As we’re now into the first week of 2023, this feels like an appropriate time to reflect on what was another thoroughly successful year for SoBold in 2022.
We’re now working with enterprise clients and providing them with excellent website design and development services. We’ve also continued to grow our client base and are proud to have consistently produced outstanding work on their behalf throughout the year.
We’re pleased to have strengthened our presence in the healthcare and financial services industries. Now, we’re looking forward to building and managing more scalable products for our clients in the year ahead.
Our High-Performance Team
The definition of “high-performance” will vary from person to person, and you may have your own idea of what it means to you. For us, as an agency, it means every member of our team holds each other accountable to always perform at the highest possible level, so we can achieve a standard of excellence for all our clients.
We’ve used “high-performance” as a core value of our company since day one, and have worked very hard over the years to build a “high-performance” team. In 2022, this continued to develop and has allowed us to push those standards even higher, which is something we take a lot of pride in.
We were excited to see all three of our business teams grow in 2022: design, development, and operations. Over the past year, we also made a conscious effort to ensure the whole agency is working closer together as a more functional unit, for the benefit of our clients.
As the team has grown, we’ve had to implement more processes, which has allowed us to scale, and will enable us to continue to scale, as we move into the next cycle of our business.
Congratulations to Ivo Georgiev, who’s coming to the end of a successful apprenticeship scheme, which he did with us and the help of QA’s Tech, Digital, and IT Apprenticeship.
The SoBold Website!
In 2022 we launched our new SoBold website. Finding time to do this while continuously delivering projects for our ever-growing client base was a challenge, but one I’m really proud of the team for managing so well. We used this as a beta project to roll out a new SoBold workflow, and whilst there’s still some way to go to perfect this, we’re really happy with how it’s looking on the front-end!
Every member of the team worked on this in some way or another, and we’re already getting considerably more inbound leads and exposure from it.
We’ve been working hard on becoming more active in the online community as well, and this is notable particularly over the last quarter where we’ve increased our marketing. We were fortunate to be interviewed by Cloudways, who are a cloud hosting service provider we work closely with, and you can see this interview here.
Clutch has continued to be a new business driver for us and our profile has gained more exposure amongst the country’s best website design and development businesses.
We’ve also begun producing a selection of in-depth guides and blog articles to help our community more easily navigate the current technology landscape. You can find all that useful content on our blog.
Our Clients
We’re grateful to have worked with so many wonderful people from some brilliant clients over the past 12 months, and have built an array of different sites each with their own unique brief and challenge.
If you’d like to gain insight into the process we follow with our clients for project briefings, check out this recent article, which also includes a helpful brief template.
This is a great chance to showcase below some of the work we’re most proud of in 2022, for a selection of companies who are doing some very interesting things to make positive change in their respective industries:
Built and Live
Jamie and the Jam – Jamie and the Jam conceptualise, create, deliver, and manage beautifully bespoke content for their clients and their audiences.
Amplitude Clinical – Amplitude is a leading UK Patient-Reported Outcome Measures (PROMs) and clinical outcomes platform.
Arenko – Arenko is a market-leading technology provider enabling the clean energy transition.
Dictate.IT – Dictate.IT helps healthcare organisations across the UK and Ireland harness the power of speech to deliver seamless, efficient, and effective document management.
Edgerley Simpson Howe – Edgerley Simpson Howe are specialist out-of-town retail, leisure, and commercial roadside property consultants.
Pippo – Pippo lets you book your GP appointments whenever and wherever suits you.
Common Purpose – Common Purpose offers exceptional personal training in the heart of Mayfair. If you’re looking to start with a new gym or PT in the new year, Common Purpose are your guys to speak to!
Still Waiting to go Live!
Coller Capital – Coller Capital is one of the largest global investors in the private equity secondary market.
Healthlink – Healthlink connects more than 15,000 medical organisations across Australia and New Zealand.
Konnect Net – Konnect Net helps businesses in the insurance and health sectors exchange data in a quick and secure way.
Turvec – Turvec is a bike parking company specialising in designing, installing, and maintaining secure and user-friendly bicycle storage solutions and two-tier bike racks.
