As we’re now into the first week of 2023, this feels like an appropriate time to reflect on what was another thoroughly successful year for SoBold in 2022.

We’re now working with enterprise clients and providing them with excellent website design and development services. We’ve also continued to grow our client base and are proud to have consistently produced outstanding work on their behalf throughout the year. 

We’re pleased to have strengthened our presence in the healthcare and financial services industries. Now, we’re looking forward to building and managing more scalable products for our clients in the year ahead. 

Our High-Performance Team

The definition of “high-performance” will vary from person to person, and you may have your own idea of what it means to you. For us, as an agency, it means every member of our team holds each other accountable to always perform at the highest possible level, so we can achieve a standard of excellence for all our clients. 

We’ve used “high-performance” as a core value of our company since day one, and have worked very hard over the years to build a “high-performance” team. In 2022, this continued to develop and has allowed us to push those standards even higher, which is something we take a lot of pride in. 

We were excited to see all three of our business teams grow in 2022: design, development, and operations. Over the past year, we also made a conscious effort to ensure the whole agency is working closer together as a more functional unit, for the benefit of our clients. 

As the team has grown, we’ve had to implement more processes, which has allowed us to scale, and will enable us to continue to scale, as we move into the next cycle of our business. 

Congratulations to Ivo Georgiev, who’s coming to the end of a successful apprenticeship scheme, which he did with us and the help of QA’s Tech, Digital, and IT Apprenticeship.

The SoBold Website! 

In 2022 we launched our new SoBold website. Finding time to do this while continuously delivering projects for our ever-growing client base was a challenge, but one I’m really proud of the team for managing so well. We used this as a beta project to roll out a new SoBold workflow, and whilst there’s still some way to go to perfect this, we’re really happy with how it’s looking on the front-end! 

Every member of the team worked on this in some way or another, and we’re already getting considerably more inbound leads and exposure from it. 

We’ve been working hard on becoming more active in the online community as well, and this is notable particularly over the last quarter where we’ve increased our marketing. We were fortunate to be interviewed by Cloudways, who are a cloud hosting service provider we work closely with, and you can see this interview here. 

Clutch has continued to be a new business driver for us and our profile has gained more exposure amongst the country’s best website design and development businesses. 

We’ve also begun producing a selection of in-depth guides and blog articles to help our community more easily navigate the current technology landscape. You can find all that useful content on our blog.

Our Clients

We’re grateful to have worked with so many wonderful people from some brilliant clients over the past 12 months, and have built an array of different sites each with their own unique brief and challenge. 

If you’d like to gain insight into the process we follow with our clients for project briefings, check out this recent article, which also includes a helpful brief template.

This is a great chance to showcase below some of the work we’re most proud of in 2022, for a selection of companies who are doing some very interesting things to make positive change in their respective industries:

Built and Live

Jamie and the Jam – Jamie and the Jam conceptualise, create, deliver, and manage beautifully bespoke content for their clients and their audiences.

Amplitude Clinical – Amplitude is a leading UK Patient-Reported Outcome Measures (PROMs) and clinical outcomes platform.

Arenko – Arenko is a market-leading technology provider enabling the clean energy transition.

Dictate.IT – Dictate.IT helps healthcare organisations across the UK and Ireland harness the power of speech to deliver seamless, efficient, and effective document management.

Edgerley Simpson Howe – Edgerley Simpson Howe are specialist out-of-town retail, leisure, and commercial roadside property consultants.

Pippo – Pippo lets you book your GP appointments whenever and wherever suits you.                                                                                                                                                                                                               

Common Purpose – Common Purpose offers exceptional personal training in the heart of Mayfair. If you’re looking to start with a new gym or PT in the new year, Common Purpose are your guys to speak to! 

Still Waiting to go Live! 

Coller Capital – Coller Capital is one of the largest global investors in the private equity secondary market.

Healthlink – Healthlink connects more than 15,000 medical organisations across Australia and New Zealand.

Konnect Net – Konnect Net helps businesses in the insurance and health sectors exchange data in a quick and secure way.

Turvec – Turvec is a bike parking company specialising in designing, installing, and maintaining secure and user-friendly bicycle storage solutions and two-tier bike racks. 

