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研究生:薛承志
研究生(外文):Cherng-Jyh Shiue
論文名稱:資訊運籌管理(CALS)策略導入模式探討-以國造裝甲車研發管理為例
論文名稱(外文):The Research on Developing a Model of Implementing CALS Strategy --- A Case Study of Armor Vehicle Developing Management
指導教授:徐濟世徐濟世引用關係
學位類別:碩士
校院名稱:國立雲林科技大學
系所名稱:資訊管理系碩士班
學門:電算機學門
學類:電算機一般學類
論文種類:學術論文
論文出版年:2003
畢業學年度:91
語文別:中文
論文頁數:140
中文關鍵詞:資訊運籌管理整體後勤支援武獲管理資訊管理IM
外文關鍵詞:CALSAcquisition managementInformation ManagementILS
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今日的企業正面臨著日益競爭的全球化商業環境,對研發、製造及服務業而言,縮短產品開發時程、提高品質與降低成本、快速反應客戶需求,已成為其保持競爭優勢的必備條件。
陸軍近年來積極推動「機械化、立體化、自動化」的建軍備戰工作,相關技術資料與管理資訊數量極為龐大,成為後勤管理的重大負擔。亦需藉由建立完整的管理資訊系統,將武器系統以「整體後勤」的觀念,透過「資訊運籌管理(CALS)策略」標準化、數位資訊,提昇其後勤管理效能,有效整合系統全壽期各項作業,實現整體後勤支援的目標。
唯目前未見適合國軍本土化的資訊運籌管理導入方法,可作為國軍導入資訊運籌管理策略系統的實施步驟依據,故而提出一套能適合國軍導入資訊運籌管理策略的方法實為當務之急。
有鑑於此,本研究透過文獻探討的方式,瞭解成功導入資訊運籌管理策略系統之方法,提出一適合國軍導入資訊運籌管理策略系統的參考模式及建議;以國軍裝甲車研發管理為例,對事先選定的個案公司透過深入訪談、實際觀察、文件及檔案資料收集等方式,輔以非結構化問題進行個案研究;藉由個案研究所得之結論,修正之前所提出之參考模式雛型成為本研究建議的參考模式,以供國軍單位的借鏡,並作為未來導入資訊運籌管理策略系統之參考。
Recently the role of logistics has grown more crucial as modern warfare has increased it operation.
Recently, the enterprise faces a globalization business environment in which the competition increases day by day. As for R&D, manufacturing, and service business, to shorten products developing period, to increase products quality and decrease manufacturing costs, and to respond customers requirements immediately are the necessary conditions for keeping competition advantage.
Recently the role of logistics has grown more crucial as modern warfare has increased in technological terms of “Mechanization, Three-dimensional, Automation” in armaments preparation. To manage correlation technology information of complicate diversity equipments is an extremely heavy burden for the logistics management. The “Integrated Logistics Support” lays a task for supporting the CALS on its standardize digital information application through adopting digitization and standardization operation notion to access technology data to promote the utilization capacity, management efficiency, and effectually integrate weapon system in every operations of life-cycle and consequently to achieves the objective of integrated logistics support in military operation.
So far, there is no experience in implementing CALS strategy systems for ROC military. Therefore, to provide a suitable model for the ROC military is an important and urgency task at this moment.
In this research, firstly we survey the existing models for the implementation of information technology and CALS strategy systems. Secondly, we study the operating characteristics of the military in ROC, and propose a preliminary model, the Armor Vehicle Developing Management, for implementing CALS strategy systems in ROC Army. We visit a R&D type company as to be our real study case to get its implementation experience, and use this information to revise our preliminary model. The model proposed in this thesis could be used as a reference model for the military in ROC to implement their CALS strategy systems.
摘要.......................................................................................................................i
誌謝.....................................................................................................................iv
目錄......................................................................................................................v
表目錄.....................................................................................................................ix
圖目錄......................................................................................................................x
一、緒論............................................................................................................1
1.1. 研究背景與動機..........................................................................................1
1.1.1. 企業營運面臨的挑戰與問題......................................................................1
1.1.2. 全球化的企業營運整合..............................................................................1
1.1.3. 在快速變遷的環境維持競爭力..................................................................2
1.2. 研究目的......................................................................................................2
1.3. 研究範圍定義..............................................................................................3
1.4. 研究限制......................................................................................................3
1.4.1. 個案研究方法..............................................................................................3
1.4.2. 研究者主觀意識介入所造成的偏差..........................................................3
1.4.3. 個案對象資訊開放程度所造成的限制......................................................4
1.5. 研究步驟......................................................................................................4
二、文獻探討........................................................................................................6
2.1. 資訊科技應用之導入..................................................................................6
2.1.1. 資訊科技應用的概念..................................................................................6
2.1.2. 資訊科技導入模式......................................................................................7
2.1.3. 資訊系統導入方法論..................................................................................8
2.1.4. 資訊科技應用導入之關鍵性成功因素....................................................12
2.2. 資訊運籌管理(CALS)策略..................................................................13
2.2.1. 策略定義與運作原則................................................................................13
2.2.2. 資訊運籌管理(CALS)策略定義及演進..............................................14
2.2.3. CALS 策略之應用領域與相關技術.........................................................16
2.2.4. 資訊運籌管理(CALS)策略效益..........................................................19
2.2.5. 國內外CALS 策略發展現況....................................................................21
2.2.6. 資訊運籌管理(CALS)策略導入方式..................................................25
2.2.7. 影響資訊運籌管理(CALS)策略導入因素..........................................29
2.3. 企業流程改造的意義................................................................................31
2.4. 產品資料管理(PDM) ...........................................................................33
2.4.1. PDM 之演進..............................................................................................34
2.4.2. PDM 之含義..............................................................................................34
2.4.3. PDM 之功能架構......................................................................................35
2.4.4. PDM 之效益..............................................................................................36
2.4.5. PDM 軟體比較..........................................................................................38
2.4.6. 產品資料管理系統之導入........................................................................39
2.4.7. PDM 導入小結..........................................................................................45
2.5. 整體後勤支援(ILS) ..............................................................................46
三、研究方法......................................................................................................48
3.1. 研究採用方法............................................................................................48
3.2. 研究程序....................................................................................................49
3.3. 個案研究設計............................................................................................51
3.3.1. 個案公司選擇............................................................................................51
3.3.2. 資料來源....................................................................................................51
3.3.3. 個案研究之進行方式................................................................................52
