When a visitor lands on your website, the visual design is likely to be the first thing they’ll notice. It’s also usually the thing they’ll remember most.
75% of consumers reportedly judge a business’s credibility based on its website design. This first impression can make or break a prospective client’s interest in working with you.
The ultimate goal of your website is to attract and retain as many prospects as possible, and then convert them into clients. But most websites are designed in a way that leaves those goals unfulfilled, failing to reach their full potential.
With that in mind, your visual identity should be treated as a top priority within the overall design of your website. Believe it or not, this can have a significant influence on the growth and success of your business.
When working on a web design project, you should always go through a careful visual exploration phase to find the right visual identity for your website.
Whether you’re going through a full company rebrand or just refreshing the style of your website, it’s important to ensure your design is tailored to your specific target audience. This is how you begin to drive business growth through your website.
Without a visual exploration process, your website may not convey your company’s brand identity and values as clearly as you’d like it to.
In this article, we’ll outline the steps taken so you’ll know what to expect when working on a website design project.
What Does the Process Involve?
The purpose of this process is to define the best visual direction to take with your site.
This is a crucial aspect of your overall design, with aesthetic elements being brought together to create a look and feel that engages your site’s visitors and retains their attention. To achieve that, your visual design needs to establish a connection between your audience and your brand immediately. It should also demonstrate why your visitors should work with you.
Exploring your visual identity will cover a wide range of elements, including:
- Your brand
- Your company values
- Your colour scheme
- Your typography
- Imagery and other visual content
- Structuring of pages
- And other visual components that are used to tell your brand’s story across your website’s design.
What are Mood Boards and How Can You Use them?

The main tool used to help determine the right visual identity is a set of mood boards.
These are a visual compilation of all the various elements that make up your website’s visual design. Each mood board is essentially just a single-page collage of design styles based on previous discussions and the findings from the research and planning phase of the process.
The aim of these is to capture your brand’s visual style and tone. This will give the stakeholders, and your designers, a shared understanding of the design you’re working towards.
Mood-boarding helps you visualise the work on your website’s design before it begins and agree on a design aesthetic that accurately reflects your brand identity and values.
Think of this like a problem-solving exercise. Your design agency will take a research and data-driven approach to conveying your brand identity, while also catering to your target audience and accommodating the latest industry trends.
Collaboration and Iteration
Like most processes within web design and development, this visual exploration process should be collaborative and iterative.
You’ll typically be presented with a mood board and a set of ideas by your agency partner, then given the chance to provide feedback across several rounds of revisions.
Rounds and revisions are always important in any creative process. It’s usually necessary for your agency to develop and present a minimum of three mood boards before the optimum aesthetic is agreed upon. This is a crucial step towards the ultimate goal of creating a new website that accurately reflects your brand and has a positive impact on your target audience.
Connecting with Your Clients Through Design
Your website’s visual identity is what makes your brand resonate with your target audience. Your design needs to clearly convey the values of your business, the quality of your products and services, and the reason why your visitors would benefit from working with you.
Working through this visual exploration phase is an important step towards designing a website that will attract more visitors and increase your conversions.
Once this visual exploration is complete, the next phase of your web design process will be to craft your website’s user experience (UX).
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- A bespoke website that differentiates you from your competitors
- An online portal, either for training internal users or providing a more engaging experience for your clients
- A new platform that can better integrate with your legacy systems
- A new content management system (CMS) that can provide greater flexibility and scalability
- A way to transform time-consuming, inefficient manual processes into a unique, easy-to-use digital tool.
- Proven financial services sector experience and success
- A strong track record with complex bespoke development projects
- A long-term partner who can advise and guide you to make the correct decisions
- Certifications and accreditations
- Compliance with financial services industry regulations
- Secure hosting, with back-up, disaster recovery, and risk mitigation plans
- Security built into the core of every project
- Automated monitoring, maintenance, and support services
- Ongoing updates and optimisation for your platform
- Training and learning to help you gain maximum value from your investment.
- Improving your internal UX, creating greater operational efficiency
- Improving your external UX, providing more convenient, intuitive services to customers
- Streamlining mission-critical processes to reduce costs
- Building enterprise-grade security into the core of your systems
- Enabling real-time interactions with data
- Increasing customer retention and loyalty
- Achieving competitive differentiation
- Accelerating business growth.
