Making the best possible choice of content management system (CMS) is crucial for the success of your website. But, these days, not only do you have to navigate the many different options – from WordPress to Sitecore to Webflow – you also have the added challenge of deciding whether to go “headless” or not. 

Whether to take the less conventional headless approach with your CMS is a decision that could cause some confusion. It could even cause some challenges with your website if you end up making the wrong choice.

In this article, we’ll help you understand exactly what a headless CMS is, when you may need to take that approach, and highlight some key considerations to make before finalising your choice. 

What is a Headless CMS?

With a traditional CMS, the back-end and the front-end of the system are directly linked. This is how you use your CMS for both the content management (back-end) and to control how the content is presented to your website visitors (front-end). 

In this context, the back-end of the CMS is sometimes referred to as the “body” and the “head” is the front-end. In a headless CMS, that front-end is decoupled from the back-end of the system, hence the term headless. With this approach, you use the back-end as normal for content management and the presentation of content in the front-end is handled completely separately. 

This is valuable because it allows you to design your website front-end however you like, without any restrictions. However, it also requires more technical work from your development agency as a trade-off. 

With a headless CMS, your content is presented to your audience on your live website by using APIs that take it from the back-end of the CMS. This use of APIs also allows you to publish the same content in a variety of different formats via different channels as well, but more on that later. 

Scenarios in Which You Might Need a Headless CMS

It’s important to understand that you should only take a headless approach if it’s the most suitable way to meet a specific set of requirements or objectives.

Some scenarios in which you might need to take a closer look at adopting a headless CMS include: 

If a large volume of content is a key component of your marketing strategy. 

If you’re going to be producing and publishing a lot of content on your website, you may benefit from a headless CMS. Many people find it easier and more intuitive managing websites in the back-end of a headless CMS.

The decoupling of the front-end also means that your development agency will be the ones responsible for ensuring your audience is presented with dynamic, engaging content. 

If you expect to have high volumes of traffic and need to maintain performance. 

If the size of your website’s audience will put a heavy demand on your CMS’s performance, a headless system could be a worthwhile investment. Using APIs, and leveraging other intelligent techniques, the headless approach often delivers faster loading times, reduces the workload on your servers, and offers greater scalability.

If you have a multi-channel marketing strategy, or need to publish content across multiple digital touch-points. 

The headless approach allows you to take one piece of content, upload it into the back-end, and seamlessly publish it across several channels, including website, mobile app, social media, email, and even internet-of-things (IoT) devices.

This can help you maximise consistency, while providing your users in each channel an experience optimised for their preferred context.

If you’re prioritising personalisation. 

As personalisation is becoming much more important in modern marketing, headless CMSs are becoming more popular in enabling those tactics. 

If you need to create personalised experiences for your website visitors based on their demographic data, past behaviour, preferences, and so on, a headless CMS may be the right option. This is a useful approach for delivering tailored content to individual visitors, improving your engagement and increasing conversions.

If you have a multi-lingual or multi-regional website. 

Delivering the same content to visitors in different languages, across different locations, can also be made easier by using a headless CMS. Your localisation process can be streamlined by managing the content for all users just once in the back-end, then delivering it seamlessly in its different forms based on location or other conditions. 

Key Considerations and Potential Pitfalls

While a headless CMS can be a great choice to deliver on the requirements discussed here, it’s still not a straightforward decision in these scenarios. 

Firstly, it’s important to note that a traditional CMS like WordPress can still help you achieve all the things listed above, especially with the support of an experienced, talented agency. Secondly, there are some downsides to the headless approach that need to be considered while you’re evaluating your options.

Security

Security is an issue that needs careful consideration when looking into the headless approach. The headless architecture, and use of APIs, create more security vulnerabilities than you’d have with a traditional CMS.

It’s also common for a headless CMS to require more hands-on management in key areas such as hosting and compliance, as well as more thorough and frequent testing. 

Development Complexity

When you ask your development agency to build, manage, and maintain your website using a headless CMS, you’re asking them for more complex work than they’d be facing with a traditional system. This complexity is something you need to be aware of, both in your selection of an agency capable of delivering your requirements, and in the additional workload you’re asking them to complete for you. 

Time-to-Market 

Following on from the previous point, more complex development work often results in a longer time-to-market for your website. 

