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Optimal Workshop Reviews & Product Details

Optimal Workshop Overview

What is Optimal Workshop?

As a best in class user research and insights platform, Optimal Workshop helps organizations build more intuitive and successful digital experiences backed by user research. Our superior analysis functionalities, multiple testing methods, and fast and easy participant recruitment give you the confidence to deliver robust and actionable insights throughout your entire digital lifecycle to your team. Card sorting Understand how people organize and categorize content with our card sorting tool. Card sorting gives you insight into how people conceptualize, group and label ideas, enabling you to make confident, informed information architecture decisions. It takes minutes to design and launch your study, and has the flexibility to conduct open, closed or hybrid studies. Card sorting pulls out detailed insights that are usually difficult to uncover and identifies common groups at a glance, all presented to you as beautiful, easy to understand visualizations. Tree testing Understand where and why people get lost in your content, and fix it. Tree testing helps you evaluate the findability of information and where people get lost on your website or app. Tree testing gives you the option to conduct unmoderated tree tests, saving you time, resources and money. Create and launch your test in no time at all and validate and iterate on designs before you ship any code. Analyzing your tree test results can be done in seconds — Tree testing does it all for you. Back up your recommendations with data from real people, and make it easy to share your study findings with key stakeholders. Qualitative Insights Qualitative Insights houses all your data and insights in one place. It can be used for usability testing, interviewing and note-taking. Adding tags and themes to your notes, as well as the powerful affinity mapping and theme builder analysis functionalities, makes it easy to uncover key findings to share with stakeholders. Interviewing your users or conducting usability tests is a great way to understand a person's sentiments, thoughts and emotions as they move through a card sort, tree test or first-click test. First-click testing Like impressions, the first clicks last and determine the success or failure of a task. First-click testing helps you understand where on an interface people would click first to complete a task, giving you the insights you need to create interfaces that people will understand straight away. First-click testing helps you learn how people expect to find what they’re looking for, so you can make sure you’re hitting the mark. First-click testing's clickmaps, such as the heatmap and click density grid, give you the objective data you need within seconds, helping you to identify key themes and share your first-click findings with stakeholders. Surveys Surveys are the perfect companion for all your other Optimal Workshop studies. Surveys offer a variety of question types in over 80 different languages, upload wireframes or images to add another layer of insight to your surveys. Remove the noise, with screening questions to ensure you have the right participants for your study. Add logic to your study to make sure your participants answer the questions that are relevant to them. Surveys serve up easy-to-read results for you and your team in real-time; or allows you slice and dice them by looking into segments with the ability to filter based on any questions in your survey. Prototype testing Prototype testing lets you test designs with users throughout the design process before you invest too heavily in the build. With Optimal, you can easily import low or high-fidelity prototypes from Figma or build your own prototypes from scratch in minutes by uploading images or screenshots. Identify usability issues and areas for improvement throughout the design process to iterate and improve your designs quickly with your users. Participant recruitment Quality research relies on quality participants. We offer a seamless, integrated participant recruitment service to instantly access over 150 million people from around the world. If you need highly targeted participant options, try our Advanced recruitment service. Get specific with job titles, income brackets, and interests and combine complex target markets to mirror your customer personas. This will allow you to test the differences in your information architecture with cohorts relevant to your exact business needs.

Optimal Workshop Details
Languages Supported
Afrikaans, Bengali, Bulgarian, Catalan, Czech, Danish, German, Greek, English, Estonian, Basque, Persian, Finnish, French, Irish, Hebrew, Hindi, Croatian, Hungarian, Indonesian, Italian, Japanese, Central Khmer, Korean, Latvian, Lithuanian, Malayalam, Macedonian, Malay, Dutch, Norwegian, Polish, Portuguese, Romanian, Russian, Slovak, Slovenian, Spanish, Serbian, Swedish, Tamil, Telugu, Thai, Turkish, Ukrainian, Vietnamese, Chinese (Simplified), Maltese
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Product Description

Create Meaningful Experiences A User Research Platform that helps you and your team make design decisions with confidence.


Seller Details
Year Founded
2007
HQ Location
Wellington, NZ
Twitter
@optimalworkshop
7,162 Twitter followers
LinkedIn® Page
www.linkedin.com
68 employees on LinkedIn®

Sarah F.
SF
Overview Provided by:

Recent Optimal Workshop Reviews

Richard S.
RS
Richard S.Mid-Market (51-1000 emp.)
3.5 out of 5
"Really powerful tool for collecting user data but some annoying niggles"
Optimal Workshop is easy to use for tools like treejack tests and card sorting. The Figma prototype integration is a welcome addition but our requi...
AC
Alicia C.Enterprise (> 1000 emp.)
5.0 out of 5
"Diverse set of tests for user research"
I like how simple the platform is - there are a lot of test types that are offered and lots of ways to customize them to your needs. I found the fi...
Katie R.
KR
Katie R.Enterprise (> 1000 emp.)
5.0 out of 5
"Treejack Review"
I used the Treejack testing tool by Optimal Workshop to get user feedback during a website redesign to ensure the information architecture was intu...
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Optimal Workshop Media

