04Meridian Systems · Internal trading surface
TerminalHarbour Capital
The brief
Eleven analysts were reconciling positions across four spreadsheets and an email chain. Harbour wanted one surface, auditable, fast enough to use during a call.
- Timeline
- 12 weeks to live
- Users
- 11 analysts, 3 partners
- Stack
- TypeScript · Postgres · edge runtime
- Engagement
- Build + 12 months care
Specification
Board versus delivered
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DIRECTION PLATEDELIVERED FRAMEApproach
- 01Two weeks embedded with the desk, instrumenting how the existing spreadsheets were actually used before designing anything.
- 02Built as a single dense surface: keyboard-first, no modals, every number traceable to its source row.
- 03An AI layer drafts position commentary and flags reconciliation breaks; a human signs every entry.
- 04Full audit trail from day one, because the fund is regulated and the auditors arrive in March.
Craft notes
- /Keyboard-first, 40ms interaction budget
- /Every figure traceable to source with one keystroke
- /AI-drafted commentary, human-signed
- /Immutable audit log, regulator-ready
- Product lead
- Atelier Meridian
- Engineering
- Meridian Systems
- Client sponsor
- Harbour Capital, COO
- Security review
- External, passed
Credits
Plates · contact sheet
PL01 · 2026PL02 · 2026Next project
Instrument