FEATURING: Kylie Breeze | Sarah Riegelhuth | Pia Vogel | Renee Welsh | Siobhan Doran | Katie Paige | Tricia Horgan | Kathryn MacMillan | Andrea Culligan | Judy Evans | Shirley Harlock | Jacky Magid | + WITH THEIR PARTNERS scuss. Edition 36. 24 April 2013 |0 CONTENTS IN THIS PAPER COPRENEURS ......................................... 1 KYLIE + JAMES BREEZE ........................... 2 SARAH RIEGELHUTH + FINN KELLY ........... 4 PIA + GUY VOGEL .................................... 6 RENEE + ANDY WELSH ............................. 8 SIOBHAN DORAN + DALEY CHASTON ....... 10 KATIE PAIGE + GERRY HARVEY .............. 13 TRICIA + DENIS HORGAN ....................... 16 KATHRYN + ROSS MACMILLAN ............... 19 ANDREA + ROGER CULLIGAN .................. 22 JUDY + MARK EVANS .............................. 25 SHIRLEY + JOHN HARLOCK .................... 27 JACKY + KEN MAGID .............................. 29 Enquiries Nicole Watson 02 9280 7665 nicole.watson@cba.com.au Important Information: The information contained in this publication contains only general information and is not intended to constitute financial advice. While every effort has been made to ensure the accuracy of the information, it is not guaranteed. You should seek independent professional advice before making any decision based on this information. © Commonwealth Bank of Australia ABN 48 123 123 124 Discuss. Edition 36. 24 April 2013 |0 INTRODUCTION COPRENEURS It makes perfect sense to go into business with someone whose strengths, skills and experiences are different yet complementary to yours, and vice versa. What if this person is also someone you can trust with your life, who is moving in the same general direction, who has seen you at your worst and who has your best interest at heart? Sound too good to be true? Companies run by couples have always been part of the business landscape but more recently the buzz word ‘copreneur’ has emerged to more narrowly define entrepreneurial couples who cofound or manage a company. Just like a marriage, sometimes couples in business can find it for better or for worse. They have the pros that come with knowing their business partner as well as the challenges that come with mixing life and work - bringing a whole new meaning of the phrase being married to the job. If you’ve ever launched a startup, you know too well the challenges that come with the territory and these can easily be amplified with business partners who are also life partners. Copreneurs can also find raising capital difficult with their finances blended and assets shared. Hiring good staff can be another hurdle, as some are wary of jumping into a family business – who is going to sack their husband or wife? respect. They work together efficiently and then come home and find a lower gear to operate in for rest and rejuvenation. Many couples have a strict no shoptalk after a certain hour of the day or weekends that has been their saving grace. In an article published in February on startupsmart.com.au called From the altar to IPO: Doing business with your partner come the following top five tips for Copreneurs: 1. Divide and conquer 2. Seek outside counsel 3. Communicate honestly and openly – even when that might result in hurt feelings 4. Carve out space for yourselves apart from your business 5. Enjoy the ride THIS PAPER: In this paper we share 12 stories of Copreneurs defying the odds and making their lives work. From the worlds of recruitment and writing to the lives of farmers and winemakers, we cover a variety of couples who generously and openly share words of wisdom and the secrets of their success. On the flipside, the benefits can far outweigh the trials, especially when you have the added dimension of raising children together. Being in constant contact and syncing schedules works extremely well. Also choosing to do the things you both love when the opportunity presents itself, as it should more often, is a big plus. Kylie + James Breeze Sarah Riegelhuth + Finn Kelly Pia + Guy Vogel Renee + Andy Welsh Siobhan Doran + Daley Chaston Katie Paige + Gerry Harvey Tricia + Denis Horgan Kathryn + Ross Macmillan Andrea + Roger Culligan Judy + Mark Evans Shirley + John Harlock Jacky + Ken Magid Discuss: Are two minds better than one in business? Join the discussion at womeninfocus.com.au Just like celebrity couples and political partnerships, we tend to be fascinated by Copreneurs. The main constant line of questioning for all the couples we interviewed was ‘how do you make it all work?’. The common threads of success we found running through each couple were diversity and Discuss. Edition 36. 24 April 2013 |1 OBJECTIVE DIGITAL KYLIE + JAMES BREEZE good match, not only as a couple but also in business? James - We just clicked from the get go. We have very complimentary skills, I am the people person, the sales guy, and Kylie is all about the numbers. She revels in the detail and I, the psychologist, am fascinated by people, what makes them tick, their expectations and how they use things in their lives. Having the right business partner is imperative to the ultimate success of your business. It’s often said that opposites attract, and when it comes to starting a business as a partnership, this could be the key ingredient to creating a thriving environment. As cofounders of Objective Digital, a company guiding businesses through all stages of the development process, James and Kylie Breeze are partners in business and in life. Having a solid understanding and a very healthy dose of respect for the other person’s strengths has set them sailing on a course for global success. Here James and Kylie share with Women in Focus their secret of making it all work. How did you create the business idea for Objective Digital? James - We combined my enthusiasm for making technology easy to use with Kylie's marketing and project management experience and we thought we were onto a winner. Kylie - We could see that the user experience industry wasn't making the most of new technologies such as eye tracking, and we decided to make that our point of difference. James, you have a keen interest in helping people have less stress in their lives, while Kylie is a more analytic, efficiency-focused partner. Did you know that you would be a Discuss. Edition 36. 24 April 2013 Kylie - when we met it didn't immediately dawn on us that our skills would be complementary in business. We simply recognised the common values that we share. Our vision for our lives (both business and personal) is very similar, it is just that we execute the vision with very different styles. Working together can have its challenges. How have you both overcome these? James - I take time to look at things from another perspective, to take photos of land and sea. Kylie has her projects, the new house, the new office or even the new country! Kylie - We play to our strengths and have completely separated our roles. This separation of roles is key. I respect James' ability to open doors and he respects my ability to make things happen. What is the most rewarding part of working together? James - Work life balance is a misnomer, we work and we play, it is all the same. We enjoy what we do and we do it whenever it suits us. We work at midnight and we play at 8am. Whatever suits! Kylie - We get to lead amazingly fun, challenging and rewarding lives. And we get to do it together. Your business is all about new ideas. Do you find yourselves at the dinner table talking over the possibilities? How do you manage the business with your home lives? James - As above, 'work' and 'life' is all the same thing. We talk about work at anytime, it's fun! Kylie - Yes, I agree about James' point about work-life balance. That concept only applies to people who don't love their jobs. We can easily |2 OBJECTIVE DIGITAL have a dinner conversation that swings from our child’s schooling, to a new service offering, to our next family holiday, without barely noticing. Technology is at the centre of your business. Who is more the tech-head and how do you keep up with an ever-changing market? James - I have always been the early adopter, I read and I talk to people about technology they use to help them at home and at business. I am always berated at work for coming up with some new platform that I think we should use. But, some of them stick and it make us work smarter. We have a virtual office and almost everything is in the cloud. Congratulations on launching Objective Digital in Asia, what are your plans for the next few years? James - To get Objective Asia humming, and at the same time grow Objective in Sydney. To leverage technology and people to effectively manage multiple businesses across multiple countries. Kylie - We're going to take the South East Asia UX industry by storm! What advice would you give couples founding a new business? James - If you know you can work together, just do it. Kylie - Play to your strengths, divide your roles and respect what the other person does. Objective Digital is a team of passionate User Experience Consultants who aim to improve people's experience of websites, intranets, and business applications by considering the needs of the user within the web development process. For more information on Objective Digital visit info@objectivedigital.com or connect with James and Kylie on 1300 85 80 15. You can read more or comment on Kylie’s story at womeninfocus.com.au Discuss. Edition 36. 24 April 2013 |3 WEALTH ENHANCERS SARAH RIEGELHUTH + FINN KELLY hurdle to overcome was Sarah leaving the family financial planning business, which until that stage she was going to ultimately take over. What are your individual strengths and weaknesses? Do you find that you complement one another? Finn's strengths would be his ability to lead and grow teams (from his military days), he can be a tough boss sometimes but he gets things done. Sarah is a bit more of a softie with the staff, but relates very well with them. We keep each other in check in these areas and balance each other out well. In terms of skills and technical ability, Finn is stronger on the investment side, whilst Sarah heads up strategic planning. Falling in love at first sight, Sarah and Finn knew theirs was a perfect match, in business and in life. Swiftly co-founding a business felt like the most natural thing to do and meant Sarah and Finn could spend more time together. With Finn’s military approach and Sarah’s strong strategic thinking their business four years down the track is forging ahead and starting to make waves in international markets. This highly motivated and insightful couple have their own thoughts on why they work so well together and share these here with Nicole Watson. How did you meet? Which came first, love or business? We met in 2009 at a financial advisory conference, fell in love at first sight and at the same time created a plan to build a company so we could spend more time together! We incorporated Wealth Enhancers six weeks later. Was it a natural progression to go into business together? Did you face any initial issues? We moved into business together fairly quickly following our first meeting, but never really had any major issues. We had clearly defined roles from day one which helped. The only major Discuss. Edition 36. 