Stress-Test a CRM Agent Deployment
Expand the plan into activity-level failure branches with triggers, countermeasures, owners and rollback rules.
22 minutes
Scenario
A business-to-business software company plans to let a CRM agent enrich leads, draft follow-ups and schedule approved messages. The happy path is documented, but launch approval requires explicit contingency branches for credible failures.
- Your role
- Automation product owner preparing launch readiness
- Method
- Process Decision Program Chart
Evidence pack
Enrichment
Six percent of sampled company matches point to the wrong legal entity when names are similar.
Drafting
The model occasionally inserts unsupported customer claims when source notes are sparse.
Scheduling
The CRM API retries timed-out writes and can create duplicate scheduled tasks without an idempotency key.
Consent
Two legacy regions lack a machine-readable consent field and require manual verification.
Monitoring
Daily logs show delivery status but do not currently reconcile messages to approved drafts.
Rollback
The agent can be disabled globally within five minutes; regional and activity-level kill switches are not yet implemented.
Volume
The launch cohort contains 2,000 leads across three regions.
Ownership
Sales operations owns CRM rules; marketing owns message policy; engineering owns the integration.
Constraints
- The PDPC starts from the actual launch plan, not a generic risk register.
- Every priority problem needs an observable trigger and named countermeasure owner.
- The launch decision must include stop or rollback conditions.
Case steps
Work through each prompt using the evidence pack. Answers and rubric weights stay protected in the interactive flow.
Define the objective and decompose the launch into four to six major activities.
For each activity ask what might go wrong, then select four credible priority problems using evidence.
Attach preventive, detective and recovery countermeasures with triggers and owners to the priority branches.
Define pre-launch tests, unresolved assumptions and explicit pause, stop and rollback conditions.