February 13, 2024
1 min read

Fast Track Your Studies: 15+ Ready-to-Use Templates to Accelerate Insights

Research just got a whole lot easier. 🚀 With over 15 brand-new templates added to our template library, Optimal is here to help you fast-track your studies and accelerate your time to insights.

Our mission? To make research accessible for everyone, whether you're in product, design, marketing, or research. With templates, finding the right study for your needs has never been simpler.

Fast Track Your Research

    • Hit the ground running: Get pre-built templates designed to help you quickly set up studies that deliver results.
    • Accelerate insights: From screening questions to tasks, we’ve done the heavy lifting so you can customize these templates quickly for your own use and focus on analyzing data to inform decisions.

    What’s Included in Each Template?


    ✔️ Clear study goals—know what you'll learn

    ✔️ Best practices for study setup

    ✔️ Sample screener questions to target the right participants

    ✔️ Ready-to-go task suggestions

    How to Use Them


    Preview: View the participant’s study experience.

    Customize: Clone the template and tailor it to your unique needs.

    Explore New Use Cases


    Our templates are designed to empower teams to tackle a range of challenges. Here are just a few examples from our library:

    • Optimize your website or app signup flows
    • Organize and label your content
    • A/B test email designs
    • Design a new website navigation
    • Run usability tests for apps
    • Conduct market research
    • Prioritize features
    • Define your brand tone of voice

    Find Templates Built for You


    Filter by role or use case to discover the perfect starting point for your next project or get inspired for new ideas.

    Start Researching Today


    Already an Optimal Workshop user? Head to the Templates section of your Dashboard and explore what’s new.

    Not yet onboard? Try Optimal Workshop free for 7 days to get started.

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    Clara Kliman-Silver: AI & design: imagining the future of UX

    In the last few years, the influence of AI has steadily been expanding into various aspects of design. In early 2023, that expansion exploded. AI tools and features are now everywhere, and there are two ways designers commonly react to it:

    • With enthusiasm for how they can use it to make their jobs easier
    • With skepticism over how reliable it is, or even fear that it could replace their jobs

    Google UX researcher Clara Kliman-Silver is at the forefront of researching and understanding the potential impact of AI on design into the future. This is a hot topic that’s on the radar of many designers as they grapple with what the new normal is, and how it will change things in the coming years.

    Clara’s background 

    Clara Kliman-Silver spends her time studying design teams and systems, UX tools and designer-developer collaboration. She’s a specialist in participatory design and uses generative methods to investigate workflows, understand designer-developer experiences, and imagine ways to create UIs. In this work, Clara looks at how technology can be leveraged to help people make things, and do it more efficiently than they currently are.

    In today’s context, that puts generative AI and machine learning right in her line of sight. The way this technology has boomed in recent times has many people scrambling to catch up - to identify the biggest opportunities and to understand the risks that come with it. Clara is a leader in assessing the implications of AI. She analyzes both the technology itself and the way people feel about it to forecast what it will mean into the future.

    Contact Details:

    You can find Clara in LinkedIn or on Twitter @cklimansilver

    What role should artificial intelligence play in UX design process? 🤔

    Clara’s expertise in understanding the role of AI in design comes from significant research and analysis of how the technology is being used currently and how industry experts feel about it. AI is everywhere in today’s world, from home devices to tech platforms and specific tools for various industries. In many cases, AI automation is used for productivity, where it can speed up processes with subtle, easy to use applications.

    As mentioned above, the transformational capabilities of AI are met with equal parts of enthusiasm and skepticism. The way people use AI, and how they feel about it is important, because users need to be comfortable implementing the technology in order for it to make a difference. The question of what value AI brings to the design process is ongoing. On one hand, AI can help increase efficiency for systems and processes. On the other hand, it can exacerbate problems if the user's intentions are misunderstood.

    Access for all 🦾

    There’s no doubt that AI tools enable novices to perform tasks that, in years gone by, required a high level of expertise. For example, film editing was previously a manual task, where people would literally cut rolls of film and splice them together on a reel. It was something only a trained editor could do. Now, anyone with a smartphone has access to iMovie or a similar app, and they can edit film in seconds.

    For film experts, digital technology allows them to speed up tedious tasks and focus on more sophisticated aspects of their work. Clara hypothesizes that AI is particularly valuable when it automates mundane tasks. AI enables more individuals to leverage digital technologies without requiring specialist training. Thus, AI has shifted the landscape of what it means to be an “expert” in a field. Expertise is about more than being able to simply do something - it includes having the knowledge and experience to do it for an informed reason. 

    Research and testing 🔬

    Clara performs a lot of concept testing, which involves recognizing the perceived value of an approach or method. Concept testing helps in scenarios where a solution may not address a problem or where the real problem is difficult to identify. In a recent survey, Clara describes two predominant benefits designers experienced from AI:

    1. Efficiency. Not only does AI expedite the problem solving process, it can also help efficiently identify problems. 
    2. Innovation. Generative AI can innovate on its own, developing ideas that designers themselves may not have thought of.

    The design partnership 🤝🏽

    Overall, Clara says UX designers tend to see AI as a creative partner. However, most users don’t yet trust AI enough to give it complete agency over the work it’s used for. The level of trust designers have exists on a continuum, where it depends on the nature of the work and the context of what they’re aiming to accomplish. Other factors such as where the tech comes from, who curated it and who’s training the model also influences trust. For now, AI is largely seen as a valued tool, and there is cautious optimism and tentative acceptance for its application. 

    Why it matters 💡

    AI presents as potentially one of the biggest game-changers to how people work in our generation. Although AI has widespread applications across sectors and systems, there are still many questions about it. In the design world, systems like DALL-E allow people to create AI-generated imagery, and auto layout in various tools allows designers to iterate more quickly and efficiently.

    Like many other industries, designers are wondering where AI might go in the future and what it might look like. The answer to these questions has very real implications for the future of design jobs and whether they will exist. In practice, Clara describes the current mood towards AI as existing on a continuum between adherence and innovation:

    • Adherence is about how AI helps designers follow best practice
    • Innovation is at the other end of the spectrum, and involves using AI to figure out what’s possible

    The current environment is extremely subjective, and there’s no agreed best practice. This makes it difficult to recommend a certain approach to adopting AI and creating permanent systems around it. Both the technology and the sentiment around it will evolve through time, and it’s something designers, like all people, will need to maintain good awareness of.

    Learn more
    1 min read

    2024: A Year of Transformation at Optimal Workshop

    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.

    Democratizing Research

    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.

    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. 

    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.

    Accelerating Insight Discovery

    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.

    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.

    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.

    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

    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.

    Expanding Platform Capabilities in 2025

    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!

    Learn more
    1 min read

    Prototype Testing: Validate Designs Early and Build with Confidence

    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.

    Seeing is believing

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