As a business in the financial services industry, you have to navigate a range of sector-specific challenges that make it difficult to meet current user expectations with technology. This article will explain why a bespoke development project is often the most effective way to solve those challenges, and provide guidance on how to approach such a project.
For a long time, apprehension towards cyber security and data protection, alongside challenges with decades-old legacy systems, meant that many businesses in the financial services sector were a bit behind the technology curve. Banks and other financial services companies weren’t typically known for their impressive websites or sleek digital processes, at least not until fairly recently. Those days are long gone now, though, as digital transformation and technology-driven innovation have changed the financial services industry forever.
Today, both your clients and employees alike expect a seamless digital experience when interacting with your services and processes. And meeting these expectations has become increasingly important over the past 10 years or so, as the more traditional finance businesses have faced disruption from trends like FinTech and digital banking.
But whether you’re a long-standing financial institution, or an early-stage FinTech start-up, there’s a common priority among businesses in this industry – you simply must keep up with the pace of technology in order to stay relevant with your customers and maintain your competitive edge.
Changing Demands from Your Audience of End-Users
The technology trends we’ve highlighted there will have caused you to shift large parts of your business model online over the past few years. Consequently, that will have created a range of new challenges for you.
Self-Service
Whatever services or products you provide, your clients now expect the same convenient, effortless experience they’re used to with the technology they use on their smartphones every day.
When interacting with businesses, most people want to be able to do everything for themselves online, ideally without having to interact with a sales-person or customer service rep. If you can’t enable this self-service in a simple and efficient way, your customers will be left frustrated.
Cyber Security and Data Protection
The amount of data passing through your business is mind-blowing. All that data can be placed at risk if any technology attached to your corporate network is not secure. When you’re working with such highly sensitive financial data and strict industry regulations, all your technology must be highly secure.
Responsive Design
Your digital systems need to be highly intuitive, dynamic, and, perhaps most importantly, simple and easy-to-use. That should ideally be the case for all systems, both client-facing and internal.
User Retention
If your current website feels clunky, unintuitive, or difficult to navigate, your clients will not hesitate to go elsewhere. While that may have been acceptable with cumbersome legacy systems in the financial services market 20 years ago, it’s simply not an option today.
People will leave a company’s website forever after one poor experience. This demonstrates just how important an excellent user experience (UX) is in retaining your user base.
Similarly, with internal systems like staff training portals or corporate knowledge bases, a poor UX will stifle adoption and usage of the technology. In turn, that will have a negative impact on your return on investment (ROI).
Using Bespoke Development to Overcome Business Challenges
In order to break down those barriers and overcome those challenges, many of the leading financial services companies have developed websites that are entirely bespoke.
Modern enterprise systems need to be dynamic, intuitive, and user-centric. Delivering on all those attributes often requires bespoke development, especially in an industry as nuanced and complex as financial services.
Your customers, partners, and clients must be able to interact with your services and access their data online, from anywhere, at any time. Not only that, but they also expect personalised content, tailored to their specific needs or challenges, at every stage of their user journey.
For that reason, it’s often necessary to take the route of a bespoke development project to ensure that your business gains exactly what it needs – and that your users get exactly what they want – in terms of both functionality and capability.
This covers all the possibilities and ensures your digital presence is tailored to your specific business objectives, the preferences of your users, and unique requirements, including:
- A bespoke website that differentiates you from your competitors
- An online portal, either for training internal users or providing a more engaging experience for your clients
- A new platform that can better integrate with your legacy systems
- A new content management system (CMS) that can provide greater flexibility and scalability
- A way to transform time-consuming, inefficient manual processes into a unique, easy-to-use digital tool.
Whatever it is your business requires, you can follow the simple, proven process outlined below to ensure your investment in new technology is a successful one.
How to Approach a Bespoke Development Project for a Financial Services Business
Understand the Purpose of What You’re Building
The first thing you need to do is reach a clear understanding of exactly what you’re trying to achieve with your website. Whatever you’re looking to build, it should align with, and support, your company’s strategic business objectives.
It should also meet a specific need or solve a specific challenge for the users it’s aimed at. This will help you begin to determine exactly what you need in terms of design, usability, and any other bespoke functionality.
Define Your Requirements in a Project Brief
A brief is a simple written document that lists all the key ideas and details you think are relevant to the website or platform you’re looking to build. Use this to list all your functional and non-functional requirements, as that will make the project as clear as possible for the design and development agencies you speak to.
Try to be as specific as possible to give yourself the best chance of having the project delivered on time, within your budget, and to your bespoke specifications. Without that specificity, you’ll likely be disappointed and could even end up drastically over-spending.
For a comprehensive guide to creating a brief that will set you up for a successful web design and development project, read our useful article here.
Evaluate Your Technology Options
In most cases, you’ll use a content management system (CMS) to build your bespoke site. This is a type of software-based platform that allows you to create, edit, and publish digital content across a range of online channels and devices.
Every bespoke development project will be different, so you should aim to select the CMS that best aligns with your objectives, requirements, budget, and other factors.
For example, WordPress is fast-becoming the platform of choice for many forward-thinking financial services businesses, because of the flexibility and fast time-to-market it offers.
To learn more about how to understand and evaluate the enterprise CMS options for bespoke development, read our helpful related article here.
