The core challenges holding firms back.

As leaders are confronted with this changing landscape, and working to adjust their businesses to respond, they are faced with a number of core challenges. Many of these challenges are not new, just the pace of change and client expectations is making them more acute.

• Fragmented visibility across systems: Siloed data within your finance, resourcing, sales, and other operational platforms leads to slow reporting, aging information, and sometimes conflicting numbers. Without a unified operational backbone, leaders spend more time reconciling information than leading their organization.

• Unpredictable demand, utilization, and margin pressure: Utilization swings, pricing pressure, scope creep, and rising talent costs create a perfect storm. Many firms deliver great work but still struggle to translate that effort into healthy, predictable margins.

• Skills gaps on teams: Shortages of experienced delivery talent is exasperated by new skills requirements around AI, data, and workflow automation, leading to burnout and overextended teams. Growth exposes cracks within the teams, causing an overreliance on hero performers. These pressures ripple into delivery quality, employee engagement, and even profitability.

• Slow, manual decision-making: A monthly view of last-month’s performance and stale forecasts slows the decision-making process at exactly the time that leaders are under pressure to learn and adjust their strategies.

In the face of these challenges, modern firms don’t just need unified data and new reports, they need intelligence - insights based on integrated data that is real-time, predictive, context-aware, and actionable. And they need the ability to ask, “What happens if we make this decision?” and receive a quick, data-driven answer. Modern leaders are being asked to scenario plan on a variety of variables more quickly than ever before.

Herein lies the reason that we built our AI-Powered Executive Companion.

Meet the AI-Powered Executive Companion: Your On-Demand Analyst, Strategist, and Scenario-Modeler

The AI-Powered Executive Companion enables leaders to leverage their operational data as an asset for improving how their business responds to the changing landscape - from how they price and package services, to how they build teams and deploy resources.

What the Executive Companion offers leaders:

• Answers to operational questions instantly without digging through spreadsheets or disparate reports

• Acts as an early-warning system to proactively surfaces trends and risks

• Supports resourcing, utilization, and capacity decisions while also providing impact on margins

• Provides on-demand reporting without waiting for an analyst or a new dashboard

• Helps leaders model strategic scenarios in seconds rather than days or weeks

One of the most powerful capabilities is the ability to run “what-if” scenarios across your integrated operational data. Leaders can now explore questions like:

• What if we hire three more designers next quarter?

• What if utilization drops by 5%?

• What if our win rate improves by 10%?

• What if we accelerate backlog conversion?

• What if we shift from contractors to FTEs?

Instead of manually building and rebuilding spreadsheets, the Executive Companion shows impact on revenue, pipeline, utilizations, capacity, margin, allowing decisions to be guided by integrated and up-to-date data, modeled in real-time.

From when we launched Form + Function, our vision has been to help professional services firms rise above the operational challenges that slow them down - fragmented data, unpredictable margins, resource constraints, and slow, manual decision cycles. We set out to build connected, intelligent, and predictive systems that turn operations from a constraint into a true catalyst for growth.

Our new Executive Companion is the realization of that vision. Sitting on top of your unified operational data model, it becomes an always available partner to executive teams, instantly analyzing performance, surfacing risks, and modeling what-if scenarios in real time. It gives leaders the ability to explore the impact of decisions before they make them, understand their business with unprecedented clarity, and respond to today’s challenges with confidence, speed, and precision.