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.
If you need more help in your evaluation of the various CMS options:
- Read our comparison between Sitecore and WordPress here.
- Read our comparison between Drupal and WordPress here.
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- 24/7 support
- Back-up and disaster recovery
- Fully-managed service
- Automated monitoring and alerts
- 99.99% up-time
- 100% pass-rate for data centre audits.
- WordPress by itself, out-of-the-box, is secure enough for most businesses to use.
- WordPress in the hands of an inexperienced or negligent agency will create significant security risks.
- WordPress is the hands of a dedicated, specialist partner is a platform you can trust and rely on without any concerns.
- Demographics
- Goals
- Challenges
- Motivations
- Preferences
- Frustrations.
- Design look and feel
- Structure and navigation
- Features and functionality
- User experience
- Content and layout
- Calls-to-action
- Speed and performance
- And anything else relevant to your project.
- A bespoke client-facing website that represents your brand and provides direct access to your products or services
- An internal web portal, either for training employees or for networking and sharing of information
- A bespoke intelligence platform with powerful data and analytics capabilities
- A new content management system (CMS) that can provide greater flexibility and scalability for a portfolio of multiple sites
- A unique tool to transform inefficient manual processes into a simple digital platform
- A bespoke website that integrates directly with a wide range of other back-end tools and technology, such as your CRM system.
- Experience working with businesses in the healthcare sector
- A strong portfolio of successful bespoke development projects
- The expertise to guide you and help you make the best decisions for your project
- Certifications and accreditations
- Compliance with healthcare sector regulations
- Security and data protection built into the core of your project
- Secure hosting supported by back-up, disaster recovery, and risk mitigation plans
- Ongoing support services to maintain, update, and optimise your site
- Additional advisory services to help you gain as much value from your technology as possible.
- Boosting engagement with customers, with an outstanding UX and personalised services
- Increasing customer retention and loyalty
- Enabling real-time interactions with data and greater analytics capabilities
- Higher adoption rates of internal systems and improved business performance
- Reducing costs by streamlining inefficient processes and removing outdated technology
- Strengthening your corporate network with enterprise-grade security
- Achieving competitive advantages in a highly competitive market.
Digital Business
25 January, 2023
Is WordPress Secure Enough for Large Businesses?
Summary
Despite being the most popular content management system in the world, many large businesses and organisations in strictly regulated industries are still asking, “Is WordPress secure enough for us?”
This article will give you a detailed explanation of how WordPress can provide enterprise-grade security, to help you make your own decision about whether it’s secure enough for your own business. We’ll also share some helpful tips to enhance the platform’s security and reduce its risks even further.
As technology has become more pervasive in our daily lives, cyber security concerns have intensified, especially in the workplace. Each year, we read about more high-profile cases of global brands becoming victims of malicious cyber attacks, most often with sensitive data being the real target.
As a business, you should be increasingly careful and vigilant about the technology solutions you deploy today. This is even more important for large businesses and organisations in industries with strict regulations, where the consequences of security issues can be catastrophic.
When you’re choosing a content management system (CMS) to build critical digital assets like your website, security must therefore be a top priority.
Despite being the most popular CMSs in the world today – powering almost 45% of the world’s websites – WordPress is still seen by some as the platform for smaller organisations. You’d think its popularity alone would be sufficient evidence that WordPress is secure, especially as a large fraction of that user base includes enterprises across both the public and private sectors. However, when it comes to WordPress security, there are still some question marks.
So, is WordPress secure?
Yes, absolutely.
But there are certain factors and potential pitfalls you should be aware of if you’re considering WordPress as your CMS of choice.
Understanding Security in a CMS
As business challenges with cyber security and data protection continue to grow, selecting a platform that offers robust security is crucial. But how does that work, exactly?
Ultimately, a CMS like WordPress is just a piece of software, and all software can be vulnerable to security issues in a variety of ways.
The most obvious of these is a cyber security attack, either by hackers, a virus, or malicious software (malware). Any CMS used in a business environment needs to be built to withstand these attacks on a daily basis, and WordPress is definitely capable of doing so.
Another significant risk is when software has accidental weaknesses, issues, or vulnerabilities – known as bugs – built into its code. Bugs are common in software, and they can manifest as anything from a box appearing in the wrong place on your website to a platform vulnerability that leaks mission-critical data to cyber criminals.
