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題名 新創公司下之策略形成及平衡計分卡之設計及實施—以個案公司為例
The Strategy Formation, the Design and Implementation of Balanced Scorecard in New Venture-A Case Study
作者 呂詩涵
Lu, Shih Han
貢獻者 吳安妮
Wu, Anne
呂詩涵
Lu, Shih Han
關鍵詞 新創公司
策略
平衡計分卡
日期 2015
上傳時間 17-Aug-2015 14:05:44 (UTC+8)
摘要 企業經營管理,最重要的是將策略一以貫之的落實與執行。藉由「整合性策略價值管理系統」將各種管理制度整合,用一以貫之的策略將使得企業上下異體同心,有了明確的策略方向形成,亦有正確且清楚的策略執行方案,透過衡量指標準確地評估績效,並且形成一種良性循環的回饋機制,協助組織落實策略,提升價值及競爭力。
本研究以個案研究的方式,透過整合性策略價值管理系統中的策略形成系統和策略執行系統,探討工業4.0為主軸之新創事業如何將策略聚焦,在策略形成系統中藉著使命、願景和價值觀之討論,並利用SWOT計分卡釐清方向以形成策略;再進入策略執行系統,以平衡計分卡將策略轉化為具體之行動,使得策略可以徹底落實於全體員工。
The most important thing in business management is completing implementation and accomplishing achievement with one strategy from top to bottom in a company. “The integrative strategic value management system” is integrated with many kinds of management systems from top to bottom through one strategy. It does not only fulfill strategy formations and clear strategic action plans, but also accurately evaluates performance. Then, it becomes an excellent feedback system and helps companies to strengthen values and competitive advantage.
The research was adopted in case-study method which uses industry 4.0 as a new venture. By integrating the strategy forming system and the strategy implementation system, the strategy forming system establishes missions, visions, and values. The system uses SWOT scorecard to build recognition; then, develops strategies. Later, the actions are implemented by the balanced scorecard. Therefore, the strategies become policies, and can be implemented by staff properly.
參考文獻 一、中文部分
丁于珊(2013年7月2日),工業4.0三大障礙-通訊標準、安全、人員培訓,CTIMES,取自http://www.ctimes.com.tw。
中德合作行動綱要:共塑創新(2014年10月11日),新華社,取自www.gov.cn。
王鎵垠(2015年1月14日),中國版「工業4.0」的戰略意義和對策建議,工業和信息化部賽迪研究院,取自http://www.lifox.net。
行政院(2015,01),科技部工程司自動化學門規劃書。
吳安妮(2003,06),平衡計分卡之精髓、範疇及整合(上),會計研究月刊,第211期,頁45-54。
吳安妮(2011,11),以一貫之的管理—整合性策略價值管理系統(ISVMS),會計研究月刊,第312期,頁106-120。
科技產業資訊室策略評析(2015年3月23日),對「生產力4.0計畫」提升台灣產業競爭力之建議,科技產業資訊室,取自http://iknow.stpi.narl.org.tw/Default.aspx。
陳仲宜、盧素涵(2013年5月9日),智慧自動化服務產業之傳統製造應用商機探討,ITIS智網,取自http://www2.itis.org.tw/Default.aspx。
賀桂芬、黃亦筠(2015,01),德國的章魚戰略:工業4.0,天下雜誌,第564期,頁110-135。
經濟部(2014,12),產業升級 再造台灣經濟動能,經濟部創新樂活月刊,第35期,頁2-11。
經濟部工業局(2014,09),從Industry 4.0看台灣生產力推升的契機。
DIGITIMES企劃產品(2014年2月20日),技術各有所長 台PLC市場涇渭分明,DIGITIMES電子時報,取自http://www.digitimes.com.tw。 

二、英文部分
Aldehayyat, J. and N. Twaissi (2011). Strategic Planning and Corporate Performance Relationship in Small Business Firms: Evidence from a Middle East Country Context. International Journal of Business and Management 6 (8): 255-263.
