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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SoBold, the High-Performance WordPress design and development agency, has delivered an industry-first portal for Rede Partners, a private equity fundraising advisory firm that provides fundraising services to PE funds across Europe, North America and the APAC region. 

This bespoke portal, built on the WordPress platform, allows institutional investors to navigate upcoming funds advised by the placement agent.

Rede approached SoBold wanting to create a better user experience and improve fundraising outcomes for its customers. Rede wanted to achieve this by replacing its ‘Current Fund Offering’ mailout and PDF with an interactive, personalised, and secure online portal. Rede and SoBold worked in close collaboration to devise a simple, bespoke solution capable of delivering on a complex set of requirements, and that online portal soon became RedeWire.

RedeWire was fully integrated with Rede’s CRM system, Dealcloud, passing back data on user interactions and page views, allowing the team to follow up with interested clients.

RedeWire has been built fully personalisable for users, meaning that limited Partners are able to set all their preferences on first login, and through their account, allowing them to tailor the funds they see on their fund offering dashboard. 

As part of the RedeWire platform, SoBold also designed and developed a bespoke front-end editing and approval interface to digitalise their offline fund approval process. This process has enabled Rede Partners and their clients to send out live previews of how a fund will appear on RedeWire, gather real-time comments, or make fully audited edits to a page’s content before submitting it for approval and publication on the RedeWire portal.

RedeWire has now launched to Rede’s full customer base and initial feedback has been overwhelmingly positive. The platform has already seen a high number of account activations and interactions within its first full week of use.

SoBold and Rede will continue to work together to develop RedeWire’s capabilities further and improve the portal’s user experience. SoBold will provide ongoing support to manage the platform and deliver enhancements on a monthly basis.

You can read more on our working relationship with Rede Partners here.

Gabrielle Joseph, Head of Due Diligence and Client Development for Rede Partners said,

“The SoBold team has been a real pleasure to work with and has successfully made our vision a reality. Originally conceived as a game-changer within our industry, we are thrilled with the outcome of RedeWire and have had several clients highlight how intuitive and easy-to-use the platform is.” 

“Throughout the project, SoBold clearly understood our vision and provided thoughtful solutions to our needs. Choosing to partner with this team was one of the best decisions we’ve made, and we couldn’t be happier. We look forward to continuing to work with the team as the site evolves.”

Will Newland, Managing Director, SoBold said,

“We’re delighted to see such high early adoption of the new platform. The user feedback has been excellent so far, and this is the first of its kind in the private equity space, creating a personalised experience. We’re continuing to roll out enhancements on a monthly basis and can’t wait to grow the platform further.”

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Evaluating and selecting the best option for a bespoke web development project is an important decision, with a lot riding on it. But with so many technology providers, platforms, and agency partners out there today, that decision can be overwhelming. 

In this article, we’ll guide you through this evaluation process, explore the options available, and help you choose the right technology platform for your own web development project.

We all know that a large business or enterprise relies on technology to function. With dozens of sites across different countries, hundreds of employees, and thousands of customers, technology is the heartbeat of your organisation.

You need sophisticated technology to facilitate mission-critical digital assets like your website, mobile applications, staff portals, communications channels, and various other systems. Many businesses also leverage technology to facilitate processes or capabilities that are entirely unique to the organisation, like internal training platforms or bespoke tools for certain departments. 

With that in mind, it’s important to find a platform that can meet your specific requirements and enable you to accomplish your strategic objectives. 

Modern enterprise systems need to be dynamic, scalable, and intuitive, and achieving that involves some complexity behind the scenes. For that reason, it’s often necessary to take the route of a bespoke development project to ensure your business gains exactly what it needs in terms of both functionality and capability.

A content management system (CMS) is the most common technology platform for businesses to deliver these projects, with almost two thirds (63%) of all sites on the Internet powered by a CMS today. This is a type of software used to build websites and similar systems, allowing you to easily create, edit, and publish digital content across a range of online channels and devices. But determining the best CMS, let alone choosing the right one for your own bespoke development project, can be a daunting challenge.

So, let’s explore the situations in which it’s wise to adopt a CMS to deliver a development project. We’ll then walk you through the next steps, giving you the confidence to make the best decisions for your business along the way. 