Bugs aren’t difficult to fix, and we’ll explain later in this article why WordPress users can be confident that these kinds of risks are minimal with the platform.
However, when it comes to a CMS’s security, it’s important to understand the following point:
The biggest security risks, and the greatest opportunities for cyber criminals, are unsafe user behaviour, lack of best practices, insufficient maintenance, and poorly built sites. Not the platform itself.
Your behaviour, and the behaviour of your end-users, is an area that can be exploited or cause problems if you don’t prioritise security. That’s why it’s necessary to take a proactive, rather than reactive, approach to protecting your data. The rest of this article will help you do that, and remove any concerns you still have about WordPress security.
Is WordPress Secure?
The misconception that WordPress isn’t secure enough for large businesses still lingers, but why? Well, the main reason is because the platform is free-to-use, and so it was initially most popular among B2C blogs and smaller independent businesses.
Today, however, this couldn’t be further from the truth. Industry-leading enterprises such as private equity advisory firm Rede Partners LLP, global investment firm Coller Capital, and global research and advisory leader Forrester use WordPress for their CMS, just to name a few. This goes a long way to proving the apprehension towards WordPress security is unnecessary.
So, let’s explore the WordPress platform in more detail to understand why these global enterprises have full confidence in the security of their data, as well as the data of their clients and partners.
WordPress is already a secure, stable platform out-of-the-box.. You can rest assured its core code is highly secure, because it’s overseen by a team of security experts who thoroughly test and quality-check it on a continual basis. They regularly release updates and reinforce any potential weaknesses before they’re exploited to protect you against any new-found threats.
A team of security analysts study the ever-changing cyber security landscape and respond to it with speed and precision.
While WordPress may be seen by some as a CMS for small businesses, the speed at which security updates are implemented is arguably the best in the world when compared to other platforms.
WordPress is also open-source software, which means all the code it’s built on is available to the public. Anyone from outside the WordPress team can view it, download it, and make adjustments to it. Users often suggest their own changes and updates to the code by submitting them to the WordPress moderator team for approval. If improvements are made to the WordPress code, these updates will be released to the global user base.
These people are part of a global community of dedicated, passionate users who work hard to ensure the platform is always developing into the best version of itself possible. Anything WordPress’s own team misses, the developer community will catch. This means users are often fixing bugs and shutting down potential opportunities for cyber criminals, keeping the platform safe for everyone else.
WordPress Security Vulnerabilities
While WordPress does have the support of some of the brightest developers in the world, who keep it as secure as possible, they can’t take care of everything for you. As mentioned earlier, your biggest security risks will probably lie within your own business, regardless of what CMS you’re using.
Additional security vulnerabilities can arise in certain scenarios, often caused by ignoring best practices or failing to take responsibility for simple maintenance of the platform.
Web Hosting
Your hosting environment is an important factor that can influence how secure and protected your data will be. Your WordPress websites will be hosted in a server that stores your files and data in a data centre.
WordPress, like any platform, should be hosted in a secure environment, with an experienced provider who prioritises security as part of their services. This should include putting proactive security measures in place for scenarios like unplanned down-time or even natural disasters.
Secure hosting should also involve automated monitoring for malicious activity and vulnerabilities in your servers and software, as well as incident response.
Before choosing your hosting service, be sure to carry out some due diligence and look into the security best practices of your host. In many cases, it’s wise to work with an agency partner who will help you with this, but more on that later.
Plugins
While the WordPress community is one of the platform’s greatest strengths, interacting with unsafe additions to the software can also be its downfall for some businesses. It’s important to be cautious of the constant stream of new features, updates, and plugins being made available, because some of them could create issues for you.
To avoid these problems, you shouldn’t download plugins unless they come from recognised, credible sources. Furthermore, you should always ensure all your plugins are correctly tested, maintained, and updated.
We appreciate this may sound complicated. For that reason, you should entrust this responsibility to a partner. When using WordPress to build and manage websites, a good agency should help you ensure everything is secure and up-to-date.
Software Updates
When you’re running a website or application on WordPress, you’ll regularly receive software updates from the platform. Any time an update comes through, it’s because certain bugs have been fixed or some improvements have been made.
