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Allegion / Overtur

See the result as you build it.

Modernize Overtur, a cloud application where teams collaborate on door security and openings specification, while preserving the workflows users rely on.

My role
Lead Designer
In collaboration
Design + Development Team
Timeframe
September 2018 – September 2019
Focus
Enterprise UX · SaaS
The challenge

Popular, and hard to get around.

Overtur had become popular because nothing else in the industry did what it did. Success brought problems: no visual consistency, weak navigation, and illogical paths. Users felt trapped at times, clicking and searching far more than they should.

The approach

Heuristics, councils and power users.

I ran a heuristic analysis to find what users loved and what needed work, a competitive analysis, and interviews with user groups and user councils (real community councils in the Overtur ecosystem). The aim: simpler navigation, important information up front, clean but not cluttered.

  • Heuristic analysis of the existing application
  • Interviews with user councils and power users
  • Navigation redesigned for space and clarity
  • A dashboard showing project status at a glance
  • Notes and mentions for team collaboration
  • A report builder with live preview
  • Built with Project Phoenix components
What changed

Keep the project in view.

The application had grown without a unified design vision. Navigation hid important information, and users couldn’t jump between projects, so they opened multiple browser tabs, which slowed everything down.

Streamlined navigation freed the screen for actual work. The dashboard shows the projects a user belongs to, is invited to, and has completed. Notes and mentions brought collaboration into the product. The report builder turned what was once a multi-step wizard into an editor with live preview.

Outcomes

What expert users said.

The product was reshaped with its daily users at the table, and the report builder, from a wizard to a live editor, is the change they felt most. What follows is what shipped and what they told us.

What shipped

Streamlined navigation that frees the screen for the work; a dashboard of the projects you belong to, were invited to and have completed; notes and mentions for the team; and a report builder that went from a multi-step wizard to an editor with a live preview.

What was observed

The redesign was tested daily with expert users and user councils. Some users resisted the change at first; the overwhelming response was excitement, and users said their daily work became more efficient.

What this case doesn’t claim

Figures. The original case study described the direction of change without a published baseline or method, so it is given here as what people reported, not as a measurement.

What’s next

Patterns that outlasted the refresh.

The patterns set during this refresh became templates for new features, so the platform could stay consistent as it grew.

The principle I carry forwardShow people the result while they’re making it. Feedback belongs where the work happens.