Implementing A Successful Routine Maintenance Program: A Guide For Business Leaders 

As a business owner, you must understand the importance of keeping your company’s assets in good condition, which is always a good idea. This ensures business operations run smoothly, reduces downtime, and maximizes profitability.  

Think of your business as a well-oiled machine, where each component plays an essential role in keeping everything running. Your equipment, buildings, and infrastructure need ongoing care to perform their best. Neglecting routine maintenance tasks can result in expensive repairs, safety risks, and other problems that can cut into your profits.  

This guide aims to simplify the setup of a successful maintenance plan. Read on for practical strategies that’ll help you implement a successful routine maintenance program that fits your business goals! 

Assess Your Current Maintenance Needs 

Before diving into a routine maintenance program, take a step back and assess the existing setup. Create a comprehensive inventory of all existing equipment, systems, and facilities. Note their age, condition, and specific routine maintenance requirements outlined by the manufacturers.  

Remember to factor in the unique needs of your business environment. For instance, a manufacturing plant in a coastal area may require more regular maintenance because of the corrosive properties of saltwater. On the contrary, a retail store in an urban area may need responsive maintenance procedures due to high foot traffic and wear and tear.  

Having a clear picture of the exact nature of your maintenance needs will help you develop a tailored routine maintenance plan that caters to the explicit requirements of your assets. This will add to the length of the equipment’s life and decrease the chances of sudden breakdowns and expensive repairs, saving time and money in the long run.  

Set Clear Maintenance Objectives 

Once you have your maintenance checklist, the next step is to establish clear objectives for your routine maintenance plan. Align these objectives with your overall organizational goals to ensure that your efforts contribute to your company’s success.  

For example, if your primary business goal is to minimize equipment failure and optimize production, then your maintenance objectives should focus on ensuring that your machines are running smoothly. On the contrary, if the most crucial factor is cost-efficiency, then most of your routine maintenance objectives are going to revolve around reducing the repair cost and how your assets will stay longer in operation without breaking down. 

Clear and well-defined objectives provide direction for your routine maintenance activities and serve as a benchmark for measuring their effectiveness over time. As reliability in maintenance is a critical factor in achieving these objectives, it’s crucial to monitor and adjust your strategies depending on performance outcomes.  

Consider revisiting and refining these objectives as your business evolves to ensure they continuously align with your ever-changing needs and priorities. This helps maintain operational excellence and fosters a culture of continuous improvement in routine maintenance activities.  

Develop A Maintenance Schedule 

Maintenance planning and scheduling are essential to the success of your routine maintenance strategy. Your maintenance schedule should outline the necessary routine tasks, including routine inspections, cleaning, lubrication, repairs, and replacements for every asset you manage. To set the frequency of each routine task, refer to the manufacturer’s guidelines and industry best practices.  

Ensure you stick to these recommended maintenance intervals to prevent premature equipment failure, maintain safety equipment standards, and avoid costly downtimes. To streamline this process, consider using maintenance management software. These tools automate maintenance schedules, generate work orders and send reminders to ensure you don’t overlook any tasks.  

With well-structured maintenance schedules, you create a centralized platform that tracks all maintenance activities. It provides a complete overview of your assets’ health. This data-driven approach allows you to address potential issues before they escalate, minimizing disruptions and ensuring your equipment is in good operating condition.  

Implement An Effective Preventive Maintenance Strategy

Embracing preventive maintenance is also crucial for achieving operational excellence. This strategy involves taking deliberate steps to prevent equipment failure before it occurs. Regular inspections and servicing form the foundation of preventative maintenance, allowing your team to identify and rectify minor issues before they escalate.

However, preventive maintenance goes beyond regular check-ups. You’ll also need advanced techniques, such as:

  • Vibration analysis to detect imbalances in rotating machinery
  • Thermal imaging to identify potential hotspots or electrical faults
  • Oil analysis to reveal signs of wear or contamination in lubricated systems

Embracing these predictive maintenance methods enables you to anticipate potential equipment failures and schedule maintenance. It enhances operational efficiency, demonstrates commitment to quality, and fosters trust with customers and stakeholders.

Train Your Maintenance Team  

While a comprehensive maintenance schedule and robust tracking system are critical components of effective routine maintenance tasks, the secret to success lies in your team’s knowledge and expertise. Regular personnel training and educational opportunities are investments in the longevity and efficiency of your business operations. 

For instance, your machine operators may overlook subtle warning signs or fail to follow specific safety procedures during routine machine servicing if they don’t have proper training. However, by providing thorough training on preventative maintenance guidelines and safety protocols, you empower your machine operators to approach each task with confidence and precision. 

Also, ensure there’s open and candid communication and feedback from your team members. They may have priceless insights into the performance of your maintenance program as they work with the equipment daily. Their feedback will help you to maximize your maintenance program. 

Conclusion 

Implementing a successful routine maintenance program is crucial for the long-term health and longevity of your business assets. The strategies discussed above will help you establish a proactive approach to facility maintenance, minimizing the risk of costly breakdowns, maximizing operational efficiency, and cultivating a culture of preventive care within your organization. 

Remember, a well-executed maintenance program is an ongoing journey of continuous improvement. Assess and refine your processes on a regular basis and encourage an open-sharing culture to ensure your program remains aligned with your evolving business needs. 

CFO Chief Financial Officer written on a wooden cube in front of a laptop

MinIO Hires Mark Khavkin As Its Chief Financial Officer

Khavkin brings 15+ years of experience in the SaaS industry to lead company’s financial strategy as object storage becomes the dominant storage in the world of AI 

MinIO, the leader in high-performance object storage for AI, announced the hiring of Mark Khavkin as its Chief Financial Officer (CFO). Khavkin brings more than 15 years of experience, most recently serving as the CFO of Pantheon Systems, where he helped lead the company through transformative growth. In his role as CFO at MinIO, Khavkin will be focused on creating the operational and financial foundation for MinIO’s growth and innovation goals.

“Object storage is foundational for AI infrastructure in the public and private clouds and MinIO is widely considered the standard on-prem or in the colocation for these workloads,” said Mark Khavkin, CFO, MinIO. “With product market fit firmly established, it is about scaling the company financially and operationally to meet the requirements of our enterprise customer base. I look forward to leading the company’s financial strategy as we grow and take advantage of the market opportunities presented by the revolution in large scale AI data infrastructure.”

During his time with Pantheon Systems, Khavkin helped lead the company’s growth from $10M to more than $100M in ARR, with an associated increase in valuation to over $1B. His work on corporate strategy included identifying target market segments and associated Go-To-Market investment allocation as well as overhauling the platform’s pricing and packaging to introduce differentiated monetization levers. Additionally, Khavkin led two rounds of fundraising and spearheaded key acquisitions, such as that of StagingPilot, which became a key pillar in Pantheon’s roadmap for category creation.

“Mark brings deep financial and operational understanding as well as a proven track record of  helping lead companies through transformative growth periods,” said Garima Kapoor, Co-founder & CO-CEO, MinIO. “His breadth of knowledge and experience developing and implementing growth strategies for technology companies will be critical as MinIO enters its next phase of growth. Mark’s track record of building strategic relationships, with both customers, partners and investors will ensure MinIO capitalizes on our leadership position.”

Founded in 2014, MinIO revolutionized the storage industry in 2016 by creating the first multi-cloud object store. MinIO’s S3 API-compatible software runs everywhere, from the public cloud (AWS, GCP, Azure, IBM), private cloud (VMWare, SUSE Rancher, OpenShift, Ezmeral), bare metal and the edge. Truly software-defined and cloud-native MinIO can run on any hardware and alongside any other cloud-native application. With the industry leading performance and proven exascale, MinIO is in use by many of the leading AI solutions from vector databases to products such as Kubeflow.

