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.