Meet the young women taking on their family businesses

Martin and Leah Port

LEEDS – July 17, 2025: Workers ditch traditional nine-to-fives in favour of inherited career paths

Holly Thallon Steenson never planned to have a career working for her mother. As a fresh university graduate, she was busy ploughing her own furrow in life, going on to work for events agencies. “I really enjoyed the hustle and bustle,” she says. “But something was missing.”

When the first lockdown of 2020 hit, she moved back home, and the events industry moved online – which was “deadly dull”, she says. Thallon Steenson, now 29, wrote down the things that mattered to her in an attempt to figure out her next step.

“I wanted variety – for no two days to be the same. I wanted to feel passionate about my work, and to feel like I was making things happen, and I really wanted to do more philanthropy, helping charities that aligned with my ethics and concerns about the environment,” she says.

Her perfect job, she realised, could be found working at her mother’s business, Viridian Nutrition, an ethical vitamin company. “I always joked that Viridian was my little sister, born four years after me, and her favourite child!” she says.

Cheryl Thallon founded the company in 1999 and, as a youngster, Thallon Steenson was swept up in the business, answering phone calls and handing out samples. “I walked into mum’s home office and I asked to talk to her about joining Viridian,” she says.

Coincidentally, Cheryl – then 60 – was in the business growth programme at Cranfield University, where she was being quizzed about her exit strategy. “I remember her laughing. She had been hoping I would ask to join!”

Two female entrepreneurs in a warehouse
After lockdown derailed her career plans, Holly Thallon Steenson (left) realised her perfect job could be found working at her mother’s business

Many sons, daughters and family members are now coming to the same conclusion. Back in 2017, Direct Line published research warning that family businesses were in crisis.

It found that 29pc of UK family business owners worried their business would die once they hit retirement age – a third cited lack of interest from the next generation as the reason. A worrying 20pc thought that no family business would exist in future.

However, new research published by the insurer last year shows that small businesses are very much a family affair once more. It found that 41pc of small and medium-sized enterprises (SMEs) now have family members working in the business, up from 28pc in 2017.

Family business has a lot more brand cachet today than in previous years, according to Fiona Graham, chief operating officer at Family Business UK, which represents the sector.

“There is no proper research into this as yet, but there has definitely been a shift in the past 15 years in terms of next generation perceptions of the family business,” she says. “They really value their authenticity. There are too many organisations out there where people feel disposable.”

With unemployment rates rising to 4.5pc in the first three months of this year, according to the Office for National Statistics, and job vacancies down 5.3pc compared to the previous year, it’s no wonder family firms are increasingly attractive.

“Family businesses show strong resilience in times of political and economic uncertainty,” comments Hayden Bailey, partner and head of private wealth at Boodle Hatfield, who advises family business owners on succession. “They take a long-term view, which may be encouraging to the next generation.”

In 2020, Bailey published research showing that family businesses tend to outperform the FTSE 100, generating higher revenues and reinvesting more into the business. “We plan to revisit the research and expect a similar outcome,” he says.

‘Working with my family makes me stronger’

Lola Wind, 27, was ambivalent about joining the family business. Her father, Sebastien Wind, who trained under Gordon Ramsay and Marco Pierre White, started Comptoir Bakery as a stall in Borough Market in 2010.

“My earliest memory of my father was that he smelled like cake,” she says. “We helped out when we were kids, giving customers change at the market.”

After graduating with a degree in hospitality from the University of Surrey, she took a job at Comptoir. “I was 19 and managing four people,” she says. “I loved it but I wanted to travel, and didn’t want the pressure and responsibility.”

Wind left to go backpacking, and spent the next two years working short stints at various companies – first moving to Paris to manage marketing for a fashion brand, then moving into crypto marketing, until finally she was headhunted by a millionaire who needed a personal assistant.

“I ended up running his life,” she says. “You can only do a job like that when you’re young or don’t have a life of your own. He’d wake me up with a text at 4am asking me to send flowers to someone. I had no boundaries because I was scared of losing my job.”

The prospect of managing a team at her father’s business was suddenly less daunting. Then her older brother, Quentin Wind, made her an offer she couldn’t refuse.

“Quentin has been in the business for a while and he opened our café in Southwark Cathedral two years ago,” she says. “There are loads of event spaces in the building, so he asked me to come and build an events business from scratch. I felt that it would be fun and freeing after spending so much time travelling, and being unable to see my partner.”

Wind has been working full-time with Comptoir for two years, managing up to 30 events a month and building the external catering business. The Wind family has also created a new bakery school together.

According to Bailey, she’s a typical example of a next generation who has embraced the opportunity to build a new venture within the family firm.

“We see more interest from the next generation when they can have a significant level of control or influence within the family business,” he says. “If the next generation can put their own stamp on it, that’s very attractive.”

“I’ve built a standalone profitable business,” Wind adds. “It’s still stressful, but healthy stress. Working with my family makes me stronger and the only limits are the ones I set myself.”

