Author 丨 Sun Yu
Editor 丨 Kang Xiao
Produced by 丨Shenwang Tencent News Xiaoman Studio
"I never thought I'd have such a popular day in the company." An Alibaba B department insider told The Deep Web, "After MM (Dai Shan's name within Ali) took office, there have been many colleagues from the Tao Department who have come to inquire about the new boss's preferences. ”
If there is a value chain within Alibaba today, the bottom end of the value chain is undoubtedly the oldest B-series business, the above insider once described his position, "even the mascot of the department is almost robbed." ”
The change in status comes from an internal letter from Alibaba's chairman and CEO Daniel Zhang a month ago, when Alibaba made one of the most drastic structural changes in recent years:
Jiang Fan, who was once regarded as a prince by the outside world, let go of Ali's most important business lines Tmall and Taobao, and went to Southeast Asia to take charge of overseas markets; Dai Shan, the only one in the founding team of eighteen Luohans who was still in the front-line business, was responsible for the newly established China digital business sector.
In the past, the name Dai Shan was not known to many people because she was very low-key and rarely interviewed by the media. But the hidden master may start to get used to walking in front of the flash, because she has taken over the largest business system in Alibaba's history, covering Taobao (including Taobao, Tmall, Alimama), B2C retail business group, Taocaicai, Taote and 1688, while spanning Alibaba's core B-line and C-line businesses.
Several relevant people familiar with Alibaba told DeepNet that the successful introduction of Taote and Taocai in the B-series business should be one of the important reasons why Dai Shan can finally take over this sector.
On January 6, on the sixth day of officially serving as the president in charge of Alibaba China's digital business sector, Dai Shan made a subversive move and made important adjustments to Taobao, integrating the original Taobao business group and Tmall business group into three centers: in the user domain, the user operation and development center was established, with Yu Feng in charge; in the business domain, the industrial operation and development center was established, with Yang Guang in charge; and in the platform domain, the platform strategy and operation center was established, and Wang Mingqiang was responsible. The above three executives all reported directly to Dai Shan.
Personnel changes are the norm for Alibaba and almost all companies after the top move, but it is still surprising that they are so radical that they directly reunite Taobao and Tmall, which have been spun off for many years. Some relevant people told the "Deep Net" that this may mean that Alibaba will stop the strategy of traffic as king at least at the retail level, and truly think about the problem from the perspective of the B-end, that is, the upstream of the industrial chain.
New questions soon appeared, if Taobao Tmall is opened, can those small sellers who were once unable to enter because of Tmall's high threshold go to Tmall to open a store? Is it fair to put Tmall and Taobao sellers to compete under a unified platform and a unified service system?
Many years ago, Taobao Tmall shared the same entrance, and the contradiction between large sellers and small sellers quickly intensified, eventually triggering the "October Siege" incident. Will Tmall Taobao be used in the future? Or is Taobao Tmall? There are many difficult problems waiting for Dai Shan to solve.
Recast of the B Series
"It cannot be said that Jiang Fan's charge of overseas business is 'distribution frontier', but the business dai shan takes over must be the core of Alibaba's power." After the drastic changes in Alibaba's organizational structure, an internal employee told DeepNet, "In fact, think about it, who else can she be?" Executives who can take over such a huge business system either have no prestige or no will. ”
For those who are not so familiar with Alibaba's history, the first question may be, who is Dai Shan? For many people familiar with Alibaba's history, and even Alibaba insiders, another question quickly came to mind, why Dai Shan?
Many relevant people expressed doubts about the "Deep Web" after the appointment was released, and in Dai Shan's past work experience, there was no experience directly related to the Taobao business. Although a relevant person told the "Deep Web", "Sometimes some people joke that Dai Shan is just saying that learning to sing and singing occupies a 'loyal' word. But the person also admitted that under the existing conditions, Dai Shan is the best choice.