Enterprise Challenges with Technology 

There are plenty of situations in which a marketing team might be struggling to identify the right technology platform for a project like this. 

Perhaps you need to find a way to deliver something very niche, like building a new website or internal system from scratch. Maybe your project requires you to build a website on a new platform, and that platform needs to integrate with your internal systems like Salesforce, HubSpot, PowerBi, and other back-end applications.

Or, you may be trying to solve a challenge, like finding a suitable way to replace your current legacy systems. If, for example, your current website is built on a CMS like Drupal, and it’s no longer capable of meeting your requirements, you’ll need to find a new platform and migrate everything over.

A CMS is an ideal solution in each of these scenarios, and many others. Of course, with such a vast technology landscape to navigate, finding the right CMS is no easy task. It’s even difficult to know where to begin for most enterprise marketers.

So, let’s take a look at how you can approach this evaluation process in a cost-effective, efficient way.

How to Approach an Enterprise Web Development Project

Firstly, as an aside, it’s important to regularly review and reassess whether your CMS is fit for purpose, even if you don’t have an immediate requirement for something new. 

Modern technology is advancing so rapidly. With that, your users’ expectations – both employees and customers – are evolving as well. You need to keep up with the pace of change and ensure your technology can still meet the current demands it faces from those users.

Back to the task at hand, though. Before you begin looking into different CMS, you should try to define exactly what it is you need from them. 

Whether you’re building a bespoke website or migrating an existing site to a new platform, make sure you know exactly what you want to achieve by doing so. 

Start by asking questions like: 

• What’s the purpose of your project?
• What objectives do you want to achieve?
• What exactly are you looking to build?
• How much budget do you have to spend?
• What existing technology do you need to integrate with? 
• What features and functionality do you need?
• What skills and expertise do you have in-house?

Make sure you have a very specific brief and clear set of requirements to take to whichever solution providers and agencies you’ll be speaking to. If you don’t, you’ll struggle to fully understand whether the platforms you’re evaluating can actually deliver what you need.

Once you’ve got that, you can decide which approach is the best for your project. This could be: 

• Stick with your existing platform and update or build on to it
• Buy a custom, purpose-built, ‘out the box’ platform or piece of software 
• Work with an agency to adopt a new platform and/or build something bespoke.

It’s worth noting that most web development projects for large businesses will have complex requirements that are almost impossible to achieve without strategic guidance and ongoing support from an experienced partner. An agency partner will work closely with you to understand your strategic objectives and requirements, then provide you with platform-specific skills, tools, and expertise to achieve those. We’ll look at this in more detail later in the article. 

Defining Your Requirements 

As mentioned above, it’s important to have a specific set of objectives for your project and know what requirements are necessary to achieve those. These will also ensure the partner or agency you work with understands your brief and is able to deliver the exact finished product you’re looking for.

When scoping this out, there are some common capabilities and qualities most enterprise-grade platforms should have in order to meet expectations. Here are some things you should ensure your new platform – and the agency you work with, if you decide to go that route – can provide for your business:

• Bespoke development 
• Customisable design, features, and functionality 
• Migration from legacy systems to a new platform 
• Seamless scalability 
• A secure infrastructure
• Performance in peak traffic volumes
• Integration with back-end systems like Salesforce, HubSpot, PowerBi, and more
• Ease-of-use in both the front and back-end
• Quick and easy editing capabilities 
• Multi-site development for multiple languages across different countries
• Responsive or ‘headless’ design for web and mobile, enabling omni-channel customer experience.

Your Options for Enterprise CMS 

Drupal 

Drupal is popular among enterprises because it’s a highly secure platform. It’s also great if your team contains technical resources with good coding ability, as it’s very intuitive for people that have more advanced content management skills. 

On the other hand, Drupal can be very difficult to get up and running, and is lacking in terms of simplicity. Because of this, your agency costs will also likely be higher than with other CMSs if you take that route. 

Even if you do have that technical skill in your team, however, the platform itself is somewhat limited with customisation. It’s also worth noting that the version of Drupal most businesses currently use (Drupal 7) is soon reaching end-of-life. This has caused many Drupal users to migrate their existing sites to new, more intuitive platforms, such as WordPress.

