Data Platform Consulting — Jersey & UK Financial Services

Your data exists.
It should actually work.

Yitron Solutions delivers senior data platform expertise to Jersey's financial services firms. NavOne/Quantios. Business Central. WhereScape RED. SQL Server. Twenty years of hands-on work — not a slide deck.

Book a Discovery Call See What We Do
50× ETL performance improvements delivered
6,000+ Tables consolidated across 20 databases
20yr NAV / Business Central & SQL Server expertise
600+ Firms using modules designed here
Who This Is For

Jersey & UK financial services
firms with data problems.

Most data consultants cover either the ERP or the data platform. Fewer know NavOne/Quantios or Business Central from first principles. Almost none combine all three at production depth — the application, the data layer, and the regulatory reporting pipeline.

If your firm runs NavOne/Quantios or Business Central and your reporting, regulatory submissions, or data infrastructure is not keeping pace, that is a solvable problem.

Yitron works directly with firms in Jersey and across the UK, not as a subcontractor to an implementation partner. Independent advice. No conflict of interest.

Fit
Trust & fund administration firms on NavOne/Quantios or Business Central

Integration work, reporting automation, or independent technical oversight on NavOne/Quantios and Business Central implementations. Built by someone who knows both platforms' data models from first principles.

Fit
Firms facing FATCA, CRS, or CARF deadlines

Regulatory returns assembled by hand every year carry avoidable risk. Automation with validated, audit-ready output is achievable in most NavOne/Quantios and Business Central environments.

Fit
Operations with slow or unreliable reporting

Month-end that consumes days. Pipelines nobody fully understands. Numbers that disagree across systems. These are engineering problems with engineering solutions — in Jersey and across the UK.

Fit
IT teams mid-implementation who need a second opinion

Architecture review, performance claims verification, or independent delivery assessment before go-live. A short review costs far less than a failed delivery.

The Problem

Operational data that
doesn’t reach decision-makers.

Financial services firms in Jersey sit on rich operational data in NavOne, Business Central, and SQL Server. That data rarely reaches decision-makers in a form they can trust or act on quickly.

The gap is not missing data. It is missing architecture. Reporting built on fragile spreadsheets. ETL jobs nobody fully understands. Reconciliations that consume entire days before month-end. These are engineering problems.

Regulatory obligations add a layer where data accuracy is not optional. FATCA, CRS, and CARF submissions assembled from manual effort create compliance risk with every reporting cycle.

01
Reporting you can’t fully trust

Numbers diverge between systems. Reconciliation consumes hours. Nobody is sure which figure is authoritative at month-end.

02
ETL jobs that run — until they don’t

Pipelines without error handling, monitoring, or documentation. A configuration defect runs undetected for months because batch jobs report success.

03
Performance problems nobody can explain

Warehouse jobs taking hours longer than they should. Query timeouts in production only. Root causes buried in configuration, not visible in the code.

04
Regulatory returns assembled by hand, every year

FATCA and CRS submissions built from spreadsheets. Auditable only in theory. Manual effort that scales badly as reporting jurisdictions multiply.

05
Systems that don’t connect properly

NavOne, Business Central, and third-party platforms holding separate versions of the same data. No reliable consolidated view for management or compliance.

06
No independent technical voice

Implementation partners optimise for their own delivery. You need senior technical oversight on your side when evaluating architecture decisions or vendor claims.

The Approach

Diagnosis first.
Architecture second.
Automation third.

Most data problems look like tool problems. They rarely are. They are structural — the wrong model, an undiagnosed configuration defect, or a pipeline built for convenience rather than reliability.

The approach starts by understanding what the data is actually doing — not what the documentation claims. Architecture is designed around that reality. Automation is applied last, once the foundation is correct.

Every engagement produces written findings, documented runbooks, and handover material. The work must be maintainable without the original author.

01

Discovery & Audit

Assess the current data estate: pipelines, models, performance, regulatory exposure. Quantify what is broken and why. Delivered as a prioritised written report.

