March 5, 2025
1 min read

Prototype Testing: Validate Designs Early and Build with Confidence

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)!

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.

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

Common Use Cases for Prototype Testing

  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.

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.

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.

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

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Qualitative insights: Reimagined and supercharged 🚀

We're thrilled to announce the re-launch of our Qualitative Insights tool, formerly known as Reframer. This powerful upgrade brings new features designed to revolutionize your qualitative data analysis process, making it faster, easier, and more insightful than ever before.

Introducing the new Qualitative Insights 🔍

Qualitative Insights has always been your go-to tool to help you plan and organize interviews, take notes, tag, and analyze rich, unstructured data. Now, we've taken it to the next level with two game-changing additions:

  • Insights feature: A dedicated space to capture, organize, and communicate your key takeaways.
  • AI capabilities: Optional AI-powered assistance to accelerate your analysis process.

Discover insights effortlessly 💡 

The new Insights feature transforms how you work with qualitative data:

  • Centralized hub: All your analytical discoveries in one place.
  • Structured insights: Each insight includes a title, detailed description, and associated observations.
  • Flexible viewing: Toggle between overview and deep-dive modes.
  • Efficient organization: Tag and categorize insights for easy retrieval.
  • Collaboration tools: Share and discuss findings with your team.

How it works 🛠️ 

Manual insight creation

  1. Filter your data using keywords, tags, affinity map groupings, tasks, segments, and sessions.
  2. Select relevant observations.
  3. Craft your insight with a custom title and description.

AI-Powered Insight Generation (Optional)

  1. Click "Generate" to activate our AI assistant.
  2. AI analyzes existing observations to produce new insights.
  3. Automatically generates insight titles, summaries, and attaches relevant observations.
  4. AI-generated insights are marked with an AI star symbol for easy identification.
  5. All AI insights remain fully editable.

AI: Your analysis assistant 🤖

Our AI capabilities are designed to enhance your abilities, not replace them. Use AI to:

  • Speed up insight discovery
  • Reveal hidden patterns in your data
  • Jumpstart the analysis process

Remember, your expertise is crucial. Always review and refine AI-generated insights to ensure accuracy and capture nuances that only human understanding can provide.

Your data, your choice 🔒 

We prioritize your privacy and data control:

  • Your data stays within your organization
  • We don't use it to train other AI models
  • You control when to use AI for insights
  • AI features can be turned on or off anytime

Get started today 🌟 

Ready to experience the power of the new Qualitative Insights? Learn more and dive in. Upgrade your qualitative analysis workflow and uncover deeper insights faster than ever before with Qualitative Insights!

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Get Reliable Survey Results Fast: AI-Powered Question Simplification

At Optimal, we believe in the transformative potential of AI to accelerate your workflow and time to insights. Our goal is simple: keep humans at the heart of every insight while using AI as a powerful partner to amplify your expertise. 

By automating repetitive tasks, providing suggestions for your studies, and streamlining workflows, AI frees you up to focus on what matters most—delivering impact, making strategic decisions, and building products people love.

That’s why we’re excited to announce our latest AI feature: AI-Powered Question Simplification. 

Simplify and Refine Your Questions Instantly

Ambiguous or overly complex wording can confuse respondents, making it harder to get reliable, accurate insights. Plus, refining survey and question language is manual and can be a time-consuming process with little guidance. To solve this, we built an AI-powered tool to help study creators craft questions that resonate with participants and speed up the process of designing studies.

Our new AI-powered feature helps with:

  • Instant Suggestions: Simplify complex question wording and improve clarity to make your questions easier to understand.
  • Seamless Editing: Accept, reject, or regenerate suggestions with just a click, giving you complete control.
  • Better Insights: By refining your questions, you’ll gather more accurate responses, leading to higher-quality data that drives better decisions.

Apply AI-Powered Question Simplification to any of your survey questions or to screening questions, and pre- and post-study questions in prototype tests, surveys, card sorts, tree tests, and first-click tests.