Developing a website using a headless CMS may require more time and resources from your agency to deliver the work for you. If you need to get your site up and running quickly, or if you may require future development work to be delivered quickly, a regular CMS may be a safer bet. 

Technical Skills 

Publishing content with a headless CMS may be easy, but if something goes wrong, or you need something changed, you’re unlikely to be able to do it yourself. A headless CMS requires more technical skills and development experience to maintain than a traditional CMS, even for small tasks. If you don’t have these skills in your team, you’ll be more reliant on your agency partner than you would be with a normal CMS.

Total Cost of Ownership 

All the points listed here will add up to a higher total cost of ownership (TCO). When accounting for the higher volume and greater complexity of work you’ll require from your agency, you’re likely to spend a lot more of your budget on a headless CMS. 

Unless you have specific complex requirements that demand the use of a headless CMS, it’s usually the more cost-efficient option to go with the more traditional approach.

Content Strategy

With all that said, it’s also important to consider whether a headless CMS is even necessary based on your content strategy. 

Unless you have an intricate, wide-ranging content strategy that spans various channels and platforms, it might not be worth adopting a headless CMS at all. 

Most of the requirements you have can likely be delivered by working with a reliable agency partner using a sophisticated, flexible CMS like WordPress. 

It’s also important to note that WordPress can be used in a headless context as well. This offers you a balance between a familiar, easy-to-use system and a more dynamic UX for your visitors in the front-end.

The Benefits of a Headless CMS 

If you do decide to take a headless approach, your CMS can deliver a wealth of benefits and strategic advantages. These include: 

Scalability

The headless architecture will enable you to build out your digital presence rapidly, on a large scale, across multiple channels. This scalability will be crucial for your website as your business grows and your requirements evolve. 

Customisation

Both the back-end of your headless CMS and the front-end presentation of your content are entirely customisable, tailored to your specific requirements. 

Flexibility

Headless CMSs provide a great deal of flexibility in terms of your selection of technology, content creation, and implementation of a multi-channel market strategy. 

Ease-of-Use

If you work with a skilled agency partner who can set up and manage your system for you, publishing and editing content with a headless CMS becomes quick, easy, and efficient. 

User Experience 

Delivering your content seamlessly – and consistently – across a wide range of channels and digital touch-points creates a far greater UX for your target audience. 

Performance

The headless architecture removes the need to render pages on your server. This creates the faster loading times and improved performance discussed previously, which also contributes to a better experience for your visitors. 

Competitive Differentiation

As mentioned earlier, the headless approach allows you to create a truly unique UX. In an increasingly crowded, noisy online landscape, this can help you differentiate your website and stand above your competitors. 

Future-Proofing

A headless CMS allows you to easily change or upgrade the technology you use for your front-end without having any impact on your back-end. This will help you become more agile and adapt quickly as new technology trends emerge in future. 

Making the Right Decision for Your Unique Requirements 

Ultimately, you should base your decision here on the specific requirements you have for your website and the circumstances you find yourself in. 

While a headless CMS does offer a range of innovative capabilities, the additional costs and resources you’ll need to invest may not be worthwhile. For example, the traditional use of WordPress can provide you with most of the benefits discussed earlier.

Carefully consider your objectives, your strategy, and the resources you have available. Use those to weigh up all the pros and cons listed in this article in relation to your own website project.  

The key thing is to clearly understand exactly what you need from your CMS, and use that to select the option that aligns best with your requirements.

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March 8th is still an important date to remind us of the brilliance of being a woman in our society. Even though it can be a struggle every day, we know that women are capable of anything and we are very proud to celebrate the achievements of these creative and intelligent women.

Hedy Lamarr

Who can live without Wi-Fi nowadays? In 1942, Hedy invented the technology that later helped the creation of wireless signals. 

Rear Admiral Grace Hopper

If you’re not in the programming world, you may not have heard of COBOL. This programming language created in 1952 is still used on business applications to this day. Grace was one of the first ever compilers and her work led to the creation of COBOL.

Margaret Calvert

Even in the age of Sat Nav, you’ve probably relied on a road sign at some point, right? Either driving or walking down the street, the reliable signs are a source of comfort when technology fails. Margaret was part of the team that redesigned the whole UK road sign system. It all started in the late 1950s and her work still guides us even to this day.

