OI Lead Adviser

OI Lead Adviser helps business managers, directors, and operational leaders prepare, conduct, and document leadership operational integrity visits with speed and confidence.

The app is built around simplicity. Instead of long checklists that slow you down in the field, it uses dynamic Areas of Interest—contextual topics matched to your site type. Select whether you're visiting an office, field location, or other facility, and the app instantly suggests relevant discussion points and inspection areas. You can expand or collapse each topic, add notes on the spot, and rate findings as "Good" or "Needs Work." Everything saves automatically so you can stay focused on the people and environment around you, not the screen.

Starting a visit takes seconds. Tap the prominent orange plus button, pick your site type, and the app guides you through the entire process from opening to completion. Areas of Interest appear in a logical order, keywords and key phrases keep your notes concise and scannable, and you never feel bogged down by excessive forms. The app stores your draft automatically, so interrupted visits resume exactly where you left off.

Once a visit is complete, your full report is sent directly to your SGS email. You can review all past visits from the home screen, follow up with site managers, and track your own progress. For OI managers overseeing compliance, the app tracks mandatory visit KPIs across your leadership team—showing completion rates without exposing individual visit notes. This separation keeps operational findings confidential while giving leadership visibility into audit completion.

Data security is built in. Access is restricted to SGS Group personnel with valid sgs.com accounts. Every visit record is stored both on your device and backed up to the app's secure server, and a complete copy is archived in your email for your records. The OI team sees only anonymized demographic metrics needed to verify that required visits are happening; they cannot access the substance of your notes.

OI Lead Adviser removes friction from the visit process—no clunky checklists, no lengthy forms, no confusion about what to discuss. You get a focused, mobile-first tool that turns a leadership visit into a structured conversation backed by data. Download OI Lead Adviser today and streamline how your organization conducts operational integrity audits.