Evaluating and selecting the best option for a bespoke web development project is an important decision, with a lot riding on it. But with so many technology providers, platforms, and agency partners out there today, that decision can be overwhelming.
In this article, we’ll guide you through this evaluation process, explore the options available, and help you choose the right technology platform for your own web development project.
We all know that a large business or enterprise relies on technology to function. With dozens of sites across different countries, hundreds of employees, and thousands of customers, technology is the heartbeat of your organisation.
You need sophisticated technology to facilitate mission-critical digital assets like your website, mobile applications, staff portals, communications channels, and various other systems. Many businesses also leverage technology to facilitate processes or capabilities that are entirely unique to the organisation, like internal training platforms or bespoke tools for certain departments.
With that in mind, it’s important to find a platform that can meet your specific requirements and enable you to accomplish your strategic objectives.
Modern enterprise systems need to be dynamic, scalable, and intuitive, and achieving that involves some complexity behind the scenes. For that reason, it’s often necessary to take the route of a bespoke development project to ensure your business gains exactly what it needs in terms of both functionality and capability.
A content management system (CMS) is the most common technology platform for businesses to deliver these projects, with almost two thirds (63%) of all sites on the Internet powered by a CMS today. This is a type of software used to build websites and similar systems, allowing you to easily create, edit, and publish digital content across a range of online channels and devices. But determining the best CMS, let alone choosing the right one for your own bespoke development project, can be a daunting challenge.
So, let’s explore the situations in which it’s wise to adopt a CMS to deliver a development project. We’ll then walk you through the next steps, giving you the confidence to make the best decisions for your business along the way.
Enterprise Challenges with Technology
There are plenty of situations in which a marketing team might be struggling to identify the right technology platform for a project like this.
Perhaps you need to find a way to deliver something very niche, like building a new website or internal system from scratch. Maybe your project requires you to build a website on a new platform, and that platform needs to integrate with your internal systems like Salesforce, HubSpot, PowerBi, and other back-end applications.
Or, you may be trying to solve a challenge, like finding a suitable way to replace your current legacy systems. If, for example, your current website is built on a CMS like Drupal, and it’s no longer capable of meeting your requirements, you’ll need to find a new platform and migrate everything over.
A CMS is an ideal solution in each of these scenarios, and many others. Of course, with such a vast technology landscape to navigate, finding the right CMS is no easy task. It’s even difficult to know where to begin for most enterprise marketers.
So, let’s take a look at how you can approach this evaluation process in a cost-effective, efficient way.
How to Approach an Enterprise Web Development Project
Firstly, as an aside, it’s important to regularly review and reassess whether your CMS is fit for purpose, even if you don’t have an immediate requirement for something new.
Modern technology is advancing so rapidly. With that, your users’ expectations – both employees and customers – are evolving as well. You need to keep up with the pace of change and ensure your technology can still meet the current demands it faces from those users.
Back to the task at hand, though. Before you begin looking into different CMS, you should try to define exactly what it is you need from them.
Whether you’re building a bespoke website or migrating an existing site to a new platform, make sure you know exactly what you want to achieve by doing so.
Start by asking questions like:
- What’s the purpose of your project?
- What objectives do you want to achieve?
- What exactly are you looking to build?
- How much budget do you have to spend?
- What existing technology do you need to integrate with?
- What features and functionality do you need?
- What skills and expertise do you have in-house?
Make sure you have a very specific brief and clear set of requirements to take to whichever solution providers and agencies you’ll be speaking to. If you don’t, you’ll struggle to fully understand whether the platforms you’re evaluating can actually deliver what you need.
Once you’ve got that, you can decide which approach is the best for your project. This could be:
- Stick with your existing platform and update or build on to it
- Buy a custom, purpose-built, ‘out the box’ platform or piece of software
- Work with an agency to adopt a new platform and/or build something bespoke.
