由於網際網路的興起，改變了使用者的消費習慣，顧客可以透過網路使用金融服務，也使得越來越多的金融機構投入發展網路銀行，提供顧客一次購足服務(One-Stop-Service/Shopping)、多樣化金融服務通道(Service Channel)及24小時全年無休服務等金融交易方式。但是，使用者對於網路銀行仍有安全上的考慮，擔心網站業者盜用其帳號或駭客入侵等問題。另一方面，由於各家銀行的帳戶資料與其它家銀行不相同，資料標準不一致，以致難以動態整合帳戶，遲遲無法提供整合帳戶的報表。 本研究目的在解決上述問題，透過建立服務導向架構的網路服務平台，整合使用者的資產帳戶。金融機構將網路服務發佈到註冊中心(UDDI)，透過本研究的共通平台針對帳戶欄位名稱合併，由顧客取得實際帳戶明細資料對應成彙整報表。此設計架構能確保帳戶資訊是金融機構直接傳遞給客戶端，無須經過任何第三者之介入，又能解決各家銀行欄位名稱不一致的問題。 歸納本研究成果在於：(1)透過XML和網路服務等相關技術，達成金融機構資訊交換。(2)採用服務導向架構，動態搜尋服務與動態配置帳戶欄位，達到金融跨行帳戶彙整。(3)提供整合性客戶端帳戶整合報表。 / The rising of the Internet has changed user-consuming behaviors, and the customers could use the financial services with the Internet. Therefore, more and more financial institutions develop their banking websites to provide their customers One-Stop-Service/Shopping, Service Channels, and service around the year. Still the customers take the website security into consideration, such as account misappropriation by the website broker, hacker invasion, and so on. Besides, account data of a bank are different from the others, so that it is hard to integrate their account to provide entire aggregate account reports. This thesis applies the Services Oriented Architecture of Web Service and integrates customers’ asset account to resolve the above problems. The financial institutions publish their web services into Universal, Description, Discovery and Integration, and the customers can receive their account financial data to present aggregate account report through the combination of the account attributes name within the common platform. This design framework can ensure that the financial institutions will transfer account financial data to the end clients without other brokers. The contributions of this thesis are (1) the accomplishment of the data exchange in financial institutions through XML, Web Services, etc., (2) the adoption of Services Orient Architecture to dynamically search services and allocate account attributes in order to integrate the cross banking accounts, and (3) the supply of the aggregate accounts for end clients.

Nowadays more and more enterprises transform into service-oriented infrastructure to sustain their competitive advantage. Although IT is an enabler of service-orientation, IT must align with business strategies to deliver expected value. In order to ensure the investment of service-oriented IT can improve the quality of customer service effectively, we aim to develop an IT-business alignment framework to assess the quality of alignment in the context of service-oriented enterprises. In our framework we propose three components of IT-business alignment: strategic alignment, operational alignment and social alignment. The strategic alignment is the degree to which the business process and information can support corporate service strategies. The operational alignment is the degree to which information systems fulfill the information and process needs of service orientation. The social alignment is the degree to which a common service climate is shared between IT and business units. Our data is collected from web questionnaires. The total data set constitutes a representative sample of n=300. Among all returned questionnaires, 96 were found to be complete and usable; this represented a response rate of 32 percent. From this research we get four conclusions: (1) Regardless of customer integration level, strategic alignment plays a significant role in improving customer service quality. (2) Strategic alignment is particularly influential to customer service quality when the enterprise is not service-oriented. (3) Operational alignment is not significant; however with the increasing of data integration level, enterprises increasingly emphasize the operational alignment. (4) Regardless of service-orientation; social alignment effectively helps enterprises make good customer service quality and retain customers. / Nowadays more and more enterprises transform into service-oriented infrastructure to sustain their competitive advantage. Although IT is an enabler of service-orientation, IT must align with business strategies to deliver expected value. In order to ensure the investment of service-oriented IT can improve the quality of customer service effectively, we aim to develop an IT-business alignment framework to assess the quality of alignment in the context of service-oriented enterprises. In our framework we propose three components of IT-business alignment: strategic alignment, operational alignment and social alignment. The strategic alignment is the degree to which the business process and information can support corporate service strategies. The operational alignment is the degree to which information systems fulfill the information and process needs of service orientation. The social alignment is the degree to which a common service climate is shared between IT and business units. Our data is collected from web questionnaires. The total data set constitutes a representative sample of n=300. Among all returned questionnaires, 96 were found to be complete and usable; this represented a response rate of 32 percent. From this research we get four conclusions: (1) Regardless of customer integration level, strategic alignment plays a significant role in improving customer service quality. (2) Strategic alignment is particularly influential to customer service quality when the enterprise is not service-oriented. (3) Operational alignment is not significant; however with the increasing of data integration level, enterprises increasingly emphasize the operational alignment. (4) Regardless of service-orientation; social alignment effectively helps enterprises make good customer service quality and retain customers.

