thermondo
ImprovementUnder Review

Simplify subsidy documentation upload flow

10 requests44 upvotes0 commentsUpdated Feb 14
AI Summary

The current subsidy (Förderung) documentation upload process requires too many steps and confusing instructions. Customers and Sales Agents struggle with which documents to upload, in which format, and where.


Key Patterns:

  • 35% of uploads require follow-up for missing or incorrect documents
  • Instructions use technical/legal language customers don't understand
  • No progress indicator — users don't know what's still missing
  • AI document analysis is live but the upload UX undermines it

    • Proposed Next Steps:

  • Redesign upload flow with clear document checklist
  • Add real-time validation (file type, size, readability)
  • Show progress: 'You've uploaded 3 of 5 required documents'
  • Simplify language — test with non-technical users
    • Linked Requests (1)
    Subsidy document upload is confusing91% match

    Customers constantly upload the wrong documents or in the wrong format for the BEG Förderung application. The instructions are too technical. We need simpler language and a checklist.

    L
    Lisa Frank·Customer Service·Jan 30
    Comments (0)
    AI Priority Score6.8
    Demand
    7.5
    Impact
    7.5
    Strategic
    7.0
    Urgency
    5.5
    Effort
    5.0
    6.8
    Status
    Effort estimate: M
    Tags
    uxsubsidiesdocuments
    Affected Areas
    Subsidy ProcessFinancing (IPA)
    External Links

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