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Optimal

Score9.1 out of 10

38 Reviews and Ratings

What is Optimal?

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.

OW great job!

Use Cases and Deployment Scope

I use Optimal Workshop primarily for UX research activities, focusing on card sorting, tree testing, and surveys. The scope of my use case spans from early-stage discovery, where I test assumptions about user needs, to validation stages, where I refine and confirm the usability of proposed solutions. This ensures the end product aligns with user expectations and reduces the risk of costly redesigns later. I have used the platform only once to test a prototype directly. While it helped gather insights, I still have room for improvement.

Pros

  • Tree test
  • Card sort
  • Survey

Cons

  • Prototype Test in General.
  • Adding/Editing Images in Tasks.

Return on Investment

  • NA

Usability

Other Software Used

Maze

Best tools for IA research

Use Cases and Deployment Scope

We are a user research agency and have used Optimal Workshop tools for a number of client projects over the last 10+ years. Whenever we need to do information architecture research, we try to use one or more of their tools. Most often, we start by using Optimal Sort for card sorting and follow it up with one or more rounds of tree testing with Treejack. Ideally but less often, we follow up that up with navigation design testing with Chalkmark.

Pros

  • Easy to use tools for research participants
  • Useful analysis tools for researchers

Cons

  • Sometimes research participants get confused with the interface during sessions; still room to make the tools more intuitive

Most Important Features

  • Quantitative analysis tools for researchers

Return on Investment

  • Helped us increase revenue by doing more IA work

Amazing tool with an even better pricepoint

Pros

  • 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.

Cons

  • 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.

Return on Investment

  • Optimal Workshop has prevented our organization from "guessing" and allowing us to launch a website improvement or redesign with our best foot forward and confident we're providing our users with what they need/want.

Alternatives Considered

Hotjar, UserTesting, Crazy Egg and Optimizely

Other Software Used

Crazy Egg

A fantastic platform that ensures you're building the right website for your users

Use Cases and Deployment Scope

Optimal Sort is an excellent platform for useability testing and ensuring your digital presence (website or mobile) is user friendly. I've used both CardSort and TreeJack on a range of projects with clients who building or redeveloping websites, and it always provides excellent insights and data to ensure we both build a great site, and take the stakeholders along for the journey.

Pros

  • CardSorting and developing inital IA
  • TreeJack testing and testing of IA
  • Excellent visualisation of results and data

Cons

  • Some elements of TreeJack and where you can put the "right" answer are a challenge, but well explained in the help

Most Important Features

  • TreeJack - testing IA
  • CardSort - digital options to sort

Return on Investment

  • Made a huge difference to the confidence that our clients are developing the right websites
  • Ensured stakeholders understand the importance of IA and have less arguments about "put us on the home page"

Other Software Used

Miro

Optimal Workshop, optimal for remote testing

Use Cases and Deployment Scope

We use this tool every time we need to perform remote workshops. It allows us to collect data in an easier and quicker way, it allows us to see what flows a user performs, what they do, and how they do it. We use it mainly for activities like card sorting or tree testing.

Pros

  • User research
  • Card sorting
  • Tree testing

Cons

  • Mobile app testing.
  • User testing.
  • Session recording.

Most Important Features

  • Card sorting.
  • Tree testing.
  • Prototype testing.

Return on Investment

  • Better workflow.
  • Improved time management.
  • Easier to get user testing.

Alternatives Considered

UXtweak

Other Software Used

Adobe Acrobat DC, Trello, Wrike