SoBold, the High-Performance WordPress design and development agency, has delivered an industry-first portal for Rede Partners, a private equity fundraising advisory firm that provides fundraising services to PE funds across Europe, North America and the APAC region. 

This bespoke portal, built on the WordPress platform, allows institutional investors to navigate upcoming funds advised by the placement agent.

Rede approached SoBold wanting to create a better user experience and improve fundraising outcomes for its customers. Rede wanted to achieve this by replacing its ‘Current Fund Offering’ mailout and PDF with an interactive, personalised, and secure online portal. Rede and SoBold worked in close collaboration to devise a simple, bespoke solution capable of delivering on a complex set of requirements, and that online portal soon became RedeWire.

RedeWire was fully integrated with Rede’s CRM system, Dealcloud, passing back data on user interactions and page views, allowing the team to follow up with interested clients.

RedeWire has been built fully personalisable for users, meaning that limited Partners are able to set all their preferences on first login, and through their account, allowing them to tailor the funds they see on their fund offering dashboard. 

As part of the RedeWire platform, SoBold also designed and developed a bespoke front-end editing and approval interface to digitalise their offline fund approval process. This process has enabled Rede Partners and their clients to send out live previews of how a fund will appear on RedeWire, gather real-time comments, or make fully audited edits to a page’s content before submitting it for approval and publication on the RedeWire portal.

RedeWire has now launched to Rede’s full customer base and initial feedback has been overwhelmingly positive. The platform has already seen a high number of account activations and interactions within its first full week of use.

SoBold and Rede will continue to work together to develop RedeWire’s capabilities further and improve the portal’s user experience. SoBold will provide ongoing support to manage the platform and deliver enhancements on a monthly basis.

You can read more on our working relationship with Rede Partners here.

Gabrielle Joseph, Head of Due Diligence and Client Development for Rede Partners said,

“The SoBold team has been a real pleasure to work with and has successfully made our vision a reality. Originally conceived as a game-changer within our industry, we are thrilled with the outcome of RedeWire and have had several clients highlight how intuitive and easy-to-use the platform is.” 

“Throughout the project, SoBold clearly understood our vision and provided thoughtful solutions to our needs. Choosing to partner with this team was one of the best decisions we’ve made, and we couldn’t be happier. We look forward to continuing to work with the team as the site evolves.”

Will Newland, Managing Director, SoBold said,

“We’re delighted to see such high early adoption of the new platform. The user feedback has been excellent so far, and this is the first of its kind in the private equity space, creating a personalised experience. We’re continuing to roll out enhancements on a monthly basis and can’t wait to grow the platform further.”

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Summary

In this article, we’ll outline the end-to-end steps of what takes place in a thorough user experience (UX) and user interface (UI) web design process and discuss what modern web design requires to be successful.

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You may have read our in-depth guide to creating a brief for a web design and development project. A brief can be used to capture all your ideas and requirements before discussing your project with any web design and development agencies. 

Once you’ve completed your brief, and evaluated your options for agency partners, you’ll be ready to launch into your website project. 

An end-to-end website project is typically organised into phases, which will usually be structured as follows: 

1. Design
2. Development
3. Quality Assurance Testing
4. Migration and Launch.

We’ve provided a detailed breakdown of these phases in a recent series of articles. This series is intended to give you a clear understanding of the full end-to-end process involved when working with an agency to design and develop a website. This will help you remove any apprehension heading into this kind of project and set you up for success.

The Current State of Web Design

“Design is not just what it looks like and feels like. Design is how it works.”

Steve Jobs, Co-Founder and former CEO of Apple.

While web design does focus on the visual aspects of the site, there’s a lot more to it than just the aesthetic elements like colour schemes and typography. 

Web design is a complex blend of branding, user experience (UX) design, user interface (UI) design, graphic design, content creation, layout and structure, accessibility, and much more.

The design of your website needs to be visually attractive but, more importantly, it also needs to be simple and easy-to-use. Your website needs to find the perfect balance between supporting your strategic objectives and serving your clients with a seamless experience. Of course, that’s much easier said than done, which is why it’s so important to find an experienced partner you can trust to guide you through the process. 

Outlining the Web Design Process 

Phase 1 – Research and Planning

The phase that underpins  EVERYTHING!

A good agency will have absorbed everything in your project brief. They should also have worked hard to understand your perspective and your requirements from your website, before you’ve even agreed to work together. 

Once you’re preparing to launch the project, the research and planning phase will then go beyond that initial information gathering exercise. 

The objective of this phase is to define the full scope of the website, including its design, its features and functionality, its content, and everything else involved. 

