OUR STORY
AI Automation + Expert Remote Teams That Eliminate the Work Slowing You Down
We started Forma because growing businesses deserve the same operations infrastructure that large enterprises take for granted, without the enterprise price tag. Here's how we got here.
THE PROBLEM
Every Growing Business Hits the Same Wall
The pattern shows up the same way every time. A business with real momentum, good leadership, a growing client base, a product that works, starts losing ground to its own back office.
Deals slow down because processing can't keep up. The team that should be focused on growth is buried in manual work. And every fix creates a new problem: hire more people and overhead balloons; go cheap on offshore staffing and quality suffers; add another software tool and someone still has to run it.
The real issue was never headcount or software. It was the absence of an operations infrastructure designed for how these businesses actually work.
That gap is why Forma exists.
THE SHIFT
Then AI Changed What Was Possible
We started Forma in 2020 building expert remote teams for businesses in financial services and beyond. The model worked, but every engagement still required people to handle the repetitive, high-volume work that consumed the most time.
When AI automation matured enough to handle real operational complexity, the equation changed. Not in a "replace your team" way. In a "the repetitive work disappears and your people focus on what actually requires judgment" way.
That shift led to three ways Forma works with clients today:
AI Workflow Automation
Custom-built workflows that handle your most time-consuming processes end-to-end, with no headcount required.
Expert Remote Teams
Vetted specialists recruited, trained, and managed by Forma around your specific workflows and tools.
Automation + Remote Teams
The full model. AI handles the repetitive work; expert operators manage the judgment calls, exceptions, and quality control. More scalable than teams alone, more accurate than automation alone.
Most clients start with one and expand to both. The right starting point depends on your operations, which is what every first conversation is about.
THE ARCHITECTURE
Built for Accountability, Not Just Cost Savings
Most outsourcing models optimize for one thing: price. The work goes offshore, the client loses visibility, and quality becomes someone else's problem.
Forma is built differently. Every engagement is led by a US-based team that owns the strategy, designs the workflows, and stays accountable for results. Global delivery isn't the product. It's how we make the economics work without compromising the standard of work.
You get a single point of accountability. We handle everything behind it.
I started Forma because I had been on your side of the table. Twenty years of building and running operations teams taught me that the gap between how large enterprises operate and how growing businesses operate isn't a talent gap. It's an infrastructure gap.
The solutions that existed were either too expensive, too risky, or built for companies ten times your size. Growing businesses deserve better than that. That's been the whole point from day one.
What's changed is what's now possible. AI automation has made it faster and more cost-effective to build that infrastructure than it has ever been. Forma exists to deliver it.
Kini Akaka, Founder, Forma Consultants
WHAT WE BELIEVE
A Few Things We Won't Compromise On
AI and human expertise aren't competing. They're a system.
The question is never "automate or hire." Knowing which work belongs to each and building the infrastructure that connects them is the actual job. It's why we offer automation, expert remote teams, and a combined model that brings both together.
Great operations shouldn't be an enterprise privilege.
Growing businesses compete against companies with 10x the back-office resources. Forma's model closes that gap without the enterprise price tag.
Your operations should outlast any one person.
We build documented, repeatable systems. When people change, on your team or ours, the work doesn't skip a beat.
GET STARTED
See What We'd Build for You
Every engagement starts with a direct conversation about your workflows and where your team is losing time. No pitch deck. No generic demo.
Or reach us directly: hello@formaconsultants.com · (213) 375-5982