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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34 projects
12-month net
$5.5M
Risk-adjusted
$5.5M
Actual to date
$3.7M
| Project | Stage | Type | Site | Owner | Impl. date | Health | Confidence | 12-mo net | Actual to date | |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | |
| Renegotiate janitorial contractPT-0164 · Corporate | IImplemented | Cost center | Querétaro | IM Iván Morales | Aug 2025 | On track | 100 | $336,817 | $336,817 | |
| 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 | |
| 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 | |
| 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 | |
| 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 | |
| Renegotiate uniform rental contractPT-0169 · Consumables | IImplemented | Cost center | Mexicali P2 | AS Ana Sofía Lara | Aug 2026 | Delayed | 100 | $272,070 | $24,196 | |
| Overtime reduction in Querétaro final packPT-0142 · Corporate | IImplemented | Cost center | Querétaro | PN Priya Nair | Sep 2025 | On track | 100 | $248,231 | $248,231 | |
| SMED changeover reduction — QuerétaroPT-0124 · Implants | IImplemented | Cost center | Querétaro | FO Fernanda Ochoa | Apr 2026 | On track | 100 | $232,610 | $102,473 | |
| 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 | |
| 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: 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 | |
| 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 | |
| Renegotiate forklift leasing contractPT-0173 · Corporate | IImplemented | Cost center | Brea HQ | PN Priya Nair | Apr 2025 | At risk | 100 | $101,766 | $101,766 | |
| 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 | |
| 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 | |
| Complaint-driven returns reduction: composite syringePT-0130 · Consumables | IImplemented | Sales | Tijuana DC | JB Jordan Blake | Aug 2025 | On track | 100 | $28,033 | $31,367 | |
| 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 | |
| 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 | |
| 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 | |
| SMED changeover reduction — Tijuana DCPT-0115 · Corporate | IImplemented | Cost center | Tijuana DC | IM Iván Morales | Aug 2025 | On track | 100 | $7,653 | $25,987 |