Retain Resource Planning

RATING:

4.4

(19)

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.

Retain Resource Planning Pricing

Our pricing is based on the number of users. For details on our packages please visit https://www.retaininternational.com/pricing

Starting price: 

£15.00 per month

Free trial: 

Available

Free version: 

Available

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Retain Resource Planning Reviews

Overall Rating

4.4

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

4

Value for money

4.5

Functionality

4

Most Helpful Reviews for Retain Resource Planning

1 - 5 of 19 Reviews

Anonymous

201-500 employees

Used daily for 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.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed 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

Vendor Response

Thank you for your feedback, it is great to hear that you love our product. We are always looking to make improvements, so if you do have any suggestions please contact us at info@retaininternational.com

Replied September 2022

Tanya

Accounting, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed 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.

Reason 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.

Vendor Response

Thanks for your feedback, Tanya. Sorry to hear that you are having a problem with timeouts. We are aware that this is an issue and unfortunately a number of external factors unrelated to Retain can cause issues with timeouts. We are investigating root causes on this issue. Please contact us on info@retaininternational.com so that we can discuss your specific issue further. As part of our Roadmap for cloud we are adding additional functionality to Retain Cloud planner. This includes improved planner functionality to support better selection, block copy, cut/split bookings & view rotations between jobs and resources.

Replied September 2022

Eric

Accounting, 10,000+ employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

3

EASE OF USE

2

VALUE FOR MONEY

2

CUSTOMER SUPPORT

1

FUNCTIONALITY

3

Reviewed August 2022

Retain should look to transform from resource management to experience management

Using Retain is like going to the dentist. You know you have to go, but are not excited about it.

PROS

The Search feature is most impactful and the Table View is easier to use.

CONS

The reporting feature is nothing more than a means to dump raw data in MS Excel. The reporting comes after our experience managers manipulate the data into actionable information.

Tram

Financial Services, 201-500 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed August 2022

Retain's Review

Overall, our experience with product Retain Cloud (Web version) is fine. I used to use Retain Wallchart (App version) previously in PwC Vietnam then I could recognized the enhancement as well as disadvantages of Retain Cloud. The good points of this product are some reports can perform like Power BI, users (at manager level) can customized their view and all users can access the system from any devices. As for the drawbacks, we noticed that your technical teams have done all their best to enhance the functionalities gradually. BDO Singapore separately sent them some requests and got their feedbacks very fast (except for some still in consideration to develop in future :), and we still keep following up on that )

PROS

The color pallets - It's really helpful for us to definite the booking's types, engagements manager and bookings purposes. Secondly, granting user access to the Retain Cloud is easily and conveniently.

CONS

The reporting functions does not work well per our expectation. We appreciated the efforts of supporting team for their fast actions on our requests. However, currently we often use only 3-4 in total 20 types of designed templated. Our resource team will work more with Retain Supporting team on this matters on a later date.

Vendor Response

Thank you Tram for your review. The colour themes are designed to provide some meaning to your resource planning data and so it is good that you have discovered this very important feature. Resource management is very visual and the planner views can get very busy and so this was one of the reasons we included colour themes in the early releases. Please feel free to leave your ideas on our Ideas portal: https://retain.ideas.aha.io/

Replied October 2022

Ciaran

Information Technology and Services, 5,001-10,000 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed 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

Vendor Response

Thank you for your feedback, it is great to hear that you have found the software very intuitive and customisable, that is the experience we wanted to provide. Regarding the triplicated booking issues, I suspect this is an issue with your SAP integration. Please contact us at info@retaininternational.com so we can help you further.

Replied September 2022