"A thick stack of fabric lies on a long machine waiting to be compressed and cut into shapes. “It can automate a lot,” says Gregg Thompson cofounder of combat wear company Crye Precision, “but the volume has to be there.” Machines are not so great at design iteration, he says. A man standing next to the machine slices sheets of fabric by hand. He’s faster, says Thompson, and he can execute multiple designs without needing to be reprogrammed.
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A shift is happening in manufacturing, bringing humans and machines closer together and making production more responsive to changing needs. The change is coming from companies that need flexible processes that allow their products to evolve with the needs of their customers. They also want their facilities not in industrial suburbs, but in amenity rich neighborhoods, so they can attract star talent. [Moi ici: Quase que não se pode pedir começo mais promissor do que este reforçar da esperança num lugar para o humano na produção em Mongo]
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BNYDC’s grand vision is to create a campus that seamlessly integrates small and medium manufacturing operations with white collar offices, production studios, restaurants, coffee roasteries and shops, distilleries, grocery stores, bakeries, and rooftop gardens with edible greens.
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The workflow will look something like this: a customer will call and ask for something, a designer will mock up a solution in its upstairs offices, that drawing will travel downstairs to production, once the part is made it will fly under the purview of a solutions architect who will vet whether the product actually suits the described need. Essentially, the company can iterate on customer needs much faster–in a single day. Previously, the company would have had to send parts back and forth between its manufacturing facility in Los Angeles and main headquarters in New York, a process that takes days if not weeks.
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Factory workers are no longer just doing mindless production line work. The new manufacturing requires interacting with complicated robots and fixing computer systems. [Moi ici: Clubes de leitura e as ironias automação] “The manufacturing is smaller and cleaner and more sustainable and doesn’t pollute as much,”
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The Navy Yard also recently opened its own high school [Moi ici: Até a escola que conhecemos, formatada para a revolução industrial e o Normalistão tem os dias contados] on campus called the Brooklyn Science Technology Engineering Arts and Mathematics Center (The STEAM Center for short). The school, developed in partnership with the Department of Education, gives qualifying junior and senior high school students from eight area schools the opportunity to spend half their day learning curriculum influenced by the equipment, jobs, and working cultures on display at the Navy Yard."
domingo, março 17, 2019
A fábrica do futuro
Mais um texto que parece retirado deste blogue, um texto sobre Mongo e muito diferente do que o mainstream escreve, normalmente, encadeado pelas luzes da automatização. Recomendo pois a leitura de "The manufacturing job of the future: clean, urban, and better paid":
sábado, março 16, 2019
O senhor eurodeputado precisa de conhecer Mongo e ...
O mundo muda, mas muitas pessoas não se apercebem e, por isso, continuam apegadas aos mitos do paradigma onde nasceram e foram enformados.
Tudo sintomas previstos aqui no blogue há muito, muito tempo.
O senhor eurodeputado precisa de conhecer Mongo e mergulhar no Estranhistão, precisa desta epifania:
BTW, comparem a primeira frase do vídeo com o discurso do feike niús.
Recordo aqui no blogue muitas vezes uma frase de Napoleão:
Nesse mundo o crescimento era possível ao estilo canceroso, por isso uso a metáfora de Metropolis ou de Magnitograd, ou Magnitogorsk.
Para quem está prisioneiro do paradigma do século XX a falta de pessoal para trabalhar é medonha. Porque ainda não chegaram ao fim deste postal, "Coisa de loucos", porque nunca leram esta série "Como aumentar a facturação quando não se pode aumentar a produção por falta de pessoas?", continuam focados na última guerra, que já acabou, e fazem figuras tristes: "José Manuel Fernandes diz que é necessário "aumentar a natalidade""
A juntar a "10 profissões tradicionais onde há falta de gente" e a:
"Por outro lado, grande parte dos profissionais que dominam este ofício trabalha por conta própria, mostrando pouca disponibilidade para aceitar desafios por conta de outrem que embora estejam hoje mais valorizados monetariamente, continuam a não ser suficientemente aliciantes."Encontro agora "As profissões sem 'canudo' que oferecem salários acima da média".
Tudo sintomas previstos aqui no blogue há muito, muito tempo.
O senhor eurodeputado precisa de conhecer Mongo e mergulhar no Estranhistão, precisa desta epifania:
BTW, comparem a primeira frase do vídeo com o discurso do feike niús.
sexta-feira, março 15, 2019
Curiosidade do dia
Acham isto "Brazil Dam Disaster Highlights Dangers of “Softgrading” and Falsifying Audit Nonconformities" estranho?
Eu acho tão ou mais estranho a CP continuar certificada.
Eu acho muito estranho os hospitais do estado continuarem certificados. Penso na cláusula 7.1.2 da ISO 9001:2015 e fico sem perceber como é que os auditores não levantam essa não-conformidade.
O que eu teria para contar...
Eu acho tão ou mais estranho a CP continuar certificada.
Eu acho muito estranho os hospitais do estado continuarem certificados. Penso na cláusula 7.1.2 da ISO 9001:2015 e fico sem perceber como é que os auditores não levantam essa não-conformidade.
O que eu teria para contar...
“Hierarchy of Purpose”
Simplesmente muito bom, "How to Prioritize Your Company’s Projects":
"We had more than 100 large projects (each worth over 500,000 euros) under way. No one had a clear view of the status of those investments, or even the anticipated benefits. The bank was using a project management tool, but the lack of discipline in keeping it up to date made it largely fruitless. Capacity, not strategy, was determining which projects launched and when. If people were available, the project was launched. If not, it stalled or was killed.
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Prioritization at a strategic and operational level is often the difference between success and failure. But many organizations do it badly.
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Of course, sometimes leaders simply make the wrong decisions; they prioritize the wrong thing. But in my 20 years as an executive, the problem I see more often is that leaders don’t make decisions at all. They don’t clearly signal their intent about what matters. In short, they don’t prioritize.
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The number of priorities admitted to by an organization is revealing. It is notable that if the risk appetite of a senior executive team is very low (or if they are not able or inclined to make the tough choices), they will tend to have a generous portfolio of priorities; they don’t want to take the risk of not being compliant, missing a market opportunity, not having the latest technologies, and so on. But in my experience, the most successful executives tend to be more risk taking and have a laser-like focus on a small number of priorities. These executives know what matters today and tomorrow. At the extreme, this might mean simply having a single priority. The more focus, the better.
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In that time, I have developed a simple framework that I call the “Hierarchy of Purpose.” It is a tool that executive teams can use to help them prioritize strategic initiatives and projects:
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Purpose. What is the purpose of the organization and how is that purpose best pursued? What is the strategic vision supporting this purpose?
Priorities. Given the stated purpose and vision, what matters most to the organization now and in the future? What are its priorities now and over the next two to five years?
Projects. Based on the answers to the first two points, which projects are the most strategic and should be resourced to the hilt? Which projects align with the purpose, vision, and priorities, and which should be stopped or scrapped?
People. Now that there is clarity around the strategic priorities and the projects that matter most, who are the best people to execute on those projects?
Performance. Traditionally, project performance indicators are tied to inputs (e.g., scope, cost, and time). They are much easier to track than outputs (such as benefits, impact, and goals). However, despite the difficulty companies have in tracking outputs, it’s the outputs that really matter. What are the precise outcome-related targets that will measure real performance and value creation? Reduce your attention to inputs and focus on those instead."
Mais sanitas (parte II)
Parte I.
O meu colega das conversas oxigenadoras sempre me disse que a Industria 4.0 requer gente com um grande espírito crítico. Recordo de Março e Fevereiro do ano passado "E as pessoas para a Indústria 4.0?" e "Está tudo relacionado".
Ontem, li "The ironies of automation":
O meu colega das conversas oxigenadoras sempre me disse que a Industria 4.0 requer gente com um grande espírito crítico. Recordo de Março e Fevereiro do ano passado "E as pessoas para a Indústria 4.0?" e "Está tudo relacionado".
Ontem, li "The ironies of automation":
"Some think this isn't a problem. One airline executive recently told the WSJ that pilots don’t need to know how underlying systems are built because, “they’re not engineers and their job is to fly the aircraft.” But this perception overlooks a seldom discussed irony: the more automated the system, the more crucial the human operator becomes. That’s because automation doesn’t purge demand for human labour, instead it changes the type of labour needed.
