Usability is crucial to the success of any website, but it’s something that most businesses are still struggling to get right. This article explores what’s required to design a website with good usability, highlights common mistakes you should aim to avoid, and provides advice to help you improve the usability of your own site.

Digital Business Success Depends on Good Usability 

Almost every business today has a website. At this stage, it’s safe to assume your business falls into that category. In addition, you may have gone beyond an ordinary website and carried out a bespoke development project to create something entirely unique for your business. 

In today’s digital business landscape, having a great website is a necessity. And while developing a business website is no easy task in itself, it’s a challenge you’ve almost certainly already worked through. However, a challenge that you may still struggle with – like many other businesses we’ve spoken to recently – is mastering the usability of your site. 

Providing a user experience (UX) in line with the standards of today, that meets the demands and expectations of your target audience, is a complex problem that may be holding your business back from achieving certain goals.

Of course, a complex problem is best solved by breaking it down into simple steps. So, let’s start by looking at the issue of usability, and why it’s so important to businesses today. 

What is Usability? 

According to ISO-9241, usability is defined as “the extent to which a system, product, or service can be used by specified users to achieve specified goals with effectiveness, efficiency, and satisfaction in a specified context of use.”

In this case, the product in question will usually be a website. And, while user-centric design is an approach to creating a website that’s easy-to-use, usability is the measurement of how well that design has worked. 

Essentially, usability is about making the experience of using your website as convenient, simple, and reliable as possible for all your visitors. This is equally important for all kinds of users, whether they’re prospects you’re hoping to convert to customers, or employees accessing an internal process or system.

In a real-life example, if your business had built an internal site for your employees to access corporate resources and training material, usability would be determined by how easy – or difficult – it is to perform basic tasks. This includes actions like logging in, navigating the site across various pages, consuming the site’s content, inputting information into the system, and resolving errors quickly and efficiently. 

We each have experiences with usability hundreds of times every day, as we access websites and apps like LinkedIn, Amazon, Gmail, and so on. But there lies the key

Good usability on a website is something you don’t even notice. Bad usability on a website is something you notice, and will remember the next time you have the option of returning to that site or looking for a better experience elsewhere.

Usability can often be the difference between users adopting or rejecting technology. It could be the difference between your website’s visitors bouncing off the home page or converting to become customers.

Common Mistakes with User Experience (UX) 

One of the most common, and damaging, mistakes businesses make is assuming they know how their users will think, behave, and interact with their website. 

It’s always a risk to assume your users will respond well to decisions you make because you feel they’ll make things easier for you, from the development or management side of things. You should also try to avoid assuming users will understand certain things just because you do. 

Often, the opposite is the case. 

For example, certain structure and functionality of website menus may be something you assume your users are comfortable with, but are actually difficult for some people to use. You may assume that your users are happy using a website that has pages that infinitely scroll, when in reality that causes a negative experience for them. 

A common mistake we see lots of businesses make is deciding what kind of design and functionality they want, without considering who the target audience is and what they need from their experience. 

Remember your users are the ones who will determine the success or failure of your investment in this site, so their perspective is the one that should be taken when making important decisions during the design and development.  

By making those assumptions, not only will you provide your users with a more inconvenient or frustrating experience, but you may also drive them to find alternative means of completing their task at hand. If that task is purchasing a product or service, poor usability could begin to have a negative impact on your business.

What Do Users Want in 2023? 

People expect a seamless experience when using technology, meaning they want websites to be simple, quick, and convenient. 

This involves a lot of components, not just in your design and navigation, but also by finding the right balance with things like passwords, pop-up messages, audio and visual content, push notifications, and more.

Typically, a positive user experience will come from: 

• Simple, intuitive navigation 
• Clear, logical page and content structure 
• Large text that’s easy to read
• Clear input boxes 
• Helpful error messages
• Simple password requirements
• Large buttons and clickable icons 
• Easy undo, edit, and cancel capabilities
• Reliable refresh and back buttons
• Refresh functions that retain any input information
• Tapping or clicking buttons, rather than hovering over 
• The ability to pause and scroll through auto-rotating carousels
• Videos with the option of closed-captioning 
• Auto-fill for information input in forms. 

Users become frustrated when things are presented to them outside of their control or choosing. For example, some of the most maligned features of websites include push notifications, chat window pop-ups, pop-ups requesting feedback, prompts to install apps, requests for access to their camera or microphone, security questions, and so on.

It’s also likely to create a negative experience by presenting things in a way that doesn’t align with the logic of most of your target audience. For instance, if a website has an unclear structure and navigation, many users will be more likely to leave the site rather than persist in trying to use it.

A Word on Accessibility

Usability is sometimes confused with accessibility. While they are related, they are actually different concepts. Accessibility refers to the practice of making technology accessible and easy-to-use for everyone, equally, with a significant focus on those with disabilities and other difficulties. 

Web accessibility is covered under the Equality Act of 2010 in the UK. Many organisations now have a legal – as well as a moral – obligation to ensure their websites are accessible, by following a set of principles and standards known as the Web Content Accessibility Guidelines (WCAG). If you’re working with an agency, they should already have accessibility best practices included in their approach to design. Be sure to check this anytime you’re evaluating agency partners for a project. 

