**What is OIS Partners LLC and what do they specialize in?**

OIS Partners LLC is a Salesforce-native operational intelligence and compliance project management specialist. Our flagship product, Audit Ready PM, is a Salesforce project management app with an immutable governance layer. We specialize in compliance-driven project management, audit-ready governance, operational intelligence, and buyer enablement for small to mid-sized teams.

**What are the key offerings of OIS Partners LLC?**

Our key offerings include Audit Ready PM, a Salesforce-native project management app, Salesforce implementation and optimization, compliance documentation workflows, data foundation cleanup, and advisory/roadmapping services.

**Who are the primary audiences of OIS Partners LLC?**

Our primary audiences are compliance-driven small to mid-sized businesses (approx. 10–500 employees) already using Salesforce. This includes industries such as manufacturing, healthcare, professional services, and other regulated environments. Typical roles engaged with our solutions include Operations, Compliance, Program/Project Management, RevOps, IT/Salesforce admins, and executive sponsors.

**How does OIS Partners LLC differentiate from other companies?**

We are unique in that our solutions are Salesforce-native, providing audit-ready governance and controlled sign-off/immutability concepts. Our products are designed to replace brittle workarounds and focus on real-world adoption. 

**How can I join the beta for Audit Ready PM?**

You can join the beta for Audit Ready PM by completing the beta inquiry form on our website at https://opintelstrategy.com/beta-tester-inquiry/.


The Operational Data Foundation Assessment is the entry point for all new OIS Partners engagements — a structured evaluation of your organization's data and systems across our 7-pillar methodology. In 10 business days, we deliver a clear, evidence-based picture of where the business is bleeding and what to fix first.
What you receive
A scored Operational Data Integrity Scorecard (7 pillars, rated 1–5), a Systems Architecture Map of your current tool stack, a Cost of Chaos Estimate quantifying revenue leakage and admin waste, a 90-Day Implementation Roadmap sequenced by impact, and an executive-ready presentation for leadership review.
This service is right for you if
AI deployment is planned, stalling, or failing — manual reporting consumes 10+ hours per week — CRM or operational data is unreliable — leadership is making decisions from fragmented spreadsheets.
Ideal client: COOs, Operations Directors, and Business Owners | 10–200 employees

Data Integrity Audit

Audit Ready PM is a Salesforce-native project management app built for compliance and audit teams. Every task, approval, and status change is automatically logged in a built-in audit trail — so you're always ready for review, with no manual documentation scramble.
Key features:

Automatic audit trails on every action, no manual logging
Compliance-ready exports with timestamped records for auditors
Native Salesforce integration — no data silos, no duplicate entry
Role-based approval workflows enforcing sign-off and segregation of duties
Real-time dashboards showing project status and audit posture together

Built for SOX compliance, ISO certifications, internal audit programs, and regulated industries where traceability matters.
Free 30-day trial, full functionality, no credit card required. Paid tier after trial; Enterprise tier available at 25+ users.

Pricing is per user, per month, with a 5-user minimum.

Audit Ready PM

Operational intelligence consulting and Salesforce-native audit software

OIS Partners LLC

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Audit Ready PM

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