中山管理評論

  期刊全文閱覽

中山管理評論  2015/3

第23卷第1期  p.291-334

DOI:10.6160/2015.03.07


題目
企業資源規劃系統封閉型態的形塑與演化之個案研究
A Case Study of the Shaping and Evolution of ERP Closures
(635888215871875000.pdf 501KB)

作者
朱培宏、王存國/國立高雄應用科技大學企業管理系、國立中央大學資訊管理系
Pei-Hung Ju, Eric T. G. Wang/

Department of Business Administration, National Kaohsiung University of Applied Science; Department of Information Management, National Central University


摘要(中文)

本研究闡述一個建置及使用企業資源規劃系統超過十年的大型組織個案。採用科技的社會形塑觀點,研究體現於企業資源規劃系統的全域結構與區域結構之間的衝突互動。本個案研究發現,企業資源規劃系統的封閉與穩定化是暫時性的。穩定與顛覆是不停的在循環,它顯示在建置與使用大型企業資訊系統時,所謂的「共識型封閉」絕不是如同過去研究所說的那麼簡單。在達成共識之前,會出現不同類型的封閉型態以暫時結束區域結構與全域結構之間的衝突互動。區域結構傾向於主導使用者早期如何從事企業資源規劃系統的運用,而組織在後期轉向企業資源規劃系統的標準結構。於個案中顯示,結構制定與選用兩種技術使用行為同時存在,並隨著時間而有不同程度的顯著性。藉由科技的社會形塑觀點,同時包含行動者衝突互動與脈絡影響,本研究結果能更深入了解暫時性的穩定封閉是如何及何時被打破、改變而再次達到另一個穩定封閉的過程。

(635888215871406250.pdf 189KB)

關鍵字(中文)

企業資源規劃系統之封閉型態、科技的社會形塑、穩定、顛覆


摘要(英文)

This study reports a case study of a large organization which has implemented and used enterprise resource planning systems (ERP) for more than 10 years. Adopting the view of social shaping of technology (SST) to study the dialectical interplay between the global structures embodied in the ERP and the local structures, the case study finds that the ERP closure is provisional. There is a cycle of stabilization and destabilization. It shows that closure by consensus in the implementation and use of large scale, enterprise-wide information systems is by no means as simple as previous researchers suggested. Our results demonstratethat before reaching a consensus, different types of closure can emerge to temporarily end the dialectical interplay between the local structures and the global structures. While local practices tend to dominate how users engage with the ERP initially, the organization turns to the standard inscriptions later. Both the behaviors of structure enactment and appropriations are found and have different levels of salience over time. This study provides a better understanding of how, why and when the provisional closure is opened, changed, and re-closed over time from the SST perspective including both actor interplay and contextual influence.

(635888215871406250.pdf 189KB)

關鍵字(英文)

ERP Closure, Social Shaping of Technology, Stabilization, Destabilization


政策與管理意涵

Firms often face challenging issues such as organizational change, conflicts, and resistance when they adopt large scale information systems that could have wide range influences on the enterprise. Problems of misalignments between system and business processes and conflicts in laws and cultures, especially when a system is implemented across borders, make the introduction of enterprise system difficult. ERP characterized by “best practices” and powerful functions of information integration nevertheless can become a critical tool for global firms to obtain real-time business information, increase the visibility of value chain, and enhance responsiveness to market changes. This study investigates the dialectical interplay among different actors and the contextual impacts on ERP implementation and usage. Our results help managers understand these processes more thoroughly, reduce the difficulties of system implementation, and thus better utilize the system. Taking a polarized approach (e.g. a vanilla approach versus customization strategy) to ERP implementation and use may be problematic or even impractical. A pure vanilla approach is impractical because there are always local contingencies that the global technology cannot foresee or cope with in advance. In the same vein, taking a customization approach also appears problematic because in so doing one may create another big legacy system that reproduces the dis-integrated social structures and decreases the benefits of process and data integration expected from implementing the ERP system. Therefore, while seeking to resolve the misalignments between ERP and local business processes, managers should know that the resolution of misalignments does not necessarily contribute to organizational efficiency, especially when the customizations are just to satisfy operational convenience of the users or old business routines. Managers are suggested to pay more attention to the nature of misalignments. Mechanisms and classification schemes should be setup to evaluate and classify the misalignments before beginning to resolve them. By deep reflection on the nature of misalignments, managers can reexamine the fundamental assumptions of organizational practices and the global solutions and thereby identify better, if not the best, resolution strategy. Social alliance can have great influence on shaping the resultant ERP. The functional constitution of the social alliance portraying the adoption of the ERP largely defines the scope of ERP implementation and use. The social alliance constituted by IT and user departments enrolls, facilitates, and stabilizes the technology by implementing selective ERP modules within their business scopes. The scoping and stabilizing, however, may come with a price: numerous non-standard interfaces and data inconsistencies as most ERP modules are excluded. Therefore, managers should be aware of both the positive and negative effects of social alliance when trying to build and maintain the actor-network corresponding to the ERP.


