Optimal Blog

Big things are happening in 2024! 🎉

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We’re undergoing a huge transformation in 2024 to deliver more value for our customers with exciting new products like prototype testing, features like video recording, upgrading our survey tool, introducing AI, and improving how we support large organizations and multiple teams managing their accounts. These new products and features mean we need to update our pricing plans to continue innovating and providing top-tier UX research tools for our customers now and in the future.

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Say hello to our new pricing plans  👋🏽

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Starting July 22, 2024, we’ll be introducing new plans—Individual and Individual+—and updating our Team and Enterprise plans. We’ve reduced the price to join Optimal from $249 a month on the Pro plan to $129 on the new Individual plan. This reduction will help make our tools more accessible for people to do research and includes two months free on the individual annual plan, too.

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We’ll be discontinuing some of our current plans, including Starter, Pro, and Pay per Study, and letting customers know about the changes that will affect their account via email and in information on the plans page in the app.

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Prototype testing is just around the corner 🛣️ 🥳

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The newest edition to the Optimal platform  is  days away, and will be available to use on the Individual+, Team and Enterprise plans from early August.  Prototype testing will allow you to quickly test designs with users throughout the design process, to help inform decisions so you can build on with confidence.  You’ll be able to build your own prototype from scratch using images or screenshots or import a prototype directly from Figma. Keep an eye out in app for this new exciting addition.

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Every month we have fun and informative “bite sized” presentations to add some inspiration to your lunch break. These virtual events allow us to partner with amazing speakers, community groups and organizations to share their insights and hot takes on a variety of topics impacting our industry.

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Susanna Carman

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Speaker Bio 🎤

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Susanna Carman is a Strategic Designer and research practitioner who helps people solve complex problems involving services, systems, and human interactions. Specializing in design, leadership, and learning, Susanna brings a high-value toolkit and herself as a Thinking Partner to design leadership and change practitioners who are tasked with delivering sustainable solutions amidst disruptive conditions. 

Susanna holds a Master of Design Futures degree from RMIT University. She has over a decade of experience delivering business performance, cultural alignment, and leadership development outcomes to the education, health, community development, and financial services sectors. She is also the founder and host of Transition Leadership Lab, a nine-week learning lab for design, leadership, and change practitioners who already have a sophisticated set of tools and mindsets but still feel these are insufficient to meet the challenge of leading change in a rapidly transforming world.

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Grab your lunch, invite your colleagues and we hope to see you at our next Lunch n’ Learn! 🥪

Have you ever used a self-service checkout at the supermarket, or scanned your own bags onto the belt at the airport? As much as these interactions seek to follow the same principles we apply to web and mobile interactions, often there comes a point where we need to improvise and come up with novel ways to apply what we know in a new context.

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In this talk, we’ll explore what happens when the things we take for granted as digital designers go out the window and how you can adapt your design to the different needs of ‘phygital’ interactions.

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Every month we have fun and informative “bite sized” presentations to add some inspiration to your lunch break. These virtual events allow us to partner with amazing speakers, community groups and organizations to share their insights and hot takes on a variety of topics impacting our industry.

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Caitlin Pilcher and Ben McCarthy

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Speaker Bios 🎤

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Caitlin Pilcher is a digital experience designer driven by the belief people have a critical role to play in tackling the challenges we face today and building the world we want to see tomorrow. Her background in industrial and digital design has allowed her to investigate how people interact with both physical and digital environments, developing a keen interest in how we can design the space in between. Her work seeks to deeply understand and has focused on exploring complex problems with a sense of curiosity to create simple, human-centred solutions that work towards bringing exciting possible futures to life.

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Ben McCarthy is driven to create incredibly positive outcomes for both people and the planet and speed up the inevitable transition to a low carbon future. Ben unpacks the complexity of human-centred systems to aid others in achieving this, looking for key interactions we have with each other, our services, and our institutions to unlock our ability to make the most meaningful change. Ben is unafraid of using novel and proven methods to tackle the most significant societal and environmental challenges we face today.

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Grab your lunch, invite your colleagues and we hope to see you at our next Lunch n’ Learn! 🥪

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.

Every month we have fun and informative “bite sized” presentations to add some inspiration to your lunch break.  These virtual events allow us to partner with amazing speakers, community groups and organizations to share their insights and hot takes on a variety of topics impacting our industry. 

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Join us at the end of every month for Lunch n' Learn. 🌯

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Torrey Podmajersky

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A lot goes into good content design (AKA UX writing), but what exactly is that "lot" made up of? Torrey Podmajersky tackled the question with research: What are the skills content designers use in their roles? Torrey's research uncovered 94 skills, and her open survey gathered results from every economic region of the globe, surveying more than 800 people in its first month. The insights into the core skills of content design, combined with the impacts that can be made with those skills, are helping designers make better products by investing in the right efforts.

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Speaker Bio 🎤

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Torrey Podmajersky is the president of Catbird Content and author of the bestselling book Strategic Writing for UX. Torrey helps teams solve business and customer problems using UX and content. She has consulted on and created inclusive and accessible consumer and professional experiences for Fortune 500s and startup clients in consumer, B2B, and enterprise software spaces, including Google, OfferUp, and Microsoft.

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Grab your lunch, invite your colleagues and we hope to see you at our next Lunch n’ Learn! 🥪

The accuracy of your data collection is crucial in qualitative research. It is vital that nothing is lost in translation or simply missed from the point of collection to analysis, and our latest release makes this even easier to achieve. You can now directly import interview transcripts into Qualitative Insights (previously known as Reframer), allowing you and your team to capture and tag observations effortlessly while maintaining the integrity of the information. Get ready to experience a new level of efficiency in your qualitative research!

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The importance of transcription ✍🏽

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Whether you are conducting interviews alone or with the support of your team, it’s important to prioritize building connections with participants rather than struggling to take notes and ask the right questions. Transcripts ensure you avoid losing crucial insights and context as you move from data collection to analysis and reduce the likelihood of human errors and missed observations that sometimes occur during live note-taking sessions. 

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It also enables smooth collaboration among team members by allowing them to review interviews and contribute to the analysis, even if they weren't present.

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How to import a transcript to Qualitative Insights

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Watch the video 📽️ 👀

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You can add a transcript to a new or existing study in Qualitative Insights with just a few clicks. After recording an interview or user testing session, open your Qualitative Insights study and click ‘Sessions’ then ‘+ Transcript.’

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Add a session title, any session information or a link to the video for future reference in the session information box. If you have created segments, choose which ones apply to this participant; you can update these later at any time. Then click ‘import transcript.’

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Click ‘Select transcript’ and ensure you made any edits before importing it. This feature supports .vtt, .srt, or .txt files. Now, click Capture observations’ to complete the import and create and tag your observations.

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You will see your transcript displayed. If you use a .vtt or .srt file, you will see the speaker names have been identified. You can update the speaker names by clicking on configure speakers.

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How to create observations

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To create observations from your transcript, simply highlight text, enter a new tag or select an existing one, then click create an observation.

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There is no limit to how many transcripts you can import. This means you can import all your past and future interviews, ensuring all your research data is in one place for easy access and analysis.

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Take the Qualitative Insights Academy Course 📚

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Qualitative Insights supports your entire qualitative research workflow, from conducting interviews and capturing observations to tagging and visualizing your data.   It keeps all your valuable user interviews and usability testing metadata in one place.

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To learn more about how to get the most out of Qualitative Insights, take the Qualitative Insights course at the Optimal Academy. In this short course, you'll learn how to set yourself and your team up to capture, tag, and group your observations to get to the insights faster.