Optimal Workshop

Optimal Workshop

About TrustRadius Scoring
Score 8.9 out of 100
Optimal Workshop


Recent Reviews

Extremely optimum product

10 out of 10
November 09, 2020
The UX department uses Optimal Workshop. We use it for all sorts of IA work, card sorting and tree jacking. We’ve also used the …
Continue reading

Reviewer Pros & Cons

View all pros & cons

Video Reviews

Leaving a video review helps other professionals like you evaluate products. Be the first one in your network to record a review of Optimal Workshop, and make your voice heard!


View all pricing



Per User Per Month



Per User Per Month

Entry-level set up fee?

  • No setup fee


  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services

Features Scorecard

No scorecards have been submitted for this product yet..

Product Details

What is Optimal Workshop?

As a provider of tools for information architecture, Optimal Workshop helps organizations build better digital experiences backed by data. The solution boasts analysis functionalities, multiple testing methods, and participant recruitment to give users the confidence to deliver robust and actionable insights to the user's team.

Optimal Workshop Features

  • Supported: Tree testing
  • Supported: Card sorting
  • Supported: First click testing
  • Supported: Surveys
  • Supported: Qualitative research
  • Supported: Participant recruitment

Optimal Workshop Competitors

Optimal Workshop Technical Details

Deployment TypesSaaS
Operating SystemsUnspecified
Mobile ApplicationNo


View all alternatives

Frequently Asked Questions

What is Optimal Workshop?

Optimal Workshop, a company in New Zealand, offers their suite of user research tools on a subscription basis, including the Treejack information architecture tool, OptimalSort card sorting test, Chalkmark first-click testing, and other tools.

What is Optimal Workshop's best feature?

Reviewers rate Support Rating highest, with a score of 8.7.

Who uses Optimal Workshop?

The most common users of Optimal Workshop are from Enterprises (1,001+ employees) and the Information Technology & Services industry.

Reviews and Ratings




(1-6 of 6)
Companies can't remove reviews or game the system. Here's why
Score 10 out of 10
Vetted Review
Verified User
Review Source
Optimal Workshop is being used by our organization as a user research tool for conducting research studies and analysis. It is used by the Customer Experience and Design department. It helps our research teams conduct powerful and effective research studies such as user interviews, usability testing, tree testing, card sorting, and surveys.
  • Tree testing
  • Card sorting
  • Research analysis and qualitative tagging/identifying themes
  • Price
Well suited - powerful tool for conducting qualitative and quantitative research. Its Tree Test and Card Sort capabilities are very easy to use and powerful tools. Very nice user experience and user interface - beautiful and easy to use. Not well suited - the surveying tool was great, but SurveyMonkey is slightly better and has more flexibility and capabilities.
November 09, 2020

