This is a planning framework, not a client case study, a quote or evidence of delivered results. The scenarios describe decisions to validate with the business.
An existing product may fit most of an operation while leaving a specific hand-off unresolved. Evaluate that gap before choosing either a full replacement or another subscription.
Buy or build: compare the unresolved workflow
Packaged fit
Demonstrate the workflow in the actual product tier under consideration. Include permissions, exports and exception handling in the evaluation.
Custom boundary
Describe the part that cannot be configured acceptably. Check whether an extension or integration can solve it without duplicating the core record system.
Operating responsibility
Compare administration, upgrades, recovery and support alongside development. A custom product creates ownership responsibilities as well as flexibility.
Can the product tier support the critical workflow?
Demonstrate the required roles, approval path and export in the exact product tier being considered. Is the gap a configuration limit, an unavailable integration or a workflow the product cannot represent? Test whether an extension can resolve it while leaving the core record system in place.
Who owns portability and ongoing operation?
Compare administration, upgrade compatibility, integration monitoring and recovery across subscription, extension and custom options. Inspect export format and access before relying on an exit plan. A custom build also needs maintenance ownership; a subscription still needs someone accountable for configuration and vendor changes.
The next step
Use Services to identify whether the unresolved boundary calls for an integration or a new application. Discuss the build-versus-buy decision with the demonstrated product gap, available exports and operating responsibilities you can take on.