Carolyn Davidson

‘Just do it’ – the famous tagline from a brand you might have heard of, called Nike. The tick logo was first developed by Carolyn when she was just starting design and the idea behind it to represent speed and motion. Even though the Nike tick is now one of the top 10 most recognised logos worldwide, Carolyn has only made $35 from her design.

Susan Kare

We all know Apple. We all know that they’ve conquered the world of technology by consistently presenting unique designs with both their hardware and software. What you probably didn’t know was that Susan was the designer responsible for developing all the typefaces, icons and other elements that serve as the core for what we now know as the Apple brand.

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Large businesses and enterprises in need of a content management system (CMS) today are spoilt for choice, because there are plenty of excellent platforms available. From WordPress to Sitecore to Drupal, the technology currently on offer is highly intelligent and intuitive. 

But so much choice can make the task of finding the right CMS for your own specific business complicated and time-consuming.  

Selecting a CMS is an important decision that requires a lot of research, followed by careful evaluation of all the various options. Of course, those processes can be very time-consuming. When you’re already extremely busy juggling dozens of other priorities, it’s challenging to give this the attention and effort it deserves. 

To solve that challenge, we’ve done the bulk of the hard work for you. In a new series of articles, we’ll provide you with direct, objective comparisons between some of the leading options for CMSs, helping you relieve the headache of researching and evaluating them yourself. 

In the first article of this series, we’ll be looking at the comparison between Sitecore and WordPress.

How Does the Security Compare for Both Platforms?

As we face ever-increasing concerns with cyber security, data protection, and various other digital challenges, finding a platform with robust security should be a top priority. 

Sitecore Security

Sitecore has a reputation of being the leading CMS for large businesses, guaranteeing an enterprise-grade experience that includes a high level of security.

Sitecore’s security is also strengthened by the vast range of in-built features within the platform, which we’ll discuss in more detail later. There’s no need to purchase more third-party software or plug-ins to enhance its functionality, which means you won’t be creating any additional vulnerabilities or risks. The platform also receives frequent security updates which bolster your protection even further.

If security is a concern for your business, Sitecore should be high on your list of potential candidates for a CMS. 

WordPress Security

For a long time, many people believed the misconception that WordPress isn’t secure enough for large businesses. However, industry leaders such as global investment firm Blackstone, the NHS in England, global research and advisory leader Forrester, and multinational bank Standard Chartered now use WordPress for their CMS. This goes a long way to proving that wrong. 

In fact, WordPress is already a secure, stable platform out-of-the-box. So, where did this myth come from? 

Well, vulnerabilities can arise in certain scenarios. Firstly, strong security with any technology is dependent on a well-managed hosting environment. If you have WordPress hosted in a secure environment from an experienced provider, with proactive security measures in place, your risk will be extremely low.

Secondly, plugins are something to be cautious of when it comes to security, both in terms of where they come from and keeping them properly maintained. Security threats will be minimised if you only use plugins from trusted sources. You should also ensure you always keep them tested and updated, ideally working alongside security-specific plugins like WordFence.

We appreciate this may sound like a lot of work. That’s why all the examples of the businesses succeeding with WordPress have the support of an agency partner who ensures all these things are taken care of during the development stage. It’s worth noting, though, that this will also be the case when adopting any CMS in a business setting.

Which Platform is More Scalable? 

One of the most important aspects of a CMS is its scalability. A CMS is a long-term investment, and this is one of the most influential factors in determining whether that investment will be successful or not.

You’ll need to ensure your site can evolve as your business grows and your needs change over time. This will require an infrastructure that can quickly and easily scale with more pages, additional functionality, and perhaps even more sites, without the burden of hefty costs for more development work.

How Scalable is Sitecore? 

Sitecore is designed specifically for large businesses, so its scalability is up there with the very best. Sitecore is a robust platform that allows your digital presence to grow seamlessly as your business grows, even if you need to build multiple sites to serve different groups of users in different languages. 

How Scalable is WordPress? 

WordPress is another highly scalable platform. Despite some still mistakenly believing that WordPress is suited to smaller businesses, you can use the CMS to build sophisticated, industry-leading sites. Like Sitecore, WordPress is agile and scalable enough to grow alongside your business and adapt to your changing requirements. 

How Capable are these Content Management Systems?

