1. Start with the bottleneck, not a feature list
Custom software is most useful when a recurring manual task is specific enough to describe and important enough to review. Bosseo’s public Custom Software page gives examples such as client status portals, speed-to-lead tools, referral trackers, document intake flows and internal dashboards. Those examples are not a promise that every requested build is suitable for your firm. They are decision prompts. Identify the moment where staff re-enter information, wait for an internal handoff, answer a predictable status question or maintain a side spreadsheet. Then describe the current path in plain language. For a firm serving North Londonderry and Lebanon County, keep the service area separate from the workflow decision: the township’s population record does not tell you which process is inefficient or whether a build is warranted.
Recommended approach
Bring one process to the consultation. Explain who starts it, what information is created, where it is copied, who approves the next step and what can go wrong. Ask Bosseo to show whether a small tool, an existing product or no new software is the better answer.
