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More DSOs are turning to strategic outsourcing to reduce costs, streamline operations, and support overburdened in-practice teams. This case study explores how one multi-location DSO restructured its clinical and business operations by outsourcing key non-clinical roles, from insurance verification to treatment coordinationwithout compromising patient experience or quality of care. 

  • Which functions are best suited for outsourcing vs. in-house retention 

  • How to identify high-cost, low-impact roles that can be virtualized 

  • How to integrate remote team members into clinic workflows and culture 

Author:

J.W. Oliver

Managing Partner
ZimWorX

J.W. is a global leader transforming the way the world views and sees work. As the visionary of SupportDDS and Zimworx—an Inc. 5000 company—he oversees five operational centers with over 1,800 team members across four continents.

J.W. blends high-performance business instincts with faith-driven philanthropy, donating 51% of all profits to ministries and charities around the globe.

Beyond the boardroom, JW is an adventurer and endurance enthusiast who has trekked to Everest Base Camp and Machu Picchu. He is a pilot, a podcast host, and a serial entrepreneur. An ordained minister and devoted husband of 30+ years, JW is laser-focused on a massive mission: empowering 20,000 team members by 2032.

 

J.W. Oliver

Managing Partner
ZimWorX

J.W. is a global leader transforming the way the world views and sees work. As the visionary of SupportDDS and Zimworx—an Inc. 5000 company—he oversees five operational centers with over 1,800 team members across four continents.

J.W. blends high-performance business instincts with faith-driven philanthropy, donating 51% of all profits to ministries and charities around the globe.

Beyond the boardroom, JW is an adventurer and endurance enthusiast who has trekked to Everest Base Camp and Machu Picchu. He is a pilot, a podcast host, and a serial entrepreneur. An ordained minister and devoted husband of 30+ years, JW is laser-focused on a massive mission: empowering 20,000 team members by 2032.

 

You can’t scale what you can’t manageand most DSOs are growing faster than their leaders. As DSOs expand across regions, many find themselves stuck between two extremes: overburdened executives managing too many clinics, and newly promoted managers who lack training or support. The result? Operational inconsistency, weak culture, and stalled performance. In this session, learn how leading DSOs are building leadership pipelines that workturning hygienists into team leads, office managers into regional directors, and providers into clinical mentors. 

 

  • How to identify high-potential team members before they burn out 

  • What a structured leadership development program looks like at a DSO 

  • How to track leadership readiness, performance, and impact with the right KPIs 

Author:

Dr. Aman Kaur

Founder & President
Women in DSO

Dr. Aman Kaur

Founder & President
Women in DSO

Author:

Pat Bauer

President & Chief Executive Officer
Heartland Dental Foundation

Pat Bauer

President & Chief Executive Officer
Heartland Dental Foundation

The rapid expansion of AI in DSOs has shifted the conversation from “What can AI detect?” to “How does AI reshape operational excellence and clinical quality?” This session is designed for clinical leaders, CDOs, and operational executives who manage multi-location organizations. We will review how modern AI platforms provide benchmarking dashboards, provider-level quality metrics, risk heatmaps, hygiene optimization pathways, longitudinal radiograph comparisons, and performance-consistency insights at scale. Additional focus will be given to AI-supported onboarding, calibration, clinical education, and culture-building across geographically distributed teams. We will also address the unique challenges of implementationchange management, adoption readiness, provider trust, documentation alignment, and regulatory considerations for enterprise environments. Participants will leave with actionable strategies for using AI to improve patient outcomes, operational KPIs, and organizational culture while maintaining clinical autonomy and integrity.

Author:

Dr. Gordon Barfield

Senior Clinical Manager
Overjet AI

Dr. Gordon Barfield

Senior Clinical Manager
Overjet AI
 

Dr. Gordon Barfield

Senior Clinical Manager
Overjet AI

Dr. Gordon Barfield

Senior Clinical Manager
Overjet AI

Dr. Gordon Barfield

Senior Clinical Manager
Overjet AI

From designing a clear “hero” offer and pricing architecture to staffing and scheduling that protects chair time, aesthetic dentistry can become a predictable revenue stream rather than a distraction. This session shares a practical playbook for owners and practice leaders looking to launch or grow aesthetics with operational discipline and a measurable patient acquisition system. 

  • Defining a hero aesthetic offer that patients instantly understand, want, and are willing to pay forthen packaging it into clear tiers 

  • Building a staffing and scheduling model that safeguards core dentistry productivity while creating consistent capacity for aesthetics 

  • Implementing a 30-day patient acquisition funnel (existing patients + digital) with KPIs to track leads, consults, conversions, and retention 

 

 

Justin Carroll

Chief Financial Officer
MB2 Dental

Justin Carroll

Chief Financial Officer
MB2 Dental

Justin Carroll

Chief Financial Officer
MB2 Dental
 

Mike Huffaker

Chief Revenue Officer
Planet DDS

Mike Huffaker

Chief Revenue Officer
Planet DDS

Mike Huffaker

Chief Revenue Officer
Planet DDS

Author:

Tamar Yehoshua

Chief Product & AI Officer
Atlassian
Tamar Yehoshua is Atlassian’s Chief Product and AI Officer, driving the company’s vision for the future of teamwork in the age of AI. She leads Atlassian’s Teamwork Collection and AI strategy, uniting product, design, and intelligent experiences to help teams work smarter, faster, and more creatively. Her goal: build AI‑native, world‑class products that set the standard for how millions of knowledge workers get things done.
Previously, she was President of Product and Technology at Glean, and Chief Product Officer at Slack, where she guided the company through rapid growth, a public listing, and acquisition by Salesforce.

Tamar Yehoshua

Chief Product & AI Officer
Atlassian
Tamar Yehoshua is Atlassian’s Chief Product and AI Officer, driving the company’s vision for the future of teamwork in the age of AI. She leads Atlassian’s Teamwork Collection and AI strategy, uniting product, design, and intelligent experiences to help teams work smarter, faster, and more creatively. Her goal: build AI‑native, world‑class products that set the standard for how millions of knowledge workers get things done.
Previously, she was President of Product and Technology at Glean, and Chief Product Officer at Slack, where she guided the company through rapid growth, a public listing, and acquisition by Salesforce.

Author:

Bala Vaidyanathan

VP, Head of Data & AI
FedEx

Bala Vaidyanathan is vice president and lead for Data & AI at FedEx. Under his leadership, FedEx has leveraged their extensive data ecosystem to enhance shipping efficiency and improve logistics and supply chain operations. Their data-driven solutions deliver value for both internal teams and external customers. 


As a recipient of the FedEx Five Star Award, and with almost 20 years of industry experience, Bala brings deep expertise, curiosity, and a first-principles mindset to every challenge. He holds a bachelor’s degree in engineering from the Indian Institute of Technology and a Ph.D. in operations research from the University of Florida. His technical research contributions have been published in multiple journals, and he served for several years as an associate editor for the international publication Networks.

Bala Vaidyanathan

VP, Head of Data & AI
FedEx

Bala Vaidyanathan is vice president and lead for Data & AI at FedEx. Under his leadership, FedEx has leveraged their extensive data ecosystem to enhance shipping efficiency and improve logistics and supply chain operations. Their data-driven solutions deliver value for both internal teams and external customers. 


As a recipient of the FedEx Five Star Award, and with almost 20 years of industry experience, Bala brings deep expertise, curiosity, and a first-principles mindset to every challenge. He holds a bachelor’s degree in engineering from the Indian Institute of Technology and a Ph.D. in operations research from the University of Florida. His technical research contributions have been published in multiple journals, and he served for several years as an associate editor for the international publication Networks.

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