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派机器人去进行商业谈判,能帮助公司省多少钱?

派机器人去进行商业谈判,能帮助公司省多少钱?

Jeremy Khan 2021-05-03
Pactum公司利用人工智能,为一些大型跨国企业提供合同谈判自动化服务。

永不妥协。

这是美国联邦调查局(FBI)的前谈判专家克里斯·沃斯宣传的谈判格言之一。他是全世界知名度最高的谈判策略专家之一。(一方面,妥协会增加双方都不满意的风险。)

沃斯总是说他的谈判策略源自心理学,这意味着只要谈判对手也是人类,他的谈判策略就是有效的。

但孟山都(Monsanto)公司旗下的数字农业部门——气候公司(Climate Corporation)的商务总监马丁·兰德在学习沃斯等人在哈佛商学院(Harvard Business School)开设的著名谈判大师课时受到启发,产生了至少将谈判一方变成非人类的灵感。

于是,兰德参与创建了Pactum,这家公司利用人工智能和聊天机器人界面,为一些大型跨国企业提供合同谈判自动化服务,包括沃尔玛(Walmart)和电子设备分销商Wesco International等。货运巨头马士基集团(Maersk Group)也在试用这款软件。

这家位于加州山景城的公司在4月27日宣布再融资1,100万美元用于业务扩张。该公司成立两年,至今共获得了1,500万美元风险投资。新一轮融资由伦敦风险投资公司Atomico领投,其经营者是瑞典亿万富翁、Skype的联合创始人尼古拉斯·曾斯特罗姆。兰德此前曾经在Skype担任产品经理。Pactum表示,作为融资协议的一部分,Atomico的合伙人本·布卢姆将加入公司董事会。位于柏林的风险投资公司Project A也参与了次轮融资。该公司此前曾经投资Pactum。

除了曾斯特罗姆的Atomico以外,Pactum还吸引了“Skype黑手党”其他主要成员的投资,他们都是该网络通信软件先驱的元老,现在已经变成了杰出的科技投资者。来自欧洲的“Skype黑手党”与美国的“PayPal黑手党”有许多相似之处,后者的成员包括埃隆·马斯克、彼得·蒂尔和里德·霍夫曼等。

参与Pactum本轮融资的“Skype黑手党”成员包括前Skype工程师让·塔林,他已经成为许多人工智能和视频游戏公司的主要投资者;Checkout. Com的首席技术官奥特·考克;金融科技公司TransferWise的联合创始人及董事长塔夫特·辛里库斯;以及创业者兼投资人斯坦·塔姆基维。

Skype早期的工程团队位于爱沙尼亚,而那里也是兰德和Pactum的其他联合创始人卡斯帕尔·库斯与克里斯蒂安·库斯两兄弟的祖国。卡斯帕尔曾经为爱沙尼亚开发了电子公民计划。克里斯蒂安目前担任Pactum公司的首席技术官。Pactum的工程和研发团队位于爱沙尼亚。

Pactum的用途是与大部分大公司的“长尾”供应商进行合同谈判。这些合同的价值不足以使这些大公司的谈判团队耗费精力,但所有合同加起来的规模也不容小觑。兰德告诉《财富》杂志:“平均每家《财富》美国500强公司要为这种效率低下的长尾合同交易谈判花费2.4亿美元,而且人们无法重新谈判。”

他表示,沃尔玛等大客户通过使用公司的软件Pactum与每一位供应商进行谈判,可以提高利润2.8%至6.8%,有一家公司表示通过Pactum谈判达成的合同每月额外增加了150万美元收入。兰德称,Pactum只有28名员工,但其去年的收入却增长了超过10倍。他说公司计划未来六个月将团队规模扩大一倍。

Pactum向客户收取每次概念验证费用25,000美元。如果客户选择全面部署该软件,Pactum通过两种方式提供软件许可:签署三年合同每年收费12万美元,另加使用该系统第一年带来的收益的25%,年度许可费可以从收益中扣除,或者支付12万美元年度许可费,每次谈判成功收费600至6,500美元不等。