There’s also a handful of special clients listed below that want to highlight, either because of the longevity of the relationships or the positive impact our work has made on their businesses:
Kapow Primary
Kapow Primary, whom we’ve been working with since 2018, is now used in almost one third of all UK primary schools, with over 30,000 primary school teachers using the Kapow Primary platform each week.
Our amazing Kapow team has been working on some really inspiring projects over the past few months particularly, and we cannot wait to share more when we publish these live.
You can learn more about our work with Kapow, and how we first started, in our case study here.
Rede Partners
We started working with Rede Partners in late 2019 to help bring their vision ‘RedeWire’ to life. RedeWire is a new interactive online limited partner (LP) portal, providing instant access to Rede’s current fundraising offering.
RedeWire has had a closed launch, so we’re really excited for it to launch to their wider audiences in Q1 of this year.
Transport for London
Transport for London has renewed its cookie management contract with us for a fifth successive year. This highlights not only the great work we’re doing with them, but the importance of the relationship we’ve built with them.
We recently became only the third Platinum Certified Partner with Cookie Bot in the UK and this is a service we believe will continue to grow into 2023 and beyond.
You can learn more about our work with Transport for London here, and you can also read about our contract renewal in our press release here.
Clanwilliam
We’re proud to have been working with Clanwilliam since 2017, and our relationship has flourished each year since then. We initially started working with their Global HQ, before being rolled out across their three divisions Clanwilliam Ireland (site being redesigned in Q1 2023!), Clanwilliam UK, and Clanwilliam ANZ.
We work with over 15 of their brands designing, developing, managing, and hosting their websites. We also work closely with these brands to help them with their branding and print design activations.
2022 saw Clanwilliam take a major shift in their global brand, choosing us to help them rebrand from Clanwilliam Group, dropping the ‘Group’. We worked closely with their Global Brand and Communications Director, Lauren Turner, to help bring this to life.
We all went into the process looking to rebrand Clanwilliam in its entirety, changing the logo and creating a completely new brand. However, we quickly realised the logo was going to stay and the brand needed to change around this.
We uplifted Clanwilliam’s colour pallet and fonts, creating a new brand that much better reflects their company’s values and ambitions.
You can see a more detailed case study about what we did here.
It’s Not All Websites Though!
Our talented Graphic Design Team was busy in 2022 too, across multiple rebrands and supporting various Knight Frank divisions. Some of our Knight Frank work is highlighted here.
We’ve also successfully managed to move all our clients into our Positive Park Hosting environment, which is based in Cambridgeshire. This has meant all our sites are running on a more optimised and bespoke server, tailored to their needs. Our VIP enterprise-grade support at the hosting park has made a positive impact, ensuring all our clients have peace of mind that their sites are secure and stable.
The hosting environment is an eco-friendly data centre that uses 100% renewable energy and is certified by the Green Web Foundation.
You can learn more about our hosting solution on our WordPress Website Hosting service page.
In addition to working with our clients, we’ve also been working hard on improving our processes, becoming more compliant and becoming a more reputable company across the board.
We became ISO 90001-compliant in 2022 and have successfully put our project management systems in place. Our Project Manager, Anna de Moraes, has been instrumental in implementing processes to optimise our workflow, and she’ll continue to drive the business forward into 2023.
We were absolutely delighted to work with Nation.Better to get a Skilled Licence VISA sponsorship as well, which opens up opportunities for us to hire more global talent. This is something as a business we’ve been looking forward to for a while now. Getting this licence and already hiring two people, and giving them the opportunity to work in London, is something we’re really proud of.
We also renewed both our Living Wage Accreditation and Cyber Essentials certification.
2023 and Beyond!
2023 is only going to be bigger and better for us here at SoBold. We have big plans to execute on our hiring strategy and intend to grow the team across all areas of the business. Doing so will help us continue to improve the service we provide to our clients.
We’ll continue to work with key clients in our industry focuses: healthcare, finance, real estate, and SaaS. As we work with more medium to enterprise-sized clients, we’re confident we’ll become more recognised as the High-Performance WordPress agency.
Thanks for reading. We hope you have a great year in 2023!