‘I’d rather put my all into something family-owned than work for someone else’

“It wasn’t that I didn’t want to work with my dad, it was more that I had my own passions,”

says Leah Port, chief marketer at Build Concierge, the customer engagement software start-up launched by her father, the serial entrepreneur Martin Port, in 2024. “I have always loved fashion and my dad was always in business technology.”

Now 29, Port built a successful career in the affiliate marketing industry, most recently running European and UK operations at the digital beauty giant, Lookfantastic. Over the past decade, her obsession with understanding what customers want, and immersion in marketing technology, meant that the Venn diagram of her and her father’s interests finally collided.

“When my dad sold his last business and started talking about a new venture, I saw an opportunity to use my experience and learn from him.”

Leah Port further commented:

‘When my dad sold his last business, I saw an opportunity to use my experience and learn from him,’

Like Wind, she was galvanised by the prospect of leading her own team and having autonomy within the business.

Leah continued:

“I have spent a lot of my career working long hours and a lot of weekends,”

“I was ready to be part of a start-up and I would rather put my all into something family-owned than keep working for someone else.”

Port’s father, whose previous venture BigChange was sold for more than £300m, never pressured his daughter to join the family businesses.

Martin Port commented:

“I could see how brilliant she was, and saw glowing references from her managers,”

“When we were talking about finding a head of marketing, it was a no-brainer. It’s a very hard role to fill, so we were lucky to get her. If she wasn’t so talented, I never would have taken her on.”

Like many first-generation founders, succession planning wasn’t initially a priority.

Martin continued:

“I was always head down, busy building my business,”

It was only when he had a heart attack last year that he started thinking about empowering the next generation.

Martin concluded:

“When you reach 62, you think about legacy.”

‘I’m not in it for the money’

Financially, joining the family firm isn’t necessarily more lucrative, but there is more job security and the opportunity to take shares in the business.

“I moved over on the same salary but I have equity in the business,” says Port. “My dad didn’t pay himself at all when he started his previous businesses. It’s not about money. We are completely focused on making this business a success.”

As a personal assistant, Wind worked for less than minimum wage, “if you counted all the hours I worked”, she says. “But now I have a normal salary – anybody doing my job would be paid the same.”

Wind has the opportunity to become more invested in future. “I’m not in it for the money. It’s more about the joy of being in the family business and working on my own part of it.”

Thallon Steenson took over as managing director at Viridian in 2024 after three years working in the business. That year, turnover rose 16pc to £13.1m. Her salary remained the same when she first joined.

“I wanted to achieve something before I took a step up financially,” she says – but her pay has since risen in line with the success of the business. “Money was never my mum’s primary driver, and it’s not mine either.”

‘Money was never my mum’s primary driver, and it’s not mine either,’ says Thallon Steenson

Thallon Steenson and her mother were advised on succession by Family Business UK. She has now taken on the role of managing director, while her mother is still an adviser to Viridian. “We wanted to make sure the whole team and our customers were on board, but everyone was thrilled,” she says.

Since joining Viridian, Thallon Steenson has been able to focus on her passions: helping independent stores to grow, supporting charities and pioneering innovation. “We’ve launched the Viridian Training Academy and a new ionic magnesium supplement,” she explains. “And next year we’ll hit £1m in charitable donations.”

Despite the advantages that joining a family business can bring, recent changes to inheritance rules may scupper the current trend.

“It’s made succession planning more complex and financially burdensome,” says Thallon Steenson. “For the next generation, I do think these changes might cause some to hesitate, especially when weighing up a career in a family business versus a more straightforward path elsewhere.”

“It hasn’t changed my own commitment at all,” she continues. “The motivation to be part of something with history, purpose, and emotional significance still far outweighs the challenges. The sense of building on what’s come before while leaving your own mark is incredibly powerful.”

Fuelling Growth: YFM Invests in Panintelligence’s Next Chapter

Fuelling Growth Panintelligence

LEEDS – July 17, 2025: Panintelligence: Supercharging Growth and Innovation with £1 Million Investment and New CEO Appointment.

At YFM, we back ambitious founders and fast-growth tech businesses that are shaping the future of their industries. That’s why we’re excited to announce a further £1 million investment in Panintelligence alongside existing shareholders. — the Leeds-based embedded analytics specialist — together with Comhar Capital, Shackleton and Martin Port of Port Growth Partners, as the business enters an exciting new chapter of growth.

With the appointment of long-time COO Charlotte Bailey as CEO, the company is set to accelerate its roadmap in Agentic AI, expand its international reach, and continue delivering real-world value to its customers through secure, embedded business intelligence.

We’re also pleased to welcome Martin Port to the board as a Non-Executive Director. With his extensive experience in scaling tech ventures, Martin’s appointment adds significant firepower as the business gears up for its next phase.

Why Embedded Analytics is Having a Moment

Data-driven decision-making isn’t new. But the stakes — and the expectations — have changed.

As AI adoption surges and businesses demand more actionable insight from their software, the ability to deliver real-time, secure analytics inside existing platforms has never been more critical. Panintelligence is meeting that challenge head-on with its flagship solution, Pi — a powerful embedded analytics platform that combines data visualisation, predictive modelling and real-time reporting in a highly secure, user-friendly format.

