科技與創新，為當前服務業最關心的兩個成長驅動引擎，也是競爭的主要利器。政府為刺激產業創新與升級，研擬「ITeS科技化服務業旗艦計畫」，將「健康照護」納入五大推廣策略主軸內，鼓勵異業合作，期以科技與創新來開創新興服務產業，提升我國經濟成長與競爭的優勢。 為瞭解服務業科技化異業之間如何進行合作，本研究以質性研究的方式，採訪兩個申請技術處「創新科技應用與服務計畫」的健康照護聯盟參與者，一聯盟為「創新數位遊戲復健服務先期計畫」，另一為「遠距健康照護U-Care建置計畫」，藉兩種不同類型的個案，來瞭解是什麼原因影響聯盟的合作成效？ 本研究透過系統開發專案研究的幾個觀點進行辯證，包括重視科技物件與營運績效的「物件觀點」、多元利益與政治因素驅動的「社會互動觀點」、思維習慣與限制的Orlikowski與Gash(1994)「科技思維框架觀點」，以及意義建構與詮釋的Weick(1988)「意會觀點」進行跨個案之間合作成效的辯證。 研究發現，新服務跨業聯盟可以「合作意會」(Collaborative sensemaking)做為增進營運順暢的一種有效策略。包括導意(Sensegiving)、需意(Sensedemanding)與意解(Sensebreaking)的運用，採用象徵人物與服務物件做為意會媒介，以非正式活動促進夥伴意會與共識，探詢與參與工作脈絡來主動尋找意會脈絡，其中，工程師透過駐點參與及對護理人員服務痛點的體會，轉變思維框架，化解不同領域與組織背景帶來的衝突，更是文中深富意涵的部分。此外，合作參與者也可以「情感基礎」、「工作脈絡的瞭解」、「領域團體的接觸」與「組織策略與代理人動機的結合」四種策略，深化合作意會，並做為檢視成員涉入合作程度的指標。此外，多元合作意義的塑造，也是間接促進合作意會的有效方式。 其次，本研究也歸納服務業科技化常見的合作問題，如在執行層次，創新應用皆在科技人，服務人缺乏科技與服務應用的想像，而科技人則因服務的動態特質，而添增系統開發模稜兩可的情境；聯盟層次，發現多元利益常使參與者失焦營運重點，忽略對服務對象的關懷。 由於新服務與健康照護的人本關懷與社會互動實驗特性，本研究主張以合作意會做為跨業合作的策略，也提醒惟合作成員能重視與肯定每位聯盟參與者的價值，以及關心服務對象的生活需求與痛點，才能跳脫物件利益的陷阱，提升對人性的敏感層次，以設計出深具社會意義與可行的商業模式。本研究最後提出幾個學術意涵，也對醫療機構、廠商、研發法人機構與政策提出實務意涵，並對健康照護服務業科技化的社會意涵提出看法，重思意會的哲學意涵。 / ICT and innovation are the two most mentioned engines and powerful weapons for the growth of the service currently. In order to upgrade the industry, Ministry of Economic Affairs conducted “IT enable Service Program” and made “Health care” being the five main strategies, and more, encouraged organizations using technology and innovation to improve the growth and competition of econonmics through cross-indusrial collaboration. To know how the cross-industrail firms cooperate with each other in ITeS process, this study used qualitative research approach interviewing 21 participators within two health care alliances which worked “Innovative Technology Applications and Services Program” hold by Department of Industrial Technology, one alliance conducted “Innovative Digital-game enable Physical Rehabilitation Pilot Plan”, the other conduct “Remote Health Care U-Care Establishment Plan”. Base on the two different kind cases, this study explored what affacts influenced alliance work deeply? This study adopted dialectic method to probe the effect of ICT development program in cross-cases analysis, the theoris embraced “Artifact lens” which focused technology artifact and operating performance, “Social interaction lens” which actions drived from multi-interests and poltics intentions, “Technology frames lens” which developed by Orlikowski and Gash (1994) and “Sensemaking lens” which proposed by Weick(1988). Respectively, this study found that the “Collaborative sensemaking” strategy was an effective way to promote the operation in new service cross-industrial alliances, including sensegiving, sensedemanding and sensebreaking exercises, taking symbolic person and service artifacts in sensemaking media, using informal activities to enhance particators’ sensemaking and common consensus, asking and participating work context to find the sensemaking conext. Especially, the technologiest could transfer his frame of reference by stationed at the partner’s firm and realized the pain point beyond nursing staff’s service, so that the conflicts which arised from the different field and organizational context could be resolved. Besides, participators also could use flour strategies, “Friendship”, “Working context”, “Contacting with social groups” and “Integration of partner firm’s development strategy and agent’s motivation”, to deep collaborative sensemaking, and be the indexs to examine the extent which participators involve the cooperation. And more, the shaping of multi-collaborative meanings, was also an effective way to improve collaborative sensemaking indirectly. Besides, this study also found the problems occurred in the ITeS alliances. For example, in working level, the innovative applications often created by the technologists, not service person; second, due to the dynamic characteristic of service, technologists would face equivocal situations during developing systems. In alliance level, multi-interests often enabled participators deviating from the main mission in plan operation, partners maight also ignore concerns the ultimate customers. Due to the characteristics of humanistic care and social interaction experiment of new service and health care, this study argued that the collaborative sensemaking could be a useful strategy to improve crosss-industrail cooperation. And more, this study also suggested the partners in the alliance should respect and confirm each participators’ value, and concerned the ultimate customers’ life need and pain point, so that they could jump across the artiftact-interest traps, promote the sense level to human nature, and designed rich social meanings and workable business models. Finally, this study proposed some research and practice implications, and advocated the social implications about the health care in ITeS.

