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features
design
support

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Description

Retain is a comprehensive resource management solution utilized by major firms such as KPMG, Ernst & Young, Deloitte, and PwC, along with numerous other professional services companies. This software enables organizations to generate and communicate planning details with enhanced precision. With Retain, users gain valuable insights into planning data, extensive reporting capabilities that facilitate the extraction of significant business intelligence, metrics designed to assess success, and tools for talent management that help oversee performance and identify skill gaps. Additionally, Retain is accessible from any location, as its Cloud SaaS platform encompasses all the essential features needed for effective workforce scheduling, including skill tracking, forecasting capabilities, smart reporting mechanisms, and visually engaging graphical tools that enhance user experience. Overall, Retain stands out as an indispensable asset for organizations looking to optimize their resource planning and management processes.

Description

heroBI serves as a comprehensive performance tracker, utilizing the logged hours of your team members to provide you with valuable insights. You can seamlessly integrate with your preferred time-tracking tool through our user-friendly integration feature. Organize your teams and clients based on various criteria such as department, location, or any other classification that suits your needs. Gain a complete overview of your agency's performance, highlighting both the highest-performing teams and the projects that may need attention. Analyze how your current performance stacks up against previous months, and access daily updates as well as monthly and yearly forecasts for the entire organization or specific teams. Evaluate crucial performance metrics like profit, revenue, and utilization across different teams, clients, offices, or any tailored category. Ensure all logged hours are accounted for and receive estimates on future hours expected from each team member. Additionally, monitor open invoices according to their due dates and identify which clients tend to settle their payments more promptly than others, offering valuable insights into your cash flow. This holistic approach enables agencies to make informed decisions and optimize their operations effectively.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Napta Yes 

Integrations

Napta No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$29 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Retain International

Founded

1993

Country

United Kingdom

Website

retaininternational.com

Vendor Details

Company Name

heroBI

Country

Israel

Website

www.herobi.io

Product Features

Project Management

Agile Methodologies Yes 
Budget Management Yes 
Client Portal Yes 
Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking No 
Portfolio Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies Yes 

Resource Management

Capacity Management No 
Data Visualization No 
Demand Forecasting No 
Drag & Drop No 
Employee Scheduling No 
Filtered Search No 
Resource Allocation No 
Skills Tracking No 
Utilization Management No 

Time and Expense

Activity Tracking Yes 
Billable Hours Tracking Yes 
Billing Rate Management Yes 
Expense Tracking Yes 
Invoice Processing Yes 
Multiple Billing Rates Yes 
Project Tracking Yes 
Reimbursement Management Yes 
Time Tracking by Client Yes 
Time Tracking by Project Yes 

Workforce Management

Budgeting & Forecasting Yes 
Contractor Management No 
Employee Lifecycle Management Yes 
Labor Projection Yes 
Performance Appraisal No 
Recruiting Management No 
Scheduling Yes 
Skills Tracking Yes 
Time & Attendance Yes 
Variable Workforce No 

Product Features

Advertising Agency

Campaign Management No 
Collaboration No 
Document Management No 
File Sharing No 
Project Management No 
Task Management No 
Time Tracking No 

Business Intelligence

Ad Hoc Reports No 
Benchmarking No 
Budgeting & Forecasting No 
Dashboard Yes 
Data Analysis No 
Key Performance Indicators No 
Natural Language Generation (NLG) No 
Performance Metrics No 
Predictive Analytics No 
Profitability Analysis No 
Strategic Planning No 
Trend / Problem Indicators No 
Visual Analytics No 

Data Analysis

Data Discovery Yes 
Data Visualization Yes 
High Volume Processing No 
Predictive Analytics No 
Regression Analysis No 
Sentiment Analysis No 
Statistical Modeling No 
Text Analytics No 

Resource Management

Capacity Management No 
Data Visualization Yes 
Demand Forecasting No 
Drag & Drop No 
Employee Scheduling No 
Filtered Search No 
Resource Allocation No 
Skills Tracking No 
Utilization Management No 

Time and Expense

Activity Tracking No 
Billable Hours Tracking No 
Billing Rate Management No 
Expense Tracking No 
Invoice Processing No 
Multiple Billing Rates No 
Project Tracking No 
Reimbursement Management No 
Time Tracking by Client No 
Time Tracking by Project No 

Time Tracking

Automatic Time Capture No 
Billable & Non-Billable Hours No 
Billing & Invoicing No 
Employee Database No 
Expense Tracking No 
Mobile Time Tracking No 
Multiple Billing Rates No 
Offline Time Tracking No 
Online Time Tracking No 
Overtime Calculation No 
Time per Project Reporting No 
Timesheet Management No 
Vacation / Leave Tracking No 

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