To learn more about MinIO’s work in the AI space, visit min.io/solutions/object-storage-for-ai.

Professional women only, portrait and diversity in office teamwork

Forbes Women Are Closing The Gap: More Forbes Women Are Reaching Directorship Level Than Forbes Men

  • 36% more Forbes women have reached directorship level than their male counterparts, and 6% more are founders and CEOs of their own companies.
  • Twice as many Forbes women are board members as Forbes men.
  • Forbes women are making a greater contribution to the UK’s employment pool – 31% of Forbes women employ between 10 to 50 people, compared to just 18% of Forbes men.

Joining the ranks of Forbes’ acclaimed 30 Under 30 list is no mean feat. In fact, the media group receives over 20,000 nominations for the award every year. Now new research by comparison website University Compare has revealed some of the biggest career and educational trends of UK winners.

Researchers used data extraction techniques to scrape the LinkedIn profiles of almost 500 UK winners, before anonymising and analysing the data to identify key insights for aspiring young professionals.

The research has found that British women are closing the gap on their male counterparts, moving the needle on important professional and academic trends, including the number of Forbes women in leadership roles.

More women in the UK’s Forbes 30 Under 30 are directors than men

University Compare’s research shows that more female winners of the Forbes 30 under 30 are reaching directorship level than their male counterparts. Today, 36% more Forbes women are directors and 6% more are founders and CEOs.

The research also found that Forbes women are twice as likely to be board members than Forbes men. Forbes women often employ larger workforces, too, with 31% of Forbes women employing between 10 to 50 people in comparison to just 18% of Forbes men.

Most of the UK’s Forbes 30 Under 30 studied business at university

Forbes men and women studied the same top five degrees at university. The most common were business (13.9%), engineering (13.7%) and computer science (13.4%), followed by finance (11.9%) and management (9.3%). Among the least common degrees were dance, equine studies and aviation.

The research also found that while similar proportions of Forbes men and women complete a Master’s degree, Forbes women spend longer in further education, with 23% more completing a doctorate.

The top 10 universities attended by the UK’s Forbes 30 Under 30 are:

https://public.flourish.studio/visualisation/16957495/

Most of the UK’s Forbes 30 Under 30 work in computer software

The most popular industry for Forbes winners (both male and female) is computer software (12.2%). For men, the next most common industry is financial services (7.2%), and for women it’s marketing and advertising (7.5%). The least common industries are venture capital (0.8%), health and fitness (0.8%) and education (0.6%). Interestingly, only 59% of those on the Forbes UK list studied a subject at university that directly informed their subsequent careers.

Forbes women have more LinkedIn followers on average

In terms of recognition from fellow working professionals, Forbes winners have roughly 5,600 LinkedIn connections on average, 10 times more than most users on the platform. Forbes women also build more connections with their peers, garnering over 1,600 more followers on average than Forbes men.

Owen O’Neill, founder of University Compare, said:

“With more women taking leadership roles within traditionally male-dominated spaces, we feel this is not only testement to the individuals’ hard work but also the increased accessibility within the workplace and further education for women.

At Uni Compare, we believe higher education offers aspiring young professionals a platform to grow in confidence and develop the tenacious spirit needed for a successful career.”

Businessman and businesswoman shaking hands above desk

DAI Magister Appoints Steve Bachmann as Head of US and Co-Head of Europe

Splitting his time between the US and European markets, Bachmann is responsible for driving the company’s continued growth in both regions

DAI Magister, a boutique investment bank, has announced the appointment of Steve Bachmann as Head of US and Co-Head of Europe. Bachmann brings over 30 years of experience in software-driven M&A advisory services to the role, leading more than 100 M&A or investment transactions in the process.

Prior to joining DAI Magister, Bachmann was a Managing Director at Atlas Technology Group, where he worked for almost a decade, providing M&A and capital-raising services to software companies. 

Bachmann also launched and managed Broadview’s London office, which he grew to a third of the company’s total revenue. Subsequently, he returned to the US and founded Broadview Capital Partners, a $250m late-stage venture fund, where he was a General Partner. 

Bachmann said: “I’m thrilled to have joined a company that is intent on driving innovation across a range of pivotal sectors, from climate tech to deep tech to fintech. By enabling access to capital for start-ups and growth stage companies through both M&A and capital-raising advisory services, I hope to support DAI Magister’s mission to expand the reach and impact of organisations that are accelerating the speed of global technological growth.

“The US and Europe are mature markets, but there’s still significant volumes of untapped potential in each region. I’m confident that we can expand DAI Magister’s presence in both areas by building relationships between founders, investors and future strategic acquirors, ensuring that pioneering tech solutions receive the attention they deserve in the process.

“The knowledge I have accrued over three decades in the M&A advisory space will equip me with the skills needed to facilitate DAI Magister’s continued growth. With the volume of M&A deals rebounding in the first quarter of the year, this is the perfect time to begin this role and start exploring the possibility of strategic exits for new and existing clients.”

Victor Basta, CEO of DAI Magister, expressed his excitement about Steve joining the team, stating: “I know Steve well from our time working together at Broadview, and I’m delighted to be bringing on board a seasoned professional with a wealth of industry understanding. Steve will be a vital part of our efforts to grow our footprint in the US and Europe, while simultaneously supporting our clients’ efforts to navigate the financial elements of growth, expansion and strategic investments.”

Steve Bachmann
man in shirt and tie smiling for photo in front of brick wall and plants

Data Solutions for Business Transformation

Established in 2004, Aim Ltd. is a UK-based management consultancy with a strong emphasis on Artificial Intelligence (AI) led application software development. Aim provides organisations with innovative services and cost-effective solutions to meet the holistic challenges of today’s digital world. Spearheaded by CEO Steve Ackland, the team embraces innovation in order to deliver lasting business change and meet clients’ unique technical challenges. Recognised as this year’s Most Influential CEO – UK (International Business Services), Steve Ackland strives to cultivate a learning culture for his team to benefit their careers, valued customers and Aim Ltd.

Since its inception, Aim has remained steadfast in its Customer First mission, a testament to the company’s dedication to providing solutions that improve management and data governance. With its client-centric approach, the company strives to deliver simple solutions to complex problems to help businesses manage organisations and improve resilience. Through its comprehensive suite of services, Aim provides clients with technological solutions to overcome any challenge. As a globally renowned software technology provider, Aim develops innovative products to help with every aspect of change management. Highly rated by independent global analysts Forrester, Quadrant, and Bloor Research, Aim’s single-platform technology and software services are designed to future proof organisations and help them thrive in the digital age.

With its integrated solutions, Aim helps businesses to embrace digitalisation and reengineer their processes to deliver products and services in a more efficient and cost-effective way. Aim’s team of digital business change engineers, utilise cutting-edge methodologies and systems to analyse clients’ operations and upgrade their organisations. Through its technology-driven approach, Aim performs an extensive analysis of an organisation’s processes, IT systems, staff, customers, and supply chain. This in-depth assessment enable clients to optimise efficiency, increase productivity, and deliver an improved customer experience.