It’s crucial that you keep up with WordPress updates because they’re there to keep your site secure. By leaving your site running on outdated versions, you’re at risk of a known issue being exploited by cyber attacks. Again, this should be taken care of by your agency partner so you don’t need to worry about keeping your web platform up-to-date.
Tips to Strengthen WordPress Security
If you still have doubts, there are some simple steps you can take to further strengthen the security of the WordPress CMS. Some of these more general tips can also be applied to most website platforms and other software software products in general as well.
Use a managed hosting service that offers enterprise-grade security.
You wouldn’t rent an office in a building that leaves its doors unlocked at night. Why would you place your sensitive data in a data centre that isn’t fully secure?
Some things you should consider non-negotiable for a web hosting provider to offer include:
Put back-up and disaster recovery services in place to ensure you’re protected from all potential risks.
To build on the above point, ensure your hosting service has measures in place for back-up and disaster recovery. This fail-safe measure will give you a way to save and recover all your data in the event of any losses.
Do not use, or allow your agency to use, any plugins from unrecognised sources.
As mentioned earlier, only use plugins from sources you trust. You should also keep all plugins and additions to the platform up-to-date, and make sure they’re rigorously tested – or, rather, make sure you can rely on your agency partner to do this for you behind the scenes.
Use plugins alongside security-specific enhancements.
You can further bolster the security of the WordPress platform by leveraging security-specific plugins such as WordFence, Sucuri, and Defender Pro. These can inform you of potential vulnerabilities or incidents so you can respond quickly before they have an impact on your business.
Don’t use tools that enable direct access to your site database from within the dashboard.
Some digital tools or extensions give direct access to your site’s database or files from within the dashboard, to make managing your website easier. This is something to avoid, because they’re often a major security risk.
Enable SSL
Enabling SSL (Secure Sockets Layer) introduces a protocol which encrypts the transfer of data between your website and your users’ browsers. This makes it more difficult for cyber criminals to steal information and data online.
Encourage your users to follow security best practices.
You can put all the security measures and data protection possible in place, but they could all be for nothing if a weak password or bad behaviour compromises your website.
Some security best practices every business can easily implement include making strong passwords compulsory among all users and introducing additional measures like two-factor authentication.
Rely on an Expert to Minimise Your Security Risks
As touched on throughout this article, another factor which will determine how secure your WordPress platform is will be which agency you decide to work with.
While deciding whether to invest in WordPress is a big decision, don’t underestimate the importance of finding the right agency partner to support you with your CMS, especially when it comes to WordPress security.
Ultimately, you should understand that:
Your data will be fully protected if you work with an agency who takes security seriously and prioritises it at the core of every development task they deliver for you.
That means they should be capable of handling secure architecture, testing, monitoring, updates, and ongoing support for you as part of your service. You should always take the time and care to find a specialist agency partner who has a proven track record of building robust, reliable sites, to ensure you’re minimising your risk.
WordPress is a Suitable Platform for the Enterprise
Cyber security and data protection are critical for businesses of all sizes, across all industries. But it can’t be denied that large businesses often face more severe consequences by falling victim to a cyber attack or data breach.
Choosing a platform that you have total confidence in is a necessary factor in the process of evaluating your options for a CMS.
When you have your own role and responsibilities to focus on, the last thing you want is to be constantly worrying about the security of your site. Following the advice and best practices listed in this article will provide you with a highly resilient WordPress platform with enterprise-grade security. That will allow you to spend more of your time creating an outstanding website that differentiates you from your competitors and drives business growth.
If you need more help understanding and evaluating platforms to deliver a web design and development project, read our comprehensive guide to selecting the right solution here.
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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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UX Design
11 July, 2022
Speak our language: UX/UI Glossary
For designers, it’s almost an impossible task to effectively deliver a project without understanding the joint language of design. This terminology and jargon can often get thrown around in meetings, although it’s good practice to read the room and speak a mutual language it’s good to get a little insight. Below is a glossary of essential UX/UI terms grouped into topics.
General terms
Accessibility
A measure of a web pages usability for a range of people, including people with disabilities.
Design system
A document that houses design components and styles to use across a website or product, ensuring consistency.