Your site will be discussed in extensive detail, and then research will be conducted into some key areas that will inform your design and development, such as:

• Strategy
• Website Data 
• Target Audience
• Industry Landscape
• Competitors.

Whether you’re making small updates to an existing design or completely rebranding your business, it’s equally important to use this research to inform every decision you make. That’s because every element of your site’s design must be made to support your business goals and serve your target audience with a great user experience (UX). 

This research and planning phase is essential in enabling you and your agency partner to do that. 

Phase 2 – Visual Exploration

This exploratory phase involves defining the most appropriate and effective visual direction to take with your site. 

The main tool used to help determine the right visual identity for your website is a set of mood boards. These are a visual compilation of different options for colour, typography, structure, images, and other visual components that are used to tell your brand’s story through your website’s design. 

A good agency partner will usually present around three mood boards to help shape the direction, then collaborate with you to narrow it down to one final version. 

Visual exploration, like most processes within web design and development, will be collaborative and iterative. You’ll be presented with ideas by your agency partner, then given the chance to provide feedback across several rounds of revisions. 

Phase 3 – User Experience (UX) Design

The UX design process is the phase in which you work with your agency’s UX specialist to create a blueprint of the website functionality. 

This involves creating wireframes (either low-fidelity or high fidelity) that help you visualise the design and outline your website visitors’ flow through the pages into your main calls-to-action. This is the way the website’s design works strategically to drive outcomes that align with your business goals.

This phase takes place before working on the site’s visual design to ensure the two separate aspects complement each other. 

Phase 4 – User Interface (UI) Design

From there, your user interface (UI) will be designed. The styles, fonts, and look and feel of the site from the mood boards will be applied to the wireframes. 

Your agency will likely present you with a design for your homepage before moving on to the rest of the site. This will typically be done on a desktop screen size, but it can be done on mobile if you want to take a mobile-first approach. Once this is complete, it will then be designed across the relevant breakpoints.

After completing this process, your agency partner will be ready to enter into developing your website.

Making Complex Processes Simple

As technology continues to become more advanced, more and more of our daily lives now take place in a digital-first context. This means:

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

In order to succeed, your website’s design requires careful planning, research, and a strategic approach if it hopes to meet the demands of the modern client.

Working with a specialist design and development agency is a proven approach to ensuring you gain a website that meets your requirements and delivers on the expectations of your target audience. 

Completing a process like the one outlined in this article will enable you to design a website that can become your clients’ go-to online source when they have a need. 

As mentioned earlier, we’ve provided a step-by-step guide to each of these phases to make the process even easier for you. 

To learn how to easily navigate the research and planning phase of a web design and development project, read our next article here.

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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:

• 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

Cons:

• 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

Pagination

Pros:

• 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

Cons:

• 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. 

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SoBold Limited (SoBold), a leading digital and web marketing consultancy, is delighted to announce that SoBold has been selected to work with Transport for London (TfL) to build, manage and support a bespoke Cookie Consent Management Tool for use across TfL’s portfolio of websites.

SoBold’s rapid growth over the previous 12 months has seen them become a leading player in the digital and web marketing space. SoBold’s core offerings are now used by over 200 customers worldwide and we anticipate this customer base to continue to grow considerably over the next 12 months and beyond.

SoBold has been an authorised Reseller of Cookiebot since the new General Data Protection Regulation (GDPR) came into place on 24 May 2018. Cookiebot’s tool consists of three main features: cookie consent, cookie monitoring and cookie control and SoBold work with their clients helping them manage, build and integrate these solutions onto their websites. SoBold now manage Cookie Consent Management for clients across numerous different industries.

Transport for London has completed a formal tendering process to procure a new Cookie Consent Management Tool for their tfl.gov.uk website domains. By procuring the tool, Transport for London is best able to align their approach to cookie management with the requirements of data protection legislation. SoBold will work with Transport for London, for a minimum of 12 months with the option of extending the contract for a further 24 months.

SoBold Founder and Managing Director Will Newland, commented:

“We are absolutely delighted to work with Transport for London. This gives SoBold the opportunity to work with a large, well known, corporation and we have no doubt we can play a big part in ensuring Transport for London’s customers can feel safe and confident when sharing information about themselves on the TfL website. This further strengthens SoBold’s position as a leading player in the Cookie Consent Management space.”

SoBold Lead Developer Sam Phillips, commented:

“This is a fantastic opportunity for SoBold to showcase our experience in the delivery of bespoke Cookie Consent Management solutions across a portfolio of websites with millions of visitors per month. The contract with TfL cements our position as a leading CookieBot reseller in the United Kingdom.”

