| 研究生: |
林志宏 Lin Chih Hung |
|---|---|
| 論文名稱: |
共同銷售情報系統的運用及其效益之研究-以日常消費品(Consumer Packaged Goods)產業為例 Implementation & Performance Evaluation on Common Sales Database Information System : A Study of Consumer Packaged Goods Industry |
| 指導教授: |
張愛華
Chang , Ai-Hwa 蔣明晃 Chiang , Ming-Huang |
| 學位類別: |
碩士
Master |
| 系所名稱: |
商學院 - 科技管理研究所 Graduate Institute of Technology and Innovation Management |
| 論文出版年: | 1999 |
| 畢業學年度: | 87 |
| 語文別: | 中文 |
| 論文頁數: | 163 |
| 中文關鍵詞: | 共同銷售情報系統 、日常消費品產業 、資料庫行銷 、商業快速回應 、均衡式評分表 、企業聯盟 、資料倉儲 、工研院電通所 |
| 外文關鍵詞: | common sales information system, consumer packaged goods industry, database marketing, QR/ECR, balanced scorecard, strategic alliance, data warehousing, Computer and Communication Research Laboratories (CCL) of ITRI |
| 相關次數: | 點閱:339 下載:37 |
| 分享至: |
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銷售情報一直是行銷研究的一個重心,透過銷售情報之收集,可以掌握與了解消費者對各種不同商品、價格、通路及促銷活動的反應,以協助製造商、批發商及零售商擬定出有效的生產、配銷、商品選擇及販賣等重要決策。而日常消費品產業基本上是以產品的銷售為核心的相關產業之集合體,因此經由多個不同通路上銷售情報之收集與分析,便可使產業中的各廠商掌握更精準可靠的情報,進而使各廠商在經營上同沾其利。由於國內的日常消費品產業仍以中小企業居多,以其有限的資金與人才,往往無法積極掌握商品銷售情報,進行管理資訊系統之維護與更新,也無法即時採用資訊與通訊之新科技,使得其經營效率偏低,並逐漸喪失其競爭力。因此,在不危及業者競爭核心的前提下,如能集合多數業者共享資訊,參考日本流通資訊服務中心(RDS)的作法,推廣情報共享觀念與共存共榮的經營理念,來建立共同銷售情報系統,並以此系統產生一些有用的整體性市場資訊的報告,提供給參與的業者做為其經營管理之參考,勢必對國內日常消費品產業的整體競爭力及經營效率的提昇,有極大的助益。有鑑於此,本研究以了解影響加入共同銷售情報系統的因素為探討的重心,並對共同銷售情報系統的運用情形及運用的成效進行探討與分析,希望藉由此研究,能夠找出加入共同銷售情報系統的誘因與其運作的可能機制,及對其成效進行評估,以做為工研院電通所在推廣共同銷售情報系統時的參考,並提高業者加入共同銷售情報系統的誘因,期能推廣情報共享及促進良性競爭的商業環境。
針對超市、超商及量販店業者進行問卷調查統計資料分析的結果,可歸納出影響業者加入共同銷售情報系統之意願具顯著正相關的因素包括:對同業合作的需求程度、和同業合作共享銷售資訊的意願、即時取得正確交易資訊、業者支持與提供正確資料、提供重要的報表種類數量、多數同業的加入以及相關成本的節省;而影響業者加入共同銷售情報系統之意願具顯著負相關的因素為可投入資訊系統的資金。而由訪談業者之意見可歸納出業者對於共同銷售情報系統的運用及其所重視的效益如下:1、對於共同合作機制之建立的看法方面,受訪業者普遍認為,共同銷售情報系統應由公法人來主導或推動較佳。2、對於策略性資訊系統的建構方面,受訪者普遍已建構類似的系統,主要是以公司內部資料的分析為主,不過可利用共同銷售情報系統產生的整體性資料來做標竿的比較。3、由於上、下游廠商間的互信基礎仍嫌不足,因此快速反應這樣的作法仍有待推廣,以提高供應鏈上多層次的附加價值。4、對於資訊科技的運用方面,受訪業者普遍有利用電子郵件、傳真及銷售時點情報系統來收集或傳遞資訊,同時也建構行銷資料庫來做商品的分析。而由於電子資料交換系統的建置成本太高,且政府有關單位的推廣不足,因此導致業者較少採用此一系統。由於受訪業者目前與共同銷售情報系統正式連接的時間還不夠長,且加入系統的業者也不夠多,因此,對於共同銷售情報系統所產生的效益仍不易用具體的數字來評估,是以本論文的效益評估以受訪業者分別對於財務面、行銷與顧客服務面、企業內部流程面及員工成長面所較重視的項目來衡量的。在財務面:受訪業者普遍較重視流通成本的削減、銷售量的增加、存貨的減少、存貨周轉率的提昇、獲利率的提升及產品市場佔有率的提升等方面;在行銷與顧客服務面:受訪業者普遍較重視服務水準及品質的提昇、缺貨率的下降、保有原有的顧客及提供合理化的價格;在企業內部流程面:受訪業者普遍較重視訂購循環的縮短、引入新的商品、開發出自有商品、能分析消費者的使用型態、能提供最佳產品組合、銷售商情的掌握與運用、能提昇銷售預測精確度、對上游廠商談判力的提昇及同業間合作或競爭關係的改變;在員工成長面:受訪業者普遍較重視員工能學習到最新的電腦作業系統以及分析資料的能力。
第一章 緒論…………………………………………………………..1
第一節 研究背景……………………………………………………………………1
第二節 研究動機……………………………………………………………………2
第三節 研究目的……………………………………………………………………4
第四節 研究範圍……………………………………………………………………4
第五節 研究流程……………………………………………………………………5
第六節 章節架構……………………………………………………………………6
第二章 文獻探討……………………………………………………..7
第一節 共同銷售情報系統…………………………………………………………7
第二節 資訊科技的運用………………………………………………………….32
第三章 研究方法…………………………………………………….61
第一節 研究架構………………………………………………………………..61
第二節 研究假設………………………………………………………………..64
