November 6, 2025
4 min

A beginner’s guide to qualitative and quantitative research

In the field of user research, every method is either qualitative, quantitative – or both. Understandably, there’s some confusion around these 2 approaches and where the different methods are applicable. This article provides a handy breakdown of the different terms and where and why you’d want to use qualitative or quantitative research methods.

Qualitative research

Let’s start with qualitative research, an approach that’s all about the ‘why’. It’s exploratory and not about numbers, instead focusing on reasons, motivations, behaviors and opinions – it’s best at helping you gain insight and delve deep into a particular problem. This type of data typically comes from conversations, interviews and responses to open questions. The real value of qualitative research is in its ability to give you a human perspective on a research question. Unlike quantitative research, this approach will help you understand some of the more intangible factors – things like behaviors, habits and past experiences – whose effects may not always be readily apparent when you’re conducting quantitative research. A qualitative research question could be investigating why people switch between different banks, for example.

When to use qualitative research

Qualitative research is best suited to identifying how people think about problems, how they interact with products and services, and what encourages them to behave a certain way. For example, you could run a study to better understand how people feel about a product they use, or why people have trouble filling out your sign up form. Qualitative research can be very exploratory (e.g., user interviews) as well as more closely tied to evaluating designs (e.g., usability testing). Good qualitative research questions to ask include:

  • Why do customers never add items to their wishlist on our website?
  • How do new customers find out about our services?
  • What are the main reasons people don’t sign up for our newsletter?

How to gather qualitative data

There’s no shortage of methods to gather qualitative data, which commonly takes the form of interview transcripts, notes and audio and video recordings. Here are some of the most widely-used qualitative research methods:

  • Usability test Test a product with people by observing them as they attempt to complete various tasks.
  • User interview Sit down with a user to learn more about their background, motivations and pain points.
  • Contextual inquiry – Learn more about your users in their own environment by asking them questions before moving onto an observation activity.
  • Focus group – Gather 6 to 10 people for a forum-like session to get feedback on a product.

How many participants will you need?

You don’t often need large numbers of participants for qualitative research, with the average range usually somewhere between 5 to 10 people. You’ll likely require more if you're focusing your work on specific personas, for example, in which case you may need to study 5-10 people for each persona. While this may seem quite low, consider the research methods you’ll be using. Carrying out large numbers of in-person research sessions requires a significant time investment in terms of planning, actually hosting the sessions and analyzing your findings.

Quantitative research

On the other side of the coin you’ve got quantitative research. This type of research is focused on numbers and measurement, gathering data and being able to transform this information into statistics. Given that quantitative research is all about generating data that can be expressed in numbers, there multiple ways you make use of it. Statistical analysis means you can pull useful facts from your quantitative data, for example trends, demographic information and differences between groups. It’s an excellent way to understand a snapshot of your users. A quantitative research question could involve investigating the number of people that upgrade from a free plan to a paid plan.

When to use quantitative research

Quantitative research is ideal for understanding behaviors and usage. In many cases it's a lot less resource-heavy than qualitative research because you don't need to pay incentives or spend time scheduling sessions etc). With that in mind, you might do some quantitative research early on to better understand the problem space, for example by running a survey on your users. Here are some examples of good quantitative research questions to ask:

  • How many customers view our pricing page before making a purchase decision?
  • How many customers search versus navigate to find products on our website?
  • How often do visitors on our website change their password?

How to gather quantitative data

Commonly, quantitative data takes the form of numbers and statistics.

Here are some of the most popular quantitative research methods:

  • Card sorts Find out how people categorize and sort information on your website.
  • First-click tests See where people click first when tasked with completing an action.
  • A/B tests – Compare 2 versions of a design in order to work out which is more effective.
  • Clickstream analysis – Analyze aggregate data about website visits.

How many participants will you need?

