工程范式:重构商业问题的解决路径
Mario Harik 认为,工程背景为解决商业问题提供了一套极其清晰的路径图(Roadmap)。在他看来,工程师的核心本质在于“建造”与“修复”,而商业世界每天面对的无非是需要解决的问题或需要实现的目标。他将工程设计过程(Engineering Design Process)直接平移至企业治理中:首先是识别问题或目标,接着围绕该特定对象收集海量数据,定义明确的需求,设计并构建解决方案,最后进行结果测试。这种严谨的、理性的思维方式和数据驱动的分析能力,正是运营一家大型物流公司的底层支撑。
然而,单纯的工程逻辑是不够的,管理的另一面是人际技能(People Skills)。当运行一家公司时,核心是领导团队,目标是确保团队成员能够成为“最好的自己”。将工程原则应用于团队管理,意味着团队将变得高度数据驱动(Data-driven),每个人都成为解决问题的专家,清晰地知道如何从 A 点到达 B 点。这种“工程框架 + 人际技能”的结合,正是他能够有效领导一家全球巨头运输公司的关键。
Original English Source
Well, I think engineering gives you a very good road map and a very good framework of solving problems. I have young kids and I always tell them whenever we have a something that gets broken or something we want to build, I always tell them what do engineers do? We say they build things and they fix things. And I think in the world of business, you're dealing every day with with either problems or goals you want to accomplish. And a engineering mindset gives you a framework of how to solve for these problems. If you think of the engineering design process, it's based on one identifying a problem or a goal. Then it's about collecting a lot of data around that particular problem or goal. Then defining your requirements. Then designing and building a solution and then eventually testing it for what the outcome would look like. And that discipline and rational thinking and datadriven analysis actually helps you in being able to run a company. Now the other side of that though is around people skills because when you run a company you're effectively you have teams of people and your goal is to make sure that they are the best versions of themselves and applying engineering principles to that also helps a lot. So then your team becomes very datadriven. Your team becomes problem solvers in terms of how being able to go from point A to point B of whether again whether it's a goal whether it's a problem you want to solve as well. So I think these are some of the early innings in terms of as I grew in my career engineering gave me that that framework to be able to solve problems and achieve goals. Couple that with people skills. This is what has enabled me to effectively run a trucking company.
战略执行的数字化:KPI 与二阶导数
作为 CEO,首要目标是制定总体战略(Overall Strategy)并创造股东价值。Harik 强调,制定战略本身就需要一套框架,而执行战略则依赖于对关键绩效指标(KPI: Key Performance Indicators)的严密监控。在 XPO,管理层每天都会痴迷于大约 10 个核心 KPI。
这里体现了典型的工程化深度:他们不仅关注 KPI 的一阶导数(即数值的变化,如增长了 2% 或 5%),更关注二阶导数(Second Derivative),即变化的速率或斜率。指标是在加速向好,还是在减速恶化?针对每一个指标,团队都有一套行动计划和项目清单,旨在将 KPI 从现状推向目标。为了实现这一点,必须依赖强大的现代化系统平台(Modern System Platform),确保能够获取实时信息,从而在趋势发生偏移时迅速做出反应。这种将战略分解为可量化、可实时追踪的输入项(Inputs)的做法,使得庞大的组织能够精准地朝着预定方向移动。
Original English Source
As a CEO, your first goal is to actually figure out what is your overall strategy? How are you going to be able to create a lot of shareholder value? To be able to deliver that as you define your strategy, you have to have a framework by which you define a strategy. Now once you have your strategy, you have certain elements associated with that where you have certain KPIs that you are monitoring on a daily, weekly, monthly basis. Then from that for every KPI in terms of being able to define how you go from one value to another value you need an action plan you need a solution for that. So that engineering mindset it's a problem solving mindset. I think high level if if you break it down as a business we have a plan, we have a strategy and by the way your plan cannot be very rigid. You have to be open to change that over time. Now for each one of these big levers then you have a number of KPIs that you are driving. Every single day, there's approximately 10 KPIs that that we that we monitor. And for each one of those KPIs, not only we look at the first derivative change of that KPI, the first derivative is it's up 5%. But also what the second derivative looks like, which is what's the slope? What's the rate of change? Is that KPI accelerating in the direction you want it to, or is it decelerating in the direction of in the the opposite direction? And then for each one of those you have an action plan, a list of projects or initiatives or actions that you are taking to take that particular KPI from point A where you are today to point B where you want it to be.
