1. Start with the bottleneck, not the software category
Custom software is most defensible when your staff repeatedly performs a manual task that generic software does not handle cleanly. Examples from Bosseo’s published product information include client status portals, intake tools, internal dashboards, referral trackers and connections between existing systems. The relevant evidence is inside your firm: where information is retyped, where ownership is unclear, where a request waits in an inbox, or where a client or referral source needs an update. A familiar task is not automatically a good custom-build candidate. If an existing product already solves the problem adequately, buying or configuring that product may be the better decision.
Recommended approach
Bring one recurring bottleneck to the review. Describe who performs it, what information they need, what happens next and where the process stalls. Ask Bosseo to distinguish a custom-software problem from a training, policy, configuration or existing-product problem.
