Project Highlights

















14K Consulting – Acquisition Target Assessments
Client: Leading WMS software provider exploring entry into the supply chain planning market
Situation: Client sought to acquire a best-in-class supply chain planning software firm but lacked internal supply chain planning expertise to engage in a comprehensive evaluation of acquisition target candidates.
Action:
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Developed a comprehensive evaluation framework (12 categories, 44 criteria) using a best-in-class benchmark company process
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Conducted comprehensive interviews and follow-ups with 10 target companies
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Delivered detailed comparative analyses and final reports
Results:
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Client initiated acquisition talks with two targets (ultimately not closed)
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Chose instead to build a solution in-house by acquiring relevant talent and using our evaluation criteria as the functional blueprint
TriVista Business Group (Consulting) – New ERP Deployment
Client: One of the largest U.S. commercial printing companies, operating on legacy proprietary ERP with limited functionality.
Situation: Transitioning to MS Dynamics AX; needed guidance on legitimate customization vs. standard functionality utilization.
Action:
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Documented end-to-end fulfillment processes across all 3 sites
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Participated in design sessions, advising the client on minimizing customizations
Results:
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Delivered first-ever detailed printing workflow documentation via Lucidchart
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Influenced customization decisions and finalized implementation roadmap aligned with software functionality and business needs
TriVista Business Group (Consulting) – S&OP Reengineering with SW Bolt-on
Client: National dinnerware and catering product supplier using NetSuite ERP.
Situation: Chronic stockouts, late shipments, customer dissatisfaction, siloed functional operations, and use of ad hoc Excel-based planning processes.
Action:
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Assessed demand, inventory, and supply planning processes and stakeholder communication
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Recommended and led selection of a NetSuite-compatible bolt-on supply chain planning software
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Advised conducting comprehensive monthly Executive SIOP Review meetings
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Implemented software and coached adoption of a monthly Executive SIOP Review process
Results:
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15% inventory reduction and 10-point OTIF improvement
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30% of buyer capacity freed up to focus on strategic sourcing and supplier management
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Improved cross-functional alignment and overall planning discipline
TriVista Business Group (Consulting) – Distribution Network Optimization
Client: Wholesale distributor of electrical components with 3 regional DCs resulting from acquisitions.
Situation: Suspected logistics inefficiencies due to overlapping inventory, labor, warehouse space, and overhead
Action:
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Led network optimization analysis to evaluate consolidation potential and benefits
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Defined requirements and design for a new, scalable Southeast DC
Results:
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Identified 20% logistics cost savings through consolidation
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Recommended 300K sq. ft. single facility and functional layout
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Advised on cobot integration, with all recommendations accepted and implemented
TriVista Business Group (Consulting) - S&OP Reengineering with SW Bolt-on
Client: Smart parking meter manufacturer facing inventory overflow and WIP delays.
Situation: Poor forecasting and planning led to excessive storage requirements and flowthrough issues.
Action:
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Assessed end-to-end S&OP processes and inventory health
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Developed new S&OP processes, implemented bolt-on supply planning tool, and trained S&OP organization
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Calculated optimized inventory levels and future space requirements
Results:
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Enabled exit of 80K sq. ft. overflow warehouse within 12 months
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Reduced excess inventory and improved factory throughput
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Engagement extended to strategic sourcing project to diversify from China
Aquai Technologies (Employer) – Go-to-Market Business Plan
Company: IoT water monitoring startup launching a smart flow sensor for home and commercial water conservation.
Situation: Needed to define go-to-market strategy and channel economics for commercialization and financing.
Action:
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Led development of commercial strategy and 3-year channel P&L
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Designed analytics dashboard and scorecard to demonstrate value for insurers and utilities
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Created use case model to quantify ROI in multiple scenarios
Results:
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Drove strategic shift to channel-first go-to-market model
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Positioned product as a dual-value tool: early leak detection and water efficiency monitoring
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Approach validated by investor group and used to secure next round of funding
Aquai Technologies (Employer) – Low Cost Country (LCC) Strategic Sourcing
Situation: Aquai Technologies, a GreenTech startup, needed a cost-effective manufacturing strategy for water conservation products to achieve viable retail margins. The BOM included PCBA and injection-molded components.
Action: Sourced a competitive injection molding supplier and a small contract manufacturer in Bangkok, Thailand, capable of assembling PC boards and final products, specializing in startup go-to-market support.
Results: Developed and secured CEO and Board approval for the company’s initial low-cost country supply chain strategy.
