Usability is crucial to the success of any website, but it’s something that most businesses are still struggling to get right. This article explores what’s required to design a website with good usability, highlights common mistakes you should aim to avoid, and provides advice to help you improve the usability of your own site.
Digital Business Success Depends on Good Usability
Almost every business today has a website. At this stage, it’s safe to assume your business falls into that category. In addition, you may have gone beyond an ordinary website and carried out a bespoke development project to create something entirely unique for your business.
In today’s digital business landscape, having a great website is a necessity. And while developing a business website is no easy task in itself, it’s a challenge you’ve almost certainly already worked through. However, a challenge that you may still struggle with – like many other businesses we’ve spoken to recently – is mastering the usability of your site.
Providing a user experience (UX) in line with the standards of today, that meets the demands and expectations of your target audience, is a complex problem that may be holding your business back from achieving certain goals.
Of course, a complex problem is best solved by breaking it down into simple steps. So, let’s start by looking at the issue of usability, and why it’s so important to businesses today.
What is Usability?
According to ISO-9241, usability is defined as “the extent to which a system, product, or service can be used by specified users to achieve specified goals with effectiveness, efficiency, and satisfaction in a specified context of use.”
In this case, the product in question will usually be a website. And, while user-centric design is an approach to creating a website that’s easy-to-use, usability is the measurement of how well that design has worked.
Essentially, usability is about making the experience of using your website as convenient, simple, and reliable as possible for all your visitors. This is equally important for all kinds of users, whether they’re prospects you’re hoping to convert to customers, or employees accessing an internal process or system.
In a real-life example, if your business had built an internal site for your employees to access corporate resources and training material, usability would be determined by how easy – or difficult – it is to perform basic tasks. This includes actions like logging in, navigating the site across various pages, consuming the site’s content, inputting information into the system, and resolving errors quickly and efficiently.
We each have experiences with usability hundreds of times every day, as we access websites and apps like LinkedIn, Amazon, Gmail, and so on. But there lies the key
Good usability on a website is something you don’t even notice. Bad usability on a website is something you notice, and will remember the next time you have the option of returning to that site or looking for a better experience elsewhere.
Usability can often be the difference between users adopting or rejecting technology. It could be the difference between your website’s visitors bouncing off the home page or converting to become customers.
Common Mistakes with User Experience (UX)
One of the most common, and damaging, mistakes businesses make is assuming they know how their users will think, behave, and interact with their website.
It’s always a risk to assume your users will respond well to decisions you make because you feel they’ll make things easier for you, from the development or management side of things. You should also try to avoid assuming users will understand certain things just because you do.
Often, the opposite is the case.
For example, certain structure and functionality of website menus may be something you assume your users are comfortable with, but are actually difficult for some people to use. You may assume that your users are happy using a website that has pages that infinitely scroll, when in reality that causes a negative experience for them.
A common mistake we see lots of businesses make is deciding what kind of design and functionality they want, without considering who the target audience is and what they need from their experience.
Remember your users are the ones who will determine the success or failure of your investment in this site, so their perspective is the one that should be taken when making important decisions during the design and development.
By making those assumptions, not only will you provide your users with a more inconvenient or frustrating experience, but you may also drive them to find alternative means of completing their task at hand. If that task is purchasing a product or service, poor usability could begin to have a negative impact on your business.
What Do Users Want in 2023?
People expect a seamless experience when using technology, meaning they want websites to be simple, quick, and convenient.
This involves a lot of components, not just in your design and navigation, but also by finding the right balance with things like passwords, pop-up messages, audio and visual content, push notifications, and more.
Typically, a positive user experience will come from:
- Simple, intuitive navigation
- Clear, logical page and content structure
- Large text that’s easy to read
- Clear input boxes
- Helpful error messages
- Simple password requirements
- Large buttons and clickable icons
- Easy undo, edit, and cancel capabilities
- Reliable refresh and back buttons
- Refresh functions that retain any input information
- Tapping or clicking buttons, rather than hovering over
- The ability to pause and scroll through auto-rotating carousels
- Videos with the option of closed-captioning
- Auto-fill for information input in forms.
Users become frustrated when things are presented to them outside of their control or choosing. For example, some of the most maligned features of websites include push notifications, chat window pop-ups, pop-ups requesting feedback, prompts to install apps, requests for access to their camera or microphone, security questions, and so on.