Design thinking
The process of creating and executing strategic ideas that solve problems.
Flat design
A form of design that focuses on minimalism using 2D elements and strong colours.
Human-centred design
An approach that finds solutions with a human perspective in every step of the design process.
Information architecture
Or otherwise known as a sitemap, is the structural design of information.
Landing page
A stand-alone page that a person lands on after clicking from a digital location.
Onboarding
A flow that guides the user through a set of instructions such as choosing preferences, product usage and UI elements.
Responsive design
A design and usability process that adjusts content based on the device screen size.
UI Design
This determines how an interface will look and guide the user on how to interact with a product such a colour choices and layout.
Usability
The quality of the start-to-end user experience.
UX Design
The process of determining how a digital product should work based on relevant user research and best practices.
Acronyms
CTA (Call to action)
A graphical component that guides the user through the main flow and encourages them to take a specific action. Normally it will be the element that stands out most on a page.
CWV (core web vitals)
Are three metrics that score a user experience loading a page, those are: how quickly content loads, how quickly a browser loads the webpage and how unstable the content is as it loads.
GA (Google Analytics)
A web analytics service offered by Google that tracks and reports web traffic.
KPI (Key performance indicators)
A Performance measurement approach based on certain metrics over a certain time period.
MVP (minimum viable product)
A version of a product that is released with just enough features that deliver on the initial user needs to then improve and develop further.
PM (Project manager)
A person that leads a team in order to achieve all the project goals in a set of timelines.
SVG (Scalable Vector Graphic)
A two-dimensional vector-based graphical element that is scalable and widely supported across the web.
SWOT (strengths, weaknesses, opportunities and threats)
A marketing tool that identities assess your business and analyse your competitors.
Design Process
A/B testing
A UX method that involves showing two versions of a specific page or product to see which one works better.
Card sorting
A technique that can be used by both UX designers and users that help determine the information architecture of the product based on logical ordering.
Cluster mapping
In other words, an affinity diagram is for sorting UX user findings into organised sets to lay down the foundations for desirable features.
Competitor analysis
A research method that shows strategic insights into a competitor’s features, functions and even visual positioning.
Eyetracking
A study that allows researchers to evaluate the movements of a particular user when they are using a product.
Focus group
Typically a researcher will talk to a group of people to find out opinions and generate ideas on the product or service.
F shaped pattern
Is a layout designed to guide the user’s eye to specific information based on human behaviour.
Mockup
A visual representation of a product in an environment could be a concept or the finished product.
Moodboard/style scape
Is a collection of visual inspiration gathered from an initial concept to visually communicate an idea.
Prototype
Is an early version of a product that is simplified to test main user journeys and functionalities.
Sketch
There will always be a place for pen and paper. At this stage in the prototyping process, a researcher can quickly come up with design solutions and compare them to determine the best one.
Storyboard
A visual way of communicating the user journey.
Usability testing
An approach that is done typically throughout the whole design process, ensuring that the product has ease of use and matches the user’s requirements.
User flows
A flow that represents a users task from an entry point to a desirable end one.
User interview
A one-on-one chat that can gather information for a user persona and insight on their behavioural habits on a product and or service.
User journey
Like the user flow, a user journey is a route that maps out their journey from beginning to end, the difference is that a journey includes emotions and behavioural choices.
User Stories
A narrative-based resource that sums up the patterns of how they interact with the product, focusing on motivations and frustrations.
Wireframes
A low-fidelity design that focuses just on structure and layout without clouding the mind with visuals. Its purpose is to ensure the interaction between user and interface is solid.
Design elements
Breadcrumbs
A layered component that allows users to navigate through multi-level pages.
Contrast Colour
Ensuring there is enough visibility between two colours to the layer or text is legible and ideally meets WCAG standards.
Grid
Is a layout system with rows and columns, making it easier for designers and developers, also for making clean and symmetrical interfaces for users.
Layout
The order of certain content such as text and images are laid out on a page.
Navigation
An organised hierarchy of information allows the user to find the information they are looking for.
Typography
Typeface or Font. there is a difference. A Font is a weight or variation of a typeface and typography is the arrangement of those styles to ensure it’s legible and appealing.
