Turn delivery chaos into AI-powered clarity.

Where consulting and implementation teams turn meetings, decisions, and risks into client-ready next steps.

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Meridi project workspace showing delivery portfolio, milestones, risks, and recent work for a sample client engagement.
The Meridi platform

From delivery noise to client-ready execution.

Set up a client engagement or internal project. Meridi connects meetings, milestones, risks, documents, and updates so your team can see what changed, what needs attention, and what is ready for the client.

app.meridi.ai · Northstar Health Systems · Overview
Engagement
Northstar Health Systems
Implementation · Active
Active Processes
0
Open Milestones
0
1 overdue · 1 due soon
Risks & Issues
0
Implementation
0%
Delivery Portfolio5 processes
On track 58%At risk 22%Overdue 12%Not started 8%
Processes by Status
New1
In Progress4
Upcoming Items
  • UAT readiness review
    Due Tue · Workstream lead
  • Cutover rehearsal
    Due Fri · Delivery PM
Recent Work
  • Module B scope deferred
  • Integration runbook approved
  • Status update sent to client
Top Risks
  • SME availability
    High
  • Data migration window
    Medium

Delivery health at a glance

Roll up active processes, milestones, and risks into one read.

app.meridi.ai · Northstar · Delivery health
Implementation
0%
+6 this week
On track
3
At risk
1
Overdue
1

Milestones that explain risk

Status pills show what is overdue, at risk, or on track.

app.meridi.ai · Northstar · Milestones
MilestoneOwnerStatus
UAT readiness reviewWorkstream lead Overdue · Needs focus
Cutover rehearsalDelivery PM At risk
Go-live sign-offEngagement lead On track

RAID and decisions in one place

Risks, assumptions, issues, and decisions on one governance layer.

app.meridi.ai · Northstar · RAID Log
R
Risk
SME availability for UAT
High
A
Assumption
Vendor API stable through cutover
Tracked
I
Issue
Data mapping gap in module B
Open
D
Decision
Defer module B to phase 2
Logged

Client-ready updates

Headline plus next steps, ready to send.

app.meridi.ai · Northstar · Status Update
Weekly status — Week 14
Ready to send

Headline

Implementation at 63%. UAT readiness slipped one week; cutover rehearsal scheduled Friday.

Next steps

  • Confirm SME coverage for UAT (Tue)
  • Approve cutover runbook v3 (Wed)
  • Sign-off module B deferral (Fri)

Documents tied to the work

Runbooks, approvals, and specs linked to milestones.

app.meridi.ai · Northstar · Documents
Cutover runbook v3
Tied to · Cutover rehearsal
Approved
UAT test plan
Tied to · UAT readiness
In review
Integration spec
Tied to · Module B
Draft
Go-live checklist
Tied to · Go-live sign-off
Approved
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Two ways to start

Run client engagements or internal projects from one delivery system.

Client engagement

Set up a client and run delivery to portal-ready updates.

Bring scope, stakeholders, meetings, and milestones into one workspace. Meridi turns Discovery into structured work and keeps client sponsors aligned through a role-aware portal.

  • Client, scope, and stakeholders
  • Meetings, decisions, risks, action items
  • Portal-ready updates and approvals

Internal project

Set up an initiative and drive it to executive-ready updates.

Frame the initiative, owners, milestones, and risks. Meridi keeps the plan calibrated, surfaces grounded recommendations, and produces executive-ready status without rebuilding context.

  • Initiative, owners, and milestones
  • Risk register and dependency map
  • Executive-ready status and approvals

How it works

Source to plan to recommendation to client-ready update.

Context is inherited at every step — not rebuilt. Tap a step to see what it produces.

Step 01

Capture the source.

Transcripts become decisions, risks, and action items — each tied to an owner and the moment it was said.

Transcript · example

"…we'll defer module B until phase 3 — the SME is on leave through week 24, so let's lock the cutover for Saturday the 14th…"

Decision

Defer module B to phase 3

Risk

SME unavailable, week 24

Action

Confirm cutover · A. Hart · Fri

Meetings

Turn meetings into structured delivery work.

Transcripts become decisions, risks, and action items — each tied to an owner, a date, and the moment it was said. No more searching three docs to remember what the client agreed to.

Steering meeting · 00:18:42Example

"Let's defer module B to phase 3 and lock cutover for Saturday the 14th. M. Park is on leave through week 24, so we need a backup reviewer."

Decision

Defer module B

Risk

SME availability

Action

Confirm cutover

Project Plan

Keep milestones, dependencies, and baselines calibrated.

When delivery shifts, the plan recalibrates against baseline. Dependencies update, readiness indicators update, and you can see exactly what changed and why.

Plan · recalibration vs baselineExample
Discovery sign-off
Data migration
UAT readiness
Cutover rehearsal

Meridi AI

Recommend the next move from live delivery context.

Every recommendation is grounded in source evidence — the meeting, the decision, the risk — and ready for review, approval, or escalation.

Meridi AI · recommendationExample

Move UAT readiness review +4 days

Preserves cutover date, redistributes load on M. Park, keeps client-visible milestone unchanged.

Evidence

  • Discovery decision #14 — module B deferralView source →
  • Steering meeting · 00:18:42 — SME availabilityView source →
  • Risk register · R-07 — UAT capacityView source →

Portal

Give clients structured progress and approvals.

A role-aware client portal driven by the same delivery truth — so internal status and client-facing visibility never drift.

Client portal · updateExample

Phase 2 progress

Data migration dry-run · 62%

On track

Approval requested

Cutover window · Sat 14 Jun, 22:00–04:00

Visible to: client sponsors and PMO only.

Why Meridi

Context should be inherited, not rebuilt.

Most delivery tools force teams to re-enter the same project story across meeting notes, plans, status reports, and client updates. Meridi keeps the story intact end-to-end.

Inherited context

Every surface starts with what's already known — not a blank document.

Source-backed decisions

Recommendations and updates trace back to the meeting, decision, or risk that produced them.

Client-ready by default

What you see internally is one approval away from being publishable to the client.

Built for delivery teams

Designed for consulting, implementation, and transformation work — not generic project tracking.

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Start with a client engagement or internal project.

Bring a real engagement or initiative. Meridi is designed to be useful from your first meeting — not after a long configuration project.

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  1. 1

    Create your workspace

    Set up your team and your first client engagement or internal project.

  2. 2

    Add the engagement or project

    Phase, scope, milestones, and the people who own delivery.

  3. 3

    Run Discovery or import context

    Meetings, decisions, risks — turned into structured work.

  4. 4

    Review AI recommendations

    Every recommendation comes with source evidence.

  5. 5

    Publish a client-ready update

    Approvals, progress, and next steps — on a role-aware portal.

Security & operating discipline

Built for the standards delivery teams operate under.

Source evidence

Every decision links back to its source.

Role-aware visibility

Internal, sponsor, and client views are explicit.

Reviewable AI

Recommendations are reviewed before they reach a client.

Calendar ready

Connect Google Calendar to bring meetings in.

Verified communications

Client updates use controlled, reviewable context.

Operating discipline

Owners, dates, baselines, and approvals — by default.

Carry the project story end-to-end.

Start free with your next engagement. Bring a meeting, a plan, and a client — Meridi carries the context forward from source to client-ready update.

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Built for consulting, implementation, and transformation teams.