Portfolio
Projects
Every savings initiative from idea to tracked actuals. Filters, search and views are live in this preview.
All 82D Concept 13C Advanced 11B Approved 9A Planning complete 8I Implemented 34R Rejected 7
LeverSourcingEngineeringManufacturingLogisticsSG&AQualitySite Mexicali P1 Mexicali P2 Tijuana DC Brea HQ Querétaro Pending approval
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82 projects
12-month net
$12.3M
Risk-adjusted
$9.3M
Actual to date
$3.7M
| Project | Stage | Type | Site | Owner | Impl. date | Health | Confidence | 12-mo net | Actual to date | |
|---|---|---|---|---|---|---|---|---|---|---|
| Orthodontic wire annual price agreement 2027PT-0110 · Orthodontics · Alloy Works Inc (demo) | CAdvanced | PPV | Brea HQ | GK Grace Kim | Jan 2027 | On track | 50 | $624,000 | — | → B |
| Aligner thermoforming scrap reductionPT-0102 · Orthodontics | IImplemented | Cost center | Mexicali P2 | JB Jordan Blake | Jan 2026 | On track | 100 | $458,326 | $337,953 | |
| Bracket resin re-source to dual supplierPT-0101 · Orthodontics · Solvay Polymers (demo) | IImplemented | PPV | Mexicali P1 | PN Priya Nair | Nov 2025 | On track | 100 | $449,546 | $390,283 | |
| Implant packaging redesign — 30% less PETGPT-0105 · Implants · PackTech Mexico (demo) | APlanning complete | Design change | Querétaro | HS Hugo Salinas | Nov 2026 | On track | 90 | $361,883 | — | → I |
| Renegotiate janitorial contractPT-0164 · Corporate | IImplemented | Cost center | Querétaro | IM Iván Morales | Aug 2025 | On track | 100 | $336,817 | $336,817 | |
| Apex Precision annual price negotiation 2027PT-0220 · Imaging · Apex Precision (demo) | CAdvanced | PPV | Tijuana DC | JB Jordan Blake | Mar 2027 | On track | 50 | $334,831 | — | → B |
| Resource healing abutment to Zenith Steri-PackPT-0132 · Corporate · Zenith Steri-Pack (demo) | IImplemented | PPV | Querétaro | JB Jordan Blake | Mar 2026 | At risk | 100 | $334,286 | $160,459 | |
| Resource LED curing light to Orion ElectronicsPT-0212 · Imaging · Orion Electronics (demo) | CAdvanced | PPV | Mexicali P1 | JB Jordan Blake | Apr 2027 | On track | 50 | $326,484 | — | → B |
| Design-to-value: impression trayPT-0218 · Imaging · Orion Electronics (demo) | CAdvanced | Design change | Mexicali P2 | OM Owen Mitchell | Jan 2027 | On track | 50 | $318,660 | — | → B |
| Volume rebate 2026 — Zenith Steri-PackPT-0152 · Corporate · Zenith Steri-Pack (demo) | IImplemented | PPV | Querétaro | PN Priya Nair | Jul 2026 | On track | 100 | $303,519 | $53,406 | |
| Complaint-driven returns reduction: ceramic bracketPT-0168 · Orthodontics | IImplemented | Sales | Mexicali P1 | NI Natalia Ibarra | May 2026 | At risk | 100 | $294,726 | $91,698 | |
| Consolidated LTL lanes Mexicali → Memphis DCPT-0103 · Consumables · Northline Freight (demo) | IImplemented | Logistics | Tijuana DC | KT Kevin Tran | Mar 2026 | At risk | 100 | $293,337 | $138,422 | |
| Common aligner case across product familyPT-0201 · Orthodontics · Orion Electronics (demo) | BApproved | Design change | Brea HQ | GK Grace Kim | Dec 2026 | On track | 75 | $289,159 | — | → A |
