For designers, it’s almost an impossible task to effectively deliver a project without understanding the joint language of design. This terminology and jargon can often get thrown around in meetings, although it’s good practice to read the room and speak a mutual language it’s good to get a little insight. Below is a glossary of essential UX/UI terms grouped into topics.
General terms
Accessibility
A measure of a web pages usability for a range of people, including people with disabilities.
Design system
A document that houses design components and styles to use across a website or product, ensuring consistency.
Design thinking
The process of creating and executing strategic ideas that solve problems.
Flat design
A form of design that focuses on minimalism using 2D elements and strong colours.
Human-centred design
An approach that finds solutions with a human perspective in every step of the design process.
Information architecture
Or otherwise known as a sitemap, is the structural design of information.
Landing page
A stand-alone page that a person lands on after clicking from a digital location.
Onboarding
A flow that guides the user through a set of instructions such as choosing preferences, product usage and UI elements.
Responsive design
A design and usability process that adjusts content based on the device screen size.
UI Design
This determines how an interface will look and guide the user on how to interact with a product such a colour choices and layout.
Usability
The quality of the start-to-end user experience.
UX Design
The process of determining how a digital product should work based on relevant user research and best practices.
Acronyms
CTA (Call to action)
A graphical component that guides the user through the main flow and encourages them to take a specific action. Normally it will be the element that stands out most on a page.
CWV (core web vitals)
Are three metrics that score a user experience loading a page, those are: how quickly content loads, how quickly a browser loads the webpage and how unstable the content is as it loads.
GA (Google Analytics)
A web analytics service offered by Google that tracks and reports web traffic.
KPI (Key performance indicators)
A Performance measurement approach based on certain metrics over a certain time period.
MVP (minimum viable product)
A version of a product that is released with just enough features that deliver on the initial user needs to then improve and develop further.
PM (Project manager)
A person that leads a team in order to achieve all the project goals in a set of timelines.
SVG (Scalable Vector Graphic)
A two-dimensional vector-based graphical element that is scalable and widely supported across the web.
SWOT (strengths, weaknesses, opportunities and threats)
A marketing tool that identities assess your business and analyse your competitors.
Design Process
A/B testing
A UX method that involves showing two versions of a specific page or product to see which one works better.
Card sorting
A technique that can be used by both UX designers and users that help determine the information architecture of the product based on logical ordering.
Cluster mapping
In other words, an affinity diagram is for sorting UX user findings into organised sets to lay down the foundations for desirable features.
Competitor analysis
A research method that shows strategic insights into a competitor’s features, functions and even visual positioning.
Eyetracking
A study that allows researchers to evaluate the movements of a particular user when they are using a product.
Focus group
Typically a researcher will talk to a group of people to find out opinions and generate ideas on the product or service.
F shaped pattern
Is a layout designed to guide the user’s eye to specific information based on human behaviour.
Mockup
A visual representation of a product in an environment could be a concept or the finished product.
Moodboard/style scape
Is a collection of visual inspiration gathered from an initial concept to visually communicate an idea.
Prototype
Is an early version of a product that is simplified to test main user journeys and functionalities.
Sketch
There will always be a place for pen and paper. At this stage in the prototyping process, a researcher can quickly come up with design solutions and compare them to determine the best one.
Storyboard
A visual way of communicating the user journey.
Usability testing
An approach that is done typically throughout the whole design process, ensuring that the product has ease of use and matches the user’s requirements.
User flows
A flow that represents a users task from an entry point to a desirable end one.
User interview
A one-on-one chat that can gather information for a user persona and insight on their behavioural habits on a product and or service.
User journey
Like the user flow, a user journey is a route that maps out their journey from beginning to end, the difference is that a journey includes emotions and behavioural choices.
User Stories
A narrative-based resource that sums up the patterns of how they interact with the product, focusing on motivations and frustrations.
Wireframes
A low-fidelity design that focuses just on structure and layout without clouding the mind with visuals. Its purpose is to ensure the interaction between user and interface is solid.
