Q: How long does a project take?

A: Project timelines vary based on the complexity and scope of the problem we’re addressing. In general, we aim to complete engagements within 8–12 weeks.

If additional support is required beyond this timeframe, we’re happy to discuss flexible options to extend our work together. Our priority is to deliver high-quality results on time — without forcing a one-size-fits-all approach.

Q: What industries do you serve?

A: We work with teams where back-office processes need untangling — regardless of industry.

We’ve worked with organizations across financial services and in the manufacturing sector, but we’re always open to exploring new sectors. 

We take a tailored, insight-driven approach that works across industries.

If your team is juggling legacy systems, manual workflows, or growing pains tied to outdated processes, we’d be happy to help. Whether you’re scaling a startup or modernizing an established operation, we’ll meet you where you are — and help build what’s next.

If you’re not sure whether we’re the right fit, reach out anyway. We’ll happily talk it through with you.

Shoot us a message through our Contact page or info@sageandoakconsulting.com and we can chat!

Here’s where we’re currently growing:

1. Financial Services

• Why? High volume of manual processes, regulatory compliance, legacy systems

• Examples: Credit unions, brokerages, small banks, wealth management offices

2. Manufacturing

• Why? Production scheduling, inventory management, quality control, and legacy systems

• Examples: Small to mid-sized manufacturers, industrial suppliers, precision parts

3. Healthcare

• Why? Tons of paperwork, data entry, regulatory reporting, billing cycles

• Examples: Clinics, diagnostic labs, private practices, mental health networks

4. Life Sciences / Biotech

• Why? Lab data processing, R&D workflow tracking, regulatory submissions

• Examples: Mid-sized labs, CROs (contract research orgs), biotech startups

5. Higher Education / Research

• Why? Funding applications, administrative workflows, research data logging

• Examples: Universities, research institutes, grant-funded projects

6. Professional Services

• Why? Client onboarding, billing, document management, data analysis

• Examples: Law firms, accounting practices, tax advisors, real estate offices

7. Logistics & Supply Chain

• Why? Shipment tracking, vendor management, demand planning

• Examples: Warehouses, distributors, third-party logistics providers (3PL)

8. Property Management / Real Estate

• Why? Lease processing, maintenance request systems, client communication workflows

• Examples: REITs, mid-sized property managers, real estate development firms

9. Retail / eCommerce

• Why? Inventory management, reporting, CRM processes, backend operations

• Examples: Shopify sellers, boutique brands, niche product distributors

10. Customer Support / Call Centers

• Why? Ticketing systems, response tracking, knowledge base management

• Examples: Outsourced call centers, service desks, tech support providers

11. Government / Non-Profit

• Why? Grants, applications, approvals, community program management

• Examples: Local municipalities, NGOs, community health orgs

12. Tech Startups

• Why? Often grow too fast to optimize processes; need systems that scale

• Examples: SaaS firms, fintechs, martechs, edtechs

Q: Can you work with our existing tools?

A: Absolutely. Our goal is to maximize efficiency — for both your operations and our approach. We prioritize leveraging your existing tools and resources whenever it makes sense. If something is working well, there’s no need to change it. We focus our efforts on optimizing what’s not working, so you see the greatest value from our engagement.

Q: Do you provide training/support after implementation?

A: We don’t just deliver solutions — we help ensure they take root and deliver long-term value. We provide training and resources for your team to build confidence with new processes and tools. We also offer flexible support options post-implementation, so you can continue to evolve and improve at your own pace.