Tribal enterprise technology services

Wipfli’s Sage Intacct team has been helping tribal organizations modernize, streamline and automate financial processes since 2012. With over 140 tribal gaming clients across more than 25 states, Wipfli’s leading implementers deliver deep experience and commitment to the tribal industry. 

Wipfli’s Sage Intacct implementation services give you access to: 

• Industry best practices:  Our implementation support incorporates our experience in helping tribes overcome their technology and accounting challenges. 
• Comprehensive support:  Whether you’re new to Sage, need to modernize and update processes or want to explore cloud accounting for tribal organizations, Wipfli can help. 
• A smoother transition process: Wipfli’s testing and training programs are tailored to your organizational needs and based on proven methodology. 
• Staff continuity:  Whenever possible, we provide you with the same team well after go-live so that you’re working with professionals who understand your organization throughout your continued use of the product. 

Enhance your financial planning and analysis further along the maturity curve with Martus Solutions. 

Martus Solutions budgeting software gives you access to user-friendly, flexible features, including easy-to-create budget worksheets, streamlined approval processes, change requests, robust personnel budgets and the ability to budget based on other budgeted line items. 

Wipfli’s implementation team can help you adopt or optimize Martus Solutions in a way that’s tailored to your specific needs. Our team combines deep tribal experience with our knowledge of financial tools to help enhance your processes with industry best practices. We can also continue to guide your organization after implementation with tailored training, Sage Intacct optimizations and dedicated support as your budget cycles come and go.

The Citizen Portal gives your members a consistent online experience to access any tribal service, while your teams keep the program-specific workflows they rely on behind the scenes.  

As a Salesforce partner, Wipfli leverages both industry and tribal technology experience to help you tailor implementation to your organization and maximize impact. With Wipfli and Salesforce, you can:  

Transform the member experience  

Give your members access to every tribal service on any device. 

Salesforce Citizen Portal provides a single, convenient entry point for a range of member needs, including:  

• Intake: Members can apply online, or staff can create a profile on their behalf.  
• Eligibility: Guided questions confirm citizenship, eligibility and consents. 
• Delivery: Grants and services are issued and payments distributed.  
• Support: Members can ask questions, make changes or provide household updates.  

The Citizen Portal can also be accessed on mobile devices, allowing members to manage applications, check their award distributions and update information from anywhere, at any time.  

Streamline processes for internal teams 

Citizen Portal eliminates the need for staff to rekey data by hand, allowing for streamlined case management from intake to delivery to customer service. It unifies data from every source so your team can provide personalized support and more effectively navigate:  

• Enrollment 
• Grant management  
• Program management 
• Licensing and permitting 
• Payment distribution 
• Case management 

Salesforce also maintains a focus on data retention and security, using U.S. data centers and high-level infrastructure to help you protect sensitive member data.  

Connect siloed patron data into a unified, 360-degree view that gives you the true lifetime value of every guest, not just their last gaming session, and empowers your marketing team.  

As a Salesforce partner, Wipfli leverages both tribal industry and technology experience to help you tailor implementation to your casino and maximize returns. With Wipfli and Salesforce, you can:  

Transform the guest experience  

Marketing Cloud turns insight into action, replacing generic mass marketing with targeted engagement that builds loyalty and turns visitors into regulars:   

• Personalized service: Create hyper-personalized player journeys across email, SMS and mobile.  
• Predictive personalization: Salesforce uses Einstein AI to predict the offers that resonate with each player.  
• Real-time offers: Provide offers triggered by guest behavior and location. 

Streamline marketing  

Marketing Cloud for casinos creates guest profiles unified from every system, giving you real-time visibility into gaming behavior, visit history, spend and preferences. It empowers your marketing team with:   

• Automation: Win-back, loyalty-tier nudges and follow-ups are sent automatically, 24/7.  
• Smarter reinvestment: Accurate, trusted data helps you focus marketing spend and free-play flow on the guests most likely to respond.  
• Enterprise integration: Connect gaming, finance and marketing without manual work. 
• Industry-specific solutions: Marketing Cloud is tailored specifically for tribal government gaming and resort operations, so staff aren’t fighting generic systems and workflows.  

Marketing Cloud also helps protect your data sovereignty with secure architecture that respects your governance standards. 

Wipfli provides a range of services to help you strengthen your IT infrastructure and keep your organization secure: 

• Tribal IT cybersecurity solutions: Wipfli can help you identify and remediate weaknesses in your organization before cybercriminals attack. Whether you’re securing government or hospitality and gaming operations, we can help you protect your tribe’s assets and maximize resistance to attack. 
• Managed services: Wipfli can provide a crucial backstop for your IT team with managed endpoint detection and response, Microsoft 365 security monitoring and SIEM solutions — all designed to give you early warning of malicious activity on your network. 
• Technology support and upskilling: Wipfli’s team of technology professionals can supplement your IT staffing needs while we help build technology skills within your employee base. 
• Technology infrastructure projects: Whether you need to move to the cloud while maintaining data sovereignty or build a more secure network, Wipfli has the engineering experience to assist your IT team with critical infrastructure transformation projects. 
• AI strategy and adoption: Wipfli can help your tribe build a strong foundation for AI with data management and governance, strategy development, workforce training and education and practical use case development that aligns tribal AI investments with organizational goals. 

Tribes can maintain data sovereignty with careful planning and a focus on governance and security. To protect your sovereignty, consider:  

• Establishing clear data policies and ownership: Define who has access to sensitive data, how it can be used and where it will be stored.  
• Strengthening data governance policies: Define how data is classified, managed and shared, both within your organization and with third-party vendors. 
• Carefully evaluate vendors, cloud platforms and AI tools: Providers that store or use your data should support data residency requirements and full data repatriation. For AI, ensure that your vendor contract prevents your data from being used for external model training.  

Wipfli supports tribes with a wide range of enterprise solutions, including:  

• ERP solutions for tribes: Working with Sage Intacct, we offer accelerated ERP implementation services that are designed specifically for tribal gaming and government operations.  
• CRM for tribes: As a Salesforce partner, we offer support for Citizen Portal and Marketing Cloud to help you better serve members and customers.  
• Tribal budgeting solutions: We can help you adopt or optimize Martus solutions for better financial planning and analysis. 

Wipfli also offers additional cybersecurity and IT support, including:  

• Cybersecurity services  
• Managed services  
• Technology infrastructure projects  
• AI adoption