We strengthen the interconnected systems, processes, and data that help services businesses thrive and grow.
With two decades of experience, we architect smarter ways of working to unlock your growth.
Our Services
Advisory & Operations Consulting
We work alongside executives to set operational strategy, interpret performance, and establish the management cadence needed to run the business with clarity and confidence. Whether through targeted assessments, workflow optimization, budgeting and forecasting support, or embedded fractional leadership, we help teams identify what matters most, focus resources effectively, and build operating models that scale.
Intelligent Operational Dashboards
We combine deep operational experience, industry best practices, and proven benchmarks to design dashboards that surface what matters most - from utilization and margins to pipeline coverage and revenue predictability. Our dashboards eliminate manual reporting and highlight risks and trends early, giving leaders time to act before performance is impacted.
We take dashboards further with our Executive Companion AI Platform, layering intelligence and scenario planning on top of traditional reporting to transform data into proactive insights - helping leaders not just see what’s happening, but understand what it means and what to do next.
Business Systems Implementation
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.
Our Transaction Services help professional services firms, investors, and advisors navigate the operational side of a deal with confidence. We provide the support needed to reduce risk, validate assumptions, and unlock enterprise value before, during, and after a transaction.
From diligence through post-acquisition integration, we focus on the operational backbone -strengthening systems, improving performance visibility, and helping leadership teams build scalable organizations.
“Form & Function’s AI-Companion is like having a CFO in your pocket.”
Justin Emond
Founder & CEO, Third and Grove
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.