Make Kantata the engine of a better operating model.
Kantata delivers the most value when it is built on a strong operational foundation - We help services firms prepare for implementation.
Start with the foundation, not the software
Kantata is most successful when the business does the hard thinking up front.
Before implementation, we work with your team to review and document the workflows that drive operational performance, including:
Pipeline management
Capacity planning
Resource management
Project delivery
Project finance
We assess what is working well, where friction exists, and which practices should not be carried forward into the new system. That way, Kantata is configured around a stronger operating model, not layered on top of broken processes.
Organize your data before it becomes a problem
A successful implementation depends on more than workflow clarity. It also depends on the quality of the data entering the system.
We help clients gather, structure, and evaluate the operational data that will power Kantata. Through this process, we identify gaps, inconsistencies, and quality issues before they undermine reporting and trust in the platform.
By doing this work up front, we help create cleaner implementation, stronger reporting, and a better user experience from day one.
Design reporting around the metrics that matter
We work with leadership teams to define the metrics that matter most to their business and design reporting that reflects how they actually manage performance.
But reporting design is only part of the equation. We also help teams adopt the new ways of working required to make those metrics meaningful - establishing the habits, accountability, and operational discipline that turn reporting into action.
What makes Form & Function different
We bridge implementation and operational change
Most platform partners focus on configuration. We help you prepare the organization to get real value from the platform.
Our work sits at the intersection of:
Operational workflow design - Clarifying how work should move across the business.
Data readiness and quality - Structuring the inputs required for reliable reporting.
Performance reporting - Aligning dashboards and metrics to leadership decisions.
Change adoption - Helping teams embrace the behaviors that make the system work.
Kantata should not just reflect your business. It should help improve how your business runs.
Make Kantata work the way your business actually runs
Struggling with implementation, data, or workflows?
We help services firms turn Kantata into a system for forecasting, resourcing, and delivery, not just reporting.
Get a quick assessment of what’s working, what’s not, and what to fix next.