24 April 2013 Wealth Enhancers works with clients on achieving their goals through creating a specialist model, instead of just focusing on numbers. Why is that? We have found that people are far more likely to stick to any financial plan if they know what their goals are and feel strong about achieving them. We developed a process that takes our clients on a goal setting journey, it's quite an incredible experience for people. It also enables us to get to know our clients really well, and helping people manage money is probably 80% behavioural above all else. What is the best thing about working with each other and what’s the most challenging? Wealth Enhancers has definitely grown quickly due to the fact that we can make decisions really quickly as we have a lot more time to talk about business than a regular partnership would. It's also great to share so many experiences together and fully understanding what each other goes through daily. It can become allconsuming at times, but we set rules if we find we're going through an overly stressful period. After four years together, how do you manage business life and life outside Wealth Enhancers? I guess we just see it all as life and a journey we're on together, not something that needs to |4 WEALTH ENHANCERS be managed really. Honestly we just love every day. Do you find that your company's values of enhancement, quality, integrity and communication are reflected in your lives? Definitely, although we developed these values in conjunction with our team, they were largely driven by what we hold as being most important. What’s the best advice you could give to couples looking at going into business together? Have clearly defined and separate roles from the very beginning. Talk about the future, business can be very exciting at idea/startup phase but it’s crucial to have a clear picture of what you want your lives to look like in 5/10 years down the track. Having external mentors and even establish a Board of Advice can help get you perspective from time to time. Importantly, enjoy it and be grateful if what you get to build and share together. Where do you see Wealth Enhancers going in the future? What are your aspirations for the business? We'd like to be the first choice for financial advice for motivated young Professionals, Sports & Entertainment and Entrepreneurs nationally. A longer term plan is that we'd like to expand globally, however those plans are very much in exploration phase at this stage. What movie best sums up your life together? This is a tough one! It'd be something romantic, something with a lot of adventure and something inspirational and motivating. To find out more about Wealth Enhancers visit http://www.wealthenhancers.com.au/ You can read more or comment on Sarah’s story at womeninfocus.com.au Discuss. Edition 36. 24 April 2013 |5 HOMESOURCE PIA VOGEL + GUY MCGRATH Pia Vogel co-founded HomeSource, with her then partner now husband, Guy McGrath in 2004. With their first product Home Assist having been dubbed ‘the home owners’ version of ‘roadside assist’, HomeSource is now Australia’s leading provider of home assistance. 24/7 emergency assistance, legal and building advice, and even a home concierge service are hallmarks of this unique service. Owning your own home can be amazing and stressful. If you’ve ever been locked out, stuck for a plumber, at the mercy of an unreliable tradesman or with a sudden leak in your roof, which mostly happens in the middle of the night, then you’ve probably wished for a guardian angel at least once in your life! It would seem that 24/7 emergency home help is the stuff dreams are made of, but it gets better. How would you like your very own home concierge to help lighten your load, who would, of course, be equally lovely too! To answer our calls, and a massive gap in the market, Pia and Guy launched HomeSource explaining that it’s, “a service centralising help, advice, cheap and affordable products to help fix unexpected emergencies, and lots of other information for home owners.” Pia first recognised the need for greater homeowner resources while in advertising for one of the big banks’ mortgage divisions. After people had put in all the effort into buying a home, she found they were stuck with few options for help and affordable advice. HomeSource aims to make owning your own home a breeze - taking the guess work out of renovating, the stress out of last minute emergencies, and even the hassle out of fixing all those little home gadgets when they break, including your iPod…(Amazing, we know!) To finance their business dream, Pia and Guy sold their home – with all profits going to the business and no salary drawn for the first four years. This meant pasta and potatoes for quite some time but Pia’s quick to admit how it’s all been worth it. She credits her husband for helping her juggle it all, and says while there have been fights along the way; working together has made them a lot closer. Support from family and friends she says has been integral throughout. With the company’s first member and angel investor being her mother, from whom Pia admits she must surely get her entrepreneurial streak. The biggest challenge now is getting services like HomeAssist to become the norm for financial institutions, in the same way roadside assist is now offered as a value add incentive with car insurance. Coming from a communications background, Pia brought with her an already established network. This benefited the company in dealing with marketing, media, pitches and client presentations, growing staff and shareholders, especially in its very early years. With its services divided into five key areas, including HomeSource HomeAssist; HomeSource Access, its own unique legal and building advisory service; Landlord Assist, a maintenance service and 24/7 emergency cover combined; PropertyCover, offering a range of unique insurance products to protect your home; and mycontractor.com.au, the web-based solution for companies to stay on top of their contractors insurance, OH&S, Licence and Public Liability anytime, anywhere. Moving from secure employment to becoming Discuss. Edition 36. 24 April 2013 |6 HOMESOURCE her own boss, Pia says, was made easy at first thanks to lots of enthusiasm. However, reality soon hit when establishing the brand took longer than expected. “What we launched was a new product, in a new category and we’ve had to educate the market to create the demand,” Pia explains. “Everyone sees the value of our service,” she says, “but they are afraid to be the first ones to jump in.” When asked how her business model has evolved over the years, Pia explains, “We have moved from focussing on individuals and instead are targeting corporations who already have a database of clients but who are looking for retention or acquisition strategies, looking to differentiate themselves from other businesses and looking to add value to their services.” Pia adds, “most companies compete on price, we can help them compete with relevant value adds tailored to the needs of their customers.” With a range of additional products soon to be launched, Pia is keen to dive into the next stage of growth in business, announcing, “2013 will be a big year!” Although she’s quick to add that important twist, “you have to enjoy the journey as much as the arrival.” You can read more or comment on Pia’s story at womeninfocus.com.au You can connect with Pia through the Women in Focus Community. Discuss. Edition 36. 24 April 2013 |7 BOOKING BOSS RENEE + ANDY WELSH growth while Andy leads the development team. How do your diverse skill sets work together to deliver Booking Boss? What works for us is that our skill sets are different, and thankfully, complementary. Andy is a self-professed geek with a unique ability to blend commercial and technology requirements. Coupled with my business growth experience, we’ve developed a platform that truly answers the needs and wants of our customers. What type of businesses do you cater for? Renee and Andy are husband and wife co-founders of online travel booking system, Booking Boss. Offering comprehensive management of tours, activities and more at the click of a button, and all in one place. As CEO, Renee brings with her experience in the digital and travel industries – leading the business’ growth and direction. This, combined with Andy’s role as company IT Director, makes them an unstoppable team. Nicole Watson spoke with the couple to find out where it’s all headed, and just how they got to their perfect balance. Congratulations on the success of Booking Boss, how did you and your husband Andy come up with the business idea? We launched our business Codename Tuesday in 2006 and a number of our clients were tour operators, as we got to know them and their businesses better we were able to really get under the hood and understand their business processes and what systems they were using. Through this, it became apparent very quickly that there was a huge gap in the market for a software platform that allowed them to manage their entire business end to end and connect their respective teams. We did some research and alongside our clients developed Booking Boss. Renee, you drive the brand and business Discuss. Edition 36. 24 April 2013 Booking Boss caters to all types of businesses from traditional tour operators and activity providers through to training companies, courses, day spas, small events & festivals. Anybody that needs a cost effective software solution that can instantly plug you into a broader distribution network would greatly benefit from Booking Boss. What are the benefits to clients? Everything we do is developed and designed to grow our customers business. Some of the key benefits include: 1. Reduce admin costs 2. Greater control of availability 3. Instant reporting 4. Automatic access to distribution channels 5. Merchandise management Booking Boss offers a complete end-to-end software solution to leisure operators, from customer acquisition to check-in and automated post event communication. Working together can have its challenges. How have you overcome these? A lot of couples go to great lengths to compartmentalise their business and personal lives. However, we’re lucky that we can blend them quite seamlessly. That said it’s very important to set boundaries and be aware of the difference. In the beginning it was all too easy, when you work together, to live and breathe your business to the exclusion of everything else. That is simply not sustainable. And it is detrimental for any relationship and your health. In order to get the most out of our business partnership we engaged a business coach a |8 BOOKING BOSS while ago and have never looked back since. Our coach has given us the tools and skills to communicate more effectively with each other and our team. Above all else it is important to respect each other and make time to enjoy a chat and a glass of wine without work coming into the discussion. What is the most rewarding part of working together? The fact that we are creating something that changes people’s work lives and industries is extremely exciting for us and something we are both passionate about. It’s really rewarding to sit back at the end of a hard week and know we’re both working towards achieving our hopes and dreams together. What is the craziest leisure activity or tour you’ve experienced? Children You can read more or comment on Renee’s story at womeninfocus.com.au You can connect with Renee through the Women in Focus Community. What is the secret to your success as a couple, in business and in life? WOW what a question! To be completely honest there is no secret. Everyone strives for balance and when you work together and have two children under 5 of course that can be difficult. I don't think anyone has perfected it yet. We all just do the best we possibly can. If I was to pick something though, we are extremely honest with each other and we talk a lot. Your vision for Booking Boss is to be the number 1 booking management system dedicated to the leisure industry. How will you achieve this? We want to be the heart of the leisure industry; a vital component that changes the way people in the leisure industry do business and connect with their customers. We want to be accessible to all businesses large and small and not only offer the greatest and most cost effective software platform available, but also provide the facilities and knowledge our customers need to effectively grow their business. And we want to achieve this on a global scale. What advice would you give to couples founding a new business together? Be prepared for a gigantic rollercoaster ride; but who best to be sitting next to you than your partner. Keep talking, don’t panic and have FUN. Discuss. Edition 36. 