财富中文网 >> 生活

福特重获新生之台前幕后

分享: [译文]

    As a longtime follower of the auto industry, I am addicted to books that promise the inside skinny about the personalities behind the products. When a new tome arrives in the mail, I scour it for inside dope, untold stories, and back-room gossip that will unwrap another layer of this fascinating and complex business. Full disclosure: I also peek at the index to see if Fortune has been quoted.

    At the moment, my bookshelf runneth over. The upturn in industry fortunes that followed the bankruptcies of Chrysler and General Motors (GM) has provided an irresistible story arc of near-death, repentance, and revival. Among a number of first-rate accounts that have appeared in the past 24 months, Bryce Hoffman's American Icon: Alan Mulally and the fight to save Ford Motor Company is a standout.

    Unable to accommodate a deluge of requests from writers eager to document its revival under Mulally, Ford (F) chose Hoffman, a reporter for the Detroit News, and granted him unique access to tell its story without editorial oversight. It chose wisely. Hoffman has produced a book brimming with smart observations and fresh insights into Ford's success. (Another disclosure: Both Fortune and I are mentioned, briefly, in the book).

    The outlines of the Ford turnaround are well known by now. Family scion Bill Ford lured Mulally, a former Boeing (BA) executive, to Detroit in 2006 after being rebuffed by two more experienced leaders. Mulally reshaped the company by dropping lines like Volvo and Mercury and focusing on one global Ford brand. He built a team of like-minded executives through persistence, persuasion, and force of personality.

    "Ford's executives finally stopped making decisions based on what was best for their own careers and started trying to figure out what was best for the company as a whole," Hoffman writes. "That was something that had never happened before in Dearborn and it was the key to Ford's phenomenal resurgence."

    At first telling, Mulally comes off like a character from a Preston Sturges movie, all "aw shucks" and "gee whiz." But behind the smiles, Hoffman reveals a toughness in Mullaly that surfaces when dissenters threaten his carefully-nurtured atmosphere of collegiality.

    When one executive refused to follow his direction, Mulally simply eliminated his job. He pushed another manager into early retirement because he played badly with others. Hoffman also reports that Mulally withstood a threat from Americas president Mark Fields to quit when Fields was challenged over the use of a company airplane. Mulally stood his ground but didn't hold a grudge. Fields is now the clear favorite to succeed him whenever the 66-year-old decides to retire.

    Hoffman also provides a full account of a long-rumored rift in the Ford family that surfaced in the early months of Mulally's tenure. With their dividends suspended and family jewels Jaguar and Land Rover headed for the auction block, dissidents members -- notably Bill Ford's sister and brother-in-law -- consulted with the boutique investment bank Perella Weinberg about ways to monetize their holdings, which included selling control of the company.

    Bill and his cousin Edsel beat back the effort and placed their faith in Mulally. They were rewarded with a spectacular turnaround. After losing $14.6 billion in 2008, Ford snapped back and went on to make a $7.8 billion profit in 2011.

    The long hours that Hoffman evidently spent with Mulally reveal a man with few flaws, except that he likes to beat everybody into the office by arriving at 5:30 a.m. But this is not hagiography. Hoffman doesn't try to finesse Mulally's ample compensation, which became an issue in labor contract negotiations. (Mulally made $29.5 million in 2011 -- the biggest Detroit payday since Lee Iacocca got $23.6 million from Chrysler in 1986). He's also made good use of his access to dig into previously neglected topics, like the protracted 2009 negotiations required to extract concessions from the United Auto Workers.

    Hoffman has a good ear for dialogue and a thorough knowledge of the industry, though he sometimes resorts to clichés when dealing with less familiar topics. Describing Bill Ford's background, for instance, he writes that Ford grew up in a "posh enclave" and attended a "prestigious" school, yet was "down-to-earth" enough to "rub elbows with the common man."

    The fortunes of American auto companies tend to rise and fall with the GDP, and Ford follows its own cycle of good and lean years. "Ford's history is a long list of stunning successes followed by epic failures, of against -- all -- odds comebacks that turn into retreats back into mediocrity and mismanagement," writes Hoffman.

    The company still has weak spots. Ford has been slow getting to China, U.S. market share is falling, and its first two global cars (Fiesta and Focus) have failed to excite. The true test of Mulally's tenure will be whether the changes he has put in place -- data-driven management, consistent application of agreed-upon principles, teamwork -- survive him. If Mulally ever gets around to retiring -- say around 2015 -- I look forward to adding Hoffman's sequel to my bookshelf.