From finance and healthcare to education and the public sector, the Pi platform enables software vendors and enterprises to embed intelligence directly into their products — turning passive data into proactive decisions.

Building a Business Ready to Scale

Panintelligence has long stood out for its clear product vision, strong technical foundations, and customer-first approach. That’s why YFM first invested in 2019 — recognising a real opportunity to support a business at the intersection of AI, data, and SaaS enablement.

With this new round of funding, the business will:

  • Expand its AI capabilities, with a strategic focus on Agentic AI
  • Invest further in talent
  • Scale into new verticals and territories, with a growing international customer base
  • Accelerate go-to-market plans from its new Leeds HQ

Charlotte’s appointment signals a forward-looking focus for the company. Having worked closely with the board and senior team for six years, she brings deep operational insight, team-wide trust, and a clear vision for the company’s next stage of growth.

A Trusted Partner for AI-Driven SaaS

In a noisy tech landscape, Panintelligence continues to distinguish itself by focusing on what matters: security, transparency, and real-world impact. Its embedded BI platform isn’t about hype — it’s about helping customers work smarter, act faster, and stay compliant in a changing regulatory landscape.

This approach is already delivering results. The company was selected for Tech Nation’s Upscale 5.0 programme, and has continued to attract leading SaaS providers looking to integrate best-in-class analytics without compromising performance or user experience.

Why YFM Invested Again

At YFM, we invest in more than just tech – we invest in people, platforms and plans that deliver. Panintelligence has all three. A proven leadership team. A product that solves real problems. And a growth strategy that aligns with global shifts in AI, compliance, and data accessibility.

With this follow-on investment, we’re backing Panintelligence to do what it does best: empower software providers to lead with insight, embed intelligence at scale, and create smarter, more responsive digital experiences.

We’re proud to continue this partnership – and excited for what’s ahead.

Build Concierge raises $5m, appoints industry heavyweights to board

Appoints industry heavyweights

LEEDS – JUNE 19, 2025: Build Concierge, the customer engagement platform, has raised $5.1m (£3.8m) in seed funding from a consortium of private investors. The deal values the year-old start-up at £35m. 

The venture has built an AI-enabled customer engagement platform, helping businesses to automate customer communications across every channel, using email, text, WhatsApp, chat and voice. The software boosts productivity and helps businesses to scale rapidly and profitably. 

Build Concierge is the fourth business from serial founder Martin Port. The Yorkshire-based entrepreneur, investor and philanthropist has been building B2B software for almost 30 years.  Port’s previous venture, the workforce management software platform BigChange, was sold to Simpro Group last year in a deal that valued BigChange at more than £300m. 

Build Concierge has raised £3.8m in growth finance from angel investors, high net worths, and Martin Port himself. Alongside the investment, Build Concierge has announced the appointment of several industry heavyweights to its board. These individuals bring extensive industry experience from Build Concierge’s target sectors. 

Lord Ian Austin, former Labour minister, now the UK government’s trade envoy to Israel, joins Build Concierge as a board observer, bringing decades’ worth of experience in frontline government policy. He is a passionate advocate for tech disruption and automation within the construction sector. 

Robin Proctor brings FTSE 100 experience to our new board. A former Development Director of construction giant Travis Perkins Group, he held executive roles in Travis Perkins, Wickes and Howdens, so really understands our target customers. A proven market innovator having been a board member at market disruptor Toolsation.co.uk during its key growth phase and chairman of Bathrooms.com, he specialises in improving business efficiency, lean supply chains, automation and robotics.  

Charlie Kirk, founder and former managing director of drainage firm Jet Aire, built his business over more than two decades to become the leading supplier of drainage services in the North of England, employing more than 170 people. As a board member, he will help shape the development of AI tools that allow companies in this industry to scale efficiently. 

“We are delighted to welcome these luminaries to our board,” says Build Concierge founder Martin Port.

Martin further commented:

“We have spent the past year refining our business model, technology and approach. It is a testament to the power and potential of our technology that we have attracted such high-calibre people to the board, and that our first fundraising round was oversubscribed, closing in record time.” 

Lord Austin comments:

“Martin’s track record speaks for itself. He has already created two of the most exciting technology software companies in Europe and Build Concierge has the potential to make an even bigger impact. There isn’t a single service business that couldn’t benefit from this AI-powered platform, and no limit to its potential.”

Charlie Kirk comments:

“This is a really exciting opportunity and I’m very much looking forward to working with Martin and the team. Build Concierge’s AI-driven software will be a game changer for many businesses and will help to drive efficiency and growth.”

About Martin Port 

Martin Port is a technology pioneer based in Leeds, Yorkshire. He is a serial entrepreneur, with three successful exits under his belt. Martin founded his last venture, software-as-a-service company BigChange, in 2011. In 2020, BigChange was recognised for its outstanding innovation in the Queen’s Awards for Enterprise, the UK’s highest official awards for British businesses. In 2024, the business was sold to Simpro in a deal that valued BigChange at over £300m. 

