A fast-growing organization constrained by fragmented legacy systems (including dozens of Sage ERP instances, an incomplete AX 2012 setup, and disconnected apps and spreadsheets) struggled with manual workflows, slow financial consolidation taking 3–4 weeks, weak customer and performance visibility, and inefficient scheduling and vendor reconciliation. Synoptek applied a three-phase Envision-Transform-Evolve modernization using Microsoft Business Applications, upgrading AX 2012 to Dynamics 365 Finance and Operations, deploying Dynamics 365 Sales and Marketing with portals, and integrating data and reporting through Azure, Power Platform, and Power BI. Outcomes included 60–75% lower operational costs, 20–30% lower inventory holding, month-end close reduced from 30 to 5 days, 30% better sale

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