Smartsheet Aligned Platinum Partner

Your operation isn’t broken.
It just can’t see itself clearly.

Portico Group helps manufacturers, health systems, and growing companies find the friction points that slow growth. We diagnose what’s actually happening, build the systems that make it visible, and deliver results you can measure.

25+ years running operations 100+ client engagements English & Spanish US/Mexico experience Principal-led no junior handoffs

$25M

Annualized savings identified at a major integrated health system

5,000

Hours of patient capacity per 100 beds, projected regionwide from a hospital pilot

50%

On-time delivery improvement for a steel tank manufacturer

10 wks

From kickoff to a 45% lead time cut, US/Mexico

What we do

Consulting that gets to work.

We map your friction points, build systems that make the right information visible, and measure what changes. No junior handoffs. No templated advice.

01

Operational Assessment & Strategy

We map where jobs stall, where information has to be asked for instead of seen, and where capacity is lost to broken handoffs. You get a scored priority list and a clear first move, not a report that sits on a shelf.

  • Friction mapping
  • Roadmap
  • Prioritization
See an assessment in action

02

Process Improvement

Lean, Kanban, and continuous improvement, used as tools and not dogma. We eliminate waste, reduce variation, and build repeatable processes that scale with you.

  • Lean
  • Kanban
  • QDIP
  • CI
See Lean in action

03

Smartsheet & Digital Operations

Dashboards, automated workflows, and real-time command centers built on Smartsheet. Your team gets visibility. Leadership gets the data to make faster, better decisions.

  • Smartsheet
  • Dashboards
  • Automation
See the Smartsheet builds
Glass wall covered in a sticky-note process map

How an engagement runs

One step at a time, built to stick.

  1. Walk the floor

    We start where the work happens, not in a conference room. We see the workarounds your team has learned to live with.

  2. Find the friction

    Root causes, scored and ranked. A short list of what to fix first and why it matters to the P&L.

  3. Build the system

    Processes, cadences, and Smartsheet tools that make the right information visible to the right people.

  4. Hand it off

    We embed with your team until it runs without us. Then we step back, and your people carry it forward.

Featured product

Meet SmartOps Pro.

A complete operational intelligence suite built on Smartsheet. From daily floor huddles to executive dashboards, SmartOps Pro gives every layer of your organization the visibility it needs to act with confidence.

  • Challenge Operational maturity assessment and structured improvement program
  • Lean Digital tools for waste elimination and flow
  • ISO Compliance tracking, audit readiness, and document control
  • Meeting Meeting cadence, format, and accountability from the floor to leadership
  • QDIP Daily huddle boards for quality, delivery, inventory, and productivity
Talk to us about SmartOps Pro

Built on Smartsheet

Systems people actually use.

Forms, automations, reports, and dashboards, designed with the people who run the work every day. A few of the systems we’ve built.

Engineering firm · Land acquisition

A record that holds up

A multi-state land acquisition program re-architected around one tract register, one plan template, and role-based views. Columns cut from 203 to about 30.

See the build

Engineering firm · Enterprise projects

Every project starts the same way

A standard project kit, launched by Control Center, with every project rolling up to one portfolio view. In progress.

See the build

Consumer products · Facility move

Move without missing a beat

A full warehouse and office move run from one Smartsheet command center. Finished on time, orders kept shipping, and net cash positive.

See the build

Home medical equipment repair

One app, from pickup to invoice

A Work App that follows every repair from driver pickup to billing, with about 95M formula references engineered out along the way.

See the build

Principal’s experience · Facilities engineering

A staffing model sites own

Engineering staffing for 40 medical centers, sized from the work up, checked by every site, and delivered through Smartsheet.

Read the story

Health system · Position control

Every position reviewed, the clear ones fast

Smart intake, a fast track for budgeted backfills, bulk upload for backlogs, and committee votes that record themselves.

See the build

Principal’s experience · Onboarding

No new hire left behind

A daily feed of new hires, a human approval step, and orientation invitations that send themselves. Live and expanding.

Read the story

Principal’s experience · Workforce mobilization

12,000+ workers, zero glitches

The system that onboarded, credentialed, and deployed contingent workers through a two-wave health care strike.

