Trusted by over 100 of the world's biggest companies
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Unite all teams under one platform
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Before Retain:
- Inefficient resource utilisation: Overbooked or underutilised resources due to limited visibility, leading to burnout, missed deadlines, and revenue risk.
- Manual scheduling and administrative burden: Hours wasted managing schedules manually, constantly updating spreadsheets, and handling last-minute changes. This administrative load leaves little time for strategic planning and decision-making.
- Limited visibility: Difficulty tracking resource availability and skills, resulting in poor project alignment, inefficiencies and the potential client dissatisfaction.
After Retain:
- Optimised utilisation: Automated scheduling ensures balanced workloads, maximizing productivity and minimizing idle time.
- Reduced administrative load: Streamlined, automated processes drastically cut down manual scheduling and repetitive admin tasks, freeing up valuable time for strategic activities.
- Enhanced visibility: Real-time insights into resource availability and skills allow for proactive planning and data-driven decisions, improving overall project success and client satisfaction.
Before Retain:
- Inefficient processes & systems: Outdated tools and lack of integrations lead to fragmented workflows, causing project delays, budget overruns, and productivity loss.
- Lack of real-time visibility: Scattered data and disconnected systems result in misaligned tasks, resource conflicts, and missed deadlines.
- High administrative burden & limited collaboration: Manual updates across multiple platforms increase admin work and hinder collaboration, creating bottlenecks and slow execution.
After Retain:
- Streamlined processes & systems: Seamless integrations replace fragmented workflows, automating processes and reducing project delays, budget overruns, and boosting productivity.
- Real-time visibility & data integration: Unified systems provide accurate, real-time data, resolving task misalignment, preventing resource conflicts, and ensuring timely project delivery.
- Reduced admin burden & improved collaboration: Automated data sync and multi-user access cut down manual work and enhance collaboration, eliminating bottlenecks and accelerating execution.
Before Retain:
- Revenue leakage: Inefficient resource utilisation and poor tracking lead to missed billing opportunities and unplanned costs, resulting in loss of revenue, budget overruns and overall negative impact on profitability.
- Budget overruns: Limited visibility into project costs and resource allocation makes forecasting and budget control difficult, causing unexpected financial impacts.
- Inconsistent billing: Manual tracking of time and effort across projects leads to inaccuracies, disputes, and delayed invoicing, impacting cash flow and client relationships.
After Retain:
- Maximized revenue: Automated resource management and accurate tracking capture all billable hours, reducing revenue leakage and ensuring profitability.
- Controlled budgets: Real-time visibility into project costs and resource utilisation provides precise forecasting and budget control, preventing financial surprises.
- Accurate billing: Automated time tracking ensures precise billing data, eliminating discrepancies, speeding up invoicing, and improving cash flow and client satisfaction.
Before Retain:
- Employee burnout & dissatisfaction: Unbalanced workloads and unclear career paths lead to high stress, burnout, and low employee morale, increasing turnover rates.
- Talent underutilisation: Difficulty in matching employee skills to project needs results in underutilised talent, missed growth opportunities, and reduced job satisfaction.
- Manual administrative tasks: Manual processes for tracking availability, skills, and performance evaluations consume time and divert focus from strategic initiatives like employee development and engagement.
After Retain:
- Improved employee well-being: Automated scheduling and balanced workloads reduce burnout, enhance morale, and support better work-life balance, lowering turnover rates.
- Effective talent utilisation: Real-time visibility into employee skills and availability allows for optimal matching of talent to projects and improving job satisfaction.
- Streamlined administrative processes: Automated tracking of skills, availability, and performance data reduces administrative burden, freeing up time for strategic HR initiatives and employee engagement.
Before Retain:
- Stagnant growth & missed opportunities: Inefficient resource allocation and project delays limit the ability to take on new opportunities, stalling business growth and profitability.
- Costly, reactive decisions: Lack of proactive planning leads to rushed, last-minute decisions that increase costs and reduce efficiency.
