Back in early October, SoBold made our debut visit to Brighton SEO. Since then, we’ve been busy putting the invaluable lessons from the event’s talented speakers into action, all while navigating Google’s November and December Core Updates. Now the dust has (hopefully) settled on the update-front, and the with next iteration of Brighton SEO still a few months away, we’ve taken the opportunity to reflect on our key takeaways and their impact on our approach.

A functional relationship with your development team is critical for SEO success

During Brighton SEO, a recurring theme across different talks was the challenges SEOs face when working with development teams, particularly those that operate in silos. Whether in-house or outsourced to separate agencies, a lack of communication, deprioritised SEO tickets, and limited understanding of SEO best practices often lead to delays, errors, and missed opportunities. Many speakers and attendees expressed frustration at the need for excessive hand-holding to ensure even basic tasks were actioned correctly.

At SoBold, we avoid these risks with a collaborative effort between our development and SEO teams. As a WordPress-first agency, our integrated approach ensures SEO tickets are prioritised appropriately, and implemented to the highest standard. By removing barriers between teams, we’re more efficient and deliver results that drive SEO success.

Don’t discount the basics

It sounds very simple, but one of the biggest takeaways from Brighton SEO was how critical the fundamentals remain to SEO success. Numerous case studies and real-world examples shared by speakers reinforced that many websites fail to rank well simply because they lack a strong foundation. While advanced techniques and tools may sound exciting, the potential is often wasted on websites that haven’t addressed core issues.

Speakers emphasised that getting the basics right still yields some of the highest returns. Core Web Vitals, metadata optimisation, fixing 4xx and 3xx errors, a clear site hierarchy and URL structure, proper indexation, robots.txt configurations and ensuring basic analytics are in place all play a pivotal role. These essentials are often the difference between stagnation and significant ranking improvements. Ensure your fundamentals are sound before turning to more advanced methods and strategies.

AI can be a game-changer for audits, but nothing beats human written content

AI has been the buzzword of the industry in the past two years. Incorporating AI into everyday tasks to maximise efficiency was a key theme at Brighton SEO, specifically the use of AI to streamline time consuming tasks like audits and data analysis. 

Audits are central to developing an SEO strategy and crafting roadmaps, and leveraging different AI and machine learning strategies to research, collate, and organise relevant data was a hot topic at the conference, with lots of very knowledgeable people offering extremely useful and actionable insights into how existing workflows can be enhanced through AI. 

By leveraging AI tools and machine learning, SEOs can quickly identify technical errors, gather keyword insights and generate comprehensive reports, freeing up more time for the higher-impact strategic work. Speakers showcased actionable ways to integrate AI into workflows, potentially revolutionising the process of audits, roadmaps, and reporting.

However, there are clear limits to the use of AI. While it excels behind the scenes, it falls short when it comes to creating authentic, engaging content. Google’s guidelines, a number of algorithm updates, and leading voices within the SEO community on social media continue to emphasise that nothing beats human-written content based on real expertise and experience. The message was clear: AI can enhance efficiency, but content that resonates with users, builds trust and meets the intent of the searcher must remain in the hands of skilled human writers.

Google’s AI snippets are traffic thieves

Generative AI has been a hot topic across numerous industries since the launch of ChatGPT 3.5 in November 2022, especially in SEO. Google has released numerous updates (to mixed responses) to combat the large influx of AI generated content and the ability for anyone to churn out masses of content on subjects outside their areas of expertise.

There’s no doubt the rise of AI sent internal shockwaves at Google, who had to quickly innovate to withhold a potential threat to their dominance. As a consequence, they released the Google Generative AI Snippets, which generates AI answers at the top of the search results for a range of queries, based on information it’s gleaned from the top ranking pages for said query.

While the concept may seem beneficial to users, the reality is stark for website owners and their SEOs: visibility is drastically reduced. Data presented at Brighton SEO revealed that URLs in Position 1 under these snippets suffered traffic drops of 70%. 

Many SEOs and site owners argue this practice borders on theft, as Google repurposes content with minimal credit or incentive for users to click through, and wouldn’t be able to surface any of this content without the websites creating it in the first place. This controversy isn’t going away anytime soon, and SEOs will need to strategise carefully to adapt to this new reality.

