Huddle Systems

BACKGROUND

Please describe your company and position.

I am the CEO of Aspiriant

Describe what your company does in a single sentence.

We’re Aspiriant, a national, independent wealth management firm that is 100% employee owned. We focus on creating clarity and peace of mind for our clients.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Huddle Systems to accomplish?

We hired Huddle Systems to improve how we organized, analyzed, and reported on operational and client-service data. Our main objective was to create a more centralized analytics environment that would give our teams clearer visibility into important information, reduce manual reporting, and make it easier to turn data into useful insights for planning and day-to-day decision-making.

SOLUTION

How did you find Huddle Systems?

Online Search

Why did you select Huddle Systems over others?

• Pricing fit our budget
• Good value for cost
• Company values aligned

How many teammates from Huddle Systems were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

The scope focused on improving how Aspiriant collected, organized, and analyzed operational data. Huddle Systems reviewed our existing data sources and reporting processes, helped structure the information within a more centralized analytics environment, and developed customized business intelligence dashboards and reporting views.
The solution made it easier for our teams to monitor relevant information, identify trends, and access reports without relying as heavily on manual spreadsheets. Huddle also handled data integration, dashboard configuration, testing, documentation, and implementation support to help our team transition to the new reporting setup.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The project gave our team a more centralized view of operational information and significantly simplified our reporting process. We reduced manual spreadsheet work, improved the consistency of our reports, and gained faster access to important data and trends. The dashboards also made it easier to prepare internal updates and use current information when making operational decisions.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Huddle Systems managed the project in a structured and responsive way. They kept us informed throughout the development process, listened to our feedback, and made adjustments when our reporting requirements changed. The major deliverables were completed on schedule, and communication was consistent enough that we always understood what was being worked on and what was coming next.

What was your primary form of communication with Huddle Systems?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What impressed us most was their ability to take a complex set of operational data and turn it into something practical for our team. Rather than applying a generic analytics solution, Huddle Systems took time to understand our workflows and how the information would actually be used. Their responsiveness and willingness to refine the dashboards around our needs made the engagement feel collaborative.

Are there any areas for improvement or something Huddle Systems could have done differently?

One area for improvement would be providing more detailed documentation and training materials earlier in the project. The solution itself worked well, but having those resources sooner would have helped our team become comfortable with the dashboards and reporting tools more quickly.

BACKGROUND

Please describe your company and position.

I am the CEO of NorthStar Gaming

Describe what your company does in a single sentence.

NorthStar proudly owns and operates NorthStar Bets, a Canadian-born casino and sportsbook platform that delivers a premium, distinctly local gaming experience.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Huddle Systems to accomplish?

• We hired Huddle Systems to support the development of our mobile backend, with a particular focus on real-time data streaming and sportsbook integration. Our main objective was to build a reliable and scalable infrastructure capable of handling rapidly changing odds, player props, and in-game parlays. We also needed a solution that could efficiently process live match data, injury updates, and video feeds while maintaining a smooth mobile experience, even during periods of high activity.

SOLUTION

How did you find Huddle Systems?

• Online Search
• Referral

Why did you select Huddle Systems over others?

• Pricing fit our budget
• Good value for cost
• Referred to me

How many teammates from Huddle Systems were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Huddle Systems was responsible for helping us engineer the mobile backend, particularly the infrastructure supporting real-time sports data and sportsbook functionality. A major part of the work involved developing an AWS-based microservices architecture to support the reliable delivery of live match information and rapidly changing betting data. This included streaming real-time odds, player props, and in-game parlay information, as well as integrating injury updates and live dealer video feeds.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The biggest success was having a more reliable backend infrastructure capable of supporting the real-time demands of our sportsbook. We made meaningful progress in how live match data, odds, player props, injury updates, and video feeds were delivered to the mobile experience. We also saw improvements in backend stability and the overall handling of real-time data, which helped reduce concerns around delays, interruptions, and application crashes. From a business perspective, this gave us a stronger technical foundation for supporting live betting features and continuing to develop our mobile platform. For us, the real value was having infrastructure that better supported the speed and reliability our users expect from a modern sportsbook.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The project management experience was very positive. The team was responsive, professional, and willing to work through technical challenges as they came up. They maintained communication throughout the engagement and were receptive to our feedback and changing priorities. What I appreciated was that they didn't just focus on completing assigned tasks. They also took the time to understand why certain features were important to our business and how the backend needed to perform in a real-world sportsbook environment. Their approach made collaboration straightforward, and we felt they were genuinely invested in delivering a solution that worked for us.

