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題名 SO計分卡、平衡計分卡與CRM之設計及實施-以傳統糕餅店為例
The Design and Implementation of SO-Scorecard, Balanced Scorecard and CRM- A Case Study of Traditional Bakery
作者 陳銘陽
Chen, Ming-Yang
貢獻者 吳安妮
Wu, An-Ne
陳銘陽
Chen, Ming-Yang
關鍵詞 SO計分卡
平衡計分卡
顧客關係管理
微型企業
文化創意產業
SO-Scorecard
Balanced Scorecard
CRM
Micro-enterprise
Cultural and Creative Industry
日期 2021
上傳時間 1-Jul-2021 16:56:37 (UTC+8)
摘要 企業在漫長的經營過程中,也許會獲得短期的階段性成就,但若是管理階層沒有持續努力地發想創新策略,企業將會在快速變遷的市場中逐漸被淘汰。藉由SO計分卡的分析,企業能夠快速地審視外在機會與內部優勢,並制定出相應的創新策略方向,而在制定出創新策略方向後,企業可經由平衡計分卡的設計與實施來幫助創新策略順利且有效的執行。
本研究欲以個案研究法來對傳統糕餅店轉型成文化創意產業之SO計分卡與平衡計分卡的設計與實施進行探討。在與管理階層討論的過程中確立個案公司之使命、願景與價值觀,再經由SO計分卡之分析,找到適合個案公司之創新策略方向。有了創新策略方向後進入到平衡計分卡之設計,藉由因果關係的方式將創新策略逐一展開成更加明確得以執行的日常作業。在執行平衡計分卡的過程中,需要進行策略性衡量指標與目標值之搜集,目的在於監督與評估創新策略之落實程度,而由於個案公司長年缺乏顧客資訊這項重要訊息,會導致衡量指標與目標值搜集困難,進而影響平衡計分卡的效果。故本研究亦將為個案公司設計顧客關係管理(CRM)來幫助個案公司順利搜集策略性衡量指標與目標值,使個案公司之平計分卡實施更加順利。
In the long course of operation, enterprises may obtain short-term and staged achievements, but if the management does not make continuous efforts to develop innovation strategies, the enterprise will be gradually eliminated in the rapidly changing market. Through the analysis of the SO-scorecard, companies can quickly scan external opportunities and internal advantages, and formulate the corresponding innovation strategy direction. After formulating the innovation strategy direction, the company can design and implement the Balanced-scorecard to help the smooth and effective implementation of innovation strategies.
This research intends to incorporate the element of cultural and creative into the traditional bakery ,and discuss the design and implementation of the SO scorecard and the BSC of traditional bakery with a case study method .The process of discussion with the management, establish the mission, vision and values of the case company, and then through the analysis of the SO scorecard to finds the suitable innovative strategy direction for the case company suitable.With the direction of the innovation strategy, we can get start the design of the BSC. By means of causality, the innovation strategy is expanded one by one into more clear and executed daily tasks. In the process of implementing the BSC, it is necessary to collect strategic measurement indicators and target values. The purpose is to monitor and evaluate the implementation of the strategies. However, due to the lack of customer information, which is important to the case company. It is difficult to collect the target value, which affects the effect of the BSC. Therefore, this research will also design CRM for the case company to help them successfully collect strategic measurement indicators and target values, and make the implementation of the BSC smoother.
參考文獻 一、中文部分:

吳安妮,2017,談以SO計分卡形成「創新策略」,哈佛商業評論全球繁體中文線上專欄。

吳安妮,2018,策略形成及執行-以BSC為核心為企業創造「利」與「力」,台北:臉譜出版社。

吳思華、楊燕枝,2005,文化創意產業的價值創造形塑之初探,行銷評論,第2卷,第3期:313-338。

吳翊菱,2015,台灣糕餅業品牌國際精品化之研究:以微熱山丘為例,淡江大學國際企業學系碩士班碩士論文。

周清源,1992,中國傳統食品文化介紹:糕與餅之區別,烘焙工業,第43期(5月):38。

周清源,1996,中式傳統糕餅糕點之發展,食品市場資訊,第8504期(4月):6-9。

袁世珮、丁惠民譯,Anderson, K., and C. Kerr,2001,客戶關係管理,台北:美商麥格羅希爾國際股份有限公司台灣分公司。

黃士杰,2013,跨國企業在地化策略:星巴克周邊商品與特色門市文化創意元素分析,國立政治大學廣告學系碩士班碩士論文。

黃聖傑,2005,體驗行銷於文化創意產業之應用,國立政治大學企業管理學系碩士班碩士論文。

英文部分:

Anderson, K., and C. Kerr. 2001. Customer Relationship Management, New York: McGraw Hill.

Brown, T., P. Bush, and L. Norberg. 2001. Building Executive Alignment, Buy-In, and Focus with the Balanced Scorecard SWOT , Balanced Scorecard Report 105(5): 3-5.

Chesbrough, H. 2006. Open Business Models: How to thrive in the new innovation landscape. Harvard Business School press.

Dziurski, P. 2016. Success in Creative Industries: A discussion about critical success factors, Journal of management and financial sciences 9(1):87-100.

Kaplan, R., and D. Norton. 2001. The Strategy-Focused Organization: How Balanced Scorecard Companies Thrive in the New Business Environment. Harvard Business School Press.

Kaplan, R., and D. Norton. 2004. Strategy Maps: converting intangible assets into tangible outcomes , Harvard Business School Press.

Payne, A., and P. Frowa. 2005. A strategic framework for Customer Relationship Management, Journal of Marketing 69(10):167-176.

Pisano, G. 2015. You need an innovation strategy, Harvard business review.

Porter, M. 1990. The Competitive Advantage of Nations, New York: Free Press.

Perkins, M., A. Grey, and H. Remmers. 2014. What do we really mean by “Balanced Scorecard”? International Journal of Productivity and Performance Management 63 (2):148-169.

Rogers, E. 1962. Diffusion of Innovations, New York: Free Press of Glencoe.

Savastano, M., F. Bellini, F. Ascenzo, and M., Marco. 2019. Technology adoption for the integration of online-offline purchasing: Omnichannel strategies in the retail
environment, International Journal of Retail & Distribution Management, 47(6):474-492.

Seybold, P. 2001. Get inside the lives of your customers, Harvard business review.

Tzuo, T., and G. Weisert. 2018. Subscribed: why the Subscription Model will be your company’s future and what to do about it, New York: Penguin Random House.

