Solutions → Professional Services

Resource management software for professional services firms

Professional services organisations must coordinate consultants across multiple engagements while maintaining utilisation and delivery quality. Retain provides a unified resource management platform that helps firms allocate talent across projects while maintaining visibility into capacity, skills and engagement profitability.

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  1. The problem

    Why professional services planning becomes complex

    Consulting organisations must balance project demand with workforce capacity while maintaining high utilisation rates.

    Consultants allocated across multiple engagements
    Skills requirements vary by project
    Utilisation targets difficult to maintain
    Limited visibility into capacity across teams
  2. The solution

    How Retain supports professional services organisations

    Retain centralises resource planning across engagements and service lines, allowing firms to coordinate talent more effectively.

    Plan consultant allocations across engagements
    Track utilisation across projects
    Allocate expertise based on capability
    Improve forecasting of project demand

Maintain visibility into consultant capacity

Real-time capacity insights allow resource managers to understand availability across teams and allocate consultants effectively.

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Standard Plans – Copy

Match consultants to engagements using skills intelligence

Skills frameworks help organisations identify consultants with the expertise required for each engagement.

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Skills

Replicate recurring projects with mass roll forward

Recurring engagements can be extended into future periods using mass roll forward capabilities, reducing manual planning effort.

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Mass Roll Forward (1)

Monitor utilisation and project performance

Operational dashboards provide visibility into utilisation and engagement performance across the organisation.

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Capacity and utlisation and capacility – Copy

Business Impact

A unified resource management platform enables technology organisations to coordinate engineers across projects while maintaining visibility into workforce capacity and delivery performance.

Organisations can:

  1. Increase billable utilisation

  2. Improve engagement staffing

  3. Reduce scheduling conflicts

  4. Improve project profitability

BPM Case Study

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Cohen and Co

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Baker Tilly Staples Rodway

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What is resource management software for professional services?

Resource management software helps professional services organisations allocate consultants across engagements while maintaining visibility into capacity, utilisation and project delivery performance.

FAQs

Resource management software helps professional services firms allocate consultants across engagements while maintaining visibility into utilisation, capacity and delivery performance.

Retain provides real-time visibility into workforce availability, allowing firms to allocate consultants effectively and maintain high billable utilisation.

Yes. Retain provides organisation-wide visibility into workforce capacity across departments and offices.

Yes. Planning and reporting tools allow organisations to forecast future project demand and evaluate staffing capacity.

Yes. Retain allows firms to match consultants to engagements based on skills, experience and certifications.

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See how Retain helps you improve utilisation, plan projects with confidence, and deliver work more efficiently.

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