Allocate task based on collaborative experience: handover time, interactions, diversity
Assign a task to a person based on their experience working with other resources, which is measured by factors such as the time taken for handovers, number of interactions, and diversity of experience with different people
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 risk task in a loan application process requires two resources to work together. The task is hence allocated to resources A and B as they have evidenced working well together in the past. Impact: This pattern will result in a high-quality outcome in less time and cost.
For a teamwork-based assignment, a prior understanding of the interaction of a resource with other resources needs to be known. Based on that understanding, appropriate resources will be allocated
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
Form cross-department teams for end-to-end case handling.
Distribute tasks by interdepartmental interactions to enable or restrict involvement