1. Start with the firm’s actual bottleneck
Bosseo’s public Custom Software page positions the service around problems such as repeated entry, client status requests, referral tracking and speed-to-lead handling. Those examples are possibilities, not a claim about your firm. A Kaneohe Base practice should first document one workflow from trigger to completion. For example: where a new inquiry arrives, who reviews it, what information is copied, which decision is made, and where the next task is recorded. Do not treat the location’s population estimate as proof that any particular workflow is busy. Use your own records and staff observations to establish the problem.
Recommended approach
Bring one specific manual process to the consultation. Record the systems touched, permission levels required, exceptions, recovery needs and the point at which a human must approve an action. If the process is already handled adequately by an existing product, a custom build may not be the right choice.
