18 Ways WordPress Development Agencies Can Supercharge Their Workflow

How WordPress Development Agencies Can Improve their Workflow

As WordPress development is at its all-time high, WordPress development agencies need to roll up their sleeves to deliver perfection in all of the projects. They have to meet all of the customers’ expectations, manage the workflows completely, and win hearts to remain ahead of the competition.

It’s too much to achieve and take care of, right? But, if WordPress development agencies can have a skilled approach and know the right tools & technologies, it’s easy for them to remain efficient all through the process.

In this blog, we’re going to decode 17 such strategies that will help WordPress development agencies deliver better-quality projects and leverage their workflows. We also have suggested a few tools to use while implementing these strategies. So, let’s dive into them right away.

Modern WordPress development workflow for agencies

WordPress development agencies can enhance their workflow by implementing efficient processes, effective tools, and best practices. Improving workflow not only increases productivity but also ensures the delivery of high-quality websites and services to clients.

A modern development workflow enables agencies to handle multiple projects, maintain consistency, and scale operations. This guide provides a step-by-step breakdown of the essential tools, practices, and strategies that make up a rich WordPress workflow for agencies.

1. Plan for sustainable success

modern wordpress development workflow

Successful projects start with careful planning. Before any coding begins, clearly define objectives and map out the project requirements. Collaborate with the client to understand their needs, set realistic timelines, and break down the project into manageable tasks.

Tools for project management: Tools like Trello, Asana, WP Project Manager, and ClickUp can help organize tasks, set deadlines, and track progress. These platforms are especially useful for agencies juggling multiple projects. They ensure that team members have a clear view of priorities and dependencies.

2. Set a development environment

A consistent development environment reduces setup time and prevents bugs caused by mismatched configurations. The recommended setup for most agencies includes three environments: local, staging, and production.

  • Why Standardize Environments? Tools like Docker, LocalWP, or DDEV allow each developer to work within the same environment, reducing the risk of environment-specific issues.
  • Environment Breakdown:
  • Local Environment: For developers to work without impacting live websites.
  • Staging Environment: Used to test features and updates in a production-like environment.
  • Production Environment: The live site, is accessible to users.

Also read: Most Powerful WordPress Localhost Services to Use in 2024

3. Manage version control with Git

Git allows teams to manage code efficiently, track changes, and collaborate seamlessly. A branching strategy, like Git Flow, helps agencies organize development by isolating new features and bug fixes.

Adopt a clear branching strategy, using main branches for production and feature branches for ongoing development. Incorporate pull requests and code reviews to ensure that every change is checked before merging into the main branch.

Popular tools: GitHub, GitLab, and Bitbucket make it easy to manage repositories and collaborate across teams.

4. Automate with CI/CD pipelines

Continuous Integration and Continuous Deployment (CI/CD) streamline the deployment process, reducing errors and saving time. Automate testing, deployment, and code quality checks in a CI/CD pipeline to maintain high-quality standards.

5. Improve code quality and test for reliability

modern wordpress development workflow

Maintaining high code quality ensures consistency and reduces the risk of bugs. Automated testing is essential to a modern WordPress workflow, offering a safety net for all changes.

  • Linting and standards: Implement linters like PHPCS for PHP and ESLint for JavaScript to enforce coding standards.
  • Testing tools: Use PHPUnit for PHP testing, Jest for JavaScript unit tests, and Cypress for end-to-end testing to verify functionality across different scenarios.

6. Improve your team collaboration efforts

Just like it takes a village to raise a kid, it takes a team of experts to bring a praiseworthy WordPress project into being. You need developers, testers, UI/UX designers, and many more experts on board to create a work of art. 

More than having all of them on board, their effective communication and collaboration matter the most. You might not know, but miscommunication costs an average of $420,000 per year, according to The Holmes Report. 

When team collaboration is not fully streamlined, confusion and error are bound to happen. 46% of employees get into misleading directions and confusion because they don’t receive regular updates from their supervisors. 

So, if you don’t want to face all these hassles, you need to work on team collaboration. WordPress development agencies must have a strong within and outside team communication network so that crucial data is exchanged immediately and every member of a team is informed about the project’s progress. 

Tools like Slack are of great help in this regard. 