The main purpose of a CMS is to provide a software-based infrastructure upon which you can build and manage websites and applications. While most CMSs are similar on the surface, with the same fundamental functionality, they each have unique features and capabilities that differentiate them

For example, one critical indication of quality for a CMS is how easy it is to use. Once you’ve adopted a platform, you and your colleagues will need to feel immediately comfortable using it on a daily basis. If a CMS can’t provide good usability, it’s probably one you should avoid.

Sitecore as a Content Management System

Sitecore is actually considered a fully managed ‘digital experience platform’ that comes with more capabilities than the average CMS. 

Most of its best features are readily available as soon as you begin using Sitecore. That allows you to get a high quality site live very quickly without additional work within the platform.

However, Sitecore typically provides quite hierarchical, complex workflows that might be frustrating for small or agile teams. This can also create longer development cycles than usual, giving you a slower time-to-market than more intuitive systems like WordPress.

WordPress as a Content Management System

WordPress is easily the most popular CMS in the world right now, with around 45% of all websites built on the platform. One of the main reasons for that is its ease-of-use, with simple and efficient content management

This usability allows you to get up-to-speed quickly and share responsibilities across several members of your team, even if they have no previous content management experience.

WordPress also makes it convenient to edit content on a page-by-page basis, saving you valuable time, with its block-based design an ideal method for customisation and site management.

How Much Personalisation do they Provide?

The ability to customise and tailor your site’s content to your target audiences is more important today than ever before, with so much of modern business now taking place online. Therefore, this is another important point to consider when choosing between your various CMS options. 

Personalisation in Sitecore 

When compared with other platforms, Sitecore’s personalisation is excellent. Sitecore will provide you with a great deal of control over the structure and design of your pages, allowing you to tailor your user experience and drive greater performance for your site. 

This is particularly useful for larger businesses with high volumes of potential site visitors, delivering competitive differentiation and driving increased conversion rates.

Personalisation in WordPress 

WordPress is also highly customisable. You can use its flexibility to get creative with your design, and build bespoke features and functionality to better engage with your audience.

There’s not much to separate Sitecore and WordPress in this area. The gap in personalisation becomes even smaller if you find an experienced agency with WordPress-specific expertise to help develop your site and improve your customer experience.

Integrating with Other Systems 

Before your business invests in any digital platform, it’s important to ensure that technology can integrate easily with your existing software. Whether it’s your customer relationship management (CRM) or any other marketing systems, any digital tools you currently have should ideally be compatible with your new CMS.

How Sitecore Integrates with Other Systems

Sitecore integrates well with other systems. It allows you to achieve out-of-the-box integration with most of the leading CRM software, and plenty of other digital tools and platforms.

How WordPress Integrates with Other Systems

WordPress tends to be the easiest platform to integrate with your existing systems, because most brands and other SaaS products have already made themselves compatible.

This means you can deploy WordPress with minimal disruption, regardless of whether you’re building a new site from scratch or migrating your current site from a different CMS.

Total Cost of Ownership (TCO) 

Of course, you’ll also want to ensure you’re getting a solution that will deliver good value for money. With a CMS, the total cost of ownership (TCO) can vary greatly from one platform to another, due to factors like licensing fees and update-driven maintenance. 

Sitecore Initial Investment and Ongoing Costs 

Sitecore is an expensive option, even if you have a large budget to work with. You’ll be required to purchase licences for the platform with an ongoing renewal fee each year. These licenses come in tiers, so if you want to access the full range of benefits from Sitecore you’ll have to opt for the most expensive offering.

On top of that, you’ll also need to account for development costs with an agency, hosting costs, maintenance and support fees, and various other expenses that give Sitecore a very hefty total cost of ownership (TCO).

Furthermore, Sitecore requires ongoing management and maintenance to handle regular large-scale updates to the platform. When updates occur, new versions of the software come with a big price tag and may cause you to pay for additional development work to get your site up-to-speed. 

However, this could be a worthwhile investment if Sitecore’s features and capabilities are necessary for your specific requirements. If you’re looking for a quality, trustworthy enterprise-grade platform, Sitecore can justify the cost. 

WordPress TCO and Value

Conversely, WordPress is a much more cost-effective solution with a drastically lower TCO. Licenses for WordPress come at no cost and the software is entirely open-source. That means your implementation costs would be limited to just hosting, agency fees, and post-deployment support. 

