2024: A Year of Transformation at Optimal Workshop

Inspired by insights from Optimal users, we’ve reimagined study creation to bring you a beautifully streamlined experience with the new Study Flow tab.

With the new Study Flow, you’ll: 

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⚡ Enjoy faster study set up: Messages & instructions and Questionnaire tabs are combined in a single tab - called Study Flow - for faster editing and settings customization.

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✨ See it all at a glance: Easily visualize and understand the participant experience—from the welcome message to the final thank-you screen—every step of the way. 

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🎯 Duplicate questions: Save time and quickly replicate questions for surveys, screening questions, and pre- and post-study questions. 

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⭐ Experience enhanced UI: Enjoy a modern, clean design with intuitive updates that minimize scrolling and reduce mental load.

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🗂️ Collapse and expand sections: Easily navigate studies by collapsing and expanding sections, making it easier to build out specific parts of your study.

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This Study Flow tab is available across all Optimal tools, except for Qualitative Insights. 

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What’s next?

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We’re not stopping there. We have some significant improvements on the horizon designed to give you even greater flexibility and control.

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Advanced logic: Enhanced logic capabilities is one of our most highly requested features, and we’re thrilled to introduce new capabilities to help you build your ideal study experience – available for surveys and other tools. We will first introduce “display logic”, allowing for: 

• If answer is X for Question Y, then hide/show Question Z.
• If answer is X for Question Y, then hide/show specific answer options.

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Customizable sections: Organize your questions into different sections to build a better study experience for your participants. For example, segment your questions into relevant groupings, such as demographics or product usage. With custom sections, you can add new sections, rename, reorder, duplicate, and move questions between different sections.* 

*Note: Questions cannot be moved to/from the screening questions section.

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These upcoming features will empower you to create dynamic, tailored study experiences for different audiences with ease for more valuable insights. 

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Start exploring the new Study Flow now.

Investing in prototype testing and user-focused design isn't just about creating better products—it's a proven strategy to save costs, accelerate timelines, and drive customer loyalty. According to Forrester Research, companies that incorporate prototype testing in their design process can reduce development costs by 33% and cut collaboration time by 25%. UX-focused companies also see products hit the market 50% faster and loyalty rise by 240% (Forrester Research, Nielsen Norman Group)!

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Whether you're refining user flows, testing new concepts, or optimizing your onboarding experience or conversion flows, prototype testing helps ensure your designs hit the mark—before you invest too heavily in the build.

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With those benefits in mind, let's dive into how prototype testing can help you deliver user-centered designs efficiently and effectively. 

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Common Use Cases for Prototype Testing
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1. Test Onboarding and Sign-Up Flows
   How intuitive is your onboarding process? Prototype testing can help identify friction points, ensuring users can navigate and complete sign-ups seamlessly. For example, you can simulate different scenarios to determine whether users can easily register, set up accounts, or retrieve forgotten passwords.
   
   
2. A/B Test Email Designs
   Test different layouts, calls-to-action (CTAs), or visual elements in your email prototypes to discover what resonates best with your audience. Measure metrics like click-through rates or time spent engaging with content to refine your design.
   
   
3. Evaluate User Flows and Wireframes
   Whether you're testing a new feature, redesigning a user journey, or validating a wireframe, prototype testing gives you real-world insights. Observe how users interact with your design and identify areas for improvement before you move to development.
   
   
4. Test Concepts
   Before launching a new idea, validate it through prototype testing. Let users interact with your concept to gauge feasibility and potential impact. This can save time and resources by helping you focus on ideas that resonate.
   
   
5. Evaluate Conversion Flows
   Are users completing purchases or achieving desired outcomes? Use prototype testing to analyze conversion flows and pinpoint where users drop off. From landing pages to payment processes, you can optimize every step for success.
   
   
6. Test User Interfaces (UI)
   Ensure your UI elements—buttons, navigation menus, or forms—are intuitive and accessible. Prototype testing can help you identify design inconsistencies or usability challenges early in the process.
   
   
7. Conduct Usability Tests
   Have a new feature in development? Prototype testing lets you see how users interact with it, revealing insights that can guide refinements and improve overall satisfaction.

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Real-Life Prototype Testing Scenarios

Airline
Imagine your flight has been canceled. Ask how your customers self-service on the airline website to find new flight options. 

Bank
Have a prospect or customer interact with a prototype to open a business account online. Uncover usability issues and streamline the process.

Insurance
Imagine you’re interested in switching car insurance. Explore how intuitive it is for customers to view coverage details in an app, helping insurers improve navigation and accessibility.

