Retain Resource Planning Software

Retain Resource Planning Software

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About Retain Resource Planning

Access real-time information from across your business in multiple locations, improve processing time to respond faster to new resource demands from clients and enhance the way you match people with specific tasks to deliver exceptional experiences. Balance supply and demand and maximise your margins however large your workforce gets with effective forecasting, business planning and insight-driven decision making from a single, comprehensive view. Plan for future workstreams and scale operations by carrying out training and recruitment to meet client demand. Keep employees motivated to develop and succeed and achieve optimal billable utilisation for more balanced workloads and a healthier work/life balance....
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Retain Resource Planning User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4

Showing 7 reviews

Anonymous

Company size: 201-500 employees

Time used: Less than 6 months

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
5

Ease-of-use

out of 5
4

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

August 2019

Retain - Trusted and user friendly resource planner

Retain Resource Planning application helps me utilize resources at the organization I work and lets me manage resources for the future. I was never disappointed with Retain.

Pros

Retain is an amazing resource planning software I found recently. And I loved it from the first use. It helps me plan future work at our organization very easily like no other planner has done. I like the user friendly interface very much and how it is available as a desktop application, web application and a mobile app. I love how customizable it is and it also support multiple currencies.

Cons

I have not experienced any cons so far. It's a highly reliable product.

Reasons for switching to Retain Resource Planning

Because my previous resource planner gave me errors and was not reliable when I needed it

Tanya

Company size: 11-50 employees

Industry: Accounting

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by the software vendor to submit an honest review.
4

Ease-of-use

out of 5
5

Value for money

out of 5
4

Customer support

out of 5
4

Functionality

out of 5

May 2021

Can't imagine not using Retain

Before Retain, we used an excel tracker for staffing. Everyone entered this information differently, which posed issues for accurate reporting. Retain has allowed me not only to compile and display this data in multiple views and functions. It has allowed accurate and timely reporting to upper management and is now serving as the main tool in our workflow planning meetings, enabling myself and management to make staffing decisions based on live and accurate data.

Pros

Retain is the resource management tool I needed to be proactive in planning and forecasting staffing solutions. Plans view is the selling point for me. Being able to see all the staff jobs planned on a calendar is what led me to decide to implement Retain at my firm rather than other resource management software. The Skills feature is allowing a small firm like FK to hone in on Staff's skills and thus finding the perfect "fit" when staffing a job using this feature.

Cons

I dislike when I am in the middle of reviewing someones plans and I get timed out. Or when there are additional upgrades to the software, and all my settings and features have been restored to factory. Another thing that could be improved on is bringing additional editing shortcuts from Retain Wallchart to Retain Cloud. The ability to crop and resize bookings is something that I am missing in my day to day handling of staff's plans.

Reasons for choosing Retain Resource Planning

It came down to ease of use, reliability and customer care. Retain was leaps and bounds ahead with all of the above, while still providing superior software.

Catriona

Company size: 10,000+ employees

Industry: Pharmaceuticals

Time used: More than 2 years

Review Source: Capterra

3

Ease-of-use

out of 5
5

Value for money

out of 5
4

Customer support

out of 5
3

Functionality

out of 5

November 2021

Retain Resource Planning Review

Pros

Retain is a useful tool for resource planning

Cons

The reporting and analytical functions of Retain require improvement

Ciaran

Company size: 5,001-10,000 employees

Industry: Information Technology and Services

Time used: More than 2 years

Review Source: Capterra

5

Ease-of-use

out of 5
4

Customer support

out of 5
4

Functionality

out of 5

November 2021

Easy to use, logical software

Pros

I have Taken over the the Retain admin for my company about a year and a half ago and have found it a very easy software to pick up. It is easy to use and very logical. There are so many customizable fields that we can use for anything and the support have been great at helping me get used to the tool. We have it tailor made for our business now and I think it does a great job at helping us manage our resources and bookings

Cons

There's some annoying bugs that happen in our retain that are very hard to get to the bottom of, for some example every now and again we will get triplicate bookings during our SAP import and the next day (import) it will correct itself. It's hard to identify and the root cause for little things sometimes

tapani

Company size: 10,000+ employees

Industry: Mechanical or Industrial Engineering

Time used: More than 2 years

Review Source: Capterra

5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

November 2021

retain planner use

very good experience, this software has served us since 2006 for 2500 resources and for 1500 projects so far

Pros

easy and fast to use, configuration quite easy

Cons

a bit vulnerable for inexperienced users, still very failsafe and insensitive to incomplete data fed in to system

Reasons for choosing Retain Resource Planning

needed a standard application with professional support. system architecture for SQL database were a must for the decision

Eugene

Company size: 10,000+ employees

Industry: Automotive

Time used: More than 2 years

Review Source: Capterra

4

Ease-of-use

out of 5
4

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

November 2021

Easy to Use

Our organization uses only the basic functions of Retain Planner. This is partly because the users aren't interested in the additional features. However, it could also be argued that if the intermediate/advanced features were more intuitive and easier to use, the users may be more inclined to try them out.

Pros

Our organization uses only the basic functions of Retain Planner. For that purpose, we find Retain Planner to be very easy to pick up and use.

Cons

For the intermediate features (e.g. Reports), usage is somewhat less intuitive and workarounds are often needed. For this, we need support from more experienced internal users or Retain technical support.

Carien

Company size: 201-500 employees

Industry: Law Practice

Time used: Less than 12 months

Review Source: Capterra

5

Ease-of-use

out of 5
5

Value for money

out of 5
4

Functionality

out of 5

November 2021

Why you should use Retain for Lawyers

Pros

It makes it possible to with a birds eye view see who is utilised and who isnt. Equal distribution of work is made easier and associates take ownership of their skill set and exposure they want to receive.

Cons

No report on skills, this would make it a lot easier to review by HR and Management.

Reasons for choosing Retain Resource Planning

n/a