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Penetration testing, often abbreviated as pen testing, is an essential process to ensure you maintain a safe and secure website. But what exactly does pen testing involve, and how can you rest assured your agency partner is covering all potential vulnerabilities for you? 

This article will provide a detailed guide to penetration testing, helping you minimise your security risks and ensure your website is fully protected. 

In a recent series of articles published in our resource library, we provided an in-depth explanation of the end-to-end process of building a high-performance, enterprise-grade website. (If you’d like to read that series first before learning about pen testing, you can start here). 

After you’ve worked with your agency partner to successfully build your website, you’ll also need to ensure your site is protected from cyber security threats.  With that in mind, you should understand the important role that pen testing plays in effective website security and maintenance. 

What is Penetration Testing? 

Penetration testing is a form of website testing that’s used to identify security vulnerabilities When conducting pen testing on your site, your agency will simulate a range of cyber attacks that could be used by cyber criminals or malicious software (malware). 

The purpose of this is to identify security weaknesses within your site and take action to prevent them from being exploited in the real world. This approach goes beyond basic tests, as it doesn’t just list the vulnerabilities, it examines how they could be exploited and helps to prevent that from happening. 

Why is it Crucial for an Agency to Conduct Penetration Testing? 

Website security is critical in today’s digital business landscape. Cyber security threats have become highly intelligent and sophisticated, now capable of penetrating even the strongest security networks. 

For instance, global technology giant Acer was the victim of a cyber security attack that demanded a ransom of $50 million USD in recent years. 

The outcomes of a cyber attack on your website could be catastrophic, either through sensitive data being stolen, lengthy losses of business continuity, or even reputational damage. 

Remember, your site’s security isn’t just vital to you as a business, it’s also something your clients need assurance with when they agree to work with you. You should be taking as many proactive steps as possible to ensure your security measures are rigorous enough to match high levels of risk. 

Covering All Bases for Robust Security (in WordPress)

It’s useful to be conscious of the common security weaknesses and pitfalls cyber criminals typically aim to take advantage of. 

Security vulnerabilities can be created when your website is running on outdated versions of your platform, or if something hasn’t been configured or integrated properly. Other common pitfalls include weak authentication measures and insufficient protection from the perspective of your users. 

With platforms like WordPress, there are some areas in which less experienced agencies could allow security vulnerabilities to creep in as well. For instance: 

• Auto-updates – When your platform’s software is automatically updated, changes in the code can cause new security weaknesses to arise. 
• Plugins – Using WordPress plugins from untrustworthy sources, or neglecting to update and maintain your plugins properly, can also cause security issues. 

This is one of many reasons why it’s important to work with an experienced agency partner who has proven platform-specific knowledge and expertise. Your agency should know your CMS of choice inside out, and should therefore be well aware of all the most common security pitfalls and targets for cyber attacks. 

What Does Effective Penetration Testing Involve? 

To conduct pen testing, your agency’s security experts will run through a process that attempts to penetrate your site’s security measures. 

This is usually done in stages, as follows: 

1 – Planning and Preparation

1. Review the results and analysis of any previous tests (if there are any)
2. Define the scope of the testing, including which tests will be performed
3. Gather all necessary data and information on the system to conduct the testing
4. Determine the criteria of success or failure for the tests.

2 – Running the Tests 

1. Use automated tools to scan for vulnerabilities and identify weaknesses 
2. Attempt to exploit the identified weaknesses 
3. Repeat the tests with different types of user roles and permissions
4. Measure the outcomes against criteria for success or failure 
5. Create a report on the outcomes and results of the tests. 

3 – Post-Testing 

1. Review the reports and analyse the results 
2. Remediate and resolve the vulnerabilities that were able to be exploited
3. Re-test the vulnerabilities to ensure remediation was successful.

The Benefits of Thorough Penetration Testing

Working with an agency partner who can support you with ongoing pen testing is a necessary step towards gaining enterprise-grade security for your website.

Technology changes so quickly today. Your platform receives updates regularly, your site is always growing, and cyber criminals are constantly finding new ways to breach your defences and gain access to your data. Penetration testing allows you to keep the pace with new emerging vulnerabilities. 

Conducting regular pen testing can also help improve client relationships and create competitive advantages as well. In certain industries, a demonstrable commitment to security will be greatly appreciated by your target audience. This can help to differentiate you from the competition and provide the trust required to attract more prospective clients to work with you.

Website Security is a Never-Ending Battle 

While every business with a website faces tremendous security risks today, this is a proven process that can help to minimise that risk and give you the confidence you need in your site’s security.

Any agency partner you work with should have the knowledge and expertise to understand the importance of pen testing, and should insist on making this an integral, ongoing part of your site’s maintenance. 

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