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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

Automate activities

Consider automating activities

Eliminate activities

Eliminate unnecessary activities

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

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Implement automation in a sustainable way

Task delegation

Reassign tasks along the organisational hierarchy

Teamwork-based assignment

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

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