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technology, while addressing one set of problems, often creates others. Decades later, that observation still rings true. Automation enthusiasts would be wise to temper expectations accordingly. Particularly in company boardrooms, where automation is increasingly seen as a panacea, and a way to reduce costs, rather than a tool."
quinta-feira, março 14, 2019
Ainda a batota
"The problem, experts say, is that a lot of companies don’t set clear objectives for the experiences they create. “You have to figure out what people need,” said Sarah Hall, co-founder and partner of experiential marketing firm Harley & Company. “Then you have to decide if you want to create a deep emotional connection or push them towards a transaction.”Trechos retirados de "The Pitfalls of Investing in Experiential Retail"
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Many brands run into trouble by mimicking competitors’ strategies instead of figuring out which experiences make the most sense — and sales — for them. A café is only worth operating if its regulars are also purchasing margin-driving products. A successful restaurant won’t save a struggling department store chain unless diners hit the shoe floor afterwards. An in-store panel discussion will only create goodwill if the mission of the panel meets the mission of the brand.
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“It's about questioning and redesigning every aspect of how the store works and how it sells what it sells,” said retail industry futurist Doug Stephens. “It's an intensive process that begins by breaking down the entire customer journey into its smallest micro-moments and then, within each of those moments, designing experiences that are surprising, unique, personalised, engaging and, most importantly, repeatable.”[Moi ici: E recuar a 2008 e ao primeiro e ao segundo texto sobre a batota]
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Remaking the in-store experience often means a significant (and expensive) overhaul.
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Experts underscore that good experiences are only worthwhile if they are accompanied by good products."
Boas notícias, Portugal a ser abandonado pelo negócio do preço (parte II)
Parte I.
Ontem no Jornal de Notícias, "Associações anunciam nova crise do têxtil", com pérolas extraordinárias:
Prefiro a evolução deste senhor, quem o lia há 10 anos e quem o lê hoje:
Há os que apesar de empresários nunca deixarão de ser funcionários e há os outros.
Ontem no Jornal de Notícias, "Associações anunciam nova crise do têxtil", com pérolas extraordinárias:
"Ontem, em Guimarães, os dirigente da Confederação Portuguesa da Micro, Pequenas e Médias Empresas (CPPME), António Monteiro, pôs o dedo na ferida: "A situação é de tal ordem preocupante que há muita gente em desespero. Prevejo o encerramento de dezenas de empresas nos próximos dias"Que falta de noção!!!
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Entre as medidas a tornar, António Monteiro defende a criação de um fundo de segurança à subcontratação para compensar desistências de encomendas, a criação de um contrato obrigatório entre multinacionais e subcontratados, a criação de uma comissão arbitral para a resolução de conflitos e a criação de um fundo de formação profissional para a formação de costureiras."
Prefiro a evolução deste senhor, quem o lia há 10 anos e quem o lê hoje:
"Não é pelos preços que iremos encontrar a nossa competitividade e o que está a acontecer com a Inditex poderá ser pedagógico para muitas empresas, que se acomodaram, e um sinal importante para a nossa indústria de que o preço não é a resposta", afirmou o diretor-geral da Associação Têxtil e Vestuário de Portugal (ATP) em declarações à agência Lusa.ADENDA: Vão ver como começou a primeira loja Zara... um subcontratado a quem não desistiram de colocar encomendas, mas desistiram de comprar encomenda produzida. O homem teve de minimizar o prejuízo. Alugou um espaço em La Coruña, e começou a vender ... e nunca mais parou.
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"A grande questão é que as empresas aprendam de vez a lição de nunca ficarem com excesso de dependência relativamente a um cliente ou a um mercado em particular. Mais uma vez, a história repetiu-se com algumas delas, sobretudo as mais pequenas, que tiveram de encerrar, mas a minha convicção é que não é isso que vai afetar de uma forma violenta, ou pelo menos dramática, um setor que hoje em dia tem outros argumentos, alternativas e mercados e outra forma de reagir na procura de outros clientes", considera.
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Quanto às exportações para Espanha, Paulo Vaz acredita que "têm ainda potencial para crescer", até porque este mercado "está a ser berço de um conjunto de novas marcas muito orientadas para a sustentabilidade", em oposição ao "excesso de homogeneização que se encontrou em modelos de 'fast fashion' como a Inditex"."
Há os que apesar de empresários nunca deixarão de ser funcionários e há os outros.
quarta-feira, março 13, 2019
Curiosidade do dia
Num único subcapítulo do livro, "The Market Process" de Wulff Plinke e Ian Wilkinson, capítulo incluído no livro "Fundamentals of Business-to-Business Marketing - Mastering Business Markets" editado por Michael Kleinaltenkamp, Wulff Plinke, Ian Wilkinson e Ingmar Geiger, um festival de liberalismo económico:
"The market process can be viewed as a search process that never stops for any participant. Since all market participants are engaged in this search process, the market in effect creates the knowledge needed by buyers and sellers to act: “. . . the whole organization of a market mainly serves the distribution of information according to which the buyer has to act” (Hayek)
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Kirzner developed a helpful way of describing the market mechanism
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The market process is driven by entrepreneurs’ continuous search for profit opportunities. “The necessity to realize profits compels an entrepreneur to adapt as quickly and completely as possible to the desires of buyers (on the goods market) and sellers (on the resource market)” (Mises).
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The result is what Schumpeter calls a process of “creative destruction” in the economy in which entrepreneurial activity leads to the continual supplanting of existing patterns of production by new ones."
Um mundo novo
"Ecommerce in Greece is expected to be worth 4 billion euros at the end of this year. That would be an increase of over 8 percent, compared to the 3.7 billion euros the Greek ecommerce industry was worth last year.Ontem voltaram a repetir-me uma afirmação:
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ecommerce in Greece is gaining ground, with 85 percent of internet users in this Southeastern European country making regular purchases online. For comparison: this figure was at 65 percent in 2016.
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Currently, 85 percent of online shoppers in Greece make a major part (80 percent) of their purchases at domestic online stores.
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The most popular payment method in Greece seems to be cash on delivery, as this makes up for 54 percent of online payments.
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Nowadays, over 7,000 businesses in Greece have digital outlets."
- Os 10 maiores clientes da DHL não existiam em 2008
Trechos retirados de "Ecommerce in Greece: €4 billion in 2019"
Mongo é esta capacidade de aprendizagem colaborativa
Mongo é esta capacidade de aprendizagem colaborativa, é esta predisposição para o DIY referida em "The backyard mechanic who is taking on Tesla":
"It was the ultimate DIY project, with no guidance from Tesla.
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He is preparing to open the first repair shop on the East Coast dedicated to electric vehicles, with the goal of servicing vehicles while teaching owners how to care for the cars themselves."
terça-feira, março 12, 2019
"Ecosystems require a shaping strategy"
"Ecosystems are attractive partly because of the new possibilities they create for products and services spanning traditional boundaries — often using digital platforms, APIs, internet of things technology, and new tools for data gathering and analysis.
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The essential characteristics of business ecosystems are the following: They are multi-entity, made up of groups of companies not belonging to a single organization. They involve networks of shifting, semipermanent relationships, linked by flows of data, services, and money. The relationships combine aspects of competition and collaboration, often involving complementarity between different products and capabilities (for instance, smartphones and apps). Finally, in ecosystems, players coevolve as they redefine their capabilities and relations to others over time.
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In order to make use of ecosystems, organizations need to shift from using a traditional, static, company-centric perspective, and instead apply new ways of thinking about strategy from an ecosystems perspective. This perspective is distinctive in multiple ways:
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Dynamic: Based on a coevolutionary rather than a static view of relationships and capacities.
Collaborative: Driven by crafting novel product combinations drawing on complementary offerings.
Influence based: Shaped by partial influence rather than full ownership or control.
Indirect: Profits from system transactions or involves cross-subsidies, as often monetization occurs indirectly.
Emergent: Generates and embraces unanticipated shifts, reversals, and unintended consequences.
Network oriented: Involves overlapping networks, rather than discrete, linear value chains.
Externally focused: Focuses strongly on activities beyond individual company borders.