Announcement
22 November, 2022
SoBold become only 3rd Platinum Certified Cookiebot Partner in the UK
SoBold are delighted to become only the 3rd Platinum Certified Cookiebot Partner in the United Kingdom.
Cookiebot consent management platform (CMP) is a leading compliance solution that detects and controls all cookies and trackers in use on a website, and automatically manages end-user consents.
SoBold have been working closely with Cookiebot since the new General Data Protection Regulation (GDPR) came into place on 24 May 2018 providing their clients with transparency and control over the cookies used on their websites. Since partnering with Cookiebot as a reseller, SoBold have worked with clients including Transport for London and the London Transport Museum to develop bespoke implementations of the Cookiebot CMP. More information on SoBold’s work with Transport for London can be found here.
In October 2022, Cookiebot launched a tiered partner and certification program. As a leading Cookiebot reseller SoBold has been named as a Platinum Certified partner, highlighting its expertise with the Cookiebot platform and data privacy compliance in general.
By becoming a Platinum Certified Cookiebot Partner, SoBold will be able to continue to offer more support to leading businesses needing bespoke Cookiebot solutions.
Cookiebot Sales & Channel Manager, Grant MacInnes said:
Congratulations to Sam Phillips & SoBold on joining our very elite group of platinum certified resellers. Looking forward to continuing to work closely with you and the team over the coming months and years.
SoBold Technical Director, Sam Phillips said:
By becoming just the 3rd Platinum Certified Cookiebot partner in the UK we have continued to cement our position as a leading Cookiebot reseller. Having been one of the first resellers of Cookiebot in 2018, our partnership with Cookiebot continues to go from strength to strength and we are looking forward to developing more bespoke implementations for Cookiebot’s enterprise user base as a fully certified partner.
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Development
9 June, 2023
Craft vs WordPress: Which Platform is the Best Option for Your Business?
When you’re responsible for managing a new website development process, you’ll have some difficult decisions to make. Two of the most difficult decisions will be finding an agency that you can trust, and finding a content management system (CMS) that will give you the flexibility and performance to drive your business forward online.
Your CMS will play a significant role in helping you meet your specific website requirements and enabling you to achieve your strategic goals.
We’ve compared lots of different CMSs in our recent series of articles, and each of them have their own strengths and weaknesses. In this article, we’ll compare WordPress and Craft.
Ease-of-Use
It’s vitally important to ensure that the platform you choose is straightforward to manage. You’ll want a platform that’s approachable, with a low barrier for entry, to avoid any challenges in the daily running of your website.
Craft’s Ease-of-Use
Whilst Craft is an open-source CMS, it requires technical development expertise in order to manage the platform once built. Management for non-technical teams will likely be difficult, thus limiting you in your ability to build out content and new features over time.
If you do have expertise in-house, that will allow you to manage your website more easily, as the CMS itself is efficient for publishing and managing content.
Craft also makes it easy to collaborate and share responsibilities across teams without any interference or complications. For example, you can save draft versions of pages and share them with colleagues – with private links that don’t even require you to be signed in – before publishing live on your site.
WordPress’s Ease-of-Use
Conversely, WordPress is specifically built so that content can be managed in-house. WordPress provides you with a convenient, intuitive user interface (UI) that allows quick and easy publishing, management, and editing of content on your sites.
Put simply, WordPress is a more traditional CMS that’s suitable for a wider range of users and teams. It allows you to easily manage the content on the front-end, whilst also facilitating a quick time-to-market for the development of your website.
This ease-of-use also helps to share responsibilities throughout your team.
Flexibility
Flexibility will always be high on your list of priorities when looking for a CMS. Tailoring your platform to fit your own unique requirements is a crucial capability in today’s digital business landscape.
How Flexible is Craft?
Craft is all code-based, which allows you to build virtually any type of website you want, with great flexibility. The only limitations, really, will be with the platform-specific development capabilities of your agency.
How Flexible is WordPress?
WordPress also offers a great deal of flexibility and customisation, but the difference here is that it’s unlikely you’ll need to alter much about WordPress’s pre-existing tools and features to be able to build a website you’re happy with.
With WordPress, you have everything you need to build a high-performance website. But that’s complemented by the flexibility to make enhancements and seamlessly scale the platform with new bespoke features if you wish to.
