, this talk will give you a guiding direction. Information on the Kano product roadmap here. https://www.productplan.com/glossary/kano-model/

LÉONIE WATSON : Accessibility: The Land That Time to Interactive Forgot

Visually impaired people experience the internet through screen readers – the internet described in words. Léonie’s valuable insight will definitely re-balance your priorities and appreciation for how websites should function. Some of the technical history she overviews was a bit lost on the audience but the switch in mindset is valuable. Important to dip into, especially for gleaming a deeper understanding of how a web document is compiled and loaded. It might sound ‘techy’ but it’s like understanding how our lungs work – illuminating. If you haven’t viewed any of your own websites using a screen reader – you definitely should. For a great sense of how the net is best experienced for visually impaired users – just check out her website – tink.uk

LUKE MURPHY : Lightning Talk: Design Tokens – Searching for a Source of Truth

Design Tokens act as a very useful tool for blending the boundaries of where design and development meet, in fact, they act as a technical element that affect design and development in equal measures. If you have no idea what a design token is – this talk could unlock a tonne of structure for your product. Here’s an overview article on design tokens 

HANNAH SMITH : How to Make Digital Services More Sustainable

Hannah Smith’s talk invited us to critique our energy consumption and make changes to our habits as both consumers and producers of digital content. She makes the case that space travel is a waste of resources, and that using less lays the path to fulfilment. See if her arguments resonate with you.  Hannah’s book recommendation – Doughnut Economics by Kate Raworth

JHEY TOMPKINS : Supercharge Your Skills with Creative Coding

A mad professor of CSS and JavaScript – Jhey has a mixture of technical tricks and interesting libraries for speech recognition. Deadpan yet full of colourful examples, Jhey clumsily demonstrates his collection of magical creations and challenges you, the developer, to break out of your ‘siloed’ mentality for visual  presentation. Check out his catalogue of wondrous CSS/JS creations here

STUART LANGRIDGE : You Really Don’t Need All That JavaScript, I Promise

Painting with the broad brushes down to the nat-hair infinitesimally small details, Stuart reminds us of the importance of returning to the basics in order to best utilise the web. Unfortunately some of the libraries he suggests do not have extensive compatibility and thus aren’t for mainstream production… yet. His insight does provide a deeper understanding of the mechanics of the tools we use, although the message is quite drawn out. Example of the shared transitions js library https://codepen.io/drenther/pen/NjzeOO

RACHEL ANDREW : What’s New in CSS?

Rachel Andrew – new css features either in or emerging from or newly arrived from CSS-land. Truly at the coalface of emerging CSS features. For a frontend developer it was akin to being shown new letters in the alphabet that were being proposed. A summary of similar information can be found here – https://www.smashingmagazine.com/2022/03/new-css-features-2022/

Bristol itself is well worth a visit – a centre for nightlife, hedonism and youthful idealism. Simply walking around the harbour area in the daytime will refresh your appreciation for one-of-a-kind shops and overflowing street art. Make sure you have plenty of free space in your phone for all the photos. The SoBold team had a very enriching experience and bonded even tighter as a team. I hope to see you at the next one!

Links to the conference videos will be available via the Pixel Pioneers website.

Would you like these insights straight to your mailbox?

Your emailSubmit

I consent to my submitted data being processed and stored by SoBold in compliance with Privacy Policy

Large businesses and enterprises in need of a content management system (CMS) today are spoilt for choice, because there are plenty of excellent platforms available. From WordPress to Sitecore to Drupal, the technology currently on offer is highly intelligent and intuitive. 

But so much choice can make the task of finding the right CMS for your own specific business complicated and time-consuming.  

Selecting a CMS is an important decision that requires a lot of research, followed by careful evaluation of all the various options. Of course, those processes can be very time-consuming. When you’re already extremely busy juggling dozens of other priorities, it’s challenging to give this the attention and effort it deserves. 

