What can Bosseo custom software address?+
Bosseo lists examples including client status portals, intake tools, internal dashboards, speed-to-lead tools, referral trackers, document intake flows and integrations between systems. Your consultation should determine whether your specific problem belongs in a custom build.
Do we need a technical requirements document before speaking with Bosseo?+
Bosseo’s public page says you can describe the annoyance in plain English and that its team will ask questions and turn the problem into a scoped build. You should still bring the workflow, users, systems and information involved so the discussion is concrete.
Can Bosseo connect to our current systems?+
Bosseo says its custom tools can connect with a firm’s website, intake and dashboard and gives examples involving CRM, case-management, billing and conflict-check processes. A particular connection is not confirmed until your systems, access and data requirements are reviewed.
Who hosts and maintains the software?+
Bosseo states that it hosts and maintains the tools it builds on its dedicated servers. Ask about your firm’s access, permissions, backups, restoration, updates, support boundaries and data responsibilities before approving the arrangement.
How do we know whether custom software is appropriate?+
Compare the recurring bottleneck with three alternatives: improve the current process, use an existing product or commission a focused custom tool. Custom software is worth further review when the workflow is specific, the existing options do not fit and the firm can define the data and acceptance criteria.
What should our firm bring to the consultation?+
Bring a description of one manual process, the people involved, the systems used, sample field names without unnecessary confidential information, known exceptions and the result you want to evaluate. You can also bring questions about permissions, recovery, hosting, maintenance and scope.