More and more enterprises plan to switch their legacy system to service-oriented architecture (SOA). SOA, the focus of recent software-engineering, modulizes the IT components as “services” which could be re-jointed with each other flexibly and reused to avoid building parts repeatedly. This methodology also yields network externalities (Katz and Shapiro 1986; Markus 1987) as a number of services are integrated. An enterprise could increase the number of services to earn network externalities but such benefits come with risks. / This study aims to evaluate the investment of SOA and justifies the switch of current systems to SOA. Since SOA investment is usually a long-term and risky project for most enterprises, uncertainty becomes an important evaluation factor of an SOA project. This research applies the real option approach to evaluate an SOA switching project which majorly justifies the uncertainties, and use Monte-Carlo simulation to do the option pricing work. We consider three components of uncertainty in the model– risk, exercise time and number of connecting services for reusing- and evaluate how the uncertainty relates to the value of an SOA project. Finally, this research deduces the investment strategies under uncertainties, and describes what advantages for real option SOA has which are SOA could reduce the investment friction.

隨著雲端運算基礎架構的發展，如何結合企業資訊服務與外部雲端運算資源，是當前重要的研究課題。目前市面上一些主要的資服業者，如Google、IBM以及HP等，大力推動並提供強大雲端運算能力與完善的應用服務環境；然而目前雲端運算架構多需將整體應用與資料放置於外部平台，引發企業導入雲端運算時控制權移轉與資訊安全的疑慮。為解決雲端運算所衍生出內外部資源有效配置的問題，與企業導入上的資安疑慮，本研究結合雲端運算與服務導向架構，發展出雲端運算服務導向架構運作機制，包含服務串接、資源配置、資料控管與管理機制，並依照這些運算機制建構出以服務介面層、中心控管層、服務供應層與基礎架構層組成的『雲端運算服務導向架構平台』。 服務串接機制負責連接服務需求方、服務元件商與服務套餐業者；資源配置機制具備負載平衡、平行運算與容錯機制等功能；資料控管機制利用部分授權的方式讓資料以片段的方式存在，避免有心人士竊取的風險，對於資料運算的安全性，讓服務供應方只能取得經授權的必須資料，關鍵資訊僅掌握在資料擁有人手中，以確保資料安全性；管理機制實作了AAA協定，認證機制決定服務使用者的身份與服務範圍。 而服務平台中的應用介面層利用開放平台的優勢，降低服務介面開發的負擔；中心控管層連接服務供應方與服務需求方，掌控完整的服務流程，以及使用外部雲端運算與資料中心之資源；服務供應層結合各式應用服務與資料來源，藉由將運算與資料分離的方式，讓服務需求者保持對資料的控管權力，以解決企業導入雲端架構時對資安的疑慮；基礎架構層可連結雲端運算資源，未來可利用各雲端業者所提出的服務架構、運算能力以及儲存資源，並依照個別平台的優勢與特性，充分發揮雲端運算架構的效益。 最後本研究藉由發展金融發票融資之應用，以說明本服務平台之可行性與整合外部雲端運算服務的優越性，以及未來研究方向。 / Cloud Computing heralds an evolution of business, this creates a research question on how to integrate enterprise information service and external Cloud Computing resource. Information service big players like Google, IBM and HP, providing powerful Cloud Computing ability and application environment. However, when enterprises adopt Cloud Computing architectures proposed recently, and transfer applications and data to external platform arouses the problems of management authority shifting and information security. We proposed a 4-layer service platform and related operation mechanism that incorporates Google Cloud Computing environment and Service Oriented Architecture in a sense to provide new paradigm of system development. Service Combination Mechanism connects service consumer, service provider and service menu. Resource Allocation Mechanism provides loading balance, parallel processing and fault-tolerant features. Data Control Mechanism only authorizes the necessary part of data to avoid the risk of information security. Management Mechanism implements AAA protocol. Service Interface Layer utilizes the advantage of open platform and reduces the burden of interface development. Control Center Layer connect service providers and service requesters, while handling service flow and using the resource of external cloud computing and data center. Service Provider Layer reserves the management authority and ownership of the data resources. Infrastructure Layer assemble service framework, computing ability and storage resource that are provided by Cloud Computing providers. We believed that with the 4-layers service platform proposed in this paper, one can leverage the advantages and merits of Cloud Computing architecture. Finally, by developing a invoice financing case based on proposed platform, we are able to justify the service platform’s feasibility and its advantage with the use of cloud computing.

