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題名 資訊系統價值創造之研究-企業的前瞻與洞察
A study of foresights and insights in IT value generation
作者 吳嘉琪
Wu, Chia Chi
貢獻者 尚孝純
Shang, Shari
吳嘉琪
Wu, Chia Chi
關鍵詞 資訊科技
策略前瞻
策略校準
企業洞察
IT value
Strategic foresights
Systemic insights
日期 2013
上傳時間 29-Jul-2014 16:05:25 (UTC+8)
摘要 由於新科技技術的成熟，資訊長的角色轉已經變為企業策略的共同制定者，他們被期待能夠透過引進新技術帶領企業有更進一步的成長或創新。對於資訊科技或系統的導入要如何最大創造價值，在文獻上有許多探討。從策略面探討，包含了外在環境與市場面、產業面和標竿分析的方式來進行前瞻策略的歸納，而執行面的展開活動，則不僅僅包含執行面的系統規劃，還包含了其他面向的配套工作，包含流程面、組織面和人員能力面向等等。
有許多研究會從資訊系統的業務效益分析或成本分析出發，但本研究主要研究問題點為策略面與執行面應考量的議題為研究方向。本研究透過五個不同產業之不同個案的分析，針對初期的業務挑戰和資訊需求，透過前瞻的分析，包含外在環境與市場面、產業面或標竿分析作為策略聚焦，在分析其展開的配套工作類別，分析資訊科技和系統導入對組織的影響面向。在個別個案分析和跨個案整合探討後，本研究發現，外在環境的策略聚焦是確認是否能帶來商業價值的重點，但要能落實價值於企業，則必須仰賴緊密的串連策略議題點於各面向的執行工作。
研究過程中並進一步發現，大部分的個案都透過產業上下游分析可以找到市場趨勢對個案的前瞻影響議題，而標竿分析則是ㄧ個可以收斂和借鏡來歸納下一步行動方案的重要分析工具。
由於本研究所挑選的個案和產業類別有限，建議進一步研究可以就此議題進行更深度和廣度的探討。
CIO Leadership was expected to play as strategic partner since the mature of the disruptive technology in Mobile, Social, and Cloud-based. It’s important to conduct strategic foresights and systemic insights before developing the selected IT system or adopting the specific IT technology. Drawing from the literatures, the major strategic foresights analysis approaches are: 1.market Analysis; 2. industry Analysis and 3.benchmarking analysis. And the systemic activities are categorized as business processes, organization, human capabilities and system development and implementation.
Leverage the multiple case study analysis, this study focus on five different industry companies, which all have challenges in business position and expect to adapt IT as the solution. Aftering the detail study on foresight analysis and systemic insight activities development, we found that the critical point to develop successful is to align tightly with strategic direction before execution activities spread.
Key suggestions are to conduct the value chain analysis if CIO didn’t have spare capacity to do all dimension of market analysises. And the benchmarking approach is useful for CIO to identify the critical actitivies for next step.
參考文獻 中文部份

1. 伊凡斯，「位元風暴」，天下文化，2000。
2. 孫善政，「科技管理」，美商麥格羅希爾，2002。
3. 行政院主計處，「中華民國行業標準」， 2011。
4. 田濤、吳春波，「活下去，是最大的動力！破解全球通訊龍頭中國華為的核心密碼」，商業周刊，2013。
5. 孟樊，「論文寫作方法與格式(第二版)」，威仕曼文化，2012。
6. 哈佛商業雜誌第四十三期，「資訊科技無足輕重」（"IT Doesn`t Matter"）， 2010年3月號刊登。
7. 星巴克，會員資料與註冊網站。
8. 天下雜誌，434期，2013/2/19。
9. 培生國際，台灣區通路研討會白皮書，2014。
10. 中華民國產物保險商業同業公會，台灣產險業市佔率與排名，2012。


英文部分

1. IBM® Institute for Business Value, 2012 IBM CEO Study, 2013.
2. Brian Hopkins, Top Technology Trends To Watch: 2014 To 2016, Forrester Research, November 4, 2013.
3. Gregory S. Smith, Straight to the Top: CIO Leadership in a Mobile, Social, and Cloud-based World, Second Edition, John Wiley & Sons, 2013
4. Nicholas G. Carr, IT Doesn’t Matter, Harvard Business Review, May 2003.
5. Alexander Peters, "IT Must Get Business Satisfaction", Forrester, 2009.
6. Robert Ryan and Tim Raducha-Grace, The Business of IT, IBM Press, 2010.
7. Bharadwaj, A.S. "A Resource-Based Perspective on Information Technology Capability and Firm Performance: An Empirical Investigation," MIS Quarterly (24:1), pp 169-196, 2000.
