quarta-feira, junho 01, 2016

Mudem de modelo de negócio

Um sector, o da pesca da sardinha, a precisar seriamente de mudar de modelo de negócio, a ser verdade isto:
"Para os consumidores o preços devem continuar elevados este ano. A estimativa é da Federação dos Sindicatos do Sector da Pesca que sublinha, no entanto, que os pescadores continuam a lucrar pouco.
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O coordenador da Federação garante ainda que "a sardinha cara pode ser uma ideia que se coloca no consumo e que é artificial em relação aquilo que está a ser pago à produção"."
Claro que quando um agente no ecossistema da procura não percebe o quanto o mundo mudou, e não tem a auto-confiança suficiente, logo apela à intervenção do pedo-mafioso mor, o Estado:
""Devia ser instituído um preço máximo de lucro entre a produção e o consumo. Ganhavam todos: os consumidores que compravam mais barato e os produtores que vendiam mais caro", afirma Frederico Pereira."
Se calhar existem dezenas de leis e regulamentos que dificultam a relação directa pescador-consumidor. No entanto, ouso sugerir: MUDEM DE MODELO DE NEGÓCIO!!! A lei não permite? A lei também não permite a Uber e, no entanto, ela existe.
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Ainda ontem à noite o @veryhighalpha chamou-me a atenção para "From Dock To Dish: A New Model Connects Chefs To Local Fishermen":
"The pile of fish marks an important step toward a fundamentally different way that prominent chefs are beginning to source American seafood: the restaurant-supported fishery.
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Call it an evolutionary leap from community-supported-agriculture programs, which support local farmers, and community-supported fisheries, which support small-scale fishermen. Both models rely on members who share the risks of food production by pre-buying weekly subscriptions.
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But chefs buy seafood in quantities that dwarf what individuals or families can purchase, so restaurant-supported fisheries could take the concept to a whole new level.
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The idea behind the restaurant-supported fishery isn't only about moving chefs away from the mostly imported seafood we typically eat: shrimp, tuna, tilapia and farmed salmon. For fishermen like Hodge, it means he will be able to consistently sell his catch at a higher price than he can get from a wholesaler, enabling him to keep the Myrna Louise, his 17-foot, biodiesel-powered skiff named for his mother, afloat."
Não há startups que criem plataformas para fazer a ligação entre pescadores e consumidores? Ou entre pescadores e restaurantes?
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Reparar que no modelo de negócio deste exemplo mudam:

  • as prateleiras (canais);
  • as fontes de receita (subscrição e preço unitário);
  • produto (espécies pescadas localmente e menos conhecidas);
Voltando ao texto, uma associação de pescadores a desenvolver um modelo de negócio deste tipo ou outro, deveria considerar a aposta em influenciadores e prescritores para fazer subir o valor percepcionado do mercado de um peixe como a cavala.

terça-feira, maio 31, 2016

Curiosidade do dia

Interessante que o JdN aparecesse hoje com este tema da sorte:
"É possível fugir a esta sina? É. Mas precisamos de perceber três coisas: a única determinante da riqueza de um país é a produtividade. Ora isso não depende dos outros, depende das reformas (dolorosas) que queiramos fazer. A segunda é que a ideia de que se pode crescer à custa de estímulos financeiros (défice e dívida) é uma estupidez. A terceira é que para fugir a este ciclo vicioso só há uma solução: pormo-nos de acordo em relação a questões fundamentais de regime. O mesmo é dizer que Portugal nunca sairá deste ciclo de euforia-depressão (boom and bust em jargão económico) sem que PS, PSD e CDS votem conjuntamente um programa de reformas. Exatamente o contrário do que se passa neste momento…
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Há outra solução? Há. Ficarmos amarrados a uma solução federalista, na Europa, que nos retire o poder de decisão. Como a função de emitir moeda já desapareceu, sobra a função orçamental. Quanto mais cedo no-la retirarem, melhor. Deixaremos de depender da sorte…"
Trecho retirado de "Camilo Lourenço: Nós é que temos de mudar; não os outros!!!"

