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Cybersecurity consultancy

Oakmere Springs Security · Cybersecurity consultancy · Raleigh, NC

Mateo Mwangi is the engagement lead at Oakmere Springs Security, a Raleigh cybersecurity consultancy, and uses this to bill each assessment, chase what is still unpaid and keep the client list current by re-importing it without losing or duplicating anyone.

Software and ITBillingImports4 tables · 5 views · 1 form · 1 dashboard · 1 digest · 1 notification · 1 stage rule set · 1 agent
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Assessment board

Assessments
Scoping4
OS-26-108Staff phishing simulationAlderwick Freight Brokers
OS-26-115Security policy refreshSutter Gale Insurance Agency
OS-26-123Incident response plan reviewLarkfield Orthopedics
OS-26-124Third-party vendor risk reviewHollin Brook Credit Union
In testing6
OS-26-102Online banking application testHollin Brook Credit Union
OS-26-110Quarterly vulnerability scanningMarlow Bay Software
OS-26-111Container platform reviewMarlow Bay Software
OS-26-118Plant network vulnerability scanRavensmoor Manufacturing
OS-26-121Staff awareness training and phishingDunmere Library District
1 more
Report in review2
OS-26-106Dispatch software penetration testFinchley Row Logistics
OS-26-114Agent portal penetration testSutter Gale Insurance Agency
Delivered5
OS-26-104Clinic Wi-Fi and network reviewTamarack Ridge Dental Group
OS-26-107Cloud storage configuration reviewAlderwick Freight Brokers
OS-26-113Incident readiness tabletopPennywhistle Pharmacy Group
OS-26-117Phishing simulation, spring roundCorbel and Thrush Law
OS-26-120Public Wi-Fi and catalog system testDunmere Library District
Closed7
OS-26-101Annual external penetration testHollin Brook Credit Union
OS-26-103Patient portal vulnerability scanTamarack Ridge Dental Group
OS-26-105Warehouse systems security policy reviewFinchley Row Logistics
OS-26-109Product release penetration testMarlow Bay Software
OS-26-112Pharmacy network segmentation reviewPennywhistle Pharmacy Group
2 more

Tables

Assessments

24 sample rows · 17 columns

Each security assessment sold to a client: what it is, who leads it, when it is due and what has been billed.

Assessment numberAssessmentClientServiceStageFee typeQuoted fee
OS-26-124Third-party vendor risk reviewHollin Brook Credit UnionSecurity policy reviewScopingHourly$8,200
OS-26-108Staff phishing simulationAlderwick Freight BrokersPhishing simulationScopingFixed fee$3,900
OS-26-115Security policy refreshSutter Gale Insurance AgencySecurity policy reviewScopingHourly$5,600
OS-26-123Incident response plan reviewLarkfield OrthopedicsIncident readinessScopingFixed fee$4,200
OS-26-122New clinic network reviewLarkfield OrthopedicsCloud configuration reviewIn testingFixed fee$6,200
OS-26-111Container platform reviewMarlow Bay SoftwareCloud configuration reviewIn testingHourly$9,600
OS-26-106Dispatch software penetration testFinchley Row LogisticsPenetration testReport in reviewFixed fee$16,800
OS-26-118Plant network vulnerability scanRavensmoor ManufacturingVulnerability scanIn testingFixed fee$6,300
OS-26-102Online banking application testHollin Brook Credit UnionPenetration testIn testingFixed fee$21,500
OS-26-114Agent portal penetration testSutter Gale Insurance AgencyPenetration testReport in reviewFixed fee$13,400
OS-26-104Clinic Wi-Fi and network reviewTamarack Ridge Dental GroupCloud configuration reviewDeliveredFixed fee$7,400
OS-26-113Incident readiness tabletopPennywhistle Pharmacy GroupIncident readinessDeliveredFixed fee$4,600

12 more rows

Invoices

35 sample rows · 10 columns

What the firm has billed for each assessment and what is still unpaid.

Invoice numberAssessmentBillingIssuedPayment duePaid onAmount
INV-26-617OS-26-110Retainer monthOct 8, 2026Oct 23, 2026—$1,800
INV-26-635OS-26-122DepositOct 5, 2026Nov 4, 2026Oct 14, 2026$3,100
INV-26-634OS-26-121Retainer monthSep 28, 2026Nov 12, 2026—$900
INV-26-610OS-26-106DepositSep 25, 2026Nov 9, 2026Oct 12, 2026$8,400
INV-26-627OS-26-118DepositSep 23, 2026Oct 23, 2026—$3,150
INV-26-603OS-26-102DepositSep 19, 2026Oct 19, 2026—$10,750
INV-26-607OS-26-104Final reportSep 19, 2026Oct 19, 2026—$3,700
INV-26-622OS-26-114DepositSep 9, 2026Oct 24, 2026—$6,700
INV-26-616OS-26-110Retainer monthSep 8, 2026Sep 23, 2026Sep 20, 2026$1,800
INV-26-631OS-26-120Final reportSep 6, 2026Oct 21, 2026—$4,700
INV-26-612OS-26-107Final reportSep 1, 2026Oct 1, 2026—$4,400
INV-26-621OS-26-113Final reportAug 30, 2026Sep 29, 2026—$2,300

23 more rows

Clients

14 sample rows · 10 columns

The companies the firm tests for, with the code every import matches on.

ClientClient codeIndustrySecurity contactContact emailContact phoneClient status
Alderwick Freight BrokersOC-104LogisticsMbali Sorensen-Greymbali.sorensengrey@clientmail-oakmere.net(919) 555-0153Active
Corbel and Thrush LawOC-108LegalZenobia Haverford-Lundzenobia.haverfordlund@clientmail-oakmere.net(919) 555-0157Active
Dunmere Library DistrictOC-110Public sectorBronwyn Tessier-Mahlangubronwyn.tessiermahlangu@clientmail-oakmere.net(919) 555-0159Active
Finchley Row LogisticsOC-103LogisticsPhilippa Okoro-Thanephilippa.okorothane@clientmail-oakmere.net(919) 555-0152Active
Hollin Brook Credit UnionOC-101Financial servicesAdaeze Lindgren-Fossadaeze.lindgrenfoss@clientmail-oakmere.net(919) 555-0150Active
Ibsen Row Property ManagementOC-113Real estateLeopoldo Varga-Kimanileopoldo.vargakimani@clientmail-oakmere.net(919) 555-0162Paused
Larkfield OrthopedicsOC-114HealthcareRosamund Eastwick-Aderosamund.eastwickade@clientmail-oakmere.net(919) 555-0163Active
Marlow Bay SoftwareOC-105SoftwareTeodor Abernethy-Ruizteodor.abernethyruiz@clientmail-oakmere.net(919) 555-0154Active
Pennywhistle Pharmacy GroupOC-106HealthcareIolanthe Castellane-Boydiolanthe.castellaneboyd@clientmail-oakmere.net(919) 555-0155Active
Quillon Cloud AnalyticsOC-111SoftwareEvander Kettleby-Oyelaranevander.kettlebyoyelaran@clientmail-oakmere.net(919) 555-0160Prospect
Ravensmoor ManufacturingOC-109ManufacturingCasimir Ndiaye-Prycecasimir.ndiayepryce@clientmail-oakmere.net(919) 555-0158Active
Sutter Gale Insurance AgencyOC-107Financial servicesGethin Osei-Winterbournegethin.oseiwinterbourne@clientmail-oakmere.net(919) 555-0156Active

2 more rows

Also included

  • Assessment boardStage rules
  • Invoice coming dueNotificationWarns the engagement lead three days before an invoice's payment date.
  • Monday overdue listDigest

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