Integrations
Before you select a CMS, you’ll need to ensure it can easily integrate with any existing systems your business has in place. Whilst most CMSs will be able to integrate well with a variety of third party systems, it’s important to be aware of any limiting capabilities of the platforms.
Craft’s Integrations
Integrations with the most popular third-party platforms are typically supported in Craft through plugins. However, you may need to integrate manually with platforms using API’s.
While this gives you more control over your CMS’s functionality and security, it’s another area in which you’ll likely have to spend more time and money on agency development work. Those integrations will also need to be maintained and updated manually as well, which may be a financial and time burden on your agency.
WordPress’s Integrations
WordPress’s global popularity means that it’s readily compatible with most of the third-party systems you’ll already have within your business.
You’ll have a wide range of native plugins available that will integrate your WordPress site with virtually any other tool. Even if you have more advanced requirements, it’s usually easier for your agency partner to do this bespoke development work in WordPress than it is with other CMSs.
Developer Communities
Investing in a platform that’s supported by a community of developers will provide you with additional benefits and advantages. It’s always helpful to have other users working to continuously create additions and updates to help the CMS grow and improve.
Craft’s Community
Craft has a passionate community working hard to help enhance the platform, but it’s only a fraction of the size when compared to more mainstream CMSs like WordPress.
Still, size isn’t all that counts here. Craft’s community is very supportive and highly active on channels like Slack and Discord. Craft also has a StackExchange, which is a Q&A forum that many developers use to share learnings as they work through projects.
The WordPress Community
At 20 years old now, WordPress’s popularity and global market share means it has an enormous community supporting it.
WordPress’s community consists of millions of users who work tirelessly to offer support, collaboration, knowledge sharing, events, and much more.
Any questions, problems, or requirements you have are often answered very quickly by members of the WordPress community. This also results in exciting new enhancements and features being released on a near-constant basis to drive the platform forward.
Being part of the WordPress community will also give you access to free events that help users learn to get as much value as possible from the platform.
Cost and TCO
Cost is a key factor when choosing a CMS. It’s also important to remember the up-front costs aren’t the only thing you need to consider here. Since your CMS is a long-term investment, you should be looking for a low total cost of ownership (TCO) for all your related costs over time.
Craft’s Initial Investment and Ongoing Costs
With Craft, you’ll need to purchase either the pro or enterprise plan. Pro comes with a one-time payment of £250 per project, and an additional annual payment to continue receiving updates. The cost of the enterprise plan will vary depending on your requirements and usage.
As mentioned earlier, the costs associated with the platform may also be high. This is due to the need for agency support across many aspects of your project, from setting up your website, to integrations, to ongoing maintenance.
The actual costs of development with Craft may also be higher than with other CMSs because of the smaller scale and more specialist nature of the platform.
It’s also worth mentioning that Craft CMS hosting services are more limited than those of WordPress, again likely making them more expensive.
WordPress Cost and TCO
On the most part, WordPress is a more cost-effective platform than Craft, with a lower TCO.
WordPress is free-to-use, limiting your initial costs to just hosting, development agency fees, and post-deployment support.
As touched on earlier, achieving a much faster time-to-market will allow you to launch a quality website quickly so you can begin gaining strong ROI right away.
Another cost-related benefit of WordPress’s ease-of-use is that if there’s bespoke development work you need your agency to complete, it will usually come at a reasonable cost. Because Craft is such a niche and technical platform, bespoke development work often comes at a premium in comparison to the more widely-used WordPress.
When the WordPress platform receives updates, it’s often fairly quick and straightforward for your agency partner to test and maintain your site.
These advantages add up to create a lower TCO for WordPress than you’ll have with other enterprise CMSs.
Conclusion
Both Craft and WordPress are both great CMSs in their own right, and would serve most businesses. Although, it’s difficult to deny that WordPress is a much more approachable platform than Craft for the average user.
If you’re a team with a great selection of existing development skills, Craft can provide you with some innovative capabilities and could be the right platform for you.
The key thing to remember when making this evaluation is that you should select the platform that directly aligns with your own specific circumstances and requirements.
Every business, and every web development project, is different. Carefully consider your objectives, budget, users, in-house skills, and any other factors that may come into play. That should allow you to determine which CMS is the right one to deliver what you need.