超越完美主义:人的因素与系统性反馈
工程思维往往倾向于追求完美(Perfection),希望流程严丝合缝。但 Harik 坦言,现实中的“人”并非如此运作。每个人都有自己的偏见、习惯和独特性。他认为管理者的职责不是将单一的框架强加于人,而是去相信每个人的闪光点,相信他们能够找到属于自己的方式来交付价值。
为了弥合这种差异,他建立了深度反馈循环。他经常深入一线码头,早起在休息室与司机和装卸工座谈。这种做法能够捕捉到 KPI 无法反映的真实信号——例如轮胎的型号、卡车配件的耐用性,甚至是技术设备(Handhelds)的易用性。他会将这些反馈记录在笔记本上,发给公司前 100 名负责人。这种从一线到顶层的直接反馈,往往会促使公司调整行动计划,甚至修正战略杠杆。
此外,他们利用 AI 视觉技术(AI Vision Technology)来辅助质量控制。例如,主管在关闭集装箱门前会拍照,AI 会自动识别货物是否绑扎牢固。这不仅是为了降低破损成本,更是为了给员工提供即时的教练辅导(Coaching)。当系统检测到异常时,目的不是惩罚,而是提升(Elevate)团队,通过数据和客观事实让员工看到改进的空间,从而在不产生防备心理的情况下实现技能进阶。
Original English Source
Now that on its own goes at odds with being able to manage people because as an engineer you're thinking perfection. You're thinking the process has to work just right. But the reality is people don't operate that way. We all have our own idiosyncrasies. We all have our own biases. So for me in terms of managing people, a lot of it goes back to looking at how they view solving a problem. Every person is different and every person in their own way they are beautiful. Their mind works in a beautiful way. And being able to take their own methods, their own way of thinking, believing in what's best in them is what creates the most amount of outcome. I spend a lot of time in the field. I actually like to go to our docks to our terminals where I get to sit with our drivers and dock workers and I sit in the break room and I tell them tell me what's going on in the business. It's really remarkable. What I typically do is actually have a notebook with me and every time I hear all these ideas, I write them down and then when I get back to the office, we actually put them in a email that I send to the top 100 people in the organization. Now moving forward, what we're also doing, we're actually using AI for that purpose. So every time we close a trailer door, a supervisor takes a photo of the trailer. And we're using AI to inform the quality of loading to be able to say that this pallet was not strapped to the wall of the trailer. It enables us to coach and train that person how they can be better at what they do. And usually people when they get better they actually see that very very positively as well.
高效会议与人才评估:群体的智慧
Harik 将高效会议视为组织的核心。他推行一系列硬性规则:禁用电子设备、全神贯注于发言者、鼓励基于事实的尊重性分歧。在重要的月度运营审查中,他们采用了一种独特的预读与排序机制:
- 会前一周发送材料和调查问卷。
- 与会者提交自己的核心结论(Takeaways)和问题。
- 所有人对所有提交的结论和问题进行打分排序(1-10分)。
- 会议首先讨论高分结论,通过这种方式汇聚跨部门的智慧( pricing, sales, tech, finance 等),打破信息茧房。
在人才管理上,他坚持高频评估,认为每年一度的绩效评估是远远不够的。他推崇 A/B/C 玩家分类法。判断一名员工是否为 A 玩家,有一个简单的心理测试:如果这名员工突然提出离职,你是否会感到胃部一阵痉挛(心痛与焦虑)?如果是,他就是核心人才;如果你感到庆幸并开始规划转型,那他就是 C 玩家。他认为,CEO 创造超额回报(Alpha)的最大杠杆就是团队中 A 玩家的密度,因为 A 玩家会互相推动,共同创造卓越的环境。
Original English Source
Generally every meeting starts by being very grounded in data where we send all the materials ahead of time. In some cases we source questions ahead of time from all the attendees of the meeting and they actually get to rank those questions in terms of importance and takeaways. What were the biggest takeaways that people had from the material that we sent out? Then when these takeaways and questions are ranked, this is where the magic happens because now automatically every person in the senior leadership team understands what are the good things and the bad things in that particular subject matter. I think performance reviews should be done on a daily and weekly basis. You got to give a person feedback that what you're doing here is fantastic and what you're doing here needs improvement. If an A player walks into your office and say Mario I took a job with another company... If the outcome out of that is feeling that you have a pit in your stomach that you go back home, you're talking to your wife and say, I don't know what I'm going to do. I just heard the most horrible news today. That is an A player. If somebody walks into your office and you're feeling that's good news. Actually, we're going to be able to upgrade talent. That's a C player. I personally think the biggest lever in creating a lot of alpha in business is who you have on the team.
风险、资本与成功:多维决策论
Harik 的性格和决策受其早年经历的深刻影响。他在内战时期的黎巴嫩长大,常在防空洞中度过夜晚,这种极端压力环境赋予了他独特的风险视角。尽管受工程教育影响他自认偏向风险厌恶(Risk averse),但他通过概率调整(Probability adjust)来重新审视风险:不应只看下行风险,而应量化上行收益的概率。
在资本配置(Capital Allocation)上,他遵循导师 Brad Jacobs 的教诲:不看支票的大小,只看资本部署后的回报率。例如在 2023 年竞争对手 Yellow 破产时,XPO 动用近 10 亿美元收购了 28 个战略性码头。这并非赌博,而是基于严密的数据分析——他们将对方的网络映射到自己的网络中,精确计算出哪些市场处于产能瓶颈、哪些市场的扩张能带来最高效率增量。
最后,他谈到了对“成功”的定义。成功不仅是公司市值的增长,更是个人潜力的充分实现,以及情感上的充实(Emotionally fulfilled)。他每天早上都会进行 15 分钟的“心智演练”,像棋手推演棋局一样,在脑海中快速模拟全天的决策路径。对他而言,最好的动力不是为了击败对手的“负面能量”(Dirty fuel),而是为了看到团队实现不可能的目标、为了改善员工生活而工作的“正面能量”(Clean fuel)。
Original English Source
I grew up in Lebanon in the 80s. During that time the country was at war. It teaches you a lot about about how you know when when you're under pressure. I think overall I would probably put myself in the more risk averse category but I think that's more of my engineering type education where as an engineer you're always assessing risk. However, if you look at the upside and you probability adjust the upside, it changes your perspective of how to deal with risk. One of the things I learned from Brad very early on as a CEO one of your most important part of the job is to make sure that you are allocating capital in a way that can create the most amount of shareholder value over time. It doesn't matter what the size of the check is. That's the only thing that matters which is the return you're going to get on the size of the check. I think it's definitely clean fuel is is the way I think about the world. Success for me is someone including myself realizing their full potential. Is being able to achieve what they can achieve with the tools, education, background that they have been given and to be the best version of themselves while doing so also being happy and emotionally fulfilled.