    作为长期跟踪汽车行业的报道者,我对有一类书特别着迷。这种书承诺,它会透露产品背后与形形色色人格有关的逸闻趣事。每当我收到一本新的皇皇巨著,我都会翻遍全书,寻找那些内幕、秘闻以及幕后流言。正是这些内容揭示了这个令人着迷又纷繁复杂的行业另一层面的真实面貌。顺便公开一下:我也会瞄一眼索引,看看该书是否引述了《财富》杂志(Fortune)的内容。

    眼下,我的书架塞得满满当当。在克莱斯勒公司(Chrysler)和通用汽车公司(GM)破产后,汽车业一路上扬的运势就构成了极为引人入胜的故事情节:濒临绝境,悔过自新,最后重获新生。在过去两年出版的大批一流著作中,布利斯•霍夫曼的《美国偶像:艾伦•穆拉利与拯救福特之战》(American Icon: Alan Mulally and the fight to save Ford Motor Company)无疑是其中的翘楚。

    福特汽车公司(Ford)在穆拉利率领之下重获新生后,众多热切希望记录这一传奇故事的作家提出的采访请求纷至沓来。盛情难却之下,福特选择了霍夫曼这位《底特律新闻报》(Detroit News)的记者,并赋予他无须经过编辑审核即可秉笔直书的特许权。这真是明智之选。针对福特的成功故事,霍夫曼的这本著作既充满了机敏的评论,又洋溢着新鲜的真知灼见。(另外透露一句:《财富》杂志及我本人都在本书中略有提及。)

    福特如何峰回路转的基本情节早已为人所熟知。2006年,福特家族的后裔比尔•福特在邀请两位资深高管加盟遭拒后,力邀前波音(Boeing)高管穆拉利来底特律就任。穆拉利重塑公司的方式是,大刀阔斧地砍掉了沃尔沃(Volvo)和水星(Mercury)这两条产品线,致力于打造全球统一的福特品牌。通过自己的坚持不懈、善于游说和人格力量,他打造了一支同心同德的高管团队。

    霍夫曼在书中写道:“最后,福特的高管们在做决策时,不再从怎样对自己职业生涯最有利出发,他们开始努力思索,怎么做才对公司整体而言是最佳选择。这是迪尔伯恩(福特总部所在地——译注)从未有过的新气象,也是福特之所以能过王者归来、重现辉煌的关键所在。”

    在本书的一开始,穆拉利活像是从普赖斯顿•斯特奇斯的喜剧电影里走出来的角色,整天唠唠叨叨,只知道说“哇,什么!”和“哎哟!”。但是在他的微笑背后,霍夫曼刻画了穆拉利内在的强硬。一旦有意见不同的人开始威胁到他精心打造的联合领导的氛围,这种强硬态势就会暴露无遗。

    当时,一位高管拒绝遵循他所制定的方向,穆拉利二话没说就让他卸职走人了。而另一位经理因为与团队合作不佳,被穆拉利下令提前退休。霍夫曼还透露,有一次福特美国公司总裁马克•菲尔兹使用公司专机遭到反对后威胁要撂挑子,但穆拉利还是顶住了压力。不过,穆拉利虽然立场坚定,但从不记恨。现在人所共知的是,只要66岁的穆拉利决定退休,深受他赏识的菲尔兹就是接替他的不二人选。

    As a longtime follower of the auto industry, I am addicted to books that promise the inside skinny about the personalities behind the products. When a new tome arrives in the mail, I scour it for inside dope, untold stories, and back-room gossip that will unwrap another layer of this fascinating and complex business. Full disclosure: I also peek at the index to see if Fortune has been quoted.

    At the moment, my bookshelf runneth over. The upturn in industry fortunes that followed the bankruptcies of Chrysler and General Motors (GM) has provided an irresistible story arc of near-death, repentance, and revival. Among a number of first-rate accounts that have appeared in the past 24 months, Bryce Hoffman's American Icon: Alan Mulally and the fight to save Ford Motor Company is a standout.

    Unable to accommodate a deluge of requests from writers eager to document its revival under Mulally, Ford (F) chose Hoffman, a reporter for the Detroit News, and granted him unique access to tell its story without editorial oversight. It chose wisely. Hoffman has produced a book brimming with smart observations and fresh insights into Ford's success. (Another disclosure: Both Fortune and I are mentioned, briefly, in the book).

    The outlines of the Ford turnaround are well known by now. Family scion Bill Ford lured Mulally, a former Boeing (BA) executive, to Detroit in 2006 after being rebuffed by two more experienced leaders. Mulally reshaped the company by dropping lines like Volvo and Mercury and focusing on one global Ford brand. He built a team of like-minded executives through persistence, persuasion, and force of personality.

    "Ford's executives finally stopped making decisions based on what was best for their own careers and started trying to figure out what was best for the company as a whole," Hoffman writes. "That was something that had never happened before in Dearborn and it was the key to Ford's phenomenal resurgence."

    At first telling, Mulally comes off like a character from a Preston Sturges movie, all "aw shucks" and "gee whiz." But behind the smiles, Hoffman reveals a toughness in Mullaly that surfaces when dissenters threaten his carefully-nurtured atmosphere of collegiality.

    When one executive refused to follow his direction, Mulally simply eliminated his job. He pushed another manager into early retirement because he played badly with others. Hoffman also reports that Mulally withstood a threat from Americas president Mark Fields to quit when Fields was challenged over the use of a company airplane. Mulally stood his ground but didn't hold a grudge. Fields is now the clear favorite to succeed him whenever the 66-year-old decides to retire.


