“Taaleri made a big change in its strategy in spring 2021. The wealth management business has since then been sold and Taaleri now has a strong focus on sustainability and renewable energy”, says Robin Lindahl, CEO of Taaleri.
Taaleri has two business segments: Private AssetManagement and Strategic Investments. Private Asset Management consists of renewable energy, real estate, bioindustry and infrastructure businesses. The Strategic Investments segment includes Garantia Insurance Company Ltd. Taaleri has EUR 2.1. billion of assets under management. Taaleri Plc is listed on Nasdaq Helsinki.
Lindahl has seen many strategy processes during his career. He has noticed that too often good strategies are put in a drawer –strategy is not used to steer focus and action in the desired direction. Good strategy is of course important, but the most important thing is the execution.
“Execution requires systematic follow up. It also needs clear owners to all action points and that you follow them through on a systematic level, both in management team meetings and in board meetings. We need transparency and a holistic view of the agreed action. That’s how you can ensure that the strategy is moving in the right direction with the rights peed”, says Lindahl.
Trailmaker has been an important strategic partner for Taaleri through the whole strategic transformation. Trailmaker and Taaleri have worked together since the planning of the new strategy started.
After the strategy was finalized, Trailmaker process was taken into use on a corporate level and also in underlying businesses. Trailmaker is used to ensure that there are similar processes in each business and that the strategy is implemented in the same way throughout the whole company.
“It’s valuable to have a partner who is viewing us from outside. Trailmaker has helped us to define the strategic priorities and challenged us to find the right focus areas and prioritize things in the right way. The Trailmaker process has brought a lot of value to the whole transformation”, Lindahl says.
TRAILMAKER is a concept for faster strategy execution:
• Concrete common view and commitment
• Identified capability needs
• Visibility
The Fintoil biorefinery is planned and built between 2020 and 2021 and will start operations in 2022. Fintoil will become the world's fourth largest crude tall oil refinery – target turnover for the start year 2022 is 137 M€.
"The project involves a good team of highly skilled experts. Everyone has a strong ambition to make a good project and well functioning plant and get the processes running smoothly", says John Lindahl, Chairman of the Board.
The biorefinery refines crude tall oil, a by-product of the softwood pulp industry, for biofuel production and for the chemical, food and pharmaceutical industries. The planning of the refinery is underway and operational key personnel of the company will take up their duties by the end of February.
Trailmaker was used to test Fintoil's business plan. After all the executives have taken up their duties, the Trailmaker process will be redone from an operational perspective.
"With Trailmaker, we have made sure that we have taken all things into consideration when developing our business plan and that we are doing the right things in the right order", says Juhani Elomaa, Member of the Board.
"Everything that helps systematic project work is of paramount importance. Trailmaker has brought clarity and systematics to strategy work and made the strategy process extremely smooth", says Lindahl.
The implementation of the strategy is assured by Trailmaker's Management View, which is also an active tool for the board to monitor the implementation of the strategy. This ensures that the strategy is implemented as planned.
TRAILMAKER is a concept for faster strategy execution:
- Concrete common view and commitment
- Identified capability needs
- Visibility
Garantia, which is a wholly-owned subsidiary of Taaleri Plc and part of the Taaleri Group, is a private non-life insurance company specialising in guaranty insurance and supervised by the Finnish Financial Supervisory Authority. As a continuation of the autumn 2019 strategy process, Trailmaker Management View was adopted in the company.
“In the Trailmaker process, our strategy became clearer and more concrete. We named milestones and concrete steps and functions that ensure the success of the strategy”, says Titta Elomaa, CEO of Garantia.
Trailmaker has convinced both management and experts at Garantia. An illustrative and clear Management View combines tasks and a schedule, making implementation easy to track.
“A person is usually overly optimistic about the use of time. The Trailmaker Management View clearly shows what tasks need to be accomplished and whose task must proceed in order for a sub-goal to be achieved.”
Elomaa sees that Trailmaker has its place as a tool for the entire organization.
