company-operating-system

01 · Strategy & Steering: Strategy → Budget → KPIs & Performance → Review

The macro loop that decides where the company is headed, how resources are allocated, and how course corrections happen. This is the steering wheel for every management action in the company.


1. Strategy (Direction)

1.1 Direction: What to do and what not to do

The first job of strategy is trade-offs. It is not “do whatever makes money,” but “who we are, whom we serve, and whom we don’t serve.”

1.2 Competitor analysis (Porter’s Five Forces)

Force Key question Response
Existing rivals How intense is the competition? Differentiation / cost leadership
Potential entrants Threat of new players? Raise entry barriers (licenses / patents / scale)
Substitutes Is there an alternative? Lock in customer switching costs
Supplier bargaining power How strong is the upstream? Multi-sourcing / vertical integration / long-term contracts
Buyer bargaining power How strong are customers? Diversify customers / brand premium

1.3 Future variables / what stays constant

1.4 Betting / game theory

Strategy is, at its core, a bet against the market: you bet on a direction, and the market gives you feedback.


2. Budget (resource allocation)

The budget is strategy translated into numbers — it is not a finance-department matter.


3. KPIs & performance (driving execution at every level)

Company → department → individual: goals cascade down layer by layer.

KPI tree (adapted from the BIZOS design approach; ready to use as-is):

Company level: Net profit = Revenue − Costs − Expenses
├─ Revenue = Σ(sales by product line)
│   ├─ Sales = volume × unit price
│   │   ├─ New-customer revenue / existing-customer repurchase
│   │   └─ Contribution of product lines A/B/C
│   └─ Gross profit = Revenue × gross margin (gross margin is the ratio)
├─ Costs (operating costs, additive):
│   ├─ Materials (BOM cost / procurement cost-down rate)
│   ├─ Labor (direct labor / labor efficiency)
│   └─ Overhead (manufacturing overhead: depreciation / energy / maintenance)
└─ Cash flow: cash conversion cycle = AR payment terms + inventory days − AP payment terms
    (the smaller the better: collect sooner and pay later = healthier cash flow)

4. Review (the mechanism for recalibrating direction)

Frequency Meeting Content
Monthly Business review meeting Variance analysis: revenue / gross profit / cash flow vs. budget
Quarterly Strategy retrospective Direction calibration: market shifts, competitive dynamics, hypothesis testing
Annual Strategic planning session Reset plans, budget, and performance targets

Three questions for the review (not blame, but calibration):

  1. Did we hit the goals? (How big is the gap?)
  2. Why? (Attribution: market, execution, or wrong assumptions)
  3. What changes next? (Actions / resources / goal adjustments)

5. Advanced: Huawei’s BLM strategic management system (DSTE/BEM/PBC)

Huawei’s complete strategic methodology. There is an open-source skill on GitHub (chinaonlineNIU/huawei-blm-strategy); this section is the distilled core.

Core formula (heuristic, no fixed weights): outstanding performance = excellent strategy design × effective execution capability (strategy and execution multiply each other — if either is zero, the result is zero; but there is no official fixed 50/50 weighting)

⚠️ Concept hierarchy (to avoid confusion): BLM, DSTE, BEM, and PBC are not four modules at the same level — they are tools at different levels:

The BLM model:

Dimension Components Core question
Strategy (left brain) Market insight, strategic intent, innovation focus, business design What to do? Where to compete?
Execution (right brain) Key tasks, formal organization, talent, climate & culture How to do it? How to land it?
Foundation running through Leadership, values Who drives it? What guides us?
Closed loop Market results → new gaps → next cycle How did we do? How to improve?

Strategy is a closed loop driven by dissatisfaction:

The Five Views model (market insight):

View Content Tool
Macro Policy / economy / society / technology PEST
Industry Size / growth / structure Porter’s Five Forces, SPAN matrix
Customer Needs / pain points / buying behavior Customer scenario reconstruction
Competitor Rivals’ strategies / strengths & weaknesses / moves Competitive benchmarking
Self Capabilities / resources / gaps Internal capability assessment

Three horizons of growth (McKinsey’s classic model; 70/20/10 is a common reference split, not a fixed value from the original — resource allocation should vary by industry and stage):

Horizon Business Reference allocation Measured by
H1 Core business 60-80% Revenue / profit / share
H2 Growth business 10-25% Growth / new markets
H3 Emerging opportunities 5-15% Exploration & validation (new users / ecosystem / tech prototypes)

Two-track target method (a management design, not a Huawei-wide standard): must-achieve targets (completion ≥90%) + stretch targets (completion ≈50%). Note: this is a common OKR/goal-management design; set the specific completion thresholds to your own company culture.

BEM decoding chain: Strategy → CSFs (critical success factors) → KPIs → key initiatives → PBC (personal business commitments)

💡 Implementation advice: SMBs don’t need to copy Huawei wholesale, but the skeleton of “Five Views + three horizons + two-track targets + quarterly reviews” can be adopted directly.


Case summary

Company Approach Lesson
Huawei Full BLM/DSTE/BEM closed loop Strategy is institutionalized self-criticism
Amazon Bet on what stays constant (low price / speed / selection) Put resources behind what doesn’t change
BYD Technology fish pond + bet on electrification Keep the bet survivable, stay firm on direction
Laoganma Stay focused, don’t expand Trade-offs are strategy
Nokia Missed the smartphone What stays constant is customer need, not product form