"First of all, Dai Shan's execution is very strong, the team integration ability is also good, and at the moment when more defense is needed, it should be Ali's best choice." A former employee of Alibaba's B department told DeepNet that there is not much contact with "MM", but she is very "capable" and "easy to contact".
Just as this "loyal" character evaluation, unlike many Internet company executives, Dai Shan's resume has only one company, that is, Alibaba.
In the winter of 1999, Dai Shan's university teacher sent an invitation to her to return to Hangzhou to start a company. "500 yuan per month, no Sundays and holidays, whether it will succeed or not is not known." This is the condition prescribed by the teacher. It looked a bit harsh, but it only took 5 minutes for Dai Shan and Jiang Fang and several other students to agree to the invitation.
Dai Shan's college teacher is named Jack Ma, and the company she founded is called Alibaba. In fact, Dai Shan is the last batch of students in Ma Yun's teaching career: after tutoring these students to complete the final English exam, Ma Yun put down the teaching whip and started an Internet business.
At Alibaba, Dai Shanhua's name is Su Quan, there is a nickname of the Internet in ancient times "Meimei", Alibaba No. 11 employee, once served as alibaba and Taobao senior vice president of human resources, has served as the group's chief talent officer and chief customer service officer.
However, during this time, Dai Shan's presence at Alibaba was not strong. It wasn't until 2007 that Dai Shan took over Alibaba's original business, B2B, as president of the B2B business line. This is the starting point of Alibaba's business to become an e-commerce giant, and the B2B model has helped Alibaba survive the Internet winter and achieve the company's goals of "making 1 yuan" and "making 1 million yuan per day" for the first time.
When Alibaba went public in Hong Kong in 2007, the B2B business was the cash cow of the entire group, and an old Alibaba employee once said to the "Deep Net", "In Alibaba, B2B is not only a cash cow, but also a dedication like a cow." ”
The data shows that until 2010, B2B's Chinese suppliers, Chengxintong and other businesses could contribute 60% of Alibaba's revenue.
But when Dai Shan took over, the B2B business situation had already changed dramatically. In February 2011, a large-scale counterfeiting incident broke out in the B2B business, and Ma Yun "tearfully cut off the horse", and Wei Zhe resigned. At that time, some alibaba group middle level said that Wei Zhe's biggest failure was not the poor handling of fraud incidents, but the ineffective 1688.com breakthrough of Ma Yun's layout, resulting in the B2B business not being able to find the next growth point.
On the foundation of the B2B business, Taobao, which has already given birth to the C2C model, Tmall with the B2C model, as well as new business lines such as alipay company Alipay, logistics company Cainiao, and Alibaba Cloud, have long been born.
Among these businesses, the B2B business is the least sexy one and the least imaginative one. Some Alibaba related people have directly said, "Binjiang Park (B2B business-based) is Alibaba's old and young border poor." ”
And today's latest story is somewhat similar, personnel adjustment and department integration has become the fastest card played by Dai Shan, Wang Hai, co-general manager of China's domestic trade division, Zhang Kuo, co-general manager of the international trade division of small and medium-sized enterprises, Wang Jianxun, general manager of the rural business department, etc. are all transferred by Dai Shan from various departments; once the core business supply of the B series was also integrated with the international station, Yidatong and other departments, which can provide a complete industrial chain for related businesses.
In the two years after the adjustment, the B2B business achieved double-digit growth in both revenue and profit. Daniel Zhang became the first alibaba in the actual sense, she and Jiang Fan became the two most important executives to report to it.
Subsequently, Dai Shan began to be responsible for the opening up of hema, village Tao, smart agriculture and other businesses, and successively hatched Taote and Taocai vegetables. Taote has gained 240 million users in just two years; Taocaicai has integrated a number of community group buying business lines within Alibaba, and has exceeded 13 million orders in November this year.