Aim’s dataEstate® suite of digital regulatory technology (regtech) solutions is designed to address organisations’ data challenges, providing them with an innovative way to understand their data. This understanding, combined with governance, smart case management, Artificial Intelligence (AI) and data automation, enables clients to gain valuable insights into their operations and posture. The dataEstate® software platform includes the tools dataBelt® for Data Governance Forensic Analysis and Management; dataTrove® for Enterprise Level Electronic Document Management; dataChain® for Collaborative Enterprise Service and Work Management; and dataServe® providing a smart portal, Virtual Agent and Generative AI for outstanding user engagement and automated information pipelines.  Aim’s dataEstate® regtech solutions are just about the most sophisticated and agile tools on the market, created to help organisations integrate technology and achieve an enhanced digital experience.

Prior to Aim, CEO Steve Ackland served at several Big Four consultancies and Aim follows a similar business model.  This involves Steve and his fellow directors actively engaging with customers and projects. This active leadership approach allows Steve to foster strong client relationships and remain abreast of the latest industry developments. His responsibilities as CEO include major corporate decisions, delivering strategy, supervising executives, governance and compliance, and overseeing growth plans. Steve describes his philosophy as servant leadership, in which the goal is to prioritise the wellbeing and empowerment of his employees. He strives to foster a learning culture at Aim, encouraging employees to grow, expand their skills, and work towards a collective vision.

Steve says, “For me, servant leadership means leading by example, being a motivator, being approachable, and connecting with staff. I aim to empower staff by providing transparency, clarity, and trustworthiness and showing commitment to staff development. Influences on me have been around treating people how you want to be treated yourself and seeing in the past how others have led teams badly and making sure I do the opposite.  I’d like to think that my leadership style has not changed significantly over the years, because as far as I am concerned that is the style that gets the best results from a team.”

During the pandemic, Aim was one of many businesses to suffer from the effects of the lockdowns. It was necessary to place many projects on hold until clients knew when and if their operations could return to normal. Aim took strategic action to ensure that there were no team redundancies so that when the lockdown lifted, the company would easily recover. Another challenge that Aim has encountered is the rapid evolution of AI technology. Through the integration of AI and machine learning, the Aim team has developed several impressive software products in the regulatory technology fields. Nevertheless, the team must stay vigilant to remain informed on emerging technologies and staying ahead of the technology curve.

Technological advancement and the increased focus on data and information management has provided Aim with abundant opportunities to develop pioneering software that assists with data governance and management. Aim recognises the borderless nature of data and key differences are how organisations engage with it and democratise its access.  This concept has allowed Aim to unite all data disciplines – such as governance/retention, forensic analysis, counter-fraud, cleansing, compliance, cyber security, data protection, risk – onto a ground-breaking single technology platform.  By leveraging the latest technologies, Aim has provided transformational changes to a variety of organisations including the police, financial services, real estate sectors, legal sectors, and supply chains. Understanding and accurately interpreting data are essential to an organisation’s success with data-driven businesses proven to be the most successful. Since making the strategic decision to add software development to Aim’s portfolio, the company has created value for countless organisations, helping them to futureproof and stay ahead in their respective industries.

Moving forward, Aim is committed to investing in local schools and colleges, by providing work experience training, internships and apprenticeships on world-class technologies and services, to help cultivate skills and interests and  create the next generation of   technologists. Over the past year, the team has delivered several ground-breaking projects that have greatly impacted clients and their communities. For its innovative ideas and single platform approach, Aim has been recognised as a global technology leader in data software and identified by International Analysts  as an industry disruptor in reports on the data governance landscape.

Steve shares, “This award from CEO Monthly is a great start to 2024 and a fantastic recognition not just for me but the whole Aim team. Aim is very much a team driven environment where everyone supports everyone else. That is been one of our biggest achievements and strengths in Aim.  The directors and I ensure we get involved and promote this culture, giving praise and celebrating success wherever we find it.”

Looking to the future, Steve will focus on business growth and delivering outstanding value to customers through Aim’s pioneering offerings. With its AI-driven approach, Aim strives to transform operational business, offering clients increased productivity, cost savings, and an improved customer experience – improvements measured at 85%+. By embracing digitalisation and integrating the latest technologies, organisations can overcome technical challenges and deliver products and services faster and cheaper than ever before. Under Steve’s democratic leadership, the team will continue to provide clients with unparalleled value and help them achieve success in the digital age. For his dynamic direction, we have bestowed on Mr. Steve Ackland this year’s award for Most Influential CEO – UK (International Business Services).

For business enquiries, contact Steve Ackland from Aim Limited on their website – www.aimltd.uk

modern office with avanti sign

Kyle Whitehill: People Champion

Most Influential CEO 2024 – UK (Satellite Communications)

For Kyle Whitehill, customer focus is number-one. He believes that, as CEO of satellite services and solutions provider, Avanti, it is important to be the voice of the customer, whether they live in Africa, Europe, or the Middle East. At the time of speaking to Kyle, he has a number of trips lined up to see his customers around the world: from Turkey to Luxembourg to Kenya to South Africa. With three decades’ experience working across established and emerging markets across these regions, he is undeniably good with people, and “driven by diverse ideas, dialogue, and a collective love of competition”. In our conversation with Kyle, it becomes quickly clear just how worthy he is to be named Most Influential CEO 2024 – UK (Satellite Communications).

Guiding Kyle Whitehill in his day-to-day work is the following mantra: “At the end of the working day, do you feel you earned your salary?”

He elaborates, “When you get on the train or in your car, do you genuinely believe ‘I earned my salary today?’ And it doesn’t just mean doing ten or eight hours, it means more like, ‘Did I do something that made me think, ‘I definitely covered my salary by making that decision or by being there?’’ That can be anything from helping a salesperson to close a deal, to helping HR make a good decision in hiring, or just something you feel good about.”

For Kyle, it is all about making an impact. From the work he does internally with his team to reaching out across borders to change customers’ lives for the better. Kyle tells us how when he took on the role of CEO at Avanti six years ago, the company was very good at technology, but it wasn’t so good at customer service. Kyle brought to the table the principle that the customer is paramount – therefore, it was time the Avanti team were upping their game and unfalteringly supporting each customer in being their very best.

Kyle tells us, “20 years ago, satellite would have been the only way rural communities in emerging countries, particularly Africa, could gain connectivity. The core purpose of the company [Avanti] is to say, ‘It doesn’t matter who you are, where you are, or what you’re doing, we’re going to bring the internet to you and help you’. We install a cell site, we use a satellite to deliver connectivity and bring voice and text and data to that rural community for the first time. And it is heart-warming. You see videos of people singing and dancing because they can now actually communicate effectively.”

“Primarily, the purpose of Avanti is to help people to be more amazing.”

Founded in 2002, Avanti is a pioneering company dedicated to connecting people, communities, and businesses through its HYLAS satellite fleet. By leveraging satellite technology, Avanti can create bespoke connectivity solutions that protect communities and unlock opportunities for its customers all over the world. In 2010, it was the first British commercial company to launch a ka-band satellite, and, by 2023, it had become a global multi-orbit provider of fully integrated connectivity services and solutions. Today, the company owns and operates a fleet of high-throughput satellites with cutting-edge steerable capacity and a secure and resilient ground network.

Avanti has come a long way since it was first established just over two decades ago, and now 70% of its satellite covering is over Africa, with 75% of its total investment being in the region. This means it can deliver cost-effective, high-performance 2G, 3G, and 4G connectivity to millions of people in remote and ultra-remote areas that would otherwise be impossible to reach using traditional terrestrial infrastructure. With this comes access to vital resources and opportunities, including healthcare, financial services, ecommerce, and education, improving quality of life and economic prospects so communities can truly flourish.