Valor potencial

Ontem escrevia aqui sobre o valor potencial:
"Value is potential - intangible assets, like employees trained in statistical quality control and root cause analysis, have potential value but not market value. Internal processes such as design, production, delivery, and customer service are required to transform the potential value of intangible assets into tangible value."
A propósito deste artigo "Oito finalistas recebem 200 ofertas de emprego" lembrei-me logo do último relatório do IEFP sobre o desemprego:
"Nos níveis de escolaridade, na comparação homóloga verifica-se que o decréscimo percentual mais acentuado foi assinalado no 1º ciclo do ensino básico (-8,8%). Os detentores do ensino secundário e do ensino superior registaram subidas no desemprego, +2,6% e +0,4% respetivamente."
Depois, lembrei-me de quantos detentores do ensino superior tiram cursos que podem ir ao encontro directo da procura industrial que continua a crescer?
"Apesar de tudo parece que continua o regresso à indústria, o que explicará os números dos homens, dos jovens  e do sector secundário."
Depois, lembrei-me de Neil Rackham ... salvo erro licenciado em Sociologia mas não achou que trabalhar para a indústria fosse um "negócio" na pior accepção da palavra. E, em vez de estar à espera que lhe chegasse o emprego a que "tinha direito" criou uma oferta que seduziu os clientes, as empresas.
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BTW, como não recordar os designers velhos acabados de sair da escola.

Pricing power (parte III)

Parte I e parte II.
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A parte II termina com esta afirmação:
"companies have recognized that launching new products is by far their best option to escape these pressures and re-establish their pricing power."
Só que há um problema:
 "Companies know that innovation is the one true solution to escaping oppressive market conditions. Many companies back this up with real commitments to R&D in order to generate ideas which will change the basis of competition.
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Yes, companies had the right idea when they decided to invest in innovation and try to change the basis of competition in their markets. They could hardly pick a better means to escape market conditions and re-establish their pricing power than innovation.
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Innovation begets innovation. But it is a cycle fueled by profits, not just by great ideas. If enough products at a company fail to meet their profit targets, the positive cycle — innovation begets innovation — gets disrupted or stops entirely. The company lacks the resources to develop its freshest big ideas and bring them to market. These failures can have crippling consequences for corporate profits. Short-term financial performance suffers, and more importantly, a company can lose its long-term ability to fund more innovation to remain competitive." 
E atenção:
"The irony: Flops make oppressive market conditions even worse In the same way that having a successful new product triggers a positive spiral, having a flop can trigger a negative one, depending on how a company responds. When a new product starts to fall short of expectations, a natural reaction is to cut prices to stimulate demand, move existing units, and salvage whatever one can. The problem is that these tactics can intensify the very same price pressures that the new product was supposed to free the company from."
Portanto, uma empresa tem de ter sucesso nas suas apostas e, tem de ter possibilidade de não ver esse dinheiro impostado pelo monstro normando.
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Os autores propõem que a inovação e o marketing trabalhem em paralelo e não como actividades em série.

Quando o futuro parece inevitável e fora de controlo ...

Há dias o @pauloperes chamou-me a atenção para "Douglas Rushkoff joins IFTF as Research Fellow" e para esta citação:
"The future is not a scenario we should prepare for, but a process we enact in the present. It’s not a fate we discern, but an extension of our actions in the moment - be they personal, cultural, or institutional. [Moi ici: Gosto particularmente do trecho que se segue] If anything, when the future seems inevitable or out of control, it’s simply because we have not yet unearthed the embedded assumptions informing our highly determinative actions."
Como não pensar no futuro inevitável do calçado previsto por Daniel Bessa em Março de 2005

Caem na esparrela e não percebem

Se aparecesse uma afirmação de Belmiro de Azevedo ou de Américo Amorim a defender que a produtividade podia aumentar 300 milhões se os trabalhadores se empenhassem mais o que escreveriam os comentadores do DN?
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Até "espumavam"!
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No entanto, a coisa é dita por um estudo (aura de ciência, logo recuamos a pré-Heisenberg e associamos ciência a Lei, a Certeza!
"se todos os profissionais portugueses fossem felizes a produtividade seria superior em 300 milhões de euros." 
Pois eu digo: TRETA!
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Volto ao Evangelho do Valor e à equação:

O artigo "Produtividade sobe 300 milhões com mais felicidade" está ao nível do modelo mental da Sonae, o modelo mental do século XX. Como se aumenta a produtividade? Reduzindo o denominador! Ou com trabalhadores mais felizes ou mais controlados, ou mais rápidos, ou menos malandros!
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Eu digo: TRETA!
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O aumento da produtividade que este país precisa não é conseguido olhando para o denominador, (isso é "peaners")é conseguido abraçando o desafio de aumentar o valor, concentrando a atenção no numerador.

segunda-feira, maio 30, 2016

Curiosidade do dia

O mundo muda os fragilistas têm horror à mudança, à adaptação. Em vez de abraçar a mudança e aproveitá-la como uma oportunidade, resistem-lhe e tratam-na vomo uma ameaça.


