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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- 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?
- Read our comparison between Sitecore and WordPress here.
- Read our comparison between Drupal and WordPress here.
Industry News
31 March, 2023
The Top Five Business Benefits of WordPress’s Scalability
In a recent article, we explored the topic of scalability, specifically how much scalability the WordPress platform offers. In this case, scalability refers to how WordPress allows you to expand and grow your website with more content, capabilities, features, and functionality.
Scalability is a key influence on whether your investment in your content management system (CMS) of choice will be successful, whether that’s WordPress, Drupal, Sitecore, or any other platform.
When long-term, sustainable business growth is a top priority for your business, you need total confidence that your website can scale to support that growth as your requirements evolve.
WordPress is renowned for its scalability, as it allows you to easily create new features and functionality at will, without the need to invest further time and resources into more development work.
If you do select WordPress as the CMS to build your website, and are able to leverage its industry-leading scalability, this will provide you with a range of benefits and advantages.
1 – Efficiency and Ease-of-Use
With WordPress, it’s extremely quick and efficient to build your website and subsequently add a high volume of new content whenever you need to, without losing any accuracy or quality.
Whether it’s your team or your agency partner managing your site, WordPress is convenient and easy-to-use.
This ease-of-use also applies when it comes to building bespoke features and functionality, so you can keep adding new capabilities as your requirements become more advanced.
2 – Flexibility and Creativity
The WordPress platform is built on the most popular development language in the world, PHP. This language is currently used by more than three quarters (77.5%) of all websites with a known server-side programming language.
This provides tremendous opportunity for creativity, as you and your agency partner can build virtually anything your site needs and integrate it with the platform. That gives WordPress a significant advantage over CMSs built on other less popular development languages.
WordPress also comes with a vast range of plugins which add new functionality, or enhance existing functionality, for your site. Plugins are an essential aspect of WordPress development, because it’s simply not practical or cost-effective to build absolutely everything bespoke.
However, it’s important to note there are some potential drawbacks with plugins that we’ve detailed in a related article, which you can read here.
Ultimately, the support of a trusted agency partner will help you ensure your use of plugins is well advised and risk-free..
3 – Low TCO
This dynamic scalability and great ease-of-use mean that you can use WordPress with a much lower total cost of ownership (TCO) than most other CMS options.
Working with a platform as intuitive and agile as WordPress will prevent you from having to pay for costly extra work to build out new features and functionality for your site.
When you have a new requirement, you can simply use a quality plugin or ask your agency partner to create something bespoke. Both approaches will be quick and cost-effective.
Either way, when compared to other platforms, WordPress delivers unprecedented value for money. This provides you with more budget available to reinvest in improving your site with further innovations.
4 – Fast Time-to-Market
Similar to the above point, WordPress allows you to achieve a much faster time-to-market with your site than most other platforms when developing new sites, features, or capabilities.
From a long-term perspective, as your business grows and new requirements emerge, WordPress can continue to quickly expand and grow easily with useful new features.
This allows you to execute on tactical and strategic requirements as quickly as possible, keeping up with user demands and market trends.
5 – Competitive Differentiation
The aforementioned advantages WordPress has over other CMSs allow you to create innovative bespoke features for your site at scale, at speed, and within a reasonable budget.
This naturally begins to help you gain a competitive edge over your competitors. A high-performance web presence that is dynamic enough to scale with speed and efficiency is a point of differentiation in today’s fast-moving digital business landscape.
Platform Selection is a Key Decision
Scalability should always be an important part of your criteria when selecting a CMS to build your website. WordPress’s scalability, and the resulting advantages discussed in this article, make it one of the best platforms available today.
When you also consider that some of the world’s biggest businesses have websites built on WordPress, that argument becomes even more easy to get behind.
If you’d like to learn more about how some of the world’s leading businesses use the WordPress platform at scale, read our related article here. We also provide useful tips and advice to make creating sophisticated new features and functionality easy for you.
Of course, building, managing, and scaling a high-performance website is a complex challenge. As with any CMS, it’s crucial to find the support and guidance of an experienced agency partner to ensure you’re leveraging the platform to its full potential.
