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Smarter Working → AI Suitability Matching

AI-powered resource matching for project delivery

Retain uses AI suitability matching to help organisations identify the most appropriate talent for project roles. By analysing skills, experience, availability and historical project data, the platform recommends suitable resources for each role. This helps planners make informed staffing decisions while reducing the time required to search for and evaluate potential candidates across the organisation.

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Why identifying the right talent is difficult

Organisations often struggle to identify the most suitable talent for project roles when capability data is fragmented or difficult to access. Without intelligent matching tools, planners must manually review profiles and availability before making assignment decisions.

Skills data stored across multiple systems

Resource suitability difficult to evaluate quickly

Manual searching slows staffing decisions

Capability gaps discovered too late

Challanges

How Retain improves resource matching

Retain uses AI suitability matching to evaluate resource capability and availability when identifying candidates for project roles. This helps organisations allocate talent based on capability data while improving the efficiency of staffing decisions.

AI evaluates skills and experience

Recommendations based on role requirements

Matching considers availability and workload

Improved visibility into talent capability

Solution
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Match the right people in seconds

Manual searching slows down allocation. Retain uses AI to match resources to roles instantly, helping planners identify suitable candidates without relying on memory or spreadsheets. This speeds up staffing and reduces time spent searching.

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Shortlist the most relevant candidates

Good decisions come from clear options. Retain allows planners to shortlist preferred resources directly from the suggestions list. This makes it easier to focus on the most suitable candidates and compare options before assigning. Shortlisting supports more structured and confident decision-making.

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Adjust matching based on your needs

Retain allows planners to toggle suggestions on or off. When enabled, the system surfaces broader matches based on similar skills and experience. When disabled, only resources who fully meet the requirements are shown.

Business Impact

A unified resource management platform enables resource managers to coordinate talent across projects while maintaining visibility into workforce capacity and utilisation.

Organisations can:

Improve workforce visibility

Balance workloads across teams

Allocate specialists more effectively

Improve project delivery coordination

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See how Retain helps you improve utilisation, plan projects with confidence, and deliver work more efficiently.

How do AI-powered suggestions improve resource allocation?

AI-powered suggestions improve allocation by surfacing suitable candidates based on structured data such as skills, availability, and experience. This reduces reliance on manual searching and helps planners identify relevant resources more quickly, while maintaining full control over final decisions.

FAQs

When enabled, AI suggestions surface additional candidates who may not be exact matches but are suitable based on similar skills and experience.

Only resources who fully meet the defined role requirements are shown in the suggestions list.

Resources are prioritised based on a combination of suitability and availability. Sorting can be adjusted as needed.

Resources can be assigned directly from the suggestions pane, as well as during role creation and from planning views.

No. AI provides suggestions only. Users remain in full control of all assignment decisions.