To solve that challenge, we’ve done the bulk of the hard work for you. In a new series of articles, we’ll provide you with direct, objective comparisons between some of the leading options for CMSs, helping you relieve the headache of researching and evaluating them yourself. 

In the first article of this series, we’ll be looking at the comparison between Sitecore and WordPress.

How Does the Security Compare for Both Platforms?

As we face ever-increasing concerns with cyber security, data protection, and various other digital challenges, finding a platform with robust security should be a top priority. 

Sitecore Security

Sitecore has a reputation of being the leading CMS for large businesses, guaranteeing an enterprise-grade experience that includes a high level of security.

Sitecore’s security is also strengthened by the vast range of in-built features within the platform, which we’ll discuss in more detail later. There’s no need to purchase more third-party software or plug-ins to enhance its functionality, which means you won’t be creating any additional vulnerabilities or risks. The platform also receives frequent security updates which bolster your protection even further.

If security is a concern for your business, Sitecore should be high on your list of potential candidates for a CMS. 

WordPress Security

For a long time, many people believed the misconception that WordPress isn’t secure enough for large businesses. However, industry leaders such as global investment firm Blackstone, the NHS in England, global research and advisory leader Forrester, and multinational bank Standard Chartered now use WordPress for their CMS. This goes a long way to proving that wrong. 

In fact, WordPress is already a secure, stable platform out-of-the-box. So, where did this myth come from? 

Well, vulnerabilities can arise in certain scenarios. Firstly, strong security with any technology is dependent on a well-managed hosting environment. If you have WordPress hosted in a secure environment from an experienced provider, with proactive security measures in place, your risk will be extremely low.

Secondly, plugins are something to be cautious of when it comes to security, both in terms of where they come from and keeping them properly maintained. Security threats will be minimised if you only use plugins from trusted sources. You should also ensure you always keep them tested and updated, ideally working alongside security-specific plugins like WordFence.

We appreciate this may sound like a lot of work. That’s why all the examples of the businesses succeeding with WordPress have the support of an agency partner who ensures all these things are taken care of during the development stage. It’s worth noting, though, that this will also be the case when adopting any CMS in a business setting.

Which Platform is More Scalable? 

One of the most important aspects of a CMS is its scalability. A CMS is a long-term investment, and this is one of the most influential factors in determining whether that investment will be successful or not.

You’ll need to ensure your site can evolve as your business grows and your needs change over time. This will require an infrastructure that can quickly and easily scale with more pages, additional functionality, and perhaps even more sites, without the burden of hefty costs for more development work.

How Scalable is Sitecore? 

Sitecore is designed specifically for large businesses, so its scalability is up there with the very best. Sitecore is a robust platform that allows your digital presence to grow seamlessly as your business grows, even if you need to build multiple sites to serve different groups of users in different languages. 

How Scalable is WordPress? 

WordPress is another highly scalable platform. Despite some still mistakenly believing that WordPress is suited to smaller businesses, you can use the CMS to build sophisticated, industry-leading sites. Like Sitecore, WordPress is agile and scalable enough to grow alongside your business and adapt to your changing requirements. 

How Capable are these Content Management Systems?

The main purpose of a CMS is to provide a software-based infrastructure upon which you can build and manage websites and applications. While most CMSs are similar on the surface, with the same fundamental functionality, they each have unique features and capabilities that differentiate them

For example, one critical indication of quality for a CMS is how easy it is to use. Once you’ve adopted a platform, you and your colleagues will need to feel immediately comfortable using it on a daily basis. If a CMS can’t provide good usability, it’s probably one you should avoid.

Sitecore as a Content Management System

Sitecore is actually considered a fully managed ‘digital experience platform’ that comes with more capabilities than the average CMS. 

Most of its best features are readily available as soon as you begin using Sitecore. That allows you to get a high quality site live very quickly without additional work within the platform.

However, Sitecore typically provides quite hierarchical, complex workflows that might be frustrating for small or agile teams. This can also create longer development cycles than usual, giving you a slower time-to-market than more intuitive systems like WordPress.

