Meridian Advisory Partners Case Study (2)

From Fragmentation to a Shared Workflow

Meridian Advisory Partners struggled to get consistent reporting from its regional offices before adopting Ordinant Carbon Solutions. Offices submitted data in different formats, on different timelines, and with varying levels of completeness.

The Rollout

Meridian implemented Ordinant in two stages:

1. Phase one: Three regional offices on shared templates and approval routing
2. Phase two: Full firm-wide deployment with centralized sustainability oversight

Regional teams now submit data directly, with central sustainability staff reviewing and approving submissions from a single dashboard.

• Standardized evidence requirements across all offices
• Role-based access for regional leads and corporate reviewers
• Audit-ready submission history for every reporting cycle

“For the first time, we can see every office’s status without sending a single follow-up email.” — Harriet Colby

Outcomes

Meridian now achieves consistent regional reporting with fewer corrections at quarter close and a reporting process the firm can scale as it opens new offices.