國內的公司面對激烈的全球化競爭，需積極提升競爭力、創造競爭優勢，IT除是公司營運中不可或缺的一部份，亦是組織提升競爭力的利器之一，然而在有限的時間與成本下，如何連結IT與企業目標，有效率的管理IT資源以提供服務給其他部門，進而凸顯出IT對組織的價值，一直是公司亟欲解決的問題，因此紛紛興起對於導入IT服務管理的想法，藉由實作ITIL後可以解決棘手的問題，但是公司在導入ITIL前並未評估公司組織目前的IT現況，瞭解其對於ITIL的準備程度，就決定要導入ITIL，其在導入的過程中可能會遇到很多困難，因而使得導入ITIL後的效益就不容易被呈現出來。 本研究以驗證組織是否符合IT服務管理要求的國際標準ISO 20000之規範內容為基礎，發展出公司導入IT服務管理前之準備度量表，評估公司對導入IT服務管理前之準備度。藉由準備度量表的評估結果瞭解公司目前IT的現況，以增進公司掌握是否申請驗證ISO 20000之決策資訊，並可藉由評估結果瞭解公司內IT、制度與流程的改善項目。 透過本研究所發展的評估量表及評估結果，與其他發展較早、企業較為熟悉的評鑑標準，如CMMI、企業電子化評量及國家品質獎等之評鑑內容進行對應與比較，讓企業瞭解ISO 20000規範內容與國家品質獎、CMMI、企業電子化評量等評鑑內容上的異同，進一步使公司瞭解其對IT服務管理之準備度。 本研究建議公司組織要導入IT服務管理前，首要評估本身的準備度，以瞭解其對於ISO 20000之符合程度，透過現況之評估、分析未來公司組織在導入IT服務管理過程中應改善的方向，以期建立起完整的IT服務管理體系，並透過PDCA管理循環的概念，讓企業IT服務品質可以持續循環改進，提升IT服務管理之層次，避免因為盲目的追隨潮流而導入ITIL，導致無法看到導入ITIL後的成效。 / Taiwan’s companies are facing fierce global competition. They must enhance competitiveness actively and create competitive advantage. “IT” is not only an integral part of companies’ operation, but can enhance the competitiveness of the organization. However in the limited time and costs, how to align IT and business objectives is a critical question. Due to this situation, therefore, these companies raise the idea of implementing IT service management. By implementing ITIL, they hope it could solve IT problems and IT department can manage IT resource efficiently to deliver IT service to other departments. Furthermore, they can prove their value to the whole organization. But before implementing ITIL, many companies haven’t assessed their own IT status and figured out their readiness of ITIL. If so, during implementing ITIL they would face many obstacles, and would finally not show the benefit of implementing ITIL. Based on the global IT service management standard “ISO 20000”, this research develops a readiness scale that could measure companies’ readiness of implementing IT service management. According to the readiness scale and its result, companies could know their IT status well and acquire the decision information that how to implement ITIL and apply for ISO 20000 certification or not. The study also compared the readiness scale and its result with other noted standards like CMMI, e-Business Assessment Scheme for Enterprise (e-BASE) and National Quality Award. Accordingly, companies could understand the similarities and dissimilarities between ISO 20000 and above famed standards. So that they could understand their IT service management readiness further. Finally the study recommended that before these companies implement IT service management, the first thing they should do is to assess their own readiness. By assessing and analyzing the IT status, so that they could know the compliance of ISO 20000, and find out their own improved direction of implementing IT service management. Companies should establish the whole IT service management system and the PDCA Management Cycle hence the quality of IT service could be improved continually.

