From Design to Decision: Unlock Deeper Insights with Video Recording for Prototype Testing

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:

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What’s new at Optimal? 

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Prototype Testing gets more powerful ⚡

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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:

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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.

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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.

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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.

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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.

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

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Smarter data exports📊

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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.

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

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• 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.

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

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• 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.

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

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What’s coming next?

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

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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.

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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.

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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.

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Surveys 2.0 🌟

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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:

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

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

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

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

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• Question cloning: Easily duplicate questions to save time.

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Video Insights: Coming end of 2024 🎬

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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. 

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Help shape what comes next 🫵

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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

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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)!

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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.

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With those benefits in mind, let's dive into how prototype testing can help you deliver user-centered designs efficiently and effectively. 

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Common Use Cases for Prototype Testing
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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.

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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.

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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.
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• Task-based scenarios: Observe how users complete tasks like purchasing a product or updating account settings and set correction paths and destinations.
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• 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.
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• 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.
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• 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.
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• 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.

At Optimal, we know the reality of user research: you've just wrapped up a fantastic interview session, your head is buzzing with insights, and then... you're staring at hours of video footage that somehow needs to become actionable recommendations for your team.

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User interviews and usability sessions are treasure troves of insight, but the reality is reviewing hours of raw footage can be time-consuming, tedious, and easy to overlook important details. Too often, valuable user stories never make it past the recording stage.

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That's why we’re excited to announce the launch of Interviews, a brand-new tool that saves you time with AI and automation, turns real user moments into actionable recommendations, and provides the evidence you need to shape decisions, bring stakeholders on board, and inspire action.

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Interviews, Reimagined

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We surveyed more than 100 researchers, designers, and product managers, conducted discovery interviews, tested prototypes, and ran feedback sessions to help guide the discovery and development of Optimal Interviews.

The result? What once took hours of video review now takes minutes. With Interviews, you get:

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• Instant clarity: Upload your interviews and let AI automatically surface key themes, pain points, opportunities, and other key insights.
  
• Deeper exploration: Ask follow-up questions and anything with AI chat. Every insight comes with supporting video evidence, so you can back up recommendations with real user feedback.
  
• Automatic highlight reels: Generate clips and compilations that spotlight the takeaways that matter.
  
• Real user voices: Turn insight into impact with user feedback clips and videos. Share insights and download clips to drive product and stakeholder decisions.

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Groundbreaking AI at Your Service

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This tool is powered by AI designed for researchers, product owners, and designers. This isn’t just transcription or summarization, it’s intelligence tailored to surface the insights that matter most. It’s like having a personal AI research assistant, accelerating analysis and automating your workflow without compromising quality. No more endless footage scrolling.

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The AI used for Interviews as well as all other AI with Optimal is backed by AWS Amazon Bedrock, ensuring that your AI insights are supported with industry-leading protection and compliance.

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Evolving Optimal Interviews

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A big thank you to our early access users! Your feedback helped us focus on making Optimal Interviews even better. Here's what's new:

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• Speed and easy access to insights: More video clips, instant download, and bookmark options to make sharing findings faster than ever.
• Privacy: Disable video playback while still extracting insights from transcripts and get PII redaction for English audio alongside transcripts and insights.
• Trust: Our enhanced, best-in-class AI chat experience lets teams explore patterns and themes confidently.
• Expanded study capability: You can now upload up to 20 videos per Interviews study.

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What’s Next: The Future of Moderated Interviews in Optimal

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This new tool is just the beginning. Our vision is to help you manage the entire moderated interview process inside Optimal, from recruitment to scheduling to analysis and sharing.

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Here’s what’s coming:

• View your scheduled sessions directly within Optimal. Link up with your own calendar.
  
• Connect seamlessly with Zoom, Google Meet, or Teams.‍‍
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Imagine running your full end-to-end interview workflow, all in one platform. That’s where we’re heading, and Interviews is our first step.
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Ready to Explore?

Interviews is available now for our latest Optimal plans with study limits. Start transforming your footage into minutes of clarity and bring your users’ voices to the center of every decision. We can’t wait to see what you uncover.

‍Get started with Interviews.‍