Still, for Dai Shan, taking over this sector is still a huge challenge. After all, in addition to the big Taobao, dai shan in this adjustment is also in charge of the B2C retail business group with the fastest revenue growth in Ali's various businesses, and is in charge of the entire business that accounts for two-thirds of Ali's revenue.
Three points in two
It seems that everything is repeating itself, Dai Shan has re-revitalized the B-series business that was once like a backwater through personnel transfer and organizational integration, and now Tmall and Taobao are also facing the loss of the sharpness they once had.
More than a decade ago, Lu Zhaoxi, known as the first prince of Alibaba, took over Taobao from Taobao's godfather Sun Tongyu, and Ma Yun asked him about his views on Taobao Mall, and Lu Zhaoxi, who was still the president of Alipay at the time, answered: "The mall still follows Taobao for a while." ”
Soon, China's first public e-commerce company appeared: on October 26, 2010, McColin was listed on the NASDAQ. Founded in 1996, the B2C company achieved a turnaround in 2004 and maintained a compound annual growth rate of more than 50%, which became its listing guarantee.
Only 6 days after McColin was listed, Taobao Mall, which focuses on B2C business, announced the independence of the domain name, after the Taobao Mall had already experienced Huang Ruo and Daniel Zhang two heads. When he was independent, the head of Taobao Mall business was Ye Peng, the former COO of Baidu and vice president of Taobao, and Daniel Zhang refocused on the work of Taobao CFO.
Alibaba, which had just experienced the impact of the global economic crisis, was in a difficult situation, with its core B2B business (which was mainly small commodities foreign trade at the time) growing at a standstill, and Taobao, which focused on C2C, was in the middle of a loss. The whole outside world is full of doubts about Alibaba, and the stock price performance is very poor.
The newly launched business "Taobao Mall" is mainly for large enterprises and brands. At this time, China's retail industry has not adapted to this emerging model, and it is very difficult to attract investment.
Although Ma Yun personally presided over the launch ceremony of the business and organized the team to push it, the brand owners who insisted on the inherent channels were very cautious about the e-commerce platform, and at the investment conferences or commodity fairs around the world, they almost rejected the invitation of the Taobao mall. In retrospect, hindsighters describe it as "the fear of trains in the early days of steam that the hens would not lay eggs" as "fearful of trains causing the hens to fall into eggs."
Only some Taobao big sellers originally intended to try this new model, but this status quo is difficult to satisfy Ma Yun. "Saving the Taobao mall is not because I want to do it, but I can't watch it die." I firmly believe that B2C is a big trend in the future. No one cares, then I will take care of it myself. Daniel Zhang recalled. When he took over, there were only more than 20 people left in the Taobao mall team.
Fortunately, a number of traditional enterprises have entered the starting line of the new era. Li Ning entered the Taobao mall in 2008, and the official flagship store quickly became the sales champion of all its stores. In April 2009, UNIQLO entered the Taobao mall, and in November, the monthly sales of UNIQLO's official flagship store exceeded 10 million yuan, which is a figure that japanese casual brands that have been working in China for seven years. Also added are well-known brands such as Lenovo and Jack Jones.
Years later, Daniel Zhang, who agreed with the separation of Taobao and Taobao Mall, laughed to the end in the battle for alibaba's second-generation leadership, defeated Lu Zhaoxi, who did not approve of the separation of families, and became the head of the entire Alibaba.
After relying on Double Eleven to help Taobao Mall (now renamed Tmall) gain a foothold in the entire Alibaba Group, Daniel Zhang transferred to the group's COO, and zhang Jianfeng, an old Alier, took over Tmall.
Only half a year later, Wang Yulei, the former second-in-command of Tmall, took the position and was responsible for Tmall and Juhuasuan business, and Zhang Jianfeng was in charge of Taobao. On March 6, 2015, Alibaba Group issued an announcement to remove Wang Yulei from the position of president of Tmall, and Zhang Jianfeng, president of Taobao Daniel Zhang.
