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Offer Customer self-service

Offer customers the possibility to serve themselves

Frank, L., Poll, R., Röglinger, M., & Lea, R. (2020). Design heuristics for customer-centric business processes. Business Process Management Journal, 26(6)

Description

Companies should offer customers the possibility to perform tasks included in business processes that have previously been performed by employees. When implementing this heuristic, companies should consider whether customers can choose between self-service and the traditional process. Companies must also consider that not all tasks included in business processes can be performed by customers.

Performance considerations

Empowered interaction capability, concerted interaction capability.

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Foundational free Patterns

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Appoint case managers

Assign a responsible individual for handling each case type

Distinguish case types

Determine whether activities are related to the same type of case and, if necessary, distinguish new business processes

Isolate exceptions

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

Specialist-generalist

Consider to deepen or broaden the skills of resources

Consolidate Work

Collect similar work items and work in batches

Workload-based task assignment

Allocate tasks based on individuals' incomplete workload

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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