October 15, 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.

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Transforming digital experiences: Optimal Workshop's radical refresh

At Optimal Workshop, we've always prided ourselves on being pioneers in the field of UX research tools. Since our inception, we've been the go-to platform for UX researchers and designers looking to conduct card sorting, tree testing, and other critical user research activities. Our tools have helped shape the digital experiences of some of the world's leading companies.

The digital landscape is ever-changing, and with it, the needs of the professionals who create and optimize digital experiences. As we've grown and evolved alongside the industry, we've recognized the need to expand our reach and refine our value proposition to better serve not just UX researchers, but all professionals involved in delivering exceptional digital experiences.

That's why we're excited to announce a significant brand refresh and value pivot for Optimal Workshop. This evolution isn't just about a new coat of paint – it's a fundamental shift in how we position ourselves and the value we provide to our users and the broader digital experience community.

Why fix it if it ain’t broke? 💔🔨

Expanding Our User Base

While we've built a strong reputation among UX researchers, we've recognized that there's a broader audience of professionals who benefit from our tools and expertise. Product managers, marketers, customer experience specialists, and others involved in shaping digital experiences often lack access to professional-grade user research tools or the knowledge to effectively implement them.

Our brand refresh aims to make Optimal Workshop more accessible and relevant to this wider circle of professionals, without losing the deep respect we've earned from UX experts.

Adapting to market changes

The UX research landscape has evolved significantly since we first entered the market. With the proliferation of prototyping tools and the increasing speed of digital product development, there's been a shift away from extensive upfront research. However, we firmly believe that incorporating the voice of the customer throughout the development process is more critical than ever.

Our pivot allows us to emphasize the importance of integrating user research and insights at various stages of the digital experience lifecycle, not just during initial design phases.

Leveraging our expertise

As pioneers in the field, we have accumulated a wealth of knowledge about best practices in UX research and digital experience optimization. Our brand refresh positions us not just as a tool provider, but as a trusted partner and thought leader in the industry. We're doubling down on our commitment to sharing knowledge, standardizing best practices, and elevating the work of exceptional practitioners in the field.

Meeting evolving business needs through effective UX

The UX industry is evolving rapidly, with increasing investment and a diverse range of roles getting involved. From junior designers leveraging AI to seasoned researchers with deep expertise, the landscape is rich with talent and tools. However, the true value lies in how effectively these resources translate into business outcomes.

Optimal Workshop recognizes that exceptional digital experiences are no longer just nice-to-have – they're critical for engagement, conversion, and overall business success. Our tools bridge the gap between UX insights and tangible ROI by:

  • Democratizing research: Enabling teams across experience levels to gather valuable user data quickly and efficiently.
  • Accelerating decision-making: Providing fast, actionable insights that reduce design iterations and time-to-market.
  • Enhancing team effectiveness: Facilitating collaboration and knowledge sharing between junior and senior team members.
  • Driving business value: Directly linking UX improvements to key performance indicators and bottom-line results.

In a landscape where basic UX practices are becoming table stakes, Optimal Workshop empowers organizations to go beyond the basics. We help teams leverage the full spectrum of UX expertise – from AI-assisted analysis to seasoned human insight – to create digital experiences that truly set businesses apart and deliver measurable returns on UX investment.

What's changing at Optimal Workshop 🐛🦋

1. Best-in-class research & insights platform

While our core tools remain a critical part of our offering, we're broadening our focus to position Optimal Workshop as a best-in-class research & insights platform for digital experience professionals. This means developing new tools, workflows, and integrations that cater to a wider range of use cases and user types.

2. Accessibility without compromise

We're committed to making our professional-grade tools more accessible to a broader audience without sacrificing the depth and rigor that our expert users expect. This means developing new onboarding experiences, creating more intuitive interfaces, and providing educational resources to help users at all levels get the most out of our platform.

3. Championing best practices

As part of our evolution, we're placing a greater emphasis on identifying, sharing, and standardizing best practices in digital experience research and optimization. Through case studies, partnerships with industry leaders, and our own thought leadership content, we aim to elevate the entire field of digital experience design.

4. Fostering a community of excellence

We're doubling down on our commitment to building and nurturing a community of digital experience professionals. This includes expanding our educational offerings, hosting more events and webinars, and creating opportunities for our users to connect and learn from each other. 

5. Emphasizing outcomes and ROI

We're aligning our messaging and product development with the real-world impact our users are seeking. That’s why the new names for our tools emphasize what each tool helps you achieve, rather than the technical methodology behind it. This outcome-focused approach helps users quickly identify which tool is right for their specific needs.