Test, test, and test again

Many of the talks were very insightful, offering new methods and solutions for a range of tasks. But each website is different, and what may have a profound impact on one website may not do the same on another. 

There are very little one size fits all in SEO, and our testing of the new methods and techniques detailed at Brighton SEO has shown just that. We can take the direct learnings from these talks and apply them literally with minimal change, but with benchmarking the initial metrics, examining the difference once recommendations are applied, and tweaking these with our own insights, we can maximise the impact. 

Whilst the wealth of talent and expertise of the speakers at Brighton SEO was at a very high standard, SEOs shouldn’t rest on the laurels and only go as far as these talks suggest, but leverage their own expertise and knowledge, pairing it with the expertise from these conferences to get the best results. Building upon some of the strategies outlined at Brighton SEO and putting our own SoBold-spin on these is already bearing fruit, and testing is at the heart of this.

Final Thoughts

From the importance of solid fundamentals to embracing AI’s potential while recognising its limitations, these takeaways are invaluable for SEOs and developers alike. By testing, adapting, and collaborating, we can turn these learnings into impactful strategies allowing us to navigate the uncertainty of Google Updates, as we look ahead to the next conference in April.

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SoBold are delighted to announce that we have obtained a sponsor licence in order to sponsor international skilled workers to come and work at SoBold.

SoBold have always put heavy emphasis on hiring the best global talent for our needs, and we have strengthened our ability to do this by obtaining a Skilled Worker Sponsorship Licence. 

With all sponsorship licences that the Home Offices grants they need to be reassured that the sponsors can live up to the “significant trust” that the department places in them. The Home Office further made checks that SoBold is a “honest, dependable and reliable” workplace, and capable of meeting the responsibilities that it expects from sponsors.

Since being granted our Skiller Worker Licence, we have been fortunate enough to put it to use to hire two new team members. 

Anna de Moraes, joined SoBold, from Portuguese company, SpringParrot. Anna had been able to work remotely, and was living and working from the UK, when she got in touch with SoBold. Anna, who is natively from Brazil, said of the process: 

“​The steps were pretty clear and the whole process was quite simple. I’ve had friends waiting years for their visas to be approved while we were able to complete everything in a short period of time! I was already excited to start and, in a blink of an eye, I was finally part of the SoBold team!”

More recently, SoBold hired Santosh Gajera as a Back End WordPress Developer. Santosh has relocated from India in order to provide his services to SoBold. When asked about the process behind him getting his Skilled Worker VISA granted, Santosh said:

“To keep my IT career moving forward, I needed sponsorship from an organisation that sponsored my visa. SoBold has been an invaluable help in obtaining my Tier-2 (Skilled worker) visa. I am very thankful to their hard work and professionalism. My documents were handled very scrupulously by them, and they provided full support throughout the whole application process . I got my visa approved in two days, which is amazing, and they handled everything for me.”

SoBold worked with all-in-one digital platform, Nation Better in order to achieve our sponsorship licence and the process was streamlined, affordable and transparent.

SoBold already have a diverse talent pool, with staff from all over Europe, and with the help of Nation Better, we have been able to improve the way in which we hire international talent and open up opportunities further afield. We look forward to continue growing our team with exceptional overseas talent and have access to a wider talent pool.

SoBold Managing Director, Will Newland said:

We are absolutely delighted to welcome both Anna and Santosh to the SoBold team. Without our Sponsorship Licence we would be missing out on a large pool of talent that is the future of our business. We very much look forward to continuing to use our Sponsorship Licence to our advantage and giving skilled employees the opportunity to come and work here at SoBold.

For more information on what current vacancies we have, please visit our website careers page.

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Cyber security and data protection should be top priorities for your business right now. Of course, this is particularly important for large businesses, and those in strictly regulated industries like financial services, where the outcome of a cyber attack or data breach can be catastrophic. 

As these security concerns continue to intensify, you must be increasingly careful and vigilant about the technology solutions you use. You should also take more proactive steps to ensure everything in your tech stack is built and managed in a way that minimises your risks.

