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为何企业的“可靠性”现在尤其重要

为何企业的“可靠性”现在尤其重要

Mathiew Heimer 2022-02-03
企业需要通过自我监管,发挥社会作用。

图片来源:ILLUSTRATION BY DELCAN & CO.; ICONS BY MARTIN LAKSMAN

2021年,即进入大封锁时代第二年之际,美国正在努力解决伦理学家或许称之为“配送困境”(Delivery Dilemma)的难题。

白领们纷纷逃离疫情、在家工作,而外出购物和就餐可能带来致命危险,企业的应对显示出它们的高度灵活和无所不能。经济中有很大一部分都转向了电子商务,或者加倍依赖电子商务。堂食餐厅开始送外卖。大卖场雇佣了成千上万的分拣员和装箱工。世界各地的工厂争相加开班次,生产健身自行车、拼图游戏和宠物玩具,因为人们突然意识到自己是多么的需要这些产品。在超高效算法的管理下,牢固的全球物流基础设施网络为我们送来了想要的东西,缓冲了新冠疫情带来的冲击。

物流网的创造者和所有者获得了丰厚的回报。过去12个月,联邦快递(FedEx)和塔吉特(Target)的股价已经上涨逾一倍。主营餐饮外卖的创业公司DoorDash于2020年12月上市,估值高达700亿美元。从2020年3月到8月,亚马逊(Amazon)的股价上涨了90%(不过,科技股经历了动荡的春天后,亚马逊的创始人及首席执行官杰夫·贝佐斯在2021年4月的身价仅为1770亿美元)。

但是那些负责把货物送到我们家门口的人就没有那么幸运了。许多快递运送司机都是零工或者分包了又分包的分包商,工资微薄,没有任何福利。仓库和装配线工人的收入高于最低工资,却难以维持生计——有些岗位的工作条件十分恶劣,每次上厕所的时间都要按分钟计。而且,在这条供应链上,工人们要么紧紧聚在一起工作,要么每天和数百名陌生人/顾客打照面,而每一次接触都意味着增加了一次可能暴露在新冠病毒中的风险。

芝加哥大学布斯商学院的商业伦理学教授约翰·保罗·罗勒特在自己的在线课堂上看到了“配送困境”的演示。他的MBA学生在看到了企业股东的财富与分拣员、货车司机微薄的收入之间的“K形”差距后,感到震惊。虽然他们中的许多人渴望成为下一个贝佐斯(或至少为他工作),但这种差距让他们大为震动。“经济引擎运转良好,但引擎发出的声音却令人不安。”罗勒特说,“这个体系并不是行不通,而是不公平。”

在资本主义经济中,我们接受甚至鼓励财富差异;这是一个奖励创新、勤奋和竞争的体系。但是,当首席执行官和送货员之间的收入差距过大时,对企业的集体信任就会受到侵蚀。如果这种情况发生,企业或将承担后果。

图片来源:Illustration by Delcan & Co.; Icons by Martin Laksman

我们在《财富》杂志的部分工作就是分析和诊断此类机械问题,指出哪里需要维修。因此,不妨把这类问题——我们第一次几乎完全聚焦于“问责”的主题——想象成去了一趟修车厂。在当今商界,“检查引擎”的灯显然亮起来了。但只是油箱门出了问题还是发动机的密封圈漏气了?我们得把车起到架子上看一看。

媒体已经有多篇文章都探讨了企业失衡的故事,探讨了这些情况对未来发展道路提出的复杂问题。我们应当如何修复一个被不当激励主导的医疗保健体系?当一家公司言行不一时会发生什么?当媒体以造成社会危害的方式为谎言提供助力时,谁来承担责任?当然,配送困境也存在失衡:企业为了竞相满足消费者的欲望,将大量工人困在了电子商务的底层。

商业拥有无与伦比的创造财富和解决问题的力量。在这个疫情肆虐的时刻,许多人的经济状况都十分脆弱,企业领导人应该让问责照亮前路,追求更公平的结果,让每一个利益攸关方都感受到自己对企业的发展方向拥有发言权。

