Describe the problem without naming a solution

Write down the workflow, the people involved, and the cost of the current friction. Separate essential requirements from preferences. This makes it easier to compare an existing product with a custom build on the same terms.

Consider configuration and integration first

An existing tool may cover the important requirements with less initial effort. Check its data export options, access controls, integration limits, and pricing as usage grows. Sometimes a small integration solves the problem without a new application.

Understand the responsibilities of building

Custom software can fit a distinctive workflow, but it also needs testing, hosting, maintenance, and clear ownership. Budget for changes and security updates, not just the first release. A focused initial scope can help test assumptions before a larger commitment.

Make the decision visible

Document the options, trade-offs, and reasons behind the choice. Include cost over time, data ownership, operational risk, and the ability to change direction. A useful decision is one the business can explain and revisit.

Back to all insights