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Decisions
26 decisions answer as verified. 68 need attention.
DecisionTypeStatusApplies inApproved byUpdated
direct-competitorCertis Italia is the direct competitor in the home market, at a comparable size and under pricing pressure.GeneralNot enough evidenceClearPath SolutionsCertis Italia Srlmarcus.webb@meridian-labs.com56 min agoengagement-windowThe proposal sets the engagement window at 8 September to 28 November 2025.GeneralNot enough evidenceEngagement governance2025-09-08 to 2025-11-28marcus.webb@meridian-labs.com56 min agoonboarding-benchmarkIndustry best practice for onboarding is three to four weeks against ClearPath’s six to eight.GeneralNot enough evidenceConsultant onboarding3–4 weeks benchmarkmarcus.webb@meridian-labs.com56 min agogeographic-scopeThe review covers Florence, with a lighter Milan assessment delivered as an appendix on 1 December.ScopeNot enough evidenceEngagement governanceFlorence plus Milan appendixMilan satellite officeThe CEO asks for Milan to be assessed, a late addition outside the original Statement of Work.nora.chen@meridian-labs.com56 min agoboard-presentation-dateThe final report lands on 1 December, ahead of the board meeting on 10 December.GovernanceNot enough evidenceEngagement governance2025-12-10nora.chen@meridian-labs.com56 min agodelivery-sequenceThe intake findings lead the delivery; the audit trail work gets weeks eight and nine once the data is complete.PrioritisationNot enough evidenceEngagement governanceintake leads, audit followsnora.chen@meridian-labs.com56 min agofinal-report-deliveryThe full final report is delivered on 1 December 2025.GovernanceNot enough evidenceEngagement governance2025-12-01nora.chen@meridian-labs.com56 min agobenchmark-sharingIndustry benchmarks on compliance documentation standards were sent to the client ahead of the final report.GeneralNot enough evidenceEngagement governanceIndustry benchmarks on compliance documentation standards were sent to the client ahead of the final report.nora.chen@meridian-labs.com56 min agoboard-meeting-dateThe client has a board meeting on 10 December at which the findings are to be presented.GeneralNot enough evidenceEngagement governance2025-12-10nora.chen@meridian-labs.com56 min agohistorical-data-availabilityAudit request records before 2023 are not available, so trend analysis works with what exists.GeneralNot enough evidenceEngagement governanceAudit request records before 2023 are not available, so trend analysis works with what exists.nora.chen@meridian-labs.com56 min agoobservation-protocolObservation is not an audit and nothing in the final report is attributed to an individual.GovernanceNot enough evidenceEngagement governanceno individual attributionnora.chen@meridian-labs.com56 min agoteam-lead-rosterThe interview roster names four team leads: Marco Fiore, Laura Galli, Riccardo Boni and Chiara Lentini.GeneralNot enough evidenceClearPath Solutions4 named leadsnora.chen@meridian-labs.com56 min agoinitial-data-requestThe client supplies audit reports, the org chart, documentation templates and a system inventory by 19 September.GovernanceNot enough evidenceEngagement governancedue 2025-09-19nora.chen@meridian-labs.com56 min agoheadcount-reportedThe kickoff summary circulated internally records about 78 staff in the Florence office.GeneralNot enough evidenceClearPath Solutions~78 staffnora.chen@meridian-labs.com56 min agodocumentation-standards-confidenceThe documentation standards finding rests on less complete data than the other two and is not to be overclaimed.GeneralNot enough evidenceKnowledge managementThe documentation standards finding rests on less complete data than the other two and is not to be overclaimed.nora.chen@meridian-labs.com56 min agopresentation-structureThe intake process findings lead the board presentation; audit infrastructure is framed as a six to twelve month initiative.PrioritisationNot enough evidenceEngagement governanceintake leadsnora.chen@meridian-labs.com56 min agoreporting-depthThe depth of the reporting analysis is scaled back to buy schedule.ScopeNot enough evidenceEngagement governancereducednora.chen@meridian-labs.com56 min agoaudit-analysis-scheduleAudit trail analysis is running about a week late because the Q3 2024 migration left gaps in the historical logs.GeneralNot enough evidenceEngagement governance1 week latenora.chen@meridian-labs.com56 min