There’s also a handful of special clients listed below that want to highlight, either because of the longevity of the relationships or the positive impact our work has made on their businesses:

Kapow Primary

Kapow Primary, whom we’ve been working with since 2018, is now used in almost one third of all UK primary schools, with over 30,000 primary school teachers using the Kapow Primary platform each week. 

Our amazing Kapow team has been working on some really inspiring projects over the past few months particularly, and we cannot wait to share more when we publish these live. 

You can learn more about our work with Kapow, and how we first started, in our case study here.

Rede Partners

We started working with Rede Partners in late 2019 to help bring their vision ‘RedeWire’ to life. RedeWire is a new interactive online limited partner (LP) portal, providing instant access to Rede’s current fundraising offering.

RedeWire has had a closed launch, so we’re really excited for it to launch to their wider audiences in Q1 of this year. 

Transport for London

Transport for London has renewed its cookie management contract with us for a fifth successive year. This highlights not only the great work we’re doing with them, but the importance of the relationship we’ve built with them.

We recently became only the third Platinum Certified Partner with Cookie Bot in the UK and this is a service we believe will continue to grow into 2023 and beyond. 

You can learn more about our work with Transport for London here, and you can also read about our contract renewal in our press release here. 

Clanwilliam 

We’re proud to have been working with Clanwilliam since 2017, and our relationship has flourished each year since then. We initially started working with their Global HQ, before being rolled out across their three divisions Clanwilliam Ireland (site being redesigned in Q1 2023!), Clanwilliam UK, and Clanwilliam ANZ.

We work with over 15 of their brands designing, developing, managing, and hosting their websites. We also work closely with these brands to help them with their branding and print design activations. 

2022 saw Clanwilliam take a major shift in their global brand, choosing us to help them rebrand from Clanwilliam Group, dropping the ‘Group’. We worked closely with their Global Brand and Communications Director, Lauren Turner, to help bring this to life. 

We all went into the process looking to rebrand Clanwilliam in its entirety, changing the logo and creating a completely new brand. However, we quickly realised the logo was going to stay and the brand needed to change around this. 

We uplifted Clanwilliam’s colour pallet and fonts, creating a new brand that much better reflects their company’s values and ambitions.

You can see a more detailed case study about what we did here.

It’s Not All Websites Though! 

Our talented Graphic Design Team was busy in 2022 too, across multiple rebrands and supporting various Knight Frank divisions. Some of our Knight Frank work is highlighted here. 

We’ve also successfully managed to move all our clients into our Positive Park Hosting environment, which is based in Cambridgeshire. This has meant all our sites are running on a more optimised and bespoke server, tailored to their needs. Our VIP enterprise-grade support at the hosting park has made a positive impact, ensuring all our clients have peace of mind that their sites are secure and stable. 

The hosting environment is an eco-friendly data centre that uses 100% renewable energy and is certified by the Green Web Foundation. 

You can learn more about our hosting solution on our WordPress Website Hosting service page.

In addition to working with our clients, we’ve also been working hard on improving our processes, becoming more compliant and becoming a more reputable company across the board. 

We became ISO 90001-compliant in 2022 and have successfully put our project management systems in place. Our Project Manager, Anna de Moraes, has been instrumental in implementing processes to optimise our workflow, and she’ll continue to drive the business forward into 2023.

We were absolutely delighted to work with Nation.Better to get a Skilled Licence VISA sponsorship as well, which opens up opportunities for us to hire more global talent. This is something as a business we’ve been looking forward to for a while now. Getting this licence and already hiring two people, and giving them the opportunity to work in London, is something we’re really proud of. 

We also renewed both our Living Wage Accreditation and Cyber Essentials certification. 

2023 and Beyond! 

2023 is only going to be bigger and better for us here at SoBold. We have big plans to execute on our hiring strategy and intend to grow the team across all areas of the business. Doing so will help us continue to improve the service we provide to our clients.

We’ll continue to work with key clients in our industry focuses: healthcare, finance, real estate, and SaaS. As we work with more medium to enterprise-sized clients, we’re confident we’ll become more recognised as the High-Performance WordPress agency. 

