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Decisions
26 decisions answer as verified. 68 need attention.
DecisionTypeStatusApplies inApproved byUpdated
steering-cadenceStatus calls with the Head of Operations are held weekly, every Friday.GovernanceIn conflictEngagement governanceweekly, Fridaypriya.anand@clearpath-solutions.it54 min agodirect-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.com54 min agoknowledge-repository-readinessMigrating to a centralised repository requires data the engagement did not have.GeneralActiveKnowledge managementMigrating to a centralised repository requires data the engagement did not have.marcus.webb@meridian-labs.com54 min agoorganisational-modelThe current model works to about 100 employees and does not scale to 150–200 without structural change.GeneralActiveClearPath Solutionsceiling ~100 employeesmarcus.webb@meridian-labs.com54 min agoonboarding-durationThe final report measures current onboarding at six to eight weeks.GeneralIn conflictConsultant onboarding6–8 weeksmarcus.webb@meridian-labs.com54 min agoaccess-provisioning-timeTool setup for a new hire takes three to seven days through an ad hoc process.GeneralIn conflictConsultant onboarding3–7 daysmarcus.webb@meridian-labs.com54 min agoaudit-analysis-varianceThe analysis and finding summary step is the high-variance stage of an audit, at two to five days.GeneralActiveAudit and quality workflow2–5 days, high variancemarcus.webb@meridian-labs.com54 min agoonboarding-cycle-measuredThe interim deck puts the onboarding cycle at thirty-six to fifty-five days, five to eight weeks.GeneralActiveConsultant onboarding36–55 daysmarcus.webb@meridian-labs.com54 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.com54 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.com54 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.com54 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.com54 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.com54 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.com54 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.com54 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.com54 min agoheadcount-reportedThe kickoff summary circulated internally records about 78 staff in the Florence office.GeneralNot enough evidenceClearPath Solutions~78 staffnora.chen@meridian-labs.com54 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.com54 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.com54 min agointake-cycle-timeOne observed client intake took nine days against a team target of three to five.GeneralIn conflictClient intake and scoping9 days observed vs 3–5 targetnora.chen@meridian-labs.com54 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.com54 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.com54 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.com54 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.com54 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.com54 min agoteam-lead-countThe Head of Operations states that ClearPath has four team leads.GeneralIn conflictClearPath Solutions4 team leadersmarcus.webb@meridian-labs.com54 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.com54 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.com54 min agoworkflow-trackingEvery team keeps its own spreadsheet because the legacy system is unreliable.GeneralNot enough evidenceClearPath Solutionsper-team spreadsheetsmarcus.webb@meridian-labs.com54 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.com54 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.com54 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.com54 min agomilan-headcountThe Milan office has about eight people and is mostly client-facing.GeneralNot enough evidenceMilan satellite office~8 peoplemarcus.webb@meridian-labs.com54 min agoheadcountThe CEO describes the firm as about 120 people, mostly in Florence.GeneralIn conflictClearPath Solutions~120 peoplemarcus.webb@meridian-labs.com54 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.com54 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.com54 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.com54 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.com54 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.com54 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.com54 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.com54 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.com54 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.com54 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.com54 min agoaudit-cycle-timeThe audit team lead estimates the audit phase at three to four business days.GeneralIn conflictAudit and quality workflow3–4 business daysyuki.tanaka@meridian-labs.com54 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.com54 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.com54 min agoteam-lead-client-loadMarco Fiore states he is managing five active clients at once.GeneralIn conflictClient intake and scoping5 clientsyuki.tanaka@meridian-labs.com54 min agointake-session-timeOne intake consumed two and a half hours, much of it spent finding historical material.GeneralIn conflictClient intake and scoping2.5 hoursyuki.tanaka@meridian-labs.com54 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.com54 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.com54 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.com54 min agointernal-communicationWhat "improve internal communication between teams" means has not been defined: frequency, channels and content are all open.GeneralActiveClient intake and scopingWhat "improve internal communication between teams" means has not been defined: frequency, channels and content are all open.priya.anand@clearpath-solutions.it54 min agoreport-assembly-timeSenior staff spend an estimated 15–20% of their time assembling reports by hand; the target is to halve it.GeneralActiveClient reporting15–20% of senior timepriya.anand@clearpath-solutions.it54 min agosignoff-dependencyDavid Park personally reviews about 40% of all deliverables, which does not scale.GeneralActiveAudit and quality workflow~40% of deliverablespriya.anand@clearpath-solutions.it54 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.it54 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.it54 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.it54 min ago