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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)


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

Eliminate activities

Eliminate unnecessary activities

Buffer information

Buffer external information and subscribe to updates

Work in customer teams

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

Empower resources

Empower workers for more decision-making authority

Establish standardized interfaces

Consider a standardized interface with customers and partners

Human Process Performance

Consider whether it is eco-friendly to let humans work over machines

Preference-based task assignment

Let people do what they love to do

Workload-based task assignment

Allocate tasks based on individuals' incomplete workload

Cost-based task assignment

Delegate tasks according to resource cost

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