ERP for Laboratory Services
Enterprise platform that connects multiple lab process in one system.
Year
2026
Type
Enterprise Platform
Service
UI/UX Design
Project Overview
Catalyst is an enterprise resource planning platform built for laboratory services, connecting the full journey from first sales contact to accredited certificate.
In this work showcase, I designed two of its most demanding flows: Leads Management, where sales teams capture and move prospects through the pipeline without losing context, and Certificate Issuance, where labs assemble detail-critical documents with every result, method, and signatory kept exact.
The goal throughout was to turn dense, high-stakes lab operations into clear, guided views where the whole story lives in one place.
Key Challenge
Laboratory teams were working across scattered spreadsheets and disconnected tools, with no reliable way to see where a deal stood or who changed what on a certificate.
On the sales side, customer details, service interests, and follow-up history lived in separate places, making it slow to act and easy to let opportunities slip.
On the certificate side, a single wrong result, method reference, or recipient can invalidate an accredited document, yet teams often had no dependable trail of edits.
The challenge was to bring both heavily structured flows into one clear system without overwhelming the people using them daily.
My Solution
- Designed a dual Pipeline and List view for leads, so teams can drag prospects across stages (New, Active, On Hold, Closed Won, Closed Lost) with revenue totals per column, or switch to fast sorting and filtering across the full database
- Built detailed lead profiles that tie together linked customer data, tax information, service interests, and a running activity timeline, keeping context intact through every handoff
- Created a structured certificate builder that pulls analysis parameters, results, units, methods, and templates into one setup view, with granular page placement and legal-note controls so each parameter maps to the right page
- Added a Version History with side-by-side comparison that highlights every change down to the field, with the option to restore an entire version or just specific sections
Presented anonymously with illustrative data to respect client confidentiality.
ERP for Laboratory Services
Enterprise platform that connects multiple lab process in one system.
Year
2026
Type
Enterprise Platform
Service
UI/UX Design
Project Overview
Catalyst is an enterprise resource planning platform built for laboratory services, connecting the full journey from first sales contact to accredited certificate.
In this work showcase, I designed two of its most demanding flows: Leads Management, where sales teams capture and move prospects through the pipeline without losing context, and Certificate Issuance, where labs assemble detail-critical documents with every result, method, and signatory kept exact.
The goal throughout was to turn dense, high-stakes lab operations into clear, guided views where the whole story lives in one place.
Key Challenge
Laboratory teams were working across scattered spreadsheets and disconnected tools, with no reliable way to see where a deal stood or who changed what on a certificate.
On the sales side, customer details, service interests, and follow-up history lived in separate places, making it slow to act and easy to let opportunities slip.
On the certificate side, a single wrong result, method reference, or recipient can invalidate an accredited document, yet teams often had no dependable trail of edits.
The challenge was to bring both heavily structured flows into one clear system without overwhelming the people using them daily.
My Solution
- Designed a dual Pipeline and List view for leads, so teams can drag prospects across stages (New, Active, On Hold, Closed Won, Closed Lost) with revenue totals per column, or switch to fast sorting and filtering across the full database
- Built detailed lead profiles that tie together linked customer data, tax information, service interests, and a running activity timeline, keeping context intact through every handoff
- Created a structured certificate builder that pulls analysis parameters, results, units, methods, and templates into one setup view, with granular page placement and legal-note controls so each parameter maps to the right page
- Added a Version History with side-by-side comparison that highlights every change down to the field, with the option to restore an entire version or just specific sections
Presented anonymously with illustrative data to respect client confidentiality.
ERP for Laboratory Services
Enterprise platform that connects multiple lab process in one system.
Year
2026
Type
Enterprise Platform
Service
UI/UX Design
Project Overview
Catalyst is an enterprise resource planning platform built for laboratory services, connecting the full journey from first sales contact to accredited certificate.
In this work showcase, I designed two of its most demanding flows: Leads Management, where sales teams capture and move prospects through the pipeline without losing context, and Certificate Issuance, where labs assemble detail-critical documents with every result, method, and signatory kept exact.
The goal throughout was to turn dense, high-stakes lab operations into clear, guided views where the whole story lives in one place.
Key Challenge
Laboratory teams were working across scattered spreadsheets and disconnected tools, with no reliable way to see where a deal stood or who changed what on a certificate.
On the sales side, customer details, service interests, and follow-up history lived in separate places, making it slow to act and easy to let opportunities slip.
On the certificate side, a single wrong result, method reference, or recipient can invalidate an accredited document, yet teams often had no dependable trail of edits.
The challenge was to bring both heavily structured flows into one clear system without overwhelming the people using them daily.
My Solution
- Designed a dual Pipeline and List view for leads, so teams can drag prospects across stages (New, Active, On Hold, Closed Won, Closed Lost) with revenue totals per column, or switch to fast sorting and filtering across the full database
- Built detailed lead profiles that tie together linked customer data, tax information, service interests, and a running activity timeline, keeping context intact through every handoff
- Created a structured certificate builder that pulls analysis parameters, results, units, methods, and templates into one setup view, with granular page placement and legal-note controls so each parameter maps to the right page
- Added a Version History with side-by-side comparison that highlights every change down to the field, with the option to restore an entire version or just specific sections
Presented anonymously with illustrative data to respect client confidentiality.