PATHCORE, 2023

Streamlining the upload process for complex image files

The Team
CEO (acting as Product Manager)
3 Engineers
Customer Support Specialist
Myself (Product Designer)
My Role
Product Scoping
Conceptualization
Design
Dev Hand-off
Duration
4 months
CONTEXT

About the product

PathcoreFlow is a browser-based image software used by pathologists to view, analyze, and manage data from whole slide images (WSI). These images are produced by specialized scanners that take multiple scans of a glass slide at different magnifications, resulting in a file containing several images packaged together. As a result, they are much more complex than typical .JPEGs or .PNGs and need to be handled differently.

The process of obtaining and using whole slide images (digital slides)
THE PROBLEM

Pathologists need access to their files quickly and reliably

In order to be able to open these images, pathologists must upload the files from their local computer into PathcoreFlow. The problem was that both methods Pathcore provided to do this were slow and unreliable:

  • the desktop method required a legacy product with IT restrictions and limited updates
  • the web browser method often resulted in failed or stalled uploads

When uploads inevitably failed, it also was not possible to restart them as the user was not notified of the failure; the software only displayed notifications for files successfully uploaded (shown below). Needless to say, the inefficient file upload process became a major bottleneck in pathologists’ workflows.

Existing UI for the browser upload method
DESIGN EXPLORATION

Project goals

During discussions with the team, it was clear that users preferred the method of uploading via the browser (albeit frustrating). This understanding was what shaped the below project goals, which were later used to validate the chosen solution.

Increase Resilience
Uploads should remain stable and not abruptly fail due to internet interruptions. Browser should support >100 simultaneous file uploads.
Leverage Automation
The software should automate multi-file uploads to reduce workflow friction (previously, multi-file image formats had be manually packaged before uploading).
Support Queuing & Prioritization
Pathologists should be able to monitor status, pause or restart uploads, and prioritize the order in which files are uploaded.

The challenge of multi-file image formats

A major challenge I faced when iterating the designs was figuring out how to address multi-file image formats. These are complex matrices of files and folders (shown below), and the former way of dealing with them required users to manually package them in a .ZIP or .TAR prior to uploading.

To reduce friction and achieve the goal of leveraging automation, I worked closely with the engineering team to come up with a solution that would allow users to drag and drop individual files and folders directly into the browser without the need to package them first.

Hierarchy of various multi-file image formats

I came up with dozens of concepts to bring the solution to life, and each iteration teased out more of the problem space. The initial approach was to provide a suggested file grouping based on what was dragged and dropped, then prompt the user to confirm or reject the group. While the intent was positive (to prevent incomplete files from being uploaded), forcing the user to take action conflicted with the ultimate goal of streamlining the workflow.

Instead, the chosen solution involved a software validation check which auto-detected partial files with a suggestion for the user to review their files before uploading. This way, the user isn’t required to take action and is also given the necessary context for any detected errors post-upload.

Chosen solution for automating multi-file uploads, with error-detection
IMPACT

Exceeding the project goals

In addition to meeting all project goals, the redesign positively supported the business by removing technical debt (as development work could be offloaded from the legacy product) and promoting better product alignment as a browser-based product.

Browser upload feature before and after the redesign