Slack home page

Using its unmatched team collaboration capabilities, WordPress development agencies can: 

  • Communicate with team members at any time and from any device 
  • Share the project updates within a team without any delays and confusion 
  • Have a common workspace where different departments work simultaneously 
  • Have dedicated channels for specific projects, departments, and tasks 

There is more to it. We can only tell you that a powerful team collaboration tool is required if you don’t want to deal with missed details, no swift data exchange, and project confusion. 

All of these are going to bog you down, and if you’re not fixing them on time, on-time project submission is not going to happen. So, it’s better to grab a viable team collaboration tool and bring seamlessness in key workflows.

7. Speed up your project workflows

If you want to grow as a WordPress development agency, speedy project delivery is one of the many ways to achieve this goal. With quick time-to-market, agencies can easily deliver more projects in less time. The ultimate result of this is more revenue generation. 

But, workflow speeding is not an easy task to do. WordPress development is a multi-stage task and demands constant attention on multiple aspects. Testing consumes a great deal of time, and developers even spend months figuring out incompatible plugins, themes, and other components. 

At times, this testing is so extensive that it consumes the project development time. And, when more than one project is under construction simultaneously, pacing up is a great challenge for agencies. 

Gladly, we now have the aid of some tools that can cut down the testing efforts greatly and speed up the overall project workflows. One such tool is InstaWP. 

InstaWP is a great way to spin up a freshly installed WordPress project. Without getting into the hosting troubles, this platform lets you have a fully functional and viable WordPress staging site that you can use to test plugins and themes before using them on the live site.  

InstaWP home page

InstaWP cuts down WordPress testing efforts and time to a great extent and speeds up the entire workflow. Interested to know how? Here is how. 

  • Developers don’t have to build a staging site from scratch. They can use pre-made templates that they can pick and use instantly. Entering the basic site details is enough to get started. You can create as many staging sites as you need. 
  • There is no heavy lifting involved in the hosting of these staging sites. You have dedicated InstaCloud to help you that offers automatic server & configuration set-up. 
  • Customization is a cakewalk with InstaWP as you can do team-wise configurations, save the favorite configuration for future use, decide the maximum RAM usage, and even decide the file upload size.  
  • WordPress developers don’t have to struggle much when it comes to code editing. InstaWP offers a dedicated code editor that enables multi-tab editing, allows developers to do multiple file searches, and replaces codes in bulk. With these capabilities, development is swift.

8. Invest in training and hiring of resources

Even though automation is at the core of everything, there is no equivalent of human intelligence and acumen. This is why WordPress development agencies must have enough manpower to support them. 

Other than hiring a skilled team, grooming it with adequate training is something that every agency should do. 

When a team is well-trained in the strategies you adopt as an agency, the work ethics you follow, the protocols you abide by, and the quality standards you aim to achieve, it’s easy for it to get absorbed and deliver quality results. 

Such a team will ask for less close monitoring, will develop projects that ask for few edits and redo, and will mostly deliver projects on time. Having such a team is bliss for any agency. Hence, emphasis more on hiring and training the developers. 

9. Choose the best plugins and extensions

As agencies are involved in a WordPress development project, they need to compare, study, and analyze a wide range of plugins and extensions. Without these two, shaping a viable WordPress site is not going to happen. 

Delivering viable plugins and extensions is imperative, and if you want to cut down the labor that finding one such resource demands, start taking the plug of WP Hive. 

WP Hive home page

WPHive is one of the greatest WordPress plugins and extension repositories. Here, you will be able to find more than 60,000 WordPress plugins and extensions for myriads of categories. Not only will you find a dependable plugin/extension here, but you can also do a close comparison of two or more preferred options.   

The comparison will be a multi-level one and will provide you clarity on tons of aspects. For instance, you can find out about the impact of a plugin on the page, learn which plugin is going to consume more memory, and even analyze the actual capabilities of a plugin All in all, this comparison will help you learn which plugin is better at which front from its peers. 

The tool is great in one more way. It will automatically do the plugin testing and will provide you with deeper insights into its capabilities.

You will have to make hardly any effort to find the compatibility of the PHP version, database footprints, Javascript errors, memory usage, and other crucial details about the concerned plugin. Everything will be at your fingertips. Hence, you don’t have to spend hours after hours to find which plugin is a perfect fit for your clients and their website.  

Know more about WP Hive

10. Use a visual collaboration tool like Atarim

Want to take the regular collaboration to a new high? Try using visual collaboration as it increases engagement. Atarim is a great option when you’re seeking highly inventive visual collaboration. From managing teams to streamlining projects, this tool is here to help you at every front.

