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研究生:班仁文
研究生(外文):Ren-Wen Ben
論文名稱:應用系統工程方法於涵蓋作業能力之整合性策略架構發展
論文名稱(外文):Applying Systems Engineering Approach for the Integrated Strategy Framework Development Involving Operational Capability
指導教授:宮大川宮大川引用關係
指導教授(外文):Dah-Chuan Gong
學位類別:博士
校院名稱:中原大學
系所名稱:工業與系統工程研究所
學門:工程學門
學類:工業工程學類
論文種類:學術論文
論文出版年:2014
畢業學年度:102
語文別:英文
論文頁數:113
中文關鍵詞:品質管理系統整合性策略架構先進產品品質規劃系統工程程序法
外文關鍵詞:Integrated Strategy FrameworkQuality Management System (QMS)Systems Engineering Process (SEP)Advanced Product Quality Planning (APQP)
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摘要
為了順利地推動公司層級的策略,高階經理人在關注跨產業的市場機會時,有必要先顧全策略性作業能力的整備工作,以確保策略的可行性。為此,本研究所發展的整合性策略架構,能夠在策略底定之前,經由系統工程程序的機制,建立一個整合性策略。由於作業主管的參與,得以及早因應經營管理面向的重大影響,並針對急需改善的關鍵性能力,提出適切的改善計畫,以促進策略的可行性。
本研究以 3C 電子業者有意進入汽車電子市場的情境為例,並藉由案例展示檢驗所提出架構的可行性。此一案例情境,根據業者對於 Telematics 市場的策略定位,各級主管得以參與先期的策略規劃,反思導入新的品質管理系統之後,當前的作業層面,諸如產品發展流程和資訊系統的落差,如何因應未來的營運環境。其過程,經由需求評估和相關作業流程的初步設計之後,基於策略性能力整備的優先性,在資訊系統架構的規劃過程之中,也突顯出業者在日後和供應廠商、和客戶之間更為密切的協同關係。因此,本研究所建立的整合性策略架構,其思維能夠在策略形成的初期,即納入中階或是作業層級的管理者共同參與。此一做法,頗受到經驗豐富的管理者認同,除了 3C 電子業者,亦將有助於其他有意跨業發展的業者參考。




ABSTRACT
Appraising operational capabilities for a feasible corporate-level strategy is a vital necessity during strategy formulation. The literature on top management is deficient in terms of both broader perspectives about operational considerations and focusing on market opportunity in the related manufacturing industries. Therefore, this thesis aims to develop an integrated strategy framework to coordinate these considerations and improve the strategic capabilities of critical operational requirements. This framework performs integrated strategy development through a systems-engineering approach and with the involvement of the empowered managers. The demonstration is applied in the case of a 3C electronics firm by looking backward over predefined strategic positions such as the Telematics market. The proposed approach assists managers in making concessions in relation to considerations in the NPD process and in term of appraising the fitness of operational capabilities; whether they are ready for the specific quality management system and the operational environment.
The research conceives an integrated strategy development approach for providing considerations of operational capabilities in order to facilitate unhindered strategy implementations. By means of demonstrations, empowered managers respond to the interactions between product development and quality management systems. They further evaluate operational maturity and pay attention to information infrastructures for prior capabilities. This tightens the relationship between collaborative suppliers and customers for product development through strengthened IT capability. This research finds that the proposed integrated strategy framework performs well in relation to considerations for operations management, through multi-level manager involvement. In Company X, experienced managers also recognize the significant impact that this approach has on strategy formulation and decision-making, which reinforces the fact that firms mimic existing firms when entering a targeted multi-industry market.