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Ecosystems require a shaping strategy, which refers to collaborating with others using indirect influence (including being influenced by others), being responsive to unpredictable changes, and evolving the ecosystem for mutual benefit. Enacting such a strategy can feel counterintuitive, as we are likely much more familiar and adept with the practices of a classical “plan and execute” strategy.
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The shift to ecosystems thinking challenges the very idea of “industry” that we inherited from the industrial revolution — a discrete set of broadly similar players competing to produce a common end product in a vertically integrated fashion. The coming decades will likely see the further spread of ecosystems, with companies coevolving in temporary clusters of semifluid relationships, spanning traditional industry boundaries. We should therefore be wary of inadvertently applying assumptions from more classical environments or overgeneralizing from a handful of well-known precedents. Instead, we should adopt an ecosystems perspective and consider the specific strategic choices we face, based on our particular situation, aspirations, and capacities."
Trechos retirados de "The Myths and Realities of Business Ecosystems"
O actor, o seu problema e o valor (parte III)
Parte I e Parte II.
"For the buyer and seller an exchange contains several sources of potential benefits and costs:
• The sales contract or agreement describes the performance requirements for each party and is therefore a source of benefits and costs for each side. We will refer to them as the benefits and costs of the contract.
• The negotiation and carrying out of a transaction is not without costs. We refer to these as transaction costs.
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• A transaction is not carried out in isolation from other transactions and processes in the environment. Almost every transaction has external effects of one sort or another. Hence we distinguish between the benefits and cost that arise directly from the exchange, and side effects that only become apparent in other exchanges. We refer to these side effects as side benefits and side costs from the perspective of the parties involved in the focal exchange.
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The Buyer’s PerspectiveIf a product or service is provided as contractually specified, the buyer receives the contract benefits. These are the benefits the product provided contribute to solving a particular problem ... The meaning of the term “Product” in this context has to be interpreted in the broadest sense as a means of producing value, of solving problems: it comprises all the elements defined in the agreement including hardware, software, services, and ownership and usage rights. From the buyer’s perspective, a product is not a physical object but a means of solving a problem, with the associated perceived benefits. It is not the machine that constitutes the product but the availability of manufacturing capacity; the consulting process is not the product but the resulting ability of the buyer to deal with a problem in a better way.
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The potential transaction benefits for a buyer arise independent of the emergence of an agreement during the buying process. One example is the know-how the buyer may gain from the seller as a result of their interactions, which may assist the buyer in later use of the product. Another is the positive experience the buyer has during the exchange process, from their own activities or those of the seller. The seller’s efforts to facilitate the buyer’s decision making, such as consulting advice, comparisons of alternatives, advertising, inspection tours, and test operations are yet another potential source of benefits that can increase the buyer’s trust in the seller and hence lower its transaction costs."
Trechos retirados de "The Market Process" de Wulff Plinke e Ian Wilkinson, capítulo incluído no livro "Fundamentals of Business-to-Business Marketing - Mastering Business Markets" editado por Michael Kleinaltenkamp, Wulff Plinke, Ian Wilkinson e Ingmar Geiger
segunda-feira, março 11, 2019
Não há receitas (parte II)
Parte I.
Kevin O'Leary com as suas ideias tem tido muito mais sucessos que insucessos. Só quero sublinhar que não acredito que a maioria das PMEs possa ter sucesso seguindo estas ideias.
Kevin O'Leary segue as ideias do Normalistão, segue as ideias do século XX, trabalha para criar gigantes.
Trabalhar em Mongo é trabalhar num outro mundo, é trabalhar para ganhar clientes, não para esmagar concorrentes.
Kevin O'Leary com as suas ideias tem tido muito mais sucessos que insucessos. Só quero sublinhar que não acredito que a maioria das PMEs possa ter sucesso seguindo estas ideias.
Kevin O'Leary segue as ideias do Normalistão, segue as ideias do século XX, trabalha para criar gigantes.
Trabalhar em Mongo é trabalhar num outro mundo, é trabalhar para ganhar clientes, não para esmagar concorrentes.
O actor, o seu problema e o valor (parte II)
Parte I.
A motivação de um potencial cliente por uma interacção será tanto mais forte quanto mais forte for a pressão para resolver o seu problema. Três factores podem afectar essa pressão:
A motivação de um potencial cliente por uma interacção será tanto mais forte quanto mais forte for a pressão para resolver o seu problema. Três factores podem afectar essa pressão:
"The consequence of success or failureThe pressure to solve a problem will vary according to the perceived importance of fulfilling a task. If the execution of a task promises significant contributions to goal achievement, the exchange partner will try harder to solve the problem. ... The more important are the anticipated consequences of failing to solve the problem, the greater is the pressure for solution.
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Complexity of the task and the availability of means of solution
The more complex the task is perceived to be, the greater the pressure and effort required to find a solution.
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Limits on the resources available, financial or human, also increase the difficulty and pressure involved in finding a problem solution. This is because compromises have to be made with respect to budgets or the quality of the problem solution.
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Time pressure
The shorter the time available to solve a problem, the greater the pressure to find a solution. Time pressure may mean some options are not available, as when the time to submit a tender expires due to unexpected technical problems in tender preparation, or when costs will increase significantly if overtime rates have to be paid to extend working hour to complete a job on time."
Recentemente num projecto balanced scorecard onde a estratégia passa por subir na escala de valor trabalhando a interacção com um decisor vários níveis acima do cliente no ecossistema da procura, apareceu um tema como relevante para cativar esse decisor: "Prazos curtos".
O tema ainda não está resolvido, mas deixa-me cheio de dúvidas... associo prazos curtos a produtos padronizados. Produtos padronizados são um negócio de preço, prazos curtos não são compatíveis com tempo para interagir e criar algo novo. Também podemos estar a falar de "prazos curtos" não no sentido literal, mas curto no sentido de rapidez na criação de algo novo.
Trechos retirados de "The Market Process" de Wulff Plinke e Ian Wilkinson, capítulo incluído no livro "Fundamentals of Business-to-Business Marketing - Mastering Business Markets" editado por Michael Kleinaltenkamp, Wulff Plinke, Ian Wilkinson e Ingmar Geiger
domingo, março 10, 2019
O actor, o seu problema e o valor
"The value of something depends on its potential to make a positive or negative contribution to the solution of a particular actor’s problems. Thus, value depends upon the relationship between the good and an actor and their problems. Theoretically, perceived value is defined as the difference between the situations of a person without the good compared to the situation of a person with the good. The amount of value depends on the perceived difference in goal achievement resulting from the acquisition or disposal of the good, service, or resource in question.
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The nature of any exchange is determined by certain driving forces. These stem from the interests and motives of the parties involved, who, through exchange, try to solve their problems. But problems cannot be solved in any old way. Instead, a solution needs to be perceived as more favorable and better than alternatives.
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(1) In the search for problem solutions the parties are self-interested, and they seek advantages for themselves through exchange; (2) The pursuit of advantages is a particular feature of problem solving behavior; (3) When people search for solutions to their problems, they try to avoid or reduce risk and uncertainty.
Basically, the search for problem solutions is the major driving force behind exchange and the excess of benefits over costs, as well as the reduction of uncertainty, determine the extent of problem solution.
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Exchange is motivated by expectations that it will bring about an appropriate solution to a problem. Each exchange partner sees the exchange as means for the accomplishment of a particular task or the achievement of a particular goal. But what really is a ‘problem’?
Each potential exchange partner is in a state they perceive as unsatisfactory or incomplete. It is their intention to change their state of affairs from a less to more preferred situation with the help of exchange. If this were not so they would not engage in exchange. The discrepancy between the current and less satisfactory state and the desired future state is referred to as the “problem” if the following condition applies: the transformation of an initial state into a desired final state requires a process of search, selection, and implementation of appropriate means promising a possible problem solution. Figure 1.5 depicts the structure of a problem.
A gap between starting and target conditions, with as yet unknown means of reaching the target, creates a condition of stress or disequilibrium.
we can describe a problem as a task combined with the perceived pressure to find a solution."Trechos retirados de "The Market Process" de Wulff Plinke e Ian Wilkinson, capítulo incluído no livro "Fundamentals of Business-to-Business Marketing - Mastering Business Markets" editado por Michael Kleinaltenkamp, Wulff Plinke, Ian Wilkinson e Ingmar Geiger
sábado, março 09, 2019
Curiosidade do dia
"Se Portugal tivesse recursos naturais que lhe permitissem ter assim um fundo soberano, como este seria gerido? Em primeiro lugar não seria gerido, pois as verbas já não existiam. Não haveria já nada para gerir e provavelmente no seu lugar os excedentes dariam lugar a mais dívida pública.Dolorosamente certeiro.
