Get your business off spreadsheets — and into intelligent systems.
Oak Operations designs and builds custom cloud software, AI-powered automation, and real-time analytics for niche industries. We replace the fragile Excel workflows your team fights every day with tools they'll actually love.
Your business runs on spreadsheets.
It shouldn't.
Spreadsheets are where great companies start — and where growing ones get stuck. Copy-paste errors, version chaos, and manual reporting quietly tax every hour of your team's day.
- ✕ Critical data trapped in tabs only one person understands
- ✕ Hours lost each week to manual re-keying and reconciliation
- ✕ No single source of truth — every report tells a different story
- ✕ Off-the-shelf software that doesn't fit how you actually work
Four ways we move you forward
Custom-built, not off-the-shelf. Every engagement is scoped to your industry, your data, and the way your team already works.
Custom Software
Internal tools, portals, and full applications built for your niche — the workflow off-the-shelf products never quite fit. We ship fast with Retool and modern web stacks, then hand you something maintainable.
AI Automation & Workflows
We connect your tools and let software do the busywork. n8n workflows, AI agents, and document processing that handle the repetitive tasks stealing your team's time — reliably, around the clock.
Data Analytics
One source of truth. We consolidate scattered data into clean pipelines and live dashboards so you can see margin, performance, and trends in real time — instead of rebuilding the same report every Monday.
Supply Chain & Operations
Deep operations roots. Demand planning, inventory, and S&OP systems built on the same custom-software foundation — so forecasting and procurement finally run on logic, not gut feel and stale exports.
Where is your workflow leaking time?
Pick the symptom that sounds most like your business to see the root cause — and exactly how we'd fix it.
Spreadsheet Sprawl
Your operation lives across a maze of linked workbooks. Every change risks breaking a formula three files away, and onboarding anyone new takes weeks.
A custom app on a real database
We migrate your logic into a purpose-built Retool app backed by a proper database — keeping the flexibility of a spreadsheet with the safety of software.
- Structured data with validation & permissions
- Familiar UI your team learns in minutes
- One source of truth, safely multi-user
Manual Busywork
Your best people spend hours moving data between email, your store, your accounting tool, and a spreadsheet — work that adds no value and invites mistakes.
Automation that runs itself
We map the repetitive path and rebuild it as n8n workflows and AI agents that run automatically — with alerts when something needs a human.
- Tools connected end-to-end via API
- AI handles docs, emails & data entry
- 40+ hours/week reclaimed for real work
Reporting Blindspots
You can't answer "how are we really doing?" without a day of exporting and reconciling — and by then the number's already stale.
Live dashboards, always current
We build automated pipelines that feed real-time dashboards — margin, KPIs, and trends visible the moment you need them.
- Automated daily/hourly data syncs
- SKU-, client-, or unit-level margin clarity
- Decisions on live data, not last month's
Software That Doesn't Fit
You pay for a platform that does 60% of what you need — and force your team to work around the other 40% with side spreadsheets and workarounds.
Software shaped to your process
We build the exact tool your workflow needs — often on top of what you already use — so the software fits you, not the other way around.
- Industry-specific features, no bloat
- Integrates with your current stack
- Yours to own and evolve
From messy today to running system
A tight, transparent engagement — you see working software early and often, never a black box.
Discover
We map your workflow, data, and the bottlenecks costing you the most — no jargon, no assumptions.
Design
You get a clear scope and prototype so you can see the solution before we build a line of it.
Build
We ship in fast iterations on Retool, n8n, and modern stacks — with your feedback each step.
Automate
We connect, automate, and hand over something documented that your team can run and grow.
Real problems, working systems
Representative engagements across custom software, automation, and analytics for growing operations.
Retool ops portal for a distributor
A multi-channel distributor ran fulfillment across 14 linked workbooks only one manager fully understood.
n8n + AI order & invoice pipeline
An ops team hand-keyed orders and invoices between email, their store, and accounting.
Live margin intelligence dashboard
Leadership couldn't trace true SKU profitability after freight, duties, and fees.
A boutique software & operations studio
Oak Operations exists to close the gap between how growing companies actually work and the software that's supposed to support them. We pair real operations experience with modern engineering — building custom tools, automations, and analytics that fit your business instead of forcing your business to fit them.
We work best with niche industries underserved by generic SaaS: the teams running serious operations on spreadsheets and duct tape, ready for systems that scale with them.
8+ years leading planning and supply-chain intelligence for high-growth e-commerce and regulated retail — architecting the data pipelines and operational systems behind 7-figure revenue scales. B.S. Business Information Systems, concentration in Supply Chain Management.
Core capabilities
- Custom internal tools & Retool apps
- AI automation & n8n workflows
- Data pipelines & live dashboards
- Excel & legacy-process migration
- Demand planning & inventory systems
- API & systems integration
Industries served
Ready to get off spreadsheets?
Book a free discovery call, or take our 2-minute questionnaire and we'll come prepared with ideas for your specific workflow.
Start with the bottleneck
A 60-second intake so our first conversation is about solutions, not discovery. Prefer to talk first? Grab a time on the calendar.