Current MERIDIAN site version: Vessel Management AgencyChange operating profile

portfolio operations

Run every managed vessel, service, and principal update from one operating desk.

A MERIDIAN site version for vessel management agencies coordinating mixed fleets, captains, principal representatives, vendors, port calls, visit documents, provisioning, and operational reporting across regions.

  • Portfolio board
  • Principal updates
  • Vendor dispatch
  • Port-call lifecycle
  • Fleet reporting
AudienceFleet managers, management companies, client-service desks
Site versionVessel Management Agency
Management Agency operating board
Portfolio Operations

Fleet managers, management companies, client-service desks

Sample board
Managed vessels32
Principal updates18
Vendor jobs41
Exceptions7

Intake 02

M/Y AuroraPrincipal preferences and arrival scope
RV KaimanaNew service profile pending

Plan 02

Oahu port callBerth, fuel, stores, ground transport
Maui transferCrew arrival and provisioning window

Dispatch 02

Interior detailVendor confirmed 14:00
Parts runQuote waiting on approval

Close-out 02

Principal reportDraft in review
Invoice packet3 receipts missing
32active vessels
18principal updates due
41vendor jobs
7port-call exceptions

Tailored service story

Services organized around this audience’s actual work.

This version keeps the navigation functional and service-led, while adapting language, metrics, tasks, and operating examples to management agency.

Portfolio

Portfolio intake

Centralize vessel particulars, principal preferences, captain contacts, local service constraints, and active-region notes.

Port-call

Port-call program management

Coordinate arrival, berth fit, local notices, crew/guest logistics, vendor work, provisioning, and departure close-out.

Principal

Principal and representative updates

Package concise, non-technical updates for principal reps and family offices without exposing operational noise.

Vendor

Vendor network coordination

Route work to preferred vendors with scope, arrival windows, access notes, completion evidence, and escalation handling.

Common pain points

What gets in the way today.

Every managed vessel in a different place

Status, documents, and principal updates live across tools, agents, and inboxes.

Repeated context

The same vessel details and requirements are re-entered for every call and every vendor.

Principal updates by hand

The picture a principal wants means someone stitching a status update together.

Your command deck

What you can see, and what you can do.

MERIDIAN is permissioned by role. You see your operation, and only your operation.

What you can see

  • A portfolio board across managed vessels
  • Port-call lifecycle and service status
  • Vendor jobs and quote status
  • Principal-update readiness

What you can request, approve, or review

  • Open and run port-call programs
  • Dispatch and track vendor work
  • Route client and principal approvals
  • Publish principal updates from the live file

Working together

How you interact with other roles.

Principals

Send clean, current updates without exposing every thread.

Captains & vessels

Share the call in one file and hand off cleanly.

Vendors

Dispatch scoped jobs and collect completion evidence.

Example workflow

A typical run, start to finish.

Intake the vessel

One file per managed vessel and its program.

Run the port call

Services, documents, and vendors with clear assignees.

Route approvals

Principal or manager approves spend with context.

Report

Principal updates and closeout from the live file.

Privacy & permissioning

Each managed vessel and principal is walled from the others; partners are scoped to a single job.

Guest and invited access is approval-gated and scoped — never open public signup.

Discretion

Scoped access, by design.

Everyone invited into your operation sees only what their role needs. The operating file stays yours.

Questions

Frequently asked.

Is this one file per vessel or one for the agency?

Both — each vessel keeps its own operating file, and your desk sees the portfolio across all of them.

Can principals see their vessel without the dock detail?

Yes. Principal updates compose from the live file and show readiness, approvals, and cost.

How does vendor coordination work?

Invite a vendor to a scoped job with an access window; completion evidence attaches to the visit.

Can we brand what principals see?

Yes — principal-facing reporting can carry your brand.

Get started

Run the whole portfolio from one desk.

See how MERIDIAN adapts to your workflows, or request a walkthrough tailored to your operation. Access is reviewed and routed — guest workspaces are approved manually.