WordPress as a Content Management System

WordPress is easily the most popular CMS in the world right now, with around 45% of all websites built on the platform. One of the main reasons for that is its ease-of-use, with simple and efficient content management

This usability allows you to get up-to-speed quickly and share responsibilities across several members of your team, even if they have no previous content management experience.

WordPress also makes it convenient to edit content on a page-by-page basis, saving you valuable time, with its block-based design an ideal method for customisation and site management.

How Much Personalisation do they Provide?

The ability to customise and tailor your site’s content to your target audiences is more important today than ever before, with so much of modern business now taking place online. Therefore, this is another important point to consider when choosing between your various CMS options. 

Personalisation in Sitecore 

When compared with other platforms, Sitecore’s personalisation is excellent. Sitecore will provide you with a great deal of control over the structure and design of your pages, allowing you to tailor your user experience and drive greater performance for your site. 

This is particularly useful for larger businesses with high volumes of potential site visitors, delivering competitive differentiation and driving increased conversion rates.

Personalisation in WordPress 

WordPress is also highly customisable. You can use its flexibility to get creative with your design, and build bespoke features and functionality to better engage with your audience.

There’s not much to separate Sitecore and WordPress in this area. The gap in personalisation becomes even smaller if you find an experienced agency with WordPress-specific expertise to help develop your site and improve your customer experience.

Integrating with Other Systems 

Before your business invests in any digital platform, it’s important to ensure that technology can integrate easily with your existing software. Whether it’s your customer relationship management (CRM) or any other marketing systems, any digital tools you currently have should ideally be compatible with your new CMS.

How Sitecore Integrates with Other Systems

Sitecore integrates well with other systems. It allows you to achieve out-of-the-box integration with most of the leading CRM software, and plenty of other digital tools and platforms.

How WordPress Integrates with Other Systems

WordPress tends to be the easiest platform to integrate with your existing systems, because most brands and other SaaS products have already made themselves compatible.

This means you can deploy WordPress with minimal disruption, regardless of whether you’re building a new site from scratch or migrating your current site from a different CMS.

Total Cost of Ownership (TCO) 

Of course, you’ll also want to ensure you’re getting a solution that will deliver good value for money. With a CMS, the total cost of ownership (TCO) can vary greatly from one platform to another, due to factors like licensing fees and update-driven maintenance. 

Sitecore Initial Investment and Ongoing Costs 

Sitecore is an expensive option, even if you have a large budget to work with. You’ll be required to purchase licences for the platform with an ongoing renewal fee each year. These licenses come in tiers, so if you want to access the full range of benefits from Sitecore you’ll have to opt for the most expensive offering.

On top of that, you’ll also need to account for development costs with an agency, hosting costs, maintenance and support fees, and various other expenses that give Sitecore a very hefty total cost of ownership (TCO).

Furthermore, Sitecore requires ongoing management and maintenance to handle regular large-scale updates to the platform. When updates occur, new versions of the software come with a big price tag and may cause you to pay for additional development work to get your site up-to-speed. 

However, this could be a worthwhile investment if Sitecore’s features and capabilities are necessary for your specific requirements. If you’re looking for a quality, trustworthy enterprise-grade platform, Sitecore can justify the cost. 

WordPress TCO and Value

Conversely, WordPress is a much more cost-effective solution with a drastically lower TCO. Licenses for WordPress come at no cost and the software is entirely open-source. That means your implementation costs would be limited to just hosting, agency fees, and post-deployment support. 

If you decide to use any plugins or extensions of the platform, these will be licensed and paid for separately. However, businesses rarely need to bolt on many new tools or capabilities because WordPress is such a feature-rich platform already.

When WordPress is updated, unlike Sitecore, managing and testing your site can be done in just a few hours at a much lower cost.

A Word on Agency Partners 

One thing both Sitecore and WordPress have in common is the small selection of platform-specific agencies who can build high performance sites for large businesses using this technology.  

