台灣金融業為因應全球金融自由化及國際化的趨勢，近年來，陸續成立了十四家金融控股公司，藉由原有之金融三大領域；銀行、保險與證券之資源統籌與資本集中，建立多角化的經營版圖，同時開發創新的組合式金融商品，以共同行銷之方式，提供顧客一次購足的服務並降低營運成本。 本研究基於探索共同行銷電腦化整合的動機，並以下列二點為研究目的： 1. 探討金融控股公司如何運用集團資訊資源，減少各子公司之重覆投資，達到資源共享目的。 2. 探討金融集團共同行銷之資訊應用系統整合架構。 本研究以Zachman Framework資訊架構為分析工具，進行以國內某金融集團為例之個案研究，此一個案之核心係銀行與保險公司之保單借款，並於其中加入證券公司資源以利探討金融集團應用資訊之整合，分析企業應用整合(EAI)平台進行即時之借款、還款與財富理財等服務之建置工作。 研究結果發現，資訊科技的整合在共同行銷上應用之成效主要有四個層面： 1. 整合集團客戶資料，建立客戶關係管理。 2. 發展組合式金融商品，滿足客戶需求。 3. 通路整合，銷售流程自動化。 4. 建立集團單一入口網站，有效降低資訊成本。 / In recent years, fourteen financial holding companies have been consecutively founded in Taiwan’s financial sector in response to the liberalization and globalization trends of the world finance. Stemming from three major finance realms, such as the pooling of resources and capital for banking, insurance, and securities, multi-faceted business territories have been established. By providing the customers with bundling of financial products and services towards a on-stop-shopping manner, the financial industry has begun to reducing operation costs by using cross-selling methodologies. This research explores thus the framework and IT requirement behind cross-selling services, with the following research goals: 1. to investigate the methodology needed by financial holding companies to employ corporate information resources to reduce redundant investments of subsidiary companies and to achieve the mutual resource usage goal. 2. to investigate the information resources integration framework for cross-selling financial corporations. Based on analytic method originated from Zachman Framework, this research conducted thus a case study on a domestic financial group. The core of this case study is to identify policy loan related cross-selling activities among the banking and insurance companies of the financial group. Therefore, the author has dissected and restructured the legacy financial application of information technology to establish an overview of the architect of EAI (Enterprise Applications Integration) platform with extension of real-time lending, repayment, and wealth management services, etc. A last, this research concludes the affected efficacy with respect to four aspects on information technology integration of cross-selling: 1. Organization of information resources and establishment of customer relations management. 2. Development of composite financial products to satisfy customer needs. 3. Channels integration and sales force automation system. 4. Establishment of enterprise portal with at least single-sign-on functionality to reduce cost efficiently.

本論文旨在探討以產品資料標準格式及資訊技術與工具，發展資訊整合模式，其目標是連結電腦輔助設計與電腦輔助製造功能，並結合產品資料管理共用資料庫及型態管理作業，達到同步管理，以實現同步工程作業。資訊整合使自研發、設計、製程規劃、及製造之電腦輔助作業的資料得以連結及共用，形成共通性資訊作業環境，有效提昇產品開發與製造之同步流程管理。為達此一目的，必須以符合國際產品資料表示與交換標準定義整合運作系統所使用的產品共通性資料，以利在電子化環境下，企業體內之上下游廠商可透過此標準定義配合網際網路技術，分享彼此產品資料管理系統中的產品資料，降低資料交換的誤差，並加速產品資料交換的速度。本研究以探討XML及STEP為基礎，首先分析產品生命週期管理之資訊需求，就設計、製程規劃、及製造管理之不同系統，釐清資料管理之資料表達規範，其次以IDEF方法進行產品資料管理之流程分析，並以Zachman資訊系統基礎架構框架各觀點進行資訊需求及架構分析，最後以國防工業體系之中心工廠為例，進行個案實証研究探討資料整合模式與流程分析之可行方法。 研究結果發現，提出三點建議供企業實行資訊整合之參考： 一、 企業流程再造BPR是工作流程、組織結構、資訊技術及工作內容等之合理化與重新設計，使績效大幅改善。 二、 雖有大量投資，但整合後系統的顧客價值不一定增加，例如：業務模式無法吸引更多的客戶時，系統整合後的價值也不一定增加。電腦系統整合的困難度應有企業內充分且全面性溝通的時間。 三、 將所有的資訊應用建置於同一超級資訊平台上作業，很難做到。分散式應用程式讓企業在建置資訊系統時不論在採購上或建置上都更為彈性，企業可依需要不斷的擴充系統，而不需在初期即一次購足。資訊服務網（Web Services）的發展促使企業應用整合EAI技術能滿足此一需求。 本研究係以應用於國防工業體系之中心工廠整合性製造管理資訊系統發展模式為例，國防工業是軍公民營企業合作發展模式，其具有穩定、不易外移、及能帶動相關產業發展之特性，相關產業的資訊整合均面對類似的問題。期能藉由本研究之結果，提供企業進行資訊整合時之參考，使其產品資料能於電子化環境中即時而正確地共用與分享。 / In today’s economy, product lifecycle has been significantly shortened. All manufactures are faced with the challenge of making high quality products within a short product introduction time while reducing costs as low as possible. Product lifecycle management （PLM）is an emerging solution and information integration is a core to address this challenge. Without an efficient methodology to integrate data and processes, PLM would be impossible. This research explores thus the methodology and IT requirement for the integrated product manufacturing information management system, with the following research goals: 1. To investigate the methodology needed by manufacturing companies to implement the integrated product manufacturing information management system to achieve PLM. 2. To investigate the information integration framework for the integrated product manufacturing information management system. Based on analytic method originated from Zachman Framework, this research conducted a case study on a defense industry. The core of this case study is to identify the Framework provides a means for organizing the models of Enterprise Applications Integration (EAI) into useful categories. Model is composed of multiple modeling methods integrated in a way that is sufficient to describe the system. The main models are： (1). Information models for the representation of product data are being developed as an international standard (ISO 10303) informally called STEP. STEP (STandard for the Exchange of Product model data) is designed to enable the exchange of product data between heterogeneous computer systems used throughout the product life cycle. (2). A neutral model of engineering and management data, developed based on the eXtensible Markup Language (XML), can be a standard interchangeable information representation for manufacturing information integration in PLM, and is developed in this research. (3). During several of the BPR steps, the critical process pieces are identified and designed together using IDEF Models. A last, with respect to enterprise information technology integration, this research comes to the conclusions as follows: 1. The primary goal of a BPR effort is to document the current and future business process and to ensure stakeholder buy-in and support. 2. Enterprise information integration is still relatively new, and its best practices are not fully disseminated, which helps to explain why Zachman Framework and analysis tools are important. 3. Since the structure of the data changes too rapidly, integration at the physical source level does not work. Web Services provide a distributed computing technology for revealing the business services of applications on the Internet or intranet using standard XML protocols and formats. It enables EAI to be an ongoing process of creating a flexible, standardized enterprise infrastructure that allows new IT-based applications and business processes to be easily and efficiently deployed.