Already, it is clear to see how passionate Kyle and the Avanti team are about helping people. This extends further to the company’s digital education programme, iMlango, which has been running for nine years. It commenced as a matched-funding ‘Girls Education Challenge’ project, in co-operation with the British Government to help marginalised children in Kenya to access education. Since 2021 when the Government funding ended, Avanti have continued to spearhead the programme with plans to roll out in other countries across Africa. The programme involves software which has proven to accelerate a child’s learning by three-times. This means six months of learning can increase a child’s maths age by 18 months.

“When you spend a lot of time in Africa, you realise how tough it is for people. Therefore, our commitment to the world around us is to try and help educate people, because an educated person can contribute very strongly to the world.”

Kyle has spent his four-decade career devotedly honing his people skills while working for a variety of major international brands including Guinness, L’Oreal, PepsiCo, Vodafone, and more – all companies that are very much about exceeding the customer’s expectations. It was at Vodafone that Kyle held his first CEO role, the first three years of which he spent working in Ghana, and then three more in Qatar. Before that, he worked for the company in the UK. Kyle reminisces over the first time he was asked to work abroad, in India as COO and Chairman. “When Vodafone said to me, ‘Can you go to India for six months?’, I burst out laughing. I’d never been there and said, “What? Really? That’s mad.” – but, of course, you fly there.”

Kyle soon discovered a love for travelling and he became quickly renowned for his dedication to visiting his clients around the globe. He delights in having seen so much of the world and its different people and cultures – but that’s not to say it doesn’t come without a physical toll. “The toughest one is San Diego,” he shares. “San Diego is a ten-hour flight with an eight-hour time difference. So, when you go to bed in San Diego, it’s 8AM in the UK. You basically lie there awake.” However, as exhausting as all that travelling may be with the long journeys and jetlag, Kyle will never not feel blessed for all the brilliant opportunities that continue to come his way. He embraces getting to see first-hand the benefits that connected life can bring and he thrives on contributing to making positive change in the world.

Kyle describes himself as a “people champion”, being the voice of the customer internally as well as reaching out to them externally, but also focusing on the individuals who make up his team and leading them with great honesty and integrity. He is very transparent while making sure every team member knows their objectives and feels empowered to accomplish them, ultimately working together to ensure results. “I am very honest with people about how we’re doing and what I expect from them,” he says.

“I think the role of the CEO is the tip of the spear. You’ve got to the point where you run the company. When you look at your CEO, you want to feel inspired by that person and you want to look up to them and think, ‘I’m really happy he or she is in charge because I feel safe and secure, and I feel like that person is doing the right thing for the company’.”

There’s no denying how Kyle Whitehill is doing so very right by this company and its customers, with him truly spearheading the leading of its people-centric and innovative offering. And his sights are set on enhancing this further into the future, taking the customer experience to the next level by making it as straightforward and easy as can be. He believes there isn’t any need to get technical when dealing with customers. As a whole, the organisation is transitioning towards delivery that is kept as simple as possible. The customer doesn’t need to know the type of satellite available; what they need to know is how the technology can change their lives for the better – and with the extraordinary leadership of Kyle at the helm, the company will only continue on this road towards even greater heights and success.

For business enquiries, contact Kyle Whitehill from Avanti via email – [email protected] or on their website – www.avanti.space

Kyle Whitehill
man in suit smiling for photo

Stuart Anderson: Trusted GDPR Compliance Expert & Data Security Consultant

Based in Ireland, XpertDPO is one of the leading providers of Data Security, Governance, and Risk and Compliance in the UK and beyond. Established by Stuart Anderson in 2018, the business offers tailor-made solutions to public and private sector organisations. With its value-based approach, XpertDPO provides pragmatic Information Security and Governance advisory and consultancy services to help clients overcome their regulatory challenges and concentrate on their business goals. Through Mr. Anderson’s people-centric leadership, the organisation has established a culture of trust which has fostered sustainable growth and long-term success. Stuart Anderson works hard to inspire excellence in his team and for his expert direction, we have bestowed on him this year’s award for Most Influential CEO – ROI (Data Protection).

At XpertDPO, the team is dedicated to helping organisations around the world create and preserve their value by transforming regulatory constraints into opportunities to make a positive impact on clients’ operations. Its proven methodology is grounded in research, experience, and a practical ethos which consistently delivers value to clients. With XpertDPO’s GDPR compliance services and outsourced data protection officer services, the business strives to change clients’ relationships with the data they process.

Prior to the introduction of GDPR, organisations were assumed compliant until evidence of noncompliance was identified. Since the EU legislation passed in 2018, it has become essential for businesses to appoint an individual responsible for evaluating and monitoring compliance. Many organisations outsource the responsibilities of a Data Protection Officer (DPO) to compliance experts. XpertDPO provides a range of services to support the DPO role as well as keeping clients informed and updated on all data protection matters. By outsourcing the position, clients align themselves with specialised consultants who can quickly resolve GDPR issues, data breaches, subject access requests, and other compliance challenges.

XpertDPO provides ISO 27001 certification consultancy, offering clients an efficient means of managing their data security. The ISO 27001 standard provides a set of standardised requirements for an Information Security Management System (ISMS) and offers a process-based approach to clients for implementing, managing, and improving their ISMS. This framework helps organisations to safeguard valuable data, effectively manage risks to information security, achieve compliance, and protect the organisation’s reputation. XpertDPO understands that data protection is essential to successfully manage and streamline business operations. By achieving ISO 27001 certification, organisations can ensure confidential data remains secure in order to protect clients, assets, and shareholders.

The innovative company also specialises in providing Nominated European Representative Services to non-EU and non-UK based organisations. Although GDPR is a European regulation, organisations outside of the EU may be required to appoint a European Representative under certain circumstances. To help clients navigate GDPR, XpertDPO assigns a certified Data Protection Expert to ensure that businesses remain compliant. It is XpertDPO’s belief that data security function should be informed by an organisation’s business objectives. Its diligent team helps clients to turn regulatory challenges into opportunities for success, creating a positive impact on their economic and organisational models.

Founder Stuart Anderson is a GDPR consultant and Data Security expert who leverages his industry experience and technical proficiency to advise in the areas of Data Protection, Data Quality, Information Security, Governance Risk and Compliance, and implementing Regulatory Compliance processes. He is certified by ISACA and possesses the Certified Information Security Manager (CISM), Certified in Risk and Information Systems Control (CRISC) and Certified Information Systems Auditor (CISA) certifications. Most recently, Mr. Anderson has published articles in the International Journal for Data Protection Officers, Privacy Officers, and Privacy Counsel with his latest work examining the impact of Brexit on Data Protection.

Reflecting on his career, Mr. Anderson says, “I worked in numerous technology and software companies culminating in me having a shareholding in a software start up. I founded XpertDPO as I had a passion for information security and, as the General Data Protection Regulation (GDPR) became enforceable in 2018, I saw an opportunity to start my own business that specialised in offering these services to clients here in Europe and further afield. My approach has always been the same, and that is the relentless pursuit of excellence. This has led to XpertDPO becoming the largest supplier of information security services in the Irish Public Sector. In addition, we have opened offices in London and, most recently, Bahrain in the Middle East. XpertDPO has over 500 clients across the globe and is the trusted advisor to many enterprise clients.”

Within the organisation, Mr. Anderson focuses on the business growth objectives of XpertDPO. His client-centric philosophy revolves around building long-lasting relationships with clients based on trust in order to effectively advise on Information Security and Governance. The key to XpertDPO’s success is hiring exceptional staff who are passionate about achieving client satisfaction. Mr. Anderson has fostered a culture of learning and growth that encourages staff to perform at their best. XpertDPO values collaboration and its team works together to create a cooperative environment that supports one another.

