On-Premise Resource Management Software

The Why
Why organisations choose Retain On-Premise

Maximise efficiency, control, and security with an on-premise solution

Enhanced Client Experiences - Quickly respond to resource demands, ensuring that clients receive top-tier service and support.
Scalable Growth - Manage extensive resources and requests efficiently, providing scalability for expanding businesses.
Optimised Talent Development - Plan future workstreams, align development with business goals, and maintain high levels of employee engagement.
Complete Data Security - Host data on your servers, ensuring compliance with regulatory standards and full control over data access and security.
The What
What is Retain On-Premise?

Customisable resource management hosted locally

Retain On-Premise is a comprehensive resource management solution designed for organisations that need full control over their operations. Hosted on your own servers, it offers advanced tools for scheduling, talent management, and analytics, tailored to meet your specific needs while ensuring data security and compliance.

Easily manage projects and resources with flexible scheduling tools. Utilise drag-and-drop functionality, colour coding, and custom views to optimise your workflow and keep projects on track.
Track employee skills, certifications, and experience. Align talent with project needs using powerful search and skill matching features to ensure the right people are on the right projects.
Generate customisable reports on resource utilisation, project timelines, and financials. Use real-time data to make informed decisions and optimise your resource management.
Maintain full control over user access and data security with customisable security profiles, multiple location management, and compliance with international standards.
Automate routine processes and keep your team informed with real-time notifications for booking changes, approvals, and updates.
Sync bookings with Outlook calendars and integrate seamlessly with existing business systems using APIs, ensuring all team members have access to the latest scheduling information.

Explore Retain On-Premise features

Resource Management

Planner Grid for Scheduling: Manage projects with flexible plans and personalised views. Use drag-and-drop, colour coding, and detailed configurations for efficient scheduling.
Flexible Booking Options: Create bookings for multiple people, manage placeholder bookings, and adjust bookings easily with features like cut, copy, duplicate, and extend.
Capacity Management: Monitor resource utilisation and manage capacity to prevent overbooking or underutilisation.

Talent Management

Skill and Talent Profiles: Keep detailed profiles of employee skills and certifications. Use these profiles to match the right talent to the right projects.
Role and Demand Management: Create and manage roles based on specific skills criteria. Use shortlisting and flexible dates to ensure efficient staffing.
Marketplace and Bulletin Board: Advertise roles internally, allowing employees to apply for positions that match their qualifications and interests.

Workflow Management

Automated Notifications and Alerts: Set up notifications for booking changes, role requests, and workflow approvals to keep your team informed.
Demand Workflow: Streamline the role request and approval process with flexible date options and colour coding to indicate staffing levels.
Outlook Calendar Integration: Sync bookings directly with Outlook to ensure that all scheduling information is up-to-date.

Data and Analytics

Customisable Reporting: Create detailed reports on resource utilisation, client projects, and skills. Export data to Excel or CSV for further analysis.
Real-Time Insights: Access real-time data to monitor project progress and make informed decisions about resource allocation.
API Integration: Use APIs to integrate Retain On-Premise with other business systems, ensuring seamless data flow and enhanced functionality.

Security and Configuration

User Access Security Profiles: Define access levels for different users to maintain data security and integrity.
Custom Configuration: Adjust settings to meet your organisation’s specific needs, including multiple locations, currencies, and diary options.
Data Protection and Compliance: Ensure your data is secure with encryption and compliance with international standards.

Project and Resource Tracking

Real-Time Project Tracking: Use Gantt/timeline views and status tracking to monitor project progress.
Document Management: Attach relevant documents to bookings, projects, and clients for easy reference.
Cost and Revenue Tracking: Monitor financials related to bookings, including custom cost and revenue settings.

Support and Training

Comprehensive Support: Access documentation and help desk support to assist with system setup and maintenance.
Training and Onboarding: Guide new users through the setup and use of Retain On-Premise to ensure effective adoption.

Retain: On-Premise Resource Management Software For Large Teams

Why organisations choose Retain On-Premise

What is Retain On-Premise?

Business Impact

Improve operational visibility

Strengthen delivery coordination

Reduce fragmented planning processes

Support enterprise governance requirements

Explore Retain On-Premise features

Resource Management

Talent Management

Workflow Management

Data and Analytics

Security and Configuration

Project and Resource Tracking

Support and Training

BPM Case Study

Cohen and Co

Baker Tilly Staples Rodway

Find out more about Retain on-premise

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