Unite all your systems and connect your data
Abacus
Align project tracking with resource plans to improve utilisation and delivery efficiency.
Aderant
Connect practice management data to improve planning accuracy and delivery contr
Access APS
Connect audit workflows with schedules to ensure accurate planning across engagements.
Bamboo HR
Connect people data to plan capacity accurately based on real-time availability.
CCH
Integrate compliance workflows into resource plans to improve deadlines and utilisation.
Employment Hero
Synchronise workforce data to support accurate scheduling and capacity management.
IRIS Practice Management
Synchronise jobs and billing data to connect planning with operational performance.
Microsoft Dynamics 365
Synchronise calendars and collaboration data to align resource plans with daily operations.
Microsoft Synapse
Feed planning data into analytics platforms to support enterprise reporting and insights.
MYOB GreatSoft
Integrate practice management with planning to streamline operations and visibility.
Oracle
Connect enterprise finance and project data to improve forecasting accuracy and financial control.
Oracle Netsuite OpenAir
Connect enterprise finance and project data to improve forecasting accuracy and financial control.
PracticePro 365
Sync client work and deadlines to align resource plans with practice operations.
Salesforce
Link pipeline with capacity to ensure work is planned and delivered without risk.
SAP
Align resource planning with cost, revenue and profitability using unified data.
SugarCRM
Integrate financial and operational data to align resource planning with cost, revenue and profitability.
Thomson Reuters GoFileRoom
Link document workflows with delivery plans to improve visibility, and accountability across client work.
Workday
Integrate workforce and organisational data to align resource planning with skills, availability and business structure.
KAINOS
Kainos has partnered with Retain to provide AI-powered resource orchestration for Workday customers.
Kainos’ expertise across Workday HCM, Financial Management and PSA is combined with Retain’s AI‑powered resource orchestration to enable more intelligent, data‑driven deployment of skills and capacity across organisations.
Integrated with Workday, Retain extends the platform’s people‑centric system of record with advanced resource allocation and skills visibility. This unified foundation helps organisations respond to changing demand, improve utilisation, and align the right people to the right work at the right time.
Within a Workday‑centric architecture, Retain enhances staffing and resource management through AI‑driven insights, skills‑first matching and real‑time visibility across demand and capacity—supporting more effective workforce planning and delivery execution.
Book Your Demo Today
See how Retain helps you improve utilisation, plan projects with confidence, and deliver work more efficiently.
What are integrations in resource management software?
Integrations enable resource management platforms to connect with the wider technology ecosystem, including HR systems, finance platforms, CRMs and calendars. This ensures that planning data is not siloed, but aligned with the systems that drive operations and decision-making. By enabling data to flow between systems, integrations reduce manual processes, improve accuracy and ensure that resource planning reflects real-time business activity across the organisation.
FAQs
Yes. Retain integrates with Outlook and Microsoft 365 calendars.
Yes. Retain supports platforms such as MuleSoft and Azure Logic Apps.
Yes. All integrations operate within the security framework described in Security & Compliance.
Yes. CRM platforms can connect to support demand forecasting.