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Boxed OnlineGary Kellett · Architect · CTO · AI, home

Free tool, 4 minutes

Build it, buy it, connect it, or fix the process first?

Before you sign for new software, answer 11 questions about the work it needs to do. You get a straight recommendation and the reasoning behind every answer, so you can test it with your team.
Questions
11
Time
4 minutes
Possible answers
5
Email needed
No

The questions

0 of 11 answered

  1. 01Is the process clear and agreed?
  2. 02Do your current systems already have a feature for this that you're not using?

    For example a workflow, approval or integration module in your CRM, accounting or ERP system.

  3. 03How standard is the process?
  4. 04Would doing this better win you customers or margin?
  5. 05How many systems does it touch?

    Count every system, spreadsheet and shared inbox the work passes through.

  6. 06Do those systems talk to each other today?
  7. 07How often does it run?
  8. 08Does it need an audit trail or validation?

    For example GxP in pharma, FCA record-keeping, or ISO procedures.

  9. 09How soon do you need it working?
  10. 10Who would look after it once it's live?
  11. 11What does this process cost you a year if nothing changes?

    Count the hours, the mistakes put right and the work it stops you doing. A rough guess is fine.

The working

How the recommendation works

Every answer adds points to one or more of five routes: fix the process first, configure what you have, connect the systems you have, buy off the shelf or build bespoke. The route with the most points is the recommendation.

Two rules override the scores. If the process differs depending on who does it, the answer is always to fix the process first. Software copies whatever process it is given, including the confusion. And if people re-key between systems that don't talk, connect them before buying another one, or you add one more island.

Ties go to the cheaper route. Fixing the process comes before configuring, configuring before connecting, connecting before buying, and buying before building. Bespoke software has to earn its place.

It is a starting point for a conversation, not a procurement decision. It does not know your contracts, your people or your systems.

Questions

Before you rely on it

You build software. Why would you tell me to buy it?

Because bespoke software is the right answer less often than people think. If a product or a setting in a system you already own does the job, that is cheaper and safer, and I'll say so.

What does configure what you have mean?

Using features you already pay for but haven't switched on: workflows in your CRM, approval rules in your accounting system, connectors between Microsoft 365 apps. It is often the quickest win.

What does connect the systems you have mean?

Joining up systems that already work on their own, so information flows between them instead of being re-keyed, exported or copied. One system becomes the master for each kind of data. It usually costs far less than replacing a system, and removes the errors that re-keying brings.

We're regulated. Does that change the answer?

It pushes towards established, validated platforms with audit trails built in, implemented properly. In pharma, healthcare and financial services, AI is used in the right places inside those systems, not instead of them.

What if the recommendation feels wrong?

Look at the reasoning list. If one answer is driving it and doesn't fit your situation, that is a useful thing to talk through. Book a call and bring the result.

Related reading and next steps

Read next

Build, buy or configure: how to decide

The questions I ask before recommending any new system, and the expensive mistakes they avoid.

Read the article

When you're ready

Systems Health Check

Before you buy or build, find out what the systems you already pay for can do: a verdict on each one, the missing links between them and a costed roadmap.

See the health check

Next step

Not sure the answer fits?

Bring your result to a 30-minute call. I'll tell you plainly whether to fix it, connect it, buy it, build it or leave it.

Book a 30-minute callProve a process free

I reply personally within 2 business days.