24 April 2013 |9 THE WRITERS’ GROUNG SIOBHAN DORAN + DALEY CHASTON there is so much noise online and offline, authenticity is everything these days. Respect your audience, be clear, be honest, and be a bit creative with it – and you’re more than halfway there. We service medium to large companies. We usually work as an extension of a company’s inhouse communications team - typically within the corporate sector. Siobhan, you founded The Writers’ Group and Daley has joined the company recently – how do you define your roles? SIOBHAN: This was a surprisingly easy process as Daley and I are so different; our skills are in such clear contrast. They met at a drama class and emailed each other each day as their romance blossomed. Siobhan Doran and Daley Chaston, now married with two gorgeous young boys, still email each other - many times a day, to manage their growing business and their family life. Daley is very grounded. He wears a sensible hat and always asks the right questions at the right time, exactly when they need to be asked. Whereas I’m the big-picture thinker, the idealist and dreamer. I love pushing the business forward, yet I need Daley to anchor this growth. We joke that we are a bit like ‘backstage’ and ‘front of house’. Given we met a lifetime ago at drama school, it’s funny that we have ended up with this analogy. With Siobhan ‘front of house’ and Daley ‘behind the scenes’, they not only make ideal copreneurs, they are working together towards a life of balance, compromise and discovering incredible opportunities for their family to thrive. DALEY: When I joined it was clear that Siobhan needed to be freed up more, to support the growth of the business. My previous roles were in Account Management within the corporate sector, so there was a logical delineation of roles that quickly took place. Here Siobhan and Daley spill the secrets of harnessing their success as partners in life to make their business flourish. We also benefit from the support of Trish, our Accounts Manager who works with us to oversee our internal processes. What does The Writers’ Group provide and who do you service? SIOBHAN: The Writers' Group started out as a straightforward copywriting agency, and quickly became more than this. Our clients wanted our written skills, yes, but they also wanted bigpicture advice around how to communicate more effectively with their audience. We cut through the jargon and encourage our clients to communicate in a frank and respectful way with their target markets. In a world where Discuss. Edition 36. 24 April 2013 What have you each learned about one another since working together? DALEY: I didn’t realise how rewarding it was going to be. I knew that when Siobhan launched the business it was going to be incredibly demanding and I made a commitment to support her as much as I could. However, the benefit to all this hard work is that – on a good day – we have a flexible lifestyle. This means we can balance our work commitments with our family commitments. We’re fortunate to have created this situation, and we don’t take it for granted. | 10 THE WRITERS’ GROUNG SIOBHAN: It’s a good question. I think it's just reaffirmed that we really are so different. We laugh about this at least once a day – we keep saying, "If you paid me a billion dollars to do your job, I wouldn't do it." We love our respective roles and there is just no crossover. This experience has also amplified the qualities I knew Daley has. He's very supportive, dedicated and insightful. At a very real level – this is all about our family, and the future of our two boys. That’s our day to day focus. Working together can have its challenges. How have you both overcome these? DALEY: It’s funny, as we had an old-fashioned courtship where we emailed each other daily. Yet now we are working together, we have an overly formal approach to emailing each other. It’s quite funny really, but it’s the best way to make sure we approach things the correct way. We have short, direct emails with actions assigned. It works. SIOBHAN: We also realised that we had to set limits on when we ‘talk shop’ and when we switch off. If it’s after 5pm for example, and one of us needs to remind the other about a workrelated issue, we’ll send a one-sentence email to talk about it the next day. Then we pick the conversation up again in business hours. Also, when we go out to dinner we also have a bit of a rule that we don't talk about work at all. It's important to switch off. I think the fact we have such clear set – and contrasting – roles within the business means that there isn't really any conflict or challenge. We both respect the other person's skills and we don't get too involved in areas outside our own specialisation. How do your children benefit from you being copreneurs? SIOBHAN: They get to see a lot more of us than if we were working full-time in separate offices. We can be flexible and make sure we go to the Easter Hat parade at school, for example, or finish work early to go to the beach one day. tempting to protect them from that, it's a reality of life. Hopefully we're teaching them about the value of hard work, and that they can create something out of nothing if they have enough passion and drive (and a bit of luck, support and good timing). Daley also takes on the primary role of doing school drop-offs and pick-ups, but I'm able to dedicate time to help out at school in the canteen, or in my son's class on a regular basis. We're lucky to have this flexibility – but we work very hard to earn it! DALEY: I think there is nothing more inspiring than hard work. I think a lot of Siobhan's motivation comes from her father, who was an incredible man. As a result of watching his business journey, both Siobhan and her brother are now business owners. It’s a big step to make a commitment to start a business, and the inspiration comes from their dad. This is why I have no doubt that our two boys will look upon the commitment we have made to The Writers’ Group and see it as inspiring. That’s not to say I'd choose for them to go into the business world themselves, that choice is very much their own. Secretly I'd much rather they went on to become football (soccer) players! What is the future vision for The Writers’ Group and, now you’re copreneurs, could you ever go back? SIOBHAN: No way. The Writers' Group is going through a very exciting period, where our clients value quality content more than ever before (and so do search engines). That said, we're under no illusions. Daley's role is to get the business to where it needs to be to the point where he can exit it. Daley studies sign language in his spare time (!), he’s mentored school children, and is very much community-focused. He has aspirations to go into the community sector to use these skills. I also have a real passion for giving back, and I wouldn't be surprised if we found a way to channel this shared passion through the business in future. We haven’t got all the answers yet, but this concept is always in our minds as the business grows. However, the flip side to this flexibility is that they do see that we work hard. While it's Discuss. Edition 36. 24 April 2013 | 11 THE WRITERS’ GROUNG DALEY: The best thing about the journey we are on is that we don’t know what the future holds. I would say though that The Writers’ Group is Siobhan's baby and there will come a time when I no longer feature so strongly in the business. I think for the long term this will be healthier for us. You can connect with Siobhan through the Women in Focus Community. But as Siobhan says, I think we'll always have a crossover, given our shared passion for community-based projects that help to support others in some way. If you were both animals, what animals would you be? SIOBHAN: Ha! Our son said Daley reminds him of a hippo. I’d like to think this is because Daley is solid and grounded, but I think this undersells him. I would say Daley is a gorilla (I’m not sure if this is any more flattering?!). To dig myself out of this hole here, it’s because he's a private kind of guy; a provider and protector and he has an enormous quiet and caring presence without needing to prove himself to the world. Daley is comfortable with who he is, and people warm to him because of this. DALEY: I can't help but think that a hippo and gorilla are a little harsh, but I'd definitely say Siobhan is a Jack Russell dog. So we’re equal now in our less-than-flattering animal analogies! It’s because she has so much energy and excitement. She is like that for about 16 hours a day, and then when it’s time to wind down, she’s out! Two speeds: fast and stop! Who is really ‘the boss’? SIOBHAN: Ha! Me! Though without Daley I couldn't do any of this, so in some ways he makes everything happen, through the support and advice he provides everyday. DALEY: This is very much Siobhan's business and I'm happy to support it in any way I can. It’s a great journey for us both. We had no idea it was going to be so intense, and so rewarding. But it’s still early days and we’re just grateful to be on this path together – both in business and in life. You can read more or comment on Siobhan’s story at womeninfocus.com.au Discuss. Edition 36. 24 April 2013 | 12 HARVEY NORMAN KATIE PAIGE + GERRY HARVEY Katie Page deals in facts – she’s not a lobbyist, but as CEO of Harvey Norman, she does have a voice and when she thinks something’s not right, she’s not afraid to speak her mind. It’s a quality she shares with Gerry Harvey, the retail giant’s Chairman and public face – and, Katie’s husband. Since November 2010, the dynamic duo have been delivering the facts about international online transactions, but those three words have become a proverbial ‘brick wall’ that they can’t seem to break through. “There’s a misperception that we’re against online shopping and we have copped a lot of stick about going public on this issue but it was never about online shopping - it was always about international online transactions,” she says, stressing ‘international’. Personally Katie does shop online, but she only buys from Australian companies and she makes sure they truly are operating in Australia and subject to our laws, taxes and standards. Professionally, her brilliant brain is akin to a business crystal ball. ASX-listed Harvey Norman Holdings has been a major player in the digital transaction space since 2000 and Katie has driven the company’s leading role in the digital Discuss. Edition 36. 