Loading...
|
Please use this identifier to cite or link to this item:
https://nccur.lib.nccu.edu.tw/handle/140.119/95162
|
| Title: | 運用 IT 投資組合理論以決策 IT 投資優先順序：個案研究
Using the portfolio method to justify IT investments: a case study |
| Authors: | 張至善
Chang, Chih Shan |
| Contributors: | 張欣綠
張至善
Chang, Chih Shan |
| Keywords: | IT 投資
IT 投資組合
businee-IT 鏈結度
企業價值
企業 e 化準備度
IT investment
IT portfolio
IT alignment
business value
e-readiness |
| Date: | 2009 |
| Issue Date: | 2016-05-09 15:18:09 (UTC+8) |
| Abstract: | 現今的社會，由於企業經營環境的高度全球化，及資訊科技進化的速度愈來愈快，企業所面臨的挑戰是日漸提升的，也因而對資訊科技/資訊系統的仰賴程度大幅提高。更甚者，企業不僅僅是運用所謂的資訊科技/資訊系統來應付大環境的挑戰，同時也希望能運用資訊科技/資訊系統來提高自身的競爭優勢。就在這樣的背景下，對於企業來說，如何去定義一項IT/IS 的真正價值，及如何運用有限的資源並投資在正確的 IT/IS 上成了一個很重要的議題。為了滿足企業對於這樣的需求，本研究旨在運用 IT 投資組合理論，彙整過去學者及研究的結果，並予之修改，提出一套藉由三項衡量指標： IT alignment, Business Value, 及 E-readiness 來決策 IT/IS 投資優先順序的方法論。最後，我們將我們提出的方法論實際導入並運用在一個挑選的個案中，藉此來驗證本方法論的實用性及可行性。我們相信本研究的結果可以供未來的企業在評估IT/IS 投資計畫時使用，同時也可幫助後續欲研究 IT 投資組合的學者，在我們所提出的架構上繼續建構。
Nowadays, as firms operate in a much more competitive environment due to the rapid speed of globalization and evolving technologies, firms rely on IT/IS much heavier than before. They use IT 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 IT/IS and to invest on the right while also critical IT/IS with limited resources. To fulfill this need, this research aims at developing an IT portfolio method to evaluate and determine the priorities of each IT/IS investments based on three criteria: IT alignment, business value, and e-readiness. A case study was applied to verify the reliability and feasibility of our proposed framework in real business practices. We believe the final findings are helpful to (1) practitioners who can use this framework to justify their IT investments; and (2) researchers who can build upon this model to further examine the application of IT portfolio methods. |
| Reference: | 1. Andersen K. V., Fogeigren-Pedersen A., and Varshney U. (2003). Mobile organizing using information technology (MOBIT). Information Communication and Society 6 (2), pp. 211–228.
2. Bacon J. (1992). The Use of Decision Criteria in Selecting Information Systems/Technology Investments. MIS Quarterly, 16 (3), pp. 335-353
3. Banker R. D. and Kauffman R. J. (1988). Strategic Contributions Of Information Technology: An Empirical Study of ATM Networks Proceedings of the 9th International Conference on Information Systems, Minneapolis, MN, 9 1988 , pp. 141–150.
4. Barua A., Kriebel C. H., and Mukhopadhyay T. (1995). Information Technologies and Business Value: An Analytic and Empirical Investigation, Information Systems Research, 6 (1), pp. 3-23
5. Bedell E.F. (1985). The Computer Solution: Strategies for Success in the Information Age, Homewood, Dow-Jones Irwin.
6. Benefits Scorecard (2003). Arizona State University, Available via: www.rosettanet.org, questionnaire available via: www.rosettanet.org/cms/export/sites/default/RosettaNet/Downloads/ROIStudies/Final_scorecard.ZIP
7. Bharadwaj A. S., Bharadwaj S. G., and Konsynski, B. R. (1999). Information technology effects on firm performance as measured by Tobin’s q. Management Science 45 (6), pp. 1008–1024.
8. Bharadwaj A. S. (2000). A resource-based perspective on information technology capability and firm performance: an empirical investigation. MIS Quarterly 24 (1), pp. 169–196.
