Intelligent Operations.

Confident Decisions.

Smarter Growth.

We are obsessed with helping leaders drive growth. From diagnosing process gaps to analyzing performance, we turn operations from a constraint into a competitive advantage.

Business Operations Assessments

Workflow Optimization

Pre-Transaction Readiness

Due Diligence & Transaction Advisory

Dashboards show you what happened - our AI Powered Executive Companion helps you decide what to do next.

Traditional dashboards require you to interpret charts, connect the dots yourself, and jump between tools to answer follow-up questions. The Executive Companion unifies your operational data and works with you in real time - answering questions, surfacing insights, and helping you explore scenarios to drive more confident decisions.

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  • Providing absolute clarity to power your growth.

    Operational excellence isn’t just about efficiency - it’s about creating a foundation for scalability, resilience, and continuous improvement. With two decades of leadership experience in professional services, we advise firms in strengthening how they track performance, invest in growth, and operate day-to-day.

    How we do it

  • Improving Decision-Making with our AI-Powered Executive Companion

    Built by professional services leaders, for professional services firms, our AI-driven analyst delivers operational insights and intelligent scenario planning to help executives interpret performance, explore what-if decisions, and move with more confidence.

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  • Today and as you grow, we are your partners in performance

    Wherever you are on your journey, our team partners with yours to provide guidance and visibility into the right metrics to measure performance as your business grows.

  • Intelligent Infrastructure that powers scalable growth.

    We help services firms scale smarter by combining operational expertise with AI-driven intelligence and modern PSA platforms. We don’t just advise, we work with you to redesign processes and implement systems that transform your operations.

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How to Calculate the Pipeline You Need to Hit Your Revenue Goals

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Beyond the Numbers: Turning Your Budget into a Strategic Operating Plan

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Why F&F is Building an AI-Powered Executive Companion Tool to Support Services Leaders

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Form & Function is a Proud Kantata Partner

As an Approved Advisor, we are an expert partner offering services including implementation, configuration, and strategy for companies using Kantata SX (formerly Kimble) or Mavenlink to improve project management, resource allocation, and financial tracking.

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Ready to scale smarter, perform with precision, and unlock growth?

Seeking a strategic partnership or have a specific project in mind? We’re here to listen and are eager to explore how we can collaborate with you and help you achieve your goals.