If you need more help finding a CMS for your new website project, read our comprehensive guide to understanding and evaluating the options for large businesses here.
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Latest from agency
3 February, 2023
What a Successful Bespoke Development Project Should Look Like for Financial Services Businesses
As a business in the financial services industry, you have to navigate a range of sector-specific challenges that make it difficult to meet current user expectations with technology. This article will explain why a bespoke development project is often the most effective way to solve those challenges, and provide guidance on how to approach such a project.
For a long time, apprehension towards cyber security and data protection, alongside challenges with decades-old legacy systems, meant that many businesses in the financial services sector were a bit behind the technology curve. Banks and other financial services companies weren’t typically known for their impressive websites or sleek digital processes, at least not until fairly recently. Those days are long gone now, though, as digital transformation and technology-driven innovation have changed the financial services industry forever.
Today, both your clients and employees alike expect a seamless digital experience when interacting with your services and processes. And meeting these expectations has become increasingly important over the past 10 years or so, as the more traditional finance businesses have faced disruption from trends like FinTech and digital banking.
But whether you’re a long-standing financial institution, or an early-stage FinTech start-up, there’s a common priority among businesses in this industry – you simply must keep up with the pace of technology in order to stay relevant with your customers and maintain your competitive edge.
Changing Demands from Your Audience of End-Users
The technology trends we’ve highlighted there will have caused you to shift large parts of your business model online over the past few years. Consequently, that will have created a range of new challenges for you.
Self-Service
Whatever services or products you provide, your clients now expect the same convenient, effortless experience they’re used to with the technology they use on their smartphones every day.
When interacting with businesses, most people want to be able to do everything for themselves online, ideally without having to interact with a sales-person or customer service rep. If you can’t enable this self-service in a simple and efficient way, your customers will be left frustrated.
Cyber Security and Data Protection
The amount of data passing through your business is mind-blowing. All that data can be placed at risk if any technology attached to your corporate network is not secure. When you’re working with such highly sensitive financial data and strict industry regulations, all your technology must be highly secure.
Responsive Design
Your digital systems need to be highly intuitive, dynamic, and, perhaps most importantly, simple and easy-to-use. That should ideally be the case for all systems, both client-facing and internal.
User Retention
If your current website feels clunky, unintuitive, or difficult to navigate, your clients will not hesitate to go elsewhere. While that may have been acceptable with cumbersome legacy systems in the financial services market 20 years ago, it’s simply not an option today.
People will leave a company’s website forever after one poor experience. This demonstrates just how important an excellent user experience (UX) is in retaining your user base.
Similarly, with internal systems like staff training portals or corporate knowledge bases, a poor UX will stifle adoption and usage of the technology. In turn, that will have a negative impact on your return on investment (ROI).
Using Bespoke Development to Overcome Business Challenges
In order to break down those barriers and overcome those challenges, many of the leading financial services companies have developed websites that are entirely bespoke.
Modern enterprise systems need to be dynamic, intuitive, and user-centric. Delivering on all those attributes often requires bespoke development, especially in an industry as nuanced and complex as financial services.
Your customers, partners, and clients must be able to interact with your services and access their data online, from anywhere, at any time. Not only that, but they also expect personalised content, tailored to their specific needs or challenges, at every stage of their user journey.
For that reason, it’s often necessary to take the route of a bespoke development project to ensure that your business gains exactly what it needs – and that your users get exactly what they want – in terms of both functionality and capability.
This covers all the possibilities and ensures your digital presence is tailored to your specific business objectives, the preferences of your users, and unique requirements, including:
Whatever it is your business requires, you can follow the simple, proven process outlined below to ensure your investment in new technology is a successful one.
How to Approach a Bespoke Development Project for a Financial Services Business
Understand the Purpose of What You’re Building
The first thing you need to do is reach a clear understanding of exactly what you’re trying to achieve with your website. Whatever you’re looking to build, it should align with, and support, your company’s strategic business objectives.
It should also meet a specific need or solve a specific challenge for the users it’s aimed at. This will help you begin to determine exactly what you need in terms of design, usability, and any other bespoke functionality.
Define Your Requirements in a Project Brief
A brief is a simple written document that lists all the key ideas and details you think are relevant to the website or platform you’re looking to build. Use this to list all your functional and non-functional requirements, as that will make the project as clear as possible for the design and development agencies you speak to.