Optimal Workshop Demo - Card Sorting 3D Cluster View
The 3D cluster view visualizes the similarity between cards as three-dimensional spatial relationships. Each point in the visualization represents an individual card. Cards that are closer together were more frequently sorted into the same category. The further apart that any 2 cards appear, the ...
Optimal Workshop Demo - Card Sorting Dendrogram
The AAM dendrogram shows the % of participants who agree with the grouping. It depicts only factual relationships, and provides the most useful data if over 30 participants have completed your study. The scores tell you accurately that 'X% of participants agree with this exact grouping.
Optimal Workshop Demo - Card Sorting Similarity Matrix
The similarity matrix is a simple representation of pair combinations, intended to give you a quick insight into the cards your participants paired together in the same group the most often. The darker the blue where 2 cards intersect, the more often they were paired together by your participants...
Optimal Workshop Demo - First Click Testing
You can conduct a range of first-click activities to get the insights you need to increase customer conversion, boost task-oriented success rates, and ensure that visitors are finding what they need on their first click.
Optimal Workshop Demo - Qualitative Insights Affinity Map
Affinity mapping is a flexible and visual way to quickly group, organize and make sense of qualitative data. To make sense of your data, move observations that relate to a similar concept into the same group. This will create a visual representation of themes within your data.
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13 Optimal Workshop Reviews

4.5 out of 5
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13 Optimal Workshop Reviews
4.5 out of 5
13 Optimal Workshop Reviews
4.5 out of 5

Optimal Workshop Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons
G2 reviews are authentic and verified.
Richard S.
RS
UX and Interaction Designer
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Optimal Workshop?

Optimal Workshop is easy to use for tools like treejack tests and card sorting. The Figma prototype integration is a welcome addition but our requirements made it quite difficult to get it to work in practice. It is now a part of our regular workflow. The support given by the library of learning resources is excellent. Review collected by and hosted on G2.com.

What do you dislike about Optimal Workshop?

Some features don't quite work as well as I'd like. The popups for collecting users did not work for us so we had to create our own in tag manager. Figma integration has a few bugs as animations can cause issues with the behaviour of prototype tracking. Review collected by and hosted on G2.com.

What problems is Optimal Workshop solving and how is that benefiting you?

Optimal flow provides a platform for remotely doing user experience testing. It is helping us to update our Information Architecture but it in the future we will be using it to gather more and more data about our users. Review collected by and hosted on G2.com.

AC
UX Researcher
Enterprise(> 1000 emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Optimal Workshop?

I like how simple the platform is - there are a lot of test types that are offered and lots of ways to customize them to your needs. I found the first-click super valuable to my work and would recommend it! Review collected by and hosted on G2.com.

What do you dislike about Optimal Workshop?

There is a limitation on screening questions so you have to be cognisant regarding who you want your audience to be. I also found it hard to aggregate user answers for post-test questions. Review collected by and hosted on G2.com.

What problems is Optimal Workshop solving and how is that benefiting you?

It combines various types of tests into one platform making it easier to build and identify research needs and execute them. I like the variety and how it's kind of a one-stop-shop. Review collected by and hosted on G2.com.

Katie R.
KR
Director of Digital Strategy
Enterprise(> 1000 emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about Optimal Workshop?

I used the Treejack testing tool by Optimal Workshop to get user feedback during a website redesign to ensure the information architecture was intuitive. It was a great tool with a very easy to use interface and the price was right at $99/month. The way the feedback data is organized is very helpful and allows you to see aggregate data as well as how users journeyed through the tasks. It provided great insights into how users were thinking . Review collected by and hosted on G2.com.

What do you dislike about Optimal Workshop?

I can't think of anything that was negative when using this tool. Review collected by and hosted on G2.com.

What problems is Optimal Workshop solving and how is that benefiting you?

Optimal Workshop allows you to get first-hand feedback from users so you are designing based on their needs, rather than trying to guess at the best way to structure and design your websites. Review collected by and hosted on G2.com.

shivani b.
SB
Article Assistant
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Optimal Workshop?

If you are a Ux designer and want to do usability testing evaluate design and frame information architecture then you may take this tool and get your work done very easily. Review collected by and hosted on G2.com.

What do you dislike about Optimal Workshop?

Ofter the users who participate in the useability testing do not provide genuine results as they often get quickly through the takes without understanding it completely as they are in a hurry to complete and take the pay. Review collected by and hosted on G2.com.

Recommendations to others considering Optimal Workshop:

If you are a UI/UX designer and need to test his design then you can try this application. Review collected by and hosted on G2.com.