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Digital Business
7 November, 2022
The Top Five Benefits of WordPress for Large Businesses
If you’re responsible for marketing, you’ll be well aware of the importance of a great content management system (CMS) for digital products like your website, mobile apps, staff portals, and so on. You may even need to create bespoke digital processes or systems unique to your business, such as internal training platforms or communications channels.
WordPress is the most popular CMS available today, powering almost 45% of the world’s websites. That popularity is on the rise, too, as more and more businesses realise the vast potential of the platform and the benefits it can deliver.
However, there’s still a misconception that WordPress isn’t suitable for large businesses. That’s no more than a myth, though. In fact, some of the biggest companies in the world use WordPress for their CMS.
But what are the specific reasons why that popularity has spread into the enterprise market over the past decade or so? To answer that question, let’s take a detailed look at the benefits and advantages WordPress offers large businesses:
1 – Scalability and Agility
WordPress is famous for its high level of scalability. However large your company, or the size and complexity of your site – as well as the amount of traffic passing through it – WordPress won’t have any problem managing that load.
Scalability is one of its most prominent advantages for large businesses, because it’s also agile enough to easily evolve and grow alongside your changing requirements.
The platform is more robust than most realise as well, with enterprise-grade performance and speed. This great performance also means user adoption and retention will always be high, helping you drive strong return on investment (ROI) on all the digital products you build.
2 – Flexibility and Customisation
WordPress is equally renowned for its flexibility and customisation, which are particularly useful for complex or bespoke development projects. You can use its flexibility to build bespoke features and functionality into your website or create an entirely unique system from scratch.
In large organisations where company-specific processes and workflows are common within your sites, this makes WordPress a highly beneficial option.
3 – Fast Time-to-Market
Thanks to its simplicity and intuitive usability, WordPress is a very efficient platform to build with. That gives you the advantage of delivering development projects with a very fast time-to-market. This is a significant benefit of any CMS, as it helps you save time, reduce costs, and provides more opportunity to test, iterate, and innovate.
4 – Integration
WordPress is very easy to integrate with other systems. Because most large enterprises have a lot of legacy technology to consider when implementing new systems, this is a huge benefit WordPress has over more cumbersome CMSs.
WordPress also integrates very well with back-end systems that are vital to your daily operations, such as HubSpot, Salesforce, PowerBi, and so on. This minimises disruption to your business while integrating WordPress into your existing tech stack.
5 – Low TCO and Strong ROI
WordPress comes with a very low total cost of ownership (TCO) when compared to other options. Unlike most CMSs, you won’t need to invest heavily in adding new features or capabilities, and you won’t need to worry about expensive extra work to manage upgrades or updates from the platform.
Because WordPress is so agile and rich with dynamic capabilities and features, it’s also proven to deliver strong ROI in both the short and long-term.
From a long-term value perspective, your initial projects won’t just stop at initial implementation, either. As your project or requirements evolve and your business grows, WordPress can seamlessly adapt and grow with you.
Other Points to Consider
It’s important to remember that every business, and every project, is different. While the benefits listed here do make WordPress an excellent CMS, you should still carefully evaluate how well it aligns with your specific objectives, requirements, budget, and other needs.
It’s also important to understand that most businesses will need the support of an agency with platform-specific skills and expertise to help you leverage a CMS to its full potential. As is the case with all platforms, it will be vastly easier to achieve your objectives and gain greater ROI, if you have the support of an experienced specialist partner to guide you.
If you’d like to learn more about WordPress, or need help deciding whether it’s a suitable option for your own requirements, we have a comprehensive guide to evaluating and selecting the enterprise options for a CMS here.
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Latest from agency
19 August, 2022
Celebrating 2 years with Martina Gabrielli
The moment Marti joined us at SoBold, we were excited and eager to see how she would translate her enthusiasm and energy towards development towards real life projects. We were not let down and she hit the ground running.
2 years later, largely hampered by COVID, we now are getting the absolute best out of Marti. She is incredibly reliable, diligent and talented and she is involved in all of our biggest projects.
Marti has never been one to code for the sake of coding, and she always makes sure she understands the bigger picture before diving into a project.
⅓ of the Italian SoBold Office crew, we are very fortunate to have Marti and we truly can’t wait to watch her skillset improve and see her continue to work on the biggest and best projects!
