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.
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- A fully-managed service with 24/7 support
- Automated monitoring and alerts
- Back-up and disaster recovery
- 99.99% up-time
- 100% pass-rate for data centre audits.
- 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.
- Innovation
- Creativity
- Clear strategic thinking
- Effectiveness
- Tangible results.
- Make a critical client engagement process increasingly efficient and effective
- Provide each user with a personalised experience that includes tailored investment information and updates
- Obtain more data about user engagement and leverage that to improve other services
- Accelerate and increase investment in client funds, driving significant commercial growth for the firm
- Use an industry-first digital tool to gain significant competitive advantages.
Latest from agency
8 December, 2022
Sam Phillips and Will Newland interviewed by Cloudways
Technical Director, Sam Phillips and Managing Director, Will Newland were interviewed by Brent Weaver at Cloudways.
SoBold has been working with Cloudways since 2019 to help host development environments for all of their clients.
You can learn more about Cloudways, Managed Cloud Hosting services by visiting their website here.
See what they had to say in the video below.
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Digital Business
9 February, 2023
10 Tips to Improve WordPress Security and Minimise Risks
Cyber security and data protection should be top priorities for your business right now. Of course, this is particularly important for large businesses, and those in strictly regulated industries like financial services, where the outcome of a cyber attack or data breach can be catastrophic.
As these security concerns continue to intensify, you must be increasingly careful and vigilant about the technology solutions you use. You should also take more proactive steps to ensure everything in your tech stack is built and managed in a way that minimises your risks.
When it comes to WordPress, there’s a common misconception that the platform isn’t secure enough for large businesses. This misunderstanding tends to come from the fact that it’s free-to-use, so it was originally more popular among smaller independent businesses and B2C blogs.
Today, however, WordPress is the world’s most popular content management system (CMS), and for good reason. Considering a significant percentage of that user base includes global enterprises, you’d think such popularity would be enough proof that it’s a secure platform.
On the contrary, large businesses still ask us on a regular basis, “Is WordPress secure enough for us?”
Is WordPress Secure?
The answer to that question is, yes, WordPress is a secure, stable platform, even in its “out-of-the-box” state. WordPress’s core code is thoroughly tested and quality-checked by a team of security experts continuously. Not only that, but the same team regularly releases security updates and reinforces any potential weaknesses before they can be capitalised on by cyber criminals.
In fact, the speed at which security updates are implemented in WordPress is arguably the fastest in the world today when compared with other CMSs.
Additionally, WordPress is open-source software, meaning all its code is available to the public. Users are constantly suggesting changes and updates, often to fix bugs in the code and minimise opportunities for cyber criminals. This keeps the platform safe and secure for everyone else.
But while WordPress does have the ongoing support of some of the most talented and devoted developers in the world, it’s not immune to security vulnerabilities. No software is, unfortunately.
That’s why it’s important to be aware of, and work with, some fundamental best practices for security. Listed below are some steps you can take to further strengthen the security of the WordPress CMS.
Best Practices to Strengthen WordPress Security
1 – Secure Hosting
The hosting service you choose for your platform will determine how secure and well protected your data will be.
It goes without saying that WordPress should be hosted in a secure environment, overseen by an experienced provider who prioritises security within their services.
Some things you should consider essential for a hosting provider include:
Before choosing your hosting provider, do plenty of research to ensure they’re able to provide these measures. Most businesses will work with a development agency partner for WordPress, and that agency should be able to help you with this process.
2 – Back-Up and Disaster Recovery
Following on from the previous point, any good hosting provider should also offer back-up and disaster recovery services. These are like safety nets that will allow you to protect, save, and recover all your data in the event of any losses.
3 – Be Careful with Plugins
Plugins are a great way to enhance the WordPress platform with new capabilities and features. But you should only ever use plugins from reputable, credible sources, otherwise you could experience security problems.
It’s also important to keep all your plugins regularly tested, maintained, and updated. Again, this is an area where a WordPress agency partner will help you.
4 – Always Keep Your Platform Updated
When you’ve built a website with WordPress, you’ll often receive software updates from the platform. Any time this happens, it’s because a bug has been fixed or some improvements have been made to the software.
Keeping up with these updates is so important from a security perspective, because they’re designed to keep your site secure. By letting your site run on an outdated version of the platform, you leave yourself at risk of a known issue being exploited by a cyber criminal or some malware.
This is another thing that a good agency partner should take care of for you, so you don’t need to worry about keeping your platform up-to-date.
5 – Never Auto-Update Your Plugins
You have the option to enable auto-updates within your WordPress platform. While this may seem like an easy way to keep your CMS up-to-date, doing so can create technical issues and security risks that simply aren’t worth the convenience.
