研究生: |
鄭功蔚 Cheng, Kung-Wei |
---|---|
論文名稱: |
企業數位化對於家族企業傳承的影響 The Influence of Digitalization on Succession in Family Business |
指導教授: |
吳彥濬
Wu, Yen-Chun |
口試委員: |
吳彥濬
Wu, Yen-Chun 謝焸君 Hsieh, Ying-Jiun 蔡坤穆 Tsai, Kune-Muh |
口試日期: | 2024/05/24 |
學位類別: |
碩士 Master |
系所名稱: |
高階經理人企業管理碩士在職專班(EMBA) Executive Master of Business Administration |
論文出版年: | 2024 |
畢業學年度: | 112 |
語文別: | 中文 |
論文頁數: | 37 |
中文關鍵詞: | 家族企業 、數位化 、傳承 |
英文關鍵詞: | family business, digitalization, succession planning |
研究方法: | 半結構式訪談法 |
DOI URL: | http://doi.org/10.6345/NTNU202400548 |
論文種類: | 學術論文 |
相關次數: | 點閱:112 下載:4 |
分享至: |
查詢本校圖書館目錄 查詢臺灣博碩士論文知識加值系統 勘誤回報 |
臺灣一直是以中小企業佔企業的大多數,而在眾多企業當中,結至2022年家族企業又占了約54%,約莫占了將近一半的數量。在這些家族企業中,隨著時間的流逝,或多或少都面臨著企業第一代要傳承給企業第二代的狀況,然而許多的企業第一代在商場上可說是叱吒風雲的一方,但提到要進行傳承卻不知該如何進行,混亂的狀況常常導致企業二代對於企業的傳承沒有興趣與動力。
在另一面向,企業數位化一直是政府致力於推廣的項目之一,然而在2019年全球爆發了COVID-19疫情,因為這疫情才讓許多企業開始正視所謂的企業數位化並且開始著手於企業數位化的推動,但由於各企業開始時間不同,每間企業的數位化程度也是有所不同。
綜合以上兩點,本研究設計了一套訪談內容,此訪談主要對象為家族企業第二代,討論這些家族企業在不同數位化程度上對於傳承會有甚麼樣的影響,最後將這些訪談內容資料進行整理並依照數位化程度進行分組,討論不同數位化程度的家族企業在傳承上會有甚麼樣的表現。在經過實際訪談並將資料整理互相比對後,本研究發現高度數位化的家族企業,由於有著數位化的輔助,在傳承過程中家族企業第二代可以更容易的上手與熟悉企業的狀態,同樣的,由於資料都已經數位化,企業二代在尋求協助時也都更為便利資料也都很齊全,而中度數位化的家族企業中由於該家族企業尚未完全將數位化導入,家族企業第二代實際參與數位化的程度較高,在傳承過程中需包含著數位系統建置,也可謂為是一種傳承,然而在數位化程度較低的家族企業中,其家族企業第二代就較為辛苦,由於沒有數位的協助,許多事情時常事倍功半,整個傳承過程可以說是非常艱難。
經由這些實際訪談企業二代的資料,本研究整理出了企業數位化程度高、企業數位化程度中以及企業數位化程度低的家族企業在本研究所設計的訪談類別中所符合的項目,最終整理出企業數位化對於傳承可能造成的影響,研究結果可供家族企業的第一代與第二代做為參考資料,可以避免企業在不同數位化程度上期傳承所造成的影響。
Taiwan has long been characterized by a predominance of small and medium-sized enterprises (SMEs), with family businesses accounting for approximately 54% of these enterprises as of 2022, representing nearly half of the total. Within these family enterprises, the transition from the first to the second generation is a common occurrence over time. However, many first-generation entrepreneurs, despite their prominence in the business arena, often struggle with succession planning, leading to a lack of interest and motivation among second-generation members to continue the family legacy.
On another front, enterprise digitalization has been a key initiative promoted by the government. However, the global outbreak of the COVID-19 pandemic in 2019 forced many enterprises to reevaluate the importance of digitalization and embark on digital transformation initiatives. Nonetheless, due to variations in the timing of adoption, the degree of digitalization varies across enterprises.
Combining these factors, this study designs a series of interviews targeting second-generation members of family businesses to explore the impact of digitalization on succession across different levels of digital maturity. The data collected from these interviews will be organized and grouped according to the level of digitalization to examine the performance of family enterprises in succession planning under varying degrees of digitalization.