Mr. Anderson shares, “Owning and running a business is stressful and involves sacrifice. You have to commit to it and have a mindset that at times needs to be ruthless, whether that be with your time, resources, or when making decisions. You will need to be relentless in how you approach the growth of your business. It is important to hire great people and let them perform; it’s your job to foster this culture within your organisation.”

In the Information Security and Governance industry, Mr. Anderson has noticed a distinct lack of experienced individuals with the necessary skills to excel. XpertDPO is currently working to establish strategic partnerships with several educational institutions in order to build an apprenticeship program. Apprentices will work alongside XpertDPO staff to enhance their existing skills and gain valuable experience. The company will also help learners to gain recognised industry certifications and qualifications. Once their education is completed, apprentices will begin work in one of XpertDPO’s global offices.

In the future, XpertDPO will have a two-fold focus, to expand its operations in the Middle East region and to implement new service offerings that will ensure that clients remain informed on all governance issues. These new services will integrate technology to keep up with the latest AI regulations that are beginning to be implemented worldwide.

Moving forward, Mr. Anderson will continue to focus on business growth and building meaningful relationships with clients. It is his primary goal for XpertDPO to become a trusted global leader of consultancy for Enterprise Information Security and Governance. Under his inspirational leadership, XpertDPO will continue to provide a suite of practical solutions to address clients’ data protection and GDPR concerns, allowing them to focus on their core activities. By channelling Mr. Anderson’s client-centric philosophy and value-based approach, the team provide vital support for clients to help them overcome their regulatory challenges. For Mr. Anderson’s strategic direction, he has received our award for this year’s Most Influential CEO – ROI (Data Protection).

For business enquiries contact Stuart Anderson from XpertDPO Ltd on their website – https://xpertdpo.com/

man with ice cream sitting down smiling

Frozen Dessert Machines CEO’s Warming Story of Triumph

When Justin Fischer made the call for his business, Brüllen Pty Ltd, to start producing frozen dessert machines in 2016, he did so having recognised a key gap in the market, one that could be filled with a series of reliable, high-performance, and high-quality soft serve ice cream machines. Today, Brüllen has solidified itself as an industry leader, selling, installing, and servicing soft serve ice cream makers, as well as frozen yoghurt and acai dessert machines, on a global scale. The journey Justin has undergone to get to this point has been inspiring, emotional, and reassuring all at once, and as a result of his unwavering commitment to the cause, we are proud to bestow Justin Fischer with the rightful title of Most Influential CEO 2024 – Australia (Frozen Dessert Machines).

“Write your dreams down and never stop chasing them.” This is the sentiment of Brüllen Pty Ltd CEO and Founder Justin Fischer, who has spent more than a quarter of a century traversing the often-tumultuous path to turning his wildest dreams into reality, overcoming any hurdles that have stood in his way. These efforts have more than paid off, and today, Justin serves as a pioneering and dominant figure in the world of frozen desserts. Headquartered in the beautiful Australian city of Sydney, his business is swiftly becoming one of the leading frozen dessert machine manufacturers on the planet, a distinction it has earned in part as a result of superior craftsmanship and worldwide appeal.

This international affluence spans more than just its consumer base, with the parts used in the creation of these machines being meticulously sourced from renowned and reputable manufacturers in European countries such as Germany, Italy, Denmark, and France, ensuring they wholly adhere to the company’s overarching commitment of providing nothing less than the best that the industry has to offer. Germany is also home to the company’s engineering epicentre, and in German, Brüllen translates to “raw”, with this name representing the relentless dedication and no-frills approach that has been put into the business to ensure its success.

Moreover, although these machines are assembled in China, they embody the innate mastery of German engineering, and the company is incredibly proud of its Australian heritage, boasting the claim of being 100% Australian owned and operated. Once these machines are assembled, they come complete with a genuine, worldwide 12-month warranty, a standard part of Brüllen’s encompassing after sales service. Bolstering this further is Justin’s drive to hire only exceptional people to work for his company, with this amazing team standing as a united front and working tirelessly to make sure that the company’s reputation for excellence is upheld at all times and in all of the worldwide territories in which it operates.

Despite today being an incredibly successful CEO, and even appearing on the popular television series Married at First Sight, the road for Justin has not been easy, and like many business owners, he has experienced the highest of highs and the lowest of lows. His story begins when he got his first job at McDonald’s as a teenager, and upon noticing how frequently the company’s ice cream machines would falter, he spent countless hours teaching himself how to service and repair them, a skill that would prove incredibly beneficial in the long run. A few years later, Justin would quit the company and take a leap of faith, starting a business where he would independently service these soft serve machines himself.

Initially, everyone told Justin that he was crazy for giving up his job on such a whim – after all, who would pay him to clean and service ice cream machines when companies such as McDonald’s have its own staff to do this? Justin was in the midst of a successful career when this decision was made, as at just 17 years old, he was a franchise owner of a successful McDonald’s branch, the youngest manager in the country, and the recipient of almost every award the company had to offer. Undeterred by the negativity of those around him, Justin set about contacting other franchise owners for jobs, battling through the rejection and even highlighting his unparalleled work ethic by carrying out his services free of charge.

After those he had worked for began to notice that months had gone by and their machines were still faultlessly running, word of Justin’s stellar services soon spread across Queensland, and the business began to grow exponentially, with more than 30 people on the payroll at the height of the business’ success. Unfortunately, Justin’s personal life took a major hit after his relationship ended, and he was forced to sell the business as part of a settlement deal. One of the terms of the contract he signed meant that Justin was unable to trade in Queensland for five years, so he up and left to start a new life, in Sydney.

After drifting for a short time, including taking a car sales job at which he lasted just one day before quitting, Justin’s future was severely lacking in direction, and he felt it was again about time to take a second crack at getting a soft serve machine service company off the ground, this time in a new area with a fresh client base. However, a chance encounter with his brother, Scott, ultimately resulted in the pair deciding that a much better investment would be utilising their expertise to create frozen dessert machines of their own, products that would exude manufacturing prowess, consistency, and reliability in equal measure. Thus, Brüllen Pty Ltd was born to fulfil these very obligations.

Aside from their reliability, the company’s machines too boast the claim of being incredibly easy to use, and a series of training videos can be viewed online that cover the areas of assembly, cleaning, set-up, and configuration, or training with a technician is available either online or at a customer’s place of business, whichever is more convenient. As a result of these combined elements, Brüllen’s soft serve ice cream machines are highly distinguished in this space, boosted by the fantastic control and flexibility afforded to each of the items in the range, resulting in a final product, whether this be soft serve, frozen yoghurt, or acai desserts, that are consistent and embody the premium quality synonymous with the brand.

The exemplary nature of Brüllen’s machines and services have caught the attention of some of the biggest names in the worldwide hospitality space, and Justin has personally overseen the supply, service, and installation of a wide range of equipment for such iconic brands as Burger King, Wendy’s, IKEA, Subway, Pizza Hut, and countless others. In somewhat of an ironic twist that represents the cyclical nature of Justin’s journey, his company’s machines are now also used in many branches of McDonald’s across the business’ native Australia and further beyond.

On the back of such triumphs, Brüllen has come to be globally accepted as a leader in the frozen dessert sphere, currently ranking as one of the top three soft serve equipment manufacturers in the world, a remarkable feat that has only been possible thanks to the knowledge, experience, and dedication of Justin, Scott and every subsequent member of this expert team. From day one, improving and growing the company into the worldwide force that it is today has been a top priority, and still very much at the helm, Justin and Scott now possess a combined 40 years of experience in this area, know-how they are constantly applying to fortify Brüllen’s frontrunner status.

