Worked example
The Meridian sample, read task by task.
Meridian is a sample engagement for a commercial bank — built end to end with the same method we run with a client, so you can see the output before you commission any of it.
The first screen of the readout. Every row opens onto the evidence behind it.
What to look at first
Four things worth your attention.
- The leadership table. Ten decisions, each with one owner, a status, and the trigger that moves it. Ordered by what depends on what, not by department.
- The same picture, cut four ways. Operating model, value and capital, work redesign, workforce. Everyone reads the same evidence from where they sit.
- The workflow atlas. The work as it runs today, where AI takes the load, the redesigned future state, and the human work each redesign grows.
- The numbers and what they rest on. ROI in ranges, assumptions on the surface, upside kept separate from the base case.
What it demonstrates
A decision you could defend in a board meeting.
The sequence in the sample is the point. Structured capture in operations makes covenant automation possible. Covenant automation sets the data quality for early-warning signals. Clean signals make the renewal redesign possible. The renewal redesign is what frees analyst capacity. Nothing moves out of order because nothing can.
And the credit sanction stays human, permanently and on purpose. That is a design decision with a reason behind it, not an omission.