TABLE OF CONTENTS

摘 要 ….…....………….……..……………………………..………………………….. Ⅰ
ABSTRACT……………………………………..………………………………………Ⅱ
ACKNOWLEDGEMENTS ………………..…….....................………………….. Ⅲ
TABLE OF CONTENTS ………………………………………………….………….. Ⅳ
LIST OF FIGURES ……………………………………………………….………….. Ⅵ
LIST OF TABLES ........................................................................... Ⅸ
ABBREVIATIONS .......................................................................... Ⅹ
1. INTRODUCTION ….....................................................................… 1
1.1 Research Background and Motivation ...…………………………….….......…… 2
1.2 Research Purpose and Scope …....….……………………………………….…… 3
1.3 Research Structure ……………….………………………………….…..……..7
2. LITERATURE REVIEW…………………………………….………………. 9
2.1 Strategy Management …………………………….…………….…..…..…… 9
2.2 Quality Management Systems ………………………………….…..….…..… 12
2.3 Systems Engineering Management ………………….…………………… 14
2.4 Design Structure Matrix …………………………………………….…..…… 16
2.5 Information Systems ………………………………………..….……....……. 18
2.6 Summary …….…………………..…………..……….………..………… 21
3. RESEARCH METHODOLOGY …………..………………….………… 23
3.1 Background of Research Thinking ……………………………………....….. 23
3.2 Methodology of Integrated Strategy Framework Development……………… 27
3.3 Operations Level for Strategy Formulation …………………….………….… 29
3.4 V-shape Configuration for the Operations Considerations …………..… 32
3.4.1 Description of analysis/design module …………………………....……… 33

3.4.2 Description of maturity evaluation module ……………………………….... 36
3.4.3 Description of system analysis for information infrastructure ………….… 40
4. APPLICATION OF INTEGRATED STRATEGY FRAMEWORK
IN CONSIDERATION OF NPD’S CAPABILITY ……..…....…….. 44
4.1 Background of the Case Company …….……………….…………..…………. 44
4.2 Description of the Proactive Strategy Management Platform ………………..… 47
4.3 Application of Proposed Methodology ………………………………….…… 50
4.3.1 Design the APQP-based NPD’s process …………………….……………...… 50
4.3.2 Evaluation of the maturity in the APQP-based NPD’s process ….…………… 59
5. APPLICATION OF INTEGRATED STRATEGY FRAMEWORK
FOR ANALYZING IT SOLUTION……….…… ………………....… 67
5.1 System Analysis for Implementing IT Architecture ………………….…...… 67
5.2 Solution Map for Preliminary Proposal ……………………………..…. 68
5.3 Detail Analysis and Functionality Allocation ……………………….……..… 70
5.3.1 Analyzing the collaborative scenario on planning process ………………...… 73
5.3.2 Analyzing the collaborative scenario on pricing process …………….…..… 75
5.3.3 Analyzing the collaborative scenario on quality planning process ……….… 77
5.3.4 Analyzing the collaborative scenario on design change process ……….… 80
5.4 Construction of the System Architecture ………………………….……..… 83
5.5 Establishment of Evaluation Mechanism ………………………….…….… 85
5.6 Presentation of the Benefits and Performances ………………………….… 87
5.7 Summary ………………………………………………….………………….… 88
6. JUSTIFICATIONS OF METHODOLOGY AND DISCUSSION….. 89
7. CONCLUSIONS ……………….…………………….………..…….………. 93
REFERENCES ………………………………………….…………………..……… 95


LIST OF FIGURES

Figure 1-1. Automotive Electronic Devices for Telematics ………………………..…… 2
Figure 1-2. Applying a Systems Engineering Approach with a Two-phase Mechanism
for the Relationship between Corporation-level Strategies and
Operations Management …………………………………………………….… 4
Figure 1-3. Conceptive Research Framework………………………………………..… 6
Figure 1-4. Research Structure…………………………………………………………… 8
Figure 2-1. Advanced Product Quality Planning (APQP) Timing Chart …….……… 13
Figure 2-2. The Systems Engineering Process …………………………….……….….. 15
Figure 2-3. The Differences of Configuration Representation between Graph and
DSM for Characterizing a System ………….….….……………….……… 17
Figure 2-4. A General Procedure for Adopting the Information Systems …….……… 20
Figure 3-1. Hierarchy on Strategic Formulation with Systems Engineering Approach …. 24
Figure 3-2. The Proactive Strategy Formulation Process within a Generic
Strategy Management Platform ………….….….…………………………..... 26
Figure 3-3. The Guidance of Integrated Strategy Development for To-Be Proactive
Strategy Formulation Process………….….………..……………………..... 27
Figure 3-4. The V-shape Configuration with System Engineering Approach
for the Proactive Strategy Formulation ………….….……………….…….. 29
Figure 3-5. The V-shape Configuration for Systematic Strategy Analysis
in Operations Layer ………….….….………………………….…………... 31
Figure 3-6. The Analysis/design Module at Operations Layer …………….………….. 34