參考文獻

Alvarez, R., 2008, “Examining Technology, Structure and Identity during an Enterprise
System Implementation,” Information Systems Journal, Vol. 18, No. 2, 203-224.
Baki, B. and Cakar, K., 2005, “Determining the ERP Package Selecting Criteria: The Case
of Turkish Manufacturing Companies,” Business Process Management Journal,
Vol. 11, No. 1, 75-86.
Barley, S. R., 1986, “Technology as an Occasion for Structure: Evidence from Observations
of Ct Scanners and the Social Order of Radiology Departments,” Administrative
Science Quarterly, Vol. 31, No. 1, 78-108.
Besson, P. and Rowel, F., 2012, “Strategizing Information Systems-Enabled Organizational
Transformation: A Transdisciplinary Review and New Directions,” Journal of
Strategic Information Systems, Vol. 21, No. 2, 103-124.
Bijker, W. E., 1995, Of Bicycles, Bakelites, and Bulbs: Toward a Theory of
Sociotechnical Change, 1st, Cambridge, MA: MIT Press.
Bijker, W. E. and Law, J., 1992, Shaping Technology/Building Society: Studies in
Sociotechnical Change, 1st, Cambridge, MA: MIT Press.
Boudreau, M. C. and Robey, D., 2005, “Enacting Integrated Information Technology: A
Human Agency Perspective,” Organization Science, Vol. 16, No. 1, 3-18.
Callon, M., 1986, “The Sociology of an Actor-Network: The Case of Electric Vehicle” in
Callon, M., Law, J., and Rip, A. (eds.), Mapping the Dynamics of Science and
Technology: Sociology of Science in the Real World, First Edition, London:
Macmillan, 19-34.
Ciborra, C. U. and Hanseth, O., 2000, “Introduction: From Control to Drift” in Ciborra, C.
U. (ed.), From Control to Drift: The Dynamics of Corporate Information
Infrastructures, First Edition, New York: Oxford University Press, 1-11.
Clausen, C. and Koch, C., 1999, “The Role of Spaces and Occasions in the Transformation
of Information Technologies-Lessons from the Social Shaping of IT Systems for
Manufacturing in a Danish Context,” Technology Analysis & Strategic
Management, Vol. 11, No. 3, 463-482.
Darke, P., Shanks, G., and Broadbent, M., 1998, “Successfully Completing Case Study
Research: Combining Rigour, Relevance and Pragmatism,” Information Systems
Journal, Vol. 8, No. 4, 273-289.
Davenport, T. H., 1998, “Putting the Enterprise into the Enterprise System,” Harvard
Business Review, Vol. 76, No. 4, 121-131.
Davidson, E. J., 2002, “Technology Frames and Framing: A Socio-Cognitive Investigation
of Requirements Determination,” MIS Quarterly, Vol. 26, No. 4, 329-358.
Davison, R., 2002, “Cultural Complications of ERP,” Communications of The ACM, Vol.
45, No. 7, 109-111.
Dery, K., Hall, R., and Wailes, N., 2006, “ERPs as ‘Technologies-in-Practice’ : Social
Construction, Materiality and the Role of Organisational Factors,” New Technology,
Work & Employment, Vol. 21, No. 3, 229-241.
Dhillon, G. S., Caldeira, M., and Wenger, M. R., 2011, “Intentionality and Power Interplay
in IS Implementation: The Case of an Asset Management Firm,” Journal of
Strategic Information Systems, Vol. 20, No. 4, 438-448.
Elbanna, A. R., 2006, “The Validity of the Improvisation Argument in the Implementation
of Rigid Technology: The Case of ERP Systems,” Journal of Information
Technology, Vol. 21, No. 3, 165-175.
Elbanna, A. R., 2007, “Implementing an Integrated System in a Socially Dis-Integrated
Enterprise,” Information Technology & People, Vol. 20, No. 2, 121-139.
Ettlie, J. E., Perotti, V. J., Joseph, D. A., and Cotteleer, M. J., 2005, “Strategic Predictors of
Successful Enterprise System Deployment,” International Journal of Operations
& Production Management, Vol. 25, No. 10, 953-972.
Fleck, J., 1993, “Configurations: Crystallizing Contingency,” International Journal of
Human Factors in Manufacturing, Vol. 3, No. 1, 15-36.
Giddens, A., 1990, The Consequences of Modernity, 1st, Cambridge, UK: Polity Press.
