Twist Bioscience Marshal Node Graph Editor

Introduction

Marshal is an existing application used by the R&D team to create workflows that define how laboratory instruments interact with each other. The backend system communicates with instruments by providing source and destination locations, along with the instructions required for processes such as hit picking.

While Marshal was built around a node-based workflow structure, the existing frontend did not support this interaction model, making it difficult for users to understand and manage complex workflows. Users struggled with navigating the application, visualizing relationships between processes, and efficiently creating and editing workflows.

I was tasked with improving the overall user experience by redesigning the interface and building a node graph editor that better represented how users think about and configure workflows.

Due to limited development resources, I took ownership of the entire design process, including user research, UX/UI design, user testing, and frontend development. I utilized modern development tools, including Cursor AI, to help bridge the gap between design and implementation and accelerate the development process.

Role

UX/UI Design

User Research

Interactive Design

Frontend Development

Research

Process:
I began by shadowing members of the R&D team to understand how each user interacted with Marshal and identify challenges within their existing workflows. This helped me understand the different user perspectives and the complexity of the processes being managed within the application. Following these observations, I facilitated three roundtable sessions where users could discuss pain points, share their workflows, and prioritize the improvements that would have the greatest impact. During these sessions, I created quick digital layouts and prototypes to validate ideas in real time and understand which solutions resonated most with users.

Insights: 
The research revealed several key opportunities for improvement:

1. Improved Navigation: The home page needed better search and filtering capabilities, along with quick actions directly from the workflow list to help users find and manage projects more efficiently.
2. Visual Workflow Creation: The Transform section needed to become a true node graph editor, allowing users to visually build workflows, configure ports, and define operations.
3. Instrument Visualization: Method layouts needed a visual representation of the instrument deck, allowing users to see plates and tubes, assign ports created in the node graph, and make bulk edits more efficiently.

These insights shifted the redesign from a traditional form-based application into a visual workflow builder that better matched how users conceptualize and manage complex laboratory processes

Final Design

The final redesign addressed key usability challenges across the Marshal application by creating a more intuitive, visual workflow experience. The improvements I implemented helped users better understand complex processes and efficiently manage their workflows. The project also established a new design and development workflow, demonstrating how AI-assisted development tools could help accelerate the transition from design concepts to functional frontend experiences.

Reflection

This project was a unique opportunity to expand my role beyond traditional product design. Designing a node graph editor pushed me to learn new interaction patterns and rethink how users visualize complex systems. Developing the frontend also challenged me to approach problems from an engineering perspective and understand how design decisions translate into functional products. Through this project, I became more comfortable incorporating AI tools into my workflow and helped establish a more efficient process between design and development. Following this project, I continued using these techniques to make smaller frontend improvements and usability enhancements across multiple applications. This experience reinforced the value of designers understanding both user needs and technical constraints. By bridging the gap between design and development, I was able to create solutions that were not only visually consistent but also practical and scalable.