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- Bespoke development capabilities
- Easy integration with existing systems and legacy technology
- Scalability and performance in peak traffic
- Enterprise-grade security
- Quick and easy editing capabilities
- Drupal is a highly secure platform, which is a crucial quality for a CMS to have.
- It’s very intuitive for users who have coding experience or advanced content management skills.
- It has a great community of users surrounding it, which contributes a lot of value and is able to provide support.
- It also has hundreds of unique thematic options to choose from when designing your site.
- Drupal can be hard to work with for non-technical users, as it lacks simplicity and provides limited customisation.
- It can take a long time to get up and running, which means your costs will be quite high if you work with an agency partner.
- It’s also worth noting that the version of Drupal most businesses use now (Drupal 7) will be reaching end-of-life soon.
- Sitecore is purpose-built for large businesses, guaranteeing an enterprise-grade experience.
- Sitecore is a robust CMS with a high level of in-built security.
- It actually provides a fully-managed ‘digital experience platform’ that comes with more capabilities than the average CMS.
- It also offers great personalisation and excellent pre-built features.
- Sitecore is an expensive option, even if you have a large budget to work with.
- It requires you to procure licenses to begin using it, and also restricts certain capabilities unless you progress to higher tiers of licenses.
- It typically runs with hierarchical, complex workflows that might be frustrating for small or agile teams.
- Umbraco’s scalability makes it very suitable for large businesses.
- It’s free to use and open-source, with an active community of users supporting it.
- It allows you to manage a high volume of pages easily and efficiently.
- It’s another platform that comes with a high level of in-built security.
- It can be difficult to work with for the average user. As with Drupal, Umbraco is mostly suitable for more technical users who have coding skills or some development experience.
- This complexity again increases the likelihood of higher costs with your agency partner (if you go that route).
- It’s common for sites built with Umbraco to be reported as slow, for both back-end editing and the front-end user experience.
- WordPress is extremely scalable and dynamic. It can easily grow and evolve as your business grows, continuing to meet your changing needs.
- It’s renowned for its ease-of-use. Because of this, it enables you to deliver your projects quickly and efficiently.
- It’s highly customisable, making it ideal for bespoke development. With the right knowledge and skills, you can build almost anything with WordPress.
- It also typically comes with a very low total cost of ownership (TCO). You won’t need to add on new features or capabilities, nor pay for costly extra work to handle platform upgrades or updates.
- If you apply too many plug-ins, WordPress sites can slow down and experience dips in performance, but a good agency partner should encourage you to minimise the use of these.
- Some still see WordPress as an unprofessional platform used mostly for small blogs, but that old myth couldn’t be further from the truth today.
- WordPress is a secure platform, but plug-ins can create vulnerabilities if they’re not tested well or taken from untrusted sources. Again, a good agency partner should guide you with this to reduce the risk and prevent any issues.
- 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.
- Demographics
- Goals
- Challenges
- Motivations
- Preferences
- Frustrations.
- Design look and feel
- Structure and navigation
- Features and functionality
- User experience
- Content and layout
- Calls-to-action
- Speed and performance
- And anything else relevant to your project.
Digital Business
30 November, 2022
Comparing the Leading Content Management Systems (CMS) for Large Businesses
A content management system (CMS) is a type of software-based technology, used to build and manage websites and other digital products. A CMS allows you to easily create, edit, and publish digital content across a range of online channels, such as the web and mobile. This is the most common technology platform used by businesses to build assets such as websites, with almost two thirds (63%) of all sites on the Internet now delivered via a CMS.
With that in mind, it’s clear why most businesses today are heavily reliant on this technology. Whether you’re developing something new from scratch or switching from an old platform to a new one, selecting your CMS is an extremely important decision with a lot riding on it. But with such a vast landscape of digital solutions to navigate, and so many different options available, finding the right CMS can be overwhelming.
To help you through the process of finding the right CMS, this article compares four of the most common options for large businesses. We’ve also listed their pros and cons, and provided some additional considerations that will be useful for you to think about along the way.
First, the Criteria
A CMS can be used to build various digital products and assets, from websites and mobile apps to bespoke systems like staff portals and internal training platforms. Particularly in large businesses, it’s common to need to create some bespoke features, functionality, or digital processes as well. Whatever it is you need, you should aim to find a platform that’s capable of delivering on your specific requirements.
