Finding senior OnBase talent is hard. The platform is deep (WorkView, Workflow, Unity Forms, Document Composition, Unity and Workflow scripts) and experienced consultants are few. Many US teams end up with a growing backlog, or with offshore partners twelve time zones away who answer tomorrow what you asked today.
Nearshore consulting is the middle ground: senior OnBase expertise from Mexico, working your business hours, in English. Here is how it works in practice.
Why nearshore for OnBase
- Same working day. Mexico City runs on UTC-6 all year: the same as US Central Time in winter and one hour behind it in summer. We join your stand-ups and fix issues the same day.
- Senior expertise. Our consultants have 12+ years on OnBase and Hyland training in Installer, Workflow, WorkView and API.
- Bilingual. Meetings, tickets and documentation in English. Spanish when your users need it.
- Cost-effective. Senior-level work without the overhead of a full-time US hire.
What we work on
Our US work has focused on state and local government: disaster recovery programs with housing applications and case management in Alabama, California, Florida, Hawaii, Mississippi and North Carolina. In Latin America we have delivered accounts payable automation, supplier onboarding portals, student records and vehicle registration services platforms. Typical tasks:
- WorkView applications: classes, filters, actions and dashboards for case-driven processes.
- Workflow life cycles, queues, rules, timers and notifications.
- Unity Forms and Document Composition for intake forms and generated letters.
- Unity Scripts, Workflow Scripts and .NET services to connect OnBase with ERPs and web portals.
- Upgrades, environment moves and configuration clean-up.
How an engagement works
- Discovery call. 30 minutes to understand your OnBase environment and backlog.
- Proposal. Scope, engagement model and timeline.
- Onboarding. Contract, access to your environments (VPN or VDI) and your tools.
- Delivery. We work in your Jira or tracker, test in your QA environment and follow your change process to production. Weekly updates, invoicing in USD.
Engagement models: a dedicated consultant (monthly or hourly), fixed-scope projects, a monthly support retainer, or partner overflow for consulting firms that need senior hands.
What to look for in a nearshore OnBase partner
- Hands-on experience with the modules you use, not just general ECM knowledge.
- Comfort working inside your security model: VDI, MFA, least-privilege access.
- A disciplined change process: QA first, documented deployments, no surprises in production.
- Clear communication in English, written and spoken.
FAQ
Are you a Hyland reseller?
No. We provide professional services for OnBase. OnBase is a registered trademark of Hyland Software.
Can you work as a subcontractor for our firm?
Yes. Partner overflow is one of our engagement models.
Ready to talk about your backlog? Book a call.