Each plugin you use will have its own button for you to turn auto-updates on or off. Any good agency will advise you to turn those auto-updates off and instead opt for a more secure approach to your updates, to maintain the resilience of your platform.
6 – Use Security-Specific Plugins
Another way to reinforce the security of WordPress is by implementing security-specific plugins like WordFence, Sucuri, or Defender Pro.
These handy tools will do a lot of the hard work for you, monitoring your platform and spotting potential vulnerabilities so you can fix them before they’re allowed to have any negative impact.
7 – Enable SSL
A secure sockets layer (SSL) is a protocol which encrypts the transfer of data between your website and your users’ browsers. Enabling SSL makes it more difficult for cyber criminals to steal or compromise data online. Don’t worry, though, as this will be taken care of by your hosting provider as a standard practice.
8 – Avoid Tools that Open Direct Access to Your Site Database from the Dashboard
Some tools and plugins will enable direct access to your site’s database from within your CMS dashboard. While this can make certain aspects of website management easier for you, it also creates security vulnerabilities. This is something you should always avoid, because these additions are often severe security risks.
9 – Encourage Your Users to be Mindful of Security
The biggest security risks, and many opportunities for cyber criminals, come from unsafe user behaviour, poor platform maintenance, and badly built sites.
Your behaviour, and the behaviour of your end-users – and your agency – should always be mindful of security. If it’s not, sooner or later you’ll encounter problems. Some security best practices you can introduce include making strong passwords compulsory for all users and implementing measures like two-factor authentication.
10 – Find a Trustworthy Agency Partner to Support You
We understand that following all these steps sounds like a lot of work. Of course, when you’ve got your own job to focus on, the last thing you need is to be spending time struggling through complex website security processes.
That’s why it’s so valuable to find a reliable, trustworthy agency partner when using WordPress to build and manage websites. A good agency will ensure everything is secure and up-to-date for you, so you can spend more time providing outstanding services and experiences to your customers.
It’s always worth taking time to find an experienced agency with a strong track record of building robust, secure sites, to give you the peace of mind you deserve. That means they should handle your secure architecture, testing, monitoring, updates, and ongoing support for you as part of their services.
Being Truly Secure is an Ongoing Process
When you’re selecting a content management system (CMS) to build critical digital assets like your website, security must be a top priority. It’s for that very reason more and more large businesses are looking to WordPress as their platform of choice.
However, it’s equally important to choose an agency you can trust, and one that has these security best practices incorporated into their approach. This doesn’t just stop at the delivery of your website, either. True security is a constant ongoing process, and your agency partner should help you through that.
Following the tips listed here will give you everything you need to build a resilient, secure website on WordPress, suitable for the enterprise.
Interested in learning more about WordPress? Discover how a global enterprise achieved game-changing results by using WordPress to build a secure, innovative, bespoke solution. Check out the story of RedeWire from Rede Partners LLP here.
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Development
9 November, 2023
Regulation of digital markets: Comparing UK and EU approaches
Digital markets have experienced significant growth and dominance by a few companies and their platforms, raising concerns about competition, consumer choice, and data access. To address these issues, both the European Union (EU) and the United Kingdom (UK) have introduced regulatory reforms.
The EU has implemented the Digital Markets Act (DMA) and the Digital Services Act (DSA), while the UK has proposed the Digital Markets, Competition, and Consumer Bill (DMCCB) and the Online Safety Bill.
We’ll look at the regulatory approaches taken by the EU and UK, highlighting similarities and differences in scope, applicability, the importance of consent and how to get started with compliance.
Data privacy regulations in the European Union
The Digital Markets Act applies to companies designated as “gatekeepers” by the European Commission. Gatekeepers are the owners and providers of what the Commission identified as core platform services (CPS), such as search engines, social networking services, video-sharing platforms, and cloud computing services.
Companies designated as gatekeepers must carry out self-assessments to determine that they have met and continue to meet both quantitative and qualitative criteria. The list of gatekeepers may grow or change over time based on these criteria.
The quantitative criteria include a minimum annual turnover of €7.5 billion in the EU and at least 45 million active monthly users on the relevant platform or service in the last three financial years. Qualitative criteria consider the impact, importance, and market position of the CPS provider.
The DMA’s requirements are similar in many respects to those of the EU’s General Data Protection Regulation (GDPR), but are broader in some ways, addressing additional access to and uses of end users’ personal data.
Data privacy regulations in the United Kingdom
The Data Protection Act 2018 (“DPA”) covers the general processing of personal data in the UK and came into force on 25 May 2018, just before the EU GDPR took effect.