9. Brown R. T., Gatian A. W., and Hicks Jr. J. O. (1995). Strategic information system and financial performance. Journal of Information Systems 11 (4), pp. 215–248.
10. Buhalis D. (2004). eAirlines: strategic and tactical use of ICTs in the airline industry. Information and Management 41, pp. 805–825.
11. Butler Cox Foundation. Getting value from information technology, Research report 75, 1990.
12. Cao R., Ding W., and Tian C. (2006). Using resource and portfolio management solution to align IT investment with business. Int. J. Electronic Business, 4 (3/4), pp. 239-246
13. Chan, Y. E. (2002), “Why haven`t we mastered alignment? The importance of the informal organization structure,” MIS Quarterly Executive, 1(2), pp. 97-112.
14. Chandler, A. D. (1962). Strategy and structure: chapters in the history of American industrial enterprise. M.I.T. Press, Cambridge.
15. Chandler J. S. (1982). A multiple criteria approach for evaluating information systems. MIS Quarterly 6(1), pp. 61-75.
16. Chau P. and Tam K. (1997) ‘Factors affecting the adoption of open systems: an exploratory study’, MIS Quarterly, Vol. 21, No. 1, pp. 1–24.
17. Chen, C., H. (2007). The Performance Impact of Inter-organizational System: From a Dynamic Capability Perspective, Master Thesis, National Chengchi University.
18. Choucri N., Maugis V., Madnick S., Siegel M., Gillet S., and O’Donnel, M., et al. (2003). Global E-readiness for what? Readiness for e-banking (JITD), MIT Sloan Working Paper, pp. 4487-04
19. Chung Shirley.(2004). A study on the strategies of the development of MICE industry in Taiwan. Master Thesis, National Kaohsiung University of Applied Science.
20. Conant J. S., Mokwa M. P., and Wood S. D. (1987). Management styles and marketing strategies: An analysis of HMOs. Health Care Management Review, 12 (4), pp. 65-75
21. Cooper B., Watson H. J., Wixom B. H., and Goodhue D. L. (2000). Data warehouse supports corporate strategy at first American corporation. MIS Quarterly 24 (4), pp. 547–567.
22. Desarbo W. S., C. Benedetto A. D., Song M., and Sinha I. (2004). Revisiting the Miles and Snow Strategic Framework: Uncovering Interrelationships Between Strategic Types, Capabilities, Environmental Uncertainty, and Firm Performance, Strategic Management Journal, 26, pp. 47-74
23. Devaraj S. and Kohli R. (2000). Information technology payoff in the health-care industry: a longitudinal study. Journal of Management Information Systems 16 (4), pp. 41–67.
24. Drake J. R. and Byrd T. A. (2006). Risks in Information Technology Project Portfolio Management, Journal of Information Technology Theory and Application, 8 (3), pp. 1-11
25. Escobar P. B. (1998). Information systems investment decisions in business practice: the Spanish case. European Journal of Information Systems, 7, pp. 202-209
26. Fathian M., Akhavan P., and Hoorali M. (2008). E-readiness assessment of non-profit ICT SMEs in a developing country: The case of Iran, Technovation, 28, pp. 578-590
27. Griffiths G.H. and Finlay, P. N. (2004). IS-enabled sustainable competitive advantage in financial services, retailing and manufacturing. Journal of Strategic Information Systems 13, pp. 24–59.
28. Hambrick D. S. (2003). On the staying power of defenders, analyzers, and prospectors. Working paper, Pennsylvania State University.
29. Hitt L. M. and Brynjolfsson E. (1996). Productivity, business profitability, and consumer surplus: three different measures of information technology value. MIS Quarterly 20 (2), pp. 121–141.
30. Hochstrasser, B., Griffiths, C. (1991). Controlling Information Technology Investments: Strategy and Management. Chapman and Hall, London.
31. Holland D. and Skarke G. (2008). Business & IT Alignment: Then & Now, A Striking Improvement, Strategic Finance, 89 (10), pp. 42-50
32. Hopper. M. D (1990). Rattling SABRE – new ways to compete on information. Harvard Business Review (May-June 1990), pp. 118-125
33. Huang C. D. and Hu Q. (2007). Achieving IT-Business Strategic Alignment via Enterprise-Wide Implementation of Balanced Scorecards, Information Systems Management, 24, pp. 173-184
34. Huang, J., L. (2007). Applying Strategy Map to Manage Enterprise IT Strategy: An Evidence from an Auto Parts and Accessories Supplier, Master Thesis, National Chengchi University.