Pricing power (parte II)

Parte I.
"The respondents in the Global Pricing Study 2014 made it acutely obvious that selling conditions for just about any product have gotten worse over the last two years. Downward pressure on prices is at very high levels. When asked whether they have experienced increasing price pressures in the last two years, 83% of the respondents said “yes”.
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Where do these pressures come from? Based on our study and our own day-to-day work with clients, we would say the source is aboute venly split between the customers and the competitors. In the B2B world, procurement continues to become more professionalized, meaning more and more companies bring to bear skill and expertise in an effort to drive down prices or achieve the most favorable price-value relationship. In both the B2B and B2C worlds, the enormous transparency created by the internet lets people compare prices almost instantly with ease."
Quando li estes trechos, baixei o tablet, continuei a caminhar e a pensar na reacção típica em Portugal perante este cenário: pedir ajuda ao papá-Estado; fazer manifestações, cortar estradas, provocar tumultos, apelar à compaixão pelos coitadinhos.

Qual a alternativa?
"This begs one urgent question: what is the way out? Prayer is definitely not the answer. Innovation is the right answer, and the respondents in our study know it."
A inovação é a alternativa!
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Fugir da commoditização, fugir do granel, arranjar uma identidade.
"companies have recognized that launching new products is by far their best option to escape these pressures and re-establish their pricing power.
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When asked how they planned to fight or survive amid those pressures, a large majority of respondents (77%) said they planned to introduce new, innovative, or differentiated products. These are their means to change the basis of competition."
Recordar o exemplo da empresa que não conseguia vender sapatos a 20€ mas que os vende agora a 230€.

Um conselho que ignoramos muitas vezes

Um conselho que ignoramos muitas vezes "A Self-Improvement Secret: Work on Strengths":
"But why give so much attention to improving our weaknesses? Why not build on our strengths?
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New research by psychologists Andreas Steimer and André Mata sheds light on these questions. The team found that people believe that they can change their weaknesses more than their strengths.
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Neglecting strengths might also have negative consequences. People may believe that their weaknesses will be lost over time, but that their strengths are there to stay. Because of this, we might not be very motivated to work on our strengths.
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If we choose to think about our ability to develop our strengths, we might seek out different opportunities for self-growth that capitalize on our strengths. One way to improve yourself is to sharpen a skill you already have."
Recordar:

Acerca do Valor

Ao ler "The strategy map: guide to aligning intangible assets" de Kaplan e Norton e publicado na Strategy & Leadership, 2004, Vol. 32 Iss: 5 pp. 10 - 17.
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Fiquei a matutar nestes trechos:
"Creating value from intangible assets follows four principles
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(1) Value creation is indirect - improvements in intangible assets affect financial outcomes through chains of cause-and-effect relationships.
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(2) Value is contextual - the value of an intangible asset depends on its alignment with the strategy. For example, training employees in TQM and six sigma techniques has greater value for organizations following a low total cost strategy than for one following a product leadership and innovation strategy.
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(3) Value is potential - intangible assets, like employees trained in statistical quality control and root cause analysis, have potential value but not market value. Internal processes such as design, production, delivery, and customer service are required to transform the potential value of intangible assets into tangible value. If the internal processes are not directed at the customer value proposition or financial improvements, then the potential value of employee capabilities, and intangible assets in general, will not be realized.
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(4) Assets are bundled - the value from intangible assets arises when they are combined effectively with other assets, both tangible and intangible. ... Maximum value is created when all the organization's intangible assets are aligned with each other, with the organization's tangible assets, and with the strategy." 
Há aqui material que a service dominant logic agarraria anos depois. Por exemplo, recordar daqui:
"to adopt the view of not what resources are, but rather what they become. [Moi ici: O mesmo que escrever "Value is potential"] This is the essential nature of resources, and so we define them as anything, tangible or intangible, internal or external, operand or operant, that the actor can draw on for increased viability."
Relacionar "Value is contextual" com:

  • "Transactions are replaced by interactions because contextual value creation cannot take place without interaction;" (aqui
  • "Value is highly contextual." (aqui)
Interessante como Kaplan e Norton andavam à frente de muita gente que já então escrevia sobre valor.

domingo, maio 29, 2016

Curiosidade do dia

Durante esta manhã fiz uma caminhada e deparei com este cenário:
Como passo por este sítio regularmente posso assegurar que a descarga ocorreu esta semana.
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Entretanto, outras coisas de que culparemos facilmente Passos como uma espécie de bode expiatório do regime e da sua incapacidade para se adaptar à nova realidade demográfica:
(Recomendo a leitura do artigo embora estranhe a não referência à destruição dos rendimentos da poupança)
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Já agora "Age survey underlines pressures on Japan" e "Segurança Social está muito perto de pagar três milhões de pensões"




Mais um exemplo da economia das experiências

Mais um exemplo da economia das experiências:
"She was also an actor playing a part, one of several whose paths we’d cross over the course of a two-day immersive theater experience in the Bay Area called The Headlands Gamble. As “detectives” employed by an agency referred to only as The Firm, my boyfriend and I had signed on to help “investigate” a crime, but at the start of the weekend we really had no idea where we would be going or what we would be doing—only that it would involve a caper that would take us around Marin County, San Francisco’s quirky neighbor to the north.
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With a $2,450 price tag, this would not be an ordinary weekend away—an entire production, including actors and support staff, would create a fantasy world around us in the real world (think David Fincher’s The Game, with less danger and more wine). As the marquee debut from First Person Travel, a startup-style agency founded by creators Satya Bhabha and Gabe Smedresman, the experience blends game design with a longform interactive storyline.
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 "Our greatest resource is the environment we're in. We get incredibly high production values for free, just by virtue of being there."
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“Living a movie that heightens the world around you with the narrative, and where you have an impact on how things play out.”"
Não custa nada imaginar algo do mesmo género no vale do Douro, no montado alentejano, na baixa do Porto ou na Viarco em São João da Madeira.

Trechos retirados de "Become the Star of Your Own Live-Action Thriller for a Weekend"

Um ponto de vista interessante

Um ponto de vista interessante:
"Although M&As are a tempting strategy for fast growth—and psychologically gratifying for CEOs—most of them are extremely expensive mistakes.
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Companies tend to look at acquisitions as a way of obtaining value for themselves—access to a new market or capability, for example.
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Look for ways to give value to the acquired company rather than take it - by being a smarter provider of capital, offering better managerial oversight, transferring a skill, or sharing a resource. These approaches have been behind the handful of deals that have succeeded."
Trechos retirados de "M&A: The One Thing You Need to Get Right"

Isto é um bailado

Há dias em "Reflexões" a propósito das preocupações de Luís Onofre com o futuro do mercado do calçado de luxo, sugeri:
"Talvez seja de equacionar os ritmos de criação e de produção, talvez faça sentido acelerar a criação/produção e ter mais épocas."
Agora descubro "Satisfying the Fetish for Italian Shoes":
"But the major players operate the way they have for decades, ... “They haven’t leveraged technology or analytics, and they haven’t leveraged a modern supply chain.”
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spent a year developing relationships with small, family-run Italian cobblers—many of whom had been abandoned by long-established luxe brands in favor of cheaper, Asian manufacturers. Styles are introduced each week and retired after three months. In contrast, heritage brands such as Prada, Jimmy Choo, and Manolo Blahnik release four to five collections a year.
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the company’s staff can go from sketch to sale in 60 to 90 days. M.Gemi can quickly recalibrate production to match customer demand. Within three hours of going live with its line of summer espadrilles in April, it knew the slip-on style was a hit but the lace-up version was a dud. So it revved up production of one and dialed back the other."
A evolução é um bailado, é uma co-evolução, se o contexto muda, se o ecossistema muda, a empresa tem de mudar e criar as condições para a próxima mudança do contexto.

BTW,
"Younger consumers are increasingly turning to the web to discover brands that deliver high-end quality at more affordable prices. A 2015 report from McKinsey projects e-commerce will account for 18 percent to 25 percent of luxury sales by 2025, up from 6 percent now."