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Já teríamos mais uns quantos aeroportos, centenas de kms de TGV, mais submarinos e quem sabe naves espaciais. Tudo comprado em nome do desenvolvimento económico do país e dos superiores interesses da nação, sem esquecer as habituais comissões, contratos e concessões atribuídas aos amigos, porque aos inimigos não vale a pena.
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Bastava que os dez habitantes de Vila Nova de Qualquer Coisa reclamassem que demoram 11 minutos a chegar a Vila Nova de Outra Coisa Qualquer, para ser urgente encontrar uma solução para resolver este problema. Uma autoestrada, um TGV, um aeroporto ou algo parecido seria a solução ideal, pois isso criaria oportunidades para os amigos. Principalmente isso, oportunidades para os amigos."
Trecho retirado de "O Fundo Soberano da Noruega e Portugal"
Não há receitas
Um bom exemplo da variedade de abordagens estratégicas e de como o que pode funcionar perfeitamente num sector pode falhar completamente num outro, "What the Wine Industry Understands About Connecting with Consumers".
Depois recordo a estória do sucesso dos vinhos australianos e complemento a afirmação lá de cima com: O que pode funcionar perfeitamente num sector para uma empresa, pode falhar completamente no mesmo sector, com uma outra empresa com uma diferente proposta de valor para um tipo diferente de clientes-alvo.
Depois recordo a estória do sucesso dos vinhos australianos e complemento a afirmação lá de cima com: O que pode funcionar perfeitamente num sector para uma empresa, pode falhar completamente no mesmo sector, com uma outra empresa com uma diferente proposta de valor para um tipo diferente de clientes-alvo.
Mongo e automatização - tanta treta que se ouve
O meu parceiro das conversas oxigenadoras mandou-me este artigo, "Can There Be Too Much Automation?":
"Much of what you hear about automation focuses on the increased productivity that automation can bring to production lines. You hear about this a lot because it’s a true, measurable reality.Como escrevo no postal de Fevereiro de 2018 na lista abaixo:
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But is it possible that too much reliance on automation can hinder the overall productivity of a factory? [Moi ici: Um velho tema deste blogue, Mongo e automatização não jogam bem!!! Ver Lista de artigos abaixo]
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At Mitsubishi Electric´s Kani manufacturing facility, which is part of the company’s Nagoya Works in Japan, the company found that, by bringing humans into work cells that were once 100 percent automated, the footprint occupied by the cell itself could be reduced by 84 percent.
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In addition, Mitsubishi Electric notes that the introduction of human workers to previously automated assembly lines is helping the Kani factory react faster to changes in product demand.[Moi ici: Tão Mongo!!!]
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The Kani factory produces motor starters and contactors for Mitsubishi Electric. The vast amount of production variations and possible configurations of these products—14,000—diluted the volumes of each particular product. This amount of variability, coupled with customer demands for even greater choice, highlighted the automation problem for Mitsubishi Electric. [Moi ici: Tão Mongo!!!]
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According to the company, manual production at the Kani factory had given way to totally automated assembly lines, which were ideal for mass production with few product variations where high yields could be realized at high speed. But this required many individual components to be held in stock and ready for the manufacturing process; otherwise, the lines would not be able to run for any appreciable length of time.
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In effect, it became difficult and uneconomical for the factory to produce its products in small batches—which just happens to be the very direction in which industry as whole is headed.
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The company realized that, by restoring some human elements, it could reduce some of the manufacturing problems it was encountering.
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Despite that fact that the new cells, featuring a combination of human workers and automation, cannot produce at the same volume and speed as the fully automated lines, the reduced size of the new cells means the company can deploy up to 6.3 cells in the same space once occupied by one cell. Mitsubishi Electric says this means that total productivity density for the facility is much higher due to three key factors: a wider variety of products can be manufactured in smaller batches; one stoppage does not halt the whole of production; and the total number of production lines has increased."
"Muitas vezes penso que as pessoas quando planeiam o futuro não fazem como Teseu no labirinto, não usam uma corda para unir o hoje com o futuro desejado. Por isso, usam lugares comuns. Por isso, não põem os pés no chão e testam a validade dos pressupostos que estão a assumir."
- Estranhistão, autenticidade, imperfeição e automatização (Agosto de 2013)
- Um mesmo processo automatizado é demasiado rígido para Mongo (Abril 2014)
- Mongo e a automatização... pois! (Fevereiro 2016)
- Beyond Lean (Agosto 2017)
- Seru (parte V) (Setembro 2017)
- Da normalização para a excepção (parte II) (Fevereiro de 2018)
- Coisa de loucos (Maio de 2018)
- O que protegerá Portugal dos robôs? (Outubro de 2018)
- Nem de propósito! (Dezembro de 2018)
sexta-feira, março 08, 2019
"not “winning,” “beating,” or “defeating” competitors"
Motards, Dastardlys, ...
“To get ahead of disruption, we need to pay far more attention to customers than we ordinarily do, and commensurately less attention to competitors. We need to discipline ourselves to look at markets from the customer’s perspective, not just the company’s, and to understand customers’ evolving desires and behaviors.A mesma doença está na base disto:
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At first glance, executives might resist shifting their strategic focus from competitors to customers. In my experience, most executives care about customers, but they are obsessed with competitors—and understandably so. Modern business strategy has focused squarely on the firm, on assessing the competitive landscape, and on responding to competitors.
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Game theory models, meanwhile, conceptualize games as played with a competitor. Customers are secondary, conceived as the “prize” for which competitors are vying.
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Focusing on competitors has worked well in the past, and it might still work in some situations, but it has become less applicable for companies competing in markets threatened with disruption. Traditional corporate strategy assumed a situation in which companies faced only one or a few competitors, and in which opponents’ actions were somewhat predictable. Under such conditions, competition really did bear more similarity to a chess match or to warfare. In today’s markets, incumbents across many industries often square off against not one or two large and predictable opponents, but dozens more of small, nimble, and less predictable challengers.
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For these reasons alone, executives would do better to return to the basics of business—not “winning,” “beating,” or “defeating” competitors, but acquiring and retaining customers. Entrepreneurs at disruptive startups see the world in precisely this way, paying heed to Peter Drucker’s famous dictum “The purpose of a business is to create a customer.” Indeed, entrepreneurs perceive the focus on customers as a defining quality of startups as opposed to incumbents.”
"I’m a terrified dinosaur. I’ve been living in this cozy world of old brands [and] big volumes. You could just focus on being very efficient and you’d be OK. All of a sudden we are being disrupted in all ways. If you go to a supermarket, you see hundreds of new brands. In beer, we had the new kinds of beer coming in from all over. We are running to adjust."Trechos iniciais retirados de “Unlocking the Customer Value Chain” de Thales S. Teixeira.
"will lead to a big change for manufacturing"
Os trechos que se seguem parecem retirados daqui do blogue. Há anos que escrevemos sobre esta tendência.
"Personalised production is an evolution of customization that enables companies to differentiate their offer through innovative products for specific needs of a customer or a target group thanks to adaptable and reconfigurable production systems supported by easy-to-use product configuration systems to make processes along the supply chain efficient. In this scope, the proposed mission is to turn ideas into products by transforming passive consumers into active participants in the production of their own products thanks to new technologies that can enhance and empower their capabilities. This mission implies a paradigm shift because innovation will not originate anymore from the identification of consumer requirements; indeed, innovation and production will be taken out of the factory boundaries to allow people to be the decision makers during the design and production process in new collaborative supply chain models.Trechos retirados de "Key Research Priorities for Factories of the Future—Part I: Missions" de Tullio Tolio, Giacomo Copani e Walter Terkaj, publicado em "Factories of the Future The Italian Flagship Initiative",
Consumer goods (e.g. clothing, footwear, sports items, glasses) but also other kinds of product such as medical products (personalised orthopaedic prosthetics, dental prosthetics, etc.) or durable goods (cars, kitchens, buildings facades, etc.), and even food can be produced based on the ideas of and by customers applying an approach of self-managed personalisation. In this way, they can create products with a unique design and style, along with functional and comfort-related aspects, going beyond the conventional choice dictated by off-the-shelf products.
