Start with the process, not the platform
A custom build should begin with a clearly described operational problem. Examples include entering the same consultation information more than once, maintaining a referral record in a spreadsheet or answering repeated requests for case status. These are examples of possible problems to review, not claims about your firm. Because Athens-Clarke County is a municipality and Clarke County is the recorded county relationship, keep the scope of the workflow precise. A tool for your firm’s operations is not the same thing as a public resource for every person in the county, and a county or court reference should not be treated as interchangeable with a city or municipality.
Recommended approach
Bring one recurring task to the consultation. Describe who performs it, what information they use, where the process stops, and what an acceptable completed result looks like. Bosseo can then determine whether a focused custom tool is appropriate or whether an existing product is the better choice.