Design elements
Breadcrumbs
A layered component that allows users to navigate through multi-level pages.
Contrast Colour
Ensuring there is enough visibility between two colours to the layer or text is legible and ideally meets WCAG standards.
Grid
Is a layout system with rows and columns, making it easier for designers and developers, also for making clean and symmetrical interfaces for users.
Layout
The order of certain content such as text and images are laid out on a page.
Navigation
An organised hierarchy of information allows the user to find the information they are looking for.
Typography
Typeface or Font. there is a difference. A Font is a weight or variation of a typeface and typography is the arrangement of those styles to ensure it’s legible and appealing.
White space
Or negative space is the strategic positioning of elements on a page so they have room to breathe and for people to absorb content.
Widget
A self-contained design component that has certain functionality.
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- A bespoke client-facing website that represents your brand and provides direct access to your products or services
- An internal web portal, either for training employees or for networking and sharing of information
- A bespoke intelligence platform with powerful data and analytics capabilities
- A new content management system (CMS) that can provide greater flexibility and scalability for a portfolio of multiple sites
- A unique tool to transform inefficient manual processes into a simple digital platform
- A bespoke website that integrates directly with a wide range of other back-end tools and technology, such as your CRM system.
- Experience working with businesses in the healthcare sector
- A strong portfolio of successful bespoke development projects
- The expertise to guide you and help you make the best decisions for your project
- Certifications and accreditations
- Compliance with healthcare sector regulations
- Security and data protection built into the core of your project
- Secure hosting supported by back-up, disaster recovery, and risk mitigation plans
- Ongoing support services to maintain, update, and optimise your site
- Additional advisory services to help you gain as much value from your technology as possible.
- Boosting engagement with customers, with an outstanding UX and personalised services
- Increasing customer retention and loyalty
- Enabling real-time interactions with data and greater analytics capabilities
- Higher adoption rates of internal systems and improved business performance
- Reducing costs by streamlining inefficient processes and removing outdated technology
- Strengthening your corporate network with enterprise-grade security
- Achieving competitive advantages in a highly competitive market.
- 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.
- Innovation
- Creativity
- Clear strategic thinking
- Effectiveness
- Tangible results.
- 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.
Digital Business
10 March, 2023
How Healthcare Businesses Should Approach Bespoke Web Development to Set Themselves Up for Success
Many businesses in the healthcare sector require some form of bespoke web development in order to remain competitive today. But entering into a bespoke development project can be a daunting challenge, with plenty of risks attached to it.
This article will answer your pressing questions about bespoke web development, and provide you with a step-by-step guide to set yourself up for success when approaching your own project.
In recent years, modern healthcare has been driven forward by great advances in technology. Organisations in the healthcare sector have leveraged cutting-edge digital technology to transform the way healthcare services are delivered for the better.
But with that positive change comes a shift in expectations to improve technology across the board.
Whether you’re a practitioner or a healthcare solution provider, you now must deliver your services to your end-users through the latest digital channels if you want to keep up with the rest of the industry.
If you’re unable to meet modern expectations for an effortless consumer-grade user experience (UX), your clients and partners will be left unsatisfied and may look elsewhere for a more convenient alternative. This can also apply to your internal systems and processes, as your employees also want intuitive digital tools in order to do their work efficiently and effectively.
To achieve this, you need a sophisticated website that serves your users in a way that’s specifically tailored to their needs and preferences, while also supporting your strategic business objectives. Given the complexity of the healthcare sector, that will likely require you to develop a website with bespoke features and functionality.
Of course, any website you develop also needs to be secure and compliant, and flexible enough to adapt as your business grows or healthcare technology trends continue to evolve.
Going Beyond the Basics with Bespoke Development
While a more straightforward, simple website may be sufficient for small and medium-sized businesses, such a limited approach will prevent companies in the healthcare sector from retaining clients and staying competitive.
