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.
Why Choose Retain On-Premise?
Empower Your Business with These Key Features
Advanced Scheduling
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.
Comprehensive Talent Management
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.
Detailed Reporting and Analytics
Generate customisable reports on resource utilisation, project timelines, and financials. Use real-time data to make informed decisions and optimise your resource management.
Robust Security and Configuration Options
Maintain full control over user access and data security with customisable security profiles, multiple location management, and compliance with international standards.
Workflow Automation and Notifications
Automate routine processes and keep your team informed with real-time notifications for booking changes, approvals, and updates.
Integrations with Outlook and Other Systems
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.
Features and Capabilities of Retain On-Premise
Powerful Tools for Effective 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
Features and Capabilities of Retain On-Premise
Powerful Tools for Effective 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
Benefits of Retain On-Premise
Maximise Efficiency, Control, and Security
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.
Real-World Application
Retain On-Premise is used by businesses across various sectors to enhance their resource management capabilities. From professional services firms to large multinational corporations, Retain On-Premise provides the flexibility, control, and security needed to manage resources effectively.