智慧財產權為政府鼓勵知識創新者公開其研究成果所給予的獨佔權利。這些公開的資訊便稱之為「智慧財產權資訊」，內含了人類超過90%的智慧結晶。是以企業妥善運用這些資訊可以節省許多研發的時間及金錢，並加快取得智慧財產權的速度。 　　智慧財產權資訊服務的提供可視為一種加值的過程，從數量龐大的原始資料檢索、分析，甚至提供軟體工具的協助，都是內涵相當專業。本研究將其稱之「智慧財產權資訊服務業」。 　　本研究為一初探性研究，企圖藉由廣泛的文獻收集與深度訪談，勾勒本產業在台灣的發展現況、上下游價值鍊、與其他技術商品化服務業的關係、以及未來發展的策略。為有效的觀察六個訪談個案，本研究參照了相關文獻，訂定產品組合與目標市場、價值活動與核心能力、組織與人事管理、專業行銷與客戶管理、策略聯盟與併購五個項目作為觀察指標。 　　本研究之研究個案包括：亞太智慧財產權發展基金會、亞太智財科技服務股份有限公司、連穎科技股份有限公司、元勤科技股份有限公司、識權科技股份有限公司、台灣智財股份有限公司。 　　本研究發現：目前台灣本產業廠商均為近幾年成立的新創企業，屬於知識密集型產業。產業的最上游為各國智慧財產權主管機關的資料庫，本產業部分廠商將其加值提升其方便性、對於重要資料加以翻譯或分析、或是協助廠商監視新增專利。在資料庫獲得加值後，部分廠商提供檢索服務，並以此為基礎提供研究發展、侵權訴訟、技術移轉之用。 　　本研究對於本產業發展的建議為：透過顯示其專業的方式教育使用者，並與相關技術商品化服務業合作以擴大其營業規模。同時本研究也建議政府提升本國智財權資料庫的水準、並協助民間業者使用其他國家之智財權資料庫。 / Intellectual Property Right (IPR) is a monopoly right for a period of time that governments encourage innovators to disclose their innovation. The published information is called “Intellectual Property Right Information” which included over 90% humans’ intellectual innovation, and companies may use the information to save money and time in R&D. 　　The usage of IPR Information can be seen as a value-added process, and it requires professional service providers to search and analyze useful information from IPR database and to design useful tools for their clinets. 　　The aim of this exploratory research is to study the professional service sector in Taiwan by wide data-collecting and interviews. For observing the current status, the value chain, the cooperation with other service providers, and the developing strategy, this research uses product mixes and targeted markets, value-added activities and required knowledge, organization and human resource management, professional marketing, strategic alliance and merger and acquisition as five indexes. 　　The cases in this research include Asia Pacific Intellectual Property Association, Asia-Pacific Technology and Intellectual Property Services, Inc., LearningTech Inc., IP Tech Inc., Su Cheng (Knowing Power) Inc., and IP Era Inc. 　　This research finds out that all the cases are srtart-up, and knowledge-intensive. The most upstream is the databases built by governments and this sector dilutes, monitors and translates these databases, or enhances the convenience. Some companies in this sector provide IPR search and analysis services, and the results may be useful for R&D, IPR lawsuit, or technology transfer. 　　This research suggests that this sector should enlarge the market by educating their customers with professional services and cooperating with other technology commercializing service companies. In the mean time, Taiwanese government may consider to enhance its IPR database and to assist local companies to utilize other IPR databases around the world.

