Optimal's Qualitative Insights tool overview

Optimal’s Qualitative Insights tool is designed to streamline every phase of the qualitative research process, from planning and execution to analysis and collaboration. It not only saves time and effort but also makes it easier to turn qualitative data into actionable insights.

How can Optimal's Qualitative Insights tool support qualitative research?

  1. Plan and organize interview sessions
  • Support: Qualitative Insights allows you to plan your user interviews by organizing your questions and tags in advance. You can keep everything in one place to ensure you’re prepared ahead of time. The discussion guide available in the Qualitative Insights tool also ensures that all your observations can be references against each question, and that your note takers can easily follow along with the moderator.
  • Benefits: Saves time and reduces the risk of overlooking important elements, helping you stay focused during the interview process.
  1. Take notes during interviews
  • Support: Upload transcripts, or use the note-taking feature to capture important observations as the interview unfolds. You can note key quotes, behaviors, and emotions in real time or upload them after the interviews to review.
    Benefits: This eliminates the need for separate note-taking tools and ensures that all data is stored in a central location for easy access. It also helps you focus more on the conversation rather than switching between tools.
  1. Tag your data
  • Support: Qualitative Insights allows you to tag interview data, such as specific themes, topics, or key user behaviors both on the fly in a session, and after as you synthesize your observations. This feature makes it easy to categorize and organize insights that emerge from the interviews.
  • Benefits: Tagging helps you quickly identify patterns, recurring themes, and connections within your data, making analysis faster and more insightful.
  1. Analyze your data
  • Support: The tool features a number of analysis tools and visualizations for your qualitative data, allowing you to organize, review, and interpret it in a way that suits your needs. You can use an Affinity Map to drag and drop similar observations together, use the Theme Builder to apply complex filters to find and save themes, and explore relationships between tagged observations with the Chord Diagram.
  • Benefits: The flexible, in-depth analysis methods allow you to make data-driven decisions and derive deeper insights from user interviews, ensuring that key findings are backed by solid qualitative data.
  1. Capture key insights
  • Support: Qualitative Insights provides a dedicated Insights tab for capturing and organizing key takeaways from your research. Each Insights includes a title, detailed description, and associated observations, making it easy to keep your findings structured and accessible in one central hub.
  • Benefits: You can create Insights with or without AI. Use our AI assistant to speed up insight discovery and reveal hidden patterns in your data.

  1. Collaborate easily with your team
  • Support: Qualitative Insights supports collaboration by allowing multiple team members to access, contribute to, and review the interview data in real time. Teams can also leave comments and annotations for discussions.
  • Benefits: This ensures everyone stays aligned and can contribute insights during the analysis process. Collaboration enhances the depth of analysis by incorporating multiple perspectives and allows distributed teams to work together smoothly.
  1. Share data with your team and stakeholders
  • Support: The tool allows you to easily share interview data, tagged insights, and key findings with stakeholders and team members in an organized and digestible format.
  • Benefits: This ensures transparency and keeps stakeholders informed. By sharing insights effectively, teams can make faster decisions and ensure that everyone has access to the same understanding of user needs and challenges.