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Foundational basic Patterns

Appoint case managers

Assign a responsible individual for handling each case type

Work in customer teams

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

Establish standardized interfaces

Consider a standardized interface with customers and partners

Apply triage

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

Green Compensation

Start implementing actions that can offset or counterbalance the environmental effects generated by business processes that cannot be changed.

Preference-based task assignment

Let people do what they love to do

Task delegation

Reassign tasks along the organisational hierarchy

Experience-based task assignment

Delegate task according to experience: execution frequency, case involvement, interactions

Quality-based task assignment

Allocate task based on past feedback or quality metrics

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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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