You don’t need another dashboard. You need real-time data and sharper insights. We architect smarter ways of working to unlock growth.
We improve how people, processes, and systems work together, then bring it to life with modern tools and connected data.
How we do it:
Advisory + Enablement
We’re seasoned operators with decades of experience improving services businesses.
Unified Data + AI-Powered Reporting & Analysis
Our AI Executive Companion monitors and analyzes key metrics so decisions can be made with greater confidence.
People & Change Support
We provide coaching and change management to help leaders embed new habits, improve operational discipline, and sustain long-term results.
Continuous Improvement
We offer continuous support, quarterly reviews, and ongoing recommendations - keeping your operational backbone aligned with your goals.
Our Services
Advisory & Operations Consulting
Ops Strategy & Performance Advisory. We guide leadership teams in setting operational strategy, interpreting performance metrics, and building the management discipline needed to run the business with clarity and confidence.
COO-as-a-Service. Senior operational expertise without the full-time hire. We offer part-time support to help teams analyze metrics, identify trends, and turn insights into action.
Business Operations Assessment. We review current systems and processes to evaluate how your firm supports growth, delivers work, and measures performance - providing clear, actionable recommendations that improve your operations.
Workflow Optimization. We analyze and rebuild core workflows across sales, delivery, and operations to eliminate unnecessary steps, integrate systems, and create a more efficient, scalable operating model.
Budgeting & Forecasting Support. The annual budget is not just a way of capturing expenses, it is an articulation of the company strategy and a way to quantify intended outcomes. From revenue phasing and investments to drive growth, we help you develop and track your plan.
Intelligent Operational Dashboards
Great dashboards turn fragmented data into a real-time, actionable view of performance. In a business where people, time, and projects are the product, leaders need clear visibility to make fast, confident decisions.
We combine deep operational experience, industry best practices, and proven benchmarks to build on-demand dashboards that deliver:
Visibility into Key Performance Drivers: A single source of truth for utilization, margins, pipeline coverage, and revenue - eliminating the need to stitch together spreadsheets and siloed reports.
Early Warnings: Flag risks and unfavorable trends early - from utilization dips to forecast gaps - so leaders can act before performance is affected.
Forecast Intelligence: Unified insights across sales, resources, and project data that reveal revenue trends, capacity gaps, and performance inflection points.
We take dashboards further with our Executive Companion AI Platform that layers intelligence on top of traditional reporting - transforming data into proactive insights.
Business Systems Implementation
Our team assists yours to identify the right platforms for supporting your growth, improving delivery, and tracking performance. In partnership with your team, we develop roadmaps to replace disconnected tools and processes with modern Professional Services Automation (PSA) platforms.
If it’s not the right time to move to new systems, we can help you get more out of your existing tools by unifying data and improving workflows.
Form + Function is a proud Kantata Approved Advisor Partner, enabling us to support clients with one of the industry’s leading Professional Services Automation platforms.
Our capabilities include:
Assessments, Strategy & Roadmaps
Systems Architecture
Professional Services Automation Platform Implementation.
Transaction Support
We help services firms, investors, and advisors navigate the operational side of a transaction with confidence. Our Transaction Support services provide the insights, readiness, and execution needed to protect and grow enterprise value before, during, and after a deal.
Commercial Diligence Support. We assess the operational backbone of target firms - analyzing delivery efficiency, margin health, forecasting accuracy, and systems maturity to identify value-creation opportunities, ability to scale, and hidden risks. Our operational insights help investors validate assumptions, quantify upside, and enter deals with confidence.
Pre-Transaction Readiness & Optimization. We prepare firms for sale or investment by tightening reporting, improving margins, strengthening systems, and resolving operational gaps before they surface in diligence.
Post-Acquisition Integration Roadmap. Post-investment, we work alongside management teams and Boards to design and execute operational improvement plans that drive measurable results. From integrating acquisitions and improving reporting to optimizing margins and scalability, we help leadership teams build the structures and systems that unlock growth.
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 are eager to explore how we can collaborate with you and help you achieve your goals.