We caught up with Marti to find out more about what she gets up to in her day to day life.
At what point in your life did you decide to become a developer?
Having studied Foreign Languages and Literatures, since uni I had a dream to become a successful translator. I came to London to fulfil this dream but I wasn’t sure which field to specialise in yet. So I started working at a restaurant, and in my spare time, I would translate articles for online media sites and magazines, and also produce subtitles for tv series.
Later on, I started a course in software localisation, and this opened up the dev world to me as I had to put my hands on the software source code. When it was time to search for a job, reality had a massive hit: competition was high, work was difficult to find, it was clear I had to invest more time and specialise furthermore.
I felt stuck and didn’t really know what to do with my life. So I went backpacking around the world for a few months, and I decided to dive more into that dev world that I found so interesting. Time wasn’t really a problem while travelling, so I read a lot about web development and took a lot of online courses. I devoured so many online resources, I just couldn’t believe they were all a click away! Since my first “Hello World” project, I’ve found the process of coding and building a website from scratch a beautiful mix of creative problem solving that never disappoints. Long story short, that’s when I knew I wanted to become a developer.
Describe your typical day
I wake up at 6:30am, I feed Coco and Lucy (my cats), I put some tunes on while having breakfast, quick shower. Then it’s checking the weather time: if it looks cloudy and rainy I’ll take the tube, otherwise, I’ll most probably board my Brompton and off we go to the office! Ideally, I like to conclude the evening by doing some form of exercise, usually rollerskating or a walk/run.
What’s your favourite project to date
I really enjoyed working on the new SoBold website, it’s been a huge team effort and the result it’s simply amazing!
What is the best advice you have ever heard?
I once read this quote: “If we all threw our problems in a pile, we’d grab ours back.”
I think it’s a beautiful sentence, it makes me appreciate life every day and makes me very grateful for all I have.
If you had to change careers what would you do instead?
Not sure what but surely something related to sport.
What was your most recent challenge and how did you overcome It?
When you’re a developer, every day there’s a new challenge. You just have to learn how to tackle them. In general, I think talking with a colleague helps a lot. Also “rubber ducking” can be a useful method for debugging code. In both cases, they’re powerful methods that consist in taking a break and articulating the problem in plain language.
What’s your favourite thing to do outside of work?
I’m a big ramp skate fanatic. https://www.instagram.com/martymcroll/
What 3 items would you bring to a desert island?
🇨🇭 🔪 🎸 and 🛌🏽
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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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Digital Business
5 January, 2023
WordPress vs Umbraco – Comparing Both Content Management Systems
When you’re tasked with selecting a content management system (CMS) for your business, you’ll likely appreciate that the number of viable options available can make things complicated. From Drupal, to Umbraco, to WordPress, there are plenty of quality technology platforms to choose from.
But finding the CMS that’s most suitable for your specific business is an important process that requires careful consideration and a lot of research. Of course, devoting sufficient time to this can be difficult when you have dozens of other priorities on your mind.
To ease this challenge for you, this article will make the process of choosing between two popular CMSs much simpler. In this new content series, we’re providing direct, objective comparisons between some of the leading options for CMSs today.
This second article of the series will look at the comparison between Umbraco and WordPress, and you can find links to the rest of the articles in this series at the bottom of this page.
The Platforms
A CMS is a software-based technology platform upon which you can build and manage websites and applications. While most CMSs are similar in terms of their fundamental functionality, they each have varying levels of complexity and development requirements.
Umbraco
It’s important to start by noting that Umbraco is a platform intended specifically for developers with a certain level of technical proficiency.
When you first set up Umbraco, it won’t be approachable for the average marketing manager or any other non-technical users. Initially, much of the key functionality expected from a CMS will be missing. The purpose of this is to encourage you to spend time and money developing the platform. Often, this has been known to rule out Umbraco as a viable option for a lot of businesses.
To get full value out of Umbraco, you’ll almost certainly need to hire someone – either an agency partner or an in-house developer – to help you get things up and running.
Having said that, no matter which CMS you choose, you’ll be significantly better off working with a platform-specific web development agency supporting you. For most businesses, an agency plays a crucial role in helping you implement your new system and develop your site (but more on that later).