While accessibility and usability are different, all websites should be designed and developed to be accessible to everyone. This will include some of the same conventions mentioned above, as well as ensuring you cater for people with impaired vision and hearing, cognitive difficulties, those that need to use assistive technology, and so on.

Keep an eye out for our upcoming article taking a deep dive into web accessibility. 

Tips and Advice for Improved Usability 

1 – Keep it Simple 

When it comes to UX, the simpler the better. If something is complicated in its design or functionality, it will likely be complicated to use as well. Always try to keep things as simple as possible to give your site the best chance to achieve great usability. 

2 – Get the Fundamentals Right 

Similar to the issue of making assumptions about your target audience, it’s important to understand that certain aspects of usability are more objective than they are subjective. 

Yes, some people may prefer to hover over a drop-down menu rather than click it, but there are some fundamental principles every website needs in order to provide a satisfying UX. Get these right, and your site’s usability will be in good shape:  

• Optimise your site to ensure its pages load quickly
• Make all your site’s content is easy to perceive and consume
• Be consistent 
• Give your site a simple, logical structure and navigation
• Use responsive design to maintain usability across different devices and screen sizes 
• Use proper headings and sub-headings to organise your pages well
• Make sure clickable buttons and links stand out
• Use distinctive colours and contrast on your pages alongside white space
• Avoid making any of the text, buttons, or other touch-points too small 
• Provide clear, useful error messages.

3 – Learn from Experience 

Draw on your own experience in your personal use of the web to put yourself in the shoes of your users. If you encounter a feature or process that gives you a bad UX online, make sure you don’t have similar features or processes within your own site.

4 – Test With Real Users

Test your site with real end-users who are part of your target audience. The best way to give your website great usability is by asking people to test it out, gather their feedback, and put those learnings into practice. This is known as usability testing, and is a phase of the design and development process that should be planned into your timeline at the beginning of any project. 

5 – Know When to Ask for Help

To ensure your site is built with usability as a priority, you’ll require the support of a good agency partner. Work with a web development agency who can provide guidance from their experience delivering dozens, if not hundreds, of similar projects successfully in the past. A good agency should also help you with crucial processes like usability testing and user acceptance testing (UAT). 

6 – Use the Right CMS 

Your selection of content management system (CMS) or platform is another decision that can have a significant influence on the UX your visitors will be given. 

Some CMSs have a reputation for being clunky, difficult to use, and slow. Others, such as WordPress, are specifically designed to make websites as easy-to-use as possible for visitors. For example, WordPress is built with plenty of functionality that promotes accessibility for those with difficulties using technology.  

For more insight into this issue, we recently produced a series of articles comparing the pros and cons of the leading CMSs available today. You can read that here: 

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

The Benefits and Opportunities of Better Usability 

Working hard on your usability to create a great UX is something all businesses should be prioritising in 2023 and beyond. 

As technology continues to become more convenient and pervasive, people’s tolerance for slow, unintuitive websites and frustrating functionality is rapidly shrinking. 

If you do create a site that provides your users with what they’re looking for and meets their expectations, your business will begin to benefit from a number of outcomes: 

• More efficient and effective digital processes and services (both internally and externally)
• Greater adoption and usage rates
• Quicker, stronger ROI 
• Improved user or customer retention and loyalty 
• Commercial business growth. 

2023 Trends and Future Predictions 

While users’ preferences for speed and convenience haven’t really changed much over the years, their frustrations with poor UX and their demand for greater usability have increased. 

With technology now present in so much of our daily lives, people’s pateince for bad experiences is getting smaller and smaller. When it comes to web design, the best way to manage this is to stick to what’s proven to work and give your users what they want. 

The most important usability trend in 2023 may be to focus entirely on those fundamentals we mentioned earlier. Keeping things clear and simple is likely to be the most effective approach to UX design for the majority of businesses right now. 

Always Ensure Your End-User is Your Priority 

You’d be surprised how many websites fail because they don’t provide their users with a straightforward experience that aligns with their expectations. When you’re investing a significant amount of time, effort, and money into building a site for your business, you can’t afford to overlook the importance of usability. 

Whether your target users are prospective customers, existing customers, or your internal workforce, tailoring the UX to that specific audience is absolutely crucial. If you do, not only will your users have a better experience, but your business will also benefit from advantages that will begin to drive increases in business growth.

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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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When developing a high-performance website with WordPress, certain requirements will demand that your agency partner goes beyond the “out-the-box” functionality of the platform. 

There are two main ways your agency partner may work with you to build out custom functionality:

1. Plugins 
2. Bespoke development.  

While plugins are the go-to option for many small and medium-sized businesses, it shouldn’t always be such a quick decision between those two options. If you’re working on an enterprise-grade website, your agency should always give careful consideration when determining the best approach in every scenario. 

In this article, we’ll help you understand how to determine the right option between plugins and bespoke development for your own WordPress website. 

Why Are WordPress Plugins so Popular? 