White space
Or negative space is the strategic positioning of elements on a page so they have room to breathe and for people to absorb content.
Widget
A self-contained design component that has certain functionality.
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UI Design
18 April, 2023
Understanding the Important Role of Research and Planning When Designing a New Website
Before you begin working on the design elements of a website project, it’s important to begin with, what we at SoBold call, a research and planning phase.
The purpose of a research and planning phase is to ensure that every single decision you make about your design will result in a more effective website, both in terms of your business goals and your users’ needs.
During this phase, you’ll work alongside your chosen agency to define the full scope of your website and all its requirements. This phase will also involve looking closely at your target audience, trends in your market, your competitors, and any data available from your existing website.
This research is extremely useful in shaping the direction you take with your website and helping you to capitalise on certain trends that may align with your strategic objectives.
In this article, we’ll explain how a research and planning phase works to help you know what to expect when entering your own website design project.
If you’d first like to gain a better understanding of the full end-to-end process of web design, read our previous article here.
Website Strategy Workshop
A research and planning phase usually begins with a strategic workshop. This workshop will bring all the relevant stakeholders together, either in person or over a video call, to agree on the goals and parameters of the project.
A workshop is a great collaborative environment to help your agency become even more familiar with your brand, your target audience, and the outcomes you’re looking for from your new website.
Your agency should work closely with you to determine how the objectives you have for your new website feed into your wider business goals. That will be the key to finding the right approach to designing your website.
Once the workshop is completed, the research can begin.
Leveraging Data to Dictate User Experience (UX) Decisions
Every decision you make about your website’s design needs to be informed and justified by data.
As it’s becoming increasingly difficult to capture and retain your audience’s attention, nothing can be left to chance. It’s also negligent to overlook the vast range of valuable insights available to you within your data, and the data in the public domain.
Google Analytics
Your agency should begin by analysing the performance of your website in Google Analytics. This can help to help understand the current behaviours and trends from your website users.
Most businesses use Google Analytics, but few understand the right things to measure. For many businesses, Google Analytics is an untapped gold mine of data and insights that can help you improve site engagement, retain more visitors, and ultimately grow your business.
You can conduct a thorough analysis of things like:
1 – Your Audience Acquisition
Google Analytics can help you identify where your visitors have found you and accessed your website from.
Whether through organic search, social media, direct, or referral, you’ll learn how all your visitors are acquired. This information is vital, as it can allow you to tailor different parts of your website to certain visitors at various stages of their journey with you.
For example, if organic traffic is a key driver of your website traffic, it’s important for your agency to ensure that lots of the hierarchical structure of copy is maintained throughout the site.
This is also helpful in optimising your wider digital marketing strategy, by recognising what’s working well and what isn’t, from a web traffic perspective.
Bonus Tip – If you’re running Google Adwords, make sure your agency partner is aware of all the URLs that need to be redirected, and that this doesn’t affect your ad spend.
2 – Your Visitors’ Demographics
Google Analytics can provide detailed insights into your website’s visitors, with data covering everything from age, gender, location, language, and more. This helps you gain a clear, specific understanding of who’s coming to your website, and that can inform important decisions about your design.
It will also help you determine whether or not you’re attracting the right audience, which could alert you to a need for changes in your design and branding.
Bonus Tip – If you have a lot of visitors from other countries, you may need to talk to your agency about setting up a content delivery network (CDN) on the hosting server to deliver content from that location.
3 – Your Visitors’ Interests
You can use Google Analytics to view information about your visitors’ interests, past searches, and other online behaviour. This can help you identify what they’re looking for when they’re visiting your site. You can then tailor your design and content to match any unaddressed questions, challenges, or needs they might be looking to meet.
4 – Your Visitors’ Behaviour
Google Analytics can give you a graphical representation of your visitors’ behaviour when interacting with your site. This includes where they’ve entered your site, where they went next, what their whole journey through your site looks like, and where they eventually left.
This provides great opportunities to optimise certain pages that aren’t performing well enough. You can also learn what your visitors respond well to from pages that already have strong engagement.
Mapping your users’ journeys may also uncover insights to help you create links between certain services, hone in on special offers that will drive increased conversions, and many other ways to boost engagement.
