發展一物件導向機能展開系統以建構元件式ERP系統

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研究生：	柯博棋 Po-Chi Ke
論文名稱：	發展一物件導向機能展開系統以建構元件式ERP系統 FDS_ERP: The Development of an Object-Oriented Function Deployment System for Configuring Component-Based ERP Systems
指導教授：	高信培 Hsin-Pei Kao
口試委員:
學位類別：	碩士 Master
系所名稱：	管理學院 - 工業管理研究所 Graduate Institute of Industrial Management
畢業學年度：	89
語文別：	中文
論文頁數：	98
中文關鍵詞：	物件導向、品質機能展開、企業資源規劃、IDEF3 、IDEF4
外文關鍵詞：	QFD, Enterprise Resource Planning (ERP), Object-Oriented Technology, IDEF3, IDEF4
相關次數：	點閱：9 下載：0
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According to the concept of QFD in concurrent engineering, we develop a methodology to let the implementation of ERP system more efficient and effective. In this research is to design the prototype of a Function Deployment System for configuring ERP systems (FDS_ERP) which can accelerate implementing ERP system. In brief, this framework is a hybrid QFD into which IDEF3 and IDEF4 are incorporated. And we use QFD to deploy the voice of the user and decomposed process/data flow and modules then describe their relationships. Using IDEF4 Object-Oriented Method to identify the object for the ERP and describes their relationships between objects. Using IDEF3 Process Description Capture capabilities for modeling, analyzing and through business processes, organizations, data and functions. Using configuration management methodology to control the implement of ERP project.
Based on our methodology can construct a template, which can (1) Reduce ERP project lifecycle from preparation to go live. (2) Improve communications among personnel involved in ERP project. (3) Improve the match of deployed and configured ERP system capability with stakeholders’ requirements.

Table of Contents
Abstract i
Acknowledgement ii
Table of Contents iii
List of Figures v
List of Tables viii
Chapter I Introduction
1.1 Background 1
1.2 Motivation 2
1.3 Research Objective3
1.4 Thesis Organization4
Chapter II Literature Review
2.1 Enterprise Resource Planning6
2.1.1 Introduction to ERP 6
2.1.2 Introduction to Component-Based ERP System 9
2.1.3 Issues of ERP Implementation 11
2.2 Concurrent Engineering 12
2.2.1 Contents of Concurrent Engineering12
2.2.2 Issues of Concurrent Engineering17
2.3 Process Model Representation and Existing Applications 17
2.3.1 The Work-flow Management System (WFMSs) 17
2.3.2 Process Model Representation Technologies19
2.4 Project Management 20
2.4.1 Project Integration Management 20
2.4.2 Project Scope Management 21
2.4.3 Project Quality Management 22
2.4.4 Project Risk Management 22
2.5 Configuration Management 23
2.5.1 Contents of Configuration Management 23
2.5.2 Importance of Configuration Management 24
2.5.3 Methods of Configuration Management 26
Chapter III Overview of FDS_ERP
3.1 Introduction to FDS_ERP 29
3.2 Framework of FDS_ERP 30
3.2.1 Framework of FDS_ERP 30
3.2.2 The Reasons for Adopting FDS_ERP33
3.3 Object Oriented System Analysis 34
3.3.1 Object Oriented Technology 34
3.3.2 System Analysis35
3.4 Introduction to Methods of FDS_ERP Applied36
3.4.1 Quality Function Deployment 36
3.4.2 IDEF3 Process Description Capture 38
3.4.3 IDEF4 Object Oriented Design Method 42
Chapter IV Design of FDS_ERP
4.1 ERP Project Scope and Requirements Analysis44
4.1.1 Preliminary Investigation 44
4.1.2 Requirements Analysis 47
4.2 Structured System Analysis 49
4.2.1 Global Business Model49
4.2.2 State Transition Schematic Model54
4.2.3 Detail Business Models55
4.2.4 Data Model 56
4.3 Construction of FDS_ERP 57
4.3.1 First Phase of FDS_ERP58
4.3.2 Second Phase of FDS_ERP62
4.3.3 Third Phase of FDS_ERP 65