It’s also likely to create a negative experience by presenting things in a way that doesn’t align with the logic of most of your target audience. For instance, if a website has an unclear structure and navigation, many users will be more likely to leave the site rather than persist in trying to use it.
A Word on Accessibility
Usability is sometimes confused with accessibility. While they are related, they are actually different concepts. Accessibility refers to the practice of making technology accessible and easy-to-use for everyone, equally, with a significant focus on those with disabilities and other difficulties.
Web accessibility is covered under the Equality Act of 2010 in the UK. Many organisations now have a legal – as well as a moral – obligation to ensure their websites are accessible, by following a set of principles and standards known as the Web Content Accessibility Guidelines (WCAG). If you’re working with an agency, they should already have accessibility best practices included in their approach to design. Be sure to check this anytime you’re evaluating agency partners for a project.
While accessibility and usability are different, all websites should be designed and developed to be accessible to everyone. This will include some of the same conventions mentioned above, as well as ensuring you cater for people with impaired vision and hearing, cognitive difficulties, those that need to use assistive technology, and so on.
Keep an eye out for our upcoming article taking a deep dive into web accessibility.
Tips and Advice for Improved Usability
1 – Keep it Simple
When it comes to UX, the simpler the better. If something is complicated in its design or functionality, it will likely be complicated to use as well. Always try to keep things as simple as possible to give your site the best chance to achieve great usability.
2 – Get the Fundamentals Right
Similar to the issue of making assumptions about your target audience, it’s important to understand that certain aspects of usability are more objective than they are subjective.
Yes, some people may prefer to hover over a drop-down menu rather than click it, but there are some fundamental principles every website needs in order to provide a satisfying UX. Get these right, and your site’s usability will be in good shape:
- Optimise your site to ensure its pages load quickly
- Make all your site’s content is easy to perceive and consume
- Be consistent
- Give your site a simple, logical structure and navigation
- Use responsive design to maintain usability across different devices and screen sizes
- Use proper headings and sub-headings to organise your pages well
- Make sure clickable buttons and links stand out
- Use distinctive colours and contrast on your pages alongside white space
- Avoid making any of the text, buttons, or other touch-points too small
- Provide clear, useful error messages.
3 – Learn from Experience
Draw on your own experience in your personal use of the web to put yourself in the shoes of your users. If you encounter a feature or process that gives you a bad UX online, make sure you don’t have similar features or processes within your own site.
4 – Test With Real Users
Test your site with real end-users who are part of your target audience. The best way to give your website great usability is by asking people to test it out, gather their feedback, and put those learnings into practice. This is known as usability testing, and is a phase of the design and development process that should be planned into your timeline at the beginning of any project.
5 – Know When to Ask for Help
To ensure your site is built with usability as a priority, you’ll require the support of a good agency partner. Work with a web development agency who can provide guidance from their experience delivering dozens, if not hundreds, of similar projects successfully in the past. A good agency should also help you with crucial processes like usability testing and user acceptance testing (UAT).
6 – Use the Right CMS
Your selection of content management system (CMS) or platform is another decision that can have a significant influence on the UX your visitors will be given.
Some CMSs have a reputation for being clunky, difficult to use, and slow. Others, such as WordPress, are specifically designed to make websites as easy-to-use as possible for visitors. For example, WordPress is built with plenty of functionality that promotes accessibility for those with difficulties using technology.
For more insight into this issue, we recently produced a series of articles comparing the pros and cons of the leading CMSs available today. You can read that here:
The Benefits and Opportunities of Better Usability
Working hard on your usability to create a great UX is something all businesses should be prioritising in 2023 and beyond.
As technology continues to become more convenient and pervasive, people’s tolerance for slow, unintuitive websites and frustrating functionality is rapidly shrinking.
If you do create a site that provides your users with what they’re looking for and meets their expectations, your business will begin to benefit from a number of outcomes:
- More efficient and effective digital processes and services (both internally and externally)
- Greater adoption and usage rates
- Quicker, stronger ROI
- Improved user or customer retention and loyalty
- Commercial business growth.
2023 Trends and Future Predictions
While users’ preferences for speed and convenience haven’t really changed much over the years, their frustrations with poor UX and their demand for greater usability have increased.
