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題名 金融業軟體專案外包導入敏捷管理之實務個案研究
A practical case study on the introduction of agile management in software outsourcing projects in the financial industry
作者 黃彥穆
Huang, Yen-Mu
貢獻者 羅明琇
Lo, Sonia M.
黃彥穆
Huang, Yen-Mu
關鍵詞 敏捷管理
Scrum框架
金融業
軟體專案外包
個案研究
Agile management
Scrum framework
Financial industry
Software project outsourcing
Case study
日期 2024
上傳時間 4-Feb-2025 15:22:43 (UTC+8)
摘要 隨著金融業面臨日益激烈的市場競爭,傳統的專案管理方法已無法滿足快速變化的需求。本研究旨在探討金融業軟體專案外包中導入敏捷管理的實務應用,特別是Scrum框架的實施效果。通過個案研究法,選取某金融機構的軟體外包專案作為研究對象,採用參與式觀察和深度訪談等方法,深入分析團隊在導入過程中所面臨的挑戰與問題解決策略。 研究結果顯示,導入敏捷管理需要文化轉型和技術適應,團隊成員之間的有效溝通與協作是成功的關鍵。此外,定期地回顧會議和跨部門協作能有效應對需求變更和外部干擾。研究不僅提供了金融業敏捷導入的參考模型,還總結了最佳實踐和常見問題的解決方案,對未來的專案管理創新具有重要意義。
As the financial industry faces increasingly fierce market competition, traditional project management methods can no longer meet the rapidly changing demands. This study aims to explore the practical application of Agile management in software project outsourcing within the financial industry, particularly focusing on the implementation of the Scrum framework. Through a case study approach, a software outsourcing project from a financial institution was selected as the research subject. Methods such as participatory observation and in-depth interviews were employed to analyze the challenges faced by the team during the implementation process and the strategies used to address them. The results of the study show that the adoption of Agile management requires cultural transformation and technical adaptation. Effective communication and collaboration among team members are key to success. Furthermore, regular retrospectives and cross-departmental collaboration are effective in responding to changes in requirements and external disruptions. The research not only provides a reference model for Agile adoption in the financial industry but also summarizes best practices and solutions to common problems, offering important insights for future innovations in project management.
參考文獻 [中文文獻] 潘定国.(2014). 道法术器. 企业管理, (7), 20-20頁. Patton,J.,&楊仁和.(2016).使用者故事對照 [User story mapping] (初版 ed.). 碁峰資訊. 溫柏, 曾昭屏, & Weinberg, G. M. (2006). 溫伯格的軟體管理學: 第1卷, 系統化思考 [Weinberg's Software Management: Volume 1, Systematic Thinking] (曾昭屏譯). 經濟新潮社出版. 席姆茲, Johnson, H. L., 徐毅, Sims, C., & 強生. (2014). 敏捷與Scrum軟體開發速成 [Agile and Scrum Software Development Made Simple] (徐毅譯). 博碩文化. 張綺庭. (2015). 以敏捷專案管理執行新產品開發: 以A公司為例 [Using Agile Project Management for New Product Development: A Case Study of Company A] (碩士論文). 國立政治大學. http://thesis.lib.nccu.edu.tw/record/#G0103364116 王正男. (2019). 金融業導入敏捷式開發之案例研究 [A Case Study on the Adoption of Agile Development in the Financial Industry] (碩士論文). 國立政治大學. http://thesis.lib.nccu.edu.tw/record/#G0107932100 [英文文獻] Beck , K., Beedle, M., Van Bennekum, A., Cockburn, A., Cunningham, W., Fowler, M., Grenning, J., Highsmith, J., Hunt, A., & Jeffries, R. (2001). Manifesto for agile software development. http://agilemanifesto.org/ Beck , K., & Andres, C. (2004). Extreme programming explained: Embrace change (2nd ed.). Addison-Wesley. Bennett, N., & Lemoine, G. J. (2014). What a difference a word makes: Understanding threats to performance in a VUCA world. Business Horizons, 57(3), 311-317. https://doi.org/10.1016/j.bushor.2014.01.001 Cooper, R. G., & Sommer, A. F. (2016). The Agile-Stage-Gate Hybrid Model: A promising new approach and a new research opportunity. The Journal of Product Innovation Management, 33(5), 513-526. https://doi.org/10.1111/jpim.12314 Duncan, S. (2004). Lean