1. Start with the workflow, not the feature list
Bosseo describes Custom Software as a way to build around a firm’s workflow rather than force the firm into an off-the-shelf product. Its public examples include client status portals, intake tools, internal dashboards and referral fee trackers. For a firm serving Clayton and the wider St. Louis County relationship identified by the Census record, the local fact changes the scoping conversation in a practical way: define which office process is actually being evaluated, who uses it, and which matters or inquiries belong in its boundaries. A population estimate cannot tell you that the workflow is busy or inefficient. Your staff’s documented process must do that.
Recommended approach
Bring one sentence that describes the recurring problem, such as information being entered more than once or staff answering the same case-status question repeatedly. Ask Bosseo to map the people, systems, handoffs and exceptions involved before discussing features.