24 April 2013 photography revolution, social media marketing and cloud computing. Katie and Gerry chose to highlight the issue of international online transactions because they believe in a ‘fair go’. “We’re against companies being able to ship into this country without paying tariffs, company tax, GST and compliance and employment costs,” she says. “The flip side, if people don’t think it’s such a bad deal, is to tell Australian retailers that they no longer have to collect GST, they no longer have to worry about compliance, they can ship in from overseas and not employ anyone – oh and by the way, you don’t have to pay company tax and forget the tariffs. So if that’s what everyone wants, let’s do it, but if we stop paying all of that, who is going to pay for the education for our kids and for our hospitals and our roads? Then there are jobs to consider retail employs 1.3 million people in this country, it’s the biggest employer in the private sector and we’re all aware of our responsibilities to the economy. ” Their concern is also about safety. “We’re saying that if electrical products or pyjamas for kids are being shipped in, those products should tick our safety standards boxes,” she says. “We’re trying to highlight this and say why wait until there is a tragedy. So why haven’t we had a lot of support from 22 million people asking for the safety standards and laws that protect consumers? But this is not about protectionism, it’s about a fair go - if you want a safe society there are rules and everyone should be playing by them.” Most Australians have seen their small local retailers change the way they do business or close their doors and one of the reasons Gerry and Katie went public was to speak on their behalf. They’ve delivered the facts and now they’re leaving the lobbying to the various organisations that represent Australia’s retail industry and its consumers. “The community has decided that this whole international online transactional business is fantastic because the prices are low, but they’re low because the costs to the companies shipping into Australia are low,” she says. “It’s expensive | 13 HARVEY NORMAN to do business in Australia and the smaller retailers are being hit the hardest. They’re the ones going out of business and they don’t have a voice like the big brands.” Harvey Norman deals in ‘big ticket’ items and its online retail operation accounts for less than 1% of sales. Katie points out that the 5% figure is the global average for online retail with the items generally purchased being clothing and fashion products or smaller consumer goods. But, when that percentage grows as expected, Harvey Norman is ready for the new generation of customers. Katie believes an omni-channel strategy is retail’s future and has positioned Harvey Norman accordingly - it is an online retailer as well as a physical retailer with multiple distribution points. It sells the products that facilitate online transactions such as smart phones, smart TVs and computers – and its 13,000 staff members are all well versed on the technology. It also has an in-house marketing and media accredited advertising agency. While websites are marketing tools for Harvey Norman and its affiliated brands, Joyce Mayne and Domayne, they are also ‘shops’ which transact in information as well as sales. All facets of the business work together to deliver personal and informed service through whatever channel customers choose – and, often they choose a mix. Katie and Gerry have worked hard to build a company that boasts $2.2 billion in net assets it can survive the changing face of retail and plan for the future, but that doesn’t mean it’s not hurting. “We’ve had to close some stores but not many and we should probably be closing other stores but we think this will be sorted out – at some point someone in Canberra will say this is wrong,” she says. “We just have to keep going, we have people to look after.” People are the core of their various business interests which also include retail operations in eight countries, thoroughbred racing, tourism and hospitality. Their companies employ 20,000 people and Katie recruits and manages staff in Discuss. Edition 36. 24 April 2013 the same way she runs her businesses – with vision, instinct and an entrepreneurial approach. “We look for highly intelligent people who are best in industry, but who are really nice people as well, people who look after their teams,” she says. “Everything we take on is for the longterm and we’re not greedy people, we like our people to be able to make good money. In every business we have amazing people. It doesn’t matter what business you have, you can run it if you have great people and we’re not micromanagers. We put good teams together and say here’s the framework, go run the business – our people know our standards and they know we’ve got that bigger picture for them.” Their thoroughbred racing interests include five breeding studs, numerous race horses and the Magic Millions Salescompany and race event. Each January Magic Millions draws the racing world to the Gold Coast for its thoroughbred sale, its race day and a range of social events which not only attract a global racing crowd but also thousands of tourists. Katie was raised in rural Queensland and is passionate about giving back to her birth state – growing Magic Millions is one way of helping to grow Gold Coast tourism. It’s a typical example of the way Katie does business, always looking for a win-win scenario. Her hospitality interests include the successful Byron at Byron Resort and Spa on the NSW north coast and a new hotel she is developing on Queensland’s Gold Coast which features another of her passions – environmental architecture. Katie set a goal to retire at 40 and financially she was in a position to do so. She’s now 55 and it’s hard to imagine her not working. She holds several board positions and is sought after for many more – she accepts the roles where she thinks she can make a meaningful contribution and those which reflect her personal passions. While she’s been approached to run for politics, she says she never will but has recently become a board member of the NSW Public Service Commission – it’s her way of contributing. In 2004 she became the first woman to sit on a sporting board in Australia | 14 HARVEY NORMAN when she joined the NRL Board and launched the Women In League initiative – she loves rugby league and one of her missions was to highlight its positives, including the contribution the sport makes from its grass roots levels through to the game’s biggest stars. Gerry also grew up in rural Australia and both were raised with an emphasis on ‘community’. They met through charity work and Gerry asked Katie to join Harvey Norman soon after the company was launched in 1982. She grew with the company and it grew with her business acumen and vision. Katie and Gerry formed a formidable business team and their relationship became personal. “Gerry and I are passionate about what we do,” she says. “It was never about accumulated wealth or anything like that – we actually love running businesses, we love working with our teams and we love giving people the autonomy to run these different businesses and become superstars - it’s just the greatest satisfaction to bring people through like that. We’re very different personalities, but we’ve got principles that we work by and it doesn’t matter how different your personalities are, if your principles are the same then you make a great team.” Katie also sits on the judging panel for the Pride of Australia Medal, which recognises and celebrates the nation’s unsung heroes. It’s appropriate because she, and her husband, embody every cliché that makes us proud to be Australian. They’re ‘dinky di’, hardworking country people who believe in a ‘fair go’. You can read more or comment on Katie’s story at womeninfocus.com.au Discuss. Edition 36. 24 April 2013 | 15 LEEUWIN ESTATE TRICIA + DENIS HORGAN Her art analogy is apt. From the outset art has defined the canvas of Leeuwin Estate’s story – as have a few brushes with good fortune and an eye for an opportunity, but the seeds for success were planted back in 1969 when Denis bought a plumbing business. Strokes of Luck Vineyard concerts have become etched in Australian lifestyle alongside surf beaches and rugged ranges. They’re intrinsically linked to the business of tourism, entertainment and, of course, wine – but, three decades ago they were unheard of. Back then, who would have thought you could take a trip to wine country and enjoy a world famous artist performing among the vines? “Denis,” says Tricia Horgan. “He’s the visionary. In the early 1980s he approached the Western Australian Symphony Orchestra who politely replied: ‘Thank you Denis, but you obviously don’t realise we’re a serious orchestra and we don’t play in the bush’!” Denis is Tricia’s husband. Together they are the founders, owners and innovative force behind one of Australia’s greatest success stories, Leeuwin Estate, and it’s impossible to tell the story of one without including the other. For five decades they have been a winning team, complementing each other’s skills and personalities in life and business. “Denis is very much the big picture painter,” Tricia says. “I join the dots and make those pictures come to reality.” Discuss. Edition 36. 