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Meridian Holdings — 4 active workflows

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4

Active Workflows

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12

Completed This Year

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1

Needs Attention

schedule

3.8 days

Avg. Completion

Active Workflows

WF-2024-001 On Track

Client Onboarding

Assigned to Sarah Chen • 12 days active

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Initial ContactNeeds AssessmentProposalContract ReviewKickoff
WF-2024-009 On Track

Compliance Audit

Assigned to Aisha Patel • 2 days active

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PreparationFieldworkReportingFollow-up
WF-2024-017 At Risk

Proposal Pipeline

Assigned to Sarah Chen • 10 days active

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LeadQualificationProposal DraftInternal ReviewClient ReviewClose
WF-2024-010 On Track

Document Review

Assigned to Diana Morales • 9 days active

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DraftReviewApproval

Recent Activity

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WF-2024-008: Client Onboarding for Pinnacle Finance marked as Completed

March 30, 2026 at 5:00 PM

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WF-2024-001: Contract document uploaded to Contract Review stage

March 28, 2026 at 2:15 PM

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WF-2024-017: Approaching SLA deadline — Internal Review delayed

March 28, 2026 at 9:00 AM

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WF-2024-009: Compliance Audit initiated — assigned to Aisha Patel

March 29, 2026 at 10:00 AM

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WF-2024-010: Review stage completed, moved to Approval

March 27, 2026 at 3:30 PM