8. Jack M. Keen, ” Chapter 5 - Evaluating Value Practice Areas”, Making Technology Investments Profitable: ROI Roadmap from Business Case to Value Realization, Second Edition, John Wiley & Sons , 2011.
9. Venky Shankararaman, J. Leon Zhao and Jae Kyu Lee, "Business Enterprise, Process, and Technology Management: Models and Applications " , IGI Global, 2012.
10. Gregory J. Fell, "Decoding the IT Value Problem: An Executive Guide for Achieving Optimal ROI on Critical IT Investments" , John Wiley & Sons , 2013.
11. Tony J. Read, "The IT Value Network: From IT Investment to Stakeholder Value" , Wiley,2009.
12. Office of Government Commerce (OGC) , ITIL Service Design, TSO, 2011.
13. Sambamurthy et al., "Shaping Agility through Digital Options: Reconceptualizing the Role of Information Technology in Contemporary Firms," MIS Quarterly (27:2), pp 237-263, 2003.
14. Stake, R. E.， Multiple case study analysis. New York: The Guilford Press, 2006.
15. Dan Roberts et al., “Unleashing the Power of IT: Bringing People, Business, and Technology Together, Second Edition”, John Wiley & Sons, 2014.
16. IBM South Africa Limited, How IT serves the enterprise (CUPE model) - IT Optimization Solutions: Transforming the enterprise, 2004.
17. Wim Van Grembergen et al., “Strategies for Information Technology Governance”, IGI Global, pp.139, 2004.
18. P. Weill & J. Ross, IT Governance: How Top Performers Manage IT Decision Rights for Superior Results, Harvard Business Press, 2004.
19. Robert J. Benson, Pieter M. Ribbers and Ronald Blitstein, “Trust and Partnership: Strategic IT Management for Turbulent Times”, John Wiley & Sons, 2014.
20. Jerry N. Luftman et al., Competing in the Information Age: Align in the Sand, Second Edition, Oxford University Press, 2003.
21. Zaheer, A., and Zaheer, S. "Catching the Wave: Alertness, Responsiveness, and Market Influence in Global Electronic Networks," Management Science (43:11), pp 1493-1509, 1997.
22. Christianse, E., and Venkatraman, N. "Beyond Sabre: An empirical test of expertise exploitation in electronic channels," MIS Quarterly (26:1) , pp 15-38, 2002.
23. Susan Cramm, ” Chapter 3 - You Need to Focus on Tactics， and IT Needs Strategic Alignment”， The 8 Things We Hate About I.T.: How to Move Beyond the Frustrations to Form a New Partnership with I.T., Harvard Business Press, 2010.
24. Porter, Michael E. "What is Strategy", Harvard Business Review, Nov. 1996.
25. Aguilar, Francis," Scanning the Business Environment", Macmillan, 2006.
26. Eng K. Chew and Petter Gottschalk, "Knowledge Driven Service Innovation and Management: IT Strategies for Business Alignment and Value Creation ", IGI Global, 2013.
27. Chew, E. K., & Gottschalk, P., "Information technology strategy and management best practice",IGI Global,2009.
28. Porter, Michael E. "How competitive forces shape strategy", Harvard Business Review, March/April 1979.
29. Porter, Michael E., “Competitive Advantage: Creating and Sustaining Superior Performance”, 1985.
30. Philip Kotler, "Marketing Management (13th Edition)",Pearson, 2009
31. Alan L. Porter et al.,＂ Forecasting and Management of Technology, Second Edition＂, John Wiley & Sons , 2011.
32. Brave, F.,"Learning for leadership. In Benchmarks: A manual and trainer’s guide. Greensboro, NC: Center for Creative Leadership, 2002.
33. Robert A. G. Monks and Alexandra Reed Lajoux, "Corporate Valuation for Portfolio Investment: Analyzing Assets, Earnings, Cash Flow, Stock Price, Governance, and Special Situations", Bloomberg, 2011.
34. Mahmoud M. El-Halwagi, "FoldersAdd to Personal FoldersSustainable Design Through Process Integration: Fundamentals and Applications to Industrial Pollution Prevention, Resource Conservation, and Profitability Enhancement ", Butterworth-Heinemann, 2012.
35. Bharadwaj, A.S. "A Resource-Based Perspective on Information Technology Capability and Firm Performance: An Empirical Investigation," MIS Quarterly (24:1), pp 169-196, 2000.