第三節 研究變數操作性定義與衡量…………………………………………..69
第四節 問卷發展………………………………………………………………..77
第四章 資料分析…………………………………………………….80
第一節 回收樣本之基本資料分析……………………………………………….80
第二節 產業特性對加入共同銷售情報系統的意願之相關性分析…………….88
第三節 公司特性對加入共同銷售情報系統的意願之相關性分析…………….89
第四節 管理者特質對加入共同銷售情報系統的意願之相關性分析………….90
第五節 業者對於系統的認知程度對加入系統的意願之相關性分析………….91
第六節 本章總結………………………………………………………………….92
第五章 個案描述與分析…………………………………………….95
第一節 受訪業者基本資料分析…………………………………………………95
第二節 甲超商…………………………………………………………………..97
第三節 乙超市…………………………………………………………………..103
第四節 丙超市…………………………………………………………………..108
第五節 丁物流行銷公司………………………………………………………..113
第六節 工研院電通所…………………………………………………………..120
第七節 本章總結………………………………………………………………..128
第六章 結論與建議…………………………………………………135
第一節 研究結論………………………………………………………………..135
第二節 研究限制………………………………………………………………..139
第三節 後續研究建議…………………………………………………………..140
參考文獻…………………………………………………………….141
附錄一……………………………………………………………….150
附錄二……………………………………………………………….155
附錄三……………………………………………………………….159
The scope of retailing industry covers foods , clothes , housing , transportation , education , and entertainment , etc.. Since it is closely related to our daily life , the demand of retailing industry will by no means grow when the income of people increases , the life style changes and the standard of living rises.
In order to enhance the response to market , the retailers have to take some actions . Internally , evaluation system needs to be established based on observed data , and the operating process has to be standardized and formalized to ensure the service quality. In the marketing segment , retailers should consider both software and hardware to establish the image of the company and reinforce the competency of the company in order to gain more market share in the violent and complicated retailing market. And the most important of all is to monitor the information of sales. Once the information of the sales is monitored , managers can effectively control the levels of inventory , place order in more economic scale and meet the variety of demand. Therefore , it is indispensable to manage the company with computerized process and utilize the sales information system.
Since the sales information is one of the focus of the marketing research , managers can fully understand and learn the reaction from consumers in the different products , prices , places and promotions strategies through the collection of sales information. And based on the sales information , producers , wholesalers and retailers can effectively make decisions about production , distribution , merchandise selection and selling. Since there are more and more chain stores of supermarkets , hypermarkets , and convenience stores arised , these modern retailing mode becomes the mainstream in the retailing market. It changes not only the purchasing behavior of the consumers , but also the business strategies and operation models of the producers in the supply chain.