Extremely optimum product

Score 10 out of 10
Vetted Review
Verified User
Review Source
The UX department uses Optimal Workshop. We use it for all sorts of IA work, card sorting and tree jacking. We’ve also used the participant recruitment facility by optimal workshop for all our projects. <div>In terms of business problem, it is mainly solving for Information Architecture re design for our firm, especially since we have multiple products that require IA design. </div>
  • Cardsort.
  • Tree tests.
  • Recruitment.
  • Better quality participant recruitment.
  • Promotion of other features.
Optimal workshop is best suited for its card sort and tree test features. Also the way it showcases reports for the tests that participants have performed is extremely useful. It has built a standard of reporting which is almost unmatched in the industry now. Very simple and clear to follow participant paths and to showcase to stakeholders.
We’ve never had to use much of their support services since the platform is very easy to use, we have however needed to transfer ownership between team members due to people leaving or other circumstances. Under those situations, the support offered to us has been been very quick and efficient and we never had to nudge them much to get the job done.
Score 1 out of 10
Vetted Review
Verified User
Review Source
We used Optimal Workshop several times on the product and platform team for tree testing, which assesses find-ability within the labeling and structure schema. We run a B2B site, so it's important to collect data from the appropriate user segments. Unfortunately, this tool fails in many ways, especially the recruitment service and customer service.
  • Usually, data collection is quick.
  • It's cheaper than other tools, but the quality of participants and data is questionable.
  • The recruitment panelists are not professional, nor do they take the tasks seriously. You are going to get a lot of bad data.
  • They are HQ'd outside the US and must have a small team because the customer service is the absolute WORST I've experienced in their industry.
  • They pride themselves on documentation, but when they fail to document something they blame the customer for the mistake.
  • There are way too many limitations with the tool after you launch, limited integrations, and poor survey questionnaire options. The tool itself is far too basic for most sites, especially B2B.
My biggest issue is the lack of customer service and the poor quality of participants. After spending thousands of dollars with Optimal Workshop and receiving such a horrible experience, I'm now convinced that competitors like User Zoom are worth the cost and will be switching tools.
No support for customers. It takes them days to get back to you. They never follow-up. They blame customers for their lack of documentation, and don't make things right when customers have a poor experience.
Score 10 out of 10
Vetted Review
Verified User
Review Source
We have used Optimal Workshop in our marketing department to tree test navigation menus and understand how users would categorize menu items. While simple, this tool provides valuable data that would otherwise be very difficult to gather
  • Tree Testing - it is a very simple and easy to use system, that provides the data needed from a tree test
  • Card sorting - provides a system for users to participate in navigation menu layouts. We looked into several options, but this seemed very intuitive for users.
  • UI - It is a very basic tool, and emphasis is on functionality rather than design. They do allow some areas (like color and a logo) to be customized.
  • Integrations - It would be handy to have this data tie into other systems. However, it is pretty unique, so most systems would not have a way to organize this data our of the box
Tree testing and card sorting. Understand how users use our navigation to accomplish specific tasks. Understand how users group menu items. There are other features like where users first click, or keeping track of findings, but we have not used this features yet.
The support has been good. No complaints. I have not needed to contact support more than 1-2 times when I was first getting set up, because the tools work well and are pretty straight forward. They do have good documentation.
Meredith Walter | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
OptimalWorkshop has provided invaluable insights to our website development process for "pennies" cost wise. We've been able to derive fairly quick insights that make a huge impact on our bottom line and customer satisfaction. Now that we've started using OptimalWorkshop, it's quickly become a sought after service for our internal stakeholders.
  • Optimal Workshop's UI and UX are impeccable. It's incredibly easy to use and set up tests even for novices.
  • Optimal Workshop's test type offerings are fantastic. They have almost anything you could need within the platform.
  • Optimal Workshop's payment options are incredibly reasonable and useful whether you're doing very few tests or a lot of tests.
  • The analysis of some of the tests, the card sorting and tree jacking in particular, definitely have a bit of learning curve. I'd like to see some more platform intelligence that provides context into what you're seeing and how you can implement the results.
Optimal Workshop is great for UX testing for those with a budget to do so. This may be a little on the expensive side for smaller businesses, but definitely not anything crazy expensive. The insights that you get out of these tests are invaluable and can be the difference between launching a site and succeeding/failing.
Sarah O'Donnell | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
Optimal Workshop is used at my organization for two tools: Card Sort and Treejack. These assist the investigation of labeling, categorization and information architecture on your website. We, in particular, use it to investigate websites navigation hierarchies and labeling to identify user struggles and navigations strengths. This research helps strengthen our website navigation recommendations to clients.
  • Optimal Workshop conducts speedy recruitment at a fee.
  • It is relatively easy to set up tests on Optimal Workshop.
  • Optimal Workshop helps in the analysis of the user data by generating graphs, pie charts, and pie trees.
  • Not all users take the tasks seriously, some rush through tasks in order to be paid for completing the study. Optimal Workshop doesn't have a simple way of reports this (i had to go out of my way to report more than 50% of my users had rush through my tasks and skewed my results). Although, if you get in touch with them, they will replace the participants.
Optimal Workshop is well suited if you have evidence to suggest there are UX issues existing within your website navigation. This research will gain user insight and evidence as to what the issues are.