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This mission will lead to a big change for manufacturing heading towards socialization and massive involvement of consumers. Many small and medium sized manufacturers (e.g. SMEs, fab-labs and even individuals) will participate in different market segments, while evolving into production service providers to satisfy customers’ personalised requirements. These entities will further aggregate into dynamic communities in a decentralized system and win bargaining power and efficiency. Moreover, new companies will basically sell ideas and their integration into new and dynamic value chains and markets.
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The implementation of the proposed mission will have an indirect impact also on sustainability since production will shift from Make-to-Stock to Customise-to- Order,"
quinta-feira, março 07, 2019
E quando Mongo "rouba" os trabalhadores?
Na parte V desta série "Como aumentar a facturação quando não se pode aumentar a produção por falta de pessoas? (parte V)" começo a abordar um tema que será cada vez mais relevante à medida que Mongo e a demografia avançarem:
Mongo vai dar poder aos makers, que poderão fazer uso de plataformas como a Crafted Society para chegarem ao consumidor. A tecnologia vai avançar para máquinas pequenas, boas para pequenas séries e trabalho customizado, que podem ser propriedade de um maker ou de uma cooperativa de makers. Ou seja, aquilo que refiro na parte IV e V sobre os carpinteiros, electricistas e outras profissões que preferem trabalhar por conta própria em vez de por conta de outrem, vai ter tendência a alargar-se a outras profissões tradicionais.
Mesmo sem Mongo, com uma demografia a gerar falta de trabalhadores, isto será cada vez mais frequente "Ohio Sonic drive-in staff quit after wages were reportedly reduced to $4/hour":
Mongo vai dar poder aos makers, que poderão fazer uso de plataformas como a Crafted Society para chegarem ao consumidor. A tecnologia vai avançar para máquinas pequenas, boas para pequenas séries e trabalho customizado, que podem ser propriedade de um maker ou de uma cooperativa de makers. Ou seja, aquilo que refiro na parte IV e V sobre os carpinteiros, electricistas e outras profissões que preferem trabalhar por conta própria em vez de por conta de outrem, vai ter tendência a alargar-se a outras profissões tradicionais.
Mesmo sem Mongo, com uma demografia a gerar falta de trabalhadores, isto será cada vez mais frequente "Ohio Sonic drive-in staff quit after wages were reportedly reduced to $4/hour":
"The entire staff at three different Sonic fast-food drive-in restaurants in Ohio reportedly walked out to protest poor working conditions this past week."Qual a alternativa? Talvez passe por coisas como esta "KitchenAid’s Key Ingredient: Investing in Workers. ‘It’s Not a Dead-End Job Anymore.’":
"Companies discover investment in workers as a way to keep churn low:Ao escrever estas linhas não consigo deixar de pensar no aumento do lobby das empresas junto dos reguladores e governos de turno para dificultar a vida aos freelancers do futuro.
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As the U.S. labor market continues to tighten, companies are reaping decades of underinvestment in their workers. Blame it on a wave of skilled baby boomers retiring or colleges teaching the wrong things or a lack of loyalty among younger workers. The harder it gets to find the next generation of Jenni Hannas, the bigger the headaches get in the human-resources department.
“If you’re the person who is in charge of finding staff, they want you to go out and find the unicorn,” Andrew Angyal, founder of NexGen Recruiting in Youngstown, Ohio, said. “They want all these people with 10, 20 years of experience and, if you do happen to find them, it’s a big question of whether you can pay them enough.”"
Um clube de leitura
Julgo que foi neste almoço que começaram as nossas conversas oxigenadoras:
"O empresário lá de cima, há meses que criou um clube leitura na empresa porque, explicou-me então:O nosso próximo almoço, que era para ser hoje, será amanhã. E um dos temas que levarei para a mesa será: "The quiet power of reading with your coworkers":
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- Como posso aspirar a ter gente com espírito crítico se as pessoas não lêem.
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E depois, o desafio seguinte foi libertar as pessoas para a possibilidade de criticar, de não concordar com o que estava escrito.
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- Sabe Carlos, para quem não está habituado a ler o que está escrito tem uma aura de sagrado, de não criticável."
"As with most initiatives, the most important thing is to take action. I tell the teams I work with, “Start scrappy and know that doing something is infinitely better than doing nothing.” So, get going today."
quarta-feira, março 06, 2019
Better lemonades
Não sei até onde se podem confiar nestas notícias, mas cá vai para ser motivo de reflexão:
"Uísque do Lidl eleito melhor do mundo em concurso internacional"
Isto também está relacionado com o hollowing das marcas... (ver "profecia fácil do "hollowing", ou "radioclubização", de como uma marca forte e genuína se transforma numa carcaça, num aristocrata arruinado, fruto de deixarem os muggles à solta" e "Warns of Margin Threat as Niche Brands Disrupt Industry"
"Uísque do Lidl eleito melhor do mundo em concurso internacional"
"À venda no Lidl por cerca de 15 euros, o "Queen Margot", de oito anos, foi considerado o melhor na categoria "Uísque escocês com 12 anos ou menos" entre os uísques de mistura (blend). Ficou à frente de alguns mais conhecidos, como por exemplo o "Johnnie Walker Black Label", esclarece a "Esquire", revista americana dedicada ao público masculino."Recordar "Private labels melhores do que..."
Isto também está relacionado com o hollowing das marcas... (ver "profecia fácil do "hollowing", ou "radioclubização", de como uma marca forte e genuína se transforma numa carcaça, num aristocrata arruinado, fruto de deixarem os muggles à solta" e "Warns of Margin Threat as Niche Brands Disrupt Industry"
Como aumentar a facturação quando não se pode aumentar a produção por falta de pessoas? (parte V)
Parte I, parte II, parte III e parte IV.
Comecemos pelo último texto citado:
Há dias em "Calçado português? Bom no fabrico, desconhecido na marca" voltei a ler a actualização dos números:
Stop! reparem no título "Calçado português? Bom no fabrico, desconhecido na marca".
Agora, leiam o artigo "Meet the Italian Makers of Luxury":
Comecemos pelo último texto citado:
"Por outro lado, grande parte dos profissionais que dominam este ofício trabalha por conta própria, mostrando pouca disponibilidade para aceitar desafios por conta de outrem que embora estejam hoje mais valorizados monetariamente, continuam a não ser suficientemente aliciantes."E acrescentemos uma citação do último postal:
"Business model innovation is a powerful force of abrupt market-level change, in some cases more powerful than technology.Quem lê este blogue sabe o que é Mongo, a metáfora do Estranhistão. O mundo cauda longa a espalhar-se por todo o lado, em vez das grandes séries do século XX, customização, individualização, interacção, co-criação, proximidade, pequenas quantidades.
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Likewise, don’t let an excessive focus on your products prevent you from paying attention to your business. Many executives at incumbent businesses, wedded to their business models, react to disruption by blaming their products. As they see it, all the newfangled lemonade stands out there are stealing customers because they have created better-tasting lemonade. Stop blaming your lemonade! The truth is that the upstart’s lemonade tastes the same as yours, or maybe even worse. It’s the new business model that is stealing your customers, not the product. ”
Há dias em "Calçado português? Bom no fabrico, desconhecido na marca" voltei a ler a actualização dos números:
"A conclusão nessa altura foi que tanto o calçado masculino como o feminino made in Portugal tinha melhor avaliação (média de 34 e 31,50 euros, respectivamente) do que o italiano (31,50 euros e 29,60 euros) quando a origem do produto não era revelada. Só que, depois de dar a conhecer a origem, o sapato português desvalorizava (-18,2%, para 27,80 euros, no masculino; e -18,4%, para 25,70 euros, no feminino), ao passo que o calçado italiano valorizava ligeiramente (+1,6% no masculino) ou mantinha o preço inalterado (no calçado feminino), ainda assim 13,6% acima do preço do calçado português."Recordo outra comparação entre o calçado italiano e o português, a dimensão, aqui: "Calçado italiano e português" (empresas bem mais pequenas - também por causa disto).
Stop! reparem no título "Calçado português? Bom no fabrico, desconhecido na marca".