24 April 2013 “We’re probably the only people who got into winemaking via plumbing,” Tricia laughs. “Denis was a chartered accountant who was putting together lots of small companies under the one umbrella and when he bought the plumbing business, a cattle farm in Margaret River was part of the deal. For the next couple of years we were ‘phantom farmers’, coming and going on the weekends, because we both fell in love with it.” Wine was a fledgling industry in Margaret River then and the Horgans were considering joining its early pioneers when fortune painted its first stroke on the Leeuwin Estate canvas in the form of a phone call from their lawyer. He had a couple of Americans in his office wanting to buy the land. It wasn’t for sale, but the visitors sounded interesting so they were invited to dinner. One of those guests was legendary Californian winemaker Robert Mondavi. He believed the Horgans’ land could produce worldclass wine and the Horgans believed in him. Mondavi became their mentor, guiding the mother of four and the surfing accountant into the world of wine. New Ventures and Blank Canvases The transformation of the cattle farm commenced in 1973 with the first vine plantings and a mission to ‘pursue excellence’. Inspired by Mondavi, Denis committed 100%, and a bit more, to creating a state-of-the-art winery. “That wasn’t the first scary thing he'd done so I was probably pretty used to it by then,” Tricia says. “In the early days I sometimes wondered if we’d end up living in a tent but his ventures have tended to work out well.” | 16 LEEUWIN ESTATE Again, the Horgan teamwork comes into play because some of his 'big pictures' remain a blank canvas. “I call Tricia ‘The Brake’ and I think that’s good,” Denis says. “Tricia will give me 100 reasons why something won’t work and that’s constructive because you need to know what all the hurdles are before you embark. I like to think I’m pretty good at knocking them down but she puts them up and often I see reason in her argument so we don’t go ahead.” The French Connection In the late 1970s, Denis was ‘lucky enough’, through a mutual friend, to be invited to Château Mouton Rothschild, the French vineyard renowned for its wine labels, created by world famous artists. Denis asked if he could take the idea back to Margaret River and put Australian artworks on his own labels. Philippine Rothschild agreed and Tricia started buying Australian art with a copyright waiver included in the price. In 1980 Leeuwin Estate’s first commercial vintage of Art Series Chardonnay was released. To support the quality of the product behind the Australian painting on the label, the Horgans always intended to target both global and domestic markets with a 40% export plan. They never intended to enter wine awards however, so Tricia was surprised when her London distributer phoned with news that Decanter Magazine had given its top award to the 1980 Art Series Chardonnay in an international blind tasting. “The call came on the day we were launching our second vintage of Art Series Chardonnay so that was just perfect timing,” she says. “Of course, we were very excited.” The Horgans ignited the wine world from their very first vintage and numerous unsought accolades and awards followed. Leeuwin Estate’s Kookaburras Sing For The World Discuss. Edition 36. 24 April 2013 In planting the seed to mix entertainment with wine, a concert came Denis’ way in 1985 when he was approached to provide financial support for the London Philharmonic Orchestra's Australian tour. He agreed – so long as the orchestra performed at Leeuwin Estate. “It was fortuitous to start our concert series with something that big and it certainly got a lot of publicity around the world,” Tricia says. “Even the kookaburras sang at all the right times and made their own headlines!” The business plan for the concerts was always about marketing rather than profit and it took nine years before they became revenue neutral, but during that time they built a connection in the global consumer mind between good music, good wine and Leeuwin Estate. In the same way Tricia seeks Australian artworks that capture the essence of the Leeuwin Estate product, she hunted the world for artists that reflected the variety and quality of their wines, luring and funding music’s biggest names, from classical to rock, to perform in isolated Margaret River. Sting delivered Tricia’s ‘proudest’ concert moment. Through persistence and some innovative bargaining incentives she lured the superstar to Leeuwin Estate for the 2005 Concert Series. When the tsunami devastated Asia she asked him to stage an extra benefit concert and then approached the Margaret River community to also donate time, services and product. All obliged and a staggering $4.8 million dollars was raised, with every cent going to charities earmarked by Tricia to deliver - and report - results. That concert not only helped fund the rebuilding of 84 schools and other projects in tsunami-stricken communities, it also bonded the Margaret River community and the Leeuwin Estate ‘family’ with a new sense of pride. Finding Fortune & Blending Wine With Tourism Today Leeuwin Estate produces 60,000 cases of wine each vintage, owns 375 acres of quality vineyards and exports to more than 30 countries | 17 LEEUWIN ESTATE around the world. The key to its success lies not only in the Horgans’ brilliant team work but also in the words such as ‘luck’ and ‘fortune’ that pepper their anecdotes. They have never sought acclaim, or government funding, but have positioned themselves to attract fortune and make their own luck by devising longterm strategic plans and then seizing the opportunities that come their way. You can read more or comment on Tricia’s story at womeninfocus.com.au The Horgans not only pioneered the notion of connecting wine and the arts, but also vineyards and restaurants. Together they have created a total experience around wine that not only reflects their product but also their region. In painting their own ‘big picture’ they made wine an integral part of tourism and their contribution to that industry was honoured on Australia Day 2001 when both were inducted as Members of the Order of Australia. Planning for the Next Generation – of Vines and Horgans From the outset, the Horgans have considered themselves ‘guardians’ of the beautiful and special piece of nature they inherited through the plumbing deal and their focus on protecting the environment for future generations is integral to their vision. Tricia and Denis will probably never fully retire. They still have dreams to make a reality and plans to back them – such as expanding to hospitality, maybe even a golf course – but they have started handing the reins to their children, again backed by a succession plan to ensure the transition from ‘winery’ to ‘family winery’ runs smoothly. “I think we’ve been incredibly lucky because our children are a bit like Denis and I, Ying and Yang, with each complementing the others’ skills,” Tricia says. That word is a constant, but perhaps we’re the ‘lucky’ ones, because Tricia and Denis Horgan embarked on a ‘big picture’ journey and created a masterpiece that’s added a new dimension to the Australian lifestyle – some food for thought next time we venture to wine country to enjoy world class music and fine cuisine among the vines. Discuss. Edition 36. 24 April 2013 | 18 NINE2THREE KATHRYN + ROSS MACMILLAN Ross and Kathryn are husband and wife co-founders of flexible recruitment agency, Nine2Three. Founded after Kathryn herself, had troubles re-entering the workforce after having a child – it’s a company based on personal experience that offers real results and it’s forging change within the recruitment industry. The company itself is a working model of success too – with every employee being seen as a partner in the success of the business and all working flexible hours. As part of the In Her Shoes series, Nicole Watson spent a day with the Nine2Three team to learn more about their winning ways – and how Kathryn and Ross struck gold with their work/life balance model. You’re in the business of connecting people with a position or career that suits their unique needs. How does this work? Nine2Three started out as the conduit that brings together people looking for some flexibility in their working life, and businesses that are happy to offer flexibility in return for the length of tenure, skills, maturity and life experience these candidates bring to the business. Discuss. Edition 36. 24 April 2013 Connecting people and businesses in this way gives both parties a unique opportunity to really forge a strong partnership, that will see the business grow and the person cultivate work/life balance. These days you hear a lot about using the technology of recruitment, online advertising, software that will do the job for you, and application forms that cull your candidates for you; but we have built our business on having an in-depth understanding of the needs of people, that is both clients and candidates. We look at their unique needs; understanding the psychology of each and matching the skills of both parties. You also connect small business with affordable HR solutions to help manage risk. How do you do this? Most small businesses do not have a HR person or much understanding of HR needs. Our clients ring us for example, when they want to take a new person on and need a Contract of Employment. They may also need to manage a staff member, need to implement some policies to protect their business or just some coaching around how to speak to their team members and build a better functioning team. We use an Industrial Relations Law Firm to complete the legal documents and then work with the business to customise these documents to their business and implement them into total HR systems. We do as little or as much as the business needs – from one document to designing whole WHS systems and recruitment processes. Our documents are Fair Work Compliant and we become the HR department for the business and even do a no-cost review every 12 months! Nine to Three is a unique business model approaching recruitment in a different way. What are the benefits to your clients? We are like no other recruitment company. We believe in quality of placement and as such work exclusively with our clients to place the perfect candidate into their business. The standard ‘Fee on success model’ that most recruitment | 19 NINE2THREE companies employ does not really work for either the company or the client. From the clients perspective, the recruitment company is so intent on getting a candidate into the role as quick as possible, (because if another company beats them to the placement, they will not be paid for their work), so quality is reduced and speed is increased. The fees you pay need to be substantially higher to offset the risk that the recruitment companies run working for nothing if they miss the placement. From the recruitment companies’ point of view, they bear all the risk with this model. So you have to question the depth of work that may be completed on your behalf when there is no guarantee of payment for them. All our clients work exclusively with us on a staged payments system. This means that our percentage rates for permanent placement are lower and we work with the client to achieve the desired result; being paid as we reach certain milestones. All our clients are happy to work this way, and our reputation is so strong that very few new clients have any issues working this way as they can see the benefits for themselves. Additionally, clients love Nine2Three as we have an Executive Division for management and senior staff and our own employees stay with us long term. This means if you call us today and then call us for another role in a years’ time, you will speak to the same consultants; meaning we develop a really solid understanding of your business needs. Customers love this! From humble beginnings in a home office, you’re now in a great office space with a buzzing team. Can you share your start up journey? The concept for Nine2Three was developed with my husband, after my own experiences trying to return to the workforce and having a young child. I still remember us discussing the name in the kitchen one night. We were a home based business for 12 months and it was basically me and one employee to help me out a day or two a week. Discuss. Edition 36. 