Cloud-Based Resource Management Software

A unified enterprise resource management platform

Retain is an enterprise resource management platform designed for professional services organisations delivering complex projects. It is the only platform that unifies resource planning, skills intelligence, scheduling and operational reporting across departments within one platform. Instead of relying on disconnected tools for resource planning, skills tracking and project delivery, organisations gain a single system that connects talent capability, project demand and operational performance.

New capacity view
  1. Why fragmented systems create operational risk

    Many organisations rely on disconnected tools to manage resource planning and project delivery. These fragmented systems reduce planning accuracy and increase delivery risk.

    Scheduling managed in spreadsheets
    Skills data stored in HR systems
    Reporting created manually
    Operational visibility limited
  2. Retain unifies resource planning

    Retain centralises resource planning, skills intelligence and operational insights across departments. The platform connects scheduling, capability data and delivery analytics so organisations can coordinate talent across projects while maintaining enterprise governance and security.

    Unified platform for resource planning
    Skills-driven talent allocation
    Operational dashboards and reporting
    Enterprise-grade governance and security

Match the right people using AI-powered suitability

AI suitability matching helps organisations identify the most appropriate talent for each role. The platform evaluates skills, availability, experience and project context to recommend suitable resource assignments.

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Automate assignment while staying in control

Manual allocation slows down planning. Retain supports automated assignment based on defined requirements such as skills, availability, and role criteria. Multiple roles can be allocated in a single action.Rules ensure quality and consistency, while planners remain in full control.

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Auto assignment and availability

Track performance, utilisation, and financial outcomes

Decisions require accurate and connected data. Retain provides reporting across utilisation, capacity, and engagement performance, including revenue, cost, and profit. Leaders can identify trends and act early. This improves visibility, utilisation, and margin control.

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Plan and manage capacity with confidence

Planning should not rely on spreadsheets. Retain provides a clear view of capacity, availability, and demand across teams. Planners can balance workloads, identify gaps, and extend plans into the future using mass roll forward. This ensures work is aligned to real capacity before delivery begins.

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Build a structured view of organisational skills

Skills should be consistent and visible across the organisation. Retain uses a structured skills framework powered by Lightcast, allowing organisations to define, manage, and apply skills consistently. This improves how resources are identified, allocated, and developed.

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Enterprise-grade security and compliance

Your data must be secure and controlled. Retain provides role-based access, audit logs, and compliance with standards such as ISO 27001 and SOC 2. This ensures governance requirements are met across the organisation.

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What is an enterprise resource management platform?

An enterprise resource management platform connects workforce planning, skills data, project delivery and operational reporting within a single system. This allows organisations to coordinate talent across departments while maintaining visibility into capacity, demand and financial performance. By centralising planning data, leadership teams gain a unified view of talent capability, project delivery and operational efficiency across the entire organisation.

FAQs

It connects workforce planning, project scheduling and operational reporting within one system.

Retain centralises scheduling, skills data and operational insights across teams and projects.

Yes. Retain is ISO-27001 certified and SOC 2 Type 2 compliant.

Yes. Retain supports APIs and middleware integrations.

Yes. Teams can access bookings and project information using the mobile application.

Take control of your resource planning

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

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