Los Angeles, 90071, CA,
United States
Oaktree Capital Management Technographics
Oaktree Capital Management Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Oaktree Capital Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1450 Oaktree Capital Management employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Oaktree Capital Management has purchased the following applications: SAP Concur Expense for Expense Management in 2015, Microsoft 365 for Collaboration in 2017, DocuSign eSignature for Digital Signing in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Oaktree Capital Management is running and its propensity to invest more and deepen its relationship with SAP , Microsoft , DocuSign or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Oaktree Capital Management revenues, which have grown to $1.60 billion in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Oaktree Capital Management intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Oaktree Capital Management Tech Stack and Enterprise Applications
Oaktree Capital Management ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SAP | Legacy | SAP Concur Expense | Expense Management | ERP | n/a | 2015 | 2015 |
In 2015, Oaktree Capital Management deployed SAP Concur Expense for Expense Management to centralize employee expense reporting and approvals. The implementation provisioned SAP Concur Expense as the firmwide expense reporting platform, and employees submitted expense reports using Concur software. Deployment emphasized standard Expense Management capabilities such as receipt capture, itemized expense entries, and mobile expense submission.
Configuration and workflow design concentrated on automated approval routing, corporate policy enforcement, and expense coding to support finance and compliance processes. Governance established role-based approval tiers and audit controls to standardize expense review and reimbursement workflows across corporate finance and business units. The implementation reflects an operational focus on streamlining employee-submitted expense reports within SAP Concur Expense and aligning approval controls with Oaktree Capital Management’s finance policies.
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Oaktree Capital Management Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2017 | 2017 |
In 2017, Oaktree Capital Management implemented Microsoft 365 for Collaboration. The company’s public website references Microsoft 365, indicating the application is part of Oaktree Capital Management’s corporate productivity and collaboration stack.
Microsoft 365 delivers cloud-hosted Office applications, enterprise email, and document collaboration capabilities consistent with the Collaboration category. Functional capabilities associated with the deployment include Office productivity apps, cloud document storage and sharing, and team collaboration tools that support knowledge worker workflows.
The Microsoft 365 deployment positions Microsoft 365 as the primary Collaboration platform for Oaktree Capital Management, aligning application-level productivity with outward web presence. For an enterprise of this scale, governance implications typically include centralized tenant and identity management, and role based access controls to manage document sharing and collaboration workflows.
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Oaktree Capital Management Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2021 | 2021 |
In 2021, Oaktree Capital Management implemented DocuSign eSignature as a Digital Signing solution. DocuSign eSignature is embedded on Oaktree's public website to enable electronic execution of investor-facing and client agreements through browser-based signing flows.
The implementation leverages DocuSign eSignature capabilities typical of the Digital Signing category, including embedded signing sessions, template-driven envelope creation, authentication controls, and documented audit trails. Templates and envelope workflows are configured to standardize document presentation and signer sequencing for recurring agreement types.
Technically the deployment is surfaced through the website front end with server-side envelope orchestration, using DocuSign eSignature mechanisms to create, route, and track signature requests. Operational coverage focuses on client onboarding, investor relations, legal intake, and compliance workflows that require verifiable electronic signatures and retention of execution records.
Governance for the eSignature implementation emphasizes centralized signature workflows, role-based access to template management, and retained audit logs for each executed envelope. The configuration supports enforceable authentication steps and documented signer consent consistent with financial services compliance practices.
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Web Content Management | Content Management |
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2015 | 2015 |
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Web Content Management | Content Management |
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2021 | 2021 |
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Oaktree Capital Management CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Customer Experience | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Oaktree Capital Management ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2020 | 2020 |
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Oaktree Capital Management Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Portfolio and Investment Management | Investment Management |
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2014 | 2014 |
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Portfolio and Investment Management | Investment Management |
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2014 | 2014 |
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Oaktree Capital Management Procurement
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Procurement | Procurement |
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2011 | 2011 |
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Supplier Relationship Management | Procurement |
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2011 | 2011 |
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Oaktree Capital Management TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Governance, Risk and Compliance | TRM |
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2018 | 2018 |
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Oaktree Capital Management PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2020 | 2020 |
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Oaktree Capital Management IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2000 | 2000 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Oaktree Capital Management CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Web Application Firewalls (WAF) | CyberSecurity |
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2014 | 2014 |
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IT Decision Makers and Key Stakeholders at Oaktree Capital Management
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Oaktree Capital Management Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||