Cutting Specimen Processing Errors
in Clinical Laboratories

🧬 In Vitro Diagnostics Platform


When your UX mistakes could literally affect someone’s heartbeat

Design Director  |  0 → 1 Product   ●   Regulatory Compliance

0%
Review Cycle Reduction
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Stakeholders Aligned
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Components Created

At a Glance

TL;DR

Summary

A secure, HIPAA-compliant digital platform for managing in vitro diagnostic (IVD) workflows across transfusion labs. The platform streamlines the lifecycle of patient samples, blood, tissue, and other materials while balancing regulatory rigor, real-world laboratory constraints, and multi-role complexity.

My Role:
Hands-on Design Director leading UX strategy, research, cross-functional collaboration, and design operations for a team of 2 full-time designers + contractors

Team:
2-4 designers, 5 engineers, 1 project manager, 1 project owner

Timeline:
Built MVP in 6 months while working on 5-10 concurrent projects

Strategic Impact:
Created an alert system used to win multiple contracts
Built an evolving design system used across all products
Established design ops practices that accelerated dev handoffs

The Mission

Building a platform where lives depend on good UX

Picture this: You walk into a transfusion lab for the first time. There’s a symphony of beeping machines, people in white coats moving with the urgency of someone who knows their work literally keeps hearts beating, and enough acronyms floating around to make NASA jealous. And somewhere in this beautiful chaos, I had to design a digital platform that wouldn’t just survive, but actually help.

The Goal: Build a secure, HIPAA-compliant platform for transfusion labs

Streamline the lifecycle of patient samples while balancing regulatory rigor, real-world lab constraints, and multi-role complexity. No pressure!

This wasn’t your typical “let’s redesign the checkout flow” project. This was designing for an environment where one wrong click could mean the difference between a successful blood transfusion and… well, let’s just say the stakes were slightly higher than usual.

The “Oh, We’re Really Doing This” Challenge

When reality hits harder than your morning coffee

When we set out to build this In Vitro Diagnostics (IVD) platform from zero to one, I thought I knew what I was getting into. I had worked on complex B2B products before. How hard could it be?

It was, in fact, quite hard.

Complex Domain

Deeply regulated lab environment with unique UX constraints (no mobile, shared workstations, middleware integration)

Multi-Role Complexity

Highly fragmented workflows across 8 distinct user roles, from physicians to lab technologists.

Highly fragmented workflows

UX involving physicians, nurses, phlebotomists, technologists, and lab directors

Time-Critical Operations

Time-sensitive diagnostics requiring clear prioritization and alerting without inducing fatigue.

Design Process

Real-world product design is rarely linear

Real-world product design is rarely linear. We revisited key stages frequently to ensure we remained aligned with business goals, regulatory requirements, and user safety. Always aiming for a frictionless, reliable experience.

We revisited key stages often to ensure we stayed aligned with business goals, regulatory needs, and user safety.
Always aiming for a frictionless, reliable experience.

Multi-Role Discovery & Research

The humans behind the life-saving work

Partnered with an external research team to scale discovery across complex roles. Interviewed 3–5 users in each group:

  • Planning & Strategy: Directors and managers
  • Lab Upkeep: Technologists and equipment managers
  • Test Orders: Physicians, nurses, pathologists, phlebotomists, and even patients

This enabled the creation of a Transfusion Lab Journey Map – our sacred document that became the foundation for all design decisions and the go-to reference for resolving cross-functional conflicts throughout the project.

Instead of diving headfirst into wireframes, we did something radical: we talked to people.

Revolutionary, I know!

Transfusion Lab Journey Map

Reality Check Insights

When expert knowledge meets current reality

Here’s where things got interesting. We had all this beautiful research, but then reality knocked on our door with muddy boots.

The gap between what SMEs remembered and what actually happens today was… significant

It’s like asking someone who learned to drive in the ’90s to explain modern traffic patterns. The fundamentals are there, but GPS changed everything!

SMEs ≠ Current Reality

What experts remembered from experience ≠ what labs actually do today.

Solution: Multi-source validation and real-time observation.

Alert Fatigue is Deadly

When everything is urgent, nothing is urgent—and that’s dangerous.

Solution: Smart, tiered alerts visible from across the room.

One Size Fits None

Lab directors and phlebotomists need completely different information.

Solution: Role-based interfaces that show only what matters

Design Solutions That Worked

Where empathy-driven design leadership really showed up

Instead of imposing our beautiful, complex vision on these hardworking professionals, we listened and adapted to their needs. Here’s what we built:

Role-Based Dashboards

Different jobs, different screens. Again, revolutionary, we know.