36. Hamel, G., "The why, what, and how of management innovation", Harvard Business Review, 72–84, 2006.
37. Clark, C.E., Cavanaugh, N.C., Brown, C.V., and Sambamurthy, V., "Building change readiness capabilities in the IS organization: Insights from the Bell Atlantic experience," MIS Quarterly (21:4), pp 425-455, 1997.
38. Broadbent, M., Weill, P., and Don St, C. "The Implications of Information Technology Infrastructure for Business Process Redesign," MIS Quarterly (23:2), pp 159-182,1999. 
39. Bhatt, A.D., and Grover, V. "Types of Information Technology Capabilities and Their Role in Competitive Advantage: An Empirical Study," Journal of Management Information Systems (22:2), pp 253-277, 2005.
40. Subramani, M. "How do Suppliers Benefit from Information Technology use in Supply Chain Relationship," MIS Quarterly (28:1), pp 45-73, 2004.
41. Clemons, E.K., and Row, M.C. "Sustaining IT Advantage: The Role of Structural Differences," MIS Quarterly (15:3), pp 275-292, 1991.
42. Powell, T.C., and Dent-Micallef, A. "Information Technology as Competitive Advantage: The Role of Human, Business, and Technology Resources," Strategic Management Journal (18:5), pp 375-405, 1997.
43. Council of Economic Advisers, Economic Report of the President, Government Printing Office, pp 37, 2006.
44. Kaplan, R. S., & Norton, D. P., Strategy maps — Converting intangible assets into tangible outcomes. Boston, Harvard Business School Press,2004
45. William A. Tulskie, Jr. Sugato Bagchi, Strategic Capability Network, SCN Oct 29, 1998 IBM US Patent : US6249768 B1.
46. Melville, N., Kraemer, K., and Gurbaxani, V. "Information Technology and Organizational Performance: An Integrative Model of IT Business Value " MIS Quarterly (28:2), pp 283-322, 2004.
47. Basu, A., and Blanning, R.W. "Synthesis and Decomposition of Processes in Organizations," Information Systems Research (14:4),pp 337-355 2003.
48. Froehle, C.M., Roth, A.V., Chase, R.B., and Voss, C.A. "Antecedents of new service development effectiveness: An exploratory examination of strategic operations choices," Journal of Service Research (3:1), pp 3-17, 2000.
49. Ahmed, P.K. "Culture and Climate for Innovation," European Journal of Innovation Management (11:1), pp 30-43, 1998.
50. De Brentani, U. "Innovative Versus Incremental New Business Services: Different Keys for Achieving Success," Journal of Product Innovation Management (18:3) 2001, pp 169-187.
51. Robert M. Grant, "Contemporary Strategy Analysis: Text and Cases, Seventh Edition", John Wiley & Sons, 2010.
52. Nicholas R. Colisto， The CIO Playbook: Strategies and Best Practices for IT Leaders to Deliver Value， John Wiley & Sons， 2012.
53. Dean Lane, “The Chief Information Officer`s Body of Knowledge: People, Process, and Technology”, John Wiley & Sons, 2011.
54. Alan Calder, "Chapter 7 - Designing an IT Governance Framework", IT Governance， 2005.
55. A. L. Holt, Governance of IT: An Executive Guide to ISO/IEC 38500, BCS, 2013.
描述 碩士
國立政治大學
經營管理碩士學程(EMBA)
101932109
102
資料來源 http://thesis.lib.nccu.edu.tw/record/#G0101932109
資料類型 thesis
dc.contributor.advisor 尚孝純zh_TW
dc.contributor.advisor Shang, Sharien_US
dc.contributor.author (Authors) 吳嘉琪zh_TW
dc.contributor.author (Authors) Wu, Chia Chien_US
dc.creator (作者) 吳嘉琪zh_TW
dc.creator (作者) Wu, Chia Chien_US
dc.date (日期) 2013en_US
dc.date.accessioned 29-Jul-2014 16:05:25 (UTC+8)-
dc.date.available 29-Jul-2014 16:05:25 (UTC+8)-
