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研究生: 蔡承遠
Cheng-yuan Tsai
論文名稱: 從企業生態地位觀點探討本土競爭優勢─以壽險資訊服務廠商為例
Exploring Domestic Competitive Advantages from Organizational Niche Perspectives – Lessons Learned from the Insurance Information Service Enterprise
指導教授: 周子銓
Tzu-Chuan Chou
黃世禎
Shih-Chen Huang
口試委員: 李國光
Gwo-Guang Lee
學位類別: 碩士
Master
系所名稱: 管理學院 - 資訊管理系
Department of Information Management
論文出版年: 2009
畢業學年度: 97
語文別: 中文
論文頁數: 110
中文關鍵詞: 企業生態地位競爭優勢競爭策略
外文關鍵詞: Organizational Niche, Competitive Advantages, Competitive Strategies
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  • 隨著全球化腳步,國外企業開始進入國內市場,對國內產業造成一定程度的衝擊。然而國外企業並非都能獲得絕對的優勢,表示國內外企業在市場競爭中存在某些關鍵因素而造成此結果。若國內企業能掌握這些關鍵因素,轉化為本土競爭優勢,便能在全球化競爭的時代面對市場外來進入者的挑戰。
    本研究透過企業生態地位觀點,探討國內企業如何擁有且穩固發展的本土競爭優勢。企業生態地位代表企業佔據產業環境的不同資源空間,包含環境條件、技術、資金、人力等資源,當企業間佔據到相同資源空間,亦即企業生態地位重疊時,便以競爭等方式來佔有所需資源。所以,企業生態地位受到企業所佔據的資源空間,以及企業選擇的競爭策略所影響而產生演化,使企業間存有不同特性的生態地位。此演化過程亦呈現企業對環境的適應程度,其適應程度越高,越有機會在產業環境變動的過程中獲取更佳競爭優勢。
    本研究以個案的方式呈現國內壽險資訊服務廠商的發展過程,觀察累積專屬於壽險產業的特化資源、以及其企業生態地位所呈現的特徵,並歸納成企業生態地位演化的不同階段。最後以「專案特化程度」與「企業特化資源」兩個維度呈現企業生態地位的演化途徑,並從中解釋不同企業生態地位對企業競爭策略與競爭優勢的影響,供其他企業對於競爭策略發展之參考。


    Under the globalization, foreign enterprises begin to enter the domestic markets that influences domestic enterprises. However, foreign enterprises don’t necessarily obtain the absolute advantages. It means there are some key factors in market competition between foreign and domestic enterprises. So, domestic enterprises could try to find these key factors and convert to the domestic competitive advantages that protects them against competitive pressures in the global competition environment.
    The major purpose of this study is to discuss the procedure that domestic enterprises gain the domestic competitive advantages by the organizational niche perspectives. Organizational niche indicates enterprise occupies different resources in the industrial environment, including environmental condition, technology, fund, human resource, and so on. When different enterprises need the same resource, enterprises will compete to hold the resources. Therefore, organizational niche is affected by enterprise’s resources and competition strategies which the enterprise chooses. Besides, enterprises have different characteristics of organizational niche because of evolution. The process of specializing also effects enterprise’s adaptable. If enterprises have highly adaptable, they will have more opportunities to obtain domestic competitive advantages during environment change.
    Using the case study of the insurance information service enterprise, this study observes the process of accumulating the specialized resources, and then defining the evolution stages of organizational niche. Finally, this study shows the evolutionary path of organizational niche by the two dimensions analysis of “project specialized level” and “enterprise specialized resources”, and argues the influence of different organizational niche between competition strategies and competitive advantages for other enterprises.

    摘 要 I Abstract II 誌 謝 III 目 錄 IV 表 目 錄 VII 圖 目 錄 VIII 第一章、緒論 1 1.1 研究背景與動機 1 1.2 研究問題與目的 3 1.3 研究範圍與流程 5 1.4 論文架構 7 第二章、文獻探討 8 2.1 競爭策略 8 2.2 組織生態學 11 2.3 企業生態地位 12 2.4 專精策略與通才策略 15 第三章、研究架構與方法 17 3.1 研究架構 17 3.2 研究觀察重點 20 3.3 研究方法 26 3.4 資料蒐集與分析 28 第四章、個案描述 30 4.1 個案背景簡介 30 4.2 個案公司簡介 31 4.2.1 核心能力建立 32 4.2.2 掌握趨勢、持續累積核心能力 35 4.2.3 開拓新商機 36 4.2.4 發展新技術 37 4.3 LIC公司簡介 39 4.3.1 舊系統疊床架屋 39 4.3.2 舊系統架構限制 40 4.4 壽險業核心系統特性 41 4.4.1 壽險產業發展獨特性 43 4.4.2 系統涵蓋範圍 43 4.4.3 系統設計主軸迴異 45 4.5 新核心系統選擇方案與評估 46 4.5.1 資料轉換門檻 47 4.5.2 委外廠商選擇 48 4.6 不同系統思維 50 4.6.1 需求盲點與舊系統思維慣性 51 4.6.2 舊系統問題不易解決 52 4.6.3 雙方協作過程與導入結果 52 4.6.4 F公司導入結果 53 4.7 煒來進行LIC專案 54 4.7.1 LIC公司核心系統 54 4.7.2 界面、系統模組化、rule-base 56 4.7.3 確立核心,化繁為簡,異中求同 56 4.7.4 同中求異,收斂風險,創造彈性 57 4.7.5 建立溝通架構、專業分工 58 4.7.6 BPR決策小組 58 4.7.7 解決資料轉換門檻 60 4.7.8 克服user需求盲點 61 4.7.9 重塑合作模式 62 4.7.10 凝聚合作共識 63 4.7.11 結合新技術建置新系統 64 4.7.12 LIC專案正式上線 65 4.8 LIC公司之專案過程比較 68 4.9 煒來發展歷程大事記 69 4.10 LIC專案導入成果 71 第五章、個案分析 72 5.1 個案資料歸納 73 5.2 企業生態地位具體化描述 82 5.3 企業生態地位二維分析 84 5.4 企業發展策略與競爭優勢 91 第六章、研究結論與建議 95 6.1 結論與研究貢獻 95 6.2 未來研究方向 96 參考文獻 97 附錄A─受訪者資料與訪談問項彙整 101

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