Meridian Group
Professional services · illustrative company
Illustrative scenario based on how teams use Foliato. Not a customer testimonial.
The problem
Every month before the board meeting, the CFO of Meridian Group asks six department heads for their KPI reports. They arrive by email: three different formats, two versions of the same file — sales_v3_FINAL.xlsx — and one department that always answers after the third reminder.
The CFO's assistant spends half a day copying attachments into a shared folder and asking which version is the good one. Nobody can say, at a glance, which departments have already reported.
The pack for the board is assembled the night before. Every month. From the inbox.
Follow-up emails per year
6 department heads × 3 reminders × 12 monthly cycles. Add half a day of assembling the pack by hand every month — copying attachments, renaming files, asking which version is current.
The solution
The team turned the monthly ritual into one reusable request: a checklist per department head, a destination folder per item, and a board that shows who is late. Reports stopped traveling by email.
- 01
Create the monthly template
One checklist: KPI report, headcount, cash summary. Each item routes to the department's folder.
- 02
Send it to the six heads
Same template, six recipients, first day of the month. Each gets a secure link.
- 03
Watch the board, not the inbox
Who reported, who is halfway, who needs a nudge. Reminders go out on their own.
Monthly reporting · July 2026
Meridian Group asks you for 3 documents
- XLSXKPI reportRequired
kpi-sales-july.xlsx · uploaded 1 h ago
- XLSX · PDFHeadcount summaryRequired
Current month
- Cash summary
Optional
The result
By the second cycle, month-end reporting looked different:
Does month-end reporting look like this for you?
Create the checklist once. Reuse it every month. Free for 7 days.
Foliato expert — the setup
The setup is one template and a folder convention. Three decisions make it work:
1 · Every item routes to a department folder. The reporting tree is created once — a folder per month, a subfolder per department. Each checklist item points to its department's folder, so files file themselves:
/Reporting/{year}/{month}/{department}
2 · The board replaces the status email. Six requests from the same template, one per department head. The CFO sees who reported without asking anyone:
- MGM. Grant — Sales3/3Completed
- FTF. Torres — Finance3/3Completed
- RPR. Park — Operations1/3Partial
- JSJ. Soto — HR0/3Sent
3 · The audit trail comes free. Every upload, rejection, and reminder is logged. When the board asks when Finance reported, the answer is in the audit log, not in someone's memory.
Frequently asked questions
Can a department head see other departments' reports?
Only if you give them access. Folder permissions are set per user, role, or group — each head can be limited to their own department's folder.
Do I have to rebuild the request every month?
No. The template is saved; each month you send it again to the six heads in a couple of clicks.
Can I restrict file formats?
Yes, per item — for example XLSX only for the KPI sheet and PDF for the summary.
What if someone uploads the wrong file?
Reject that item with a reason. They get an email and re-upload just that file — the rest stays intact.