5 – Your Conversions
Your conversions are a critical measurement of your site’s success. Whether you’re aiming for subscriptions, demo sign-ups, contact form submissions, downloads, or anything else, failing to achieve your conversion targets means something isn’t working.
You can use Google Analytics to set goals for conversions, monitor performance, and highlight areas where you need to improve.
Taking this analytical approach will ensure your website’s design is tailored to supporting your strategic objectives.
Bonus Tip – On July 1, 2023, for continued website measurement, you’ll need to migrate your original property settings to a Google Analytics 4 (GA4) property. Your agency partner should be on top of this though.
Data Tracking
Next, if applicable, your agency should review any existing tracking resources you have in place on your website.
A successful website design is based on many different factors, each an important component in engaging your audience, converting them into clients, and growing your business.
This is why it’s useful to look into key metrics you may use to measure your success against, then use the related data and analytics to inform your design. Tailoring your UX based on your findings will ensure your website is designed specifically to optimise your user behaviours.
Bonus Tip – If you don’t have any additional tracking in place, both HotJar and Crazy Egg are great tools to use.
Analysing External Factors
Understanding Your Target Audience
One of the most important parts of building a new website is understanding the preferences of the audience you’re targeting. You know what your ideal customer profiles (ICP) look like, but do you understand how they behave when interacting with websites online?
Every decision about your website’s design must be made with consideration and empathy for your users. As touched on in the previous section, audience research will include a wide range of variables, including:
This part of the research will contribute towards building user personas and user journeys at a later stage of the design process.
A user persona is a fictional person that you can use to represent the target audience of your website. These personas will help you focus on the desired interactions between the ideal user and the website you’re building. Creating personas also helps to map the users’ needs to your goals for the project.
A user journey is a path that a user may take to reach their goal when using your website. Hypothetical user journeys are created at this stage, as they help to identify the different ways the site’s design needs to enable the user to achieve their goal as quickly and easily as possible.
With these, you can begin to paint a picture of how your target audience will interact with your website, allowing you to create a satisfying user experience.
Industry Landscape
Researching your industry landscape will reveal a great deal about what to do, and what not to do. An analysis of the wider market you operate in will help you benchmark yourself against industry leaders, and highlight mistakes being made by any businesses lagging behind. It’s useful to be aware of any industry trends or points of influence that may inform your website’s design as well.
Bonus Tip – You’re an expert in your industry. Your agency is not, but they are experts in web design and marketing trends. Work closely together by leveraging each other’s knowledge and expertise to paint the full picture of what makes modern websites successful from a design perspective.
Competitor Research
It’s also crucial to conduct a thorough competitor analysis to see what the benchmark is for a successful website in your industry. Conversely, some competitors may provide examples of bad design that can help you identify pitfalls to avoid with your own site.
Around five of your competitors is usually a good number to look into. To do this, your agency should work with you on assessing their websites in key areas such as:
This research will allow you to recognise opportunities, gaps in the market, important trends, and any other insights you can gather.
Making Data-Driven Decisions
Following all this research, your agency will work on developing a strategy for your website, recommending the optimum route through the rest of the design process.
Your agency will provide a report detailing all the findings from the strategy workshop and research. This should often include a sitemap document and a content framework for your site as well.
An agency should always provide the opportunity for feedback and iterations on crucial documents like this, so you should then be given time to review this and provide feedback.
Bonus Tip – Don’t be afraid to ask questions, challenge things you’re unsure about, or change your mind during this feedback and revision process. These are big decisions, and it’s important to be 100% sure about the direction your website’s design is being taken.
Once you’ve worked through this feedback with your agency and you’re happy with everything they’ve planned, you can then move into the phase of the project that focuses on the visual identity of your site.
Bringing it All Together in the Design
A thorough, well managed research and planning phase is an essential part of designing a successful website. By having a strategy backed up by tangible data in place, you’ll be able to work through the remaining phases of the overall design process in a more efficient and effective way.
It also helps anticipate any challenges or potential issues in the design process and allows you to mitigate them before they arise, saving you time and money in the long-run.
This phase is arguably the most important in ensuring your agency can meet your specific requirements and expectations, on time and within budget.
If you’d like to discover what’s involved in the next phase of a web design project, exploring the visual identity of your site, read our next article here.