Here are some points to include in your criteria when researching the options for your CMS:
Now we’ve covered what a CMS should be able to do when you start implementing it within your business, let’s look at the different platforms available to you.
Option 1 – Drupal
The Pros:
The Cons:
Option 2 – Sitecore
The Pros:
The Cons:
Option 3 – Umbraco
The Pros:
The Cons:
Option 4 – WordPress
The Pros:
The Cons:
Interested in learning more? Check out our related article here, where we explore the benefits of WordPress for large businesses in greater detail.
A Brief Word on Agency Partners
As touched on earlier, you’ll also need to consider whether you want to take the approach of working with an agency partner or not. For large businesses, most development projects tend to involve complex requirements that are almost impossible to manage without the support of an experienced agency.
An agency partner can provide you with strategic guidance, platform-specific skills and tools, and expertise to help you gain as much value from the technology as possible. While it’s perfectly valid to decide to implement a new CMS without an agency working alongside you, doing so will probably make things a lot more challenging, a lot more expensive, or possibly both.
All the platforms mentioned here have their benefits. But they’ll each be significantly easier to use, and will deliver far greater return on investment (ROI), if you have an experienced partner involved.
How to Choose the Best Option for Your Business
Keep in mind that every business is unique and every web development project is different. These platforms are all good options in their own way, but a solution that works well for the majority of organisations might not be the right choice for you.
Whether you’re building a bespoke website or migrating an existing site to a new platform, you have to be thorough in your assessment and make the right choice for your specific business.
To really understand the pros and cons of these options, you first have to be clear about exactly what you need and what you’re aiming to achieve. You’ll then need to determine which solution best aligns with your requirements, budget, and strategic objectives.
If you’re in the process of assessing solutions to help you deliver a bespoke development project, read our comprehensive guide to evaluating and selecting the right platform here.
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Company Milestone
3 December, 2018
SoBold selected to work with Transport for London
SoBold Limited (SoBold), a leading digital and web marketing consultancy, is delighted to announce that SoBold has been selected to work with Transport for London (TfL) to build, manage and support a bespoke Cookie Consent Management Tool for use across TfL’s portfolio of websites.
SoBold’s rapid growth over the previous 12 months has seen them become a leading player in the digital and web marketing space. SoBold’s core offerings are now used by over 200 customers worldwide and we anticipate this customer base to continue to grow considerably over the next 12 months and beyond.
SoBold has been an authorised Reseller of Cookiebot since the new General Data Protection Regulation (GDPR) came into place on 24 May 2018. Cookiebot’s tool consists of three main features: cookie consent, cookie monitoring and cookie control and SoBold work with their clients helping them manage, build and integrate these solutions onto their websites. SoBold now manage Cookie Consent Management for clients across numerous different industries.
Transport for London has completed a formal tendering process to procure a new Cookie Consent Management Tool for their tfl.gov.uk website domains. By procuring the tool, Transport for London is best able to align their approach to cookie management with the requirements of data protection legislation. SoBold will work with Transport for London, for a minimum of 12 months with the option of extending the contract for a further 24 months.
SoBold Founder and Managing Director Will Newland, commented:
“We are absolutely delighted to work with Transport for London. This gives SoBold the opportunity to work with a large, well known, corporation and we have no doubt we can play a big part in ensuring Transport for London’s customers can feel safe and confident when sharing information about themselves on the TfL website. This further strengthens SoBold’s position as a leading player in the Cookie Consent Management space.”
SoBold Lead Developer Sam Phillips, commented:
“This is a fantastic opportunity for SoBold to showcase our experience in the delivery of bespoke Cookie Consent Management solutions across a portfolio of websites with millions of visitors per month. The contract with TfL cements our position as a leading CookieBot reseller in the United Kingdom.”
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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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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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UI Design
18 April, 2023
Understanding the Important Role of Research and Planning When Designing a New Website
Before you begin working on the design elements of a website project, it’s important to begin with, what we at SoBold call, a research and planning phase.