A CMS becomes far easier to use, and easier to drive strong return on investment (ROI), if you have a specialist partner supporting you. 

Finding an agency with the necessary experience and expertise to help you leverage these platforms to their full potential should be another important influence on your choice. From integration, to development, to maintenance, all the benefits and advantages of the platforms will require an agency to help you fully unlock them. 

How to Make Your Decision 

So, with all that information, how can you decide between the two? 

Both of these platforms are excellent options that would serve most businesses extremely well. After all, there’s plenty of good reasons why some of the biggest companies in the world use Sitecore and WordPress. 

Ultimately, when looking for a CMS that’s the right fit for your specific business, you should make a detailed assessment of your strategic objectives, unique requirements, budget, users, and other important factors. Use that to determine which solution is most capable of meeting those needs.

If you still need more help working through this process, read our comprehensive guide to understanding and evaluating the enterprise options for large businesses here.

Would you like these insights straight to your mailbox?

Your emailSubmit

I consent to my submitted data being processed and stored by SoBold in compliance with Privacy Policy

Many businesses in the healthcare sector require some form of bespoke web development in order to remain competitive today. But entering into a bespoke development project can be a daunting challenge, with plenty of risks attached to it. 

This article will answer your pressing questions about bespoke web development, and provide you with a step-by-step guide to set yourself up for success when approaching your own project.

In recent years, modern healthcare has been driven forward by great advances in technology. Organisations in the healthcare sector have leveraged cutting-edge digital technology to transform the way healthcare services are delivered for the better. 

But with that positive change comes a shift in expectations to improve technology across the board. 

Whether you’re a practitioner or a healthcare solution provider, you now must deliver your services to your end-users through the latest digital channels if you want to keep up with the rest of the industry. 

If you’re unable to meet modern expectations for an effortless consumer-grade user experience (UX), your clients and partners will be left unsatisfied and may look elsewhere for a more convenient alternative. This can also apply to your internal systems and processes, as your employees also want intuitive digital tools in order to do their work efficiently and effectively.

To achieve this, you need a sophisticated website that serves your users in a way that’s specifically tailored to their needs and preferences, while also supporting your strategic business objectives. Given the complexity of the healthcare sector, that will likely require you to develop a website with bespoke features and functionality. 

Of course, any website you develop also needs to be secure and compliant, and flexible enough to adapt as your business grows or healthcare technology trends continue to evolve. 

Going Beyond the Basics with Bespoke Development 

While a more straightforward, simple website may be sufficient for small and medium-sized businesses, such a limited approach will prevent companies in the healthcare sector from retaining clients and staying competitive. 

If you’re struggling to deliver exactly what your clients or other users are looking for, particularly in an industry as technical as healthcare, you may need to build a bespoke website. This could include anything from: 

• A bespoke client-facing website that represents your brand and provides direct access to your products or services 
• An internal web portal, either for training employees or for networking and sharing of information
• A bespoke intelligence platform with powerful data and analytics capabilities 
• A new content management system (CMS) that can provide greater flexibility and scalability for a portfolio of multiple sites 
• A unique tool to transform inefficient manual processes into a simple digital platform
• A bespoke website that integrates directly with a wide range of other back-end tools and technology, such as your CRM system.

With a bespoke development project, the possibilities – and opportunities for innovation and growth – are virtually endless. You can discuss your current business challenges among your team, and then create something purpose-built to solve those specific challenges.

Of course, coming up with an idea for an exciting new site is the easy part. For many businesses, it’s an additional challenge to know where to go next. To make that easier for you, we’ve provided a simple, proven process here to help you plan and launch a bespoke web development project that will set you up for success.

A Process for Approaching Your Bespoke Development Project 

Start with the “why” and think about what you’re trying to achieve 

As touched on above, it’s important to have a specific reason for building a bespoke site. Whether it’s to achieve a strategic business goal, like customer growth, or overcome a prominent challenge, like inefficient processes, you need a clear purpose. 