Following the end of the Brexit Transition Period, the EU GDPR became part of UK law through the European Union Withdrawal Agreement, and the Data Protection, Privacy and Electronic Communications Regulations 2019 (Exit Regulations).
The EU GDPR gave rise to the UK GDPR, which came into force on January 1, 2021, as the EU GDPR no longer protected UK citizens’ data. It includes the provisions of the EU GDPR with only minimal changes to the core principles, rights and obligations for data protection.
The UK GDPR and the DPA 2018 (amended version) are now the principal data protection regulations in the UK. They require businesses to protect individuals’ data, obtain consent to collect and use it, and protect data subjects’ rights.
The Privacy and Electronic Communications Regulations (PECR) implemented the EU’s ePrivacy Directive (Directive 2002/58/EC) and sets out privacy rights relating to electronic communications. The PECR came into force in 2003 and .
The “British DMA”: Enter the Digital Markets, Competition, and Consumer Bill (DMCCB)
In the U.K., Parliament has yet to pass the British equivalent of the DMA, the Digital Markets, Competition, and Consumer Bill, or the DSA equivalent, the Online Safety Bill.
The DMCCB applies to digital commercial operations in the UK or affecting the UK market, which are deemed to have Strategic Market Status (SMS). The definition of a digital activity is broad and includes any service provided via the internet.
To qualify as an SMS, a firm must meet criteria such as conducting a digital activity linked to the UK, having substantial market power, and holding a position of strategic significance. Turnover thresholds of £25 billion global turnover and/or £1 billion UK turnover are also considered.
Obligations and requirements
European Union: Digital Markets Act
The DMA imposes various behavioral obligations on gatekeepers. These include allowing third-party interoperability, granting access to user-generated data, promoting fair competition, and prohibiting preferential treatment of the gatekeeper’s services.
Gatekeepers must appoint compliance officers and submit annual compliance reports to the Commission.
Additionally, gatekeepers are required to inform the Commission about mergers (any “intended concentration” irrespective of whether they’re notifiable under the EU Merger Regulation or national merger rules. (DMA Art. 14.).
United Kingdom: Digital Markets, Competition and Consumer Bill
Strategic Market Status (SMS) firms in the UK will be subject to strict behavioral obligations under the DMCCB. These obligations revolve around fair trading, open choices, trust, and transparency.
The specific requirements will be tailored by the Digital Markets Unit (DMU) and the Office of Communications (Ofcom), the regulatory bodies overseeing the DMCCB and the Online Safety Bill, respectively.
SMS firms must also report proposed acquisitions meeting certain thresholds to the DMU.
EU vs. UK processes
European Union: (Digital Markets Act)
The EU’s legislative-driven model designates gatekeepers based on size and imposes behavioral expectations through regulation. The European Commission develops and enforces these requirements for compliance from gatekeepers.
United Kingdom: Digital Markets, Competition and Consumer Bill (DMCCB)
The UK’s approach involves more regulatory discretion. The DMU and Ofcom determine if a company has Strategic Market Status and tailor specific remedies accordingly. This approach allows for a more flexible and tailored oversight of digital platforms.
Participatory regulation
In the UK, both the DMU and Ofcom adopt a participatory regulation approach. This means regulators work closely with target companies to develop behavioral expectations and codes that can be enforced. The companies conduct their own Duty of Care analysis, which is reviewed by regulators that provide guidance and work collaboratively to define behavioral codes.
This means that beyond what’s defined by the two regulations, gatekeepers and SMS are required to determine their own privacy requirements to apply to third-party businesses using their services.
The importance of consent management for EU, EEA and UK companies
While both the European Union’s Digital Markets Act (DMA) and the United Kingdom’s Digital Markets, Competition and Consumers Bill (DMCCB) emphasize the significance of obtaining user consent for data processing activities, there may be variations in specific requirements and implementation.
To address these differences and get ready for data privacy compliance, follow these steps:
1. Understand the regulations
Familiarize yourself with the specific consent requirements outlined in both the DMA and DMCCB. Identify any variations in terms of lawful bases for processing, explicit consent, and additional obligations.
2. Assess your website or online platform’s data processing
Assess your organization’s data processing practices and identify any areas of noncompliance. Scan your website and check its degree of GDPR compliance.
3. Implement a leading European consent solution
Choose a consent management platform that enables GDPR and ePrivacy-compliant user consent collection and signaling for DMA compliance. Ensure that the CMP provides features such as granular consent options, secure recordkeeping, and user-friendly interfaces.
