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  3. Optimal Workshop
Logo of Optimal Workshop

Optimal Workshop

byOptimal Workshop
in
3.4

Overview

Service Information on Optimal Workshop

Updated 13th October 2025

What is Optimal Workshop?

Optimal Workshop is a software designed for user experience research, focusing on helping organizations understand and improve website and product usability. The software offers a suite of tools such as card sorting, tree testing, first-click testing, and surveys, which facilitate gathering insights into how users navigate and interact with digital interfaces. By providing methods to collect both quantitative and qualitative data, the software supports analysis of user behavior, information architecture, and design patterns. This enables teams to identify usability challenges, optimize navigation structures, and make informed decisions to enhance digital products.

Optimal Workshop Pricing

Optimal Workshop software uses a subscription-based pricing model with multiple plans that vary by features, number of studies, and participant limits. The software typically offers options for individual, team, or enterprise access, with charges recurring monthly or annually depending on the selected plan. Some plans may include a free trial or limited free tier with restricted features and usage.

Overall experience with Optimal Workshop

SENIOR PRODUCT DESIGNER
50M - 250M USD, Software
FAVORABLE

“Crafting Research Studies with Optimal Workshop: An Exploration of Usability”

4.0
Apr 15, 2025
Optimal Workshop is great for launching unmoderated research studies. It is easy to plan and execute. There are several different methods that the user can choose, and all of them are well thought.
UX Researcher
500M - 1B USD, Services (non-Government)
CRITICAL

“Ideal for Early Research, Lacks Depth in Mature Survey Needs”

3.0
May 19, 2025
Optimal Workshop is good for some methods and not so much for others. It fills a necessary gap in your tool suite, but is not an all-encompassing solution. Because its sweet spot is in tree tests and card sorts, which determine info architecture and navigation, it's typically not a tool that's needed continuously year after year, but can be critical for a moment in time.

About Company

Company Description

Updated 7th December 2023

Optimal Workshop provides a suite of user research tools aimed at improving design decisions. They offer a platform that aids in understanding customer behavior, subsequently boosting product functionality. The tools made available by the company afford the collection and interpretation of both quantitative and qualitative data, fostering designs that coincide with user objectives. Their offerings include Tree Testing, First-click Testing, Card Sorting, Online Surveys, and Qualitative research tools. The Tree Testing tool, Treejack, assists in solidifying site structure prior to beginning interface design while the First-Click Testing tool identifies potential usability issues in wireframes and prototypes. OptimalSort, the company's Card Sorting tool, streamlines card sorting procedures. Optimal Workshop also provides an expansive online survey platform supporting an array of languages, and Reframer—a Qualitative research tool—that speeds up the research process for expedited results.

Company Details

Updated 26th February 2025
Company type
Private
Year Founded
2007
Head office location
Wellington, New Zealand
Number of employees
51 - 200
Website
http://www.optimalworkshop.com

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Key Insights

A Snapshot of What Matters - Based on Validated User Reviews

Reviewer Insights for: Optimal Workshop
Performance of Optimal Workshop Across Market Features

Optimal Workshop Likes & Dislikes

Like

I really like the usability of the product! And the way the results are displayed, they have several different charts and the responses are very well organized, and we are able to export the results.

Like

The card sorting, tree testing, and first click testing methods are simple and easy to learn, even for first timers. Optimal Workshop is one of the most prominent purveyors of these methods in the tooling market, and as such, Optimal Workshop fills an important gap in the tool suite for my team. I appreciate the OW's offering to recruit users, as the more recruitment paths available to me, the better! However, the size of the recruitment pool means that it may be difficult to find enough of a specific user, such as one who currently uses your product, which poses a data quality problem for some studies.

Like

It was easy to set up new tests and preview them with stakeholder to ensure business engagement. The output of results is really powerful and support is given in interpreting results to stakeholders. It's a stable and reliable tool and we found no bugs or glitches when benchmarking against competitor products. It's a solid tool, but hasn't improved significantly in the last few years to keep up with competitors.

Dislike

The prototype testing feature can be enhanced and could give more power and flexibility to the user.

Dislike

The prototyping and survey features have less developed functionality compared to the tools that specialize in these methods in the market. Although OW offers these features, they lack some critical functionality such as a variety of survey logic that would be necessary for more advanced research. The basic feature set could satisfy non-research teams who conduct quicker or lower confidence surveys/studies, especially given the all-in-one offering with multiple methods and a recruitment path. OW also works well for teams who are starting up their research practice or have straightforward research requests, but may need to look elsewhere as research maturity evolves, requiring more specific features.

Dislike

Whilst the interface has improved over the last few years, Optimal Workshop could go further to make it easier to use. I believe OW also needs to release new features to keep up with competitors who seem to be edging away. For example being able to test live sites with intercept surveys is something that would be a really valuable addition to its range of features and one that competitors such as Maze offers. It feels rather expensive too and as such our organisation pays for periods of time for focused studies rather than an ongoing subscription.

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Peer Discussions

Optimal Workshop Reviews and Ratings

3.4

(3 Ratings)

Rating Distribution

5 Star
0%
4 Star
33%
3 Star
67%
2 Star
0%
1 Star
0%
Why ratings and reviews count differ?

Customer Experience

Evaluation & Contracting

3.0

Planning & Transition

3.0

Delivery & Execution

3.0

Service Capabilities

3.3

Filter Reviews
Sort By:
Most helpful
Last 12 Months
Star Rating
Reviewer Type
Reviewer's Company Size
Reviewer's Industry
Reviewer's Region
Reviewer's Job Function
  • UX Researcher
    50M-1B USD
    Services (non-Government)
    Review Source

    Ideal for Early Research, Lacks Depth in Mature Survey Needs

    3.0
    May 19, 2025
    Optimal Workshop is good for some methods and not so much for others. It fills a necessary gap in your tool suite, but is not an all-encompassing solution. Because its sweet spot is in tree tests and card sorts, which determine info architecture and navigation, it's typically not a tool that's needed continuously year after year, but can be critical for a moment in time.
  • SENIOR PRODUCT DESIGNER
    50M-1B USD
    Software
    Review Source

    Crafting Research Studies with Optimal Workshop: An Exploration of Usability

    4.0
    Apr 15, 2025
    Optimal Workshop is great for launching unmoderated research studies. It is easy to plan and execute. There are several different methods that the user can choose, and all of them are well thought.
  • RESEARCH AND DEVELOPMENT MANAGER
    <50M USD
    Telecommunication
    Review Source

    OW struggles to compete in a crowded marketplace

    3.0
    Mar 24, 2023
    My overall experience is generally good. Optimal Workshop offers a range of services, but where we found it most useful was in the testing of existing navigation hierarchies (Tree testing) and in discovering mental models for prioritising new navigation structures (Card sorting). It's fairly expensive for what you get though. It's straightforward to use and set up tests.
Showing Result 1-3 of 3

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Gartner Peer Insights content consists of the opinions of individual end users based on their own experiences, and should not be construed as statements of fact, nor do they represent the views of Gartner or its affiliates. Gartner does not endorse any vendor, product or service depicted in this content nor makes any warranties, expressed or implied, with respect to this content, about its accuracy or completeness, including any warranties of merchantability or fitness for a particular purpose.

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