1. Start with the bottleneck, not a feature list
Bosseo describes Custom Software as a way to build around a firm’s workflow rather than force the firm into an off-the-shelf product. Its public examples include client status portals, intake tools, internal dashboards, referral trackers and tools that reduce manual work. That makes the first decision operational: which repeated task is sufficiently important and sufficiently specific to deserve a dedicated build? A Hiawatha firm should not treat the city’s population estimate as proof that a custom application is needed. Instead, use the firm’s actual process in Linn County and elsewhere in its practice as the evidence. Map the handoffs, duplicate entries, delays and exceptions before discussing screens or automation.
Recommended approach
Bring one plainly stated problem to the consultation, such as a recurring manual handoff or a staff member having to check several places for the same matter information. Ask Bosseo to distinguish a custom-software problem from one better solved by an existing product or a process change.
