formerly FinancialForce
formerly FinancialForce
BigID's rapid growth exposed a problem. Manual project planning and spreadsheets threatened consistent services delivery. Certinia's Professional Services Cloud changed everything with centralized project management. BigID now enjoys efficient resource allocation and enhanced billable efficiency across all projects.
Industry
Professional Services | Data Privacy and Protection
Company Size
Small
Headquarters
New York, NY
Challenge
Manual tracking, unclear project progress, and limited visibility into project performance
Solution
Efficient project lifecycle and capacity planning using Certinia Professional Services Cloud, Analytics, PS Communities, and Certinia Financial Management Cloud
What Certinia Replaced
Spreadsheets and manual project management tools
Background
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 And leadership had to rely on outdated information to make decisions in a fast-paced, high-stakes market.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.
Ultimately, Certinia's proven track record, comprehensive feature set available right now, and seamless native to Salesforce environment gave us greater confidence than the other tools evaluated…”
Sandi Novomestky,
Director of Project Management, BigID
Challenge
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.
Solution
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.
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.
Real-time 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.
Results
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.
Accelerated project closure
Improved resource allocation
Increased billable efficiency
Stronger customer transparency
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