About Build Concierge 

Build Concierge is an AI-powered omnichannel customer engagement platform that converts, automates and scales, 24/7. Businesses face rising enquiry volumes, fragmented systems, and manual tasks that drain resources and slow growth. Using proprietary AI tools, Build Concierge manages calls, chats, WhatsApp, SMS, emails, and bookings in real time. It understands intent, responds instantly, and follows up automatically. Seamlessly integrating with existing tools, from CRMs to job management and scheduling software, Build Concierge helps businesses automate without disrupting how their teams already work. No missed steps. No wasted time. Just intelligent automation. 

Chairman’s Spotlight: the couple helping protect our access to clean water

The best businesses are borne out of necessity. Perhaps there’s a customer need that cannot be ignored, or it could be a personal imperative. 

The latter was true for Kirsty and Neil Scott, the husband-and-wife team behind Veriflo. 

In 2015, they sat at their dining room table and tried to imagine a better future. Parents to two children under two – the youngest was just four months old – they saw a gap in the market and took a leap of faith with a new business.

Together, they thrashed out a plan for Veriflo, building on their skills and experience. “We started the business in June, and I kept my job going,” Kirsty tells me. “By December, we were both working full-time for the business.”

Neil, whose background was in the water industry, provided the technical expertise, while Kirsty, the problem solver, and a fast learner, would manage the business and its culture.  Eight years on, their strategic and technical clean water consultancy is the trusted partner for some of the UK’s largest water companies, serving London and the South. 

From major complex infrastructure programmes to everyday maintenance of the water network, Kirsty, Neil, and their 34-strong team ensure that people’s access to clean water supply remains uninterrupted. 

This is a niche industry and skills are hard to come by, so Kirsty and Neil have come up with their own solutions for creating a talent pipeline. Their apprenticeship scheme welcomes cohorts of up to five young people at a time, while their sister company, Gold Tap Training (www.goldtaptrainig.co.uk ), helps to upskill and develop both their own staff and technicians working in the wider industry. 

“We have invested in skills by building our own custom-made above-ground water rig, so that technicians can learn the practical skills they will need on the job,” Kirsty explains. 

At Veriflo (veriflo.co.uk), the team is dedicated to ensuring their clients get an unbeatable service, while maintaining a first-class safety record and preserving essential skills. Kirsty and Neil brought on BigChange to help support fleet management and planning, so that they can concentrate on complex projects while our platform takes care of the paperwork. 

Kirsty says: “BigChange gave us the practical support we needed to ensure our fleet is as efficient as it can be, and as our business grows and evolves, we know that BigChange’s wide range of features will continue to support our future requirements.”

Kirsty and Neil, who have been together 22 years, have carefully carved out their responsibilities within the business, which helps to avoid friction. “We had two rules when we started out,” says Kirsty. “We’ll never use our house as collateral, and we won’t let the business get in the way of our marriage. That first rule has been easy to follow but the second is sometimes a challenge. Having very clear roles within the business helps us to support each other and avoid friction.”

Veriflo has evolved into a strategic expert, both from a desktop and field aspect, taking on the jobs that require skills that the water sector really needs. “In the early days, we said yes to everything,” says Kirsty. “But these days, we have learned to be more selective, and only take on the projects that really fit our skills and company ethos, as well as providing our clients with reassurance of our delivery.” 

They are confident about the future, and the impact Veriflo can make on the industry. “When we think about the future of this business, we aren’t trying to hit a number, in terms of people or turnover. Instead, we are focused on performance, developing industry skills, and ensuring that Veriflo remains a great place to work for our people.”

Chairman’s Spotlight on Andy Patterson, founder of Automotive Group

“I can’t sit still. I’m always on the go and constantly coming up with new ideas.”

Does this sound familiar?

When I sat down with Andy Patterson, the extraordinarily successful serial entrepreneur behind Automotive Group, he talked about his drive – “I really enjoy working,” he told me. “My ideas may not always be perfect, and they aren’t always executed flawlessly but I do it anyway, and that’s how you get somewhere in life.”

I think most entrepreneurs would identify with this statement. I certainly do. According to Andy, success comes as a result of three things: ambition, being open to new opportunities, and embracing change.

Spotting opportunities

Andy’s story is seriously impressive. He spent his younger years working in bars and pubs on behalf of a major brewery. But even then, he had an entrepreneurial flair. “I have always liked cars and I’m good with my hands so when a friend started working for a dent repair company, I decided to try it out.” He wanted to be his own boss, he told me. “I wanted to be in a position whereby if I worked hard, I got rewarded. If I was lazy, I wasn’t. As an employee, it doesn’t make a huge amount of difference how much effort you put in, you get the same result. As my own boss, I was in control.”

He started his first company, Automotive Repair Systems, in 1997. “I was a man in a van, travelling around selling myself to car dealers, leasing firms and the like, taking small dents out of vehicles.” However, it wasn’t long before he spotted the opportunity to diversify. “Customers wanted bumper repairs and alloy wheel replacements,” he said. “I didn’t offer them at the time, but I decided to give it a try.”

