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The WPforOps Manifesto. Why WordPress can run more of your organisation than you think.

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Our process

How a WordPress project runs at WPFlat.

Six phases. Each one exists because skipping it produces a worse result. Here is what working with us looks like.

01. Discovery

Most WordPress projects go wrong before anything is designed. The brief is vague, the scope is misunderstood, or the client and the team have different pictures of what is being built. By the time that becomes visible, there is work to redo and expectations to reset.

Discovery prevents that. Before design starts, we put the brief in writing: what the organisation does, who the platform serves, which operations it needs to support, which tools it must connect to, and what success looks like. Everything that follows is shaped by what we learn here.

What happens

  • Introductory call: understanding the project, the organisation, and the brief
  • Discovery questionnaire: the detail we need before designing anything
  • Operations and integrations review: the processes and tools the platform needs to support
  • Scope agreement: deliverables, timeline, and investment confirmed in writing

OutcomeA brief everyone has signed off. No interpretation gaps. No surprises mid-project.

02. Design

Design is a distinct phase that happens before development. We map the structure and user journeys of each part of the platform, then produce visual designs that translate the brief into something people will actually respond to and find easy to use.

Development does not start until the design has been reviewed, revised, and signed off. Building from an approved design removes the most common and most expensive source of rework.

What happens

  • Wireframes: structure and information hierarchy defined before visual choices
  • Visual design: high-fidelity designs in your brand language, built for real content
  • Client review: structured feedback with written notes and agreed revisions
  • Design sign-off: documented approval before development begins

OutcomeAn approved design that the build follows exactly.

03. Build

The build is where the decisions that determine how a platform performs over the next three to five years are made. Theme architecture, custom plugins, data structure, integrations, caching, and security configuration all have long-term consequences. Done well, they are invisible. Done poorly, they produce a platform that degrades and eventually needs rebuilding.

We build on a staging environment, never on the live domain. Custom code is written where the project needs it and documented. Third-party plugins are chosen carefully and kept to the minimum that does the job well. Performance and security are built in from the start.

What happens

  • Environment: staging platform with version control and a managed deployment pipeline
  • Build: custom theme and plugin development from the signed-off designs
  • Integrations: connections to CRMs, payment providers, and other tools configured and tested
  • Content and data: copy, media, and any migrated data placed in full
  • Performance and security: caching, image optimisation, Core Web Vitals, and hardening addressed before QA
  • Internal QA: full cross-browser and cross-device testing before the client sees anything

OutcomeA complete, properly built WordPress platform on staging, ready for review.

04. Review

Client review happens on a staging environment that behaves exactly like the live platform. We walk through the build together, including every workflow and integration, document every piece of feedback in writing, and action every agreed change before anything moves forward.

What happens

  • Staging walkthrough: live review of the full platform, including workflows and integrations
  • Feedback documentation: every comment written down and prioritised
  • Revisions: agreed changes made and confirmed
  • Final sign-off: written approval that the platform is ready for launch

OutcomeA build both sides have seen, agreed, and signed off.

05. Launch

A poorly managed launch can undo a well-executed build. DNS records changed in the wrong order can take a domain offline for hours. Email records mishandled during a move can break delivery for days before anyone notices. Integrations pointed at the wrong environment can send live data to the wrong place.

We treat launch as a technical event with a plan, a sequence, and a monitoring window. The platform is watched closely for the first 24 hours, and post-launch testing runs against the live domain, because staging and production are not always identical.

What happens

  • Pre-launch checklist: every technical requirement verified before DNS is touched
  • Go-live coordination: DNS and integration changes made in the right order
  • Monitoring: the platform watched in real time through the transition
  • Post-launch QA: full platform tested on the live domain

OutcomeA live WordPress platform. Properly launched. Verified. Stable.

06. After Launch

For us, launch is where the ongoing relationship with a client typically begins.

A WordPress platform that is not actively maintained degrades. Vulnerabilities build up as plugins go unpatched. Performance drops as the database grows. Integrations break when connected tools change their APIs. When the platform runs part of the organisation, the cost of that degradation is operational, not cosmetic.

The same team that built the platform stays on to maintain it. No handoff to a support desk that has never seen the codebase. No re-explaining what was built and why. And as the organisation grows, the platform grows with it: new workflows, new integrations, and new tools brought onto the platform where it makes sense.

What continues

OutcomeThe platform keeps performing. The team stays. The work continues.

Process summary

The short version

  1. 01

    Discovery

    the brief, the operations, and the integrations in writing

  2. 02

    Design

    designed and approved before development begins

  3. 03

    Build

    built from the approved design on staging

  4. 04

    Review

    written sign-off before anything goes live

  5. 05

    Launch

    a managed technical event, not a button click

  6. 06

    After Launch

    the same team stays as your technical partner

Let us walk you through it.

Every project is different, and the process adapts to the scope. Tell us what you need WordPress to do and we will show you what the process looks like for your project.

Start a project

Tell us what you need WordPress to do.

A new website, a redesign, a client portal, a booking system, or a move from another platform. Tell us what you need and we will tell you how WordPress can carry it.

What happens next

  1. 01
    Introductory callUnderstanding the project, the organisation, and the brief.
  2. 02
    Discovery questionnaireThe detail we need before designing anything.
  3. 03
    Scope agreementDeliverables, timeline, and investment confirmed in writing.
See how a project runs