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Featured case study · PTC Creo+

Contextual commenting for a 3D CAD platform

I designed Creo+'s first in-context commenting model, letting engineers discuss a design pinned to the exact part they are looking at. The interaction pattern became the foundation for PTC Jetstream, the company's 2026 headline product.

Creo+ with the contextual commenting pane open beside the 3D model, showing threaded comments pinned to parts on the shaver model
Creo+ with contextual comments pinned directly to parts on the 3D model.
Role
Lead Product Designer. Research, interaction model, UI, design system contribution.
Timeline
2023 to 2024. Discovery through shipped release.
Platform
Creo+, PTC's cloud-connected CAD environment.
Outcome
Review conversations moved out of email and into the model, and the pattern proved durable enough to carry into a new platform.
In context
Comments now live pinned to the exact component, not in a separate thread.
Adopted
Shipped in Creo+ and used across design review workflows.
Jetstream
The model became the collaboration foundation for PTC's 2026 headline product.
The problem

Design feedback lived everywhere except the design.

Engineers reviewing a CAD assembly had no way to leave feedback on the model itself. Comments happened in email, in meetings, and in exported screenshots marked up by hand. By the time a note reached the designer, the context, which part, which version, which constraint, was already lost.

The cost was rework and ambiguity. A single review cycle could scatter across a dozen disconnected threads, and nobody could tell which feedback still applied to the current state of the model.

"Which version were you looking at?" was the most expensive question in the review process.
Research

What the review process actually looked like

I ran interviews and workflow observations with engineers and design leads across three product teams, then mapped the real path a piece of feedback took from reviewer to resolution.

14
Interviews and sessions
Engineers, design leads, and program managers across three teams.
3
Tools per review
Feedback fragmented across email, chat, and marked-up exports.
0
Comments on the model
Nothing anchored feedback to the part or version it referred to.
The insight that set direction
Feedback was never really about the comment. It was about the reference. Every problem traced back to a note that had drifted away from the thing it described.
The interaction model

Anchor the conversation to the object

The core idea was simple and it drove every decision: a comment is not a message, it is a relationship between a person and a specific part at a specific version. Once the reference is first-class, the thread can travel with the model instead of away from it.

Pin interaction — select part, add comment
01
Pin to a part
Select any component in the tree or viewport and a comment anchors directly to it, carrying the version it was made against.
Thread pane — resolve, mention, reply
02
Discuss in place
Threads, mentions, and resolution live in a pane beside the model, always one glance from the part they describe.
Version state — stale / current badge
03
Anchor to the branch
Every comment is tied to the branch it was made on, so a thread reads as a record of how the design evolved, stage by stage, rather than a flat list of notes. That same anchor is what Jetstream's full version model builds on.
Model tree — comment indicators
04
Surface at a glance
Indicators in the model tree show where conversations are open, turning the structure engineers already use into a map of the review.
From feature to foundation

The model became Jetstream's architecture

When PTC began building Jetstream, its cloud collaboration platform, the team needed a way to attach conversation to any object, not just CAD parts. The commenting model I designed already treated the reference as the primary unit, so it generalized cleanly from a part to any entity in the system.

What shipped as a Creo+ feature became the pattern the platform standardized on. The same anchoring, version-awareness, and resolution logic now underpins collaboration in PTC's 2026 headline product.

Reference-first model Version-aware threads Portable to any entity
Impact

What changed

Feedback anchored to the model
Review conversation moved from scattered threads into the part and version it referred to.
A reusable interaction pattern
The model generalized beyond CAD and was adopted as a platform standard.
Foundation for Jetstream
The collaboration architecture in PTC's 2026 headline product traces back to this work.
Want to talk through the details?
I am happy to walk through the research, the tradeoffs, and what I would do differently.
Get in touch More work
Ortal Lampert · Senior Product Designer