1. Start with the Oshtemo workflow you can actually observe
A local population estimate cannot tell you which process is inefficient inside your office. Your own staff can. Map one workflow from trigger to completion: where a new inquiry arrives, who reviews it, what information is entered, which decision follows, and where the record ends up. Bosseo’s public Custom Software page describes discovery around the firm’s actual workflow and examples such as speed-to-lead tools, client status portals, referral trackers and internal dashboards.
Recommended approach
Choose a bottleneck that occurs often enough to observe and describe precisely. A useful starting statement is not “we need better technology”; it is “staff re-enter consultation details after the first contact” or “clients call for information that the team already tracks.” During a consultation, ask Bosseo to separate the requested outcome from the proposed tool and to identify what should remain outside the build.
