1. Define the bottleneck before choosing a build
Custom software should begin with a specific task, not a broad request for “a platform.” Bosseo describes builds such as client portals, intake tools, internal dashboards and referral-fee trackers. For a firm serving Lyons and the wider Somerset County relationship represented by the place, write down where work stalls: a new inquiry waiting in a shared inbox, information copied between systems, or repeated requests for case status. The local geography does not prove which problem exists. It tells you to define the service area precisely before deciding what the tool must support.
Recommended approach
Bring one manual process to the consultation. Describe who performs it, what information enters the process, where it is re-entered, who may see it and what should happen when a step is missed. Bosseo can then determine whether Custom Software is appropriate or whether an existing product is a better fit.