02

Architecture Design

Design a data model and pipeline structure that fits the actual operational context — scale, team capability, tooling in use, and compliance requirements.

03

Implementation

Build with WhereScape RED, SQL Server, and Business Central at production standards — error handling, monitoring, and documentation from the start, not added later.

04

Automation & Handover

Automate reporting pipelines, regulatory submissions, and quality checks. Hand over with full runbooks and optional ongoing support retainer.

Services

What Yitron delivers

01 / Performance

SQL Server & Data Warehouse Performance

“Our warehouse jobs take hours. We don’t know why.”

Deep diagnostic work on SQL Server estates, WhereScape RED pipelines, and storage configuration. Root cause analysis at I/O, configuration, and code level — including problems masked by successful job completion that the rest of the team had missed entirely.

Typical Outcome Configuration defects identified and resolved. ETL runtimes reduced by 50× or more. Structural fixes that hold beyond the original engagement.
02 / Architecture

Data Platform Architecture & Consolidation

“We have 20 databases. Nobody knows what’s in them.”

Design and build of consolidation layers across complex multi-database estates. Scalable data models that support group-level reporting without fragmenting as the business grows or restructures. Delivered with documentation, not tribal knowledge.

Typical Outcome Unified reporting layer across thousands of tables. Consistent, reconciled data for management and statutory reporting without manual assembly.
03 / Regulatory

FATCA / CRS / CARF Automation

“We assemble our regulatory returns by hand. Every year.”

End-to-end automation of regulatory reporting pipelines: source data preparation from NavOne or Business Central, validation, extraction, and submission-ready output. Designed to be auditable, repeatable, and operable without specialist involvement each cycle.

Typical Outcome Multi-jurisdiction CRS/FATCA submissions automated with validated output and full audit trail. Manual assembly eliminated.
04 / Integration

NavOne / Quantios & Business Central Integration

“Our systems don’t talk to each other properly.”

Data integrations between NavOne, Business Central, and third-party platforms. REST API endpoints, scheduled pipelines, and reconciliation feeds — built by someone who knows the NavOne data model from direct implementation work, not documentation.

Typical Outcome Reliable, scheduled data flows. Direct reporting access from Excel and Power BI against curated, reconciled datasets.
05 / ETL

WhereScape RED Implementation & Rescue

“We have WhereScape. It isn’t doing what it should.”

WhereScape RED at production grade: defensive ETL patterns, comprehensive error handling, automated job reporting, selective data cloning, and custom Pebble templates that eliminate manual code adjustments and standardise pipeline logic across the warehouse.

Typical Outcome Auditable, monitored pipelines operable by the team long after the original build. Development discipline enforced at the tooling level.
06 / Advisory

Independent Technical Advisory

“We’re mid-implementation and something feels wrong.”

Senior technical oversight for Business Central, NavOne, and data platform projects. Architecture review. Cloud migration validation. Performance claims verification. Code quality assessment — providing an independent view your implementation partner cannot offer.

Typical Outcome Hidden problems identified before they become expensive. Informed decisions on architecture and vendor commitments, on your side of the table.
Data Warehousing

A warehouse that
you can actually trust
and operate.

A data warehouse is only as useful as the discipline behind it. Most implementations deliver the first version and stop there. The pipelines accumulate technical debt. Nobody fully understands them. Changes break things unpredictably.

Yitron builds warehouses with WhereScape RED at production grade: automated code generation, standardised pipeline patterns, built-in monitoring, and documentation that reflects what the warehouse actually does — not what it was supposed to do at launch.

The result is a warehouse your team can operate, modify, and extend without the original author in the room. That is what production-grade means.

Speed

Automated code generation

WhereScape RED generates platform-native SQL from metadata, cutting manual coding dramatically and eliminating whole classes of implementation errors.

Standards

Consistent pipeline patterns

Custom Pebble templates enforce uniform ETL logic across every pipeline. Standards survive staff turnover because they are built into the tooling, not carried in someone's head.

Visibility

Monitoring & auditable lineage

Automated job reporting, row-count validation, exception logging, and full data lineage. You know what ran, what loaded, and what failed — before it affects reporting.