Determine exactly what you’re trying to achieve with your website and why it’s being developed. A big part of this will also relate to delivering on a specific need or solving a specific problem for your users as well. 

Thinking of how it will help your users in a valuable way will make it easier to understand what sort of features and functionality you’ll require. 

List all your requirements and use them to create a project brief 

Once you’ve completed that first step, you’ll already see a list taking shape, with requirements for design, usability, capabilities, and so on. 

Note down all those things your website needs to do and use that to create a project brief. This is a simple written document containing all the ideas you think are relevant to your site, including both functional and non-functional requirements.

The purpose of this is to make your request as clear as possible for the design and development agencies you speak to. 

The more specific and detailed your brief is, the better, and that includes things like your initial ideas for cost and timelines. This will help ensure your agency will deliver what you’re asking for on time, within your budget, and matching your specifications. Without a clear, specific brief, you could wind up disappointed and maybe even 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 the options for a technology platform to build on

Most websites on the Internet are built using a content management system (CMS). This is almost certainly the type of platform you’ll want to use to create, edit, and publish all the content on your website and manage things behind the scenes. 

Every business is unique, and every bespoke development project is different, so you need to use the work you’ve done in the previous two steps to help you select the right CMS. 

By this point, when you’re evaluating platforms, you should already know your objectives, your requirements, your users’ needs, your budget, your existing technology stack, and so on.

Take all these factors and use them to determine which CMS is the best suited to deliver exactly what you want. 

Something that’s important to note is that integrating a new website with other systems can be complex, particularly if you’re building your site on a new platform rather than an existing one. 

When planning a bespoke development project, you’ll need to consider how easily your new platform will integrate with your other systems. 

We recently produced a helpful series of articles comparing some of the leading CMSs for enterprise website development. You can read those here: 

• WordPress vs Sitecore
• WordPress vs Drupal 
• WordPress vs Umbraco 

Find the right agency partner to design and develop your site with you

As mentioned earlier, you’ll likely need to find a design and development agency to partner with in order to create a bespoke website. 

Building, managing, and supporting a high-performance website in the current technology landscape is extremely difficult, especially in a strictly-regulated industry like healthcare. 

Not only should you look for a partner with a proven track record of delivering bespoke websites, you should also try to find one with healthcare sector-specific experience as well. 

Which agency you choose will have a significant impact on whether your development project is successful, but also on whether or not your new website is successful in the long-term as well. It’s a decision that mustn’t be taken lightly. 

Some of the qualities and capabilities that are important to look for when assessing your options for an agency partner include: 

• Experience working with businesses in the healthcare sector
• A strong portfolio of successful bespoke development projects 
• The expertise to guide you and help you make the best decisions for your project
• Certifications and accreditations 
• Compliance with healthcare sector regulations
• Security and data protection built into the core of your project 
• Secure hosting supported by back-up, disaster recovery, and risk mitigation plans
• Ongoing support services to maintain, update, and optimise your site
• Additional advisory services to help you gain as much value from your technology as possible.

What Does a Bespoke Website Require to be Successful? 

Once you’ve found a CMS and an agency you’re comfortable with, the next step will be to design and develop your bespoke website. 

This will involve working to the requirements you noted in your project brief, but there are also some essential qualities and characteristics of a successful website in the current digital business landscape: 

Enterprise-Grade Hosting 

Ensure your agency can provide enterprise-grade, secure hosting, ideally with managed services, from a trustworthy provider. Not only is your hosting environment responsible for the security of your site and protection of your data, but it can also influence the speed and performance of your site. 

If you’re in a position to build a bespoke website, you’re likely going to be dealing with a high volume of data and a large audience of users, so it’s important that you have a hosting service that can manage that without any disruption to your services. 