Pricing power (parte I)

Comecei a ler "Profitable Innovation" um e-book de Georg Tacke, David Vidal e Jan Haemer.
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Recordam as manifestações dos produtores de leite ou dos suinicultores?
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Recordam o que escrevemos aqui no blogue há muitos anos sobre subir preços, aplicar pensamento estratégico e diferenciação?
"Our Global Pricing Study, which included detailed responses from 1,600 respondents in 40 countries and across all major industries, revealed four key insights:
1. Market conditions are oppressive and are forcing companies to seek new profit opportunities [Moi ici: Quantos sectores por esse mundo fora esperam que o papá-Estado lhes resolva o problema de falta de competitividade?]
2. Innovation is the only way to escape these pressures [Moi ici: É a lição que podemos aprender com o sector das PME transaccionáveis]
3. Most new products fail to meet profit targets, putting companies’ profits and survival at risk
4. The “best” companies launch profitable innovations and thrive despite these oppressive market conditions, because they integrate marketing into the innovation process right from the beginning."
Se as empresas não inovam e não trabalham a sua relação com o ecossistema da procura como podem aspirar a ter "pricing power"?
"“If you’ve got the power to raise prices without losing business to a competitor, you’ve got a very good business. And if you have to have a prayer session before raising the price by 10 percent, then you’ve got a terrible business.”"
E voltando ao e-book:
"How are companies performing against Mr. Buffett’s criterion today? Apparently they are praying more than they would like to. The Global Pricing Study 2014 revealed that pricing power has plunged since 2012 to its lowest level in the last 5 years. This is not for a lack of desire. It turns out that companies want to raise prices, but the majority struggle. On average, companies in the study achieved just 37% of the price increase they aimed for, ... Put another way, for every 5% of price increase companies try to implement, they are netting only 1.9%. This is likewise the lowest level we have ever measured in our studies."
Recordando "Qual o cenário da sua empresa?" é interessante como os políticos da oposição e da situação, como o mainstream mediático, como os comentadores da tríade, a começar pelos académicos, todos se concentram no desafio do controlo dos custos... quantos alguma vez se pronunciaram sobre o aumento do pricing power?
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Pois, sou só um vulgar anónimo da província mas tenho as mãos na massa e conheço o Evangelho do Valor.

sábado, maio 28, 2016

Curiosidade do dia


"The Music Industry's Collapse Is A Beautiful Thing"

Recordam a Sociedade Portuguesa de Autores? Recordam os autores que pouco ou nada vendem e fazem de Antral da "cultura"? Recordam as taxas e taxinhas sobre as memórias? Recordar o que Tom Peters diz aqui e o que recomendo a Luís Onofre aqui. O que faz quem abraça a mudança?
"I don’t care about any of that, to be honest. What’s really cool is that I think the days of the record company are numbered. That’s not a bad thing. I think they’ve screwed artists really badly for decades. They still are. Now it’s all swinging toward label services, which is a much better thing for the artist. The thing is, as an artist, I would much rather have the fan standing right there. They give me their money. Here’s my album. We have a little chat. Fantastic. A nice, close interaction. We’re talking to each other and there’s nobody in between. I think the music industry has been plagued by people getting in between artists and fans.
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We’re getting into a situation now where this much closer connection between fan and artist is not only achievable but desirable. And everybody wins. Fans are getting what they want. They’re getting closer access to the bands they like. The Internet is enabling things like Pledge Music, where you can interact and you can actually see the album being made and be a part of the whole process. They’re seeing things that they never would have seen before. At the end of it, they’re getting an album and they have a much greater understanding of what it took to make it. Special versions, limited editions. Really beautiful quality packages, which nobody would have really bothered with as much before.
You look at a 12-pound album, and six pounds of that went to the shop. Of the six that went to the record company, the artist ended up getting about 40 pence. We’d get the least of it than anyone! Fans hate us because they think we’re all rich and overpaid with supermodels hanging off of us on every street corner and driving around in Ferraris. And fucking record stores are killing it, making an absolute fortune. So, it started with them. The big record chains began to struggle and disappear. Aw! [Laughs] … That was such a good moment. I didn’t feel guilty at all. They ruined so many great little labels that could have done some really great things. And probably took down half the artists that struggled with them.
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The business model of lots of different parts of the music business—management, agents, record companies, label services—they’re changing all the time. And they need to, because everything that was there before does not work anymore. In my opinion, any band that signs to a record label is making a mistake. I’ve been through some collaborations recently with some bands that signed to labels and they’re like "Fuck." You look at the deals they’re getting. You're never going to make anything. And because of that, you won’t be able to afford to make more music. It’s going to hit your music, your income. You won’t be able to sustain what you’re doing."
Recomendo vivamente a leitura de "Gary Numan Thinks The Music Industry's Collapse Is A Beautiful Thing".