Aviat Networks (Employer) – Reengineered Contract Manufacturing and Distribution Processes
Company: Leading provider of microwave communication systems for mobile industry
Situation:
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The Thailand contract manufacturer (CM) struggled with effectively planning and manufacturing highly configurable microwave radio products
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CM was also tasked with purchasing accessory products, consolidation, and shipping complete systems to customers throughout the world
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Both manufacturing and distribution processes were dysfunctional with nearly all customer orders delayed
Action:
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Led an initiative at the CM to reengineer their S&OP and production scheduling process for configurable products, including more robust master scheduling, configuration postponement, and schedule freeze periods
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Transferred a configurable component (diplexer tuning) from the supplier to the CM (with appropriate training) to postpone configuration closer to the final assembly process
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Established 3PL-run DCs in Singapore and Amsterdam to manage accessory procurement, order consolidation, and global distribution processes using a single global freight forwarder
Results:
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Improved on-time delivery from 54% to 91%, shipping to an average of 95 countries per quarter
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Reduced cumulative manufacturing and distribution lead times from 6 to 3 weeks
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Reduced global logistics costs by 20% and outbound transportation lead time by 1 wk
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Significantly increased service level to remote Mideast and African customers with increased air lift capacity from the Amsterdam DC
Aviat Networks (Employer) – Post-Merger Supply Chain Integration
Company: Leading provider of microwave communication systems for mobile industry
Situation:
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Merger with a larger competitor resulted in significant process and resource overlap
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6 contract manufacturers on 3 continents
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Disparate supply chains with significant overlap in components
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Redundancy in supply chain organizations
Action:
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Led a global initiative to integrate end-to-end supply chains
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Consolidated contract manufacturing operations
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Consolidated supply base to best-in-class suppliers
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Collapsed organization into one cohesive team
Results:
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Reduced direct material cost by 10% ($28M) in first year and achieved contracted 8-10% ongoing annual material cost reduction
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Cut manufacturing overhead by 15% through leveraged organizations in supply chain and manufacturing engineering
REMEC (Employer) - European Supply Chain Cost Reduction
Company: Telecom infrastructure product supplier
Situation: REMEC had acquired multiple European companies, resulting in a high-cost supply base concentrated in countries like Finland and Spain.
Action: Led a global initiative to transfer the European supply chain to China covering PCBs and assemblies, die casting, machining, plating processes, and component distributors while maintaining strict global quality standards.
Results: Cut direct material costs by 30% in the first year, meeting all customer delivery and revenue commitments.
REMEC (Employer) – Inventory Optimization and Forecasting Redesign
Situation: REMEC’s offshore factories in Costa Rica, the Philippines, and China suffered from poor forecast accuracy and low inventory turns due to outdated plan-to-procure processes.
Action:
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Spearheaded a company-wide effort to implement Vendor Managed Inventory (VMI) programs for the top 40 suppliers
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Reengineered the S&OP process to introduce freeze periods, enhance forecast accuracy, and tighten business controls
Results: Reduced inventory by 30% ($30M) and increased forecast accuracy by 40%.
Ford Motor Company (Employer) – Accelerating Vehicle Delivery and Visibility
Situation: 80% of Ford vehicles are shipped by rail to U.S. dealers, facing excessive lead times (21 days) and lacked in-transit visibility, hindering dealer sales
Action: Formed a joint venture with UPS to utilize their dedicated cross-country trains and integrated UPS tracking for real-time status visibility for dealers
Results: Reduced vehicle delivery times by 45% in Year 1 and 65% by Year 3, enabling dealers to track and sell in-transit vehicles.
Ford Motor Company – Customs Organization and Cost Transformation
Situation: Ford operated a large internal customs team in NA and EU, delivering $2B in annual duty savings but at a high fixed cost of 120 employees.
Action: Led the strategic transfer of Ford’s customs organization to Vastera in exchange for pre-IPO equity and a long-term services contract, leveraging Vastera’s superior technology and scale.
Results: Secured $80M in equity, reduced operating costs by 5%, and converted customs expenses from fixed to variable.
Hewlett-Packard – (Employer) Quickship Program for Configurable Workstations
Situation: HP’s German plant, supplying the EMEA region, offered nearly 2,000 configurable UNIX workstation SKUs, but low-volume US-sourced accessories caused 8-week lead times—unacceptable to customers expecting 2-week deliveries.
Action: Analyzed order history and created a “Quickship” program focused on the top 200 SKUs, pre-stocked for rapid assembly and delivery; boutique options remained on standard lead time.
Results: Reduced lead time to 10 days for 92% of orders, dramatically improving customer satisfaction and reseller sales performance.
Hewlett-Packard (Employer) – Global Distribution and Logistics Reengineering
Situation: HP’s Enterprise Systems Group had a fragmented delivery model with 39 local distribution centers for system consolidation and delivery, and 50 logistics providers, resulting in delivery lead times of up to 24 days.
Action:
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Led a global logistics redesign, establishing two distribution centers co-located with factories (Germany for EMEA and California for Americas and Asia) and consolidated to three strategic logistics providers by region
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Orders were consolidated in the 2 global hubs and complete orders shipped directly to customers
Results:
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Eliminated 37 local country distribution centers and 47 logistics partners
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Reduced average delivery lead time by 75% (to 4 days), improved on-time delivery to 98%, and enabled global online tracking
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Reduced global logistics costs by 50% ($150M/year)
Hewlett-Packard (Employer) – ERP Implementation and Training
Situation: HP’s Loveland, CO site was implementing a new net-change ERP system across eight manufacturing divisions.
Action: Directed the end-to-end ERP deployment for the largest division and developed the training program for all site users.
Results: ERP system was implemented on schedule with high reviews from users and management for the user training program.