Forma Operations provides executive-level operational design and fractional COO support — powered by AI. From solo entrepreneurs to growing teams, we deliver the expertise you need at a fraction of traditional consulting costs.
Our clients gain clarity, structure, and systems that scale, at a fraction of traditional consulting costs. The advancement of AI and technology has fundamentally changed what's possible—what once required a team of specialists can now be accomplished more efficiently and effectively.
Instead of hiring a full-time COO, operations manager, financial analyst, and process consultant, you get all of that expertise in one streamlined engagement—powered by AI automation and modern systems that work 24/7.
Hire multiple full-time specialists: COO ($200K+), Operations Manager ($100K+), Analysts ($80K+ each)
AI-powered fractional expertise with automated systems, intelligent workflows, and strategic oversight
Get the same strategic value and operational excellence without the overhead of a full team.
You might often be advised that operations can wait until later. The truth is, it can't. But when it comes to where you put your dollars, you might have to choose.
Everyone knows that the best companies are powered by strong operations. The difference between thriving and just surviving often comes down to operational excellence.
Think of us as your solution
You don't have to choose between operational excellence and staying within budget. With Forma Advisory, you get both.
Executive-level operational expertise tailored to your business needs, from fractional leadership to strategic execution.
Executive-level operational strategy and oversight on a part-time basis. Translates founder vision into scalable systems, processes, and priorities.
Builds internal frameworks for efficiency, accountability, and communication. Defines org charts, reporting lines, and cross-functional workflows.
Leads annual and quarterly business planning cycles. Establishes KPIs and operational scorecards to track progress and ensure strategy execution.
Designs financial systems that link budgets to operational goals. Oversees cash flow management, forecasting, and reporting structure.
Creates hiring frameworks, onboarding processes, and performance systems. Shapes operational culture that balances accountability with empathy.
Audits workflows to eliminate bottlenecks and redundancies. Implements tools and automations to streamline daily operations and enable sustainable growth.
Leads high-impact initiatives such as reorganizations, M&A integrations, or new product launches. Provides interim leadership during operational change.
From agreement templates to labor disputes and general contract negotiations. Ensures your business operates within legal frameworks while protecting your interests.
Where analytical precision meets empathy—building operational frameworks that empower people, not just processes.
Founder, Forma Advisory
Angela Palala Whyman is the founder of Forma Advisory, a fractional operations and strategy consultancy that helps growing organizations turn vision into structure.
With over 15 years of experience leading operations, finance, and organizational strategy across creative agencies, startups, and private family offices, Angela has built a career at the intersection of structure and innovation. She is known as a trusted partner to CEOs and founders—translating big ideas into systems that scale.
Her experience spans every layer of operational leadership: managing multimillion-dollar scopes of work, designing company-wide systems for HR and finance, and guiding executive teams through growth and transformation.
Angela's approach blends analytical precision with empathy—building operational frameworks that empower people, not just processes.
Forma Advisory's team brings additional depth and perspective. It includes a seasoned entrepreneur with multiple successful exits and a CPA who genuinely loves numbers—together providing clients with a rare balance of creative strategy, financial discipline, and operational expertise.
Bringing executive-level partnership to small and midsize organizations ready to evolve beyond the startup stage.
"Through strategic planning, system design, and hands-on implementation, Forma helps businesses find clarity, sustainability, and confidence in how they operate."
We combine cutting-edge AI technology with practical, common-sense thinking to deliver operational excellence efficiently. Our AI-powered approach means you get faster insights, automated workflows, and continuous optimization—all while maintaining the human judgment that makes solutions actually work.
We use AI-powered analysis to quickly identify inefficiencies, bottlenecks, and opportunities in your current processes.
We craft practical solutions that leverage AI automation and modern tools to do the work of multiple team members.
We deploy intelligent systems that continuously improve and scale with your business, from 1 to 100+ team members.
Let's discuss how we can help your business operate more efficiently, whether you're just starting out or scaling up.
Engagements start at $2,500/month