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转型失败了，那么移动的看家根据地，移动通信业务是什么状况呢？我由衷的想到当年，有人表扬中国移动是大象快跑，作为一个普通员工，听着还挺顺耳的。后来发现，越跑越快！越跑越快！尼玛，停不下来了！超越音速了！飞起来了！提着自己头发飞起来了！
老移动人会清楚的记得，我们的指标是如何一步步从不良走向良好，从良好走向优秀，从优秀走向造假，从造假走向打假，进而走向更加精细化和体系化的造假。终于，在企业内部管理中，噪声淹没了信号，网络指标、市场指标、都是这样，所有指标都失真了，于是乎移动的内部管理，沦为了我们常说的，假数据，真分析。
很多人不理解，觉得你们垄断企业不就是你好我好大家好，闷声大发财吗？局外人看三家的基层竞争，市场领域是争相贴补，开卡送米送油送鸡蛋不亦乐乎；网络领域是玩命对砍，砍光缆砍天线砍员工鲜血淋淋，觉得你们真心奇葩；但对于三家垄断企业来说，相互之间的竞争不是被市场这个看不见的手引导，而是被看得见的手引导，这只手，就是中央企业绩效考核。
无论动因为何，能够观测得到的结果就是，在集团公司的指挥棒下，KPI不断加码，绩效指标按照貌似理性的方向外推，直到进入非理性领域。但是，不管KPI有多么不理性，横下一条心，一定要完成！一个省级公司，大老板二老板的前途，几万员工的薪水都系于此。于是中国移动走向了大象狂奔的不归路。
KPI的发展大致也可以分成三个阶段：
第一个阶段，指标数量不算太多，阈值在合理范围区间，通过员工的努力是可以完成的，大家辛勤工作，年底拿奖金，还挺Happy；
第二个阶段，大约也从2005年开始，指标数量增加了，尤其是新业务指标出现了，早在2G时代，中国移动就前瞻性的开始考核数据业务收入，那时候的数据业务，天可怜见，就是WAP上网，小屏、龟速、页面丑，真心不给力啊！完不成指标怎么办？在中国移动强大的现金流下，诞生了一个崭新的战略，叫做“拿成本换收入”。
拿成本换收入的始作俑者，就是数据业务。主要手段，就是养卡，谁来养？代理商。代理商凭什么给你养？给钱！返点！折扣！在这个体系下，完成指标需要的核心资源，就是营销资源。钱从现金牛业务进来(语音业务)，涌向被贴补业务。由此开始，营销资源变成了点读机，哪里不行点哪里，冲市场份额怎么办？摆摊，跑工地，搞校园迎新，送手机！送自行车！送大米！冲政企专线怎么办？送交换机！送路由器！冲宽带业务怎么办？砸钱找渠道，洗地！
第三个阶段，指标考核呈现出三个明显的特点，第一是极度非理性，脱离实际，每年大家一看指标任务，上来就开骂，变态！第二是造假泛滥，不管多么变态的指标，你一看兄弟部门，都能完成！操！我也能完成！第三是指标变得极度复杂。我真觉得，中国移动是一个有强大良知的企业，很多老板和员工管理水平很高，尽职尽责，为了遏制下级部门养卡、造假的行为，精心设计了很多复杂的指标。
中国有句俗话，叫胡同捉驴，两头堵。前边堵的是业绩，后边堵的是审计。基层部门被职能部和财务部两头堵住，走投无路，于是对上系统性造假，对下不惜一切代价压榨员工。这就是大象狂奔的结果，考核变成了猫鼠游戏。
其实，我个人并不排斥KPI导向，我甚至认为，电信运营商渗透到基层，武装到牙齿的KPI导向文化，是这个行业比石油、比电力、比其他垄断企业先进的核心因素之一。只有KPI导向的文化，才能在垄断企业给那些有能力，没背景的光屁股小伙伴留下一条发展空间。我以前的老板跟我说过，“你要记住，无论有多少不如人意的事情，公司里一定有一条路，留给那些能把事儿办成的人。”我在移动十四年，能够有小小的发展，真心感谢公司，真心感谢KPI文化。小伙伴们拍拍心窝子，如果没有绩效文化，绝大多数人如今在哪里？
但是，在移动工作的日夜里，我曾经不止一次的思考过这个问题，过犹不及，企业经营效率的极限是什么？如何判定？企业管理的极限在哪里？如何判定？在自由竞争的市场下，市场的出清价格应该是可以估算，或者观察的，看市场平均水平就行了；但在垄断竞争的市场下，市场信号已经被领导意志彻底扭曲了，何时狂奔至死，变成了击鼓传花，公司的未来很多人已经不去想，火烧眉毛，且顾眼下！且顾眼下！这就是从优秀到崩溃的第四个雪崩点！
7、大象失血
前面我们说过，国有企业的两个死穴，在管理层，是代理问题；在执行层，是薪酬问题。关乎人性，这不是人的问题，是机制的问题。
8、大象涅盘
2010年，我在郁闷中开始读郭士纳的《谁说大象不能跳舞》，并延伸阅读了许正先生的《与大象共舞》，许正将IBM的转型过程归纳为“转型六要”：即商业模式、运营模式、战略、创新、领导力和企业文化。回顾我们讨论中国移动的几个方面，顺序涵盖了领导力(跛足)，企业文化(互搏)，商业模式和战略(盲目)，运营(狂奔)，以及中国特色的失血。
展望行业态势，运营商的管道化态势，已经形成趋势，如无重大变革，不可逆转。随着国家铁塔公司、国家网络公司的成立，运营商的“管道”将进一步被拆破为信息通道，和营销渠道，我个人谨慎的认为，移动的营销渠道很大，但不一定强。而信息通道的国有化将产生什么结果，我个人谨慎的认为，国家电网是前车之鉴。
预判企业态势，在很长的一段时间内，国有企业在经济中依然占主导地位，在整个产业链中牛逼哄哄的做着甲方，财富的分配路径，在很大程度上依然是国家——国有企业——中小企业，大量中小企业都围绕在国有企业的上下游，分一杯羹，仰人鼻息。我个人的统计结果，2005-2012年离开移动的小伙伴们，大概只有30%混得更好。毕竟瘦死的骆驼比马大，在中国移动有前途的小伙伴们，依然要坚持，分钱的机会还有很多。
但那不是我想要的，That'snottheshape of My Heart. 这是我离职的唯一原因。
于是，我在三十五岁这年，抛弃了自己以往全部的积累，离开移动，另选新的行业，新的企业，老板不解，家人反对，种种损失，犹如剔骨还父，割肉还母。中国社会的核心结构是庇护人和被庇护人，直白的说，就是大佬和马仔，干爹和干女儿；或者说，就是日本平安时代的大名和家臣，国有企业的员工，就像武士一样，寄身，站队，效忠主家。武士离开了主家，就会变成浪人，浪人的出路不是落草为寇(又名创业)，就是另投门户，从足轻做起。
就是这样，断臂出城，打回原形，一苇渡江，落子无悔。
因题诗曰：水澈关河锁，风劲乱尘开。白狼音书远，泥马北渡来。
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About the game:
USA as a world power? In E-Sim it is possible!
In E-Sim we have a huge, living world, which is a mirror copy of the Earth. Well, maybe not completely mirrored, because the balance of power in this virtual world looks a bit different than in real life. In E-Sim, USA does not have to be a world superpower, It can be efficiently managed as a much smaller country that has entrepreneurial citizens that support it's foundation. Everything depends on the players themselves and how they decide to shape the political map of the game.