What problems is Optimal Workshop solving and how is that benefiting you?

It is used by me for the purpose of user testing of the projects of the clients and also some self-projects. Here you get to do not only user testing but also you can get through the information architecture and reiterate the designs based on such information. Review collected by and hosted on G2.com.

Monika R.
MR
Senior UX Researcher
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Optimal Workshop?

I love how easy it is to set up a test in the Optimal Workshop, and the presentation of test results. I used all the test types available: card sorting, tree testing, and chalkmark, and also reframer to organize my qualitative research notes and observations. All easy to use and efficient. I like that they have an option to buy OW for a month only, so if your research needs are not constant, you don't have to pay for a tool all year long, only when you need it and use it. Review collected by and hosted on G2.com.

What do you dislike about Optimal Workshop?

Nothing comes to mind, really. If I could wish for something, it would be a more advanced survey tool. But I understand that surveys are not the main aim of using Optimal Workshop. Review collected by and hosted on G2.com.

What problems is Optimal Workshop solving and how is that benefiting you?

I used it the most for organizing categories and menus in the e-commerce marketplace. I admire how it helped organize a huge amount of data. I also recommend reframer for teamwork on the research results. Making notes, tagging behaviours, task success, sentiment in real-time - all that makes analyzing the research results faster and more efficient. Review collected by and hosted on G2.com.

Anand B.
AB
PMO Analyst
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Optimal Workshop?

Tree testing, Card Sorting, Research Analysis, and Qualitative tagging are excellent! Review collected by and hosted on G2.com.

What do you dislike about Optimal Workshop?

Not all participants who take part in the survey take the survey seriously. A lot of time goes to waste on filtering this out. Review collected by and hosted on G2.com.

What problems is Optimal Workshop solving and how is that benefiting you?

Speedy recruitment, relatively easy to conduct tests in Optimal Workshop. Data collection is speedy. Review collected by and hosted on G2.com.

Meghan U.
MU
Senior User Reseracher
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Optimal Workshop?

I really love all of OW tools. I use Reframer the most for all of our user interviews. I love that they keep adding new analysis tools for their tree testing and card sort platforms. For simple surveys their survey tool is great. Another wonderful thing about OW is the information avaialble. So many great resources, best practices and tips for their tools and how to best leverage them. Review collected by and hosted on G2.com.

What do you dislike about Optimal Workshop?

I metinoned using Reframer the most. The biggest frsutration I have is not beign able to export my themes and obseravtions to Miro. Sometimes performance is an issue when my studies get larger. Review collected by and hosted on G2.com.

What problems is Optimal Workshop solving and how is that benefiting you?

For one keeping all my research for a project in one place. It helps to keep our whole team organized. Also because it's a collborative tool my team can help me take notes in one central place. I've noticed are studies are more insightful as a result of the analysis tools availbel for each study type. Review collected by and hosted on G2.com.

Verified User in Design
UD
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Optimal Workshop?

Optimal Workshop is a fantastic tool for organizing the information structure of your interface. It is extremely useful for the UX/UI pre-design research process. Review collected by and hosted on G2.com.

What do you dislike about Optimal Workshop?

Like any free tool, it has its limitations. Optimal Workshop allows you to organize the information in graphs, but only from 10 selected answers in the free version. Review collected by and hosted on G2.com.

What problems is Optimal Workshop solving and how is that benefiting you?

Optimal Workshop has particularly helped me in my career as a UX / UI designer, especially in card sorting. It has allowed me to organize the structures of our interfaces in a much more user-related way. Review collected by and hosted on G2.com.

Elena T.
ET
UX Researcher
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about Optimal Workshop?

Optimal Workshop's qualitative analysis software and intuitive user experience make this a powerful tool in my arsenal as a User Researcher. They have a beautiful and delightful user experience - you can tell they did user research and testing of their product. OW provides a variety of analysis software for every qualitative study that makes interpreting and synthesizing your data a dream. Review collected by and hosted on G2.com.

What do you dislike about Optimal Workshop?

Not much to dislike. It's a powerful tool and I can't say enough good things about it! Review collected by and hosted on G2.com.

What problems is Optimal Workshop solving and how is that benefiting you?

With OW I can interpret and analyze large datasets quickly and effectively. I am not spending days or weeks (like I used to) creating complex spreadsheets and virtual whiteboards with 1000's of stickies to synthesize data. Review collected by and hosted on G2.com.

Verified User in Consumer Goods
UC
Enterprise(> 1000 emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Optimal Workshop?

Speed of interface is great compared to other platforms used. Review collected by and hosted on G2.com.

What do you dislike about Optimal Workshop?

I don't know if it links seamlessly with the other software I use daily. Review collected by and hosted on G2.com.

What problems is Optimal Workshop solving and how is that benefiting you?

Sales process issues seem to be faster to contain. Review collected by and hosted on G2.com.