企业现在更迫切需要自我反省,因为用某些标准衡量,企业已经成为这个不稳定社会中最值得信赖的支柱。一些公司纷纷提高工资,避免员工在新冠疫情中失业;在乔治·弗洛伊德遇害后,还有一些公司将投资转移到黑人社区,有意识地支持种族平等。制药企业以创纪录的速度兑现了开发新冠肺炎疫苗的承诺。当现任总统威胁宪法秩序时,私营部门集体站出来维护秩序。广受关注的爱德曼信任度晴雨表(Edelman Trust Barometer,调查公众对机构的态度)显示,2020年全球对企业的信任度达到了十多年来的最高水平,与政府、媒体和非政府组织之间的差距再次拉大。

甚至许多受到金融危机重创的1980年后出生的人也更信任企业。“Y世代并不认为政府在解决社会问题方面特别有效。”芝加哥大学布斯商学院的战略管理学教授克里斯蒂娜·哈奇基安表示:“他们对商业和市场的作用更感兴趣。”她还曾经于2012年至2020年期间任该校Rustandy社会部门创新中心(Rustandy Center for Social Sector Innovation)的执行主任。

可以肯定的是,年轻员工并没有盲目相信公司;许多人仍然对企业的动机深表怀疑。(这不仅仅是一代人的问题:大多数人可能信任的是自己的雇主,而不是整个商界。)但年轻员工也大大改变了企业领导者面临的期望值。爱德曼信任度晴雨表背后公关公司的首席执行官理查德·爱德曼列举了一系列千禧一代员工现在经常敦促公司首席执行官采取行动的领域:性别和种族平等、绿色供应链、培训和技能提升。最重要的是,年轻员工希望他们的领导就社会问题发表意见:“公司员工会认为,如果你不对某个问题发表意见,你就是同谋。”爱德曼说。

在当前的政治环境中,员工和消费者或许比政府更能够对企业问责。总的来说,法律很难跟上创新和技术变革的步伐:社交媒体内容主要由制定于25年前的《通信规范法》(Communication Decency Act)监管,就充分说明了这一点。《通信规范法》开始立法时,还在拨号上网。而美国国会中严重的党派分歧又导致短期内不太可能进行重大商业改革。

在政府能力缺失的情况下,企业界能够进行自我监督吗?纽约大学(New York University)的哲学和法学教授夸梅·安东尼·阿皮亚说,在一定范围内,这个结果可以实现,阿皮亚还是《纽约时报》(New York Times)“伦理学家”(Ethicist)专栏的作者。“首席执行官们和董事们有理由说:‘因为我们是本领域的专家,所以永远比其他任何人都更了解我们会带来的风险。’”他补充说,商界领袖之间的同辈压力具有强大的规范力。

但是当然了,自我监管是最终极的平衡之道,意味着只有当企业将其他利益相关者考虑在内时,才可以真正起作用。一个人赶路,更有可能走错。从今天的混乱中脱颖而出的公司之所以能够脱颖而出,是因为他们在决策桌上为公司总部所在地的市长和对冲基金的股东们留出了空间;为倡导包容的活动家、环保理想主义者,以及锋芒锐利的战略家留出了空间;没错,也给送货司机和公司董事留出了空间。如果每一方都提高了对彼此和对领导者的要求,由此产生的问责就将确保商业引擎维持正常运转。(财富中文网)

译者:Agatha

2021年,即进入大封锁时代第二年之际,美国正在努力解决伦理学家或许称之为“配送困境”(Delivery Dilemma)的难题。

白领们纷纷逃离疫情、在家工作,而外出购物和就餐可能带来致命危险,企业的应对显示出它们的高度灵活和无所不能。经济中有很大一部分都转向了电子商务,或者加倍依赖电子商务。堂食餐厅开始送外卖。大卖场雇佣了成千上万的分拣员和装箱工。世界各地的工厂争相加开班次,生产健身自行车、拼图游戏和宠物玩具,因为人们突然意识到自己是多么的需要这些产品。在超高效算法的管理下,牢固的全球物流基础设施网络为我们送来了想要的东西,缓冲了新冠疫情带来的冲击。

