1. Start with the task, not the technology
Custom software is most useful when a repeated task is difficult to handle with the tools you already have. Bosseo describes builds such as client portals, intake tools, internal dashboards and referral trackers. The relevant local question is whether your Rexburg practice has a workflow that repeatedly crosses people, systems or deadlines.
Recommended approach
Write down one sentence beginning, “Someone at the firm has to manually…” Then record who performs the task, what information they use, where the work pauses and what must happen next. Bring that description to a consultation rather than beginning with a preferred technology.
