Data Export and Warehousing

Bigmind provides powerful data export capabilities to help you integrate revenue intelligence data with your existing analytics infrastructure. Export your meeting transcripts, conversation analysis, and performance metrics to leading data warehouse platforms.

Supported Data Warehouses

Bigmind currently supports direct integration with two major data warehouse platforms:

Snowflake Integration

Connect your Bigmind organization data directly to your Snowflake data warehouse:

  • Real-time Sync: Automatic data synchronization as new meetings are processed
  • Structured Data: Clean, normalized tables ready for analysis
  • Historical Data: Export all existing data during initial setup
  • Custom Schemas: Configure data structure to match your warehouse design

Google BigQuery Integration

Stream your revenue intelligence data to Google BigQuery for advanced analytics:

  • Cloud-native Integration: Seamless connection with Google Cloud infrastructure
  • Scalable Processing: Handle large volumes of conversation data efficiently
  • Cost-effective Storage: Leverage BigQuery's efficient storage and querying
  • ML Integration: Ready for Google Cloud Machine Learning workloads

Available Data Sets

When setting up data export, you can choose which data sets to include:

Meeting Data

  • Meeting Metadata: Date, duration, participants, meeting type
  • Transcripts: Full conversation transcripts with speaker identification
  • Audio Insights: Talk time, speech patterns, sentiment analysis
  • Custom Trackers: Mentions of keywords, competitors, or topics you're tracking

CRM Integration Data

  • Account Associations: Which accounts and opportunities meetings are linked to
  • Contact Information: Participant details and CRM record connections
  • Deal Stage Updates: How meetings influence pipeline progression
  • Activity Attribution: CRM activities created from meeting insights

Performance Analytics

  • User Metrics: Individual performance data and coaching scores
  • Team Analytics: Aggregated team performance and trends
  • Conversation Analysis: Framework compliance, talk ratios, objection handling
  • Outcome Tracking: Meeting outcomes and follow-up completion rates

Setting Up Data Export

Prerequisites

Before configuring data export, ensure you have:

  • Administrator Access: Organization owner or administrator role in Bigmind
  • Warehouse Credentials: Appropriate permissions in your target data warehouse
  • Network Access: Firewall and network configurations allowing Bigmind connections
  • Schema Design: Understanding of how you want to structure the exported data

Configuration Process

  1. Access Settings: Go to Settings > Export Data
  2. Choose Platform: Select Snowflake or BigQuery
  3. Provide Credentials: Enter connection details and authentication information
  4. Test Connection: Verify Bigmind can connect to your warehouse
  5. Select Data: Choose which data sets and time ranges to export
  6. Configure Schedule: Set up real-time or batch export schedules
  7. Initialize Export: Start the initial data export process

Data Structure and Schema

Standard Tables

Bigmind creates several standard tables in your warehouse:

  • meetings: Core meeting information and metadata
  • transcripts: Conversation transcripts with timestamps
  • participants: Meeting participants and their roles
  • insights: Conversation analysis and AI-generated insights
  • trackers: Custom keyword and topic tracking results
  • outcomes: Meeting outcomes and follow-up actions

Custom Fields

Include organization-specific data in your exports:

  • Custom Properties: Any custom fields you've configured in Bigmind
  • CRM Mappings: Additional fields from your CRM integration
  • Scorecard Results: Custom coaching scorecard evaluations
  • Classification Tags: Meeting categories and classifications

Security and Compliance

Data Protection

Bigmind ensures secure data transfer and storage:

  • Encryption in Transit: All data transfers use TLS encryption
  • Authentication: Secure authentication methods for warehouse connections
  • Access Controls: Granular permissions for who can configure exports
  • Audit Logging: Complete logs of all export activities and access

Compliance Features

  • Data Retention: Configure how long data is retained in external systems
  • PII Handling: Options to anonymize or exclude personally identifiable information
  • Regional Compliance: Support for GDPR, CCPA, and other privacy regulations
  • Data Governance: Integration with your organization's data governance policies

Monitoring and Maintenance

Export Status

Monitor your data exports through the Bigmind dashboard:

  • Real-time Status: Current export status and any errors
  • Export History: Complete history of data export operations
  • Data Volume: Track how much data has been exported
  • Performance Metrics: Export speed and efficiency statistics

Troubleshooting

  • Connection Issues: Verify credentials and network connectivity
  • Data Discrepancies: Compare source and destination data for accuracy
  • Performance Optimization: Adjust export schedules and batch sizes
  • Error Resolution: Common error patterns and their solutions

Best Practices

Implementation Strategy

  • Start Small: Begin with a subset of data before enabling full export
  • Test Thoroughly: Validate data accuracy in your warehouse before going live
  • Plan Schema: Design your warehouse schema to accommodate future growth
  • Monitor Performance: Track export performance and optimize as needed

Ongoing Management

  • Regular Validation: Periodically verify data integrity and completeness
  • Access Reviews: Regularly review who has access to exported data
  • Cost Optimization: Monitor warehouse costs and optimize storage/compute usage
  • Update Processes: Keep export configurations updated as your needs evolve

Use Cases and Analytics

Advanced Analytics

Leverage exported data for sophisticated analysis:

  • Predictive Modeling: Build models to predict deal outcomes
  • Trend Analysis: Identify long-term patterns in conversation data
  • Custom Dashboards: Create organization-specific reporting dashboards
  • Cross-Platform Analysis: Combine Bigmind data with other business systems

Integration Scenarios

  • Business Intelligence: Feed data into your existing BI tools
  • Data Science: Enable advanced machine learning and AI projects
  • Compliance Reporting: Generate regulatory and compliance reports
  • Executive Dashboards: Create high-level executive reporting