1. Start with the bottleneck, not the platform
A smaller municipal setting can make repeated manual work especially visible across a lean team, but Delta’s population estimate does not prove that a particular workflow problem exists. Identify the task your staff performs repeatedly and describe where it stalls. Examples include re-entering consultation information, checking a shared inbox, answering routine status questions or maintaining a referral spreadsheet. Bosseo’s custom software page describes tools such as speed-to-lead applications, client status portals, referral fee trackers and internal dashboards. Those examples are starting points, not a claim about your firm’s needs.
Recommended approach
Bring one concrete process from your Delta office to the consultation. Record who performs each step, which information is entered, where a handoff occurs and what a successful result would look like. If the process is already handled well by existing software, keep it; custom work should address a defined gap.
