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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

Buffer information

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Establish a case-based mindset

Remove batch-processing and periodic activities from your business process

Isolate exceptions

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

Offer temporal flexibility

Let customers interact with your organization whenever they want to.

First-contact problem resolution

Establish a one-contact resolution for customer issues

Preference-based task assignment

Let people do what they love to do

Constraint-based task assignment

Allocate tasks considering business process execution constraints

Performance-based task assignment

Allocate tasks based on past performance: execution time and success

Quality-based task assignment

Allocate task based on past feedback or quality metrics

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