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Prototype Testing Analysis & Insights

Optimal’s prototype testing gives you a variety of analysis options to help you to evaluate the effectiveness and usability of your prototypes. Use these to see exactly how users navigate, where they face challenges, and what areas are proving to be successful.
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• Task-based scenarios: Observe how users complete tasks like purchasing a product or updating account settings and set correction paths and destinations.
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• Clickmaps: See how users navigate and locate information. See hits and misses on designated clickable areas, average task completion times, and heatmaps showing where users believed the next steps to be.
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• Task results: Gather insights into how long it took to take a task (time taken), misclicks, directness score (considering backtracks or incorrect pathways), and success score.
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• Participant paths: The Paths tab provides a powerful visualization, including thumbnails, to understand and identify common navigation patterns and potential obstacles participants encounter while completing tasks.
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• Video, audio, and/or screen recording: See how your users interact with and respond to your prototype. Listen to their thought process and pick up on nonverbal cues, like hesitation, frustration, or confusion to pinpoint areas for improvement or exploration.  

Ready to use prototype testing to help your team reduce development costs and get a faster time to market? Get started in your account by creating a new prototype test.

Not yet a user of Optimal? Sign up for a free 7-day trial.

As we approach the end of 2024, it’s a great time to reflect on the progress we’ve made as a community and at Optimal. This year, Optimal users launched over 100,000 studies with over 1.2 million participants sharing insights to drive better business decisions and experiences.

Here's how we’ve worked to make research more accessible, speed up insight discovery, empower enterprise teams, and grow our platform’s capabilities in 2024.

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Democratizing Research

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Research for All
Research shouldn’t be limited to specialists or select teams—it should be accessible to everyone. In 2024, we focused on breaking down barriers to user research so that individuals across all divisions and teams can uncover actionable insights. Our tools are built to help anyone make confident, user-centered decisions, and this year, we’ve seen Optimal users from across all different types of teams, including product, marketing, content, research, design, information architecture, and education. We work to make our platform easy to use and learn, ensuring everyone can dive into research without barriers, regardless of their role or experience.

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A Milestone Year for UX Maturity
Understanding and improving UX maturity became a key focus for organizations this year. We launched our comprehensive UX Maturity Framework, complete with assessment tools that help teams identify their current state and plot a path forward. To support this journey, we developed detailed playbooks for each maturity level, offering practical guidance for teams looking to level up their UX practice. ‍‍‍

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Demonstrating the Value of UX
The conversation around UX value also took center stage in 2024. Our groundbreaking research into quantifying UX impact provided organizations with concrete data to support their UX investments. Through our popular webinar and blog series, we explored different approaches to communicating UX value to stakeholders, giving practitioners the tools they need to advocate for user-centered design.

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Accelerating Insight Discovery

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Prototype Testing
This year, we introduced Prototype Testing, enabling teams to test designs early and often. Teams can iterate quickly and ensure their ideas resonate with users before committing to development.

Video Recording (Beta)
We added a new feature to Prototype Testing that captures screen, audio and nonverbal cues—such as frustration—providing deeper insights into your users' experiences.

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Figma Integration
We also launched Figma integration for First-Click Testing and Prototype Testing, allowing users to connect design prototypes directly to Optimal studies. This integration makes it easier than ever to test, refine, and align designs with user needs—all without leaving Optimal.

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AI-Powered Insights
Our AI-Powered Insights help to uncover patterns and themes in qualitative and interview data. By analyzing large datasets, AI helps you discover key trends and accelerate decision-making.

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Optimal Recruitment
Recruiting high-quality participants can be a huge hassle and very time-consuming. That’s why we’ve relaunched Optimal Recruitment with expanded profiling capabilities, enhanced quality controls, and full-service support—to let you focus on what matters most: powerful insights to drive better business outcomes

Enabling Enterprise Teams

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Workspaces
For organizations with complex structures, we’ve introduced Workspaces and Projects to give admins greater control, improved organization, and increased privacy controls. Whether you're part of a large enterprise or a growing team, these enhancements simplify governance and amplify impact.

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Expanding Platform Capabilities in 2025

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Looking Ahead
As we head into 2025, our roadmap is packed with exciting features and improvements to make research more accessible, efficient, and impactful. Expect advancements across our platform, including video recording for prototype testing, a brand new survey tool with improved usability, advanced logic, and AI-powered capabilities to meet the evolving needs of teams worldwide. The best is yet to come - stay tuned and see you in 2025!