Investigation flow design for OT security

Redesigning how security teams understand and act on risk

Company

OTORIO

Product

OT Security Platform

Type

B2B

Role

Product Designer

Overview

OTORIO is an OT security platform, later acquired by Armis for $120M in 2025. I joined the design team under a senior designer, and when he left, I became the senior designer on the product - designing the core investigation surfaces: Assets, Alerts, Cases, and Rules — across two years.

PROBLEM

OT security platforms deal with enormous amounts of data: assets, alerts, vulnerabilities, insights, cases. The challenge isn't collecting the data — it's making it actionable.

Users, security analysts and operations managers — were drowning in information with no clear path to action.

  • Risk scores appeared everywhere with no explanation behind them
  • Navigation between screens broke the investigation flow
  • Terminology was inconsistent across the product and in external messaging
  • Different user types needed different things from the same data

The Process

Risk as the backbone

Every area of the platform connects back to one question: what's the actual risk, and what do I do about it? Before designing any screen, I mapped how users moved from detection to action.

Roadmap and requirements

Beyond the design brief - I worked with Sales, CS, and Marketing to map customer understanding gaps, wrote the product requirements for Cases myself, and joined VP-level roadmap planning.

The Users

Each of these screens serves two different investigation paths

Mapping both flows per screen showed where users got stuck — and where the system could shift from reactive to proactive.

The Approach

The product had a lot of screens. Every decision came back to one question: does this keep the investigation moving, or does it stop it?

The Design

From row to panel

Asset details used to open inside the row — no room for the data, no context for the investigation. Moving to a side panel meant details stay visible alongside the table, and the design scales as the product adds information.

Priority first

Alerts pull from multiple sources — a lot landing in one place. Close collaboration with the research team mapped the actual investigation order: what analysts look at first, and in what order. Priority information is immediately visible; details expand without overwhelming.

Cases openable from anywhere

There was no way to open a case from within an alert or asset — users had to navigate out and start over. Cases are now openable from anywhere in the flow: new case or add to existing, with a clear definition of what belongs there.

Rules: first version, full logic

Rules didn't exist in the system. I designed the first version from scratch — including the logic: what triggers a rule, what conditions apply, what action follows.

IMPACT

After two years, the product had a coherent investigation flow from end to end. This work was part of a broader product effort that helped close a key enterprise deal. In 2025, OTORIO was acquired by Armis for $120M.

WHAT I LEARNED

The hardest part of designing a complex security product isn't the UI — it's building shared understanding across engineering, product, sales, and users about what the product is actually solving.

The most valuable thing I did wasn't designing a screen. It was mapping the flow first.