With technology now present in so much of our daily lives, people’s pateince for bad experiences is getting smaller and smaller. When it comes to web design, the best way to manage this is to stick to what’s proven to work and give your users what they want.
The most important usability trend in 2023 may be to focus entirely on those fundamentals we mentioned earlier. Keeping things clear and simple is likely to be the most effective approach to UX design for the majority of businesses right now.
Always Ensure Your End-User is Your Priority
You’d be surprised how many websites fail because they don’t provide their users with a straightforward experience that aligns with their expectations. When you’re investing a significant amount of time, effort, and money into building a site for your business, you can’t afford to overlook the importance of usability.
Whether your target users are prospective customers, existing customers, or your internal workforce, tailoring the UX to that specific audience is absolutely crucial. If you do, not only will your users have a better experience, but your business will also benefit from advantages that will begin to drive increases in business growth.
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- Read our comparison between Sitecore and WordPress here.
- Read our comparison between Drupal and WordPress here.
- 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.
Digital Business
8 March, 2023
5 Women To Shape the Design and Tech Worlds
March 8th is still an important date to remind us of the brilliance of being a woman in our society. Even though it can be a struggle every day, we know that women are capable of anything and we are very proud to celebrate the achievements of these creative and intelligent women.
Hedy Lamarr
Who can live without Wi-Fi nowadays? In 1942, Hedy invented the technology that later helped the creation of wireless signals.
Rear Admiral Grace Hopper
If you’re not in the programming world, you may not have heard of COBOL. This programming language created in 1952 is still used on business applications to this day. Grace was one of the first ever compilers and her work led to the creation of COBOL.
Margaret Calvert
Even in the age of Sat Nav, you’ve probably relied on a road sign at some point, right? Either driving or walking down the street, the reliable signs are a source of comfort when technology fails. Margaret was part of the team that redesigned the whole UK road sign system. It all started in the late 1950s and her work still guides us even to this day.
Carolyn Davidson
‘Just do it’ – the famous tagline from a brand you might have heard of, called Nike. The tick logo was first developed by Carolyn when she was just starting design and the idea behind it to represent speed and motion. Even though the Nike tick is now one of the top 10 most recognised logos worldwide, Carolyn has only made $35 from her design.
Susan Kare
We all know Apple. We all know that they’ve conquered the world of technology by consistently presenting unique designs with both their hardware and software. What you probably didn’t know was that Susan was the designer responsible for developing all the typefaces, icons and other elements that serve as the core for what we now know as the Apple brand.
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Announcement
30 October, 2022
Transport for London renew Cookie Management Contract with SoBold
SoBold is pleased to announce that they have renewed their contract with Transport for London to manage and support a bespoke Cookie Consent Management Tool for use across TfL’s portfolio of websites which includes 30 domains.
SoBold recently became only the 3rd Platinum Certified Cookiebot Partner in the UK having been an authorised Reseller of Cookiebot since the new General Data Protection Regulation (GDPR) came into place on 24 May 2018.
Transport for London’s desire to extend its relationship with SoBold for a further year, highlights the importance of the work SoBold are doing to manage its bespoke Cookie Consent Management solution across its portfolio of website which have missions of visitors per month. The contract renewal cements SoBold’s position as one of the leading Cookiebot resellers.
For more information on SoBold’s work to date with Transport for London, see their case study.
SoBold Technical Director, Sam Phillips said:
It is great to see Transport for London renew its cookie management contract with SoBold for a fifth successive year. Over the last year we have continued to evolve their bespoke solution adding in full IAB TCF support as well updating the design to reflect TFL’s updated guidelines. We’re looking forward to continuing to support TfL over the next 12 months.
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Latest from agency
19 August, 2022
Celebrating 2 years with Martina Gabrielli
The moment Marti joined us at SoBold, we were excited and eager to see how she would translate her enthusiasm and energy towards development towards real life projects. We were not let down and she hit the ground running.
2 years later, largely hampered by COVID, we now are getting the absolute best out of Marti. She is incredibly reliable, diligent and talented and she is involved in all of our biggest projects.
Marti has never been one to code for the sake of coding, and she always makes sure she understands the bigger picture before diving into a project.
