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Expertise-based task assignment

Match tasks to experts' specialized skills for efficiency

Assign tasks based on the unique skills of the person(s) involved. Expertise is defined as the specialised skills possessed by a resource

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).

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Performance considerations

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Foundational free Patterns

Assign cases

Let workers perform as many steps as possible for single cases

Appoint case managers

Assign a responsible individual for handling each case type

Reduce touchpoints

Reduce the number of contacts with customers and third parties

Work in customer teams

Form cross-department teams for end-to-end case handling.

Automate for environmental impact

Implement automation in a sustainable way

Offer location flexibility

Let customers interact with the company wherever they want to

Preference-based task assignment

Let people do what they love to do

Workload-based task assignment

Allocate tasks based on individuals' incomplete workload

Constraint-based task assignment

Allocate tasks considering business process execution constraints

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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

Cost-based task assignment

Delegate tasks according to resource cost

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