It’s worth noting that most web development projects for large businesses will have complex requirements that are almost impossible to achieve without strategic guidance and ongoing support from an experienced partner. An agency partner will work closely with you to understand your strategic objectives and requirements, then provide you with platform-specific skills, tools, and expertise to achieve those. We’ll look at this in more detail later in the article.
Defining Your Requirements
As mentioned above, it’s important to have a specific set of objectives for your project and know what requirements are necessary to achieve those. These will also ensure the partner or agency you work with understands your brief and is able to deliver the exact finished product you’re looking for.
When scoping this out, there are some common capabilities and qualities most enterprise-grade platforms should have in order to meet expectations. Here are some things you should ensure your new platform – and the agency you work with, if you decide to go that route – can provide for your business:
- Bespoke development
- Customisable design, features, and functionality
- Migration from legacy systems to a new platform
- Seamless scalability
- A secure infrastructure
- Performance in peak traffic volumes
- Integration with back-end systems like Salesforce, HubSpot, PowerBi, and more
- Ease-of-use in both the front and back-end
- Quick and easy editing capabilities
- Multi-site development for multiple languages across different countries
- Responsive or ‘headless’ design for web and mobile, enabling omni-channel customer experience.
Your Options for Enterprise CMS
Drupal
Drupal is popular among enterprises because it’s a highly secure platform. It’s also great if your team contains technical resources with good coding ability, as it’s very intuitive for people that have more advanced content management skills.
On the other hand, Drupal can be very difficult to get up and running, and is lacking in terms of simplicity. Because of this, your agency costs will also likely be higher than with other CMSs if you take that route.
Even if you do have that technical skill in your team, however, the platform itself is somewhat limited with customisation. It’s also worth noting that the version of Drupal most businesses currently use (Drupal 7) is soon reaching end-of-life. This has caused many Drupal users to migrate their existing sites to new, more intuitive platforms, such as WordPress.
Sitecore
Sitecore is a robust CMS that provides more capabilities than the average platform. It’s popular because it actually offers a fully-managed ‘digital experience platform’ that delivers most of the qualities mentioned in the previous section.
Sitecore comes with a good level of personalisation and is well suited for bespoke development projects. However, it’s an expensive system, requiring the procurement of licenses to begin using it. It also restricts certain capabilities unless you progress to higher tiers (and costs) of your licenses.
From a practical perspective, Sitecore operates on quite hierarchical, complex workflows, which may not suit more agile or smaller teams.
Umbraco
The scalability of Umbraco is great for large organisations, as it allows you to manage a high volume of pages and build out your website to meet the changing needs of your business.
Similar to Drupal, Umbraco is mostly suitable for users with more advanced content management skills and some development experience. This makes it difficult to use for the average marketing team, which increases the likelihood of higher costs, either through more expensive agency projects or even the need to hire someone in-house.
WordPress
WordPress is the platform that powers almost 45% of the world’s websites. It’s so popular because it’s affordable, flexible, dynamic, and very easy to use.
There is a common misconception that WordPress isn’t robust or scalable enough for large businesses. However, this continues to be proven as a myth, as some of the biggest brands in the world are now using WordPress for their CMS, from Nike to Bloomberg.
We’ll provide a detailed breakdown of the benefits and advantages WordPress offers in the next section.
Which is the Best Option?
It’s important to remember every web development project will be different, and each of these platforms are good options in their own way. That’s why you should make your decision based on the solution that best aligns with your objectives, requirements, budget, and other factors.
One common point related to all these platforms that’s worth noting is that each of them are exponentially easier to use, and will deliver far greater return on investment (ROI), if you have the support of an experienced specialist partner to guide you. An agency with platform-specific skills and expertise will ensure your business gains the maximum value from the platform you select, and help you leverage it strategically to harness its full potential.
Business Benefits and Opportunities with WordPress
Using WordPress is an excellent option for any business. For large organisations in particular, there are a number of qualities that make it particularly beneficial.
Scalability and Agility
The WordPress platform is highly scalable. This means that the size and complexity of your website, and the amount of traffic passing through it, won’t be a concern. WordPress can also grow with your business and easily adapt to continue meeting your changing needs. Scalability is one of WordPress’s most prominent advantages for enterprises.
