From Google Sheets to Scalable Growth, How BigID Cut Through Services Complexity

For high-growth services organizations, the tools that get you started rarely get you to the next level. Manual processes, disconnected data, and a fuzzy view of capacity are the classic ceilings to scale. Sound familiar?

The team at BigID, a leading data discovery platform, faced this exact challenge. Their professional services operations were running on Google Sheets, making critical tasks like capacity planning and accelerating customer time-to-value a constant struggle.

So, how did they move from spreadsheets to a programmatic, data-driven operation?

I recently sat down with Christian Gibson, BigID's Director of Global Business Operations, to find out. In our conversation, he pulls back the curtain on BigID's journey.

He shares the specific criteria his team used to evaluate and select a PSA solution, and why providing customer transparency through Salesforce Communities was a non-negotiable. He also details the "before and after" of their implementation, including:

• How the services team moved from manual project plans to standardized playbooks
• The way automated reporting stopped "anecdote-based" decision-making
• The “root” of metrics improvements such as utilization and billable time
• The "single step" that became the key to faster resource allocation
• A creative way to manage a unique, monthly subscription-based service model

Stop guessing and start standardizing. Watch the full, on-demand webinar to hear the complete story from BigID!