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Case Study

Designing a Shared Laboratory Experience

Clinisys wanted a single, discipline-agnostic Laboratory Information System instead of separate builds per specialty: identify what's shared across laboratory disciplines, design one experience for it, then layer in what's genuinely discipline-specific. I built the framework, and the research behind it, that made that judgment call possible across twelve laboratory domains.

RoleUX Researcher
PlatformClinisys Laboratory Solution (CLS)
Timeline6 months
The four-lens framework: Who (Role), What (Objects & Entities), How (Process), and Support (System Capabilities)

Clinisys builds Clinisys Laboratory Solution (CLS) for laboratories spanning healthcare and scientific testing alike, including anatomic pathology, clinical pathology, genomics, reproductive medicine, environmental testing, pharmaceutical QC, and forensic science. Building each discipline as its own product would have been slower and more fragmented than the business could sustain. The goal instead was one agnostic application: find what's genuinely shared across disciplines, design that once, and reserve discipline-specific design for where the work actually diverges.

That's a research problem before it's a design problem. You can't decide what to share until you know, in detail, what a pathologist, a genomics scientist, an environmental chemist, and a lab director each actually do. I ran weekly SME interviews and workshops over several months and used the findings to build a four-lens analytical framework (who does the work, what the work touches, how the work happens, and what the system needs to support it), which then became the standing interview guide for the rest of the project.

Applying that framework produced a role map spanning sixteen role families, a taxonomy of twelve laboratory domains, fifteen distinct workflow models, and twenty-nine discipline-specific application flows: the concrete, buildable evidence of where CLS could share one experience and where it needed to branch.


My roleUX Researcher
ResearchWeekly SME interviews & workshops, several months
Key contributionBuilt the four-lens framework used to decide shared vs. discipline-specific design across 12 domains
Output16 role families · 12 domains · 15 workflow models · 29 application flows

Contributions

  • Ran weekly SME interviews and workshops over several months, across both healthcare and scientific laboratory disciplines
  • Built a four-lens analytical framework (Who, What, How, and Support) that doubled as the standing interview guide for the rest of the project
  • Mapped sixteen role families spanning bench work, clinical/scientific authority, leadership, and systems & support
  • Built a twelve-domain taxonomy across healthcare (4) and scientific (8) laboratory businesses
  • Modeled fifteen distinct workflow models and compared them stage-by-stage across four representative domains
  • Translated the framework into twenty-nine discipline-specific application flows, from order entry through quality & exceptions

Method

This was systems research: understanding a domain well enough to know what could safely be generalized. The framework came first, built from early SME conversations, then served as the interview guide for everything after, so every subsequent workshop was structured around the same four questions: who's doing this, what are they working with, how does the work actually happen, and what does the system need to do about it.

CLS needed to support laboratory disciplines that, on the surface, have almost nothing in common. A pathologist reading tissue under a microscope and an environmental chemist testing water samples don't look like the same job. But underneath the domain-specific vocabulary, both are moving material through receipt, processing, testing, interpretation, and reporting, with results that need to be traceable back to their source. The challenge was proving that structural similarity existed, and precisely enough to act on it, before any application design decision could be made with confidence.

Challenges

  • No existing framework for comparing laboratory disciplines that don't share vocabulary, regulatory context, or workflow shape on the surface.
  • Twelve domains, sixteen role families, and years of accumulated discipline-specific process knowledge to reconcile into one model.
  • Any "shared" design decision made too early, without evidence, risked forcing a genomics lab into a workflow built for pathology, or vice versa.

Constraints

  • One application, one design system, meant to serve both healthcare and scientific laboratories
  • SME time was limited to weekly sessions, spread across many disciplines over several months
  • Findings needed to be concrete enough to hand directly to product and engineering as design input
Interview Guide & Analytical Model

Before any discipline-specific research began, four lenses were established as the guide: the same four questions asked in every SME interview and workshop that followed, across every discipline, for months. Who is doing the work, what are they working with, how does the work happen, and what does the system need to support it.

WHO performs this activity?
WHAT objects are involved?
HOW does the work happen?
What SUPPORT does it need?
Who

Role

Which user/role performs this activity. That question was carried into every interview, answered in full once the roles were mapped (see Who Does the Work, below).