在當前全球受到全球暖化所帶來許許多多氣候異常現象，造成人類生命財產安全的嚴重影響，世界各國莫不致力於節能減碳，開發再生能源來取代目前的石化燃料。 美國在1970年代能源危機期間所提出的ESCO(Energy Service Company) 的概念，如今又獲得各國的青睞。 台灣於引進此一新的概念也有十年之久，在業界也一直不斷有專家，技術人員不斷的投入努力，經濟部能源局近年來也不斷的倡導節能服務的好處，甚至還推動一些補貼措施。 本研究主要是以Everett M. Rogers的創新擴散模型為理論基礎，研究台灣ESCO產業為何無法如高科技消費性電子產品般很快速的擴散到社會每一個角落，有哪些因素阻礙了台灣ESCO產業的發展。 本研究主要得到的結論如下，阻礙台灣ESCO產業擴散的因素可從三個構面來分析，第一個構面為創新擴散構面，Rogers所提出的五種創新認知屬性對於台灣ESCO產業的擴散都有一定程度的影響。另外在溝通管道上所採用的B2B行銷方式對於客戶決策也會影響擴散的速度。至於時間因素，本研究認為五年是比較恰當的觀察台灣ESCO產業發展的觀察期間。第二個構面可以從台灣獨特的經濟特質來說明，台灣以中小企業為主的經濟環境無法如歐美般有Super-ESCO規模的公司，這也導致了客戶信賴度以及未能產生以服務為導向的ESCO能源服務，台灣若還是以設備買賣為主要ESCO產業的商業模式，是會阻礙此產業的發展。第三個構面為政府的角色，台灣政府在投入ESCO產業的資源及推動此產業發展的企圖心不若美國政府。 本研究經研究結論後，提出具體的建議: 一、 要加速此產業的創新擴散就必須加強 Rogers創新擴散模型中的可觀察性屬性。 二、 跨越產業鴻溝的重點在於讓早期採用者滿意ESCO的方案。運用保齡球道理論，讓早期採用者所形成的利基市場對於ESCO節能服務能夠滿意，產生具示範效果的成功案例，才能伺機擴張至其他的利基市場，最後形成龍捲風暴，順利跨越此產業的鴻溝。。 三、 本研究對於台灣ESCO產業的發展的看法是審慎保守的。台灣ESCO產業的發展絕不是短短幾年就可以看到成效，本研究建議以五年為一個觀察期。目前以中小企業為主的ESCO業者必須要儘快的建立自己的優勢，儘早建立口碑，未來才有機會生存。 / Global warming is the most seriously problem we are facing in 21th century. All the countries devoted to reduce the carbon emission in order to minimize the impact of climate change. The business model of ESCO (Energy Service Company), which has been created in US during 1970 energy crisis, now has been advocated worldwide. The ESCO business model has been introduced into Taiwan for more than 10 years. There are many talent people, specialist engaged in this business. Taiwan government has also promoted ESCO some subsidies. However, even the society put a lot of efforts to develop ESCO business, why this business cannot spread out as consumer electronics? This thesis adopts the theory of “Diffusion of innovation” from Everett M. Rogers, 1962. The main purpose of this study is to find out why ESCO service business model cannot diffuse like other high-tech products. Are there any obstacles slow down the development of this industry? This thesis comes to the conclusion of three faces, which can significantly influence the development of ESCO business in Taiwan. The first face based on the diffusion of innovation theory, the five attributes of innovation defined by Rogers will affect the development of ESCO industry in Taiwan. Of course, the B2B marketing approach will delay the propagation of the ESCO industry. Moreover, this study suggest that 5 years watching window should be appropriate to monitor the development of the ESCO industry in Taiwan. The second face is the Taiwan unique economics environment. The ESCO industry in Taiwan is formed mostly by Middle-small size enterprises. In comparison with US, there is no Super-ESCO company exists in Taiwan. This study found out the truth that the client is not confident on middle-small size company to provide ESCO service. The common business model of ESCO industry in Taiwan is still focusing on selling the energy efficient product instead of providing energy service to the client. The study believes that this kind of business model will severely impact the development of this industry. The third face of the conclusion is the government role in Taiwan. The study found out that Taiwan government didn’t allocate enough resources to assist developing ESCO business. This thesis not only indicated the obstacles to slow down the ESCO business in Taiwan but also provide some constructive initiatives. 1. We have to concentrate on the visible attributes in diffusion of innovation theory for ESCO industry. 2. In order to cross the chasm, ESCO has to satisfy the early adapters in the beginning. They can also build up the bowling pin model to keep the existing niche market and explore the adjacent niche market when the opportunity comes. Thus, ESCO can create tornado period and cross the chasm in the industry. 3. The study is conservative about the development of Taiwan ESCO industry. We suggest that 5 years watching window should be proper to monitor the development of Taiwan ESCO industry. The ESCO companies in Taiwan should establish their strengths the sooner the better in order to survive for the future severe market competition.

