IndustriesPublic Sector & TribalSolutionsTribal Enrollment
Tribal Enrollment
A secure, governed enrollment platform built on Salesforce.
Overview
Enrollment is a system of governance, identity, and trust. It reflects each nation's unique criteria for membership and the sacred responsibility of managing citizen records across generations.
Our Tribal Enrollment solution treats that responsibility as the design brief. We combine tribal policy, committee decision-making, and long-horizon recordkeeping into a single configurable platform, built on Salesforce so the foundation is enterprise-grade and the tribe owns it outright.
Why it matters
Many enrollment offices carry decades of records across binders, spreadsheets, retired databases, and institutional memory. Every year that goes by without a governed system adds risk to eligibility decisions, audit readiness, and continuity when staff transition.
A well-designed enrollment system becomes a multi-generational asset. It should evolve with tribal policy, safeguard sensitive member information, and remain durable long after the vendor engagement ends.
What it does
Capabilities in the box.
Application intake
Structured intake for new applications with document capture, applicant communications, and a clean handoff into review.
Enrollment review and decisioning
Configurable review workflows that reflect tribal policy, with routing, checklists, and decision recording backed by a full audit trail.
Committee workflows and voting
Presentation tools, motion tracking, and voting documentation for enrollment committee and council meetings.
Member records and lifecycle
One governed record for each citizen across enrollment, status changes, relinquishments, and lineage relationships.
Reporting and audit trails
Reporting for leadership, audit, and program eligibility, with the full history of who changed what and when.
Secure document management
Encrypted storage for birth records, lineage documents, and supporting evidence, with permissions tied to role and case.
How it works
The shape of an engagement.
- 01
Discovery of tribal policy
Work with enrollment staff, committee, and legal to codify eligibility rules, decision rights, and reporting needs before writing configuration.
- 02
Configure on the Salesforce foundation
Model members, applications, committees, and decisions on the Salesforce Platform, using platform security, sharing, and audit as the base.
- 03
Migrate and validate historical records
Extract legacy data, resolve duplicates and lineage links, and validate with enrollment staff before cutover.
- 04
Enable staff and committee
Train enrollment staff and committee members, hand over documentation, and stand up the tribe's internal admin capacity so the system does not depend on us to keep running.
What to consider
- 01
Data sovereignty and hosting - where the data lives and who can reach it.
- 02
Integration with existing tribal ERP, finance, and health systems.
- 03
Phased rollout by function, starting with the workflow under the most strain.
- 04
Staff enablement and internal admin capacity for long-term ownership.
- 05
Governance for future policy changes without vendor dependency.
Begin