AIがマネジメントを奪った今、 EMは何で価値を生むのか？/Now that AI has taken over management, how can Engineering Managers (EMs) create value?

執行役員・プロダクト開発部 部長の山口が、イベント「EM Meetup #20 〜AI時代における EM のキャリアと役割の再定義〜
」にて登壇した際の資料となります。

イベントページ：
https://engineering-manager-meetup.connpass.com/event/388254/

Transcript

1. AI͕ϚωδϝϯτΛୣͬͨࠓɺ EM͸ԿͰՁ஋ΛੜΉͷ͔ʁ 2026/04/16ɹגࣜձࣾϫϯΩϟϦΞ ࢁޱ୓໻
2. $BSFFS झຯ ͻͱ͜ͱ Copyright © ONE CAREER Inc. All Rights Reserved. 2 ࣗݾ঺հ ONE CAREER Inc . ࣥߦ໾һ / ϓϩμΫτ։ൃ෦ ෦௕ झຯ Career ͻͱ͜ͱ ࢁޱ ୓໻ ex-޿ࠂ୅ཧళ὎ex-໊ݹ԰ͷελʔτΞοϓ὎ݱ৬ ΞϝϦΧϯϑοτϘʔϧʢ͍·ͩʹݱ໾ʣ ຊ೔͸ΑΖ͓͘͠ئ͍͠·͢ʂ https://x.com/yamat47 https://github.com/yamat47
3. Copyright © ONE CAREER Inc. All Rights Reserved. ϛογϣϯ 3 3 ਓͷ਺͚ͩɺ ΩϟϦΞΛͭ͘Δɻ ଟ͘ͷਓʹͱͬͯ࢓ࣄ͸ਓੜͰ࠷΋࣌ؒΛ౤ࢿ͢Δର৅Ͱ͋Δʹ΋ؔΘΒͣɺ ࢓ࣄબͼʹؔͯ͠͸ҙࢥܾఆͷج४ͱͳΔΑ͏ͳσʔλ͕গͳ͘ɺ ͍·ͩʹब৬͔ͯ͠Βޙչ͢Δਓ͕ޙΛઈͨͳ͍ঢ়گͰ͢ɻ ࢲͨͪ͸ɺ͢΂ͯͷݸਓͷΩϟϦΞʹ޲͖߹͍ɺΩϟϦΞσʔλΛूΊɺ ଟ༷Խ͢Δੈͷதʹ͓͍ͯ࢓ࣄબͼͱ࠾༻׆ಈΛΞοϓσʔτ͍͖ͯ͠·͢ɻ
4. Copyright © ONE CAREER Inc. All Rights Reserved. ࣄۀ಺༰ 4 5 ͜Ε·ͰՄࢹԽ͞Ε͍ͯͳ͔ͬͨʮΩϟϦΞσʔλʯΛऩूɾ׆༻͠ɺब৬ɾ࠾༻ͷҙࢥܾఆΛαϙʔτɻ αʔϏεҰཡ 4 1. த్࠾༻ͷސ٬޲͚αʔϏε͸ਓࡐ঺հɺϝσΟΞαʔϏε౳Λఏڙɻ
5. Copyright © ONE CAREER Inc. All Rights Reserved. ࣄۀ಺༰ 5 ࣄۀ֦େͷํ޲ੑ 5 AIͷ׆༻Λ౔୆ʹɺʮϓϥοτϑΥʔϜ਺ʯʮ঎඼਺ʯʮऔҾࣾ਺ʯͷ3࣠Ͱɺࣄۀن໛Λ֦େ͢Δɻ
6. ໨࣍ Copyright © ONE CAREER Inc. All Rights Reserved. 6 • ͸͡Ίʹ • ௚ۙى͖ͭͭ͋ΔมԽ • AI࣌୅ͷEMͱͯ͠΍Δ΂͖͜ͱ • ·ͱΊ
