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Designed portfolio artifact
Anonymized CRM case · Commercial systems

CRM Operating Model
& At-Risk Search Recovery

A public portfolio artifact based on original CRM strategy and proof-of-concept thinking for a European recruitment business.

Public version excludes the original assignment wording, company identifiers, private interview notes and any restricted recruiting-process material.

Prepared byYoga
Adipratama

Customer Success / Commercial Operations / Founder-side execution

Yoga Adipratama · Selected Work01 / 04
01 · Operating question

What should CRM actually improve?

01
Not more CRM usage. Less leakage across demand, delivery and relationship continuity.
Outcome 01

Protect demand

Turn first interaction into a visible commercial opportunity with clear ownership and useful qualification.

Outcome 02

Protect delivery

Move won engagements into execution without forcing the customer to repeat context.

Outcome 03

Preserve value

Keep enough relationship memory for paused or completed work to resurface intelligently.

Commercial operating model02 / 04
02 · System boundary

CRM coordinates the relationship. ATS owns search execution.

02
Search signal
→
Human validation
→
Root-cause diagnosis
→
Recovery action
Moves into CRM

Risk state + owner action

Selected search signals, risk state, owner task, recovery status and next meaningful milestone.

Stays in ATS

Execution detail

Candidate sourcing, submissions, progression details and detailed recruitment execution.

One system should not impersonate another03 / 04
03 · Proof of concept

Detect → validate → diagnose → recalibrate → recover.

03
1

Primary metric: Search Recovery Rate

Measures whether at-risk searches return to a healthy operating path.

2

Guardrail: False Positive Rate

Protects trust by making sure automation does not create noisy or unnecessary intervention.

3

Validation ladder

Backtest → shadow → limited pilot → scale only after the workflow proves useful in real operating conditions.

Automation earns the right to scale by being useful, not by existing.
Proof of concept + change discipline04 / 04