一家公司在使用Pactum的软件时,需要与Pactum的人类谈判专家合作回答一系列问题,这些问题将确定Pactum软件的谈判目标:公司对于价格、交货、支付日期和质量保证方面希望提出怎样的条件?公司在理想情况下希望达到其他哪些条款和条件?软件还需要知道公司愿意在哪些方面考虑折中方案,以及公司不会跨越的红线等。在确定了大公司重视的条件以及软件能够做出让步的范围之后,Pactum的软件会通过聊天机器人界面与供应商进行谈判。它会提出一系列问题,促使对方说出其首选的条件。然后,该软件会尝试找到一种可以将大公司的总体价值最大化的解决方案,同时尽量让供应商满意。

在谈判过程中,聊天机器人甚至会使用沃斯提出的一些基于心理学的谈判策略,例如重复对方说过的话,让对方感觉到有人在倾听等。兰德说:“系统会学习人类的谈判方式。它会尝试不同谈判策略和战术,每次谈判之后它都会变得越来越好。”

该系统唯一的缺点是它不是人类,所以有时候其自然语言处理系统无法理解一些细微差别。有些承包商对于大公司让他们与一个聊天机器人谈判的做法感到不满。一方面,这意味着供应商不能指望通过邀请采购经理美餐一顿或者打一场高尔夫,就能够达成更有益于自身的交易。

但兰德指出,由于许多供应商规模太小,在与人类高管谈判时,往往很难引起对方有意义的关注,因此到目前为止,许多供应商表示,与之前和大公司的谈判相比,现在与聊天机器人谈判更有意义,让他们感觉自己的话得到了更多的“倾听”。

马士基的数字采购总监、《采购电子拍卖实用指南》(A Practical Guide to E-Auctions for Procurement)一书的作者雅各布·戈姆·拉尔森称,马士基正在计划测试Pactum的软件能否与供应商同步谈判以增加拍卖,将其作为公路货运或小额项目的承包方式。他表示,他认为Pactum尤其在竞争性较低的领域大有用处,例如一次性合同的“现场”谈判,这些合同涉及的项目和服务不值得人类谈判团队付出时间和精力。

拉尔森称,Pactum的谈判方式主要优势之一是,通过聊天机器人提出问题,使客户只可以在给出的方案中作出选择,这个系统能够更好地描绘双方的“价值函数”,抓住双方关心的权衡点。通过配置拍卖也可以发现这些信息,而且马士基已经在使用先进的电子拍卖,进行合同招标。

但拉尔森表示,单纯参考“最佳价格”的拍卖可能无法发现其他优惠条件,比如交货时间和支付条款等。因此,他认为,你可能得到的是最低成本,但并非最高整体价值,而且有些公司可能会放弃单纯参考价格的拍卖,尽管按照其他合同条款他们实际上能够提供更好的服务。马士基试用Pactum的一个目标是确定使用谈判是否比拍卖更有效。(财富中文网)

翻译:刘进龙

审校:汪皓

永不妥协。

这是美国联邦调查局(FBI)的前谈判专家克里斯·沃斯宣传的谈判格言之一。他是全世界知名度最高的谈判策略专家之一。(一方面,妥协会增加双方都不满意的风险。)

沃斯总是说他的谈判策略源自心理学,这意味着只要谈判对手也是人类,他的谈判策略就是有效的。

但孟山都(Monsanto)公司旗下的数字农业部门——气候公司(Climate Corporation)的商务总监马丁·兰德在学习沃斯等人在哈佛商学院(Harvard Business School)开设的著名谈判大师课时受到启发,产生了至少将谈判一方变成非人类的灵感。

于是,兰德参与创建了Pactum,这家公司利用人工智能和聊天机器人界面,为一些大型跨国企业提供合同谈判自动化服务,包括沃尔玛(Walmart)和电子设备分销商Wesco International等。货运巨头马士基集团(Maersk Group)也在试用这款软件。