How our evolution benefits you 🚀

For our long-time users, rest assured that the tools and features you know and love aren't going anywhere, but their names are changing to plain English terms to be more approachable for professionals who may not have a background in UX research. In fact, our UXR platform is only going to get better as we invest in improvements and new capabilities. You'll also benefit from an expanded community of practitioners and a wealth of new resources to help you continue to grow and excel in your field.

For professionals who may be new to Optimal Workshop or to formalized user research in general, our refresh means it's easier than ever to get started with professional-grade tools and methodologies. We're here to support you at every step, from your first card sort to building a comprehensive, data-driven approach to optimizing digital experiences.

Join us in shaping tomorrow's digital experiences 🌟

This brand refresh and value pivot mark an exciting new chapter for Optimal Workshop. We're committed to continuing our tradition of excellence while expanding our reach and impact in the world of digital experiences.

As we move forward, we'll be rolling out new features, resources, and initiatives that align with our refreshed brand and value proposition. We're excited to partner with our users – both new and long-standing – to push the boundaries of what's possible in creating truly exceptional digital experiences.

Thank you for being part of the Optimal Workshop community. Whether you're a UX research veteran or just starting your journey in optimizing digital experiences, we're here to support you with the best tools, knowledge, and community in the industry. Together, we can shape the future of digital experiences and make the online world more intuitive, efficient, and enjoyable for everyone.

Onwards and upwards,

Alex Burke, CEO Optimal Workshop

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1 min read

Understanding a museum’s digital audience

Ahead of her talk at UX New Zealand 2016, Lana Gibson from Lanalytics writes about a project she worked on with Te Papa.Te Papa (a museum in Wellington, New Zealand) created audience personas based on user research, and I used these as a basis to create audience segments in Google Analytics to give us further insight into different groups. By regularly engaging with our audience using both qualitative and quantitative user insight methods, we’re starting to build up a three-dimensional picture of their needs and how Te Papa can serve them.

Personas based on user research

At Te Papa the digital team created six audience personas to inform their site redesign, based on user research:

  • enthusiast
  • tourist
  • social
  • educator
  • volunteer
  • Wellingtonian

These formed a good basis for understanding why people are using the site. For example the educator persona wants fodder for lesson plans for her class — trustworthy, subject-based resources that will excite her students. The tourist persona wants practical information — what’s on, how to plan a visit. And they want to get this information quickly and get on with their visit.We’ll follow the tourist persona through a couple more rounds of user research, to give an example of what you can find out by segmenting your audience.

Interpreting tourist needs with data

Te Papa holds information for the Tourist audience in the Visit and What’s on sections of the site. I created a segment in Google Analytics which filters the reports to show how people who visit pages within these two sections interact with the whole site. For example the keywords they search for in Google before arriving on Te Papa, what they search for when on the site, and how many of them email us.Deeper digging revealed that the Tourist audience makes up about half of our overall audience. Because the content is useful to everyone wanting to visit the museum, and not just tourists, we broadened the scope of this persona and called the segment ‘Museum visitor’.

Why segment by site category — what if the audience goes beyond these pages?

Google Analytics segments allow you to see all the pages that a particular audience visits, not just the ones you’ve filtered. For example over 2,000 people who visited a page within the Visit and What’s on sections also visited the Kids and families section in July 2016. So, the audience segment allows us to expand our concept of our audiences.You can segment by a lot of different behaviors. For example you could segment visitors by keyword, isolating people who come to the site from Google after searching for ‘parking’ and ‘opening hours’ and seeing what they do afterwards. But segmenting by site category tests the information architecture of your site, which can be very useful if you’ve got it wrong!

Visit persona wants opening hours information

What did we learn from these personas? One example is that the most searched term on the site for the Visit persona was ‘opening hours’. To help fix this, the team put the opening hours on every page of the redesigned site:

Portion of the site showing the opening times for Te Papa

This resulted in a 90% drop in searches that include ‘hours’ (May 2016 compared with May 2015):

Analytics showing a drop in searches for opening hours

Developing personas with Matariki

After the re-design the team ran a project to increase the reach and engagement of the Te Papa Matariki audience. You can read more about this in "Using data to help people celebrate Matariki". Te Papa holds Matariki events in the museum, such as the Kaumātua kapa haka, and this event in particular enhanced and challenged our ideas about this audience.

Experiencing Kaumātua kapa haka performances online

The Kaumātua kapa haka is the biggest Matariki event held at Te Papa, and this year we had 4,000 unique page views to the two Kaumātua kapa haka event pages. Traffic spiked over the event weekend, particularly from Facebook and mobile devices. We assumed the traffic was from people who were planning to come to the event, as they sit in the What’s on section. But further analysis indicates that people were visiting for the live streaming of the event — we included embedded Youtube videos on these pages.The popularity of the videos suggests that we’re taking events held within the museum walls out to people on the move, or in the comfort of their own homes. Based on this insight we’re looking into live streaming more events.

