Expert Consulting Solutions.
Rooted in Process. Built for Growth.
What our Clients Say…
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![Dry, brown oak leaf on a weathered, gray wooden surface.]()
“We saved nearly $2 million dollars on a process that was going to be offshored. Instead, [SAGE & OAK] provided a much needed automated lift to our process!"
Director Product, Insurance Company
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![White delicate flowers with green stems draped over soft, beige fabric.]()
“We appreciate the clarity you provide to anyone in your meetings, opportunities for questions, and sound advice for go forward."
Director Operations, Insurance Company
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![Two large, rustic clay vases with handles, one large and one small, placed on a wooden surface with a wooden tray, greenery in the larger vase, and a wooden background.]()
"…Thank you for your professionalism, commitment and hard work. Thank you for not taking meeting declines personally and perservering with the more challenging stakeholders. Your collaboration on this front allowed us to turn a resistant stakeholder into one that appreciates the team and the value we provide. Last but certainly not least, thank you for bringing your friendly smile and sense of humour to our office and video calls!"
Project Manager, Insurance Company
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![Three stone pots placed on wooden pedestals of varying heights against a neutral wall.]()
“I just wanted to thank you for all that you did and let you know how your contributions have had such a positive impact on the project. Your collaboration is very much appreciated, and [the team] would not be able to execute effectively without your expertise and support!!!”
Project Manager, Insurance Company
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![Close-up of a weathered wooden circular cutting board on white fabric surface.]()
"We saved $40,000/annually by hiring [SAGE & OAK]. They automated a very clunky process that was not only eating up our time and efforts, but also improved the customer experience. Before, our customers were waiting weeks on end to receive a Letter of Experience - now they receive their letters within 3 business days. What a difference. Thank you!'
Operations Manager, Insurance Company
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![Three white marble pedestals with dried white and brown flowers in glass vases, set against a textured beige wall with sunlight and shadows.]()
"You played a key role in making this the 'smoothest launch ever' (direct quote from our of our Ops leaders)! You have a passion for our team and your efforts to forge strong connections is noticed and greatly appreciated."
Director Operational Effectiveness, Insurance Company
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![Close-up of intertwined, weathered, and gnarled pieces of driftwood or old wood.]()
"Reaching out again to say thanks to Katherine and the [project team] for joining our [meeting] last week to share updates on the initiative. The conversation has continued all week about how exciting the tool is. There is definitely a positive buzz around [the tool]! I think part of the reason was how 'dialed-in', engaging and informative the presentation was, so major shout out to Katherine and the team!”
Operations Manager, Insurance Company
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![Dry, skeletonized leaf with visible veins on a white background.]()
"With [the project] winding down I wanted to say thanks. You built a tool better than what I had even hoped it would be. I can't believe how lucky we are to have you, your skillset and your persistence on our project. You made such a difference...In addition to that your work on the DOEs for the dry run and figuring out average handle times is greatly appreciated. Also - you are one of my favourite people to work with! Thank you!"
PI Director Product, Insurance Company
What we are offering…
Process Improvement Investigations
When workflows get tangled, growth stalls. We help untangle the knots in your operations and replant processes on solid ground — so your team can thrive.
Automation
Repetitive tasks and clunky systems are like weeds in your operations — draining energy and slowing growth. We build lightweight, custom automations that clear the way and keep your team focused on higher-value work.
Data Analysis & Modelling
Healthy decisions need strong roots. We dig into your data, uncover the patterns, and surface the insights that help your business grow with confidence. From SQL models to dashboarding, we turn scattered numbers into meaningful direction.
About
our company
At Sage & Oak, our name reflects what we deliver: wisdom, strength, and growth. “Sage” speaks to insight and strategy; “Oak” to reliability and deep-rooted systems that last. Together, they guide our approach to process improvement.
We combine Lean Six Sigma expertise with modern tools — SQL, Python, and automation — to uncover inefficiencies, redesign workflows, and build smart, scalable solutions. Most consultants don’t code. Most developers don’t optimize process. We do both.
We help your operations thrive — by eliminating waste, enhancing consistency, and embedding change that sticks. Partner with us, and let’s help your business flourish.
Contact Us
Interested in working together? We’d love to offer you a complimentary 30 minute consultation to see if we’d be a good fit! Click the button below to be taken to our scheduler, fill out the information, we will be in touch shortly to schedule a meeting. We can’t wait to hear from you!
