1. Start with the bottleneck, not a 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 process. Its public examples include client status portals, intake tools, internal dashboards, referral fee trackers, document intake flows, calculators, and tools that connect existing systems. A Del City firm serving people in Oklahoma County may have several distinct workstreams, but the city’s population record does not tell you which internal task is expensive or error-prone. That must come from your staff’s experience. Identify the action that is repeated, delayed, or copied between systems, then decide whether a small tool addresses it directly.
Recommended approach
Bring one concrete sentence to the consultation, such as “our staff re-enters consultation information” or “clients call for updates that already exist in our records.” Treat the sentence as an investigation starting point, not proof that a build is warranted.