Glass, R. L., 1998, “Enterprise Resource Planning-Breakthrough and/or Term Problem?”
The DATA BASE for Advances in Information Systems, Vol. 29, No. 2, 13-16.
Henderson, J. C. and Venkatraman, N., 1993, “Strategic Alignment: Leveraging
Information Technology for Transforming Organizations,” IBM Systems Journal,
Vol. 32, No. 1, 4-16.
Holmstrom, J. and Stalder, F., 2001, “Drifting Technologies and Multi-Purpose Networks:
The Case of the Swedish Cashcard,” Information and Organization, Vol. 11, No.
3, 187-206.
Howcroft, D. and Light, B., 2010, “The Social Shaping of Packaged Software Selection,”
Journal of the Association for Information Systems, Vol. 11, No. 3, 122-148.
Howcroft, D., Mitev, N., and Wilson, M., 2004, “What We May Learn from the Social
Shaping of Technology Approach” in Mingers, J. and Willcocks, L. (eds.), Social
Theory and Philosophy for Information Systems, First Edition, New York: John
Wiley & Sons, 329-371.
Klein, H. and Myers, M., 1999, “A Set of Principles for Conducting and Evaluating
Interpretive Field Studies,” MIS Quarterly, Vol. 23, No. 1, 67-93.
Kline, R. and Pinch, T., 1999, “The Social Construction of Technology” in MacKenzie, D.
and Wajcman, J. (eds.), The Social Shaping of Technology, Second Edition,
Philadelphia, PA: Open University Press, 112-115.
Lacity, M. C. and Hirschheim, R., 1993, “The Information Systems Outsourcing Bandwagon,” Sloan Management Review, Vol. 35, No. 1, 73-86.
Latour, B., 1987, Science in Action. How to Follow Engineers and Scientists through
Society, 1st, Cambridge, MA: Harvard University Press.
Liang, H. and Xue, Y., 2004, “Coping with ERP-Related Contextual Issues in SMEs: A
Vendor’s Perspective,” Journal of Strategic Information Systems, Vol. 13, No. 4,
399-415.
Lie, M. and Sorensen, K. H., 1996, Making Technology Our Own: Domesticating
Technology into Everyday Life, 1st, Oslo, NO: Scandinavian University Press.
Light, B. and Wagner, E., 2006, “Integration in ERP Environments: Rhetoric, Realities and
Organisational Possibilities,” New Technology, Work & Employment, Vol. 21, No.
3, 215-228.
Mackay, H. and Gillespie, G., 1992, “Extending the Social Shaping of Technology
Approach: Ideology and Appropriation,” Social Studies of Science, Vol. 22, No. 4,
685-716.
Markus, M. L. and Tanis, C., 2000, “The Enterprise Systems Experience: From Adoption to
Success” in Zmud, R. W. (ed.), Framing the Domains of It Research: Glimpsing
the Future through the Past, First Edition, Cincinnati, OH: Pinnaflex Education
Resources, 173-207.
McLoughlin, I., 1999, Creative Technological Change: The Shaping of Technology and
Organisations, 2nd, London: Routledge.
Monteiro, E., 2000, “Actor-Network Theory and Information Infrastructure” in Ciborra, C.
U. (ed.), From Control to Drift: The Dynamics of Corporate Information
Infrastructures, First Edition, New York: Oxford University Press, 71-83.
Orlikowski, W. J. and Baroudi, J. J., 1991, “Studying Information Technology in
Organizations: Research Approaches and Assumptions,” Information Systems
Research, Vol. 2, No. 1, 1-28.
Orlikowski, W. J. and Iacono, C. S., 2001, “Research Commentary: Desperately Seeking
the ‘IT’ in IT Research - a Call to Theorizing the IT Artifact,” Information Systems
Research, Vol. 12, No. 2, 121-134.
Orlikowski, W. J. and Yates, J., 2006, “ICT and Organizational Change,” The Journal of
Applied Behavioral Science, Vol. 42, No. 1, 127-134.
Orlikowski, W. J., 2000, “Using Technology and Constituting Structures: A Practice Lens
for Studying Technology in Organizations,” Organization Science, Vol. 11, No. 4,
404-428.
Orlikowski, W. J., Yates, J. A., Okamura, K., and Fujimoto, M., 1995, “Shaping Electronic
Communication: The Metastructuring of Technology in the Context of Use,”
