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    题名: L集團ERP系統轉換下的BI系統導入規劃;A Business Plan for BI System Implementation in Conjunction with ERP Systems Migration for Corporation L
    作者: 張芳瑄;Chang, Fang-Hsuan
    贡献者: 資訊管理學系在職專班
    关键词: 商業智慧;資料整合;資料模型;系統導入;Business Intelligence;Data integration;Data model;System implementation
    日期: 2019-06-24
    上传时间: 2019-09-03 15:39:22 (UTC+8)
    出版者: 國立中央大學
    摘要: 本個案L集團原資訊系統因集團快速成長不堪負荷,故執行資訊系統全面再造計畫。本研究將探討在ERP與BI系統同時導入的情境下,企業應如何因應長達三年的系統轉換期,其中系統轉換的陣痛期往往是企業最擔憂的部份,本研究針對原先BI系統內容進行診斷,透過資料檢視及主要人員訪談來找出新舊系統轉換的瓶頸,進而提出過渡期間管理資訊整合的解決方案。

    本研究經分析探討後歸納出總結如下:
    1. 提出舊系統資料保存原則,將需求依據內外部劃分評估。
    2. 提出新舊資料整併規則及流程,包含四個關鍵評估要素及依不同資料類型歸納出五種保存策略,同時適用於企業併購後的資料整合。
    3. 探討此導入情境下,BI系統時程規劃的主要考量點。
    ;Not long ago, Corporation L launched a full-scale information system replacement project, to resolve the problem that its original system can no longer meet its business requirements, due to rapid growth fueled by continuous acquisitions. The three-year migration has to be well planned. Among others, the project plan called for a new ERP (Enterprise Resource Planning) system in conjunction with a BI (Business Intelligence) system, to be replaced concurrently. This created many operational problems of phased-in systems migration, and ERP/BI systems integration. This study focuses on the problem of BI implementation under the concurrent ERP migration and proposes a plan to achieve the goals. First, a preliminary diagnostic study was conducted to analyze the content in original BI system by reviewing existing management reports, key personnel were then interviewed to find out the bottlenecks in the original system, to pinpoint the critical areas of improvement. Based on these, the study proposed a solution which aims at the majored managerial information integration issue in BI system migration, in conjunction with the new and old ERP systems.

    The proposed plan can be summarized as following. First, the principles for data preservation in the legacy system were identified, and the detailed business requirements from the perspective of both the internal and external views were re-evaluated. Second, the data integration process and data migration rules, which include four critical assessing elements and five data preservation strategies were identified, while making sure that both are suitable for system integration in enterprise merger and acquisition in the future. Finally, the BI system implementation schedule was determined based on the major concerns triggered by the concurrent migration of both ERP and BI systems.
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