WordPress
WordPress is the polar opposite of Umbraco, in the sense that it’s designed so that anyone – even if you have no previous content management experience – can use it easily. That’s why it’s the most popular CMS available today, with around 45% of all websites on the Internet built using the platform.
Almost everything you need to manage the day-to-day responsibilities of your website comes readily available in the software, making it much more suitable for a wider range of businesses.
This allows you to begin building immediately and facilitates a quick time-to-market for your websites and applications. WordPress’s rich, dynamic features that come pre-existing with the platform “out-of-the-box” are to thank for that.
Content Management and Usability
You should consider ease-of-use as a key indication of whether or not you want to invest in a CMS. If a CMS doesn’t offer simple, intuitive usability, you’re probably better off avoiding it.
Umbraco’s Usability
As mentioned above, in its initial state, Umbraco can be very difficult to work with for the average user. It’s mostly intended for more technical users who have coding skills or some development experience to build the infrastructure.
However, once you’ve invested sufficient time and money into tailoring the platform to your own preferences, it becomes a great tool for publishing and editing content on a website. Umbraco has a wealth of features that allow you to create high quality websites and dynamic web pages.
On a side note, if you’re a Microsoft user, you’ll be pleased to see some similarities in the structure of Umbraco’s user interface (UI).
WordPress’s Usability
WordPress is far more straightforward when it comes to usability. It provides you with a convenient, efficient user interface (UI) that allows seamless publishing, management, and editing of content on your sites.
It’s simple editing content on a page-by-page basis in WordPress, which saves you valuable time, with a handy block-based design.
The ease-of-use makes it possible to share responsibilities across your team, even if some of you don’t have any previous experience with a CMS, unlike the more technical Umbraco platform.
Customisation
Customisation with Umbraco
Umbraco is known for being highly customisable and flexible. It’s best used as a clean slate for developers to tailor to the business’s requirements. However, this isn’t easy to do for the average user.
As mentioned earlier, Umbraco isn’t suitable for the average CMS user in its initial state. Unlike most CMSs, you’re required to spend some time customising Umbraco in order to make it into a platform that’s approachable and easy-to-use. Once you’ve done that, however, Umbraco can become an excellent CMS with great content editing capabilities.
Customisation with WordPress
WordPress allows you to customise it to your own liking as well. The difference here is that you don’t need to change much about WordPress’s set of tools and features before you can begin using it comfortably.
This allows you to create quality content from day one, with the freedom and flexibility to make adjustments to the platform as and when you require. WordPress is also an easier platform to upgrade with custom features due to the quality of its community-sourced plugins.
How Secure is Each Platform?
Cyber security is becoming a greater concern each day for businesses. Choosing a platform that delivers robust security should be a top priority, so you can have full confidence in the protection of your data.
Umbraco’s Security
Umbraco comes with a high level of in-built security. The software is based on Microsoft’s .NET platform, which gives it support from Code Access Security (CAS). Working alongside that CAS, Umbraco provides identity-based security, and that makes it considerably more secure than the average CMS.
Having said that, you shouldn’t let this act as an excuse for your agency partner to take security for granted. Every web development project should be approached with security at the core, no matter what in-built protection the platform has.
It’s also important to note that Umbraco is an open-source platform, meaning a community of developers regularly creates updates and new features within the software. This means that any new additions should be tested carefully for security in case they create new vulnerabilities.
WordPress’s Security
While it is generally very secure, WordPress is another open-source platform backed by an active developer community. It’s important to be cautious of the raft of new features, updates, and plugins that are regularly released.
From a security perspective, be mindful of plugins, both in terms of where they come from and ensuring they’re correctly tested, maintained, and updated. For any CMS, these issues are best left to an experienced agency partner who has the expertise to minimise these risks for you.
Aside from that, WordPress does offer enterprise-grade security, with organisations like globally renowned pharmaceutical company Hutch Med and leading venture capitalist firm Balderton Capital using it today.
How Scalable is Each Platform?
Scalability should be another important part of your criteria when selecting a CMS. Fast, agile expansion is crucial for the platform, just as they are for your business as it grows.
Therefore, you need your digital infrastructure to be able to scale cost-effectively with more pages, additional functionality, and perhaps even more sites.