The purpose of a research and planning phase is to ensure that every single decision you make about your design will result in a more effective website, both in terms of your business goals and your users’ needs.
During this phase, you’ll work alongside your chosen agency to define the full scope of your website and all its requirements. This phase will also involve looking closely at your target audience, trends in your market, your competitors, and any data available from your existing website.
This research is extremely useful in shaping the direction you take with your website and helping you to capitalise on certain trends that may align with your strategic objectives.
In this article, we’ll explain how a research and planning phase works to help you know what to expect when entering your own website design project.
If you’d first like to gain a better understanding of the full end-to-end process of web design, read our previous article here.
Website Strategy Workshop
A research and planning phase usually begins with a strategic workshop. This workshop will bring all the relevant stakeholders together, either in person or over a video call, to agree on the goals and parameters of the project.
A workshop is a great collaborative environment to help your agency become even more familiar with your brand, your target audience, and the outcomes you’re looking for from your new website.
Your agency should work closely with you to determine how the objectives you have for your new website feed into your wider business goals. That will be the key to finding the right approach to designing your website.
Once the workshop is completed, the research can begin.
Leveraging Data to Dictate User Experience (UX) Decisions
Every decision you make about your website’s design needs to be informed and justified by data.
As it’s becoming increasingly difficult to capture and retain your audience’s attention, nothing can be left to chance. It’s also negligent to overlook the vast range of valuable insights available to you within your data, and the data in the public domain.
Google Analytics
Your agency should begin by analysing the performance of your website in Google Analytics. This can help to help understand the current behaviours and trends from your website users.
Most businesses use Google Analytics, but few understand the right things to measure. For many businesses, Google Analytics is an untapped gold mine of data and insights that can help you improve site engagement, retain more visitors, and ultimately grow your business.
You can conduct a thorough analysis of things like:
1 – Your Audience Acquisition
Google Analytics can help you identify where your visitors have found you and accessed your website from.
Whether through organic search, social media, direct, or referral, you’ll learn how all your visitors are acquired. This information is vital, as it can allow you to tailor different parts of your website to certain visitors at various stages of their journey with you.
For example, if organic traffic is a key driver of your website traffic, it’s important for your agency to ensure that lots of the hierarchical structure of copy is maintained throughout the site.
This is also helpful in optimising your wider digital marketing strategy, by recognising what’s working well and what isn’t, from a web traffic perspective.
Bonus Tip – If you’re running Google Adwords, make sure your agency partner is aware of all the URLs that need to be redirected, and that this doesn’t affect your ad spend.
2 – Your Visitors’ Demographics
Google Analytics can provide detailed insights into your website’s visitors, with data covering everything from age, gender, location, language, and more. This helps you gain a clear, specific understanding of who’s coming to your website, and that can inform important decisions about your design.
It will also help you determine whether or not you’re attracting the right audience, which could alert you to a need for changes in your design and branding.
Bonus Tip – If you have a lot of visitors from other countries, you may need to talk to your agency about setting up a content delivery network (CDN) on the hosting server to deliver content from that location.
3 – Your Visitors’ Interests
You can use Google Analytics to view information about your visitors’ interests, past searches, and other online behaviour. This can help you identify what they’re looking for when they’re visiting your site. You can then tailor your design and content to match any unaddressed questions, challenges, or needs they might be looking to meet.
4 – Your Visitors’ Behaviour
Google Analytics can give you a graphical representation of your visitors’ behaviour when interacting with your site. This includes where they’ve entered your site, where they went next, what their whole journey through your site looks like, and where they eventually left.
This provides great opportunities to optimise certain pages that aren’t performing well enough. You can also learn what your visitors respond well to from pages that already have strong engagement.
Mapping your users’ journeys may also uncover insights to help you create links between certain services, hone in on special offers that will drive increased conversions, and many other ways to boost engagement.
5 – Your Conversions
Your conversions are a critical measurement of your site’s success. Whether you’re aiming for subscriptions, demo sign-ups, contact form submissions, downloads, or anything else, failing to achieve your conversion targets means something isn’t working.
You can use Google Analytics to set goals for conversions, monitor performance, and highlight areas where you need to improve.
