[Reserved] Be wary of IBM excavation bury (continued)

xiaoxiao2021-03-06  41

Lenovo's "glorious" and dreams

Text / This issue is stationed in Beijing

In 2001, Yang Yuanqing woven an IT service for "Dream" for himself and Lenovo, and used three years to work hard and chased the "boss" in the IT service field, all of the most powerful competition engaged in IT services. opponent. However, after 3 years, Lenovo and Yang Yuanqing have to admit that they always have a "feet" outside the gate of IT services, although they have done all kinds of hard work and struggle, but they will end.

Finally, the dream of Lenovo's IT service has to be finalized.

Draw a service Lenovo "Big Pie"

In 2001, Yang Yuanqing, president of Lenovo Group, believes that: "China's IT service market has huge potential, the market is expected to increase from $ 840 million in 2000 to $ 6.48 billion, an annual increase of 50%. With China Join WTO, domestic enterprises urgently need to increase management efficiency and competitiveness with informationization, and the demand for IT services will grow geometric grade. "

In fact, attracting Yang Yuanqing's earnings architecture with IBM IT service business: Taking the first quarter of 2001 as an example, the cost of IBM service consultation is added to the matching hardware server, almost approaching the total IBM total income 80 %.

So, in the inspiring of IBM "role model", Yang Yuanqing woven a "beautiful dream" for Lenovo - turning to IT services, let Lenovo have transformed into a company that sells products from a product.

In April 2001, Lenovo proposed to the service transformation. After a period of time, IT services are described as "to send the future" business. At that time, Lenovo set the goal of its own, it would account for about 10% of the total turnover three years later. "Lenovo should use three years, with IBM as an example, become a heavyweight enterprise in the domestic IT service industry, business revenue reaches today's IBM level (IBM's IT service revenue in China accounts for more than 20% of total revenue). "

As a company that lacks management experience in the consultation industry, Lenovo chooses to form a new IT service business group by acquiring, joint venture.

In March 2002, Lenovo announced that the Hong Kong dollar 55 million yuan in cash plus Lenovo Enterprise IT Consulting Business M & A Hamp Advisory Management Co., Ltd .; in April, Lenovo announced that it put into cash RMB 23.33 million and Zhiqi Computer System Development Co., Ltd. The company, joint development of insurance sector IT services; in October, Lenovo announced an important business and asset of Zhongwang Commercial Machinery Co., Ltd. .

After 2002, a series of business operations, Lenovo integrates a financial service team, coupled with the Government and Public Service Division, Information Security Service Department, Information System Integration, and Operation Services Department, etc. Lenovo set up the layout of IT service business "three vertical and four horizontal".

Although the layout of so quickly expanded "Success", the fact is that the performance of the Lenovo IT service department is far lower than the Group's expectation value: 2002 FYR, IT service revenue only accounts for 1% of Lenovo Group.

It must be noted that Lenovo does not have the power of it. When this program was put forward in 2000, it is just a "small company" of more than $ 2 billion, and IBM is a hundred billion "giant".

And Lenovo also didn't realize that this transformation is a long-term process, it is impossible to be a chance. In the IT service industry field, Lenovo not only achieves the ideal of the IT service, not only the loss of tens of millions of dollars per year.

I overestimate them in advance, and it is also too small, and it seems that the failure of Lenovo transformation is inevitable.

Hamp's pain

As a hardware company, Lenovo to the service, must cross the three "threshold": technology, consultation and software. In these three aspects, especially the "threshold" "threshold" is the highest. The core of consulting is experience, and experience is still a long time to accumulate, facing a slightly longitude market opportunity, Lenovo only exchanges time through the acquisition. Lenovo acquisition foreign IT consulting enterprises is relatively high, and localization capacity is worth worrying. After the increase in Hubap after 1997 and 2001, Hapu has become a largest local management consultation and IT service enterprise in China, has successfully carried out more than 100 companies in China. Consultation, information training for approximately 400 companies. After comparison, there is already a professional understanding of Chinese culture and master international advanced experience, Hualug, who has entered the Lenovo's line of sight.

In March 2002, Lenovo included Hampp.

After holding Hamp, Lenovo conducted a series of adjustments to Hamp's personnel: Delegate six representatives entered the Hampgo Board, responsible for participating in the company's major decision, Yang Yuanqing's chairman, Lenovo, responsible for IT service business Yu Bing, senior vice president, is committed to executive vice chairman, and everyday business management is carried out independently of Hamp Management.

