Back to case studies

Defining the vision for complex automation software

Turning manufacturing-style workflows into a clear, compelling product vision
Workflow
B2B
SaaS
2
mins read

Automata needed to communicate the value of a complex software platform supporting its laboratory automation hardware. A focused product vision and UI design delivered a sales-ready asset and a clear path toward delivery.

The context

Automata is a laboratory automation company providing robotic solutions to the life sciences industry. Their hardware enables scientists to run tests faster and more accurately by automating repetitive, manual laboratory tasks.

Following significant growth - including partnering with the NHS during the COVID-19 pandemic to deliver diagnostic testing at pace - Automata entered a new phase of evolution. Alongside their physical automation offering, they began shaping a new software product to support and extend the value of their hardware.

The problem

Automata needed a clear way to communicate the value of a complex new software product to the market.

  1. A complex proposition to explain: The software introduced advanced concepts such as digital twins, workflow simulation, and no-code automation - difficult to articulate without a tangible experience.
  2. Vision still forming: Internally, there were strong ideas about the product’s direction, but no shared, visual articulation of how it would work or why it mattered.
  3. Sales and market readiness: The team needed a compelling asset to generate excitement, support conversations, and clearly demonstrate the product’s potential before full delivery.

The result

Automata gained a clear, compelling way to communicate their software vision and differentiate their offering in the market.

  • A tangible product vision, clearly demonstrating how the software speeds up testing, reduces manual intervention, and improves laboratory efficiency.
  • Stronger internal alignment, creating shared clarity around the product’s direction and future potential.
  • A sales-focused visual asset, enabling the team to confidently explain the product’s value and generate market excitement.
  • A solid foundation for delivery, with UI patterns and components ready to support the next phase of research and build.

The result was confidence in how Automata’s software would power the next generation of smart laboratories.


$50m

Series B funding

10

Weeks from kick off to delivery

You folks really came through for us on such a complex product in an extremely limited time. The team is so pleased and psyched about where we are headed with our product!

Pantea Razzaghi
Head of Design at Automata

The approach

Our approach combined stakeholder insight, rapid definition, and modular UI design to bring Automata’s software vision to life as a compelling, market-ready asset.

  • Stakeholder interviews to capture internal thinking, align on the product’s direction, and understand how the team envisioned the software supporting laboratory automation.
  • Vision definition focused on the software’s core value: speeding up testing, reducing manual intervention, and enabling scientists to simulate and optimise workflows through digital twins.
  • UX/UI design of key workflows, showing how scientists could configure instruments, build virtual workbenches, and visualise test processes in a no-code, intuitive environment.
  • Design of a clean, modular drag-and-drop system, making complex automation workflows feel approachable and easy to assemble.
  • Creation of an extensible design system, establishing reusable components and UI patterns to support future research and product delivery.

We've improved over 50 B2B products, and counting...

See our work

UX research to increase user engagement for leading London university

Edtech
4
mins read
Read blog

Scalable design for the UK’s leading EV charging manufacturer

EV Charging
B2B
SaaS
2
mins read
Read blog

Reworking a business critical retail tool with User Centred UX/UI design

B2B
Finance
Workflow
2
mins read
Read blog

Enhancing the User Interface for a national bank’s back office system

Finance
B2B
Business critical tool
2
mins read
Read blog

UX audit for an HR & Payroll SaaS Platform

Human Resources
B2B
SaaS
2
mins read
Read blog

Video learning platform

Edtech
B2B
SaaS
1
mins read
Read blog

Utilising User Experience analytics in an AI tool to combat workplace bias

Human Resources
B2B
SaaS
3
mins read
Read blog

Boosting end-user experience in an existing cyber security SaaS product

Risk & Compliance
B2B
SaaS
3
mins read
Read blog

Improving a financial data SaaS tool through UX optimisation

Data & Intelligence
B2B
SaaS
2
mins read
Read blog

Your product, solved.

From problem definition to shipped solution, get embedded expertise when it matters most.
Book a call