Configure an existing platform.
This can fit when the current product supports the task but setup, permissions or staff handoff need improvement. Verify the supported behavior before committing.
Resources / Software options
Fix the missing part of the workflow.
Compare the approaches using the actual job, users and existing tools.
Connect the tools.
This can fit when scheduling and customer systems each work but transfers are late or duplicated. Define record ownership, repeat-update handling and a staff fallback.
Build a focused feature.
This may fit a required workflow that supported tools cannot represent. Include administration, access, maintenance and handoff in the decision.
Test the deciding requirement.
In a fictional recurring office-cleaning service, a one-time schedule change should update that visit without silently changing future visits. Demonstrate that case before choosing a wider replacement.