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研究生: 呂長軒
Lyu, Chang-Syuan
論文名稱: 基於商業智慧之學術平衡計分卡系統
Developing a BI-based Academic Balanced Scorecard System
指導教授: 李昇暾
Li, Sheng-Tun
學位類別: 碩士
Master
系所名稱: 管理學院 - 資訊管理研究所
Institute of Information Management
論文出版年: 2010
畢業學年度: 98
語文別: 中文
論文頁數: 76
中文關鍵詞: 平衡計分卡商業智慧
外文關鍵詞: Balanced Scorecard, Business Intelligence
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  • 近年來,為了因應經濟成長跟科技發展,政府透過高等教育機構的擴充來提高人民的教育水平,所以高等教育的經營模式已經從早期的「精英型」教育轉變為「普及式」的教育。雖然高等教育機構的數目大幅增加,然而整體的教育經費並沒有隨之相對的成長,齊頭式的分配方式會稀釋教育資源而影響競爭力,為了讓教育資源能夠更有效的使用以及提升國家競爭力,政府鼓勵各高等教育機構能夠提升辦學績效、發展特色以及追求卓越,故各高等教育機構無不面臨來自於政府以及社會的壓力,而必須追求好的辦學績效以及卓越的學術表現,以吸引更多優秀的學者跟學子和更充裕的教育經費挹注。
    本研究結合策略發展利器-「平衡計分卡」和決策支援工具-「商業智慧」,針對高等教育環境開發一個學術績效管理系統,系統包含「平衡計分卡模組」、「關鍵績效指標模組」和「績效報告模組」,並透過「模糊理論」來處理質性指標的評定,最後透過商業智慧的流程,將績效指標產生的數據資料轉化為具有策略參考價值的知識,讓組織在競爭的環境中達成目標,而取得持久性的競爭優勢。

    Recently, the government increased the number of higher education institutions to cope with changes in economic and technology. The type of the higher education had been changed from elite education to mass education. Although the number of higher education institutions increased, the education budget did not rise. If the budget was shared equally, the resource of education would be diluted. In order to improve the efficiency of resource usage and national competitive strength, the government encouraged higher education institutions to improve performance and developed distinguishing characteristic. Because higher education institutes faced the pressure from government and society, they must pursue the goal of high academic performance to get more budgets and to attract more outstanding scholars and students.
    The research combined Balanced Scorecard (BSC) and Business Intelligence (BI) to design an academic performance management system for higher education environment. The system included balanced scorecard module, key performance indicators module and performance report module. It used fuzzy theory to process the evaluation of qualitative indicators. Finally, the process was transferred the data of indicators score into valuable knowledge by the BI method. The higher education institutions would achieve the goal and got continuous superiority through above processes.

    摘要 I Abstract II 致謝 III 目錄 IV 表目錄 VI 圖目錄 VII 第一章 緒論 1 1.1研究背景與動機 1 1-2研究目的 2 1-3研究進行步驟 3 第二章 文獻探討 5 2.1平衡計分卡相關文獻研究 5 2.1.1平衡計分卡內涵 5 2.1.2策略地圖 7 2.1.3策略齊備度 8 2.1.4關鍵績效指標 9 2.1.5平衡計分卡在教育上的應用 9 2.1.6小結 12 2.2商業智慧 13 2.2.1商業智慧的內涵 13 2.2.2商業智慧方法論 14 2.2.3商業智慧的主要元件 15 2.2.4資料的維度模式 18 2.2.5小結 18 2.3模糊集合理論 19 2.3.1模糊理論的概述 19 2.3.2模糊數 19 2.3.3模糊集合 20 2.3.4模糊語意 21 2.3.5解模糊化 21 2.3.6模糊權重平均法 22 2.3.7小結 22 2.4企業績效管理 23 2.4.1企業績效管理的定義 23 2.4.2企業績效管理的科技架構 24 2.4.3企業績效管理的關鍵成功因子 26 2.4.4小結 27 第三章 研究方法 28 3.1觀念性架構 28 3.2研究架構 30 3.2.1目標設定 32 3.2.2策略規劃 32 3.2.3平衡計分卡模組 32 3.2.4策略地圖模組 34 3.2.5關鍵績效指標模組 34 3.2.6模糊評定 35 3.2.7績效報告模組 39 第四章 系統分析與設計 42 4.1 使用案例圖 42 4.2 資料流程圖 45 4.2.1脈絡圖 46 4.2.2第零階流程圖 46 4.2.3第一階流程圖 48 4.3系統建構的環境 49 4-4系統設計說明 52 4.4.1系統基本設定 55 4.4.2目標、指標的設計 57 4.4.3質性指標評定 59 4.5案例說明 60 4.6系統限制說明 68 4.7系統評估 68 第五章 結論與建議 70 5.1 結論 70 5.2 未來研究建議 72 參考文獻 73

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