What was your primary form of communication with Huddle Systems?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What impressed me most was their ability to understand the technical complexity of what we were trying to accomplish. Real-time sports betting infrastructure is not a simple mobile development project. It requires careful backend engineering, efficient data processing, and a strong focus on reliability.

Are there any areas for improvement or something Huddle Systems could have done differently?

We had a very good experience working with Huddle Systems. As with any technically complex project, there are always opportunities to improve documentation, streamline certain development processes, and make technical handovers even more detailed. However, these are relatively minor observations rather than significant concerns. The team was professional, responsive, and delivered valuable work for our business. We appreciate their contribution and would be happy to consider working with them again on future development initiatives.

BACKGROUND

Please describe your company and position.

I am the CEO of Singapura Finance Limited

Describe what your company does in a single sentence.

Our Branding Our brand is built on the characteristics of 'optimism, inspiration and confidence'. As an expression of these aspirations, our products and services cater to the everyday man. We equip our customers with product literature and our relationship managers will assist them in making an informed decision.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Huddle Systems to accomplish?

• Our main objective was to strengthen our Core Infrastructure and Financial Compliance (DevSecOps) framework to ensure rigorous data governance, meet MAS regulatory standards, and automate security checks across our digital banking and loan application platforms.

SOLUTION

How did you find Huddle Systems?

Online Search

Why did you select Huddle Systems over others?

• Pricing fit our budget
• Company values aligned

How many teammates from Huddle Systems were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

The scope involved a complete overhaul of our DevSecOps pipeline and server infrastructure. Key deliverables included:
Automated compliance verification integrated directly into our CI/CD pipelines to screen for data leaks, encryption flaws, and vulnerabilities prior to deployment. 
Infrastructure as Code (IaC) implementation using Terraform and Ansible to automate environment provisioning and disaster recovery. 
Secure replication workflows to mitigate localized data center errors and protect customer transaction workflows.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

We achieved a significant reduction in code vulnerability turnaround time, 100% automated compliance screening prior to software releases, and the ability to spin up secure infrastructure replica clusters in a matter of minutes.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Their project management was top-notch. They delivered all key items on time or ahead of schedule and were exceptionally responsive, agile, and proactive in addressing our rigorous compliance and security needs.

What was your primary form of communication with Huddle Systems?

Virtual Meeting

What did you find most impressive or unique about this company?

What stood out was their ability to blend financial regulatory knowledge with cutting-edge technical execution, seamlessly embedding strict security standards without slowing down our development velocity.

Are there any areas for improvement or something Huddle Systems could have done differently?

There are no major areas for improvement; their execution was professional, thorough, and aligned with all of our expectations.

BACKGROUND

Please describe your company and position.

I am the Managing Director of Trust Company (Guyana) Limited

Describe what your company does in a single sentence.

Trust Company (Guyana) Limited is the oldest and only Trust Company that offers traditional trusteeship services in addition to a wide range of other financial services. These include investment, brokerage, registrar and pension schemes. This Company also invests in secured mortgages.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Huddle Systems to accomplish?

• Consolidate up to 10,000 active and historical client records into a single 360-degree view.
• Reduce average onboarding cycle time from 14 days to under 6 days.
• Automate KYC/AML checkpoint fields so that incomplete or high-risk profiles could not progress past defined stages.

SOLUTION

How did you find Huddle Systems?

Online Search

Why did you select Huddle Systems over others?

• Pricing fit our budget
• Good value for cost
• Company values aligned

How many teammates from Huddle Systems were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Huddle Systems was retained for CRM consulting and systems-integration services under a fixed-scope engagement. Their work covered four clearly defined phases:

• Discovery & Business Architecture process mapping of the Guyana Unit Trust, Brokerage, and Mortgage journeys; full data audit of legacy spreadsheets and local files; design of role-based visibility rules and automated compliance triggers (KYC expiry fields, AML risk-score alerts).
• Core CRM Configuration creation of custom objects for trust profiles, mutual-fund holdings, and pending mortgage applications; visual pipeline stages for mortgage applications and corporate pension onboarding; native integration of corporate email and WhatsApp Business so that every advisory touchpoint was auto-logged. 
• Data Migration & Systems Integration cleansing, de-duplication and import of approximately 9,800 client records; one-way webhook/API connection to our primary shareholder-registrar database; automated nightly CSV export/import for the remaining legacy systems that fell outside full bi-directional scope.
• Training, Testing & Launch structured UAT with compliance officers and department heads; three hands-on training cohorts covering 28 users; 30 days of post-go-live hypercare.