If you decide to use any plugins or extensions of the platform, these will be licensed and paid for separately. However, businesses rarely need to bolt on many new tools or capabilities because WordPress is such a feature-rich platform already.

When WordPress is updated, unlike Sitecore, managing and testing your site can be done in just a few hours at a much lower cost.

A Word on Agency Partners 

One thing both Sitecore and WordPress have in common is the small selection of platform-specific agencies who can build high performance sites for large businesses using this technology.  

A CMS becomes far easier to use, and easier to drive strong return on investment (ROI), if you have a specialist partner supporting you. 

Finding an agency with the necessary experience and expertise to help you leverage these platforms to their full potential should be another important influence on your choice. From integration, to development, to maintenance, all the benefits and advantages of the platforms will require an agency to help you fully unlock them. 

How to Make Your Decision 

So, with all that information, how can you decide between the two? 

Both of these platforms are excellent options that would serve most businesses extremely well. After all, there’s plenty of good reasons why some of the biggest companies in the world use Sitecore and WordPress. 

Ultimately, when looking for a CMS that’s the right fit for your specific business, you should make a detailed assessment of your strategic objectives, unique requirements, budget, users, and other important factors. Use that to determine which solution is most capable of meeting those needs.

If you still need more help working through this process, read our comprehensive guide to understanding and evaluating the enterprise options for large businesses here.

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As technology continues to evolve and advance rapidly, more of our daily lives are taking place in a digital-first context. When marketing your products and services, this means:

• Your target audience now has a shorter attention span, and less patience when browsing websites and services online.
• Your target audience also has more choice of options than ever before when choosing who to buy from. 

Modern users demand the same speed and convenience they get from the industry-leading sites and apps they use every day. That means you only have a matter of seconds to make a positive, memorable connection with your visitors. 

UX design, therefore, serves as a critical phase within the end-to-end process of web design. This is essentially the practice of creating a website that allows your visitors to complete a process, take an action, or fulfill their need in as few steps or clicks as possible.

Despite its ever-increasing importance, UX design is a process that many businesses, and even many agencies, still struggle to get right. 

To ease this challenge, and help you ensure your own website’s UX is designed effectively, we’ve written this article to outline the process in detail. We’ll also provide advice and tips to help you ensure your website can provide your target audience with an experience that drives them towards your desired outcomes.

What is UX Design?

The aim of UX design is to make it quick, easy, and convenient for your visitors to complete a task or process, or follow a call-to-action. Your UX involves everything from functionality, navigation, accessibility, layout, structure, and even the site’s content itself. 

Designing your website in a way that’s intuitive and easy-to-use will provide your visitors with a satisfying UX. It’s important to note here that UX design shouldn’t be confused or bundled up with user interface (UI) design. UI design is its own separate phase of the process that comes slightly later. 

Understanding the Design Process as a Whole

Research and Planning 

Earlier in the overall design process, before you approach the UX, you should’ve gone through a thorough research and planning phase with your design agency.  

This is important in ensuring that every decision you make towards your UX and UI will produce a more effective website capable of meeting your business goals and your audience’s needs. 

Working alongside your agency, you’ll use this research to define the full scope of your website and all its requirements. This will include the creation of user personas and user journeys. These will help you determine the most simple and efficient flow for your visitors to take through your website to each call-to-action, and this is how your UX is created. 

This research will guide both your UX design and UI design processes.

Related reading: Understanding the Important Role of Research and Planning When Designing a New Website.

Visual Exploration

Your agency partner should then produce a set of mood boards that you’ll use to create the aesthetic style of your site in line with your brand. These mood boards help you visualise the way your website will look and feel when built. 

This is a precursor to your UI design, and it’s done before the UX phase to ensure the overall style is correct before any more design work is completed.

This is another collaborative process, where your agency should advise you with their expertise and experience from delivering successful website projects in the past.

Related reading: What is Visual Exploration in the Process of Web Design?

The UX Process 

Information Architecture 

The information architecture of your website is devised by building a sitemap, which is a map of all the necessary pages across your entire website. You’ll likely have an existing one from your current site, but this will probably need updating based on all the new research and strategic planning you’ve done. 