What

Objects & Entities

The core things the laboratory needs to track, and the relationships between them:

  • Source: Where the sample originates, such as a patient, environmental location, product, or other source.
  • Order / Request: What testing has been requested and why.
  • Sample / Specimen: The physical material being examined or tested.
  • Derivatives: Materials created from a sample during processing, such as aliquots, blocks, slides, extracts, or other derived samples.
  • Results: Data and observations generated through testing and analysis.
  • Reports: The interpreted and communicated outcome of the laboratory process.

What relationships and states matter as a sample moves through an object lifecycle:

Source Sample Derivative Result Report

and through operational states:

Collected Transported Received Processing Completed Stored Disposed
How

Process

What process the user is performing: the steps, decisions, handoffs, and exceptions. At the highest level, one process held across every discipline:

Order Collect / Receive Prepare Analyze Interpret Report

Workflows that recur throughout the lifecycle, rather than at a single point, were also identified:

  • Identification and labeling
  • Transportation and chain of custody
  • Storage and retrieval
  • Quality control and nonconformity
  • Add-on and reflex testing
  • Reference laboratory workflows
  • Disposal

The high-level process could often be shared while the activities underneath it differed significantly by discipline. Sample Preparation, for example, could mean aliquoting a blood sample, embedding and sectioning tissue, extracting DNA, or preparing an environmental sample for instrumental analysis.

Support

System Capabilities

What the system needs to provide: automation, validation, integrations, permissions, notifications, and traceability, among others.

  • Identity & Access: Users, roles, permissions, and authorization.
  • Configuration: Adapting workflows, terminology, rules, and application behavior.
  • Integration: Connecting instruments, external systems, applications, and services.
  • Security: Protecting laboratory and sensitive data.
  • Quality & Compliance: Supporting auditability, quality processes, and regulatory requirements.
  • System Administration: Maintaining and managing the application.
And importantly, for every activity

Is this shared across disciplines, or different, and what causes the difference? Is it the science, the workflow, the sample type, a regulation, the instrumentation, an organizational model, or another business rule? That question doesn't get answered in the abstract. It gets answered flow by flow, in the application flows below.

Role Mapping
Role families16
SourceWeekly SME interviews & workshops
SpansBench work through executive laboratory leadership

People, not screens, were the first lens, because what's shareable in an interface depends entirely on who's using it and what they're accountable for. Sixteen role families emerged across every domain, which I grouped into four functional categories:

Bench & Specialist

  • Laboratory Technician / Technologist
  • Specialist Technologist
  • Specimen / Accessioning Staff
  • Phlebotomist / Collection Staff

Clinical & Scientific Authority

  • Pathologist / Physician
  • Pathologists' Assistant
  • Scientist / Researcher
  • Clinical / Scientific Specialist
  • Bioinformatics / Data Scientist

Leadership & Quality

  • Laboratory Manager / Supervisor
  • Laboratory Director
  • Quality / Compliance