24 April 2013 We were lucky enough to be approached by the Sutherland Shire Hub for Economic Development (SSHED) which is a business accelerator. We then moved to a little office in the SSHED where we stayed for four years; being the grateful recipients of fantastic mentoring and business assistance. When the staff started comparing our office to being in an elevator, I knew we needed a bigger place. We moved to our current location in Sutherland about 5 years ago and use this as our head office with a serviced office in Australia Square for our CBD clients. It has been a fantastic journey and I love the business and my team. I am prodigiously proud of them all and what we continue to achieve! What was it like having to start your career all over again? My confidence totally disappeared! I knew inside that I was a capable person with much to offer any business, but I had a few issues. Like no higher education, no tertiary education, no references, no work experience other than entrepreneurial and a child that had to be dropped off and picked up from school. I mean – why wouldn’t you employ me! It was totally debilitating to realise that others could not see my potential. If only I was given a chance, they would see what I could offer them – but no chances came. I started to retrain myself at the local TAFE and eventually found work through my personal network. If only I had a spokesperson to help me – and now this is what Nine2Three is for hundreds of women. You co-founded the company with your husband. How do you both make a personal and professional partnership work? Ross and I both have very different personalities, work styles and talents. It is our immense differences that actually make us such an amazing team. In a professional partnership, understanding the other person really well and acknowledging their strengths and weaknesses means that you can work together by working on different aspects of the business where your | 20 NINE2THREE talents lie. In a personal relationship, time apart is really healthy (especially if you are working closely together). Having common goals that you aspire to, gives focus to what you are doing and places it all into perspective. My favourite saying is, “life is for living.” So we are always focused on creating the best life for ourselves, and our family, and enjoying every minute of it! Working together can have its challenges. How have you both overcome these? We have overcome the challenges of working together by realising very early in the business that it is best not to work together! By that I mean not working on exactly the same aspect of the same project; as this can lead to challenges because we both have very different working styles. What we do best is recognise each other’s talents and leave the other person alone to complete their project; and then work together on the big picture items. What is the most rewarding part of working together? Having that other person to share your dreams, disappointments and wins! Having someone to run things by and get another perspective on issues and of course drinking the occasional bottle of bubbly when things are good! What is your vision for your business over the next five years? Nine2Three will continue to grow and expand across all four of our divisions. That is, SME Recruitment Solutions – the essence of Nine2three really, with flexible staffing options for small businesses; MacMillan Corporate Recruitment Solutions – our executive division, working with more large firms, expanding our government contracts and being a preferred supplier to the banks; HR Management Solutions – continuing to work with small businesses and assist them to become Fair Work compliant and build better functioning teams; and last but not least - Candidate Solutions – with a consultant entirely focused on this growing division we run workshops for women returning to the workforce, assist candidates with resume re- Discuss. Edition 36. 24 April 2013 writes, and conduct interview skills sessions to help people with their personal manner and career coaching. Do your staff at Nine 2 Three also work flexible hours? YES! However our office is open from 9.00am – 5.00pm Monday to Friday. I realised at the beginning, if I was going to tell our clients, that I could find them a better quality candidate, who would stay with their business longer, be more connected to the business and bring not only work skills and experience, but life skills, to the business, if only they would offer a little flexibility - then I would have to prove the model worked too. So for the past ten years, no person at Nine2Three has had set work hours. We choose the employees we want, and then create the roles around them. Some people start early, some late, some leave to do school pick up, some work later. I know I will always put my family above my business, so if I recognise that fact in my employees also, I can facilitate a work/life balance for them too, so they can be there for the East Bonnet Parade, or drop their partner to a meeting, or take time to care for an elderly parent. What I get in return is huge connectivity to the business, staff that regularly go above and beyond, and people with amazing skills who know they are valued and have a career path. And, almost unheard of in recruitment, a team who stays with me long term. In an industry where attrition rates run at 30%, ours remained at 0% for over 5 years. When many in our industry were casualties of the GFC, we came through without losing one staff member, and developed even greater relationships with our existing customers and many new clients. This is the power of a team that has the ultimate work/life balance. You can read more or comment on Kathyrn’s story at womeninfocus.com.au You can connect with Kathyrn through the Women in Focus Community. | 21 UNIMAIL ANDREA + ROGER CULLIGAN Andrea Culligan is no stranger to business expansion. As the owner of communications consultancy The Unimail Group, she’s spent 13 years growing her business from a twoperson dot-com to a global business with offices in Australia and Canada. But the road to success hasn’t always been smooth – here Andrea shares some insights on her path to growth. Was the decision to purchase Unimail a difficult one or were you completely confident it was the right move? I have been an owner now for 13 years. I bought out a business partner 2 years ago, that decision was made due to misaligned vision. We were both looking for different things – I was and am completely confident it was the best decision for me to make – albeit never easy. We know you had some challenges with company culture in the early days that you worked hard to overcome. Can you tell us a little about that experience? Discuss. Edition 36. 24 April 2013 We are still rebuilding our bridges. With a partner buy-out, a challenging economic climate and our clients not able to support us the way they had financially, it was incredibly difficult to run the business in 2 different time-zones, manage the culture, be the primary revenue driver and endeavour to change strategy. I was a poor communicator during a time when my team needed it most. Most of us have parted ways and I’ve learnt many lessons. One of which was being clear about what my vision is. Simplifying the cause and the process was a second and the third was ensuring I have the right people around me to get there. We are now beginning to recruit again and our process is much more rigid. Our measurement systems are much more rigorous and our values have become much more prominent both visually and in how we work. What was the biggest challenge you faced when opening your Unimail office in Canada? Any advice for business owners looking to grow overseas? The number one biggest challenge was the underestimation of how much of my personal time it would take. I spent 5 days every 5 weeks in Canada for over 2 years. That meant a lot of time away from my family, friends and my business here. We were growing in Australia and trying to start up in Canada – we should have focused on one or the other. It has worked out for the better, but it’s not been easy. The second challenge is finding people to be the face of the business for you in other regions. Getting people to be as passionate, tenacious and resilient as you are has been an incredibly difficult task. We will do most of the business development ourselves and use our Canadian team to execute on our projects. Our next approach is having people trained here in Australia for a period of time so they know our culture, our way of working, our values and our vision well before they work on their own or with a small team that may not have the visual and energetic presence of a larger team. | 22 UNIMAIL Seasonal businesses seem to be an important part of your growth model. Can you tell us more about that? We have 3 businesses. One is a jobs directory for university students – this is a very cyclical business, as is our 2nd business a distribution business that distributes, assembles and stores events material for career events on campus. Therefore a similar market and timeframe. It works well for understanding resources, providing a niche and allows simple forecasting. Our 3rd business – an employer branding agency – works across everything relating to creating and developing brands that people want to work for. That may encompass building a diversity strategy or an attraction campaign to have high quality talent apply for roles or developing an employer value proposition. This business isn't necessarily cyclical except for when we are building graduate attraction strategies. All of the data from all businesses however ties into the other and gives us expert knowledge across the board. How have you worked with your banker to grow your business? We have worked off and on throughout the years for a diverse range of things. Questions about process, options or different solutions for e-commerce. More recently we’ve looked to engage with them to understand a better process for when we sell a business and how best to position that with the bank as well as leverage some of their contacts as potential buyers. Your husband recently joined Unimail. How have you found working together? We’ve been working together, even sharing the same desk for the past 14 months now and it’s been brilliant. We’re very lucky in the fact that we have an incredible partnership. Roger is a brilliant operations focused businessman and I’m definitely better positioned with strategy, vision and client engagement. Neither of us have any interest in doing each other’s roles and I’m inspired every day by his ability to keep cool, collected and focused when the environment is Discuss. Edition 36. 