⅓ of the Italian SoBold Office crew, we are very fortunate to have Marti and we truly can’t wait to watch her skillset improve and see her continue to work on the biggest and best projects!
We caught up with Marti to find out more about what she gets up to in her day to day life.
At what point in your life did you decide to become a developer?
Having studied Foreign Languages and Literatures, since uni I had a dream to become a successful translator. I came to London to fulfil this dream but I wasn’t sure which field to specialise in yet. So I started working at a restaurant, and in my spare time, I would translate articles for online media sites and magazines, and also produce subtitles for tv series.
Later on, I started a course in software localisation, and this opened up the dev world to me as I had to put my hands on the software source code. When it was time to search for a job, reality had a massive hit: competition was high, work was difficult to find, it was clear I had to invest more time and specialise furthermore.
I felt stuck and didn’t really know what to do with my life. So I went backpacking around the world for a few months, and I decided to dive more into that dev world that I found so interesting. Time wasn’t really a problem while travelling, so I read a lot about web development and took a lot of online courses. I devoured so many online resources, I just couldn’t believe they were all a click away! Since my first “Hello World” project, I’ve found the process of coding and building a website from scratch a beautiful mix of creative problem solving that never disappoints. Long story short, that’s when I knew I wanted to become a developer.
Describe your typical day
I wake up at 6:30am, I feed Coco and Lucy (my cats), I put some tunes on while having breakfast, quick shower. Then it’s checking the weather time: if it looks cloudy and rainy I’ll take the tube, otherwise, I’ll most probably board my Brompton and off we go to the office! Ideally, I like to conclude the evening by doing some form of exercise, usually rollerskating or a walk/run.
What’s your favourite project to date
I really enjoyed working on the new SoBold website, it’s been a huge team effort and the result it’s simply amazing!
What is the best advice you have ever heard?
I once read this quote: “If we all threw our problems in a pile, we’d grab ours back.”
I think it’s a beautiful sentence, it makes me appreciate life every day and makes me very grateful for all I have.
If you had to change careers what would you do instead?
Not sure what but surely something related to sport.
What was your most recent challenge and how did you overcome It?
When you’re a developer, every day there’s a new challenge. You just have to learn how to tackle them. In general, I think talking with a colleague helps a lot. Also “rubber ducking” can be a useful method for debugging code. In both cases, they’re powerful methods that consist in taking a break and articulating the problem in plain language.
What’s your favourite thing to do outside of work?
I’m a big ramp skate fanatic. https://www.instagram.com/martymcroll/
What 3 items would you bring to a desert island?
🇨🇭 🔪 🎸 and 🛌🏽
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Digital Business
5 January, 2023
WordPress vs Umbraco – Comparing Both Content Management Systems
When you’re tasked with selecting a content management system (CMS) for your business, you’ll likely appreciate that the number of viable options available can make things complicated. From Drupal, to Umbraco, to WordPress, there are plenty of quality technology platforms to choose from.
But finding the CMS that’s most suitable for your specific business is an important process that requires careful consideration and a lot of research. Of course, devoting sufficient time to this can be difficult when you have dozens of other priorities on your mind.
To ease this challenge for you, this article will make the process of choosing between two popular CMSs much simpler. In this new content series, we’re providing direct, objective comparisons between some of the leading options for CMSs today.
This second article of the series will look at the comparison between Umbraco and WordPress, and you can find links to the rest of the articles in this series at the bottom of this page.
The Platforms
A CMS is a software-based technology platform upon which you can build and manage websites and applications. While most CMSs are similar in terms of their fundamental functionality, they each have varying levels of complexity and development requirements.
Umbraco
It’s important to start by noting that Umbraco is a platform intended specifically for developers with a certain level of technical proficiency.
When you first set up Umbraco, it won’t be approachable for the average marketing manager or any other non-technical users. Initially, much of the key functionality expected from a CMS will be missing. The purpose of this is to encourage you to spend time and money developing the platform. Often, this has been known to rule out Umbraco as a viable option for a lot of businesses.
To get full value out of Umbraco, you’ll almost certainly need to hire someone – either an agency partner or an in-house developer – to help you get things up and running.
Having said that, no matter which CMS you choose, you’ll be significantly better off working with a platform-specific web development agency supporting you. For most businesses, an agency plays a crucial role in helping you implement your new system and develop your site (but more on that later).
