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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

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

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

Consolidate Work

Collect similar work items and work in batches

Green Variant

Offer a green alternative with the same outcome, utilizing different steps, resources, or partners, while retaining the previous existing process

Offer Customer self-service

Offer customers the possibility to serve themselves

First-contact problem resolution

Establish a one-contact resolution for customer issues

Teamwork-based assignment

Allocate task based on collaborative experience: handover time, interactions, diversity

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