| Resource archwire to Pinnacle PackagingPT-0122 · Corporate · Pinnacle Packaging (demo) | IImplemented | PPV | Querétaro | FO Fernanda Ochoa | Jun 2026 | At risk | 100 | $284,198 | $63,029 | |
| Common buccal tube across product familyPT-0183 · Consumables · Zenith Steri-Pack (demo) | APlanning complete | Design change | Querétaro | FO Fernanda Ochoa | Nov 2026 | On track | 90 | $278,547 | — | → I |
| Design-to-value: LED curing lightPT-0160 · Imaging · Zenith Steri-Pack (demo) | IImplemented | Design change | Tijuana DC | RP Ricardo Peña | Aug 2026 | Delayed | 100 | $276,020 | $23,648 | |
| Common archwire across product familyPT-0199 · Implants · Apex Precision (demo) | BApproved | Design change | Mexicali P1 | IM Iván Morales | Dec 2026 | On track | 75 | $275,605 | — | |
| Volume rebate 2027 — Meridian AlloysPT-0230 · Implants · Meridian Alloys (demo) | DConcept | PPV | Mexicali P2 | KT Kevin Tran | Jul 2027 | On track | 25 | $273,960 | — | |
| Renegotiate uniform rental contractPT-0169 · Consumables | IImplemented | Cost center | Mexicali P2 | AS Ana Sofía Lara | Aug 2026 | Delayed | 100 | $272,070 | $24,196 | |
| Automated vision inspection — bracket line 4PT-0113 · Orthodontics · Vision Systems MX (demo) | BApproved | Cost center | Mexicali P1 | AS Ana Sofía Lara | Dec 2026 | At risk | 75 | $266,788 | — | → A |
| SMED changeover reduction — Mexicali P2PT-0210 · Corporate | CAdvanced | Cost center | Mexicali P2 | JB Jordan Blake | Mar 2027 | On track | 50 | $265,800 | — | |
| Overtime reduction in Querétaro final packPT-0142 · Corporate | IImplemented | Cost center | Querétaro | PN Priya Nair | Sep 2025 | On track | 100 | $248,231 | $248,231 | |
| Volume rebate 2027 — Zenith Steri-PackPT-0240 · Orthodontics · Zenith Steri-Pack (demo) | DConcept | PPV | Mexicali P2 | AS Ana Sofía Lara | Jan 2027 | On track | 25 | $245,748 | — | → C |
| SMED changeover reduction — QuerétaroPT-0124 · Implants | IImplemented | Cost center | Querétaro | FO Fernanda Ochoa | Apr 2026 | On track | 100 | $232,610 | $102,473 | |
| Common shipping carton across product familyPT-0226 · Imaging · Apex Precision (demo) | CAdvanced | Design change | Mexicali P1 | OM Owen Mitchell | Jun 2027 | On track | 50 | $231,660 | — | |
| Renegotiate temp labor contractPT-0203 · Orthodontics | CAdvanced | Cost center | Brea HQ | KT Kevin Tran | Dec 2026 | At risk | 50 | $225,696 | — | |
| Parcel carrier rate renegotiation 2027PT-0195 · Implants · Apex Precision (demo) | BApproved | Logistics | Mexicali P1 | PN Priya Nair | Feb 2027 | At risk | 75 | $222,629 | — | |
| Overtime reduction in Mexicali P1 final packPT-0227 · Consumables | DConcept | Cost center | Mexicali P1 | GK Grace Kim | Apr 2027 | On track | 25 | $222,240 | — | |
| LED lighting retrofit — Mexicali P1PT-0174 · Corporate | APlanning complete | Cost center | Mexicali P1 | RP Ricardo Peña | Dec 2026 | On track | 90 | $221,668 | — | |
| Zenith Steri-Pack annual price negotiation 2027PT-0232 · Corporate · Zenith Steri-Pack (demo) | DConcept | PPV | Mexicali P2 | GK Grace Kim | Mar 2027 | On track | 25 | $209,705 | — | |