物流网的创造者和所有者获得了丰厚的回报。过去12个月,联邦快递(FedEx)和塔吉特(Target)的股价已经上涨逾一倍。主营餐饮外卖的创业公司DoorDash于2020年12月上市,估值高达700亿美元。从2020年3月到8月,亚马逊(Amazon)的股价上涨了90%(不过,科技股经历了动荡的春天后,亚马逊的创始人及首席执行官杰夫·贝佐斯在2021年4月的身价仅为1770亿美元)。

但是那些负责把货物送到我们家门口的人就没有那么幸运了。许多快递运送司机都是零工或者分包了又分包的分包商,工资微薄,没有任何福利。仓库和装配线工人的收入高于最低工资,却难以维持生计——有些岗位的工作条件十分恶劣,每次上厕所的时间都要按分钟计。而且,在这条供应链上,工人们要么紧紧聚在一起工作,要么每天和数百名陌生人/顾客打照面,而每一次接触都意味着增加了一次可能暴露在新冠病毒中的风险。

芝加哥大学布斯商学院的商业伦理学教授约翰·保罗·罗勒特在自己的在线课堂上看到了“配送困境”的演示。他的MBA学生在看到了企业股东的财富与分拣员、货车司机微薄的收入之间的“K形”差距后,感到震惊。虽然他们中的许多人渴望成为下一个贝佐斯(或至少为他工作),但这种差距让他们大为震动。“经济引擎运转良好,但引擎发出的声音却令人不安。”罗勒特说,“这个体系并不是行不通,而是不公平。”

在资本主义经济中,我们接受甚至鼓励财富差异;这是一个奖励创新、勤奋和竞争的体系。但是,当首席执行官和送货员之间的收入差距过大时,对企业的集体信任就会受到侵蚀。如果这种情况发生,企业或将承担后果。

我们在《财富》杂志的部分工作就是分析和诊断此类机械问题,指出哪里需要维修。因此,不妨把这类问题——我们第一次几乎完全聚焦于“问责”的主题——想象成去了一趟修车厂。在当今商界,“检查引擎”的灯显然亮起来了。但只是油箱门出了问题还是发动机的密封圈漏气了?我们得把车起到架子上看一看。

媒体已经有多篇文章都探讨了企业失衡的故事,探讨了这些情况对未来发展道路提出的复杂问题。我们应当如何修复一个被不当激励主导的医疗保健体系?当一家公司言行不一时会发生什么?当媒体以造成社会危害的方式为谎言提供助力时,谁来承担责任?当然,配送困境也存在失衡:企业为了竞相满足消费者的欲望,将大量工人困在了电子商务的底层。

商业拥有无与伦比的创造财富和解决问题的力量。在这个疫情肆虐的时刻,许多人的经济状况都十分脆弱,企业领导人应该让问责照亮前路,追求更公平的结果,让每一个利益攸关方都感受到自己对企业的发展方向拥有发言权。

企业现在更迫切需要自我反省,因为用某些标准衡量,企业已经成为这个不稳定社会中最值得信赖的支柱。一些公司纷纷提高工资,避免员工在新冠疫情中失业;在乔治·弗洛伊德遇害后,还有一些公司将投资转移到黑人社区,有意识地支持种族平等。制药企业以创纪录的速度兑现了开发新冠肺炎疫苗的承诺。当现任总统威胁宪法秩序时,私营部门集体站出来维护秩序。广受关注的爱德曼信任度晴雨表(Edelman Trust Barometer,调查公众对机构的态度)显示,2020年全球对企业的信任度达到了十多年来的最高水平,与政府、媒体和非政府组织之间的差距再次拉大。

甚至许多受到金融危机重创的1980年后出生的人也更信任企业。“Y世代并不认为政府在解决社会问题方面特别有效。”芝加哥大学布斯商学院的战略管理学教授克里斯蒂娜·哈奇基安表示:“他们对商业和市场的作用更感兴趣。”她还曾经于2012年至2020年期间任该校Rustandy社会部门创新中心(Rustandy Center for Social Sector Innovation)的执行主任。

