OrgAssure — POC v2

OrgAssure Audit (OrgVue internal)

Eisenhower action quadrants over 8-dimension health rubric. Blameless framing per customer-framing-canon. operational at Acme Corporation · designed multi-tenant.

Last scan: 2026-05-12 02:14 PT
Cadence: weekly · next 2026-05-19

Sustaining

This org · 67/100 · working ±25%

Lens: Eisenhower (default) · switch to Dimensions

Do First

Needs attention now

Schedule

Plan into next quarter

Delegate

Push to admin queue

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

Posture

Average

composite 67 / 100

Color-banded · Urgent · Attention · Average · Good · Great. 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 Acme Corporation · designed Hard Room tenancy.

The wedge

Salesforce Backup (post-Own)

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

Metadata backup · rolling, scheduled operational

Metadata API retrieve() on weekly cadence · SHA-256 + diff vs last → Supabase Storage → Hard Room → push to chosen destination

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

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

Acme Corporation — 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.

Hard Room designed

Per-client isolated S3 + customer BYOK. Dual-control restore. Canonical default.

Client Google Drive (secondary push)

Lowest liability — client owns the folder. Drive OAuth required.

Client Dropbox (secondary push)

App-folder-scoped. Dropbox OAuth required.

Schedule

Canonical cadence: 1×/week max (Brandon's 2026-05-12 call). No need for daily.

Cadence Start time (client TZ)

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 Interchange Operator and Customer. 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 (Overwatch + Suite)

Overwatch Renewal Killbox — if SF renewal within 90d, license-waste findings + audit composite become DD-shaped killbox 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