October 15, 2024
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The Power of Prototype Testing Live Training

Header graphic for the article '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.
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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:

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1. Creating a prototype test from scratch using images

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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.

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2. Preparing your Figma prototype for testing

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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 

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3. Seamless Figma prototype imports

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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.

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4. Understanding usability metrics and analyzing results

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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.

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Sarah
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Quantifying the value of User Research in 2024 

Think your company is truly user-centric? Think again. Our groundbreaking report on UX Research (UXR) in 2024 shatters common assumptions about our industry.

We've uncovered a startling gap between what companies say about user-centricity and what they actually do. Prepare to have your perceptions challenged as we reveal the true state of UXR integration and its untapped potential in today's business landscape.

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The startling statistics

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Here's a striking finding: only 16% of organizations have fully embedded UXR into their processes and culture. This disconnect between intention and implementation underscores the challenges in demonstrating and maximizing the true value of user research.

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What's inside the white paper

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In this comprehensive white paper, we explore:

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  • How companies use and value UX research
  • Why it's hard to show how UX research helps businesses
  • Why having UX champions in the company matters
  • New ways to measure and show the worth of UX research
  • How to share UX findings with different people in the company
  • New trends changing how people see and use UX research

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Stats sneak peek

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- Only 16% of organizations have fully embedded UX Research (UXR) into their processes and culture. This highlights a significant gap between the perceived importance of user-centricity and its actual implementation in businesses.

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- 56% of organizations aren't measuring the impact of UXR at all. This lack of measurement makes it difficult for UX researchers to demonstrate the value of their work to stakeholders.

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- 68% of respondents believe that AI will have the greatest impact on the analysis and synthesis phase of UX research projects. This suggests that while AI is expected to play a significant role in UXR, it's seen more as a tool to augment human skills rather than replace researchers entirely.

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The UX research crossroads

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As our field evolves with AI, automation, and democratized research, we face a critical juncture: how do we articulate and amplify the value of UXR in this rapidly changing landscape? We’d love to know what you think! So DM us in socials and let us know what you’re doing to bridge the gap.

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Are you ready to unlock the full potential of UXR in your organization?

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Download our white paper for invaluable insights and actionable strategies that will help you showcase and maximize the value of user research. In an era of digital transformation, understanding and leveraging UXR's true worth has never been more crucial.

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Download the white paper

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What's next?

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Keep an eye out for our upcoming blog series, where we'll delve deeper into key findings and strategies from the report. Together, we'll navigate the evolving UX landscape and elevate the value of user insights in driving business success and exceptional user experiences.

Header graphic for the article 'Welcome to our latest addition: Prototype testing 🐣'
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Welcome to our latest addition: Prototype testing 🐣

Today, we’re thrilled to announce the arrival of the latest member of the Optimal family:  Prototype Testing! This exciting and much-requested new tool allows you to test designs early and often with users to gather fast insights, and make confident design decisions to create more intuitive and user-friendly digital experiences. 

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Optimal gives you tools you need to easily build a prototype to test using images and screens and creating clickable areas, or you can import a prototype from Figma and get testing. The first iteration of prototype testing is an open beta, and we’ll be working closely with our customers and community to gather feedback and ideas for further improvements in the months to come.

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When to use prototype testing 

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Prototype testing is a great way to validate design ideas, identify usability issues, and gather feedback from users before investing too heavily in the development of products, websites, and apps. To further inform your insights, it’s a good idea to include sentiment questions or rating scales alongside your tasks.

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Early in the design process: Test initial ideas and concepts to gauge user reactions and feelings about your conceptual solutions. 

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Iterative design phases: Continuously test and refine prototypes as you make changes and improvements to the designs. 

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Before major milestones: Validate designs before key project stages, such as stakeholder reviews or final approvals.

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Usability Testing: Conduct summative research to assess a design's overall performance and gauge real user feedback to guide future design decisions and enhancements.

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How it works 🧑🏽‍💻

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No existing prototype? No problem. We've made it easy to create one right within Optimal. Here's how:

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  1. Import your visuals

Start by uploading a series of screenshots or images that represent your design flow. These will form the backbone of your prototype.

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  1. Create interactive elements

Once your visuals are in place, it's time to bring them to life. Use our intuitive interface to designate clickable areas on each screen. These will act as navigation points for your test participants.

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  1. Set up the flow

Connect your screens in a logical sequence, mirroring the user journey you want to test. This creates a seamless, interactive experience for your participants.

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  1. Preview and refine

Before launching your study, take a moment to walk through your prototype. Ensure all clickable areas work as intended and the flow feels natural.

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The result? A fully functional prototype that looks and feels like a real digital product. Your test participants will be able to navigate through it just as they would a live website or app, providing you with authentic, actionable insights.

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By empowering you to build prototypes from scratch, we're removing barriers to early-stage testing. This means you can validate ideas faster, iterate with confidence, and ultimately deliver better digital experiences.

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Or…import your prototypes directly from Figma 

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There’s a bit of housekeeping you’ll need to do in Figma in order to provide your participants with the best testing experience and not impact loading times of the prototype. You can import a link to your Figma prototype into your study,  and it will carry across all the interactions you have set up. You’ll need to make sure your Figma presentation mode is made public in order to share the file with participants. If you make any updates to your Figma file, you can sync the changes in just one click. 

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Help Article: Find out more about how to set up your Figma file for testing

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How to create tasks 🧰

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When you set up your study, you’ll create tasks for participants to complete. 

