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研究生: 楊喨智
Liang-Chih Yang
論文名稱: 從系統面探討使用需求,評估準則,與系統配適之知識管理研究
Knowledge Management Research: Explore the User Requirements, Evaluation Criteria, and Task/System Fit of Knowledge Management System
指導教授: 盧希鵬
Hsi-Peng Lu
口試委員: 林娟娟
Judy Chuan-Chuan Lin
吳玲玲
Ling-Ling Wu
欒斌
Pin Luarn
李國光
Gwo-Guang Lee
學位類別: 博士
Doctor
系所名稱: 管理學院 - 資訊管理系
Department of Information Management
論文出版年: 2012
畢業學年度: 100
語文別: 中文
論文頁數: 171
中文關鍵詞: 知識管理知識管理系統層級分析法任務/系統配適
外文關鍵詞: Knowledge Management (KM), Knowledge Management System (KMS), Analytic Hierarchy Process (AHP), Task/System Fit
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  • 知識管理系統已成為企業實踐知識管理必備的資訊系統。然而系統導入、建置無法達到預期的效益,原因可能來自於系統本身、導入過程、或組織與人等層次。本研究希望以整體、連貫的思維角度探討此一問題。

    第一部份首先探討知識管理在台灣的發展與趨勢,並比較三次市場調查(2002、2006、與2010年),希望藉此瞭解使用者的需求變化與期待。結果得知文件管理、知識搜尋與擷取、知識庫與地圖是歷年來使用者均排序在前的系統應用功能。逐漸新興的應用包括專家管理、文件保全、還有知識自動化—包括自動搜集外部知識、自動分類、自動摘要、與自動關鍵字等應用。伴隨知識管理系統的導入,使用者還希望能搭配顧問服務、成功案例分享、與系統模組化的功能。

    第二部份以知識管理系統之技術功能層面為考量,運用德菲爾法及層級分析法,研擬出一符合功能與需求的整合性之知識管理系統發展架構,並建立知識管理系統發展評估模型。此模型可供企業在選擇知識管理系統時,用來評分與量化選擇的標準;也可以將此排序提供給系統開發商,做為系統開發重點參考的依據。

    研究過程首先針對知識管理系統之環境特性及系統架構技術功能進行探討,研擬出知識管理系統發展架構準則初稿,邀請對知識管理系統有研究之相關專家、學者、廠商及有經驗之使用者與管理者等進行德菲爾法問卷調查,以利增刪、修改及確立架構準則初稿,建立整合性之知識管理系統發展架構。接著利用層級分析法取得知識管理系統發展構面、準則之權重,建立知識管理系統發展評估模型。

    最後,本研究根據知識特性的不同,結合「任務/系統配適」理論與「智慧資本」理論,將知識管理區分為「以員工(人)為主」、「以系統為主」,與「以顧客為主」的知識管理,建議針對不同的知識應採取不同的管理方法。配合問卷調查與變異數分析得知,目前企業使用的知識管理系統多偏重於「以系統為主」知識的管理,以致在知識工作上之「任務/系統配適」不佳。而由「微笑理論」推導,可得知管理「以系統為主」的知識,在價值鏈上之附加價值亦較低,以致雖已建置知識管理系統,卻不易看到實質上的成效。

    藉著對知識管理系統的需求及發展現況的瞭解,系統評估模型的建立,以及「任務/系統配適」概念的延伸,本研究結果期能有利於協助企業進行系統導入、建置之決策,及提供系統供應商策略規劃方向,和未來系統發展改進之參考依據。


    Many companies or enterprises have deployed knowledge management system for years, but only a few have reported success. This dissertation first depicted a longitudinal investigation of knowledge management system development from industrial perspectives. Snapshots on three surveys (2002, 2006, and 2010) of Taiwanese companies were conducted and compared, which is to explore the perceived understandings and requirements for the applications of a knowledge management system. From the surveys, it was found that the most useful applications were document management, knowledge search and retrieval, and knowledge repository and map. The emerging applications were expert management, document security, and knowledge automation such as auto-classification, auto-abstract and auto-keyword generation. The most wanted services along with KMS were consulting service, success story-sharing, and modularization while deploying knowledge management system in the enterprises.

    On the second part of the dissertation, this paper used techniques based on Multiple Criteria Decision Methods (MCDM) to examine user’s criteria in selecting a knowledge management system (KMS) from systematic and technological perspectives. During the phase one and the phase two of the model construction, the research found that people tended to use different criteria in considering the overall system and its detailed functions. When evaluating a KMS in general, the system layers closer to the user side(e.g. user interface layer, etc.) had relatively greater importance for its first impression. However, if further breakdown of the system functions were performed, more in-depth evaluation criteria emerged, and therefore the internal technical aspects of the system presented higher weights in its evaluation. Based on the findings, we suggest that companies should use different approaches toward marketing and developing a KM system. These findings may help to describe the corporate requirements for a KMS, and serve as a basis for the direction of strategy and planning, as well as future improvement for the system vendors and practitioners.

    In the final part of the dissertation, the trends and transformation of a KM system were also collected and analyzed. We suggest that a company should use different knowledge management approach according to its corporate main business function. Based on the task/system fit approach, and combing intellectual capital theories proposed by other researchers, we categorize knowledge management focus as staff-centric, system-centric, and customer-centric knowledge from industrial perspectives. An empirical survey was also conducted and analyzed to support this framework.

