Flow — Meridian OS

Order to cash

One flow, end to end

Lead to support in nine stages — with the data feeding each one, the apps that run it, the agents working between stages, and the dashboard watching it. Click any stage.

Orders in flight17Backlog value$5.55MLeads / month77▴ 12%Open tickets15Stages instrumented9 / 9

Data

CRMWebsite formsTrade-show listsCRMCPQ build sheetsPrice bookERP ordersDeposit ledgerCAD / PLMEngineering BOMWork ordersShop-floor sensorsInventoryQMS test recordsNCR logLogistics trackingInstall checklistsGL / AR ledgerPayment feedsSupport deskService historyParts orders

Apps

Quote ConfiguratorCommission TrackerPO TrackerProduction Scheduler Supplier ScorecardQuality NCR LogInstall Checklist Field DispatchInvoice Approvals Cashflow PlannerWarranty Claims Spare-parts Portal

Agents

Lead triage agentQuote follow-up agentMargin guardrail agentOrder intake agentSpec-check agentDemand agentNCR triage agentInstall readiness agentAR chase agentTicket triage agentHealth score agent

Dashboards

Sales & MarketingSales & MarketingSales & Marketing FinanceOperationsOperationsOperationsOperations Customer SuccessFinanceCustomer Success

Live app / healthy Watch Needs attentionClick any stage to inspect it

Lead triage agentSales & Marketing

Quote ConfiguratorQuote follow-up agentMargin guardrail agentSales & Marketing

Commission TrackerOrder intake agentSales & Marketing Finance

PO TrackerSpec-check agentOperations

Production Scheduler Supplier ScorecardDemand agentOperations

Quality NCR LogNCR triage agentOperations

Install Checklist Field DispatchInstall readiness agentOperations Customer Success

Invoice Approvals Cashflow PlannerAR chase agentFinance

Warranty Claims Spare-parts PortalTicket triage agentHealth score agentCustomer Success

One system of record

Every count on this page is computed from the same records as Analytics and Customers — nothing is retyped between tools.

Agents work the gaps

The hand-offs between stages — chasing quotes, re-planning schedules, escalating receivables — run themselves, with humans approving the calls that matter.

Nothing goes quiet

A stalled quote, an overdue work order or a slipping account shows up here and on the home page before it becomes a problem.

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