Find and Select an Agency Partner
Building, managing, and maintaining a high-performance website in the current technology landscape can be very complex. It requires a wealth of expertise and experience, and also takes time. For that reason, the vast majority of businesses work with a web design and development agency to bring their vision to life.
The choice you make about which agency to partner with will have a significant influence on the success or failure of your project, so approach this decision with a great deal of care.
When you’re dealing with such a high volume of sensitive financial data, you must find an agency that understands and respects the critical nature of the work they’ll deliver for you.
You should consider the following qualities as non-negotiable for your an agency:
- Proven financial services sector experience and success
- A strong track record with complex bespoke development projects
- A long-term partner who can advise and guide you to make the correct decisions
- Certifications and accreditations
- Compliance with financial services industry regulations
- Secure hosting, with back-up, disaster recovery, and risk mitigation plans
- Security built into the core of every project
- Automated monitoring, maintenance, and support services
- Ongoing updates and optimisation for your platform
- Training and learning to help you gain maximum value from your investment.
What Are the Key Components of a Successful Bespoke Development Project in the Financial Services Sector?
There are some key components of a web development project that you can specifically include in your requirements before you speak to any agencies. These will ensure you minimise your risks and mitigate potential problems, both during and after the delivery of the project.
You should use these as criteria when assessing your agencies and your technology platform, as they should all be non-negotiable for any business in the financial services sector.
Hosting and Performance
Hosting refers to the physical and virtual data centres used to house your website. It’s crucial to ensure your site will be hosted in a secure environment, with an experienced, trustworthy provider, because this will have a significant influence on things like security and performance. You’re likely expecting to deal with a high volume of data and a large audience of users, so it’s crucial to ensure your website or platform can handle that.
Enterprise-Grade Security
Security is not an after-thought, it’s a critical priority. From your choice of hosting services, to your data back-up and disaster recovery, right through to the frequent testing of your live site. Always place this at the very top of your list of questions when speaking to an agency or a technology provider about developing something bespoke.
Personalisation
Providing your users with personalised services and content is another crucial capability for modern financial services companies, but not all platforms can facilitate this.
In order to ensure your end-users are having their experiences tailored to each individual, some bespoke functionality could be necessary.
Scalability and Multi-Site Development
As business growth is likely one of your key strategic objectives, your site must be able to support that. A scalable platform will allow you to seamlessly expand your online presence as your business grows and your needs change.
Integration with Back-End Systems
Like most financial services companies, your corporate network probably includes a variety of old and new systems and applications across all your different departments. If you’re going to have something new developed, you’ll need to build it on a technology platform that can seamlessly integrate with all those relevant systems.
Ease-of-Use
Whether or not a technology solution is a good investment or a bad one often depends on how easy it is to use, both for your team internally and your end-users. Usability is a key criteria
Time-to-Market
One of the great advantages of developing a bespoke site is that you can continue to iterate and improve it based on user feedback. However, you’ll want to ensure you’re able to do so quickly and efficiently.
Working with an agency, and a technology platform, that enables a fast time-to-market with your development projects is an important part of the process in terms of achieving positive ROI.
Ongoing Development and Optimisation
Following on from the previous point, your web development project shouldn’t stop at the delivery and deployment of your solution. Once your site is live, measure and analyse its adoption and usage. You can use that feedback to continue optimising its capabilities and functionality for the best possible results.
The Business Benefits of Bespoke Development
While technology does create its fair share of challenges for businesses that are unprepared or unwilling to adapt, it also presents a vast range of opportunities to those who embrace it.
A bespoke development project delivers something entirely unique and specific to your business, giving you a range of benefits and advantages, including:
- Improving your internal UX, creating greater operational efficiency
- Improving your external UX, providing more convenient, intuitive services to customers
- Streamlining mission-critical processes to reduce costs
- Building enterprise-grade security into the core of your systems
- Enabling real-time interactions with data
- Increasing customer retention and loyalty
- Achieving competitive differentiation
- Accelerating business growth.
In Summary
Financial services has always been a highly competitive industry, but with recent technology trends and changing consumer behaviour, it’s now more important than ever to have a strong, user-centric digital presence.
Not only do your clients and partners demand their data be handled in a secure, compliant way, they also expect a seamless, consumer-grade performance from all digital processes and services they use. Unexpected down-time, poor UX, or any similar frustrations will leave your customers unsatisfied and may put their loyalty in question.
In order to avoid these challenges and minimise your risks, it’s important to find the right agency, with the right technology, to create a website tailored to meet your strategic objectives and exceed your clients’ expectations.
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- In-depth research and careful planning
- Visual exploration and mood boards
- User experience (UX) design
- User interface (UI) design.
- 1,920px – For most external computer monitor sizes
- 1,366px – For most laptop screen sizes
- 992px – For most Notebook and iPad devices
- 768px – For most other tablet devices
- 375px – For most smartphones.
- A bespoke client-facing website that represents your brand and provides direct access to your products or services
- An internal web portal, either for training employees or for networking and sharing of information
- A bespoke intelligence platform with powerful data and analytics capabilities
- A new content management system (CMS) that can provide greater flexibility and scalability for a portfolio of multiple sites
- A unique tool to transform inefficient manual processes into a simple digital platform
- A bespoke website that integrates directly with a wide range of other back-end tools and technology, such as your CRM system.
