The end-to-end process of web design is made up of a number of different phases that should all inform and complement each other. 

When working with a web design and development agency, they should use their expertise and experience to guide you through this process, which consists of:

• In-depth research and careful planning
• Visual exploration and mood boards
• User experience (UX) design 
• User interface (UI) design.

Once you’ve completed each of those phases and you have a design that you’re proud of, your agency partner will be tasked with preparing your website for development.

This article will explain the process of preparing a website for development, helping you understand what’s involved, what to expect, and how to approach it.

Designing  Your Website Across Different Break-Points 

In a recent article, we explained how the purpose of your UX is to help your visitors complete a task or process on your website as easily as possible, ultimately leading them to follow a call-to-action. 

Your UX is brought to life by your UI, which includes all the visual and interactive elements of your website, from colour and font to buttons and scrolling. 

Towards the end of the UI design phase, the next step will be to roll out your designs across a number of break-points. 

Break-points are the screen sizes of devices that your design will fit within. This allows your website to be designed as responsive and optimised for use across a wide range of different devices and channels. 

This is important because certain aspects of your site may not translate down perfectly across different screen sizes. 

Here at SoBold, we design sites across the following break-points, but this may vary from agency to agency:

• 1,920px – For most external computer monitor sizes
• 1,366px – For most laptop screen sizes
• 992px – For most Notebook and iPad devices
• 768px – For most other tablet devices
• 375px – For most smartphones.

If you want your website to be designed as mobile-first, it’s important to raise it at the beginning of the project so your agency can create your wireframes in that context. However, you should only ever make that decision based on real data regarding your target audience’s preferences. 

In this case, your agency should work with you to conduct some additional research and determine the best screen size for your particular audience. This will ensure the UX designers work with the right starting point for your high-fidelity wireframes.

A Thorough Hand-Over from Design to Development 

This phase of a website project involves a process that takes a lot of careful work and close collaboration between the different teams within an agency. 

Here at SoBold, we make a point to ensure the design team talks the development team through all the work they’ve done on your mood boards, UX design, and UI design in detail. This includes explaining the decision making process behind everything they’ve designed.

While a lot of agencies will just hand the designs to the developers and ask them to start building, we believe this is something that should be treated as more of a team effort. Doing so as a core part of our process has proven to add tremendous value to the work our clients have received in recent years. 

It’s beneficial to the overall project for the developers to fully understand why the decisions have been made about the designs. It’s also important that they’re given a detailed run through of what they’re building within the context of the whole site.

For example, there may be a fairly complex block which is built early on in the development process. If the developers are made aware that slight variations of this same block will be used several times throughout the site, they can save valuable time and work more efficiently by repurposing the first block when it’s first built. 

This hand-over is crucial in ensuring the development process runs smoothly, providing you with a high-performance website that meets your expectations, delivered on time and within budget.

A Well Designed Website Ready to Be Built 

After the hand-over is complete, your agency will be able to export all your design assets and the developers will begin building your website. 

While web design may seem straightforward when explained like this, in reality it’s a complex process that requires a great deal of specialist skills and expertise. That’s why it’s so important to have the support of an agency partner you can trust and rely on to guide you. 

Working with a talented agency will ensure you’re able to create a unique design that will resonate with your target audience and help you achieve your strategic business goals through your new website. 

Keep an eye out for our upcoming blog series where we’ll walk you step-by-step through the web development process, making it far more approachable and easy to manage for you.

If you’d like to discover how generative AI technology is transforming the web design and development space, read our recent article here. 

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Summary

In the first few months of 2023, generative AI has burst on to the scene and begun to change our relationship with technology forever. Already, there’s plenty of evidence to suggest that people in a wide range of jobs will have to adapt quickly or risk being replaced. In this article, we explore the impact AI is having on the web design and development industry, as well as how businesses, and people, should approach working with this innovative technology. 

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AI tools are nothing new. We’ve all been using them for years, from chatbots to predictive text to voice-controlled assistants like Siri and Alexa. But the recent mainstream adoption of AI tools such as Chat GPT, and the rapid advancement of the technology itself, has caused huge disruption across a number of industries. 