Sitecore 

Sitecore is a robust CMS that provides more capabilities than the average platform. It’s popular because it actually offers a fully-managed ‘digital experience platform’ that delivers most of the qualities mentioned in the previous section. 

Sitecore comes with a good level of personalisation and is well suited for bespoke development projects. However, it’s an expensive system, requiring the procurement of licenses to begin using it. It also restricts certain capabilities unless you progress to higher tiers (and costs) of your licenses. 

From a practical perspective, Sitecore operates on quite hierarchical, complex workflows, which may not suit more agile or smaller teams. 

Umbraco

The scalability of Umbraco is great for large organisations, as it allows you to manage a high volume of pages and build out your website to meet the changing needs of your business.

Similar to Drupal, Umbraco is mostly suitable for users with more advanced content management skills and some development experience. This makes it difficult to use for the average marketing team, which increases the likelihood of higher costs, either through more expensive agency projects or even the need to hire someone in-house.

WordPress 

WordPress is the platform that powers almost 45% of the world’s websites. It’s so popular because it’s affordable, flexible, dynamic, and very easy to use. 

There is a common misconception that WordPress isn’t robust or scalable enough for large businesses. However, this continues to be proven as a myth, as some of the biggest brands in the world are now using WordPress for their CMS, from Nike to Bloomberg.

We’ll provide a detailed breakdown of the benefits and advantages WordPress offers in the next section.

Which is the Best Option? 

It’s important to remember every web development project will be different, and each of these platforms are good options in their own way. That’s why you should make your decision based on the solution that best aligns with your objectives, requirements, budget, and other factors. 

One common point related to all these platforms that’s worth noting is that each of them are exponentially easier to use, and will deliver far greater return on investment (ROI), if you have the support of an experienced specialist partner to guide you. An agency with platform-specific skills and expertise will ensure your business gains the maximum value from the platform you select, and help you leverage it strategically to harness its full potential. 

Business Benefits and Opportunities with WordPress

Using WordPress is an excellent option for any business. For large organisations in particular, there are a number of qualities that make it particularly beneficial. 

Scalability and Agility 

The WordPress platform is highly scalable. This means that the size and complexity of your website, and the amount of traffic passing through it, won’t be a concern. WordPress can also grow with your business and easily adapt to continue meeting your changing needs. Scalability is one of WordPress’s most prominent advantages for enterprises.

Low TCO and Strong ROI  

Of all the options listed above, WordPress comes with the lowest total cost of ownership (TCO). Unlike most platforms, you won’t need to bolt on new features or capabilities with WordPress,  nor will you have to worry about costly extra work to manage platform upgrades or updates. Additionally, because WordPress is so flexible and rich with dynamic features and capabilities, it’s proven to deliver strong ROI. 

Flexibility and Customisation 

WordPress is ideal for a bespoke development project because it’s highly customisable. You can use its flexibility to build bespoke features and functionality into your website or create an entirely unique system.

Fast Time-to-Market 

Because of its great usability and simplicity, WordPress allows for a very fast time-to-market, meaning you can deliver your project quickly and efficiently. However, it should be noted that  most businesses will need the support of a skilled agency to be able to achieve that.

Integration 

WordPress is very easy to integrate with other systems, such as HubSpot, Salesforce, and others. This means your business will experience minimal disruption due to integration, whether migrating to WordPress or starting a new development project from scratch.

Usability 

In the back-end, WordPress is renowned for its usability. As a CMS, it’s extremely easy to use, meaning you can get up-to-speed quickly and share responsibilities across more members of your team. 

Performance 

The performance, speed, and ease-of-use with WordPress are all enterprise-grade when building websites on the platform. This means user adoption and retention will be high, ensuring the success of your project and driving greater ROI.

Long-Term Value

When working with WordPress, you’ll also gain advantages that will deliver added value to your business, especially if you have the support of a specialist partner who can help you unlock the full power of the technology. 

The project doesn’t stop with the initial implementation of WordPress, either. As your requirements change, or your project evolves, WordPress is the best platform to adapt with you and deliver value to your business in the long-term.  