Scalability with Umbraco
Umbraco’s scalability is one of its strengths. With Umbraco, your site can seamlessly evolve as your business grows and your requirements change.
It’s especially useful for teams that need to manage a high volume of pages simultaneously, making it very suitable for large businesses.
Scalability with WordPress
In the past, WordPress mistakenly had a reputation among some for being most suitable for smaller businesses. However, its excellent scalability proves that to be nothing more than a myth.
Just like Umbraco, WordPress is agile and scalable enough to grow alongside your business and adapt to your changing requirements.
Cost and TCO
A CMS is a big investment, and should be considered a long-term one. In order to ensure you’re achieving a strong return on investment (ROI), it’s helpful to find a platform that offers good value and a low total cost of ownership (TCO).
When assessing this, it’s important to factor in costs such as hosting, licenses, agency fees, maintenance, bespoke development, and more.
Umbraco’s Up-Front Work and Ongoing Costs
Because it’s open-source, Umbraco can be free-to-use.
However, as mentioned earlier, it’s a platform that requires a great deal of technical expertise and initial development work. That will typically involve longer timelines with your agency than other CMSs, which inevitably mean high costs. Because it’s a complex platform, you’ll also face higher costs whenever you need to develop new functionality or work on integrations.
WordPress Value and TCO
WordPress comes with a far lower TCO than most other CMS options. Its ease-of-use and flexibility out-of-the-box make it a very cost-effective platform.
WordPress licenses are free, so your implementation costs would be limited to just hosting, agency fees, and post-deployment support.
Any plugins or extensions you want to apply to the platform will be licensed and paid for separately, but it’s unlikely you’ll need to add many new capabilities because it’s such a feature-rich platform by itself.
Developer Communities
If a technology platform is supported by a strong community of developers, that will be highly beneficial to your business. Dedicated users from around the world work hard to continuously create improvements, additions, and updates to help the software become the best it can be.
Umbraco’s Community
Umbraco has been around since the year 2000, making it one of the oldest CMSs. That means it’s had a long time for a large, skilled community of developers to grow around it.
As touched on earlier, Umbraco is built on a Microsoft-based infrastructure, using a C# framework, and is the most popular platform of this kind.
However, it’s important to note that Umbraco is facing some decline. More popular platforms, like WordPress, gaining widespread adoption have seen developments with Umbraco slow down in recent years.
WordPress’s Community
WordPress has a healthy global community devoted to constantly improving the platform.
WordPress developers are renowned for their creativity, producing a wealth of innovative new themes and plugins that can be used by any business with ease.
The WordPress community also regularly holds free events to help people learn more about how to use the platform. For instance, WordCamp is a non-profit event that has been running since 2006 across several continents.
The Important Role of an Agency
As touched on throughout this article, another factor which will influence the success of any projects with your chosen CMS is a development agency.
When finding the right CMS is such a challenge by itself, many businesses underestimate the importance of finding the right agency partner to support you with your CMS.
But as mentioned earlier, how well you handle critical aspects of the platform like security, testing, usability, and even your TCO are often determined by your agency.
With Umbraco, all the platform’s functionality has to be custom coded, which makes development time in the back-end longer than most businesses expect. This also makes Umbraco difficult to work with internally, as well as for any maintenance and updates. When working with an agency, this will see your costs increase when compared to WordPress technology.
Whichever CMS you pick, they’re all considerably easier to use, and to achieve healthy ROI, with a specialist partner supporting you. Finding an agency with the right experience and expertise to help you unlock the full potential of your platform should be another important part of your overall decision.
Making Your Decision
So, how do you take all these comparisons and decide which CMS is right for your business?
In all honesty, both Umbraco and WordPress are both good options that would work well for most businesses. Although, it is generally accepted that Umbraco is a less approachable platform than WordPress unless you have technical skills within your team.
In order to determine which one will be more suitable, it’s useful to look at each of the characteristics listed in this article in relation to your unique requirements and business needs.
Remember that every business, and every web development project, is different. Think carefully about your specific strategic objectives, budget, users, technical specifications, and any other important factors. That should make it clear which CMS is the better choice to deliver what you’re looking for.
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