Try to be as specific as possible to give yourself the best chance of having the project delivered on time, within your budget, and to your bespoke specifications. Without that specificity, you’ll likely be disappointed and could even end up drastically over-spending.
For a comprehensive guide to creating a brief that will set you up for a successful web design and development project, read our useful article here.
Evaluate Your Technology Options
In most cases, you’ll use a content management system (CMS) to build your bespoke site. This is a type of software-based platform that allows you to create, edit, and publish digital content across a range of online channels and devices.
Every bespoke development project will be different, so you should aim to select the CMS that best aligns with your objectives, requirements, budget, and other factors.
For example, WordPress is fast-becoming the platform of choice for many forward-thinking financial services businesses, because of the flexibility and fast time-to-market it offers.
To learn more about how to understand and evaluate the enterprise CMS options for bespoke development, read our helpful related article here.
Find and Select an Agency Partner
Building, managing, and maintaining a high-performance website in the current technology landscape can be very complex. It requires a wealth of expertise and experience, and also takes time. For that reason, the vast majority of businesses work with a web design and development agency to bring their vision to life.
The choice you make about which agency to partner with will have a significant influence on the success or failure of your project, so approach this decision with a great deal of care.
When you’re dealing with such a high volume of sensitive financial data, you must find an agency that understands and respects the critical nature of the work they’ll deliver for you.
You should consider the following qualities as non-negotiable for your an agency:
What Are the Key Components of a Successful Bespoke Development Project in the Financial Services Sector?
There are some key components of a web development project that you can specifically include in your requirements before you speak to any agencies. These will ensure you minimise your risks and mitigate potential problems, both during and after the delivery of the project.
You should use these as criteria when assessing your agencies and your technology platform, as they should all be non-negotiable for any business in the financial services sector.
Hosting and Performance
Hosting refers to the physical and virtual data centres used to house your website. It’s crucial to ensure your site will be hosted in a secure environment, with an experienced, trustworthy provider, because this will have a significant influence on things like security and performance. You’re likely expecting to deal with a high volume of data and a large audience of users, so it’s crucial to ensure your website or platform can handle that.
Enterprise-Grade Security
Security is not an after-thought, it’s a critical priority. From your choice of hosting services, to your data back-up and disaster recovery, right through to the frequent testing of your live site. Always place this at the very top of your list of questions when speaking to an agency or a technology provider about developing something bespoke.
Personalisation
Providing your users with personalised services and content is another crucial capability for modern financial services companies, but not all platforms can facilitate this.
In order to ensure your end-users are having their experiences tailored to each individual, some bespoke functionality could be necessary.
Scalability and Multi-Site Development
As business growth is likely one of your key strategic objectives, your site must be able to support that. A scalable platform will allow you to seamlessly expand your online presence as your business grows and your needs change.
Integration with Back-End Systems
Like most financial services companies, your corporate network probably includes a variety of old and new systems and applications across all your different departments. If you’re going to have something new developed, you’ll need to build it on a technology platform that can seamlessly integrate with all those relevant systems.
Ease-of-Use
Whether or not a technology solution is a good investment or a bad one often depends on how easy it is to use, both for your team internally and your end-users. Usability is a key criteria
Time-to-Market
One of the great advantages of developing a bespoke site is that you can continue to iterate and improve it based on user feedback. However, you’ll want to ensure you’re able to do so quickly and efficiently.
Working with an agency, and a technology platform, that enables a fast time-to-market with your development projects is an important part of the process in terms of achieving positive ROI.
Ongoing Development and Optimisation
Following on from the previous point, your web development project shouldn’t stop at the delivery and deployment of your solution. Once your site is live, measure and analyse its adoption and usage. You can use that feedback to continue optimising its capabilities and functionality for the best possible results.
The Business Benefits of Bespoke Development
While technology does create its fair share of challenges for businesses that are unprepared or unwilling to adapt, it also presents a vast range of opportunities to those who embrace it.
A bespoke development project delivers something entirely unique and specific to your business, giving you a range of benefits and advantages, including:
In Summary
Financial services has always been a highly competitive industry, but with recent technology trends and changing consumer behaviour, it’s now more important than ever to have a strong, user-centric digital presence.
