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Audit Ready PM by OIS Partners

Native Salesforce project management with an immutable compliance layer.

No Ratings
Paid  
Try It
Industries
Horizontal Product
Manufacturing
Professional Services
Business Need
Project Management
Document Management
Audit & Compliance
Requires
Platform Cloud
Compatible With
Sales Cloud
Service Cloud
Experience Cloud

Salesforce Tasks track what you planned to do. Audit Ready PM proves what actually happened — and nobody can change it.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Platform Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Experience Cloud
Salesforce Editions
Enterprise
Unlimited
Developer

App Details

Version
Audit Ready PM by OIS/ver 1.22 1.22.0
Latest Release
07/17/2026
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Managed Package
Lightning App Builder
Salesforce Mobile
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 22
Custom Tabs: 10
Custom Apps: 4
Lightning Components
Global: 35
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.

Additional Details

Audit Ready PM is a fully native Salesforce project management app built for teams where documentation isn't optional — it's evidence. Most project tools help you plan work. Audit Ready PM helps you prove it. Every task, checklist item, status change, and sign-off is timestamped, attributed, and locked. When an auditor asks what happened on a project, you hand them a PDF — not a spreadsheet you put together the night before. Built for compliance-driven industries Manufacturing, healthcare, financial services, construction, and any professional services organization where regulatory bodies, clients, or internal governance require documented proof of work — not just records of intent. What's included Full project and milestone management with Gantt views and Kanban task boards Digital SOP execution — run SOPs as structured checklist forms inside Salesforce Immutable audit trail — completed work cannot be edited or deleted One-click PDF audit reports — self-contained, court-ready project documentation Project templates — build once, deploy consistently External stakeholder access via Experience Cloud 100% native Salesforce — no external data, no third-party sync

Need help?

OIS Partners LLC

Loveland, CO, US

Email support for all paid subscribers at ccooper@opintelstrategy.com. Responses within 1 business day. Monday–Friday, 9am–5pm Mountain Time.

Support Phone‪(303) 569-8520‬
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