The power of ambition

Today, Andy’s company is one of the most successful independent firms in SMART repair, serving customers across England. SMART, which stands for Small and Medium Area Repair Techniques, which means most of this work can take place in under an hour. As a group, Andy’s companies has over 178 vehicles out on the road, with mobile technicians providing services as well as implanted technicians in major car dealerships. The business head office is in Orpington, Kent with a Northern office in Liverpool.

Ambition has been key to Andy’s success, helping him over bumps in the road. “When we started employing people, that was hard,” he recalled. “At one point, we had 10 people, which meant ten times the responsibility and headaches, but I was no better off financially. At that point, I found myself wondering, ‘Why am I doing this?’” He persevered, and today the business employs over 200 people, and Andy’s talented management team have allowed him to step into a strategic role and found other ventures.

Change is crucial

As the business became more successful, the admin piled up. “Our lady in accounts was spending an entire day each week inputting paper invoices into our accounts software,” Andy says. “Our technicians were using carbon copy invoice pads, which were not only producing ridiculous amounts of paper, but they were also creating too many errors.” Incorrect VAT calculations, illegible handwriting, and other human errors meant that 5% of invoices had to be reviewed. It was time to make a big change and modernise the business.

“Since implementing BigChange, our accounts teams no longer spend one in five days on admin input,” says Andy. “There are now rarely any human errors, and we have access to a phenomenal wealth of data that helps us make business decisions based on facts rather than gut feel.”

BigChange has had a big impact on the business, especially when customers have a query. “We no longer have to go to the archive room and sift through hundreds of paper files. We have it all at the click of a button.” The only downside of BigChange? “When you have people on the team who have been using paper processes for 20 years and don’t want to change, that’s a challenge. We tried to downplay the scale of the transition but that’s a little difficult when you’re working with a company called BigChange – thanks for that, Martin!”

Over the years, the business has been through tough times – like when a dealership went bust, owing Automotive Group £35,000; “That really hurt us. I took the hit personally to make sure our people got paid” – but every day, there are little wins that make it all worthwhile. “It’s so satisfying when people are blown away by your service,” Andy says. “When their car looks brand new, and it only cost them £100 when they thought it would cost them 10 times that amount.” 

And with other businesses currently achieving great exponential growth and acclaim across F1 Hospitality, Wine business in Monaco, Other Automotive businesses, along with an extensive property portfolio and more, Andy is proving that his recipe for success can be applied to businesses in all sectors. We wish him well!

Attention! Je viens à Paris

Four years ago, we established an outpost of BigChange in France.

My ambitions for BigChange have always been global, and 2019 was the year that we began expanding across France, Greece and Cyprus. It was an important move for the company, showing our commitment to Europe, post-Brexit.

Now, I’m excited to announce that we are entering the second phase of our French expansion. We are investing in our team, and building out our marketing proposition. Within five years, we will grow the size of the French company 20 times – it could even become as large as our UK business. This year, we will be recruiting more brilliant salespeople, and bringing on partners and resellers to help spread the word.

France is a big country, more than double the size of the UK. This presents unique challenges and opportunities. The sheer size of the territory means that France is home to many small-to-medium-sized businesses, who can really benefit from our technology – especially now, as the cost of living crisis continues to bite.

French companies are innovative and very receptive to new technology. Recent studies have found that French leaders have surged ahead of British and German leaders in terms of digital adoption.

The BigChange platform helps companies of all sizes to eliminate paper and cut their carbon emissions. In France, this proposition hits the spot; 83% of French people think that climate change and its consequences are the biggest challenge for humanity in the 21st century.

As part of my role as chairman, I try to support the BigChange team in any way I can. Growing the French market will be my focus over the coming months. I’ll be spending time in Paris, meeting prospective customers, spreading the word, and driving growth.

I’ve been fortunate enough to do business in France before. I sold my last business, Masternaut, to France’s second largest airport group, Aeroports De Paris in 2009. And I founded the company with hardware bought from French firm Masternaut International. I am looking forward to connecting with old friends on my trips across the Channel – if you’re reading this “mes amies”, drop me a message!

I am a Francophile – I understand the culture and love the people. We have a lot of French people working for us. That’s important when you are hoping to make inroads internationally. You always need local boots on the ground.

I’m looking forward to this next chapter in our French adventure. Who knows – maybe this is the year I finally learn to speak French? Tout est possible!

Strong start to 2023 for BigChange

It’s a tough trading environment out there for many business leaders. The UK has successfully dodged recession. There’s a lot of uncertainty out there, which is having an impact on wider business confidence. Among BigChange customers, however, I’m glad to say that the mood is positive. They are continuing to grow, create jobs and innovate.

This is one of the best things about being part of a company like BigChange. While we are acutely mindful of the economic pressures, we can be confident our technology helps companies and leaders to thrive despite them.

This is why, over the past three months, we have continued to boast extraordinary growth, welcoming more new customers than ever before. We have become the trusted partner for ambitious businesses across the UK and beyond, helping them to navigate these testing economic times. Here are some of the highlights from Q1 2023. 