agocto-availabilityThe CTO is hard to schedule; three requests went unanswered and his input gates the audit analysis.GeneralNot enough evidenceEngagement governancegatingnora.chen@meridian-labs.com56 min agodata-access-windowThe SOW grants access to twelve months of historical logs, and a Q3 2024 database migration may break that trail.GeneralNot enough evidenceEngagement governance12 monthsnora.chen@meridian-labs.com56 min agoretention-root-causeWhy junior consultants leave is not known; advancement is suspected, and the question is outside this engagement.GeneralNot enough evidenceClearPath SolutionsWhy junior consultants leave is not known; advancement is suspected, and the question is outside this engagement.marcus.webb@meridian-labs.com56 min agoprovisioning-slaA twenty-four hour security review SLA applies to standard access requests, targeting one to two days of provisioning.Process changeNot enough evidenceConsultant onboarding24 hours security reviewmarcus.webb@meridian-labs.com56 min agoworkshop-agreementThe quality assurance lead agreed to the workshop conclusions with caveats she did not withdraw.GeneralNot enough evidenceAudit and quality workflowThe quality assurance lead agreed to the workshop conclusions with caveats she did not withdraw.marcus.webb@meridian-labs.com56 min agopeer-review-precedentA peer-review pilot was tried before and abandoned after four weeks because people did not trust it.GeneralNot enough evidenceAudit and quality workflowabandoned after 4 weeksmarcus.webb@meridian-labs.com56 min agoimplementation-priorityThe audit queue redesign is the first thing to change: a process fix, pilotable on one team, with the fastest return.PrioritisationNot enough evidenceEngagement governanceaudit queue redesign firstmarcus.webb@meridian-labs.com56 min agoonboarding-measurementClearPath has no automated tracking of when a new hire reaches autonomy, so the size of the gap is an estimate.GeneralNot enough evidenceConsultant onboardingClearPath has no automated tracking of when a new hire reaches autonomy, so the size of the gap is an estimate.marcus.webb@meridian-labs.com56 min agoworkflow-trackingEvery team keeps its own spreadsheet because the legacy system is unreliable.GeneralNot enough evidenceClearPath Solutionsper-team spreadsheetsmarcus.webb@meridian-labs.com56 min agointake-assignmentIncoming client files are picked up by whoever notices them; there is no formal assignment.GeneralNot enough evidenceClient intake and scopingno formal assignmentmarcus.webb@meridian-labs.com56 min agolegacy-system-useThe legacy system has an intake module, but it is slow enough that teams work by email and shared folders instead.GeneralNot enough evidenceClient intake and scopingbypassedmarcus.webb@meridian-labs.com56 min agojunior-turnoverNobody at ClearPath knows the junior consultant turnover rate; HR data was requested and promised for the Friday.GeneralNot enough evidenceClearPath SolutionsNobody at ClearPath knows the junior consultant turnover rate; HR data was requested and promised for the Friday.marcus.webb@meridian-labs.com56 min agosystem-accessThe consultants get read-only guest accounts, with sandbox access wherever client data is involved.GovernanceNot enough evidenceEngagement governanceread-only guest accountsmarcus.webb@meridian-labs.com56 min agotemplate-governanceNo governance exists around template creation: teams build their own versions and some carry broken formulas.GeneralNot enough evidenceClient reportingnonemarcus.webb@meridian-labs.com56 min agomilan-headcountThe Milan office has about eight people and is mostly client-facing.GeneralNot enough evidenceMilan satellite office~8 peoplemarcus.webb@meridian-labs.com56 min agoclient-data-turnaroundClient data provision is the largest single bottleneck, at an estimated twelve hours a week, and is measured by estimate only.GeneralNot enough evidenceAudit and quality workflow12 h/week, estimate onlyyuki.tanaka@meridian-labs.com56 min agobottleneck-severityFour bottlenecks carry an unknown severity and no estimated impact, because no data exists to rate them.GeneralNot enough evidenceAudit and quality workflowFour bottlenecks carry an unknown severity and no estimated impact, because no data exists to rate them.yuki.tanaka@meridian-labs.com56 min agoknowledge-channelSlack is the default knowledge channel, which makes the knowledge base ephemeral and hard to search after the fact.GeneralNot