Low TCO and Strong ROI
Of all the options listed above, WordPress comes with the lowest total cost of ownership (TCO). Unlike most platforms, you won’t need to bolt on new features or capabilities with WordPress, nor will you have to worry about costly extra work to manage platform upgrades or updates. Additionally, because WordPress is so flexible and rich with dynamic features and capabilities, it’s proven to deliver strong ROI.
Flexibility and Customisation
WordPress is ideal for a bespoke development project because it’s highly customisable. You can use its flexibility to build bespoke features and functionality into your website or create an entirely unique system.
Fast Time-to-Market
Because of its great usability and simplicity, WordPress allows for a very fast time-to-market, meaning you can deliver your project quickly and efficiently. However, it should be noted that most businesses will need the support of a skilled agency to be able to achieve that.
Integration
WordPress is very easy to integrate with other systems, such as HubSpot, Salesforce, and others. This means your business will experience minimal disruption due to integration, whether migrating to WordPress or starting a new development project from scratch.
Usability
In the back-end, WordPress is renowned for its usability. As a CMS, it’s extremely easy to use, meaning you can get up-to-speed quickly and share responsibilities across more members of your team.
Performance
The performance, speed, and ease-of-use with WordPress are all enterprise-grade when building websites on the platform. This means user adoption and retention will be high, ensuring the success of your project and driving greater ROI.
Long-Term Value
When working with WordPress, you’ll also gain advantages that will deliver added value to your business, especially if you have the support of a specialist partner who can help you unlock the full power of the technology.
The project doesn’t stop with the initial implementation of WordPress, either. As your requirements change, or your project evolves, WordPress is the best platform to adapt with you and deliver value to your business in the long-term.
Why WordPress is the Future of the Enterprise
WordPress is the most popular and widely used CMSs in the world today. And that popularity has been consistently spreading into the enterprise market over the past decade or so.
This is no coincidence, either. It’s unsurprising to see how quickly WordPress is growing in popularity, as more and more businesses realise the vast potential of the platform and the benefits it can deliver.
When taking into account its unprecedented scalability, flexibility, and usability, not to mention its low TCO, WordPress is one of the leading options for bespoke web development projects for large organisations.
When it comes to evaluating the options for your own project, remember to carefully consider how each platform aligns with your requirements and objectives. Once you’ve identified the CMS that is most suitable to deliver what you’re looking for, consider the value that could be added to your project by working with an agency partner who specialises in that technology.
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- Your brand
- Your company values
- Your colour scheme
- Your typography
- Imagery and other visual content
- Structuring of pages
- And other visual components that are used to tell your brand’s story across your website’s design.
- 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.
- 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.
- 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.
UI Design
18 April, 2023
What is Visual Exploration in the Process of Web Design?
When a visitor lands on your website, the visual design is likely to be the first thing they’ll notice. It’s also usually the thing they’ll remember most.
75% of consumers reportedly judge a business’s credibility based on its website design. This first impression can make or break a prospective client’s interest in working with you.
The ultimate goal of your website is to attract and retain as many prospects as possible, and then convert them into clients. But most websites are designed in a way that leaves those goals unfulfilled, failing to reach their full potential.
With that in mind, your visual identity should be treated as a top priority within the overall design of your website. Believe it or not, this can have a significant influence on the growth and success of your business.
When working on a web design project, you should always go through a careful visual exploration phase to find the right visual identity for your website.
Whether you’re going through a full company rebrand or just refreshing the style of your website, it’s important to ensure your design is tailored to your specific target audience. This is how you begin to drive business growth through your website.
Without a visual exploration process, your website may not convey your company’s brand identity and values as clearly as you’d like it to.
In this article, we’ll outline the steps taken so you’ll know what to expect when working on a website design project.
What Does the Process Involve?
The purpose of this process is to define the best visual direction to take with your site.
