Trusted by over 100 of the world's biggest companies
What is Retain Cloud?
Your cloud-based solution for smarter resource management
Retain Cloud is a powerful resource management platform that helps businesses streamline their scheduling, optimise their workforce, and enhance overall productivity. Whether you're managing a small team or overseeing thousands of employees, Retain Cloud adapts to your needs, providing real-time insights and seamless integrations.
How Retain Cloud works
Easy to use, powerful in action
Retain Cloud brings all your resource management tasks into one intuitive interface. From assigning tasks and tracking progress to analysing utilisation, our platform ensures you have complete visibility and control over your projects. Access Retain Cloud from any device, making it easy to stay connected and manage your team effectively.
Why organisations choose Retain Cloud
AI suitability matching
Quickly fill job requests with our AI suitability matching, which learns from experience and matches relevant skills to suggest the best resource with explainable results.
Real-time data and analytics
Access up-to-the-minute insights on resource availability, project timelines, and team performance. Make data-driven decisions that improve efficiency and outcomes.
Seamless integrations
Connect Retain Cloud with your existing apps and tools, such as Salesforce, Office 365 and SAP, to create a unified workflow that maximises productivity.
User-friendly experience
Retain Cloud is designed with user experience in mind. Choose from an Excel-like layout or customise your dashboard to fit your specific needs, making the transition seamless.
Scalability
Whether you’re managing a small team or a global workforce, Retain Cloud scales effortlessly, providing the flexibility to grow with your business.
Security and compliance
Protect your data with Retain Cloud’s robust ISO 27000-1 security measures, including encrypted storage and regular backups, ensuring your information is secure at all times.
Join industry leaders who trust Retain Cloud
BPM LLP immediately realised the impact of Retain by being able to reduce manual processes by 35%
Switching from Excel to Retain Cloud transformed Rickard Luckins scheduling process, improved data visibility, and saved them significant time and resources.
With Retain Cloud, RSM Cayman gained better control over our rapidly expanding team, reducing scheduling errors and improving overall efficiency.
Explore Retain Cloud’s features
- Resource scheduling: Automate scheduling processes to ensure efficient assignment of resources and avoid conflicts.
- People finder: Quickly search for the right resources based on skills, availability, and other criteria, ensuring the best fit for projects.
- Capacity management: Monitor and plan resource availability to prevent overbooking or underutilisation.
- Bookings: Allocate resources to specific jobs over defined dates and hours, enabling better project management.
- Planner view: View and manage jobs and resources using filters for tailored management views.
- Resource requests: Submit and manage requests for resource allocations, streamlining communication and planning.
- Table view: Manage resource time and hours in a tabulated format for detailed tracking.
- Profiles: Maintain detailed profiles with skills, certifications, experience, and work history for accurate resource matching.
- Skills: Define and display skills in talent profiles, aligning them with job requirements to optimise task allocation.
- Marketplace: Publish roles for internal talent to search and apply, fostering internal mobility and engagement.
- Shortlisting: Create lists of preferred candidates for specific projects or roles, simplifying the selection process.
- Roles: Create and manage roles to meet specific staffing requirements efficiently.
- Roles board: Display specific roles for talents to view and apply, enhancing transparency and internal job opportunities.
- Notifications: Set up alerts to inform users of bookings, changes, or new requests, keeping everyone updated and on the same page.
- Timesheets: Log time quickly across multiple jobs for accurate tracking and reporting, improving time management.
- Workflow automation: Automate approvals and other processes to reduce manual tasks and enhance efficiency.
- Field settings: Customise fields and user interface options to meet specific organisational needs.
- Security profiles: Manage user permissions and restrict access to sensitive data, enhancing security.
- Internationalisation: Configure language and currency settings to support global operations.
- API integrations: Enable seamless integration with various software tools, such as Microsoft Logic Apps and other business systems, to enhance functionality.
- Mobile application: Access bookings, receive notifications, and make comments using the mobile app for increased flexibility.
- Support & documentation: Provide comprehensive support and access to documentation for effective use.
- Custom fields: Use custom fields to adapt Retain Cloud to specific organisational needs, ensuring flexibility.
- Security & compliance: Implement strong data protection measures to ensure compliance with regulations.
