How BigID improved project planning efficiency using Certinia
When spreadsheets can't scale with success
BigID helps organizations discover, manage, and protect their data at scale. Simple mission. Complex execution.
As a fast-growing leader in data security and privacy, BigID quickly gained traction with enterprise clients across industries. But success brought scale—and scale brought challenges. Teams leaned heavily on spreadsheets and disconnected tools that couldn’t keep up. Manual processes became the norm. Visibility into project progress diminished.
Project managers lacked the oversight to track timelines effectively. Assigning the right resources turned into guesswork. And leadership had to rely on outdated information to make decisions in a fast-paced, high-stakes market.
It became clear: to maintain their standards and support continued growth, BigID needed a more structured, real-time approach to managing their services operations.
"Certinia's solution maturity and extensive capabilities gave our team confidence it would provide value as BigID continues to scale rapidly."
Challenge
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.
- Slow project completion
Teams used separate spreadsheets that needed regular manual updates. Setting up, tracking, and closing projects took a lot of administrative time, causing delays in finishing projects and making it hard to switch quickly between client engagements. - Poor billable time tracking
Manual time tracking and project management made it difficult to capture billable hours accurately. Project managers lacked visibility into budget utilization, leading to revenue leakage and reduced profitability. - Poor resource visibility
Without central oversight, staffing decisions relied on partial information. This led to some consultants being overloaded while others sat idle—wasting valuable expertise and creating erratic project timelines. - Inconsistent client communication
Without a standard 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 and a lack of transparency during the project lifecycle.
Solution: BigID adopts data-driven project management
Automated project planning workflows
Real-time efficient resource allocation
Better budget and time control
Consistent client communication
Automated project planning workflows
Real-time efficient resource allocation
Better budget and time control
Consistent client communication
Results
BigID reaps the benefits of centralized management
BigID’s adoption of Certinia’s suite of cloud solutions, PS Cloud, FM Cloud, and Services Analytics, delivered measurable improvements across its services organization. By implementing standardized project planning, the team accelerated project completion and minimized delays, enabling faster transitions between engagements.
With clear visibility into team capacity and utilization, BigID achieved more efficient resource allocation, ensuring that the right talent was deployed at the right time.
Leaders gained access to real-time data and performance insights, supporting stronger, data-driven decision making and empowering strategic initiatives across the business.
Project managers now have greater control over budgets and billable hours, resulting in improved billable efficiency and better revenue tracking.
Communication with clients has become more structured and transparent, laying the groundwork for consistent services delivery through a planned customer community. Executives now rely on comprehensive dashboards to monitor key metrics and assess organizational health in real time.
Looking ahead, BigID plans to launch its customer community within Certinia to further strengthen collaboration and transparency. The team also expects to expand its use of advanced analytics to uncover new optimization opportunities, enhance operations, and support long-term, customer-centric growth.
What our clients say
- Tyler Flora
- Senior Director, Professional Services
- Kurt Kuelz
- Vice President - Global Customer Outcomes
- David Laffineuse
- Worldwide Director of Service Delivery
- Mark Conklin
- Senior Director of Operations
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