中小企業ERP系統升級之研究-以SAP Business One為例

由於跨國企業之興起，基於全球化佈局、產品的生命週期變短、企業為了滿足顧客需求等的考量之下，商務環境競爭激烈，企業為了求生存，不得不做出改變，企業紛紛投資企業資源規劃系統（Enterprise Resource Planning，ERP），對於已導入ERP系統的企業，其功能必須更快速、完整與健全，才能讓公司所累積的企業文化、知識和商務流程，被快速傳達、妥善儲存並安全的管理。台灣中小企業對於ERP的升級是有困難的，可能因為資金預算較短缺、缺乏資訊系統人才及員工教育訓練不足，且因ERP複雜不好維護，可能面臨升級效率低、停機時間長、評估困難、風險高等技術上的問題。本研究以SAP Business One Accelerated Upgrade Program（SAP B1 AUP）的方法論來升級某家廠商的SAP B1系統，藉以探討兩個問題：1.SAP B1 AUP是否能夠有效管理中小企業ERP系統升級；2.中小企業ERP系統升級遇到的問題及困難和解決方案。研究結果顯示SAP B1 AUP方法論的確是一個周延的升級方法論，依照該方法論執行系統升級能夠降低升級時所產生的風險。另外本研究所探討的個案公司由於其管理階層以及一般同仁對於升級都抱持著相當正面積極的態度，因此文獻中所提到管理面的困難都沒有發生，僅發生系統面的問題：新版本科技系統上問題（含系統功能性問題）的問題。本研究可作為台灣中小企業之ERP系統升級的參考。

關鍵字

企業資源規劃；系統升級； SAP B1 AUP

並列摘要

Due to the rise of multinational corporations, the life cycle of products is shortened based on the globalization. In order to meet the needs of customers, the business environment is fiercely competitive. In order to survive, enterprises must invest ERP (Enterprise Resources Planning) to improve its competitive advantages. However, to adapt new business model and conduct new business processes, upgrading ERP system is compulsory to make ERP faster, more complete and more sound. Upgrading ERP system for SMEs is not an easy task due to their shortage of capital budget, lack of information system staff and insufficient education and training of employees. They may face technical problems such as low upgrade efficiency, long downtime, difficulty in assessment, and high risk. This study introduces a case of a company which upgraded SAP B1 based on the methodology of SAP Business One Accelerated Upgrade Program (SAP B1 AUP). There are two research questions for this study. One is whether SAP B1 UP is able to help companies upgrade SAP B1 efficiently while another is to introduce the difficulties and solutions of upgrading ERP for SMEs based on the case. According to the results of this study, we found that SAP B1 AUP is a well-designed methodology. SMEs can upgrade their ERP system by following SAP B1 AUP and avoid the risks of upgrading occurs. Additionally, the case company took positive attitudes toward the upgrading due the good communication before the upgrading started. Thus, the managerial problems mentioned in the literature did not happen in this case. The only problem occurred was the systematic issues: the problem of new system. Overall, this study can be a reference for SMEs when upgrading their ERP system.