The secret is out

New customers are joining us in droves. New contract wins in the first quarter of 2023 are up by a third on the previous year. We won £9.65m-worth in new contracts during the period, welcoming 120 new customers. We are now on course to hit a new customer acquisition record in 2023, forecasting 500 new customer wins across the year.

A technology for all

The BigChange platform is sector and size agnostic – whatever the business, we can help drive efficiencies and provide a springboard for growth. This has become even more evident this year as we welcome a diverse portfolio of customers to BigChange. From Mobile Mini, the UK’s number one supplier of storage containers and site accommodation, to leading maintenance firms GEM Environmental and H20 Nationwide, to French electrical specialist J2 Group France, we give leaders across multiple industries the edge they need to grow in turbulent times.

Growing the team

We are now a team of 269 colleagues based in the UK, France, Poland, and Ukraine. This first-rate team is helping us to grow our footprint across the world and we are now a leading player in France, Cyprus, Australia, New Zealand the US, and Canada.

Staying relevant

As our customer portfolio grows, we continue to invest into our product. I’m delighted that Release 23.02, which landed in March, has been very well received. We are rolling out our new business intelligence dashboards across all our customers right now. The new and enhanced group job functionality is already adding value and we are looking forward to delivering a new overview page for group jobs. All of our high-priority product development ideas were gleaned directly from our customers, and we are proud that we can quickly and efficiently turn their dreams for the platform into reality.

Your success is our success

We only do well if our customers do well; it’s a virtuous cycle. That’s why we are so invested in customer success. Over the last three months, we have conducted three BigChange Success Forums, bringing customers together with our executive team, product managers and customer success team to check out our latest product roadmap. These interactive working sessions really help to drive value for our customers, and inform our next move.

To make sure that customers are taking advantage of the full complement of BigChange features, we have completed nine live customer webinars across topics ranging from our new business intelligence dashboards to the new-time-and-money-saving route optimiser.

Keeping in touch

Communication is everything to us here at BigChange, which is why we launched our revamped monthly newsletter in January. This fact-packed mail-out helps customers stay up-to-date on all the latest news around our product, events, and people.

The team here has completed over 250 face-to-face customer visits so far this year, and it has been brilliant to get out and about, bringing additional value to the BigChange community.

BigChange held its latest Success Forum at the Select Car Leasing Stadium in Reading a few weeks ago. A big thank you to all the amazing customers who joined us at the event – your feedback is so valuable. These events are a fantastic opportunity to hear all about BigChange’s vision and plans for 2023 and meet us in person.

We’re really looking forward to hosting you again over the coming months. Join the BigChange community and come to an event near you.

📆 11th May at Etihad Stadium, Manchester

📆 7th June at Villa Park Stadium, Birmingham

📆 5th July at BT Murrayfield Stadium, Edinburgh

Alternatively, we are hitting exhibitions all over the UK this year. In April, we’ll be at HVAC Live, the Fire Safety Event, and ELEXSHOW, so come and visit our stand if you’re attending any of these. 

I’m really proud of everything we have achieved so far this year and the whole team is focused on maintaining this incredible growth trajectory across 2023. As we grow, we never lose sight of the customer – our service levels remain best in class. This is exemplified by the performance of our RoadCrew Customer Service team, which retains a Customer Satisfaction score of 4.5 out of 5! There are many challenges out there right now but we pride ourselves on championing the entrepreneur. You can read a bit more about the impact we have made in our customers’ lives here: https://www.bigchange.com/platform/case-studies/

Here’s to a bumper Q2 and the best year yet for BigChange and our customers.

Electrical contractor software: benefits and how to choose a provider

There’s one secret tool that industry leading electrical contractors are using to boost profitability.

And that’s electrical contracting software.

It enables businesses to streamline job management and reduce costs, managing every area of electrical contracting within this one platform – resources, financials and more.

🔍In fact, with the right tool, electrician businesses can see a boost to first-time fix rates of 92%, a saving of 2,000 hours of admin per year, AND a productivity increase of 70%

Sounds good?

Let’s dive into the top benefits of electrical contracting software. And the key criteria to look out for in the best tech for business growth so you can get started. 👇

Top 3 benefits of using electrical contractor software

At a high-level, electrical contracting software streamlines daily operations and allows you to deliver the best customer experiences.

Plus, it helps better protect your electricians and your compliance by ensuring they have all the risk assessment and safety certificate information they need.

Here’s how…

Reduce operational costs with smart job scheduling ⏲

Thanks to real-time data, you can see exactly where your electricians are, their job statuses, vehicles and assets. This means you can optimise your electricians’ time and fuel by sending the right engineer to the nearest jobs and emergency call-outs.

And, of course, sending the engineer with the right skills and kit boosts first-time fix-rates which has a whole host of cost and customer benefits.

🔍Did you know? Around 15% of issues aren’t resolved during the first appointment because the assigned technicians don’t have the required skills.