When it comes to WordPress, there’s a common misconception that the platform isn’t secure enough for large businesses. This misunderstanding tends to come from the fact that it’s free-to-use, so it was originally more popular among smaller independent businesses and B2C blogs. 

Today, however, WordPress is the world’s most popular content management system (CMS), and for good reason. Considering a significant percentage of that user base includes global enterprises, you’d think such popularity would be enough proof that it’s a secure platform. 

On the contrary, large businesses still ask us on a regular basis, “Is WordPress secure enough for us?” 

Is WordPress Secure? 

The answer to that question is, yes, WordPress is a secure, stable platform, even in its “out-of-the-box” state. WordPress’s core code is thoroughly tested and quality-checked by a team of security experts continuously. Not only that, but the same team regularly releases security updates and reinforces any potential weaknesses before they can be capitalised on by cyber criminals.

In fact, the speed at which security updates are implemented in WordPress is arguably the fastest in the world today when compared with other CMSs.

Additionally, WordPress is open-source software, meaning all its code is available to the public. Users are constantly suggesting changes and updates, often to fix bugs in the code and minimise opportunities for cyber criminals. This keeps the platform safe and secure for everyone else. 

But while WordPress does have the ongoing support of some of the most talented and devoted developers in the world, it’s not immune to security vulnerabilities. No software is, unfortunately. 

That’s why it’s important to be aware of, and work with, some fundamental best practices for security. Listed below are some steps you can take to further strengthen the security of the WordPress CMS.

Best Practices to Strengthen WordPress Security 

1 – Secure Hosting

The hosting service you choose for your platform will determine how secure and well protected your data will be. 

It goes without saying that WordPress should be hosted in a secure environment, overseen by an experienced provider who prioritises security within their services. 

Some things you should consider essential for a hosting provider include: 

• A fully-managed service with 24/7 support
• Automated monitoring and alerts
• Back-up and disaster recovery
• 99.99% up-time
• 100% pass-rate for data centre audits.

Before choosing your hosting provider, do plenty of research to ensure they’re able to provide these measures. Most businesses will work with a development agency partner for WordPress, and that agency should be able to help you with this process.

2 – Back-Up and Disaster Recovery 

Following on from the previous point, any good hosting provider should also offer back-up and disaster recovery services. These are like safety nets that will allow you to protect, save, and recover all your data in the event of any losses. 

3 – Be Careful with Plugins 

Plugins are a great way to enhance the WordPress platform with new capabilities and features. But you should only ever use plugins from reputable, credible sources, otherwise you could experience security problems.

It’s also important to keep all your plugins regularly tested, maintained, and updated. Again, this is an area where a WordPress agency partner will help you.

4 – Always Keep Your Platform Updated 

When you’ve built a website with WordPress, you’ll often receive software updates from the platform. Any time this happens, it’s because a bug has been fixed or some improvements have been made to the software.

Keeping up with these updates is so important from a security perspective, because they’re designed to keep your site secure. By letting your site run on an outdated version of the platform, you leave yourself at risk of a known issue being exploited by a cyber criminal or some malware. 

This is another thing that a good agency partner should take care of for you, so you don’t need to worry about keeping your platform up-to-date.

5 – Never Auto-Update Your Plugins 

You have the option to enable auto-updates within your WordPress platform. While this may seem like an easy way to keep your CMS up-to-date, doing so can create technical issues and security risks that simply aren’t worth the convenience. 

Each plugin you use will have its own button for you to turn auto-updates on or off. Any good agency will advise you to turn those auto-updates off and instead opt for a more secure approach to your updates, to maintain the resilience of your platform. 

6 – Use Security-Specific Plugins

Another way to reinforce the security of WordPress is by implementing security-specific plugins like WordFence, Sucuri, or Defender Pro. 

These handy tools will do a lot of the hard work for you, monitoring your platform and spotting potential vulnerabilities so you can fix them before they’re allowed to have any negative impact.

7 – Enable SSL 

A secure sockets layer (SSL) is a protocol which encrypts the transfer of data between your website and your users’ browsers. Enabling SSL makes it more difficult for cyber criminals to steal or compromise data online. Don’t worry, though, as this will be taken care of by your hosting provider as a standard practice. 

