Document Evolution

A UX Workflow Case Study


Design a cloud app which would enable bench scientists to move their traditional paper lab notes and protocols into a collaborative environment online.

Working name Document Evolution, this project would be realized in the Thermo Fisher Scientific Cloud as DocConnect.



Working with data scientists and the content teams, I designed a solution for scrapbooking lab notes, protocols, and manual instructions.

Initial Meeting

I was invited to a team off-site where the content team was trying to figure out what would be a competitive next step for their department in the upcoming year.

Looking at what the moderators were describing, I quickly drew an idea for the app that would be Document Evolution.

UX Interviews & Flows

I interviewed stakeholders to understand the scope and flow of bench scientists. ¬†Exploring how Thermo could transform lab collaboration, I “design-thinked” concepts and mapped descriptions into user flows.

Lo-Fi Wires

From the design-think artifacts, I drew lo-fi wires. Once core screens and states were rendered, I went back to the same stakeholders and presented them in the form of a talk-aloud.


Hi-Fi Prototype

Once we acquired internal funding, we started to plan moderated usability testing.

With revised wires in hand, I started to build out a full scale Hi-Fi prototype with pure HTML, CSS, and pure JS.

Usability Testing

I created testing scripts and completed the prototype while on a corporate trip to Shanghai.

From within the viewing booth during the testing, I updated the prototype in realtime to accommodate new issues and scenarios that were revealed or suggested by the users.

Document Delivery

In a post-mortem, I complied what we learned into wires and published them on our UX server so our development team could refer to them from a single access point.

Working with the business analyst, I made sure each page had the corresponding Jira ticket number referenced in the Axure wires (so they could use the browser find functionality to drill down to their current ticket.)

Live in Production

I handed off my designs to the Cloud development team and, working with their assigned UXr’s, they were off running!