35. Iacovou C., Benbasat I., and Dexter (1995). A. Electronic data interchange and small organizations: Adoption and impact of technology. MIS Quarterly, 19 (4), pp. 465–485.
36. Irani Z. (2002). Information systems evaluation: navigating through the problem domain, Information & Management, 40, pp. 11-24
37. Ives B. and Learmonth, G. P. (1984). The information system as a competitive weapon. Communications of the ACM 12 (3), pp. 1193–1201.
38. Jarvenpaa S. L. and Ives, B. (1990). Information technology and corporate strategy: a view from the top. Information Systems Research 1 (4), pp. 351–376.
39. Jeffery M. and Leliveld I. (2004). Best practices in IT portfolio management. MIT Sloan Management Review, 45 (3), pp. 40-49
40. Joslin E. 0. (1965). Application benchmarks: the key to meaningful computer evaluations. Association for Comput- ing Machinery, Proceedings of the National Conference 20, pp. 27-37.
41. Kanter J. (1970). Management Guide to Computer System Selection and Use. Prentice-Hall, London.
42. Kaplan R. S. and Norton D. P. (2003). Strategy Maps: Converting Intangible Assets into Tangible Outcomes, Harvard Business Press
43. Karimi J., Gupta Y. P., and Somers T. M. (1996). The Congruence between a firm’s Competitive Strategy and Information Technology Leader’s Rank and Role, Journal of Management Information Systems, 13 (1), pp. 63-88
44. Kearns G. (2004). A Multi-Objective, Multi-Criteria Approach for Evaluating IT Investments: Results from Two Case Studies, Information Resources Management Journal, 17 (1), pp. 37-62
45. Keen P. G. W. (1981). Value analysis: justifying decision support systems. MIS Quarterly 5(1), pp. 1-15.
46. Keen P. G. W. and Morton M. S. S. (1978). Decision Support Systems: An Organizational Perspective. Addison- Wesley, Reading, Mass.
47. King J. L. and Schrems E. L. (1978). Cost-Benefit Analysis in Information Systems Development and Operation, Computing Surveys, 10 (1), pp. 19-34
48. Kirkpatrick T.A., Research: CIOs speak on ROI, CIO Insight, 1(11) (2002). Available via: www.cioinsight.com, results of questionnaire available via: common.ziffdavisinternet.com/download/0/1396/0110 rio research.pdf.
49. Lai F., Li D., Wang J., and Hutchinson J. (2006). An empirical investigation of the effects of e-readiness factors on e-business adoption in China’s international trading industry, Int. J. Electronic Business, 4 (3/4), pp. 320-339
50. Lin C., Huang Y. A., and Burn J. (2007). Realizing B2B e-commerce benefits: the link with IT maturity, evaluation practices, and B2BEC adoption readiness, European Journal of Information Systems, 16, pp. 806-819
51. Luftman J. N. (2003). Assessing IT/business alignment. Information Systems Management. 20 (4), pp. 9–15.
52. Luftman J. N. and Brier T. (1999). Achieving and sustaining business-IT alignment. California Management Review, 42 (1), pp. 109–122
53. Luftman J. N., Kempaiah K., and Nash E. (2006). Key issues for IT executives 2005. MIS Quarterly Executive, 5 (2), pp. 81–99.
54. Luftman,J. N. and McLean E. R. (2004). Key issues for IT executives. MIS Quarterly Executive, 3 (2), pp. 89–104.
55. Madapusi A. and D’Souza D. (2005). Aligning ERP systems with international strategies. Information Systems Management, 22 (1), pp. 7–17.