This is the first time that Alibaba Group has integrated a Chinese retail platform, with one person planning and management of Taobao, Tmall and Juhuasuan. At the same time, this is also the seventh time that Tmall has changed coaches since it was officially launched in 2008.
After 9 months of Zhang Jianfeng's responsibility, the class committee system implemented Daniel Zhang replaced the president system, and the heads of various projects reported directly to the Daniel Zhang. In 2017, while Jiang Fan was appointed president of Taobao, Jingjie was newly appointed president of Tmall. A year and three months later, Jing Jie was transferred to Xiaoyaozi's assistant, Jiang Fan single-handedly supported two families, and Taobao Tmall returned to one person.
Before the business changes of Jiang Fan and Dai Shan, Alibaba handed over the last financial report of the year: revenue was 200.7 billion yuan, excluding the impact of the merger of Gaoxin retail, the revenue growth rate in the quarter was only 16%, the lowest since the listing in 2014; the net profit attributable to the company was 5.367 billion yuan, down more than 80% year-on-year, and the adjusted net profit decreased by 40% year-on-year. Ali's stock price then fell further, falling 11% on the same day, compared with the 2020 high.
The boots finally landed, Dai Shan joined the Tmall Taobao, and the two business lines that had been separated for many years were finally completely merged.
Taobao no longer transfuses Tmall
How to distinguish between Taobao and Tmall? One of the netizens' answers is quite intriguing, "You can find Tmall products on the Taobao App, but you can't find Taobao products on the Tmall App." ”
For many years, Taobao Tmall has been divided and merged, but there has been a continuous dark war behind it. Within Ali, there have always been two major factions, the Taobao school and the Tmall school. The Taobao faction believes that Taobao is the foundation of Ali, while the Tmall faction believes that it is the future. The two major factions "often fight" in order to compete for the internal resources of the group, after Taobao had to unconditionally support Tmall and support Tmall traffic, and has been playing the role of a traffic transfusionist on Alibaba's platform.
Before going public in the United States, Alibaba made a series of dazzling acquisitions and completed its cobweb-like layout in the Internet field. But in the eyes of the capital market, Tmall is still the top priority.
After Alibaba went public in the United States, it carried out unified planning and management of its Taobao, Tmall and Juhuasuan and integrated them into the "Alibaba China Retail Platform". At the same time, Tmall has adjusted the investment rules from the original application system to the targeted invitation system, which means that it will be more difficult to join the Tmall platform.
Behind these changes, Alibaba's core business model is hidden: traffic trafficking.
Everyone who has done Taobao operations knows that the right side of the homepage focus chart is the diamond booth, commonly known as the key word search called the through train, as well as the way of Taobao customers' website alliances, according to the turnover of the established commission, etc., which are advertising income.
In addition to advertising, another chunk of Alibaba's revenue comes from Tmall trading commissions. These two businesses make up the vast majority of Alibaba's business structure, which uses rich product information to gather traffic (so-called universal Taobao), and then distributes this traffic in the form of advertisements to all of its stores. The specific model is to charge online marketing and shop decoration fees to Taobao sellers, transaction commissions and online marketing fees to Tmall merchants, transaction commissions and "pit fees" to Juhuasuan sellers, membership fees, online marketing and value-added service fees to wholesalers in 1688 and Alibaba, and commissions to AliExpress merchants.
This business model was condensed into an English word "traffic" on the PPT unveiled at alibaba's roadshow.
In the history of Ali's rise, small and medium-sized sellers on the Taobao platform have contributed to it. According to Taobao's early sellers to the "Deep Net", most of the initial customers of Taobao stores came from the owner's own publicity, qq groups, forums, etc. are common marketing methods, at this time Taobao itself can produce very low traffic, social attention is not high.
However, as more and more small sellers enter the Taobao system, the traffic that a single seller can bring begins to overflow, and consumers begin to change from a single product and a single store to the demand of multiple brands and multiple stores, in which Alibaba has found huge business opportunities.
