As of September 2017, SoBold has become the exclusive digital partner for Clanwilliam Group.

About Clanwilliam Group: Clanwilliam Group, headquartered in Dublin, Ireland, operate a number of industry leading brands in the private and public healthcare sectors across the Republic of Ireland, the UK, Australia, New Zealand as well as other worldwide locations. Formed in 2014, Clanwilliam has rapidly expanded in size, now with over 15 brands under the Clanwilliam Group umbrella. Clanwilliam is driven to establish itself as a global group of highly synergistic healthcare technology and services businesses.

About SoBold: SoBold Digital Marketing, founded by Managing Director Will Newland in 2014, work with companies and brands deriving from an impressive multitude of sectors including Healthcare, Fitness, Luxury, Hospitality and more. With a growing portfolio of over 80 brands, SoBold has a proven track record of delivering expertly crafted digital marketing solutions to help small and medium sized businesses grow and flourish.

We are delighted to become Clanwilliam Group’s exclusive digital partner. Clanwilliam is rapidly increasing their reach in the Healthcare sector and we at SoBold are proud to work with them to implement a powerful digital strategy.

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Before you begin working on the design elements of a website project, it’s important to begin with, what we at SoBold call, a research and planning phase.

The purpose of a research and planning phase is to ensure that every single decision you make about your design will result in a more effective website, both in terms of your business goals and your users’ needs. 

During this phase, you’ll work alongside your chosen agency to define the full scope of your website and all its requirements. This phase will also involve looking closely at your target audience, trends in your market, your competitors, and any data available from your existing website. 

This research is extremely useful in shaping the direction you take with your website and helping you to capitalise on certain trends that may align with your strategic objectives.

In this article, we’ll explain how a research and planning phase works to help you know what to expect when entering your own website design project. 

If you’d first like to gain a better understanding of the full end-to-end process of web design, read our previous article here. 

Website Strategy Workshop

A research and planning phase usually begins with a strategic workshop. This workshop will bring all the relevant stakeholders together, either in person or over a video call, to agree on the goals and parameters of the project. 

A workshop is a great collaborative environment to help your agency become even more familiar with your brand, your target audience, and the outcomes you’re looking for from your new website. 

Your agency should work closely with you to determine how the objectives you have for your new website feed into your wider business goals. That will be the key to finding the right approach to designing your website. 

Once the workshop is completed, the research can begin. 

Leveraging Data to Dictate User Experience (UX) Decisions  

Every decision you make about your website’s design needs to be informed and justified by data. 

As it’s becoming increasingly difficult to capture and retain your audience’s attention, nothing can be left to chance. It’s also negligent to overlook the vast range of valuable insights available to you within your data, and the data in the public domain.  

Google Analytics

Your agency should begin by analysing the performance of your website in Google Analytics. This can help to help understand the current behaviours and trends from your website users. 

Most businesses use Google Analytics, but few understand the right things to measure. For many businesses, Google Analytics is an untapped gold mine of data and insights that can help you improve site engagement, retain more visitors, and ultimately grow your business. 

You can conduct a thorough analysis of things like: 

1 – Your Audience Acquisition

Google Analytics can help you identify where your visitors have found you and accessed your website from.

Whether through organic search, social media, direct, or referral, you’ll learn how all your visitors are acquired. This information is vital, as it can allow you to tailor different parts of your website to certain visitors at various stages of their journey with you. 

For example, if organic traffic is a key driver of your website traffic, it’s important for your agency to ensure that lots of the hierarchical structure of copy is maintained throughout the site.

This is also helpful in optimising your wider digital marketing strategy, by recognising what’s working well and what isn’t, from a web traffic perspective. 

Bonus Tip – If you’re running Google Adwords, make sure your agency partner is aware of all the URLs that need to be redirected, and that this doesn’t affect your ad spend.

2 – Your Visitors’ Demographics 

Google Analytics can provide detailed insights into your website’s visitors, with data covering everything from age, gender, location, language, and more. This helps you gain a clear, specific understanding of who’s coming to your website, and that can inform important decisions about your design. 

It will also help you determine whether or not you’re attracting the right audience, which could alert you to a need for changes in your design and branding.

Bonus Tip – If you have a lot of visitors from other countries, you may need to talk to your agency about setting up a content delivery network (CDN) on the hosting server to deliver content from that location. 

3 – Your Visitors’ Interests 

You can use Google Analytics to view information about your visitors’ interests, past searches, and other online behaviour. This can help you identify what they’re looking for when they’re visiting your site. You can then tailor your design and content to match any unaddressed questions, challenges, or needs they might be looking to meet.