If you’re struggling to deliver exactly what your clients or other users are looking for, particularly in an industry as technical as healthcare, you may need to build a bespoke website. This could include anything from:
With a bespoke development project, the possibilities – and opportunities for innovation and growth – are virtually endless. You can discuss your current business challenges among your team, and then create something purpose-built to solve those specific challenges.
Of course, coming up with an idea for an exciting new site is the easy part. For many businesses, it’s an additional challenge to know where to go next. To make that easier for you, we’ve provided a simple, proven process here to help you plan and launch a bespoke web development project that will set you up for success.
A Process for Approaching Your Bespoke Development Project
Start with the “why” and think about what you’re trying to achieve
As touched on above, it’s important to have a specific reason for building a bespoke site. Whether it’s to achieve a strategic business goal, like customer growth, or overcome a prominent challenge, like inefficient processes, you need a clear purpose.
Determine exactly what you’re trying to achieve with your website and why it’s being developed. A big part of this will also relate to delivering on a specific need or solving a specific problem for your users as well.
Thinking of how it will help your users in a valuable way will make it easier to understand what sort of features and functionality you’ll require.
List all your requirements and use them to create a project brief
Once you’ve completed that first step, you’ll already see a list taking shape, with requirements for design, usability, capabilities, and so on.
Note down all those things your website needs to do and use that to create a project brief. This is a simple written document containing all the ideas you think are relevant to your site, including both functional and non-functional requirements.
The purpose of this is to make your request as clear as possible for the design and development agencies you speak to.
The more specific and detailed your brief is, the better, and that includes things like your initial ideas for cost and timelines. This will help ensure your agency will deliver what you’re asking for on time, within your budget, and matching your specifications. Without a clear, specific brief, you could wind up disappointed and maybe even over-spending.
Evaluate the options for a technology platform to build on
Most websites on the Internet are built using a content management system (CMS). This is almost certainly the type of platform you’ll want to use to create, edit, and publish all the content on your website and manage things behind the scenes.
Every business is unique, and every bespoke development project is different, so you need to use the work you’ve done in the previous two steps to help you select the right CMS.
By this point, when you’re evaluating platforms, you should already know your objectives, your requirements, your users’ needs, your budget, your existing technology stack, and so on.
Take all these factors and use them to determine which CMS is the best suited to deliver exactly what you want.
Something that’s important to note is that integrating a new website with other systems can be complex, particularly if you’re building your site on a new platform rather than an existing one.
When planning a bespoke development project, you’ll need to consider how easily your new platform will integrate with your other systems.
We recently produced a helpful series of articles comparing some of the leading CMSs for enterprise website development. You can read those here:
Find the right agency partner to design and develop your site with you
As mentioned earlier, you’ll likely need to find a design and development agency to partner with in order to create a bespoke website.
Building, managing, and supporting a high-performance website in the current technology landscape is extremely difficult, especially in a strictly-regulated industry like healthcare.
Not only should you look for a partner with a proven track record of delivering bespoke websites, you should also try to find one with healthcare sector-specific experience as well.
Which agency you choose will have a significant impact on whether your development project is successful, but also on whether or not your new website is successful in the long-term as well. It’s a decision that mustn’t be taken lightly.
Some of the qualities and capabilities that are important to look for when assessing your options for an agency partner include:
What Does a Bespoke Website Require to be Successful?
Once you’ve found a CMS and an agency you’re comfortable with, the next step will be to design and develop your bespoke website.
This will involve working to the requirements you noted in your project brief, but there are also some essential qualities and characteristics of a successful website in the current digital business landscape:
Enterprise-Grade Hosting
Ensure your agency can provide enterprise-grade, secure hosting, ideally with managed services, from a trustworthy provider. Not only is your hosting environment responsible for the security of your site and protection of your data, but it can also influence the speed and performance of your site.
If you’re in a position to build a bespoke website, you’re likely going to be dealing with a high volume of data and a large audience of users, so it’s important that you have a hosting service that can manage that without any disruption to your services.