This is a crucial aspect of your overall design, with aesthetic elements being brought together to create a look and feel that engages your site’s visitors and retains their attention. To achieve that, your visual design needs to establish a connection between your audience and your brand immediately. It should also demonstrate why your visitors should work with you.
Exploring your visual identity will cover a wide range of elements, including:
What are Mood Boards and How Can You Use them?

The main tool used to help determine the right visual identity is a set of mood boards.
These are a visual compilation of all the various elements that make up your website’s visual design. Each mood board is essentially just a single-page collage of design styles based on previous discussions and the findings from the research and planning phase of the process.
The aim of these is to capture your brand’s visual style and tone. This will give the stakeholders, and your designers, a shared understanding of the design you’re working towards.
Mood-boarding helps you visualise the work on your website’s design before it begins and agree on a design aesthetic that accurately reflects your brand identity and values.
Think of this like a problem-solving exercise. Your design agency will take a research and data-driven approach to conveying your brand identity, while also catering to your target audience and accommodating the latest industry trends.
Collaboration and Iteration
Like most processes within web design and development, this visual exploration process should be collaborative and iterative.
You’ll typically be presented with a mood board and a set of ideas by your agency partner, then given the chance to provide feedback across several rounds of revisions.
Rounds and revisions are always important in any creative process. It’s usually necessary for your agency to develop and present a minimum of three mood boards before the optimum aesthetic is agreed upon. This is a crucial step towards the ultimate goal of creating a new website that accurately reflects your brand and has a positive impact on your target audience.
Connecting with Your Clients Through Design
Your website’s visual identity is what makes your brand resonate with your target audience. Your design needs to clearly convey the values of your business, the quality of your products and services, and the reason why your visitors would benefit from working with you.
Working through this visual exploration phase is an important step towards designing a website that will attract more visitors and increase your conversions.
Once this visual exploration is complete, the next phase of your web design process will be to craft your website’s user experience (UX).
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Industry News
14 January, 2025
Five Things We Learned at Brighton SEO
Back in early October, SoBold made our debut visit to Brighton SEO. Since then, we’ve been busy putting the invaluable lessons from the event’s talented speakers into action, all while navigating Google’s November and December Core Updates. Now the dust has (hopefully) settled on the update-front, and the with next iteration of Brighton SEO still a few months away, we’ve taken the opportunity to reflect on our key takeaways and their impact on our approach.
A functional relationship with your development team is critical for SEO success
During Brighton SEO, a recurring theme across different talks was the challenges SEOs face when working with development teams, particularly those that operate in silos. Whether in-house or outsourced to separate agencies, a lack of communication, deprioritised SEO tickets, and limited understanding of SEO best practices often lead to delays, errors, and missed opportunities. Many speakers and attendees expressed frustration at the need for excessive hand-holding to ensure even basic tasks were actioned correctly.
At SoBold, we avoid these risks with a collaborative effort between our development and SEO teams. As a WordPress-first agency, our integrated approach ensures SEO tickets are prioritised appropriately, and implemented to the highest standard. By removing barriers between teams, we’re more efficient and deliver results that drive SEO success.
Don’t discount the basics
It sounds very simple, but one of the biggest takeaways from Brighton SEO was how critical the fundamentals remain to SEO success. Numerous case studies and real-world examples shared by speakers reinforced that many websites fail to rank well simply because they lack a strong foundation. While advanced techniques and tools may sound exciting, the potential is often wasted on websites that haven’t addressed core issues.
Speakers emphasised that getting the basics right still yields some of the highest returns. Core Web Vitals, metadata optimisation, fixing 4xx and 3xx errors, a clear site hierarchy and URL structure, proper indexation, robots.txt configurations and ensuring basic analytics are in place all play a pivotal role. These essentials are often the difference between stagnation and significant ranking improvements. Ensure your fundamentals are sound before turning to more advanced methods and strategies.
AI can be a game-changer for audits, but nothing beats human written content
AI has been the buzzword of the industry in the past two years. Incorporating AI into everyday tasks to maximise efficiency was a key theme at Brighton SEO, specifically the use of AI to streamline time consuming tasks like audits and data analysis.