- Experience working with businesses in the healthcare sector
- A strong portfolio of successful bespoke development projects
- The expertise to guide you and help you make the best decisions for your project
- Certifications and accreditations
- Compliance with healthcare sector regulations
- Security and data protection built into the core of your project
- Secure hosting supported by back-up, disaster recovery, and risk mitigation plans
- Ongoing support services to maintain, update, and optimise your site
- Additional advisory services to help you gain as much value from your technology as possible.
- Boosting engagement with customers, with an outstanding UX and personalised services
- Increasing customer retention and loyalty
- Enabling real-time interactions with data and greater analytics capabilities
- Higher adoption rates of internal systems and improved business performance
- Reducing costs by streamlining inefficient processes and removing outdated technology
- Strengthening your corporate network with enterprise-grade security
- Achieving competitive advantages in a highly competitive market.
- Plugins
- Bespoke development.
- Does it have a large number of positive reviews?
- Is it built by an author with a good reputation?
- How active and trusted is the author in the WordPress community?
- When was the last date the plugin was updated?
- Has it been updated regularly enough in the past?
- Does the code quality meet our standards?
- Does the code align with modern WordPress development best practices?
- Is the plugin compatible with the WordPress block editor?
UI Design
17 May, 2023
Preparing Your Website for Development after the Design Phase
The end-to-end process of web design is made up of a number of different phases that should all inform and complement each other.
When working with a web design and development agency, they should use their expertise and experience to guide you through this process, which consists of:
Once you’ve completed each of those phases and you have a design that you’re proud of, your agency partner will be tasked with preparing your website for development.
This article will explain the process of preparing a website for development, helping you understand what’s involved, what to expect, and how to approach it.
Designing Your Website Across Different Break-Points
In a recent article, we explained how the purpose of your UX is to help your visitors complete a task or process on your website as easily as possible, ultimately leading them to follow a call-to-action.
Your UX is brought to life by your UI, which includes all the visual and interactive elements of your website, from colour and font to buttons and scrolling.
Towards the end of the UI design phase, the next step will be to roll out your designs across a number of break-points.
Break-points are the screen sizes of devices that your design will fit within. This allows your website to be designed as responsive and optimised for use across a wide range of different devices and channels.
This is important because certain aspects of your site may not translate down perfectly across different screen sizes.
Here at SoBold, we design sites across the following break-points, but this may vary from agency to agency:
If you want your website to be designed as mobile-first, it’s important to raise it at the beginning of the project so your agency can create your wireframes in that context. However, you should only ever make that decision based on real data regarding your target audience’s preferences.
In this case, your agency should work with you to conduct some additional research and determine the best screen size for your particular audience. This will ensure the UX designers work with the right starting point for your high-fidelity wireframes.
A Thorough Hand-Over from Design to Development
This phase of a website project involves a process that takes a lot of careful work and close collaboration between the different teams within an agency.
Here at SoBold, we make a point to ensure the design team talks the development team through all the work they’ve done on your mood boards, UX design, and UI design in detail. This includes explaining the decision making process behind everything they’ve designed.
While a lot of agencies will just hand the designs to the developers and ask them to start building, we believe this is something that should be treated as more of a team effort. Doing so as a core part of our process has proven to add tremendous value to the work our clients have received in recent years.
It’s beneficial to the overall project for the developers to fully understand why the decisions have been made about the designs. It’s also important that they’re given a detailed run through of what they’re building within the context of the whole site.
For example, there may be a fairly complex block which is built early on in the development process. If the developers are made aware that slight variations of this same block will be used several times throughout the site, they can save valuable time and work more efficiently by repurposing the first block when it’s first built.
This hand-over is crucial in ensuring the development process runs smoothly, providing you with a high-performance website that meets your expectations, delivered on time and within budget.
A Well Designed Website Ready to Be Built
After the hand-over is complete, your agency will be able to export all your design assets and the developers will begin building your website.
While web design may seem straightforward when explained like this, in reality it’s a complex process that requires a great deal of specialist skills and expertise. That’s why it’s so important to have the support of an agency partner you can trust and rely on to guide you.
Working with a talented agency will ensure you’re able to create a unique design that will resonate with your target audience and help you achieve your strategic business goals through your new website.
Keep an eye out for our upcoming blog series where we’ll walk you step-by-step through the web development process, making it far more approachable and easy to manage for you.
If you’d like to discover how generative AI technology is transforming the web design and development space, read our recent article here.
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Digital Business
10 March, 2023
How Healthcare Businesses Should Approach Bespoke Web Development to Set Themselves Up for Success
Many businesses in the healthcare sector require some form of bespoke web development in order to remain competitive today. But entering into a bespoke development project can be a daunting challenge, with plenty of risks attached to it.
This article will answer your pressing questions about bespoke web development, and provide you with a step-by-step guide to set yourself up for success when approaching your own project.
In recent years, modern healthcare has been driven forward by great advances in technology. Organisations in the healthcare sector have leveraged cutting-edge digital technology to transform the way healthcare services are delivered for the better.
But with that positive change comes a shift in expectations to improve technology across the board.
Whether you’re a practitioner or a healthcare solution provider, you now must deliver your services to your end-users through the latest digital channels if you want to keep up with the rest of the industry.
If you’re unable to meet modern expectations for an effortless consumer-grade user experience (UX), your clients and partners will be left unsatisfied and may look elsewhere for a more convenient alternative. This can also apply to your internal systems and processes, as your employees also want intuitive digital tools in order to do their work efficiently and effectively.