Amason, A., R. Shrader and G. Tompson (2006). Newness and Novelty: Relating Top Management Team Composition to New Venture Performance. Journal of Business Venturing 21 (1): 125-148.
Brettel, M., N. Friederichsen, M. Keller and M. Rosenberg (2014). How Virtualization, Decentralization and Network Building Change the Manufacturing Landscape: An Industry 4.0 Perspective. International journal of mechanical, aerospace, industrial and mechatronics engineering 8 (1): 37-44.
Deligianni, I. and I. Voudouris (2011). New Venture Strategies and Performance in a Catching-up Economy. Management Research Review 34 (7): 732-753.
Evans, P. and M. Annunziata (2012). Industrial Internet: Pushing the Boundaries of Minds and Machines. GE Group.
Helms, M. and J. Nixon (2010). Exploring SWOT Analysis-where Are We Now? Journal of Strategy and Management 3 (3): 215-251.
Kagermann, H., W. Wahlster and J. Helbig (2013). Recommendations for Implementing the Strategic Initiative INDUSTRIE 4.0, Platform Industrie 4.0.
Park, S. and Z. Bae (2004). New Venture Strategies in a Developing Country: Identifying a Typology and Examining Growth Patterns through Case Studies. Journal of Business Venturing 19 (1): 81-105.
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.
Porter, M. (2008). The Five Competitive Forces That Shape Strategy. Harvard Business Review 86 (1): 79-93.
Rigby, D. and B. Bilodeau (2013). Management Tools & Trends 2013, Brain & Company.
Roper, S. (1997). Strategic Initiatives and Small Business Performance: an Exploratory Analysis of Irish Companies. Entrepreneurship & Regional Development 9 (4): 353-364.
Rubmann, M., M. Lorenz, P. Gerbert, M. Waldner, J. Justus, P. Engel and M. Harnisch (2015). Industry 4.0 The Future of Productivity and Growth in Manufacturing Industries. Boston Consulting Group.
Tamer, J. (2005). Successful Strategies for New Venture Development. Handbook of Business Strategy 6 (1): 115-121.
Soderberg, M., S. Kalagnanam, N. Sheehan and G. Vaidyanathan (2011). When Is a Balanced Scorecard a Balanced Scorecard? International Journal of Productivity and Performance Management 60 (7): 688-708.
Verreynne, M. and D. Meyer (2008). Small Business Strategy and the Industry Life Cycle. Small Business Economics 35 (4): 399-416.
Weihrich, H. (1982). The TOWS Matrix- A Tool for Situational Analysis. Long Range Planning 15 (2): 54-66.
Werner, M. and F. Xu (2012). Executing Strategy with the Balanced Scorecard. International Journal of Financial Research 3 (1): 88-94.
描述 碩士
國立政治大學
企業管理研究所
103363065
資料來源 http://thesis.lib.nccu.edu.tw/record/#G0103363065
資料類型 thesis
dc.contributor.advisor 吳安妮zh_TW
dc.contributor.advisor Wu, Anneen_US
dc.contributor.author (Authors) 呂詩涵zh_TW
dc.contributor.author (Authors) Lu, Shih Hanen_US
dc.creator (作者) 呂詩涵zh_TW
dc.creator (作者) Lu, Shih Hanen_US
dc.date (日期) 2015en_US
dc.date.accessioned 17-Aug-2015 14:05:44 (UTC+8)-
dc.date.available 17-Aug-2015 14:05:44 (UTC+8)-
dc.date.issued (上傳時間) 17-Aug-2015 14:05:44 (UTC+8)-