The consumer packaged goods industry is basically the conglomerate of the related industries which focus on selling of products. Thus , collecting the sales information through different channels , the firms in consumer packaged goods industry can actually help other firms in their supply chain to get more exact and reliable information , and also improve performance in both. In Taiwan , the domestic consumer packaged goods industry is composed mostly of small and median enterprises (SMEs). Due to limited money and manpower of SMEs , they are limited from aggressively accessing the sales information and maintaining and upgrading of the MIS. They are also incapable of catching the trend of the information technology and communication. And this will make the firms lose their competency . Therefore , if most of the firms of the consumer packaged goods industry would share the sales information without weakening their core competence , the Japanese Retailer Data Service (RDS) could be adapted as a good reference to promote the idea of sharing sales information and establish the common sales information system. The common sales information system will provide useful reports of the overall market information , and to the firms who join in this system as reference points for running their business. This system will also improve the competency and operation efficiency of the whole consumer packaged goods industry. According to the passage thereinbefore , this research tries to find the factors which will affect the firms to join in or not the common sales information system , and further explore and analyze the implementation situation and performance of the common sales information system. Hopefully , this research will be able to find the attractive factors for the firms to join the common sales information system , possible operating mechanism to run the system , and evaluation criteria . The results could also be referenced for the Computer and Communication Research Laboratories (CCL) of ITRI when they promote the common sales information system to attract more firms to join the system in order to promote the idea of sales information sharing and a good business environment for competition.
Based on the outcome of the statistical analysis, some factors are strongly related to the willingness of retailers to join the common sales information system. These factors are as follows : the degree of needs to cooperate with counterparts, the will of sharing the sales information with counterparts , real time information acquiring, the firms' supporting and the collected data providing , the important report providing , most counterparts' participating , saving on the related costs. All of the above factors are positively related to the willingness of the firms to join the common sales information system ; But , the budget on investing the information system is negatively related to the willingness of the firms to join the common sales information system.
Based on the interviews with the participating firms , the applications and the possible benefits coming from the common sales information system can be summarized as follows : 1. On the viewpoint of establishing the cooperative mechanism , most of the respondents think that the common sales information system should be directed or promoted by the public legal sectors. 2. On the viewpoint of establishing the strategic information system , most of the respondents have built up this system but now mainly use it to analyze the internally produced data which they believed can be compared with the overall market information produced by the common sales information system. 3. Due to lack of mutual trust among the different tiers of supply chain , the concepts and applications of QR/ECR should be continually promoted to provide more added values for the supply chain. 4. From the applications of information technology , most of the respondents gather or transfer information by using e-mail , fax and point of sale(POS)system . They also develop marketing database to analyze the sales.
Since the time that the firms joined the common sales information system is not long enough and there are only limited firms joined this system , performance produced by the common sales information system are difficult to be evaluated concretely. So the performance of the system at this stage is only based on the importance perceived by the respondents on the dimensions such as financial performance , marketing and customer service , business internal process , and the growth of staff. On the dimension of financial performance , most of the respondents emphasize more on the reduction of the logistics cost , the increase of the sales , the reduction in the inventory , the increase of the turnover rate , the increase of the profitability and the increase of the market share;on the dimension of marketing and customer service , most of the respondents emphasize more on the improvement of the level of service and quality , the reduction of the shortage rate , keeping the original customers and providing the reasonable price;on the dimension of business internal process , most of the respondents emphasize more on the reduction of the order cycle , introduction of the new products , development of the products with its own brand , the ability to analyze customers' patterns, providing the best mix of the products , monitoring and utilizing the sales information , improving the accuracy of sales forecast , increasing the bargaining power to the suppliers , and the change on the cooperation or competition relationship among the counterparts;on the dimension of staff's growth , most of the respondents emphasize more on that the staff can learn more the latest computer related operation and the ability to analyze the information.
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44、葛維鈞,「台灣流通業六大趨勢預測」,戰略生產力雜誌,第451期,民國八十二年九月,頁49。
45、曾泓瑜,資料庫導向之航空業行銷策略,國立交通大學資訊管理研究所碩士論文,民國八十四年六月。
46、楊舜仁,「Internet的第三波Extranet」,網路資訊,民國八十六年四月,頁154-157。
47、劉坤堂,台灣商業快速回應(QR/ECR)推動藍圖,經濟部商業司,民國八十七年六月三十日。
48、劉致中,「運用Extranet建構電子業核心競爭力-以3C通路物流為例」,Internet商業應用研討會-電子業篇資料,民國八十七年五月二十二日。
49、劉韋松,「我國網路服務市場穩定成長 ISP卻競爭激烈憂喜參半」, http://www.find.org.tw/observation/how_many/tw/19990329/19990329_01.html,民國八十八年三月二十九日。
50、劉穎壽,資料庫行銷-顧客資料庫的建立及其應用之研究,國立政治大學企業管理系碩士班碩士論文,民國 八十三年七月。
51、蔣明晃,流通業共同銷售情報應用研究-期末報告,工研院電通所,民國八十七年六月九日。
52、蔡正揚、許正郎,「企業策略聯盟探討-照明設備業個案研究」,科技管理研討會論文集,民國八十一年。
53、鍾寬仁,「電子文件交換發展現況與趨勢-兼論我國EDI未來發展方向」,資訊與電腦,民國七十九年四月 。
54、蘇芳霈,策略性資訊系統文獻研究,中山大學資訊管理研究所碩士論文,民國八十二年。
55、中華民國商品條碼策進會,商品條碼應用手冊,經濟部商業司,民國八十二年三月。
56、凱信公司編輯部,財務管理大百科,凱信出版社,民國八十七年,頁244。
57、通關小組,UN/EDIFACT簡介,財政部貨物通關自動化規畫推行小組,民國八十一年十一月。
58、資策會系統工程處執行編輯,商業快速回應(QR/ECR)技術手冊,經濟部商業司,民國八十七年。
59、經濟部商業司,QR/ECR應用研討會資料,民國八十六年五月二十日。
二、 英文部份
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9、 David , J. Curry , The New Marketing Research Systems-How to Use Strategic Database Information for Better Marketing Decisions , New York : John Wiley & Sons Inc., 1992.