Audits are central to developing an SEO strategy and crafting roadmaps, and leveraging different AI and machine learning strategies to research, collate, and organise relevant data was a hot topic at the conference, with lots of very knowledgeable people offering extremely useful and actionable insights into how existing workflows can be enhanced through AI.
By leveraging AI tools and machine learning, SEOs can quickly identify technical errors, gather keyword insights and generate comprehensive reports, freeing up more time for the higher-impact strategic work. Speakers showcased actionable ways to integrate AI into workflows, potentially revolutionising the process of audits, roadmaps, and reporting.
However, there are clear limits to the use of AI. While it excels behind the scenes, it falls short when it comes to creating authentic, engaging content. Google’s guidelines, a number of algorithm updates, and leading voices within the SEO community on social media continue to emphasise that nothing beats human-written content based on real expertise and experience. The message was clear: AI can enhance efficiency, but content that resonates with users, builds trust and meets the intent of the searcher must remain in the hands of skilled human writers.
Google’s AI snippets are traffic thieves
Generative AI has been a hot topic across numerous industries since the launch of ChatGPT 3.5 in November 2022, especially in SEO. Google has released numerous updates (to mixed responses) to combat the large influx of AI generated content and the ability for anyone to churn out masses of content on subjects outside their areas of expertise.
There’s no doubt the rise of AI sent internal shockwaves at Google, who had to quickly innovate to withhold a potential threat to their dominance. As a consequence, they released the Google Generative AI Snippets, which generates AI answers at the top of the search results for a range of queries, based on information it’s gleaned from the top ranking pages for said query.
While the concept may seem beneficial to users, the reality is stark for website owners and their SEOs: visibility is drastically reduced. Data presented at Brighton SEO revealed that URLs in Position 1 under these snippets suffered traffic drops of 70%.
Many SEOs and site owners argue this practice borders on theft, as Google repurposes content with minimal credit or incentive for users to click through, and wouldn’t be able to surface any of this content without the websites creating it in the first place. This controversy isn’t going away anytime soon, and SEOs will need to strategise carefully to adapt to this new reality.
Test, test, and test again
Many of the talks were very insightful, offering new methods and solutions for a range of tasks. But each website is different, and what may have a profound impact on one website may not do the same on another.
There are very little one size fits all in SEO, and our testing of the new methods and techniques detailed at Brighton SEO has shown just that. We can take the direct learnings from these talks and apply them literally with minimal change, but with benchmarking the initial metrics, examining the difference once recommendations are applied, and tweaking these with our own insights, we can maximise the impact.
Whilst the wealth of talent and expertise of the speakers at Brighton SEO was at a very high standard, SEOs shouldn’t rest on the laurels and only go as far as these talks suggest, but leverage their own expertise and knowledge, pairing it with the expertise from these conferences to get the best results. Building upon some of the strategies outlined at Brighton SEO and putting our own SoBold-spin on these is already bearing fruit, and testing is at the heart of this.
Final Thoughts
From the importance of solid fundamentals to embracing AI’s potential while recognising its limitations, these takeaways are invaluable for SEOs and developers alike. By testing, adapting, and collaborating, we can turn these learnings into impactful strategies allowing us to navigate the uncertainty of Google Updates, as we look ahead to the next conference in April.
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Digital Business
7 November, 2022
The Top Five Benefits of WordPress for Large Businesses
If you’re responsible for marketing, you’ll be well aware of the importance of a great content management system (CMS) for digital products like your website, mobile apps, staff portals, and so on. You may even need to create bespoke digital processes or systems unique to your business, such as internal training platforms or communications channels.
WordPress is the most popular CMS available today, powering almost 45% of the world’s websites. That popularity is on the rise, too, as more and more businesses realise the vast potential of the platform and the benefits it can deliver.
However, there’s still a misconception that WordPress isn’t suitable for large businesses. That’s no more than a myth, though. In fact, some of the biggest companies in the world use WordPress for their CMS.
