Transforming digital experiences: Optimal Workshop's radical refresh

A year ago, we looked at the user research market and made a decision.

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We saw product teams shipping faster than ever while research tools stayed stuck in time. We saw researchers drowning in manual work, waiting on vendor emails, stitching together fragmented tools. We heard "should we test this?" followed by "never mind, we already shipped."

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The dominant platforms got comfortable. We didn't.

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Today, we're excited to announce Optimal 3.0, the result of refusing to accept the status quo and building the fresh alternative teams have been asking for.

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The Problem: Research Platforms Haven't Evolved

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The gap between product velocity and research velocity has never been wider. The situation isn't sustainable. And it's not the researcher's fault. The tools are the problem. They’re: 

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• Built for specialists only - Complex interfaces that gatekeep research from the rest of the team
• Fragmented ecosystems - Separate tools for recruitment, testing, and analysis that don't talk to each other
• Data in silos - Insights trapped study-by-study with no way to search across everything
• Zero integration - Platforms that force you to abandon your workflow instead of fitting into it

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These platforms haven't changed because they don't have to, so we set out to challenge them.

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Our Answer: A Complete Ecosystem for Research Velocity

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Optimal 3.0 isn't an incremental update to the old way of doing things. It's a fundamental rethinking of what a research platform should be.

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Research For All, Not Just Researchers.

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For 18 years, we've believed research should be accessible to everyone, not just specialists. Optimal 3.0 takes that principle further.

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Unlimited seats. Zero gatekeeping.

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Designers can validate concepts without waiting for research bandwidth. PMs can test assumptions without learning specialist tools. Marketers can gather feedback without procurement nightmares. Research shouldn't be rationed by licenses or complexity. It should be a shared capability across your entire team.

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A Complete Ecosystem in One Place.

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Stop stitching together point solutions.Optimal 3.0 gives you everything you need in one platform:

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Recruitment Built In Access millions of verified participants worldwide without the vendor tag. Target by demographics, behaviors, and custom screeners. Launch studies in minutes, not days. No endless email chains. No procurement delays.

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Learn more about Recruitment

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Testing That Adapts to You

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• Live Site Testing: Test any URL, your production site, staging, or competitors, without code or developer dependencies
• Prototype Testing: Connect Figma and go from design to insights in minutes
• Mobile Testing: Native screen recordings that capture the real user experience
• Enhanced Traditional Methods: Card sorting, tree testing, first-click tests, the methodologically sound foundations we built our reputation on

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Learn more about Live Site Testing

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AI-Powered Analysis (With Control) Interview analysis used to take weeks. We've reduced it to minutes.

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Our AI automatically identifies themes, surfaces key quotes, and generates summaries, while you maintain full control over the analysis.

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As one researcher told us: "What took me 4 weeks to manually analyze now took me 5 minutes."

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This isn't about replacing researcher judgment. It's about amplifying it. The AI handles the busywork, tagging, organizing, timestamping. You handle the strategic thinking and judgment calls. That's where your value actually lives.

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Learn more about Optimal Interviews

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Chat Across All Your Data Your research data is now conversational.

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Ask questions and get answers instantly, backed by actual video evidence from your studies. Query across multiple Interview studies at once. Share findings with stakeholders complete with supporting clips.

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Every insight comes with the receipts. Because stakeholders don't just need insights, they need proof.

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A Dashboard Built for Velocity See all your studies, all your data, in one place. Track progress across your entire team. Jump from question to insight in seconds. Research velocity starts with knowing what you have.

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Explore the new dashboard

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Integration Layer

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Optimal 3.0 fits your workflow. It doesn't dominate it. We integrate with the tools you already use, Figma, Slack, your existing tech stack, because research shouldn't force you to abandon how you work.

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What Didn't Change: Methodological Rigor

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Here's what we didn't do: abandon the foundations that made teams trust us.

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Card sorting, tree testing, first-click tests, surveys, the methodologically sound tools that Amazon, Google, Netflix, and HSBC have relied on for years are all still here. Better than ever.

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We didn't replace our roots. We built on them.

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18 years of research methodology, amplified by modern AI and unified in a complete ecosystem.

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Why This Matters Now

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Product development isn't slowing down. AI is accelerating everything. Competitors are moving faster. Customer expectations are higher than ever.

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Research can either be a bottleneck or an accelerator.

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The difference is having a platform that:

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• Makes research accessible to everyone (not just specialists)
• Provides a complete ecosystem (not fragmented point solutions)
• Amplifies judgment with AI (instead of replacing it)
• Integrates with workflows (instead of forcing new ones)
• Lets you search across all your data (not trapped in silos)

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Optimal 3.0 is built for research that arrives before the decision is made. Research that shapes products, not just documents them. Research that helps teams ship confidently because they asked users first.

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A Fresh Alternative

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We're not trying to be the biggest platform in the market.

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We're trying to be the best alternative to the clunky tools that have dominated for years.

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Amazon, Google, Netflix, Uber, Apple, Workday, they didn't choose us because we're the incumbent. They chose us because we make research accessible, fast, and actionable.

