List of Retain cloud Customers
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Since 2010, our global team of researchers has been studying Retain cloud customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Retain cloud for Advanced Planning and Scheduling from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Retain cloud for Advanced Planning and Scheduling include: Cohen & Co, a United States based Professional Services organisation with 800 employees and revenues of $188.0 million, Gerald Edelman, a United Kingdom based Banking and Financial Services organisation with 140 employees and revenues of $15.0 million, Rickard Luckin, a United Kingdom based Professional Services organisation with 149 employees and revenues of $13.8 million and many others.
Contact us if you need a completed and verified list of companies using Retain cloud, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Retain cloud customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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Cohen & Co | Professional Services | 800 | $188M | United States | Retain Software | Retain cloud | Advanced Planning and Scheduling | 2022 | n/a | In 2022, Cohen & Co implemented Retain cloud, a solution in the Advanced Planning and Scheduling category, to support scheduling and forecasting for its U.S. assurance teams during busy seasons. The implementation targeted improvements in reporting, forecasting and cross-team collaboration for assurance workflows. Retain cloud configuration centered on resource scheduling, capacity planning and reporting capabilities, with scheduling rules and capacity models aligned to assurance engagement workloads. Reporting was delivered through an integrated Power BI connection, enabling faster operational reporting and improved forecast visibility using Retain cloud data. Deployment was executed as a cloud-hosted application across Cohen & Co’s United States assurance teams, embedding Advanced Planning and Scheduling functionality into resource management and assurance delivery processes. Governance emphasized standardized scheduling workflows and centralized reporting, and the implementation supported improved reporting accuracy, forecast timeliness and collaboration during peak periods. | |
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Gerald Edelman | Banking and Financial Services | 140 | $15M | United Kingdom | Retain Software | Retain cloud | Advanced Planning and Scheduling | 2022 | n/a | In 2022 Gerald Edelman implemented Retain cloud to centralise resource scheduling and long range capacity planning across its United Kingdom operations, targeting Advanced Planning and Scheduling requirements for professional services resource allocation and forecasting. The deployment provisioned Retain cloud as a single scheduling authority for the firm, consolidating planning data to support consistent workforce planning and utilization tracking. Configuration emphasized the Retain cloud resource scheduling and capacity planning modules, with reporting capabilities instrumented to surface overbooking and underbooking patterns. Scheduling rules, availability calendars and capacity models were implemented to support staffing decisions and to accelerate long range forecasting cycles using Retain cloud functionality. No external integrations were documented for this engagement, and operational coverage focused on resource managers, workforce planning and client delivery teams within Gerald Edelman in the United Kingdom. The implementation aligned day to day scheduling with longer term capacity planning to reduce scheduling conflicts and clarify resource assignments. Governance established role based scheduling ownership and a reporting cadence for capacity reviews, embedding Retain cloud into routine planning workflows. Gerald Edelman reported a 5–10% increase in utilisation and faster forecasting, with reduced over and under booking that improved staffing decision making. | |
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Rickard Luckin | Professional Services | 149 | $14M | United Kingdom | Retain Software | Retain cloud | Advanced Planning and Scheduling | 2022 | n/a | In 2022, Rickard Luckin deployed Retain cloud across its UK offices to streamline resource scheduling and improve manager visibility, implementing a centralized Advanced Planning and Scheduling application to coordinate staffing and assignments. The deployment supported approximately 80 users and consolidated scheduling and planning workflows into a single cloud service, establishing Retain cloud as the operational planning tool for professional services resourcing. The implementation emphasized planner and table views, bookings capture, and utilisation reporting within Retain cloud. Planner and table views were configured to provide team level and manager level scheduling visibility, bookings workflows were adopted to record engagements and assignments, and utilisation reporting was used to inform short term capacity planning and reduce administrative overhead. Operational coverage focused on UK offices and core people planning workflows, impacting resource scheduling, capacity planning, and manager oversight. Rollout and adoption included user onboarding for the roughly 80 named users and establishment of centralized scheduling governance to maintain consistent bookings and reporting practices. The deployment delivered an estimated annual time savings of around A317k, and reduced administrative effort through standardized planner views and utilisation reporting. |
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