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金融業合併之資訊整併策略討論 -以某金融機構合併案為例

本研究主要探討金融機構合併的資訊架構整併策略.藉由國內大型金融機構的合併個案來了解主併公司所採用的合併策略,過程與影響。 經過文獻討論與個案分析,有八點發現:
1. 以資訊整併策略角度來看,個案中的資訊整併模式是整體接收(Take Over)。
2. 以歷史角度來看,此次金融合併案的成功因素之一來自於併購集團累積多次的成功的合併經驗與總部的大力支持。
3. 從組織架構來看,被併購集團擁有功能完整的資訊組織架構與嚴謹的專案執行規劃,是本此合併成功的第二要素。
4. 在專案時間掌握上來看,遇到重大問題與障礙時,專案經理需要能克服困難完成任務,減少專案時間耽誤造成企業損失。
5. 從人力資源的角度來看,專案經理需要能在有效地預算掌控下,當地尋找支援人力,減少專案開銷。
6. 專案過程的溝通協調方面,資訊部門需要能與程式使用者之間良好的溝通協調,資訊單位可即刻反映使用者需求,達到快速反饋的目的。
7. 由綜效結果的分析來觀察,由併購銀行公布99年年報中所揭露之財務報表、信用評等與社會評價皆呈現正向成長。內部人員對併購銀行資訊技術處服務滿意度有高達八成滿意度維持併購前資訊服務水準。
8. 法律、政治因素影響與合併後併購銀行IT策略方面來看,新的個人資料保護法的通過,造成整體合併綜效、與合併後資訊策略的改變。

關鍵字:
資訊技術,資訊整併策略,企業併購 / The objective of this study is to understand the strategy, process and impacts of information technology (IT) infrastructure integration in a mergers and acquisitions project in a financial institution.
Based on literature review and an in-depth case study there are eight findings:
1. In view of the information integration strategy, the applied model of IT integration was a “Take Over” strategy.
2. From a historical perspective, one of the success factors of the merger was enterprise’s accumulated experience of mergers and strong support from headquarters.
3. From an organizational point of view, the acquiring group has both a full-featured information organizational structure and rigorous plan of project execution, which was one of the important elements of the success of this merger.
4. Regarding the project management, the major challenge of the project manager is to overcome problems and obstacles to complete the tasks on time and on budget.
5. From the perspective of human resources, the effective utilization of local support are the key to budget control.
6. From the communication and coordination aspects of the project, rapid feedback and good communication between staffs in the information sector and business users could increase the efficiency and effectiveness of the project execution.
7. By analyzing the results of the merger, the credit ratings and social evaluation in the acquiring bank revealed a positive growth. Internal user survey of the post-merger has shown a satisfaction rate of 80% which remained the same comparing to the figure of pre-merger.
8. From a legal and political point of view, the new Personal Data Protection Law has become a major concern for overall information strategy making after the merger.

Key Word:
Information Technology Infrastructure, IT Integration Strategies, Mergers and Acquisitions

Identiferoai:union.ndltd.org:CHENGCHI/G0098932038
Creators顧學仁
Publisher國立政治大學
Source SetsNational Chengchi University Libraries
Language中文
Detected LanguageEnglish
Typetext
RightsCopyright © nccu library on behalf of the copyright holders

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