01 TECHNOLOGY & SECURITY

Enterprise-Grade Technology & Security

Your operation runs on secure cloud infrastructure, controlled access, business-grade communications, and technology designed to protect sensitive operational data.

NearshoreBase builds the technology environment around the requirements of each operation, using established enterprise platforms where appropriate.

  1. 01

    Cloud Infrastructure & Zero-Trust Access

    Secure environments designed around the operation.

    Dedicated teams can operate through controlled cloud environments such as AWS WorkSpaces or Microsoft Azure virtual desktops, depending on the requirements of the client operation.

    Access and data environments are designed to be controlled and restricted according to client operational and security requirements.

    Operational Capabilities
    • Virtual desktop infrastructure (VDI)
    • Isolated cloud work environments
    • Controlled access to business applications
    • Restricted local data storage where appropriate
    • MFA-protected access
    • Device and endpoint controls
    • Identity-based access policies
    • Secure remote connectivity
    Depending on the operation and security requirements:
    • AWS WorkSpaces
    • Microsoft Azure
    • Cloudflare Zero Trust
  2. 02

    Identity & Access Management

    The right people get the right level of access.

    Access to business systems can be controlled through identity-based permissions, multi-factor authentication, single sign-on, role-based access controls, and managed devices.

    Operational Capabilities
    • Multi-Factor Authentication (MFA)
    • Single Sign-On (SSO)
    • Role-Based Access Control (RBAC)
    • User provisioning and deprovisioning
    • Device management
    • Security policies
    • Controlled employee offboarding
    Enterprise platforms that can be used as part of the environment:
    • Microsoft Entra ID / Azure AD
    • Okta
    • Microsoft Intune
  3. 03

    Secure Communications & Business Systems

    Your dedicated team works inside the tools your operation already depends on.

    NearshoreBase can integrate dedicated teams with enterprise communication, CRM, ticketing, and customer operations platforms according to the client’s existing technology environment.

    Operational Capabilities
    • Cloud communications
    • CRM integration
    • Ticketing systems
    • Customer support platforms
    • Controlled user access
    • Operational reporting
    • Workflow integrations
    Examples of platforms that can be incorporated depending on the operation:
    • Dialpad
    • Five9
    • Zendesk
    • Salesforce
  4. 04

    Secure AI & Automation

    Use automation to increase operational capacity without losing control.

    Where appropriate, NearshoreBase can incorporate AI-assisted workflows, APIs, RPA, and automation into the operation to reduce repetitive work, improve consistency, and increase team capacity.

    AI integrations can be configured around the client’s data-handling, access, and retention requirements. Sensitive information is handled according to the systems, access controls, and data-handling requirements defined for the specific operation.

    Operational Capabilities
    • AI-assisted workflows
    • API integrations
    • RPA and workflow automation
    • Data processing automation
    • Operational dashboards
    Automation tooling deployed to match client guidelines:
    • OpenAI API / Enterprise AI environments
    • Make
    • API integrations
    • RPA and workflow automation
  5. 05

    Security Governance

    Security is part of the operating model, not an afterthought.

    Technology controls are supported by operational policies covering user access, onboarding, offboarding, device management, system permissions, and ongoing oversight. Security requirements can be incorporated into the team’s SOPs and operating procedures from the beginning of the engagement.

    Operational Capabilities
    • Access policies
    • User onboarding
    • User offboarding
    • Permission management
    • Device controls
    • Security procedures
    • Operational SOPs
    • Ongoing oversight
    Operational controls embedded directly into daily team management:
    • Structured SOP documentation
    • Access audit logs
    • Supervisory governance
TECHNOLOGY ECOSYSTEM

Enterprise platforms. Configured around your operation.

Examples of enterprise platforms that may be incorporated into NearshoreBase operating environments depending on client requirements.

  • AWS
  • Microsoft Azure
  • Cloudflare
  • Okta
  • Microsoft Intune
  • Dialpad
  • Five9
  • Zendesk
  • Salesforce
  • Make
06 PROGRAM DEVELOPMENT

Security & Compliance Roadmap

Building toward recognized security standards as NearshoreBase scales.

NearshoreBase is developing its security and compliance program around the requirements of enterprise and regulated operations. Our roadmap includes preparation for recognized independent assessments and certifications as the company scales.

01 Security Program in Development

SOC 2 TYPE II

NearshoreBase is developing the policies, controls, processes, and evidence required to prepare for a future independent SOC 2 Type II examination.

02 Certification Roadmap

ISO/IEC 27001:2022

Our information security management practices are being developed toward future ISO/IEC 27001:2022 certification.

03 Requirements-Based

INDUSTRY-SPECIFIC REQUIREMENTS

Additional requirements such as HIPAA, PCI DSS, and other applicable standards can be incorporated according to the data, systems, and regulatory requirements of each operation.

NEXT STEP

Discuss your operation's technology and security specifications.

Build your dedicated Tijuana, MX operations team with NearshoreBase. We evaluate your data environment, tooling integrations, and compliance requirements during discovery.