Under this business model, Taobao is responsible for attracting the attention of active buyers with many and complete, and sellers spontaneously, while the big brands on Tmall are responsible for buying those high-quality traffic at high prices, and this is the ultimate destination of these flows. From this perspective, it can be seen that the producers of Ali traffic are small sellers on Taobao, consumers are large and small sellers in the platform, and Ali takes all the profits.
Tmall is becoming more and more powerful within the Ali system, but Taobao, which produces traffic, is increasingly depleted. As early as 2008, when Taobao Mall was founded, it was faced with the contradiction of how small sellers and large merchants could share the same platform and entrance. At the end of 2011, before Taobao Mall changed its name to Tmall, it announced new regulations for investment promotion: the deposit was increased from the original unified 10,000 yuan to 50,000, 100,000 and 150,000 grades, and the technical service fee was increased from 6,000 yuan a year to 30,000 yuan and 60,000 yuan.
This directly drove most of the small and medium-sized sellers out of Tmall and triggered the famous "October Siege" incident. A small seller once told the "Deep Net" that "before the promotion form such as the through train appeared, the promotion effect and the proportion of benefits were very good, and the maximum investment and net profit could reach 2 to 8, that is, 20% of the total profit could be used for promotion, but as a large number of sellers entered this field, the promotion effect became worse year by year." ”
Even today, a considerable part of the traffic of Taobao merchants still comes from their own off-site operations, and many Taobao sellers have told the "Deep Web" that if they want to improve stickiness, "they must divert traffic in private domain fans and off-site, and the Taobao platform often tells us to rely on ourselves." ”
After several previous mergers, they were all managed by the president of Taobao, and some commentators believed that this was the Taobao faction that had the upper hand, because after Ali's successful listing, the performance pressure weakened, and the strategy shifted to "balancing the Ali ecology and returning to the base camp Taobao".
The latest structural adjustment is more thorough, and the Taobao Tmall backstage will be fully integrated to form a unified platform mechanism. Some relevant people told the "Deep Net" that this may mean that Alibaba will stop the strategy of traffic as king at least at the retail level, and truly think about the problem from the perspective of the B-end, that is, the upstream of the industrial chain.
According to the "Deep Web", the B series under the leadership of Dai Shan does not value short-term gains: in 2020, the 1688 platform was reported that 1688 related personnel wanted to take advantage of the marketing to attract traffic, but were stopped by Dai Shan, on the grounds that "1688 is essentially a platform for service enterprises, engaging in large traffic, short-term gains, not what 1688 should do." ”
This may partially solve the questions raised by some merchants about the Deep Web, "Who follows whom in this merger?" The answer, perhaps, is, at least not to follow the traffic anymore.
Daniel Zhang has said alibaba will become a two-wheel drive company for consumer Internet and industrial Internet. From this change, it can be seen that in the future, Taobao will be more responsible for the consumption of the Internet, and Taobao, which comes out of the B-end, may be more responsible for the industrial Internet.
Recruit veteran
In April 2020, Jiang Fan and Zhang Dayi appeared in peach news, and outside public opinion believed that for Jiang Fan, the worst result was to be ordered to leave his job and leave Alibaba directly; the middle result was to transfer to Alibaba's marginal business such as Alibaba Entertainment. Alibaba eventually characterized the Jiang Fan incident as having no benefits, which allowed Jiang Fan to continue to be responsible for Alibaba's core business: Tmall, Taobao, and Alimama. However, at that time, "Deep Net" had judged that in the future, with the stability of Tmall, Taobao business and management, it was not excluded that Jiang Fan would be arranged for internal rotation.