From the sitemap, you’ll have a list of all the pages and content required to populate your site. Your agency will then build out a content base framework, noting any content that you need support in developing.  

The users’ navigation through the site needs to be tailored to the objectives you’ve set and the research findings from earlier. It also needs to be built in a way that allows for flexibility and scalability later, as your requirements evolve and your business grows. 

High-Fidelity Wireframes 

Wireframes are used to design the user experience of your website. This is essentially like creating a blueprint of your website’s pages prior to beginning the actual design work, detailing the site’s flow and the users’ journey through it.

These wireframes are used to determine how the user can reach their desired outcome, or reach your desired call-to-action, in as few clicks or steps as possible. Remember, the purpose of UX design is to optimise that journey. 

Here at SoBold, we use high-fidelity wireframes that provide a clear, detailed representation of the users’ flow to all calls-to-action. This is directed and influenced by the things we learned in the research and planning phase. 

These wireframes are typically built on a standard desktop size, but they can be done on a mobile device screen size if you want your site to be designed mobile-first. 

Wireframes are used to create the UX so you don’t get distracted by the visual design when evaluating the user journeys. This allows you to focus completely on the flow and the experience the user will have when visiting your site, without worrying about the aesthetic elements. It proves to be a much more effective approach towards creating an experience that will satisfy your visitors and help you achieve your objectives.

Again, this will be a collaborative process in which you’ll work closely with your agency, providing feedback on the wireframes to ensure they align with your requirements.

Once the mood boards and the wireframes are approved, all that’s left to do is apply the design to the wireframes to bring your website’s design to life. This makes the UI design process very quick and easy from here.

A Quick Word on Accessibility  

Accessibility is a crucial aspect of any user experience. 

Accessibility refers to how easy and accessible technology is for all users, regardless of their physical ability, location, personal background, or any other factors. While accessibility is primarily a concern for the UI design team, it’s also important in optimising your UX as well. After all, a website that isn’t accessible simply cannot be considered to have a good UX.

If accessibility isn’t included as a core component of your web design process, you should raise this as a concern with your agency.

Here at SoBold, accessibility is a key part of all our design processes, as we believe that all technology must be fully inclusive and equally available to everyone.

Related reading: You can learn all about what it takes to deliver good usability through your website in our related article here.

Finding the Optimum Balance 

As touched on earlier, your target audience will be visiting your site with a goal in mind, and the UX is what enables them to achieve that easily.

Of course, you also have business objectives to achieve through your website, which must also be supported by UX design. That creates the need for balance between a UX that serves your visitors and supports your business strategy simultaneously. Your design should also play the important role of directing visitors to the calls-to-action that you want them to engage with. 

Finding this balance is a challenge, and one that could have a negative impact if you get it wrong. This is where the guidance and expertise of a specialist agency partner becomes so important. All design is collaborative and iterative, and UX design is all about compromising to find the right balance. 

The Business Benefits of Great UX 

Finding a design agency you can trust, and investing the time to work with them to craft a truly outstanding user experience, will prove well worth it in the long-run. 

UX design is complex, but the right agency can guide you by demystifying the process and helping you make the right decisions at every step. Finding that aforementioned balance between your strategic objectives and your target audience’s best interests can have a transformational impact on the performance of your website.  

Providing your visitors with a great UX can deliver a wealth of other benefits as well, not only to the performance of your website but to your wider business too. For instance, a study by 

Forrester Research found that a well-designed UX has the power to raise conversion rates for your website by an incredible 400%. 

Some of these additional benefits include: 

• Boost SEO and brand awareness
• Improve audience engagement 
• Reduce bounce rates
• Increase conversions 
• Drive more sales through your website 
• Accelerate business growth
• Improve customer retention and loyalty
• Gain competitive advantages. 

Your UX isn’t Complete Without User Interface Design 

The key thing to remember is that good UX design is really just helping your website visitors travel from their entry point to wherever they need to get to as easily and efficiently as possible.

In the UX phase of your project, you need to consider who the user is, what they’re aiming to do, and then determine how to enable them to do that with an intuitive design.

Once your UX design begins to come together, and you’re satisfied with everything, the next step will be for your agency partner to begin to design your user interface.

While UX and UI are separate, they’re also intrinsically linked. They need to work together seamlessly and complement each other in order for your website to be successful. 