8 – Avoid Tools that Open Direct Access to Your Site Database from the Dashboard 

Some tools and plugins will enable direct access to your site’s database from within your CMS dashboard. While this can make certain aspects of website management easier for you, it also creates security vulnerabilities. This is something you should always avoid, because these additions are often severe security risks.

9 – Encourage Your Users to be Mindful of Security 

The biggest security risks, and many opportunities for cyber criminals, come from unsafe user behaviour, poor platform maintenance, and badly built sites.  

Your behaviour, and the behaviour of your end-users – and your agency – should always be mindful of security. If it’s not, sooner or later you’ll encounter problems. Some security best practices you can introduce include making strong passwords compulsory for all users and implementing measures like two-factor authentication.

10 – Find a Trustworthy Agency Partner to Support You 

We understand that following all these steps sounds like a lot of work. Of course, when you’ve got your own job to focus on, the last thing you need is to be spending time struggling through complex website security processes.  

That’s why it’s so valuable to find a reliable, trustworthy agency partner when using WordPress to build and manage websites. A good agency will ensure everything is secure and up-to-date for you, so you can spend more time providing outstanding services and experiences to your customers.

It’s always worth taking time to find an experienced agency with a strong track record of building robust, secure sites, to give you the peace of mind you deserve. That means they should handle your secure architecture, testing, monitoring, updates, and ongoing support for you as part of their services.

Being Truly Secure is an Ongoing Process 

When you’re selecting a content management system (CMS) to build critical digital assets like your website, security must be a top priority. It’s for that very reason more and more large businesses are looking to WordPress as their platform of choice. 

However, it’s equally important to choose an agency you can trust, and one that has these security best practices incorporated into their approach. This doesn’t just stop at the delivery of your website, either. True security is a constant ongoing process, and your agency partner should help you through that. 

Following the tips listed here will give you everything you need to build a resilient, secure website on WordPress, suitable for the enterprise. 

Interested in learning more about WordPress? Discover how a global enterprise achieved game-changing results by using WordPress to build a secure, innovative, bespoke solution. Check out the story of RedeWire from Rede Partners LLP here. 

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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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Summary 

If you’re looking to build a website for your business, a proven approach is to work with an agency and have them deliver the project for you. This could be a bespoke website design and development agency or solely a website or platform development agency.

Before you approach an agency, however, you’ll first need to reach a clear, detailed understanding of your requirements.

This article will provide an in-depth guide to help you through the briefing process and ensure your chosen agency delivers your project successfully, including a free template you can use to create your own brief.  This template can also be used for other types of development projects as well, including anything from an online portal to an internal training platform.

Where to Start 

Whether you need to design and develop a new website, or rebuild or migrate an existing site, a natural first step is to take your idea to an agency with a view to launching a web development project. 

However, it’s a common mistake to go to an agency too early with just a raw, under-developed concept. Rather than meeting with an agency prematurely, we strongly suggest going through the process of defining your specific requirements and creating a project brief first.

The first thing to do is hold a discussion with the relevant people internally. Talk through the idea, and try to define what it is you need and what you want to achieve with it. Get a clear picture of what that idea or a concept will turn into, but also think carefully about what it should do from the perspective of your end-users. 

Once you have a more tangible understanding of what you’re looking to build, you should begin creating a brief. 

This is a document outlining the key details and requirements for the project. It’s something you’ll need to take with you to your introductory meetings with the agencies you’re considering, as it will be a very useful tool in helping you explain your idea clearly. 

A brief doesn’t have to be complicated. It’s just a simple written document that lists everything you want at this early stage. However, while a brief can be simple, it’s important that it’s as specific as possible too. The more detail you provide for your agency, the more chance you’ll have the project delivered on time, within your budget, and meeting your expectations. 

Why Having a Brief is Crucial

There are some potential pitfalls to be aware of that could create challenges for you if you don’t create a thorough brief. 

Unfortunately, some agencies will be willing to work with you without a detailed brief, glossing over important details and keeping the expectations and requirements vague. This is a red flag to look out for, as it will likely result in one of several outcomes:

• You risk going through a long, expensive discovery and definition exercise that you could’ve done yourself internally for no cost. 

