Lexitas Case Study on Customer Data Management

This case study details how Lexitas, a litigation support services provider, addressed challenges related to managing customer data following significant growth through acquisitions. With a workforce expansion from 400 to 1,300 employees and the establishment of five business units, Lexitas faced issues with duplicate and contradictory customer data across various standalone applications. The company struggled with tracking revenue accurately and maintaining data integrity in its financial systems. To resolve these issues, Lexitas implemented the Boomi Enterprise Platform, which facilitated the creation of a centralized DataHub for matching and cleansing customer records. This initiative led to an 80% reduction in customer records, improved financial management, and enhanced decision-making capabilities. The case study outlines the integration of various systems, including NetSuite and Salesforce, and the collaboration with Huron Consulting for effective data stewardship. The results indicate a streamlined process, increased efficiency in finance operations, and better support for sales and marketing efforts.