> Problems · Executive search. Workflow, example and practical criteria.

Source: https://hice.ai/en/blog/problems-to-fix-business-management-software-for-headhunting-and-executive-search-firms
# Problems to fix: business management software for headhunting and executive search firms

- Steps and checks
- Define the outcome and records
- A pilot on the complete workflow
- Rules, exceptions and work cost
- Apply the workflow in HICE
- Choose the next step

The first problem to fix is measuring an outcome without knowing its underlying records. Trace the process backwards through input, ownership, approval and output. The broken connection identifies where to intervene.

## Steps and checks

If a shortlist repeats a person, check the profile identifier before linked applications. If matching misses a skill, compare CV text with extracted fields and the vacancy requirement; correct the record before changing the score.

Record vacancy requirements and criteria, link a candidate, assign the interview and save feedback and next action on the application. Test two vacancies for one profile: history must distinguish the decisions.

## Define the outcome and records

For this topic the control starts with clients, vacancies and candidates linked to the same search.

Record steps, retyped information and reasons for exceptions. Repeat with a second user in a different role. Reconcile the exported output with its source: totals must agree and access must follow the role. One successful run shows the path; a working week tests ownership.

## A pilot on the complete workflow

Link a client to a vacancy and present three candidates. Record feedback against the right search: separate CV and client records alone cannot reconstruct a submission.

Before the demo, write three required outcomes and one acceptable tradeoff. Value recovered time only after measuring on the same basis. Have the actual owner complete a cycle and retain errors, corrections and final output. If the pilot stops halfway, identify the missing module, integration or step in the quotation.

## Rules, exceptions and work cost

Define who enters, corrects and approves records. Test an incomplete record, a duplicate and a change after closure. The decision changes when records can be exported with relationships rather than manually reconstructed. Count licenses, onboarding, team time and integration maintenance separately.

## Apply the workflow in HICE

In HICE, profiles, CVs, vacancies, interviews and feedback stay connected to the client and team. Semantic search and matching help retrieve candidates from your own database; the recruiter retains shortlist review.

## Choose the next step

Open the related solution, review pricing for your market and test the case on your records. Keep the template as a workflow reference and use the country ranking to explore other category options.

Executive search · Reference rate · ATS / CRM / PSA

## Continue with another format

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