Organization Science, Vol. 6, No. 4, 423-444.
Pinch, T. J. and Bijker, W. E., 1984, “The Social Construction of Facts and Artefacts: or
How the Sociology of Science and the Sociology of Technology Might Benefit Each Other,” Social Studies of Science, Vol. 14, No. 3, 399-441.
Pinch, T. J. and Bijker, W. E., 1987, “The Social Construction of Facts and Artifacts: or
How the Sociology of Science and the Sociology of Technology Might Benefit Each
Other” in Bijker, W. E., Hughes, T. P., and Pinch, T. J. (eds.), The Social
Construction of Technological Systems: New Directions in Sociology of History
and Technology, First Edition, Cambridge, MA: MIT Press, 17-50.
Pozzebon, M., 2001, “Demystifying the Rhetorical Closure of ERP Packages. ”,
Proceedings of the 22nd International Conference on Information Systems
Association for Information Systems, New Orleans, USA.
Pozzebon, M. and Pinsonneault, A., 2005, “Global-Local Negotiations for Implementing
Configurable Packages: The Power of Initial Organizational Decisions,” Journal of
Strategic Information Systems, Vol. 14, No. 2, 121-145.
Pozzebon, M. and Pinsonneault, A., 2012, “The Dynamics of Client-Consultant
Relationships: Exploring the Interplay of Power and Knowledge,” Journal of
Information Technology, Vol. 27, No. 1, 35-56.
Pozzebon, M., Titah, R., and Pinsonneault, A., 2006, “Combining Social Shaping of
Technology and Communicative Action Theory for Understanding Rhetorical
Closure in IT,” Information Technology & People, Vol. 19, No. 3, 244-271.
Robey, D. and Newman, M., 1996, “Sequential Patterns in Information Systems
Development: An Application of a Social Process Model,” ACM Transaction on
Information Systems, Vol. 14, No. 1, 30-63.
Robey, D., Boudreau, M. C., and Rose, G. M., 2000, “Information Technology and
Organizational Learning: A Review and Assessment of Research,” Accounting,
Management and Information Technologies, Vol. 10, No. 2, 125-155.
Robey, D., Ross, J. W., and Boudreau, M. C., 2002, “Learning to Implement Enterprise
Systems: An Exploratory Study of the Dialectics of Change,” Journal of
Management Information Systems, Vol. 19, No. 1, 17-46.
Rose, J. and Schlichter, B. R., 2013, “Decoupling, Re-engaging: Managing Trust
Relationships in Implementation Projects,” Information Systems Journal, Vol. 23,
No. 1, 5-33.
Russell, S. and Williams, R., 2002, “Social Shaping of Technology: Frameworks, Findings
and Implications for Policy with Glossary of Social Shaping Concepts” in Sorensen,
K. H. and Williams, R. (eds.), Shaping Technology, Guiding Policy: Concepts,
Spaces and Tools, First Edition, Northampton, MA: Edward Elgar, 37-132.
Saeed, K. A., Abdinnour, S., Lengnick-Hall, M. L., and Lengnick-Hall, C. A., 2010,
“Examining the Impact of Pre-Implementation Expectations on PostImplementation Use of Enterprise Systems: A Longitudinal Study,” Decision
Sciences, Vol. 41, No. 4, 659-688.
Seddon, P. B., Calvert, C., and Yang, S., 2010, “A Multi-Project Model of Key Factors Affecting Organizational Benefits from Enterprise Systems,” MIS Quarterly, Vol.
34, No. 2, 305-328.
Shepherd, C., Clegg, C., and Stride, C., 2009, “Opening the Black Box: A Multi-Method
Analysis of an Enterprise Resource Planning Implementation,” Journal of
Information Technology, Vol. 24, No. 1, 81-102.
Sia, S. K. and Soh, C., 2007, “An Assessment of Package-Organisation Misalignment:
Institutional and Ontological Structures,” European Journal of Information
Systems, Vol. 16, No. 5, 568-583.
Silva, L. and Fulk, H. K., 2012, “From Disruption to Struggles: Theorizing Power in ERP
Implementation Projects,” Information and Organization, Vol. 22, No. 1, 227-251.
Soh, C. and Sia, S. K., 2005, “The Challenges of Implementing ‘Vanilla’ Versions of
