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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

Distinguish case types

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

Work in customer teams

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

Outsource activities

Delegate and optimize your operations

Shift Workload

Execute tasks when the grid is powered by renewable energy

Offer location flexibility

Let customers interact with the company wherever they want to

Tailored privacy settings

Offer customers the possibility to choose among privacy settings

Constraint-based task assignment

Allocate tasks considering business process execution constraints

Quality-based task assignment

Allocate task based on past feedback or quality metrics

Department-based assignment

Distribute tasks by interdepartmental interactions to enable or restrict involvement

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