Taking this analytical approach will ensure your website’s design is tailored to supporting your strategic objectives.
Bonus Tip – On July 1, 2023, for continued website measurement, you’ll need to migrate your original property settings to a Google Analytics 4 (GA4) property. Your agency partner should be on top of this though.
Data Tracking
Next, if applicable, your agency should review any existing tracking resources you have in place on your website.
A successful website design is based on many different factors, each an important component in engaging your audience, converting them into clients, and growing your business.
This is why it’s useful to look into key metrics you may use to measure your success against, then use the related data and analytics to inform your design. Tailoring your UX based on your findings will ensure your website is designed specifically to optimise your user behaviours.
Bonus Tip – If you don’t have any additional tracking in place, both HotJar and Crazy Egg are great tools to use.
Analysing External Factors
Understanding Your Target Audience
One of the most important parts of building a new website is understanding the preferences of the audience you’re targeting. You know what your ideal customer profiles (ICP) look like, but do you understand how they behave when interacting with websites online?
![](https://sobold.co.uk/wp-content/uploads/2023/05/user-profiles.gif)
Every decision about your website’s design must be made with consideration and empathy for your users. As touched on in the previous section, audience research will include a wide range of variables, including:
This part of the research will contribute towards building user personas and user journeys at a later stage of the design process.
A user persona is a fictional person that you can use to represent the target audience of your website. These personas will help you focus on the desired interactions between the ideal user and the website you’re building. Creating personas also helps to map the users’ needs to your goals for the project.
A user journey is a path that a user may take to reach their goal when using your website. Hypothetical user journeys are created at this stage, as they help to identify the different ways the site’s design needs to enable the user to achieve their goal as quickly and easily as possible.
With these, you can begin to paint a picture of how your target audience will interact with your website, allowing you to create a satisfying user experience.
Industry Landscape
Researching your industry landscape will reveal a great deal about what to do, and what not to do. An analysis of the wider market you operate in will help you benchmark yourself against industry leaders, and highlight mistakes being made by any businesses lagging behind. It’s useful to be aware of any industry trends or points of influence that may inform your website’s design as well.
![](https://sobold.co.uk/wp-content/uploads/2023/05/competitors-scaled.jpg)
Bonus Tip – You’re an expert in your industry. Your agency is not, but they are experts in web design and marketing trends. Work closely together by leveraging each other’s knowledge and expertise to paint the full picture of what makes modern websites successful from a design perspective.
Competitor Research
It’s also crucial to conduct a thorough competitor analysis to see what the benchmark is for a successful website in your industry. Conversely, some competitors may provide examples of bad design that can help you identify pitfalls to avoid with your own site.
Around five of your competitors is usually a good number to look into. To do this, your agency should work with you on assessing their websites in key areas such as:
This research will allow you to recognise opportunities, gaps in the market, important trends, and any other insights you can gather.
Making Data-Driven Decisions
Following all this research, your agency will work on developing a strategy for your website, recommending the optimum route through the rest of the design process.
Your agency will provide a report detailing all the findings from the strategy workshop and research. This should often include a sitemap document and a content framework for your site as well.
An agency should always provide the opportunity for feedback and iterations on crucial documents like this, so you should then be given time to review this and provide feedback.
Bonus Tip – Don’t be afraid to ask questions, challenge things you’re unsure about, or change your mind during this feedback and revision process. These are big decisions, and it’s important to be 100% sure about the direction your website’s design is being taken.
Once you’ve worked through this feedback with your agency and you’re happy with everything they’ve planned, you can then move into the phase of the project that focuses on the visual identity of your site.
Bringing it All Together in the Design
A thorough, well managed research and planning phase is an essential part of designing a successful website. By having a strategy backed up by tangible data in place, you’ll be able to work through the remaining phases of the overall design process in a more efficient and effective way.
It also helps anticipate any challenges or potential issues in the design process and allows you to mitigate them before they arise, saving you time and money in the long-run.
This phase is arguably the most important in ensuring your agency can meet your specific requirements and expectations, on time and within budget.
If you’d like to discover what’s involved in the next phase of a web design project, exploring the visual identity of your site, read our next article here.