LABORATORY SOFTWARE AS A SERVICE

Revolutionising laboratory workflows across the globe

COMPANY

Clinisys

ROLE

UX Lead

EXPERTISE

UX/UI Design

YEAR

2024

Summary

Clinisys is a leading laboratory information systems provide delivering laboratory management solutions across UK, Europe, and US serving over 3,000 labs in 34 countries.

Leading UX design for new specimen processing and system configuration module design using MUI as the base design system for the UK. In addition, driving design thinking for patient management and inventory modules using Telerik and Kendo for the US.

Timeline

The project was executed across synchronised agile sprints, coordinating four cross-functional development teams working in parallel. Each team focused on distinct but interconnected system components, requiring careful sprint planning, shared design systems, and regular cross-team synchronisation. This structured approach enabled us to maintain consistent progress while managing dependencies and ensuring seamless integration of features across the platform's ecosystem.

Context

Context

Context

The Clinisys supports a broad spectrum of labs across the globe and functions in high-stake, safety-critical environments. Clinisys modules are currently delivered in a mixture of cloud and on-premises formats. The vision is to create a globally deployable, modular, cloud-based solution called Clinisys Laboratory Platform.

Core Concerns

The Clinisys supports a broad spectrum of labs across the globe and functions in high-stake, safety-critical environments. Clinisys modules are currently delivered in a mixture of cloud and on-premises formats. The vision is to create a globally deployable, modular, cloud-based solution called Clinisys Laboratory Platform.

Complex Persona-Centric Workflow Requirements

Complex laboratory workflows spanning specimen processing, patient data management, and inventory control, demanded a systematic approach to unify diverse systems.

This required harmonising taxonomies, restructuring information architecture, and standardising both, content models and UI components in order to create an intuitive system that could seamlessly handle variations in laboratory procedures while maintaining design and data integrity across different facilities.

Global Compliance Needs

With a diverse set of standards across the UK, Europe, and the US, interface design components needed to be modular and adaptable to meet varying regulatory requirements without compromising user experience.

High-Cognitive Load

Laboratory professionals routinely juggle samples, complex datasets and perform time-sensitive critical procedures.

To mitigate mental fatigue and reduce error risk, interfaces needed to present dense information in easily scannable formats, provide clear visual hierarchies, and offer contextual assistance at key decision points. The design prioritised rapid data entry, instant validation feedback, and intelligent defaults to support users during high-pressure scenarios.

Legacy Technology & Architecture

The transition from an on-prem established laboratory system to a cloud solution presents significant technical hurdles. Multiple generations of specialised equipment, each with proprietary protocols and data formats, require robust middleware solutions and backward compatibility while gradually introducing new capabilities.

The challenge required a strong multi-disciplinary team to ensure migration migration preserved critical workflows that labs had built around legacy systems while enabling paths to modernisation.

Approach

Approach

Approach

To understand the specific needs of lab professionals, I collaborated closely with researchers, stakeholders, and subject matter experts:

Desk Immersion

Underwent comprehensive immersion training in laboratory information management systems (LIMS) and clinical workflows. The program covered critical areas of lab information systems and specimen processing.

The training provided essential domain insights in laboratory operations, enabling more well-informed design decisions that aligned with established scientific procedures and compliance frameworks

Cross-Regional User Research

Executed global research spanning three major markets (UK, Europe, US) to understand regional laboratory operations. Through structured interviews and contextual observation sessions with lab directors, technicians, and compliance officers, we uncovered critical workflow variations and market-specific requirements. Field studies in active laboratory environments revealed nuanced differences in specimen handling protocols, patient data management practices, and regulatory frameworks. This research directly informed our design decisions around complex processes like batch processing, chain of custody documentation, and region-specific compliance reporting.

Workflow Mapping

Created detailed maps of workflows in specimen handling, patient data management, and inventory tracking, identifying bottlenecks and sources of cognitive load that impacted user efficiency.

Continuous Feedback

Established regular feedback sessions with clients and subject matter experts, working alongside requirements engineers to develop user-centered wireframes and prototypes. This iterative process ensured that features and stories met diverse user needs and regulatory requirements while staying on schedule.

