OrgAssure Audit (OrgVue internal)
Eisenhower action quadrants over 8-dimension health rubric. Blameless framing per customer-framing-canon. operational at Sample Org, LLC · designed multi-tenant.
Last scan: 2026-05-12 02:14 PT
Cadence: weekly · next 2026-05-19
Cadence: weekly · next 2026-05-19
3
Do First
Needs attention now
7
Schedule
Plan into next quarter
8
Delegate
Push to admin queue
5
Eliminate
Tidy when convenient
Driven by: License Realization (28/100 · $45,540/yr in 23 inactive licensed users) · Adoption (51/100 · 14 LWC orphans) · Apex coverage (4 deploy-blockers <50%).
Path forward: Foundational repair sprint (2 weeks) → Continuous engagement at month 3. Discovery scoping conversation when ready.
Eight dimensions · click for detail
Composite
67
/ 100 · letter grade C
Floor applied: 1 dimension <30 caps composite at 70
Backup posture
🔴 No meaningful backup detected
Critical-business-risk finding. OrgAssure Backup wedge applies.
Agentforce readiness
🟡 Partial — see Dim 2 + 4
Data quality 58 · adoption 51 · API headroom 67%. Two thresholds borderline.
Top findings · severity-ranked
OrgAssure Backup
Metadata + data backup. operational at Sample Org, LLC · designed Hard Room tenancy.
The wedge
Salesforce Backup (post-Own)
17
metadata types covered
OrgAssure Backup
800+
via full Metadata API surface
"Salesforce Backup covers 17 metadata types. The Metadata API exposes 800+. OrgAssure covers the rest, plus a continuous audit on top." — confidence band: working ±25%
Tenancy posture
Hard Room (default) · BYOK per-client isolated
"You hold the keys. We operate the infrastructure. Neither of us can move on your data alone."
Palladin-Tenant
Working/transient only · ≤24h · Palladin KMS
Hard Room ← default
Per-client isolated · BYOK · dual-control restore designed
Client-Tenant
Optional secondary push to Drive/Dropbox/S3
Three flows
A
Metadata backup · rolling, scheduled operational
Metadata API
retrieve() on weekly cadence · SHA-256 + diff vs last → Supabase Storage → Hard Room → push to chosen destinationB
Data export ingestion · native SF Weekly Data Export operational
Admin schedules native export in SF Setup · OrgAssure polls + fetches when ready · pushes to destination · "boxes unchecked" wizard handles attachment-size trap
C
Point-in-time restore designed · phase 3
Diff two metadata snapshots → emit restore package + delta zip · DevOps Agent does the deploy (keeps OrgAssure read-only at SF org boundary)
Reference client
Sample Org, LLC — Active
L1 architecture runs in production. Metadata + Weekly Export flows operational. Hard Room migration is Phase 2 acceptance.
OrgAssure Adoption conceptual
Lane stub. Convergence with T3 Slackbot architecture pending. Not in customer-facing materials until promoted to designed
Planned scope (per canon §3.5):
- Learning-based delivery standards — codified Palladin engagement patterns surfaced as Slack templates, SOPs, Spiff-tracked adoption metrics
- Shared Slackbot architecture across the three Slack surfaces (per
~/Documents/Claude/StratApex-Brain/memory/context/slackbot-architecture.md— T3 design factor) - Adoption-velocity signal feeds back into the Audit lane's Dimension 4 scoring
Status: blocked on T3 Slack-convergence + Slackbot architecture lock-in. Tracked in
~/.claude/memory/tracks.md.OrgAssure Optimization Services designed
Separate layered SKU. Consumes Audit + Backup output. Three tiers. Per orgassure_d6_optimization_services_spec_v1.md.
Headline
Up to 8.7× — what your Salesforce contract is actually worth.
McKinsey-anchored heuristic, confidence band ±50%. Closing 30% of an 8.7× gap is a 2.6× realized return — and 30% is a realistic close rate. We size the actual recovery target in Phase 0 against your provisioning, your user base, and your usage data. Don't anchor on the ceiling.
Optimization Discovery
One-shot audit + Phase 0 advisory readout
$12K · 100-user single-cloud
$18K · 500-user mixed
$25K · 1K+ mixed + industries
$30–45K · PE / mid-merger
Pencil-check: gap-to-fee <3× = decline; 3–5× = scale-down/decline; 5–7× = marginal
Optimization Continuous
Quarterly realization audit retainer
$3.5K/mo · 100-user
$6.5K/mo · 500-user
$12K/mo · 1K+ mixed
$15–25K/mo · PE multi-org
12-month commit · 60-day cancel right if quarterly gap math drops below thresholds
Optimization Implementation
Scoped remediation work orders
$15K–120K per work order
T&M-with-cap OR outcomes-based (% of recovery)
Per-work-order pencil-check: <3× requires customer override
"If the realization-gap math at your numbers doesn't justify the engagement fee, we'll tell you. We'd rather not bill the audit than bill the audit and recommend nothing. The first 30 minutes of intake will tell us both whether this is real for this org."
— The "even when" line. Deploy sparingly so it stays high-signal.
Settings
Destinations · scan cadence · brand profile.
Push destinations
Per Hard Room canon §2. Default destination is Hard Room (BYOK); secondary push optional.
Schedule
Canonical cadence: 1×/week max (Brandon's 2026-05-12 call). No need for daily.
Brand profile (admin only)
JSONB column on workspace record. Drives white-label colors at render time.
PT Powerhouse Only
Internal pricing posture, competitive intel, triage notes. Hidden from Advisor/Consultant and Customer views. Per engagement-dashboard-builder SKILL.md two-tab pattern.
Pencil-check status
| Tier | Computed gap-to-fee | Status |
|---|---|---|
| Discovery @ $18K | 9.2× | ✓ Strong |
| Continuous @ $6.5K/mo | 8.1× | ✓ Standard |
| Implementation (sequenced) | 5.4× | ~ T&M-with-cap |
Competitive intel · this account (per CMRF comp matrix)
| Vendor | Counter-position |
|---|---|
| Salesforce Backup (post-Own) | 17→800 wedge · complement, not compete · AE one-pager handles this |
| Hubbl Diagnostics | Their freemium owns self-serve · we compete on managed-service-includes-tool · don't chase UI parity |
| Elements.cloud | Most threatening · don't displace · ride on top · sell execution layer they lack |
| Metazoa Snapshot | Desktop-only · 30d overlap migration to OrgAssure · retire their license at month 2 |
| SF Optimizer (retired W'26) | Static PDF · we're continuous + actionable · don't disparage; complement |
| ORGScanner (Deloitte) | Apex-focused; our Apex parity is Dim 1 work · their no-backup is our wedge |
| Big 4 / strategy | $250K+ engagements · we do findings AND execution · outcomes-based they can't match |
Internal triage notes
Cross-recommendation candidates (CRM Spend/Value Guardian + Suite)
CRM Spend Guardian (Interchange) / CRM Value Guardian (Palladin) — if SF renewal within 90d, license-waste findings + audit composite become DD-shaped renewal-cycle brief
ForceMultiplier — high tech-debt findings (Dim 1+5) → Lens A advisory engagement
DevOps Agent — post-deploy diff alerts + Apex coverage findings → deployment-risk retainer
SF Optimizer (Brandon-only) — license-waste > $50K/yr → Mode 1 cost-cutting
Vantage1 — Industries Cloud / Agentforce-readiness flag → value engineering
BVI v7 — pre-engagement account intel; complements OrgAssure tech intake