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Audit Ready PM by OIS Partners

Native Salesforce project management with an immutable compliance layer.

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Paid  
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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.

Highlights

Immutable audit trail — every action is timestamped, attributed, and locked One-click PDF audit reports — court-ready documentation without the scramble 100% native Salesforce — no external data, no integrations, no risk

Provider Details

OIS Partners LLC
Loveland, CO, US
Social Impact
Pledge 1%
This company pledges 1% of their product, profit, equity, or time to support the community. Learn more about Pledge 1%
Diverse-Owned Business
This company is at least 51% owned or operated by members of one or more of these groups: women, veterans, minorities, person(s) with disability(ies), and the LGTBQ community. To learn more, review the certification provided by the company.
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Pledge 1%
Diverse-Owned Business
Founded
2026
Website
Email
Trust Center
Phone
9192795275

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, 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 organization where regulatory bodies, clients, or internal governance require documented proof of work. Including: Full project and milestone management with Gantt views and Kanban task boards Digital SOP execution — run standard operating procedures 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 — clients and vendors see only what they need to 100% native Salesforce — no external data, no third-party sync

Pricing Details