1. Start with the bottleneck, not a software category
Off-the-shelf software can leave a firm maintaining spreadsheets, repeating data entry or asking staff to work around a nearly suitable process. Bosseo describes Custom Software as a way to build around a firm’s workflow, including client portals, intake tools and internal dashboards. For an Englewood firm, define the boundary of the problem before discussing a build: is it limited to the Englewood office or used across matters throughout Bergen County? Which people need to enter information, and which only need to view it?
Recommended approach
Bring one recurring manual task to the consultation. Describe who performs it, where information begins, where it is copied, what decision follows and what happens when the task is delayed. Ask Bosseo to explain whether custom software is appropriate or whether an existing product is a better fit.
