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Title: | 金融業合併之資訊整併策略討論 -以某金融機構合併案為例 |
Authors: | 顧學仁 |
Contributors: | 尚孝純 Shang, SS 顧學仁 |
Keywords: | 資訊技術 資訊整併策略 企業併購 Information Technology Infrastructure IT Integration Strategies Mergers and Acquisitions |
Date: | 2011 |
Issue Date: | 2012-04-12 14:00:18 (UTC+8) |
Abstract: | 本研究主要探討金融機構合併的資訊架構整併策略.藉由國內大型金融機構的合併個案來了解主併公司所採用的合併策略,過程與影響。 經過文獻討論與個案分析,有八點發現:
1. 以資訊整併策略角度來看,個案中的資訊整併模式是整體接收(Take Over)。
2. 以歷史角度來看,此次金融合併案的成功因素之一來自於併購集團累積多次的成功的合併經驗與總部的大力支持。
3. 從組織架構來看,被併購集團擁有功能完整的資訊組織架構與嚴謹的專案執行規劃,是本此合併成功的第二要素。
4. 在專案時間掌握上來看,遇到重大問題與障礙時,專案經理需要能克服困難完成任務,減少專案時間耽誤造成企業損失。
5. 從人力資源的角度來看,專案經理需要能在有效地預算掌控下,當地尋找支援人力,減少專案開銷。
6. 專案過程的溝通協調方面,資訊部門需要能與程式使用者之間良好的溝通協調,資訊單位可即刻反映使用者需求,達到快速反饋的目的。
7. 由綜效結果的分析來觀察,由併購銀行公布99年年報中所揭露之財務報表、信用評等與社會評價皆呈現正向成長。內部人員對併購銀行資訊技術處服務滿意度有高達八成滿意度維持併購前資訊服務水準。
8. 法律、政治因素影響與合併後併購銀行IT策略方面來看,新的個人資料保護法的通過,造成整體合併綜效、與合併後資訊策略的改變。
關鍵字:
資訊技術,資訊整併策略,企業併購 The objective of this study is to understand the strategy, process and impacts of information technology (IT) infrastructure integration in a mergers and acquisitions project in a financial institution.
Based on literature review and an in-depth case study there are eight findings:
1. In view of the information integration strategy, the applied model of IT integration was a “Take Over” strategy.
2. From a historical perspective, one of the success factors of the merger was enterprise’s accumulated experience of mergers and strong support from headquarters.
3. From an organizational point of view, the acquiring group has both a full-featured information organizational structure and rigorous plan of project execution, which was one of the important elements of the success of this merger.
4. Regarding the project management, the major challenge of the project manager is to overcome problems and obstacles to complete the tasks on time and on budget.
5. From the perspective of human resources, the effective utilization of local support are the key to budget control.
6. From the communication and coordination aspects of the project, rapid feedback and good communication between staffs in the information sector and business users could increase the efficiency and effectiveness of the project execution.
7. By analyzing the results of the merger, the credit ratings and social evaluation in the acquiring bank revealed a positive growth. Internal user survey of the post-merger has shown a satisfaction rate of 80% which remained the same comparing to the figure of pre-merger.
8. From a legal and political point of view, the new Personal Data Protection Law has become a major concern for overall information strategy making after the merger.
Key Word:
Information Technology Infrastructure, IT Integration Strategies, Mergers and Acquisitions "第一章 緒論 1
第一節 研究背景 1
第二節 研究動機 2
第三節 研究目的 2
第四節 論文計畫 3
第二章 文獻探討 4
第一節 併購的目的與合併與併購案中資訊系統整合的成功因素 4
第二節 在併購與合併案中,資訊整合的重要性 6
第三節 在合併與併購案中,資訊技術整合的挑戰 9
第四節 在合併與併購中,資訊整合的爭議 10
第五節 併購與合併的資訊技術整合的模型 11
第三章 研究方法 15
第一節 研究流程 15
第二節 研究方法設計與資料收集 16
第三節 個案分析與研究發現 17
第四章 個案研究 18
第一節 併購銀行與被併銀行歷史簡介 18
第二節 併購銀行與被併銀行資訊系統簡介 28
第三節 合併前的實質審查階段(Due Diligence)與併購確認 44
第四節 資訊系統整併策略 50
第五節 資訊系統整併步驟與實行細項 52
第五章 研究發現 69
第六章 結論與建議 82
第一節 結論 82
第一項 資訊部門在整個專案中的角色扮演為何? 82
第二項 買方IT的整併策略為何? 83
第三項 合併案中資訊系統整合所遇到困難為何與解決方式? 83
第四項 最終合併完成後的綜效為何? 84
第五項 研究發現 84
第二節 研究貢獻 85
第三節 研究限制 86
第四節 建議 86
參考文獻 88 |
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Description: | 碩士 國立政治大學 經營管理碩士學程(EMBA) 98932038 100 |
Source URI: | http://thesis.lib.nccu.edu.tw/record/#G0098932038 |
Data Type: | thesis |
Appears in Collections: | [經營管理碩士學程EMBA] 學位論文
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