IT服務管理越來越熱門，有人認為這是一種新的技術，有人認為IT服務管理不過是MIS的一種應用，也有人認為無非是網管加上工作流程。事實上IT服務管理的出現應該放在整個IT行業發展的過程中來看。可以說，IT服務管理的出現標示著IT行業的一輪新變革，將會伴隨著整個IT行業結構和價值鏈的變化而成長，甚至可以說，IT服務管理是IT行業開始走向成熟的一個標誌。 ITIL是IT服務管理的最佳實踐，而ISO20000是一個關於IT服務管理體系的國際要求標準。ITIL為IT部門指出了一條以服務為主的方向，在實施ITIL的過程中逐漸地提升IT的管理水平。而ISO20000是基於ITIL的國際標準認證，在IT部門中建立服務文化，提供了滿足業務需求的服務方法論和管理方式，幫助識別和管理IT服務的關鍵過程，保證提供有效的IT服務滿足客戶和業務的需求。不僅如此，ISO20000還定義了一系列相互關聯的服務管理過程，識別了過程之間的關係，和這些過程關係在組織內的應用，提供了方針目標和服務管理的控制措施。 本研究建議在推行ISO 20000認證之初，便需要建立服務台這一項功能性組織，來促使公司組織能更有效率地達成ISO20000之要求，而如何使服務台有效運作是本研究的重點。

KPI(Key Performance Index)是一個落後指標，需要一套更及時的領先指標，以動態和系統化的角度，及時展現每一位員工的執行績效和顧客滿意度指標，以數位化看板的概念報導員工對公司的貢獻度和顧客對服務的接受度，因為預先管控和報導，可以確保KPI 的達成，在服務品質的改善和顧客滿意度提升，有很大的助益。. 本研究希望發展出一套具體的線上及時管控指標，讓系統整合公司可以提升顧客信賴和持續服務品質改善，而將重點發展方向轉移到提供更好的內容、產品、服務、系統的品質，以及合理的價格。 因此採用平衡計分卡的四大構面為面向，ITIL服務生命週期之IT服務管理為主軸，參考PZB三位教授之服務品質概念性模式和SERVQUAL量表衡量構面及項目，配合系統整合公司的運作，歸納出一個服務品質改善架構流程圖，並以其為基礎發展一套服務品質改善的及時管控指標；運用商業智慧、數位儀表版等工具設計以支援主管決策管控和員工績效的報導系統。

隨著主管機關對金融商品規定的鬆綁，金融機構業務型態的變化越來越多，量也越來越大，對資訊系統依賴的程度也越來越高。其中，證券公司業務的執行及對客戶的服務，更是高度依賴IT服務的可用性、可靠性、安全性和表現的效能。然而，IT與業務部門需求認知上的落差及IT部門在企業內扮演角色認知上的錯誤及不當的IT管理方式，反而讓問題的發生層出不窮，IT也經常落入問題處理的深淵。 問題的複雜度雖然不斷提高，相對於業務單位對系統穩定性的要求卻更高。問題是：企業不可能因為追求效率上的完美而不斷花錢投入IT資源。在IT資源有限的情況下，IT部門須對這些問題，進行更有效的管理及回應。因此，IT治理不僅已成為金融機構實現業務目標的基本要素，也是獲取客戶信任不可或缺的元素。本論文則嘗試透過導入行之有年的ITIL管理方法，協助解決證券公司資訊部門的困境。 為能達到良好的IT服務治理結果，本研究針對業務單位對IT部門所提供的資訊服務期望，透過ITIL的服務水準管理流程（Service Level Management，SLM）來加以定義及描述。主要做法： 1.利用ITIL流程改善模型（Process Improvement Model）的四階段步驟，參考營業服務管理（Business Service Management，BSM）的觀念與做法，讓IT單位與業務部門能有更好的溝通。 2.依據溝通的結果產出實際可行之服務水準協議。簡言之，即是由使用者的角度去找出所需達到的IT服務標準。還可依此畫出營業服務與IT服務間之對應關係，明確彼此的責任。 3.透過重複不斷的檢討與回饋，讓IT服務能越來越符合實際業務的需要。 本研究發現，透過案例「致富快手」系統在服務水準管理流程中所獲得的業務單位對IT部門的服務期望資訊，對照現況IT部門的服務表現與目標水準的差異分析。的確可以協助IT部門就資訊服務的提供現況來推導，以獲致未來可進行服務改善的目標項目。而不再是以個人的直覺來進行系統維護與IT投資，這些效益還包括： 1.增進IT了解自己在企業營運上的價值貢獻；體會與業務單位的分工合作關係，減輕彼此的對立。 2.營業服務關鍵流程協助IT部門進行資源佈署，優化IT投資。 3.對營業服務關鍵流程，提供一具體、可量化的衡量標準與描述。可依此建立SLA與OLA。 4.服務期望與服務現況比較，了解IT服務對營業服務支持程度。 5.服務期望與服務現況差異化分析，為日後服務改善之依據。 6.營業服務與IT資源對應，明確IT資源關鍵元件；為備援建置及容量管理之重點對象。 7.以Business/IT知識庫檢視監控機制涵蓋程度，做為服務改善之目標。 8.透明IT營業支援服務體系，增進雙方溝通與問題處理有效性。 研究中也發現，服務水準管理流程只是在規範IT服務相關單位的行為活動。也就是說，服務水準管理流程其實只是在訂定IT服務的目標，至於應如何來實現，仍須藉由其他服務提供(Service Support)流程的有效支持；改善的具體實現，又會反應在服務水準指標的執行結果上，兩者其實為互相呼應，相輔相成的因果關係。 / As the finance production deregulates, the financial institutions could run more and more various businesses. In order to offer quality service, it’s necessary to have IT support in the back. So does Security Corporation. The business performances of a security corporation almost depend on an available, reliable, and secure IT services. However, there are some problems occurred between the business and IT units. In one hand, they both have misunderstanding in cognition to the other party; on the other hand, passive attitude and ineffective management of IT department made two groups always unsatisfied to each other. Furthermore, the spending of IT investment in a company is limited, but the business units continually require of better performance requirement. The atmosphere between two parties is in tension. For solving