Read the story

Client results

What good ops actually looks like.

Real outcomes from real engagements.

Principal’s experience · Medication management

$25M

Annualized savings and 8%+ less medication waste, from simple Kanban pulls in clinic medication closets.

Large integrated health system

Read the story

Principal’s experience · Workforce mobilization

12,000+

Contingent workers onboarded and deployed with zero glitches, during what the union called the largest open-ended health care strike in U.S. history.

Large integrated health system

Read the story

Healthcare · Patient operations

5,000 hrs

Patient-capacity gain per 100 beds, projected across the region from a pilot that improved housekeeping scheduling, productivity, and data.

Major integrated health system

Read the case study

Manufacturing · Lean transformation

−45%

Lead time reduction plus a 30% gain in labor efficiency, within 10 weeks of kickoff.

Custom transformer manufacturer · US/Mexico

Read the case study

Manufacturing · Supply chain assessment

+50%

On-time delivery with 30% more production capacity, after the client’s team implemented our supply chain assessment and tools. No added headcount or capital equipment. Projected from our analysis and client-confirmed.

Bolted steel tank manufacturer

Read the case study

Manufacturing · Facility design

+30%

Additional production capacity projected from the layout and workflow design of a new facility buildout. A separate gain from the supply chain work.

Bolted steel tank manufacturer

Read the case study

Principal’s experience · Dual sourcing

+49%

Product availability after qualifying 110 products at contract manufacturers, taking 30M+ units off a plant under repair.

Fortune 100 skincare manufacturer

Read the story

Manufacturing · Electronics

+50%

Production capacity from S&OP process design and SAP integration.

Fortune 100 electronics manufacturer

Distribution · Pet nutrition

2×

Year-over-year growth supported by operations and supply chain work, with 10%+ supplier savings plus 3–5% in rebates.

PE-backed fresh pet food company

Read the case study

Distribution · Network strategy

~$340K

Annual benefit projected from an East Coast fulfillment partner, with 1 to 2 days faster delivery. A clear go/no-go case for the board.

National consumer wellness products company

Read the case study

Supply chain · Inventory

$2M

Inventory relief through demand planning, with a 25% gain in project management productivity.

$150M+ skincare company

Manufacturing · Process equipment

−30%

Grinder assembly labor, with 1 to 2 days faster turnaround and a 40% faster seal cell, through Lean and Kanban.

Wastewater equipment manufacturer

Read the case study

Service operations · Customer experience

+30 pts

NPS improvement from an operations and customer service initiative across US airport locations.

Major national car rental company

What clients say

Trusted by leaders who need results, not reports.

“He was able to hit the ground running on a complex project with many stakeholders. I would hire Michael again as he was a great fit with our team and was able to drive measurable results and supply chain improvements.”
Marty Duff SVP at Yeti
“His success with implementing Lean principles and supply chain optimization methods was unparalleled. Michael is a person of high integrity and values and he is best known as an individual who ‘makes it happen.’”
Bob Lane Founder/CEO at LaneOPX
“His greatest asset is his engaging personality which results in his ability to form cohesive teams, remove barriers, and achieve great results. I look forward to our next project together.”
Alan Mencher Director at Kaiser Permanente
Michael Ortiz, Founder and Principal of Portico Group

Michael Ortiz Founder & Principal

Who we are

We’ve been on your floor.

I founded Portico Group in 2014 on a simple premise: operations consulting should be done by people who’ve actually run operations. Our team brings 25+ years of experience across manufacturing, healthcare, and distribution.

What sets us apart isn’t a methodology. It’s range. We’re equally at home presenting to a board and walking a shop floor. When you engage Portico Group, you get an experienced principal leading the work, not a junior team running a playbook.

  • Smartsheet Aligned Platinum Partner, full certification stack
  • Bilingual team, English & Spanish, with US/Mexico cross-border experience
  • 100+ engagements, from Fortune 100 enterprises to PE-backed growth companies

The name comes from Solomon’s Portico. The rising steps in our logo stand for growth built on a strong foundation.

Ready to see what’s possible?

Book a free 30-minute operational assessment. No pitch. Just an honest look at where you are and what to do next.