software development: An agile toolkit. In Proceedings of the 6th International Conference on Software Engineering (pp. 36). Milwaukee: American Society for Quality. Institute, P. M. (2017). Agile practice guide. Project Management Institute. PMI. (2001). Project management body of knowledge (PMBOK® guide). Project Management Institute. Poppendieck, M., & Cusumano, M. A. (2012). Lean software development: A tutorial. IEEE Software, 29(5), 26-32. https://doi.org/10.1109/MS.2012.107 Poppendieck, M., & Poppendieck, T. (2003). Lean software development: An agile toolkit. Addison-Wesley. Royce, W. W. (1987). Managing the development of large software systems: Concepts and techniques. In Proceedings of the 9th International Conference on Software Engineering (pp. 328–338). IEEE Computer Society Press. Schwaber, K., & Beedle, M. (2001). Agile software development with Scrum. Prentice Hall PTR. Schwaber, K., & Sutherland, J. (2011). The Scrum guide. Scrum Alliance. Schwaber, K., & Sutherland, J. V. (2012). Software in 30 days: How agile managers beat the odds, delight their customers, and leave competitors in the dust. John Wiley and Sons. Sutherland, J., & Sutherland, J. (2014). Scrum: The art of doing twice the work in half the time. Crown Currency. Takeuchi, H., & Nonaka, I. (1986). The new new product development game. Harvard Business Review, 64(1), 137-146. Verwijs, C., & Russo, D. (2023). A theory of Scrum team effectiveness. ACM Transactions on Software Engineering and Methodology, 32(3), 1-51. https://doi.org/10.1145/3571849 Zasa, F. P., Patrucco, A., & Pellizzoni, E. (2020). Managing the hybrid organization: How can agile and traditional project management coexist? Research Technology Management, 64(1), 54-63. https://doi.org/10.1080/08956308.2021.1843331 [網路參考資料] Schwaber, K., & Sutherland, J. (2020). The Scrum Framework At a Glance [Diagram]. Scrum.org. https://www.Scrum.org/resources/Scrum-framework Sidky, A. (n.d.). Agile Mindset. Retrieved December 9, 2024, from https://www.ahmedsidky.com/agile-mindset Scrum.org. (n.d.). The Scrum Framework At a Glance. Retrieved December 9, 2024, from https://Scrumguides.org Knowlettwoods® LLP. (n.d.). Key Agile Tools [LinkedIn 圖片]. Retrieved December 9, 2024, from https://www.linkedin.com/search/results/all/?keywords=knowlettwoods%C2%AE%20llp.%20key%20agile%20tools&origin=AUTO_COMPLETE&searchId=ed14d879-bbba-4def-898f-8aaa8e97450f&sid=Oo6&spellCorrectionEnabled=false Microsoft, Create a Value Stream Map, Microsoft Learn. [Online]. Available: https://learn.microsoft.com. Accessed: Dec. 9, 2024. Sutherland, J., & Schwaber, K. (2020). The Scrum guide. Scrum.org. https://Scrumguides.org/Scrum-guide.html
描述 碩士
國立政治大學
經營管理碩士學程(EMBA)
110932104
資料來源 http://thesis.lib.nccu.edu.tw/record/#G0110932104
資料類型 thesis
dc.contributor.advisor 羅明琇zh_TW
dc.contributor.advisor Lo, Sonia M.en_US
dc.contributor.author (Authors) 黃彥穆zh_TW
dc.contributor.author (Authors) Huang, Yen-Muen_US
dc.creator (作者) 黃彥穆zh_TW
dc.creator (作者) Huang, Yen-Muen_US
dc.date (日期) 2024en_US
dc.date.accessioned 4-Feb-2025 15:22:43 (UTC+8)-
dc.date.available 4-Feb-2025 15:22:43 (UTC+8)-
dc.date.issued (上傳時間) 4-Feb-2025 15:22:43 (UTC+8)-
dc.identifier (Other Identifiers) G0110932104en_US
dc.identifier.uri (URI) https://nccur.lib.nccu.edu.tw/handle/140.119/155395-
dc.description (描述) 碩士zh_TW
dc.description (描述) 國立政治大學zh_TW
dc.description (描述) 經營管理碩士學程(EMBA)zh_TW
dc.description (描述) 110932104zh_TW