Agora, leiam o artigo "Meet the Italian Makers of Luxury":
"We are long used to applauding designers at the end of a season. But behind them is a plethora of generally unheralded artisans who also power the “Made in Italy” brand, creating everything from knits to sneakers. Now, one nascent company is aiming to place that talent firmly in the spotlight.
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“We decided we wanted to celebrate the unknown,” Mr. Johnston said, “those who are rarely identified but are also behind some of the most beautiful creations made for the luxury market.” He noted that many artisans sign strict confidentiality agreements that keep them out of the public eye. [Moi ici: Conseguem fazer o paralelismo com aquela parte do título "Bom no fabrico, desconhecido na marca"]
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"Create ways in which consumers could truly appreciate things made by hand and preserve a crafted society in the digital age.”
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All of the sales tags carry the label’s logo and the names of the Italian businesses that made the products, highlighting the craftspeople involved [Moi ici: Recordar "Fugir do anonimato"]. Available online are supplier details like contact and address information alongside photographs and biographies of the artisans who worked on the piece.
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As a direct-to-consumer brand, Crafted Society’s retail prices do not include the traditional distributor or wholesale markups, nor the usual markup associated with a premium brand name, which usually is 7 to 10 times the manufacturer’s cost price. (Crafted Society said its markup is three times the cost price.
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The partnerships that Crafted Society has been building, he said, could also tackle a broader crisis weighing on the future of Italian luxury manufacturing: the struggle to find the next generation of artisans.[Moi ici: O mesmo tema do artigo do Caderno de Economia na parte IV desta série]
“Most artisans in factories and workshops now are in their 60s and 70s, and younger people are not so interested in this line of work,” Mr. Mattioli said. “We cannot recruit them by saying the big luxury names we work for because of our contracts. But if we can take pride in what we do and in our community, and can present our craft independently, perhaps we can convince them of the importance of what we do.”
E volto aquela citação com que terminei o postal anterior e iniciei este. Há anos coloquei esta pergunta numa empresa de calçado:
- Não têm receio que os vossos trabalhadores comecem a trabalhar para marcas a partir de casa?
E pensar no 2º golo? E pensar num modelo de negócio alternativo? Como metaforicamente escreveram num comentário na parte IV: "obrigar as empresas "a saírem da vala""
Quem está focado no 1º golo pensa à la Bruce Jenner, quem pensa no 2º golo pensa em salami slicers. Quem pensa no 2º golo sabe que tem de dizer não a muita coisa.
É tão difícil fazer esta transição... Maliranta e Taleb explicam
terça-feira, março 05, 2019
"It’s the new business model that is stealing your customers, not the product”
“Car dealers now make hardly any money on car sales themselves—less than 10 percent of total net profits. Rather, their profits arise from the sale of financing, insurance, extra warranties, and maintenance, which now represent 67 percent of their net income. Car dealers have evolved and today resemble banks selling financial services much more than they do auto retailers.Agora relacionar com "Today's CEO playbook is outdated. Here are 5 things rising stars should focus on to win in the next decade":
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After all, Uber, Amazon, and Birchbox are all regarded as technology companies, right? I decided to talk to these firms and learn about the new technologies they developed and were leveraging. It soon became clear to me that the initial success of these companies didn’t hinge on new and innovative technologies, but rather on the power of their business model innovations. Similarly, others have argued that even well-regarded “tech” companies such as Google, in their early days, didn’t invent completely new technologies, but rather invented or perfected new business models. These innovations represented the real engine of disruption.
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Business model innovation is a powerful force of abrupt market-level change, in some cases more powerful than technology. Technology, as Jim Collins put it more than a decade and a half ago in his bestselling book Good to Great, “is an accelerator, never a creator of momentum and growth.
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Likewise, don’t let an excessive focus on your products prevent you from paying attention to your business. Many executives at incumbent businesses, wedded to their business models, react to disruption by blaming their products. As they see it, all the newfangled lemonade stands out there are stealing customers because they have created better-tasting lemonade. Stop blaming your lemonade! The truth is that the upstart’s lemonade tastes the same as yours, or maybe even worse. It’s the new business model that is stealing your customers, not the product. ”
"Competing in ecosystems.Classical models of competition assume that there are discrete companies that make similar products and compete within clearly delineated industries. But technology has dramatically reduced communication and transaction costs, weakening the Coasean logic for combining many activities inside a few vertically integrated firms. At the same time, uncertainty and disruption both require individual firms to be more adaptable and also make business environments increasingly shapeable. Companies now have opportunities to influence the development of the market in their favor, but this can be achieved only by coordinating with other stakeholders.Trechos iniciais retirados de “Unlocking the Customer Value Chain” de Thales S. Teixeira.
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As a result of these forces, new industrial architectures are emerging based on the coordination of ecosystems — complex, semi-fluid networks of companies that challenge several traditional assumptions of business. ... They blur the boundaries of industries: for example, automotive ecosystems include not just traditional suppliers but also connectivity, software, and cloud storage providers. And they blur the distinction between collaborators and competitors: for example, Amazon and third-party merchants have a symbiotic relationship, while the company competes with those merchants simultaneously by selling private-label brands.
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The playbook for how to emulate these ecosystem pioneers has not yet been fully codified, but a few imperatives are becoming increasingly clear:
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Adopt a fundamentally different perspective towards strategy, based on embracing principles like external orientation, common platforms, co-evolution, emergence, and indirect monetization
Determine what role your company can play in your ecosystem or ecosystems — not all companies can be the orchestrator [Moi ici: Ao orquestrador chamei em 2012 o arquitecto de paisagens competitivas]
Ensure that your company creates value for the ecosystem broadly, not just for itself"
Como aumentar a facturação quando não se pode aumentar a produção por falta de pessoas? (parte IV)
Parte I, parte II e parte III.
Regressemos ao título "Como aumentar a facturação quando não se pode aumentar a produção por falta de pessoas?"
Falta de pessoas...
No último fim-de-semana no Caderno de Economia do semanário Expresso, roubado em casa da minha mãe, encontrei o artigo "10 profissões tradicionais onde há falta de gente".
Sobre as costureiras pode ler-se:
Lembram-se de "Espero que não vos tremam as pernas quando as empresas começarem a cair como tordos"?
Perante a falta de pessoas as empresas vão ter de aumentar os salários, ponto. O @nticomuna chamou-lhe populismo, eu chamo-lhe desespero.
O que acontece a uma empresa que aumenta os salários acima do aumento da produtividade? Ou a empresa fica menos competitiva, e/ou os sócios terão de ter menores rentabilidades. Empresas menos competitivas fecham, capitalistas com menos retorno dão outra aplicação ao seu dinheiro... a menos que seja emprestado e, nesse caso, ficam tramados.
Em "Gachiche (parte III)" escrevi:
Ou as empresas dos sectores ditos tradicionais se adaptam e dão um salto na produtividade, ou terão de se deslocalizar, ou terão de fechar para que o dinheiro seja melhor aplicado noutro sítio com mais rentabilidade. Acredito que esta adaptação vai ser difícil e muito dolorosa. Explico.
Ontem de manhã, enquanto fazia uma caminhada matinal de 6 km e lia uns trechos de "Key Research Priorities for Factories of the Future—Part I: Missions" de Tullio Tolio, Giacomo Copani e Walter Terkaj, publicado em "Factories of the Future The Italian Flagship Initiative", só me vinha à mente a frase:
Regressemos ao título "Como aumentar a facturação quando não se pode aumentar a produção por falta de pessoas?"
Falta de pessoas...
No último fim-de-semana no Caderno de Economia do semanário Expresso, roubado em casa da minha mãe, encontrei o artigo "10 profissões tradicionais onde há falta de gente".