Not only do your clients and partners demand their data be handled in a secure, compliant way, they also expect a seamless, consumer-grade performance from all digital processes and services they use. Unexpected down-time, poor UX, or any similar frustrations will leave your customers unsatisfied and may put their loyalty in question.
In order to avoid these challenges and minimise your risks, it’s important to find the right agency, with the right technology, to create a website tailored to meet your strategic objectives and exceed your clients’ expectations.
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Latest from agency
19 August, 2022
Celebrating 2 years with Martina Gabrielli
The moment Marti joined us at SoBold, we were excited and eager to see how she would translate her enthusiasm and energy towards development towards real life projects. We were not let down and she hit the ground running.
2 years later, largely hampered by COVID, we now are getting the absolute best out of Marti. She is incredibly reliable, diligent and talented and she is involved in all of our biggest projects.
Marti has never been one to code for the sake of coding, and she always makes sure she understands the bigger picture before diving into a project.
⅓ of the Italian SoBold Office crew, we are very fortunate to have Marti and we truly can’t wait to watch her skillset improve and see her continue to work on the biggest and best projects!
We caught up with Marti to find out more about what she gets up to in her day to day life.
At what point in your life did you decide to become a developer?
Having studied Foreign Languages and Literatures, since uni I had a dream to become a successful translator. I came to London to fulfil this dream but I wasn’t sure which field to specialise in yet. So I started working at a restaurant, and in my spare time, I would translate articles for online media sites and magazines, and also produce subtitles for tv series.
Later on, I started a course in software localisation, and this opened up the dev world to me as I had to put my hands on the software source code. When it was time to search for a job, reality had a massive hit: competition was high, work was difficult to find, it was clear I had to invest more time and specialise furthermore.
I felt stuck and didn’t really know what to do with my life. So I went backpacking around the world for a few months, and I decided to dive more into that dev world that I found so interesting. Time wasn’t really a problem while travelling, so I read a lot about web development and took a lot of online courses. I devoured so many online resources, I just couldn’t believe they were all a click away! Since my first “Hello World” project, I’ve found the process of coding and building a website from scratch a beautiful mix of creative problem solving that never disappoints. Long story short, that’s when I knew I wanted to become a developer.
Describe your typical day
I wake up at 6:30am, I feed Coco and Lucy (my cats), I put some tunes on while having breakfast, quick shower. Then it’s checking the weather time: if it looks cloudy and rainy I’ll take the tube, otherwise, I’ll most probably board my Brompton and off we go to the office! Ideally, I like to conclude the evening by doing some form of exercise, usually rollerskating or a walk/run.
What’s your favourite project to date
I really enjoyed working on the new SoBold website, it’s been a huge team effort and the result it’s simply amazing!
What is the best advice you have ever heard?
I once read this quote: “If we all threw our problems in a pile, we’d grab ours back.”
I think it’s a beautiful sentence, it makes me appreciate life every day and makes me very grateful for all I have.
If you had to change careers what would you do instead?
Not sure what but surely something related to sport.
What was your most recent challenge and how did you overcome It?
When you’re a developer, every day there’s a new challenge. You just have to learn how to tackle them. In general, I think talking with a colleague helps a lot. Also “rubber ducking” can be a useful method for debugging code. In both cases, they’re powerful methods that consist in taking a break and articulating the problem in plain language.
What’s your favourite thing to do outside of work?
I’m a big ramp skate fanatic. https://www.instagram.com/martymcroll/
What 3 items would you bring to a desert island?
🇨🇭 🔪 🎸 and 🛌🏽
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Digital Business
5 January, 2023
WordPress vs Sitecore – Comparing Both Content Management Systems
Large businesses and enterprises in need of a content management system (CMS) today are spoilt for choice, because there are plenty of excellent platforms available. From WordPress to Sitecore to Drupal, the technology currently on offer is highly intelligent and intuitive.
But so much choice can make the task of finding the right CMS for your own specific business complicated and time-consuming.
Selecting a CMS is an important decision that requires a lot of research, followed by careful evaluation of all the various options. Of course, those processes can be very time-consuming. When you’re already extremely busy juggling dozens of other priorities, it’s challenging to give this the attention and effort it deserves.
To solve that challenge, we’ve done the bulk of the hard work for you. In a new series of articles, we’ll provide you with direct, objective comparisons between some of the leading options for CMSs, helping you relieve the headache of researching and evaluating them yourself.