Figure 3-7. An Example of Design Structure Matrix Construction ………………….… 36
Figure 3-8. The Maturity Evaluation Module at Operations Layer……………...…….… 38
Figure 3-9. Creating a New SEP Module for Submitting a Feasible Proposal ……….. 41
Figure 3-10. The Sub-module for System Analysis of Information Systems
in Maturity Evaluation Module …………………………………………….. 43
Figure 4-1. Interaction from Problems and Solutions by a Causal Analysis ………… 46
Figure 4-2. Example of Strategy Map for Product Development ………….………….. 47
Figure 4-3. The Conceptive Flows in a Generic Strategy Management Platform ..48
Figure 4-4. The Analysis/design Module for NPD’s Process ………….……………..… 51
Figure 4-5. Activities for “should be” or “would be” While APQP Requests Introduced ... 52
Figure 4-6. Applying APQP Tools Contrast with Ongoing Stage Phases …………...… 53
Figure 4-7. The original binary matrix ….……….…………………………..…….… 55
Figure 4-8. The partitioned design structure matrix ……………………………………... 56
Figure 4-9. APQP-based NPD’s Process Based on DSM Algorithm …………………. 57
Figure 4-10. The Maturity Evaluation Module for NPD’s Process …………………….... 60
Figure 4-11. The Maturity Assessment on APQP-based NPD’s Process.............62
Figure 4-12. A Dispersed and Separated Resource Allocation of As-Is Model ... 64
Figure 4-13. Matching Various Activities, Functional Modules to Collaborative
Scenarios and Management Systems ….………………………..….…… 65
Figure 5-1. System Analysis Module of Information Systems for Proposal Submission ….. 68
Figure 5-2. The Scenario for the Future Operations Environment ………………….…. 69

Figure 5-3. A General Procedure for the Adoption of Information Systems Program …... 70
Figure 5-4. A process for Collaborative Scenario of Planning …………………….…….. 73
Figure 5-5. A UML Sequence Diagram for the Collaborative Scenario of Planning .….... 74
Figure 5-6. A process for Collaborative Scenario of Pricing ………………………..….. 76
Figure 5-7. A UML Sequence Diagram for the Collaborative Scenario of Pricing …....... 76
Figure 5-8. A Process for Collaborative Scenario of Quality Planning ……………..…… 77
Figure 5-9 a. A UML Sequence Diagram for the Collaborative Scenario of Quality
Planning (customer responds the No-Go message for the detail design) ....… 78
Figure 5-9 b. A UML Sequence Diagram for the Collaborative Scenario of Quality
Planning (customer responds the confirmation and inquires about EVT documents) …... 79
Figure 5-10. A process for Collaborative Scenario of Design Change …………….…… 80
Figure 5-11 a. A UML Sequence Diagram for the Collaborative Scenario of Design
Change (customer responds the confirmation on the proposed problem solution) …... 81
Figure 5-11 b. A UML Sequence Diagram for the Collaborative Scenario of Design Change (Company X react the design change after customer disagrees on the
proposed solution) …………………………………………….…………………..... 82
Figure 5-11 c. A UML Sequence Diagram for the Collaborative Scenario of Design
Change (Company X enables the project for design change) ………………..….…. 83
Figure 5-12. Three-tier Architecture of Product Development Management Systems ...…84

LIST OF TABLES

Table 3-1. TNS ABCD Planning Framework Mapping to Systems Engineering Process ... 28
Table 3-2. A comparison of the Elements between the SEP and the Modules ……..… 32
Table 3-3. Systems Engineering Process for Research Scenarios at the Stage Ⅰ..33
Table 3-4. Systems Engineering Process for Research Scenarios at the Stage Ⅱ…37
Table 3-5. Definition of Dimensions and Criteria on the Maturity ………………….… 40
Table 3-6. Sub-module for System Analysis of Information Systems
at the 3rd Element of Maturity Evaluation Module …………………….…….. 42
Table 4-1. Description and Predecessors of Each Activity at Stages …………………… 54
Table 4-2. Definition of Dimensions and Criteria on the Maturity …………………..… 61
Table 5-1. Description of Symbols in Collaborative Scenarios Processes and
Sequence Diagrams ………………………………………………………...... 72
Table 5-2. Critical Scenario Processes, Application Software and Tools, and
the Various System Components Matrix ……………………….…………..... 86

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