Verganti, R. 2009. Design-Driven Innovation : changing the rules of competition by radically innovating what things mean, Harvard Business Press.
描述 碩士
國立政治大學
會計學系
108353022
資料來源 http://thesis.lib.nccu.edu.tw/record/#G0108353022
資料類型 thesis
dc.contributor.advisor 吳安妮zh_TW
dc.contributor.advisor Wu, An-Neen_US
dc.contributor.author (Authors) 陳銘陽zh_TW
dc.contributor.author (Authors) Chen, Ming-Yangen_US
dc.creator (作者) 陳銘陽zh_TW
dc.creator (作者) Chen, Ming-Yangen_US
dc.date (日期) 2021en_US
dc.date.accessioned 1-Jul-2021 16:56:37 (UTC+8)-
dc.date.available 1-Jul-2021 16:56:37 (UTC+8)-
dc.date.issued (上傳時間) 1-Jul-2021 16:56:37 (UTC+8)-
dc.identifier (Other Identifiers) G0108353022en_US
dc.identifier.uri (URI) http://nccur.lib.nccu.edu.tw/handle/140.119/135915-
dc.description (描述) 碩士zh_TW
dc.description (描述) 國立政治大學zh_TW
dc.description (描述) 會計學系zh_TW
dc.description (描述) 108353022zh_TW
dc.description.abstract (摘要) 企業在漫長的經營過程中,也許會獲得短期的階段性成就,但若是管理階層沒有持續努力地發想創新策略,企業將會在快速變遷的市場中逐漸被淘汰。藉由SO計分卡的分析,企業能夠快速地審視外在機會與內部優勢,並制定出相應的創新策略方向,而在制定出創新策略方向後,企業可經由平衡計分卡的設計與實施來幫助創新策略順利且有效的執行。
本研究欲以個案研究法來對傳統糕餅店轉型成文化創意產業之SO計分卡與平衡計分卡的設計與實施進行探討。在與管理階層討論的過程中確立個案公司之使命、願景與價值觀,再經由SO計分卡之分析,找到適合個案公司之創新策略方向。有了創新策略方向後進入到平衡計分卡之設計,藉由因果關係的方式將創新策略逐一展開成更加明確得以執行的日常作業。在執行平衡計分卡的過程中,需要進行策略性衡量指標與目標值之搜集,目的在於監督與評估創新策略之落實程度,而由於個案公司長年缺乏顧客資訊這項重要訊息,會導致衡量指標與目標值搜集困難,進而影響平衡計分卡的效果。故本研究亦將為個案公司設計顧客關係管理(CRM)來幫助個案公司順利搜集策略性衡量指標與目標值,使個案公司之平計分卡實施更加順利。
zh_TW
dc.description.abstract (摘要) In the long course of operation, enterprises may obtain short-term and staged achievements, but if the management does not make continuous efforts to develop innovation strategies, the enterprise will be gradually eliminated in the rapidly changing market. Through the analysis of the SO-scorecard, companies can quickly scan external opportunities and internal advantages, and formulate the corresponding innovation strategy direction. After formulating the innovation strategy direction, the company can design and implement the Balanced-scorecard to help the smooth and effective implementation of innovation strategies.
This research intends to incorporate the element of cultural and creative into the traditional bakery ,and discuss the design and implementation of the SO scorecard and the BSC of traditional bakery with a case study method .The process of discussion with the management, establish the mission, vision and values of the case company, and then through the analysis of the SO scorecard to finds the suitable innovative strategy direction for the case company suitable.With the direction of the innovation strategy, we can get start the design of the BSC. By means of causality, the innovation strategy is expanded one by one into more clear and executed daily tasks. In the process of implementing the BSC, it is necessary to collect strategic measurement indicators and target values. The purpose is to monitor and evaluate the implementation of the strategies. However, due to the lack of customer information, which is important to the case company. It is difficult to collect the target value, which affects the effect of the BSC. Therefore, this research will also design CRM for the case company to help them successfully collect strategic measurement indicators and target values, and make the implementation of the BSC smoother.
en_US
dc.description.tableofcontents 圖目錄、V
表目錄、VI
第一章、緒論 1
第一節、研究背景與目的 1
第二節、研究問題 3
第三節、研究貢獻 4
第四節、論文架構 5
第二章、文獻探討 7
第一節、創新策略之相關文獻 8
第二節、平衡計分卡之相關文獻 14
第三節、顧客關係管理制度之相關文獻 25
第四節、文化創意產業之相關文獻 31
第五節、研究延伸 39
第三章、研究方法 42
第一節、研究架構 42
第二節、個案研究法 44
第四章 個案公司介紹 47
第一節、產業介紹 47
第二節、個案公司簡介 49
第五章、個案公司策略形成與執行系統及CRM 51
第一節、策略形成系統:個案公司SO計分卡 53
第二節、策略執行系統:個案公司平衡計分卡 58
第三節、個案公司CRM之設計及實施 66
第六章、結論與建議 69
第一節、研究結論 69
第二節、研究建議 73
參考文獻 76
zh_TW
dc.source.uri (資料來源) http://thesis.lib.nccu.edu.tw/record/#G0108353022en_US
dc.subject (關鍵詞) SO計分卡zh_TW
dc.subject (關鍵詞) 平衡計分卡zh_TW
dc.subject (關鍵詞) 顧客關係管理zh_TW
dc.subject (關鍵詞) 微型企業zh_TW
dc.subject (關鍵詞) 文化創意產業zh_TW
dc.subject (關鍵詞) SO-Scorecarden_US
dc.subject (關鍵詞) Balanced Scorecarden_US
dc.subject (關鍵詞) CRMen_US
dc.subject (關鍵詞) Micro-enterpriseen_US
dc.subject (關鍵詞) Cultural and Creative Industryen_US
dc.title (題名) SO計分卡、平衡計分卡與CRM之設計及實施-以傳統糕餅店為例zh_TW
dc.title (題名) The Design and Implementation of SO-Scorecard, Balanced Scorecard and CRM- A Case Study of Traditional Bakeryen_US
dc.type (資料類型) thesisen_US
dc.relation.reference (參考文獻) 一、中文部分:

吳安妮,2017,談以SO計分卡形成「創新策略」,哈佛商業評論全球繁體中文線上專欄。

吳安妮,2018,策略形成及執行-以BSC為核心為企業創造「利」與「力」,台北:臉譜出版社。

吳思華、楊燕枝,2005,文化創意產業的價值創造形塑之初探,行銷評論,第2卷,第3期:313-338。

吳翊菱,2015,台灣糕餅業品牌國際精品化之研究:以微熱山丘為例,淡江大學國際企業學系碩士班碩士論文。

周清源,1992,中國傳統食品文化介紹:糕與餅之區別,烘焙工業,第43期(5月):38。

周清源,1996,中式傳統糕餅糕點之發展,食品市場資訊,第8504期(4月):6-9。

袁世珮、丁惠民譯,Anderson, K., and C. Kerr,2001,客戶關係管理,台北:美商麥格羅希爾國際股份有限公司台灣分公司。

黃士杰,2013,跨國企業在地化策略:星巴克周邊商品與特色門市文化創意元素分析,國立政治大學廣告學系碩士班碩士論文。

黃聖傑,2005,體驗行銷於文化創意產業之應用,國立政治大學企業管理學系碩士班碩士論文。

英文部分:

Anderson, K., and C. Kerr. 2001. Customer Relationship Management, New York: McGraw Hill.

Brown, T., P. Bush, and L. Norberg. 2001. Building Executive Alignment, Buy-In, and Focus with the Balanced Scorecard SWOT , Balanced Scorecard Report 105(5): 3-5.

Chesbrough, H. 2006. Open Business Models: How to thrive in the new innovation landscape. Harvard Business School press.

Dziurski, P. 2016. Success in Creative Industries: A discussion about critical success factors, Journal of management and financial sciences 9(1):87-100.

Kaplan, R., and D. Norton. 2001. The Strategy-Focused Organization: How Balanced Scorecard Companies Thrive in the New Business Environment. Harvard Business School Press.

Kaplan, R., and D. Norton. 2004. Strategy Maps: converting intangible assets into tangible outcomes , Harvard Business School Press.

Payne, A., and P. Frowa. 2005. A strategic framework for Customer Relationship Management, Journal of Marketing 69(10):167-176.

Pisano, G. 2015. You need an innovation strategy, Harvard business review.

Porter, M. 1990. The Competitive Advantage of Nations, New York: Free Press.

Perkins, M., A. Grey, and H. Remmers. 2014. What do we really mean by “Balanced Scorecard”? International Journal of Productivity and Performance Management 63 (2):148-169.

Rogers, E. 1962. Diffusion of Innovations, New York: Free Press of Glencoe.

Savastano, M., F. Bellini, F. Ascenzo, and M., Marco. 2019. Technology adoption for the integration of online-offline purchasing: Omnichannel strategies in the retail
environment, International Journal of Retail & Distribution Management, 47(6):474-492.

Seybold, P. 2001. Get inside the lives of your customers, Harvard business review.

Tzuo, T., and G. Weisert. 2018. Subscribed: why the Subscription Model will be your company’s future and what to do about it, New York: Penguin Random House.

Verganti, R. 2009. Design-Driven Innovation : changing the rules of competition by radically innovating what things mean, Harvard Business Press.
zh_TW
dc.identifier.doi (DOI) 10.6814/NCCU202100610en_US