While you only need a small number of participants for qualitative research, you need significantly more for quantitative research. Quantitative research is all about quantity. With more participants, you can generate more useful and reliable data you can analyze. In turn, you’ll have a clearer understanding of your research problem. This means that quantitative research can often involve gathering data from thousands of participants through an A/B test, or with 30 through a card sort. Read more about the right number of participants to gather for your research.

Mixed methods research

While there are certainly times when you’d only want to focus on qualitative or quantitative data to get answers, there’s significant value in utilizing both methods on the same research projects.Interestingly, there are a number of research methods that will generate both quantitative and qualitative data. Take surveys as an example. A survey could include questions that require written answers from participants as well as questions that require participants to select from multiple choices.

Looking back at the earlier example of how people move from a free plan to a paid plan, applying both research approaches to the question will yield a more robust or holistic answer. You’ll know why people upgrade to the paid plan in addition to how many. You can read more about mixed methods research in this article:

Where to from here?

Now that you know the difference between qualitative and quantitative research, the best way to build confidence is to start testing. Hands-on experience is the fastest path to deeper insight. At Optimal, we make it easy to run your first study, no matter your role or research experience.

Share this article
Author
Optimal
Workshop

Related articles

View all blog articles
Learn more
1 min read

5 Alternatives to Askable for User Research and Participant Recruitment

When evaluating tools for user testing and participant recruitment, Askable often appears on the shortlist, especially for teams based in Australia and New Zealand. But in 2025, many researchers are finding Askable’s limitations increasingly difficult to work around: restricted study volume, inconsistent participant quality, and new pricing that limits flexibility.

If you’re exploring Askable alternatives that offer more scalability, higher data quality, and global reach, here are five strong options.

1. Optimal: Best Overall Alternative for Scalable, AI-Powered Research 

Optimal is a comprehensive user insights platform supporting the full research lifecycle, from participant recruitment to analysis and reporting. Unlike Askable, which has historically focused on recruitment, Optimal unifies multiple research methods in one platform, including prototype testing, card sorting, tree testing, and AI-assisted interviews.

Why teams switch from Askable to Optimal

1. You can only run one study at a time in Askable

Optimal removes that bottleneck, letting you launch multiple concurrent studies across teams and research methods.

2. Askable’s new pricing limits flexibility 

Optimal offers scalable plans with unlimited seats, so teams only pay for what they need.

3. Askable’s participant quality has dropped

Optimal provides access to over 100+ million verified participants worldwide, with strong fraud-prevention and screening systems that eliminate low-effort or AI-assisted responses.



Additional advantages

  • End-to-end research tools in one workspace
  • AI-powered insight generation that tags and summarizes automatically
  • Enterprise-grade reliability with decade-long market trust
  • Dedicated onboarding and SLA-backed support

Best for: Teams seeking an enterprise-ready, scalable research platform that eliminates the operational constraints of Askable.

2. UserTesting: Best for Video-Based Moderated Studies

UserTesting remains one of the most established platforms for moderated and unmoderated usability testing. It excels at gathering video feedback from participants in real time.

Pros:

  • Large participant pool with strong demographic filters
  • Supports moderated sessions and live interviews
  • Integrations with design tools like Figma and Miro


Cons:

  • Higher cost at enterprise scale
  • Less flexible for survey-driven or unmoderated studies compared with Optimal
  • The UI has become increasingly complex and buggy as UserTesting has been expanding their platform through acquisitions such as UserZoom and Validately.


Best for: Companies prioritizing live, moderated usability sessions.

3. Maze: Best for Product Teams Using Figma Prototypes

Maze offers seamless Figma integration and focuses on automating prototype-testing workflows for product and design teams.

Pros:

  • Excellent Figma and Adobe XD integration
  • Automated reporting
  • Good fit for early-stage design validation

Cons:

  • Limited depth for qualitative research
  • Smaller participant pool

Best for: Design-first teams validating prototypes and navigation flows.

