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Survicate – Customer Feedback Platform in Expense

To continuously improve and develop Expense, we use Survicate, a modern customer feedback platform. By presenting short and relevant questions directly within the system, we gain valuable insights into how users experience different features and workflows. Our goal is simple: to make Expense even more user-friendly, efficient, and tailored to our customers' needs.

 What Is Survicate?

Survicate is a Customer Feedback Platform that helps companies collect feedback directly from users while their experience is still fresh.

Rather than relying solely on support tickets or large customer surveys, we can gather feedback at the right moment and quickly identify areas for improvement.

👉 The result is more relevant feedback and faster product development.

Why Do We Use Survicate?

We want to give our customers a greater opportunity to influence the future development of Expense.

With Survicate, we can:

  • 📊 Measure the user experience in key workflows
  • 🔍 Identify friction points and obstacles early
  • 💡 Collect improvement suggestions from real users
  • ✅ Prioritize development based on data and insights
  • 📈 Evaluate the impact of improvements after release

👉 Your feedback helps us focus on the changes that create the most value.

How Is Survicate Used in Expense?

Feedback at the Right Moment

Survicate can display short feedback requests when they are most relevant.

Examples include:

  • ✅ After a user submits an expense report
  • 🚀 After a new feature has been used
  • ⚠️ If a workflow is interrupted or not completed

This allows us to collect feedback while the experience is still current.

Quick Pulse Surveys

In selected parts of Expense, we may run short surveys to better understand:

  • How easy a feature is to use
  • Whether a workflow feels clear and intuitive
  • Which tasks take the most time
  • Whether users encounter any obstacles

✅ The questions are brief and typically take only a few seconds to answer.

Measuring the Effect of Improvements

When new features or enhancements are launched, Survicate helps us measure their impact.

For example, we can evaluate:

  • 📈 Whether the user experience has improved
  • ✅ Whether more users successfully complete a workflow
  • 🔍 Whether previously reported issues have decreased

This allows us to continuously monitor and improve the platform.

Segmented Feedback

To ensure feedback is as relevant as possible, surveys can be shown to specific user groups.

Examples include:

  • 👨‍💼 Administrators
  • 👤 End users
  • 🆕 New customers
  • 🤝 Existing customers
  • ⚙️ Users of specific modules

👉 This helps us understand the different needs and use cases within Expense.

Examples of Feedback Questions

Some examples of questions you may see in Expense include:

  • ❓ How easy was it to complete this task?
  • ❓ How satisfied are you with this feature?
  • ❓ What did you feel was missing in this workflow?
  • ❓ What would make this process faster or easier for you?

✅ The purpose is to gather practical and actionable feedback.

How Is Your Feedback Used?

Your feedback helps us:

  • 🚀 Prioritize new features
  • 💡 Identify recurring customer needs
  • 📚 Improve help articles and guides
  • 🎯 Simplify workflows
  • 📉 Reduce the need for support

We combine feedback with other sources of insight, including:

  • Product analytics
  • Support cases
  • Customer meetings
  • Discovery and research initiatives

👉 Together, these insights help us make better decisions about the future of Expense.

Privacy and Data Protection

We take privacy and data protection seriously.

Survicate is used to collect feedback related to the user experience in Expense and is managed according to our internal guidelines for:

  • 🔒 Information security
  • ✅ Data protection
  • 📋 Privacy management

If you have any questions about how feedback data is handled, please contact us.

Can I Opt Out of Feedback Surveys?

Yes.

If you prefer not to receive feedback surveys in Expense, you can easily disable the feature yourself.

How to Disable Survicate

  1. Navigate to Administration
  2. Select Other
  3. Uncheck Allow Survicate
  4. Click Save

✅ You can continue using Expense exactly as before.

Have You Already Opted Out?

If you have previously chosen not to participate in feedback surveys, your preference will remain active.

👉 No further action is required.

Benefits of Survicate

🎯 Relevant Insights

Feedback is collected shortly after a user completes a task or workflow.

🚀 Faster Improvements

We can identify customer needs and prioritize enhancements more efficiently.

👥 Greater Customer Influence

Users have a direct opportunity to influence future development.

📊 Data-Driven Decisions

Product decisions are based on real user needs rather than assumptions.

💡 Tip

We appreciate all feedback that helps us improve Expense.

Even short responses can provide valuable insights that lead to:

  • Simpler workflows
  • Better user experiences
  • New functionality
  • Fewer support requests

👉 Every response makes a difference.

Frequently Asked Questions (FAQ)

Is it mandatory to answer the feedback surveys?

No. Participation is completely voluntary.

Can I opt out of the surveys?

Yes. You can disable Survicate under Administration > Other.

Will opting out affect how I use Expense?

No. Expense will continue to function exactly the same whether you participate in feedback surveys or not.

How is my feedback used?

Feedback is used to improve products, features, workflows, help articles, and the overall user experience.

Summary

  • 💬 Survicate helps us collect customer feedback directly within Expense
  • 📊 Feedback is used to improve features and workflows
  • 🎯 Questions are presented at relevant moments
  • 🔒 Privacy and data protection are managed according to our internal guidelines
  • ✅ Participation is entirely voluntary
  • 🚀 Your feedback helps us make Expense even better
 

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