• You risk being given a quote that’s too expensive, or a project timeline that’s longer than necessary.

• You risk receiving a service from the agency that doesn’t align with your request or meet your expectations. In turn, you’ll then have to spend even more time and money on a new project to get your original idea developed. 

A brief is what gives you and the agency a mutual understanding of the work that needs to be done to successfully deliver the project. Without that specificity, you might end up disappointed. That’s why it’s always wise to put some time and effort in up front before taking your idea to an agency.  

Once you submit your brief, you may be invited to participate in a follow-up session to further explore the requirements you’ve listed. This is perfectly normal, and actually a good sign. Experienced agencies will want to talk through each of the elements of your brief with you to help determine the best possible way to deliver those in the project.

How to Create Your Brief 

When you begin to discuss and plan the requirements of your project between your team, we recommend thinking carefully about the following points. 
Please note: There are a lot of things that could go into a project brief, depending on how complex your requirements are, so we won’t include everything here in this article.

The Project’s Purpose and Goals 

Start by thinking about what the purpose of the project is. There’s no use speaking to an agency until you have a clear, specific understanding of exactly what you’re trying to achieve with this project. This should relate to your strategic business objectives, but it should also be designed to meet the needs of your end-users. 

Ask yourself how this will allow you to improve your end-users’ experience or solve a problem for them. Answering this might involve working on user personas or developing user stories, or potentially even working directly with some members of your target audience to gather their input. 

Project Timelines and Deadlines 

Timing is another important point to think about, particularly how much time you have to deliver the project. Deadlines can sometimes relate to certain dates that are out of your control, so it’s better to start as early as possible in those cases. If there’s any flexibility with the timeline for delivery, make a note of that as well. 

Project Stakeholders

Make a list of all the stakeholders involved. This is a good thing for the agency to be aware of early on, because the project becomes more complex with a higher number of stakeholders.

Depending on the size of your business, and the nature of your site, your project team will usually be some combination of: A marketing director or marketing manager, someone from your operations department, and someone from IT. 

However, if you also have people like someone from your IT team responsible for security, a content writer to provide all the written text, or any external consultants, that should be made clear in advance. If your site will need to integrate with other platforms, such as your CRM system, you may have an integration manager specifically in charge of overseeing that as well.

It’s useful to designate roles to certain stakeholders, such as project sponsors, product owners, administrators, and so on. This will help you understand who’s responsible for different aspects of the project internally. 

If you plan to work with external agencies for things like SEO or branding, it’s important to note that in your brief. This is necessary for the development agency to be aware of as early as possible, because collaborating with other third-parties at different stages of the project requires a lot of coordination. 

Certain processes may also have to run differently if other third-party agencies want to be more hands-on or handle some parts of the site themselves. The earlier this is made clear, the more smoothly the project will run. 

Technology Preferences 

If you have any preference of technology platform or any requirements related to your existing tech stack, that will be something you’ll need to decide early on. For example, would you prefer to use WordPress due to its scalability, or do you have any existing investment in any other platforms? 

Think about any preference you have for the various technology choices available, why they’re important to you, and whether your agency will have to tailor their approach to accommodate that.

If you need help understanding and evaluating your options for technology platforms, check out our helpful guide here.  

Budget 

Try to determine a minimum and maximum budget for your project, even if it’s just a loose range for now. It will help you evaluate agencies, and will also help you prioritise the various aspects of the project as “must have” or “nice to have” in many cases. 

Design Look and Feel

This is where your company’s brand comes into play. You’ll want your site to reflect your brand and that will come through in the design. Bring any brand guidelines to the table, and think about what sort of tone or experience you want to convey to your end-users. 

If you don’t have any recent brand guidelines and want help updating them, or need to go through a rebranding process, mention that in your brief as well. Design and development agencies will often be able to help you in these areas too, or at least refer you to a trusted partner who can. 

User Interface (UI) 

How your end-users will interact with your site, and what kind of experience they’ll have, is largely determined by the user interface. When it comes to design and UI, simplicity is usually the best approach. However, depending on the function you’re providing, you might have some specific or bespoke UI requirements. 

