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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

Distinguish case types

Determine whether activities are related to the same type of case and, if necessary, distinguish new business processes

Empower resources

Empower workers for more decision-making authority

Isolate exceptions

Design business processes for typical cases and isolate exceptional cases from the normal flow

Deploy extra resources

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

Fail Early

Order knock-outs by least effort and highest termination probability first.

Constraint-based task assignment

Allocate tasks considering business process execution constraints

Experience-based task assignment

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

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