印孚瑟斯Infosys Ltd. (INFY) 2004年年度报告「NYSE」.pdf

1、Annual Report 2003-04New Game.New Rules.“One cannot manage change.One can only be ahead of it.”Peter DruckerIn the cacophony of our information-intensive society,it is always easyto read too much into every little thing.Phrases like inflection point ortipping point are dropped with merry abandon.Eve

2、ry tiny innovationis deemed a game changer.The desperate search to get mindshare in asociety weighed down by sensory overload urges business strategistsand companies to often make mountains out of molehills.The opposite is true too.As far reaching technological and businesschanges sweep the world,it

3、 is sometimes comforting for a companyto stick to its strategy,like a child clings to a familiar blanket.While thepower of the new idea or the new business model is understoodintellectually,the response is much too slow,too small and tooineffectual.As dissonance between a companys Theory of the Busi

4、nessand its dramatically changing external landscape increases,it canlanguish and die.The challenge,therefore,is to be able to make the critical judgment:to sift through the babble of strategy,and to focus on those secularchanges which will make an inexorable shift and bring forth newbusiness models

5、.It is to anticipate the next mega trend,and yet not getdistracted by the noise of a hundred talking heads.When we retest our assumptions in our business,and separate thewheat from the chaff,it is abundantly clear that our world has changed.The Global Delivery Model that has been at the heart of our

6、 executionis more than just a way of getting work done offshore.It is a genuinebusiness innovation that delivers a superior value proposition at higherquality and lower cost.By leveraging global capacity,global resourcesand global strengths,it creates new degrees of freedom that putincumbent models