Zaandam, 1507 CC,
Netherlands
Oaktree Group Technographics
Oaktree Group Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Oaktree Group and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 48 Oaktree Group 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 Group has purchased the following applications: Exact Online for ERP Financial in 2021, Microsoft 365 for Collaboration in 2015, Sales Manager CRM for CRM in 2017 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 Group is running and its propensity to invest more and deepen its relationship with Exact Software , Microsoft , Sales Manager Software 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 Group revenues, which have grown to $5.0 million 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 Group 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 Group Tech Stack and Enterprise Applications
Oaktree Group ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Exact Software | Legacy | Exact Online | ERP Financial | ERP | n/a | 2021 | 2021 |
In 2021, Oaktree Group implemented Exact Online as its ERP Financial solution. Exact Online is exposed on the company website and serves as the primary finance and accounting application for the firm.
The Exact Online deployment concentrates on core ERP Financial capabilities typical for small professional services firms, including bookkeeping, accounts payable and receivable, invoicing, VAT reporting, and bank reconciliation. Configuration emphasizes chart of accounts alignment and automated recurring invoices to support client billing workflows, while standard financial reporting modules handle statutory and management reports. The implementation reflects a compact architecture suitable for a 48 employee professional services firm, with centralized data and role based user access for accounting and finance users.
Exact Online is integrated with the company web presence to surface client billing and invoicing touchpoints and to streamline order to cash interactions between the website and back office. Operational scope covers finance and accounting functions across the organization, with governance centered on controlled user roles, approval workflows for invoices and payments, and standardized month end processing. The deployment narrative positions Oaktree Group Exact Online ERP Financial as the backbone for their financial operations and client billing orchestration.
|
Oaktree Group Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015, Oaktree Group implemented Microsoft 365 as its primary Collaboration platform. The cloud-hosted Microsoft 365 tenant was provisioned to support a 48 person professional services firm in the Netherlands and is surfaced on the company website to provide centralized access to core communication and document capabilities.
The implementation emphasizes Collaboration modules native to Microsoft 365, including Exchange Online email, SharePoint Online document libraries, OneDrive file sync, and Microsoft Teams for real-time chat and meetings, with Outlook used for end user mail access. Operational coverage focuses on corporate communications, client engagement teams, and back-office functions, with tenant-level governance implemented through centralized user provisioning, group and policy controls, and administrative management in the Microsoft 365 admin center to enforce access and content controls across the environment.
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Oaktree Group CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sales Manager Software | Legacy | Sales Manager CRM | CRM | CRM | n/a | 2017 | 2017 |
In 2017 Oaktree Group implemented Sales Manager CRM, deploying CRM, ordermanagement and contractmanagement modules to centralize contract handling and recurring billing for its cloud ICT services in the Netherlands. The Sales Manager CRM implementation tied CRM capabilities directly to contract and order workflows to consolidate customer records, orders and contract metadata in a single application.
The deployment configured contractmanagement for contract lifecycle control, ordermanagement to capture and track order status, and the CRM module to provide installed base tracking and customer relationship context. Workflows were aligned to automate recurring billing cycles and to expose order and contract status to sales and finance users for operational coordination.
Operational coverage was focused on the Netherlands region and impacted business functions including sales, finance and service operations to improve service response coordination. The project began in 2017 and delivered improved visibility across orders and contracts, faster contract invoicing and better service response times for the region.
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Oaktree Group PPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Project Portfolio Management | PPM |
|
2017 | 2017 |
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Oaktree Group IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2018 | 2018 |
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IT Decision Makers and Key Stakeholders at Oaktree Group
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Oaktree Group Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||