- Uncontrolled costs & wasted resources: Poor planning results in unexpected expenses, project overruns, and missed profit opportunities due to underutilised resources.
After Retain:
- Accelerated growth & business expansion: Optimised resource management allows for efficient project execution and better capacity planning, enabling the business to take on more opportunities and grow faster.
- Informed, strategic decisions: Data-driven insights support proactive decision-making, reducing costs and improving overall operational efficiency.
- Controlled costs & maximised profitability: Real-time tracking and precise resource allocation prevent overruns and capture all revenue opportunities, enhancing profitability and business health.
A single solution for all your resource planning needs
Unite all teams under one platform
Resource managers
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Before Retain:
- Inefficient resource utilisation: Overbooked or underutilised resources due to limited visibility, leading to burnout, missed deadlines, and revenue risk.
- Manual scheduling and administrative burden: Hours wasted managing schedules manually, constantly updating spreadsheets, and handling last-minute changes. This administrative load leaves little time for strategic planning and decision-making.
- Limited visibility: Difficulty tracking resource availability and skills, resulting in poor project alignment, inefficiencies and the potential client dissatisfaction.
After Retain:
- Optimised utilisation: Automated scheduling ensures balanced workloads, maximizing productivity and minimizing idle time.
- Reduced administrative load: Streamlined, automated processes drastically cut down manual scheduling and repetitive admin tasks, freeing up valuable time for strategic activities.
- Enhanced visibility: Real-time insights into resource availability and skills allow for proactive planning and data-driven decisions, improving overall project success and client satisfaction.
A single solution for all your resource planning needs
Operations managers
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Before Retain:
- Inefficient processes & systems: Outdated tools and lack of integrations lead to fragmented workflows, causing project delays, budget overruns, and productivity loss.
- Lack of real-time visibility: Scattered data and disconnected systems result in misaligned tasks, resource conflicts, and missed deadlines.
- High administrative burden & limited collaboration: Manual updates across multiple platforms increase admin work and hinder collaboration, creating bottlenecks and slow execution.
After Retain:
- Streamlined processes & systems: Seamless integrations replace fragmented workflows, automating processes and reducing project delays, budget overruns, and boosting productivity.
- Real-time visibility & data integration: Unified systems provide accurate, real-time data, resolving task misalignment, preventing resource conflicts, and ensuring timely project delivery.
- Reduced admin burden & improved collaboration: Automated data sync and multi-user access cut down manual work and enhance collaboration, eliminating bottlenecks and accelerating execution.
A single solution for all your resource planning needs
Finance managers
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Before Retain:
- Revenue leakage: Inefficient resource utilisation and poor tracking lead to missed billing opportunities and unplanned costs, resulting in loss of revenue, budget overruns and overall negative impact on profitability.
- Budget overruns: Limited visibility into project costs and resource allocation makes forecasting and budget control difficult, causing unexpected financial impacts.
- Inconsistent billing: Manual tracking of time and effort across projects leads to inaccuracies, disputes, and delayed invoicing, impacting cash flow and client relationships.
After Retain:
- Maximized revenue: Automated resource management and accurate tracking capture all billable hours, reducing revenue leakage and ensuring profitability.
- Controlled budgets: Real-time visibility into project costs and resource utilisation provides precise forecasting and budget control, preventing financial surprises.
- Accurate billing: Automated time tracking ensures precise billing data, eliminating discrepancies, speeding up invoicing, and improving cash flow and client satisfaction.
A single solution for all your resource planning needs
Human resource managers
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Before Retain:
- Employee burnout & dissatisfaction: Unbalanced workloads and unclear career paths lead to high stress, burnout, and low employee morale, increasing turnover rates.
- Talent underutilisation: Difficulty in matching employee skills to project needs results in underutilised talent, missed growth opportunities, and reduced job satisfaction.
- Manual administrative tasks: Manual processes for tracking availability, skills, and performance evaluations consume time and divert focus from strategic initiatives like employee development and engagement.
After Retain:
- Improved employee well-being: Automated scheduling and balanced workloads reduce burnout, enhance morale, and support better work-life balance, lowering turnover rates.