dc.identifier (Other Identifiers) G0103363065en_US
dc.identifier.uri (URI) http://nccur.lib.nccu.edu.tw/handle/140.119/77543-
dc.description (描述) 碩士zh_TW
dc.description (描述) 國立政治大學zh_TW
dc.description (描述) 企業管理研究所zh_TW
dc.description (描述) 103363065zh_TW
dc.description.abstract (摘要) 企業經營管理,最重要的是將策略一以貫之的落實與執行。藉由「整合性策略價值管理系統」將各種管理制度整合,用一以貫之的策略將使得企業上下異體同心,有了明確的策略方向形成,亦有正確且清楚的策略執行方案,透過衡量指標準確地評估績效,並且形成一種良性循環的回饋機制,協助組織落實策略,提升價值及競爭力。
本研究以個案研究的方式,透過整合性策略價值管理系統中的策略形成系統和策略執行系統,探討工業4.0為主軸之新創事業如何將策略聚焦,在策略形成系統中藉著使命、願景和價值觀之討論,並利用SWOT計分卡釐清方向以形成策略;再進入策略執行系統,以平衡計分卡將策略轉化為具體之行動,使得策略可以徹底落實於全體員工。
zh_TW
dc.description.abstract (摘要) The most important thing in business management is completing implementation and accomplishing achievement with one strategy from top to bottom in a company. “The integrative strategic value management system” is integrated with many kinds of management systems from top to bottom through one strategy. It does not only fulfill strategy formations and clear strategic action plans, but also accurately evaluates performance. Then, it becomes an excellent feedback system and helps companies to strengthen values and competitive advantage.
The research was adopted in case-study method which uses industry 4.0 as a new venture. By integrating the strategy forming system and the strategy implementation system, the strategy forming system establishes missions, visions, and values. The system uses SWOT scorecard to build recognition; then, develops strategies. Later, the actions are implemented by the balanced scorecard. Therefore, the strategies become policies, and can be implemented by staff properly.
en_US
dc.description.tableofcontents 第一章 緒論 1
第一節 研究背景與動機 1
第二節 研究問題 2
第三節 研究貢獻 3
第四節 論文架構 4
第二章 文獻探討 6
第一節 新創事業相關文獻 6
第二節 策略管理相關文獻 16
第三節 平衡計分卡相關文獻 27
第四節 工業4.0相關文獻 40
第五節 研究延伸 48
第三章 研究方法 51
第一節 研究架構 51
第二節 個案研究方法 52
第四章 個案公司介紹 56
第一節 工業4.0及產業分析 56
第二節 個案公司介紹 59
第五章 工業4.0下新創事業之策略形成與策略執行系統 63
第一節 策略形成系統:以SWOT計分卡分析 64
第二節 策略執行系統:以平衡計分卡分析 70
第六章 結論與建議 82
第一節 研究結論 82
第二節 研究限制 85
第三節 研究建議 86
參考文獻 88
zh_TW
dc.format.extent 1347533 bytes-
dc.format.mimetype application/pdf-
dc.source.uri (資料來源) http://thesis.lib.nccu.edu.tw/record/#G0103363065en_US
dc.subject (關鍵詞) 新創公司zh_TW
dc.subject (關鍵詞) 策略zh_TW
dc.subject (關鍵詞) 平衡計分卡zh_TW
dc.title (題名) 新創公司下之策略形成及平衡計分卡之設計及實施—以個案公司為例zh_TW
dc.title (題名) The Strategy Formation, the Design and Implementation of Balanced Scorecard in New Venture-A Case Studyen_US
dc.type (資料類型) thesisen
dc.relation.reference (參考文獻) 一、中文部分
丁于珊(2013年7月2日),工業4.0三大障礙-通訊標準、安全、人員培訓,CTIMES,取自http://www.ctimes.com.tw。
中德合作行動綱要:共塑創新(2014年10月11日),新華社,取自www.gov.cn。
王鎵垠(2015年1月14日),中國版「工業4.0」的戰略意義和對策建議,工業和信息化部賽迪研究院,取自http://www.lifox.net。
行政院(2015,01),科技部工程司自動化學門規劃書。
吳安妮(2003,06),平衡計分卡之精髓、範疇及整合(上),會計研究月刊,第211期,頁45-54。
吳安妮(2011,11),以一貫之的管理—整合性策略價值管理系統(ISVMS),會計研究月刊,第312期,頁106-120。
科技產業資訊室策略評析(2015年3月23日),對「生產力4.0計畫」提升台灣產業競爭力之建議,科技產業資訊室,取自http://iknow.stpi.narl.org.tw/Default.aspx。
陳仲宜、盧素涵(2013年5月9日),智慧自動化服務產業之傳統製造應用商機探討,ITIS智網,取自http://www2.itis.org.tw/Default.aspx。