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Digital Business
10 March, 2023
How Healthcare Businesses Should Approach Bespoke Web Development to Set Themselves Up for Success
Many businesses in the healthcare sector require some form of bespoke web development in order to remain competitive today. But entering into a bespoke development project can be a daunting challenge, with plenty of risks attached to it.
This article will answer your pressing questions about bespoke web development, and provide you with a step-by-step guide to set yourself up for success when approaching your own project.
In recent years, modern healthcare has been driven forward by great advances in technology. Organisations in the healthcare sector have leveraged cutting-edge digital technology to transform the way healthcare services are delivered for the better.
But with that positive change comes a shift in expectations to improve technology across the board.
Whether you’re a practitioner or a healthcare solution provider, you now must deliver your services to your end-users through the latest digital channels if you want to keep up with the rest of the industry.
If you’re unable to meet modern expectations for an effortless consumer-grade user experience (UX), your clients and partners will be left unsatisfied and may look elsewhere for a more convenient alternative. This can also apply to your internal systems and processes, as your employees also want intuitive digital tools in order to do their work efficiently and effectively.
To achieve this, you need a sophisticated website that serves your users in a way that’s specifically tailored to their needs and preferences, while also supporting your strategic business objectives. Given the complexity of the healthcare sector, that will likely require you to develop a website with bespoke features and functionality.
Of course, any website you develop also needs to be secure and compliant, and flexible enough to adapt as your business grows or healthcare technology trends continue to evolve.
Going Beyond the Basics with Bespoke Development
While a more straightforward, simple website may be sufficient for small and medium-sized businesses, such a limited approach will prevent companies in the healthcare sector from retaining clients and staying competitive.
If you’re struggling to deliver exactly what your clients or other users are looking for, particularly in an industry as technical as healthcare, you may need to build a bespoke website. This could include anything from:
With a bespoke development project, the possibilities – and opportunities for innovation and growth – are virtually endless. You can discuss your current business challenges among your team, and then create something purpose-built to solve those specific challenges.
Of course, coming up with an idea for an exciting new site is the easy part. For many businesses, it’s an additional challenge to know where to go next. To make that easier for you, we’ve provided a simple, proven process here to help you plan and launch a bespoke web development project that will set you up for success.
A Process for Approaching Your Bespoke Development Project
Start with the “why” and think about what you’re trying to achieve
As touched on above, it’s important to have a specific reason for building a bespoke site. Whether it’s to achieve a strategic business goal, like customer growth, or overcome a prominent challenge, like inefficient processes, you need a clear purpose.
Determine exactly what you’re trying to achieve with your website and why it’s being developed. A big part of this will also relate to delivering on a specific need or solving a specific problem for your users as well.
Thinking of how it will help your users in a valuable way will make it easier to understand what sort of features and functionality you’ll require.
List all your requirements and use them to create a project brief
Once you’ve completed that first step, you’ll already see a list taking shape, with requirements for design, usability, capabilities, and so on.
Note down all those things your website needs to do and use that to create a project brief. This is a simple written document containing all the ideas you think are relevant to your site, including both functional and non-functional requirements.
The purpose of this is to make your request as clear as possible for the design and development agencies you speak to.
The more specific and detailed your brief is, the better, and that includes things like your initial ideas for cost and timelines. This will help ensure your agency will deliver what you’re asking for on time, within your budget, and matching your specifications. Without a clear, specific brief, you could wind up disappointed and maybe even over-spending.
Evaluate the options for a technology platform to build on
Most websites on the Internet are built using a content management system (CMS). This is almost certainly the type of platform you’ll want to use to create, edit, and publish all the content on your website and manage things behind the scenes.
Every business is unique, and every bespoke development project is different, so you need to use the work you’ve done in the previous two steps to help you select the right CMS.
By this point, when you’re evaluating platforms, you should already know your objectives, your requirements, your users’ needs, your budget, your existing technology stack, and so on.
Take all these factors and use them to determine which CMS is the best suited to deliver exactly what you want.
Something that’s important to note is that integrating a new website with other systems can be complex, particularly if you’re building your site on a new platform rather than an existing one.
When planning a bespoke development project, you’ll need to consider how easily your new platform will integrate with your other systems.