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There are two different ways to build tasks in your prototype tests. You can set a correct destination by adding a start screen and a correct destination screen. That way, you can watch how participants navigate your design to find their way to the correct destination. Another option is to set a correct pathway and evaluate how participants navigate a product, app, or website based on the pathway sequence you set. You can add as many pathways or destinations as you like. 

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Adding post-task questions is a great way to help gather qualitative feedback on the user's experience, capturing their thoughts, feelings, and perceptions.

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Help Article: Find out how to analyze your results

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Prototype testing analysis and metrics 📊

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Prototype testing offers a variety of analysis options and metrics to evaluate the effectiveness and usability of your design.  By using these analysis options and metrics, you can get comprehensive insights into your prototype's performance, identify areas for improvement, and make informed design decisions:

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Task results 

The task results provide a deep analysis at a task level, including the success score, directness score, time taken, misclicks, and the breakdown of the task's success and failure. They provide great insight into the usability of your design to achieve a task. 

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  • Success score tells you the total percentage of participants who reached the correct destination or pathway that you defined for this task. It’s a good indicator of a prototype's usability. 
  • Directness score is the total completed results minus the ‘indirect’ results.
  • A path is ‘indirect’ when a participant backtracks, viewing the same page multiple times, or if they nominate the correct destination but don’t follow the correct pathway
  • Time taken is how long it took a participant to complete your task and can be a good indicator of how easy or difficult it was to complete. 
  • ‍Misclicks measure the total number of clicks made on areas of your prototype that weren’t clickable, clicks that didn’t result in a page change.

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Clickmaps

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Clickmaps provide an aggregate view of user interactions with prototypes, visualizing click patterns to reveal how users navigate and locate information. They display hits and misses on designated clickable areas, average task completion times, and heatmaps showing where users believed the next steps to be. Filters for first, second, and third page visits allow analysis of user behavior over time, including how they adapt when backtracking. This comprehensive data helps designers understand user navigation patterns and improve prototype usability.

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Participant paths 

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The Paths tab in Optimal provides a powerful visualization to understand and identify common navigation patterns and potential obstacles participants encounter while completing tasks. You can include thumbnails of your screens to enhance your analysis, making it easier to pinpoint where users may face difficulties or where common paths occured.

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Coming soon to prototyping 🔮

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Later this year, we’re running a closed beta for video recording with prototype testing. This feature captures behaviors and insights not evident in click data alone. The browser-based recording requires no plugins, simplifying setup. Consent for recording is obtained at the start of the testing process and can be customized to align with your organization's policies. This new feature will provide deeper insights into user experience and prototype usability.

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These enhancements to prototype testing offer a comprehensive toolkit for user experience analysis. By combining quantitative click data with qualitative video insights, designers and researchers can gain a more nuanced understanding of user behavior, leading to more informed decisions and improved product designs.

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Start prototype testing today

Header graphic for the article 'Product Roadmap Update'
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Product Roadmap Update

At Optimal Workshop, we're dedicated to building the best user research platform to empower you with the tools to better understand your customers and create intuitive digital experiences. We're thrilled to announce some game-changing updates and new products that are on the horizon to help elevate the way you gather insights and keep customers at the heart of everything you do. 

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What’s new…

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Integration with Figma 🚀

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Last month, we joined forces with design powerhouse Figma to launch our integration. You can import images from Figma into Chalkmark (our click-testing tool) in just a few clicks, streamlining your workflows and getting insights to make decisions based on data not hunches and opinions.  

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What’s coming next…

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Session Replays 🧑‍💻

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With session replay you can focus on other tasks while Optimal Workshop automatically captures card sort sessions for you to watch in your own time.  Gain valuable insights into how participants engage and interpret a card sort without the hassle of running moderated sessions. The first iteration of session replays captures the study interactions, and will not include audio or face recording, but this is something we are exploring for future iterations. Session replays will be available in tree testing and click-testing later in 2024.  

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Reframer Transcripts 🔍

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Say goodbye to juggling note-taking and hello to more efficient ways of working with Transcripts! We're continuing to add more capability to Reframer, our qualitative research tool, to now include the importing of interview transcripts. Save time, reduce human errors and oversights by importing transcripts, tagging and analyzing observations all within Reframer. We’re committed to build on transcripts with video and audio transcription capability in the future,  we’ll keep you in the loop and when to expect those releases. 

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Prototype testing 🧪

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The team is fizzing to be working on a new Prototype testing product designed to expand your research methods and help test prototypes easily from the Optimal Workshop platform. Testing prototypes early and often is an important step in the design process, saving you time and money before you invest too heavily in the build. We are working with customers and on delivering the first iteration of this exciting new product. Stay tuned for Prototypes coming in the second quarter of 2024.   

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Workspaces 🎉

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Making Optimal Workshop easier for large organizations to manage teams and collaborate more effectively on projects is a big focus for 2024. Workspaces are the first step towards empowering organizations to better manage multiple teams with projects. Projects will allow greater flexibility on who can see what, encouraging working in the open and collaboration alongside the ability to make projects private. The privacy feature is available on Enterprise plans.

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Questions upgrade❓

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Our survey product Questions is in for a glow up in 2024 💅. The team are enjoying working with customers, collecting and reviewing feedback on how to improve Questions and will be sharing more on this in the coming months. 

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Help us build a better Optimal Workshop

We are looking for new customers to join our research panel to help influence product development. From time to time, you’ll be invited to join us for interviews or surveys, and you’ll be rewarded for your time with a thank-you gift.  If you’d like to join the team, email product@optimalworkshop.com

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