企業導入ERP系統專案管理－限制理論之運用

Project Management for Enterprise to Implement ERP System － Application of Theory of Constraint

楊志生(Chih-Sheng Yang)

指導教授 ： 劉士豪

中原大學/商學院/資訊管理研究所/碩士(2002年)

https://doi.org/10.6840/cycu200200491

摘要

摘　要
由於ERP系統的導入牽涉企業層面廣泛，耗費時間與物力，其中在導入的過程中有很多不確定限制因素影響到ERP系統是否順利成功導入。從一些學術研究報告得知，企業一方面希望積極導入ERP系統，提昇企業競爭力；另一方面ERP系統是牽涉企業的流程再造的複雜工程，規劃不當又會導致失敗的極高風險性。因此，本研究目的是希望利用「限制理論」方法，建構一套「ERP系統成功導入的專案管理程序架構」，幫助企業順利導入ERP系統。
本研究蒐集有關於限制理論的文獻，說明限制理論的定義、階段思考流程及應用情形。為了深入瞭解ERP系統導入的情形與成功關鍵因素，本研究因此蒐集一些研究相關ERP系統導入成功關鍵因素的文獻。
本研究利用上述的相關文獻論點，嘗試利用「限制理論」方法，發展一套「ERP系統成功導入的專案管理程序架構」，說明如何使用此研究架構，有效管理ERP系統專案過程，確保專案的成功。本研究並引述個案公司的實例，探索性的驗證個案公司於導入ERP系統時，本研究的研究架構的可行性。
由於企業作業流程複雜且廣泛，本研究限制於研究資源有限，只有選擇以個案研究為主要之研究對象，探討利用限制理論方法應用於ERP系統專案導入的可行性。對於不同導入模式與企業環境的個案，在運用限制理論方法於ERP系統專案導入過程與結果，是否會產生不同的變化，需要進一步驗證。

關鍵詞：ERP系統（Enterprise Resources Planning System）：企業資源規劃系統
限制理論（Theory of Constraint，TOC）
專案管理（Project Management）
專案緩衝（Project Buffer ）
關鍵限制因素（Key Constraints Factors）

關鍵字

限制理論 ； 專案管理 ； 專案緩衝 ； 關鍵限制因素 ； ERP系統

並列摘要

Thesis　Abstract
There are many companies introducing ERP, but, unfortunately, most of them are failed in implementing ERP system. Some prevailing enterprises conduct enterprise resources planning (ERP) to improve their competitiveness. However, many enterprises failed in their endeavor to achieve ERP systems implementation.
Therefore, A successful ERP implementation must be managed as a program of wide-ranging organizational change rather than a software installation effort. this thesis aiming at exploiting the thinking process and methodology containing in Theory of Constraints (TOC) to construct a systematic framework and implementation procedure of the ERP project management as a guideline to assist enterprises to implement their ERP system successfully.
The systematic thinking of TOC emphasized that the maximum output will be decided by the weakest linkage in any specific system. The weakest linkage or any other weak linkage is so-called the “constraint” of the system (Goldratt, 1992). In this research, we further put efforts to how to identify and find out the constraints within ERP initiative planning through guideline mentioned above, the systematic framework and implementation procedure of the ERP project, and then managing these constraints within ERP implementation.
This research chiefly offers a solution that assist a company to manage ERP project, which ensures to implement ERP successfully, through the proposed ERP project implementing framework and procedure by TOC methodology. This implementing framework and procedure can not only avoid failure risk when a firm plans ERP project, but also reduce a lot of time and make cost savings to implement the ERP systems. An enterprise that follows the systematic implementing framework and procedure in ERP project is much more successful than the one that does not.

Key Words：Enterprise Resources Planning System
Theory of Constraint，TOC
Project Management
Project Buffer
Key Constraints Factors

並列關鍵字

Project Buffer ； Enterprise Resources Planning System ； Theory of Constraint ； Project Management ； Key Constraints Factors

參考文獻

8.Goldratt, Eliyahu M., “Necessary But Not Sufficient”, 2000.

12.Karakanian, M., “Choosing an ERP Implementation Strategy,” Year 2000 Practitioner, Vol. 2, Iss.7, 1999, pp.1-6.

16.McMullen, Jr. Thomas B., “Theory of Constraints (TOC) Management System”, The St. Lucie Press/APICS Series on Resource Management, 1998.

參考文獻

一、中文部份