7. ໨࣍ Copyright © ONE CAREER Inc. All Rights Reserved. 7 • ͸͡Ίʹ • ௚ۙى͖ͭͭ͋ΔมԽ • AI࣌୅ͷEMͱͯ͠΍Δ΂͖͜ͱ • ·ͱΊ
8. Copyright © ONE CAREER Inc. All Rights Reserved. ͍͔࣭ͭ͘໰Λ͍ͤͯͩ͘͞͞ʂ 8
9. Copyright © ONE CAREER Inc. All Rights Reserved. Q1.ʮEMConf JP 2026ʯʹ͸ࢀՃ͞Ε·͔ͨ͠ʁ 9
10. Copyright © ONE CAREER Inc. All Rights Reserved. Q2. ॴଐ͍ͯ͠ΔձࣾશମʗΤϯδχΞͷن໛͸ʁ 10
11. Copyright © ONE CAREER Inc. All Rights Reserved. Q3. ։ൃ΁ͷؔ༩౓ͱϚωδϝϯτମ੍ʹ͍ͭͯ 11
12. Copyright © ONE CAREER Inc. All Rights Reserved. ͸͡Ίʹ 12 AIʹΑΔήʔϜϧʔϧͷܹม ੜ੒AI΍ΤʔδΣϯτͷ୆಄ʹΑΓɺϚωδϟʔͷۀ຿ͷ͋ΒΏΔྖҬͰ׆༻͕ਐΈมԽ͕ى͖͍ͯΔɻ EM͔ΒICʢIndividual Contributorʣʹ໭ͬͨํ΋ https://speakerdeck.com/yug1224/2026-03-04 https://speakerdeck.com/sudoakiy/emkaraxian-chang-nili- tutejian-eta2026nian-nokai-fa-zhe-shi-dian
13. Copyright © ONE CAREER Inc. All Rights Reserved. ͸͡Ίʹ 13 มΘΒ͵ຊ࣭ ҰํͰʮ։ൃͰࣄۀΛ੒௕ͤ͞Δʯͱ͍͏ήʔϜࣗମ͸มΘ͍ͬͯͳ͍ɻήʔϜʹ͓͚Δϧʔϧ͕ܹม͚ͨͩ͠ɻ ౤ࢿՈ גࣜձࣾ ग़ࢿ རӹΛؐݩ ։ൃ౤ࢿ EM ܦӦਞ มΘΒ͵ຊ࣭ɿࣗࣾͷࣄۀߏ଄Λཧղ͠ɺ։ൃΛ௨ͯ͡རӹΛ࠷େԽ͍ͯ͘͠
14. Copyright © ONE CAREER Inc. All Rights Reserved. ϧʔϧ͕มΘͬͨࠓɺ ͜Ε·ͰͷϚωδϝϯτܦݧΛͲ͏࠶దԠͤ͞Δ΂͖͔ʁ 14
15. ໨࣍ Copyright © ONE CAREER Inc. All Rights Reserved. 15 • ͸͡Ίʹ • ௚ۙى͖ͭͭ͋ΔมԽ • AI࣌୅ͷEMͱͯ͠΍Δ΂͖͜ͱ • ·ͱΊ
