Intelligent Operations.
Confident Decisions.
Smarter Growth.
We strengthen the interconnected systems, processes, and data that help services businesses grow.
Unlike traditional consultants or technology vendors, we bridge strategy and execution. We are experts in diagnosing process gaps, improving workflows, and implementing systems that turn operations from a constraint into a competitive advantage.
Business Operations Assessments
COO-as-a-Service
AI-Enabled Decisions Support
Workflow Optimization
Pre-Transaction Readiness
Due Diligence & Transaction Advisory
Executive Companion: Your Always-On Operational Analyst
Our AI-powered intelligence tool helps you make faster, better-informed decisions by unifying data from your operational systems into a single, clear view of company performance.
You have a team of analysts by your side as you make your most important decisions about staffing, pricing, sales, and service delivery.
We’ve walked your path.
We bring the expertise and modern systems to strengthen your operations and shape what comes next.
Our consulting and advisory services help services businesses grow.
Improve operational processes and communication, increasing profitability
Plan with more accuracy and fewer surprises
Identify and manage business risk before it becomes a problem
Make faster, better-informed executive decisions
Revenue Forecasting is Often Reactive and Inaccurate
Poor forecasts can lead to hiring decisions made too late or too early, and delayed projects - impacting client relationships and company financials. Forecasts that are based on gut feel and inconsistent data leads to an error rate of 10-15% in mid-sized services firms each year.
By connecting pipeline, delivery, and financial data, firms can move from reactive to predictive - improve staffing, client delivery, and the confidence to invest.
Use our pre-built operational data model and intelligent dashboards to provide forward-looking insights.
Don’t let a lack of operational control impact your business.
Cost of Inefficient Resource Management
On average, each billable employee carries $25–30k of untapped value every year due to gaps in utilization, project delivery, and resource planning. In a 100–200 person firm, that translates to millions in annual lost opportunity. By closing even part of this gap, firms can unlock significant margin improvement - the equivalent of adding 5–10% revenue growth without signing a single new client.
Hidden Margin Loss Erodes Results
Margin leakage is the silent profit killer for services firms. Delivery overruns, discounting, resource misalignment, and write-offs quietly erode 8–12% of topline revenue every year.
By tightening delivery, aligning pricing, and connecting pipeline to staffing, firms can reclaim this trapped value and turn it into growth.
Our operational assessments can help identify where issues exist and provide quick recommendations.
Article
Why F+F is Building an AI-Powered Executive Companion Tool to Support Services Leaders
Form + Function is a Proud Kantata Partner
Kantata develops vertical SaaS technology, purpose-built for the highly specific and complex needs of professional services organizations, with a comprehensive suite of market-leading capabilities that deliver clarity, control and confidence at every step of the professional services project lifecycle.
As an Approved Advisor, we are an expert partner with deep knowledge of Kantata's Professional Services Automation software and related business processes, 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.
Are you 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 eager to explore how we can collaborate with you.