User Experience
Whatever services or products you provide to companies in the healthcare sector, a great UX is the foundation of any successful website. People working in almost all industries now expect the same convenient consumer-grade experience they receive from the technology they use in their personal lives. Your website needs to be as quick and easy-to-use for your visitors as apps like LinkedIn and Amazon.
This also applies if the sites you’re looking to build are internal-facing for employees. Workforces now also demand a seamless experience with company systems, and providing this will create gains in efficiency as well as competitive advantages.
A great UX usually leads to a strong ROI.
Performance and Functionality
Your website connects you directly to your clients. Flip that to your client’s perspective, your website is a direct reflection of the quality and professionalism of your services.
If your website is slow, or doesn’t give your users what they need in terms of performance or functionality, they won’t hesitate to look elsewhere.
Security
Businesses today run on data. The data of your clients, partners, and your own critical data will be at risk if any technology attached to your network is not secure.
As mentioned earlier, you need to make sure your site is hosted in a secure environment with robust data protection measures in place. But security isn’t just about hosting. Security also comes down to a wide range of best practices, like regularly testing your site and updating your platform.
When your clients and partners are working with highly sensitive medical data, all your technology must also be highly secure and compliant with industry regulations.
Again, these are all critical things that your agency partner should be experienced enough to handle for you.
Personalisation
Personalised user experiences are becoming increasingly important for businesses to deliver to their clients and employees these days. One of the key advantages to a bespoke website is that you’re able to provide each of your users with personalised content and services, tailored to their needs, at each stage of their user journey.
Scalability and Agility
More often than not, a bespoke website is a key point of differentiation and an enabler of business growth. When you begin to achieve that growth, your requirements will evolve and your website will need to be agile enough to adapt easily without disrupting business continuity.
When planning and building your new site, ensure it’s developed with long-term growth and seamless scalability in mind.
The Benefits and Advantages of Bespoke Development
If you’re able to follow this process and incorporate some of these qualities into your new bespoke website, you’ll have something completely unique to your business. This should set you on the right path to accelerated business growth. But a bespoke website, once built and deployed, can begin to deliver a range of additional benefits and advantages too. These include:
The Healthcare Sector Runs on High-Performance Websites
As technology continues to evolve and drive more disruption, it’s becoming increasingly important to keep up with the resulting trends. A bespoke web development project allows you to reach beyond the limitations of a basic website and give your users exactly what they need from your services.
It also enables you to create a high-performance website that’s entirely unique to your business, differentiating you from your competition.
In the current healthcare sector, it’s easy to appreciate why this is quickly becoming a necessity, rather than a “nice-to-have” for many leading businesses.
Discover how global healthcare group, Clanwilliam, used bespoke design and development to take their brand to a new level and transform the capabilities of their marketing.
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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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Digital Business
28 February, 2023
Seven Simple but Effective Tips to Improve the Usability of Your Website
Providing your website’s visitors with a great user experience (UX) is a challenge. Especially for corporate websites that require sophisticated features and functionality, this can be an ongoing struggle. But it’s a challenge you need to solve if you want to stay relevant and remain competitive in today’s digital business landscape.
Usability is the measurement of how easy or difficult your website is to use for your audience. Good usability makes the experience of using your website as convenient and simple as possible for all your site’s visitors.
Despite the obvious value of this, usability is often neglected by businesses when building a website. That could be because you don’t have the time or budget to follow best practices, you don’t have the in-house design expertise, or you simply aren’t aware of just how important usability is today. Whatever the reason, you can’t afford to take the risk of releasing a site with a poor UX.
Understanding the Importance of Web Usability
You’d be amazed by how many websites these days fail to give their users an experience that delivers on their basic expectations. If your website falls in that category, poor usability may have an influence on whether your users adopt or reject your site. This could be the difference between a visitor abandoning a poorly designed page or sticking around and converting to become a customer.
So, how do you ensure your website doesn’t end up on this ever-growing list of failures?
The key is to focus on your users’ needs, and put yourself in their shoes when planning, designing, and developing your site.
