1 / 11
06.09.25

Meridian Foods
BI Transformation

Kickoff

Northlight Analytics · Week 0 of 14 · 6 September 2025

73%

of enterprise data projects miss their original definition of done

Not budget. Not talent. Misaligned success criteria.

"By 14 December 2025, Meridian's category managers self-serve weekly margin reports without analyst intervention."

— Agreed project charter, signed 29 August 2025

IN SCOPE

  • 4 regional P&L dashboards
  • Snowflake migration
  • 3 training cohorts
  • Weekly margin reports

OUT OF SCOPE

  • ERP integration
  • Predictive modeling
  • Mobile app
  • Real-time alerting

14-Week Phase Plan

Wks 1–3 · Sep 6–20 Discovery & Data Audit
Discovery
Wks 4–10 · Sep 22–Nov 7 Build & Validate
Build & Validate
Wks 11–14 · Nov 10–Dec 14 Enablement & Handoff
Enablement

Go/No-Go Gates: Week 3 (20 Sep) · Week 10 (7 Nov)

Who Owns What

Workstream Northlight Lead Meridian Data Finance Sponsor IT Security
Data Migration R C I A
Dashboard Build R C A I
UAT Coordination A C R I
Training Delivery R I A I
Access Provisioning I C A R
Change Management C R A I

Dependency Risk Radar

Current State
Required State

Top 3 Risks & Mitigations

RISK 1 HIGH

Snowflake credentials delayed

IT provisioning timeline uncertain

OWNER: Ravi Patel, IT

Mitigation: Pre-approved service account template submitted 1 Sep; weekly escalation cadence with CIO office

RISK 2 MEDIUM

Category manager availability in UAT

Q4 planning cycle overlap

OWNER: Sara Okonkwo, Finance

Mitigation: UAT dates locked in team calendars; backup testers identified from regional finance teams

RISK 3 MEDIUM

Scope creep from regional VPs

Ad-hoc reporting requests

OWNER: Jordan Mercer, Northlight PM

Mitigation: Change request protocol in charter; steering committee veto authority; post-launch roadmap for Phase 2 requests

Decisions Only You Can Make

Data governance policy owner

DUE: 13 Sep 2025

UAT participant list finalized

DUE: 26 Sep 2025

Dashboard sign-off authority

DUE: 3 Oct 2025

Training schedule confirmation

DUE: 14 Oct 2025

4

decisions

3

dates

1

escalation path

Governance Cadence

WEEKLY

Northlight–Meridian Stand-up

Tuesdays, 9:00 AM · 30 min

BI-WEEKLY

Steering Review

Fridays, 2:00 PM · 60 min

WEEK 3 · 20 SEP

Go/No-Go Gate 1

Data audit complete, architecture approved

WEEK 10 · 7 NOV

Go/No-Go Gate 2

UAT passed, training materials signed off

Single Escalation Path

1

Project Manager

Jordan Mercer

2

Sponsor

Sara Okonkwo, VP Finance

3

Steering Chair

Within 48 hours

Three approvals.
Leave aligned.

1

RACI signed and distributed

2

Decision log cadence confirmed

3

Go/no-go criteria locked