dc.description.abstract (摘要) 隨著金融業面臨日益激烈的市場競爭,傳統的專案管理方法已無法滿足快速變化的需求。本研究旨在探討金融業軟體專案外包中導入敏捷管理的實務應用,特別是Scrum框架的實施效果。通過個案研究法,選取某金融機構的軟體外包專案作為研究對象,採用參與式觀察和深度訪談等方法,深入分析團隊在導入過程中所面臨的挑戰與問題解決策略。 研究結果顯示,導入敏捷管理需要文化轉型和技術適應,團隊成員之間的有效溝通與協作是成功的關鍵。此外,定期地回顧會議和跨部門協作能有效應對需求變更和外部干擾。研究不僅提供了金融業敏捷導入的參考模型,還總結了最佳實踐和常見問題的解決方案,對未來的專案管理創新具有重要意義。zh_TW
dc.description.abstract (摘要) As the financial industry faces increasingly fierce market competition, traditional project management methods can no longer meet the rapidly changing demands. This study aims to explore the practical application of Agile management in software project outsourcing within the financial industry, particularly focusing on the implementation of the Scrum framework. Through a case study approach, a software outsourcing project from a financial institution was selected as the research subject. Methods such as participatory observation and in-depth interviews were employed to analyze the challenges faced by the team during the implementation process and the strategies used to address them. The results of the study show that the adoption of Agile management requires cultural transformation and technical adaptation. Effective communication and collaboration among team members are key to success. Furthermore, regular retrospectives and cross-departmental collaboration are effective in responding to changes in requirements and external disruptions. The research not only provides a reference model for Agile adoption in the financial industry but also summarizes best practices and solutions to common problems, offering important insights for future innovations in project management.en_US
dc.description.tableofcontents 第一章 緒論 1 第一節 研究動機 1 第二節 研究目的 2 第三節 研究問題 2 第四節 預期貢獻 3 第二章 文獻回顧 4 第一節 傳統開發方法 4 第二節 敏捷開發方法 7 一、 敏捷的歷史與概念 7 二、 Scrum 框架 11 三、 極致軟體製程Extreme Programming 19 四、 豐田式生產 21 五、 價值流程圖 22 六、 Prototype (原型) 23 七、 精實軟體開發 23 八、 Kanban 24 第三章 個案實務研究 25 第一節 個案背景 25 第二節 問題描述 26 第三節 個案導入三個階段 27 第四節 敏捷導入I執行了解 27 一、 階段痛點 28 二、 針對痛點採用敏捷方法 28 第五節 敏捷導入II分析調整 29 一. 階段痛點 29 二. 針對痛點採用敏捷方法 30 第六節 敏捷導入III專案執行 32 一、 階段痛點 32 二、 針對痛點採用的敏捷方法 33 第七節 敏捷導入成果彙整 37 第八節 導入敏捷常遇見的困難 44 第四章 結論與建議 49 第一節 結論 49 第二節 後續研究建議 53 第三節 導入敏捷建議做法 55 參考文獻 56 附錄 60zh_TW
dc.format.extent 5013990 bytes-
dc.format.mimetype application/pdf-
dc.source.uri (資料來源) http://thesis.lib.nccu.edu.tw/record/#G0110932104en_US
dc.subject (關鍵詞) 敏捷管理zh_TW
dc.subject (關鍵詞) Scrum框架zh_TW
dc.subject (關鍵詞) 金融業zh_TW
dc.subject (關鍵詞) 軟體專案外包zh_TW
dc.subject (關鍵詞) 個案研究zh_TW
dc.subject (關鍵詞) Agile managementen_US
dc.subject (關鍵詞) Scrum frameworken_US
dc.subject (關鍵詞) Financial industryen_US
dc.subject (關鍵詞) Software project outsourcingen_US
dc.subject (關鍵詞) Case studyen_US
dc.title (題名) 金融業軟體專案外包導入敏捷管理之實務個案研究zh_TW
dc.title (題名) A practical case study on the introduction of agile management in software outsourcing projects in the financial industryen_US
dc.type (資料類型) thesisen_US
dc.relation.reference (參考文獻) [中文文獻] 潘定国.(2014). 道法术器. 企业管理, (7), 20-20頁. Patton,J.,&楊仁和.(2016).使用者故事對照 [User story mapping] (初版 ed.). 碁峰資訊. 溫柏, 曾昭屏, & Weinberg, G. M. (2006). 溫伯格的軟體管理學: 第1卷, 系統化思考 [Weinberg's Software Management: Volume 1, Systematic Thinking] (曾昭屏譯). 經濟新潮社出版. 席姆茲, Johnson, H. L., 徐毅, Sims, C., & 強生. (2014). 敏捷與Scrum軟體開發速成 [Agile and Scrum Software Development Made Simple] (徐毅譯). 博碩文化. 張綺庭. (2015). 以敏捷專案管理執行新產品開發: 以A公司為例 [Using Agile Project Management for New Product Development: A Case Study of Company A] (碩士論文). 國立政治大學. http://thesis.lib.nccu.edu.tw/record/#G0103364116 王正男. (2019). 金融業導入敏捷式開發之案例研究 [A Case Study on the Adoption of Agile Development in the Financial Industry] (碩士論文). 