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"Overall, each release feels like the platform is getting better." — Lead Product Designer at Flo

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"The one research platform I keep coming back to." — G2 Review

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What's Next

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This launch represents our biggest transformation, but it's not the end. It's a new beginning.

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We're continuing to invest in:

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• AI capabilities that amplify (not replace) researcher judgment
• Platform integrations that fit your workflow
• Methodological innovations that maintain rigor while increasing speed
• Features that make research accessible to everyone

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Our goal is simple: make user research so fast and accessible that it becomes impossible not to include users in every decision.

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See What We've Built

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If you're evaluating research platforms and tired of the same old clunky tools, we'd love to show you the alternative.

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Book a demo or start a free trial

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The platform that turns "should we?" into "we did."

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Welcome to Optimal 3.0.

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Last week Optimal Workshop was delighted to sponsor UXDX USA 2024 in New York. The User Experience event brings together Product, Design, UX, CX, and Engineering professionals and our team had an amazing time meeting with customers, industry experts, and colleagues throughout the conference. This year, we also had the privilege of sharing some of our industry expertise by running an interactive forum on “Measuring the Value of UX Research” - a topic very close to our hearts.

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Our forum, hosted by Optimal Workshop CEO Alex Burke and Product Lead Ella Fielding, was focused on exploring the value of User Experience Research (UXR) from both an industry-wide perspective and within the diverse ecosystem of individual companies and teams conducting this type of research today.

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The session brought together a global mix of UX professionals for a rich discussion on measuring and demonstrating the effectiveness of and the challenges facing organizations who are trying to tie UXR to tangible business value today.

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The main topics for the discuss were: 

• Metrics that Matter: How do you measure UXR's impact on sales, customer satisfaction, and design influence?
• Challenges & Strategies: What are the roadblocks to measuring UXR impact, and how can we overcome them?
• Beyond ROI:  UXR's value beyond just financial metrics

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Some of the key takeaways from our discussions during the session were: 

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1. The current state of UX maturity and value
   • Many UX teams don’t measure the impact of UXR on core business metrics and there were more attendees who are not measuring the impact of their work than those that are measuring it. 
   • Alex & Ella discussed with the attendees the current state of UX research maturity and the ability to prove value across different organizations represented in the room. Most organizations were still early in their UX research maturity with only 5% considering themselves advanced in having research culturally embedded.

2. Defining and proving the value of UX research
   • The industry doesn’t have clear alignment or understanding of what good measurement looks like. Many teams don’t know how to accurately measure UXR impact or don’t have the tools or platforms to measure it, which serve as core roadblocks for measuring UXRs’ impact. 
   • Alex and Ella discussed challenges in defining and proving the value of UX research, with common values being getting closer to customers, innovating faster, de-risking product decisions, and saving time and money. However, the value of research is hard to quantify compared to other product metrics like lines of code or features shipped.

3. Measuring and advocating for UX research
   • When teams are measuring UXR today there is a strong bias for customer feedback, but little ability or understanding about how to measure impact on business metrics like revenue. 
   • The most commonly used metrics for measuring UXR are quantitative and qualitative feedback from customers as opposed to internal metrics like stakeholder involvement or tieing UXR to business performance metrics (including financial performance). 
   • Attendees felt that in organizations where research is more embedded, researchers spend significant time advocating for research and proving its value to stakeholders rather than just conducting studies. This included tactics like research repositories and pointing to past study impacts as well as ongoing battles to shape decision making processes. 
   • One of our attendees highlighted that engaging stakeholders in the process of defining key research metrics prior to running research was a key for them in proving value internally. 

4. Relating user research to financial impact
   • Alex and Ella asked the audience if anyone had examples of demonstrating financial impact of research to justify investment in the team and we got some excellent examples from the audience proving that there are tangible ways to tie research outcomes to core business metrics including:
   • Calculating time savings for employees from internal tools as a financial impact metric. 
   • Measuring a reduction in calls to service desks as a way to quantify financial savings from research.

5. Most attendees recognise the value in embedding UXR more deeply in all levels of their organization - but feel like they’re not succeeding at this today. 
   • Most attendees feel that UXR is not fully embedded in their orgnaization or culture, but that if it was - they would be more successful in proving its overall value.
   • Stakeholder buy-in and engagement with UXR, particularly from senior leadership varied enormously across organizations, and wasn’t regularly measured as an indicator of UXR value 
   • In organizations where research was more successfully embedded, researchers had to spend significant time and effort building relationships with internal stakeholders before and after running studies. This took time and effort away from actual research, but ended up making the research more valuable to the business in the long run. 

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With the large range of UX maturity and the democratization of research across teams, we know there’s a lot of opportunity for our customers to improve their ability to tie their user research to tangible business outcomes and embed UX more deeply in all levels of their organizations. To help fill this gap, Optimal Workshop is currently running a large research project on Measuring the Value of UX which will be released in a few weeks.
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Keep up to date with the latest news and events by following us on LinkedIn.

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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