3.3.4. 訪談問題設計............................................................................................52
3.4. 個案分析方法............................................................................................52
3.5. 研究的品質................................................................................................53
四、參考模式雛型建立......................................................................................55
4.1. CALS 策略推展過程.................................................................................55
4.2. CALS 策略推展組織分工.........................................................................55
4.3. CALS 策略實行的條件.............................................................................56
4.4. 影響CALS 策略導入因素........................................................................57
4.5. CALS 策略實行.........................................................................................58
4.6. CALS 策略導入模式雛型.........................................................................58
五、個案分析......................................................................................................61
5.1. 個案公司簡介............................................................................................61
5.2. 個案CALS 策略導入前環境及作業狀況................................................61
5.3. CALS 策略觀念導入與發展決策.............................................................63
5.4. 先導系統發展專案團隊............................................................................63
5.5. 個案CALS 策略導入規劃........................................................................64
5.5.1. 策略構想....................................................................................................64
5.5.2. 運作架構....................................................................................................67
5.5.3. 系統發展規劃............................................................................................67
5.6. 執行概況....................................................................................................71
5.6.1. 流程分析重整與系統整合........................................................................71
5.6.2. 工程藍圖數位化........................................................................................72
5.6.3. 產品資料管理............................................................................................73
5.6.4. 後勤管理資訊系統....................................................................................74
5.6.5. 交談式電子技令........................................................................................75
5.7. 效益分析....................................................................................................76
5.7.1. 電腦輔助設計(CAD)............................................................................76
5.7.2. 產品資料管理(PDM) ...........................................................................77
5.7.3. 後勤管理資訊(LMI).............................................................................78
5.7.4. 交談式電子技令(IETM) ......................................................................79
六、參考模式驗證..............................................................................................80
6.1. CALS 策略推展過程.................................................................................80
6.2. CALS 策略推展組織分工.........................................................................80
6.3. CALS 策略實行的條件.............................................................................81
6.4. 影響CALS 策略導入因素........................................................................82
6.5. CALS 策略實行.........................................................................................82
6.6. 評估驗證....................................................................................................83
6.7. 修正後CALS 策略導入模式....................................................................83
七、結論與建議..................................................................................................86
7.1. 結論............................................................................................................86
7.2. 對個案公司的建議....................................................................................86
7.3. 後續研究建議............................................................................................87
參考文獻....................................................................................................................88
附錄一、個案訪談計畫.................................................................................................92
附錄二、個案訪談問題.................................................................................................94
附錄三、訪談重點整理.................................................................................................97
附錄四、個案研究資料庫...........................................................................................108
附錄五、個案研究時間-事件矩陣........................................................................... 114
附錄六、個案CALS 先導系統發展相關訓練統計...................................................123表目錄
表1. CALS 策略之預期效益.................................................................................. 20
表2. PDM 產品功能評估........................................................................................ 38
表3. CAD 導入效益比較......................................................................................... 77
表4. PDM 導入效益比較........................................................................................ 78
表5. LMI 導入效益比較.......................................................................................... 79
表6. IETM 導入效益比較....................................................................................... 79
圖目錄
圖1. 研究流程........................................................................................................... 5
圖2. 資訊系統規劃過程與方法............................................................................... 9
圖3. 企業系統規劃步驟......................................................................................... 10
圖4. CALS 策略內容與意義的演變....................................................................... 16
圖5. 數位化資料整合的基礎................................................................................. 17
圖6. CALS 策略之應用領域.................................................................................. 19
圖7. 各國推動CALS 策略模式............................................................................. 26
圖8. NATO CALS 策略發展程序........................................................................... 28
圖9. CALS 策略策略系統整合架構....................................................................... 29
圖10. 企業程序再工程生命週期模式................................................................... 33
圖11. PDM 導入方法............................................................................................... 43
圖12. 整體後勤支援因素....................................................................................... 46
圖13. CALS 策略導入模式建立架構圖................................................................. 50
圖14. CALS 策略實行過程..................................................................................... 55
圖15. CALS 策略推動之角色關係......................................................................... 56
圖16. 本研究建議的「CALS 策略導入模式」雛型............................................ 59
圖17. 國防獲得管理架構....................................................................................... 64
圖18. 資訊運籌管理發展策略............................................................................... 66
圖19. 資訊運籌管理系統運作架構....................................................................... 66
圖20. 三次元電腦輔助設計(CAD)主要功能................................................... 73
圖21. 產品資料管理系統(PDM)主要功能...................................................... 74
圖22. 電子技術手冊產生過程............................................................................... 76
圖23. CALS 策略推動組織分工............................................................................. 81
圖24. 本研究建議的「CALS 策略導入模式」.................................................... 84
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