本個案在描述BL銀行證券因證券資訊系統老舊，舊有廠商人員流失，加上近期主管機關法令變更，證券交易系統具有即時性與高風險性等，經BL銀行高層評估後，由Dimerco 廠商為新系統的開發廠商。然而接到系統開發專案後，Dimerco 廠商經理Michael面臨的重大問題：在未接到BL銀行證券系統前，系統開發與維護人力就已經相當吃緊，加上近來證券主管機關的法令變更，除了應付已經接下來的BL銀行證券新案外，原本其他券商的維護案與新法規制度變更，不能因為BL銀行證券所接的新案而停擺而得罪其他券商。面對接踵而至的挑戰，Michael如何在短短的幾個月中，完成BL 銀行的資訊系統開發專案與因主管機關新法令的變更而所需調整的資訊系統？
本論文採用哈佛式教學個案撰寫法，藉由實際個案之發展經驗與理論結合印證，提供券商在委外信任關係建立與資源管理之參考。本個案涵蓋相關教學議題包含有資訊系統轉換、專案管理、人力資源管理與領導。

This case described the resource management issue under information systems of a BL Company. The systems were old; the vendors were also not available; and the maintenance requests were frequent due to the change of laws and regulations. Additionally, because security trading systems were not only real-time but also highly risky, the decision makers of the BL Bank chose Dimerco Company as the new system development agent. However, after receiving the system development project, the manager Michael faced with a big problem. Before not receiving BL security system development project, the system maintenance manpower was quite overloaded due to the frequent requests of maintenance. In addition to the new BL bank security project, Dimerco needed to maintain the other security systems. Facing such a challenge, how can Michael develop the BL bank security system in time of a few months and also well maintain other information systems?
This thesis adopted Harvard case writing style. By studying this case, it was hoped that the combination of real practice case and teaching could provide useful references for industry companies to establish trust in the outsourcing relationship and resource management. The relevant teaching topics include information system conversion, project management, human resource management and leadership.

一、中文文獻
1. 鄭炳強，「軟體工程－從實務出發」，智勝，2008。
2. 林信惠、黃明祥、王文良「軟體專案管理(再版)」，智勝，2010。
3. 熊培霖等譯，原著PMI國際專案管理學會，「專案管理知識體指南」，第四版，博聖科技文化有限公司，2011。
4. 羅伯．奈倫伯格著，黃小萍譯，「指揮台上的管理課」，野人，2011。
5. 楊玉露(2010)，「資訊科技服務、服務品質與使用者滿意度關係之探討－以證券商後台系統為例」，銘傳大學管理研究所在職專班碩士論文。
6. 張純菁(2012)，「企業整併資訊科技源型態重整－以元大金控併購寶來證為例」，臺灣科技大學管理研究所EMBA碩士在職專班碩士學位論文。
7. 范永平(2012)，「中菲電腦證券軟體事業部_沒有簽約的系統開發案」，臺灣科技大學管理研究所EMBA碩士在職專班碩士學位論文。
8. 巫旺儒(2014)，「網路銀行系統重建專案」，臺灣科技大學資訊管理研究所EMBA 碩士在職專班碩士學位論文。
9. 駱雲隆(2014)，「平衡全球系統整合策略與在地回應需求間的挑戰」，臺灣科技大學資訊管理研究所EMBA 碩士在職專班碩士學位論文。
二、英文文獻
10. Labbs, J. J. (1993), “Successful outsourcing depend on critical factors,” Personal Journal, vol. 72, pp.51-61.
11. Leiblein, M. J., Reuer, J. J. and Dalsace, F. (2002), “Do make or buy decision matter? The influence of organizational governance on technological performance,” Strategic Management Journal, vol. 23, pp. 817-833.
12. LacityMary C. and Leslie P. Willcocks, Information Systems and Outsourcing Studies in Theory and Practice,212-218.,2009
13. S.Purba and Joseph J. Zucchero, Project rescue avoiding a project management disaster ,2004
14. Ireland, R. Duane,The management of strategy : concepts and cases ,9th ed.,65-73,2011
15. Robert K. Wysocki., Effective software project management, 37-42,2006
16. Project Management Institute(PMI),A Guide to Project Management Body of Knowledge：PMBOK Guide,5th ed.,2013
17. Catherine LaBerta, Computers Are Your Future,12th ed.,558,2011
三、網路資料
18. 臺灣證券交易所，http://www.twse.com.tw
19. 中菲電腦網站，http://www.ddsc.com.tw
20. 維基百科，http://zh.wikipedia.org/
21. 谷歌學術搜尋網，http://scholar.google.com.tw/schhp?hl=zh-TW
22. http://www.pmtraining.com/PMP/Newsletter-PMP-Article1.aspx
23. http://www.pmi.org.tw/Dynamic/detail?Code=knowledge&page=238