Dashboard

Meridian Field Services — AI transformation engagement

Engagement

Meridian Field Services

412-person facilities services company

Identified opportunity

$134,450

steady-state net, per year, across 7 scored opportunities

Knowledge base

26 chunks

from 7 documents · 1 requested, not received

Highest-scoring opportunity
7.6AI intake agent: turn service@ email into ready-to-approve ServiceTitan work orders

$45,543 steady-state net per year · payback in 26 months. Every score traces to source text; every figure is computed from editable inputs.

Open the backlog
Open questions

13

gaps the analysis could not close from current evidence — the next round of discovery.

Objectives leadership stated
  • Improve gross margin by 300bp over eight quarters without reducing field headcount
  • Cut the time between a client request arriving and a technician being scheduled
  • Reduce revenue leakage from work performed but never invoiced
  • Make the two 2024-acquired regions operate on the same process as the core business
  • Reduce first-year technician attrition, currently 38%

Strategic-alignment scores are graded against these, not against a generic notion of business value.

Next
Phase 2 — Knowledge Engine
Document upload, parsing, and pgvector retrieval replace the seeded chunks that currently feed the scoring agent. The evidence contract does not change — only where the chunks come from.