- Client Relationship Manager8
- Projects Register8
- Human Resources Requests8
- Invoices and Debtors8
Clear thinking for growing organisations
CAQA Meridian Business Group is a professional services firm that helps small and medium organisations run better.
CAQA Meridian Business Group, professional and business services
CAQA Meridian Business Group is a professional services firm that helps small and medium organisations run better. Meridian provides business advisory and planning, outsourced human resources and payroll, bookkeeping and finance support, marketing and communications, project management office services, and quality, risk and compliance consulting. Clients include family owned businesses, not for profit organisations, local government, schools and growing companies that need senior expertise without employing a full time team. Most engagements run as retainers, with fixed price projects for larger pieces of work such as a system implementation, a marketing campaign or a compliance audit.
The firm works from two offices. The Melbourne head office holds the leadership team, client advisory, finance and administration, marketing and communications and the projects office. The Adelaide office holds people services and a smaller advisory and compliance team serving South Australian clients. Six departments report to the General Manager. Staff work standard business hours with flexible start and finish times and hybrid arrangements, and client meetings are held on site, in the Meridian boardrooms or online. Every client, project, invoice and internal request is recorded in one of the firm's five business systems.
Integrity
We tell clients what they need to hear, keep their information safe and never overstate what we can deliver.
Clarity
Every plan, report and email we produce is plain, accurate and easy to act on.
Reliability
We do what we said we would do, by the date we said, and we record it so anyone can pick it up.
Care
We look after our people, our clients and the communities they serve, and we speak up when something is not right.
Services and operations
To give growing organisations the clear advice, reliable systems and capable people they need to succeed.
Business advisory
Strategic and operational planning, business reviews, board and management reporting, and quarterly advisory retainers for owners and executives who want a trusted sounding board.
People services
Outsourced human resources including recruitment, onboarding, contracts, policies, performance frameworks, employee relations support and payroll processing under the Fair Work Act 2009.
Bookkeeping and finance support
Transaction processing, accounts payable and receivable, reconciliations, management reports and budgeting support delivered in the client's accounting software or in Meridian's.
Marketing and communications
Marketing plans, brand and messaging, digital and social campaigns, content, email marketing and event promotion for organisations without an in house marketing team.
Project management office
Planning, scheduling, budgeting, governance and delivery of client projects such as system implementations, office moves and program launches, using Meridian's project methodology.
Quality, risk and compliance
Internal audits, quality system development, risk assessments, privacy reviews, health and safety consulting and preparation for external certification and regulator audits.
Six departments, one workplace
Each department has a purpose, a lead, responsibilities, performance measures and the systems it works in. Students are placed in a department by their scenario.
Client Advisory
Delivers business advisory retainers and planning projects for owners, executives and boards. Advisers run quarterly reviews, prep...
Visit departmentPeople Services
Provides outsourced human resources and payroll to clients and internal human resources to Meridian. The team recruits and onboard...
Visit departmentFinance and Administration
Runs Meridian's own finances and delivers bookkeeping services to clients. The team processes transactions, raises and chases invo...
Visit departmentMarketing and Communications
Plans and delivers marketing and communications for clients and promotes Meridian's own services. The team writes marketing plans,...
Visit departmentProjects Office
Plans, governs and delivers fixed price projects for clients and manages Meridian's internal projects. Project managers and coordi...
Visit departmentQuality, Risk and Compliance
Maintains Meridian's quality management system, risk register, privacy program, health and safety system and business continuity p...
Visit departmentWorking systems with real records
Every system is live in your browser: create, update, search, move cards on a board and export what you did. Reset returns the seed data at any time.
Client Relationship Manager
Holds every client and prospect with their segment, service line, engagement value, contacts and the log of interactions and actions.
8 recordsProjects Register
Tracks client and internal projects with their manager, dates, budget and stage, and holds milestones and status reports.
8 recordsHuman Resources Requests
Records leave, recruitment, onboarding, performance, grievance and payroll requests for Meridian staff and for client employees serviced by people services.
8 recordsInvoices and Debtors
Records every invoice raised to clients with its amount, dates and payment status, and drives the overdue follow up sequence.
8 recordsRisk and Compliance Register
Holds Meridian's risks, incidents, audit findings and compliance obligations with ratings, owners, treatments and review dates.
8 recordsInbox
8 work requests from managers and colleagues, each linked to a scenario or a document.
Open inboxEight workplace scenarios
Sign in as a role, read the brief, work through the tasks using the documents and systems, then print an evidence summary for your assessor.
Organise the front office for the week
You are the Business Support Officer covering the Melbourne front office.
Open scenario Intermediate 3 to 4 hoursProcess the September invoices and follow up overdue accounts
You are a Finance Officer in the finance and administration team.
Open scenario Intermediate 3 to 4 hoursPrepare a quarterly advisory review pack and onboard a new project
You are an Advisory Analyst supporting the Advisory Practice Lead.
Open scenario Intermediate 3 to 4 hoursCoordinate recruitment and onboarding for a client's finance officer
You are a Human Resources Officer in the people services team.
Open scenario Intermediate 3 to 4 hoursPlan and launch a client webinar campaign
You are a Marketing Coordinator in the marketing and communications team.
Open scenario Advanced 4 to 5 hoursRecover and manage a client system implementation project
You are the Project Manager for the Brightwater implementation.
Open scenario Advanced 4 to 5 hoursPlan, conduct and report an internal audit of privacy and records controls
You are an Internal Auditor in the quality, risk and compliance team.
Open scenario Advanced 4 to 5 hoursLead the advisory team through operational planning and a team meeting
You are the Advisory Practice Lead.
Open scenarioNotice board All notices
- Compliance Phishing emails impersonating the General Manager
5 September 2026 - Safety Workstation assessments and the cabling fix
8 September 2026 - Quality Records retention clean up
9 September 2026
Coming up Calendar
- 15/09Leadership team meeting
9:00 am, Boardroom, Melbourne - 16/09Brightwater project status meeting
2:00 pm, Online and Brightwater campus - 18/09Northbank campaign plan due
5:00 pm, Marketing and communications - 30/09Workstation self assessments due
12:00 pm, Both offices
Mapped to the Business Services Training Package
Every scenario lists the current units of competency and qualifications it supports, with assessor notes and a printable evidence summary. Use it with your own assessment tools or ask CAQA for a matched kit.