The Huddle Systems delivery team comprised one senior project manager / business analyst, two CRM configuration specialists, one data-migration engineer, and a part-time compliance consultant who reviewed every permission matrix and AML workflow. Engagement ran from mid-February through early June 2025 (14 weeks total). Final project cost settled at $41,500, inclusive of the initial 18 user-seat licences.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Ninety days after go-live the following outcomes were recorded: Average onboarding cycle time fell from 14 days to 5.2 days (63 % reduction). Data duplication rate across the migrated 9,800 records dropped from 18 % to under 1.4 %. Manual data reconciliation effort by compliance staff decreased by 19 hours per week. 100 % of new mortgage applications and trust onboardings now carry automated KYC/AML stage gates; zero incomplete high-risk profiles have progressed past Stage 2 since launch. Client communication logging coverage rose from roughly 35 % (manual) to 97 % (auto-captured email + WhatsApp).

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Project management was executed inside a shared Asana workspace with weekly milestone boards that mirrored the four-phase timeline. Daily asynchronous updates occurred in a dedicated Slack channel; every Friday the project manager issued a concise status pack containing completed tasks, open risks, and a burn-down against the fixed budget. Communication was precise, artifact-driven, and free of unnecessary calls.

What was your primary form of communication with Huddle Systems?

Virtual Meeting

What did you find most impressive or unique about this company?

What proved most valuable was Huddle Systems’ insistence on building the compliance matrices and data-visibility rules first, then configuring the CRM around those rules rather than forcing the business to adapt later. The one-way webhook design they proposed kept the integration inside budget while still eliminating the bulk of manual data entry.

Are there any areas for improvement or something Huddle Systems could have done differently?

One area for improvement: deeper bi-directional integration with the remaining legacy systems would have reduced the need for ongoing CSV imports. 

BACKGROUND

Please describe your company and position.

I am the Founder & CEO of Tapcart

Describe what your company does in a single sentence.

Tapcart is the mobile commerce platform of leading brands, helping build stronger customer relationships through fully custom, personalized mobile shopping experiences.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Huddle Systems to accomplish?

• We hired Huddle System to launch a visual "In-App AI Personal Shopper Builder" inside our merchant dashboard, giving our e-commerce brands a way to configure and deploy a conversational product concierge directly into their native mobile apps. Tapcart powers mobile shopping experiences for brands processing billions in sales, and we saw a real opportunity to help merchants answer pre-sales product questions and drive cart conversions without needing a dedicated support team on standby. We needed this built within four and a half months and kept to a $40,000 budget, with clear targets around lifting mobile cart conversions and automating resolution of routine in-app product inquiries during the pilot.

SOLUTION

How did you find Huddle Systems?

Online Search

Why did you select Huddle Systems over others?

Good value for cost

How many teammates from Huddle Systems were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

The team built a merchant configuration dashboard, a low-code interface where store admins can toggle the agent on, provide custom prompt instructions, and define the bot's tone, whether professional, enthusiastic, or casual, so each merchant's concierge feels consistent with their brand. Behind that, they built an automated Shopify product catalog vectorization pipeline that continuously updates a vector storage engine with each merchant's live data, including SKUs, titles, variants, inventory, and descriptions, so the agent's answers stay accurate as inventory changes. They then built the app-native chat block itself, a mobile-native webview or layout block that renders cleanly inside the customer's cart or product pages, capable of fielding real merchandising questions like whether a dress would pair well with a specific pair of shoes. Finally, they set up one-click checkout actions using structured tool-calling, letting the AI agent drop a suggested item directly into the shopper's checkout tray from within the conversation. Voice input, deployment to external social channels, and AI-generated product photography were deliberately left for a future version, and the team stayed within that scope throughout.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

During the pilot launch, mobile cart conversions among participating merchants increased beyond our 10% target, and the agent has been resolving the large majority of routine pre-sales product inquiries automatically, well past the 60% threshold we set going in. Merchants have also appreciated how quickly they can configure and launch the concierge themselves through the dashboard, without needing engineering support from our side.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Huddle System ran a tightly scoped, milestone-driven process that respected both the budget and the four-and-a-half-month timeline. When we asked for adjustments to how the tone customization options worked partway through, based on early merchant feedback, they made the change without letting it affect the broader delivery schedule.

What was your primary form of communication with Huddle Systems?

Virtual Meeting

What did you find most impressive or unique about this company?

Their discipline in working within our existing infrastructure rather than proposing an entirely new stack stood out most. Building on top of our Shopify data pipeline instead of duplicating it kept the project lean and let us launch the pilot on budget and on time.

Are there any areas for improvement or something Huddle Systems could have done differently?

The vectorization pipeline needed a bit of extra tuning to handle merchants with unusually large or frequently changing catalogs. Testing against a wider range of catalog sizes earlier in the project could have smoothed that part of the rollout.