Start with the firm’s actual workflow, not a feature list
Bosseo describes Custom Software as a way to build client portals, intake tools and internal dashboards around a firm’s workflow. Bosseo says the engagement begins with a plain-English description of the bottleneck, followed by questions about how the work is performed. For a firm serving Chaparral across the Doña Ana County and Otero County relationship recorded for the CDP, that distinction matters: the relevant workflow is the one your staff actually uses across the locations and matters you serve, not an assumed “Chaparral process.” Map each handoff before discussing screens. Identify who enters information, who reviews it, which step waits for another person and where the same fact is re-entered.
Recommended approach
Bring one process that staff can describe precisely. Ask Bosseo to document the current path, proposed path and the point at which the new tool becomes the system of record. Do not approve a build until the firm agrees which problem is being solved and which work remains outside the tool.
