1. Start with the process your Elmwood office actually repeats
A custom build should begin with a specific operational problem, not a wish for “better technology.” Bosseo describes tools such as client status portals, intake tools, internal dashboards and referral trackers. The relevant question for your firm is narrower: where does work stall, get copied, wait for a person, or require staff to maintain a side spreadsheet?
Recommended approach
Bring one recurring task to the consultation. Describe who performs it, what information enters the process, which systems are touched, where approval is required and what a completed result looks like. Ask whether a small purpose-built tool is appropriate before considering a larger build.