| Resource buccal tube to Apex PrecisionPT-0127 · Consumables · Apex Precision (demo) | IImplemented | PPV | Tijuana DC | FO Fernanda Ochoa | Feb 2025 | On track | 100 | $188,243 | $188,243 | |
| LED lighting retrofit — Mexicali P2PT-0163 · Consumables | IImplemented | Cost center | Mexicali P2 | PN Priya Nair | May 2026 | On track | 100 | $135,495 | $48,002 | |
| Resource scanner tip to Orion ElectronicsPT-0236 · Consumables · Orion Electronics (demo) | DConcept | PPV | Querétaro | HS Hugo Salinas | May 2027 | On track | 25 | $133,800 | — | |
| Impression-material tubes: switch to recycled HDPEPT-0114 · Consumables · Greenpak Plastics (demo) | DConcept | PPV | Mexicali P2 | FO Fernanda Ochoa | Mar 2027 | On track | 25 | $132,000 | — | → C |
| Design-to-value: ceramic bracketPT-0193 · Consumables · Summit Molding (demo) | BApproved | Design change | Tijuana DC | NI Natalia Ibarra | Dec 2026 | On track | 75 | $131,043 | — | |
| LED lighting retrofit — Tijuana DCPT-0149 · Orthodontics | IImplemented | Cost center | Tijuana DC | OM Owen Mitchell | Apr 2025 | Delayed | 100 | $127,980 | $127,980 | |
| Returnable dunnage for aligner casePT-0165 · Imaging · Summit Molding (demo) | IImplemented | Logistics | Tijuana DC | PN Priya Nair | Jun 2025 | On track | 100 | $127,664 | $140,164 | |
| Complaint-driven returns reduction: impression trayPT-0179 · Imaging | APlanning complete | Sales | Brea HQ | OM Owen Mitchell | Sep 2026 | On track | 90 | $126,050 | — | |
| Complaint-driven returns reduction: aligner casePT-0117 · Corporate | IImplemented | Sales | Brea HQ | PN Priya Nair | Aug 2025 | On track | 100 | $117,595 | $117,595 | |
| Compressed-air leak program P1 + P2PT-0108 · Corporate | IImplemented | Cost center | Mexicali P1 | RP Ricardo Peña | Sep 2025 | On track | 100 | $111,567 | $118,900 | |
| Resource impression tray to Bluewater Medical PlasticsPT-0228 · Consumables · Bluewater Medical Plastics (demo) | DConcept | PPV | Mexicali P1 | PN Priya Nair | Jun 2027 | On track | 25 | $110,568 | — | → C |
| Design-to-value: implant driverPT-0155 · Consumables · Summit Molding (demo) | IImplemented | Design change | Brea HQ | AS Ana Sofía Lara | May 2025 | Delayed | 100 | $107,603 | $107,603 | |
| Complaint-driven returns reduction: LED curing lightPT-0139 · Orthodontics | IImplemented | Sales | Mexicali P1 | JB Jordan Blake | Apr 2025 | On track | 100 | $105,695 | $105,695 | |
| Volume rebate 2025 — Cedar ComponentsPT-0137 · Consumables · Cedar Components (demo) | IImplemented | PPV | Tijuana DC | AS Ana Sofía Lara | Aug 2025 | On track | 100 | $104,380 | $104,380 | |
| Volume rebate 2027 — Apex PrecisionPT-0177 · Corporate · Apex Precision (demo) | APlanning complete | PPV | Querétaro | OM Owen Mitchell | Feb 2027 | On track | 90 | $101,826 | — | |
| Renegotiate forklift leasing contractPT-0173 · Corporate | IImplemented | Cost center | Brea HQ | PN Priya Nair | Apr 2025 | At risk | 100 | $101,766 | $101,766 | |
| Complaint-driven returns reduction: implant driverPT-0233 · Orthodontics | DConcept | Sales | Mexicali P2 | NI Natalia Ibarra | Dec 2026 | On track | 25 | $101,604 | — | → C |