WordPress
WordPress is the polar opposite of Umbraco, in the sense that it’s designed so that anyone – even if you have no previous content management experience – can use it easily. That’s why it’s the most popular CMS available today, with around 45% of all websites on the Internet built using the platform.
Almost everything you need to manage the day-to-day responsibilities of your website comes readily available in the software, making it much more suitable for a wider range of businesses.
This allows you to begin building immediately and facilitates a quick time-to-market for your websites and applications. WordPress’s rich, dynamic features that come pre-existing with the platform “out-of-the-box” are to thank for that.
Content Management and Usability
You should consider ease-of-use as a key indication of whether or not you want to invest in a CMS. If a CMS doesn’t offer simple, intuitive usability, you’re probably better off avoiding it.
Umbraco’s Usability
As mentioned above, in its initial state, Umbraco can be very difficult to work with for the average user. It’s mostly intended for more technical users who have coding skills or some development experience to build the infrastructure.
However, once you’ve invested sufficient time and money into tailoring the platform to your own preferences, it becomes a great tool for publishing and editing content on a website. Umbraco has a wealth of features that allow you to create high quality websites and dynamic web pages.
On a side note, if you’re a Microsoft user, you’ll be pleased to see some similarities in the structure of Umbraco’s user interface (UI).
WordPress’s Usability
WordPress is far more straightforward when it comes to usability. It provides you with a convenient, efficient user interface (UI) that allows seamless publishing, management, and editing of content on your sites.
It’s simple editing content on a page-by-page basis in WordPress, which saves you valuable time, with a handy block-based design.
The ease-of-use makes it possible to share responsibilities across your team, even if some of you don’t have any previous experience with a CMS, unlike the more technical Umbraco platform.
Customisation
Customisation with Umbraco
Umbraco is known for being highly customisable and flexible. It’s best used as a clean slate for developers to tailor to the business’s requirements. However, this isn’t easy to do for the average user.
As mentioned earlier, Umbraco isn’t suitable for the average CMS user in its initial state. Unlike most CMSs, you’re required to spend some time customising Umbraco in order to make it into a platform that’s approachable and easy-to-use. Once you’ve done that, however, Umbraco can become an excellent CMS with great content editing capabilities.
Customisation with WordPress
WordPress allows you to customise it to your own liking as well. The difference here is that you don’t need to change much about WordPress’s set of tools and features before you can begin using it comfortably.
This allows you to create quality content from day one, with the freedom and flexibility to make adjustments to the platform as and when you require. WordPress is also an easier platform to upgrade with custom features due to the quality of its community-sourced plugins.
How Secure is Each Platform?
Cyber security is becoming a greater concern each day for businesses. Choosing a platform that delivers robust security should be a top priority, so you can have full confidence in the protection of your data.
Umbraco’s Security
Umbraco comes with a high level of in-built security. The software is based on Microsoft’s .NET platform, which gives it support from Code Access Security (CAS). Working alongside that CAS, Umbraco provides identity-based security, and that makes it considerably more secure than the average CMS.
Having said that, you shouldn’t let this act as an excuse for your agency partner to take security for granted. Every web development project should be approached with security at the core, no matter what in-built protection the platform has.
It’s also important to note that Umbraco is an open-source platform, meaning a community of developers regularly creates updates and new features within the software. This means that any new additions should be tested carefully for security in case they create new vulnerabilities.
WordPress’s Security
While it is generally very secure, WordPress is another open-source platform backed by an active developer community. It’s important to be cautious of the raft of new features, updates, and plugins that are regularly released.
From a security perspective, be mindful of plugins, both in terms of where they come from and ensuring they’re correctly tested, maintained, and updated. For any CMS, these issues are best left to an experienced agency partner who has the expertise to minimise these risks for you.
Aside from that, WordPress does offer enterprise-grade security, with organisations like globally renowned pharmaceutical company Hutch Med and leading venture capitalist firm Balderton Capital using it today.
How Scalable is Each Platform?
Scalability should be another important part of your criteria when selecting a CMS. Fast, agile expansion is crucial for the platform, just as they are for your business as it grows.
Therefore, you need your digital infrastructure to be able to scale cost-effectively with more pages, additional functionality, and perhaps even more sites.
