How We Work
Quarterly cycles, each ending in a decision you make. Here's exactly how.
The Engagement Model
Three phases, one quarterly rhythm.
Discover
Who's involved
- Operations leaders with visibility across the system
- Department leads in the areas with the most friction
- FBCs or multi-unit operators who can represent the franchisee perspective
- The executive sponsor who will make the go/no-go decision for Phase 02
What happens
Over one quarterly cycle, we work through your franchise system - the data and the operations behind it - to find where AI creates the most impact and unify what's needed to build it. Opportunities are ranked by impact and what it takes to deliver them, so you have a clear basis for deciding where to start.
What you get
An Opportunity Map: a prioritized view of AI opportunities specific to your system, with a recommendation for which one is worth pursuing first and why. Yours regardless of what you decide next.
Shape
Who's involved
- The primary users of the AI solution who can test against real workflows
- An executive sponsor who can make decisions and remove internal blockers
- FBCs or franchisee representatives from pilot locations
What happens
Over one to two quarterly cycles, the AI solution is built and refined against success criteria set at the start of this phase - tested against how your franchise actually runs before it reaches a single location.
What you get
An AI solution validated against the criteria you set upfront, specific to your operational reality and ready for its first locations.
Expand
Who's involved
- Franchise Business Consultants who manage franchisee relationships
- Multi-unit operators whose early adoption influences the rest of the system
- Franchisee advisory council representatives, where applicable
- The franchisor's operations and training teams
What happens
Rollout happens in waves - each one informing the next, on the same quarterly cadence as Discover and Shape. Pace is set by your organization's readiness, and every wave still ends in a decision, not an assumption that it continues.
What you get
AI running across your system, operated on our side for as long as you're a client. Nothing for your team to manage or maintain.
Our Technical Foundation
One technical foundation, every engagement.
The deliverable might be a recommendation, an integration, or a custom solution. What's underneath doesn't change.
FAQ
Common questions.
What to expect from working with us.
What does our team need to do?
Your team works alongside BeForm throughout - testing the AI solution against real workflows, giving feedback, and making decisions when direction needs to change. This isn't a hands-off engagement. The quality of what gets built depends on active participation from the people who know your system best.
Does this replace our existing tools and systems?
No. BeForm is the intelligence layer that sits on top of the data your operations already generate - no changes to your existing systems required.
What if we complete Discover and decide not to proceed?
The output is yours. No obligation to continue, no follow-up pressure. If the recommendation doesn't make sense for where your organization is right now, you walk away with a clear picture of where AI creates the most impact in your system - which has value on its own.
How is this different from working with a strategy consulting firm?
Strategy consultants tell you what to prioritize. We build the AI that does it, inside the systems you already run, and keep it operating once it's live - different jobs, and often a good next step together.
Get Started
Is BeForm the right fit for where you are?
If the three-phase model fits where your organization is right now, a short intake conversation is the next step.