24 April 2013 hectic. We leverage off each other’s strengths and use each other for guidance, honest feedback and support. It’s been an invaluable change to my business having my husband in the company. My team thank me for it as well. How have communities like Women in Focus and the Entrepreneurs Organisation helped you as a business woman? It’s hard finding like-minded people, let alone women who “get” you. I come from a hick town in northern Canada, where I don’t think I ever fit into any particular mold. That was always the difficulty. When I came to Australia I moved around a lot, joined sporting clubs and communities to become part of something. However, I’ll never forget the first event I went to for EO (Entrepreneurs Organisation), it was like where I had meant to be my whole life; passionate, excited can-do people who engage with risk, innovation and curiosity. I walked out panting with energy. I’m so grateful for the organisation as it has provided me with a friendship group and constant set of learning that I wouldn’t have otherwise come across and a support system unlike no other. Women in Focus has very similar traits, with a group of ambitious women ready to take on the world. They collaborate to create something very special for women who are looking to leap, jump or even just dip the toe in the water. It’s a support network that creates opportunity and provides lessons from those who have gone before. You can’t buy that kind of network! You’re right on the pulse when it comes to new technology and have embraced web advertising, sms, email, and social. Can you tell us about how you have used technology to grow your business? Technology is both my friend and foe. Being one of our businesses is in the youth market (our jobs directory is supported by a graduate jobs board) technology is moving so incredibly quickly. I’d like to think I’m rather adept at utilising all forms of social media and technology, but I become overwhelmed with how fast it changes. I’m dependent on my team | 23 UNIMAIL to help us all keep up to date with it all. However, technology has also allowed us to connect with clients throughout the world, work faster, streamline our systems and production, outsource menial tasks and overall work to become a much more efficient business. I still yearn for a day where I can understand all the apps that will work for our business and they all connect so the user experience is simplified. Until then, I’m still drawn to pen and paper for my daily task list and use a variety of tools to supplement other areas. Unimail was number 68 on the BRW Fast 100 listing in 2010. Has your fast growth been difficult to manage or has it been smooth sailing? I could write a book on what not to do when growing a business. I’ve learnt a multitude of lessons. For us, growth was wonderful for a few years, however, our foundations were not strong enough to contend with long term fast growth. We didn’t engage our clients as well as we should have, we forgot to communicate (simply) with our clients and staff and we focused on just “getting the job done” instead of ensuring the system that got the job done, was the right one. We’ve spent the last 18 months amalgamating our systems, financial processes, structure and business strategy to go out into 2013 with a new focus and company vision. We plan to grow again, but slow at first this time with strong foundations before we move at pace. Conduct a realistic revenue forecast and have it challenged by others – supporting partners such as accountants, bankers or the like so that your ambition and optimism doesn't cloud your reality. Last but not least, stay confident and true to yourself. Sometimes those closest to you will question your judgement, your approach or the way you work. Take feedback on board and analyse it, but don’t let it overcome your vision. Connect with Andrea on the Women in Focus community. You can read more or comment on Andrea’s story at womeninfocus.com.au You can connect with Andrea through the Women in Focus Community. What one piece of advice would you give to an aspiring business owner? I’ve actually got 3… Do it, go for it, head first. However, understand the risks you are undertaking and be prepared for them. It can be a risky exercise no matter the idea. The unrealised threats can be daunting when they occur if unprepared. Write a list, have someone else challenge you on all of these areas and then check it again. Do this twice a year (or as often as you review strategy). Discuss. Edition 36. 24 April 2013 | 24 PARONELLA PARK JUDY + MARK EVANS An award-winning tourism experience began as a love story a century ago. The leading man was a Spaniard, Jose Paronella, a dashing young farm worker who dreamed not just of a better life, but one with all the trappings including a castle for his queen. It was a pipedream in Spain, but a possibility if he ventured to the other side of the world. Jose arrived in Australia in 1913 and began working in the cane fields of tropical North Queensland. Soon he was buying them, improving them and reselling them. His entrepreneurial spirit flourished and 11 years later he was ready to return home, marry his Spanish sweetheart and bring her to this faraway land of opportunity. One problem – she’d married another. Jose solved it by marrying her sister and the dream continued with Margarita. Together they pioneered Paronella Park – and built its castle. Two decades ago another couple, Judy and Mark Evans, also had a dream to build a new life. After six years in Singapore the Australian IT executives decided to leave the corporate world and a privileged ex-pat lifestyle to embark on a journey guided by fate. Discuss. Edition 36. 24 April 2013 “We weren’t really sure what we wanted to do – we just wanted it to be interesting,” Judy says. Their only real plan was to show their young children Australia so they bought a caravan and started traveling. As they explored the wide open spaces of Australia, they also discovered a hankering for tourism. The Northern Territory appealed, but land was beyond their budget. Tasmania was another option, but discounted due to climate. After 18 months travelling and a process of elimination, the tropics of North Queensland became their land of opportunity and they asked a Cairns real estate agent to look out for something suitable – and interesting – while they continued their family adventure. “We’d find a payphone and ring him each Saturday morning,” Judy recalls. “One day he said: ‘Well, there’s a castle for sale!” Their journey ended 2 hours south of Cairns at Paronella Park. “I’d never seen anything like it before,” Judy recalls. “I’d travelled the world and here was a little bit of Europe in Australia. I couldn’t believe I’d never heard of this extraordinary place and remember wandering around thinking: Is this a dream?” Back then, Judy was unaware it was in fact Jose’s dream. Judy and Mark purchased Paronella Park in 1993 and with no tourism experience have turned it into an award-winning attraction. Its most recent accolades are two category wins at the recent Queensland Telstra Australian Business Awards – the Commonwealth Bank Medium Business Award and the QLD Government Regional Award. “The main reason we enter awards is discipline,” Judy says. “The awards entry process makes us look at what worked and what didn’t work during the past year and plan for the future – we didn’t do it one year and we felt like we were floundering. But the Telstra awards are definitely a highlight because of their high profile and integrity.” | 25 PARONELLA PARK Like Jose, the Evans trusted their dream, their instinct and their own entrepreneurial flair. “We believe anything is achievable if you put your mind to it,” Judy says. “In that way we’re a bit like Jose – people used to call him the ‘Spanish idiot’ and we’ve often been told we’re mad with some of the things we’ve done, but our philosophy is ‘go for broke’ if it feels right.” Judy has never forgotten that first feeling she experienced at Paronella Park and that is the essence of the experience. “We have thousands of testimonials from customers who talk about an emotional connection they have to this place, it gets under your skin,” Judy says. Customers return for the same reason Judy and Mark stayed – the intangible magic of a special place created with love. The Paronella Park experience is simple – wandering about the castle Jose created and wondering at the innovation of a man who also built his own hydro electric plant. Then there’s exploring the native flora and fauna – by day or by night – with the option of bunking down in the heritage-listed site’s camping ground or caravan park. Judy and Mark worked to enhance the experience by making Jose’s castle feel like their home. Mostly they’ve stayed true to its history and Jose’s dream. built, but also his hydro electric plant which generates all the power for Paronella Park. The Evans support the local community, which in turn supports them and their marketing always has been, and probably always will be, ‘word of mouth’. “We believe in growing organically and we don’t want it to get too big because it detracts from the experience,” she says. “We’re not looking to anyone other than our customers to promote Paronella Park.” Still, the business is more than viable and the Evans expansions include the recent purchase of a local hotel, which gives them another accommodation option – and, a venue for wedding receptions following ceremonies in the castle or surrounding rainforest. And so, ‘the dream continues’ with the Evans – and a little help from Jose. “We say Jose’s spirit is still here – certainly he’s our inspiration,” Judy says. “Before we do anything we ask what would Jose do, what would he think of this.” To date, he’s been spot on! You can read more or comment on Judy’s story at womeninfocus.com.au Paronella Park has also had its share of nightmares including fire, floods and cyclones but they just add to its rich history. Judy’s own dream is to make it a ‘must do’ Australian tourism attraction. To her, Paronella Park is the quintessential Australian-European story, celebrating those adventurers who came here with little money but a big dream. Customer service is key to the success of their business and it comes not just with personal attention, but also a money-back guarantee if the experience is not enjoyable. Sustainability and respecting the natural environment are also important and the Evans have not only refurbished the buildings Jose Discuss. Edition 36. 24 April 2013 | 26 WOLLASTON FARMS SHIRLEY + JOHN HARLOCK Shirley Harlock and her husband John are co-partners of Wollaston Farms, which produce around 6 million litres of milk annually from two 400 cow dairy farms at Warrnambool, Victoria. A true self-starter, Shirley is proactive and passionate in equal measures. She is the Chair of Dairy Australia’s ‘FutureDairy’ research project, developing automated milking technology and advanced feedbase management. She is Chairman of Dairyfood Safety Victoria, the Government statutory authority responsible for food safety in the dairy industry. She is also a non-executive director of the Sustainable Agricultural Fund, a corporate investor in Australian agriculture. She was previously a Director of Australian Dairy Farmers Ltd., and a former Councillor and Executive member for United Dairy Farmers of Victoria (UDV). Shirley stops for a moment to share her vast experiences with us - both on and off the land... Originally a town girl, I didn’t know which end of a cow milk came from - until I married a dairy farmer. My husband’s family however, are fourth generation dairy farmers. Our eldest son Scott now manages the two dairies, and he also married a town girl– a nurse. All farmers marry Discuss. Edition 36. 