4 – Your Visitors’ Behaviour 

Google Analytics can give you a graphical representation of your visitors’ behaviour when interacting with your site. This includes where they’ve entered your site, where they went next, what their whole journey through your site looks like, and where they eventually left. 

This provides great opportunities to optimise certain pages that aren’t performing well enough. You can also learn what your visitors respond well to from pages that already have strong engagement.

Mapping your users’ journeys may also uncover insights to help you create links between certain services, hone in on special offers that will drive increased conversions, and many other ways to boost engagement.

5 – Your Conversions  

Your conversions are a critical measurement of your site’s success. Whether you’re aiming for subscriptions, demo sign-ups, contact form submissions, downloads, or anything else, failing to achieve your conversion targets means something isn’t working. 

You can use Google Analytics to set goals for conversions, monitor performance, and highlight areas where you need to improve. 

Taking this analytical approach will ensure your website’s design is tailored to supporting your strategic objectives.

Bonus Tip – On July 1, 2023, for continued website measurement, you’ll need to migrate your original property settings to a Google Analytics 4 (GA4) property. Your agency partner should be on top of this though. 

Data Tracking

Next, if applicable, your agency should review any existing tracking resources you have in place on your website. 

A successful website design is based on many different factors, each an important component in engaging your audience, converting them into clients, and growing your business. 

This is why it’s useful to look into key metrics you may use to measure your success against, then use the related data and analytics to inform your design. Tailoring your UX based on your findings will ensure your website is designed specifically to optimise your user behaviours. 

Bonus Tip – If you don’t have any additional tracking in place, both HotJar and Crazy Egg are great tools to use.

Analysing External Factors 

Understanding Your Target Audience

One of the most important parts of building a new website is understanding the preferences of the audience you’re targeting. You know what your ideal customer profiles (ICP) look like, but do you understand how they behave when interacting with websites online? 

Every decision about your website’s design must be made with consideration and empathy for your users. As touched on in the previous section, audience research will include a wide range of variables, including: 

• Demographics
• Goals
• Challenges 
• Motivations
• Preferences
• Frustrations.

This part of the research will contribute towards building user personas and user journeys at a later stage of the design process. 

A user persona is a fictional person that you can use to represent the target audience of your website. These personas will help you focus on the desired interactions between the ideal user and the website you’re building. Creating personas also helps to map the users’ needs to your goals for the project.

A user journey is a path that a user may take to reach their goal when using your website. Hypothetical user journeys are created at this stage, as they help to identify the different ways the site’s design needs to enable the user to achieve their goal as quickly and easily as possible.

With these, you can begin to paint a picture of how your target audience will interact with your website, allowing you to create a satisfying user experience. 

Industry Landscape

Researching your industry landscape will reveal a great deal about what to do, and what not to do.  An analysis of the wider market you operate in will help you benchmark yourself against industry leaders, and highlight mistakes being made by any businesses lagging behind. It’s useful to be aware of any industry trends or points of influence that may inform your website’s design as well. 

Bonus Tip – You’re an expert in your industry. Your agency is not, but they are experts in web design and marketing trends. Work closely together by leveraging each other’s knowledge and expertise to paint the full picture of what makes modern websites successful from a design perspective.

Competitor Research 

It’s also crucial to conduct a thorough competitor analysis to see what the benchmark is for a successful website in your industry. Conversely, some competitors may provide examples of bad design that can help you identify pitfalls to avoid with your own site.

Around five of your competitors is usually a good number to look into. To do this, your agency should work with you on assessing their websites in key areas such as: 

• Design look and feel 
• Structure and navigation
• Features and functionality
• User experience
• Content and layout
• Calls-to-action
• Speed and performance 
• And anything else relevant to your project.

This research will allow you to recognise opportunities, gaps in the market, important trends, and any other insights you can gather.

Making Data-Driven Decisions 

Following all this research, your agency will work on developing a strategy for your website, recommending the optimum route through the rest of the design process. 

Your agency will provide a report detailing all the findings from the strategy workshop and research. This should often include a sitemap document and a content framework for your site as well. 

An agency should always provide the opportunity for feedback and iterations on crucial documents like this, so you should then be given time to review this and provide feedback. 

Bonus Tip – Don’t be afraid to ask questions, challenge things you’re unsure about, or change your mind during this feedback and revision process. These are big decisions, and it’s important to be 100% sure about the direction your website’s design is being taken. 

