October 31, 2024
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Product Roadmap Update - October 2024

Sarah Flutey
Head of Product Marketing

We've been hard at work enhancing your research capabilities, and we're excited to share what's new at Optimal. Here's what we've shipped to help you uncover even deeper insights:

What’s new at Optimal? 

Prototype Testing gets more powerful ⚡

Since launching the Beta, we've been collaborating closely with hundreds of Optimal customers to gather feedback and run usability testing. Your support has been invaluable, and we’re excited to announce these latest updates for Prototype Testing:

Improved security with password management: A new "Password settings" button allows users to manage stored passwords, which participants receive before starting their Prototype Study. Additionally, users are prompted for a password when importing protected prototypes.

Improvements to usability: Your feedback was taken onboard, and we’ve updated the buttons, including "Re-sync to file" and "Change prototype," to improve usability.

Results sharing: You can now easily share specific sections (e.g., analysis, tasks, clickmaps) via a URL with your stakeholders in just a few clicks. With the added protection of a password for secure access.

Participant data view: To speed up your data analysis and improve your workflows we’ve added task metrics in the "Results > Participants" table, showing tasks completed, skipped, and success percentage.

Notes tab in analysis: Users can now take notes directly in the Analysis section for Task Results, Click Maps, Paths, and Questionnaires.

Smarter data exports📊

This release makes it easier for users to analyze data faster with flexible export options and an improved format for questionnaire and survey downloads. Find out more about the updates below.

  • Additional download export options: Access new download questionnaire data options. Choose to download questionnaire data by pre-study, post-study, and screening questions.

  • Organized question tabs: Navigate your data more easily with each question exported to its own tab in the download spreadsheet. Each question tab will mirror the question and answer format/structure found under the Questionnaire section.

  • Dedicated screening question tab: Review screener questions - now separated in a dedicated tab - with the added option to exclude them from your export.

  • Added index numbers for survey analysis: An index number column (e.g. 1, 2, 3) has been added next to the labels for radio, Likert, and checkbox question types in the "Participant data" download for easier analysis. A new tab has been added to display answer indices for fixed set questions (e.g., radio, checkbox, multi-select), while matrix questions will still export with their values.

To get started, navigate to the Downloads tab under Results. Results Downloads are available for all tools except for Qualitative Insights.

What’s coming next?

Introducing the shiny new Qualitative Insights tool (the artist formally known as Reframer)✨

We’re just days away from the re-launch of our Qualitative Insights tool, previously known as Reframer. This upgrade brings powerful new features to streamline and enhance your qualitative data analysis, making it faster, easier, and more insightful than ever.

With the new Insights feature, you can capture and organize key takeaways from studies more efficiently. Each Insight — which includes a title, description, and linked observations — will live under the new Insights tab, allowing you to quickly gather and manage critical findings. You can create Insights directly from your observations or leverage AI to accelerate insight discovery, surfacing hidden themes within your data.

AI-Driven Insights with full control: You and your organization retain complete control over AI usage. All AI-generated results are fully editable, giving you the flexibility to adjust or even turn off AI support for your studies. Use AI as much or as little as needed, with peace of mind over your data management.

Surveys 2.0 🌟

Enhanced usability
Our survey relaunch focuses on significantly improving usability, making creating, editing, and launching surveys easier than ever. Key releases coming late 2024 include:

  • Simplified setup: Manage your entire survey flow - welcome, screening, pre-study, study questions, and thank you - on one page.

  • Question grouping: Create and manage question groups for better organization.

  • Question mobility: Move individual questions or groups within a study effortlessly.

  • Flexible question placement: Add questions at any point in the survey flow.

  • Question cloning: Easily duplicate questions to save time.

Video Insights: Coming end of 2024 🎬

By the end of the year, we’ll be adding Video Recording to our Prototype Testing tool. This new feature will allow you to better understand user experiences, and gain even deeper insights during a Prototype test. Video recording will be browser-based, with no plug-in required, eliminating setup complexities. Participant consent to record screen, face and voice is all taken care of by Optimal and captured upfront in the testing process. 

Help shape what comes next 🫵

Join our research panel and influence Optimal's future! You'll get early access to new features and thank-you gifts for your time. Interested? 

Email product@optimalworkshop.com

Publishing date
October 31, 2024
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The Power of Prototype Testing Live Training

If you missed our recent live training on Prototype Testing, don’t worry—we’ve got everything you need right here! You can catch up at your convenience, so grab a cup of tea, put your feet up, and enjoy the show.

In the session, we explored the powerful new features of our Prototype Testing tool, offering a step-by-step guide to setting up, running, and analyzing your tests like a seasoned pro. This tool is a game-changer for your design workflow, helping you identify usability issues and gather real user feedback before committing significant resources to development.


Here’s a quick recap of the highlights:

1. Creating a prototype test from scratch using images

We walked through how to create a prototype test from scratch using static images. This method is perfect for early-stage design concepts, where you want to quickly test user flows without a fully interactive prototype.

2. Preparing your Figma prototype for testing

Figma users, we’ve got you covered! We discussed how to prepare your Figma prototype for the smoothest possible testing experience. From setting up interactions to ensuring proper navigation, these tips ensure participants have an intuitive experience during the test. For more detailed instructions, check out our help article 

3. Seamless Figma prototype imports

One of the standout features of the tool is its seamless integration with Figma. We showed how easy it is to import your designs directly from Figma into Optimal, streamlining the setup process. You can bring your working files straight in, and resync when you need to with one click of a button.

4. Understanding usability metrics and analyzing results

We explored how to analyze the usability metrics, and walked through what the results can indicate on click maps and paths. These visual tools allow you to see exactly how participants navigate your design, making it easier to spot pain points, dead ends, or areas of friction. By understanding user behavior, you can rapidly iterate and refine your prototypes for optimal user experience.

Seeing is believing

Dive into our platform, explore our tools, and discover how easy it can be to conduct effective UX research.