4. Lyssna (formerly UsabilityHub): Best for Fast Design Feedback

Lyssna focuses on quick-turn, unmoderated studies such as preference tests, first-click tests, and five-second tests.

Pros:

  • Fast turnaround
  • Simple, intuitive interface
  • Affordable for smaller teams

Cons:

  • Limited participant targeting options
  • Narrower study types than Askable

Best for: Designers and researchers running lightweight validation tests.

5. Dovetail: Best for Research Repository and Analysis

Dovetail is primarily a qualitative data repository rather than a testing platform. It’s useful for centralizing and analyzing insights from research studies conducted elsewhere.

Pros:

  • Strong tagging and note-taking features
  • Centralized research hub for large teams

Cons:

  • Doesn’t recruit participants or run studies
  • Requires manual uploads from other tools like Askable or UserTesting

Best for: Research teams centralizing insights from multiple sources.

Final Thoughts on Alternatives to Askable

If your goal is simply to recruit local participants, Askable can still meet basic needs. But if you’re looking to scale research in your organization, integrate testing and analysis, and automate insights, Optimal stands out as the best long-term investment. Its blend of global reach, AI-powered analysis, and proven enterprise support makes it the natural next step for growing research teams. You can try Optimal for free here.

Learn more
1 min read

A beginner’s guide to qualitative and quantitative research

In the field of user research, every method is either qualitative, quantitative – or both. Understandably, there’s some confusion around these 2 approaches and where the different methods are applicable. This article provides a handy breakdown of the different terms and where and why you’d want to use qualitative or quantitative research methods.

Qualitative research

Let’s start with qualitative research, an approach that’s all about the ‘why’. It’s exploratory and not about numbers, instead focusing on reasons, motivations, behaviors and opinions – it’s best at helping you gain insight and delve deep into a particular problem. This type of data typically comes from conversations, interviews and responses to open questions. The real value of qualitative research is in its ability to give you a human perspective on a research question. Unlike quantitative research, this approach will help you understand some of the more intangible factors – things like behaviors, habits and past experiences – whose effects may not always be readily apparent when you’re conducting quantitative research. A qualitative research question could be investigating why people switch between different banks, for example.

When to use qualitative research

Qualitative research is best suited to identifying how people think about problems, how they interact with products and services, and what encourages them to behave a certain way. For example, you could run a study to better understand how people feel about a product they use, or why people have trouble filling out your sign up form. Qualitative research can be very exploratory (e.g., user interviews) as well as more closely tied to evaluating designs (e.g., usability testing). Good qualitative research questions to ask include:

  • Why do customers never add items to their wishlist on our website?
  • How do new customers find out about our services?
  • What are the main reasons people don’t sign up for our newsletter?

How to gather qualitative data

There’s no shortage of methods to gather qualitative data, which commonly takes the form of interview transcripts, notes and audio and video recordings. Here are some of the most widely-used qualitative research methods:

  • Usability test Test a product with people by observing them as they attempt to complete various tasks.
  • User interview Sit down with a user to learn more about their background, motivations and pain points.
  • Contextual inquiry – Learn more about your users in their own environment by asking them questions before moving onto an observation activity.
  • Focus group – Gather 6 to 10 people for a forum-like session to get feedback on a product.

How many participants will you need?

You don’t often need large numbers of participants for qualitative research, with the average range usually somewhere between 5 to 10 people. You’ll likely require more if you're focusing your work on specific personas, for example, in which case you may need to study 5-10 people for each persona. While this may seem quite low, consider the research methods you’ll be using. Carrying out large numbers of in-person research sessions requires a significant time investment in terms of planning, actually hosting the sessions and analyzing your findings.

Quantitative research

On the other side of the coin you’ve got quantitative research. This type of research is focused on numbers and measurement, gathering data and being able to transform this information into statistics. Given that quantitative research is all about generating data that can be expressed in numbers, there multiple ways you make use of it. Statistical analysis means you can pull useful facts from your quantitative data, for example trends, demographic information and differences between groups. It’s an excellent way to understand a snapshot of your users. A quantitative research question could involve investigating the number of people that upgrade from a free plan to a paid plan.