國立政治大學. http://thesis.lib.nccu.edu.tw/record/#G0107932100 [英文文獻] Beck , K., Beedle, M., Van Bennekum, A., Cockburn, A., Cunningham, W., Fowler, M., Grenning, J., Highsmith, J., Hunt, A., & Jeffries, R. (2001). Manifesto for agile software development. http://agilemanifesto.org/ Beck , K., & Andres, C. (2004). Extreme programming explained: Embrace change (2nd ed.). Addison-Wesley. Bennett, N., & Lemoine, G. J. (2014). What a difference a word makes: Understanding threats to performance in a VUCA world. Business Horizons, 57(3), 311-317. https://doi.org/10.1016/j.bushor.2014.01.001 Cooper, R. G., & Sommer, A. F. (2016). The Agile-Stage-Gate Hybrid Model: A promising new approach and a new research opportunity. The Journal of Product Innovation Management, 33(5), 513-526. https://doi.org/10.1111/jpim.12314 Duncan, S. (2004). Lean software development: An agile toolkit. In Proceedings of the 6th International Conference on Software Engineering (pp. 36). Milwaukee: American Society for Quality. Institute, P. M. (2017). Agile practice guide. Project Management Institute. PMI. (2001). Project management body of knowledge (PMBOK® guide). Project Management Institute. Poppendieck, M., & Cusumano, M. A. (2012). Lean software development: A tutorial. IEEE Software, 29(5), 26-32. https://doi.org/10.1109/MS.2012.107 Poppendieck, M., & Poppendieck, T. (2003). Lean software development: An agile toolkit. Addison-Wesley. Royce, W. W. (1987). Managing the development of large software systems: Concepts and techniques. In Proceedings of the 9th International Conference on Software Engineering (pp. 328–338). IEEE Computer Society Press. Schwaber, K., & Beedle, M. (2001). Agile software development with Scrum. Prentice Hall PTR. Schwaber, K., & Sutherland, J. (2011). The Scrum guide. Scrum Alliance. Schwaber, K., & Sutherland, J. V. (2012). Software in 30 days: How agile managers beat the odds, delight their customers, and leave competitors in the dust. John Wiley and Sons. Sutherland, J., & Sutherland, J. (2014). Scrum: The art of doing twice the work in half the time. Crown Currency. Takeuchi, H., & Nonaka, I. (1986). The new new product development game. Harvard Business Review, 64(1), 137-146. Verwijs, C., & Russo, D. (2023). A theory of Scrum team effectiveness. ACM Transactions on Software Engineering and Methodology, 32(3), 1-51. https://doi.org/10.1145/3571849 Zasa, F. P., Patrucco, A., & Pellizzoni, E. (2020). Managing the hybrid organization: How can agile and traditional project management coexist? Research Technology Management, 64(1), 54-63. https://doi.org/10.1080/08956308.2021.1843331 [網路參考資料] Schwaber, K., & Sutherland, J. (2020). The Scrum Framework At a Glance [Diagram]. Scrum.org. https://www.Scrum.org/resources/Scrum-framework Sidky, A. (n.d.). Agile Mindset. Retrieved December 9, 2024, from https://www.ahmedsidky.com/agile-mindset Scrum.org. (n.d.). The Scrum Framework At a Glance. Retrieved December 9, 2024, from https://Scrumguides.org Knowlettwoods® LLP. (n.d.). Key Agile Tools [LinkedIn 圖片]. Retrieved December 9, 2024, from https://www.linkedin.com/search/results/all/?keywords=knowlettwoods%C2%AE%20llp.%20key%20agile%20tools&origin=AUTO_COMPLETE&searchId=ed14d879-bbba-4def-898f-8aaa8e97450f&sid=Oo6&spellCorrectionEnabled=false Microsoft, Create a Value Stream Map, Microsoft Learn. [Online]. Available: https://learn.microsoft.com. Accessed: Dec. 9, 2024. Sutherland, J., & Schwaber, K. (2020). The Scrum guide. Scrum.org. https://Scrumguides.org/Scrum-guide.htmlzh_TW