- Effective talent utilisation: Real-time visibility into employee skills and availability allows for optimal matching of talent to projects and improving job satisfaction.
- Streamlined administrative processes: Automated tracking of skills, availability, and performance data reduces administrative burden, freeing up time for strategic HR initiatives and employee engagement.
A single solution for all your resource planning needs
Leadership
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Before Retain:
- Stagnant growth & missed opportunities: Inefficient resource allocation and project delays limit the ability to take on new opportunities, stalling business growth and profitability.
- Costly, reactive decisions: Lack of proactive planning leads to rushed, last-minute decisions that increase costs and reduce efficiency.
- Uncontrolled costs & wasted resources: Poor planning results in unexpected expenses, project overruns, and missed profit opportunities due to underutilised resources.
After Retain:
- Accelerated growth & business expansion: Optimised resource management allows for efficient project execution and better capacity planning, enabling the business to take on more opportunities and grow faster.
- Informed, strategic decisions: Data-driven insights support proactive decision-making, reducing costs and improving overall operational efficiency.
- Controlled costs & maximised profitability: Real-time tracking and precise resource allocation prevent overruns and capture all revenue opportunities, enhancing profitability and business health.
A single solution for all your resource planning needs
Easy to use, logical software
It is easy to use and very logical. There are so many customizable fields that we can use for anything and the support have been great at helping me get used to the tool.
Ciaran B.
Audit Application Support
I can't imagine not using Retain
Retain enables me to compile and display data across multiple views, providing accurate, real-time reports for management. It’s now our main tool for workflow planning, supporting informed staffing decisions.
Tanya R.
Workflow & Resource Manager
Retain Planner Review
Very good experience, this software has served us since 2006 for 2500 resources and for 1500 projects so far. Easy and fast to use, configuration quite easy.
Tapani S.
GM in Finland
Features that help you move from managing resources, to mastering them
Efficient resource allocation
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Having your clients, jobs, resources and bookings in one place creates a powerful single view of your resource data and allows for more efficient resource allocation.
Skill-based resource allocation
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By creating your own skills database, resources can be assigned to projects based on their skills and experience. Resource allocation just got easier.
Workflow management
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Use Retain to efficiently plan and manage projects. Easily assign project roles and streamline task management with our seamless workflow system.
Capacity management
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With our powerful reporting and filtering capabilities, you can easily manage your resources and get earlier insight into utilisation and availability fluctuations.
Reports & dashboards
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Work smarter, not harder, using a wide range of reports and dashboards to monitor key deployment metrics and project indicators.
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Why organisations choose Retain
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Trusted by millions
With over 30 years of experience and 1.5 million users globally.
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Easy onboarding
Retain’s Excel inspired interface option ensures easy user adoption.
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Rapid implementation
Whether you’re switching from Excel or other tools, our team and integrations allow you to transition to Retain with minimal disruption.
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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.
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Reporting and decision making
Leverage integrated dashboards and Power BI Reporting for actionable insights and better resource allocation.
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Fast fulfilment and increased utilisation
Our People Finder feature matches the right talent to projects quickly, enhancing efficiency and reducing time to fill requests.
Integrate seamlessly with your favourite apps and tools
Harness the full power of Retain by connecting with your most loved systems with ease.
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Ready to talk? Schedule a demo with Retain today.
Discover Retain’s key benefits:
- Streamlined processes & time savings: Automate scheduling and reduce manual tasks, allowing your team to focus on strategic work and boosting overall efficiency.
- Unified visibility & collaboration: A centralised platform provides real-time insights into resource availability and project status, ensuring everyone is on the same page and minimizing miscommunication.
- Data-driven decision making: Leverage accurate insights and advanced forecasting to optimise resource planning, control costs, and make informed business decisions.
What to expect in your demo:
- Tailored walkthrough: See how Retain’s features align with your specific needs and challenges.
- Interactive Q&A: Ask questions and explore how Retain can work for your business.
- No pressure: Our goal is to help you understand the platform at your own pace.