Integrated Operational Backbone

Modern systems. Unified data. Disciplined workflows.

We work with your team to identify the right platforms to power your business - designing a clear roadmap to replace fragmented tools with integrated, purpose-built operational systems, including modern Professional Services Automation (PSA) platforms. When a full system change isn’t the right move, we help firms get more value from existing tools by improving workflows and unifying data across systems.

As a Kantata Approved Advisor Partner, Form & Function brings both strategic guidance and hands-on implementation expertise with one of the industry’s leading PSA platforms.

How we do it

  • Assessments, Strategy & Roadmaps

    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.


  • 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.

Contact Us to Learn More

See how our approach works in your industry.

Explore how our methodology helps organizations in your sector reduce complexity, improve decision-making, and scale with confidence.

Our Approach