According to Alibaba's internal emails flowing out in early 2021, the Taozhi business has undergone extensive adjustments: Tang Xing is responsible for products and technologies; Yang Guang is responsible for the operation of Tmall merchants and industries; Liu Bo is responsible for platform commercialization, and the Alimama business group and Tmall merchant marketing center also report to him; the luxury operation center and charm hui business under Tmall's apparel and fashion business unit are merged into the Tmall import and export business group and reported to Liu Peng; and the Tmall brand marketing department reports to Dong Benhong, the group's CMO Taobao merchants and industry lines continue to be in charge of Zhang Kaifu.
Several Taobao executives who reported directly to Jiang Fan in the past turned to Tang Xing to report, including Yu Feng, head of Taobao's live broadcast and content ecology business department, and Qi Junsheng, head of the merchant platform business department, and Tang Xing continued to report to Jiang Fan. Taobao's innovative business Idle Fish also reported to Tang Xing after the departure of Chen Lei, the former general manager of the Idle Fish Business Unit.
In September last year, Yu Feng, the head of Taobao's live broadcast business, was replaced by Cheng Daofang. Yu Feng was transferred to the Consumer Operations Division of the Amoy Department, responsible for the interactive products of the store and mobile phone Taobao, both of which reported to Tang Xing.
According to the observation of "Deep Web", during the double eleven period in the past two years, the frequency of Jiang Fan's appearance has been reduced, and the external speech is mainly handed over to Yang Guang and Liu Bo. This may mean that Tmall and Taobao are on the right track, and It is the best time for Jiang Fan to leave.
After the merger of Tmall Taobao, some Ali insiders told the "Deep Net", "Merging similar items will inevitably mean the departure of a certain department, who will go?" Where to go? ”
The first to start adjusting is naturally the top level, just like the action in the B series, Dai Shan brought some new people, and her subordinates used veterans.
Among them, the most important is Wang Mingqiang, president of the original AliExpress business, who will be responsible for the business is the platform strategy and operation center, the internal letter shows that the center will be responsible for the design of the platform mechanism and rules, using a variety of intelligent means to achieve, and establish a full range of digital business operation product system, improve the merchant's insight into medium- and long-term consumer trends and the ability to respond quickly to consumer feedback.
In March 2018, Dai Shan was directly responsible for the AliExpress business as the president of the B2B business group, and Shen Difan, the former general manager of AliExpress, will be transferred to alibaba health CEO. A few months later, Wang Ming, who had been in charge of search and operation business at Taobao, emphasized that AliExpress was the general manager and began to partner with Dai Shan.
In the internal letter, Dai Shan's definition of Wang Mingqiang is "return" from AliExpress.
The other two responsible persons of the three major platforms are Jiang Fan's veterans: Yu Feng is responsible for the user operation and development center, and the open letter said that it will continue to optimize the consumer experience link from the user product level to bring consumers a simpler, smoother and more shopping experience; Yang Guang is responsible for the platform strategy center, and the open letter said that it will upgrade the platform mechanism, promote the wide application of intelligent technology, and establish a comprehensive digital business operation product system to improve the insight of merchants on medium- and long-term consumption trends and the ability to respond quickly to consumer feedback.
The new people come, the old people go.
According to the "Deep Net", Jiang Fan's status in the late era has improved, and Tang Xing, who has already reported from many business lines, and Zhang Kaifu, who is responsible for Taobao merchants and industry lines, will follow Jiang Fan's footsteps to the overseas digital business sector. According to the China Entrepreneur report, Tang Xing will serve as the CTO of the overseas digital business sector and the general manager of the AliExpress basic platform center; Zhang Kaifu will serve as the general manager of the aliexpress global cross-border business center. Their adjustments were also made on January 6.
At present, Alibaba has not publicly confirmed this personnel change.
In addition, it is worth noting that in addition to the three major platforms and Alimama, which has always been independent, there are two businesses directly reported to Dai Shan, namely Taobao Live Broadcasting, which is responsible for Cheng Daofang, and Taobao, a content ecological platform responsible for Qiancheng (Flower Name), which may mean that it will play a more important role in Taobao in the future of content production.