dc.date.issued (上傳時間) 29-Jul-2014 16:05:25 (UTC+8)-
dc.identifier (Other Identifiers) G0101932109en_US
dc.identifier.uri (URI) http://nccur.lib.nccu.edu.tw/handle/140.119/67872-
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) 101932109zh_TW
dc.description (描述) 102zh_TW
dc.description.abstract (摘要) 由於新科技技術的成熟，資訊長的角色轉已經變為企業策略的共同制定者，他們被期待能夠透過引進新技術帶領企業有更進一步的成長或創新。對於資訊科技或系統的導入要如何最大創造價值，在文獻上有許多探討。從策略面探討，包含了外在環境與市場面、產業面和標竿分析的方式來進行前瞻策略的歸納，而執行面的展開活動，則不僅僅包含執行面的系統規劃，還包含了其他面向的配套工作，包含流程面、組織面和人員能力面向等等。
有許多研究會從資訊系統的業務效益分析或成本分析出發，但本研究主要研究問題點為策略面與執行面應考量的議題為研究方向。本研究透過五個不同產業之不同個案的分析，針對初期的業務挑戰和資訊需求，透過前瞻的分析，包含外在環境與市場面、產業面或標竿分析作為策略聚焦，在分析其展開的配套工作類別，分析資訊科技和系統導入對組織的影響面向。在個別個案分析和跨個案整合探討後，本研究發現，外在環境的策略聚焦是確認是否能帶來商業價值的重點，但要能落實價值於企業，則必須仰賴緊密的串連策略議題點於各面向的執行工作。
研究過程中並進一步發現，大部分的個案都透過產業上下游分析可以找到市場趨勢對個案的前瞻影響議題，而標竿分析則是ㄧ個可以收斂和借鏡來歸納下一步行動方案的重要分析工具。
由於本研究所挑選的個案和產業類別有限，建議進一步研究可以就此議題進行更深度和廣度的探討。		zh_TW
dc.description.abstract (摘要) CIO Leadership was expected to play as strategic partner since the mature of the disruptive technology in Mobile, Social, and Cloud-based. It’s important to conduct strategic foresights and systemic insights before developing the selected IT system or adopting the specific IT technology. Drawing from the literatures, the major strategic foresights analysis approaches are: 1.market Analysis; 2. industry Analysis and 3.benchmarking analysis. And the systemic activities are categorized as business processes, organization, human capabilities and system development and implementation.
Leverage the multiple case study analysis, this study focus on five different industry companies, which all have challenges in business position and expect to adapt IT as the solution. Aftering the detail study on foresight analysis and systemic insight activities development, we found that the critical point to develop successful is to align tightly with strategic direction before execution activities spread.
Key suggestions are to conduct the value chain analysis if CIO didn’t have spare capacity to do all dimension of market analysises. And the benchmarking approach is useful for CIO to identify the critical actitivies for next step.		en_US
dc.description.tableofcontents 中文摘要 4
ABSTRACT 5
目錄 VI
表目錄 VIII
圖目錄 IX
第1章 緒論 10
1.1 研究背景 10
1.2 研究動機與目的 11
1.3 研究流程 14
第2章 文獻探討 15
2.1 資訊單位的定位與期待 15
2.2 企業在導入資訊科技或系統時所考量的策略面議題 19
2.2.1. 資訊策略與企業的策略校準 (Strategic Alignment) 20
2.3 企業在導入資訊科技或系統時，所考量的執行面議題 24
2.4 策略的前瞻分析與系統化的洞察行動 26
第3章 研究方法 27
3.1 多個案分析法 27
3.2 資料蒐集方式 28
3.3 個案分析架構設計 31
第4章 個案研究與說明 32
4.1 第一橡膠公司 32
4.1.1. 個案背景與所面臨的議題 32
4.1.2. 個案之策略前瞻分析與洞察考量 33
4.2 第一文教公司 39
4.2.1. 個案背景與所面臨的議題 39
4.2.2. 個案之策略前瞻分析與洞察考量 39
4.3 第一餐飲零售連鎖公司 46
4.3.1. 個案背景與所面臨的議題 46
4.3.2. 個案之策略前瞻分析與洞察考量 47
4.4 第一零售資訊服務公司 60
4.4.1. 個案背景與所面臨的議題 60
4.4.2. 個案之策略前瞻分析與洞察考量 61
4.5 第一產險公司 68
4.5.1. 個案背景與所面臨的議題 68
4.5.2. 個案之策略前瞻分析與洞察考量 69
第5章 研究發現 76
5.1 第一橡膠個案之研究發現 76
5.2 第一文教個案之研究發現 76
5.3 第一餐飲個案之研究發現 77
5.4 第一零售資訊個案之研究發現 77
5.5 第一產險個案之研究發現 78
5.6 跨個案之研究發現 78
第6章 結論與建議 82
6.1 研究結果 82
6.2 研究貢獻與建議 83
6.3 研究限制與後續研究建議 83
參考文獻 85		zh_TW
dc.format.extent 2688815 bytes-
dc.format.mimetype application/pdf-
dc.language.iso en_US-
dc.source.uri (資料來源) http://thesis.lib.nccu.edu.tw/record/#G0101932109en_US
dc.subject (關鍵詞) 資訊科技zh_TW
dc.subject (關鍵詞) 策略前瞻zh_TW
dc.subject (關鍵詞) 策略校準zh_TW
dc.subject (關鍵詞) 企業洞察zh_TW
dc.subject (關鍵詞) IT valueen_US
dc.subject (關鍵詞) Strategic foresightsen_US
dc.subject (關鍵詞) Systemic insightsen_US