Systems & Support

  • Application / LIS Administrator
  • Systems / Integration Specialist
  • IT / Informatics Leadership
  • Administrative / Support Staff
Role FamilyWhat They DoExamples
Laboratory Technician / TechnologistPerforms routine specimen preparation, testing, instrument operation, QC, and result documentation according to established procedures.Lab Technician, Medical Laboratory Technician (MLT), Medical Laboratory Scientist/Technologist (MLS/MT)
Specialist TechnologistPerforms technically specialized laboratory work requiring domain-specific expertise.Histotechnologist, Cytotechnologist, Microbiology Technologist, Molecular Technologist, Cytogenetic Technologist
Pathologist / PhysicianProvides medical oversight, interprets laboratory findings, establishes diagnoses, and authorizes clinical reports where required.AP Pathologist, Clinical Pathologist, Hematopathologist, Molecular Pathologist
Pathologists' AssistantPerforms and documents gross examination, specimen dissection, tissue selection, and other AP activities under pathologist supervision.Pathologists' Assistant
Scientist / ResearcherDesigns and conducts experiments, develops methods, analyzes data, and interprets scientific findings.Scientist, Research Scientist, Molecular Biologist
Clinical / Scientific SpecialistProvides advanced interpretation and subject-matter expertise within a specialized testing domain.Clinical Scientist, Clinical Chemist, Clinical Microbiologist, Geneticist
Bioinformatics / Data ScientistProcesses, analyzes, interprets, and manages complex laboratory datasets, particularly genomic and other high-dimensional data.Bioinformatician, Computational Biologist, Variant Scientist
Quality / ComplianceManages laboratory quality systems, audits, nonconformances, documentation, accreditation, and regulatory compliance.Quality Manager, QA Specialist, Compliance Officer
Laboratory Manager / SupervisorOversees day-to-day laboratory operations, staffing, workload, resources, quality, and operational performance.Section Supervisor, Lab Manager, Operations Manager
Laboratory DirectorHolds overall scientific, clinical, regulatory, and/or operational responsibility for the laboratory.Laboratory Director, Medical Director, Scientific Director
Specimen / Accessioning StaffReceives, identifies, registers, labels, routes, tracks, and prepares specimens for laboratory workflows.Accessioner, Specimen Processor, Sample Coordinator
Phlebotomist / Collection StaffCollects patient specimens and ensures correct patient identification, labeling, and specimen handling.Phlebotomist, Collection Technician
Application / LIS AdministratorConfigures and maintains laboratory applications, users, workflows, rules, dictionaries, reports, and application-level integrations.LIS Administrator, LIMS Administrator, Application Analyst
Systems / Integration SpecialistMaintains technical infrastructure and interfaces connecting laboratory applications, instruments, middleware, EHRs, and other systems.Systems Administrator, Interface Analyst, Integration Engineer
IT / Informatics LeadershipDefines laboratory informatics architecture, governance, security, interoperability, and technology strategy.Laboratory Informatics Manager, IT Manager
Administrative / Support StaffSupports scheduling, documentation, billing, customer service, records, logistics, and other non-testing laboratory activities.Administrative Assistant, Client Services, Billing Specialist
Key discovery

The same functional categories (bench, authority, leadership, systems) recurred in every domain, even though the specific titles inside them didn't. That consistency is what made a shared permissions and role model possible in the first place.

Domain Taxonomy
View healthcare taxonomy ↗ View scientific taxonomy ↗
Domains mapped12
Healthcare4 domains
Scientific8 domains

The taxonomy splits into two businesses: four healthcare domains (Anatomic Pathology, Clinical Pathology, Genomics/Molecular Diagnostics, Reproductive Medicine/IVF) and eight scientific domains (Environmental, Pharmaceutical/Biopharmaceutical, Food & Beverage, Veterinary, Forensic Science, Agriculture, Research/Biotechnology, Industrial/Materials Testing). Each domain breaks down into sub-disciplines and methods, down to specific test types like NGS or PCR variants, giving the taxonomy enough resolution to actually drive design decisions rather than stay abstract.

A handful of methods, including Crossmatching and HLA Typing, sit at the intersection of multiple domains (Transfusion Medicine, Transplantation, Genomics), flagged directly in the taxonomy as shared. Those intersections were an early, concrete signal of where a shared interface pattern could work across otherwise distinct disciplines.

With roles and domains mapped, the next question was process: does the work follow the same shape across disciplines, or does it fundamentally diverge? Investigating how each discipline actually operates, their purpose, testing methods, samples, terminology, and major activities, came directly from the same weekly SME interviews and workshops used throughout this research, not from documentation alone. The output was a working library of fifteen laboratory workflow models, each one mapped to the specific specialties it applies to, with its own typical step sequence:

Library of Laboratory Workflow Models
Workflow ModelPrimarily Applies ToTypical Flow
1. Histopathology / Surgical PathologyHistopathology, Surgical Pathology
AccessionGrossingProcessingEmbeddingMicrotomyStainingSlide ReviewDiagnosisReportArchive
2. CytopathologyGYN Cytology, Non-GYN Cytology, FNA
AccessionSpecimen PreparationStainingScreening/ReviewPathologist ReviewDiagnosisReportArchive
3. Clinical LaboratoryChemistry, Hematology, Immunology, Urinalysis
Order/AccessionCollection/ReceiptPreparationAnalyzer/TestingQCResult ValidationReport
4. Clinical MicrobiologyBacteriology, Mycology, Mycobacteriology
AccessionSpecimen ProcessingCulture/InoculationIncubationDetection/IdentificationASTInterpretationReport
5. Molecular Diagnostics / PCRPCR, qPCR, RT-PCR, dPCR
AccessionSample PreparationNucleic Acid ExtractionAmplificationDetectionAnalysis/QCInterpretationReport
6. SequencingSanger, NGS, WES, WGS, RNA-seq
AccessionExtractionLibrary/Template PreparationSequencingQCBioinformaticsVariant InterpretationReport
7. CytogeneticsKaryotyping, FISH, CMA
AccessionSample Preparation/CultureAssayImaging/ScanningAnalysisInterpretationReport
8. Flow CytometryClinical/Research Flow Cytometry
AccessionCell PreparationAntibody StainingAcquisitionGating/AnalysisInterpretationReport
9. Transfusion MedicineBlood Bank
OrderPatient/Specimen IdentificationABO/RhAntibody ScreenComponent SelectionCrossmatchIssueTransfusionReaction Investigation
10. Transplant / HistocompatibilityHLA, antibody testing, transplant crossmatch
Donor/Recipient RegistrationSpecimenHLA/Antibody TestingCrossmatchCompatibility AssessmentClinical InterpretationReport
11. ToxicologyClinical/Forensic Toxicology
AccessionPreparationScreeningConfirmationQuantitationReview/InterpretationReport
12. IVF / EmbryologyAndrology, Embryology, IVF
Patient/CycleGamete CollectionPreparationFertilizationCultureAssessmentTransfer/CryopreservationOutcome Documentation
13. Environmental / Food / Industrial TestingEnvironmental, Food, Agriculture, Materials
Sample RegistrationChain of CustodyPreparationTest/AnalysisQCTechnical ReviewCertificate/ReportSample Disposal/Retention
14. Pharmaceutical QCPharma/Biopharma QC
Sample/Lot RegistrationSamplingPreparationTestingQCReviewApproval/ReleaseStability/Retention
15. Research / BiotechnologyResearch labs
Study/Experiment SetupSample RegistrationPreparationExperimental ProcedureData AcquisitionAnalysisReviewData/Result Storage

Four of these models (Transplant/Histocompatibility, IVF/Embryology, Pharmaceutical QC, and Research/Biotechnology) sit outside disciplines Clinisys applications currently support. That was a real gap in the original taxonomy, though not one this framework needs to solve: it only matters if Clinisys builds or acquires into those disciplines, and until then it doesn't change how the framework applies to the businesses it serves today.

Comparing those fifteen models stage by stage, across four representative domains, made the shared-versus-specific pattern explicit. The same nineteen stages run through every discipline; what changes is the vocabulary, the artifacts, and where the emphasis sits.