    目錄 摘要 …………………………………………………………………………II ABSTRACT…………………………………………………………………… IV 目錄 ……………………………………………………………………… VII 圖目錄 ………………………………………………………………………XI 表目錄 …………………………………………………………………… XII 第壹章 緒論 …………………………………………………………………1 第一節 研究背景 ……………………………………………………1 第二節 研究動機與目的 ……………………………………………2 第三節 研究範圍與限制 ……………………………………………3 1.3.1 研究範圍與對象………………………………………3 1.3.2 研究限制………………………………………………3 第四節 研究方法及流程 ……………………………………………4 1.4.1 研究方法………………………………………………4 1.4.2 研究流程………………………………………………5 第五節 論文架構 ……………………………………………………8 第貳章 知識管理發展概況………………………………………………… 9 第一節 知識管理 ……………………………………………………9 2.1.1 知識管理之定義………………………………………9 2.1.2 知識管理的發展與演進…………………………… 11 第二節 國內知識管理市場回顧……………………………………12 2.2.1 從2001-2004年 …………………………………… 12 2.2.2 從2005-2008年………………………………………15 2.2.3 從2009-2011年 …………………………………… 17 第三節 知識管理市場調查 ……………………………………… 20 第四節 本章小結……………………………………………………24 第參章 知識管理系統發展架構模型………………………………………26 第一節 知識管理系統………………………………………………26 3.1.1 知識管理系統的概念……………………………… 26 3.1.2 知識管理系統之功能……………………………… 27 3.1.3 知識管理系統的設計規劃………………………… 30 第二節 知識管理系統架構七大層面………………………………33 第三節 知識管理系統架構準則……………………………………34 3.3.1 介面層 ………………………………………………34 3.3.2 存取認證層 …………………………………………35 3.3.3 協同智慧及過濾層 …………………………………36 3.3.4 應用層 ………………………………………………37 3.3.5 傳輸層 ………………………………………………38 3.3.6 系統整合層 …………………………………………39 3.3.7 系統層 ………………………………………………40 第肆章 研究方法……………………………………………………………42 第一節 德菲爾法………………………………………………… 42 4.1.1 德菲爾法 ……………………………………………42 4.1.2 德菲爾法之假設 ……………………………………42 4.1.3 德菲爾法之實施步驟 ………………………………43 4.1.4 資料檢驗 ……………………………………………44 4.1.5 德菲爾法之適用範圍 ………………………………46 4.1.6 德菲爾法問卷設計 …………………………………46 4.1.7 德菲爾法之優點 ……………………………………47 第二節 多準則決策方法……………………………………………48 第三節 層級分析法…………………………………………………49 4.3.1 層級分析法之應用 …………………………………49 4.3.2 層級分析法之目的與假設 …………………………54 4.3.3 層級分析法之優點 …………………………………54 第四節 研究理論模式及適用性……………………………………55 4.4.1 研究理論模式……………………………………… 55 4.4.2 德菲爾法適用性 ……………………………………56 4.4.3 層級分析法適用性 …………………………………58 第伍章 資料分析……………………………………………………………60 第一節 德菲爾法問卷調查與結果分析……………………………60 5.1.1 德菲爾法問卷設計 …………………………………60 5.1.2 德菲爾法問卷發放與回收 …………………………60 5.1.3 德菲爾法問卷調查結果分析 ………………………63 5.1.4 第二層問卷結果分析 ………………………………65 5.1.5 第三層問卷結果分析-介面層………………………65 5.1.6 第三層問卷結果分析-存取認證層…………………65 5.1.7 第三層問卷結果分析-協同層………………………66 5.1.8 第三層問卷結果分析-應用層………………………66 5.1.9 第三層問卷結果分析-傳輸層………………………66 5.1.10 第三層問卷結果分析-系統整合層 ………………67 5.1.11 第三層問卷結果分析-系統層 ……………………67 5.1.12 德菲爾法分析小結…………………………………67 第二節 層級分析法問卷調查結果分析……………………………69 5.2.1 層級分析法問卷設計 ………………………………69 5.2.2 層級分析法問卷發放及回收 ………………………69 5.2.3 層級分析法問卷調查結果分析 ……………………69 5.2.4 權重分析彙整 ………………………………………81 5.2.5 層級分析法(AHP)小結 ……………………………82 第三節 小結與引申意涵探討………………………………………83 第陸章 任務配適與知識管理策略…………………………………………86 第一節 研究背景……………………………………………………86 第二節 文獻探討……………………………………………………87 6.2.1 科技配適理論 ………………………………………87 6.2.2 任務/系統配適 ……………………………………88 6.2.3 價值鏈模式 …………………………………………89 6.2.4 微笑曲線 ……………………………………………89 6.2.5 企業策略 ……………………………………………90 第三節 研究架構與方法……………………………………………92 6.3.1 研究架構 ……………………………………………92 6.3.2 研究方法與問卷設計 ………………………………93 6.3.3 問卷發放 ……………………………………………96 第四節 研究結果……………………………………………………96 第五節 本章小結………………………………………………… 101 第柒章 結論與建議……………………………………………………… 105 第一節 研究結論………………………………………………… 105 第二節 研究貢獻………………………………………………… 107 第三節 未來研究方向及建議…………………………………… 107 參考文獻 ………………………………………………………………… 108 中文部分 ………………………………………………………… 108 英文部分 ………………………………………………………… 108 網站資源 ………………………………………………………… 115 附錄一 第一階段(德菲爾法)專家問卷………………………………… 117 附錄二 第二階段(層級分析法)專家問卷 ………………………………133 附錄三 知識管理系統/任務配適度問卷…………………………………152 附錄四 系統/任務配適問卷結果…………………………………………154

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