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Customer Stories


Who are BPM LLP?

BPM LLP is one of the US's 40 largest public accounting and advisory firms. Their global workforce comprises over 1200 professionals. They aim to use their in-depth knowledge of the transactional industry to help their clients succeed. They offer full-service capabilities in assurance, advisory, tax, and wealth management. Irrespective of the challenge, BPM's cross-industry professionals are prepared to help no matter how complex the accounting and reporting issues are.


"Retain was very accommodating and made a significant effort to tailor each demonstration of the needs of various departments". 

Myla Duggans, Senior Operations Manager, BPM


BPM has doubled in size in the last 5 years. BPM’s rapid growth combined with having multiple resourcing mechanisms didn’t allow for complete visibility and optimization of resources. Challenges with process bottlenecks were taking a toll on a fractured system with technology constraints. Manual systems created to tie systems and workflows together were not allowing BPM to scale properly. 

Existing Solution

Manual Workarounds

New Solution

Retain Cloud


  • Greater visibility of resources
  • Better use of Management time
  • Improved reporting and business processes
  • Improved utilisation rates
  • Storage of skills and qualifications to match resources to jobs


Up to 35% reduction in manual process 

Following the implementation of Retain Cloud. BPM LLP immediately realised the impact of Retain by being able to reduce manual processes by 35%. This has allowed BPM to make faster decisions when planning resources.

Reducion in 100's of admin hours

Through Retain, BPM can now effectively schedule jobs with the right resources. Retain has saved BPM, 100's of administration hours. BPM finds Retain user-friendly and approachable, which is great for onboarding. 2 of BPM’s practice groups are fully utilizing Retain. Overall, BPM is on its way to optimized scheduling performance.

Rapid adoption of Retain Cloud

BPM achieved rapid and efficient onboarding of their employees across two practices by implementing our user-friendly interface.

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