Why WordPress is the Future of the Enterprise

WordPress is the most popular and widely used CMSs in the world today. And that popularity has been consistently spreading into the enterprise market over the past decade or so.

This is no coincidence, either. It’s unsurprising to see how quickly WordPress is growing in popularity, as more and more businesses realise the vast potential of the platform and the benefits it can deliver.

When taking into account its unprecedented scalability, flexibility, and usability, not to mention its low TCO, WordPress is one of the leading options for bespoke web development projects for large organisations.

When it comes to evaluating the options for your own project, remember to carefully consider how each platform aligns with your requirements and objectives. Once you’ve identified the CMS that is most suitable to deliver what you’re looking for, consider the value that could be added to your project by working with an agency partner who specialises in that technology. 

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Technical Director, Sam Phillips and Managing Director, Will Newland were interviewed by Brent Weaver at Cloudways.

SoBold has been working with Cloudways since 2019 to help host development environments for all of their clients.

You can learn more about Cloudways, Managed Cloud Hosting services by visiting their website here.

See what they had to say in the video below.

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The moment Marti joined us at SoBold, we were excited and eager to see how she would translate her enthusiasm and energy towards development towards real life projects. We were not let down and she hit the ground running.

2 years later, largely hampered by COVID, we now are getting the absolute best out of Marti. She is incredibly reliable, diligent and talented and she is involved in all of our biggest projects.

Marti has never been one to code for the sake of coding, and she always makes sure she understands the bigger picture before diving into a project. 

⅓ of the Italian SoBold Office crew, we are very fortunate to have Marti and we truly can’t wait to watch her skillset improve and see her continue to work on the biggest and best projects!

We caught up with Marti to find out more about what she gets up to in her day to day life.

At what point in your life did you decide to become a developer?

Having studied Foreign Languages and Literatures, since uni I had a dream to become a successful translator. I came to London to fulfil this dream but I wasn’t sure which field to specialise in yet. So I started working at a restaurant, and in my spare time, I would translate articles for online media sites and magazines, and also produce subtitles for tv series.

Later on, I started a course in software localisation, and this opened up the dev world to me as I had to put my hands on the software source code. When it was time to search for a job, reality had a massive hit: competition was high, work was difficult to find, it was clear I had to invest more time and specialise furthermore.

I felt stuck and didn’t really know what to do with my life. So I went backpacking around the world for a few months, and I decided to dive more into that dev world that I found so interesting. Time wasn’t really a problem while travelling, so I read a lot about web development and took a lot of online courses. I devoured so many online resources, I just couldn’t believe they were all a click away! Since my first “Hello World” project, I’ve found the process of coding and building a website from scratch a beautiful mix of creative problem solving that never disappoints. Long story short, that’s when I knew I wanted to become a developer.

Describe your typical day

I wake up at 6:30am, I feed Coco and Lucy (my cats), I put some tunes on while having breakfast, quick shower. Then it’s checking the weather time: if it looks cloudy and rainy I’ll take the tube, otherwise, I’ll most probably board my Brompton and off we go to the office! Ideally, I like to conclude the evening by doing some form of exercise, usually rollerskating or a walk/run.

What’s your favourite project to date

I really enjoyed working on the new SoBold website, it’s been a huge team effort and the result it’s simply amazing!

What is the best advice you have ever heard?

I once read this quote: “If we all threw our problems in a pile, we’d grab ours back.”

I think it’s a beautiful sentence, it makes me appreciate life every day and makes me very grateful for all I have.

If you had to change careers what would you do instead?

Not sure what but surely something related to sport.

What was your most recent challenge and how did you overcome It?

When you’re a developer, every day there’s a new challenge. You just have to learn how to tackle them. In general, I think talking with a colleague helps a lot. Also “rubber ducking” can be a useful method for debugging code. In both cases, they’re powerful methods that consist in taking a break and articulating the problem in plain language.

What’s your favourite thing to do outside of work?

I’m a big ramp skate fanatic. https://www.instagram.com/martymcroll/

What 3 items would you bring to a desert island?

🇨🇭 🔪  🎸 and  🛌🏽

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