The specifics of CMP implementation do depend on what platforms you’re using, like your CMS, as well as other tools, including Google Tag Manager and other services. Cookiebot CMP is flexible, has direct integrations with leading website platforms, and can be installed with just a few lines of JavaScript. There’s also a cookie WordPress plugin.
4. Customize consent banners
Tailor the consent banners displayed on your website or online platform to meet the specific requirements of each regulation. Provide clear information about data processing activities, purpose specification, and the ability to manage preferences.
5. Update your privacy policy
Review and update your privacy policy to align with the requirements of the DMA and/or DMCCB. Include details about the types of data collected, the purposes of processing, parties with access to the data, and how user consent is obtained and managed.
6. Train your team
Educate your staff about the nuances of both regulations and the proper implementation of consent management. Ensure they understand their roles and responsibilities in obtaining and managing user consent.
Final thoughts
The UK and EU regulatory initiatives are creating de facto global digital risk management standards, by taking significant steps to regulate digital markets and addressing concerns related to market dominance, competition, consumer choice, and data access.
While the EU has implemented the DMA and DSA, the UK is in the process of enacting the DMCCB and the Online Safety Bill. The approaches differ in some aspects, but there’s a shared goal of promoting fair competition and protecting consumer interests.
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UI Design
18 April, 2023
What is Visual Exploration in the Process of Web Design?
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:
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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Announcement
23 May, 2023
SoBold Selected as a Finalist for The Drum Awards for Marketing for Digital Transformation
We’re thrilled to announce that SoBold has been nominated as a finalist for an award at The Drum Awards for Marketing.
We’ve been nominated for our team’s outstanding work developing RedeWire, a unique, “game-changing” online portal for global financial services business Rede Partners LLP.
The Drum Awards for Marketing
The Drum Awards for Marketing are intended to highlight agencies and marketing teams that truly understand their clients. Focusing on outcomes, not outputs, these awards are designed to celebrate teams who have demonstrated the measurable value their work has delivered for their clients.
We’ve been nominated as a finalist in the transformation category. This category rewards creative and innovative thinking from agencies who have created a change in model or product to enhance experiences for their clients and their end-users.
The criteria on which the finalists were selected for this category included:
We’re incredibly proud to be named as a finalist for this award, especially since innovation, creativity, and strategic thinking are qualities that we actively strive to put into every project we work on for our clients.
“Game-Changing” Innovation – the RedeWire Platform
Global private equity (PE) fundraising advisory firm, Rede Partners, has a mission-critical process of keeping a large network of limited partner investors (LPs) updated with relevant, timely information about opportunities to invest in client funds.
The previous method of communicating this information to LPs was a large static PDF doc, produced once per quarter, shared with LPs via email. That approach is standard within the fundraising advisory industry, with many of Rede’s competitors using a similar approach.
But the Rede team recognised this needed to become more engaging for their clients, and our team here at SoBold provided an opportunity to innovate and transform this process.
We worked closely with Rede’s stakeholders to understand their challenges and define a clear set of strategic objectives. This allowed us to identify a way to remove this long-winded, one-way communication process with LPs and create a dynamic, interactive online portal.
RedeWire is the first of its kind, and has been identified as a “game-changer in the industry” by Rede’s LPs.
RedeWire successfully met Rede’s complex set of requirements, allowing them to:
The portal has already exceeded expectations for adoption, as it has made one of Rede’s critical points of communication with investors more efficient, effective, and engaging.
Check out our case study to learn more about the RedeWire platform here.
What they Had to Say
Gabrielle Joseph, Head of Due Diligence and Client Development at Rede Partners LLP, said:
“Originally conceived as a game-changer within our industry, we are thrilled with the outcome of RedeWire and have had several clients highlight how intuitive and easy to use the platform is.”
“Throughout the project, SoBold clearly understood our vision and provided thoughtful solutions to our needs. Choosing to partner with this team was one of the best decisions we’ve made, and we couldn’t be happier. We look forward to continuing to work with the team as the site evolves.”
One early adopter of the RedeWire platform also provided highly positive feedback, saying:
“This is a massive time-saver for everyone. I can’t believe how fluid and user-friendly it is. It will be a useful tool in 2023. We’re super impressed.”
Waiting for the Results
The results will be announced at the live awards show on June 15, 2023, in London. Congratulations must also go to our fellow finalists, Yodel Mobile, Braze, and Coterie Marketing.
Please keep your fingers crossed for us until then, and keep an eye out for the results this time next month!
In the mean-time, you can discover how financial services businesses should approach bespoke web development projects to successfully embrace digital transformation here.
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