Justin’s career and more than 25 years of involvement have proven exceptionally valuable in not only the design and engineering of these machines, but also in the wider managing of the business, something Justin prides himself on undertaking to the highest possible standard across his CEO duties. When it comes to managing a business, Justin prides his three-fold ethos – which necessitates passion, pride, and profit – in that order. Aided by this demonstrably impactful mindset, Justin has not only succeeded in a business setting, but he has used this platform to give something back to numerous global charities that cover both humanitarian and wildlife causes, highlighting his selfless nature and drive to help others.

Over the past several years, the business has gone from strength, and as a result of the robust nature of its machines and an unwavering commitment to expanding its presence in the market, the company is stronger now than it has ever been before, having escalated to cover such bases as cruise ships and mobile food vans in addition to its storied partnerships with a series of famed restaurants and cafes. Such sustained success has been made apparent most recently by the business’ heavy presence at the 2024 Australian Open, where the company’s i95 PRO machines made it possible for partner company Peach Melbourne to serve its signature blend of ice cream to spectators across the tournament.

Brüllen’s i95 Pro serves as just one of its signature offerings, with this floor standing machine offering two flavours plus a twist setting and can produce an impressive 440-880 80g servings an hour depending on the product. One of the most popular machines in this range, the i95 Pro is available in four bold colours, black, white, pink, and teal. Eight additional machines complete the line, and across this selection, machines comprise either countertop or floor standing variants, with each boasting a different capacity and varying features based on size and model. New machines are regularly being introduced by the team, with one such new variant being the Baby Brüllen, a pint-sized offering perfect for small events/businesses.

Of course, there is more to owning a machine than just the item itself, but Brüllen has this covered too, and its online store stocks everything that a customer could possibly need to maintain their machine effectively, from a plethora of tune up kits that are available for every model, through to standard staples such as cleaning solution, universal cleaning brushes, sanitising tablets/powder, and lubricant. Remember, this is all in addition to the aforementioned warranty, which is guaranteed to straighten out any issues within 12 months of purchase, in the unlikely event they arise that is.

Whether a customer is just starting out in the field of frozen yoghurt, soft serve ice cream, or acai desserts, or is simply seeking reliable hardware to expand their current set-up, Brüllen is confident in its ability provide the right solution for them, with its machines possessing the ability to aid a customer in the crafting of their own unique and exciting flavours that are sure to impress their intended audience. Aside from the multitude of colours that are available on machines across the range, Brüllen’s customers are also afforded the ability to choose their own custom colour, one that reflects the image of their brand or corresponds nicely with the décor in the setting where these treats will be served.

For those who are just starting out in the field, Brüllen’s handy profit calculator on the company website enables a prospective customer to assess the profits that they can potentially make from soft serve, the fastest growing segment of the dessert industry on an international scale. Thus, not only is soft serve delicious, but it is in the process of becoming an increasingly viable business opportunity that could see in excess of a 400% gross profit given the right setting and business model.

Regardless of what the future of this industry holds, Justin Fischer’s story is incredible, and serves as a testament to what can be achieved when one follows their dreams and never gives up. A textbook example of what a good CEO should be, across the decades-long journey he has undertaken to get to this point, Justin’s primary aims have been unflinching and remain a constant, with him striving to deliver exceptional customer service, spur on innovation in the field, and constantly expand his enterprise worldwide. With Brüllen Pty Ltd, Justin has more than achieved this, and is continuing to do so, and as such, he is rightfully deserving of being crowned as Most Influential CEO 2024 – Australia (Frozen Dessert Machines).

For business enquiries, contact Justin Fischer from Brüllen Pty Ltd on their website – https://brullen.com.au/

man in glasses and suit smiling

Redefining Addiction Recovery

Dan Hostetler of the Above and Beyond Family Recovery Center, has been honoured with the title of Most Influential CEO 2023 – Chicago (Non-Profit Organization Management). We wanted to find out a little more about the history of this outpatient addiction treatment facility, and the man at its helm.

Above and Beyond Family Recovery Center is a licensed (Level I and Level II) outpatient addiction treatment facility with a focus on serving the communities, both at large and those who are disenfranchised, in West Chicago. It is a not-for-profit organisation, funded privately which ensures no one is ever turned away because of an inability to pay for treatment. The treatment centre was built by an artist/builder using repurposed materials to create a uniquely modern, eclectic industrial space. The building is inhabited by original furniture pieces and art. The clinic believes that many of these discarded pieces retain value, and can be transformed into something useful and beautiful. This is very fitting as it’s the same sentiment the facility applies to the lives of its clients, believing they too can be transformed. Its goal is to offer a place that evokes order and pride in the people it serves. 

The clinical services it provides are conducted in group sessions, as well as on an individual basis. Its certified and licensed counsellors and clinicians are a handpicked team, all solidly grounded in the traditional techniques of addiction therapy. Its CEO Daniel Hostetler has more than 30 years of experience in corporate consultancy and non-profit management under his belt. This includes serving as president and chairman of the Board of Directors of the Southern European Division of an International Consultancy for 10 years, where he managed more than 300 consultants. In the light of his award announcement as Most Influential CEO 2023 – Chicago (Non-Profit Organization Management), we have taken the opportunity to catch up with Dan, and dig a little deeper into his past.

“To be honoured with this recognition is quite strange to me. I accept it with deep gratitude and humble disbelief, both, because the role I fulfil as CEO looks very different than what I believe most onlookers would expect.”

Dan explained what a long journey it’s been for him, beginning when he was a young boy at the Cub Scouts. When the Den Mother asked who would like to volunteer as the leader, the Den Chief, Dan raised his hand. He looks back on that moment now as the beginning of his life in, mostly, inglorious servitude to his masters. He can imagine now how his business school professors might scoff or even openly mock this vision of his young self. But ever since that first tentative step forward, Dan has continued through the epochs of many leadership opportunities.

Even as a ‘leader’, Dan has always answered to someone else, a higher human power as it were, whether this be the board, a president, a donor, benefactor, or constituencies. It is very rare that he has ever had time to indulge in other interests, as the rigours and constant vigilance that come from being a conduit for someone else’s mission has never allowed for such an indulgence. In the 40 years or so that Dan has spent tackling challenges and fulfilling a wide variety of leadership roles across the United States and the world, he’s learnt a few things. He’s been able to clarify his primary role as being that of a balancing pole between defining reality and providing hope; sharing credit and taking responsibility; providing a living wage and being able to keep the doors open; simultaneously serving the stockholders and the constituencies; being a boss while remaining a human being.

The key for Dan has always been to stay centred and true to himself, but he has borne witness to many colleagues become unglued and lose their footing over shifting principles and wavering loyalties. For him, the gauges of progress and success have always come from the attitudes of his constituencies, something that has always been easy for him to read. His guiderails have always communicated their satisfaction or dismay loudly and clearly. The only thing that’s not been so easy to pin down is how their satisfaction was won. In the end, age and experience has revealed the answer comes down to his employees and designees. He’s realised if they’re happy and satisfied in their job roles and environment, that positive energy will be transmitted vicariously to the constituencies. This creates a win-win sort of contagion, spreading joy on contact.

This means that for Dan, his primary and overarching purpose as CEO is the long-term, measurable, and sustainable well-being and outcomes of his patient populations. The secondary priority is the overall well-being of his staff, something that is obviously well-served by successful achievement of the primary priority. In fact, this is very much a chicken/egg situation, so closely linked are the outcomes dependency on each other. Dan sees it as a paradox on most modern perceptions of leadership.

