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Value realization

See what improved after the change. Keep estimates separate from measured results.

Connect the problem, improvement plan and measured result. Set a target, check what changed and show the value your team confirmed.

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The problem

Keep checking the business case after launch.

A project can finish before its benefits appear. Without a starting point, an owner and a date to measure, it is hard to tell whether the change delivered what you expected.

67%
of potential financial benefit captured on average, according to respondents who described their transformations as successful.McKinsey Global Survey, 2021

See how the work moves. From the starting point to a confirmed result.

Follow the same figures from the problem’s baseline through the initiative and project plan to a confirmed result.

  1. Pain points

    Record the starting point

    Record the hours or cost the problem takes before the change. Keep working estimates labeled.

    Who acts: Your team decides

  2. Initiatives

    Set a target

    Link an initiative to that problem. Set the improvement target, cost and owner.

    Who acts: Your team decides

  3. Project plans

    Plan the checkpoints

    Put the launch and measurement dates on the project plan, so checking the result is part of the work.

    Who acts: Your team decides

  4. Initiatives

    Record and confirm the result

    Your team records what changed. The initiative’s owner or delegate reviews and confirms the measured result.

    Who acts: Your team decides

  5. Risks and statusClient portal

    Share the result

    Report the result in the status update’s Value section. Clients see measured outcomes in the portal, with money figures kept private.

    Who acts: Your team decides

Meridi flags recorded changes. Ask Meridi AI for help; review and apply its proposals. Your team updates, approves and verifies the work.

What the labels mean

Estimate
A working figure. It may come from a person or an AI suggestion.
Measured
A result your team recorded for a stated period.
Confirmed
The owner or their delegate reviewed and accepted it. It isn’t an independent audit.

An example: invoice approval

Starting point20 minutes per invoice across 100 invoices in the baseline month.
Target12 minutes per invoice after the change. A target, not a saving.
MilestonesUpdated steps approved, team instructions ready, new process launched, measurement window complete.
Measured14 minutes per invoice across 100 invoices in the next month.
Comparison6 minutes saved per invoice, 10 hours across the month. The target wasn’t fully met.
ConfirmedThe initiative’s owner checks the figures, notes any limits and confirms the result. Hours aren’t turned into money without a basis you enter.
Illustrative example. Figures are entered and reviewed by the team.

The tools behind it

Explore the tools.

See what each tool contributes and which plan includes it.

Full workflow on Meridi Delivery, $149 a month · Meridi Discovery, $79 a month, covers the problem and its baseline

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What your team can do next.

For consultants and transformation leads who have to show a client or a leadership team what an improvement returned, not only what the business case promised.

  • Figures you can explain

    Each one is labeled estimate, measured or confirmed, with who confirmed it and when.

  • Value inside the plan

    Targets, checkpoints and results live on the initiative and the project plan, not in a spreadsheet beside them.

  • Money stays need-to-know

    Cost figures show only to people with financial visibility, and not in the client portal.

  • Estimates stay separate from confirmed results

    AI suggestions stay labeled as estimates, and hours aren’t turned into money for you.

Trust the process.

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The Number 1:19

Follow an improvement from its target to a measured result confirmed by its owner. Harborline is an illustrative company.

Research source: McKinsey Global Survey, 2021
Read the narration

  1. Even successful transformations capture only

  2. sixty-seven percent of their potential benefit, on average.

  3. Every year, the board asks me one question.

  4. What did the improvements actually return?

  5. For years, my answer was the business case.

  6. This year, I brought the number.

  7. Eight initiatives.

  8. Five confirmed by the people who own them.

  9. Each one shows where it started, the target, what we measured,

  10. and who confirmed it.

  11. What Meridi suggested stayed a suggestion until someone checked it.

  12. One fell short of its target.

  13. It's on the list too.

  14. The number was smaller than the business case.

  15. They trusted it more.

  16. Meridi.

  17. Trust the process.