Resilience

Defensive ETL patterns

Error handling baked into every pipeline stage. Selective data cloning avoids full-table copies. Recoverability is designed in, not retrofitted after the first incident.

Warehouse Delivery Lifecycle

01

Source Profiling & Requirements

Profile source systems — NavOne/Quantios, Business Central, SQL Server — to understand data quality, relationships, and conflicts before modelling begins. Align business reporting requirements to what the data can actually support.

02

Data Model Design

Design the physical warehouse schema: fact tables, dimension tables, staging layers, and consolidation structures. Validated against source data before a line of pipeline code is written.

03

Pipeline Build with WhereScape RED

Generate ETL/ELT pipelines using WhereScape RED with custom Pebble templates for consistent logic, automated scheduling, error handling, and job monitoring baked in from the start.

04

Validation & Quality Controls

Configurable data quality checks that detect and prevent pipeline errors before they reach reporting: row counts, reconciliation thresholds, exception logs, and automated alerting on anomalies.

05

Deployment, Documentation & Handover

CI/CD pipeline integration, version control, automated documentation, and written runbooks. The warehouse is handed over in a state the team can operate and extend — without the original author.

Why Yitron

The combination
most consultants
don’t have.

Deep knowledge of the NavOne/Quantios data model. WhereScape RED expertise beyond the standard guides. SQL Server performance diagnostics reaching configuration and I/O level. Business Central AL development since the C/AL era. In Jersey's financial services sector, all at once — that is a rare combination.

Expertise

NavOne / Quantios Core

Core modules built from scratch. Knows the data model, the edge cases, and the failure modes. Not learned from documentation or a training course.

Tooling

WhereScape RED

Production-grade ETL: Pebble templates, defensive patterns, selective cloning, automated job reporting, and custom utilities well beyond standard use.

Diagnostics

SQL Server Performance

Root-cause analysis at configuration, I/O, and code level. Identifies problems others miss — including defects masked by successful job completion status.

Regulatory

FATCA / CRS Delivery

Automated regulatory submissions across multiple jurisdictions with audit-ready output and validated extraction. Delivered to production, not prototyped.

Selected Achievements
50×
ETL runtime improvement — resolved a production configuration defect causing 30-second disk latency spikes that the rest of the team had missed, because batch jobs were completing successfully
100×
Query performance improvement — fact table redesign prototype demonstrating benchmark gains an order of magnitude beyond the existing warehouse structure
6k+
Tables consolidated — consolidation layer built across 20 databases to power group-level financial reporting for a multi-jurisdiction firm
ERP upgrade time reduced — upgrade toolkit optimised from 47 hours to under 7 hours on a 120GB production database through structural code rewriting
20×
KYC processing speed — phonetic matching and SQL CLR extensions cut compliance screening time across the NavOne platform for trust administration clients
600+
Firms using modules designed here — NavOne / Quantios Core modules co-developed at Touchstone CI remain in production use globally
Engagement

How an engagement works

Engagements are structured to deliver value quickly and avoid open-ended scope. Most begin with a fixed-scope audit before any longer commitment is made by either side. No retainer required to start.

Discovery Call

30 minutes. No charge. Understand the current situation, primary pain points, and whether the engagement makes sense for both sides.

Data Platform Audit

Fixed-scope technical assessment: performance, architecture, pipeline health, regulatory data risk. Delivered as a written report with prioritised findings and recommended next steps.

Scoped Engagement

Specific work defined based on audit findings. Fixed-price where scope permits. Clear deliverables, clear timeline. No ambiguity about what is being built and when it is done.

Handover & Support

Documented runbooks, handover sessions, and optional retainer for ongoing oversight or managed data operations. Work that the team can operate without the original author.

Get in Touch

Start with a
conversation.

If your data platform, reporting, or regulatory submissions are not performing the way they should — or you are not certain whether they are — a 30-minute call is usually enough to find out.

Book a Discovery Call

[email protected]   |   +44 7829 800454   |   LinkedIn   |   Jersey, Channel Islands