enough evidenceKnowledge managementSlack, ephemeralyuki.tanaka@meridian-labs.com56 min agoknowledge-source-preferenceConsultants treat external contacts as more current than internal systems, so expertise is never written down.GeneralNot enough evidenceKnowledge managementConsultants treat external contacts as more current than internal systems, so expertise is never written down.yuki.tanaka@meridian-labs.com56 min agowiki-statusThe internal Confluence wiki was last updated in March 2023 and consultants do not trust it as current.GeneralNot enough evidenceKnowledge managementdefunct since March 2023yuki.tanaka@meridian-labs.com56 min agocompliance-matrix-qualityTwo embedded compliance-matrix formulas were broken; one was corrected and one was delivered as a known issue.GeneralNot enough evidenceClient reportingTwo embedded compliance-matrix formulas were broken; one was corrected and one was delivered as a known issue.yuki.tanaka@meridian-labs.com56 min agoreport-reuseAbout 60% of a client report is copied from the previous one and updated by hand; 40% is newly written.GeneralNot enough evidenceClient reporting60% reusedyuki.tanaka@meridian-labs.com56 min agoreport-templateReport templates exist in several versions across shared drive, email and Slack, with no single source of truth.GeneralNot enough evidenceClient reportingno single source of truthyuki.tanaka@meridian-labs.com56 min agostandards-monitoringNothing tracks changes to external compliance standards, so a mid-review update caused two and a half hours of rework.GeneralNot enough evidenceAudit and quality workflowNothing tracks changes to external compliance standards, so a mid-review update caused two and a half hours of rework.yuki.tanaka@meridian-labs.com56 min agosignoff-queue-depthFourteen deliverables were waiting for the CTO’s final sign-off, eight of them for more than five business days.GeneralNot enough evidenceAudit and quality workflow14 waiting, 8 over 5 daysyuki.tanaka@meridian-labs.com56 min agoaudit-stage-timingThe time a deliverable spends at each stage of the audit queue cannot be measured: ClearPath does not track it.GeneralNot enough evidenceAudit and quality workflowThe time a deliverable spends at each stage of the audit queue cannot be measured: ClearPath does not track it.yuki.tanaka@meridian-labs.com56 min agoworkload-visibilityEither the team lead overstated his workload or operations tracking does not match actual team workload; both are unresolved.GeneralNot enough evidenceClient intake and scopingEither the team lead overstated his workload or operations tracking does not match actual team workload; both are unresolved.yuki.tanaka@meridian-labs.com56 min agointake-current-practiceThere is no standardised intake form; the team lead tracks clients in a personal spreadsheet.GeneralNot enough evidenceClient intake and scopingnone; personal spreadsheetyuki.tanaka@meridian-labs.com56 min agoonboarding-dependencyAll initial knowledge transfer depends on one person, which will not hold at the planned hiring pace.GeneralNot enough evidenceConsultant onboardingAll initial knowledge transfer depends on one person, which will not hold at the planned hiring pace.yuki.tanaka@meridian-labs.com56 min agoonboarding-structureOnboarding is informal: mentoring is delegated to one senior consultant with no checklist and no written SOPs.GeneralNot enough evidenceConsultant onboardinginformal, single mentoryuki.tanaka@meridian-labs.com56 min agoaudit-bottleneck-locationClearPath suspects the audit bottleneck is the review-and-sign-off step but has never measured it.GeneralNot enough evidenceAudit and quality workflowClearPath suspects the audit bottleneck is the review-and-sign-off step but has never measured it.priya.anand@clearpath-solutions.it56 min agoaudit-queue-backlogThe internal audit queue backs up by five to eight business days, worst in Q4.GeneralNot enough evidenceAudit and quality workflow5–8 business dayspriya.anand@clearpath-solutions.it56 min agotechnology-investmentThe engagement addresses process and people, not a technology overhaul or software selection.ScopeNot enough evidenceEngagement governanceprocess and people, not technologypriya.anand@clearpath-solutions.it56 min agoheadcount-targetClearPath targets a headcount of 150–200 employees within eighteen months.GeneralNot enough evidenceClearPath Solutions150–200 employees in 18 monthspriya.anand@clearpath-solutions.it56 min ago