賀桂芬、黃亦筠(2015,01),德國的章魚戰略:工業4.0,天下雜誌,第564期,頁110-135。
經濟部(2014,12),產業升級 再造台灣經濟動能,經濟部創新樂活月刊,第35期,頁2-11。
經濟部工業局(2014,09),從Industry 4.0看台灣生產力推升的契機。
DIGITIMES企劃產品(2014年2月20日),技術各有所長 台PLC市場涇渭分明,DIGITIMES電子時報,取自http://www.digitimes.com.tw。 

二、英文部分
Aldehayyat, J. and N. Twaissi (2011). Strategic Planning and Corporate Performance Relationship in Small Business Firms: Evidence from a Middle East Country Context. International Journal of Business and Management 6 (8): 255-263.
Amason, A., R. Shrader and G. Tompson (2006). Newness and Novelty: Relating Top Management Team Composition to New Venture Performance. Journal of Business Venturing 21 (1): 125-148.
Brettel, M., N. Friederichsen, M. Keller and M. Rosenberg (2014). How Virtualization, Decentralization and Network Building Change the Manufacturing Landscape: An Industry 4.0 Perspective. International journal of mechanical, aerospace, industrial and mechatronics engineering 8 (1): 37-44.
Deligianni, I. and I. Voudouris (2011). New Venture Strategies and Performance in a Catching-up Economy. Management Research Review 34 (7): 732-753.
Evans, P. and M. Annunziata (2012). Industrial Internet: Pushing the Boundaries of Minds and Machines. GE Group.
Helms, M. and J. Nixon (2010). Exploring SWOT Analysis-where Are We Now? Journal of Strategy and Management 3 (3): 215-251.
Kagermann, H., W. Wahlster and J. Helbig (2013). Recommendations for Implementing the Strategic Initiative INDUSTRIE 4.0, Platform Industrie 4.0.
Park, S. and Z. Bae (2004). New Venture Strategies in a Developing Country: Identifying a Typology and Examining Growth Patterns through Case Studies. Journal of Business Venturing 19 (1): 81-105.
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.
Porter, M. (2008). The Five Competitive Forces That Shape Strategy. Harvard Business Review 86 (1): 79-93.
Rigby, D. and B. Bilodeau (2013). Management Tools & Trends 2013, Brain & Company.
Roper, S. (1997). Strategic Initiatives and Small Business Performance: an Exploratory Analysis of Irish Companies. Entrepreneurship & Regional Development 9 (4): 353-364.
Rubmann, M., M. Lorenz, P. Gerbert, M. Waldner, J. Justus, P. Engel and M. Harnisch (2015). Industry 4.0 The Future of Productivity and Growth in Manufacturing Industries. Boston Consulting Group.
Tamer, J. (2005). Successful Strategies for New Venture Development. Handbook of Business Strategy 6 (1): 115-121.
Soderberg, M., S. Kalagnanam, N. Sheehan and G. Vaidyanathan (2011). When Is a Balanced Scorecard a Balanced Scorecard? International Journal of Productivity and Performance Management 60 (7): 688-708.
Verreynne, M. and D. Meyer (2008). Small Business Strategy and the Industry Life Cycle. Small Business Economics 35 (4): 399-416.
Weihrich, H. (1982). The TOWS Matrix- A Tool for Situational Analysis. Long Range Planning 15 (2): 54-66.
Werner, M. and F. Xu (2012). Executing Strategy with the Balanced Scorecard. International Journal of Financial Research 3 (1): 88-94.
zh_TW