全球的經濟發展階段已進入知識經濟與服務經濟時代，在知識經濟與服務經濟的交錯發展下，服務業當中依賴專業知識或是特定技術或特定功能領域，並具有高附加價值之知識密集服務業，成為下一波的經濟成長動力。有鑑於知識是知識密集服務業創新的基本要素，知識密集服務業如何透過有效的知識管理提升組織知識的價值，進而不斷的產生創新性的產品或服務，以形成企業的競爭優勢，為企業在經營管理上的重要課題。 本研究將知識密集服務業之知識管理與服務創新模式相結合，探討當企業將知識管理作為策略性工具來實現服務創新的目標時，兩者之關聯性。同時，本研究並深入分析知識密集服務業之知識管理促動因子、知識管理活動以及服務創新的重要影響因素。本研究之研究對象是以一家在國內已推行知識管理多年，且服務創新相當成功的法律事務所作為代表性個案進行研究，並經由學理驗證得出以下研究結論： 在知識管理促動因子與知識管理之關聯性得出以下結論： 1.領導者的態度與明確的知識管理策略是知識管理成功的關鍵因素。 2.企業的團隊合作文化與信任文化越盛行，知識創造與擴散活動越容易進行。 3.資訊科技的選擇性導入，有助於提升組織知識吸收、蓄積與擴散的速度。 4.企業是否提供員工長期性的獎勵措施，會影響員工對知識吸收、創造與擴散活動的參與意願及貢獻程度。 在知識密集服務業之知識管理活動方面得出以下結論： 1.在知識密集服務業的公司，輸入及吸收外部知識是組織能持續進行知識創造的重要方式。 2.基於知識密集服務業之高專業性、高知識密集性的特性，人員的知識與技能是公司知識蓄積的主要載體。 3.知識密集服務業的公司採取以師徒制度為主，教育訓練為輔的人員訓練方式，對知識擴散活動有正面的影響。 在知識密集服務業之服務創新方面得出以下結論： 1.知識密集服務業的公司會根據市場變化與客戶需求來創新服務概念，以提升核心競爭力。 2.知識密集服務業之新客戶介面的重要創新因素，在於能依據實際及潛在客戶的需求特性，建立具有附加價值的服務平台，以提升顧客滿意度。 3.在知識密集服務業的公司，完善的人員教育訓練與人才培育是新服務傳遞系統的重要創新因素。 4.成功創新的知識密集服務業者，於新服務概念、新客戶介面、新服務傳遞系統三構面間的相互配合程度相當良好。 在知識密集服務業之知識管理與服務創新的關聯性得出以下結論： 1.知識密集服務業之知識吸收與創造活動，有助於加速新服務概念的形成。 2.知識密集服務業與客戶間的知識吸收與創造活動，有助於建構符合客戶需求之新客戶介面，並降低創新過程中不確定的風險。 3.知識密集服務業之知識蓄積與擴散活動，對新服務傳遞系統的進行有顯著的正面影響。 4.知識密集服務業將知識管理作為創新服務的策略性工具時，有助於加速實現服務創新的目標。 / In the 21st century, the world economy has two highly important developments: the rise of the service sectors and the growing role of knowledge. Especially, the service sectors have increased dramatically in recent years and they occupy a large share of the economy of advanced industrial societies. Among the service sectors, knowledge-intensive business services (KIBS) is strong momentum of the economic growth. As “knowledge” is a basic element of KIBS’s innovation, how to implement knowledge management effectively to enhance the value of organizational knowledge and make KIBS continually produce innovative products or services as well as create a competitive advantage is an important issue on business management for enterprises. This research aims to combine knowledge management with service innovation and to analyze when KIBS firms adopt knowledge management as a strategy to achieve the objective of service innovation, the relationships between knowledge management and service innovation. This research also describes the issues of knowledge management enablers, knowledge management activities and service innovation implemented in KIBS firms. Additionally, this research, through a case study conducted on a successful law firm in Taiwan, further explored the relationships between knowledge management and service innovation. The conclusion of this research may include in four aspects: 1.The findings of the research regarding relationships between knowledge management enablers and knowledge management in KIBS are as follows: (1)Leadership and clear knowledge management strategy are critical success factors in knowledge management. (2)The more teamwork culture and trust culture existed in KIBS firms, the easier knowledge creation and diffusion activities implemented. (3)Application of appropriate information technology in KIBS firms can enhance the speed of organizational knowledge absorption, accumulation and diffusion. (4)Whether enterprises can offer long-tem incentives to employees will affect employees’ participation willingness and contribution degree for knowledge absorption, creation and diffusion activities thereof. 2.The findings of the research regarding knowledge management activities in KIBS are as follows: (1)In KIBS firms, input and absorb knowledge from external sources is an important manner of continually facilitating knowledge creation. (2)Based on KIBS’s characteristics of high professional and high knowledge-intensive, personnel’s knowledge and skills are main carriers of knowledge accumulation in KIBS firms. (3)In KIBS firms, adoption of “mentoring-based, education and training-supplemented” as staff training methods will make positive impact on knowledge diffusion activities. 