Many assumed that people like marketers, software developers, and UX and UI designers would be some of the last ones at risk of having their jobs taken by AI, due to their need for creative skill and use of human emotion. Ironically, these roles have been some of the first to come “under threat” over the past few months.

AI’s speed and efficiency is already forcing us to ask questions about the future of the web design and development industry. With that in mind, one question in particular has dominated discussion online so far this year:

Are our jobs in danger of being taken by AI? 

By now, you’re almost certainly aware that AI offers incredible value by accelerating workflows and augmenting skills. Some of the most beneficial use cases lie in: 

• Brainstorming and ideation
• Assistance in research and information-gathering
• Writing copy
• Writing code 
• Image and video creation 
• Data analysis 
• Automating manual processes.

AI can also devise entire business and marketing strategies, solve complex problems, and even create its own AI-powered applications from scratch. Perhaps most importantly, it can do all these tasks in a matter of seconds, when most of them would take a human several hours, days or even months. 

The Latest News and Tools (at the Time of Writing)

Over the past few months, there are more and more AI-powered tools being released on an almost daily basis. 

The number of AI tools that have been released recently is staggering, and the capabilities of some of them is truly mind-blowing. Just last month, in March 2023: 

• GPT-4 was released as an upgrade to Chat GPT. GPT-4 can understand images, process 25,000 words in one go, earn a top 10% score on complex exams, and even demonstrate some advanced reasoning capabilities. 

• Adobe released Firefly, which is a programme with a range of new generative AI features. It can create outstanding new content using simple language, with almost-unlimited creative options like turning 3D compositions into photorealistic images and automating advanced video editing processes. 

• GitHub launched CoPilotX, which can supposedly boost coding speed by up to 55%. CoPilotX has similar features to Chat GPT, but will be used by software engineers and developers to boost productivity and time-to-market. 

• And, just last week, Stability AI released its Stable Diffusion XL model, offering photorealism through an intricate editing interface. It’s reportedly built with around 2.3 billion parameters. 

It’s both exciting and terrifying to think these highly intelligent tools are just the tip of the AI iceberg. When you consider how common it’s now become to use AI to develop even more advanced AI, it seems that the rate of evolution will only continue to increase exponentially from here. 

How is AI Transforming Design and Development?

While these AI tools are extremely impressive, it’s not as straightforward as simply plugging them in and sitting back while they literally do your work for you. It’s possible we may get there one day, but right now we believe we’re a long way off.

These tools are highly sophisticated and intuitive, and their adoption is probably going to change the way we all work forever. However, this should be seen as technology that will augment and enhance people’s ability to do their jobs, or create new jobs entirely, rather than “steal” them away from us. 

The current use cases for AI are mostly just ways for you to do your work, much faster and more effectively. This could either be done by automating processes to save time, or by supplementing your existing skill-set with new capabilities with the help of AI. For example, if you wanted to convert your code from one language into multiple languages, you would be able to do this with the help of Chat GPT. 

When it comes to user experience (UX) design, one crucial thing AI will always be missing is human empathy, emotion, and understanding. A company looking to create a high-performance website that supports their strategic business goals and engages their target audience will fail if they don’t take into account human understanding and collaboration between them and their web development agency.

Outlining the What and the How is important, but the Why is arguably what drives great UX and UI.

“Design is not just a visual experience, it’s an emotional one. It should make people feel something.”

Nathan Shedroff, Author and Professor of Design Strategy

UX design is a nuanced, collaborative process, focusing on the specific requirements of the business and the specific needs of the target audience. You can save a lot of time using AI to produce a high volume of early conceptual designs or accelerate your copywriting process. But without the human element, none of these things will be authentic or anywhere near the required standard.

Potential Concerns and Risks with AI

Of course, we’ve not even mentioned the rising concerns and risks associated with AI yet. Just last month, over 1,000 technology leaders and influencers signed a petition to halt the development of generative AI until more governance can be introduced to ensure its safety.

There are still some serious grey areas regarding the use of this technology in business as well, from regulations and legal implications to the copyright of creative work like logos and images. These are providing opportunities for a wide range of new forms of cyber crime, phishing, and “deep-fake” imitations which could spiral out of control if left unchecked. 