这家位于加州山景城的公司在4月27日宣布再融资1,100万美元用于业务扩张。该公司成立两年,至今共获得了1,500万美元风险投资。新一轮融资由伦敦风险投资公司Atomico领投,其经营者是瑞典亿万富翁、Skype的联合创始人尼古拉斯·曾斯特罗姆。兰德此前曾经在Skype担任产品经理。Pactum表示,作为融资协议的一部分,Atomico的合伙人本·布卢姆将加入公司董事会。位于柏林的风险投资公司Project A也参与了次轮融资。该公司此前曾经投资Pactum。

除了曾斯特罗姆的Atomico以外,Pactum还吸引了“Skype黑手党”其他主要成员的投资,他们都是该网络通信软件先驱的元老,现在已经变成了杰出的科技投资者。来自欧洲的“Skype黑手党”与美国的“PayPal黑手党”有许多相似之处,后者的成员包括埃隆·马斯克、彼得·蒂尔和里德·霍夫曼等。

参与Pactum本轮融资的“Skype黑手党”成员包括前Skype工程师让·塔林,他已经成为许多人工智能和视频游戏公司的主要投资者;Checkout. Com的首席技术官奥特·考克;金融科技公司TransferWise的联合创始人及董事长塔夫特·辛里库斯;以及创业者兼投资人斯坦·塔姆基维。

Skype早期的工程团队位于爱沙尼亚,而那里也是兰德和Pactum的其他联合创始人卡斯帕尔·库斯与克里斯蒂安·库斯两兄弟的祖国。卡斯帕尔曾经为爱沙尼亚开发了电子公民计划。克里斯蒂安目前担任Pactum公司的首席技术官。Pactum的工程和研发团队位于爱沙尼亚。

Pactum的用途是与大部分大公司的“长尾”供应商进行合同谈判。这些合同的价值不足以使这些大公司的谈判团队耗费精力,但所有合同加起来的规模也不容小觑。兰德告诉《财富》杂志:“平均每家《财富》美国500强公司要为这种效率低下的长尾合同交易谈判花费2.4亿美元,而且人们无法重新谈判。”

他表示,沃尔玛等大客户通过使用公司的软件Pactum与每一位供应商进行谈判,可以提高利润2.8%至6.8%,有一家公司表示通过Pactum谈判达成的合同每月额外增加了150万美元收入。兰德称,Pactum只有28名员工,但其去年的收入却增长了超过10倍。他说公司计划未来六个月将团队规模扩大一倍。

Pactum向客户收取每次概念验证费用25,000美元。如果客户选择全面部署该软件,Pactum通过两种方式提供软件许可:签署三年合同每年收费12万美元,另加使用该系统第一年带来的收益的25%,年度许可费可以从收益中扣除,或者支付12万美元年度许可费,每次谈判成功收费600至6,500美元不等。

一家公司在使用Pactum的软件时,需要与Pactum的人类谈判专家合作回答一系列问题,这些问题将确定Pactum软件的谈判目标:公司对于价格、交货、支付日期和质量保证方面希望提出怎样的条件?公司在理想情况下希望达到其他哪些条款和条件?软件还需要知道公司愿意在哪些方面考虑折中方案,以及公司不会跨越的红线等。在确定了大公司重视的条件以及软件能够做出让步的范围之后,Pactum的软件会通过聊天机器人界面与供应商进行谈判。它会提出一系列问题,促使对方说出其首选的条件。然后,该软件会尝试找到一种可以将大公司的总体价值最大化的解决方案,同时尽量让供应商满意。

在谈判过程中,聊天机器人甚至会使用沃斯提出的一些基于心理学的谈判策略,例如重复对方说过的话,让对方感觉到有人在倾听等。兰德说:“系统会学习人类的谈判方式。它会尝试不同谈判策略和战术,每次谈判之后它都会变得越来越好。”