AI: Your Research Partner, Not a Replacement


AI is at the forefront of our innovation at Optimal this year, and we’re building AI into Optimal with clear principles in mind:

  1. AI does the tedious work: It takes on repetitive, mundane tasks, freeing you to focus on insights and strategy.
  2. AI assists, not dictates: You can adapt, change, or ignore AI suggestions entirely.
  3. AI is a choice: We recognize that Optimal users have diverse needs and risk appetites. You remain in control of how, when, and if you use AI.

A Growing Suite of AI-Powered Tools


The introduction of Question Simplification is just one example of how we’re leveraging AI to make research more efficient and effective for people who do research.

In 2024, we launched our AI Insights within our Qualitative Insights tool, summarizing key takeaways from interviews and transcripts. Now, we’re diving even deeper, exploring more ways to use AI to make research more efficient and effective.

Ready to Get Started? 


Keep an eye out for more updates throughout 2025 as we continue to expand our platform with AI-powered features that help you uncover insights with speed, clarity, and more confidence.

Want to see how AI can speed up your workflow?

Apply AI-Powered Question Simplification today or check out AI Insights to experience it for yourself!

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1 min read

2024: A Year of Transformation at Optimal Workshop

As we approach the end of 2024, it’s a great time to reflect on the progress we’ve made as a community and at Optimal. This year, Optimal users launched over 100,000 studies with over 1.2 million participants sharing insights to drive better business decisions and experiences.

Here's how we’ve worked to make research more accessible, speed up insight discovery, empower enterprise teams, and grow our platform’s capabilities in 2024.

Democratizing Research

Research for All
Research shouldn’t be limited to specialists or select teams—it should be accessible to everyone. In 2024, we focused on breaking down barriers to user research so that individuals across all divisions and teams can uncover actionable insights. Our tools are built to help anyone make confident, user-centered decisions, and this year, we’ve seen Optimal users from across all different types of teams, including product, marketing, content, research, design, information architecture, and education. We work to make our platform easy to use and learn, ensuring everyone can dive into research without barriers, regardless of their role or experience.

A Milestone Year for UX Maturity
Understanding and improving UX maturity became a key focus for organizations this year. We launched our comprehensive UX Maturity Framework, complete with assessment tools that help teams identify their current state and plot a path forward. To support this journey, we developed detailed playbooks for each maturity level, offering practical guidance for teams looking to level up their UX practice. 

Demonstrating the Value of UX
The conversation around UX value also took center stage in 2024. Our groundbreaking research into quantifying UX impact provided organizations with concrete data to support their UX investments. Through our popular webinar and blog series, we explored different approaches to communicating UX value to stakeholders, giving practitioners the tools they need to advocate for user-centered design.

Accelerating Insight Discovery

Prototype Testing
This year, we introduced Prototype Testing, enabling teams to test designs early and often. Teams can iterate quickly and ensure their ideas resonate with users before committing to development.

Video Recording (Beta)
We added a new feature to Prototype Testing that captures screen, audio and nonverbal cues—such as frustration—providing deeper insights into your users' experiences.

Figma Integration
We also launched Figma integration for First-Click Testing and Prototype Testing, allowing users to connect design prototypes directly to Optimal studies. This integration makes it easier than ever to test, refine, and align designs with user needs—all without leaving Optimal.

AI-Powered Insights
Our AI-Powered Insights help to uncover patterns and themes in qualitative and interview data. By analyzing large datasets, AI helps you discover key trends and accelerate decision-making.

Optimal Recruitment
Recruiting high-quality participants can be a huge hassle and very time-consuming. That’s why we’ve relaunched Optimal Recruitment with expanded profiling capabilities, enhanced quality controls, and full-service support—to let you focus on what matters most: powerful insights to drive better business outcomes

Enabling Enterprise Teams

Workspaces
For organizations with complex structures, we’ve introduced Workspaces and Projects to give admins greater control, improved organization, and increased privacy controls. Whether you're part of a large enterprise or a growing team, these enhancements simplify governance and amplify impact.

Expanding Platform Capabilities in 2025

Looking Ahead
As we head into 2025, our roadmap is packed with exciting features and improvements to make research more accessible, efficient, and impactful. Expect advancements across our platform, including video recording for prototype testing, a brand new survey tool with improved usability, advanced logic, and AI-powered capabilities to meet the evolving needs of teams worldwide. The best is yet to come - stay tuned and see you in 2025!

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