Custom software or the tools you already have? Hydamedia ยท Planning worksheet Take one priority task through your existing setup, then sketch the smallest custom alternative. Record the work left for people in each option. 1. Choose one priority task. Your notes: 2. Try it in the existing tools. Your notes: 3. List the gaps that remain. Your notes: 4. Compare ownership and running costs. Your notes: A concrete output to aim for An options sheet comparing configuration, integration and custom development against the same task, remaining manual work and operating responsibilities. Decisions to discuss Choose configuration if it completes the important task. Explore a focused build when a material gap remains and a named owner can operate the result. Current tools: Workflow owner: Questions for discovery: Use general examples. Keep confidential customer information out of an initial enquiry.