1. Start with the Niles workflow, not a feature list
A custom build should begin with the work your team performs, not with a catalogue of screens. Describe one recurring bottleneck in plain language: information is entered more than once, staff cannot see the next responsible action, or clients need a dependable way to review status. Bosseo says its process starts by mapping the bottleneck and designing around how the firm works. That makes the first decision operational: identify who touches the process, where it stalls and what a satisfactory result must look like. Niles matters here as the firm’s local operating context, while Berrien County and Cass County matter when you define which matters, offices or service areas the workflow covers. Do not treat the city’s population as proof that a particular tool is needed.
Recommended approach
Bring one manual process to the consultation. Write down its trigger, users, handoffs, records touched, exceptions and desired end state. Ask whether a small tool would solve the problem or whether an existing product is sufficient.