56. Madhhour A. (2008). A Framework for Evaluating the Effectiveness of Information Systems at Jordan Banks: An Empirical Study, Journal of Internet Banking and Commerce, 13 (1), pp. 1-14
57. Maizlish B. and Handler R. (2005). IT Portfolio Management Step-by-Step: Unlocking the Business Value of Technology. Wiley, John & Sons, Incorporated
58. Markus and Robey D. (1988). "Information Technology and Organizational Change: Causal Structure in Theory and Research," Management Sci. 34 (5), pp. 583-598
59. Martin M. P. and Trumbly J. E. (1986). Measuring performance of automated systems. J. Syst. Mgmt. 37(2), pp. 7-17.
60. McFarlan F.W. (1981). “Portfolio Approach to Information Systems,” Harvard Business Review 59, pp. 142-150
61. Mehrtens J., Cragg P. B., and Mills A. M. (2001). A model of internet adoption by SMEs. Information and Management 39, pp. 165– 176
62. Melville M. N., Kraemer K., and Gurbaxani V. (2004). Review: information technology and organizational performance: an integrative model of IT business value. MIS Quarterly 28 (2), pp. 283–322.
63. Michael W. D., Thornton A. C., and Graves S. (2001). Technology Portfolio Management: Optimizing Interdependent Projects Over Multiple Time Periods, IEEE Transactions on Engineering Management, 48 (4), pp. 518-527
64. Miles, R. E. and C. C. Snow (1978). Organization Strategy, Structure and Process, McGraw-Hill, New York.
65. Molla A. and Licker P. S. (2005) Perceived E-Readiness Factors in E-Commerce Adoption: An Empirical Investigation in a Developing Country International Journal of Electronic Commerce / Fall 2005, Vol. 10, No. 1, pp. 83–110.
66. Moody K. W. (2003). New Meaning to IT Alignment, Information Systems Management, Fall (2003), pp. 30-35
67. Mukhopadhyay T., Kekre S., and Kalathur S. (1995). Business value of information technology: a study of electronicdata interchange. MIS Quarterly 19 (2), pp. 137–156.
68. Mutula S. M. and Brakel P. (2006). An evaluation of e-readiness assessment tools with respect to information access: Towards an Integrated information rich tool, International Journal of Management, 26, pp. 212-223
69. NieveIt M.C.A. (1992). Managing with information technology, a decade of wasted money? Compact, pp. 15-24.
70. Oxley J. E. and Yeung B. (2001). E-Commerce Readiness: Institutional Environment and International Competitiveness, Journal of International Business Studies, 32 (4), pp. 705-723
71. Parker M.M., Benson R.J. and Trainor H.E (1988). Information Economics, Linking Business Performance to Information Technology, New Jersey, Prentice-Hall.
72. Parker M.M., Benson R.J. and Trainor H.E (1989). Information Strategy and Economics, New Jersey, Prentice-Hall.
73. Porter, M. E. (1980). Competitive Strategy, Free Press, New York.
74. Powell P. (1992). Information Technology Evaluation: Is it Different. The Journal of the Operational Research Society, 43 (1), pp. 29-42
75. Premkumar, G., Ramamurthy, K. (1995). The role of interorganisational and organizational factors on the decision mode for adoption of interorganisational systems. Decision Sciences 26 (3), pp. 303–336.
76. Quinn J. B. and Baily, M. N. (1994). Information technology: increasing productivity in services. Academy of Management Executives 8 (3), pp. 28–51.
77. Roach S. S. (1988). "Technology and the Service Sector: The Hidden Competitive Challenge," Technological Forecasting and Social Change, 34 (4), pp. 387-403.
78. Remenyi D., Money A. and Twite A. (1997), Effective Measurement & Management of IT Costs Benefits, Butterworth-Heinemann.
79. Renkema T. J. W. and Bergout E. W. (1997). Methodologies for information systems investment evaluation at the proposal stage: a comparative review. Information and Software Technology, 39, pp. 1-13
80. Reyck B. D., Grushka-Cockayne Y., Lockett M., Calderini S. R., Moura M., and Sloper A. (2005). The impact of project portfolio management on information technology projects, International Journal of Project Management, 23, pp. 524-537
81. Ryan S. D. and Harrison D. A. (2000). Considering social subsystem costs and benefits in information technology investment decisions: a view from the field on anticipated payoffs. Journal of Management Information Systems 16 (4), pp. 11–40.