User Experience 

Whatever services or products you provide to companies in the healthcare sector, a great UX is the foundation of any successful website. People working in almost all industries now expect the same convenient consumer-grade experience they receive from the technology they use in their personal lives. Your website needs to be as quick and easy-to-use for your visitors as apps like LinkedIn and Amazon. 

This also applies if the sites you’re looking to build are internal-facing for employees. Workforces now also demand a seamless experience with company systems, and providing this will create gains in efficiency as well as competitive advantages. 

A great UX usually leads to a strong ROI. 

Performance and Functionality 

Your website connects you directly to your clients. Flip that to your client’s perspective, your website is a direct reflection of the quality and professionalism of your services.

If your website is slow, or doesn’t give your users what they need in terms of performance or functionality, they won’t hesitate to look elsewhere. 

Security 

Businesses today run on data. The data of your clients, partners, and your own critical data will be at risk if any technology attached to your network is not secure. 

As mentioned earlier, you need to make sure your site is hosted in a secure environment with robust data protection measures in place. But security isn’t just about hosting. Security also comes down to a wide range of best practices, like regularly testing your site and updating your platform.

When your clients and partners are working with highly sensitive medical data, all your technology must also be highly secure and compliant with industry regulations. 

Again, these are all critical things that your agency partner should be experienced enough to handle for you. 

Personalisation

Personalised user experiences are becoming increasingly important for businesses to deliver to their clients and employees these days. One of the key advantages to a bespoke website is that you’re able to provide each of your users with personalised content and services, tailored to their needs, at each stage of their user journey. 

Scalability and Agility 

More often than not, a bespoke website is a key point of differentiation and an enabler of business growth. When you begin to achieve that growth, your requirements will evolve and your website will need to be agile enough to adapt easily without disrupting business continuity. 

When planning and building your new site, ensure it’s developed with long-term growth and seamless scalability in mind.

The Benefits and Advantages of Bespoke Development  

If you’re able to follow this process and incorporate some of these qualities into your new bespoke website, you’ll have something completely unique to your business. This should set you on the right path to accelerated business growth. But a bespoke website, once built and deployed, can begin to deliver a range of additional benefits and advantages too. These include: 

• Boosting engagement with customers, with an outstanding UX and personalised services
• Increasing customer retention and loyalty 
• Enabling real-time interactions with data and greater analytics capabilities 
• Higher adoption rates of internal systems and improved business performance 
• Reducing costs by streamlining inefficient processes and removing outdated technology
• Strengthening your corporate network with enterprise-grade security 
• Achieving competitive advantages in a highly competitive market.

The Healthcare Sector Runs on High-Performance Websites 

As technology continues to evolve and drive more disruption, it’s becoming increasingly important to keep up with the resulting trends. A bespoke web development project allows you to reach beyond the limitations of a basic website and give your users exactly what they need from your services.

It also enables you to create a high-performance website that’s entirely unique to your business, differentiating you from your competition. 

In the current healthcare sector, it’s easy to appreciate why this is quickly becoming a necessity, rather than a “nice-to-have” for many leading businesses. 

To continue learning, read our comprehensive guide to understanding and evaluating the enterprise options for bespoke web development here.

Discover how global healthcare group, Clanwilliam, used bespoke design and development to take their brand to a new level and transform the capabilities of their marketing. 

Would you like these insights straight to your mailbox?

Your emailSubmit

I consent to my submitted data being processed and stored by SoBold in compliance with Privacy Policy

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.

Would you like these insights straight to your mailbox?

Your emailSubmit

I consent to my submitted data being processed and stored by SoBold in compliance with Privacy Policy

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:

• 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.

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: 

• 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. 

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: 

• 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. 

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.

To learn more, read our comprehensive guide to understanding and evaluating the enterprise options for bespoke development here.

Discover how global private equity advisory firm, Rede Partners LLP, transformed a time-consuming manual process into a game-changing client-facing online portal here.

Would you like these insights straight to your mailbox?

Your emailSubmit

I consent to my submitted data being processed and stored by SoBold in compliance with Privacy Policy