Case Study: The Heico Companies achieves streamlined operations and data‑led decision-making with Microsoft Power BI

The Heico Companies streamlines operations and makes data-led decisions using Dynamics 365

The Heico Companies, a US‑based holding group with more than 70 operating companies, faced fragmented financial and operational systems—many legacy, heavily customized ERPs—that made group‑level visibility and decision‑making difficult. To centralize and standardize finance and operations across its diverse portfolio, The Heico Companies adopted Microsoft Power BI alongside Microsoft Dynamics 365 Finance and Supply Chain Management and other Microsoft services to drive a five‑year transformation.

With support from DXC Technology and Microsoft FastTrack, The Heico Companies implemented Dynamics 365 and used Microsoft Power BI, Power Apps, Teams, and SharePoint to standardize processes, build a centralized 12‑person PMO, and deploy solutions at two manufacturing companies and two holding entities on schedule and under budget. The Microsoft Power BI‑enabled analytics plus Dynamics 365 reporting now deliver faster visibility into profitability, cash flow, and customer/product performance, reduced technology debt, quicker onboarding of acquisitions, and a scalable, repeatable deployment toolkit for accelerating future go‑lives.

The Heico Companies

Saugaat Narula

Vice President of the Program Management Office