Platform → Security & Compliance

Enterprise-grade security for resource management

Retain is designed for organisations managing sensitive operational and workforce data across projects, teams and departments. The platform provides enterprise-grade security architecture that protects resource management data while supporting governance and regulatory requirements. Retain is ISO 27001 certified and SOC 2 Type 2 compliant, enabling organisations to deploy the platform confidently across enterprise, government and regulated environments.

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The problem
Why operational planning systems require strong governance

Resource management platforms store sensitive information about resource capacity, project planning and organisational performance. Without proper governance controls, organisations risk data exposure and limited visibility into system activity.

Sensitive operational data exposed to unauthorised users
Changes to bookings or allocations not tracked
Compliance requirements difficult to maintain
Limited visibility into system activity
The solution
How Retain protects enterprise planning environments

Retain provides enterprise-grade security architecture that supports secure deployments across organisations with complex governance requirements.

Role-based access controls across users and teams
Comprehensive audit logging across system activity
Secure authentication and access management
Compliance with recognised security standards

Retain is proudly SOC 2 Type II and ISO 27001 certified

Retain is SOC 2 Type II and ISO 27001 certifications ensure strong data security. These certifications emphasise our commitment to protecting our customer’s data.

Control access with role-based permissions

Organisations can define user roles and permissions to ensure individuals only access the data relevant to their responsibilities. This supports governance while maintaining operational flexibility across teams.

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Track system activity with audit logs

Retain records key system activity across bookings, roles and configuration changes. This provides organisations with visibility into who made changes, when they occurred and how planning data evolves over time.

Secure data across integrations and APIs

Security controls extend across integrations to ensure operational data remains protected when synchronised with external systems and enterprise platforms.

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What security standards should resource management software meet?

Resource management software should meet recognised security standards such as ISO 27001 and SOC 2, while providing role-based access controls, audit logging and secure authentication. These capabilities ensure that operational data is protected and organisations can maintain governance across planning processes.

FAQs

Yes. Retain is ISO 27001 certified, ensuring adherence to internationally recognised information security standards.

Yes. Retain is SOC 2 Type 2 compliant, demonstrating strong controls around data security and operational processes.

Yes. Retain is GDPR-ready and supports organisations managing personal data across regulated environments.

Retain uses role-based permissions to ensure users only access relevant information.

Yes. Audit logs provide visibility into system changes and operational activity.

Enterprise-grade security for resource management

Why operational planning systems require strong governance

How Retain protects enterprise planning environments

Retain is proudly SOC 2 Type II and ISO 27001 certified

Control access with role-based permissions

Track system activity with audit logs

Secure data across integrations and APIs

BPM Case Study

Cohen and Co

Baker Tilly Staples Rodway

What security standards should resource management software meet?

FAQs

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