UX Design & Standards

Developed design principles focused on error prevention and cognitive load reduction. Created adaptive interfaces for regional compliance requirements. Built progressive disclosure patterns for complex data entry. Designed real-time validation and feedback systems.

Testing & Iteration

Conducted usability testing across multiple regions. Refined designs through regular sprint reviews. Validated compliance requirements with regulatory teams. Iterated based on real laboratory environment feedback

Insights

In summary across modules, research revealed several key challenges: high error rates in specimen entry, tracking challenges, fragmented data points and access to patient data, and bloated workflows in configuration and dictionary workflows.

Users also faced pains in inventory visibility, patient record handling, and tracking sample data lineage due to complex data structures.

Together, these challenges led to operational bottlenecks, increased cognitive load, and impacted efficiency and accuracy in high-stakes lab settings.

Design Principles

Design Principles

Design Principles

Error Prevention

Implement robust data validation and clear visual hierarchies to minimise errors, especially in high-risk areas such as specimen handling and patient data. Safeguard critical actions with multi-step verifications and confirmation prompts


Cognitive Load Management

Use progressive disclosure, contextual cues, and smart defaults to display only relevant information at each stage, reducing mental strain. Visually group key tasks and create clear pathways to guide users through steps, enabling focused and efficient task completion.


Task-Centred Workflow Design

Optimise workflows to reflect real lab processes, aligning with the natural task order and mental models of lab professionals. This approach minimises disruptions, speeds up task execution, and enhances ease of use for repetitive actions like data entry and specimen tracking.

Task-Centred Workflow Design

Provide immediate, context-specific feedback for user actions to enhance transparency and user confidence. Employ success confirmations, error prompts, and visual cues so users can quickly understand the outcomes of their actions, creating a smoother experience.

Adaptable Interface Design

Develop scalable, flexible interfaces that meet diverse compliance, data privacy, and operational needs across the UK, Europe, and the US. Design adaptable modules that can be configured to fit local regulatory contexts, supporting efficient and compliant workflows in each region.

Process

Agile Two-Week Sprints

Two-Week Sprints: Leveraged agile sprints to continuously refine and test features, incorporating real-time feedback from lab professionals to meet evolving requirements.

Usability Testing Across Regions

Conducted multiple rounds of testing with labs in the UK, Europe, and the US, ensuring that each module was adaptable, user-friendly, and compliant with varied regulatory needs.

Global Collaboration

Maintained alignment with cross-regional teams through regular meetings, ensuring that both design and development addressed compliance requirements and user needs across diverse geographies.

Module Challenges & Solutions

Specimen Processing

Challenge The existing laboratory framework lacked robust capabilities for specimen management, leading to inefficient data entry and unreliable status tracking.

Solution Revolutionised specimen handling through:

  • Implemented intelligent validation system with real-time contextual prompts and visual cues that guide technicians through each step, ensuring adherence to safety protocols while reducing entry errors

  • Developed hands-free voice command interface and streamlined touch interactions, eliminating redundant steps and allowing technicians to maintain sterile procedures

  • Created intuitive workflow aligned with laboratory staff mental models, resulting in more efficient specimen processing and a reduction in data entry errors

Lab Dictionaries

Challenge Managing and updating lab-specific dictionaries was complex and time-consuming.

Solution

  • Nomenclature, information hierarchy and taxonomies played a crucial role in design configurable dictionaries

  • Provided a flexible, adaptable setup, allowing labs to customise data fields according to evolving needs.

  • Quick Action Features: Enabled fast, direct access for adding and editing items, minimising workflow interruptions.

Patient Management

Challenge Fragmented access to patient data created delays in decision-making.

Solution Designed an integrated clinical dashboard that transformed care administrator task completion.

  • Unified dashboard delivering centralised patient data for quick, comprehensive access to critical information.

  • Quick access tools for prioritised high-frequency tasks like editing and viewing, boosting speed and efficiency, especially in urgent scenarios.

Results

Results

Results

Outcomes and achievements following design implementation.

Time Savings

Reduced specimen processing times through optimised workflows

Error Reduction & Prevention

Minimised error rates with improved validation patterns.

User Satisfaction

Significantly lower cognitive loads reported by laboratory staff.

Personally Awarded!

Received company-wide excellence in design award for implementing user-centered design solutions