Modernizing Scientific Software Through Product Design Strategy

Product design strategy for modernizing an enterprise scientific software platform around research workflows.

RoleProduct Design Strategy & UX Leadership
OrganizationGlobal scientific instrumentation company
FocusWorkflow-Centered Platform Modernization
Product Design Strategy Platform Modernization Organizational Alignment

A materials-science software ecosystem built over nearly two decades had become a business risk: its structure reflected the instruments it controlled rather than the research its customers were doing. Scientists had to use the software to run their instruments — which masked how poorly it supported their actual workflows.

I led product design strategy for the modernization, shaping a platform direction organized around research workflows rather than instruments and translating it into models, principles, and decision frameworks teams could use across planning and delivery.

Left to accumulate, that structure produced consequences across the product line:

  • Experiences organized around instruments rather than researcher goals
  • Inconsistent interaction patterns across applications
  • Overlapping functionality and duplicated effort
  • Deep, nonstandard navigation that buried common actions and relied on learned conventions
  • Limited scalability for future capabilities

The challenge was not redesigning software — it was defining a modernization strategy without disrupting the workflows scientists depended on every day.

The platform was organized around instruments. Its customers were not. Each instrument ran in its own desktop environment, producing isolated experiments, fragmented data, and no practical path to collaboration. Scientists manually transposed results into their own datasets to perform the cross-experiment analysis their work actually required.

I recognized that mismatch and used it to reframe the challenge from improving individual applications to reconsidering the platform’s organizing principle.

Instrument-Centric Workflow

Instrument A
↕
Application A
↓
Single Dataset
↓
Scientist A
Instrument B
↕
Application B
↓
Single Dataset
↓
Scientist B
Instrument C
↕
Application C
↓
Single Dataset
↓
Scientist C

Cross-experiment analysis often required manually collecting, curating, and organizing data outside the system

Research workflows were tightly coupled to individual instruments and desktop applications. Comparing or aggregating results across experiments required manual export and local workarounds — the platform was not built for collaboration.

Beneath the surface, researchers followed a more consistent structure that mirrored the scientific method: planning experiments, running analyses, interpreting results, managing studies, and sharing insights. The instruments enabled parts of that process, but they were not the organizing principle for the work as a whole.

I proposed a product design model centered on those research activities rather than on individual instruments — a change to the experience’s organizing principle, not just its feature set. The vision included reusable test templates, consistent cross-sample analysis, and a foundation for carefully governed algorithmic assistance.

A generalized model of how scientific research actually proceeds

Hypothesis
Input
Design project plan
Prep samples, instrument
→
Action
Execute experimental runs
Monitor experimental runs
→
Output
Analyze experiment results
Communicate experiment results
Decision

The workflow model gave teams a shared language for platform planning. They used it to prioritize work and align on what the modernization was actually for.

The direction needed to survive contact with hundreds of individual decisions across teams and products. I translated it into principles teams could apply consistently:

Share what should be shared

Experiments, data, templates, and reporting belong to the researcher, not to a single instrument application. Consolidate where it supports the workflow — and deliberately leave separate what genuinely differs.

Don’t disrupt mission-critical work

Scientists depend on these systems every day. Modernization had to be sequenced so that reorganizing the platform never put working laboratory operations at risk — a constraint on pace, not on ambition.

A Shared Platform Centered on Researchers

Scientist A
Scientist B
Scientist C
↔

Shared Research Platform

Experiments
Data
Templates
Workflows
Analysis
Reporting
↔
Instrument X
Instrument Y

Designed to replace instrument-specific silos with a single shared research environment.

A platform direction only matters if the organization can act on it. I brought the workflow model into roadmap planning and stakeholder reviews — not as a design reference, but as a shared tool for evaluating priorities and tradeoffs. That changed the unit of discussion: teams had been prioritizing feature requests without a common basis for comparison. The model gave them one.

  • Evaluate proposed investments against researcher needs rather than the loudest internal request
  • Identify where to consolidate redundant work — and where consolidation would not pay off
  • Connect customer needs to business objectives in terms both sides recognized

Because the platform ran mission-critical laboratory operations, sequencing decisions — what to reorganize first, what to leave stable — were as consequential as the vision itself, and they were made against the same shared model.

As modernization expanded, inconsistency became a delivery risk — every team solving the same problems independently was a tax on throughput. I initiated and led the design-system effort: reusable components, interaction patterns, shared principles, and governance that shifted recurring design decisions from one-off project work into shared infrastructure.

Strategy is only credible if it changes what gets built. Translating the workflow-centered principle into interaction design meant replacing deeply nested menus with context-sensitive controls. When a scientist selected an object, the interface surfaced the operations relevant to that object in a contextual right rail.

Representative example

14 actions → 3 actions

Changing a plot-line color previously required navigating nested menus and dialogs to reach the relevant control. With context-sensitive controls, selecting the line surfaced its related controls directly, reducing the task to three actions. The improvement came from restructuring access to the capability — not from removing it.

Early testing validated the direction and exposed gaps. Stakeholders wanted to lock scope and move into delivery; I pushed for testing before implementation. That validation helped refine the model rather than carry legacy complexity into the new platform.

Achieved

  • Established user-centered research and validation practices within the product organization
  • Created a shared workflow framework that informed roadmap prioritization and investment discussions
  • Built a scalable enterprise design system and the governance to sustain it

Validated

Tested with users

  • Reduced a routine analysis task from 14 actions to 3 by reorganizing controls around the object in use
  • Testing confirmed the workflow-centered model was easier to navigate and identified gaps that needed refinement before implementation

Intended

Direction set; realization ongoing

  • A platform organized around how scientists work rather than how instruments are built
  • A shared research environment enabling collaboration the legacy platform made impossible