Case Study: Gerald Edelman improves resource management and boosts utilisation with Retain

A Retain International Case Study

Preview of the Gerald Edelman Case Study

Gerald Edelman boosts utilisation 5-10% with Retain

Gerald Edelman, an accounting, audit, and tax firm, faced significant challenges managing resources and forecasting with a cumbersome Excel-based system. The process was slow, prone to errors, and limited to only a few users, leading to inefficiencies and project delays. Seeking a more robust solution, the firm turned to vendor Retain International for its resource management software.

By implementing Retain's platform, the firm gained a powerful tool with drag-and-drop functionality and conflict highlighting. The solution from Retain International eliminated underbooking and overbooking, leading to a 5-10% increase in utilization rates. This provided clearer data for recruitment and improved the matching of talent to projects, resulting in higher client satisfaction and supporting business growth.


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