3.The findings of the research regarding service innovation in KIBS are as follows: (1)To enhance the core competitiveness, KIBS firms will create “new service concept” in accordance with market changes and customers’ needs. (2)In KIBS firms, a critical innovation factor of “new client interface” is whether they can build a value-added service platform in accordance with actual and potential customers’ needs so as to enhance customer satisfaction. (3)Successful education and training on employees is a critical innovation factor of “new services delivery system” in KIBS firms. (4)In successful KIBS firms, organizational interaction and coordination between “new service concept”, “new customer interface” and “new service delivery system” would be excellent. 4.The findings of the research regarding relationships between knowledge management and service innovation in KIBS are as follows: (1)In KIBS firms, through knowledge absorption and creation activities, it can speed up the formation of “new service concept”. (2)Through Knowledge absorption and creation activities between KIBS firms and their clients, it can assist KIBS firms in building “new client interface” and reducing potential risk in the innovation process. (3)In KIBS firms, knowledge accumulation and diffusion activities may make a significant positive impact on “new service delivery system”. (4)When KIBS firms adopt knowledge management as a strategy to innovate services, it can speed up to achieve the objective of service innovation.

摘要 分類是研究的第一步，服務業理必須基於有意義的分類，才 可能提出規範性的結論。此外，服務業的無形產出，必須透過細緻的 服務傳送系統設計來傳遞給顧客。因此服務業的研究首要工作，在從 抽象的層次中提出對服務業無形特性的有效分類。經由文獻檢討及實 務觀察，本文提出三項服務業的產出分類構面:經濟性、社會性及心 理性利益，稱之為服務核心。以此三構面將台北市的服飾零售業分為 四種類型:經濟心理性、心理性、混雜性及經濟性零售店。各類型零 售店中較績優者，相互之間服務傳送系統的差異非常明顯，顯示績效 的殊途同歸性是明顯的。用一類型零售店組內的比較分析中，以類神 經網路求得影響績效最重要的服務傳送系統項目:經濟心理性最重要 的活動與商品無直接的關連;心理性零售店最重要的是人員專業性與 商品風格與品味;經濟性零售店的服務傳送系統則是愈簡單愈好。文 末並提出相關的討論是建議。 / ABSTRACT keywords: service industry, service core, service delivery system, retail industry， neural network Classification is the first step for research. Normative suggestions cannot be provided unless meaningful classification is available in service management. Meanwhile, intangible output in service organizations usually is transferred to customers through delicate service delivery system. Therefore the primary task in service management research is to devise efficacious, theoretical classifications to govern inherent intangibility in service management. Through literature review and field study, this paper proposed three classifying dimensions for fashion retailing, which were termed service cores consisting of economic , social , and psychological benefits. Based on these three dimensions, four types of retailing firms were derived with clustering analysis: eco-psychological, psychological, and economic types. Between groups, better performers were extracted to compare with each other， which demonstrated the significances of equifinality towards performance and differences between these four retailing types. Within groups, neural network analysis was employed to determine important factors in service delivery system. In eco-psychological type, important factors were irrelevant to merchandises. Professional salespersons and special merchandise were critical to psychological stores. Better economic stores were all rated low in most delivery activities. Relevant suggestions and discussions were given to conclude the findings.