Plus, intelligent optimisation of travel routes frees up your electricians to take on more jobs. And it saves your back-office admin time duplicating data entry.

Boost customer experience ❣

With live data, including signature capture and photos showing full job completion details, both field teams and back-office workers have a 360 degree view of every customer account.

This is essential for customer management, first-time fixes and even, simply, managing appointments.

What’s more, these features, allow you to level up when it comes to customer experience:

  • Secure online booking tool – allowing customers to book appointments and view job history and documentation at a time that’s convenient for them.
  • Live updates – some electrical contracting software even features live tracking so that customers can see exactly when an electrician is likely to arrive at their premises.

And, with live job status updates, you can even send through job cards and process invoices while on site. Allowing you to get paid faster and boost your cash flow in seconds – not days or weeks.

Simplify compliance 🔐

And increase productivity levels with standardising and automating processes.

How?

Some tech even allows field electricians remote access to digital risk assessments, safety certificates, best practice guides, and other essential health and safety documents on-the-go (and 24/7) via electrician apps.

This, combined with custom job sheets (where you can make key information mandatory) helps electricians cover every compliance detail and agreed SLA for every job.

Having standardised workflows also boosts productivity because it simplifies and creates routine for compliance processes.

Plus, with the ability to digitally capture and document key criteria, like signatures and photos showing full job completion details, you’ve got a historic record of jobs. This makes it much quicker and easier to store, search, and retrieve documents than paper-based systems. And it makes auditing much easier!

Checklist: What to look for in an electrical contractor software provider

Before we begin, quickly jot down exactly what you need from the software. 

The best place to start is noting down the challenges. We’d recommend checking in with the rest of the business (that will be using this tool) to make sure the software shortlist you have covers the key requirements.

From here, there’s a few key bits to look for…

Key criteria:

⬜ Does it do everything you need it to do? Basically, does it have the features you need (job scheduling, live tracking etc.). And, can it cover future needs so you don’t need to swap tech later (which can cause a bit of a headache once people are used to a tool and everything is set up in it.)

⬜ Is it easy to use? Some websites make tech look like it ticks all the boxes and is user-friendly. If it isn’t easy to use, your teams won’t use it so be sure that there is a robust onboarding process to help smooth that transition period and answer any questions. Plus, make sure it’s as easy to use on a mobile as it is on a laptop/PC as your electricians will likely be accessing it via a mobile device or tablet.

⬜ Is it cloud-based software? And accessible via a mobile device or tablet? Field workers need to update jobs on-the-go for everyone to benefit from the tech. Cloud-based tech is also accessible 24-7 which is ideal for field workers that typically work outside of usual office hours.

⬜ Does it integrate with other tech? After all, you’ll probably want tech that allows for things like accountancy integrations so you can experience quick invoicing, payment and the ability to forecast from one dashboard. For greater visibility, you want the entire business working in one solution.

⬜ Is it safe and compliant? Customers want to ensure their data is being held in a secure way. For some, this will be a deal-breaker so the right tech makes for a unique competitive advantage.

And lastly, and more obviously, is it within your budget?

Top tips:

  • 💡 Always get a personalised demo – You’ll want to be shown exactly how easy the tool is in being able to do the key things you need it for.
  • 💡 Don’t forget to ask about training – This is often overlooked, but it’s a deal-breaker. If your entire team isn’t onboard with easily using the system then it won’t work. So make sure there’s a customer service team on hand, training and even a help centre for quick trouble-shooting. 
  • 💡 Check out their customer feedback reviews – Better still, check out reviews on sites like Capterra. You’ll then see what other electrical contractors are saying about them.
  • 💡 Look out for case studies – There should be an abundance of these on the tech providers’ website. Make sure they’ve relevant case studies for your sector (i.e. electrical contracting).

Clearance & Clean Up Eliminate ‘rubbish’ Removals With BigChange Tech

Rubbish removal company Clearance & Clean Up has achieved a ten-fold growth in business following the roll-out of a job management system from BigChange. With an online booking system, which automatically creates customised worksheets, an integrated CRM from start to finish job management and real-time vehicle tracking and mobile app, BigChange is reducing the administrative resource required to run the nationwide operation. This has also helped the Yorkshire-based company achieve and maintain the highest quality service standards with the most five-star reviews for a property clearance and rubbish removal company.

“We adopted BigChange quite early in our journey and, as we have grown, BigChange has grown and evolved with us,” commented Tom Pickering, Managing Director of Clearance & Clean Up. “BigChange allows us to offer an unmatched level of service whilst ensuring waste is dealt with quickly, legally and ethically.”Tom Pickering, Managing Director of Clearance & Clean Up

Clearance & Clean Up was established by ex-Royal Navy supervisor Tom Pickering in 2010 and he has subsequently grown the company by more than 1000 per cent to become Yorkshire’s largest property clearance and rubbish removal company. Offering a range of services from single item collection to full house clearance, trade and business waste to event management, Clearance & Clean Up works with tenants and home owners, local councils and housing associations, letting / estate agents, developers as well as high street names.

