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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- Continually scrolling as we know is addictive, a pro…debatable but it does have a better usability experience than clicking
- There is a better chance of user engagement
- Users have the opportunity to discover new content with little to no thinking
- Thanks to social media continuously scrolling on mobile has become the prefered way to interact with content
- There is no way for the user to reference or bookmark content of interest
- If done incorrectly it can have an impact on site performance as the page needs to load infinite content as the user scrolls
- Your user will never reach the footer which may house important information for them
- Your pages will have a good conversion rate because as people are searching it will show in a specific list of items
- It will give your users a scene of control and clarify how long it will take them to find what they are looking for.
- A returning user will be able to identify quickly where the content is
- It obstructs the user experience which will lead to lower engagement rates
- If not implemented properly can cause confusion
- So which one is better for you? The bottom line is no ideal or stronger one, it all comes down to your UX and content requirements. The best thing to do is to analyse web and user goals and make decisions based on them.
- Auto-updates – When your platform’s software is automatically updated, changes in the code can cause new security weaknesses to arise.
- Plugins – Using WordPress plugins from untrustworthy sources, or neglecting to update and maintain your plugins properly, can also cause security issues.
- Review the results and analysis of any previous tests (if there are any)
- Define the scope of the testing, including which tests will be performed
- Gather all necessary data and information on the system to conduct the testing
- Determine the criteria of success or failure for the tests.
- Use automated tools to scan for vulnerabilities and identify weaknesses
- Attempt to exploit the identified weaknesses
- Repeat the tests with different types of user roles and permissions
- Measure the outcomes against criteria for success or failure
- Create a report on the outcomes and results of the tests.
- Review the reports and analyse the results
- Remediate and resolve the vulnerabilities that were able to be exploited
- Re-test the vulnerabilities to ensure remediation was successful.
- 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.
- 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.
- 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.
UX Design
10 May, 2022
Infinite Scroll vs Pagination. Which is better for you?
We recently had a friendly debate in our office of which we thought was a better experience but putting personal bias aside there is no right or wrong answer. It all depends on the type of service you are providing.
Content is what defines your website and the reason why your audience will return again and again. Choosing the right browsing experience based on your unique content will enrich the experience rather than leave your audience feeling confused and frustrated.
What is infinite scrolling?
I think it’s fair to say at some point we have all fallen down the rabbit hole of endless scrolling. In short infinite scrolling is a technique used to fetch a continuous source of information as a user reaches the bottom of a page. Pinterest and Unsplash are great examples of the use of dynamic content.
What is pagination?
Pagination is the sequence of numbers used up to divide pages of content that a user can control, you’ll see this commonly used on large e-commerce sites or information websites that update content regularly.
The pros and cons of:
Infinite scrolling
Pros:
Cons:
Pagination
Pros:
Cons:
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Development
14 July, 2023
A Guide to Penetration Testing: Strengthen Your Website Security and Minimise Risk
Penetration testing, often abbreviated as pen testing, is an essential process to ensure you maintain a safe and secure website. But what exactly does pen testing involve, and how can you rest assured your agency partner is covering all potential vulnerabilities for you?
This article will provide a detailed guide to penetration testing, helping you minimise your security risks and ensure your website is fully protected.
In a recent series of articles published in our resource library, we provided an in-depth explanation of the end-to-end process of building a high-performance, enterprise-grade website. (If you’d like to read that series first before learning about pen testing, you can start here).
After you’ve worked with your agency partner to successfully build your website, you’ll also need to ensure your site is protected from cyber security threats. With that in mind, you should understand the important role that pen testing plays in effective website security and maintenance.
What is Penetration Testing?
Penetration testing is a form of website testing that’s used to identify security vulnerabilities When conducting pen testing on your site, your agency will simulate a range of cyber attacks that could be used by cyber criminals or malicious software (malware).
The purpose of this is to identify security weaknesses within your site and take action to prevent them from being exploited in the real world. This approach goes beyond basic tests, as it doesn’t just list the vulnerabilities, it examines how they could be exploited and helps to prevent that from happening.
Why is it Crucial for an Agency to Conduct Penetration Testing?
Website security is critical in today’s digital business landscape. Cyber security threats have become highly intelligent and sophisticated, now capable of penetrating even the strongest security networks.
For instance, global technology giant Acer was the victim of a cyber security attack that demanded a ransom of $50 million USD in recent years.
The outcomes of a cyber attack on your website could be catastrophic, either through sensitive data being stolen, lengthy losses of business continuity, or even reputational damage.
Remember, your site’s security isn’t just vital to you as a business, it’s also something your clients need assurance with when they agree to work with you. You should be taking as many proactive steps as possible to ensure your security measures are rigorous enough to match high levels of risk.
Covering All Bases for Robust Security (in WordPress)
It’s useful to be conscious of the common security weaknesses and pitfalls cyber criminals typically aim to take advantage of.
Security vulnerabilities can be created when your website is running on outdated versions of your platform, or if something hasn’t been configured or integrated properly. Other common pitfalls include weak authentication measures and insufficient protection from the perspective of your users.
With platforms like WordPress, there are some areas in which less experienced agencies could allow security vulnerabilities to creep in as well. For instance:
This is one of many reasons why it’s important to work with an experienced agency partner who has proven platform-specific knowledge and expertise. Your agency should know your CMS of choice inside out, and should therefore be well aware of all the most common security pitfalls and targets for cyber attacks.
What Does Effective Penetration Testing Involve?
To conduct pen testing, your agency’s security experts will run through a process that attempts to penetrate your site’s security measures.
This is usually done in stages, as follows:
1 – Planning and Preparation
2 – Running the Tests
3 – Post-Testing
The Benefits of Thorough Penetration Testing
Working with an agency partner who can support you with ongoing pen testing is a necessary step towards gaining enterprise-grade security for your website.
Technology changes so quickly today. Your platform receives updates regularly, your site is always growing, and cyber criminals are constantly finding new ways to breach your defences and gain access to your data. Penetration testing allows you to keep the pace with new emerging vulnerabilities.
Conducting regular pen testing can also help improve client relationships and create competitive advantages as well. In certain industries, a demonstrable commitment to security will be greatly appreciated by your target audience. This can help to differentiate you from the competition and provide the trust required to attract more prospective clients to work with you.
Website Security is a Never-Ending Battle
While every business with a website faces tremendous security risks today, this is a proven process that can help to minimise that risk and give you the confidence you need in your site’s security.
Any agency partner you work with should have the knowledge and expertise to understand the importance of pen testing, and should insist on making this an integral, ongoing part of your site’s maintenance.
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Digital Business
9 February, 2023
Usability Explained – How Better User Experience Can Help You Grow Your Business in 2023
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:
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:
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:
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:
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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Announcement
24 September, 2022
SoBold is an accredited Living Wage employer
SoBold has continued to be an accredited Living Wage Employer and has formally made a commitment to ensure all new and existing staff contracts are renewed at the Living Wage rate as a minimum.
SoBold has been a Living Wage Employer since 2019 and they are committed to ensuring that all staff are treated fairly and remunerated fairly in line with the Living Wage Foundation.
The new Living Wage rates were announced on Thursday 22nd September 2022 and SoBold ensured that all staff pay is in line with this.
SoBold hope to see more agencies within the technology sector follow suit and become accredited.
SoBold Managing Director, Will Newland said:
We are proud of the people that work at SoBold and we truly care about them. Our staff have always been the life blood of our organisation and it is an absolute no brainer for SoBold to be a Living Wage employer.
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Announcement
31 January, 2023
SoBold launches bespoke online platform that is considered a “game-changer” for global financial services firm
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.”