该系统唯一的缺点是它不是人类,所以有时候其自然语言处理系统无法理解一些细微差别。有些承包商对于大公司让他们与一个聊天机器人谈判的做法感到不满。一方面,这意味着供应商不能指望通过邀请采购经理美餐一顿或者打一场高尔夫,就能够达成更有益于自身的交易。

但兰德指出,由于许多供应商规模太小,在与人类高管谈判时,往往很难引起对方有意义的关注,因此到目前为止,许多供应商表示,与之前和大公司的谈判相比,现在与聊天机器人谈判更有意义,让他们感觉自己的话得到了更多的“倾听”。

马士基的数字采购总监、《采购电子拍卖实用指南》(A Practical Guide to E-Auctions for Procurement)一书的作者雅各布·戈姆·拉尔森称,马士基正在计划测试Pactum的软件能否与供应商同步谈判以增加拍卖,将其作为公路货运或小额项目的承包方式。他表示,他认为Pactum尤其在竞争性较低的领域大有用处,例如一次性合同的“现场”谈判,这些合同涉及的项目和服务不值得人类谈判团队付出时间和精力。

拉尔森称,Pactum的谈判方式主要优势之一是,通过聊天机器人提出问题,使客户只可以在给出的方案中作出选择,这个系统能够更好地描绘双方的“价值函数”,抓住双方关心的权衡点。通过配置拍卖也可以发现这些信息,而且马士基已经在使用先进的电子拍卖,进行合同招标。

但拉尔森表示,单纯参考“最佳价格”的拍卖可能无法发现其他优惠条件,比如交货时间和支付条款等。因此,他认为,你可能得到的是最低成本,但并非最高整体价值,而且有些公司可能会放弃单纯参考价格的拍卖,尽管按照其他合同条款他们实际上能够提供更好的服务。马士基试用Pactum的一个目标是确定使用谈判是否比拍卖更有效。(财富中文网)

翻译:刘进龙

审校:汪皓

Never split the difference.

That’s one of the negotiating dictums promulgated by Chris Voss, a former FBI negotiator who has become one of the world’s best known experts on bargaining tactics. (Splitting the difference, for one thing, increases the risk of both parties being dissatisfied.)

Voss always says his negotiating strategies are rooted in psychology, meaning they’ll work as long as the other side in a bargaining session is human.

But it was studying under Voss and others on Harvard Business School’s famed negotiation master’s course that inspired Martin Rand, a former commercial director at Monsanto’s digital agriculture division, Climate Corporation, to try to take the human out of at least one side of the equation.

Rand went on to cofound Pactum, a company that uses artificial intelligence and a chatbot interface to automate contract negotiations for some of the world’s largest corporations, including Walmart and electrical equipment distributor Wesco International. Shipping giant Maersk Group is also trialing the software.

April 27, the company, which is based in Mountain View, Calif., announced it has raised another $11 million to fund its expansion, bringing to $15 million the total amount of venture capital that the two-year-old startup has raised to date. The new funding round was led by Atomico, the London-based venture capital firm run by Niklas Zennström, the Swedish billionaire cofounder of Skype. Rand had been a product manager at Skype earlier in his career. Atomico partner Ben Blume is joining Pactum’s board as part of the deal, Pactum said. Berlin-based venture capital firm Project A, which had previously invested in Pactum, also participated in the funding round.

In addition to Zennström’s Atomico, Pactum has attracted funding from other key members of the “Skype mafia,” veterans of the voice-over-Internet software pioneer, who have since become prominent tech investors. They are Europe’s closest equivalent to America’s “PayPal mafia,” whose members include Elon Musk, Peter Thiel, and Reid Hoffman.

Among the Skype mafia investing in the new funding round for Pactum are Jaan Tallinn, the former Skype engineer who has become a leading investor in many A.I. and video gaming companies; Ott Kaukver, the chief technology officer of Checkout.com; Taavet Hinrikus, the cofounder and chairman of fintech company TransferWise; and entrepreneur and investor Sten Tamkivi.