Work for the good of your country and see it rise to an empire.
Activities in this game are divided into several modules. First is the economy as a citizen in a country of your choice you must work to earn money, which you will get to spend for example, on food or purchase of weapons which are critical for your progress as a fighter. You will work in either private companies which are owned by players or government companies which are owned by the state. After progressing in the game you will finally get the opportunity to set up your own business and hire other players. If it prospers, we can even change it into a joint-stock company and enter the stock market and get even more money in this way.
In E-Sim, international wars are nothing out of the ordinary.
Become an influential politician.
The second module is a politics. Just like in real life politics in E-Sim are an extremely powerful tool that can be used for your own purposes. From time to time there are elections in the game in which you will not only vote, but also have the ability to run for the head of the party you're in. You can also apply for congress, where once elected you will be given the right to vote on laws proposed by your fellow congress members or your president and propose laws yourself. Voting on laws is important for your country as it can shape the lives of those around you. You can also try to become the head of a given party, and even take part in presidential elections and decide on the shape of the foreign policy of a given state (for example, who to declare war on). Career in politics is obviously not easy and in order to succeed in it, you have to have a good plan and compete for the votes of voters.
You can go bankrupt or become a rich man while playing the stock market.
The international war.
The last and probably the most important module is military. In E-Sim, countries are constantly fighting each other for control over territories which in return grant them access to more valuable raw materials. For this purpose, they form alliances, they fight international wars, but they also have to deal with, for example, uprisings in conquered countries or civil wars, which may explode on their territory. You can also take part in these clashes, although you are also given the opportunity to lead a life as a pacifist who focuses on other activities in the game (for example, running a successful newspaper or selling products).
At the auction you can sell or buy your dream inventory.
E-Sim is a unique browser game. It's creators ensured realistic representation of the mechanisms present in the real world and gave all power to the players who shape the image of the virtual Earth according to their own. So come and join them and help your country achieve its full potential.
Invest, produce and sell - be an entrepreneur in E-Sim.
Take part in numerous events for the E-Sim community.
