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Consulting and Professional Services

Our staff consists of professionals with expertise in bank operations consulting, software development, systems integration and project management. Backed by extensive industry knowledge and more than 20 years history of exceptional results, we provide a level of service and technical support that is unmatched in our industry.

Our services include:

  • Loan Automation Consulting for Commercial Lending Areas.
  • Turnkey Implementations for Integrated Loan Tracking with Document Imaging, COLD and other ECM Applications.
  • Document Management Best Practices.
  • Needs Assessment / Requirements Analysis.
  • System Design, Staging and Testing.
  • Project Management.
  • Workflow Consulting, Analysis and Design.
  • Application Enabling and Integration.
  • Annual Software Support Services.
  • System Administrator and End-user Training.
  • Conversion of Legacy COLD and Imaging Systems.




PROFORMANCE, through OnBase and our additional application modules INFO-ACCESS and INFO-CAPTURE, provides integrated document imaging collateral tracking and management, commercial loan automation, tickler tracking systems, electronic collateral management and loan exception tracking solutions for the financial services industry.