At the same time, Lenovo president Yang Yuanqing gave the senior vice president of IT service, was a military order: "The income of IT services reached 150 million yuan in 2002, to 15% of the entire turnover in 2002, which is 9 billion yuan. "That is to say, Lenovo Group plans to increase its sales to 60 billion in 3-5 years, service to become a business pillar of Lenovo, profit pillars. The facts are far from Lenovo's expectations. From April 2002 to March 2003, Lenovo's IT service lost 61.4 million Hong Kong dollars, and Hapu was only half the year's goal, nearly 40 million. At that time, there were industry insiders to estimate that "it may continue to lose in the future."

More skilled is that there are worry that Hamp's inside, with the decline in performance, Happ will gradually lose the Zhang Yang and passion of Zhang Hui, and the influence is getting better. Today, it has proved that this fear is not reasonable.

In December 2002, Zhang Qiqi is open to the outside world, "" Because of the physical reasons, the president is resigned from the board of directors ". According to informed people, the initiative to leave at the time of Zhang Hua was very might because his situation was very embarrassed. After the capital operation was carried out, he began to adjust the high-level personnel of Humphum, and involved Hunap's operations and management. .

After Zhang, after "retired", many Hamp's old employees began to leave. According to a Hubprum employee left at the time, after Zhang, after Zhang, Humpa had almost no move in theoretical innovation. Before the holding Hamp, Lenovo had many problems in IT services, and for Hamp, they did not implement a strategy for development. Many old people behind Zhang have begun to confuse the Lenovo "New Government", can't find the direction, causing a large number of business backbone to leave.

Today, the domestic IT service industry is very close to Hamp. Some insiders pointed out: "Hamp has almost no list in two years, and several customers are still quite unsatisfactory for their services. Although the company's flow water has rising trends, the profits have not arrived." An analyst with a famous company said: "Humprum has smashed several big projects in China. The reputation has been great as before." Brand can be said to be a large "life wear" of enterprises engaged in IT services, the brand is smashed, The order is of course more difficult. There is a primary Hamp high-level to the media: "Hunap after 3 years is the same. Old will go through the lottery, from countless projects, the experience is also lost, and now Hump has become university. After the graduates practiced. After the original Hamp president, the company has been falling into chaos. As the core competitiveness of the consulting company, it has never been built. "In the advantage of the IBM is the outsourcing business, it is to prove Han It is best to pinpin. Huawei's evaluation made by Huapu's ultra-low quotation is: Lenovo is a line, this price does not do. This competition finally ended with the IBM. Lenovo, Hapu became "outer line" in the IT service area, and the important components of the IT service industry is full of fantasy and Lenovo IT service layouts, but it is in the end.

At this time, Yang Yuanqing had to recognize that "the culture of IT services should be different." The culture of IT services should be like the organization, what should I do? "

IT service fugitive home

In the past three years, Yang Yuanqing and Lenovo have been trying to change the role of Lenovo's "PC manufacturers" in the public, I hope to appear in front of everyone with a new "all-round IT service provider". In this 3 years, we have clearly seen that IT services have large differences in development rules, business model, management system and development stage, which has never been taken rid of losses.

In February 2004, Lenovo's new strategy announcement: Lenovo only retains PC and mobile phones as key input business, IT services are classified as a third type of business - IT service is destined to pee out from Lenovo in some way.

On July 28, 2004, Lenovo had a price of 300 million yuan in the way of equity replacement to completely sell IT service business to Yaxin Technology. Lenovo-like imitation IBM's "IT Service Dream" finally broke.

Liu Chuanzhi has acknowledged that Lenovo's diversified strategy in investing in Internet and IT services.

What is the "boss" of this China IT industry "eat" in the IT service market?

In fact, the Digital Digital of Almost and Lenovo will also work in this market in the market, and the transformation of nearly 3 years, while the proportion of service business in its full business is only 10%; Northern University is announced in October 2003 There has not been seen below since IT consulting; the wave has recently been collected as a wave of transition in 2003, and there is no longer mentioning services. Other small businesses have disappeared, and some will return to the old roads integrated by the distribution and system.

Why is the "IT Service" be just a slogan to stay in the domestic IT business mouth? Is it difficult to enter the IT service field?

Compared with "Blue Giant" IBM, the domestic business that struggles or struggled in the IT service field looks weak, helpless, is like a "child" ...

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