中國服務業近年來成長迅速，服務貿易額占世界比重亦愈來愈高，且截至2012年10月為止，中國已與香港、澳門、東協、新加坡、紐西蘭、智利、巴基斯坦、秘魯及哥斯大黎加等國家和地區簽署雙邊服務貿易協定，積極對外開放服務業市場。目前臺灣正與中國進行ECFA服務貿易協定的協商談判，因此深化研究中國服務業對外開放的戰略，以及分析中國至今已簽署之所有服務貿易協定的承諾內容與開放程度，是臺灣當前重要經貿課題之一。 本文使用文獻分析法探究中國服務業對外開放的戰略與政策，同時採用Marchetti and Roy（2008）的量化分析法，計算中國目前所有服務貿易協定之開放程度，並探討中國各大部門之開放情形，得到許多重要結論。首先，本文認為中國在服務業對外開放的戰略面和政策面實為相互呼應，於2001年加入WTO之後即全面擴大服務業的對外開放，並且日益重視服務貿易的發展，特別是新興服務貿易。其次，儘管中國於雙邊簽署許多服務貿易協定，但除了對香港（和澳門）新增約10.7%的開放程度之外，其餘國家平均僅新增2.6%的開放程度，可見中國實質開放程度並不高。另外，本文亦發現中國在採礦相關、醫院和旅遊等服務部門，會視部門類型之不同，決定不同之開放對象。最後，文末整理臺灣應於ECFA服務貿易談判盡力爭取開放之部門，並提出若干談判策略建議。 / In recent years, China has made remarkable progress in developing its service industry, and its proportion of trade in services in the world has risen significantly. Until October 2012, China has already signed nine bilateral agreements on trade in services with Hong Kong, Macao, ASEAN, Singapore, New Zealand, Chile, Pakistan, Peru and Costa Rica, showing its activeness and resolution to open up the services market. Taiwan is also negotiating with China about the negotiation of trade in services. Therefore, to understand China’s opening-up strategy and analyze both the content of commitments and the degree of openness in all agreements on trade in services China have signed, have become one of the major economic issues for Taiwan’s government. This thesis used literature analysis method to explore China’s opening-up strategies and policies in its service industry, and applied the quantitative method based on Marchetti and Roy(2008) to calculate the degree of openness in all agreements on trade in services China have signed. Meanwhile, the current situation of China’s service sectors was examined separately. There are three principal findings. First of all, China’s opening-up strategy in service industry is very consistent to its policies. Since China joined the WTO in 2001, it has not only significantly opened up its services market, but also made more efforts into the development of trade in services, especially the emerging sectors. Second, although China has signed many bilateral agreements on trade in services, the real degree of openness is not high. Except Hong Kong (and Macau), which gets approximately 10.7 percentages more in the degree of openness stipulated in the WTO agreement, the rest of countries only get 2.6 percentages more degree of the openness in average. Third, for particular purposes, China would give different treatment to different countries in service industries like services incidental to mining, hospital services, and touristic services. Finally, this thesis lists some service sectors, which Taiwan should strive for China’s opening-up on the negotiation of Trade in Services, and provides some suggestions for negotiation strategy.

根據2011年統計資料，我國服務業生產毛額占整體國內生產毛額（GDP）比重從1981年的49.99％增長至2011年的65.50％（統計資訊網，2012），由此可見服務業已成為台灣未來經濟成長的主要關鍵。隨著各種服務的興起，吾人不能再以製造業的思維來看服務業的經營管理，業者必須強化自己的知識並不斷地進行創新，才能擁有競爭優勢。 創新的基礎在於知識，然而以往有關知識管理和服務創新的論文，大多只單獨研究知識管理或者服務創新的部分，即使有探討兩者的關聯性者又多為量化研究，內容上並無具體作為的論述。基於上述的研究缺口，本研究採取質性多重個案研究法，選擇四家在服務創新方面具有優越成效的服務業者進行深入的研究，探討其知識管理活動和服務創新作為，以及其知識管理活動對服務創新的影響。 本研究所得到的結論如下： 1.服務業者在服務創新相關之知識創造與擴散上會採用電子匯集平台、正式會議、口頭、師徒制、個案分享等多元方式。 2.服務業者進行服務創新時，會以人員、文件和物件等三種方式儲存知識，且會考量知識的品質、完整性和即時性，決定是否成立專職機構來蓄積和整合知識。 3.服務業者在服務創新相關之知識加值上會將累積的知識應用到其他服務上。在知識保護上則會使用權限和密碼的方式，並考量知識的機密性程度來決定是否使用統一監控的方式來管理。 4.服務業者擁有許多創新的來源，其內部會設置創新提案系統，使員工提出創新的想法。此外，也會根據其服務創新的合作網絡需求，決定與外部商業夥伴合作的頻率。 5.服務業者的組織文化會影響其服務創新的作為，且業者會透過會員工訓練和組織結構改變的方式來回應服務創新的內涵。 6.服務業者的知識建構與取得管道具多元性，且這方面對新服務概念的產生有所影響。同時，持續的知識創造與擴散和有效的知識蓄積與整合，都有助於新服務概念的產生以及高服務品質人員的培育。 7.服務業者因知識的高變動性，使得其知識保護程度的高低並不會影響其服務創新產生的頻率。 本論文最後提出本研究的學術貢獻、實務建議與後續研究之建議，使本研究更為完整。 / According to the National Statistics of Taiwan in 2011, Taiwan’s production in service industry was 49.99％ in 1981 and rose to 65.50% in 2011, which shows that the service industry plays a decisive role in Taiwan economic growth. Service industry should have its own knowledge management and innovation in order to create its own competitiveness. Most of the former studies of knowledge management and service innovation focus on single case or High-Tech industry. The past studies of the relationship between two of them are almost quantitative research. Due to the research gap, this research adopts the qualitative method and selects four service companies which are famous for their service innovations. This research explores the knowledge management activities and service innovation in these four companies, and aims to find the relationship between them.The conclusions of this research are listed bellow： 1.The general methods of knowledge creation and diffusion are electronic platform, formal meetings, oral, mentoring, and case sharing. 2.Service companies store knowledge in three way：personnel, documents and objects. 3.The same knowledge of operation can be used in different services. The common way of knowledge protection is password. 4.Customers are important source of innovation. The service companies set up the innovative proposal systems to allow employees to bring up innovative ideas. 5.The companies’ culture has a high degree of support for service innovation. The training of staff and the structure of organization are changed due to the service innovation. 6.The construction and acquisition of knowledge have impacts on new service concepts. 7.The creation, diffusion, accumulation, and integration of knowledge contribute to the generation of new service concepts and new delivery system：Personnel. 8.The extent of protection on knowledge doesn’t affect the generation of new service concepts.

