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Custom Software2026-08-078 min
Custom software discovery checklist before development starts
Clarify users, approvals, reports, integrations and success criteria before writing code.
Map the current process first
Document what happens today, who performs each step, where approvals occur, what information is captured and what reports management needs. This prevents software from being designed around assumptions.
Define success in operational terms
Useful success measures include fewer manual entries, faster approvals, better traceability, lower reporting effort and clearer ownership. These are easier to validate than vague goals such as digital transformation.