ABOUT FORM + FUNCTION
We are advisors, operators, and builders.
The Challenge
Professional services firms, from agencies and consultancies to IT implementation partners, often run the business on disconnected systems and data. Pipeline management, resource planning, forecasting, and performance tracking live in separate tools and spreadsheets, creating silos, inefficiencies, and blind spots.
The result: an incomplete view of performance and decisions made too late or on the wrong data.
Our Approach
At Form + Function, we strengthen what we call the Operational Backbone - the systems and processes that shape how firms win work, deliver projects, manage resources, and measure results. A strong backbone removes friction, delivers real-time visibility, and enables leaders to scale confidently, improve margins, and deliver consistent client value.
We combine strategic advisory, hands-on implementation, and our AI-Powered Executive Companion to help firms build connected, intelligent, and predictive operations. Our approach unifies people, process, and technology while giving leaders on-demand insight, automated reporting, and powerful scenario-planning capabilities.
This ensures smarter ways of working aren’t just designed, they’re embedded, operationalized, and continuously strengthened with AI-driven intelligence.
We believe operational clarity is one of the greatest levers for growth. With decades of experience building and scaling services organizations, we know how to turn visibility, discipline, and insight into measurable results.
Every recommendation we make is designed to achieve goals, improve operations, and unlock growth.
Our Purpose
Our purpose is simple: To transform operations from a constraint into a catalyst for growth.
We help leaders operate with confidence, strengthen performance, and build firms that scale smarter and thrive.
“Form Follows Function”
The phrase “form follows function” was coined by architect Louis Sullivan, meaning design should always serve purpose. At Form + Function Consulting, we apply this principle to business: solutions must drive outcomes, not just look good on paper.
Our Leaders
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Dave Valliere
FOUNDER / CEO
Dave Valliere is an accomplished executive and board leader with a track record of driving growth, aligning teams, and fostering high-performance cultures.
Dave was the CEO of Velir Studios, a 250-person digital experience consultancy, for over 10 years. He guided the firm’s strategic direction, leading both organic and inorganic growth strategies - including transforming the firm from a technology implementer into a full-service digital agency, its 2020 sale to Stella Point Capital, and 2023 acquisition of Brooklyn Data Company.
The combined firm serves 150+ global clients - from Fortune 500s to leading nonprofits - helping them harness data to accelerate digital transformation, deepen audience engagement, and create AI-enabled experiences.
Before being named CEO, Dave was Velir’s Chief Operating Officer, where he was responsible for designing a scalable organization focused on exceptional delivery. In this role, he envisioned the operational and financial systems to provide actionable insights into the performance of the business, and shaped its go-to-market model.
Dave also served on the Board of Directors, leading governance, company performance reviews, and growth strategy discussions.
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Charles Spellman
PARTNER
Charles Spellman is an experienced management, operations, and digital transformation consultant, with nearly 20 years of experience assisting leaders in driving lasting change. Combining backgrounds in technology and data with strong collaboration and change management skillset, Charles delivers a unified theory of change to organizations struggling with operational bottlenecks that are hindering growth and profitability.
Charles played multiple roles at the executive level for Velir for the past 15 years, including leading and growing the technical analyst team, managing a portfolio of clients in the Client Services team, and playing a critical role as lead strategist in the Strategy team. Throughout this time, Charles worked with leaders across Velir to build and grow the core operational processes that set the foundation for growth - including revenue recognition and forecasting, to resourcing, development workflow, estimation, project management, and more.
Prior to Velir, Charles was a management consultant with Sapient.
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Adam Ribaudo
PARTNER
Adam Ribaudo is a data and analytics leader with 15 years of experience transforming customer data into actionable insights and strategic outcomes. He has guided product and marketing teams in deploying effective tools and processes that drive measurable performance.
Prior to Form & Function, Adam was a Vice President at Velir where he built the firm's data practice from the ground up, nurturing it into a key revenue-contributing division. Leading as both VP of Data Activation and later VP of Behavioral Analytics, he guided the strategy and implementation of advanced analytics solutions—including CDPs and cloud data warehouses—to help clients activate their data for measurable growth.
Prior to Velir, Adam founded and ran for over 5 years, the consultancy Noise to Signal. As principal, he specialized in rapidly integrating into diverse client environments, working with executive leadership to rationalize complex data ecosystems and design bespoke systems that accelerated marketing and product efforts.