03 Meridian Loop Advisory Book
Index

04 · Advisory & engineering leadership

Operators first, technologists second

The team pairs seasoned operations leadership with production software engineering and certified privacy governance, so every system it builds survives contact with real daily business. The principal sets the roadmap, two specialist leads build and safeguard it, and a change lead makes sure your staff actually use it.

Principals & practice leads

  1. A drawn identity panel for the principal consultant: a stepped head-and-shoulders figure reserved in white against a field of horizontal rules, with a centred plumb line through the head, beside a ruled document and a pair of stacked document sheets. 01 ROLE 01 PRINCIPAL CONSULTANT 320 x 400

    01

    Marcus Ellery

    Principal consultant

    Marcus Ellery founded Meridian Loop Advisory after twelve years running operations at regional logistics and home-health companies. A Lean Six Sigma Black Belt with an M.B.A., he leads workflow diagnostics, unit-economics modelling and executive roadmaps, redesigning handoffs, accountability gates and SOPs first so that automation compounds clean operations.

    Best contact reasonA leadership team with several AI ideas and no clear order to take them in.

    Workflow & AI readiness auditTeam enablement workshop
  2. A drawn identity panel for the automation lead: the same stepped head-and-shoulders figure filled with an eight-unit horizontal hatch, one rule marked, beside a ruled document and a table grid with a single cell filled in. 02 ROLE 02 AUTOMATION LEAD 320 x 400

    02

    Priya Raman

    Automation lead

    Priya Raman leads technical architecture and sprint execution on every custom build. An AWS and Azure certified solutions architect with an M.S. in Computer Science, she began at a Columbus software consultancy and has spent a decade on enterprise data pipelines, private RAG retrieval and CRM/ERP integrations, specialising in deterministic-plus-LLM hybrids, accuracy evaluation suites and clean error-fallback logic.

    Best contact reasonDocuments re-typed by hand across your CRM, ERP or inbox every day.

    Custom automation buildoutWorkflow & AI readiness audit
  3. A drawn identity panel for the data governance and risk lead: the same stepped head-and-shoulders figure resolved into sixteen-unit modules, three of them marked, beside a ruled document and a message block with a reply mark. 03 ROLE 03 GOVERNANCE & RISK LEAD 320 x 400

    03

    Dana Whitcomb

    Data governance & risk lead

    Dana Whitcomb protects clients in legal, financial, healthcare-adjacent and B2B industries from accidental data leakage and compliance missteps. She spent nine years as a business analyst in retail and distribution and holds the CIPP/US (IAPP) and ISO/IEC 42001 Lead Implementer credentials; she vets vendor security postures, configures zero-retention API contracts and drafts clear employee AI governance policies.

    Best contact reasonStaff pasting client files into free chatbots, or a vendor DPA nobody has read.

    Private knowledge base (RAG)Custom automation buildout
  4. A drawn identity panel for the change and enablement lead: the same stepped head-and-shoulders figure as a solid silhouette with the module grid knocked back out of it, beside a ruled document and a checked list. 04 ROLE 04 CHANGE & ENABLEMENT LEAD 320 x 400

    04

    Tobias Reyes

    Change & enablement lead

    Tobias Reyes turns technical deployments into lasting daily habits. A Prosci Certified Change Practitioner and B2B instructional designer with nine years in workforce adoption and SOP design, he works directly with department heads and hesitant team members, designing hands-on workshops around real daily tasks so staff feel supported rather than threatened by better tooling.

    Best contact reasonA tool your team quietly stopped using two weeks after launch.

    AI governance & use policyFractional operations retainer

05 · Contact

Talk to the consultant who fits your problem

Mention a name in your message if you have one in mind. Availability is confirmed by reply, and the firm will say plainly if a colleague is the better fit.

Book Send an enquiry

Or write to hello@meridianloopadvisory.example and the firm replies Monday to Friday, 9:00 AM to 6:00 PM.

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