Distribute tasks by interdepartmental interactions to enable or restrict involvement
Assign tasks to people based on their interactions with other departments to involve multiple departments or limit involvement
Goel, K., Fehrer, T., Röglinger, M., & Wynn, M. T. (2023). Not Here, But There: Human Resource Allocation Patterns. In Lecture Notes in Computer Science (pp. 377–394).
The review loan application task has been assigned to a resource from the finance and human resources departments, as they have shared responsibility.
For department-based assignments, prior information related to different departments, people in those departments, their skills, and the time involved in handovers may be required. Based on this information and the objective of the process, the appropriate resources would be allocated to the tasks of the process.
This pattern will result in a high-quality outcome in less time and cost.
Foundational free Patterns
Establish a case-based mindset
Remove batch-processing and periodic activities from your business process
Reduce the number of contacts with customers and third parties
Design business processes for typical cases and isolate exceptional cases from the normal flow
Order knock-outs by least effort and highest termination probability first.
Consider whether activities may be executed in parallel
Consider to deepen or broaden the skills of resources
Start implementing actions that can offset or counterbalance the environmental effects generated by business processes that cannot be changed.
Offer customers the possibility to serve themselves
Experience-based task assignment
Delegate task according to experience: execution frequency, case involvement, interactions
Allocate task based on collaborative experience: handover time, interactions, diversity
Form cross-department teams for end-to-end case handling.