To achieve this, you need a sophisticated website that serves your users in a way that’s specifically tailored to their needs and preferences, while also supporting your strategic business objectives. Given the complexity of the healthcare sector, that will likely require you to develop a website with bespoke features and functionality.
Of course, any website you develop also needs to be secure and compliant, and flexible enough to adapt as your business grows or healthcare technology trends continue to evolve.
Going Beyond the Basics with Bespoke Development
While a more straightforward, simple website may be sufficient for small and medium-sized businesses, such a limited approach will prevent companies in the healthcare sector from retaining clients and staying competitive.
If you’re struggling to deliver exactly what your clients or other users are looking for, particularly in an industry as technical as healthcare, you may need to build a bespoke website. This could include anything from:
With a bespoke development project, the possibilities – and opportunities for innovation and growth – are virtually endless. You can discuss your current business challenges among your team, and then create something purpose-built to solve those specific challenges.
Of course, coming up with an idea for an exciting new site is the easy part. For many businesses, it’s an additional challenge to know where to go next. To make that easier for you, we’ve provided a simple, proven process here to help you plan and launch a bespoke web development project that will set you up for success.
A Process for Approaching Your Bespoke Development Project
Start with the “why” and think about what you’re trying to achieve
As touched on above, it’s important to have a specific reason for building a bespoke site. Whether it’s to achieve a strategic business goal, like customer growth, or overcome a prominent challenge, like inefficient processes, you need a clear purpose.
Determine exactly what you’re trying to achieve with your website and why it’s being developed. A big part of this will also relate to delivering on a specific need or solving a specific problem for your users as well.
Thinking of how it will help your users in a valuable way will make it easier to understand what sort of features and functionality you’ll require.
List all your requirements and use them to create a project brief
Once you’ve completed that first step, you’ll already see a list taking shape, with requirements for design, usability, capabilities, and so on.
Note down all those things your website needs to do and use that to create a project brief. This is a simple written document containing all the ideas you think are relevant to your site, including both functional and non-functional requirements.
The purpose of this is to make your request as clear as possible for the design and development agencies you speak to.
The more specific and detailed your brief is, the better, and that includes things like your initial ideas for cost and timelines. This will help ensure your agency will deliver what you’re asking for on time, within your budget, and matching your specifications. Without a clear, specific brief, you could wind up disappointed and maybe even over-spending.
Evaluate the options for a technology platform to build on
Most websites on the Internet are built using a content management system (CMS). This is almost certainly the type of platform you’ll want to use to create, edit, and publish all the content on your website and manage things behind the scenes.
Every business is unique, and every bespoke development project is different, so you need to use the work you’ve done in the previous two steps to help you select the right CMS.
By this point, when you’re evaluating platforms, you should already know your objectives, your requirements, your users’ needs, your budget, your existing technology stack, and so on.
Take all these factors and use them to determine which CMS is the best suited to deliver exactly what you want.
Something that’s important to note is that integrating a new website with other systems can be complex, particularly if you’re building your site on a new platform rather than an existing one.
When planning a bespoke development project, you’ll need to consider how easily your new platform will integrate with your other systems.
We recently produced a helpful series of articles comparing some of the leading CMSs for enterprise website development. You can read those here:
Find the right agency partner to design and develop your site with you
As mentioned earlier, you’ll likely need to find a design and development agency to partner with in order to create a bespoke website.
Building, managing, and supporting a high-performance website in the current technology landscape is extremely difficult, especially in a strictly-regulated industry like healthcare.
Not only should you look for a partner with a proven track record of delivering bespoke websites, you should also try to find one with healthcare sector-specific experience as well.
Which agency you choose will have a significant impact on whether your development project is successful, but also on whether or not your new website is successful in the long-term as well. It’s a decision that mustn’t be taken lightly.
Some of the qualities and capabilities that are important to look for when assessing your options for an agency partner include:
What Does a Bespoke Website Require to be Successful?
Once you’ve found a CMS and an agency you’re comfortable with, the next step will be to design and develop your bespoke website.
This will involve working to the requirements you noted in your project brief, but there are also some essential qualities and characteristics of a successful website in the current digital business landscape:
Enterprise-Grade Hosting
Ensure your agency can provide enterprise-grade, secure hosting, ideally with managed services, from a trustworthy provider. Not only is your hosting environment responsible for the security of your site and protection of your data, but it can also influence the speed and performance of your site.
If you’re in a position to build a bespoke website, you’re likely going to be dealing with a high volume of data and a large audience of users, so it’s important that you have a hosting service that can manage that without any disruption to your services.
User Experience
Whatever services or products you provide to companies in the healthcare sector, a great UX is the foundation of any successful website. People working in almost all industries now expect the same convenient consumer-grade experience they receive from the technology they use in their personal lives. Your website needs to be as quick and easy-to-use for your visitors as apps like LinkedIn and Amazon.
This also applies if the sites you’re looking to build are internal-facing for employees. Workforces now also demand a seamless experience with company systems, and providing this will create gains in efficiency as well as competitive advantages.
A great UX usually leads to a strong ROI.
Performance and Functionality
Your website connects you directly to your clients. Flip that to your client’s perspective, your website is a direct reflection of the quality and professionalism of your services.
If your website is slow, or doesn’t give your users what they need in terms of performance or functionality, they won’t hesitate to look elsewhere.