Thanks for reading. We hope you have a great year in 2023! 

To keep up with all the latest news and updates from our agency, and gain priority access to our weekly learning resources, please do join our community by subscribing to our newsletter below.

Large businesses and enterprises in need of a content management system (CMS) today are spoilt for choice, because there are plenty of excellent platforms available. From WordPress to Sitecore to Drupal, the technology currently on offer is highly intelligent and intuitive. 

But so much choice can make the task of finding the right CMS for your own specific business complicated and time-consuming.  

Selecting a CMS is an important decision that requires a lot of research, followed by careful evaluation of all the various options. Of course, those processes can be very time-consuming. When you’re already extremely busy juggling dozens of other priorities, it’s challenging to give this the attention and effort it deserves. 

To solve that challenge, we’ve done the bulk of the hard work for you. In a new series of articles, we’ll provide you with direct, objective comparisons between some of the leading options for CMSs, helping you relieve the headache of researching and evaluating them yourself. 

In the first article of this series, we’ll be looking at the comparison between Sitecore and WordPress.

How Does the Security Compare for Both Platforms?

As we face ever-increasing concerns with cyber security, data protection, and various other digital challenges, finding a platform with robust security should be a top priority. 

Sitecore Security

Sitecore has a reputation of being the leading CMS for large businesses, guaranteeing an enterprise-grade experience that includes a high level of security.

Sitecore’s security is also strengthened by the vast range of in-built features within the platform, which we’ll discuss in more detail later. There’s no need to purchase more third-party software or plug-ins to enhance its functionality, which means you won’t be creating any additional vulnerabilities or risks. The platform also receives frequent security updates which bolster your protection even further.

If security is a concern for your business, Sitecore should be high on your list of potential candidates for a CMS. 

WordPress Security

For a long time, many people believed the misconception that WordPress isn’t secure enough for large businesses. However, industry leaders such as global investment firm Blackstone, the NHS in England, global research and advisory leader Forrester, and multinational bank Standard Chartered now use WordPress for their CMS. This goes a long way to proving that wrong. 

In fact, WordPress is already a secure, stable platform out-of-the-box. So, where did this myth come from? 

Well, vulnerabilities can arise in certain scenarios. Firstly, strong security with any technology is dependent on a well-managed hosting environment. If you have WordPress hosted in a secure environment from an experienced provider, with proactive security measures in place, your risk will be extremely low.

Secondly, plugins are something to be cautious of when it comes to security, both in terms of where they come from and keeping them properly maintained. Security threats will be minimised if you only use plugins from trusted sources. You should also ensure you always keep them tested and updated, ideally working alongside security-specific plugins like WordFence.

We appreciate this may sound like a lot of work. That’s why all the examples of the businesses succeeding with WordPress have the support of an agency partner who ensures all these things are taken care of during the development stage. It’s worth noting, though, that this will also be the case when adopting any CMS in a business setting.

Which Platform is More Scalable? 

One of the most important aspects of a CMS is its scalability. A CMS is a long-term investment, and this is one of the most influential factors in determining whether that investment will be successful or not.

You’ll need to ensure your site can evolve as your business grows and your needs change over time. This will require an infrastructure that can quickly and easily scale with more pages, additional functionality, and perhaps even more sites, without the burden of hefty costs for more development work.

How Scalable is Sitecore? 

Sitecore is designed specifically for large businesses, so its scalability is up there with the very best. Sitecore is a robust platform that allows your digital presence to grow seamlessly as your business grows, even if you need to build multiple sites to serve different groups of users in different languages. 

How Scalable is WordPress? 

WordPress is another highly scalable platform. Despite some still mistakenly believing that WordPress is suited to smaller businesses, you can use the CMS to build sophisticated, industry-leading sites. Like Sitecore, WordPress is agile and scalable enough to grow alongside your business and adapt to your changing requirements. 

How Capable are these Content Management Systems?

The main purpose of a CMS is to provide a software-based infrastructure upon which you can build and manage websites and applications. While most CMSs are similar on the surface, with the same fundamental functionality, they each have unique features and capabilities that differentiate them

For example, one critical indication of quality for a CMS is how easy it is to use. Once you’ve adopted a platform, you and your colleagues will need to feel immediately comfortable using it on a daily basis. If a CMS can’t provide good usability, it’s probably one you should avoid.

