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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

Establish standardized interfaces

Consider a standardized interface with customers and partners

Minimize numerical involvement

Too many cooks spoil the broth

Resequence activities

Move activities to more appropriate places

Split responsibilities

Avoid shared responsibilities for tasks by people from different functional units

Use eco-friendly resources

Replace underlying resources with eco-friendly alternatives

Experience-based task assignment

Delegate task according to experience: execution frequency, case involvement, interactions

Cost-based task assignment

Delegate tasks according to resource cost

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