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
Use this templateAssessment board
AssessmentsScoping4
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 moreReport 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 moreTables
Assessments
24 sample rows · 17 columnsEach security assessment sold to a client: what it is, who leads it, when it is due and what has been billed.
| Assessment number | Assessment | Client | Service | Stage | Fee type | Quoted fee |
|---|---|---|---|---|---|---|
| OS-26-124 | Third-party vendor risk review | Hollin Brook Credit Union | Security policy review | Scoping | Hourly | $8,200 |
| OS-26-108 | Staff phishing simulation | Alderwick Freight Brokers | Phishing simulation | Scoping | Fixed fee | $3,900 |
| OS-26-115 | Security policy refresh | Sutter Gale Insurance Agency | Security policy review | Scoping | Hourly | $5,600 |
| OS-26-123 | Incident response plan review | Larkfield Orthopedics | Incident readiness | Scoping | Fixed fee | $4,200 |
| OS-26-122 | New clinic network review | Larkfield Orthopedics | Cloud configuration review | In testing | Fixed fee | $6,200 |
| OS-26-111 | Container platform review | Marlow Bay Software | Cloud configuration review | In testing | Hourly | $9,600 |
| OS-26-106 | Dispatch software penetration test | Finchley Row Logistics | Penetration test | Report in review | Fixed fee | $16,800 |
| OS-26-118 | Plant network vulnerability scan | Ravensmoor Manufacturing | Vulnerability scan | In testing | Fixed fee | $6,300 |
| OS-26-102 | Online banking application test | Hollin Brook Credit Union | Penetration test | In testing | Fixed fee | $21,500 |
| OS-26-114 | Agent portal penetration test | Sutter Gale Insurance Agency | Penetration test | Report in review | Fixed fee | $13,400 |
| OS-26-104 | Clinic Wi-Fi and network review | Tamarack Ridge Dental Group | Cloud configuration review | Delivered | Fixed fee | $7,400 |
| OS-26-113 | Incident readiness tabletop | Pennywhistle Pharmacy Group | Incident readiness | Delivered | Fixed fee | $4,600 |
12 more rows
Invoices
35 sample rows · 10 columnsWhat the firm has billed for each assessment and what is still unpaid.
| Invoice number | Assessment | Billing | Issued | Payment due | Paid on | Amount |
|---|---|---|---|---|---|---|
| INV-26-617 | OS-26-110 | Retainer month | Sep 25, 2026 | Oct 10, 2026 | — | $1,800 |
| INV-26-635 | OS-26-122 | Deposit | Sep 22, 2026 | Oct 22, 2026 | Oct 1, 2026 | $3,100 |
| INV-26-634 | OS-26-121 | Retainer month | Sep 15, 2026 | Oct 30, 2026 | — | $900 |
| INV-26-610 | OS-26-106 | Deposit | Sep 12, 2026 | Oct 27, 2026 | Sep 29, 2026 | $8,400 |
| INV-26-627 | OS-26-118 | Deposit | Sep 10, 2026 | Oct 10, 2026 | — | $3,150 |
| INV-26-603 | OS-26-102 | Deposit | Sep 6, 2026 | Oct 6, 2026 | — | $10,750 |
| INV-26-607 | OS-26-104 | Final report | Sep 6, 2026 | Oct 6, 2026 | — | $3,700 |
| INV-26-622 | OS-26-114 | Deposit | Aug 27, 2026 | Oct 11, 2026 | — | $6,700 |
| INV-26-616 | OS-26-110 | Retainer month | Aug 26, 2026 | Sep 10, 2026 | Sep 7, 2026 | $1,800 |
| INV-26-631 | OS-26-120 | Final report | Aug 24, 2026 | Oct 8, 2026 | — | $4,700 |
| INV-26-612 | OS-26-107 | Final report | Aug 19, 2026 | Sep 18, 2026 | — | $4,400 |
| INV-26-621 | OS-26-113 | Final report | Aug 17, 2026 | Sep 16, 2026 | — | $2,300 |
23 more rows
Clients
14 sample rows · 10 columnsThe companies the firm tests for, with the code every import matches on.
| Client | Client code | Industry | Security contact | Contact email | Contact phone | Client status |
|---|---|---|---|---|---|---|
| Alderwick Freight Brokers | OC-104 | Logistics | Mbali Sorensen-Grey | mbali.sorensengrey@clientmail-oakmere.net | (919) 555-0153 | Active |
| Corbel and Thrush Law | OC-108 | Legal | Zenobia Haverford-Lund | zenobia.haverfordlund@clientmail-oakmere.net | (919) 555-0157 | Active |
| Dunmere Library District | OC-110 | Public sector | Bronwyn Tessier-Mahlangu | bronwyn.tessiermahlangu@clientmail-oakmere.net | (919) 555-0159 | Active |
| Finchley Row Logistics | OC-103 | Logistics | Philippa Okoro-Thane | philippa.okorothane@clientmail-oakmere.net | (919) 555-0152 | Active |
| Hollin Brook Credit Union | OC-101 | Financial services | Adaeze Lindgren-Foss | adaeze.lindgrenfoss@clientmail-oakmere.net | (919) 555-0150 | Active |
| Ibsen Row Property Management | OC-113 | Real estate | Leopoldo Varga-Kimani | leopoldo.vargakimani@clientmail-oakmere.net | (919) 555-0162 | Paused |
| Larkfield Orthopedics | OC-114 | Healthcare | Rosamund Eastwick-Ade | rosamund.eastwickade@clientmail-oakmere.net | (919) 555-0163 | Active |
| Marlow Bay Software | OC-105 | Software | Teodor Abernethy-Ruiz | teodor.abernethyruiz@clientmail-oakmere.net | (919) 555-0154 | Active |
| Pennywhistle Pharmacy Group | OC-106 | Healthcare | Iolanthe Castellane-Boyd | iolanthe.castellaneboyd@clientmail-oakmere.net | (919) 555-0155 | Active |
| Quillon Cloud Analytics | OC-111 | Software | Evander Kettleby-Oyelaran | evander.kettlebyoyelaran@clientmail-oakmere.net | (919) 555-0160 | Prospect |
| Ravensmoor Manufacturing | OC-109 | Manufacturing | Casimir Ndiaye-Pryce | casimir.ndiayepryce@clientmail-oakmere.net | (919) 555-0158 | Active |
| Sutter Gale Insurance Agency | OC-107 | Financial services | Gethin Osei-Winterbourne | gethin.oseiwinterbourne@clientmail-oakmere.net | (919) 555-0156 | Active |
2 more rows
Forms and booking
Assessment inquiry
FormAssessment inquiryThe form on the firm's website where a company asks about a security assessment.
What is your company called? *
Which industry are you in?Financial servicesHealthcareLogisticsSoftwareLegalManufacturingPublic sectorEducation
Who should we talk to about security?
Which email should we reach that person at?
And a number for a quick call?
Ask for a scoping callDashboards
Assessments and billing
AssessmentsAssessments by stage
- Closed7
- In testing6
- Delivered5
- Report in review2
- Scoping4
Quoted fees by service
- Penetration test$95,100
- Vulnerability scan$13,300
- Cloud configuration review$51,600
- Security policy review$26,600
- Phishing simulation$8,400
- Incident readiness$8,800
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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