Start with the workflow your Dunwoody office actually uses
The Census records Dunwoody as a municipality in DeKalb County, but that relationship does not tell you how your firm handles consultations, conflicts, documents, status requests or follow-up. Those decisions belong to your organization. A useful software discussion begins with the task that staff repeat, the people who touch it, the systems involved and the point where work waits or gets re-entered.
Recommended approach
Bring one concrete bottleneck to the consultation. Describe what happens from the first event to the final handoff, including exceptions. Bosseo can use that description to review whether a small custom tool is appropriate or whether an existing product is a better fit.
