How to address Self-Service model with Appian

Hi Sameer,

I can send you another demonstration application that walks through a purchase request process using the Tempo interface. Would that be helpful?

Richard,

Thank you for your response. If it addresses a Self-Service model for the demonstration, that would be very nice to see and put into context.

Hi Sameer,

For a self service mode, we'd still recommend users log into the Tempo interface in order to ensure cross-browser compatibility and mobile access. A brief training to the customers to go the Actions tab is all that is needed to direct them to start a process. Once the process is started, the forms themselves can guide the user through the steps needed to place an order.

In the case of the Ref App, Customers are a business concept distinct from user accounts or groups that show up in the People tab of the designer. What did you mean by user administration? Is an admin going to move people in and out of customer groups? Or did you want to allow users to specify which customers they work for (doubtful). Or somewhere in between - did you want customers to be able to define a manager per account that can pick other users who belong to their organization? I list all these different approaches to highlight that you can do many different things, but the solution to all of them is a process-based application that you design for your specific needs.