Case Studies

Explore our case studies to see how we’ve helped organizations transform their operations with Salesforce. From seamless implementations to customized solutions, discover the impact we’ve made in driving success for our customers.

	United States Military Academy at West Point Summer Leaders Experience Moving to a near-paperless recruiting and attendee management system. The United States Military Academy at West Point (USMA) is a well-known institution. HigherEchelon’s objective was to enhance and automate multiple processes related to the Academy’s Summer Leader Experience (SLE) program administration by implementing Salesforce Service Cloud, Government Cloud, Communities, and Marketing Cloud.
	Military Service Academy Nominations Portal Revolutionizing Congressional Nominations through a single, modern Salesforce portal. Students wishing to attend the United States Military, Naval, or Air Force Academy must go through a rigorous application process and be nominated by Congressional means. The National Defense Authorization Act for Fiscal Year 21 requires a single user interface to enable Congressional members to nominate candidates for all three academies. HigherEchelon built a portal and integrated with the three service academies existing architecture to enable a seamless process for Congressional members.
	Washington Center for Equitable Growth Sales Cloud Implementation Business process automation and enhancements for a non-profit organization. The Washington Center for Equitable Growth (WCEG) is a non-profit research and grant-making organization dedicated to advancing evidence-backed ideas and policies that promote strong, stable, and broad-based economic growth. WCEG engaged HigherEchelon to help with advanced process automation and enhancements to an existing Salesforce implementation.
	Department of Veterans Affairs National Veterans Sports Programs & Special Events Modernizing systems for grantees in support of the mission. The Department of Veterans Affairs Grants for Adaptive Sports Programs provide grant funding to organizations that offer adaptive sports to Veterans and Servicemembers. The VA engaged with HigherEchelon to build an application for the Director’s Office to manage grantee reporting, and a portal for grantees to submit key data.
	Policygenius Pro Sales Cloud Enhancements Innovation enables faster and easier partner acquisition, onboarding, and activation. Policygenius engaged HigherEchelon to enhance an existing Salesforce implementation to design and develop a fast and efficient partner acquisition and onboarding process, allowing partners to access Policygenius’s best-in-class life insurance sales and fulfillment solution more quickly.
	Yulista Salesforce and Marketing Cloud Implementation Standardized and centralized processes to support growth and compliance. Yulista Holding, LLC is an Alaska Native Corporation providing aerospace and defense solutions for foreign and domestic customers. HigherEchelon’s objective was to centralize sales/BD data and processes to provide leadership access to metrics across business units and better prepare for and meet contract deadlines and requirements. Follow-on upgrades included revenue forecasting, past performance tracking, and better integration of support elements (HR, Facilities, Pricing) into the Sales cycle.
	Federal Capital Partners Sales Cloud Implementation Implementing a complex set of business relationships to manage investments. Federal Capital Partners (FCP) is a privately held real estate investment company with over $6 billion in assets. FCP invests in commercial and residential assets making equity and mezzanine investments in income- producing properties. Our work for FCP allowed the capture, tracking, and reporting of property income and purchase and sale transactions.