When to use quantitative research

Quantitative research is ideal for understanding behaviors and usage. In many cases it's a lot less resource-heavy than qualitative research because you don't need to pay incentives or spend time scheduling sessions etc). With that in mind, you might do some quantitative research early on to better understand the problem space, for example by running a survey on your users. Here are some examples of good quantitative research questions to ask:

  • How many customers view our pricing page before making a purchase decision?
  • How many customers search versus navigate to find products on our website?
  • How often do visitors on our website change their password?

How to gather quantitative data

Commonly, quantitative data takes the form of numbers and statistics.

Here are some of the most popular quantitative research methods:

  • Card sorts Find out how people categorize and sort information on your website.
  • First-click tests See where people click first when tasked with completing an action.
  • A/B tests – Compare 2 versions of a design in order to work out which is more effective.
  • Clickstream analysis – Analyze aggregate data about website visits.

How many participants will you need?

While you only need a small number of participants for qualitative research, you need significantly more for quantitative research. Quantitative research is all about quantity. With more participants, you can generate more useful and reliable data you can analyze. In turn, you’ll have a clearer understanding of your research problem. This means that quantitative research can often involve gathering data from thousands of participants through an A/B test, or with 30 through a card sort. Read more about the right number of participants to gather for your research.

Mixed methods research

While there are certainly times when you’d only want to focus on qualitative or quantitative data to get answers, there’s significant value in utilizing both methods on the same research projects.Interestingly, there are a number of research methods that will generate both quantitative and qualitative data. Take surveys as an example. A survey could include questions that require written answers from participants as well as questions that require participants to select from multiple choices.

Looking back at the earlier example of how people move from a free plan to a paid plan, applying both research approaches to the question will yield a more robust or holistic answer. You’ll know why people upgrade to the paid plan in addition to how many. You can read more about mixed methods research in this article:

Where to from here?

Now that you know the difference between qualitative and quantitative research, the best way to build confidence is to start testing. Hands-on experience is the fastest path to deeper insight. At Optimal, we make it easy to run your first study, no matter your role or research experience.

Learn more
1 min read

Efficient Research: Maximizing the ROI of Understanding Your Customers

Introduction

User research is invaluable, but in fast-paced environments, researchers often struggle with tight deadlines, limited resources, and the need to prove their impact. In our recent UX Insider webinar, Weidan Li, Senior UX Researcher at Seek, shared insights on Efficient Research—an approach that optimizes Speed, Quality, and Impact to maximize the return on investment (ROI) of understanding customers.

At the heart of this approach is the Efficient Research Framework, which balances these three critical factors:

  • Speed – Conducting research quickly without sacrificing key insights.
  • Quality – Ensuring rigor and reliability in findings.
  • Impact – Making sure research leads to meaningful business and product changes.

Within this framework, Weidan outlined nine tactics that help UX researchers work more effectively. Let’s dive in.

1. Time Allocation: Invest in What Matters Most

Not all research requires the same level of depth. Efficient researchers prioritize their time by categorizing projects based on urgency and impact:

  • High-stakes decisions (e.g., launching a new product) require deep research.
  • Routine optimizations (e.g., tweaking UI elements) can rely on quick testing methods.
  • Low-impact changes may not need research at all.

By allocating time wisely, researchers can avoid spending weeks on minor issues while ensuring critical decisions are well-informed.

2. Assistance of AI: Let Technology Handle the Heavy Lifting

AI is transforming UX research, enabling faster and more scalable insights. Weidan suggests using AI to:

  • Automate data analysis – AI can quickly analyze survey responses, transcripts, and usability test results.
  • Generate research summaries – Tools like ChatGPT can help synthesize findings into digestible insights.
  • Speed up recruitment – AI-powered platforms can help find and screen participants efficiently.