- Training & onboarding: Guide new users through the setup and use of Retain Cloud effectively, ensuring a smooth transition.
- Onboarding assistance: Offer support to new users during the initial setup and integration phase, facilitating adoption.
- Custom fields for training needs: Use custom fields to tailor training programmes and track progress.
- Reports: Generate detailed reports on resource utilisation, time spent, and availability to gain valuable insights.
- Real-time insights: Provide up-to-date data for monitoring project progress and resource allocation, enabling informed decision-making.
- Utilisation reports: Identify areas where resources are over or underutilised to optimise resource planning.
- Performance analytics: Track and analyse team performance metrics to enhance efficiency and productivity.
- Power BI integration: Export data to Power BI for advanced analytics and customised reporting.
- Custom fields: Add fields to capture specific data points required by the organisation, enhancing data relevance.
- Settings: Adjust user preferences, including language, currency, and interface configurations, to fit organisational needs.
- Field settings: Customise fields to align with organisational standards and requirements.
- Security profiles: Define user access levels and restrictions to protect sensitive information.
- Internationalisation: Support different languages and regional settings for global usability.
- Data protection: Ensure data security with encryption and access controls to safeguard sensitive information.
- Security & compliance: Protect your data with Retain Cloud’s robust ISO 27000-1 security measures, including encrypted storage and regular backups, ensuring your information is secure at all times.
- Security profile: Retain allows you to apply custom access controls and security conditions to ensure that only authorised individuals have the appropriate level of access to resource data and management functions. This helps maintain strict security protocols while granting the necessary permissions to relevant team members.
- User interface (UI): Provide an intuitive and user-friendly interface, customisable to user preferences for ease of use.
- Mobile access: Allow users to view bookings and receive notifications on the go, ensuring flexibility and accessibility.
- Multi-device compatibility: Ensure Retain Cloud works across desktops, tablets, and smartphones for consistent access.
- Notifications: Keep users updated with alerts on important activities, ensuring timely communication.
Explore Retain Cloud’s features
- Resource scheduling: Automate scheduling processes to ensure efficient assignment of resources and avoid conflicts.
- People finder: Quickly search for the right resources based on skills, availability, and other criteria, ensuring the best fit for projects.
- Capacity management: Monitor and plan resource availability to prevent overbooking or underutilisation.
- Bookings: Allocate resources to specific jobs over defined dates and hours, enabling better project management.
- Planner view: View and manage jobs and resources using filters for tailored management views.
- Resource requests: Submit and manage requests for resource allocations, streamlining communication and planning.
- Table view: Manage resource time and hours in a tabulated format for detailed tracking.
- Profiles: Maintain detailed profiles with skills, certifications, experience, and work history for accurate resource matching.
- Skills: Define and display skills in talent profiles, aligning them with job requirements to optimise task allocation.
- Marketplace: Publish roles for internal talent to search and apply, fostering internal mobility and engagement.
- Shortlisting: Create lists of preferred candidates for specific projects or roles, simplifying the selection process.
- Roles: Create and manage roles to meet specific staffing requirements efficiently.
- Roles board: Display specific roles for talents to view and apply, enhancing transparency and internal job opportunities.
- Notifications: Set up alerts to inform users of bookings, changes, or new requests, keeping everyone updated and on the same page.
- Timesheets: Log time quickly across multiple jobs for accurate tracking and reporting, improving time management.
- Workflow automation: Automate approvals and other processes to reduce manual tasks and enhance efficiency.
- Field settings: Customise fields and user interface options to meet specific organisational needs.
- Security profiles: Manage user permissions and restrict access to sensitive data, enhancing security.
- Internationalisation: Configure language and currency settings to support global operations.
- API integrations: Enable seamless integration with various software tools, such as Microsoft Logic Apps and other business systems, to enhance functionality.
- Mobile application: Access bookings, receive notifications, and make comments using the mobile app for increased flexibility.
- Support & documentation: Provide comprehensive support and access to documentation for effective use.
- Custom fields: Use custom fields to adapt Retain Cloud to specific organisational needs, ensuring flexibility.
- Security & compliance: Implement strong data protection measures to ensure compliance with regulations.
- Training & onboarding: Guide new users through the setup and use of Retain Cloud effectively, ensuring a smooth transition.
