Start with the process, not the feature list

Buyers are trained to ask for features: portals, dashboards, integrations, AI. Vendors are trained to sell them.

The useful conversation is narrower:

1. Who does this work today?
2. What tools do they already open?
3. Where does it break, delay or get re-keyed?
4. What would "good enough" look like in 90 days?

That framing keeps scope small. It also makes it honest when a cheaper tool or a process change is enough - and when custom software is justified.

We take that approach on every process review. Book a short conversation if you have one in mind.