While AI can’t replace human judgment, it can free up researchers to focus on higher-value tasks like interpreting results and influencing strategy.

3. Collaboration: Make Research a Team Sport

Research has a greater impact when it’s embedded into the product development process. Weidan emphasizes:

  • Co-creating research plans with designers, PMs, and engineers to align on priorities.
  • Involving stakeholders in synthesis sessions so insights don’t sit in a report.
  • Encouraging non-researchers to run lightweight studies, such as A/B tests or quick usability checks.

When research is shared and collaborative, it leads to faster adoption of insights and stronger decision-making.

4. Prioritization: Focus on the Right Questions

With limited resources, researchers must choose their battles wisely. Weidan recommends using a prioritization framework to assess:

  • Business impact – Will this research influence a high-stakes decision?
  • User impact – Does it address a major pain point?
  • Feasibility – Can we conduct this research quickly and effectively?

By filtering out low-priority projects, researchers can avoid research for research’s sake and focus on what truly drives change.

5. Depth of Understanding: Go Beyond Surface-Level Insights

Speed is important, but efficient research isn’t about cutting corners. Weidan stresses that even quick studies should provide a deep understanding of users by:

  • Asking why, not just what – Observing behavior is useful, but uncovering motivations is key.
  • Using triangulation – Combining methods (e.g., usability tests + surveys) to validate findings.
  • Revisiting past research – Leveraging existing insights instead of starting from scratch.

Balancing speed with depth ensures research is not just fast, but meaningful.

6. Anticipation: Stay Ahead of Research Needs

Proactive researchers don’t wait for stakeholders to request studies—they anticipate needs and set up research ahead of time. This means:

  • Building a research roadmap that aligns with upcoming product decisions.
  • Running continuous discovery research so teams have a backlog of insights to pull from.
  • Creating self-serve research repositories where teams can find relevant past studies.

By anticipating research needs, UX teams can reduce last-minute requests and deliver insights exactly when they’re needed.

7. Justification of Methodology: Explain Why Your Approach Works

Stakeholders may question research methods, especially when they seem time-consuming or expensive. Weidan highlights the importance of educating teams on why specific methods are used:

  • Clearly explain why qualitative research is needed when stakeholders push for just numbers.
  • Show real-world examples of how past research has led to business success.
  • Provide a trade-off analysis (e.g., “This method is faster but provides less depth”) to help teams make informed choices.

A well-justified approach ensures research is respected and acted upon.

8. Individual Engagement: Tailor Research Communication to Your Audience

Not all stakeholders consume research the same way. Weidan recommends adapting insights to fit different audiences:

  • Executives – Focus on high-level impact and key takeaways.
  • Product teams – Provide actionable recommendations tied to specific features.
  • Designers & Engineers – Share usability findings with video clips or screenshots.

By delivering insights in the right format, researchers increase the likelihood of stakeholder buy-in and action.

9. Business Actions: Ensure Research Leads to Real Change

The ultimate goal of research is not just understanding users—but driving business decisions. To ensure research leads to action:

  • Follow up on implementation – Track whether teams apply the insights.
  • Tie findings to key metrics – Show how research affects conversion rates, retention, or engagement.
  • Advocate for iterative research – Encourage teams to re-test and refine based on new data.

Research is most valuable when it translates into real business outcomes.

Final Thoughts: Research That Moves the Needle

Efficient research is not just about doing more, faster—it’s about balancing speed, quality, and impact to maximize its influence. Weidan’s nine tactics help UX researchers work smarter by:


✔️  Prioritizing high-impact work
✔️  Leveraging AI and collaboration
✔️  Communicating research in a way that drives action

By adopting these strategies, UX teams can ensure their research is not just insightful, but transformational.

Watch the full webinar here

Seeing is believing

Explore our tools and see how Optimal makes gathering insights simple, powerful, and impactful.