In the first article of this series, we’ll be looking at the comparison between Sitecore and WordPress.
How Does the Security Compare for Both Platforms?
As we face ever-increasing concerns with cyber security, data protection, and various other digital challenges, finding a platform with robust security should be a top priority.
Sitecore Security
Sitecore has a reputation of being the leading CMS for large businesses, guaranteeing an enterprise-grade experience that includes a high level of security.
Sitecore’s security is also strengthened by the vast range of in-built features within the platform, which we’ll discuss in more detail later. There’s no need to purchase more third-party software or plug-ins to enhance its functionality, which means you won’t be creating any additional vulnerabilities or risks. The platform also receives frequent security updates which bolster your protection even further.
If security is a concern for your business, Sitecore should be high on your list of potential candidates for a CMS.
WordPress Security
For a long time, many people believed the misconception that WordPress isn’t secure enough for large businesses. However, industry leaders such as global investment firm Blackstone, the NHS in England, global research and advisory leader Forrester, and multinational bank Standard Chartered now use WordPress for their CMS. This goes a long way to proving that wrong.

In fact, WordPress is already a secure, stable platform out-of-the-box. So, where did this myth come from?
Well, vulnerabilities can arise in certain scenarios. Firstly, strong security with any technology is dependent on a well-managed hosting environment. If you have WordPress hosted in a secure environment from an experienced provider, with proactive security measures in place, your risk will be extremely low.
Secondly, plugins are something to be cautious of when it comes to security, both in terms of where they come from and keeping them properly maintained. Security threats will be minimised if you only use plugins from trusted sources. You should also ensure you always keep them tested and updated, ideally working alongside security-specific plugins like WordFence.
We appreciate this may sound like a lot of work. That’s why all the examples of the businesses succeeding with WordPress have the support of an agency partner who ensures all these things are taken care of during the development stage. It’s worth noting, though, that this will also be the case when adopting any CMS in a business setting.
Which Platform is More Scalable?
One of the most important aspects of a CMS is its scalability. A CMS is a long-term investment, and this is one of the most influential factors in determining whether that investment will be successful or not.
You’ll need to ensure your site can evolve as your business grows and your needs change over time. This will require an infrastructure that can quickly and easily scale with more pages, additional functionality, and perhaps even more sites, without the burden of hefty costs for more development work.
How Scalable is Sitecore?
Sitecore is designed specifically for large businesses, so its scalability is up there with the very best. Sitecore is a robust platform that allows your digital presence to grow seamlessly as your business grows, even if you need to build multiple sites to serve different groups of users in different languages.
How Scalable is WordPress?
WordPress is another highly scalable platform. Despite some still mistakenly believing that WordPress is suited to smaller businesses, you can use the CMS to build sophisticated, industry-leading sites. Like Sitecore, WordPress is agile and scalable enough to grow alongside your business and adapt to your changing requirements.
How Capable are these Content Management Systems?
The main purpose of a CMS is to provide a software-based infrastructure upon which you can build and manage websites and applications. While most CMSs are similar on the surface, with the same fundamental functionality, they each have unique features and capabilities that differentiate them
For example, one critical indication of quality for a CMS is how easy it is to use. Once you’ve adopted a platform, you and your colleagues will need to feel immediately comfortable using it on a daily basis. If a CMS can’t provide good usability, it’s probably one you should avoid.
Sitecore as a Content Management System
Sitecore is actually considered a fully managed ‘digital experience platform’ that comes with more capabilities than the average CMS.
Most of its best features are readily available as soon as you begin using Sitecore. That allows you to get a high quality site live very quickly without additional work within the platform.
However, Sitecore typically provides quite hierarchical, complex workflows that might be frustrating for small or agile teams. This can also create longer development cycles than usual, giving you a slower time-to-market than more intuitive systems like WordPress.
WordPress as a Content Management System
WordPress is easily the most popular CMS in the world right now, with around 45% of all websites built on the platform. One of the main reasons for that is its ease-of-use, with simple and efficient content management
This usability allows you to get up-to-speed quickly and share responsibilities across several members of your team, even if they have no previous content management experience.
WordPress also makes it convenient to edit content on a page-by-page basis, saving you valuable time, with its block-based design an ideal method for customisation and site management.
How Much Personalisation do they Provide?
