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Retain Resource
Business benefits
 
 
Optimizing your business
 
A key value of Retain Resource is its ability to provide information which management can use to optimize the business. This is delivered via the powerful report generator.
       
  Variety - Retain Resource can generate the reports by department, by staff grade, by a specific client, by categories of client, by a job or class of jobs and so on. Indeed, reporting by a single employee can be useful for staff reviews.  
  Customization - You can also customize the appearance of reports (i.e. fonts, headings, sort order etc). Report data can be exported to spreadsheets etc for further analysis.  
       
Making accurate revenue and cost forecasts
 
With Retain Resource you can pro-actively manage your resources (e.g. avoid difficulties or cost over-runs before they happen):
       
  Forecasting your business revenue and costs is, of course, an essential part of management planning. Similarly many of your clients may expect you to provide periodic cost projections as part of your service. Using Retain Resource you can set up many accurate forecasts, each to meet a different business need.  
  Rates and promotions - also you can set several charge and cost rates for each member of staff (or grade) or each job code or a combination of both. Each rate can be set to apply from a specified date allowing increases in your rates to be factored in. Similarly you can make assumptions about staff promotions.  
 
Putting it into practice
 
We find that clients often start using Retain Resource for one purpose (e.g. staff revenue and cost forecasting) and soon find it very useful for other needs (e.g. workload distribution, conference room bookings etc.).
 
 
Retain consultancy
  • Staff planning is the most popular use of Retain Resource. For example, many professional businesses (such as accountancy, law and consultancy firms and financial institutions) use it plan and manage the distribution of client matters among their professional staff. Also it can be used to monitor the type and amount of staff training.  
  • Facilities management is another use ranging from conference rooms and operating theatres to fleets of cars. For example, the availability of beds in hospital wards can be planned taking account of differing features and equipment usable at particular beds.  
Retain in industry
 
 
Retain in schools
  • Both - Indeed, it is possible to combine both. For example, schools can work out schedules for teachers, pupils and classes at the same time as the classrooms.  
 
 
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