Which is why we’ve created a cost-effective, next-generation resource planning tool, to make it easy for businesses of all sizes to schedule your people and increase billable hours, whether you have a small number or many thousands of employees.
Book a DemoAccessible anywhere. Retain Cloud has everything you need to schedule people effectively, including skills tracking, forecasting, intelligent management information reporting and insightful graphical features.
Agile Planning Wallchart View
Transform your resource planning with the agile planning view which enables you to instantly see who is working on each project in real-time for the weeks and months ahead. Plan bookings against a resource, or place bookings in an unassigned area for future allocation to give a view of supply and demand based on confirmed and potential projects.
By improving visibility of available resources, Retain Cloud can increase utilisation rates across your organisation by an average of 5%.
Saving time and effort, the graphical view lets you instantly see gaps in utilisation and overbookings, reducing the risk of over and under-utilising your team. More efficient planning ensures you have the optimum allocation of people on your project, often resulting in faster project completion times, allowing you to recognise revenue sooner.
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Talent Management
Enable your people to build profiles of themselves, citing their personal details, skills and capabilities. These profiles can then be shared and accessed by colleagues with appropriate permission and the resource data will transfer over to the wallchart when making bookings.
Staffing managers can plan not only according to who has capacity, but also whose skills best align with the overall requirements of the project thus creating an optimum planning schedule whilst ensuring work assignments are fairly disbursed. By matching the best-skilled or experienced people to a project, you’ll not only satisfy and exceed your client’s expectations, but you’ll also foster a motivated, engaged and retained workforce.
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Project View
Retain Cloud gives you a high-level overview of each job, enabling you to filter your view to focus on jobs relevant to you. Easily switch between viewing by job or by resource, to see a real time view of allocation against either requirement.
Job planning will be more efficient, freeing up management time and giving you greater visibility across your entire organisation. The job view allows for project-focused planning with the ability to drill down into job details to ensure jobs stay on track and remain profitable.
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Reporting
Generate Power BI reports on resource and job data to create crucial management information for executive governance. These are available as customisable dashboard reports for you to create the views you’re interested in.
The fully flexible visual reporting suite allows you to interrogate your data, make informed business decisions, providing the whole picture of your resourcing and projects, including availability vs utilisation and project breakdown.
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Flexible Configuration & Permissions
Designed with the end user in mind, Retain Cloud is highly intuitive and user friendly, right from the initial configuration and security permissions. Match your organisation’s hierarchy and visibility requirements through granular security and access controls and personalise the system to work for your business: assign easy to identify colour schemes, set up user profiles, import data or sync with other systems.
The user-friendly configuration means that you’re up and running quickly without wasting precious time on upskilling. Being able to set role-based user permissions ensures only appropriate personnel can see the relevant information, securing sensitive data and keeping all your information in one place.
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We provide software to a range of sectors including Professional Services, Manufacturing, Creative, Banking and Charity.
Our clients collectively manage over a million resources every day, across 65 countries.
With over 20 years' experience, we've helped hundreds of organisations achieve success.
Contact Us Capita - Retain International
Copyright Building
30 Berners Street
London, W1T 3AB
United Kingdom
UK & WORLD +44 20 7538 4774
USA +1 917 634 8609
AUSTRALIA +61 8 8352 2004
