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Hard hat and kind heart zone: Each case study is being carefully reconstructed. Sorry about the rogue pixels.

Product: IVD Platform

  • 0→1 Product
  • Safety-Critical Systems
  • Multi-Role Workflows

Cutting Specimen Processing Errors in Clinical Laboratories

Designing for environments where clarity isn’t aesthetic. It’s clinical.

Role Director of Design
Partners PM · Engineering · Clinical SMEs · UXR · Regulatory
Timeline 6 months to MVP
IVD platform interface showing sample triage and lifecycle tracking across multiple lab workflows
75% Review cycle reduction
6 Mo Months to MVP
AACC Conference launch Industry’s largest clinical chemistry conference

Imagine if a single mislabeled tube could ripple through an entire hospital.

Not because someone was careless. Because the systems around them weren’t built for the volume, the interruptions, or the complexity of modern diagnostics.

Labs don’t fail because people fail. Labs fail because workflows do.

This platform was designed to change that.

Siloed Data. Manual Reconciliation. Preventable Errors.

Lab technicians were reconciling siloed instrument and specimen data manually. A workflow that increased cognitive load, introduced preventable errors, and slowed diagnostic turnaround. Diagnostic testing influences 70% of healthcare decisions, so the cost of ambiguity was high.

What made this hard to solve

  • Five distinct user roles with different tools, mental models, and failure points
  • Time-critical operations where alert fatigue is a patient safety issue
  • No mobile. Shared workstations only across all lab roles
  • Class C SaMD constraints and HIPAA compliance requirements at every layer

Four Roles. One Diagnostic Lifecycle.

Each role had different tools, mental models, and failure points. Mapping the workflow end-to-end helped us identify where errors originated, where information broke down, and where the system needed to intervene.

Users

(Direct hands-on users of the IVD portal)

01 Phlebotomists Sample collection and labeling
02 Lab Technicians & Technologists Instrument runs, reconciliation, exception handling
03 Lab Supervisors & Managers Throughput, staffing, quality oversight
04 Pathologists Result review and sign-out
Stakeholders

(Roles who shape requirements, constraints, and success but do not use the portal)

Project Owner Project Manager Engineering Regulatory Research Team Lab SMEs

Once we mapped the ideal workflow, we layered in real-world failure modes from research: instrument downtime, reagent tracking gaps, missing notifications, and LIS upload failures. This exposed the operational fragility labs deal with daily.

Instead of designing a linear flow, we designed for resilience. Ensuring the system supported real-world interruptions, not idealized workflows.

High-Volume Sample Triage

A triage model that surfaces priority, status, and next actions at a glance. Reducing cognitive load for technicians managing hundreds of samples a day using color, iconography, and grouping.

The goal: help techs immediately identify what needs attention, what is ready for approval, and what is already transmitted. Without drilling into multiple screens.

IVD portal sample triage view showing specimen status table with color-coded priority indicators alongside the sample detail panel with patient information and action controls
Triage table and sample detail. Priority, status, and next action without leaving the screen.

Sample Lifecycle Tracking

A single source of truth for each specimen. The progress bar replaced multiple disconnected LIS screens, giving lab staff immediate clarity on where each sample is in the process: received, processing, testing, review, approved, transmitted.

We also surfaced who is on call, what is pending release, and any urgent flags. Reviewer notes and compatibility flags appear directly in context, so decisions can be made without switching systems.

Sample lifecycle tracker showing the full progress bar from receipt to transmission alongside the patient detail panel with reviewer notes, on-call staff, and compatibility flags
Lifecycle tracker and patient detail. From receipt to transmission in one view, with context for every decision.

Distance-Viewable Alerts

A dashboard designed for large monitors across the lab. Alerts organized by severity and type using color and iconography for instant recognition. Lab managers can triage issues without opening detailed screens.

A shift from reactive troubleshooting to proactive operational awareness. Cognitive overload here isn’t just frustrating. It is dangerous.

Business impact

  • The alert system was used as a key differentiator to win multiple enterprise contracts
Distance-viewable alert dashboard on dark background showing critical, urgent, workflow, and info severity levels alongside a severity detail panel with alert breakdown and action controls
Alert dashboard and severity detail. Readable from across the lab without opening individual records.

Buildable, Not Hypothetical

We built real, testable components early: instrument health cards, sample check-in forms, lifecycle modules. Each piece was designed to be buildable, not hypothetical. That approach gave engineering confidence and let us parallelize design and development in a regulated environment.

Project Owner Project Manager Engineering Regulatory Research Team Lab SMEs

Operational Accelerators

To move quickly without compromising rigor, I introduced three practices that reduced friction across the full cross-functional team.

01

JIRA-Aligned Design Workflows

  • Transparency across design and engineering
  • Alignment on sprint priorities before dev starts
  • Design stayed 1–2 sprints ahead of build
02

Design Decision Log

  • Reduced back-and-forth with PMs and engineers
  • Shared clarity on rationale, not just outcomes
  • Institutional memory as the team scaled
03

Async Collaboration Practices

  • Unblocked teams across time zones
  • Fewer synchronous reviews, faster approvals
  • Decisions captured in context, not lost in chat

These created the conditions for the speed and rigor reflected in the outcomes below.

If I Were Starting Today

SME alignment isn’t knowledge transfer. It’s consensus-building between legacy experience and present-day operations.

01 Governance

Design Governance Board

A lightweight governance model to align decisions and prevent one-off redesigns before they reach engineering.

02 Design System

Design System as Contract

Enforce the design system as the default standard with clear onboarding and acceptance criteria from day one.

03 Validation

Rapid In-Context Validation

Quick, role-specific tests with real users to catch friction before handoff, not after build.

Results

Impact

75% Review cycle reduction
6 Mo Months to MVP
AACC Conference launch Industry’s largest clinical chemistry conference

We cut review cycles by 75%, shipped an MVP in six months, and launched at AACC, the industry’s largest clinical chemistry conference. The design system built for this platform went on to serve all company products.