What is the recommended maximum number of stages in a case life cycle?

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When designing a case life cycle in Pega, it is essential to maintain clarity and manageability to ensure efficient processing and tracking of cases. The recommended maximum number of stages in a case life cycle is seven. This guideline stems from user experience research suggesting that humans generally can effectively manage and comprehend a maximum of around seven distinct elements or stages at one time.

Having up to seven stages allows for a balance between complexity and usability, making it easier for users to navigate through the various phases of a case. It also helps in keeping the case progression straightforward, allowing for effective decision-making and management. While it may be technically possible to design a case with more stages, exceeding this suggested limit can lead to confusion and reduced efficiency in handling cases, as users might struggle to track and manage numerous stages effectively.

By adhering to the recommendation of utilizing no more than seven stages, organizations can facilitate better understanding and execution of the case life cycle, improving overall performance and user satisfaction.

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