There are also plenty of moral issues surrounding AI that we must consider. For example, what implications will there be for our society if global businesses do begin replacing humans with AI on a large scale? 

A key concern is that Generative AI is also having a significant impact on the environment, which is a conversation most people seem to be avoiding for the time being. With the global fight to reduce carbon emissions intensifying, and more businesses placing sustainability at the core of their values, there needs to be some action taken to balance those priorities with the efficiency and speed enabled by AI.  

The SoBold Perspective 

From our perspective, as a leading design and development agency, we believe that people will always want and need to work with other people. Personable relationships, real-life experience, and critical thinking are all essential parts of our work. In many cases, that’s also what many of our clients value most about our services. 

Granted, we’re always looking for innovative new ways to push the boundaries, and AI is an incredible tool that will help us do that. But it won’t replace crucial human characteristics like empathy, emotion, and subjective opinions. 

It will, however, help us spend less time on low-value tasks, and more time to focus on building stronger relationships and gaining a deeper understanding of our clients’ needs. That will only result in improving the work we deliver, which is something we’re always striving to achieve. 

The Verdict on AI (for Now)

This year will probably be looked back on as a turning point in history when AI was introduced to the world. But this technology won’t replace too many jobs just yet. Instead, it will enhance our ability to work smarter, faster, and more efficiently. 

For now, the only people at risk of losing their jobs to AI are those who fail – or refuse – to adapt to this new way of working and embrace the change. Similarly, if you’re using AI because you’re being lazy or complacent, that will also cause problems. You should never use work produced by a generative AI tool without checking its quality and accuracy, and you’ll always need to add a human touch before considering it finished. 

On the other hand, if you’re forward-thinking and agile, embracing AI will make you exponentially better at your job. Here at SoBold, we’re personally most excited by how AI has the potential to help us vastly improve the service we deliver for our clients.

Of course, this technology is evolving so fast that it’s difficult to predict where we’ll stand a year from now. We’ll be discussing this, and lots of other important trends, in our new monthly newsletter.

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Summary 

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

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

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

Where to Start 

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

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

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

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

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

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

Why Having a Brief is Crucial

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

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

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

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

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

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

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

How to Create Your Brief 

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

The Project’s Purpose and Goals 

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

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

Project Timelines and Deadlines 

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

Project Stakeholders

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

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

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

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

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

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

Technology Preferences 

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

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

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

Budget 

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

Design Look and Feel

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

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

User Interface (UI) 

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

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

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

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

Non-Functional Requirements

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

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

Hosting

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

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

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

Security and Compliance

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

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

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

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

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

Accessibility, Usability, and Responsive Design

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

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

Functional Requirements 

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

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

Features 

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

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

What to Do Next 

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

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

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

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

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

More Helpful Resources 

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

Understanding and Evaluating Enterprise Options for Bespoke Web Development

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The type of hosting environment you select will have a strong influence on the success of your website. It’s important for you to find a secure, scalable web hosting service that you have 100% trust in to deliver high-performance at all times.

To simplify the options available to you, this article will break down the various types of web hosting services, and explore the non-negotiables we believe you should be considering in your criteria when making your decision. 

The Fundamentals of Enterprise-Grade Hosting 

Some of the most important things to look for with your hosting environment include: 

Security – Cyber security is obviously an essential priority, and this should be top of your list of criteria in the current climate.

Performance – Your hosting environment should be set up in a way that makes your site capable of handling large surges of traffic.

Scalability – As your business grows, it’s likely that your site’s audience will grow. You need a hosting provider with the capacity to scale your services seamlessly to meet your needs, both now and in future. 

Resilience – It’s important to ensure your hosting infrastructure is robust, and that it can gauruntee you certain performance levels and up-time.

Support – If anything does go wrong, you need to be assured that you have a quick, efficient support service in place to get your site back up and running as soon as possible.

Sustainability – With sustainability a growing priority on the corporate agenda, the carbon footprint of your data centre may be another important factor in your decision.

Option 1 – Shared Hosting Services 

Shared hosting services can provide you with a basic secure server for your website. However, as the name suggests, these servers will be shared with a large number of other businesses. You won’t have any dedicated server of your own with shared hosting. 

