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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

Eliminate activities

Eliminate unnecessary activities

Deploy extra resources

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

Minimize numerical involvement

Too many cooks spoil the broth

Green Variant

Offer a green alternative with the same outcome, utilizing different steps, resources, or partners, while retaining the previous existing process

Green Feature

Let products appear greener

First-contact problem resolution

Establish a one-contact resolution for customer issues

Role-based task assignment

Assign tasks based on resources' roles in the organisation

Preference-based task assignment

Let people do what they love to do

Task delegation

Reassign tasks along the organisational hierarchy

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