Audit Ready PM™ Beta — OIS Partners

Beta Partner Program · OIS Partners

When the auditor walks in,
can you pull every record in 30 seconds?

Audit Ready PM replaces paper forms, email sign-offs, and manual audit prep with one governed system — digital forms, locked sign-offs, and auto-generated audit reports, all inside the Salesforce your team already uses.

Apply for beta access →

OIS Partners · Christine Cooper, Technical Lead · Fort Collins, CO

30s to pull any audit record
10 beta spots available
Free full access during beta

The problem

“The last time an auditor asked for documentation — how long did it take to pull it together? And were you confident everything was there?”

Most organizations can’t answer that question confidently. Paper forms go missing. Email sign-offs don’t hold up. Audit prep takes days. Audit Ready PM replaces that patchwork with one governed system — inside the Salesforce you already use.

How it works

From project launch to audit-ready close

01
Project launches from a template
Tasks, milestones, and governed forms pre-populated. Can trigger automatically when a Salesforce deal closes.
02
Team executes; forms complete as work happens
Each task has its governed form attached. The inspector completes it on any device. The record locks on submission — no backdating, no edits, ever.
03
External parties sign off through a branded portal
Clients, vendors, and subcontractors see only what they need. No Salesforce license required. Sign-offs are legally meaningful and immutable.
04
Project closes → audit report auto-generates
Every form, signer, timestamp, and measurement in one PDF — attached to the project record automatically. Zero manual prep.

Who this is for

Salesforce orgs with compliance exposure

M
Manufacturing & Industrial
QC inspection forms, ISO/OSHA compliance, production run documentation, subcontractor sign-offs
C
Construction & Facilities
Safety walk-throughs, subcontractor portals, punch lists, building code inspections, liability protection
PS
Professional Services
Client deliverable sign-offs, scope change documentation, engagement milestone approvals
FS
Financial Services
KYC workflows, suitability documentation, FINRA/SEC exam readiness, immutable compliance records
HC
Healthcare Operations
Vendor credentialing, Joint Commission survey prep, staff competency, facility inspection records
+
Any Org With Compliance Exposure
If your team uses Salesforce and needs governed documentation — this is your missing layer

You might be ready if you’ve said…

  • “We spend days before every audit pulling paperwork.”
  • “The client says they never approved that.”
  • “We can’t prove the inspection was done — the form is missing.”
  • “Our sign-off process is just email and it doesn’t hold up.”
  • “We had a finding in our last ISO audit about documentation gaps.”

What beta partners get

Real access. Real input. Real results.

Free access during beta
Full product access for your team throughout the beta period at no cost.
Dedicated onboarding
We configure your forms and templates. Live within 1–2 weeks of getting started.
Direct roadmap input
Your workflow shapes what gets built next. Direct line to Christine and the team.
Founding partner pricing
Beta partners lock in a permanent discount when Audit Ready PM™ launches publicly.

Apply for a beta spot

We’re accepting 10 teams. Tell us about your situation and we’ll follow up within 2 business days.

This helps us configure your templates before your first session.

We’ll only use your information to follow up about the beta program. No spam, no sharing. Questions? hello@oispartners.com

Application received.

We’ll review your application and follow up within 2 business days.
Questions in the meantime? hello@oispartners.com