Industry Solutions

Professional services teams that win and deliver consistently

OakRidge automates the work that drags on proposal velocity and project delivery while keeping consultants in control of every client touchpoint.

Trusted by consultancies, agencies, and MSPs globally
Independence and confidentiality controls built-in
Discuss your practice goalsTour the client delivery workspace

Proof points

  • 35% faster Proposal turnaround

    Firms respond to pursuits in days instead of weeks with OakRidge copilots and content governance.

  • +8 pts Engagement margin

    Integrated delivery rituals highlight at-risk workstreams before they impact profitability.

  • 96% Client retention

    Account teams stay ahead of expectations with proactive insights and automated follow-up tasks.

Service-line offerings

Choose a starting point based on where your firm needs leverage first—OakRidge programs can stand alone or be combined into a comprehensive modernization journey.

Proposal and pursuit acceleration
Equip business development teams with AI copilots that draft responses, highlight differentiators, and coordinate approvals.
  • Auto-build credential decks and bios using governed content
  • RFP decomposition with requirement-to-capability matching
  • Pricing guardrails and margin visibility embedded in workflows
Engagement delivery excellence
Standardize delivery rituals, surface risks, and orchestrate project communications across hybrid teams and partners.
  • Digital project rooms with status, decisions, and next steps
  • Issue triage with escalation playbooks and AI summaries
  • Time and expense automation linked to approvals and invoicing
Knowledge and talent enablement
Capture institutional knowledge, ensure policy adherence, and provide consultants with always-current guidance.
  • Role-based knowledge hubs with search and co-authoring
  • Learning prompts and checklists delivered in the flow of work
  • Compliance monitoring for confidentiality and independence

Plays that keep clients delighted

Bring transparency to delivery, maintain rigorous compliance, and surface actionable insights before your clients even ask.

Client service command center
Give account leaders a consolidated, real-time view of deliverables, feedback, and commercial health.
  • Sentiment tracking across meetings, emails, and surveys
  • Automated renewal and expansion playbooks
  • Executive-ready account briefings generated on demand
Risk and compliance automation
Embed independence checks, data residency policies, and audit trails directly within engagement workflows.
  • Real-time alerts for potential conflicts of interest
  • Document retention rules applied automatically
  • Evidence packets for regulators and client auditors
Insights to practice leadership
Arm leaders with visibility into delivery performance, resource mix, and profitability by client, region, or offering.
  • Gross margin signals with proactive rebalancing recommendations
  • Utilization tracking tied to skills and certifications
  • Forecasting models that adapt to pipeline fluctuations