1. Start with the bottleneck, not the software category
Bosseo describes Custom Software as a way to build around the way your firm works. The public examples include client portals, intake tools, internal dashboards, referral fee trackers, speed-to-lead tools, document collection flows, calculators, and connections between systems. The relevant Blendon decision is therefore operational rather than demographic: which task occurs often enough, causes enough delay or re-entry, or creates enough uncertainty to deserve a purpose-built tool? The fact that Blendon is a municipal township in Ottawa County helps define the service area, but it does not tell you which workflow is inefficient inside your office.
Recommended approach
Bring one plainly worded problem to the consultation. For example, describe that staff re-enter information, that clients ask for status updates, or that a new inquiry waits in a shared inbox. Treat those as illustrative problem statements, not predictions about your firm. Bosseo can then discuss whether a small custom build, an existing product, or no new software is the better answer.