Already 13,000 teams have achieved great workflow seamlessly with the help of this tool. It’s your turn now. It allows you to bring all your fully-dispersed teams in one place and avoid miscommunications.  

Atarim home page

It goes the extra mile and provides detailed insights into every team’s productivity. So, it’s easy to learn which team member is adding the most value to a project. 

Along with engaging visual team collaboration, it helps agencies to do accurate time-tracking of employees’ work hours. You can do task-based time tracking. You can have shared timers as well. In a nutshell, Atarim ensures that team management is smooth, collaboration is visually appealing, and work hours are managed effectively. 

11. Test the code and UI continuously 

Don’t want to face project delivery delays because of poorly tested codes and not properly designed UI? This can be fixed with regress coding and UI testing. Developers need to look for bugs and vulnerabilities in the codes and UI at an early stage. 

They have to make sure that these issues don’t enter into your live site as if they happen; project delivery delays are likely to happen. So, the wise move to make here is to use an automated testing tool. 

12. Have a streamlined feedback mechanism in place

One of the easiest ways to streamline workflow is to have a fully streamlined feedback mechanism. With a feedback mechanism, it’s easy for WordPress agencies to figure out whether client expectations are met. This avoids future client dissatisfaction and allows agencies to deliver services as and how their customers want. 

13. Adhere to compliance and regulatory requirements

While the specific regulations can vary based on the location of the agency and the nature of its business activities, here are some common compliance areas that WordPress agencies should consider:

  • Business licenses: Obtain necessary permits and licenses to operate legally.
  • Taxation: Comply with sales tax, income tax, and other applicable taxes.
  • Intellectual property: Respect copyright laws and intellectual property rights.
  • Data protection: Ensure compliance with data protection regulations like GDPR.
  • Accessibility: Develop websites that adhere to accessibility standards like WCAG.
  • Consumer protection: Be transparent about services, pricing, and refund policies.
  • Contracts: Use clear and comprehensive contracts outlining project details.
  • Security: Implement measures to protect client websites and data from breaches.
  • Continued education: Stay updated on industry changes and best practices.

You may also need to consult legal and financial professionals who specialize in your region and industry. Laws and regulations can change, so staying informed and proactive is key for WordPress agencies to maintain compliance.

14. Manage database management for consistency

Keeping databases consistent across local, staging, and production environments is crucial in WordPress development. WP Migrate DB and WP-CLI simplify database migration, allowing teams to move data across environments seamlessly. For security, sanitize sensitive data before pushing databases to non-production environments, especially when sharing databases for collaborative development.

15. Consider SEO and content management

Consider SEO and content management

SEO and performance are vital to any WordPress site’s success. Agencies should standardize content management and SEO practices across projects. Use tools like Yoast SEO, Rank Math SEO for optimization, structured data, and keyword integration. Implement caching with tools like WP Rocket, and use plugins like Perfmatters to enhance load times and overall performance.

16. Take regular backup 

Lastly, we will recommend WordPress agencies to be highly active and take regular backups. With this approach, agencies can prevent losing a crucial project in case of any mishap. 

17. Ensure proper handover and offer maintenance

After development, proper handover and ongoing maintenance ensure long-term success for the client’s site. Create a simple guide or video tutorial on content management basics, updating plugins, and maintaining security. ManageWP, MainWP, or InfiniteWP allow agencies to handle site maintenance, perform backups, and monitor uptime with ease.

18. Documentation and knowledge transfer

Comprehensive documentation reduces onboarding time and helps teams maintain high-quality work.

  • Internal Documentation: Use Notion, Confluence, or Google Docs to create an internal knowledge base. Document major configurations, custom code, and troubleshooting tips.
  • Client Documentation: Provide clients with a concise handover document and detailed instructions on essential functions.

Streamline your WordPress development workflow

A modern WordPress development workflow ensures code quality and enhances client satisfaction. By adopting a workflow with version control, CI/CD automation, testing, and clear documentation, agencies can handle projects more efficiently and consistently.

This post delivers a comprehensive, practical guide on the steps needed for a streamlined WordPress development workflow. Let us know if you’d like further customization, such as adding examples, or additional tools, or breaking down specific steps further!

Ready to transform your WordPress workflow? Implement these strategies today to see improved productivity and a higher-quality end product. Let us know in the comments how your agency approaches WordPress development, or reach out if you’d like help implementing these best practices!

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