1. Start with the firm’s real bottleneck
Bosseo describes Custom Software as software built around a firm’s workflow, including client portals, intake tools and internal dashboards. That matters when your staff has created workarounds around an off-the-shelf product. A spreadsheet, shared inbox or repeated handoff may be familiar, but familiarity does not establish that a custom build is justified. For a firm serving Bloomingdale and the wider Sullivan County area, define the process by the people who perform it and the matters it affects. Do not treat the Bloomingdale population estimate as evidence that a particular workflow is busy or costly.
Recommended approach
Bring one specific problem to the consultation. Describe who performs the task, what information enters the process, where it stalls, what must happen next and what would count as a successful outcome. Also ask Bosseo to identify cases where an existing product or a process change would be more appropriate than custom software.
