数字颠覆战略咨询

露丝-斯坦纳特

SIS 国际市场研究与战略

Digital technology is continuing to advance at a rapid pace, presenting opportunities and threat in equal measure to companies in almost every sector.

From advanced smartphones connecting everyone at every time, to Cloud Computing offering unprecedented processing power and data storage for low prices, there is no denying the power of digital technology. Still, many companies and many executives are in denial, thinking that somehow they are immune to these powerful disruptive forces. Make no mistake; no one is immune. All industries can fall prey to commoditization and obsolescence.  And no one is moving fast enough to outpace threats and take advantage of opportunities. 

颠覆通常被定义为“从一种商业模式到另一种商业模式的相对盈利能力的转变”。虽然最近这种转变通常是由技术和数字创新推动的,但情况并非总是如此。

移动和支付领域的数字化颠覆

以我们这个时代最大的颠覆性成功案例之一 Uber 为例。Uber 背后的技术本身并不具有颠覆性。支持其产品的每一项技术(移动支付、GPS 等)都已经存在。Uber 的颠覆性在于他们利用该技术开发出一种新的商业模式,充分利用了零工经济的崛起。

According to Bill Gates, we have a tendency to overestimate the amount of change that is possible on a 2 year time frame, and greatly underestimate the amount of change possible over a 10 year time frame. Successfully navigating disruption requires a balance. It requires a balance of short and long-term thinking, and a balance of reactive and proactive action.

当谈到数字颠覆时,成功会带来更多的成功。

This success is characterized by Positive Feedback Loops, Zero Marginal Cost or significant Economies of Scale.  Take social media as an example. The more users there are on a platform, the more revenue that platform can generate through advertising. Additionally, the more users there are on a platform, the more likely others are to join.

更多的用户会吸引更多的用户,从而带来更多的收入。

This positive feedback loop can be seen in several industries, whether its social media networks, PC operating systems, smartphones, ride-sharing applications, and others.  为了获得成功,你需要达到临界质量,即关键的数量水平。

有时,颠覆意味着去掉中间人,但并非总是如此。

In some cases, cutting out the middleman doesn’t work at all. For example, Massive Open Online Courses (MOOCs) weren’t successful when they tried to cut out the “middlemen” of universities. However, companies like Coursera successfully partnered with the universities to provide a disruptive service in education.

Examples of Digital Disruption are everywhere, in any industry you can think of, and everyone from New York City to Silicon Valley is talking about it. In a business context, the term has become so prolific since Clayton Christensen first introduced it in 1995 that many have complained that is has transformed from a revolutionary concept into an empty buzzword. While the word might have become a bit overused, the idea of disruption—as well as the dual threat and opportunity it provides, is bigger today than ever.

请继续关注我们下一篇关于颠覆的文章, “数字化颠覆中的战略与精益领导力。”

作者照片

露丝-斯坦纳特

SIS 国际研究与战略创始人兼首席执行官。她在战略规划和全球市场情报方面拥有 40 多年的专业知识,是帮助组织取得国际成功的值得信赖的全球领导者。

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