Core lines of business are more independent
2021 is not an easy year for Alibaba, the giant of China's e-commerce industry: in March, Taobao's daily active users and annual active users were successively surpassed by Pinduoduo; in April, Alibaba was heavily fined 18.228 billion yuan for implementing the "two-choice one" monopoly behavior; Li Yonghe, a capable general who Daniel Zhang high hopes, was implicated in the departure of female employees due to the "sexual assault incident" of female employees, and while the company's image was severely damaged, offline business continued to be in turmoil; Double Eleven handed over almost the worst answer sheet in recent years. The topic of the outside world's most concerned is the head anchor firing at L'Oréal.
For those familiar with Alibaba, restructuring is a common tactic used by industry leaders across multiple sectors when challenged. "Delay" once reported that between Daniel Zhang and nearly 20 business group presidents, Ali has added 4 big presidents in charge, namely Dai Shan, Zhang Jianfeng, Yu Yongfu and Jiang Fan, who are responsible for the four major sectors of China digital commerce, cloud and technology, life services and overseas digital commerce, and are the four core business executives of Ali.
But what is more noteworthy is that at the 2021 Investor Day event held at the end of last year, Wu Wei, chief financial officer of Alibaba Group, introduced that some of Alibaba Group's businesses, including "China Business", "Cross-border and Global Business", "Local Life Services" and "Cainiao" businesses, may also obtain their own external financing opportunities.
This may mean that these key businesses will be more independent, such as Daniel Zhang most important local life.
After becoming the actual and nominal leader of Alibaba, Daniel Zhang quickly announced a new round of organizational changes in the form of a full letter, and the "commercial operating system" became the focus of adjustment.
According to the "Deep Net", Alibaba's war investment department has also carried out a series of organizational upgrades subsequently, and all the investment departments scattered in various business entities (except for ant financial war investment department) are all assigned to the unified management of the group investment department, including Ele.me, Cainiao, Ali Health, Ali Pictures and other business line investment departments.
A veteran who has long observed Alibaba told The Deep Web that the significance behind this adjustment is Daniel Zhang from an executor to a real leader, "Ma Yun has established an online business empire through the China Iron Army, but after this adjustment, Daniel Zhang may have its own China Supply Iron Army in Ali through an offline business empire." ”
In the offline business layout, Daniel Zhang has long been in charge: in 2017, Alibaba invested HK$22.4 billion in Gaoxin Retail, and Huang Mingduan, chairman of RT-Mart, had not even met Ma Yun; the $9.5 billion acquisition of Ele.me, Daniel Zhang and Ma Yun also finalized the final acquisition through only one phone call. According to sources from within Alibaba, Daniel Zhang allocate at least one day a week to Alibaba's local life service company. Insiders have also told DeepNet that many executives and middle-level members of the powerful faction who are considered to be Daniel Zhang factions have been sent to support the local life business.
However, unlike Alibaba's online business traffic, which eventually flows to the Chinese retail platform with Tmall as the core, Alibaba's offline business system has always been a patched construction method, and as the business continues to advance, many offline businesses have claimed to have no upper limit on investment, but there is a lack of effective linkage between various sectors.
Alibaba, which already has 250,000 employees, has a complex management system, and cross-division business integration is the first problem in such a giant enterprise.
An insider who understands alibaba's history told The DeepNet, "In the early days of Alibaba, various departments were more sensible. Therefore, many business units can frequently transfer personnel or support and resources
But in recent years, as companies have become more formal and more regulated, there is now a clear division between departments.
According to the information obtained by the "Deep Net", in the future, Alibaba's various business lines, especially the companies planning to be listed independently, will set up more firewalls, an insider said, "In the future, ant, Alibaba Cloud, Cainiao and other more important subsidiaries will no longer have frequent personnel flows with Alibaba Group, and will also have stronger independence." ”
The full opening of the Tmall Taobao business group may be just the beginning, and the important business lines in the future may have stronger independent permissions.
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