Enterprise Systems,” MIS Quarterly Executive, Vol. 4, No. 3, 373-384.
Soh, C., Kien, S. S., and Tay-Yap, J., 2000, “Cultural Fits and Misfits: Is ERP a Universal
Solution?” Communications of The ACM, Vol. 43, No. 4, 47-51.
Soh, C., Sia, S. K., Boh, W. F., and Tang, M., 2003, “Misalignments in ERP
Implementation: A Dialectic Perspective,” International Journal of HumanComputer Interaction, Vol. 16, No. 1, 81-100.
Sorensen, K. H., 2002, “Social Shaping on the Move? On the Policy Relevance of the
Social Shaping of Technology Perspective” in Sorensen, K. H. and Williams, R.
(eds.), Shaping Technology, Guiding Policy: Concepts, Spaces and Tools, First
Edition, Northampton, MA: Edward Elgar, 19-35.
Sumner, M., 2000, “Risk Factors in Enterprise-Wide/ERP Projects,” Journal of
Information Technology, Vol. 15, No. 4, 317-327.
Swan, J., Newell, S., and Robertson, M., 1999, “The Illusion of ‘Best Practice’ in
Information Systems for Operations Management,” European Journal of
Information Systems, Vol. 8, No. 4, 284-293.
Tyre, M. J. and Orlikowski, W. J., 1994, “Windows of Opportunity: Temporal Patterns of
Technological Adaptation in Organizations,” Organization Science, Vol. 5, No. 1,
98-118.
Van De Ven, A. H. and Poole, M. S., 1995, “Explaining Development and Change in
Organizations,” Academy of Management Review, Vol. 20, No. 3, 510-540.
Wagner, E. L. and Newell, S., 2004, “‘Best’ for Whom?: The Tension between ‘Best
Practice’ ERP Packages and Diverse Epistemic Cultures in a University Context,”
Journal of Strategic Information Systems, Vol. 13, No. 4, 305-328.
Wagner, E. L. and Newell, S., 2006, “Repairing ERP: Producing Social Order to Create a
Working Information System,” The Journal of Applied Behavioral Science, Vol.
42, No. 1, 40-57.
Wang, E. T. G., Klein, G., and Jiang, J. J., 2006, “ERP Misfit: Country of Origin and
Organizational Factors,” Journal of Management Information Systems, Vol. 23, No. 1, 263-292.
Wei, H. L., Wang, E. T. G., and Ju, P. H., 2005, “Understanding Misalignment and
Cascading Change of ERP Implementation: A Stage View of Process Analysis,”
European Journal of Information Systems, Vol. 14, No. 4, 324-334.
Williams, R. and Edge, D., 1996, “The Social Shaping of Technology,” Research Policy,
Vol. 25, No. 6, 865-899.
Williams, R. and Pollock, N., 2012, “Moving Beyond the Single Site Implementation Study:
How (and Why) We Should Study the Biography of Packaged Enterprise
Solutions,” Information Systems Research, Vol. 23, No. 1, 1-22.
Williams, R., 1997a, “Universal Solutions or Local Contingencies? Tensions and
Contradictions in the Mutual Shaping of Work Organizations” in McLoughlin, I.
and Harris, M. (eds.), Innovation, Organizational Change and Technology, First
Edition, London: International Business Press, 170-185.
Williams, R., 1997b, “The Social Shaping of Information and Communications
Technologies” in Kubicek, H., Williams, R., and Dutton, W. H. (eds.), The Social
Shaping of Information Superhighways, First Edition, New York: St. Martin’s
Press, 299-338.
Willis, R. and Chiasson, M., 2007, “Do the Ends Justify the Means?” Information
Technology & People, Vol. 20, No. 3, 212-234.
Wilson, M. and Howcroft, D., 2002, “Re-conceptualising Failure: Social Shaping Meets IS
Research,” European Journal of Information Systems, Vol. 11, No. 4, 236-250.
Yeow, A. and Sia, S. K., 2008, “Negotiating ‘Best Practices’ in Package Software
Implementation,” Information and Organization, Vol. 18, No. 1, 1-28.
Yin, R. K., 2003, Case Study Research: Design and Methods, 3rd, Thousand Oaks, CA:
Sage Publications Inc.
Zammuto, R. F., Griffith, T. L., Majchrzak, A., Dougherty, D. J., and Faraj, S., 2007,
“Information Technology and the Changing Fabric of Organization,” Organization
Science, Vol. 18, No. 5, 749-762.