1. Start with the firm’s actual bottleneck
Custom software is most useful when a firm can describe a repeated task in concrete terms. Examples from Bosseo’s Bosseo’s published product information include entering information into more than one system, answering recurring status questions, tracking referrals or routing new inquiries. These are illustrations of possible build categories, not claims about your firm’s current process. A Timber Pines-serving firm should identify the workflow that creates the clearest operational friction across the places and teams it actually serves. Do not treat Timber Pines’ population estimate as proof that a particular bottleneck exists. Review the work itself.
Recommended approach
Bring one sentence that begins, “Someone at the firm has to do this manually.” Then document who performs the task, what information they use, where it goes, which handoffs matter and what an acceptable result would look like.