This approach does have some advantages, particularly in the area of cost. These shared hosting environments can cost as little as £1,000 per year.  However, the down-sides to this often outweigh that cost benefit. 

In many cases, the low cost of shared hosting services can often be reflected in the performance levels. This is because, with such a high volume of websites hosted on the servers, your performance has no protection if other sites are experiencing high volumes of traffic. 

It’s also likely that you’ll only have access to limited support services when any issues arise. Many of the shared hosting options will have a ticketing system for support, where you’ll be at the mercy of the number of requests ahead of you in the queue. This could result in your website being ‘down’ during times where it’s business-critical.

Option 2 – Private Servers with Shared Hosting Providers 

Most shared hosting providers will offer the option of having your own private server for an extra cost. This is often referred to as a VPS, which stands for virtual private server. 

Rather than sharing a server with thousands of other businesses, you’ll only be sharing with a few others. While this is significantly better than the regular shared hosting options, you can still end up facing similar problems with performance and scalability.

This is another cost-effective approach, though, with some improvements over standard shared hosting. If you rely on an agency to set this up for you, they’ll likely put their smaller clients on a shared VPS and give their larger clients their own dedicated servers to minimise any potential problems.

Option 3 – Enterprise-Grade Private Web Hosting

Often the most reliable and trusted approach to take is to have your own dedicated server, which comes with a wide range of additional benefits. 

With this option, your website is placed on its own private server in the cloud, managed by a dedicated team of specialists who offer personalised, hands-on support and ongoing optimisation.

Security

Enterprise-grade security should be a core part of the hosting service you choose, regardless of whether it’s private or shared. However, you’ll be guaranteed far greater security, with drastically reduced risk, when you work with a private hosting service.

For instance, a hosting provider should offer robust protection for your site, including: 

• Configured firewall options, IP access lists, and anti-phishing attack technologies 
• Full responsibility for rapidly patching OSes and libraries 
• Long-term-supported Linux distributions for maximum security. 

Of course, compliance and certifications are another crucial aspect of cyber security these days. While some shared hosting providers may have the basic levels of compliance in place, most private hosting services will boast: 

• Compliance with ISO 27001/PCI-DSS/TIA-942 
• A 100% pass-rate for any data centre audits 
• 24/7 data centre staffing with experienced engineers and specialist security teams 
• Document review services for your external audits 
• Bespoke consultancy available if you have any major certification requirements. 

Performance 

When taking this approach, you’ll receive your own bespoke service and will be provided with a hosting environment tailored to your specific requirements. 

This will optimise everything included in your hosting package, from your preferred caching, loading speeds, performance requirements, up-time, and more.

You’ll also be able to set up a content delivery network (CDN) to make your website faster and more readily available to all visitors around the world. 

Scalability 

Private hosting gives you the capacity and flexibility to scale seamlessly anytime your website’s traffic increases, or if you have peak times for traffic.

This is an intelligent way to future-proof your investment, with the confidence that your website’s performance will be consistently excellent as the size of your audience increases and your site expands. This also applies to situations in which you need to scale unexpectedly due to short-term increases in demand, ensuring business continuity is always maintained on your site. 

Resilience 

Private hosting providers have guarantees for their resilience, and for your site’s up-time, covering all possible bases. This even counts for unusual scenarios like floods or fires.

It’s wise to look for a provider who offers back-up and disaster recovery services for the maximum resilience. 

Back-Ups: Managed back-up services provide you with a tailored regiment, alongside rigorous testing, for guaranteed restorability. 

Multi-level back-ups are taken for you, both locally and remotely, to minimise risk. You’ll also be able to choose from a range of replication technology options for your load-balancing and various fail-over scenarios. 

Disaster Recovery: Private hosting providers will also use disaster recovery measures, such as geographically-distributed platforms and back-up data centres, providing you with full assurance that your performance and up-time are always maintained.

Your primary hosting platform will be replicated to a disaster-recovery platform, which means that if the primary data centre is ever out of action for a prolonged period of time you can fail-over to the back-up systems. 

While the more basic hosting services can take days to recover in similar situations, which could result in losses of business and even reputational damage, disaster recovery can often be done in a matter of minutes with a private hosting environment.

