Start with the bottleneck, not a software wish list
Bosseo describes Custom Software as a service for tools built around a firm’s workflow, including client portals, intake tools and internal dashboards. The public product page also describes a process in which the firm explains the operational problem, Bosseo designs and builds around that workflow, and the resulting tool is refined with feedback. That makes the first decision practical: identify the repeated task that causes avoidable work. It might involve copying information, checking a shared inbox, answering status questions or maintaining a spreadsheet. The fact that your firm serves Muscatine and Muscatine County does not establish that any particular bottleneck exists. Your own staff’s account of the work should establish it.
Recommended approach
Bring one specific process to the consultation. Record who performs it, what starts it, which decisions occur, where information is re-entered and what happens when a step is missed. Do not approve a build until the problem can be explained without relying on a feature list.
