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the.world.is.flat-第4部分
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communications; stringent training; and standardized forms; these young Indians can
fairly rapidly be converted into basic Western accountants at a fraction of the cost。
Some of the Indian accounting firms even go about marketing themselves to American
firms through teleconferencing and skip the travel。 Concluded Boomer; 〃The accounting
profession is currently in transformation。 Those who get caught in the past and resist
change will be forced deeper into commoditization。 Those who can create value through
leadership; relationships and creativity will transform the industry; as well as
strengthen relationships with their existing clients。〃
What you're telling me; I said to Rao; is that no matter what your profession…doctor;
lawyer; architect; accountant…if you are an American; you better be good at the
touchy…feely service stuff; because anything that can be digitized can be outsourced
to either the smartest or the cheapest producer; or both。 Rao answered; 〃Everyone
has to focus on what exactly is their value…add。〃
But what if I am just an average accountant? I went to a state university。 I had a
B+ average。 Eventually I got my CPA。 I work in a big accounting firm; doing a lot
of standard work。 I rarely meet with clients。
They keep me in the back。 But it is a decent living and the firm is basically happy
with me。 What is going to happen to me in this system?
〃It is a good question;〃 said Rao。 〃We must be honest about it。 We are in the middle
of a big technological change; and when you live in a society that is at the cutting
edge of that change 'like America'; it is hard to predict。 It's easy to predict for
someone living in India。 In ten years we are going to be doing a lot of the stuff
that is being done in America today。 We can predict our future。 But we are behind
you。 You are defining the future。 America is always on the edge of the next creative
wave 。。。 So it is difficult to look into the eyes of that accountant and say this
is what is going to be。 We should not trivialize that。 We must deal with it and talk
about it honestly 。。。 Any activity where wecan digitize and decompose the value chain;
and move the work around; will get moved around。 Some people will say; Yes; but you
can't serve me a steak。' True; but I can take the reservation for your table sitting
anywhere in the world; if the restaurant does not have an operator。 We can say; Yes;
Mr。 Friedman; we can give you a table by the window。' In other words; there are parts
of the whole dining…out experience that we can decompose and outsource。 If you go
back and read the basic economics textbooks; they will tell you: Goods are traded;
but services are consumed and produced in the same place。 And you cannot export a
haircut。 But we are coming close to exporting a haircut; the appointment part。 What
kind of haircut do you want? Which barber do you want? All those things can and will
be done by a call center far away。〃
As we ended our conversation; I asked Rao what he is up to next。 He was full of energy。
He told me he'd been talking to an Israeli company that is making some big advances
in compression technology to allow for easier; better transfers of CAT scans via the
Internet so you can quickly get a second opinion from a doctor half a world away。
A few weeks after I spoke with Rao; the following e…mail arrived from Bill Brody;
the president of Johns Hopkins University; whom I had just interviewed for this book:
Dear Tom; I am speaking at a Hopkins continuing education medical meeting for
radiologists (I used to be a radiologist) 。。。 I
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came upon a very fascinating situation that I thought might interest you。 I have just
learned that in many small and some medium…size hospitals in the US; radiologists
are outsourcing reading of CAT scans to doctors in India and Australia!!! Most of
this evidently occurs at night (and maybe weekends) when the radiologists do not have
sufficient staffing to provide in…hospital coverage。 While some radiology groups will
use teleradiology to ship images from the hospital to their home (or to Vail or Cape
Cod; I suppose) so that they can interpret images and provide a diagnosis 24/7;
apparently the smaller hospitals are shipping CAT scan images to radiologists abroad。
The advantage is that it is daytime in Australia or India when it is nighttime here…so
after…hours coverage becomes more readily done by shipping the images across the globe。
Since CAT (and MRI) images are already in digital format and available on a network
with a standardized protocol; it is no problem to view the images anywhere in the
world 。。。 I assume that the radiologists on the other end 。 。 。 must have trained
in 'the' US and acquired the appropriate licenses and credentials。 。 。 The groups
abroad that provide these after…hours readings are called 〃Nighthawks〃 by the
American radiologists that employ them。 Best; Bill
Thank goodness I'm a journalist and not an accountant or a radiologist。 There will
be no outsourcing for me…even if some of my readers wish my column could be shipped
off to North Korea。 At least that's what I thought。 Then I heard about the Reuters
operation in India。 I didn't have time to visit the Reuters office in Bangalore; but
I was able to get hold of Tom Glocer; the CEO of Reuters; to hear what he was doing。
Glocer is a pioneer in the outsourcing of elements of the news supply chain。
With 2;300 journalists around the world; in 197 bureaus; serving a
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market including investment bankers; derivatives traders; stockbrokers; newspapers;
radio; television; and Internet outlets; Reuters has always had a very complex
audience to satisfy。 After the dot…com bust; though; when many of its customers became
very cost…conscious; Reuters started asking itself; for reasons of both cost and
efficiency: Where do we actually need our people to be located to feed our global
news supply chain? And can we actually disaggregate the work of a journalist and keep
part in London and New York and shift part to India?
Glocer started by looking at the most basic bread…and…butter function Reuters
provides; which is breaking news about company earnings and related business
developments; every second of every day。 〃Exxon comes out with its earnings and we
need to get that as fast possible up on screens around the world: 'Exxon earned
thirty…nine cents this quarter as opposed to thirty…six cents last quarter。' The core
competency there is speed and accuracy;〃 explained Glocer。 〃You don't need a lot of
analysis。 We just need to get the basic news up as fast as possible。 The flash should
be out in seconds after the company releases; and the table 'showing the recent history
of quarterly earnings' a few seconds later。〃
Those sorts of earnings flashes are to the news business what vanilla is to the ice
cream business…a basic commodity that actually can be made anywhere in the flat world。
The real value…added knowledge work happens in the next five minutes。 That is when
you need a real journalist who knows how to get a comment from the company; a comment
from the top two analysts in the field; and even some word from competitors to put
the earnings report in perspective。 〃That needs a higher journalistic skill
set…someone in the market with contacts; who knows who the best industry analysts
are and has taken the right people to lunch;〃 said Glocer。
The dot…com bust and the flattening of the world forced Glocer to rethink how Reuters
delivered news…whether it could disaggregate the functions of a journalist and ship
the low…value…added functions to India。 His primary goal was to reduce the overlap
Reuters payroll; while preserving as many good journalism jobs as possible。 〃So the
first thing we did;〃 said Glocer; 〃was hire six reporters in Bangalore as an
experiment。
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We said; 'Let's let them just do the flash headlines and the tables and whatever else
we can get them to do in Bangalore。'〃
These new Indian hires had accounting backgrounds and were trained by Reuters; but
they were paid standard local wages and vacation and health benefits。 〃India is an
unbelievably rich place for recruiting people; not only with technical skills but
also financial skills;〃 said Glocer。 When a company puts out its earnings; one of
the first things it does is hand it to the wires…Reuters; Dow Jones; and Bloomberg…for
distribution。 〃We will get that raw data;〃 he said; 〃and then it's a race to see how
fast we can turn it around。 Bangalore is one of the most wired places in the world;
and although there's a slight delay…one second or less…in getting the information
over there; it turns out you can just as easily sit in Bangalore and get the electronic
version of a press release and turn it into a story as you can in London or New York。〃
The difference; however; is that wages and rents in Bangalore are less than one…fifth
what they are in those Western capitals。
While economics and the flattening of the world have pushed Reuters down this path;
Glocer has tried to make a virtue of necessity。 〃We think we can off…load commoditized
reporting and get that done effi
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