Case Study: Trout CPA streamlines performance management with Lattice

Lattice Provides a One-Stop Performance Management Solution for Trout CPA

Trout CPA, a mid-market accounting firm in Lancaster, Pennsylvania, needed a better way to manage performance and employee development as it grew. Before using Lattice, HR processes were handled on paper or through clunky systems, making reviews time-consuming and hard to manage for Joe Biesecker, the firm’s Director of Human Resources. Trout CPA turned to Lattice for a simpler, more structured approach to performance management and goals.

With Lattice’s Performance and Engagement tools, Trout CPA moved reviews online, consolidated HR workflows into one platform, and gained better visibility into employee feedback and engagement. Lattice made it easier for Joe to administer surveys, reduce survey fatigue, and collect useful data for more proactive talent management. The impact was immediate: employees responded positively within two weeks, and Joe said the platform saved time, improved usability, and gave him the support of a dedicated customer success partner.

Trout CPA

Joe Biesecker

Director of Human Resources