Sobre as costureiras pode ler-se:
"Salários ainda pouco valorizados (ligeiramente acima do mínimo nacional) e a exigência das funções fabris estão na base das dificuldades de contratação. Atrair talento para esta indústria — e são precisos cerca de 15 mil profissionais, diz Paulo Vaz, diretor-geral da Associação Têxtil de Portugal —, terá de passar pela valorização destas profissões."Sobre os carpinteiros pode ler-se:
"grande parte dos profissionais que dominam este ofício trabalha por conta própria, mostrando pouca disponibilidade para aceitar desafios por conta de outrem que embora estejam hoje mais valorizados monetariamente, continuam a não ser suficientemente aliciantes."Sobre os soldadores e serralheiros pode ler-se:
"E apesar dos aumentos dos últimos anos, os salários actuais - em média €1200 para candidatos com um patamar médio de experiência laboral - e a dureza do quotidiano profissional continuam a não ser atractivos para os mais jovens."Sobre os montadores e modeladores de calçado:
"Os salários têm aumentado mas esta continua a ser uma questão crítica no sector ... o calçado continuará com falta de mão de obra porque os salários são baixos"Sobre os pintores de automóveis e bate-chapas, sobre os técnicos de manutenção industrial, sobre os padeiros e pasteleiros, sobre os chefes de cozinha, sobre os electricistas e electromecânicos e sobre os alfaiates.
Lembram-se de "Espero que não vos tremam as pernas quando as empresas começarem a cair como tordos"?
Perante a falta de pessoas as empresas vão ter de aumentar os salários, ponto. O @nticomuna chamou-lhe populismo, eu chamo-lhe desespero.
O que acontece a uma empresa que aumenta os salários acima do aumento da produtividade? Ou a empresa fica menos competitiva, e/ou os sócios terão de ter menores rentabilidades. Empresas menos competitivas fecham, capitalistas com menos retorno dão outra aplicação ao seu dinheiro... a menos que seja emprestado e, nesse caso, ficam tramados.
Em "Gachiche (parte III)" escrevi:
"ou a demografia obriga a subir salários, e os salários mais elevados matam as que não se adaptarem, ou os engenheiros sociais obrigam os salários a subir e matam as que não se adaptarem"Portanto, a demografia vai obrigar-nos a fazer o mesmo que os europeus do centro da Europa fizeram na década de 60 do século passado:
Ou as empresas dos sectores ditos tradicionais se adaptam e dão um salto na produtividade, ou terão de se deslocalizar, ou terão de fechar para que o dinheiro seja melhor aplicado noutro sítio com mais rentabilidade. Acredito que esta adaptação vai ser difícil e muito dolorosa. Explico.
Ontem de manhã, enquanto fazia uma caminhada matinal de 6 km e lia uns trechos de "Key Research Priorities for Factories of the Future—Part I: Missions" de Tullio Tolio, Giacomo Copani e Walter Terkaj, publicado em "Factories of the Future The Italian Flagship Initiative", só me vinha à mente a frase:
- Não tentem marcar o 2º golo antes de marcarem o 1º!
Vais ser uma adaptação difícil e dolorosa porque os empresários são gente pragmática que estão preocupados em marcar primeiro o 1º golo, em vez de pensarem na nota artística na marcação do 2º golo. Por isso, vão, como qualquer incumbente vítima da disrupção, serem os últimos a descobrir que têm de mudar, que terão quase de certeza de encolher as suas empresas e subir na escala de valor. Só uma forte subida na escala de valor permitirá pagar aos artistas de Mongo.
BTW, naquela lista acima de profissões tradicionais é relevante a quantidade de vezes que se refere:
BTW, naquela lista acima de profissões tradicionais é relevante a quantidade de vezes que se refere:
"Por outro lado, grande parte dos profissionais que dominam este ofício trabalha por conta própria, mostrando pouca disponibilidade para aceitar desafios por conta de outrem que embora estejam hoje mais valorizados monetariamente, continuam a não ser suficientemente aliciantes."
Isto vai-me servir de base para a parte V desta série.
segunda-feira, março 04, 2019
Uma realidade transitória
Da próxima vez que ouvir alguém dizer que o paradigma do Normalistão, o século XX, é o normal de que não nos devemos afastar, pense neste gráfico:
Recordar "Mais outro exemplo: Provinciano, mas muito à frente":
Imagem retirada de "This is what 150 years of US employment looks like"
Recordar "Mais outro exemplo: Provinciano, mas muito à frente":
"Há anos que escrevo sobre o futuro do trabalho, sobretudo acerca do fim do emprego estabelecido como paradigma pelo século XX, e que a maioria acredita ser algo milenar, algo eterno."
Imagem retirada de "This is what 150 years of US employment looks like"
"The traditional playbook for strategy is no longer sufficient"
"Many of today's business leaders came of age studying and experiencing a classical model of competition. [Moi ici: Como não recordar as palavras de Napoleão] Most large companies participated in well-defined industries selling similar sets of products; they gained advantage by pursuing economies of scale and static capabilities such as efficiency and quality; [Moi ici: Como não recordar o Normalistão e o plancton] and they achieved those advantages through deliberate analysis, planning, and focused execution.Trecho retirado de "Today's CEO playbook is outdated. Here are 5 things rising stars should focus on to win in the next decade"
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The traditional playbook for strategy is no longer sufficient, however. Across all businesses, competition is becoming more complex and dynamic. [Moi ici: Como não recordar a explosão de picos na paisagem enrugada] Industry boundaries are blurring. Product and company lifespans are shrinking. Technological progress and disruption are rapidly transforming business. High economic, political, and competitive uncertainty is conspicuous and likely to persist for the foreseeable future.
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Accordingly, in addition to the classical advantages of scale, companies are now contending with new dimensions of competition — shaping malleable situations, adapting to uncertain ones, and surviving harsh ones — which in turn require new approaches. And the stakes are higher than ever: the gap between the performance of top- and bottom-quartile companies has increased in each of the last six decades.[Moi ici: Como não recordar o bispo Berkeley]
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Today's business leaders are having to deal with multiple and complex short-term concerns, like declining growth, political uncertainty, resistance to globalization, social division, and so on. But as the 2020s approach, leaders must also look beyond today's situation and understand at a more fundamental level what will separate the winners from the losers in the next decade."
Como aumentar a facturação quando não se pode aumentar a produção por falta de pessoas? (parte III)
Parte I e parte II.
"The growth and sustainability of European economy requires a change from competition based on cost reduction towards high value added activities by adopting a competitive sustainable manufacturing (CSM) paradigm. Indeed, European countries need continuous innovation to keep their position in a global market place while creating value in a sustainable society. The development of the sustain- ability paradigm has translated over the years into a series of global initiatives with broad objectives but without precise quantitative targets."Trecho retirado de "Key Research Priorities for Factories of the Future—Part I: Missions" de Tullio Tolio, Giacomo Copani e Walter Terkaj, publicado em "Factories of the Future The Italian Flagship Initiative"
domingo, março 03, 2019
""Axiom 1: Service Is the Fundamental Basis of Exchange"
"Axiom 1: Service Is the Fundamental Basis of Exchange - To understand the meaning of Axiom 1, “Service is the fundamental basis of exchange”, it is important to recognize that S-D logic represents a shift in the underlying logic of understanding exchange, rather than a shift in the emphasis of type of output that is under investigation. This shift of logic is achieved by introducing a processual conceptualization of service (singular)—the application of resources for the benefit of another—as the basis of exchange. In other words, the concept of service focuses on the process of serving rather than on a type of output such as services (plural). Consequently, S-D logic is not about making services more important than goods, but about transcending both types of outputs with a common denominator—service.Trecho retirado de "Chapter 28 - Further Advancing Service Science with Service-Dominant Logic: Service Ecosystems, Institutions, and Their Implications for Innovation" do livro
With the help of this processual conceptualization of the basis of exchange, exchange can be understood as actors applying their competences to provide service for others and reciprocally receiving similar kind of service (others’ applied competences or money as ‘rights’ for future competences) in return."
Fricção positiva e negativa
"Negative Friction.Ainda na semana passada preparei esta imagem para documentar estes dois tipos de fricção:
Friction is the idea that you are difficult to business with, that you make it difficult to transact, that more is required than should be necessary, and that the experience isn’t good. The worse your experience, the less likely you are to continue to buy from companies that create enough friction to drive you to seek other options.
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Positive Friction.
In a super-relational, strategic relationship where human beings need to work closely to solve problems and generate results together, friction is positive. Meetings are friction, which is why much is written about the amount of time wasted in poor meetings. Perhaps it because of the Digital Age in which we find ourselves, little is written about how face-to-face meetings and a physical presence creates positive friction, the deepening of relationships and the engendering of trust.[Moi ici: Como não recordar "Every visit customers have to make is an opportunity for interaction and co-creation"]
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Conversations to understand what clients need, especially the conversations that include multiple stakeholders with different or competing perspectives, are another form of friction. The friction created by competing perspectives and working through to some reasonable consensus is the benefit of that friction.