可以肯定的是,年轻员工并没有盲目相信公司;许多人仍然对企业的动机深表怀疑。(这不仅仅是一代人的问题:大多数人可能信任的是自己的雇主,而不是整个商界。)但年轻员工也大大改变了企业领导者面临的期望值。爱德曼信任度晴雨表背后公关公司的首席执行官理查德·爱德曼列举了一系列千禧一代员工现在经常敦促公司首席执行官采取行动的领域:性别和种族平等、绿色供应链、培训和技能提升。最重要的是,年轻员工希望他们的领导就社会问题发表意见:“公司员工会认为,如果你不对某个问题发表意见,你就是同谋。”爱德曼说。

在当前的政治环境中,员工和消费者或许比政府更能够对企业问责。总的来说,法律很难跟上创新和技术变革的步伐:社交媒体内容主要由制定于25年前的《通信规范法》(Communication Decency Act)监管,就充分说明了这一点。《通信规范法》开始立法时,还在拨号上网。而美国国会中严重的党派分歧又导致短期内不太可能进行重大商业改革。

在政府能力缺失的情况下,企业界能够进行自我监督吗?纽约大学(New York University)的哲学和法学教授夸梅·安东尼·阿皮亚说,在一定范围内,这个结果可以实现,阿皮亚还是《纽约时报》(New York Times)“伦理学家”(Ethicist)专栏的作者。“首席执行官们和董事们有理由说:‘因为我们是本领域的专家,所以永远比其他任何人都更了解我们会带来的风险。’”他补充说,商界领袖之间的同辈压力具有强大的规范力。

但是当然了,自我监管是最终极的平衡之道,意味着只有当企业将其他利益相关者考虑在内时,才可以真正起作用。一个人赶路,更有可能走错。从今天的混乱中脱颖而出的公司之所以能够脱颖而出,是因为他们在决策桌上为公司总部所在地的市长和对冲基金的股东们留出了空间;为倡导包容的活动家、环保理想主义者,以及锋芒锐利的战略家留出了空间;没错,也给送货司机和公司董事留出了空间。如果每一方都提高了对彼此和对领导者的要求,由此产生的问责就将确保商业引擎维持正常运转。(财富中文网)

译者:Agatha

A few weeks into year two of the lockdown era, America is grappling with what an ethicist might call the Delivery Dilemma.

When white-collar knowledge workers fled from the pandemic to toil from home, and shopping and dining out became potentially mortal hazards, business’s response showed just how versatile and nimble it could be. Huge swaths of the economy pivoted to or doubled down on e-commerce. Sit-down restaurants converted to takeout. Big-box retailers hired hundreds of thousands of shelf-pickers and box-fillers. Factories worldwide scrambled to add shifts to make the exercise bikes, jigsaw puzzles, and pet toys that we suddenly realized we needed so much more of. A global steel-and-sinew web of logistics infrastructure, overseen by ultraefficient algorithms, delivered whatever we wanted, cushioning the blow of a planetwide crisis.

The creators and owners of that web reaped rich rewards. Shares in FedEx and Target have more than doubled over the past 12 months. Food-schlepping startup DoorDash went public in December and hit valuations as high as $70 billion. Between March and August of 2020, Amazon’s stock rose by 90% (though, after a rocky spring for tech stocks, founder and CEO Jeff Bezos is now worth only $177 billion).

But the people who actually got the goods to our doorsteps haven’t fared as well. Many delivery drivers are gig-economy workers or sub-sub-subcontractors, earning modest pay with no benefits. Warehouse and assembly-line jobs pay better than minimum wage, but seldom a living wage—sometimes earned under harsh conditions where every bathroom break is timed to the minute. And all along the supply chain, workers either labor in close quarters with one another or encounter hundreds of strangers-slash-customers a day, with each interaction representing another potential exposure to COVID.

John Paul Rollert, a professor who teaches business ethics at the University of Chicago Booth School of Business, watched the Delivery Dilemma play out from his virtual classroom, where his MBA students recoiled at the K-shaped divergence of the shareholders’ fortunes and the precarious incomes of the shelf-pickers and van drivers. And while many of them aspire to be (or at least work for) the next Bezos, the disparity shook them. “The engine of the economy is humming fine, but the sound of the engine is disconcerting,” Rollert says. “It’s not that the system doesn’t work, it’s that the system isn’t fair.”

