This case study describes how a public medical device company that leads in Transcranial Magnetic Stimulation (TMS) lacked operational visibility and consistent data, relying on spreadsheets for sales pipelines and ad hoc reporting that bypassed dev/QA cycles, with limited clinical analytics and weak controls to prevent PII exposure in reporting copies (page 1). Synoptek implemented Microsoft Dynamics 365 CE to centralize customer interactions, resolve lead and campaign data disconnects, integrate NetSuite bi-directionally, add scorecarding, automate account progress ratings, secure sensitive fields, and streamline PHQ-10 survey distribution using unique links and QR codes (page 2). It also built an Azure-based data warehouse and Power BI reporting framework with scheduled extraction, ETL-

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