those problems, the study of IT governance comes out. It helps organization offer better IT service under limited resources. Moreover, IT governance is not only the effective method to realize business object, but the important one to obtain the customers’ trust. As the result, we use one of IT governance methodology, ITIL (IT Infrastructure Library), to resolve the predicament of IT department in the security corporation. In this paper, we identify the expectation to IT service from Business units using the concept of SLM (Service Level Management) module described in ITIL. Our analysis steps are as follow: I.Understand the needs: We use the “Process Improvement Model” in ITIL and the concept in BSM (Business Service Management) to analyze the “real” requirements from business units. II.Settle and implement the agreements: After clarify the relationship between business function and IT service, the most important document in SLM, SLA (Service Level Agreement), will be ready for recording the result of negotiation of two parties. It’s also good for addressing the responsibility. III.Review and improve the IT services: After implement, it’s necessary to review the result, and get the feedback for next service improvement. By continuous improvement, IT service will be able to match the business needs. In the case, we conduct the gap analysis between the expectation of business department and real performance of IT service. It helps IT department to understand “where we are” and “what we want”. Through the result of the comparison, it provides an obvious direction for service improvement, instead of by “intuition” only. It also includes other benefits like that: I.The IT department can realize its role in whole enterprise. It could have better cooperation with business department. II.The BSM helps IT manager to deploy its resources and optimize the investment in IT. III.The methodology provides a concrete, measurable standard and description to the business. It’s useful to establish the SLA and OLA (Operation Level Agreement). IV.The comparison between expectation and current status can show how the level of IT services support business services. V.The gap analysis provides the direction of service improvement. VI.The IT resources components are highlighted. Those components are major objects in backup mechanism and capacity management. VII.The Business/IT Knowledge base helps to review the range of monitor. VIII.The IT support system can be revealed. It is benefit to communication and problem management. The study shows that Service Level Management focus on how to restrict the action of IT Services provider. In other words, the whole process just helps to fine out the object of IT Services. It also needs support of other Service Support processes. Furthermore, the services’ quality improve will be showed by the Service Level Index. The SLM and other process complement to each other. To sum up, SLM is good for IT units to identifying needs and catching them. However, it should implement with other process to get better effect.