Once you’ve worked through this feedback with your agency and you’re happy with everything they’ve planned, you can then move into the phase of the project that focuses on the visual identity of your site. 

Bringing it All Together in the Design

A thorough, well managed research and planning phase is an essential part of designing a successful website. By having a strategy backed up by tangible data in place, you’ll be able to work through the remaining phases of the overall design process in a more efficient and effective way.

It also helps anticipate any challenges or potential issues in the design process and allows you to mitigate them before they arise, saving you time and money in the long-run.

This phase is arguably the most important in ensuring your agency can meet your specific requirements and expectations, on time and within budget.

If you’d like to discover what’s involved in the next phase of a web design project, exploring the visual identity of your site, read our next article here. 

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There are plenty of similarities between WordPress and Drupal. That can make it particularly hard to choose between the two if you’re tasked with finding a new content management system (CMS) for your business. But when you’re about to invest in a new CMS, it’s an important decision that needs careful consideration. 

After all, your CMS will be the platform upon which your website is built, and the influence that will have on your business growth and success today shouldn’t be underestimated. With that in mind, it’s crucial to find a platform that aligns with your specific requirements and enables you to achieve your strategic objectives. 

To help you gain a clear understanding of the differences between WordPress and Drupal, and decide which one is better suited to your business, we’ve provided this helpful side-by-side assessment.

This article is part of a new series where we’ve explored direct, objective comparisons between some of the leading options for CMSs. In the third article of this series, we’re looking at Drupal and WordPress. You can find links to the other articles in this series at the bottom of the page. 

Approachability and Ease-of-Use 

A CMS is a big investment, and so you’ll want to begin getting good use and value from your platform of choice as quickly as possible. Like any type of software, though, some platforms are more approachable for the average user, while others will require you to have some previous experience to get going. 

How Approachable is Drupal? 

Drupal is aimed at users with some prior coding skills or content management experience. If you have technical skills at your disposal, Drupal can provide great functionality once you’ve put some time and effort into setting everything up.

For non-technical users, however, working with the platform and getting comfortable using it can be a long-term process. It’s an advanced CMS that doesn’t offer much in the way of straightforward usability “out-of-the-box” unfortunately. If your team is made up of non-technical users and beginners, this might not be the best platform for you. 

Even if you work with a web development agency to help you get everything set up and tailored to your preferences, the complexity of the code will make their project timelines and costs higher than the average CMS.

How Approachable is WordPress? 

WordPress is very approachable for anyone, even beginners without any previous experience using a CMS. 

Simplicity is one of WordPress’s greatest strengths, and many would argue that elevates it above all its peers.

This usability allows you to get up-to-speed immediately with a very fast time-to-market for your site. That means you’ll begin to achieve a positive return on investment (ROI) much quicker than most other platforms. Almost everything you need to build and manage your website will be readily available when you first begin using WordPress, making it more approachable for the average user than Drupal. 

As it’s such an intuitive platform, pretty much anyone in your team will be able to use WordPress. That will make it easier to handle the daily management and running of your site as a shared responsibility. 

Functionality and Customisation 

As touched on above, you should be looking for a platform that you and your colleagues will be comfortable using on a daily basis. If you don’t like the way a CMS functions, you should remove it from your shortlist of options.

While Drupal and WordPress are similar at first glance, with the same fundamental functionality of a CMS, there are some unique features and capabilities that differentiate them. There’s also a wide range of ways to customise them to your own liking.

Working with Drupal

While the complexity mentioned in the previous section does require considerable time, effort, and money to get past, once you’ve got there you’ll likely find Drupal is a good CMS to use for building and editing your website.

Drupal’s user interface (UI) is fairly easy to get used to. You can publish, edit, manage, and organise content with flexibility, adjusting your page structure and site navigation. You can also lean on a large library of website themes and modules, which are additions similar to WordPress’s plugins, to tailor your CMS to your own unique specifications. 

Working with WordPress

As a CMS, WordPress’s simple, intuitive functionality allows you to seamlessly launch and manage your site. It’s very convenient editing content on a page-by-page basis with WordPress with its block-based design. This allows you to create quality content from day one, with the freedom and flexibility to make adjustments to the platform as and when you require. 

WordPress also allows you to customise it as well with a vast selection of plugins and themes. The difference between WordPress and other CMSs, though, is that there’s not much you’ll need to change about it out-of-the-box before you can begin using it comfortably.

Because it has a lower cost and faster time-to-market, it will free up more time for you (or your agency) to focus on higher value work, like differentiating your site from competitors or developing personalised content for your customers.

