2024: A Year of Transformation at Optimal Workshop

We're thrilled to announce the re-launch of our Qualitative Insights tool, formerly known as Reframer. This powerful upgrade brings new features designed to revolutionize your qualitative data analysis process, making it faster, easier, and more insightful than ever before.

‍

‍

Introducing the new Qualitative Insights 🔍

‍

Qualitative Insights has always been your go-to tool to help you plan and organize interviews, take notes, tag, and analyze rich, unstructured data. Now, we've taken it to the next level with two game-changing additions:

‍

• Insights feature: A dedicated space to capture, organize, and communicate your key takeaways.‍
• AI capabilities: Optional AI-powered assistance to accelerate your analysis process.

‍

‍

Discover insights effortlessly 💡 

‍

The new Insights feature transforms how you work with qualitative data:

‍

• Centralized hub: All your analytical discoveries in one place.
• Structured insights: Each insight includes a title, detailed description, and associated observations.
• Flexible viewing: Toggle between overview and deep-dive modes.
• Efficient organization: Tag and categorize insights for easy retrieval.
• Collaboration tools: Share and discuss findings with your team.

‍

‍

How it works 🛠️ 

‍

Manual insight creation

‍

1. Filter your data using keywords, tags, affinity map groupings, tasks, segments, and sessions.
2. Select relevant observations.
3. Craft your insight with a custom title and description.

‍

AI-Powered Insight Generation (Optional)

‍

1. Click "Generate" to activate our AI assistant.
2. AI analyzes existing observations to produce new insights.
3. Automatically generates insight titles, summaries, and attaches relevant observations.
4. AI-generated insights are marked with an AI star symbol for easy identification.
5. All AI insights remain fully editable.

‍

‍

AI: Your analysis assistant 🤖

‍

Our AI capabilities are designed to enhance your abilities, not replace them. Use AI to:

‍

• Speed up insight discovery
• Reveal hidden patterns in your data
• Jumpstart the analysis process

‍

Remember, your expertise is crucial. Always review and refine AI-generated insights to ensure accuracy and capture nuances that only human understanding can provide.

‍

‍

Your data, your choice 🔒 

‍

We prioritize your privacy and data control:

‍

• Your data stays within your organization
• We don't use it to train other AI models
• You control when to use AI for insights
• AI features can be turned on or off anytime

‍

‍

Get started today 🌟 

‍

Ready to experience the power of the new Qualitative Insights? Learn more and dive in. Upgrade your qualitative analysis workflow and uncover deeper insights faster than ever before with Qualitative Insights!

Recruiting high quality participants can be a hassle and 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.

‍

What does Optimal Recruitment offer?

With Optimal Recruitment, our in-house team makes it easy to connect with participants. We take care of all the details—from feasibility checks, recruitment, reminders, confirmations, and admin.

‍

Thanks to our four award-winning panel providers, we can tailor recruitment to every recruitment need, giving you access to a vast pool of high-quality participants from across 150+ countries.

• User Interviews: Rated the #1 top-rated panel software on G2, fully dedicated to quality user research
• PureSpectrum: Recognized as the Market Research Supplier of the Year
• Respondent: Ensures a consistent 95% participants show-up rate
• Cint: Winner of the Data Quality Award, 2024

‍

And this is just the beginning—our network will continue to grow, offering even greater targeting capabilities and expanded reach in the future.

‍

How does it work?

All you need to do is provide your participant criteria and our team will handle the rest! We’ll select the best panel for your needs and ensure everything in your study is set up perfectly so you can sit back and watch the results flow in. 
‍

Ready to dive in?

To get started, head over to the Recruit tab under an Optimal study.

‍

Need more info? Find out more about getting started or reach out to Support or your account team for more details.

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)!

‍

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.

‍

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

‍

Common Use Cases for Prototype Testing
‍

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.

‍

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.

‍

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.
‍

• Task-based scenarios: Observe how users complete tasks like purchasing a product or updating account settings and set correction paths and destinations.
  ‍
• 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.
  ‍
• 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.
  ‍
• 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.
  ‍
• 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.