Case Study
LegalZoom — Multi-BU Data Visibility
Built data warehouse, pipelines, and a Tableau visualization layer balancing performance with drill-down to grain-level data.
- Industry:
- Professional Services / LegalTech
- Service:
- Data Engineering, Analytics, BI
- Engagement:
- Multi-year
- Multi-BU
- data warehouse
- Company-wide
- dashboard adoption
- Cohort+LTV
- CAC optimization
Challenge
LegalZoom operated multiple business units with fragmented data and inconsistent visibility. Marketing, product, and finance teams each ran their own analytics, producing numbers that did not reconcile. Leadership needed one source of truth across the BUs.
Approach
Built a multi-BU data warehouse with pipelines feeding from product, marketing, sales, and finance systems. Designed schema and fact/dimension models aligned to the analytical questions leadership was actually asking. Layered a Tableau visualization layer optimized for both executive scorecards and grain-level drill-down. Ran enablement to drive adoption from execs to department leads.
Outcome
Company-wide adoption of the dashboards as the operating cadence. Marketing teams gained customer segment and time-to-cross-sell views. Product teams used dashboards to optimize service offerings. CAC was optimized via campaign-level cohort and LTV understanding. The platform continues to extend as new BUs and new questions come on.
How we did it
- 01 Step
Architecture
Mapped data sources across BUs, designed target warehouse schema with fact and dimension models aligned to the analytical questions leadership was asking.
- 02 Step
Pipelines
Built ingestion and transformation pipelines feeding the warehouse from product, marketing, sales, and finance systems.
- 03 Step
Visualization
Built A/B and multivariant test dashboards, customer LTV, service-mix, cross-sell, churn-rate, and retention views. Balanced render performance with drill-down to grain-level data.
- 04 Step
Adoption
Drove cross-BU adoption from execs to department leads. Marketing teams gained customer segments and time-to-cross-sell views. Product teams optimized service offerings. CAC optimized via campaign-level cohort and LTV understanding.
Shrijay has been a tremendous partner and resource to our company.
He and his team at Hire4Higher have saved us from years of Excel spreadsheets and static reports by developing dynamic reports and dashboards for critical, high-impact insights. Their analytics, service, responsiveness and dependability have been phenomenal, and the team functions almost as an extension of our own. Shrijay, in particular, is a fantastic analytical leader, and has a rare — and much sought-after — blend of business acumen, technical ability and personality.
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