Security
Businesses today run on data. The data of your clients, partners, and your own critical data will be at risk if any technology attached to your network is not secure.
As mentioned earlier, you need to make sure your site is hosted in a secure environment with robust data protection measures in place. But security isn’t just about hosting. Security also comes down to a wide range of best practices, like regularly testing your site and updating your platform.
When your clients and partners are working with highly sensitive medical data, all your technology must also be highly secure and compliant with industry regulations.
Again, these are all critical things that your agency partner should be experienced enough to handle for you.
Personalisation
Personalised user experiences are becoming increasingly important for businesses to deliver to their clients and employees these days. One of the key advantages to a bespoke website is that you’re able to provide each of your users with personalised content and services, tailored to their needs, at each stage of their user journey.
Scalability and Agility
More often than not, a bespoke website is a key point of differentiation and an enabler of business growth. When you begin to achieve that growth, your requirements will evolve and your website will need to be agile enough to adapt easily without disrupting business continuity.
When planning and building your new site, ensure it’s developed with long-term growth and seamless scalability in mind.
The Benefits and Advantages of Bespoke Development
If you’re able to follow this process and incorporate some of these qualities into your new bespoke website, you’ll have something completely unique to your business. This should set you on the right path to accelerated business growth. But a bespoke website, once built and deployed, can begin to deliver a range of additional benefits and advantages too. These include:
The Healthcare Sector Runs on High-Performance Websites
As technology continues to evolve and drive more disruption, it’s becoming increasingly important to keep up with the resulting trends. A bespoke web development project allows you to reach beyond the limitations of a basic website and give your users exactly what they need from your services.
It also enables you to create a high-performance website that’s entirely unique to your business, differentiating you from your competition.
In the current healthcare sector, it’s easy to appreciate why this is quickly becoming a necessity, rather than a “nice-to-have” for many leading businesses.
Discover how global healthcare group, Clanwilliam, used bespoke design and development to take their brand to a new level and transform the capabilities of their marketing.
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Development
21 June, 2023
How to Determine When to Use WordPress Plugins and When to Use Bespoke Development
When developing a high-performance website with WordPress, certain requirements will demand that your agency partner goes beyond the “out-the-box” functionality of the platform.
There are two main ways your agency partner may work with you to build out custom functionality:
While plugins are the go-to option for many small and medium-sized businesses, it shouldn’t always be such a quick decision between those two options. If you’re working on an enterprise-grade website, your agency should always give careful consideration when determining the best approach in every scenario.
In this article, we’ll help you understand how to determine the right option between plugins and bespoke development for your own WordPress website.
Why Are WordPress Plugins so Popular?
Since WordPress is an open-source platform with a very active global community of web developers, there are tens of thousands of plugins readily available. For almost any use case you can think of, there’s almost certainly a plugin for it; probably even several.
Plugins serve so many businesses so well because they’re pre-built functionality that quite literally plugs into your platform.
One of the main reasons plugins are so popular, especially for smaller businesses, is because they’re usually free. This provides a great cost benefit over bespoke development, on top of the obvious benefits in the speed of attaining the new functionality as well.
Why You Should be Careful with Plugins
Despite their popularity, there are downsides to plugins too.
Relying on too many plugins, or using low quality plugins, may slow the speed of your site down significantly. A good WordPress development agency will try to keep the use of plugins at a minimum to ensure the speed and performance of your site isn’t compromised.
Poorly built plugins, or ones that aren’t maintained sufficiently, could also cause glitches and errors to occur with the functionality they’re adding to your site.
Security is another concern with certain plugins. If a plugin isn’t maintained and updated regularly, this will create vulnerabilities in your platform that could be exploited by malware or cyber security attacks. These vulnerabilities could also creep in if your plugins are auto-updated and left untested by your agency partner.
Some less experienced agencies often fall into the trap of using too many plugins, while others are simply unaware of the risks associated with plugins from untrusted sources. This has given a bad impression of plugins in some circles. The missing ingredient there, however, isn’t the value of plugins, it’s the agency’s best practices.
When to Use WordPress Plugins
If there’s a feature you need to add to your site that’s already been built perfectly in a trustworthy plugin, it’s worth considering that approach instead of building something from scratch.
However, here at SoBold, we ensure a strict set of best practices are followed, and due diligence conducted, every time we’re considering using a plugin.
We’ll always make thorough checks to ensure any plugin we use is best-in-class, aligned with our high-performance standards, and so should any other agency you work with.
This will include asking questions like:
Before implementing a plugin on your platform, your agency should also use it in a local testing environment to ensure it functions as expected.
The majority of plugins are reliable, offering a quicker and easier approach than building something bespoke. However, there are many cases where bespoke development is the more suitable option.
When it’s Better to Use Bespoke Development
When it comes to sophisticated, dynamic websites, plugins may not be capable of delivering the required level of performance, security compliance, or functionality.
In these cases, your agency will turn to bespoke development to deliver what you need. This is often the necessary approach, because high-performance websites do require some complexity behind the scenes. And WordPress is arguably the best platform available today for bespoke web development.
Building out your platform by creating new features completely from scratch, tailored to your exact need, brings with it a wealth of advantages over using plugins.
This is particularly beneficial in terms of flexibility and customisation, giving you something entirely unique to your website. You’ll have complete control and ownership of your bespoke features, which provides greater security and seamless integrations with the rest of your technology systems.