We’ve taken Te Papa personas through three iterations, based on user research, analytics, then a practical application of these to the Matariki festival. Each user research method has limitations, but by regularly using qualitative and quantitative methods we’re engaging with a  three dimensional view of our audience that’s constantly evolving. Each user research piece builds that view, and allows us to plan projects and site changes with greater clarity about what our users need. It means we can plan projects that will have real and measurable impact, and allow people to engage with Te Papa in useful and meaningful ways.

Want to hear more? Come to UX New Zealand!

If you'd like to hear more about how Lana and Ruth redesigned the Te Papa website, plus a bunch of other cool UX-related talks, head along to UX New Zealand 2016 hosted by Optimal Workshop. The conference runs from 12-14 October, 2016, including a day of fantastic workshops, and you can get your tickets here. Got some questions you'd like to ask Lana before the conference? You can Tweet her on @lanalytics00!

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1 min read

Making a difference: ideas from UX New Zealand 2022

Making a difference through UX was a shared passion among an impressive line-up of 7 researchers, strategists, and designers from the global UX community at this year’s 100% virtual 3-day UX New Zealand conference.

1. From bombs to bots: the evolving landscape of frontline research

These days Darya Pilram, Senior Researcher at Twitter, spends her days trying to understand the motivation and techniques of groups who ‘hire’ technology to spread harmful narratives.  The desert of Mogadishu and the urban conflicts of South Africa are just some of the unlikely places she’s leveraged the power of frontline research to create change.

"I realized the only way to influence change was by bringing folks along with me - and so I did.  I bought them right into the field with me."

2. Beautifully accessible: why embracing inclusive design shouldn’t hold back your creativity

Experience Designer Beth McPhail refuses to buy into the mindset that ‘accessibility is a creativity killer’. She challenges her peers to view accessibility as an opportunity to grow creatively while making technology more inclusive.

“Accessibility is making it possible for someone to attend the party…and lose themselves in the music.”

3. Innovating within the Justice sector | Part 2: For a fairer start - design’s role in shaping mana enhancing social & systemic change.

Kelsey Gee is back challenging designers across all levels to think differently about how design can be used across different mediums and constraints to generate meaningful experiences and meaningful change.  In this session, she explores design’s role in creating empowering experiences that break both cycles of crime and institutional racism. (If you missed Part 1 from Mini Con head over here)

"I truly believe that our superpower lies in our ability to redesign society, especially for our whanau and our most vulnerable communities…and once again explore design’s role in creating equal opportunities across safe, seamless, and healing public services."

4. First do no harm: make your designs more trauma-informed and survivor sensitive

In 1985, a researcher botched an interview question which led to a new understanding of trauma and its long-term effects. It grew awareness of the need to be trauma-informed in your work but what’s it actually mean?  UX Researcher Melissa Eggleston explores what it means to be trauma-informed and shares practical advice on how to achieve it.

"Trauma is everywhere and something for us to think about…regardless of whether we’re working with people we know are dealing with traumatic events…it’s really all over the place."

5. Changing the way we design high-risk products to make meaningful impact

One in five people experiences “mental illness or significant mental distress” in New Zealand.  It’s a problem the Government knows needs to be addressed but how? In her powerful presentation, Rachael Reeves reveals what’s involved in balancing the complexities of Government with the need to rethink the way we design health products.

"Be warned you can’t please everyone and it can be tough to keep product vision aligned when you’re talking about serious consequences for people."

6. Remote research with new internet users (yes you can!)

One billion new internet users (NIU) will come online for the first time over the next 5 years. These NIU's are using their first smartphones, with most of their online activities focused on communication, maintaining social connections, and entertainment. Tiane Lee, UX Research Lead at Google outlines the challenges and considerations behind adapting research for varying levels of digital literacy, including practical ideas for planning and conducting remote research with NIU.

"NIU’s are typically less digitally literate, they may show lower confidence in digital capability, and they may perceive lower value of the internet for things like chatting and entertainment.”

7. Conditions Design: weaving the invisible threads of service design, value orchestration, and culture building  

Michael Tam introduces us to the niche field of conditions design and cites a purpose built high diving board on Wellington city’s busy waterfront in New Zealand as a good example of conditions design.  Find out why in this fascinating talk.

"What really impressed me here…hats off to the council because they didn’t design an experience that would discourage people from doing it. It’s designed for people to have fun (vs Hong Kong where public spaces are designed for Tai Chi not fun like this). The design allows it to happen by influencing human behavior to stay safe but encouraging fun and exploration.”

For a taste of what even more speakers from UX New Zealand 2022 had to share, head over to our highlights reel

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