“Trailmaker has received good feedback also from the board of directors when we have reported on the progress of the strategy. For each of us in the organization, it is now transparent how our own work affects the progress of the strategy. After all, the strategy is about choices – what do we do and what we don’t do. With Trailmaker, we can all commit to the chosen goals”, says Elomaa.
TRAILMAKER is a concept for faster strategy execution:
• Concrete common view and commitment
• Identified capability needs
• Visibility
Lämpöhuollon kasvun takana ovat sekä uusi huoltoleasing-palvelu että dynaaminen ja hyvin johdettu myynti. Palvelu on muuttanut yrityksen toimintamallia ja kasvustrategiaa voimakkaasti kasvattaen pääoman tarvetta.
Harkitessaan yhtiöön sijoittamista Taaleri halusi varmistua Lämpöhuollon kasvustrategian toteutuksen edellytyksistä. Lämpöhuolto hyödynsi tähän Trailmakerin Execution DD-palvelua. TRAILMAKER-prosessin jälkeen Taaleri päätti sijoittaa Lämpöhuoltoon. Yhteistyössä Taalerin kanssa Lämpöhuollolla on strategian toteuttamiseen tarvittava pääoma, uskottavuus sekä konkreettinen toteutuspolku.
Lämpöhuollon toimitusjohtaja Juuso Pelkonen sanoo, että Trailmakerin fasilitaattorit olivat ammattilaisia, jotka pystyivät omalla kokemuksellaan viemään prosessin läpi.
”Koin, että Lämpöhuolto on niin uniikki yritys ja että ’yrittäjä tietää itse parhaiten’, mutta Trailmaker-prosessi antoi arvokasta informaatiota”, hän myöntää.
Pelkosen mukaan Trailmakerista on hänelle henkilökohtaisestikin hyötyä: "Trailmaker selkeytti meidän ajatuksiamme”.
Osa Taalerin menestyksestä selittyy opportunistisella toimintafilosofialla. Yhtiöllä on halu ja kyky toteuttaa asioita, joihin muut eivät ole kyenneet. Taaleri on rakennettu ja resursoitu havainnoimaan maailmaa sekä reagoimaan muuttuviin ja kehittyviin olosuhteisiin. Sen on ollut helppo löytää pääomaresursseja sopiviksi katsomilleen toimialueille. Kokonaisuus tarjoaa sijoittajille instrumentteja höystettynä intuitiivisilla elementeillä.
Taaleri poikkeaa perinteisistä toimijoista. ”Täyden palvelun finanssitalona meiltä löytyvät kaikki palvelut, mutta myös sellaisia, joita muut eivät tarjoa. Tämä perustuu pitkälti erikoistumiseen; toimialojen huippuammattilaiset ovat rakentaneet uniikkeja tuotteita. Asiakkaalle ei myydä bulkkia, vaan hän valitsee sijoituskohteet oman kiinnostuksensa ja tarpeidensa perusteella”, sanoo Taalerin sijoitusjohtaja Tero Luoma.
Taaleri Kiertotalousrahasto Ky on kokonaisuus, jonka perustaminen liittyy globaalien trendien tunnistamiseen. Toiminta käynnistettiin keväällä 2016 ja sen tavoitteena on tehdä 5-10 kotimaista sijoitusta. Koossa on tällä hetkellä viisi sijoitusta uusiutuvaan energiaan, materiaalien käsittelyyn ja -kierrätykseen sekä energian säästämiseen keskittyviin yrityksiin.
”Kiertotalous on laaja ilmiö, mutta rajauksella määritellään rahastolle selkeä fokus. Kysymyksessä on voimakkaasti kasvava trendi, johon liittyy suuria odotuksia. Suomesta löytyy hyviä alan yrityksiä, joita haluamme auttaa kasvamaan kansainvälisillä markkinoilla”, Tero Luoma sanoo.
Taalerin ja Trailmakerin yhteistyö käynnistyi reilu vuosi sitten.