Sitecore as a Content Management System

Sitecore is actually considered a fully managed ‘digital experience platform’ that comes with more capabilities than the average CMS. 

Most of its best features are readily available as soon as you begin using Sitecore. That allows you to get a high quality site live very quickly without additional work within the platform.

However, Sitecore typically provides quite hierarchical, complex workflows that might be frustrating for small or agile teams. This can also create longer development cycles than usual, giving you a slower time-to-market than more intuitive systems like WordPress.

WordPress as a Content Management System

WordPress is easily the most popular CMS in the world right now, with around 45% of all websites built on the platform. One of the main reasons for that is its ease-of-use, with simple and efficient content management

This usability allows you to get up-to-speed quickly and share responsibilities across several members of your team, even if they have no previous content management experience.

WordPress also makes it convenient to edit content on a page-by-page basis, saving you valuable time, with its block-based design an ideal method for customisation and site management.

How Much Personalisation do they Provide?

The ability to customise and tailor your site’s content to your target audiences is more important today than ever before, with so much of modern business now taking place online. Therefore, this is another important point to consider when choosing between your various CMS options. 

Personalisation in Sitecore 

When compared with other platforms, Sitecore’s personalisation is excellent. Sitecore will provide you with a great deal of control over the structure and design of your pages, allowing you to tailor your user experience and drive greater performance for your site. 

This is particularly useful for larger businesses with high volumes of potential site visitors, delivering competitive differentiation and driving increased conversion rates.

Personalisation in WordPress 

WordPress is also highly customisable. You can use its flexibility to get creative with your design, and build bespoke features and functionality to better engage with your audience.

There’s not much to separate Sitecore and WordPress in this area. The gap in personalisation becomes even smaller if you find an experienced agency with WordPress-specific expertise to help develop your site and improve your customer experience.

Integrating with Other Systems 

Before your business invests in any digital platform, it’s important to ensure that technology can integrate easily with your existing software. Whether it’s your customer relationship management (CRM) or any other marketing systems, any digital tools you currently have should ideally be compatible with your new CMS.

How Sitecore Integrates with Other Systems

Sitecore integrates well with other systems. It allows you to achieve out-of-the-box integration with most of the leading CRM software, and plenty of other digital tools and platforms.

How WordPress Integrates with Other Systems

WordPress tends to be the easiest platform to integrate with your existing systems, because most brands and other SaaS products have already made themselves compatible.

This means you can deploy WordPress with minimal disruption, regardless of whether you’re building a new site from scratch or migrating your current site from a different CMS.

Total Cost of Ownership (TCO) 

Of course, you’ll also want to ensure you’re getting a solution that will deliver good value for money. With a CMS, the total cost of ownership (TCO) can vary greatly from one platform to another, due to factors like licensing fees and update-driven maintenance. 

Sitecore Initial Investment and Ongoing Costs 

Sitecore is an expensive option, even if you have a large budget to work with. You’ll be required to purchase licences for the platform with an ongoing renewal fee each year. These licenses come in tiers, so if you want to access the full range of benefits from Sitecore you’ll have to opt for the most expensive offering.

On top of that, you’ll also need to account for development costs with an agency, hosting costs, maintenance and support fees, and various other expenses that give Sitecore a very hefty total cost of ownership (TCO).

Furthermore, Sitecore requires ongoing management and maintenance to handle regular large-scale updates to the platform. When updates occur, new versions of the software come with a big price tag and may cause you to pay for additional development work to get your site up-to-speed. 

However, this could be a worthwhile investment if Sitecore’s features and capabilities are necessary for your specific requirements. If you’re looking for a quality, trustworthy enterprise-grade platform, Sitecore can justify the cost. 

WordPress TCO and Value

Conversely, WordPress is a much more cost-effective solution with a drastically lower TCO. Licenses for WordPress come at no cost and the software is entirely open-source. That means your implementation costs would be limited to just hosting, agency fees, and post-deployment support. 

