Path 01
Configure software you already own
Use Salesforce, your ERP, warehouse software, BI tooling, or another existing platform before adding custom software.
Good at
- The core capability already exists and is maintained by the platform vendor.
- Configuration can be faster to adopt and easier for your team to support.
- You avoid owning custom code where a standard workflow is enough.
Where it breaks
- Your process has to fit the platform's model and extension points.
- Licensing, vendor limits, and upgrades remain outside your control.
- Cross-system workflows may still need custom integration and operational ownership.
Choose it when: A standard platform already covers most of the need and adapting the process is better than building a new system.