本個案故事在敘述證券產業處於快速變化及高度競爭的環境，電子下單平台成為證券同業間運用於競爭及擴展業務的利器，提供具獨特性及價值性的服務，將是提昇企業競爭優勢的重要策略方向。JStock證券商為了提升企業的競爭力，決定引進國外的證券系統，在導入過程中面臨許多需要克服的困難，以及系統本土化後所面臨的難題，同時在其他證券同業競爭的時間壓力下，該如何做出正確的決策，讓系統順利上線以掌握市場競爭的最佳優勢和時機；此外，在和委外資訊廠商合作的過程中，資訊平台的創新及策略可能外流成為資訊廠商向其他證券商推廣之利基，JStock公司又該如何運用策略性委外以避免此問題發生，達到保護策略資訊平台的獨特性，同時利用外部資源以應變日新月異且競爭的產業生態，進而發揮跨國導入證券系統最大的效益及目的。
本個案主要在探討JStock證券商如何運用外部資源以提供更具異質化的服務，進而了解資訊委外的整體策略及重視層面，同時分析內在優勢及產業競爭環境以掌握企業核心的競爭力；此外，在資訊系統委外的同時又該如何保有資訊資源的獨特性，以防止證券系統落入同構的漩渦，而在與資訊委外廠商建立長期合作與信任關係的模式下，應避免過度依賴單一資源所可能產生的風險。企業最佳的經營策略與方向重點在於一邊持續強化自身核心價值與掌握自身利基，同時一邊探索新的知識及未來可能的機會，進而達到企業創新的局面。

This case describes how electronic ordering platform become a powerful weapon in the securities industry to compete and expand business in a rapid-changing and highly competitive environment. Providing unique and valuable services will become an important strategic direction to enhance the competitive advantage of an enterprise. JStock securities firm had decided to introduce foreign securities systems in order to improve its competitiveness. During the process, JStock faced many difficulties that need to be overcome and challenges that came with the localization of the systems. At the same time, it needed to make the right decisions in order to bring the systems online while grasping the best timing for market under the time pressure of competition between securities firms. In addition, during the process of cooperation with outsourcing information vendors, creativity and strategies about the platform could be leaked out and be used by the vendors to promote the niche to other securities firms. How JStock should execute strategic outsourcing in order to avoid this problem and to protect the uniqueness of its strategic information platform; also, how JStock should utilize external resources to respond to the rapidly changing and competitive industrial ecology, in order to achieve the highest purpose and the greatest benefits of introducing securities systems from foreign countries.
This case mainly explores how JStock utilized external resources to provide more heterogeneous services, in order to gain an understanding on the overall strategy and attention level of information outsourcing; at the same time, it analyzes the internal advantages and the competetive environment of the industry in order to grasp the core competetive power of an enterprise. Furthermore, it discusses how to maintain the uniqueness of information resources while outsourcing in order to keep the securities system from falling into a whirlpool of isomorphism; to avoid the risks that might result from depending on a single resource while building a trust relationship model of long-term cooperation with information outsorucing vendors. The best business strategy and direction of an enterprise are to continuously strengthen its own core values and to maintain its niche, while exploring new knowledge and potential future possibilities in order to achieve business innovation.

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二、 中文部份
1. 陳惟龍&王建武（2012），如何提升我國證券的經營發展，櫃檯買賣中心專題報導。
2. 范永平（2012），中菲電腦證卷軟體事業部－沒有簽約的系統開發案，國立台灣科技大學管理研究所EMBA碩士論文。
3. 鄒朝棟（2013），eBUS專案委外期間的決策困境，國立台灣科技大學資訊管理研究所EMBA碩士論文。
4. 林東清（2013），資訊管理：e化企業的核心競爭力（五版）。
三、 網站部分
1. 台灣證券交易所：http://www.tse.com.tw
2. 證券櫃檯買賣中心：http://www.gretai.org.tw/ch/index.php
3. 中華民國證券商同業公會：http://www.csa.org.tw/
4. MIC產業情報研究所：http://mic.iii.org.tw/index.asp
5. MBA智庫百科：http://wiki.mbalib.com