In our next article, we’ll walk you through the topic of UI and help you ensure your user experience is brought to life with an effective visual design.

If you’d like to take a step back and learn more about the overall process of web design, read our related article here.

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Approaching a website development project can be daunting if you’re unfamiliar with the process and unsure what to expect. In this article, we’ll provide a detailed overview of the web development process to help you understand what’s involved, making it easier for you to approach a project yourself and avoid any pitfalls.

Your Role as the Client 

If you read our recent series of in-depth guides through the end-to-end process of web design, you’ll know that process will usually involve a lot of collaboration between you, your team members, and the agency you’re working with. 

Once you’ve been through that process and your design is complete, you’ll need to move to the development stage of the project to bring your designs to life. 

You’ll likely have less involvement in the development stage, and less collaboration will be required, so your role will primarily be to sit back and relax while a team of skilled developers do their thing.

Depending on the project size, complexity and project management approach, you may have some touch-points with your agency partner throughout the process. If you are taking an Agile approach, this may include sprint retrospective meetings, or if you are working in a different way, this may just include short demonstrations, walk-throughs of certain pieces of bespoke functionality, or it could just be allowing you to start familiarising yourself with different features as they’re being built. 

A Smooth Handover from Design to Development 

One of our core qualities here at SoBold is ensuring the design and development processes work closely together. That’s achieved by not only having a very integrated design and development team in the office, but also ensuring we hold a thorough, detailed handover meeting between the designers and the developers at this stage. This serves as a key aspect of every project we work on. 

The purpose of this is to give the developers a full understanding of the website or platform they need to build before any work begins, reducing the risk of error and accelerating the delivery time.

Every agency will have their own approach to this. It should usually involve the project designer(s) and project manager(s) walking the development team through everything that took place during the design process and explaining the thought process behind the decisions they’ve made. They’ll also give suggestions and guidance for how the design might be best approached from a development point of view. 

Any questions the developers have about their task at hand can be answered during the handover meeting, and at any time throughout the development process, allowing the development work to flow efficiently and effectively. 

The Benefits of Working with a Full-Service Web Design and Development Agency 

It’s so important to align your web designers and developers, because, more often than not, there are fundamental differences in how they think and approach their work. If you decide to work with an out-and-out web design agency to design your site, with a separate development agency building it, you may encounter gaps in understanding between the two processes. 

Working with an agency partner that has specialist expertise for both disciplines in-house will ensure your website is delivered on time, within budget, and directly aligned with your requirements. Having designers and developers in the same team who can share knowledge throughout the processes will almost always result in the delivery of a higher quality project too.

Building Your Website

With the handover complete, the developers will begin building your website. 

Most development agencies will likely start with setting up the base. This involves setting up the base styles of the site which includes and is not limited to default colours, typography styles and global components – including button and link styles.

Once the base is set up, your developers would typically move onto the navigation and footer set up before moving onto building out all the page templates and blocks in the design should they be taking a block based approach. 

Part of this process will often involve integrating certain components of your site with other systems you use within your business. 

Peer Reviews and Testing to Maintain High-Performance Standards 

It’s important for your agency to review and test internally all the elements that have been built, so any bugs are identified and rectified as early as possible.

Again, different agencies will have differing approaches to this. Here at SoBold, we leverage the size and experience of our team to conduct a thorough peer review process on every single component we build.

Following this internal review process, you’ll usually be given a link to your site in a staging environment.

All your content will have likely been carried over from your existing site and redirects should also be in place so that when you push the site live, any old redundant links will be redirected to the appropriate page on your new site. 

If you have any live marketing campaigns running, it’s important to ensure your development agency and your marketing team (or agency) are in regular communication prior to this, so they can keep your campaigns updated in line with your new site’s launch. 

Smooth Sailing Post-Launch 

Once your new website is live, you’ll likely have a period of time whereby your agency will be on hand to fix any bugs that relate to the content on the new site. Here at SoBold we work with our clients for a period of 30 days following the launch of their sites, and any ongoing support beyond this 30-day bug-fix window will require a separate maintenance agreement. 

Your agency should also go through the back-end of your platform with you, so you know exactly how to make changes to your website. For the most part, agencies will understand how important it is for you to be able to manage the site yourselves internally, and this is something we believe is crucial for you to be shown in detail at the end of the development process.

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