BigID

The challenge for BigID

The hidden costs of manual delivery

BigID’s rapid growth exposed operational gaps. Fragmented tools, manual updates, and lack of visibility slowed project execution and decision-making—ultimately threatening service consistency and long-term scalability.

Their primary pain points were:

• Slow project completion: Using separate spreadsheets that needed regular manual updates, BigID struggled with delays in finishing projects.
• Poor billable time tracking: Manual time tracking and project management made it difficult to capture billable hours accurately.
• Poor resource visibility: Without central oversight, staffing decisions relied on partial information. This led to some consultants being overloaded while others sat idle.
• Inconsistent client communication: Without a  way to communicate with clients, there were inconsistencies in sharing project updates. This varied from one manager to another, leading to unpredictable experiences for clients.

Reaching a critical turning point to maintain their high standards and support continued growth, BigID chose to streamline operations by adopting Certinia.

How Certinia helps BigID

BigID adopts data-driven project management

Certinia Professional Services Cloud delivered the unified platform BigID needed. Centralized project management, real-time insights, and standardized workflows helped the team scale more efficiently and predictably. With a unified system in place, the company can confidently optimize resource utilization and scale for global growth.

Automated project planning workflows

With Certinia’s help, BigID replaced scattered spreadsheets with structured templates and automated systems. By standardizing project planning on a unified Salesforce-native platform, they created consistent processes for setup, execution, and closure across all engagements. These helped BigID speed up project timelines from start to finish.

Efficient resource allocation

Having real-time visibility supported BigID’s efficient resource allocation. Finally, project leaders had live insights into team utilization and capacity. Project leads could see who was doing what, how tasks were connected, and the work progress. This clear view helped them guide project timelines, work more hands-on, and plan future needs with confidence.

Better budget and time control

Certinia gave project managers clear views of time tracking and financials, improving budget accountability. This control helped the team increase billable efficiency while maintaining project margins.

Consistent client communication

With Certinia in place, BigID implemented clear communication processes for all teams. These ensure consistent client interactions and regulated information sharing throughout the project lifecycle. This guarantees a consistent and professional experience that enhances trust and customer transparency.

Certinia's impact on BigID

• Certinia accelerated project completion and minimized administrative delays.
• Leaders gained access to data and performance insights, supporting stronger, data-driven decision-making.
• Comprehensive dashboards provided leadership with immediate performance insights, establishing a proactive framework to monitor organizational health.

Looking ahead, BigID plans to launch its customer community within Certinia to further strengthen collaboration and transparency.