| LED lighting retrofit — QuerétaroPT-0171 · Consumables | IImplemented | Cost center | Querétaro | PN Priya Nair | Nov 2025 | On track | 100 | $101,308 | $84,775 | |
| Returnable dunnage for composite syringePT-0128 · Implants · Zenith Steri-Pack (demo) | IImplemented | Logistics | Tijuana DC | RP Ricardo Peña | Mar 2025 | Delayed | 100 | $87,940 | $111,274 | |
| Volume rebate 2026 — Summit MoldingPT-0190 · Implants · Summit Molding (demo) | BApproved | PPV | Brea HQ | GK Grace Kim | Dec 2026 | On track | 75 | $82,645 | — | |
| Resource ceramic bracket to Pinnacle PackagingPT-0246 · Implants · Pinnacle Packaging (demo) | DConcept | PPV | Mexicali P1 | NI Natalia Ibarra | Feb 2027 | On track | 25 | $76,317 | — | → C |
| Design-to-value: aligner casePT-0223 · Corporate · Cedar Components (demo) | CAdvanced | Design change | Brea HQ | FO Fernanda Ochoa | May 2027 | On track | 50 | $75,840 | — | |
| Common LED curing light across product familyPT-0188 · Implants · Pinnacle Packaging (demo) | BApproved | Design change | Tijuana DC | JB Jordan Blake | Apr 2027 | On track | 75 | $71,296 | — | → A |
| Resource healing abutment to Orion ElectronicsPT-0186 · Implants · Orion Electronics (demo) | APlanning complete | PPV | Mexicali P1 | KT Kevin Tran | Oct 2026 | Delayed | 90 | $71,244 | — | |
| Complaint-driven returns reduction: scanner tipPT-0215 · Consumables | CAdvanced | Sales | Querétaro | GK Grace Kim | May 2027 | At risk | 50 | $67,308 | — | |
| Complaint-driven returns reduction: sterile pouchPT-0205 · Corporate | CAdvanced | Sales | Querétaro | OM Owen Mitchell | Mar 2027 | On track | 50 | $64,764 | — | → B |
| Returnable dunnage for shipping cartonPT-0243 · Consumables · Zenith Steri-Pack (demo) | DConcept | Logistics | Brea HQ | FO Fernanda Ochoa | Feb 2027 | On track | 25 | $51,396 | — | → C |
| Bluewater Medical Plastics annual price negotiation 2026PT-0146 · Implants · Bluewater Medical Plastics (demo) | IImplemented | PPV | Tijuana DC | NI Natalia Ibarra | Jul 2026 | On track | 100 | $46,046 | $12,177 | |
| Design-to-value: healing abutmentPT-0156 · Imaging · Summit Molding (demo) | IImplemented | Design change | Mexicali P1 | GK Grace Kim | Aug 2025 | On track | 100 | $45,668 | $45,668 | |
| SMED changeover reduction — Mexicali P1PT-0158 · Implants | IImplemented | Cost center | Mexicali P1 | KT Kevin Tran | Dec 2025 | On track | 100 | $41,865 | $31,981 | |
| Volume rebate 2025 — Pinnacle PackagingPT-0135 · Orthodontics · Pinnacle Packaging (demo) | IImplemented | PPV | Tijuana DC | RP Ricardo Peña | Oct 2025 | On track | 100 | $41,790 | $38,452 | |
| Renegotiate waste hauling contractPT-0134 · Consumables | IImplemented | Cost center | Brea HQ | OM Owen Mitchell | Sep 2025 | On track | 100 | $35,228 | $60,228 | |
| Common ceramic bracket across product familyPT-0234 · Corporate · Summit Molding (demo) | DConcept | Design change | Mexicali P1 | FO Fernanda Ochoa | Aug 2027 | On track | 25 | $33,192 | — | |
| Orion Electronics annual price negotiation 2027PT-0249 · Corporate · Orion Electronics (demo) | DConcept | PPV | Mexicali P1 | HS Hugo Salinas | Feb 2027 | On track | 25 | $31,692 | — | → C |