The other factor to consider for any company is of course the need for survival in good fiscal and governance health. Without satisfying the stockholders, the auditors, and the ogres of compliance, all other endeavours are rendered meaningless. This is another set of skills requiring constant monitoring and balancing, ensuring the pressures and anxieties of the business side of operations don’t invade or infect the provision of the services. One side usually doesn’t understand the other, so they both stand at bay to one another, leaving Dan as the middle-man connector and balancing pole once more.

This strategy has become Dan’s go-to policy, with the majority of his attention being focused on the superior functionality of a well satisfied staff. This is the key to producing unequivocal business outcomes throughout all constituencies, almost without exception. He has also found it works equally as well in both for-profit and non-profit settings. In his moment of reflection on past leadership positions, Dan has been filled with gratitude for all the many thousands of lives he’s had the opportunity to improve. His positions have included President and Board Chair of an International Business Consulting Firm, Operations and Finance Director for a national refugee resettlement non-profit, and Executive Director and Spiritual Leader of a 100+ year old international spirituality organisation. And now, of course, there’s his current position as CEO of one of the most innovative addiction treatment centres in the United States and maybe the world.

Throughout it all, the most consistent key to untangling the collective messes he’s been faced with has been to put his ego aside and work in deft, intuitive servitude to those around him. He has a need to help those that depend on him to navigate the dense fog of uncertainty and doubt, and deliver them to a better destiny without any personal gain or self-aggrandisement. For Dan Hostetler, the gains and rewards he’s received have exceeded his expectations, and reassured him that whatever gifts he possesses they have been put to good and proper use.      

For business enquiries, contact Dan Hostetler from Above and Beyond Family Recovery Center on their website – http://anb.today/

Industry pipeline transport petrochemical, gas and oil processing

Shar Woehl: Supporting Women’s Success in Oil and Gas

Established in January 2023, Atta Gurl Consulting is a sales agency that offers both full-time and contract-only representation to companies within the oil and gas industry. As well as providing its clients with the support they need to thrive and succeed, the agency aims to advance the representation of women in a largely male-dominated field. At the helm of Atta Gurl Consulting is Founder and CEO Shar Woehl, who has recently been named Oil & Gas Consulting CEO of the Year, Texas, in the CEO of the Year Awards 2023.

Historically, the oil and gas industry has been dominated by men at all levels, from leadership positions in major corporations to manual labour-based jobs in mines and oil rigs. The sector has been slower than many others in embracing gender diversity, which may be attributed to the long-standing stereotype that physically demanding jobs should be reserved for men. Due to the persistence of this outdated view, women have long been hindered in the oil and gas industry, preventing them from advancing in or even entering the field.

Shar Woehl, Founder and CEO of Atta Gurl Consulting, experienced this struggle firsthand. Having gained experience in a variety of client-facing roles, she decided to leverage her outstanding customer service skills to pursue a career in sales. Being based in Texas, known as the heart of the USA’s gas and oil production, Shar eventually entered the oil and gas industry, taking on sales positions at numerous companies in the sector. Whilst she was confident in her abilities as a salesperson, Shar always felt that she was underappreciated in these roles. She soon found herself unable to advance, held back by her gender.

Inspired by her past experiences and determined to be a catalyst of positive change, Shar set out to establish Atta Gurl Consulting in 2023. Her goal was to create a sales agency for the oil and gas industry that would focus on hiring talented women to create a workforce that consists almost entirely of women in sales roles. She hoped that the business would not only increase female visibility in the oil, gas, and mining industry, but also provide women with a unique working environment in which they are supported and empowered to succeed.

Being based in Midland, Texas, Atta Gurl Consulting primarily serves clients in the Permian and Delaware Basins. The company caters to almost every niche in the industry, including drilling, completions, production, construction, maintenance, pipeline, facilities, and plants. Over the last 12 months, Shar has worked hard to establish close relationships with many vendors in these fields, spanning across Texas and beyond. Through this, she ensures that Atta Gurl Consulting is equipped to serve as a one-stop-shop for everything related to oil and gas, offering the best prices to customers and driving business growth for vendors.

Shar created this distinct strategy, known as The Vortex, while she was working in the real estate industry. It features three elements: the vendor, the customer, and the sales representative. The strategy outlines that, if all parties pull their weight, are honest, and are not greedy, everybody will achieve the outcome they want. This means that the vendor will gain increased sales, the customer will get the best price, and the salesperson will receive a healthy commission for their work. By utilising this strategy, the agency aims to make the journey for all vendors and customers less expensive, more efficient, and as profitable as possible. Shar came up with the name “The Vortex” when she noticed that all three elements strengthen each other, contributing towards their collective long-term success.

In everything it does, Atta Gurl Consulting strives to maintain the highest level of integrity whilst delivering the best standard of customer service. To achieve this, Shar invests significantly in the personal and professional development of her excellent team of “Atta Gurls”. With a rich background in sales, she understands the importance of rigorous training and is passionate about ensuring that her sales representatives are equipped to reach their full potential. As part of the agency’s intense training programme, they are not fed to the wolves but rather armed for battle, mentored, and inspired to do their best.

As well as personally overseeing the training of all Atta Gurl Consulting’s representatives and consultants, Shar utilises her diverse experience and abilities to equip her senior representatives with the skills they need to train future juniors. This fosters a culture of knowledge-sharing and mentorship throughout the organisation, enabling all Atta Gurls to thrive and help each other succeed.

For her innovative spirit and her exceptional leadership of Atta Gurl Consulting, Shar Woehl has been named Oil & Gas Consulting CEO of the Year, Texas, in the CEO of the Year Awards 2023. In the years to come, she plans to streamline the agency and its work by splitting its team into specialised divisions with expertise in a particular niche. Each of these teams will be headed by a long-time expert in the field, enabling the agency to better serve its clients and fulfil their needs.

We are thrilled to congratulate Shar Woehl on her success in the CEO of the Year Awards 2023 and look forward to seeing what the future holds for her and her team at Atta Gurl Consulting.

For business enquiries, contact Shar Woehl from Atta Gurl Consulting on their website – attagurl.com

Shar Woehl
man in suit smiling

Investment Management Bolstered by the Lucky Number Seven

In 2019, Seven Investment Management (7IM) welcomed Investment Management CEO of the Year 2023 – London awardee Dean Proctor into the role, based off of his 25 years of direct experience and true passion for the industry. 7IM was established more than two decades ago back in 2002, driven by the goal of helping individuals, families, and advisers to efficiently manage their capital in order to fulfil all financial needs and aspirations. From the beginning to today, this has been achieved through an ethos that focuses on listening to what it is that clients want, and then tailoring these services to fulfil those specific needs. We have the pleasure of catching up with Dean, who tells us more about his career, experiences, and successes within the investment sector.

7IM has established a stellar name for itself within the investment and wealth management sector, and in just over 20 years of operating, has proudly amassed more than £23 billion in client assets. Just like every business, 7IM has its financial metrics, and the company starts out each year with a business plan and the necessary goals to reach these. The finished result is the output of a team’s effort, but for CEO Dean Proctor, it is the input that a company should concentrate its efforts on. He explains, “it’s important to have the right culture, values, and behaviours, of which you want yourself and your colleagues to embody, and we’ve done a lot of work with that over the last few years.”