But what are the specific reasons why that popularity has spread into the enterprise market over the past decade or so? To answer that question, let’s take a detailed look at the benefits and advantages WordPress offers large businesses:
1 – Scalability and Agility
WordPress is famous for its high level of scalability. However large your company, or the size and complexity of your site – as well as the amount of traffic passing through it – WordPress won’t have any problem managing that load.
Scalability is one of its most prominent advantages for large businesses, because it’s also agile enough to easily evolve and grow alongside your changing requirements.
The platform is more robust than most realise as well, with enterprise-grade performance and speed. This great performance also means user adoption and retention will always be high, helping you drive strong return on investment (ROI) on all the digital products you build.
2 – Flexibility and Customisation
WordPress is equally renowned for its flexibility and customisation, which are particularly useful for complex or bespoke development projects. You can use its flexibility to build bespoke features and functionality into your website or create an entirely unique system from scratch.
In large organisations where company-specific processes and workflows are common within your sites, this makes WordPress a highly beneficial option.
3 – Fast Time-to-Market
Thanks to its simplicity and intuitive usability, WordPress is a very efficient platform to build with. That gives you the advantage of delivering development projects with a very fast time-to-market. This is a significant benefit of any CMS, as it helps you save time, reduce costs, and provides more opportunity to test, iterate, and innovate.
4 – Integration
WordPress is very easy to integrate with other systems. Because most large enterprises have a lot of legacy technology to consider when implementing new systems, this is a huge benefit WordPress has over more cumbersome CMSs.
WordPress also integrates very well with back-end systems that are vital to your daily operations, such as HubSpot, Salesforce, PowerBi, and so on. This minimises disruption to your business while integrating WordPress into your existing tech stack.
5 – Low TCO and Strong ROI
WordPress comes with a very low total cost of ownership (TCO) when compared to other options. Unlike most CMSs, you won’t need to invest heavily in adding new features or capabilities, and you won’t need to worry about expensive extra work to manage upgrades or updates from the platform.
Because WordPress is so agile and rich with dynamic capabilities and features, it’s also proven to deliver strong ROI in both the short and long-term.
From a long-term value perspective, your initial projects won’t just stop at initial implementation, either. As your project or requirements evolve and your business grows, WordPress can seamlessly adapt and grow with you.
Other Points to Consider
It’s important to remember that every business, and every project, is different. While the benefits listed here do make WordPress an excellent CMS, you should still carefully evaluate how well it aligns with your specific objectives, requirements, budget, and other needs.
It’s also important to understand that most businesses will need the support of an agency with platform-specific skills and expertise to help you leverage a CMS to its full potential. As is the case with all platforms, it will be vastly easier to achieve your objectives and gain greater ROI, if you have the support of an experienced specialist partner to guide you.
If you’d like to learn more about WordPress, or need help deciding whether it’s a suitable option for your own requirements, we have a comprehensive guide to evaluating and selecting the enterprise options for a CMS here.
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Latest from agency
3 February, 2023
What a Successful Bespoke Development Project Should Look Like for Financial Services Businesses
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:
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:
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:
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.
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26 May, 2023
Contentful vs WordPress: Which Platform is the Best Choice for You?
Deciding between two content management systems (CMS) is no easy task. Your CMS is an important long-term investment, so you must ensure you choose a platform that will meet all your requirements, both now and in future.
If you’re currently weighing up the pros and cons between Contentful and WordPress, there are some key differences between the two platforms that you should be aware of.
To make this evaluation process easier for you, and help you pick the best option for your business, this article provides a direct, objective comparison between these platforms.
Platform Overviews
Different types of software will provide you with different capabilities and limitations. The Contentful and WordPress platforms can both deliver quality enterprise-grade websites, but they each take a slightly different approach.
Contentful
Contentful is a cloud-based “headless” CMS. Being headless means that the back-end of the platform you use to publish, edit, and manage content is not directly connected to the front-end of your live website.