Since WordPress is an open-source platform with a very active global community of web developers, there are tens of thousands of plugins readily available. For almost any use case you can think of, there’s almost certainly a plugin for it; probably even several. 

Plugins serve so many businesses so well because they’re pre-built functionality that quite literally plugs into your platform.

One of the main reasons plugins are so popular, especially for smaller businesses, is because they’re usually free. This provides a great cost benefit over bespoke development, on top of the obvious benefits in the speed of attaining the new functionality as well. 

Why You Should be Careful with Plugins 

Despite their popularity, there are downsides to plugins too. 

Relying on too many plugins, or using low quality plugins, may slow the speed of your site down significantly. A good WordPress development agency will try to keep the use of plugins at a minimum to ensure the speed and performance of your site isn’t compromised. 

Poorly built plugins, or ones that aren’t maintained sufficiently, could also cause glitches and errors to occur with the functionality they’re adding to your site. 

Security is another concern with certain plugins. If a plugin isn’t maintained and updated regularly, this will create vulnerabilities in your platform that could be exploited by malware or cyber security attacks. These vulnerabilities could also creep in if your plugins are auto-updated and left untested by your agency partner. 

Some less experienced agencies often fall into the trap of using too many plugins, while others are simply unaware of the risks associated with plugins from untrusted sources. This has given a bad impression of plugins in some circles. The missing ingredient there, however, isn’t the value of plugins, it’s the agency’s best practices. 

When to Use WordPress Plugins

If there’s a feature you need to add to your site that’s already been built perfectly in a trustworthy plugin, it’s worth considering that approach instead of building something from scratch. 

However, here at SoBold, we ensure a strict set of best practices are followed, and due diligence conducted, every time we’re considering using a plugin.

We’ll always make thorough checks to ensure any plugin we use is best-in-class, aligned with our high-performance standards, and so should any other agency you work with. 

This will include asking questions like:

• Does it have a large number of positive reviews?
• Is it built by an author with a good reputation?
• How active and trusted is the author in the WordPress community?
• When was the last date the plugin was updated? 
• Has it been updated regularly enough in the past? 
• Does the code quality meet our standards?
• Does the code align with modern WordPress development best practices?
• Is the plugin compatible with the WordPress block editor? 

Before implementing a plugin on your platform, your agency should also use it in a local testing environment to ensure it functions as expected.

The majority of plugins are reliable, offering a quicker and easier approach than building something bespoke. However, there are many cases where bespoke development is the more suitable option. 

When it’s Better to Use Bespoke Development 

When it comes to sophisticated, dynamic websites, plugins may not be capable of delivering the required level of performance, security compliance, or functionality. 

In these cases, your agency will turn to bespoke development to deliver what you need. This is often the necessary approach, because high-performance websites do require some complexity behind the scenes. And WordPress is arguably the best platform available today for bespoke web development. 

Building out your platform by creating new features completely from scratch, tailored to your exact need, brings with it a wealth of advantages over using plugins. 

This is particularly beneficial in terms of flexibility and customisation, giving you something entirely unique to your website. You’ll have complete control and ownership of your bespoke features, which provides greater security and seamless integrations with the rest of your technology systems. 

Performance will almost always be superior with bespoke development, delivering a far greater user experience (UX) and improving your customer engagement as a result. 

Bespoke development could even be more cost-effective in the long-run too, when compared to plugins that turn out to be problematic or aren’t updated past a certain point. 

Rely on Your Agency’s Expertise 

Determining whether to use a plugin or build something bespoke will be a decision your agency should guide you to make correctly. 

Each website and each business are different, so the right option will be unique to your own requirements and circumstances. Therefore, it’s also worth mentioning that this must be specific to each individual requirement as well, rather than taking a blanket approach.

The decision shouldl be based on the most straightforward way to give you the capability you’re looking for. It will also involve ensuring that your site’s security, performance, and UX are maintained. Another important factor to consider are your circumstances, such as your budget, timeframes, the amount of traffic your website is likely to encounter, and so on.

For example, if your agency knows that one of your top priorities for your website is excellent performance, they’ll make different decisions in that case than they would if you were more concerned with the fastest possible time-to-market. 

Some businesses even use plugins in the first phase of their website, then look to rebuild their plugin-based functionality with bespoke development when their business grows, or when they have more time and resources available.

It’s important to trust your agency partner with this decision and rely on their advice. This is why it’s so valuable to work with an experienced agency who understands your needs, so they can help you make the right choices and take the best possible option. 

Finding the Right Balance for Your Website

Plugins can be very useful, and it must be said that many WordPress plugins are outstanding in their capability and quality. However, if your specific requirements demand more than a plugin can deliver, bespoke development will be the correct approach.

Regardless, it’s crucial to find the right balance to ensure your site’s performance, speed, and security are maintained. 

Ultimately, your agency partner should always consider the specific requirements and circumstances of your project before deciding whether to use plugins or build bespoke functionality for your site. This makes it even more important to work with an experienced agency you can trust to guide you. 

Discover more about the scalability and flexibility of the WordPress platform, and its ability to deliver complex requirements for enterprise websites, in our related article here: Just How Scalable is WordPress?

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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.

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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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