We help leaders craft deep strategies and discover the most efficient path to success. With our help, clients become more agile, resilient and connected – bringing great ideas to fruition with brilliant results. From start-ups to the Fortune 50, business leaders rely on Forum Solutions to help them form and realize their strategies.



Forum Solutions offers expertise and proven methodologies to optimize your time, money and people.

What We Offer →


Our varied industry knowledge enables us to bring fresh perspectives and deliver brilliant results.

Who We Serve →

Client Results

We genuinely care about our clients, taking great pride in achieving difficult outcomes while building long-term relationships.

What Clients Are Saying →

Whether you need a thought partner, interim leader or the complete outsourcing of an initiative, Forum Solutions offers expertise and proven methodologies to optimize your time, money and people. We bring the right skills and expertise to every engagement because one size does not fit all.


Strategy Development

A sound strategy guides downstream decisions: how you allocate funds, people and time. Forum Solutions helps companies shape their future and build new growth strategies focused on value.  Our methodology links practical strategies to every employee – empowering them to execute. We work with teams across all levels of the organization to capture the nuances of your company culture in the process, because strategy is only valuable when it is realized.

Branding & Go-To-Market

We help clients align strategy with branding and go-to-market efforts to reinforce the brand and increase return on investment. We help you craft your brand strategy, develop new brands and brand expression across all media and channels to drive customer advocacy and loyalty. We have extensive experience in managing complex global branding programs across multiple markets and with cross-functional, multi-agency teams.

Customer Experience

A superb customer experience is a key differentiator that creates competitive advantage. Forum helps clients understand the customer experience and design and implement strategies to increase customer satisfaction, loyalty and advocacy. These strategies not only keep customers coming back, but also reduce cost, increase revenue and increase employee satisfaction.

Interim Leadership (Exec, Director, Manager)

Forum leaders have experience in both start-up and large enterprise environments. We step into any team situation, quickly assess dynamics and provide tell-it-straight, objective advice. We work with owners and boards to address unique and delicate situations. We can help you run the organization, determine the skill sets for the role, recruit and transition to full time employees.

Mergers, Acquisitions, Divestitures

We provide confirmatory due-diligence, governance and decision-making models, craft plans of record and lead the integration or divestiture.  Our eye for detail across the enterprise helps clients understand and address the challenges that can derail extracting the full potential from a merger or divestiture.


Organizational Design & Development

Forum Solutions partners with you to align your organization and operating model to deliver on your company's strategic priorities. This includes defining the organizational structure, outlining decision-making and governance models, crafting talent management and leadership development strategies and guiding teams through the critical aspects of change.

Operations & Process Optimization

We help you achieve operational excellence in critical business processes and improve time to market, service and costs. We begin with the customer in mind and work back to deliver better outcomes with lower cost and higher quality along the way. We work across organizational lines to engage all functional areas impacted by the process - reducing inefficiency, eliminating waste and ensuring the best outcome for the business.

Program & Project Leadership

The nature of work today often includes virtual teams organized around enterprise-wide initiatives. We analyze, organize and lead these initiatives as a leader of your team. We communicate up, down and across the organization to make meaningful progress and hold the team accountable.

Forum brings extensive experience across multiple industries - which enables us to bring fresh perspectives and deliver brilliant results. We bring practical, real-world experience to help our clients create innovative solutions in the following industries:




Financial Services



Media & Entertainment

Retail & Consumer Products




We genuinely care about our clients and how we deliver, taking great pride in achieving difficult outcomes while building long-term relationships. We are proud that the majority of our work is with repeat clients and their referrals to other colleagues, which is a testament to the value Forum Solutions delivers.


Selected Engagements Include:

Strategy Development

Specialty Healthcare Provider. The implementation of the Affordable Care Act means that healthcare providers need new ways to demonstrate their value with new business models. For this client, we developed new strategies to address the effects of the Affordable Care Act on local marketplaces, helping the client prioritize growth opportunities and align their executive team for implementation.

Healthcare Payer. In business for nearly 30 years, this client was facing key changes in market dynamics that had the risk of adversely impacting their business model. We partnered with the CEO and COO to craft a strategy and detailed implementation plan, including cascading the strategy to each employee so they could everyone could fully help realize the company strategy - which resulted in a measurable increase in profitability.

Branding & Go-To-Market

Specialty Healthcare Provider. With the implementation of the Affordable Care Act, our client needed to better understand market dynamics and perception of them as a provider, business opportunities, key differentiators and potential threats. We developed a go-to-market strategy with market insights, prioritized target market segmentation and created an implementation plan that included quick wins to help the client realize immediate value.

Interim Leadership (Executive, Director, Manager)

Interim COO, Software as a Service (SaaS) start-up. limeade, a SaaS Health and Wellness start-up was growing quickly with processes that were not fully mature and rapidly evolving. As an interim member of the executive team, we helped limeade position themselves to rapidly scale their business. This included stronger discipline and metrics to manage processes across all business functions, from marketing and sales to after market support. We consolidated several individual initiatives into one holistic, coordinated program and got “hands-on” to assess individual business processes across the company, prioritizing and implementing improvement opportunities.

Forum started and ended with the customer in mind (YES!), jumped in as new needs arose, advised on strategic issues, brought a fresh and mature perspective, and fit right in to our (IMO great) culture. Forever grateful!
— Henry Albrecht, CEO, limeade

Interim CEO, National Non-Profit. During a leadership transition, Forum stepped in and partnered with the National Board of Trustees to design and implement strategic goals and objectives. We cultivated relationships with all relevant stakeholders: board, staff, volunteers, community- and corporate-partners, funders and government officials. We managed the organization’s financial resources and and oversaw the design, marketing, promotion, execution and quality of the Foundation’s programs and services. With the best interest of the client in mind, we helped identify our replacement and seamlessly transitioned to the new CEO - enabling this non-profit to focus on changing the world and saving lives.

Organizational Design & Development

Healthcare Payer. With a new strategy in place, our client needed to align the organization to fully realize the benefits of the strategy. Forum helped this client define a new organization model, assess capabilities of the team, worked with the client to identify its high potential leaders and implemented the re-organization effort. We defined new decision-making methods and carefully energized the team through the change process, dispelling anxiety common to organizational shifts. The result ignited the key action nodes in the company, drove the business forward and is helping them realize company strategies.

Operations & Process Optimization

Higher Educational Institution. This client was facing inefficiencies and high cost related to its dated Human Resources technology. Moving Human Resources processes to the cloud is an opportunity to improve user experience, streamline processes and reduce IT costs. However, the widely distributed nature of HR in a multi-department educational institution is also a challenge that requires big program deployment experience and insight. Forum provided advice on program quality to executive sponsors on an enterprise-wide cloud-based Workday implementation for a large educational institution, identifying opportunities for improvement.

Program & Project Leadership

International Transportation Company. Our client was faced with a competitive market opportunity to significantly save energy and fuel costs and looked to Forum to help them integrate technology into over the road transportation. We worked quickly to help deliver a new and complex capability to market, leading the program to integrate the on-board technology with the back-end IT systems. With our help, the client delivered the capability and the necessary updates to support the deployment on schedule - helping their customers save millions in operating expense.


Client Case Studies: