Transnational knowledge transfer projects (TKTP) has become a strategic way for organizations to transfer knowledge across national boundaries in order to maintain their competitive position. However, the complex and unique nature of TKTPs makes these difficult for project managers (PMs) to handle and the lack of a solid foundation among scholars thus required further insight into what affects these types of projects and how they can be managed. The purpose of this research was to gain a deeper understanding of which critical factors appear and how PMs can facilitate the execution of TKTPs. The research purpose was addressed through an abductive approach, using a multiple case study of projects at a selected case company, able to provide great insights regarding TKTPs and the management of such projects. In total, three different projects were chosen, whereby a total of 18 interviews were performed with participants from each project. The results showed that certain critical factors must be taken in consideration and dealt with by PMs at a certain point in time, i.e. during the different phases of the TKTP. As such, PMs are able to facilitate the execution of TKTPs. The results are further presented in a framework, illustrating a process presenting each phase in detail with the corresponding critical factors and how PMs can deal with them. Prior literature regarding knowledge transfer projects (KTP) in general is not sufficient to receive a comprehensive understanding of the transnational perspective, i.e. the added complexity in transferring across national boundaries. The results provided in this research hence extend the previous literature by viewing in detail which critical factors appear and how managers can facilitate the execution of TKTP by presenting a framework illustrating the additional critical factors, and how managers can deal with them. The managerial implications entail that as TKTPs and organizations are so unique, the framework must be adapted to the specific situation at hand. In addition, the framework further helps PMs to overcome the complexity of TKTPs, as it guides PMs through the project phase by phase. The results provide PMs with directives to facilitate the execution of TKTPs and a foundation for new global business opportunities.

本研究進行，乃基於隨著國際油價飆漲，中東產油國及新興國家大量投資煉油石化產業，使得商機增加；但由於韓國工程公司在政府力量支持之下崛起，使國際統包工程市場競爭趨於激烈；加上匯率及金屬原物料價格的大幅波動，造成統包工程承做風險提高等不利條件進行探討。藉由以上的背景因素發掘個案公司在跨國專案管理的問題與尋求解決方案，進而提升個案公司的整體營運績效，強化核心能耐與競爭力；期能掌握這一波產業發展契機，與歐美日韓進入國際統包工程的領先群，並擺脫中國、印度等潛在後起之秀的追趕。 本研究係由個案公司所處的內外部環境、跨國專案管理與經營策略三方面進行分析，以期構建個案公司的發展願景、強化核心能耐及訂定短、中、長期策略目標。此外，亦期經由本研究，提供學術探討與企業實務運作的參考，裨益於石化工程公司跨國專案管理的研究與經營發展方向的探討。 為提高研究的周延性，本研究從國際統包工程的特點、管理模式與經營策略三方面進行文獻探討，藉以建立正確的研究知識並啟發基本的研究觀念，進而訂定本研究的研究架構與實施步驟，使研究有序的進行。 基於國內從事國際統包工程且願意分享其跨國專案管理經驗的企業相當有限，加上本研究主題乃目前全球競爭現實自然演變而產生，不適合驗證性的研究；因此本研究採取探索性的個案研究方式。研究架構則以個案公司所處的內外部環境為自變項，跨國專案管理為控制變項，經營策略為應變項三個主軸發展；研究方法主要採用文獻探討、個案研究與資料分析。 對於個案公司的分析，首先從個案公司所處的國際煉油石化工程產業、個案公司的基本資料等基礎構面進行探討；其次對個案公司的內部發展進行分析，再審視個案公司的執行力與競爭力，然後對未來策略構想進行綜合整理與剖析。 本研究提出的結論如下： 一、外在環境： 煉油石化工程產業市場需求提高，但競爭激烈，且市場風險不易掌握。 二、經營策略定位： 以台灣為營運中心，從中國大陸、東南亞、印度、沙烏地子公司進行在地紮根，進行跨國協同設計與集團化採購，並有效結合中國大陸資源。 三、未來經營策略： 強化作業流程改進委員會；發揮創新小組功能，追求差異化帶來的競爭優勢；完善『企業整合性管理資訊系統』，支援跨國協同設計作業，減少品質重做成本，加速作業流程，提高整體營運效率。 本研究建議個案公司應強化支援性資訊系統，以有效支援跨國專案的執行；對未來的研究，則建議透過更多訪談，取得可供比較的資料，採行較大規模的量化資料蒐集，獲取較多可供驗證的資料，以及多方面拓展研究方向，促使本研究領域的深入與完整。