December 22, 2022
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Live training: How to win at qualitative analysis with Reframer

In our latest live training session product experts, Pete and Caitlin, take us on a deep dive into the new and improved qualitative analysis tool Reframer.

The session is loaded with tips and demo’s on how to save time and streamline your qualitative research all within one tool.  They also discuss best practices for setting up and conducting user interviews, and how to get the most out of your analysis.

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Qualitative insights: Reimagined and supercharged 🚀

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!

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The only qualitative research tool you need is here

The only tool you need to power your entire qualitative research workflow is here. We’re excited to announce the new and improved Reframer is now live for all customers!

What is qualitative research?

It’s an integral part of any research journey. Think: customer or stakeholder interviews, prototype testing, A/B testing, moderated interviews, and open-ended questions. In a nutshell, it’s anything that isn’t a closed question.

It’s also the most popular research method – 85% of people who do research conduct interviews and usability tests as part of their projects or workflows.

85% of researchers conduct qualitative research, such as user interviews or usability testing

How can Reframer help me with my qualitative research?

It’s no secret that anyone conducting research is time-poor. Qualitative research is especially time-consuming and messy, as it’s almost always conducted across multiple tools or mediums. 

Reframer gives you your time back, and enables you to manage your entire qualitative research workflow within one single tool. 

From setting up and conducting interviews, through to analyzing your data – you can uncover those juicy insights in days, not weeks (or months) without ever having to leave the Optimal Workshop app.

Powerful, in depth tagging and analysis tools

Analyzing and making sense of your interview or usability testing data with Reframer is easy and flexible (not to mention very aesthetically pleasing!)  

Visualize and group observations with the affinity map

Affinity mapping is a flexible and visual way to quickly group, organize and make sense of qualitative data (i.e. post-its and whiteboards). 

With Reframer, affinity mapping is more powerful than ever. Your observations, tags and themes are all connected and stored in one place. It’s easy to search and filter your data, group like observations by proximity, then review and sort them in table format. 

Visualize and group observations by proximity with the affinity map

Discover patterns with the theme builder

The Themes tab offers tag-based analysis with powerful filters. It enables you to explore the relationships between your observations and then create themes based on these relationships. This gives you more quantifiable results to support the qualitative, observation-based analysis that you’ve done in the affinity map. 

The theme builder's powerful filters help you discover patterns in your observations

Explore connections between tags with the chord diagram

The chord diagram is a beautifully visual way to easily explore the relationships between your tagged observations and spot key themes. 

If you’ve got a lot of tags, it may look a little overwhelming to start with. But don’t let that fool you – it’s easy to get the hang of, and once you do, you’ll wonder how you ever analyzed data without it!

Explore connections between tags and uncover key themes with the chord diagram

Real-time collaboration with your team

We recommend that you conduct qualitative research as a team, whenever you can. Reframer makes this easy – it was built with collaboration in mind. 

Invite study members

On an Optimal Workshop team plan, you can work together from start to finish. Team members can take notes and create or use tags during interview sessions. In the affinity map, you can work collaboratively to group and edit observations in real-time. 

Invite guest notetakers

If you just need an extra helping hand with taking notes during your interviews or usability tests, you can invite guest notetakers to your sessions. Guest notetakers can take notes in the sessions you invite them to, but can’t see notes taken by others or analyze data.

The guest notetakers feature is a great way to involve your wider team or stakeholders in your user research activities.

Share your findings

Need the raw data from your interviews? Want to share your affinity map visuals with other team members? Both are easily downloadable with the click of a button!

Work collaboratively with team members - take notes, tag, and analyze

An intuitive, end-to-end workflow

When it comes to conducting qualitative research, Reframer is faster, easier and tidier than using other digital (or manual) tools. It houses all your data and insights in one place and supports the collaborative nature of qualitative research. 

It’s not just for seasoned researchers either. We’ve put special focus on ensuring that the analysis is easy to learn for anyone doing qualitative research, regardless of skill level. And our in-app guidance will have you up to speed in no time.

So what are you waiting for? Login now and get started on your Reframer journey!

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Accelerate insights with transcripts in Qualitative Insights

The accuracy of your data collection is crucial in qualitative research. It is vital that nothing is lost in translation or simply missed from the point of collection to analysis, and our latest release makes this even easier to achieve. You can now directly import interview transcripts into Qualitative Insights (previously known as Reframer), allowing you and your team to capture and tag observations effortlessly while maintaining the integrity of the information. Get ready to experience a new level of efficiency in your qualitative research!

The importance of transcription ✍🏽

Whether you are conducting interviews alone or with the support of your team, it’s important to prioritize building connections with participants rather than struggling to take notes and ask the right questions. Transcripts ensure you avoid losing crucial insights and context as you move from data collection to analysis and reduce the likelihood of human errors and missed observations that sometimes occur during live note-taking sessions. 

It also enables smooth collaboration among team members by allowing them to review interviews and contribute to the analysis, even if they weren't present.

How to import a transcript to Qualitative Insights

Watch the video 📽️ 👀

You can add a transcript to a new or existing study in Qualitative Insights with just a few clicks. After recording an interview or user testing session, open your Qualitative Insights study and click ‘Sessions’ then ‘+ Transcript.’

Add a session title, any session information or a link to the video for future reference in the session information box. If you have created segments, choose which ones apply to this participant; you can update these later at any time. Then click ‘import transcript.’

Click ‘Select transcript’ and ensure you made any edits before importing it. This feature supports .vtt, .srt, or .txt files. Now, click Capture observations’ to complete the import and create and tag your observations.

You will see your transcript displayed. If you use a .vtt or .srt file, you will see the speaker names have been identified. You can update the speaker names by clicking on configure speakers.

How to create observations

To create observations from your transcript, simply highlight text, enter a new tag or select an existing one, then click create an observation.

There is no limit to how many transcripts you can import. This means you can import all your past and future interviews, ensuring all your research data is in one place for easy access and analysis.

Take the Qualitative Insights Academy Course 📚

Qualitative Insights supports your entire qualitative research workflow, from conducting interviews and capturing observations to tagging and visualizing your data.   It keeps all your valuable user interviews and usability testing metadata in one place.


To learn more about how to get the most out of Qualitative Insights, take the Qualitative Insights course at the Optimal Academy. In this short course, you'll learn how to set yourself and your team up to capture, tag, and group your observations to get to the insights faster.

Seeing is believing

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