82. Sabherwal R. and Chan Y. E. (2001). Alignment Between Business and IS Strategies: A Study of Prospectors, Analyzers, and Defenders, Information Systems Research, 12 (1), pp. 11-33
83. Salmeron J. L. (2002). EIS profitability, costs and benefits: an evolutionary approach, Industrial Management & Data Systems, 102 (5), pp. 284-288
84. Santhanam R. and Hartono E. (2003). Issues in linking information technology capability to firm performance. MIS Quarterly 27 (1), pp. 125–153
85. Sauer C. and Willcocks L. P. (2002). The evolution of the organizational architect. MIT Sloan Management Review, 43 (3), pp. 41–49
86. Schell G. P. (1986). Establishing the value of information systems. Interfaces, 16(3), pp. 82-89.
87. Sethi V. and King, W. R. (1994). Development of measures to access the extent to which an information technology application provides competitive advantage. Management Science 40 (12), pp. 1601–1627.
88. Sheng H., Nah F. F. H., and Siau K. (2005). Strategic implications of mobile technology: A case study using Value-Focused Thinking, Journal of Strategic Information Systems, 14, pp. 269-290
89. Shipilberg D., Berez S., Puryear R., and Shan S. (2007). Avoiding the Alignment Trap in Information Technology. MIT Sloan Management Review, 49 (1), pp. 51-58
90. Shoval P. and Giladi R. (1996). Determination of an implementation order for IS projects, Information & Management, 31, pp. 67-74
91. Soyka P. A. (2006). Designing Environmental Management Systems to Crete Financial Value: A Benefit-Cost Estimation Methodology, Environmental Quality Management, 2006 (winter), pp. 7-23
92. Sprague R. H. and Carlson E. D. (1982). Building Effective Decision Support Systems. Prentice-Hall, Englewood Cliffs, N.J.
93. Strassmann P.A. (1990). Information Payoff, New York, Free Press,.
94. Tavakolian H. (1989). Linking the Information Technology Structure with Organizational Competitive Strategy: A Survey, MIS Quarterly, September 1989, pp. 309-317
95. Thong J. Y. (1999) ‘An integrated model of information systems adoption in small businesses’, Journal of Management Information Systems, Vol. 15, No. 4, pp. 187–214.
96. Verhoef C. (2002). Quantitative IT portfolio Management, Science of Computer, 45, pp. 1-96
97. Weill P. (1992). The Relationship Between Investment in Information Technology and Firm Performance: A study of the Valve Manufacturing Sector. Information Systems Research, 3 (4), pp. 307-332
98. Weiss J. W., Thorogood A., and Clark K. D. (2006). Three IT-Business Alignment Profiles: Technical Resource, Business Enabler, and Strategic Weapon, Communications of the Association for Information Systems, 18, pp. 676-691
99. Wen H. J. and Shih S. C. (2006). Strategic Information Technology Prioritization, The journal of Computer Information Systems, 46 (4), pp. 54-63
100. Willcocks, L. (1992). Evaluating information technology investments: Research findings and reappraisal. Journal of Information Systems 2 (4), pp. 243–268
101. Willcocks, L., Lester, S. (1997). Assessing IT productivity: Any way out of The Labyrinth? In: Willcocks, L., Feeny, D., Islei, G. (Eds.), Managing IT As A Strategic Resource. McGraw-Hill, Maidenhead, pp. 64–89.
102. http://www.excotaiwan.com.tw/chinese/presscenter/industryinfo_view.shtml?docno=1971 (news release about Taiwan MICE industry facts)
103. http://tw.business.nat.gov.tw/pdf/industry/13-MICE-cn.pdf (Research from the Department of Investment Services Ministry of Economic Affairs of Taiwan) |
| Description: | 碩士
國立政治大學
資訊管理學系
96356012 |
| Source URI: | http://thesis.lib.nccu.edu.tw/record/#G0096356012 |
| Data Type: | thesis |
| Appears in Collections: | [資訊管理學系] 學位論文
|
Files in This Item:
| File |
Size | Format | |
|---|
| index.html | 0Kb | HTML2 | 214 | View/Open |
|
All items in 政大典藏 are protected by copyright, with all rights reserved.
|
