We Find What Your Team
Is Afraid to Say.
Inside your organization, the truth about operational chaos is already known — it’s just not safe to say out loud. We carry no political exposure, no confirmation bias, no fear of retaliation. Our only mandate is to surface the facts and design the fix.
Most companies don’t have an AI problem.
They have a data problem.
At your current stage, the most expensive line item on your P&L may not be visible in your financials. It lives in manual workarounds, untrusted reporting, and the operational knowledge that walks out the door when a key employee leaves.
SMB leaders invest in new software to solve operational pain — and it rarely works. Not because the software is wrong, but because the data feeding it is broken. OIS exists to fix the foundation before the next investment compounds the problem.
Learn it. Use it. Hire it.
The OIS Methodology lives in a book, a Salesforce-native application, and decades of consulting practice. Choose your entry point.
Learn It
The OIS Manual — the complete methodology as a readable, usable field guide with workbook. For operators who want to run the process themselves.
The Book →Use It
Audit Ready PM — the methodology built natively into Salesforce. Auditable checklists, Experience Cloud access, AppExchange packaged.
Explore the App →Hire It
OIS Partners consulting — the methodology applied by the person who built it. Fixed-price engagements, defined deliverables, no hourly ambiguity.
View Services →Fixed-Price Outcomes, Not Hourly Ambiguity
Every engagement has a defined scope, defined deliverables, and a defined price. You know exactly what you’re getting before we start.
Data Integrity Audit
Seven-pillar diagnostic of your current operational state. Delivered with a prioritized 90-day roadmap and revenue leak quantification.
Learn more →Operational Systems Architecture
Technical blueprint for your future-state data architecture. Every broken connection mapped, every integration planned before a line of code is written.
Learn more →Full Systems Integration
End-to-end execution: CRM restructuring, automation deployment, AI readiness certification, and executive reporting dashboard.
Learn more →Executive Data Advisory Retainer
Ongoing strategic advisory for companies past the primary engagement. Continuous monitoring, KPI refinement, and dashboard management.
Learn more →A Five-Stage Method for Operational Clarity
Fixed stages. Fixed deliverables. A complete path from operational chaos to real-time intelligence — built on the same methodology that’s been tested across dozens of $2M–$50M companies.
The 7 Pillars of Operational Intelligence
Every operational problem lives inside one of these pillars. Every score is 1–5, for a total possible score of 35.
Where are you today?
Every engagement is anchored to OIS’s 5-Level Data Maturity Scale — a common language for measuring where the business is and mapping the path to transformation.
Spreadsheets everywhere. Disconnected data. Manual workarounds throughout.
Initial structure but requires manual exports and reconciliation.
Relational models defined. Standardized records across core systems.
Tools share information automatically. Centralized ecosystem.
Real-time intelligence and automated workflows driving decisions.
Is your data foundation ready to scale?
Work through our 25-point Operational Data Integrity Checklist — scored across all 7 pillars of the DIO Framework. Takes 10 minutes. Tells you exactly where you stand.