Scalability with Umbraco
Umbraco’s scalability is one of its strengths. With Umbraco, your site can seamlessly evolve as your business grows and your requirements change.
It’s especially useful for teams that need to manage a high volume of pages simultaneously, making it very suitable for large businesses.
Scalability with WordPress
In the past, WordPress mistakenly had a reputation among some for being most suitable for smaller businesses. However, its excellent scalability proves that to be nothing more than a myth.
Just like Umbraco, WordPress is agile and scalable enough to grow alongside your business and adapt to your changing requirements.
Cost and TCO
A CMS is a big investment, and should be considered a long-term one. In order to ensure you’re achieving a strong return on investment (ROI), it’s helpful to find a platform that offers good value and a low total cost of ownership (TCO).
When assessing this, it’s important to factor in costs such as hosting, licenses, agency fees, maintenance, bespoke development, and more.
Umbraco’s Up-Front Work and Ongoing Costs
Because it’s open-source, Umbraco can be free-to-use.
However, as mentioned earlier, it’s a platform that requires a great deal of technical expertise and initial development work. That will typically involve longer timelines with your agency than other CMSs, which inevitably mean high costs. Because it’s a complex platform, you’ll also face higher costs whenever you need to develop new functionality or work on integrations.
WordPress Value and TCO
WordPress comes with a far lower TCO than most other CMS options. Its ease-of-use and flexibility out-of-the-box make it a very cost-effective platform.
WordPress licenses are free, so your implementation costs would be limited to just hosting, agency fees, and post-deployment support.
Any plugins or extensions you want to apply to the platform will be licensed and paid for separately, but it’s unlikely you’ll need to add many new capabilities because it’s such a feature-rich platform by itself.
Developer Communities
If a technology platform is supported by a strong community of developers, that will be highly beneficial to your business. Dedicated users from around the world work hard to continuously create improvements, additions, and updates to help the software become the best it can be.
Umbraco’s Community
Umbraco has been around since the year 2000, making it one of the oldest CMSs. That means it’s had a long time for a large, skilled community of developers to grow around it.
As touched on earlier, Umbraco is built on a Microsoft-based infrastructure, using a C# framework, and is the most popular platform of this kind.
However, it’s important to note that Umbraco is facing some decline. More popular platforms, like WordPress, gaining widespread adoption have seen developments with Umbraco slow down in recent years.
WordPress’s Community
WordPress has a healthy global community devoted to constantly improving the platform.
WordPress developers are renowned for their creativity, producing a wealth of innovative new themes and plugins that can be used by any business with ease.
The WordPress community also regularly holds free events to help people learn more about how to use the platform. For instance, WordCamp is a non-profit event that has been running since 2006 across several continents.
The Important Role of an Agency
As touched on throughout this article, another factor which will influence the success of any projects with your chosen CMS is a development agency.
When finding the right CMS is such a challenge by itself, many businesses underestimate the importance of finding the right agency partner to support you with your CMS.
But as mentioned earlier, how well you handle critical aspects of the platform like security, testing, usability, and even your TCO are often determined by your agency.
With Umbraco, all the platform’s functionality has to be custom coded, which makes development time in the back-end longer than most businesses expect. This also makes Umbraco difficult to work with internally, as well as for any maintenance and updates. When working with an agency, this will see your costs increase when compared to WordPress technology.
Whichever CMS you pick, they’re all considerably easier to use, and to achieve healthy ROI, with a specialist partner supporting you. Finding an agency with the right experience and expertise to help you unlock the full potential of your platform should be another important part of your overall decision.
Making Your Decision
So, how do you take all these comparisons and decide which CMS is right for your business?
In all honesty, both Umbraco and WordPress are both good options that would work well for most businesses. Although, it is generally accepted that Umbraco is a less approachable platform than WordPress unless you have technical skills within your team.
In order to determine which one will be more suitable, it’s useful to look at each of the characteristics listed in this article in relation to your unique requirements and business needs.
Remember that every business, and every web development project, is different. Think carefully about your specific strategic objectives, budget, users, technical specifications, and any other important factors. That should make it clear which CMS is the better choice to deliver what you’re looking for.
If you need more help in your evaluation of the various CMS options:
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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.