Designing Operational Systems that scale with your business

We help you select, design, and implement the platforms that power delivery, performance, and scale.

We evaluate your current systems, workflows, and data to understand what’s working well and where the gaps are. The result is a clear, prioritized roadmap that aligns technology decisions to your growth goals and operational needs.

Assessments, Strategy & Roadmaps

Systems Architecture

We meet you where you are and design scalable systems that connect sales, delivery, finance, and reporting into a cohesive operational backbone. We ensure data flows across platforms to provide reliable visibility as your business grows.

Professional Services Automation Platform Implementation

We lead the end-to-end implementation of modern PSA platforms, from configuration and integration to change management and adoption. Our approach ensures your PSA supports how your firm actually operates.

Kantata Approved Advisory Partner

Form + Function is a proud Kantata partner with deep knowledge of the Professional Services Automation platform. We offer 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.