Your content is managed and stored in one central hub, hosted within the cloud, and this is the back-end of your platform (also known as the “body”). APIs are then used to take your content from the back-end and present it in website form.
A headless CMS gives you a high level of flexibility and customisation with your website’s front-end. These same APIs allow you to publish your content in different formats in different channels as well, facilitating a multi-channel approach to marketing.
This makes Contentful a flexible platform that can meet a range of different content requirements, but it is admittedly more complicated than the traditional approach to website management.
WordPress
WordPress is a traditional CMS that provides a more straightforward approach to managing your website. You can use WordPress to build sophisticated, dynamic sites with a simple, user-friendly set of tools.
While most businesses use WordPress in the traditional way, the platform can be leveraged with a headless approach as well, allowing it to match the scalability and multi-channel capabilities of solutions like Contentful.
WordPress gives you the flexibility to choose how you’d like to develop your website, based on the complexity and size of the project, and the objectives you’re trying to achieve. In the likely case that you’re working with a web design and development agency, that can all be handled for you by your partner.
The Scalability of Each Platform
Your business will grow and evolve over time, so you need a platform that can quickly and easily scale up with new features and functionality. You also need to ensure the platform can handle high volumes of traffic and maintain performance as your audience grows. That’s why scalability is one of the most important aspects to consider when choosing a CMS.
How Scalable is Contentful?
One of the main benefits of a headless CMS is that the infrastructure allows you to grow your digital presence rapidly, on a large scale.
The back-end offers easy customisation, and the cloud-based nature of the platform allows you to scale up dynamically whenever you need to.
Its multi-channel capabilities also inherently promote the idea of developing your content in different formats at a larger scale, while always maintaining consistency. This enables you to produce individual pieces of content once and easily repurpose them across different channels a number of times, saving valuable time and resources.
This can all be done without any concerns over technical issues like server capacity or network bandwidth, because the platform is delivered in a software-as-a-service (SaaS) model.
How Scalable is WordPress?
WordPress is a highly scalable platform in its own right, currently used to power the websites of some of the largest and most successful businesses in the world.
The platform is agile and scalable enough to grow seamlessly alongside your business and adapt to your changing requirements, whichever way you decide to use it.
As mentioned earlier, taking the headless approach with WordPress can provide the same enhanced scalability and pervasive multi-channel capabilities as Contentful, if you require those aspects from your CMS. This can also deliver benefits with speed of development and time-to-market, saving you valuable costs with your agency partner.
Expanding your WordPress site with the more traditional approach is made even easier than most other CMSs as well, thanks to the platform’s unique block-based editor. This is a method of building websites that provides great benefits in the areas of flexibility, efficiency, and ease-of-use.
WordPress also allows you to continually enhance your site with new features and functionality through bespoke development, with almost no limitations on what can be achieved.
Ease-of-Use
Like all technology, some tools are more approachable for the majority of users, while others will require some existing skills. This makes ease-of-use a key part of your criteria when selecting a platform to manage your website. You’ll be using it almost every day, after all, so you need to be comfortable with it.
How Easy is Contentful to Use?
While Contentful being solely a headless CMS does have its advantages, such as scalability and customisation, this approach also creates some challenges for the average user.
For example, adding content to Contentful can be difficult because it doesn’t provide you with a way to preview how your content will look in the front-end of the website.
Contentful doesn’t have a simple editing interface on the front-end, so there’s a much higher risk of error with this platform than with most others.
Granted, Contentful’s user interface (UI) is well structured and intuitive, but it’s also known for being more difficult for non-technical users than platforms like WordPress.
Handling the API rules is also complicated without the help of an experienced web development team. If you’re working with an agency, you may end up calling on them regularly for tasks that you could likely handle yourself in other CMSs.
How Easy is WordPress to Use?
Conversely, WordPress is renowned for its simplicity and ease-of-use. Even if you don’t have any existing knowledge of coding or content management, WordPress is very approachable and easy to learn.
When you first get started with WordPress, virtually everything you need to set up and manage your website will be readily available within the platform.