Meter código nisso é bem mais difícil

"The Internet of Things Will Change Your Company, Not Just Your Products" um texto que me veio alertar para as muitas barreiras que existirão na transição para um Mongo carregado de código.
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Nunca pensei que fosse o mundo de facilidades prometido aqui "Armas para a revolução industrial chegam daqui a três meses" e resolúvel com grupos de trabalho comandados por multinacionais, quando Mongo é insurgente e avesso à velha ordem.

Voltando ao texto inicial:
"Successful IoT plays require more than simply adding connectivity to a product and charging for service — something many companies don’t immediately understand. Building an IoT offering requires design thinking from the get-go. Specifically, it requires reimagining the business you are in, empathizing with your target customers and their challenges, and creatively determining how to most effectively solve their problems.
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When product-based companies add services and connectivity, operational requirements increase. The resulting challenges may include new contract-manufacturing relationships, which can be a complicated and disorienting process for the uninitiated.
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The addition of third-party services and shared customer ownership can introduce tiers of customer-support challenges. Inventory requirements, warranties, and returns may change. In addition, companies may suddenly find themselves having to comply with unfamiliar laws and regulations, including those related to the U.S. Federal Communications Commission, the U.S. Health Insurance Portability and Accountability Act (HIPAA), and customer “Personally Identifiable Information” (confidential data such as names, addresses, contact information).
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[Moi ici: O meu lado cínico leva-me a pensar que as multinacionais vão sobretudo concentrar-se em proteger-se dos davids] Since new companies built from the ground up as IoT businesses lack the departmental baggage of older firms trying to make the transition into the IoT world, the former’s learning curve is often shorter. However, the immaturity of the IoT industry means that the practices and capabilities that suffice today will not tomorrow. An ability to evolve — and to do so quickly — is a prerequisite for success."
BTW, em "Tom Peters Wants You to Read" encontrei este trecho delicioso relevante, também, para esta conversa:
"Peters also recommends Marc Levinson’s The Box, about the invention of the shipping container. “The idea of containerizing freight was irrelevant until you completely redesigned ports, dealt with the longshoremen, etc.,” he said. “The reinvention of the context is what made all the difference.”

Algo me diz que o autor ...

A propósito de "How the story of the decline of shoe manufacturing jobs shows today’s trade warriors are stuck in the past".
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Algo me diz que o autor não percebe o que mudou no mundo do calçado.
Algo me diz que o autor não conhece as lições da renovação do calçado que ocorreu em Portugal.
Algo me diz que o autor continua prisioneiro do modelo mental do século XX que apenas conhece a produção em massa.
Algo me diz que o autor não percebe a diferença entre fabricar sapatilhas para todo o mundo, com materiais sintéticos e apostando na funcionalidade e fabricar calçado de pele ou não, apostando no design, na moda, na diferenciação.
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Como se conversava há dias no hangout NPE a aposta na automatização é uma moda claramente sobrevalorizada logo agora que o mundo caminha a passos largos para Mongo e para as suas tribos.

É tão bom!

Como dizia o Hannibal:

PME com sistema de gestão da qualidade a fazer a transição da versão de 2008 da ISO 9001 para a versão de 2015. A propósito da cláusula 4.1 Compreender a organização e o seu contexto foram identificadas 3 prioridades de actuação.
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Empresa tem resistido a formalizar as acções que resultaram da análise.
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No entanto, esta semana, ao visitar a empresa realizei que 2 dessas prioridades já estão a avançar na prática.
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É claro que eu, como consultor, queria mais evidências das actividades entretanto realizadas, mas ao mesmo tempo sei o quanto aquilo que já está a ser feito representa para o negócio, dadas as novidades introduzidas. Por exemplo, uma empresa que nunca realizou actividade comercial de forma proactiva começar a fazê-lo proactivamente a dois níveis de gestão ... é tão bom!