The BigChange job management platform, which incorporates customer relationship management (CRM), job schedulinglive trackingresource managementjob finance and business intelligence, in one easy to use system, is used to manage every aspect of the mobile operation from initial enquiries and booking through to invoicing and marketing. An online booking portal captures information via an API connection from Clearance & Clean Up’s website, automatically populating initial job cards and appointment calendar. BigChange also allows Clearance & Clean Up to create personalised booking sites for regular commercial customers.

The integrated CRM means Clearance & Clean Up can manage every aspect of its nationwide customer base including details of bookings, legal documents such as Waste Transfer Notices, invoicing and marketing communications. BigChange also provides the ability to create and customise bespoke worksheets depending on the type of booking received. Operatives complete these using the mobile app whilst on-site, capturing vital evidence, including date stamped photographs, the scale and nature of the waste on arrival, and the site as it is left.

Each of Clearance & Clean Up’s modern, purpose-built trucks, is fitted with a real-time tracker and each field operative is armed with a mobile device running the BigChange Mobile App. This gives management 24/7 visibility of the mobile operation, allows for intelligent and reactive scheduling and route planning and provides additional evidence to inform customer communications.

“We rely on accurate information from our customer in order to provide the best possible service,” Pickering continued. “In return BigChange allows us to capture, record and share real-time service updates, detailed job reports and comprehensive management intelligence whenever and where ever its required”.Tom Pickering, Managing Director of Clearance & Clean Up

“BigChange has been an essential part of our business growth journey and, with the excellent support they offer and tools such as the BigChange University, I expect it to be an integral part of our successful future,” he concluded.

Stirling Electrical Transforms With BigChange Job Management

A BigChange job management system is helping electrical contractor Stirling Electrical Services improve efficiency and transform business performance. An electrical and security system company, carrying out domestic and commercial work across Scotland, Stirling Electrical replaced a number of disconnected systems with the all-in-one solution from BigChange. Using a BigChange mobile app synchronised in real time with the back-office system, Stirling Electrical has reduced the amount of paperwork it produces and processes by around 80 per cent, improved operational efficiency by 20 per cent and is winning more tenders.

“In our first decade we were entirely paper based, however, in 2007, after ten years’ of business we made, what was at the time, a significant investment in field service software from America. This was a big step and one few companies of our type and size were taking,” commented Scott McLean, Owner and Director of Stirling Electrical Services and its security system division Stirling Alarms. “We also started using standalone vehicle tracking and navigation equipment at about the same time”.Scott McLean, Owner and Director of Stirling Electrical Services and Stirling Alarms

“These systems did boost productivity and reduce administration, but only in part. We were still manually producing paper job sheets which, when completed, needed scanning for historical reporting, and the tracking and navigation didn’t ‘talk’ to each other or other management processes. BigChange is great as it does everything we need in a single package and is ready to go straight out-of-the-box.”

Established in 1996, Stirling Electrical Services is an electrical and security system company operating locally in and around Stirling, and nationally across Scotland. With a team of qualified engineers, electricians and apprentices, Stirling Electrical offers fault finding, installation, maintenance, inspection and testing services, while experienced office staff are on hand to deal with initial job enquiries through to job completion reporting. Promising a ‘Professional Efficient Service’. Stirling Electrical has subsequently established a branded security alarm service, including CCTV, Fire and Smoke Detection, Emergency Lighting and Door Access, as well as installing Electric Vehicle charge points.

Stirling Electrical selected the BigChange job management platform, which incorporates customer relationship management (CRM), job schedulinglive trackingresource managementjob finance and business intelligence, following a recommendation from another BigChange user. Since implementing, Stirling Electrical has fully automated the production, completion and filing of job cards and no longer has to print, fill in and scan. This means information is available in real-time and is available as and when required to answer customer queries or review site histories.

“The biggest thing about BigChange is the visibility that it gives us. All the information we need is instantly available so we can manage everything more dynamically and keep customers better informed,” said McLean. “We’ve also won tenders because BigChange allows us to tick more boxes and is so easily adaptable we’re confident we can do anything that is asked of us.”       Scott McLean, Owner and Director of Stirling Electrical Services and Stirling Alarms

Integrated vehicle tracking and navigation combined with intelligent and responsive scheduling has further boosted daily productivity and simple things like engineers no longer having to ‘phone-in’ at the start of the day or end of a job are making a real difference to the work that can be completed each day.

The ability to automatically capture on-site information including date stamped photographs and ‘no-touch’ signatures, introduced to support Covid restrictions, together with other processes, enabled by BigChange, are also helping Stirling Electrical secure additional contracts with public sector organisations such as Housing Associations.

“Although we have already made significant improvements in our management and reporting processes using BigChange, there is always more that can be done,” McLean continued. “Moving forward we can achieve additional efficiency gains by integrating with our accounting and financial reporting functions and we hope to implement the online booking portal for some of our larger customers.

“As BigChange is adaptable and modifiable the support of the account management and Roadcrew support teams, as well as the wider BigChange Community, has been one of the biggest strengths of the system as we know there is always someone on hand to offer advice or assistance if we need it.”