Publishing, managing, and editing in WordPress are all quick and convenient, thanks to an intuitive back-end that provides you with everything you need to build out a content-rich website.
Thanks to this ease-of-use, most of the people within your team will be able to use WordPress, allowing you to share the responsibility of the daily management and running of your site.
It is worth noting that taking a headless approach with WordPress does also require experienced web developers to be able to manage the platform though.
Security
Security should always be a top priority with any software you introduce into your business. If you’re considering a CMS that seems like it could be unable to provide the enterprise-grade security you need, it’s wise to continue looking for more reliable alternatives.
How Secure is Contentful?
As a cloud-based SaaS product, Contentful comes with useful in-built security features, including HTTPS data encryption, role-based access controls, and multi-factor authentication.
Headless CMSs also take a different approach to security compared to traditional platforms like WordPress. Its use of APIs allows you to control access to your content through a token-based authentication system, and it uses industry-standard encryption and secure storage measures to protect your data. With that in mind, Contentful should be seen as a very secure and robust platform.
How Secure is WordPress?
WordPress is a secure, platform. To find proof of this, you only need to look as far as the wealth of global enterprise businesses that have chosen WordPress as their CMS.
As with any software, though, there will always be vulnerabilities or potential risks that can arise in certain scenarios. For example, WordPress regularly releases updates to its software, and failing to test your platform upon these releases could lead to bugs or security issues creeping in. Similarly, certain plugins can create security problems if taken from the wrong sources or left untested for too long.
Finding an experienced agency partner you can depend on is usually a wise move to reinforce the security of your website. That partner will also be able to support you with important related services like hosting, maintenance, and ongoing optimisation.
Cost and TCO
Your CMS also needs to deliver good value for money and a low total cost of ownership (TCO).
To understand your long-term TCO, you’ll need to take into account things like license fees, hosting costs, maintenance, bespoke development with your agency, and more.
Contentful’s Initial Costs and Ongoing Investment
Contentful has basic and premium pricing plans for businesses, although you can use the platform for free to see if it’s a good fit first.
The basic plan starts at around £250 per month and supports up to twenty users, so it’s only suitable for small businesses. The premium plan is priced based on the resources you’ll use, such as number of users, API requests, and storage. You can usually expect this to start at around £450 per month.
However, as mentioned earlier, most businesses will require a lot of support from an agency to get the platform set up in both the back-end and front-end. You’ll likely need ongoing work from an agency to ensure you can use the platform to its full potential as well, which won’t come cheap.
All these things tend to add up to a high TCO over time, making Contentful less cost-efficient than some of the other CMSs around today.
WordPress’s Low TCO
WordPress is one of those solutions that is far more cost-efficient than Contentful, with a much more reasonable TCO.
Its software is open-source and the platform free to use. This means your initial costs are limited to just hosting, agency fees, and any other support you may need once your site is live. Plugins and extensions of the platform are licensed and paid for separately.
As WordPress is such an intuitive and easy-to-use platform, it’s also affordable to run it and manage it, even if you do use an agency to handle that for you. This includes any bespoke development or customisation requirements you may have, which experienced agencies can often deliver with a very fast time-to-market as well.
Which Platform is Right for You?
Both these CMSs will enable you to build sophisticated, high-performance websites that will support your business goals and allow you to gain an edge over your competition.
As you’ve seen throughout this comparison article, they each have their strengths and weaknesses, as do all the other CMSs available today. That means you need to base your decision on which one is the best fit for your specific business.
For example, a headless CMS, whether that’s Contentful or WordPress, may be too complex in many cases. But if you’re looking to execute a holistic multi-channel marketing strategy, it might be the right choice for you.
In the early stages of your evaluation process, it’s crucial to carefully consider your own unique requirements, objectives, budget, resources, agency relationships, and various other factors.
In order to make the right decision between two CMSs, you need to understand which one will be more suitable to deliver on your needs and expectations, both in the immediate term and for years to come.
Still not convinced? Discover five key benefits of WordPress’s industry-leading scalability in our related article here.