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題名 建構IT投資組合評量之方法論
其他題名 Using the Portfolio Method to Justify It Investments--- A Case Study
作者 張欣綠
貢獻者 國立政治大學資訊管理學系
行政院國家科學委員會
關鍵詞 資訊系統投資;資訊系統投資組合;資訊技術調準;資訊系統之商業價值;E 化準備度
IS investment; IS portfolio; IT alignment; business value; e-readiness
日期 2010
上傳時間 30-Aug-2012 15:51:04 (UTC+8)
摘要 在全球化及技術急遽變遷的今日,企業所面臨的是嚴峻且極具考驗的競爭環境,在此挑 戰之下,企業依賴資訊系統的程度更勝以往。企業依賴資訊系統不僅是在應付日常的營 運,更希望能藉此建立競爭優勢。因此,企業在有限資源的條件之下,如何評量資訊系 統的價值,並且投資一項『對』的且『重要』的資訊系統,為企業當下刻不容緩的議題。 在此需求之下,本研究主要的目的即是在建立一套資訊系統投資組合的方法論,希望藉 此提供企業一個完善的工具幫忙評估及決定資訊系統的投資組合,並且根據三項指標: (1)資訊技術調準 (IT alignment),(2)商業價值 (business value),(3) E化準備 度來衡量投資組合內每項資訊系統投資的優先順序。最後,本研究會以個案研究的方式 來驗證本方法論的信度及可行性。 由於在財務管理的理論裡,財務投資組合已經有定義完善的方法論,相較之下,在資訊 管理的領域裡,資訊系統的投資組合一直欠缺一套有理論基礎之方法架構。因此本研究 所研擬出來的方法論,希望能幫助(1)實務界評估資訊系統投資及(2)研究者進一步瞭解 資訊系統投資組合的理論及應用。
Nowadays, as firms operate in a much more competitive environment due to the rapid speed of globalization and evolving technologies, firms rely on information systems (IS) much heavier than before. They use IS not just to cope with the environment, but also to gain competitive advantages. Therefore, it is important for firms to justify the real value of an IS and to invest on the right while also critical IS with limited resources. To fulfill this need, this research aims at developing an IS portfolio method to evaluate and determine the priorities of each IS investments based on three criteria: IT alignment, business value, and e-readiness. A case study will be used to verify the reliability and feasibility of our proposed framework in real business practices. We expect the final findings will be helpful to (1) practitioners who can use this framework to justify their IS investments; and (2) researchers who can build upon this model to further examine the application of IS portfolio methods.
關聯 商品化
學術補助
研究期間:9908~ 10007
研究經費:611仟元
資料類型 report
dc.contributor 國立政治大學資訊管理學系en_US
dc.contributor 行政院國家科學委員會en_US
dc.creator (作者) 張欣綠zh_TW
dc.date (日期) 2010en_US
dc.date.accessioned 30-Aug-2012 15:51:04 (UTC+8)-
dc.date.available 30-Aug-2012 15:51:04 (UTC+8)-
dc.date.issued (上傳時間) 30-Aug-2012 15:51:04 (UTC+8)-
dc.identifier.uri (URI) http://nccur.lib.nccu.edu.tw/handle/140.119/53501-
dc.description.abstract (摘要) 在全球化及技術急遽變遷的今日,企業所面臨的是嚴峻且極具考驗的競爭環境,在此挑 戰之下,企業依賴資訊系統的程度更勝以往。企業依賴資訊系統不僅是在應付日常的營 運,更希望能藉此建立競爭優勢。因此,企業在有限資源的條件之下,如何評量資訊系 統的價值,並且投資一項『對』的且『重要』的資訊系統,為企業當下刻不容緩的議題。 在此需求之下,本研究主要的目的即是在建立一套資訊系統投資組合的方法論,希望藉 此提供企業一個完善的工具幫忙評估及決定資訊系統的投資組合,並且根據三項指標: (1)資訊技術調準 (IT alignment),(2)商業價值 (business value),(3) E化準備 度來衡量投資組合內每項資訊系統投資的優先順序。最後,本研究會以個案研究的方式 來驗證本方法論的信度及可行性。 由於在財務管理的理論裡,財務投資組合已經有定義完善的方法論,相較之下,在資訊 管理的領域裡,資訊系統的投資組合一直欠缺一套有理論基礎之方法架構。因此本研究 所研擬出來的方法論,希望能幫助(1)實務界評估資訊系統投資及(2)研究者進一步瞭解 資訊系統投資組合的理論及應用。en_US
dc.description.abstract (摘要) Nowadays, as firms operate in a much more competitive environment due to the rapid speed of globalization and evolving technologies, firms rely on information systems (IS) much heavier than before. They use IS not just to cope with the environment, but also to gain competitive advantages. Therefore, it is important for firms to justify the real value of an IS and to invest on the right while also critical IS with limited resources. To fulfill this need, this research aims at developing an IS portfolio method to evaluate and determine the priorities of each IS investments based on three criteria: IT alignment, business value, and e-readiness. A case study will be used to verify the reliability and feasibility of our proposed framework in real business practices. We expect the final findings will be helpful to (1) practitioners who can use this framework to justify their IS investments; and (2) researchers who can build upon this model to further examine the application of IS portfolio methods.en_US
dc.language.iso en_US-
dc.relation (關聯) 商品化en_US
dc.relation (關聯) 學術補助en_US
dc.relation (關聯) 研究期間:9908~ 10007en_US
dc.relation (關聯) 研究經費:611仟元en_US
dc.subject (關鍵詞) 資訊系統投資;資訊系統投資組合;資訊技術調準;資訊系統之商業價值;E 化準備度en_US
dc.subject (關鍵詞) IS investment; IS portfolio; IT alignment; business value; e-readinessen_US
dc.title (題名) 建構IT投資組合評量之方法論zh_TW
dc.title.alternative (其他題名) Using the Portfolio Method to Justify It Investments--- A Case Studyen_US
dc.type (資料類型) reporten