Flexible Skill and Resource Planning Tools

Efficient ResourcePlanning

Retain Efficient Planning with Retain International

Retain offers a highly flexible tool that can be customised to meet the resource scheduling and reporting needs for businesses of all sizes across a range of sectors.

Simple & Intuitive

Retain is a cross-organisational tool providing skills and availability management for all levels and types of staff. Enabling forward planning and visibility of utilisation, cost and capacity, Retain offers a wealth of functionality including:• Drag & drop, resize and duplicate bookings via the user friendly interface to keep projects up to date.

• Assign colours and shapes to employees and projects to give an insight into the bookings at a glance

• Import, update and store resource and project data in a central solution

• Capture the skills of your team and use the search function to assign the right resources to the right project.

• Dynamic reporting provides increased Management Information on anything from capacity, financial (cost and revenue), time booked.

• Planned vs. Actuals time reports for enhanced visibility and forecasting.

• Capacity, supply and demand planning.

• A range of user profile types to ensure system security whilst maximising usage.

For front line employees• Greater visibility of projects they are planned to work on

• Early warning system for potential clashes or over bookings to assist with evening out peaks and troughs in work.

• Visibility of comments in the project booking that can include detail of the input required – encouraging discussion to clarify activities

• Integration with Outlook calendars, giving a simple overview of bookings, appointments and annual leave.

For delivery leads:• Ability to view pipeline and all committed projects, with the tools to compare “planning” against “actuals” to build ongoing improvements

• Combine capacity and competence searches to identify the best suited and available staff for projects

• Visibility of planned time resource for the duration of a project, including specific personnel over configurable time periods.

For team leaders & management• Ability to understand the demands on teams’ time, enabling proactive management to even out workloads during periods of under- and over-utilisation.

• Ability to understand team skill sets and put in place strategies to cover areas where talent falls below desired levels.

Products & Services

Wallchart – A desktop based graphical scheduling software system to help organisations improve efficiencies and utilisation rates, lower costs and increase revenues.

Web Portal – a web-based version of the Retain Wallchart graphical scheduling system

Retain Skills - a skills management solution add-on for the Retain planning system. Designed to allow detailed skills definition, storing, recording and selection of employees on the system.

Retain Importer – Simplify and speed up data transfers between external or third party sources into a Retain database. Easily keep your records up-to-date whilst reducing the need to manually enter or maintain data.

Calendar Link – Sync Retain to Microsoft Outlook to update bookings scheduled in the Retain Wallchart system

Retain Mobile – Keep up to date, book time and manage projects on the move from your smart device.

Retain Time – Keep a track of hours worked against projects and report on actual time vs. costs using our integrated timesheet system.

How will Retain Benefit your Business?

London Barnards Inn, 86 Fetter Lane, London, EC4A 1EN, UK +44 207 538 4774 info@retaininternational.com www.retaininternational.com

USA +1 646 478 9475 Australia +61 8 8352 2004

About Retain International

Founded in 1996, 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 worked with major commercial and governmental organisations in 65 countries around the world.

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.