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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

Distinguish case types

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

Reduce touchpoints

Reduce the number of contacts with customers and third parties

Resequence activities

Move activities to more appropriate places

Apply triage

Consider the division of a general activity into two or more alternative activities

Green Compensation

Start implementing actions that can offset or counterbalance the environmental effects generated by business processes that cannot be changed.

Automate for environmental impact

Implement automation in a sustainable way

First-contact problem resolution

Establish a one-contact resolution for customer issues

Expertise-based task assignment

Match tasks to experts' specialized skills for efficiency

Role-based task assignment

Assign tasks based on resources' roles in the organisation

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