(略) / Service-oriented Architecture (SOA) paradigm is an emerging architectural blueprint which enables flexible process-oriented application systems. While more and more enterprises plan to adopt SOA to increase reusability and flexibility of their business processes, the readiness of this technology becomes important to enterprises. However, previous SOA studies focus mainly on the technical issues but ignore the organizational or managerial issues. To fill this gap, this research aims to explore the factors of adopting SOA. Developed upon institutional theory and diffusion of innovation theory, we not only consider the technical factors with SOA adoption, but also pay attention to factors related with organizations and IT innovations. Furthermore, a content analysis of online Webs, blogs, and forums is taken to verify our research framework, and research findings indicate the relative advantage of SOA, compatibility of SOA, the characteristics of decision makers, culture, IT capability, and SOA socioeconomic characteristics are the most important drivers for SOA adoption. The contribution is summarized in two folds: (1) enterprises can use this framework as a reference to diagnose their organization conditions and then make a decision to adopting SOA; and (2) researchers can develop their study upon the constructs of this framework.

人口老化帶動居家照護需求興起，使許多的健康照護服務因應而盛，居家照護者與照護服務產業分別面臨，從市面上存在種類眾多而數量龐大的服務資源中，獲取與提供適切服務之困難狀況。要能夠幫助居家照護找到需要的服務，必須了解其需求與重視之價值面向，制定包含能媒合供給面與合理評估服務品質的機制與流程，以有效的舉薦適合的照護服務供做服務選擇之決策參考。 　　本研究以服務本體論(Service Ontology)之服務價值(Service Value)作為建置顧客價值構面之結構。使用者需求內容採用巴氏量表(Barthel Index)進行生理功能的量測；服務品質與使用者願意付出之成本則以台灣服務滿意度模型(Taiwan Customer Satisfaction Index, TCSI)做為內容。本研究並以本體論依顧客價值構面，制定使用需求與照護服務提供之描述媒合機制，透過取得居家照護者生理功能須支援之需求，以及同區隔之使用者對服務的滿意度評價，媒合服務經營者對服務內容的描述，即可找出適合的服務。 　　最後以服務導向架構(Service Oriented Architecture, SOA)結合顧客價值之供需媒合機制，並建置雛型系統以驗證概念。 / As the growing home-caring market, demanders have faced problems that it is difficult to choose the right caring services for themselves from large numbers of services base. To help them find suitable services, we need to know what they need and how they evaluate services. In that case, we must develop a mechanism to match supply and demand to effectively recommend services to users. The research refers Service Value of Service Ontology as the structure of Customer Value and uses Barthel Index and Taiwan Customer Satisfaction Index (TCSI) to be the content of Customer Value. We know the situation of users, body function through Barthel Index and their satisfaction to the services through TCSI. The research establishs the supply and demand matching mechanism based on Customer Value. Requiring customers, needs from body function evaluation and customers, satisfaction via TCSI, the mechanism would match the needs and the description of services offering. In the end, it would present the suitable services for customers. The research builds up a Service Oriented Architecture (SOA) prototype to proof the concept of supply and demand matching mechanism.