Platform Security 

When writing down the criteria that you’ll use to select your CMS, security should be one of the first things on that list. Threats to cyber security and data protection are increasing by the day, for businesses of all sizes across all sectors, so it’s crucial to ensure you select a secure, trustworthy platform.

How Secure is Drupal?  

One of the major advantages of a CMS that’s aimed at those with web development skills is that the users of Drupal work hard to ensure the platform is highly secure. Drupal regularly receives security updates and additional reinforcements to protect the platform. 

Of course, you still need to test thoroughly and continuously double-check there are no vulnerabilities in your system. This is usually the responsibility of your agency, and a good partner should always prioritise security at the core of any development project.

How Secure is WordPress?

WordPress is a secure platform, but some still carry the misconception that it isn’t suitable for large businesses. To find evidence of its enterprise-grade security, though, you only need to look at the number of organisations using WordPress as their CMS of choice today.

Still, there are some potential vulnerabilities that are important to be aware of. For instance, be careful when adding plugins to your WordPress platform. As WordPress runs on open-source software, some developers will inevitably release plugins that aren’t secure, so you should only use plugins from reputable sources. 

When you do use plugins, you’ll also need to test them thoroughly and keep them updated, and ideally have them working alongside security-specific plugins such as WordFence. These are issues that a good agency partner should be well aware of and handle for you. 

Security is also influenced by the hosting environment of your platform. You can reduce your security risks further with WordPress if you find a trustworthy, well-managed hosting partner to look after your system.

The Global Communities

An active community of developers is a valuable asset for a CMS to have. This is a selection of dedicated users who work hard to contribute to growing and improving the platform, either by releasing new updates and plugins or fixing bugs in the software’s code.

For businesses like yours, the community could make the difference between having a small issue resolved quickly or growing into a big problem. Communities also provide resources to learn more about the technology, to further develop the digital offering you provide to your customers. 

Drupal’s Community 

Drupal has a fairly niche, but very passionate developer community supporting it. The size of Drupal’s community is considerably smaller than more popular platforms like WordPress, mainly because of that higher degree of coding skill required to use the CMS easily. 

However, that doesn’t detract from the level of support or added value you’ll receive if you do opt for Drupal. New themes, modules, and updates are often released to contribute to the quality of websites that can be built on the platform.

WordPress’s Community 

Most of what’s been discussed as strengths of WordPress in this article can be put down to the hard work of the community adding to the software. 

WordPress’s community is truly global, with millions of users regularly producing innovative new themes and plugins that your business can pick up and begin using with ease.

No matter what issues you run into with your WordPress site, there will always be help readily available from the community. 

WordPress users are renowned for their events as well, with free meet-ups and conferences often held to help users learn more about the technology. WordCamp, for example, is a non-profit event that has been run by the WordPress community since 2006 across several continents. WordPress also hosts an annual event called WordPress accessibility day, designed to help increase awareness of the importance of accessibility in modern technology. 

The Cost and TCO 

Another important aspect of your evaluation will be the cost of your CMS, and its long-term total cost of ownership (TCO). 

The platform you choose will need to deliver good value for money and a strong ROI. How easily you can achieve these will vary depending on the CMS and how well it aligns with your business’s requirements.  

Drupal’s Up-Front Investment and Ongoing Costs 

Drupal is an open-source platform, which means it’s free to use. In most cases, Drupal is a good option in terms of value when compared to other CMSs.

You’ll only need to worry about costs like agency fees for development, your platform hosting, and post-deployment testing and maintenance. 

However, the aforementioned complexity of Drupal often causes agency work to be more costly and time-consuming than it would be when working with platforms like WordPress. From basic set up and development to customisation, it’s possible your TCO will continue to grow over the years the longer you’re working with Drupal.  

WordPress’s Low Cost and TCO

WordPress, on the other hand, is a very cost-effective solution with a much lower TCO than with Drupal. 

It’s another open-source platform with no license fees, and you’ll rarely need to add on new features or capabilities because it comes with so much “out-of-the-box” already. 

WordPress development is more simple and affordable, as are its maintenance and support. As mentioned earlier, the fast time-to-market helps you get a high quality website launched quickly so you can begin seeing ROI almost immediately.

Understanding the Role of an Agency 

The role of an agency has been mentioned several times throughout this article. That’s because most businesses with a great website will have worked with an agency partner with platform-specific skills to help them bring their vision to life. 

