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Retain Cloud to optimize resource management for FGMK

12th March 2021

Retain International has secured a multi-year contract with FGMK, LLC, a leading professional services firm, to deliver Retain Cloud, a resource planning and management software solution.

Retain Cloud will enable FGMK to efficiently plan and schedule hundreds of accounting, tax, and advisory professionals to the right projects. Retain Cloud is the latest product release from Capita, offering a fully SaaS, cloud solution.

FGMK required a dynamic, scalable solution that could grow with its rapidly expanding business while also improving data quality across the organization. With Retain Cloud, leadership throughout the firm’s various practice areas will be able to have a complete view of available resources and capacity, as well as demand, which will help them monitor and manage confirmed and potential client service engagements. Optimizing workforces this way is designed to help increase utilization and realization, and support firm growth.

Using Retain, FGMK can build profiles against skills and capabilities so planning can be done not only according to who has capacity, but also who has the best skill-set for the engagement, resulting in quicker time to staff, and greater client satisfaction.

Nick Dale, managing director of Retain International, said: “Effectively planning and managing resources for professional services projects in today’s new world is critical. Retain takes away the complexity of matching projects with available resources, enabling FGMK to focus on the value added services it provides to its clients.”

FGMK Partner Michael Fernandez added, “Our decision to partner with Retain was based on our most valuable resource – our people. We believe that this software will allow us to staff our engagements more effectively and efficiently, will give our people the best opportunities to grow, and most importantly, will allow us to continue to provide our clients with the high level of service that they deserve.”

Retain International has been delivering resource planning and management software solutions to organisations for nearly 30 years and its products are used to manage over 1.5 million people in over 70 countries.

About Retain International

Founded in 1992, Retain International provides professional services firms with a market-leading resource planning and talent management platform. Now a wholly-owned subsidiary of Capita plc, Retain works with major commercial and governmental organisations in 70 countries around the world, enabling them to increase people utilisation rates, increase productivity and streamline planning processes. Moreover, over 1.5m resources worldwide are planned and managed through Retain. Retain’s success stems from a unique and practical approach to customers’ needs. This approach, coupled with an experienced team and the latest technology, is why Retain is trusted by the Big Four accounting firms worldwide. Further information can be found at www.retaininternational.com

About Capita

Capita is a consulting, transformation and digital services business. Every day our 61,000 colleagues help millions of people, by delivering innovative solutions to transform and simplify the connections between businesses and customers, governments and citizens. We partner with clients and provide the insight and cutting-edge technologies that give time back, allowing them to focus on what they do best and making people’s lives easier and simpler. We operate in the UK, Europe, India and South Africa – and across six divisions: Customer Management; Government Services; People Solutions; Software; Specialist Services; and Technology Solutions. Capita is quoted on the London Stock Exchange (CPI.L). Further information can be found at www.capita.com

About FGMK

FGMK is a leading professional services firm providing assurance, tax and advisory services to privately held businesses, global public companies, entrepreneurs, high-net-worth individuals and not-for-profit organizations. FGMK is among the largest accounting firms in Chicago and one of the top ranked accounting firms in the United States. Further information can be found at www.fgmk.com.

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