基於語言、歷史、文化與政治因素，台日商策略聯盟具備進軍中國大陸市場的優勢。「十二五規劃」發展服務業與城市化，台商與日商攜手進軍中國大陸市場，可為雙方帶來綜效。 本研究整理與分析策略聯盟理論與相關文獻，並對台日商策略聯盟解析。依本文台日商策略聯盟服務業分析，以品牌授權為最佳模式。筆者赴上海田野調查一月，訪談十七位台商與學者，其中發現：採用授權合作模式，台日雙方可保有最大自主性，亦可充分發揮雙方競爭優勢，在中國大陸市場應可獲得最大利益。 台日商服務業策略聯盟，具有以下綜效意義與價值：(1)技術共 享與策略協調。理解並善用雙方優勢與清楚定位，提高技術與成本綜效。(2)有形資源共享。台日商就產品設計、創新、行銷、品牌以及服務，清楚分工，並達成共識，選擇中國大陸優良廠商製造，發揮本土化與降低成本等天時、地利，及人和效益。(3)垂直功能整合。台商著重行銷服務，與日商負責研發創新的垂直分工，創造高附加價值績效。(4)談判能力的結合。臺日結盟，產生規模經濟的合作型態尚未出現。隨著臺灣中小企業在中國大陸市場逐漸大型化，期望與日本企業形成談判能力，突破成本困境。(5)創新事業的整合。善用雙方策略性互補與深厚的信賴關係，擴大合作綜效與機會。 臺日雙方以開放、分享的態度，減少反綜效發生，強化技術、資源、以及成本與整合等優勢，始能發揮最大效果。在兩岸ECFA簽訂後，台日商，特別是中小企業如何在信任基礎上，建立有效合作模式，結合優勢、相容性、產業價值鏈之互補性，策略運用，以及合作思維調整，以因應市場變化，應為重要課題。 / The “12th Five-Year Plan” focuses on the development of the service industry and urbanization. With mainland China’s immature services development, the alliance among Taiwanese and Japanese entrepreneurs has the advantage to enter the market. This study systematically organizes and analyzes the theories of international strategic alliances, as well as the relevant literature review. The author who spent a month of fieldwork in Shanghai interviewed 17 entrepreneurs and scholars to find that licensing model could maintain maximum autonomy between Taiwanese and Japanese companies, and at the same time, give full competitive advantage to both sides, which allows complete access to the best interests in mainland China. The Taiwan-Japan strategic alliance in the service sector has the following meaning and value of synergy: (1) to understand and take advantage of strengths and clear positioning to both sides by technology sharing and policy coordination to improve the technical and cost synergies, (2) to reach a consensus on tangible resource sharing, such as product design, innovation, marketing , branding, services and choice of excellent manufacturers in mainland China to localize and reduce costs, (3) to be responsible for marketing by the Taiwanese, and research as well as innovation by the Japanese to create high value-added performance, (4) to look forward to combine bargaining power by generating economies of scale with Taiwan’s SMEs large-scaled formation in mainland China to break through the cost dilemma, (5) to use strategic complementarity and deep relations of trust of both sides to expand business cooperation synergy and opportunities. Strategic alliance between Taiwanese and Japanese entrepreneurs achieves maximum results with an open attitude to reduce the occurrence of anti-synergy and enhance technology, resources, cost and integration. Developing the domestic market is the government policy of mainland China. After the signing of the cross-strait ECFA, Taiwanese and Japanese entrepreneurs should establish an effective and a systematic evaluation criteria based on trust from both sides, exploiting superiority, compatibility and complementarities of industry value chain to work on the maximum benefit.