| Complaint-driven returns reduction: composite syringePT-0130 · Consumables | IImplemented | Sales | Tijuana DC | JB Jordan Blake | Aug 2025 | On track | 100 | $28,033 | $31,367 | |
| Common scanner tip across product familyPT-0238 · Corporate · Cedar Components (demo) | DConcept | Design change | Brea HQ | NI Natalia Ibarra | Oct 2027 | At risk | 25 | $27,684 | — | |
| Resource shipping carton to Zenith Steri-PackPT-0145 · Orthodontics · Zenith Steri-Pack (demo) | IImplemented | PPV | Mexicali P1 | AS Ana Sofía Lara | Aug 2025 | At risk | 100 | $27,033 | $39,533 | |
| Overtime reduction in Tijuana DC final packPT-0180 · Orthodontics | APlanning complete | Cost center | Tijuana DC | RP Ricardo Peña | Feb 2027 | Delayed | 90 | $27,016 | — | |
| Resource archwire to Meridian AlloysPT-0143 · Imaging · Meridian Alloys (demo) | IImplemented | PPV | Querétaro | IM Iván Morales | Jan 2026 | On track | 100 | $26,311 | $18,062 | |
| Overtime reduction in Mexicali P2 final packPT-0198 · Implants | BApproved | Cost center | Mexicali P2 | GK Grace Kim | Mar 2027 | On track | 75 | $25,521 | — | |
| Renegotiate MRO vending contractPT-0207 · Consumables | CAdvanced | Cost center | Tijuana DC | OM Owen Mitchell | Feb 2027 | On track | 50 | $24,815 | — | → B |
| Parcel carrier rate renegotiation 2025PT-0120 · Orthodontics · Bluewater Medical Plastics (demo) | IImplemented | Logistics | Mexicali P2 | PN Priya Nair | Aug 2025 | At risk | 100 | $24,530 | $27,863 | |
| Complaint-driven returns reduction: buccal tubePT-0187 · Imaging | APlanning complete | Sales | Brea HQ | AS Ana Sofía Lara | Jan 2027 | At risk | 90 | $21,845 | — | |
| Returnable dunnage for buccal tubePT-0194 · Imaging · Bluewater Medical Plastics (demo) | BApproved | Logistics | Tijuana DC | PN Priya Nair | Feb 2027 | On track | 75 | $10,989 | — | |
| SMED changeover reduction — Tijuana DCPT-0115 · Corporate | IImplemented | Cost center | Tijuana DC | IM Iván Morales | Aug 2025 | On track | 100 | $7,653 | $25,987 | |
| Common healing abutment across product familyPT-0252 · Consumables · Zenith Steri-Pack (demo) | RRejected | Design change | Querétaro | JB Jordan Blake | Apr 2026 | 0 | $0 | — | ||
| Parcel carrier rate renegotiation 2026PT-0253 · Corporate · Orion Electronics (demo) | RRejected | Logistics | Mexicali P2 | OM Owen Mitchell | May 2026 | 0 | $0 | — | ||
| Volume rebate 2026 — Orion ElectronicsPT-0256 · Consumables · Orion Electronics (demo) | RRejected | PPV | Mexicali P1 | GK Grace Kim | Jan 2026 | 0 | $0 | — | ||
| Resource ceramic bracket to Bluewater Medical PlasticsPT-0257 · Orthodontics · Bluewater Medical Plastics (demo) | RRejected | PPV | Mexicali P1 | GK Grace Kim | Oct 2025 | 0 | $0 | — | ||
| Complaint-driven returns reduction: healing abutmentPT-0259 · Imaging | RRejected | Sales | Querétaro | PN Priya Nair | Jul 2026 | 0 | $0 | — | ||
| Renegotiate security contractPT-0262 · Orthodontics | RRejected | Cost center | Tijuana DC | PN Priya Nair | Oct 2025 | 0 | $0 | — | ||
| Meridian Alloys annual price negotiation 2026PT-0265 · Imaging · Meridian Alloys (demo) | RRejected | PPV | Tijuana DC | JB Jordan Blake | Aug 2026 | 0 | $0 | — |