軟體服務產業，由於內在條件與外部環境等因素長期以來經營不易，在此經濟前景不明，綠色環保意識抬頭及自由軟體呼聲日益高漲的時代，軟體服務業者是否能以元件化軟體服務，開拓出有別於以往的全新經營模式，是個值得深入研究之方向。 政府機關由於組織性質雷同，服務範圍廣大，應用系統繁多，各系統間常有資料共建共享之需求（如各系統須使用人事資訊系統），也有性質非常相近之服務系統(例如網站資訊服務系統、線上申辦服務系統、行政資訊服務系統或員工入口網)，但對於這些性質雷同之服務系統，是否能經由元件化軟體服務之導入與運用，在保證軟體可靠性、穩定性和系統效能的前提下，如何提高軟體開發效率、縮短開發週期、降低開發成本、提高軟體的可維護性、快速高效地適應需求變化、降低運轉維護成本等，是應用軟體服務廠商競爭力的主要表現，也是導入元件化軟體服務最大的目的。 本研究利用個案分析法，搜集個案內之相關資料進行分析與探討，分別從政府機關組織之特性與提供之服務需求面向，資訊軟體產業面臨之問題等面向進行研究，並運用策略形態分析法的思考程序，進而歸納出元件化軟體服務之解決方案，並就元件化軟體服務的優缺點進行剖析，分析出其整體之成本效益。 期望藉由本研究之結論拋磚引玉，激發起政府機關相關決策長官及資訊軟體服務業者的思維，如何從國家整體產業進步觀點去思考與規劃，快速穩健地導入真正符合民眾期望之資訊服務系統，又能樽節成本，避免不必要之資源重複投入，如此方能促進國家與資訊軟體服務產業之雙贏局面。 關鍵字：元件化軟體、SOA、Web service、軟體服務、經營模式 / The IT software services industry is facing difficult long-term operating conditions due to internal factors and an external environment beset by economic uncertainty and instability, greater awareness of environmental concerns, and a sharp rise in the growth of independently-developed software. Whether or not the software services industry can use service oriented architecture (SOA) software componentization to create an entirely new business model, is a valuable topic that merits in-depth research. Government institutions, like other organizations, are offering an increasing amount of services and use multiple software applications. These applications usually require shared database and common interface capabilities (e.g. various entities require access to a centralized personnel information system) and similar service structures such as web services, e-application services, online administrative information service systems, and employee portal access. Software componentization is a potential solution for applications requiring well-defined interfaces. With system reliability and stability as prerequisites, the main goals of application service providers and componentization software services developers are the same: to increase software efficiency, shorten development cycles & reduce costs, improve software maintainability, be highly responsive to changes, and flexible and lower maintenance turnaround costs. This research applies case study methodology to collect and group relevant information for analysis and discussion. Topics to be discussed include: software-specific needs of government institutions, issues faced by software developers, the application of strategic posture analysis to compose a set of componentization software services solutions, examination of its advantages and disadvantages, and an overall breakdown of its cost effectiveness. Research conclusions are expected to stimulate further research in future studies and encourage decision-makers in government and the software services industry to consider how the industry can progress to a point where it is stable enough to fulfill the expectations of the public, control costs, and avoid unnecessary resource overlaps, thus promoting a win-win situation for government and the IT software services industry. Keywords: componentized software, SOA, web services, software services, business model

