Start with the Chenango workflow, not a software category
A firm serving Chenango should identify the exact work it wants software to change. “We need a portal” is too broad. “Staff re-enter consultation details,” “referral information lives in a spreadsheet,” or “clients call for the next case step” gives the discussion something testable. The town’s relationship to Broome County also makes geographic scope worth documenting: decide whether the workflow concerns Chenango matters only, the wider county, or clients served elsewhere in New York. Population is not a forecast of demand, so it should not be used to justify a build by itself.
Recommended approach
Bring one recurring manual task to the consultation. Describe who performs it, what information enters the process, where it stalls and what a satisfactory result would look like. Bosseo’s public Custom Software page says its team starts by mapping the firm’s bottleneck and designs the tool around the firm’s actual workflow.