The insight: Showing a lab director the same information as a phlebotomist is like giving a pilot and a flight attendant the same manual. Same plane, very different needs.

  • Lab directors see strategic metrics and resource allocation
  • Technologists focus on sample processing workflows
  • Phlebotomists get collection-focused interfaces

Sample Lifecycle Tracker

The magic: Real-time status progression with urgency indicators and exception handling that makes sense to people who think in samples, not screens.

Distance-Viewable Alert System

Alerts you can see from across the room (because lab folks move around a lot)

The secret sauce: Icons + Colors + Hierarchy = triage-ready information. We implemented a “need to know” approach where cognitive overload isn’t just frustrating, it’s potentially dangerous.

Design Operations & Leadership

Startup speed requires systems, not just hustle

As a hands-on design leader managing 2 full-time designers plus contractors across 5-10 concurrent projects in a fast-paced startup environment, I established design ops practices that accelerated our velocity:

Process Innovations

  • Design decision log — Tracked major design/feature changes, rationale, and stakeholders involved, creating institutional knowledge as the team scaled
  • Figma annotation system — Embedded notes directly in files for devs and PMs, reducing back-and-forth questions
  • Synced design tasks to JIRA — Kept design work visible and aligned with dev sprints, staying 1-2 sprints ahead
  • Design review cadence — Established regular touchpoints with dev/PM so questions were answered before handoff, speeding up approvals

Mentorship

  • Coached designers on OKRs and personal growth goals while meeting tight deadlines
  • One designer significantly improved their presenting skills
  • Another became a design library owner after leveling up component documentation skills

Design System Stewardship

  • Built and evolved a design system used across all company products
  • Added new components based on emerging product needs
  • Enabled faster design-to-development cycles and consistency at scale

The Dream Team

Healthcare design is definitely a team sport

This wasn’t a one-person show. Great design in healthcare requires a village, and we had an amazing one:

External Research

Scaled discovery without drowning us in interviews

SMEs

Guided domain accuracy with reality checks on a regular basis

Legal/Regulatory

Kept us in check and out of court which is always a plus

Engineering

Built our designs and guided us in component building

| Cross-functional partnership was key to balancing user needs with regulatory requirements and technical constraints.

But let’s be real, the actual MVPs were my design team

I got to lead and work with these absolute legends tirelessly on what felt like 847 different screens, exploring every design option known to humanity (and a few we invented). They kept track of what engineering was building, because in startup land, design and development happen in parallel like some sort of beautiful, chaotic dance. They iterated on feedback faster than I could drink coffee, maintained design quality while moving at warp speed, and somehow turned “make it compliant but also intuitive” into actual pixels.
They are the real stars of this show.

What I’d Do Differently

If I had a time machine and perfect hindsight

Looking back, I learned that SME alignment isn’t just about knowledge transfer; it’s about building consensus between “how we used to do things” and “how we do things now.” Those aren’t always the same thing.

 Co-sketch with SMEs Earlier

Getting everyone’s hands dirty with design thinking early prevents those “oh, by the way, we can’t do that because of regulation XYZ” conversations that happen at 4:47 PM on a Friday.

Earlier Legal Collaboration

More upfront collaboration with legal stakeholders to prevent late-stage compliance surprises. Nobody likes regulatory curveballs.

AI-Powered Domain Research

I’d start with an AI-powered scan of lab workflows and terminology. Getting familiar with how lab scientists talk about their work would’ve helped me ramp up faster.

The big learning: SME alignment is consensus-building

It’s not just about transferring knowledge; it’s about building agreement between legacy experience and present-day operations.

The Real Talk

What this project actually taught (and reinstilled in) me

Designing for healthcare taught me that behind every workflow and alert, real people are doing work that matters in ways most of us never think about. This project stretched our team’s adaptability and reminded me why empathy-driven design leadership matters.

What Great Design Leadership Looks Like

  • Ask better questions: Don’t assume you know the problem
  • Listen with empathy: Understand the human behind the workflow
  • Know when to push vs. pause: Sometimes stepping back to learn more is the brave choice
  • Build consensus: Great solutions require buy-in from everyone

| The best design leadership isn’t about having all the answers – it’s about creating environments where the right answers can emerge.

Sometimes you get to design something that makes people’s jobs easier while helping save lives.

Not bad for a Tuesday’s work, right?

Credits: This represents the collaborative efforts of an incredible team. The real heroes are the lab professionals who trusted us with their workflows and the patients who benefit from better diagnostic tools.

We just made some screens that don’t suck.

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