服務導向架構(Service-Oriented-Architecture, SOA)與事件導向架構(Event-driven Architecture, EDA)的結合應用將成為未來Real-Time Enterprise軟體應用系統架構的主流趨勢，雖然兩架構的結合可以整體提升應用系統之反應、整合與溝通的能力，但若無良好的事件管理機制及搭配提供服務的配套設計，則難以充分發揮兩架構結合的互補綜效。本研究所提出之調適式SOA有效事件模型，以事件價值觀點(Value-driven)分析事件所提供的價值對使用者的重要性與效益。由於使用者所重視的事件價值不同，因此也為各別使用者設計一調適性事件語意資訊模型(Customized Event Ontology Model)，作為篩選事件的依據，另外，事件管理機制也可運用智慧型代理人(Agent)觀察使用者採用事件的行為，透過學習更新事件過濾的規則，並可建議使用者取消訂閱(subscribe)不重視的事件。本研究同時搭配設計一事件與服務對應的機制，並透過此機制連結外部環境所提供的服務。本研究所提出之調適式SOA有效事件模型，預期可提供更為健全的服務導向架構(SOA)與事件導向架構(EDA)的結合應用設計，讓使用者可以真正受惠於此種應用軟體架構結合的好處與效用。 / The combination of Service-Oriented-Architecture (SOA) and Event-driven Architecture (EDA) will become the main trend of application architecture of Real-Time Enterprise in the future. Although the combination of these two architectures can enhance an application system’s capabilities in response, integration and communication as a whole, it’s hardly to extend these two architectures’ complemented advantages unless there is a sound mechanism for advanced event and service management. This paper presents a novel methodology which can analyze the importance and impacts of events’ values to users. Based on different emphases on events’ values among users, this research can also develop a Customized Event Ontology Model used as the basis for filtering events for an individual user. The event management mechanism designs an intelligent agent in order to observe the records of a user’s history events and to learn new filtering rules of events. The mechanism can also suggest the user to cancelling events which are insignificant to him. Furthermore, this study devises a mechanism to bridge the connections between events and services. The contribution of my methodology aims to provide an advanced solution of combining the architectures of SOA and EDA in order for a user to exert up-to-date information for personalized competitive advantage.

中小企業一向是經濟成長的主力，然而受限其資源的短缺，往往無法提供顧客更好的商品或服務。雖然文獻指出中小企業可以透過資訊科技與夥伴和顧客合作來克服它先天的弱勢並提供更好的服務，但仍有許多模糊未解的問題。例如，哪一種中小企業較願意導入以資訊科技為基礎的協同合作模式(IT-enabled Collaboration)？而這樣的合作模式是否能真正的提升他們的績效表現呢？本研究以資源基礎理論和服務導向邏輯理論(service-dominant logic)為基礎，將資源分為operant資源、operand資源、資源互補性及資源相似性，試圖找出在何種資源模式下，中小企業會偏向使用以資訊科技為基礎的協同合作模式。研究方法採用個案研究，並以宜蘭縣枕頭山休閒農業區的八家中小型業者為目標進行訪談。在資料蒐集和分析之後，本研究發現operand資源與operant資源皆會正向的影響到中小企業對科技化合作的參與，其中又以operant資源的影響為更大。此外，從研究中也驗證了科技化合作能促成中小企業績效的提升。根據研究結果，本研究將operant資源視為影響中小企業導入科技化合作模式進而達成績效提升的主要關鍵資源。 / Small and medium sized enterprises (SMEs) are the main force to economic growth, but they usually restricted by resource shortage when they want to upgrade goods or services. Past literature has indicated collaboration with partners and customers through information technology (IT) may overcome their weakness and serve better. However, there still are blurs, like what kind of SMEs are more likely to engage IT-enabled collaboration? Will IT-enabled collaboration really enhance SMEs performance? Our research framework based on resource-based view and service-dominant logic categorizing SME resources into (1) operand resources, (2) operant resources, (3) resource complementarity and (4) resource similarity. We attempt to find out what key resources in SMEs are related to the usage of IT-enabled collaboration and the contributions to SME performance. We conduct case study with 8 SMEs in Mt. Pillow Leisure Agriculture Area. After data collection and analysis, we figure out that both operand and operant resources have positive impact on IT-enabled collaboration; furthermore, operant resources contribute more for SMEs to communicate and coordinate with each other and customers. In addition, from our research, we demonstrate that IT-enabled collaboration helps SMEs to perform better. Therefore, we suggest operant resources as important resources for SMEs engaging in IT-enabled collaboration and consequently enhancing their performance.

