Resources

Resources for research teams

Methodology guides, workflow templates, and case studies for evidence-first research practices.

Guide12 min read

Evidence-First Research: A Methodology Guide

How leading analyst firms structure research workflows around source provenance and auditable claims.

TemplateDownload

Competitive Analysis Workflow Template

A ready-to-use workflow structure with section definitions, input requirements, and review checkpoints.

Case study8 min read

Scaling Report Quality at a 12-Person Analyst Firm

How Meridian Research standardized workflows and cut partner review time by 35%.

Guide15 min read

Building Compliance-Ready Investment Memos

Best practices for source documentation, retention, and audit trails in financial services research.

Webinar30 min

Live Demo: Report Workflow Studio

Walk through building a market landscape report from sources to final export in under 30 minutes.

TemplateDownload

Vendor Evaluation Playbook

Weighted scoring frameworks, criteria templates, and evidence requirements for procurement research.

Methodology guide

Evidence-first research: a methodology guide

Leading analyst firms are moving from ad-hoc note-taking to structured evidence workflows. This guide covers how to define source standards, build evidence trails, and enforce review checkpoints before publication.

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Case study

Scaling report quality at a 12-person analyst firm

Meridian Research standardized competitive analysis and market landscape workflows, cutting partner review time by 35% while maintaining the evidence standards their institutional clients require.

Read the case study

Request a demo