    穆拉利上任才几个月,坊间流传已久的福特家族内部矛盾就开始浮出水面。对此霍夫曼也做了深入刻画。当时,持不同意见的家族成员——尤其是比尔•福特的姐姐和姐夫面临危机:他们一时无法支取股票红利,家族视为珍宝的两大品牌——捷豹(Jaguar)和路虎(Land Rover)也即将面临被拍卖的命运。因此,他们开始与精品投资银行佩雷拉•温伯格公司(Perella Weinberg)探讨将股份套现的途径,包括出售公司的控制权。

    比尔和他的表亲埃德塞尔挫败了这一企图,并对穆拉利给予了充分信任。由此他们获得了丰厚回报:福特最终迎来了让人叹为观止的全面复兴。2008年福特亏损高达146亿美元,2011年却打了个漂亮的绝地反击,利润高达78亿美元。

    通过长时间相处所获得的深入了解,霍夫曼刻画了一位少有瑕疵、近乎完美的穆拉利。他唯一的问题是,自己会在早上5点半就赶到公司,让所有人都不得不早早上班。但是这本书并不是什么圣人传记。霍夫曼并没有试图美化穆拉利所获得的丰厚薪酬,这已成为劳工合同谈判中一个扎眼的问题。【2011年,穆拉利的年薪高达2,950万美元——这是自从1986年李•艾柯卡在克莱斯勒公司(Chrysler)挣得2,360万美元年薪以来底特律最高的年薪。】霍夫曼还充分利用了自己获准深入公司的特权,挖掘了此前曾被忽视的主题,比如2009年那场旷日持久的谈判,当时公司方要求联合汽车工会(United Auto Workers)做出让步。

    霍夫曼善于记录谈话,对汽车业拥有丰富透彻的了解。不过在处理他不太熟悉的主题时,有时也会流于俗套。比如,在描写比尔•福特的背景时他写道,福特在一片“时髦的专有领地”内长大成人,就读的是一所“名校”,但他却能“低调务实”,与“普通子弟打成一片”。

    美国汽车公司的财运往往会随着GDP的起伏而起伏,而福特汽车也遵循着自己特有的丰年和荒年相交替的发展周期。霍夫曼写道:“在福特历史的长长清单上,超凡绝伦的成功与规模空前的失败轮番上演。排除万难、恢复元气后,又会滑入溃败,回到平庸、管理不善的老路上。”

    而福特汽车仍然存在短板。它没有及时布局中国市场,在美国市场的份额正在下降,而其首批两款全球车型嘉年华(Fiesta)和福克斯(Focus)也没能给市场带来惊喜。实际上,穆拉利任期中真正的考验将是,他已实施的一系列变革,包括数据化管理,持续应用达成共识的各项原则和团队合作等是否能在他卸任后还保持活力。如果穆拉利打算退休,比如说到2015年左右,那么我期待着霍夫曼能为本书写出续篇,供我珍藏。

    译者:清远

    Hoffman also provides a full account of a long-rumored rift in the Ford family that surfaced in the early months of Mulally's tenure. With their dividends suspended and family jewels Jaguar and Land Rover headed for the auction block, dissidents members -- notably Bill Ford's sister and brother-in-law -- consulted with the boutique investment bank Perella Weinberg about ways to monetize their holdings, which included selling control of the company.

    Bill and his cousin Edsel beat back the effort and placed their faith in Mulally. They were rewarded with a spectacular turnaround. After losing $14.6 billion in 2008, Ford snapped back and went on to make a $7.8 billion profit in 2011.

    The long hours that Hoffman evidently spent with Mulally reveal a man with few flaws, except that he likes to beat everybody into the office by arriving at 5:30 a.m. But this is not hagiography. Hoffman doesn't try to finesse Mulally's ample compensation, which became an issue in labor contract negotiations. (Mulally made $29.5 million in 2011 -- the biggest Detroit payday since Lee Iacocca got $23.6 million from Chrysler in 1986). He's also made good use of his access to dig into previously neglected topics, like the protracted 2009 negotiations required to extract concessions from the United Auto Workers.

    Hoffman has a good ear for dialogue and a thorough knowledge of the industry, though he sometimes resorts to clichés when dealing with less familiar topics. Describing Bill Ford's background, for instance, he writes that Ford grew up in a "posh enclave" and attended a "prestigious" school, yet was "down-to-earth" enough to "rub elbows with the common man."

    The fortunes of American auto companies tend to rise and fall with the GDP, and Ford follows its own cycle of good and lean years. "Ford's history is a long list of stunning successes followed by epic failures, of against -- all -- odds comebacks that turn into retreats back into mediocrity and mismanagement," writes Hoffman.

    The company still has weak spots. Ford has been slow getting to China, U.S. market share is falling, and its first two global cars (Fiesta and Focus) have failed to excite. The true test of Mulally's tenure will be whether the changes he has put in place -- data-driven management, consistent application of agreed-upon principles, teamwork -- survive him. If Mulally ever gets around to retiring -- say around 2015 -- I look forward to adding Hoffman's sequel to my bookshelf.

阅读全文

相关阅读:

  1. 福特是否打算让林肯走凯迪拉克的品牌重塑之路?
  2. 谁将成为福特新任掌门人?
返回顶部
#jsonld#