dc.title (題名) 資訊系統價值創造之研究-企業的前瞻與洞察zh_TW
dc.title (題名) A study of foresights and insights in IT value generationen_US
dc.type (資料類型) thesisen
dc.relation.reference (參考文獻) 中文部份

1. 伊凡斯，「位元風暴」，天下文化，2000。
2. 孫善政，「科技管理」，美商麥格羅希爾，2002。
3. 行政院主計處，「中華民國行業標準」， 2011。
4. 田濤、吳春波，「活下去，是最大的動力！破解全球通訊龍頭中國華為的核心密碼」，商業周刊，2013。
5. 孟樊，「論文寫作方法與格式(第二版)」，威仕曼文化，2012。
6. 哈佛商業雜誌第四十三期，「資訊科技無足輕重」（"IT Doesn`t Matter"）， 2010年3月號刊登。
7. 星巴克，會員資料與註冊網站。
8. 天下雜誌，434期，2013/2/19。
9. 培生國際，台灣區通路研討會白皮書，2014。
10. 中華民國產物保險商業同業公會，台灣產險業市佔率與排名，2012。


英文部分

1. IBM® Institute for Business Value, 2012 IBM CEO Study, 2013.
2. Brian Hopkins, Top Technology Trends To Watch: 2014 To 2016, Forrester Research, November 4, 2013.
3. Gregory S. Smith, Straight to the Top: CIO Leadership in a Mobile, Social, and Cloud-based World, Second Edition, John Wiley & Sons, 2013
4. Nicholas G. Carr, IT Doesn’t Matter, Harvard Business Review, May 2003.
5. Alexander Peters, "IT Must Get Business Satisfaction", Forrester, 2009.
6. Robert Ryan and Tim Raducha-Grace, The Business of IT, IBM Press, 2010.
7. Bharadwaj, A.S. "A Resource-Based Perspective on Information Technology Capability and Firm Performance: An Empirical Investigation," MIS Quarterly (24:1), pp 169-196, 2000.
8. Jack M. Keen, ” Chapter 5 - Evaluating Value Practice Areas”, Making Technology Investments Profitable: ROI Roadmap from Business Case to Value Realization, Second Edition, John Wiley & Sons , 2011.
9. Venky Shankararaman, J. Leon Zhao and Jae Kyu Lee, "Business Enterprise, Process, and Technology Management: Models and Applications " , IGI Global, 2012.
10. Gregory J. Fell, "Decoding the IT Value Problem: An Executive Guide for Achieving Optimal ROI on Critical IT Investments" , John Wiley & Sons , 2013.
11. Tony J. Read, "The IT Value Network: From IT Investment to Stakeholder Value" , Wiley,2009.
12. Office of Government Commerce (OGC) , ITIL Service Design, TSO, 2011.
13. Sambamurthy et al., "Shaping Agility through Digital Options: Reconceptualizing the Role of Information Technology in Contemporary Firms," MIS Quarterly (27:2), pp 237-263, 2003.
14. Stake, R. E.， Multiple case study analysis. New York: The Guilford Press, 2006.
15. Dan Roberts et al., “Unleashing the Power of IT: Bringing People, Business, and Technology Together, Second Edition”, John Wiley & Sons, 2014.
16. IBM South Africa Limited, How IT serves the enterprise (CUPE model) - IT Optimization Solutions: Transforming the enterprise, 2004.
17. Wim Van Grembergen et al., “Strategies for Information Technology Governance”, IGI Global, pp.139, 2004.
18. P. Weill & J. Ross, IT Governance: How Top Performers Manage IT Decision Rights for Superior Results, Harvard Business Press, 2004.
19. Robert J. Benson, Pieter M. Ribbers and Ronald Blitstein, “Trust and Partnership: Strategic IT Management for Turbulent Times”, John Wiley & Sons, 2014.
20. Jerry N. Luftman et al., Competing in the Information Age: Align in the Sand, Second Edition, Oxford University Press, 2003.
21. Zaheer, A., and Zaheer, S. "Catching the Wave: Alertness, Responsiveness, and Market Influence in Global Electronic Networks," Management Science (43:11), pp 1493-1509, 1997.
22. Christianse, E., and Venkatraman, N. "Beyond Sabre: An empirical test of expertise exploitation in electronic channels," MIS Quarterly (26:1) , pp 15-38, 2002.
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