24 April 2013 a nurse or a teacher, that’s their financial risk strategy! I live by the philosophy that, ‘if you’re not involved, you’re part of the problem’. I get very disappointed when people sit back and complain without taking the time to understand the issue or be involved in creating a solution. You can’t improve a situation by just sitting on the fence and criticising. We’ve got to offer more exciting agricultural career pathways for school-leavers. I remember talking to a very astute industry leader who asked me, ‘why would anybody want to go into agriculture? You pick up any rural paper and all you read is gloom and doom, drought and poor seasons, floods, fires, volatile commodity prices, high input costs, long hours and labour difficulties By comparison you pick up the Financial Review and you see all these exciting careers in technology, investment and commerce, and you’re sitting there at 18, finished school and contemplating your career, what are you going to take on?’ The previous pathway was often share farming* or leasing but it’s much more difficult now. With volatile commodity prices and the high capital cost of land and stock that is invested, the return can be abysmal. My generation is going to have to be more creative in how they offer that pathway. We will need to leave capital in the farm at a reasonable interest rate or offer more creative leasing structures to give them something to aspire to. *Share dairy farming involves two parties - the farmer supplies the land and the share-farmer the cows. Returns are split 50 / 50. An issue of concern to me at the moment is the price of land, the price of cattle and the price we are paid for our product - the correlation is too far apart. It’s making it very hard for a young person to say, ‘when I finish my education I’m going to be a dairy farmer’. Unless they can inherit the land - or in some way be able to purchase or lease land it will be nigh on impossible to achieve farm ownership now, compared to a generation ago - or even 15 years ago. We have supported future generations of family farmers through our current share farm couple who have been with us for 17 years are a husband, wife and son team and they have | 27 WOLLASTON FARMS acquired an equity interest in the stock and farm plant. They will soon buy their own farm, without a major outlay other than the purchase of the land. This is the second occasion we have used this model to achieve mutual goals. Whenever we employ people, we always endeavour to ask: where do you want to go, what do you want to do, and how can we all get there? We explain our philosophy,, and where we are wanting to head with our own business growth. It’s important to understand what they want, and they understand what you want. Then together you strive to achieve each other’s goals. But if you just employ people on a workforce basis of wages, ‘day in day out’ drudgery, long hours and no goals in sight, then your business is on the slide, it’s just not sustainable in today’s current employment environment. Currently it is very difficult to encourage institutional investors to invest into agriculture. . They ask, ‘why would we put money into agriculture? It’s too big a risk. Labour is an issue, weather is an issue, prices are an issue…’ and at times it is hard to explain why they should. many of them are not adequately recognised for such commitment. I would say that I’ve never experienced any gender bias; nor any glass ceiling. Dairy is well renowned for the training opportunities it promotes to its people. The industry is fortunate to have a philanthropic trust which helps fund and encourage anybody wanting to do anything in the dairy industry – whether it be research and development, leadership, or just coming up with good ideas - there is a really supportive team through the via Dairy Australia, ready to support them. Good ideas and enthusiasm to participate is what counts in dairy – not your gender. You can read more or comment on Shirley’s story at womeninfocus.com.au You can connect with Shirley through the Women in Focus Community. On one hand we need the corporate investment, but on the other hand it can be viewed as a threat. It’s a threat in that it can short circuit the traditional way farms were passed down, from one generation to another. Previously the farm was passed through generations, but now the situation is so hard that it’s a challenge to do this – and so we need the corporate investment. We have many friends whose family say, ‘corporate investment is not for us. Sell the farm and retire when you’re ready.’ But when you’ve got nobody to take it on and you don’t want to manage labour, what’s your next best option? My vision is to see financially sound and sustainable family entities retained in agriculture, but I ,may be a little too idealistic. I certainly would like to see the Australian agricultural industry produce all the feed food we need after all, we have the resources and the climate to do so. To enable this to be a reality it requires supportive government policy and the support of every consumer is needed. I’m always delighted to see other women enter into leadership roles in the industry. Dairy consists of many husband and wife combinations with women shouldering an equal workload, and Discuss. Edition 36. 24 April 2013 | 28 JACKY + KEN MAGID Cookie industry innovator Jacky Magid operates in a market where she knows the only barrier to entry is an oven! Yet she tells us how under her and her husband’s leadership they’ve managed to secure deals with Qantas, Woolworths and Virgin Australia. charliescookies.com.au My husband Ken bought Charlie’s Cookies as an insolvent business in 2004 after looking for a business to buy and repair! At the time he was working in his family property development company and I was working as a commercial lawyer, on Melbourne’s Collins Street, having just returned from maternity leave. In the early years following the purchase, Ken was really focused on keeping the business alive. After immersing himself in the business and the industry, he realised that Charlie’s (at that time Uncle Charlie’s) needed someone who could reinvigorate the sales and marketing of the products and the brand. I was looking for something other than law, and Ken needed help, so that meant ME! When I joined Charlie’s in 2007 sales and marketing and reinvigorating the brand were essentially my key focus. We imposed our own condition of hiring a business coach to coach and mediate us for Discuss. Edition 36. 24 April 2013 the first 12 months because of course working with your husband/wife can be trying at times...! Our business coach George said to me, “well Jacky, I guess we should look at all possibilities, what if this doesn’t work?”. I looked at him quite shocked really, and I said: “That’s not an option George, failure is not an option.” I can’t enter something and think it might fail. I have to give it everything I have. We rebranded because the company had to represent something that I was happy to sell and market. The first thing we did was change the name, from Uncle Charlie’s to Charlie’s Cookies. We kept the Charlie’s for continuity, however I felt that it would be difficult to innovate and transform the company into something cool, funky and colourful under a banner like ‘Uncle Charlie’s’. The word Uncle had connotations of old fashioned and old worldly that didn’t suit the rebrand and the ideas we had for Charlie’s future. I’ve approached innovation with a customer focus – when our customers say they need a product, we look at developing it if it isn’t something we already do. It’s been really important for us to stay flexible and nimble so we can address our customer’s needs and our growth has essentially come from listening to our customers. Second to the rebrand and the customer led product development has been building a wonderful team. Without key people that you trust and who care for the business like you do, you cannot grow and flourish. Ken and I are incredibly proud of the team of people we have managed to put together. It wasn’t easy and has probably taken the full seven or eight years to get it right! While our famous bite size cookies are still hand ‘dropped’ (Women roll them and ‘drop’ them in bite size portions on trays) we have grown to be able to produce a wide variety of products some machine made and many of them still hand made with care and passion. On busy days we can produce over a tonne of cookies in a day. Making cookies is not rocket science – it’s butter, flour, sugar and an oven, so pretty | 29 much anyone can do it! The competition is intense and there are a lot of biscuit companies in the market so you need to stay fresh, innovative, relevant and true to who you are, never taking your eye off the ball. We make some great products. Our new Muesli Slice with Middle Eastern Fruits just won a Silver Medal at the 2012 Sydney Royal Fine Food Awards. It’s my recipe and it’s my favourite, so I’m pretty proud! We also won a medal for our Mini Lemon Melting Moments. Recognition for the products is really important, we have won some awards for our company, but it’s also important for us to be recognised as a food producer. We were in a rented factory when we took the business over. It took us three or four years before we had enough business and volume and capital to support a move. We bought our own factory two years ago and built a food factory within the shell. The new factory was custom built to meet our needs and increase our food safety standards to the highest in Australia. Notwithstanding the excitement surrounding winning some of the bigger contacts like Woolworths and Qantas, Charlie’s has always been and will continue to be a food service company first. It’s a very different business model. Charlie’s food service customers are not interested in brand as much as quality and consistency of product and excellence in customer service. Charlie’s prides itself on the support it’s able to offer cafes, executive chefs of 4 and 5 star hotels and conference venues as well as catering managers in the top professional services firms. Seven or eight years on, Charlie’s has a very bright future and Ken and I plan to keep on working hard to ensure the business is able to realise its potential, keep up the rapid growth we have experienced in the last 2 or so years and continue to provide consumers of Charlie’s cookies a wonderful food experience. You can read more or comment on Jacky’s story at womeninfocus.com.au You can connect with Jacky through the Women in Focus Community. A big part of being about to justify a move, was winning some bigger contracts. I took a very systematic selling approach to getting distribution agreements with Woolworths, Thomas Dux, Qantas and Virgin – maybe it’s my legal background! But I felt if a small company like Charlies was ever going to be able to talk to bigger companies we had to have good systems and processes to support our product offering. I approached Qantas in my first three months with the company, I figured there was no point waiting around.. the worst they could say was no and hopefully I’d learn something about what they were looking for along the way. They did say no for three years in fact, but I am tenacious so I kept trying, each time refining and improving my submissions until in February 2011, we were given a slot on one of the menus. The business has continued and I love working with customers like Qantas to develop new and innovative products that make airline travel tasty and interesting! Discuss. Edition 36. 24 April 2013 | 30