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Description
Organize all your documents and drawings efficiently with our leading enterprise document management software. Meridian offers a unified source of truth, customizable workflows that enhance collaboration across internal departments, and ensures that every alteration to a document is recorded and audited for regulatory compliance. The management of engineering documents involves the skillful search, retrieval, and handling of intricate files, such as CAD designs, drawings, technical specifications, and communication records, which are prevalent in AEC (Architecture, Engineering & Construction) firms. Navigating the complexities of engineering document management can pose challenges for many businesses in these sectors. Meridian's specialized document management solution for engineering projects addresses these issues adeptly. By centralizing essential documents and drawings, Meridian streamlines operations and automates critical processes, thereby improving overall efficiency. This creates a more organized environment that supports better teamwork and faster decision-making.
Description
Meridian serves as an AI-driven CRM and deal-management platform tailored for private-market investment teams, empowering firms to thematically source deals, oversee pipelines, and consolidate data across the organization. This platform integrates workflows suitable for every tier, from associates to partners, enabling teams to monitor opportunities, enhance collaboration prior to investment committee meetings, evaluate potential investments against both internal metrics and public data, and leverage insights through a built-in AI assistant. Additionally, users gain from automated updates of company and contact records, the ability to forward emails to capture meeting notes seamlessly, and a user-friendly mobile and web interface that encourages widespread adoption throughout the organization. The system is designed with robust permission settings, accommodates multi-fund structures, and adheres to enterprise-level security standards, including SOC 2 compliance, ensuring the protection of sensitive investment information. With its comprehensive features, Meridian not only enhances operational efficiency but also fosters a culture of informed decision-making within investment teams.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Altvia
No
Apex
No
Box
No
Dropbox
No
Gmail
No
Google Calendar
No
Microsoft OneDrive
No
Microsoft Outlook
No
Microsoft SharePoint
No
Raylu
No
Integrations
Altvia
Yes
Apex
Yes
Box
Yes
Dropbox
Yes
Gmail
Yes
Google Calendar
Yes
Microsoft OneDrive
Yes
Microsoft Outlook
Yes
Microsoft SharePoint
Yes
Raylu
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Accruent
Founded
1995
Country
United States
Website
www.accruent.com/solutions/engineering-document-management-meridian
Vendor Details
Company Name
Meridian
Founded
2023
Country
United States
Website
www.meridian-ai.com
Product Features
Document Management
Access Controls
No
Archiving & Retention
No
Collaboration Tools
No
Compliance Tracking
No
Document Archiving
No
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
No
Document Retention
No
Electronic Signature
No
Email Management
No
File Recovery
No
File Type Conversion
No
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
No
Product Features
Financial CRM
Account Alerts
No
Asset Management
No
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
No
Marketing Management
No
Relationship Tracking
No
Team Assignments
No
Territory Management
No