Performance will almost always be superior with bespoke development, delivering a far greater user experience (UX) and improving your customer engagement as a result.
Bespoke development could even be more cost-effective in the long-run too, when compared to plugins that turn out to be problematic or aren’t updated past a certain point.
Rely on Your Agency’s Expertise
Determining whether to use a plugin or build something bespoke will be a decision your agency should guide you to make correctly.
Each website and each business are different, so the right option will be unique to your own requirements and circumstances. Therefore, it’s also worth mentioning that this must be specific to each individual requirement as well, rather than taking a blanket approach.
The decision shouldl be based on the most straightforward way to give you the capability you’re looking for. It will also involve ensuring that your site’s security, performance, and UX are maintained. Another important factor to consider are your circumstances, such as your budget, timeframes, the amount of traffic your website is likely to encounter, and so on.
For example, if your agency knows that one of your top priorities for your website is excellent performance, they’ll make different decisions in that case than they would if you were more concerned with the fastest possible time-to-market.
Some businesses even use plugins in the first phase of their website, then look to rebuild their plugin-based functionality with bespoke development when their business grows, or when they have more time and resources available.
It’s important to trust your agency partner with this decision and rely on their advice. This is why it’s so valuable to work with an experienced agency who understands your needs, so they can help you make the right choices and take the best possible option.
Finding the Right Balance for Your Website
Plugins can be very useful, and it must be said that many WordPress plugins are outstanding in their capability and quality. However, if your specific requirements demand more than a plugin can deliver, bespoke development will be the correct approach.
Regardless, it’s crucial to find the right balance to ensure your site’s performance, speed, and security are maintained.
Ultimately, your agency partner should always consider the specific requirements and circumstances of your project before deciding whether to use plugins or build bespoke functionality for your site. This makes it even more important to work with an experienced agency you can trust to guide you.
Discover more about the scalability and flexibility of the WordPress platform, and its ability to deliver complex requirements for enterprise websites, in our related article here: Just How Scalable is WordPress?
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Development
9 June, 2023
Exploring the End-to-End Process of Website Development
Approaching a website development project can be daunting if you’re unfamiliar with the process and unsure what to expect. In this article, we’ll provide a detailed overview of the web development process to help you understand what’s involved, making it easier for you to approach a project yourself and avoid any pitfalls.
Your Role as the Client
If you read our recent series of in-depth guides through the end-to-end process of web design, you’ll know that process will usually involve a lot of collaboration between you, your team members, and the agency you’re working with.
Once you’ve been through that process and your design is complete, you’ll need to move to the development stage of the project to bring your designs to life.
You’ll likely have less involvement in the development stage, and less collaboration will be required, so your role will primarily be to sit back and relax while a team of skilled developers do their thing.
Depending on the project size, complexity and project management approach, you may have some touch-points with your agency partner throughout the process. If you are taking an Agile approach, this may include sprint retrospective meetings, or if you are working in a different way, this may just include short demonstrations, walk-throughs of certain pieces of bespoke functionality, or it could just be allowing you to start familiarising yourself with different features as they’re being built.
A Smooth Handover from Design to Development
One of our core qualities here at SoBold is ensuring the design and development processes work closely together. That’s achieved by not only having a very integrated design and development team in the office, but also ensuring we hold a thorough, detailed handover meeting between the designers and the developers at this stage. This serves as a key aspect of every project we work on.
The purpose of this is to give the developers a full understanding of the website or platform they need to build before any work begins, reducing the risk of error and accelerating the delivery time.
Every agency will have their own approach to this. It should usually involve the project designer(s) and project manager(s) walking the development team through everything that took place during the design process and explaining the thought process behind the decisions they’ve made. They’ll also give suggestions and guidance for how the design might be best approached from a development point of view.
Any questions the developers have about their task at hand can be answered during the handover meeting, and at any time throughout the development process, allowing the development work to flow efficiently and effectively.
The Benefits of Working with a Full-Service Web Design and Development Agency
It’s so important to align your web designers and developers, because, more often than not, there are fundamental differences in how they think and approach their work. If you decide to work with an out-and-out web design agency to design your site, with a separate development agency building it, you may encounter gaps in understanding between the two processes.
Working with an agency partner that has specialist expertise for both disciplines in-house will ensure your website is delivered on time, within budget, and directly aligned with your requirements. Having designers and developers in the same team who can share knowledge throughout the processes will almost always result in the delivery of a higher quality project too.
Building Your Website
With the handover complete, the developers will begin building your website.
Most development agencies will likely start with setting up the base. This involves setting up the base styles of the site which includes and is not limited to default colours, typography styles and global components – including button and link styles.
Once the base is set up, your developers would typically move onto the navigation and footer set up before moving onto building out all the page templates and blocks in the design should they be taking a block based approach.
Part of this process will often involve integrating certain components of your site with other systems you use within your business.
Peer Reviews and Testing to Maintain High-Performance Standards
It’s important for your agency to review and test internally all the elements that have been built, so any bugs are identified and rectified as early as possible.
Again, different agencies will have differing approaches to this. Here at SoBold, we leverage the size and experience of our team to conduct a thorough peer review process on every single component we build.
Following this internal review process, you’ll usually be given a link to your site in a staging environment.
