Enterprise-grade automation tuned for small and mid-sized teams
OakRidge bundles best-in-class automation with approachable services so you can run a modern operation without building an internal platform team. Launch fast, measure impact, and expand when you are ready.
What’s included
- Automation blueprints mapped to your existing tools and approval flows.
- Success metrics dashboard that tracks capacity returned and pipeline impact.
- Dedicated OakRidge success manager with on-demand office hours.
Growth plays ready out of the box
We’ve productized the highest-impact SMB workflows across finance, operations, and customer experience. Pick the plays you need today and turn on more as your business grows.
- Accounts payable, collections, and revenue follow-up automations
- Customer support triage with human handoffs baked in
- Inventory and fulfillment monitoring with instant alerts
- Out-of-the-box integrations for CRM, ERP, accounting, and HR tools
- Scenario modeling with configurable assumptions and guardrails
- Weekly KPI digests sent to owners, managers, and investors
- Campaign sequencing that adapts to engagement signals
- Unified customer timelines with automation-triggered tasks
- Service recovery workflows that notify teams instantly
Pricing aligned to your stage
Transparent packages bundle automation, analytics, and enablement so you know exactly what’s covered. Upgrade when your needs expand; no surprise fees.
- Two production-ready agents with guided templates
- Curated analytics dashboard with ROI snapshots
- Monthly enablement workshops for your core team
- Four agents spanning finance, GTM, and customer success
- Unlimited integrations from the OakRidge SMB catalog
- Bi-weekly strategy reviews with action plans
- Centralized governance with location-level tuning
- Advanced forecasting and cash planning modules
- Adoption campaigns and playbooks for every site
Prefer to experiment first? Join our weekly demo session.
Programs that keep momentum high
OakRidge pairs technology with people who understand small business realities. You get proactive partnership, measurable outcomes, and confidence that automation will keep working even as your operation changes.
White-glove onboarding
We align with your operators, configure integrations, and train each role through guided sessions and short video explainers.
- 30-day go-live plan with milestone tracking
- Role-based knowledge base you can adapt
- Shared feedback hub for iterative improvements
Always-on support
An OakRidge success manager and automation specialist stay in the loop to monitor health, answer questions, and propose new wins.
- Response in under one business hour for critical issues
- Quarterly optimization sprints to extend coverage
- Office hours your team can drop into at any time
Predictable performance
SLO-backed automations, automated QA, and transparent reporting prove value and keep leadership confident as you scale.
- Target uptime and completion rates per workflow
- Monthly ROI scorecards with annotated recommendations
- Compliance-ready exports across financial and customer workflows