Skype’s original engineering team was based in Estonia, and Rand is a native of the country as are his Pactum cofounders, Kaspar Korjus, who developed Estonia’s e-Residency program, and his brother Kristjan Korjus, who is Pactum’s chief technology officer. Pactum has engineering and R&D offices in the country.

Pactum is designed to take on contract negotiations with the “long tail” of suppliers and vendors that most large corporations have. These are contracts that are not high-value enough to warrant much, if any, attention from a big company’s negotiation teams but which collectively add up to significant money. “The average Fortune 500 company has $240 million locked in inefficient deals in that long tail that people can’t renegotiate,” Rand tells Fortune.

He says that by using the company’s software, a large customer like Walmart has been able to gain 2.8% to 6.8% in profitability from each supplier deal Pactum negotiates, with one company seeing additional $1.5 million come in monthly on these contracts, Rand says. He says Pactum has just 28 employees but has seen its revenues grow more than 10 times over in the past year. He says the company plans to double its team within the next six months.

Pactum charges its customers $25,000 for a proof of concept. For full deployments, it licenses its software in one of two ways: either $120,000 annually for a three-year contract plus 25% of the first-year gains seen from using the system, with the annual license fee deducted from that cut, or $120,000 for an annual license and then a fee of $600 to $6,500 per successful negotiation.

When a corporation uses Pactum’s software, it works with human negotiation experts from Pactum to answer a series of questions that will set the bargaining targets for Pactum’s software: What terms does the company want for price, delivery, payment dates, and quality guarantees?What other terms and conditions does it ideally want to achieve? The system also needs to know what tradeoffs the company is willing to make among these variables as well as any red lines that the company cannot cross. Having established what the large corporation values and what scope the software will have to make concessions, Pactum’s software then uses a chatbot interface to conduct negotiations with the suppliers. It asks a series of questions that prompt the other side to reveal its preferences. It then seeks to find the solution that will maximize the overall value for the large corporation, while trying to give the vendor a satisfactory deal too.

In the back-and-forth, the chatbot even incorporates some of the psychology-based tactics Voss advocates, such as mirroring back to a person what they’ve just said so that they feel listened to. “The system learns how people negotiate,” Rand says. “It tries different strategies and tactics and gets better with each subsequent negotiation.”

The only downside of the system is that it isn't a human, so there may be times when its natural language processing system won't understand a particular nuance. And some contractors may be offended that the large corporation has left them to negotiate with a chatbot. For one thing, it means a vendor can't hope to cut a better deal by taking the purchasing manager out for a fancy dinner or inviting them for a round of golf.

But given that many of these vendors or suppliers were too small to have garnered much meaningful attention from a human executive on the other side of the table in the first place, Rand says that in Pactum's experience so far, some vendors say they actually feel more "heard" and had a more meaningful negotiation with the bot than they ever had with the company previously.

Jacob Gorm Larsen, the head of digital procurement at Maersk and author of the book A Practical Guide to E-Auctions for Procurement, says his company is currently planning to test Pactum’s software to see if conducting multiple simultaneous negotiations with suppliers could augment auctions as a way of contracting for things such as inland freight transportation or small capital projects. He says he thinks Pactum will be particularly useful in areas that are not particularly competitive, such as “spot” negotiations—one-off contracts for projects or services that would never be worth the time and effort of a human negotiating team.

One of the main advantages of Pactum’s approach to negotiations, Larsen says, is that by asking questions through the chatbot that force a customer to choose between alternatives, the system can build up a much better picture of both sides’ “value function,” the graph of tradeoffs they care about. Auctions can also be configured to reveal some of this information, and Maersk already uses sophisticated e-auctions to do this when it is putting out contracts for bid.

But, Larsen says, a simple “best price” auction won’t uncover much about other preferences such as delivery times and payment terms. As a result, you may get the lowest cost but not the best overall value, he says, and some parties might drop out of an auction conducted solely on price that could have actually provided better service on other contract terms. One of the goals of the pilot Maersk hopes to conduct with Pactum is to see when it might be more useful to use negotiations rather than auctions.

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