All your content will have likely been carried over from your existing site and redirects should also be in place so that when you push the site live, any old redundant links will be redirected to the appropriate page on your new site.
If you have any live marketing campaigns running, it’s important to ensure your development agency and your marketing team (or agency) are in regular communication prior to this, so they can keep your campaigns updated in line with your new site’s launch.
Smooth Sailing Post-Launch
Once your new website is live, you’ll likely have a period of time whereby your agency will be on hand to fix any bugs that relate to the content on the new site. Here at SoBold we work with our clients for a period of 30 days following the launch of their sites, and any ongoing support beyond this 30-day bug-fix window will require a separate maintenance agreement.
Your agency should also go through the back-end of your platform with you, so you know exactly how to make changes to your website. For the most part, agencies will understand how important it is for you to be able to manage the site yourselves internally, and this is something we believe is crucial for you to be shown in detail at the end of the development process.
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Latest from agency
19 May, 2023
WebFlow vs WordPress: Which Platform is Right for You?
Finding a content management system (CMS) that is secure, cost-effective, and capable of delivering a website that meets all your requirements can be challenging.
As we’ve discussed in a previous article, there are lots of excellent CMSs available today, and it’s difficult to know which one will be the best fit for your specific business.
While most CMSs appear similar on the surface, with the same fundamental functionality, popular platforms like Webflow and WordPress have unique features and capabilities that differentiate them from each other.
So, selecting between these two different platforms is an important process that requires careful consideration. After all, your CMS is a long-term investment, and you need to know exactly what you’re getting before you make your decision.
To ease this challenge for you, this article will provide a direct, objective comparison between the Webflow and WordPress platforms.
An Overview of Each Platform
You want a CMS that will enable you to build sophisticated, high-performance websites, tailored to your business, with a set of tools that are simple and easy-to-use.
Webflow and WordPress can both give you exactly that in their own distinctive styles. Both platforms allow you to build and manage complex websites without deep technical knowledge, but they each take slightly different approaches.
Webflow
Webflow is a software-as-a-service product, not a typical CMS. That means it doesn’t require any hosting and is primarily delivered via Amazon Web Services (AWS) cloud servers.
As it’s a complete, mostly self-contained SaaS application, with everything built-in to it from the start, you can get up and running with your Webflow website quickly and easily.
You can use Webflow as a basic no-code website builder straight away. However, as you’ll certainly want to create a more dynamic, engaging website with a high volume of content, you’ll have to enable its CMS functionality to get up and running properly.
WordPress
WordPress, on the other hand, is a more traditional CMS, intended to build highly scalable, dynamic websites full of rich content. The platform will need to be downloaded on to hosting servers, which can all be taken care of for you if you’re going to be working with an agency partner.
WordPress is also a free, open-source platform, which means all users have access to its code. That allows talented developers to contribute to improving the platform with innovative new additions and enhancements on a near-constant basis.
As WordPress is used to build almost half the websites online today, it also has a global community made up of millions of users who offer support, collaboration, knowledge sharing, events, and much more.
Approachability and Ease-of-Use
A shared benefit of both Webflow and WordPress over certain other CMSs is their ease-of-use.
Both these platforms are approachable with low barriers for entry, even if you don’t have any existing coding or content management experience.
Webflow’s Usability
As a low-code or no-code SaaS tool, almost anyone can use Webflow to build a website.
It provides a visual drag-and-drop builder with an emphasis on enabling users to create websites quickly and easily.
When using the CMS functionality to add more content to your website, like blog posts, the CMS is simple, allowing you to publish and manage the pages of your site with great efficiency. This is in the style of a classic content editor, which will probably be familiar to you.
WordPress’s Usability
Almost anyone can use WordPress as well, even if you have no previous content management experience, hence its global popularity. In fact, simplicity and usability are arguably some of WordPress’s greatest strengths.
Almost everything you’ll need to set up and manage your website will be readily available when you first start using WordPress, making it very approachable. The platform provides you with an intuitive user interface (UI) that allows quick and easy publishing, management, and editing of content.
This is made even more efficient thanks to WordPress’s block-based editor. This is a method of building websites that offers significant advantages in flexibility, scalability, and ease-of-use.
Particularly for large-scale websites that are likely to grow and evolve, this can save your developers valuable time and money, while also reducing your time-to-market.
You can learn all about the advantages of the WordPress block-based editor in our related article here.
Their Features and Functionality
For your investment in your CMS to be successful, it will need to have a range of features and functionality which allow you to create a website that delivers on your business objectives.
Webflow’s Features
As touched on earlier, Webflow is a SaaS application in which almost everything you need is included as standard.
The core Webflow platform is all you need to build your site, although your agency will be able to add extra features for you by embedding code snippets from other services if you need them.
For example, if you want to create the ability for your visitors to subscribe to your site as members, you could take code from another platform that facilitates subscriptions and use that to integrate the functionality.
This is where the platforms start to deviate in approach. Webflow’s self-contained nature perhaps makes it a simpler platform because it doesn’t require many plugins, but that also makes it a lot more limited than WordPress.
Because Webflow doesn’t offer any plugins, you won’t be able to add many extensions that work directly in the Webflow interface. This prevents you from having one unified approach to your website management and marketing.
WordPress’s Features
Most of the things you require to publish content and manage your website on a daily basis come readily available on the WordPress platform. WordPress’s sophisticated, dynamic features that come “out-of-the-box” are a great point of value.