Consider your target audience carefully here as well. For example, if most of your users will be accessing your site from a mobile device, it’s probably wise to opt for a mobile-first design.

Some other important things to think about here include how you’d like your sitemap to be structured, especially if you have an existing site that you’re already happy with. 

If your project will involve rebuilding or migrating an existing site or platform, it will be helpful to gather any existing data sources, such as Google Analytics, that will provide insight into your current site.

Non-Functional Requirements

Non-functional requirements are all the aspects of your site that happen behind the scenes. These are things that allow your site to do its job properly for your end-users, but won’t be evident to those people while they’re using it.

There’s a lot of things to consider with non-functional requirements, so we won’t cover everything here.

Hosting

If you have any specific hosting requirements, such as a preference for a certain cloud-based platform, or a particularly secure data centre, those will be important to identify as early as possible. 

Say, for instance, that sustainability is a core value for your business, this could also have an influence on how and where your hosting is managed.

If you have an internal IT team that will be contributing towards the hosting decision, make sure you involve them in the discussion.

Security and Compliance

Security is a growing concern for all businesses today. It’s crucial to think about security as a core component of any web development project, to minimise any potential risks for your business.

If you have someone in your team responsible for security, they should begin to think about issues such as: 

• How will you be backing up the site’s data? 
• What level of data encryption do you need? 
• How will users’ personal details be stored and protected? 
• Will you have two-factor authentication?
• What password recovery process will there be for users? 

Robust security also involves keeping compliant with any specific security or industry regulations that may affect your business. Of course, compliance with things like GDPR should be planned for at this stage too.

Some other common non-functional requirements include things like session management capabilities to track and things like log-in time, session length, pages visited, and so on. Search engine optimisation (SEO) tools, analytics, or other capabilities might need to be built into your site as well. 

Accessibility, Usability, and Responsive Design

When it comes to aspects that will make your users’ experience as seamless as possible, such as accessibility, a good agency will ensure all these things are taken care of for you. This is also the case for ensuring all major web browsers, operating systems, and devices are fully supported and compatible. Development should always be compliant with industry standards, taking into account optimum accessibility and usability.

However, if you have any additional or bespoke requirements for any of these things, those will be useful to note early on.

Functional Requirements 

The term ‘functional requirements’ refers to everything that your site will be able to do for its users, in terms of its features, functionality, and capabilities. 

As mentioned earlier, one of the first things you discussed was what the site will help your end-users achieve. From the perspective of building something your target audience can use, you should start to get a feel for what functionality is required to ensure they can achieve that.

Features 

Your features are the things your site will allow your users to do. These can be very simple, or very sophisticated, depending on what you’re aiming to provide for them. 

When putting your brief together, think of any and all features and functionality that might benefit your users. Your agency will then work with you to explore these and find the best way to turn that into intuitive, user-friendly features for you. 

What to Do Next 

Once your team has been through the process of talking through all the points listed above, you should have a very thorough, useful brief to work with. The next step is to take that brief to any introductory meetings you have with agencies and ask them what they think of the project initially. 

It’s normal for an agency to ask lots of questions at that stage and really dive into the ‘WHY’ behind all the things you’ve put into your brief. A good agency will even challenge you on certain decisions, to help you determine the best possible way to build what you need. 

Once you’ve discussed your brief with an agency, determine which one feels like the best fit. Choosing the right agency is crucial, as it will have a huge influence on whether or not your project is successful. 

As mentioned earlier, some agencies will agree to launch into a project without a brief, and that can be extremely problematic. While the main purpose of a brief is to help you and your agency understand exactly what you need, it should also be used as a way to spot partners who may not be sufficiently thorough or conscientious.

Whichever agency you choose, a detailed brief will help you ensure you’re given a fair quote, realistic timelines for completion, and a finished product that meets your requirements and expectations.

More Helpful Resources 

If you’re considering a bespoke development project, our related article provides useful guidance to help you choose the right technology platform for your specific needs: 

Understanding and Evaluating Enterprise Options for Bespoke Web Development

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