In a capitalist economy, we accept and even encourage disparity of wealth; it’s inextricable from a system that rewards innovation, industriousness, and competitive drive. But when, say, the gulf between the CEO and the delivery driver grows too wide, collective trust erodes. And if that happens, business can suffer the consequences.

Part of our job at Fortune is to analyze and diagnose such mechanical problems and to point out needed repairs. So think of the problems—our first to focus almost exclusively on the theme of “accountability”—as a visit to the garage. Across the business world right now, the “check engine” light is definitely on. But is it just a faulty gas cap or are we about to blow a gasket? Let’s put the truck up on the rack and take a look.

Many of the articles in media explore examples of business getting out of balance—and the complicated questions those situations raise about the way ahead. How do we fix a health care system that has become dominated by perverse incentives? What happens when a company’s actions don’t match its rhetoric? And who bears responsibility when a media company gives oxygen to falsehoods in socially destructive ways? The Delivery Dilemma, of course, poses its own questions about balance, as the race to satisfy consumer desires traps many workers in an e-commerce underclass.

Business has an unparalleled power to create wealth and solve problems. At this pandemic-scarred moment, when so many people are economically vulnerable, business leaders should let accountability light the way to more equitable results, and make every stakeholder feel like they have a say in where we’re headed.

*****

Corporate soul-searching is all the more urgent right now because, by some measures, business has become the most trustworthy pillar of a wobbly society. Individual companies stepped up to raise pay and shield employees from layoffs in the pandemic; others shifted investment capital to Black communities and meaningfully embraced racial equity after George Floyd’s killing. Drugmakers delivered on their promise to develop COVID-19 vaccines, in record time. And the private sector collectively stood up for the constitutional order when a sitting President threatened it. Not coincidentally, the Edelman Trust Barometer, a widely watched survey of public attitudes toward institutions, showed global trust in business in 2020 at highs it hadn’t reached in more than a decade, with a widening lead over government, media, and NGOs.

That greater trust in business holds true even for many people born after 1980—generations scarred by the debacle of the financial crisis. “Gen Y doesn’t see government as particularly effective at solving social problems,” says Christina Hachikian, a strategic management professor at Chicago’s Booth School and the executive director, from 2012 to 2020, of its Rustandy Center for Social Sector Innovation. “They have a greater interest in using business and the market.”

To be sure, younger workers haven’t drunk the corporate Kool-Aid; many remain deeply mistrustful of business’s motives. (That’s not just generational: Most people are more likely to trust their own employers than to trust the business community in general.) But younger workers have also dramatically reshaped the expectations that corporate leaders face. Richard Edelman, CEO of the communications firm behind the barometer, runs down a list of areas where millennial employees now routinely urge their CEOs to act: Gender and racial equity. Greener supply chains. Retraining and upskilling. Above all, younger employees want their leaders to speak out on social problems: “Your own people think you’re complicit in whatever it is you don’t talk about,” he says.

In the current political climate, employees and consumers may be better positioned than government is to hold corporations accountable. In general, the law struggles to keep pace with innovation and technological change: The fact that social media content is governed by the 25-year-old Communications Decency Act—legislation dating from the heyday of the dial-up modem—speaks volumes on that front. And the hair’s-breadth partisan split in Congress makes major business reform unlikely in the near term.

In the absence of highly capable government, can business be trusted to police itself? Within certain limits that’s a desirable outcome, says Kwame Anthony Appiah, professor of philosophy and law at New York University who pulls double duty as the New York Times’ “Ethicist” columnist. “It’s reasonable of CEOs and boards to say, ‘Because we are the experts on what we are doing, we’re always going to know more about the risks we pose than anybody else.’ ” Peer pressure among business leaders, he adds, can be a powerful normative force.

But self-policing, of course, is the ultimate balancing act—which means it can only truly work when a business takes other stakeholders into account. Go it alone, and you’re far more likely to go wrong. The companies that emerge strongest from today’s tumult will do so because they made room at the decision-making table for their headquarters-city mayors as well as their hedge fund shareholders; for inclusion activists and environmental idealists as well as sharp-edged strategists; and, yes, for delivery drivers as well as corporate directors. If all those parties raise the bar for one another and for leaders, the resulting accountability could keep the engine of business in tune.

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