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Would it be easier to send a survey to see how you are doing? Would an email accomplish the same goal without interrupting your busy client? While these choices might end a bit of friction, the positive friction that comes from a phone call is that it proves caring and high touch. The lower friction suggests transaction.
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It is a mistake to try to reduce friction when it is positive, just as it is a mistake not to remove it when it is negative."
Trechos retirados de "Negative Friction and Positive Friction"
sábado, março 02, 2019
Como aumentar a facturação quando não se pode aumentar a produção por falta de pessoas? (parte II)
Há pouco no Twitter fui citado a propósito de um tweet do @nticomuna:
O populismo a fazer das suas😈— anti-comuna (@nticomuna) March 2, 2019
Os aumentos salariais elevados a par com falta de pessoal...😱
E as empresas aguentam estes aumentos salariais sem os respectivos aumentos da produtividade?😂
Estão a formar uma bolha. De novo
"Entre mortos e feridos, alguém há-de escapar" pic.twitter.com/fITbqTwdds
E a minha resposta foi:
WOW!!!— Carlos P da Cruz (@ccz1) March 2, 2019
Em linha com a mensagem desta manhã https://t.co/qkjMankUBm Como aumentar a facturação quando não se pode aumentar a produção por falta de pessoas?
O que o @nticomuna escreve foi o tema de https://t.co/cN29fRepdU e de https://t.co/EApChluKVI https://t.co/lghLCXMvR0
Comparem o tema do tweet do @nticomuna com o título do último postal "Como aumentar a facturação quando não se pode aumentar a produção por falta de pessoas?"
Continua.
Como aumentar a facturação quando não se pode aumentar a produção por falta de pessoas?
Como relacionar "Falta de mão de obra desespera empresas" e esta série "O que aí vem! (parte II)" e parte I, com "O que são os custos de oportunidade" e estes canários na mina (""Warns of Margin Threat as Niche Brands Disrupt Industry""; ""profecia fácil do "hollowing", ou "radioclubização", de como uma marca forte e genuína se transforma numa carcaça, num aristocrata arruinado, fruto de deixarem os muggles à solta""; ""Giants invariably descend into suckiness" (parte XIII)" e "Será o efeito de Mongo?"
E ainda aquele sublinhado de "Acerca da Micam"?
Cada vez mais sinais de que a ascensão dos nichos, o avanço de Mongo, começa a fazer mossa no modelo paradigmático do século XX, o trabalhar para o interior da caixa da normalidade onde estava a maioria dos clientes: o Normalistão:
Em Mongo, também chamado de Estranhistão, a maioria das pessoas não quer ser tratada como plancton, e há que trabalhar para todo o espectro de clientes/nichos porque há cada vez mais gente fora da caixa da normalidade:
A demografia por um lado, e a fiscalidade e o assalto das gerações mais velhas ao bolso das mais novas por outro (ainda esta semana li "Cerca de 90 mil portugueses emigraram em 2017" - lembram-se disto ser motivo de rasgar de vestes no tempo da troika) vão criar um desafio para as empresas: como aumentar a facturação quando não se pode aumentar a produção por falta de pessoas?
Ou subir na escala de valor, ou mudar de ramo, ou deslocalizar para África.
Continua.
E ainda aquele sublinhado de "Acerca da Micam"?
Cada vez mais sinais de que a ascensão dos nichos, o avanço de Mongo, começa a fazer mossa no modelo paradigmático do século XX, o trabalhar para o interior da caixa da normalidade onde estava a maioria dos clientes: o Normalistão:
Em Mongo, também chamado de Estranhistão, a maioria das pessoas não quer ser tratada como plancton, e há que trabalhar para todo o espectro de clientes/nichos porque há cada vez mais gente fora da caixa da normalidade:
A demografia por um lado, e a fiscalidade e o assalto das gerações mais velhas ao bolso das mais novas por outro (ainda esta semana li "Cerca de 90 mil portugueses emigraram em 2017" - lembram-se disto ser motivo de rasgar de vestes no tempo da troika) vão criar um desafio para as empresas: como aumentar a facturação quando não se pode aumentar a produção por falta de pessoas?
Ou subir na escala de valor, ou mudar de ramo, ou deslocalizar para África.
Continua.
sexta-feira, março 01, 2019
Modelos de negócio
“Although choosing a business model is one of the most important decisions any businessperson makes, executives don’t always reflect much on what a business model actually is or does.
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A business model specifies how the firm creates value (and for whom), and how it captures value (and from whom).
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A business model, as defined above, describes how a business is supposed to function in theory. Although businesses will differ from one another in their particulars (name, location, number of employees, financials, and so on), a model allows us to look beyond the particulars to identify conceptual similarities and differences between businesses, whether or not they happen to operate in the same industry. Likewise, a model allows us to chart how business concepts evolve over time.
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As I’ve indicated, the creation of new business models tended to happen slowly prior to the internet. In the supermarket industry, it took half a century or longer for slotting fees and club membership fees to make their debut as a means of capturing value. Even after they appeared, it took decades for other companies within the industry to embrace them.
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This slow pace of change made life comparatively easy for executives. No matter what market or sector you were entering, the choice of a business model was pretty simple. By default, you were handed a standard model or method for creating value and making money. At best, a second option of business model was available to you as well. In media, for instance, a single model for making money dominated for much of the twentieth century. Companies created value for customers by offering free content such as broadcast television shows, news articles, or radio songs to consumer audiences. They captured value by selling viewers’ attention to advertisers, in what was termed an “ad-supported” model. Over time, premium cable television channels such as HBO and satellite radio SiriusXM embraced a different model for making money. They created value for customers in the same way—by providing content. But they captured value by charging for subscriptions, what was called a “paid media” model. For decades, these two models were basically it. If you wanted to compete, you chose one of the two and gave it your best shot. Switching was rare.
This situation changed dramatically with the advent of the commercial internet in the mid-1990s.
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The appearance of business model innovation in and across industries happens so suddenly that executives and entrepreneurs often struggle to understand it. Disruptors tend to use a surfing metaphor, perceiving promising business models as powerful ocean waves. Seeking to catch and ride these waves, they anticipate them by directing their gazes in a direction where waves will likely appear. When they sense that a wave is imminent, they position themselves by paddling directly in front of the wave. Of course, spotting the right wave to ride requires focus and some luck, and staying atop of the wave once it appears requires learning and patience. For incumbents, the spread of business model innovations feels far less fun, and far more threatening. Incumbents tend to think of them, consciously or not, as wildfires that pop up unpredictably, propagate quickly, and wreak devastation in their paths. Their instinctive response is to suppress the wildfire by attacking or buying the startup. If a business model innovation flares up in your industry, turn on the siren, quick!
Which of these metaphors is most accurate?"
Trechos retirados de “Unlocking the Customer Value Chain” de Thales S. Teixeira.
"Warns of Margin Threat as Niche Brands Disrupt Industry"
Isto é um bálsamo para o autor deste blogue porque vem suportar as suas ideias à revelia do mainstream e da tríade. Recordar "profecia fácil do "hollowing", ou "radioclubização", de como uma marca forte e genuína se transforma numa carcaça, num aristocrata arruinado, fruto de deixarem os muggles à solta"
Trechos retirados de "Nivea Maker Warns of Margin Threat as Niche Brands Disrupt Industry"
"Shares in Beiersdorf dropped more than 10 percent on Wednesday after the maker of Nivea skin cream warned that its operating margin would fall in 2019 as it invests to compete with niche brands that are disrupting the sector.Basta recordar os artigos relacionados com os marcadores até em baixo. Como não relacionar aquele "expect more personalised products and services" com a metáfora do plankton... a vida está difícil para a suckiness dos gigantes: "Mongo, micro-marcas, plancton, suckiness e emprego"
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Beiersdorf was the latest consumer goods company to reset profit expectations for 2019 after German rival Henkel and Colgate-Palmolive last month, and following Kraft Heinz's write-down last week.
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the future of mass-market labels was being challenged by the rise of small, disruptive brands as consumers increasingly expect more personalised products and services."
Trechos retirados de "Nivea Maker Warns of Margin Threat as Niche Brands Disrupt Industry"
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