We recently produced a helpful series of articles comparing some of the leading CMSs for enterprise website development. You can read those here:
Find the right agency partner to design and develop your site with you
As mentioned earlier, you’ll likely need to find a design and development agency to partner with in order to create a bespoke website.
Building, managing, and supporting a high-performance website in the current technology landscape is extremely difficult, especially in a strictly-regulated industry like healthcare.
Not only should you look for a partner with a proven track record of delivering bespoke websites, you should also try to find one with healthcare sector-specific experience as well.
Which agency you choose will have a significant impact on whether your development project is successful, but also on whether or not your new website is successful in the long-term as well. It’s a decision that mustn’t be taken lightly.
Some of the qualities and capabilities that are important to look for when assessing your options for an agency partner include:
What Does a Bespoke Website Require to be Successful?
Once you’ve found a CMS and an agency you’re comfortable with, the next step will be to design and develop your bespoke website.
This will involve working to the requirements you noted in your project brief, but there are also some essential qualities and characteristics of a successful website in the current digital business landscape:
Enterprise-Grade Hosting
Ensure your agency can provide enterprise-grade, secure hosting, ideally with managed services, from a trustworthy provider. Not only is your hosting environment responsible for the security of your site and protection of your data, but it can also influence the speed and performance of your site.
If you’re in a position to build a bespoke website, you’re likely going to be dealing with a high volume of data and a large audience of users, so it’s important that you have a hosting service that can manage that without any disruption to your services.
User Experience
Whatever services or products you provide to companies in the healthcare sector, a great UX is the foundation of any successful website. People working in almost all industries now expect the same convenient consumer-grade experience they receive from the technology they use in their personal lives. Your website needs to be as quick and easy-to-use for your visitors as apps like LinkedIn and Amazon.
This also applies if the sites you’re looking to build are internal-facing for employees. Workforces now also demand a seamless experience with company systems, and providing this will create gains in efficiency as well as competitive advantages.
A great UX usually leads to a strong ROI.
Performance and Functionality
Your website connects you directly to your clients. Flip that to your client’s perspective, your website is a direct reflection of the quality and professionalism of your services.
If your website is slow, or doesn’t give your users what they need in terms of performance or functionality, they won’t hesitate to look elsewhere.
Security
Businesses today run on data. The data of your clients, partners, and your own critical data will be at risk if any technology attached to your network is not secure.
As mentioned earlier, you need to make sure your site is hosted in a secure environment with robust data protection measures in place. But security isn’t just about hosting. Security also comes down to a wide range of best practices, like regularly testing your site and updating your platform.
When your clients and partners are working with highly sensitive medical data, all your technology must also be highly secure and compliant with industry regulations.
Again, these are all critical things that your agency partner should be experienced enough to handle for you.
Personalisation
Personalised user experiences are becoming increasingly important for businesses to deliver to their clients and employees these days. One of the key advantages to a bespoke website is that you’re able to provide each of your users with personalised content and services, tailored to their needs, at each stage of their user journey.
Scalability and Agility
More often than not, a bespoke website is a key point of differentiation and an enabler of business growth. When you begin to achieve that growth, your requirements will evolve and your website will need to be agile enough to adapt easily without disrupting business continuity.
When planning and building your new site, ensure it’s developed with long-term growth and seamless scalability in mind.
The Benefits and Advantages of Bespoke Development
If you’re able to follow this process and incorporate some of these qualities into your new bespoke website, you’ll have something completely unique to your business. This should set you on the right path to accelerated business growth. But a bespoke website, once built and deployed, can begin to deliver a range of additional benefits and advantages too. These include:
The Healthcare Sector Runs on High-Performance Websites
As technology continues to evolve and drive more disruption, it’s becoming increasingly important to keep up with the resulting trends. A bespoke web development project allows you to reach beyond the limitations of a basic website and give your users exactly what they need from your services.
It also enables you to create a high-performance website that’s entirely unique to your business, differentiating you from your competition.
In the current healthcare sector, it’s easy to appreciate why this is quickly becoming a necessity, rather than a “nice-to-have” for many leading businesses.
Discover how global healthcare group, Clanwilliam, used bespoke design and development to take their brand to a new level and transform the capabilities of their marketing.