Even if your site isn’t customer-facing, good usability is also crucial for internal systems. Employees are users too, and their adoption – or rejection – of your technology will also have an impact on your business.
This is easier said than done, we know. That’s why we’ve provided a selection of tips and advice to help you overcome this challenge.
How to Improve the Usability of Your Website
1 – Keep it Simple
Whenever you’re thinking about UX, always follow the rule that simplicity is best. If a website has a design or functionality that’s complicated, its usability will suffer. Try to keep things as simple as possible at all times.
2 – Nail the Fundamentals
While some design choices, like colour and font, can be argued as subjective, there are certain aspects of usability that are more objective. Getting the fundamentals right will help you ensure you’re delivering great usability.
For example, optimising your site to ensure its pages load quickly, organising your pages with proper headings and sub-headings, making sure clickable buttons and links stand out, avoiding making any text or touch-points too small, even providing clear, useful error messages, and so on.
3 – Adhere to Accessibility Guidelines
Usability shouldn’t be confused with accessibility. Accessibility’s purpose is to make all technology accessible and easy-to-use for everyone, equally, with a significant focus on those with disabilities and other difficulties.
To ensure your website meets the current requirements for accessibility, you need to follow a set of principles and standards known as the Web Content Accessibility Guidelines (WCAG), linked here.
If you’re working with an agency, they should have best practices for accessibility already incorporated into their approach. Make sure you check this anytime you’re evaluating agency partners for a website project.
4 – Learn from Experience
We’re all users of websites, and we all know how it feels to encounter a frustrating UX. Use your own experience of this to try and build empathy for your users and what they might like and dislike. Any time you come across a website that gives you a bad experience online, make note of this and ensure you don’t allow similar problems to creep into your own site.
5 – Don’t Make Assumptions
While the previous point is important, it’s also crucial to realise it’s not enough. Using your own experience will only get you so far and, in some cases, it could even cause additional problems.
Remember that usability is dependent on delivering for your target audience’ personal preferences when interacting with your website. It’s always risky to assume you know how your users think and feel.
Don’t make decisions about design and functionality without considering who the target users are and what they need from their experience. This leads us nicely into the next point.
6 – Test With Real Users
It’s always necessary to test the usability of your site with real people who are part of your target audience. The best way to ensure your website will provide a great UX is by asking real-life users to test it out, collect their input, and put that feedback into the final version. This is known as usability testing, which is a phase of the design and development process that every successful project requires.
7 – Know When to Ask for Help
All of these tips are helpful to be aware of, but for the average business they can be daunting and difficult to put into practice. That’s why the majority of large businesses with outstanding websites have worked alongside a specialist agency partner with expertise in user-centric design. To ensure your site has great usability, it’s often necessary to find the support of an agency who has proven experience delivering similar projects successfully.
Usability Should be a Priority
Usability is crucial to the success of any website, but it’s something most businesses are still struggling to get right. Ultimately, though, your users are the ones who will determine the success or failure of your investment.
You have to put yourself in their perspective when designing and developing your site, and that includes getting real people’s feedback and approval. Only then will you create something that meets your target audience’s expectations for speed, convenience, and simplicity.
If your website provides a clunky or frustrating UX, most users today won’t hesitate to go elsewhere rather than waiting around to complete their task on your site. If that task in question is purchasing a product or service, you’ll see that poor usability will eventually begin to have a negative impact on your business.
Following the tips and best practices listed in this article will help you avoid that trap and create a UX that’s better than most websites. Doing that will begin to drive positive outcomes like greater adoption rates, improved customer retention and loyalty, and a stronger return on investment.
To continue learning with a deeper dive into the topic of web usability, including more insight into its principles, additional guidance on design best practices, and current trends and future predictions, read our related article here.
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Announcement
23 May, 2023
SoBold Selected as a Finalist for The Drum Awards for Marketing for Digital Transformation
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:
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:
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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Digital Business
5 January, 2023
WordPress vs Sitecore – Comparing Both Content Management Systems
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.
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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.
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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.