Comparison Chart
Workflow AreaAnatomic PathologyClinical PathologyGenomicsScientific
Request / OrderPatient case / pathology procedure initiates workPatient test order initiates workTest/assay request initiates work; may include clinical or research contextRequest may be tied to customer, project, study, sample, batch, or method
CollectionOften occurs as part of a clinical procedure; tissue/cells collectedCommon and patient-centric; blood, urine, swabs, body fluids, etc.Clinical or research sample collection; requirements depend on molecular assayCan be field, production, facility, or laboratory collection; sampling context can be significant
TransportTissue/specimens, blocks, or slides may move between locations/labsPatient specimens frequently transported to lab/reference labSamples/extracts may require controlled transportSamples may require shipment tracking, preservation, chain of custody, and transport-condition documentation
ReceivingAccession specimen and associate it with patient/caseAccession and match specimen to patient/orderAccession sample and associate with request/assayReceive sample and associate with request/customer/project/study
Processing / Preparation
Grossingfixationtissue processingembeddingsectioningstaining
Centrifugeseparatealiquotdilute / other preparation
Extractionquantification/QCnormalizationassay/library preparation
Method-dependent:
weighhomogenizeextractdigestfilterdiluteculture, etc.
Derived Material
Specimencassetteblockslide
Specimen may remain the same or create aliquots/derivatives
Sampleextractlibrarypool
Sample may create aliquots, extracts, digests, cultures, or other preparations
Testing / ExecutionMicroscopy plus ancillary testing such as stains/IHC/ISHAutomated analyzer or manual testingPCR, molecular assays, sequencingAnalytical method / experiment; instrument or manual
How Work Is GroupedCase, processor/stain runTest, analyzer rack/batchPlate, assay, pool, sequencing runMethod, batch, run, worklist
Raw OutputMorphology / image / observationInstrument measurement or manual resultSignals, reads, sequence/run dataMeasurements, observations, analytical data
QCTissue, section, and stain qualityControls, calibration, analyzer/test QCMultiple QC points: extraction, library, assay/run, sequence/dataControls, blanks, standards, system suitability, method/batch QC
AnalysisMorphologic assessment and correlationCalculations, reference ranges, flags, rulesBioinformatics / computational analysisQuantitation, calculations, statistics, data analysis
Interpretation / ReviewPathologist diagnosis is centralTechnical validation; clinical interpretation when requiredScientific/clinical interpretation of molecular findings is centralScientific/technical review; interpretation depends on purpose of testing
ResultDiagnosis / findingsPatient test resultMolecular/genomic finding + interpretationAnalytical result, determination, or conclusion
ReportingDiagnostic report; narrative + structured contentOften structured results released directly to downstream clinical systemsStructured findings + interpretive report/dataCOA, analytical report, study result, dataset, or customer/regulatory output
Corrections After ReleaseAddendum / amended reportCorrected resultAmended report / reinterpretationRevised/corrected result or report
StorageTissue, blocks, and slidesSpecimens and aliquotsSamples, extracts, libraries, and dataSamples, preparations, extracts, materials, and data
Retrieval / ReuseReview, recut, additional stains/testingAdd-on or repeat testingRetest, rerun, reanalysisRetest, investigation, additional analysis
DisposalTissue/material disposal according to retention requirementsSpecimen/biohazard disposalSample/material disposal according to applicable requirementsMaterial-specific disposal and regulatory requirements
Traceability Emphasis
Patientcasespecimencassetteblockslide
Patientorderspecimentestresult
Samplederivativesrundatafinding
Sample/materialpreparationmethod/batch/runresult
Key discovery

The last row makes the pattern explicit: every domain traces the same underlying question (where did this come from, and what happened to it) through a completely different vocabulary. That's the shared spine the whole framework was built to protect, discipline-specific nouns and all.

Translating that model into interface behavior produced twenty-nine application flows spanning nine workflow stages, each one deciding, concretely, what's shared and what's discipline-specific. Each stage below shows one representative flow: click any thumbnail to page through every variant.

Workflow diagram legend

Legend

Conventions used across every workflow diagram below: Start, User actions, System actions, decisions, physical/scientific activities, and status hand-offs. Click any diagram to enlarge.

Order entry flow, Healthcare Request submission flow, Scientific

1. Order Entry

  • Order Entry · Healthcare
  • Request / Work Submission · Scientific
Collection flow, shared across domains Scheduled collection flow, shared across domains

2. Collection

  • Collection · Shared Where Applicable
  • Scheduled Collection · Shared Where Applicable
Transport out flow, shared across domains Transport in / shipment receipt flow, shared across domains External result/report receipt flow, shared across domains Specimen/sample receiving flow, all domains

3. Transport & Receiving

  • Transport Out · Shared
  • Transport In / Shipment Receipt · Shared
  • External Result / Report Receipt · Shared
  • Specimen / Sample Receiving · All
Specimen processing flow, Anatomic Pathology Specimen processing flow, Clinical Pathology Sample processing flow, Genomics/Molecular Sample processing flow, Scientific

4. Specimen / Sample Processing

  • Specimen Processing · Anatomic Pathology
  • Specimen Processing · Clinical Pathology
  • Sample Processing · Genomics / Molecular
  • Sample Processing · Scientific
Examination/testing flow, Anatomic Pathology Testing flow, Clinical Pathology Testing flow, Genomics/Molecular Testing/measurement flow, Scientific

