1. Start with the process, not the product
Bosseo describes custom software as a way to build around a firm’s workflow rather than force the firm into an off-the-shelf product. Its public examples include client status portals, intake tools, internal dashboards, referral trackers, document intake flows, calculators and connections between existing systems. For a firm serving Village Green-Green Ridge, the local fact that matters here is geographic scope: Village Green-Green Ridge is a census-designated place in Delaware County, not a substitute for defining the firm’s actual service territory or internal process. Population eligibility evidence does not establish demand for a particular application or prove that a software investment will produce cases.
Recommended approach
Write down one recurring task in the firm’s own language. Identify who starts it, what information enters the process, where staff retype or verify it, who needs the result and what currently causes delay or confusion. Bring that description to a consultation rather than assuming a complete requirements document is necessary.