However, if you do need to go beyond the standard functionality of WordPress, that can also be done with relative ease. Working with an agency with WordPress-specific expertise means that you can develop bespoke features and functionality unique to your website with almost no limitations.
This allows you to tailor your CMS to meet your specific needs, and working with an agency to achieve this can still be very cost-effective.
Not only that, but passionate members of the global community are always working hard to create new features and extensions that continue to improve the capabilities of the platform for free.
How Well do they Integrate with Other Systems?
Beyond features, extensions, and plugins, your platform of choice should also be able to integrate easily with other tools and systems that are already present within your business.
Integrating with your customer relationship management (CRM) platform, your email marketing system, and other software products is an important quality for a CMS to have.
Integrating with Webflow
While Webflow can integrate with some third-party tools, this is another area where the platform is somewhat limited. You can integrate your Webflow site with other tools, but there aren’t many native integrations available. Your agency partner will need to use more code embeds to achieve this, and you’ll have to use separate interfaces in many situations.
For example, using a lead generation form from your CRM on a Webflow site will require you to build the form in the CRM first, then add it to your web page using the embed code.
Not only does this approach create inconvenience for you and your team, but the extra time spent by your agency on more complex integrations will increase the overall long-term cost of the platform.
Integrating with WordPress
Thanks to WordPress’s vast popularity, and the work of the global community, there are native plugins that can seamlessly integrate your WordPress site with almost any other tool or system.
Simply add a plugin for any third-party tool to create the ability to access that tool’s functionality directly within your WordPress CMS.
Even for more advanced requirements that need some bespoke development, like cross-platform automation, it’s usually an easier job for your development agency than it would be with most other platforms.
How Secure Are these Platforms?
Security should be a top priority when selecting a CMS. Concerns over cyber security and data protection are ever-increasing for businesses, so you need to ensure something as important as your website is fully secure.
Webflow’s Security
Webflow is mostly based on AWS, an industry leader in secure hosting, so you can rest assured your platform will be highly secure. Webflow also has additional protective measures in place to bolster the security of all the data on the platform.
Again, because it’s a SaaS product, this all comes out-the-box and doesn’t require you to take any steps yourself to secure your site.
However, that does mean you’re entirely reliant on Webflow to ensure that security is continually updated and reinforced. Neither you nor your agency partner have any control over the security of your site, which some businesses see as a negative.
WordPress’s Security
Your agency partner will typically be responsible for the hosting, maintenance, and security of your WordPress platform. We mention hosting and maintenance here because these things are influential towards ensuring your platform, and your website, are kept secure.
WordPress is already a very secure platform out-of-the-box, though. There’s no need to think that WordPress’s protection is not robust enough for a large business, even in today’s volatile security landscape. Evidence of this security can be found in the number of global enterprise businesses that have chosen WordPress as their CMS.
Of course, there are vulnerabilities that can arise in certain scenarios, like if your platform isn’t kept fully updated on a constant basis. For this reason, it’s crucial to work with an agency partner who you can trust and rely on when it comes to security, including enterprise-grade hosting and continual platform maintenance.
You can learn more about the security of the WordPress platform in our in-depth guide here.
You can also discover 10 useful tips to further improve WordPress security and minimise your risks here.
The Overall Cost and CTO
As mentioned earlier, your CMS is not only a big investment, it’s also a long-term one. You ideally need to find a platform that offers good value for money, and a low total cost of ownership (TCO), in order to achieve a strong return on investment (ROI).
Your TCO will be determined by combining everything from your hosting costs, license fees, work with your agency, maintenance, bespoke development, and more.
Webflow
In terms of costs and plans, Webflow is more expensive than WordPress. This SaaS product offers two different types of plans, a site plan and a workplace plan.
The average enterprise business with a dynamic website will be looking at costs of between £300 and £500 with Webflow. This makes it a far more cost-effective alternative than large-scale CSMs like Sitecore.
As discussed throughout this article, though, Webflow’s lack of native plugins and integrations will also make bespoke development work more difficult and time-consuming for your agency. This will inevitably drive up the platform’s TCO, and that’s something you should carefully consider when evaluating your options.
WordPress
WordPress is a more cost-effective platform, with a generally low TCO for most businesses. Its open-source nature means it’s free to use, limiting your initial costs to just hosting, agency fees, and post-deployment support. Any plugins or extensions of the platform will be licensed and paid for separately.
Since WordPress is such an intuitive and easy-to-use platform, any bespoke development work you need your agency partner to complete will still come at a reasonable cost. Similarly, whenever the WordPress platform is updated, testing and maintaining your site can be done in just a few hours. This creates a significantly lower TCO than you’d have with almost all other enterprise CMSs.
Make the Right Choice for Your Business
Webflow and WordPress are both good platforms in their own right, with plenty of value to offer. The key thing to understand when making this comparison is that your CMS of choice needs to align with your business’s unique requirements and specific objectives.
For instance, Webflow might be a suitable choice for one of your smaller competitors, but that doesn’t mean it will necessarily be a good fit for you if you need more advanced features and functionality.
Whether you’re developing a bespoke website from scratch, or migrating your existing site to a new platform, you must ensure your CMS can deliver on your needs both now and as your business grows over time.
If you need further help selecting a CMS for your website project, read our comprehensive guide to understanding and evaluating the options for large businesses here.