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April 9, 2026custom software engagement process

What to Expect from a Custom Software Engagement (And How to Not Get Burned)

Most bad custom software projects fail in discovery, not development. Here's what a good engagement looks like from first call to go-live — and the red flags to watch for.

J

Jason Masina

Founder, Norvel Systems

Coming Soon

Full content for this post is being written. Here's the outline:

  1. 1

    Red flags in vendors — vague scoping, no discovery phase, fixed bids before understanding the workflow

  2. 2

    What a good discovery process looks like — workflow mapping, edge case identification, user interviews, before any design

  3. 3

    How to evaluate proposals — scope clarity, milestone structure, who you'll actually work with day-to-day

  4. 4

    Realistic timelines — what affects build time, why rushed builds create expensive rework later

  5. 5

    Ongoing vs. one-time delivery — why most operations software needs a long-term partner, not a hand-off

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