16. Copyright © ONE CAREER Inc. All Rights Reserved. ཁ݅ɾઃܭ ࣮૷ ཁ݅ɾઃܭ ࣮૷ ௚ۙى͖ͭͭ͋ΔมԽ 16 ᶃ ϘτϧωοΫͱͳΔϑΣʔζ͕ɺ࣮૷͔Βʮҙࢥܾఆʯ΁ AIʹΑ࣮ͬͯ૷଎౓্͕͕ͬͨ݁Ռɺ։ൃϓϩηεશମͷϘτϧωοΫ͸ϨϏϡʔͱ͍ͬͨʮҙࢥܾఆʯʹҠಈɻ Before After ͜Ε·Ͱͷ։ൃϓϩηε AI׆༻ʹ͓͚ΔมԽ ϨϏϡʔ ϦϦʔε ɹ ςετ ϘτϧωοΫ ϨϏϡʔ AIͰޮ཰Խ ৽ͨͳϘτϧωοΫ ϦϦʔε ςετ ਓͷ൑அ͕௥͍͔ͭͳ͍ ͕͔͔࣌ؒΔ
17. Copyright © ONE CAREER Inc. All Rights Reserved. ௚ۙى͖ͭͭ͋ΔมԽ 17 ᶄ ௚઀؅ཧ͔Βʮؒ઀Ϛωδϝϯτʯ΁ͷҠߦ AIʹΑͬͯΤϯδχΞ͸ʮ༏ल͕ͩهԱྗͷͳ͍ɺແݶͷ෦ԼʢAIʣʯΛଋͶΔϚωʔδϟʔͱͳͬͨɻ ͦͷͨΊɺEM͸ϚωʔδϟʔʢΤϯδχΞʣΛࢧ͑Δʮؒ઀Ϛωδϝϯτʯ΁ࢹ఺ΛҾ্͖͛Δඞཁ͕͋Δɻ Before After ௚઀؅ཧ ؒ઀Ϛωδϝϯτ EM ΤϯδχΞ ΤϯδχΞ ΤϯδχΞ ख࡞ۀɾίʔσΟϯά λεΫׂ౰ɾਐḿ֬ೝͳͲ EM ΤϯδχΞʢMgr) ΤϯδχΞ(Mgr) ΤϯδχΞ(Mgr) Ϛωδϝϯτࢧԉ ϓϩϯϓτɾࢦࣔɾϨϏϡʔ ࢦࣔΛ΋ͱʹߴ଎ʹΞ΢τϓοτ ࢹ఺͕Ұஈ্ʹʂ
18. Copyright © ONE CAREER Inc. All Rights Reserved. ٕज़෦໳ ैདྷͷϝΠϯ ௚ۙى͖ͭͭ͋ΔมԽ 18 ᶅ ϓϩηε؅ཧத৺͔Βʮࣄۀߩݙʯத৺΁ ݩʑEM͸ɺܦӦͷ౤ࢿޮ཰ΛߴΊΔ੹೚Λෛ͏ଘࡏɻ ͨͩैདྷͷEM؅ཧۀ຿ͷඞཁੑ͕ॖখ͖ͯͨ݁͠ՌɺΑΓҰ૚ࣄۀʹର͢Δߩݙ౓͕ٻΊΒΕ͍ͯΔɻ ग़ࢿ རӹͷؐݩ औక໾ձ ΑΓ޿ٛతɾ͔ͭຊ࣭తͳߩݙൣғ EM ΤϯδχΞ ܦӦ גࣜձࣾ ʓʓ෦໳ ैۀһ ࣥߦ໾һ ࣥߦ໾һ ౤ࢿՈ
19. Copyright © ONE CAREER Inc. All Rights Reserved. ௚ۙى͖ͭͭ͋ΔมԽ 19 ᶅ ϓϩηε؅ཧத৺͔Βʮࣄۀߩݙʯத৺΁ ۩ମతʹ͸ɺ౤Լ͢Δ։ൃඅ༻ʢ޻਺ɺਓɺݚڀ։ൃɺج൫ ͳͲʣʹରͯ͠ɺ ͲΕ͚ͩͷརӹ͕ݟࠐΊΔ͔Λ౤ࢿରޮՌͱͯ͠ࢉग़͠ɺܦӦਞʹઆ໌͢Δ੹೚͕ٻΊΒΕΔɻ ܦӦਞ ౤ࢿରޮՌΛઆ໌ ଥ౰Ͱ͋Ε͹౤ࢿ EM ౤ࢿऩӹ཰ʢROIʣ [ˋ] རӹ ʢRevenueʣ ౤ࢿֹۚ ʢCost of Investmentʣ 100 × ʹ
20. ໨࣍ Copyright © ONE CAREER Inc. All Rights Reserved. 20 • ͸͡Ίʹ • ௚ۙى͖ͭͭ͋ΔมԽ • AI࣌୅ͷEMͱͯ͠΍Δ΂͖͜ͱ • ·ͱΊ
