BitByte

IT Consulting focused on data development and business intelligence in the Wealth Management space to help practices become efficient, focused and informed. Business Analysis & Solution Design - Creating user stories, process mapping, functional and non-functional requirements to keep you on target - Creating solutions aligned to your business needs and architecture Data Development - Data warehousing and ETL to capture data from your business systems - Migrations including CRM (XPLAN to Salesforce), and document (XPLAN to any solution) - iPaaS development in Workato and Power Automate to connect your systems System Development - Developing Salesforce solutions to automate your practice - Providing accessible Salesforce support Business Intelligence - Using Power BI to visualise your data, solve business problems and seize opportunities