If you decide to use any plugins or extensions of the platform, these will be licensed and paid for separately. However, businesses rarely need to bolt on many new tools or capabilities because WordPress is such a feature-rich platform already.

When WordPress is updated, unlike Sitecore, managing and testing your site can be done in just a few hours at a much lower cost.

A Word on Agency Partners 

One thing both Sitecore and WordPress have in common is the small selection of platform-specific agencies who can build high performance sites for large businesses using this technology.  

A CMS becomes far easier to use, and easier to drive strong return on investment (ROI), if you have a specialist partner supporting you. 

Finding an agency with the necessary experience and expertise to help you leverage these platforms to their full potential should be another important influence on your choice. From integration, to development, to maintenance, all the benefits and advantages of the platforms will require an agency to help you fully unlock them. 

How to Make Your Decision 

So, with all that information, how can you decide between the two? 

Both of these platforms are excellent options that would serve most businesses extremely well. After all, there’s plenty of good reasons why some of the biggest companies in the world use Sitecore and WordPress. 

Ultimately, when looking for a CMS that’s the right fit for your specific business, you should make a detailed assessment of your strategic objectives, unique requirements, budget, users, and other important factors. Use that to determine which solution is most capable of meeting those needs.

If you still need more help working through this process, read our comprehensive guide to understanding and evaluating the enterprise options for large businesses here.

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.

Summary 

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

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

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

Where to Start 

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

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

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

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

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

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

Why Having a Brief is Crucial

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

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

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

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

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

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

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

How to Create Your Brief 

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

The Project’s Purpose and Goals 

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

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

Project Timelines and Deadlines 

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

Project Stakeholders

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

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

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

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

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

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

Technology Preferences 

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

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

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

Budget 

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

Design Look and Feel

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

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

User Interface (UI) 

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

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

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

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

Non-Functional Requirements

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

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

Hosting

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

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

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

Security and Compliance

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

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

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

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

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

Accessibility, Usability, and Responsive Design

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

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

Functional Requirements 

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

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

Features 

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

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

What to Do Next 

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

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

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

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

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

More Helpful Resources 

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

Understanding and Evaluating Enterprise Options for Bespoke Web Development

Did you know you can use a block-based approach with your WordPress website to gain more value from the platform, with significant advantages in flexibility, scalability, and ease-of-use? 

In this article, we’ll explain what blocks are, how they work, and how you can use them to build enterprise-grade websites quickly and efficiently, without compromising on quality.

—

WordPress is the most popular content management system (CMS) in the world right now, and it has been for a while. Unfortunately, though, some people still have the wrong impression that it is a CMS that can only be used to build more simple websites that do not have any real complex functionality or integrations, but this couldn’t be further from the truth. 

In fact, WordPress is far more intuitive and robust than most realise. The fact that around 45% of all websites online today are built on the platform goes a long way to prove that. WordPress also provides more scalable, agile capabilities that are perfectly suited to building enterprise-grade websites if leveraged in the right way.

There are intelligent – but still very straightforward – ways to use WordPress that can unlock more value from the CMS. If done with the right guidance, this can make WordPress a far better option than the more traditional, rigid approach of building websites.

This is an opportunity most large businesses are currently missing out on. In this article, we’ll show you how using blocks is a more flexible approach that can provide you with a wealth of benefits.

Understanding How Using Blocks In Your Website Backend works

In 2018, WordPress released a new block-based design and editing user interface (UI), known as Gutenberg. Instead of the typical page creation and editing functionality of a CMS, where you’d input text and images into a rich text editor, you can now build your site by creating and using a set of components. Components are blocks of code which have pre-defined style and input types. 

Each component is named, to denote what it is from the perspective of the front-end of your site on the web page. 

Note: Some agencies only provide a list of block names, but here at SoBold we also provide screenshots of each block so you can see it first. This makes the process much easier and saves you a great deal of time.

Each part of each web page is made up of these components, as pictured below.

However, taking a bespoke approach, you can design and construct unique blocks that are entirely your own. Blocks or components can be built for you by your agency so they’re bespoke to you, your style guidelines, your design preferences, and so on. And, when building your site, you can go into your pre-built components and edit things, like changing background colours, adding images, adding text, and so on. 