- Onboarding assistance: Offer support to new users during the initial setup and integration phase, facilitating adoption.
- Custom fields for training needs: Use custom fields to tailor training programmes and track progress.
- Reports: Generate detailed reports on resource utilisation, time spent, and availability to gain valuable insights.
- Real-time insights: Provide up-to-date data for monitoring project progress and resource allocation, enabling informed decision-making.
- Utilisation reports: Identify areas where resources are over or underutilised to optimise resource planning.
- Performance analytics: Track and analyse team performance metrics to enhance efficiency and productivity.
- Power BI integration: Export data to Power BI for advanced analytics and customised reporting.
- Custom fields: Add fields to capture specific data points required by the organisation, enhancing data relevance.
- Settings: Adjust user preferences, including language, currency, and interface configurations, to fit organisational needs.
- Field settings: Customise fields to align with organisational standards and requirements.
- Security profiles: Define user access levels and restrictions to protect sensitive information.
- Internationalisation: Support different languages and regional settings for global usability.
- Data protection: Ensure data security with encryption and access controls to safeguard sensitive information.
- Security & compliance: Protect your data with Retain Cloud’s robust ISO 27000-1 security measures, including encrypted storage and regular backups, ensuring your information is secure at all times.
- Security profile: Retain allows you to apply custom access controls and security conditions to ensure that only authorised individuals have the appropriate level of access to resource data and management functions. This helps maintain strict security protocols while granting the necessary permissions to relevant team members.
- User interface (UI): Provide an intuitive and user-friendly interface, customisable to user preferences for ease of use.
- Mobile access: Allow users to view bookings and receive notifications on the go, ensuring flexibility and accessibility.
- Multi-device compatibility: Ensure Retain Cloud works across desktops, tablets, and smartphones for consistent access.
- Notifications: Keep users updated with alerts on important activities, ensuring timely communication.
Integrate seamlessly with your favourite apps and tools
Harness the full power of Retain by connecting your most loved systems with ease
Azure Logic Apps: Use our pre-built Logic Apps templates to connect Retain with Microsoft and third-party solutions. Automate workflows and integrate data across cloud and on-premises systems effortlessly.
Direct API Access: Customise integrations with our secure RESTful API for real-time data synchronisation tailored to your needs.
Custom integrations available:
Don’t see the integration you need? Get in touch to see how we can help.
Frequently Asked Questions
Retain Cloud is designed for straightforward implementation. You can quickly import client, job, and resource information with just a few clicks, allowing you to start creating bookings and managing resources efficiently right away.
Retain Cloud is a cloud-based resource management solution that helps businesses streamline scheduling, optimise resource allocation, and enhance productivity. It is scalable, making it ideal for both small teams and large enterprises.
Retain Cloud automates scheduling, provides real-time project visibility, and delivers actionable insights, which improve efficiency, reduce errors, and boost productivity. It enables better decision-making and more effective resource utilisation
Businesses typically look for a resource management tool during periods of rapid growth or when struggling with current systems like Excel. If there is a loss of visibility over project timelines, task assignments, or resource availability, it’s a sign that a more robust solution like Retain Cloud is needed.
Consider switching to Retain Cloud if your current system is difficult to manage, lacks visibility, or leads to costly administrative efforts. If there are challenges in tracking what resources are working on or a lack of transparency, it’s time to explore a more advanced resource management tool.
Yes, Retain Cloud supports assigning multiple resources to a single project. This feature ensures you can manage complex projects efficiently, aligning the right team members to specific tasks based on availability and skills.
Retain Cloud integrates with existing systems using Azure Logic Apps or direct API capabilities, creating seamless workflows. Common integrations include Salesforce, Workday, Microsoft Dynamics, and other CRM/HR platforms.
Retain provides global support available 24/7 via email, web, and phone. Our support team is dedicated to helping clients resolve any issues and ensuring a smooth operational experience.
Retain is developed by resource planners for resource planners, addressing key challenges like efficient resource allocation, clear project visibility, and effective scheduling. With over three decades of experience, Retain is trusted by firms globally for its proven reliability and functionality.
Yes, Retain offers free trials. Prospective customers can request a trial to experience Retain’s resource planning, scheduling, and allocation tools by filling out the demo form.