← Work Cotality · 2024–2025

Cotality

Repositioning a property software company as a data intelligence brand — in six months.

Role
Experience Director, Siegel+Gale
Timeline
6 months (2024–2025)
Team
2 UX/UI designers
Scope
Research · Personas · Content strategy · Web Strategy, Design
Cotality — Intelligence beyond bounds
🔒 cotality.com
Cotality — content page on iPad Cotality — Realist product page on iPad Cotality — News & Insights page on iPad
The Challenge

CoreLogic had a recognition problem. Their audiences knew them well — as a property software company.

But their ambitions were bigger. A recent PE acquisition gave them the freedom to move without shareholder constraints, and they wanted to re-enter the public market as a data intelligence company, spanning industries well beyond residential real estate. However, two brand adjustments in the prior two years had left the organization skeptical of yet another rebrand.

Our work needed to be grounded in research, not opinion. Every recommendation had to demonstrate clear value — or risk being dismissed by a team that had seen this before.

6 months, four phases 2024–2025
Discovery
Qualitative Research + Personas
Internal stakeholder interviews across the organization. Six personas with rebrand-specific considerations — barriers to belief + reasons to believe. Three key findings that shaped every decision downstream.
Vision + Strategy
Territories, Vision + Experience Principles
Three website territories developed + presented collaboratively. Vision statement, four strategies, and three experience principles established as the north star for all design decisions.
Define
Content Roadmap + Site Architecture
Content mapped against existing, net-new, + post-MVP categories. Three architecture options developed — enterprise-centric approach selected. Seven page templates defined.
Design
Wireframes, UI + Component System
Four design sprints from wireframes to final UI mockups. Component system documented for the brand center. Full handoff to the client's development team.

The rest of this case study is password-protected.

Discovery

I led qualitative interviews with internal stakeholders across the organization to understand how they saw themselves, how they wanted to be seen, and where the tensions lived between those two things. The research produced three key opportunities and six personas, all of which shaped everything downstream.

Key findings from discovery
01

Tell a brand story that broadens the focus beyond the property industry and shows how data bolsters everything the company does.

Our challenge

Tell a story beyond property

02

Get more specific on how people-centricity impacts the work and infuse empathy into the brand experience.

Our challenge

Embody people-centricity

03

Ground the innovation story in the impact that only CoreLogic can create with its unique combination of data, analytics, software, and people.

Our challenge

Demonstrate our innovation

Each persona was built with rebrand-specific considerations: barriers to belief and reasons to believe. These weren’t generic user profiles. They were designed to pressure-test whether the repositioning would hold up across every audience the brand needed to convince.

I translated each finding into a website opportunity, then developed three strategic web vision territories.

Vision + Strategy

To determine the overarching strategy for the web experience, I proposed a thought experiment in the form of a question:

What if the website was a ?
Three vision territories
Big-picture storytelling
Concierge
A trusted source for insight.
Conveys visitors to powerful stories that meet myriad customers, as well as the global moment. Uses data as connective tissue to identify new opportunities across topics.
Primary direction — big-picture storytelling drives the overall vision and content strategy.
Empathy + specificity
Swiss Army Knife
A resource tailored for each user.
Extends to match the needs of its users, no matter who they are or where they are in their journey. Prioritizes accessibility and relevance by role, industry, and function.
Secondary direction — empathy and specificity inform the audience-facing structure and personalization approach.
Impact-focused innovation
Oracle
An intelligent partner.
Guides visitors to the future, paved by the possibilities of data. Leans into data visualization as a core capability, enabling direct engagement with the data.
Impact-focused innovation demos incorporated into the overall strategy.

I presented each territory in a collaborative session with the client team. The team chose Concierge, believing that an effortless, story-led experience would best serve a brand cementing itself in the minds of both existing and new audiences. The specificity and personalization of Swiss Army Knife would be incorporated as they continued to develop the site post-launch. And while Oracle’s vision of surfacing data capabilities was appealing, the team was wary of revealing too much IP.

With the vision set, I developed three experience principles to govern every design and content decision going forward.

Website vision + experience principles
Our vision

A guide to relevant, powerful stories that deepen expertise and reveal how our data transforms what’s possible.

Experience principles
Simplify and clarify

The site should simplify complexity and make it easy to navigate through and understand how our data connects across sectors to be relevant and useful beyond property.

Center on people and impact

The site should strive to illuminate a higher-order human story so that users may understand the brand’s purpose and human impact.

Encourage engagement

The site should be an extension of the platform and capabilities, and be the first opportunity to engage hands-on with solutions, data, and people.

Architecture

Content Roadmap

With the strategy locked, I defined what the site would contain and how it would be structured. The content roadmap mapped every page against existing content and net-new content the client needed to develop. It also outlined the components and content required, giving both the client’s content team and my designers a clear picture of the parallel work ahead.

Content roadmap — page-level breakdown showing existing, net-new, and post-MVP content

Site Architecture

I developed multiple options representing different organizing principles. The client selected the enterprise-centric approach — a structure that prioritizes the data story and organizes products by platform and delivery method rather than by property type. The site itself would tell the story of a data company, not a property software company.

Three web architecture approaches
01
Enterprise-centric, emphasis on property ecosystem

Organizes products by the property ecosystem from which they’re sourced. Dedicated area for data story and platform content.

Products Residential Commercial Product A Product B Product C Product D Grouped by property ecosystem
Smoother transition for property-minded audiences, but didn’t signal enough change for the client’s ambitions.
02
Enterprise-centric, emphasis on access

Organizes products by the platform or delivery method that users access them through. Enables expansion beyond property.

Platform + Products Platform A Platform B Product A Product B Product C Product D Grouped by platform / delivery method
Selected direction — prioritizes the data story while clarifying how users access products, providing a holistic view of platform capabilities.
03
Audience-centric

Organizes solutions, products, and insights under industry. Prioritizes who they serve and simplifies initial navigation options.

Industry (e.g. Mortgage) Solutions Products Insights Solution A Solution Z Product A Everything grouped under industry
Strong client preference, but not a realistic goal given content and organizational readiness at launch.
Design + Handoff

I led my team through four design sprints — wireframes, full UI mockups, and a documented component system for the brand center. The design was a direct translation of the strategy: the principles showed up in the information architecture, content hierarchy, storytelling modules, and interactive patterns.

Outcomes
  • Launched on schedule.

    Cotality went live on March 24, 2025 at cotality.com.

  • Strategy adopted as north star.

    The vision, experience principles, and content roadmap were embedded in the brand center for ongoing use.

  • Structural repositioning.

    The site architecture tells the story of a data company, a research-grounded break from the past.

  • Built for a skeptical audience.

    Every recommendation traced back to findings. In an organization fatigued by brand changes, the work stuck because it was grounded.

  • And one unexpected contribution.

    During an in-person workshop at Siegel+Gale’s LA office, I proposed “Intelligence beyond bounds” — a tagline that survived weeks of testing and became the hero of cotality.com. It wasn’t a formal responsibility. It came from being deeply immersed in the research and strategy.