Through practical interviews and data analysis, this study finds that highly digitized family enterprises benefit from easier succession transitions with digital assistance, leading to stronger identification with the business among second-generation members. Additionally, the availability of digitalized data facilitates easier access to information and support. In moderately digitized family enterprises, second-generation members are more involved in the digitalization process, making the implementation of digital systems a part of the succession process. However, in family enterprises with lower levels of digitalization, second-generation members face significant challenges, as the lack of digital support often results in inefficient and difficult succession processes.
Based on the data gathered from these interviews, this study identifies categories aligning with high, moderate, and low levels of enterprise digitalization, ultimately outlining the potential impact of digitalization on succession. These research findings serve as valuable reference material for both first and second-generation members of family enterprises, helping them navigate the effects of succession planning across different levels of digitalization.
李志華 (2013)。 接班人:臺灣中小企業存亡關鍵。 臺北市:大塊文化。
李佳寧 (2018)。 家族企業非計畫性接班之探討。 國立政治大學企業管理學系(MBA學位學程)碩士學位論文。
林志翔 (2022)。 邁向永續經營–家族治理對家族企業傳承之影響。安永聯合會計師事務所。
林金定,嚴嘉楓,陳美花 (2005)。 質性研究方法:訪談模式與實施步驟分析。身心障礙研究季刊,3(2),122-136。
郭宗銘,洪連盛 (2017)。 家族企業接班傳承與對話。 會計研究月刊(382),88-93。
經濟部中小企業處(2023)。2023中小企業白皮書。 經濟部中小企業處。
資誠聯合會計師事務所 (2022)。 2022台灣種小企業轉型現況及需求調查。https://www.pwc.tw/zh/publications/topic-report/sme-digitalisation-survey.html。
資誠聯合會計師事務所 (2023)。 2023全球暨台灣家族企業調查報告。 https://www.pwc.tw/zh/publications/topic-report/family-business-survey-2023.html。
鄭伯壎 (1995)。 差序格局與華人組織行為。 本土心理學研究(3), 142-219。
Ayman, El-Garem, Riham Adel. (2022). Applying Systematic Literature Review and Delphi Methods to Explore Digital Transformation Key Success Factors. International
Scholarly and Scientific Research & Innovation, 16(7), 383–389.
Basly, S., & Hammouda, A. (2020). Family Businesses and Digital Entrepreneurship Adoption: A Conceptual Model. The Journal of Entrepreneurship, 29(2), 326-364.
Dunn, B. (1999). The Family Factor: The Impact of Family Relationship Dynamics on Business-Owning Families during Transitions. Family Business Review, 12(1), 41-57.
Gartner. (2020). The IT Roadmap for Digital Business Transformation. https://www.gartner.com/en/publications/gb-the-it-roadmap-for-digital-business-transformation.
Gersick, K. E., Lansberg, I., Desjardins, M., Dunn, B. (1999). Stages and Transitions: Managing Change in the Family Business. Family Business Review, 12(4), 287-297.
Gharbi, I., Daoud, Y., Kammoun, A. (2022). The Digitalization in the COVID-19 Era: A Review, Synthesis, and Challenges–Mitigating the Impact of COVID-19 via Digitalization. Handbook of Research on Interdisciplinary Perspectives on the Threats and Impacts of Pandemics, 284-304.
Handler, W. C. (1989). Managing the Family Firm Succession Process: The Next-generation Family Member's Experience. Unpublished doctoral dissertation. Boston University Graduate School of Management, Boston.
Longenecker, J. G., & Schoen, J. E. (1978). Management Successtion in the Family Business. Journal of Small Business Management, 16(3), 1-6.
Matt, C., Hess, T., & Benlian, A. (2015). Digital Transformation Strategies. Business & Information Systems Engineering, 57(5), 339-343.
Matthews, C. H., Moore, T. W., & Fialko, A. S. (1999). Succession in the Family Firm: A Cognitive Categorization Perspective. Family Business Review, 12(2), 159-169.
Verhoef, P. C., Broekhuizen, T., Bart, Y., Bhattacharya, A., Qi Dong, J., Fabian, N., & Haenlein, M. (2021). Digital Transformation: A Multidisciplinary Reflection and Research Agenda. Journal of Business Research, 122(2021), 889-901.