Support and Optimisation

Trust and confidence in your provider’s ability to deliver on your requirements are a vital part of your hosting service. 

It’s highly beneficial to take an approach that gives you – or your agency partner – a close working relationship with your hosting provider. Availability and accountability are much greater with a private hosting service than with a shared approach. 

A close working relationship provides other advantages as well. For instance, anytime you want to make upgrades to your hosting environment, they can analyse your traffic and identify the best time and date to do that with minimal disruption. 

This is all part of collaborating with your agency and hosting provider, so they understand your unique business and tailor your hosting services. This is all done based on the conventions of your target audience and your specific requirements to deliver the best possible service. 

In terms of support, private hosting providers will have powerful automation tools to proactively, continuously monitor your environment. That allows them to resolve the majority of issues before they’re able to have an impact on your site. 

This can also involve 24/7 custom alerting systems, as well as a fully customisable monitoring portal, and multi-channel systems to alert engineers rapidly in the event of any problems. 

In terms of your overall service with an enterprise-grade private hosting provider, you should also expect to gain: 

• A fully-managed service provided by a team with decades of experience 
• Round-the-clock, hands-on assistance, 365 days per year 
• Deep technical understanding and expertise 
• Proactive support from dedicated engineering teams and account managers 
• High-level consultancy, including advice on new projects and technologies. 

Sustainability 

If your business has sustainability as a priority or core cultural value, then this is another reason to opt for a private hosting service. While it’s not impossible to find shared hosting services with carbon-neutral data centres, it’s much less common. 

Sustainability is also a key focus for us here at SoBold as an agency. As a result, we’ve worked hard to ensure we have an environmentally-conscious, carbon-neutral service offering.

The Verdict?

Having a fully dedicated, bespoke private server is usually the preferred choice of web hosting services. This is due to the unmatched levels of security, scalability, and performance that come with private hosting providers. 

Of course, it’s important to note that this does also come with a higher cost than other options. However, the benefits and trust gained through their strengths in these key areas ensure strong ROI. 

Not only do their flexibility and optimisation provide you with a high-performance website set up for success, but enterprise-grade security and resilience will also minimise your risk and save you significant costs in the long-term. 

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As a business in the financial services industry, you have to navigate a range of sector-specific challenges that make it difficult to meet current user expectations with technology. This article will explain why a bespoke development project is often the most effective way to solve those challenges, and provide guidance on how to approach such a project.

For a long time, apprehension towards cyber security and data protection, alongside challenges with decades-old legacy systems, meant that many businesses in the financial services sector were a bit behind the technology curve. Banks and other financial services companies weren’t typically known for their impressive websites or sleek digital processes, at least not until fairly recently. Those days are long gone now, though, as digital transformation and technology-driven innovation have changed the financial services industry forever. 

Today, both your clients and employees alike expect a seamless digital experience when interacting with your services and processes. And meeting these expectations has become increasingly important over the past 10 years or so, as the more traditional finance businesses have faced disruption from trends like FinTech and digital banking. 

But whether you’re a long-standing financial institution, or an early-stage FinTech start-up, there’s a common priority among businesses in this industry – you simply must keep up with the pace of technology in order to stay relevant with your customers and maintain your competitive edge.

Changing Demands from Your Audience of End-Users 

The technology trends we’ve highlighted there will have caused you to shift large parts of your business model online over the past few years. Consequently, that will have created a range of new challenges for you.

Self-Service 

Whatever services or products you provide, your clients now expect the same convenient, effortless experience they’re used to with the technology they use on their smartphones every day.  

When interacting with businesses, most people want to be able to do everything for themselves online, ideally without having to interact with a sales-person or customer service rep. If you can’t enable this self-service in a simple and efficient way, your customers will be left frustrated. 

Cyber Security and Data Protection

The amount of data passing through your business is mind-blowing. All that data can be placed at risk if any technology attached to your corporate network is not secure. When you’re working with such highly sensitive financial data and strict industry regulations, all your technology must be highly secure.