5. Examination / Testing

  • Examination / Testing · Anatomic Pathology
  • Testing · Clinical Pathology
  • Testing · Genomics / Molecular
  • Testing / Measurement · Scientific
Diagnosis/interpretation flow, Anatomic Pathology Result validation/interpretation flow, Clinical Pathology Data analysis/interpretation flow, Genomics/Molecular Data analysis/interpretation flow, Scientific

6. Diagnosis / Interpretation & Data Analysis

  • Diagnosis / Interpretation · Anatomic Pathology
  • Result Validation & Interpretation · Clinical Pathology
  • Data Analysis & Interpretation · Genomics / Molecular
  • Data Analysis & Interpretation · Scientific
Report generation, review, and distribution flow, shared across domains Corrected/amended result report flow, shared across domains

7. Reporting

  • Report Generation, Review & Distribution · Shared
  • Corrected / Amended Result or Report · Shared
Material storage flow, shared across domains Material retrieval/movement flow, shared across domains Material disposal flow, shared across domains

8. Storage & Disposal

  • Material Storage · Shared
  • Material Retrieval / Movement · Shared
  • Material Disposal · Shared
Quality control/nonconformity flow, shared across domains Critical result notification flow, Healthcare Reflex testing flow, Healthcare and Genomics Additional/add-on testing flow, shared across domains

9. Quality & Exceptions

  • Quality Control / Nonconformity · Shared
  • Critical Result Notification · Healthcare
  • Reflex Testing · Healthcare / Genomics
  • Additional / Add-On Testing · Shared Where Applicable
System Capabilities
Capability areas6
SourceThe framework's fourth lens

The fourth lens asks what the system needs to provide, independent of who's using it, what it touches, or how the work happens: automation, validation, integrations, permissions, notifications, and traceability, among others. Six capability areas came out of that lens:

Identity & Access

Users, roles, permissions, and authorization.

Configuration

Adapting workflows, terminology, rules, and application behavior.

Integration

Connecting instruments, external systems, applications, and services.

Security

Protecting laboratory and sensitive data.

Quality & Compliance

Supporting auditability, quality processes, and regulatory requirements.

System Administration

Maintaining and managing the application.

Key discovery

UX and product team members each had deep expertise in their own discipline, but little visibility into how other disciplines worked, so capability needs like permissions, configuration, and integrations were often assumed to be discipline-specific by default. That gap showed up concretely in CLS, originally built for scientific disciplines: extending it into healthcare kept surfacing capability gaps that scientific-only design hadn't anticipated, and engineering was frequently looped in only after those gaps caused rework, sometimes requiring a project to restart. Publishing the capabilities research broadly, shared through the team's SharePoint, helped close that visibility gap; the artifacts occasionally turned up in other teams' own presentations.

The framework became the team's standing reference for evaluating shared-versus-specific design decisions going forward, and the twenty-nine application flows gave product and engineering a concrete, discipline-by-discipline starting point for translating that model into CLS's interface behavior, rather than relitigating the shared-vs-specific question from scratch for every new laboratory domain the platform takes on.

DeliveryFramework & 29 application flows delivered to product & engineering
StatusActively in use for Clinical Microbiology and Clinical Pathology work, the two domains built out so far. Broader adoption hasn't been tested since no other domain has needed it yet, though the framework remains accessible to the wider team.
ReuseFramework structured to extend to additional domains without a rebuild

Shared versus discipline-specific was never decided at the level of a whole workflow. It was decided flow by flow, sometimes step by step within a single flow. Testing and interpretation diverge sharply by discipline, because that's where the domain expertise actually lives. Collection, reporting, and storage converge, because the underlying operations (receive it, document it, release it, keep it) don't actually depend on what "it" is. The framework's job was to make that distinction legible and repeatable, rather than left to case-by-case debate every time a new domain came up.

This project sits apart from CLS's other case studies: the deliverable wasn't a screen or a prototype, it was a way of thinking that made every subsequent screen decision faster and more defensible. Twelve laboratory domains, sixteen role families, and fifteen workflow models don't reduce to a single interface by accident or by intuition. They reduce to one by first proving, rigorously, where they actually agree.

The most important output wasn't any individual artifact above. It was a repeatable four-lens method for asking "is this shared or specific?" and answering it with evidence instead of assumption, a method built to extend to the next laboratory domain CLS takes on, not just the twelve mapped here.