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Foundational basic Patterns

Appoint case managers

Assign a responsible individual for handling each case type

Reduce touchpoints

Reduce the number of contacts with customers and third parties

Work in customer teams

Form cross-department teams for end-to-end case handling.

Empower resources

Empower workers for more decision-making authority

Isolate exceptions

Design business processes for typical cases and isolate exceptional cases from the normal flow

Offer location flexibility

Let customers interact with the company wherever they want to

Role-based task assignment

Assign tasks based on resources' roles in the organisation

Performance-based task assignment

Allocate tasks based on past performance: execution time and success

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Patterns paired

Apply triage

Consider the division of a general activity into two or more alternative activities

Specialist-generalist

Consider to deepen or broaden the skills of resources

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