Dean understands all too well just how varied the role of CEO can be but recognises that at the heart of the position is a responsibility to direct the firm and provide leadership, as well as operating at all times with a high degree of accountability. The emphasis, however, should be on helping all parties, whether these be clients or colleagues, on a daily basis, fully understanding the company’s purpose and giving the relevant direction to help it in the achieving of its aims. Taking over directly from the founders, it was initially difficult to navigate this period of change, but more than four years later, Dean is proud to be in a position where his colleagues are driving the change and leading from the front.

Leadership style is often something that evolves with time, and this is certainly the case with Dean, who explains, “I suspect when I first entered management roles, I was probably a little bit more directive than I am now.” This does not mean that he has sacrificed on any of his values, though, and Dean remains as driven now as ever. “I like the idea of 7IM being the best company in our space. I like the idea of it being the best place for colleagues to work  and clients to entrust their money with.” Aiding the company in achieving this aim is something called “Vision, Purpose, Values, and Personality (VPVPs)”, something which 7IM’s colleagues collectively built and continue to live by.

The company serves both B2B and B2C clients, with 7IM’s B2C offerings focusing primarily on private client work, having a network comprising more than 6,000 private clients, whereas its B2B services consist of a range of intermediary solutions that are designed to support the c. 6,000 financial advice firms, and their financial planners, in the UK. Even though these services are primarily intangible, Dean is determined for the firm to successfully demonstrate its ability to differentiate. He elaborates, “you can differentiate in many ways, but for us, one of the key things is to make sure that our people are fully equipped and of the highest quality to deliver to our customers the outcomes and experiences that they would expect.”

At present, many of the issues that 7IM is facing stem from the fallout of global and macroeconomics, impacting everyone living in the UK. These include such areas as the cost-of-living crisis, a reduction in the disposable income of people, and increases in interest rates, with this trio combining to have a massive effect. The market has also faced its fair share of difficulties, and whether this be the aftermath of the coronavirus pandemic or some of the international events taking place at present, there are rightful concerns about what the future of the market may look like.

It is for these reasons that Dean and the team strive to constantly provide a clear proposition that takes all of these contingencies into account. Dean eloquently explains, “after a relatively benign decade, that last two to four years have been far from that”, with massive changes in the landscape being felt as a result. An increase in demand has been apparent, especially in the digital sphere, with people aiming to access their wealth, view their portfolio, and have access to guidance and support on a 24/7 basis. Technology thus needs to change at an increasingly faster rate to keep up with this demand.

Moreover, regulation is too an area where change is being felt, with this ever-evolving field requiring extensive management time to understand and ensure that the most up-to-date policies are present across the business and its practices. Last but not least in painting a relevant picture of where the financial services space is at the moment is competitiveness, with this nature driving increasingly disruptive behaviour. For Dean, this results in “better customer proposition, product, and outcomes. So, when things come together, you generally see an industry that is involved in some pretty rapid innovative change.”

Looking ahead to the next 12 months and even further beyond, 7IM is currently preparing for completion of a sale, with its current majority owner Caledonia Investments PLC having agreed to a sell to Ontario Teachers’ Pension Plan, an investor on a global scale, that, pending approval, will become the firm’s majority owner in the near future. With this sale comes new opportunities for growth and development, yet Dean remains clear that, “our focus is always on our clients, to make sure we are delivering the service and performance levels that we aspire to for those clients.” It is thus an exciting time for Dean and the team, and it will be a great achievement for them to secure a new majority shareholder that is sure to support the firm’s strategic ambitions.

As for his career specifically, Dean has no plans to go anywhere for this next chapter in 7IM’s story and is both excited and committed in the continual carrying out of his duties. A fan of management and strategy books, Dean is always seeking out new ways to implement what he has learned, as well as learning through observation, recognising the work done by other great leaders in the industry. Dean continues, “I’m naturally a bit of a change agent. […] I believe leadership has a responsibility to keep driving positive change to ensure better outcomes.” In summary, Dean tells us, “there’s nothing better than knowing you’re doing right by your colleagues and your clients.”

Ultimately, 7IM is a unique firm, providing clients with the necessary advice and plans to meet their goals, with the services and solutions for advisers and planners to make their businesses more efficient, delivering the best possible outcomes overall. With plans to significantly invest in cutting-edge technology, the next few years are sure to be as pioneering for the firm as these first 20, and with Dean Proctor at the helm, trusted and long-standing relationships are sure to be formed, the digital age and all of its avenues fully embraced, and clients left happy and confident with their choice. For these reasons, Dean is more than worthy of this award, and we wish him and everyone at 7IM the best of luck for the future.

For business enquiries, contact Dean Proctor from 7IM on their website – https://www.7im.co.uk/

silhouette of business man over office background

Transforming Businesses with Salesforce

Supporting clients in over thirty industries across both the UK and Europe alike, Performa IT is a registered salesforce consulting partner that has long since recognised the value of bespoke approaches. As opposed to a reseller, it sees itself as a tailor who intricately adapts salesforce to the specific requirements of each client. Guided by CEO Ben Coleman, proud holder of the title of Most Influential Salesforce Software CEO 2023 – UK, Performa IT has overseen client prosperity in droves.

Since its inception, Performa IT has been providing essential services and salesforce solutions to clients from all walks of life. Often regarded as a one-stop-shop library of services, from implementation and integration to support, training, and digital transformation, the collective truly embodies the very meaning of service provision. Performa IT is a strong believer in the notion that its product is its people, and has therefore built its foundation around support, positivity, and togetherness both within and outside of its internal working structure.

In order to deliver steadfast Salesforce services to clients, Performa IT recognised that, first and foremost, it must foster the brilliance of its staff. Spearheaded by CEO Ben Coleman, the collective boasts a working environment that’s simply brimming with opportunity. At every turn, each individual member of the team is presented with the chance to develop their innate skillsets in new and exciting ways, ultimately leading to a resounding brilliance that’s woven into the very fabric of the company. Learning and developing are the values that underpin Performa IT – ones that, in their own right, have served to help the business prosper.

Fostered and nurtured by none other than Ben Coleman himself, Performa IT’s empowering internal structure has paved the way for many forms of excellence. However, to best realise just how this came to be, we must delve into Ben’s personal approach to leading. And what an approach it is – Performa IT operates with a horizontal leading structure that has drastically evolved since its initial inception. Within which, Ben leverages over two decades of industry experience to guide each staff member through their own personal journeys. Imbuing them with specialist insights, while supporting their growth, is where Ben flourishes as CEO, leading to a collective of constantly growing individuals.

Clearly, Ben has spent his years honing his leadership style in order to reach the point he finds himself at today. Now, he’s surrounded by passionate people who are each continuously improving themselves for the betterment of both their work and personal lives. As such, clients greatly benefit from engaging with a collective of exceptionally skilled individuals. Ben even goes as far to express that – “Every member of our team loves what they do, and puts tremendous amounts of effort and care into delivering the best support for our clients. We could not be happier with the dedication and hard work of our colleagues, and seek to compensate this devotion with rewarding career opportunities and continued professional development.”

Combined with Ben’s passion for maintaining an outstanding level of corporate social responsibility, Performa IT has become a safe space for clients and colleagues alike. From becoming a certified carbon neutral collective, to earning itself recognition for being a disability confident employer, Performa IT has demonstrated an unapologetic love for being the right thing for the right people. Under Ben Coleman’s watchful eye, the company has managed to succeed in astounding ways, fundamentally resulting in what we see today. Not only does it have an award-winning CEO guiding it, but Performa IT also boasts a strong workforce that will surely continue to oversee its success in the years to come.

For business enquiries, contact Performa IT via email – [email protected] or on their website – https://www.performa-it.co.uk/

Ben Coleman