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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

Combine activities

Combine small activities into composite activities

Work in customer teams

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

Deploy extra resources

If capacity is insufficient, consider increasing the available number of resources

Outsource activities

Delegate and optimize your operations

Split responsibilities

Avoid shared responsibilities for tasks by people from different functional units

Tailored privacy settings

Offer customers the possibility to choose among privacy settings

Task delegation

Reassign tasks along the organisational hierarchy

Performance-based task assignment

Allocate tasks based on past performance: execution time and success

Cost-based task assignment

Delegate tasks according to resource cost

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