目錄 謝誌－－－－－－－－－－－－－－－－I 摘要－－－－－－－－－－－－－－－－III ABSTRACT－－－－－－－－－－－－－－IV 目錄－－－－－－－－－－－－－－－－ V 表目錄－－－－－－－－－－－－－－－VII 圖目錄－－－－－－－－－－－－－－－VIII 第壹章　緒論 第一節　研究背景與動機－－－－－－－ 1 第二節　研究問題－－－－－－－－－－ 5 第三節　研究目的－－－－－－－－－－ 5 第四節　研究流程－－－－－－－－－－ 6 第貳章　文獻探討 第一節　真誠領導－－－－－－－－－－ 7 第二節　專注覺察－－－－－－－－－－ 13 第三節　情緒勞務－－－－－－－－－－ 18 第四節　主動顧客服務績效－－－－－－ 24 第五節　各變項間之關係及假設推論－－ 27 第六節　研究理論模式圖－－－－－－－32 第参章　研究方法 第一節　研究母體與抽樣對象－－－－－ 34 第二節　研究工具－－－－－－－－－－ 35 第三節　資料分析方法－－－－－－－－38 第肆章　研究分析與討論 第一節　樣本結構之敘述性統計分析－－ 41 第二節　信度與效度分析－－－－－－－ 43 第三節　相關分析－－－－－－－－－－ 51 第四節　整體結構方程模式分析－－－－ 52 第伍章　結論與建議 第一節　結論－－－－－－－－－－－－ 65 第二節　管理實務建議－－－－－－－－ 70 第三節　研究限制與後續研究之建議－－ 72 參考文獻 中文部分－－－－－－－－－－－－－－75 英文部分－－－－－－－－－－－－－－76 附錄一：研究問卷－－－－－－－－－－ 83

資訊服務業為知識經濟下的代表性產業,其企業價值的創造可以說完全來自 於智慧資本的累積與影響,而對於台灣經濟而言,資訊服務業亦是新興的成長動 力來源。伴隨著網路科技的發達,近期資訊服務業中亦產生異於過去單方向進行 軟體開發及推廣的平台商業模式(Platform Business Model),舉凡電子商務、 線上遊戲、社群網站及通訊軟體皆在此範疇內,而根據 Chesbrough(2006)的開 放式創新理論,平台型企業是最能適應環境變化,亦能最快、最有效率達到創新 的公司,擁有更強的競爭優勢。 因此,本研究主要探討在資訊服務業中,平台型商業模式如何影響企業在智 慧資本上的投資,以及如何影響企業價值。本研究以台灣上市(櫃)資訊服務業 近 2012-2014 年的資料為樣本,利用追蹤資料迴歸模型(Panel Regression), 控制公司成長面、獲利面、風險面及公司規模,並固定年份所帶來的時間效果, 探討在產業當中平台商業模式對智慧資本投資以及企業價值的影響。 實證結果分為三個部分,(1)選擇平台作為商業模式,能帶來更高的企業價 值,並且顯著異於其他非平台資訊服務同業。(2)資訊服務業的關鍵智慧資本為 人力資本,然而資訊服務業中的平台模式更強調結構資本的重要性,相較之下非 平台的資訊服務同業在顧客資本的投資能帶來更高的企業價值。(3)對於平台模 式而言,人力資本與結構資本之交互作用,能為企業價值帶來顯著性的綜效,但 非平台模式在各個智慧資本間則沒有綜效產生。 / As a representative industry of knowledge economy, all the value creation of Information Service value is from the Intellectual Capital(IC). Besides, for the economy of Taiwan, the sector is also the new engine of economic growth. With the development of the Internet, information service industry in recent years has produced a different business model, transformed from “single direction software development” to “multi-sided market platform”, which included e-commerce, online games, social media and instant message service. According to the theory of Open Innovation by Chesbrough(2006), this kind of platform business is the most able to adapt to environmental changes, also the fastest, most efficient achieve innovative company, and has a stronger competitive advantage. This study focuses on the platform business model and IC of Information Service Industry, and tries to decode how platform business model affects investment in IC, and how it affects corporate value. The study collected the listed Taiwan Information Service companies in 2012-2014 for data sample, uses Panel Regression Model with the control of the company's growth, profitability, risk and size, and fixed the year Effect, to investigate the effects of the platform business model for IC investment and the impact on corporate value. The evidence can be divided into three sections: (1) In the industry, platform business model can lead to higher corporate value, which also significantly different from other internet information services peers; (2) Human Capital is key IC for Information Service Industry. However, platform business emphasizes more on the importance of Structural Capital, compared with other peers of the industry which investment of Customer Capital would lead to higher corporate value; (3)The interaction of Human Capital and Structural Capital can bring significant synergy on corporate value for platform business, compared with other peers of the industry which have no synergy between ICs on corporate value.