全球性的產業面對國際化的競爭，企業為求生存發展，對於資源的需求必須尋求國內外最佳發展與佈局。隨著運輸系統及通信技術的進步，全球供應鏈的興盛已是必然的趨勢。這些跨國企業專注於自己的核心事業，對於非主軸業務皆採以外包方式委外執行。其中以國際物流運作因涵蓋業務範圍廣且複雜非一般產業所能承擔，採外包方式是一種正確的決策。 物流產業居於專業分工及委外需求日盛的市場中，因此物流產業的市場不斷的擴大，而且對物流需求的服務項目變得多樣且複雜，尤其是國際物流及全球供應鏈。但相對的物流業者間的競爭更形激烈，誰能提供更完整、更準確、更快速及更低廉的服務，誰就能主宰市場。 本研究首先就物流定義、國際物流、第三方物流及第四方物流等活動深入探討，以我國國際物流業者的體質來看，惟有物流業界的水平整合或垂直整合，加上資訊科技化，才能滿足趨勢需求，才能有競爭力。整合的組織方式及解決方案為何，由誰來整合最有機會與條件，本論文將以第四方物流為目標，分析國內物流業者可以採行的整合方式，在業務整合之同時探討資訊整合之可能性及整合方式。並且提出一個以SOA為核心之電子化企業協同合作架構，運用服務導向的開放式及模組化優點來架構第四方物流系統。 倉儲/物流中心及海空運承攬業者是有能力發展成第四方物流業者，因此這兩者在價值鏈中是很好的雁行領導者。透過此領導者本身之條件，再以策略聯盟的方式擴充至其他上下游物流業者，串聯成完整的價值鏈，可快速構成第四方物流組織。 第四方物流組織以策略聯盟的方式構成，目標是串聯成完整的價值鏈，但策略聯盟組織是鬆散的組織，要使價值鏈發揮效益須要藉助協同商務，尤其是資訊的協同作業。要發展協同商務，就需要有共通的標準與可用的技術。。SOA分析架構是一種新的觀念，目前沒有明確的方法可參考，經本研究驗證，使用Zachman framework的原則，使得在SOA\Web service實作較為簡單可行。 / Facing international competition, global enterprises are developing the international optimal resource allocation. Global supply chain is necessary due to the progress in transportation and communication technique. These enterprises focus in core business and outsource others. Global logistics is first priority in outsourcing, because its coverage is wide and it is very complex. The global logistics market grows bigger and bigger, because the global market are progressing towards specialization and outsourcing. The global logistics and supply chain need varied and integrated services. In the violent competitive environment, the one who can provide complete, precise, quick, and integrated service will dominate the market. This research will first discuss the definition and characteristics of global logistics, then discuss 3PL and 4PL activities and core competence. Since the service and business scope of logistics industry is very wide; and given the constitution of Taiwanese global logistics service providers, the only solution to improve the competitiveness of Taiwan local logistics industry is to integrate the logistics industry both vertically and horizontally with the support of the information technology. This paper will discuss the integration solution and the best candidate to integrate the logistics industry, followed by the discussion to build collaboration commerce system by SOA. Warehouse/logistics centers and freight forwarders are best candidates to develop 4PL. These two businesses are best leaders in logistics value chain. Base on these leaders’ capacity to extend to upstream and downstream partners by strategic alliances, they can build full logistics value chain easily and quickly. But the organization structure of strategic alliance is loose. If they want to run the 4PL organization efficiently, they must use collaboration commerce, especially, by information technique. The research confers to develop collaboration commerce using SOA. SOA is a new concept. Right now, there is no full methodology to refer. From the results of the research, we prove that using Zachman framework principle can make SOA or Web service implementation simple and feasible.