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What is Retain Resource Planning?
Retain is a global resource planning and management solution available cloud or on-premise depending on your business requirements.
Developed over the last 20 years Retain has worked with resource planners to design a solution that truly manages resources across multiple teams, with multiple skills across different locations and time zones for faster demand fulfilment, improved demand planning and exceptional client experiences.
Who Uses Retain Resource Planning?
Thousands of companies are using Retain every day to schedule their staff. We provide software to a range of sectors including; Accounting, Audit & Tax, Professional Services, Legal Services & Tech.
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Retain Resource Planning
Reviews of Retain Resource Planning
Retain - Trusted and user friendly resource planner
Comments: 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.
Capita Retain Response
2 years ago
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 [email protected]
Alternatives Considered:
Can't imagine not using Retain
Comments: 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.
Capita Retain Response
2 years ago
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 [email protected] 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.
Retain should look to transform from resource management to experience management
Comments: 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.
Resourceful Platform for Project and Tasks Planning
Comments: Retain Resource is integral in brings suitable mechanisms of managing all the resources in a business
Pros:
The program brings organization to all the business resources that companies have, and accurate allocation is done.
Cons:
The software has made consistent assistance in managing resources.
Hits the mark!
Comments: Overall, Retain has driven greater and more immidiate visibility of engagements and utilisation right across the workforce. The focus and attention from the customer service team has been almost immediate throughout and all issues have been professionally and succesfully dealt with.
Pros:
The ability to have a real time view of the workforce provides critical actionable insight at a management level, whilst also assisting our team leaders in accurately managing existing deployments and planning for upcoming epeak and troughs.
Cons:
The scrolling function takes some time to get used to.
Cloud product still maturing
Pros:
For our teams Retain is synonymous with resource planning so moving to the cloud product was an easy sell and required very little training.
Cons:
The cloud product is still fairly new and we have come up against a range of bugs affecting user experience. They have not been mission critical but it undermines the potential of the new platform.
Retain's Review
Comments: 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.
Capita Retain Response
2 years ago
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/
Easy to Use
Comments: 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.
CPAB Review
Comments: We have used the on prem version for many years and have migrated to the could platform. Generally the product does we we need it to do.
Pros:
The new version is on the cloud. THe GUI is easy to use. Very little training required for staff.
Cons:
We wish the product has more out of the box reporting. Visual reports that look just like the dashboard.
Capita Retain Response
2 years ago
Many thanks for your feedback about your experiences using the Retain Cloud platform. One of our initial goals with the newer cloud platform was around low-touch and self-sufficiency and so it is good to hear that post-implementation that you have got up and running. Our reporting capability is being enhanced in each quarterly release where we enable more data to be reported on. Please look out for our release notes that will summarise the key changes and speak to us if you require any help. Please feel free to leave your ideas on our Ideas portal: https://retain.ideas.aha.io/
Great resource management
Pros:
Simple clear management of resources and skills across the team giving an accurate overview of the future resource planning and capacity
Cons:
Time sheet functionality would be beneficial
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
Capita Retain Response
2 years ago
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 [email protected] so we can help you further.
Revieuw By Bas
Pros:
The constant updates and once the configurability.
Cons:
The lagg/slow scrolling. It is rather slow to use I have to admit. It also logs me out often during a day and it gives a lot of errors nowadays when planning with Roles(requests).
Capita Retain Response
2 years ago
Thanks for your feedback, Bas. Sorry to hear that you are having a problem with timeouts. We are aware that this is an issue; unfortunately, many external factors unrelated to Retain can cause issues with timeouts. We are investigating the root causes of this issue. Please contact us at [email protected] so that we can discuss your specific issue further.
Retain resourcing
Comments: Overall I use it every day and am happy that it helps me plan my team resources effectively and provides me with the capacity planning required to make recruitment and priority decisions.
Pros:
I simply like the resource wallchart views
Cons:
The resource booking feature - a very poor experience.
Capita Retain Response
2 years ago
Many thanks for your feedback about your experiences using the Retain Cloud platform. One of the primary goals of the planner views – Resources or Projects/Jobs, is to help you visualise what is happening in resource planning. We take note however of the comment about the resource booking feature and so please feel free to speak to us about how we can help improve the use of this capability using our Ideas portal: https://retain.ideas.aha.io/
retain planner use
Comments: 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
Retain Review
Comments: Resource time bookings are being managed for engagements
Pros:
Easy to use and install. Gets detailed time booked , generates reports.
Cons:
Not very robust when it comes to changes.
Capita Retain Response
2 years ago
Many thanks for your feedback about your experiences using the Retain Cloud platform. The Retain platform has been designed with data granularity as one of the key requirements for resource planners. It is therefore possible to create a booking anything from an hour to weeks or months. The date range selector will define how much data you can see on a single screen. These are planner-view fundamentals. Regarding your comment about making changes, please speak to our support team if this becomes a major concern.
Easy to use and helpful Resource Management tool
Pros:
Planning and calendar functionality helps us to predict potential bottlenecks and squeezes further into the future, and allows us to flex resourcing from other available resource pools with the appropriate notice - or set customer expectations accurately and appropriately.
Cons:
Integration into timesheets would be a helpful addition in the future.
Capita Retain Response
2 years ago
Hi Matt, thank you for your feedback and we are pleased that your business is gaining value from implementing Retain Cloud. Just to let you know that we are now able to support this requirement plus the ability to report on bookings vs. actuals. Please contact us directly for further information.
Retain Resource Planning Review
Pros:
Retain is a useful tool for resource planning
Cons:
The reporting and analytical functions of Retain require improvement
Capita Retain Response
2 years ago
Hi Catriona, thank you for your feedback and we are pleased that your business is gaining value from implementing Retain Cloud. Our reporting capability has significantly improved over the past few months and will continue to do so with our quarterly releases. If there is anything in particular that your business wishes to see, then please contact us [email protected] as we are always looking for new ideas to improve our product many of which are coming from existing users.
Great tool for forecasting and report running
Pros:
It is very easy to use and has many functions.
Cons:
It's not something that effects the product but the aesthetic of the Wallchart seems very outdated and could do with a new look.
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.
Capita Retain Response
2 years ago
Hi Carien, thank you for your feedback. I am pleased to inform you that we now have the capability to report on skills. We are happy to give you and your team a demo on how to use this feature, please contact us at [email protected]. Thank you.
Retain review
Comments: Great - good product and very good customer support
Pros:
Simple to use planner grid - easy to find and select correct resources
Cons:
I would like to see Timesheets with an approval workflow
Capita Retain Response
2 years ago
Thanks for your feedback Nick. Timesheet approvals is something we are investigating for our Cloud and On-premise solutions at the moment. Have you looked at our ideas portal? https://retain.ideas.aha.io/