10、David , Jevans , " Extranet Management , Secruity and Performance" , Differential Inc., 1997. Http://www.differential.com/PaperInfosec.html
11、Dwyer , F. Robert & M. Ann Welsh , " Environment Relationships of the Internal Political Economy of Marketing Channels ", Journal of Marketing Research , Vol.22, Nov. 1985 , p.397-414.
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14、 Fanny , "Efficient Customer Response and Category Management" , 飛躍2000 Internet商業應用研討會暨展覽-QR/ECR專 題研討會資料,民國八十七年二月十一日。
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19、 Holtz , Herman , Databased Marketing ,Wiley & Sins , 1992.
20、 Ing , D. & Mitchell A. A., "Point of Sale Data in Consumer Goods Marketing : Transforming the Art ofmarketing into the Science of Marketing", The Marketing Information Revolution , Harvard Business School Press , 1994 , p.30-57.
21、 James , N. Lazos , " Unleashing the Power of Your Marketing Database ", The Bankers Magazine , March-April 1991 , p.21-28.
22、 Jim , Barksdale , "The Next Step : Extranet , Netscape Communication Corporation" , Dec.3 , 1996. Http://home.netscape.com/comprod/columns /mainthing/extranets/html
23、 John , J. Coyle , Edward J. Bardi ,C.John Langlet Jr., The Management of Business Logistics , 1996 , p.407、420、423.
24、 Konsynski , B. & McFarlan F., "Information Partnerships - Shared Data , Shared Scale " , Harvard Business Review , Sep-Oct.1990 , p.114-120.
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31、 Nahum , Goldmann , "Extranet : The Third Wave in the Internet Electronic commerce" , Array Development , 1997. Http://www.array.com/commerce /delobadmin/extranet.htm
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33、 Ohame , K. "The Global Logic of Strategic Alliance" , Harvard Business Review , Mar/Apr , 1989 , p.143-154.
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36、 Powell , W. W., " Hybrid Organization Arrangement", California Management Review , Vol.30 ,1988 , p.67-87.
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38、 Richman , Barry M.& Farmer , Richard , N., Management and Organizations , N. Y. Random House , 1975 , p.235-237.
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41、 Sam , Anthony & Dennis , Murray , Data Warehousing in the Real World -A Practical Guide for Building Decision Support Systems , 1997 , p.5.
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43、 Shaw , R. & Stone M., Database Marketing , Gower Publishing Company Limited ,1988.
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47、 Swatman , P.M.C. & Swatman , P.A., " EDI System Integration : A Definition and Literature Survey " , Journal of Information Society , Summer 1992.
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三、 網站部份
1、 工研院網站,http://www.itri.org.tw
2、 工研院電通所資訊系統部流通資訊服務中心網站,民國八十八年四月,http://www. disc.com.tw
3、 流通資訊服務中心網站,http://www.disc.com.tw
4、 資策會推廣服務處網站,民國八十七年十二月,http://www.find.org.tw /observation /ISP_ hiway/ispmap.gif。
5、 資策會推廣服務處網站,民國八十八年一月,http://www.find.org.tw/observation/ how_many /global/user/199901/globaluser.html。
6、 GTE Internetworking , "Business Web Applications : Extranet FAQ" , Nov. , 1997. Http://www.bbn.com/products/networksolutions/ddfag.htm
7、 Netscape Corporation , "Netscape Internet commerce White Paper" , Netscape Communications Corporation , 1997. Http://home.netscape.com/ comprod/bcommerce/overview/white_paper.html
8、 OneSoft Corporation , "The Extranet Solution" , Nov., 1998. Http://www.gxinet.com/scripts
9、 P&L Communication , "What is Extranet" , Dec. , 1997. http://www.plzom.on.ca /extranet/what.html