Responsive Design 

Your digital systems need to be highly intuitive, dynamic, and, perhaps most importantly, simple and easy-to-use. That should ideally be the case for all systems, both client-facing and internal. 

User Retention 

If your current website feels clunky, unintuitive, or difficult to navigate, your clients will not hesitate to go elsewhere. While that may have been acceptable with cumbersome legacy systems in the financial services market 20 years ago, it’s simply not an option today.

People will leave a company’s website forever after one poor experience. This demonstrates just how important an excellent user experience (UX) is in retaining your user base.

Similarly, with internal systems like staff training portals or corporate knowledge bases, a poor UX will stifle adoption and usage of the technology. In turn, that will have a negative impact on your return on investment (ROI). 

Using Bespoke Development to Overcome Business Challenges 

In order to break down those barriers and overcome those challenges, many of the leading financial services companies have developed websites that are entirely bespoke. 

Modern enterprise systems need to be dynamic, intuitive, and user-centric. Delivering on all those attributes often requires bespoke development, especially in an industry as nuanced and complex as financial services. 

Your customers, partners, and clients must be able to interact with your services and access their data online, from anywhere, at any time. Not only that, but they also expect personalised content, tailored to their specific needs or challenges, at every stage of their user journey. 

For that reason, it’s often necessary to take the route of a bespoke development project to ensure that your business gains exactly what it needs – and that your users get exactly what they want – in terms of both functionality and capability. 

This covers all the possibilities and ensures your digital presence is tailored to your specific business objectives, the preferences of your users, and unique requirements, including:

• A bespoke website that differentiates you from your competitors
• An online portal, either for training internal users or providing a more engaging experience for your clients
• A new platform that can better integrate with your legacy systems
• A new content management system (CMS) that can provide greater flexibility and scalability 
• A way to transform time-consuming, inefficient manual processes into a unique, easy-to-use digital tool.

Whatever it is your business requires, you can follow the simple, proven process outlined below to ensure your investment in new technology is a successful one.

How to Approach a Bespoke Development Project for a Financial Services Business 

Understand the Purpose of What You’re Building

The first thing you need to do is reach a clear understanding of exactly what you’re trying to achieve with your website. Whatever you’re looking to build, it should align with, and support, your company’s strategic business objectives. 

It should also meet a specific need or solve a specific challenge for the users it’s aimed at. This will help you begin to determine exactly what you need in terms of design, usability, and any other bespoke functionality. 

Define Your Requirements in a Project Brief 

A brief is a simple written document that lists all the key ideas and details you think are relevant to the website or platform you’re looking to build. Use this to list all your functional and non-functional requirements, as that will make the project as clear as possible for the design and development agencies you speak to. 

Try to be as specific as possible to give yourself the best chance of having the project delivered on time, within your budget, and to your bespoke specifications. Without that specificity, you’ll likely be disappointed and could even end up drastically over-spending.

For a comprehensive guide to creating a brief that will set you up for a successful web design and development project, read our useful article here. 

Evaluate Your Technology Options 

In most cases, you’ll use a content management system (CMS) to build your bespoke site. This is a type of software-based platform that allows you to create, edit, and publish digital content across a range of online channels and devices.

Every bespoke development project will be different, so you should aim to select the CMS that best aligns with your objectives, requirements, budget, and other factors.

For example, WordPress is fast-becoming the platform of choice for many forward-thinking financial services businesses, because of the flexibility and fast time-to-market it offers.

To learn more  about how to understand and evaluate the enterprise CMS options for bespoke development, read our helpful related article here.

Find and Select an Agency Partner 

Building, managing, and maintaining a high-performance website in the current technology landscape can be very complex. It requires a wealth of expertise and experience, and also takes time. For that reason, the vast majority of businesses work with a web design and development agency to bring their vision to life. 

The choice you make about which agency to partner with will have a significant influence on the success or failure of your project, so approach this decision with a great deal of care. 

When you’re dealing with such a high volume of sensitive financial data, you must find an agency that understands and respects the critical nature of the work they’ll deliver for you. 

