Obsessed with helping leaders drive growth.

We are advisors, operators, and builders.


The Challenge

Growth stalls when organizational complexity outpaces operational control.

Sustainable growth requires systems and processes that scale decision-making - not heroic effort.

Yet many professional services firms run critical parts of the business on disconnected systems and data.

The result is limited visibility into performance and decisions made too late - or on incomplete information.

Our Approach

We diagnose the structural constraints limiting growth and redesign the operating model around the drivers of performance.

We combine strategic advisory, hands-on implementation, and our AI-powered Executive Companion to help firms identify what’s limiting growth and strengthen the systems, processes, and economics that allow them to scale.

Our Purpose

Our purpose is simple: To give leaders the clarity and operating discipline required for scalable growth.

We help leaders operate with confidence, strengthen performance, and build firms that scale smarter and thrive.

“We understand the pressures modern services firms face - we bring hands-on experience to help leaders move forward with confidence.”

Dave Valliere
Founder & CEO, Form & Function Consulting

Leadership Team

  • Dave Valliere is an accomplished executive and board leader with a proven track record of driving growth, building aligned leadership teams, and designing high-performance organizations.

    He served as CEO of Velir Studios, a 250-person digital experience consultancy, for more than a decade. During his tenure, Dave led the firm’s strategic evolution from a technology implementer to a full-service digital agency, drove sustained organic growth, oversaw its 2020 sale to Stella Point Capital, and led the 2023 acquisition of Brooklyn Data Company.

    The combined firm serves 150+ global clients - from Fortune 500 companies to leading nonprofits - helping organizations harness data to accelerate digital transformation, deepen audience engagement, and deliver AI-enabled experiences.

    Previously, as Chief Operating Officer, Dave designed the operational and financial infrastructure that enabled Velir to scale - building disciplined delivery systems, actionable performance insights, and a go-to-market model aligned to profitable growth. He also served on the Board of Directors, contributing to governance, company performance oversight, and long-term growth strategy.

    In addition to founding Form & Function, Dave serves as an Operating Partner at Tonka Bay Equity Partners, sits on the Board of Directors for CAMP Digital, and is a Trustee at MelroseWakefield Hospital, part of the Tufts Medicine health system.

  • 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.

  • 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.

  • Keith Hopper has over 25 years of experience in Strategy, Product and Consulting and has been a part of growing five professional services organizations, including the Digital Services team at NPR, where we built the Product, Editorial and Design functions. Leveraging his deep expertise in human-centered strategy and learning system design, Keith has taught Product Innovation at Harvard Business School, Olin College of Engineering, and on LinkedIn Learning, where more than 100,000 people have taken his course. He's also won awards for his innovative learning systems and was voted Boston's best Mentor by local startup founders.

“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.