Chromatography Lab Equipment - Touchscreen UI, Tablet & Mobile Design

Created an intuitive touchscreen & mobile experience for this device. This helped the lab workers monitor their work more efficiently and gave them the ability to make adjustments faster and more accurately.

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Role

UX Strategist

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Process

Foundational Knowledge

Concepts

Usability Evaluation

Interaction Design

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Tools

Whiteboard

Paper & Pencil

Omnigraffle

Keynote

GOAL

Create a touchscreen experience to replace the front panel buttons and display on the chromatography lab equipment. Allow the user access to the equipment using a mobile device or tablet.

FOUNDATIONAL KNOWLEDGE

This is the first step to creating a compelling UI. It is essential to understand what the product offers, it’s roadmap, business drivers, competition, and users. Services provided for this project included: Heuristic Analysis, Stakeholder Interviews, User Research, Observations, User Interviews & Competitive Analysis.

 

OBSERVATIONS & CUSTOMER INTERVIEWS

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  • Observed key tasks and scenarios:

    • GC instrument front panel interaction

    • GC data system software use 

  • One-on-one discussions with:

    • Lab analysts

    • Analytical chemists

    • Lab technicians

    • Technical specialists

    • Technical managers

    • Lab managers

  • Topics discussed with participants

    • Overall satisfaction

      • GC front panel use

      • Candid feedback on data system software

        • Creating and editing methods

        • Configuring instruments

        • Creating sequences

        • GC runs

        • Data analysis

    • Maintenance

    • Touchscreen and iPad uses in the lab

 
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OBSERVATION & INTERVIEW FINDINGS

  • Different versions of software are inconsistent and frustrating

  • Configuration mismatches between software and instrument

  • Insufficient feedback for errors (split valve stuck, tray not compatible)

  • Software learning curve is too high (too many options, not sure what some settings do)

  • Software layout is not intuitive (users could not find some features)

  • Critical information is not being displayed during experiments

  • Data analysis can be improved

    • Changing the layout and manipulating data on reports is difficult

    • Would like the option to preview a report before running it

    • Need an easier way to compare two chromatograms 

    • Would like the ability to add notes/annotations to a chromatogram “word and paint is used”

 

CONCEPTS

Based on a products needs and a defined set of experience priorities, concepts are developed around task flow, navigation, and screen layout. The concepts cover the primary use cases so that we can see how the system will behave at a macro level. Services provided for this project included: creating a Mind Map of all features, creating a Feature Matrix to compare functionality between the equipment touchscreen, tablet, and mobile device and multiple rounds of Concept Wireframes.

 
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DESIGN OBJECTIVES

  • Make the lab equipment UI more helpful in the overall process

    • Not just about configuration methods and running samples, but contributing toward solving problems

    • Reduce and simplify workflow steps

    • Eliminate fighting among users, instrument, software, and stored methods

    • Appear “aware” of other instruments, configurations (master database), and upstream/downstream data systems

    • Smartly detect deviations from known standards, provide notifications

  • Reduce the need for outside software when running experiments

    • Leverage touchscreen interaction to navigate system and design methods 

    • Enable “quick” method creation for easier tests

    • Allow access to almost all features of the desktop software, directly on the instrument

    • Create visual experience for diagnostics and maintenance on unit (schematic view, etc.)

    • PC software should be used for highly complex methods and configuration management

  • Re-define the experiment run time experience

    • Broader reach, not necessarily at the instrument

    • Enable simple adjustments to methods with a few clicks (for most-common adjustments)

    • Provide more visibility into worklist (processing, sequencing, overall run progress)

    • Allow user to interact with chromatogram in result preview, save results, & make live adjustments to method

    • Ensure highly visible status (mood lights from across the room)

    • Use mobile notification for status, alerts, proactive notices of availability, & maintenance windows

 
 

FEATURE MIND MAP

 

FEATURE MATRIX (Comparing Current Desktop Software to Future Touchscreen & Tablet Features)

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CONCEPT WIREFRAME SAMPLES

Equipment Touchscreen - View Status

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Equipment Touchscreen - Select Method

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Equipment Touchscreen - Edit Method

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Tablet - View Status

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Tablet - Select Method

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Mobile - View Status

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USABILITY EVALUATION

Having users validate the product while in the design stage will help vet any key decisions made before effort is spent on the final designs. From informal feedback sessions with customers and stakeholders, to formal testing across wide demographics , we can identify sources of confusion, measure task times and judge how users respond to layout and navigation. Services provided for this project included: sharing the concepts in User Feedback Sessions.

 

USER FEEDBACK SESSIONS

  • One-on-one discussions with:

    • Lab analysts

    • Analytic chemists

    • Lab technicians

    • Technical managers

    • Lab managers

  • Topics discussed:

    • Workflows using different form factors (GC touch screen, tablet, smart phone, & desktop web browser)

    • GC & run status

    • Method selection, grouping, & editing

    • Sequence editing

    • Maintenance

    • Visual design preferences

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KEY FINDINGS

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FAVORITE CONCEPTS

 

OUR RECOMMENDATIONS

  • Provide a single platform with a unified user experience and centralized data. ChemStation, OpenLab, new UIs have to feel as one.

  • Definitely include touchscreen for GC(only one user showed preference for “classic” button controls)

  • Provide a connected phone app with notifications

  • Provide a native or web-based app for tablet use

  • Enhance desktop software - Provide full functionality with same user experience as GC touch screen. Must have data analysis.

INTERACTION DESIGN

This stage is where the concepts become reality. While adhering to technical restraints, ISO and industry-specific guidelines an experience is crafted which is both usable and complaint. All features and functionality will be documented in detailed wireframes that help ease the transition from product definition to development. Services provided for this project included: Detailed Design Wireframes

 

DETAILED DESIGN WIREFRAMES

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Touchscreen - Wireframe Samples

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Tablet Wireframe Sample

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Mobile Wireframe Sample

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