You should consider the following qualities as non-negotiable for your an agency: 

• Proven financial services sector experience and success 
• A strong track record with complex bespoke development projects 
• A long-term partner who can advise and guide you to make the correct decisions
• Certifications and accreditations 
• Compliance with financial services industry regulations
• Secure hosting, with back-up, disaster recovery, and risk mitigation plans
• Security built into the core of every project 
• Automated monitoring, maintenance, and support services
• Ongoing updates and optimisation for your platform
• Training and learning to help you gain maximum value from your investment. 

What Are the Key Components of a Successful Bespoke Development Project in the Financial Services Sector?

There are some key components of a web development project that you can specifically include in your requirements before you speak to any agencies. These will ensure you minimise your risks and mitigate potential problems, both during and after the delivery of the project. 

You should use these as criteria when assessing your agencies and your technology platform, as they should all be non-negotiable for any business in the financial services sector.

Hosting and Performance 

Hosting refers to the physical and virtual data centres used to house your website. It’s crucial to ensure your site will be hosted in a secure environment, with an experienced, trustworthy provider, because this will have a significant influence on things like security and performance. You’re likely expecting to deal with a high volume of data and a large audience of users, so it’s crucial to ensure your website or platform can handle that. 

Enterprise-Grade Security 

Security is not an after-thought, it’s a critical priority. From your choice of hosting services, to your data back-up and disaster recovery, right through to the frequent testing of your live site. Always place this at the very top of your list of questions when speaking to an agency or a technology provider about developing something bespoke.

Personalisation

Providing your users with personalised services and content is another crucial capability for modern financial services companies, but not all platforms can facilitate this. 

In order to ensure your end-users are having their experiences tailored to each individual, some bespoke functionality could be necessary.

Scalability and Multi-Site Development

As business growth is likely one of your key strategic objectives, your site must be able to support that. A scalable platform will allow you to seamlessly expand your online presence as your business grows and your needs change. 

Integration with Back-End Systems 

Like most financial services companies, your corporate network probably includes a variety of old and new systems and applications across all your different departments. If you’re going to have something new developed, you’ll need to build it on a technology platform that can seamlessly integrate with all those relevant systems. 

Ease-of-Use 

Whether or not a technology solution is a good investment or a bad one often depends on how easy it is to use, both for your team internally and your end-users. Usability is a key criteria 

Time-to-Market

One of the great advantages of developing a bespoke site is that you can continue to iterate and improve it based on user feedback. However, you’ll want to ensure you’re able to do so quickly and efficiently. 

Working with an agency, and a technology platform, that enables a fast time-to-market with your development projects is an important part of the process in terms of achieving positive ROI.

Ongoing Development and Optimisation

Following on from the previous point, your web development project shouldn’t stop at the delivery and deployment of your solution. Once your site is live, measure and analyse its adoption and usage. You can use that feedback to continue optimising its capabilities and functionality for the best possible results.

The Business Benefits of Bespoke Development  

While technology does create its fair share of challenges for businesses that are unprepared or unwilling to adapt, it also presents a vast range of opportunities to those who embrace it. 

A bespoke development project delivers something entirely unique and specific to your business, giving you a range of benefits and advantages, including: 

• Improving your internal UX, creating greater operational efficiency
• Improving your external UX, providing more convenient, intuitive services to customers 
• Streamlining mission-critical processes to reduce costs 
• Building enterprise-grade security into the core of your systems
• Enabling real-time interactions with data 
• Increasing customer retention and loyalty 
• Achieving competitive differentiation
• Accelerating business growth. 

In Summary

Financial services has always been a highly competitive industry, but with recent technology trends and changing consumer behaviour, it’s now more important than ever to have a strong, user-centric digital presence.

Not only do your clients and partners demand their data be handled in a secure, compliant way, they also expect a seamless, consumer-grade performance from all digital processes and services they use. Unexpected down-time, poor UX, or any similar frustrations will leave your customers unsatisfied and may put their loyalty in question.

In order to avoid these challenges and minimise your risks, it’s important to find the right agency, with the right technology, to create a website tailored to meet your strategic objectives and exceed your clients’ expectations.

To learn more, read our comprehensive guide to understanding and evaluating the enterprise options for bespoke development here.

Discover how global private equity advisory firm, Rede Partners LLP, transformed a time-consuming manual process into a game-changing client-facing online portal here.

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