This can be set up for you by your agency, so you have everything you need to create, edit, and publish new pages with your pre-built blocks. Anytime you need to create a new page, you just have to pick the appropriate components and place them in the correct position to quickly and easily build the page. 

You can see a great real-world example of an intuitive, bespoke enterprise website built using this block-based design approach here. 

The Business Benefits of Using a Component-Based Approach

Scalability 

Scalability is one of the greatest benefits of using these blocks, especially if you are wanting to continue to build out your sitemap and build out the content. 

This scalability is where WordPress really shines, enabling simple, rapid, virtually limitless scaling of your website with a high level of accuracy. This is a cost-effective way of growing without having to compromise on the quality of your design.

Flexibility 

Blocks provide you with a great deal of flexibility in building, editing, and structuring of pages as well. The ability to customise all your components, along with the intuitive drag and drop functionality, allows you to effortlessly adapt and expand on your website.

Efficiency 

Building components, and repurposing them repeatedly across your website, is a highly efficient way of growing your site. It also makes it very difficult to make mistakes or take a wrong turn.

This efficiency of reusing blocks across your website will free up time for you to develop innovative new features, or focus on improving the service and experience you provide your clients.

Ease-of-Use 

If you have non-technical members of your team who would benefit from using WordPress, blocks will almost certainly improve the usability of the CMS for those people. 

An easier design and editing function helps more members of your team create web pages within clear, pre-set brand guidelines. That’s another aspect that frees up more time and resources to focus on higher value tasks. 

If you’re working with a design and development agency, this also makes it much easier for them to be able to train you and enable you to use the platform to manage your site. 

Faster Time-to-Market 

All this efficiency and ease-of-use will enable you to achieve a faster time-to-market for new web pages, extensions of your site, or even entirely new websites. 

That can, in turn, create competitive advantages for your business, particularly if your competitors are working with CMSs that are slower and harder to use.

Whether it’s you or your agency handling this, you can create and publish new web pages quicker than you could with any other approach.

Lower Costs and TCO

As a result of all of the above, you can reduce costs on development and design, and achieve a much better total cost of ownership (TCO) with the WordPress platform. 

Something that takes an inexperienced agency days to complete with the classic design approach can be done in hours using bespoke blocks. This drastically reduces development costs and gives you a lower TCO in the long-term.

The Importance of Finding a Capable Agency Partner 

As mentioned earlier, bespoke blocks provide you with a proven way to unlock more potential with WordPress and gain greater value from the platform. However, in order to do that, it’s important to find the right agency partner. You’ll need an agency with enterprise-grade expertise and a certain level of skill to guide and support you through this process. 

Taking this approach to building WordPress websites is nothing new, but the real value here comes in creating blocks that are completely unique and specific to you, then enabling your team to use those to scale your site. 

Many WordPress agencies may lean on the generic block editor. But to get this right, you should push beyond that to find a partner who can educate you on the opportunities of using a bespoke design system to build a high-performance website that’s effortless to manage and edit. 

A great partner will also facilitate this for you in a way that ensures you have control, removing the risk of any users making mistakes with the flexibility of this system. You won’t need to worry about the integrity or quality of your site being spoiled because all your components will be built specifically to prevent that.

You’ll gain tremendous value from receiving an intuitive, quality website that you can easily grow at will, but one that’s also managed and supported by an experienced partner. Sticking to these blocks helps you stay within brand guidelines, adhere to best practices, and keep your site consistent. 

You then have the choice to manage, edit, and expand your site yourself, or rely on your partner to do it for you quicker, easier, and more efficiently than they would with a traditional CMS. 

Making the Most of Your WordPress Platform 

Modern businesses today require a powerful, sophisticated CMS that can deliver great websites at scale with enterprise-grade performance. WordPress is a platform that’s built to provide all those qualities and more. Embracing this block-based approach is the most effective and efficient way to achieve that. 

With a skilled agency partner to help you maximise the value your business gains from the platform, you’ll quickly realise just how well WordPress can deliver agile, intuitive websites. 

If you’re in the process of evaluating platforms to deliver a bespoke web development project, check our comprehensive guide to assessing and selecting the right CMS here