21. Copyright © ONE CAREER Inc. All Rights Reserved. AI࣌୅ͷEMͱͯ͠΍Δ΂͖͜ͱ 21 ᶃ ҙࢥܾఆͷϘτϧωοΫԽɿϋʔωεΤϯδχΞϦϯά ΤʔδΣϯτϋʔωεͱ͸ɺAIΤʔδΣϯτͷಈ࡞Λ੍ޚɾ؅ཧ͢ΔΠϯϑϥج൫ͷ͜ͱɻ ϋʔωεΛ੔උ͢Δ͜ͱʹΑΓɺAIʹࣗ཯తͳλεΫ਱ߦΛ௕࣌ؒߦΘͤΔ͜ͱͰ։ൃεϐʔυΛߴΊ͍ͯ͘ɻ Ҿ༻ɿΤʔδΣϯτϋʔωεͱAIϚωʔδυαʔϏε/෱ౡྑయʢLayerXʣ (https://note.com/fukkyy/n/n1d8fce44e67a)
22. Copyright © ONE CAREER Inc. All Rights Reserved. AI࣌୅ͷEMͱͯ͠΍Δ΂͖͜ͱ 22 ᶄ ؒ઀Ϛωδϝϯτɿ૊৫֦େʹ޲͚ͨҭ੒ɾ࠾༻ͷΞοϓσʔτ ೋॏ؅ཧʹΑΔΦʔόʔϔουΛ๷͙ͨΊɺΤϯδχΞ͕ࣗ཯తʹಈ͚ΔΑ͏ϙϦγʔͱ࢓૊ΈͰ૊৫Λಈ͔͢ɻ ·ͨɺ࠾༻ʹ͓͍ͯ΋ࣗ཯తʹࢥߟɾߦಈͰ͖ΔਓࡐΛ࠾༻͍ͯ͘͜͠ͱ͕ඞཁɻ ΤϯδχΞ(Mgr) ΤϯδχΞ(Mgr) ΤϯδχΞ(Mgr) ϙϦγʔΛ΋ͱʹࣗ཯తʹ՝୊Λઃఆɾࢥߟ͠ɺAIʹࢦࣔɾϨϏϡʔ EMʢؒ઀Ϛωδϝϯτʣ ϙϦγʔʢՁ஋؍ɾ൑அج४ʣͷڞ༗ɹˍɹ࢓૊ΈʢAIج൫ʣͷ੔උ ʮࣗ཯ۦಈՄೳͳΤϯδχΞʯ Λҭ੒ɾ࠾༻
23. Copyright © ONE CAREER Inc. All Rights Reserved. AI࣌୅ͷEMͱͯ͠΍Δ΂͖͜ͱ 23 ᶅ ࣄۀߩݙɿROICʢ㲈 ࣄۀੜ࢈ੑʣʹجͮ͘ҙࢥܾఆ ࣄۀʹ͓͚Δརӹ཰Λਖ਼͘͠ଊ͑ΔͨΊʹ͸ɺࣄۀʹ౤ͨ͡ࢿຊ͕ͲΕ͚ͩຊۀͷརӹΛੜΈग़͍ͯ͠Δ͔ΛଌΔ ඞཁ͕͋Δɻͦͷ؍఺Ͱ࠷దͳࢦඪ͸ROICͰ͋ΓɺROA΍ROEʹൺ΂ͯΑΓ७ਮʹࣄۀͷੜ࢈ੑΛධՁͰ͖Δɻ ࢿ࢈ ିआରরද ʢBSʣ ७ࢿ࢈ ଛӹܭࢉॻʢPLʣ ച্ߴ ੫Ҿޙ Ӧۀརӹ ച্ݪՁ ൢ؅අ ๏ਓ੫ͳͲ ࣄۀෛ࠴ ༗རࢠ ෛ࠴ ROICɹʹ ੫ҾޙӦۀརӹ ʢNOPATʣ ౤Լࢿຊ ࣄۀੜ࢈ੑ ROIC
24. Copyright © ONE CAREER Inc. All Rights Reserved. AI࣌୅ͷEMͱͯ͠΍Δ΂͖͜ͱ 24 ᶅ ࣄۀߩݙɿROICʢ㲈 ࣄۀੜ࢈ੑʣʹجͮ͘ҙࢥܾఆ ROICͷ޲্ʹ͸ɺ੫ҾޙӦۀརӹͷ૿Ճͱ౤Լࢿຊͷѹॖ͕ඞཁɻ͜ͷߏ଄Λཧղ͠ɺ ೔ʑͷ։ൃ׆ಈΛʮͲ͏རӹΛߴΊɺࢿຊΛ࠷దԽ͢Δ͔ʯͱ͍͏ࢹ఺Ͱଊ͑Δ͜ͱ͕ٻΊΒΕ͍ͯΔɻ ੫ҾޙӦۀརӹ ʢNOPATʣ ౤Լࢿຊ ※ ‑ ROIC‐ɹʹ ‐ ച্ ‐ අ༻ ‑ ݻఆࢿ࢈ ‑ ӡసࢿຊ ‑ ։ൃίετͷ࡟ݮ ࢿ࢈ܭ্/අ༻Խ൑அ ෆཁͳࢿ࢈ͷ૿Ճ཈੍ ༗ܗɾແܗݻఆࢿ࢈ͷ؅ཧ Ϣʔβʔ՝୊ղܾ΍ຬ଍޲্ʹ௚݁ͨ͠ػೳ։ൃ ܧଓར༻ɾΞοϓηϧΛଅਐ͢Δվળ ຊ൪ো֐ɾτϥϒϧͷ࡟ݮͰमસඅෛ୲ͷ௿ݮ AI׆༻ʹΑΔੜ࢈ੑ޲্ ϓϩηεվળʹΑΔੜ࢈ੑ޲্ ࢿ࢈ܭ্Ͱ͖Διϑτ΢ΣΞ౤ࢿɾਖ਼͍ࠜ͠ڌ͚ͮ ঈ٫ෛ୲Λݟਾ͑ͨத௕ظͷ։ൃܭը ۀ຿ϑϩʔվળɾࣗಈԽͳͲͰ༨ܭͳࢿ࢈Λ࣋ͨͳ͍ ݹ͍ιϑτ΢ΣΞ΍༡ٳαʔόʔͷഇغɾ੔ཧ ҡ࣋͞ΕΔࢿ࢈͕ຊ౰ʹඞཁ͔ఆظతʹݟ௚͠ ऩӹੑͷߴ͍։ൃ Πϯϑϥඅ༻ͷ࠷దԽɾແବͷഉআ ΞʔΩςΫνϟ΍ϦϑΝΫλϦϯάͰอकίετ࡟ݮ ӡ༻ίετͷ࡟ݮ ΤϯδχΞࣗ਎ͷεΩϧΞοϓʹΑΔੜ࢈ੑ޲্ େن໛౤ࢿϦεΫΛճආ ֦ுੑɾॊೈੑ͋ΔઃܭͰ։ൃෛ࠴Λੜ·ͳ͍ ※ ౤Լࢿຊ͸ඞͣ͠΋Լ͛Δ͜ͱ͕ຊ࣭Ͱ͸ͳ͍ɻ࠷దͳ ࢿຊͰརӹΛ૑ग़͢Δ͜ͱ͕ॏཁɻ
25. Copyright © ONE CAREER Inc. All Rights Reserved. AI࣌୅ͷEMͱͯ͠΍Δ΂͖͜ͱ 25 ᶅ ࣄۀߩݙɿROICʢ㲈 ࣄۀੜ࢈ੑʣʹجͮ͘ҙࢥܾఆ ৄ͘͠͸ɺҎԼͷࢿྉʹͯઆ໌͍ͯ͠·͢ʂ https://speakerdeck.com/onecareer_tech/kai-fa-sheng-chan-xing-dehanaku-shi-ye-sheng-chan-xing-kosogaben-zhi-roicdeniu-jie-ku-kai-fa-no-jia-guli-nozui-da-hua
26. ໨࣍ Copyright © ONE CAREER Inc. All Rights Reserved. 26 • ͸͡Ίʹ • ௚ۙى͖ͭͭ͋ΔมԽ • AI࣌୅ͷEMͱͯ͠΍Δ΂͖͜ͱ • ·ͱΊ
27. Copyright © ONE CAREER Inc. All Rights Reserved. EMͷ৽ͨͳओઓ৔ 27 αϚϦɿAI࣌୅ͷEMͱͯ͠΍Δ΂͖͜ͱ ʮϋʔωεΤϯδχΞϦϯάʯʹΑΔҙࢥܾఆεϐʔυͷվળ ̍ ૊৫֦େʹ޲͚ͨҭ੒ɾ࠾༻ͷΞοϓσʔτ 2 ROICʢ㲈 ࣄۀੜ࢈ੑʣʹجͮ͘ҙࢥܾఆ 3
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29. Copyright © ONE CAREER Inc. All Rights Reserved. 29 ̭ AIͷར༻ྉ͕ࠓͷ10ഒ or 1/10ʹͳͬͨΒʁ ࣗࣾͷΤʔεʹඖఢ͢ΔϞσϧ͕ొ৔ͨ͠Βʁ ʮηΩϡϦςΟ͕ා͍͔Βར༻NGʯͱݴΘΕͨΒʁ
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31. Copyright © ONE CAREER Inc. All Rights Reserved. EMͱͯ͠ৗʹϧʔϧͷมԽʹ͍ͪૣ͘࡯஌͠ ໾ׂɾఏڙՁ஋Λ࠶ղऍ͠ଓ͚Δ͜ͱ͕ॏཁ 31
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