The ability to customise and tailor your site’s content to your target audiences is more important today than ever before, with so much of modern business now taking place online. Therefore, this is another important point to consider when choosing between your various CMS options.
Personalisation in Sitecore
When compared with other platforms, Sitecore’s personalisation is excellent. Sitecore will provide you with a great deal of control over the structure and design of your pages, allowing you to tailor your user experience and drive greater performance for your site.
This is particularly useful for larger businesses with high volumes of potential site visitors, delivering competitive differentiation and driving increased conversion rates.
Personalisation in WordPress
WordPress is also highly customisable. You can use its flexibility to get creative with your design, and build bespoke features and functionality to better engage with your audience.
There’s not much to separate Sitecore and WordPress in this area. The gap in personalisation becomes even smaller if you find an experienced agency with WordPress-specific expertise to help develop your site and improve your customer experience.
Integrating with Other Systems
Before your business invests in any digital platform, it’s important to ensure that technology can integrate easily with your existing software. Whether it’s your customer relationship management (CRM) or any other marketing systems, any digital tools you currently have should ideally be compatible with your new CMS.
How Sitecore Integrates with Other Systems
Sitecore integrates well with other systems. It allows you to achieve out-of-the-box integration with most of the leading CRM software, and plenty of other digital tools and platforms.
How WordPress Integrates with Other Systems
WordPress tends to be the easiest platform to integrate with your existing systems, because most brands and other SaaS products have already made themselves compatible.
This means you can deploy WordPress with minimal disruption, regardless of whether you’re building a new site from scratch or migrating your current site from a different CMS.
Total Cost of Ownership (TCO)
Of course, you’ll also want to ensure you’re getting a solution that will deliver good value for money. With a CMS, the total cost of ownership (TCO) can vary greatly from one platform to another, due to factors like licensing fees and update-driven maintenance.
Sitecore Initial Investment and Ongoing Costs
Sitecore is an expensive option, even if you have a large budget to work with. You’ll be required to purchase licences for the platform with an ongoing renewal fee each year. These licenses come in tiers, so if you want to access the full range of benefits from Sitecore you’ll have to opt for the most expensive offering.
On top of that, you’ll also need to account for development costs with an agency, hosting costs, maintenance and support fees, and various other expenses that give Sitecore a very hefty total cost of ownership (TCO).
Furthermore, Sitecore requires ongoing management and maintenance to handle regular large-scale updates to the platform. When updates occur, new versions of the software come with a big price tag and may cause you to pay for additional development work to get your site up-to-speed.
However, this could be a worthwhile investment if Sitecore’s features and capabilities are necessary for your specific requirements. If you’re looking for a quality, trustworthy enterprise-grade platform, Sitecore can justify the cost.
WordPress TCO and Value
Conversely, WordPress is a much more cost-effective solution with a drastically lower TCO. Licenses for WordPress come at no cost and the software is entirely open-source. That means your implementation costs would be limited to just hosting, agency fees, and post-deployment support.
If you decide to use any plugins or extensions of the platform, these will be licensed and paid for separately. However, businesses rarely need to bolt on many new tools or capabilities because WordPress is such a feature-rich platform already.
When WordPress is updated, unlike Sitecore, managing and testing your site can be done in just a few hours at a much lower cost.

A Word on Agency Partners
One thing both Sitecore and WordPress have in common is the small selection of platform-specific agencies who can build high performance sites for large businesses using this technology.
A CMS becomes far easier to use, and easier to drive strong return on investment (ROI), if you have a specialist partner supporting you.
Finding an agency with the necessary experience and expertise to help you leverage these platforms to their full potential should be another important influence on your choice. From integration, to development, to maintenance, all the benefits and advantages of the platforms will require an agency to help you fully unlock them.
How to Make Your Decision
So, with all that information, how can you decide between the two?
Both of these platforms are excellent options that would serve most businesses extremely well. After all, there’s plenty of good reasons why some of the biggest companies in the world use Sitecore and WordPress.
Ultimately, when looking for a CMS that’s the right fit for your specific business, you should make a detailed assessment of your strategic objectives, unique requirements, budget, users, and other important factors. Use that to determine which solution is most capable of meeting those needs.
If you still need more help working through this process, read our comprehensive guide to understanding and evaluating the enterprise options for large businesses here.