An agency can support you with hosting, design, development, maintenance, security, and updates, each of which can be highly complex and challenging to handle alone. 

Therefore, it becomes even more important to consider how easy your CMS is to work with, not just for you and your team but for your development agency as well. 

With a platform like Drupal, that has a reputation for being difficult and time-consuming to work with, agency projects are likely to be quite a big investment, and an ongoing one at that. WordPress is a platform that’s far easier to work with, meaning that the cost of releasing a quality, secure website will be much more affordable. 

A CMS becomes far easier to use when you find an agency with the experience and expertise to help you gain as much value from the technology as possible. Whichever platform you choose, you’ll find it easier to achieve positive ROI if you have a specialist partner supporting you. 

Deciding Between Drupal and WordPress 

Both WordPress and Drupal are perfectly good options for most businesses looking for a new CMS. While there are strengths and weaknesses to consider, the most important thing is to keep your business’s specific needs in mind.

Make sure you’re clear on your strategic objectives, unique requirements, users, budget, and other factors to inform your decision. Once you’ve done that, use the comparisons in this article to see how each CMS lines up against what you’re looking for. It should then become evident which platform is more suitable for you. 

If you need more help in your evaluation of the various CMS options: 

• Read our comparison between Sitecore and WordPress here. 
• Read our comparison between Umbraco and WordPress here.

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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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We’re thrilled to announce that SoBold has been nominated as a finalist for an award at The Drum Awards for Marketing. 

We’ve been nominated for our team’s outstanding work developing RedeWire, a unique, “game-changing” online portal for global financial services business Rede Partners LLP.

The Drum Awards for Marketing

The Drum Awards for Marketing are intended to highlight agencies and marketing teams that truly understand their clients. Focusing on outcomes, not outputs, these awards are designed to celebrate teams who have demonstrated the measurable value their work has delivered for their clients.

We’ve been nominated as a finalist in the transformation category. This category rewards creative and innovative thinking from agencies who have created a change in model or product to enhance experiences for their clients and their end-users.

The criteria on which the finalists were selected for this category included:

• Innovation
• Creativity
• Clear strategic thinking
• Effectiveness
• Tangible results. 

We’re incredibly proud to be named as a finalist for this award, especially since innovation, creativity, and strategic thinking are qualities that we actively strive to put into every project we work on for our clients. 

“Game-Changing” Innovation – the RedeWire Platform

Global private equity (PE) fundraising advisory firm, Rede Partners, has a mission-critical process of keeping a large network of limited partner investors (LPs) updated with relevant, timely information about opportunities to invest in client funds.

The previous method of communicating this information to LPs was a large static PDF doc, produced once per quarter, shared with LPs via email. That approach is standard within the fundraising advisory industry, with many of Rede’s competitors using a similar approach. 

But the Rede team recognised this needed to become more engaging for their clients, and our team here at SoBold provided an opportunity to innovate and transform this process.

We worked closely with Rede’s stakeholders to understand their challenges and define a clear set of strategic objectives. This allowed us to identify a way to remove this long-winded, one-way communication process with LPs and create a dynamic, interactive online portal.

RedeWire is the first of its kind, and has been identified as a “game-changer in the industry” by Rede’s LPs. 

RedeWire successfully met Rede’s complex set of requirements, allowing them to: 

• Make a critical client engagement process increasingly efficient and effective 
• Provide each user with a personalised experience that includes tailored investment information and updates
• Obtain more data about user engagement and leverage that to improve other services
• Accelerate and increase investment in client funds, driving significant commercial growth for the firm
• Use an industry-first digital tool to gain significant competitive advantages.

The portal has already exceeded expectations for adoption, as it has made one of Rede’s critical points of communication with investors more efficient, effective, and engaging. 

Check out our case study to learn more about the RedeWire platform here. 

What they Had to Say 

Gabrielle Joseph, Head of Due Diligence and Client Development at Rede Partners LLP, said:

“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.”

One early adopter of the RedeWire platform also provided highly positive feedback, saying:

“This is a massive time-saver for everyone. I can’t believe how fluid and user-friendly it is. It will be a useful tool in 2023. We’re super impressed.”

Waiting for the Results  

The results will be announced at the live awards show on June 15, 2023, in London. Congratulations must also go to our fellow finalists, Yodel Mobile, Braze, and Coterie Marketing. 

Please keep your fingers crossed for us until then, and keep an eye out for the results this time next month! 
In the mean-time, you can discover how financial services businesses should approach bespoke web development projects to successfully embrace digital transformation here.

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