4.3.4 Fourth Phase of FDS_ERP 68
Chapter V Implementation of FDS_ERP
5.1 Case Description73
5.2 Description of Applying FDS_ERP 73
Chapter VI Conclusion and Recommendations
6.1 Conclusions 90
6.2 Recommendations for Future Study 91
Reference 92
List of Figures
Figure 1-1 The Role of ERP System 1
Figure 1-2 Deployment Process of QFD 2
Figure 1-3 Thesis Organization 5
Figure 2-1 Historical Development of ERP 6
Figure 2-2 Framework of Balanced Scorecard Approach 9
Figure 2-3 Overview of IFS Application10
Figure 2-4 Integrated Product Development Process Model 13
Figure 2-5 The Two Dimensions of a Workflow Process
Specification 18
Figure 2-6 Configuration Management Roles in Project Management
and System Development25
Figure 3-1 The Implement Stage of an ERP Project 29
Figure 3-2 The Implement Stage of an ERP Project in the IDEF0
Syntax 30
Figure 3-3 Construction of FDS_ERP in IDEF0 Syntax 30
Figure 3-4 I/O Relationships of FDS_ERP31
Figure 3-5 SCM Methodologies -- Check in/Check out Model 32
Figure 3-6 Overview Sequence of FDS_ERP 33
Figure 3-7 Basic Structures of QFD 37
Figure 3-8 Cascade of QFD Chart 37
Figure 3-9 Revised QFD Frameworks Suitable for Software 38
Figure 3-10 Process Schematic Symbols 40
Figure 3-11 Example of IDEF3 Flow Diagrams 40
Figure 3-12 Example of Object Symbols, Junctions, Links 41
Figure 3-13 Example of Transition Schematic 41
Figure 4-1 Tasks of Preliminary Investigation 45
Figure 4-2 Objects of Project Team Members 45
Figure 4-3 Project Lifecycle 46
Figure 4-4 Tasks of Requirements Analysis 47
Figure 4-5 Structured System Analysis Process 48
Figure 4-6 Requirement Analysis Model 49
Figure 4-7 Structured System Analysis Representation of
IDEF 4 50
Figure 4-8 Objects Schema50
Figure 4-9 Object Representation of FDS_ERP in IDEF4
Scheme51
Figure 4-10 Global Business Model with IDEF4- Make
to Order Manufacturing 52
Figure 4-11 Global Business Model with IDEF3- Make to Order
Manufacturing53
Figure 4-12 Global Business Model with IDEF4- Make to Stock
Manufacturing 53
Figure 4-13 Global Business Model with IDEF3- Make to Stock
Manufacturing 54
Figure 4-14 State Transition Schematic Model with IDEF3- Make
to Order Manufacturing54
Figure 4-15 Detail Business Model with IDEF4-Make to Order
Manufacturing55
Figure 4-16 Detail Business Model with IDEF3-Make to Order
Manufacturing56
Figure 4-17 Data Model Objects 57
Figure 4-18 Basis of FDS_ERP 57
Figure 4-19 First Phase of FDS_ERP 58
Figure 4-20 Overview of ERP Components 59
Figure 4-21 Relationships between Stakeholders’ Requirements
and ERP Components61
Figure 4-22 Second Phase of FDS_ERP 63
Figure 4-23 Relationships between ERP components and
Sub-process in “Make to Order Manufacturing”
scenario 64
Figure 4-24 Third Phase of FDS_ERP 66
Figure 4-25 Relationships between Sub-process “Manufacturing”
and Activity decomposed from “Report Operations”
in “Make to Order Manufacturing” scenario 67
Figure 4-26 Fourth Phase of FDS_ERP 69
Figure 4-27 Relationships between Activity decomposed from
“Report Operations” and Table in “Make to Order
Manufacturing” scenario70
Figure 5-1 Components of IFS Application 74
Figure 5-2 Relationships between Stakeholders’ Requirements
and Components of IFS Application75
Figure 5-3 Global Business Model of Company B (a)78
Figure 5-4 Global Business Model of Company B (b)78
Figure 5-5 Global Business Model of Company B (c)78
Figure 5-6 Relationships between Components of IFS Application
and Sub-process 79
Figure 5-7 Detail Business Model of Enter Purchase Requisition 81
Figure 5-8 Detail Business Model of Handle Purchase Requisition 81
Figure 5-9 Detail Business Model of Handle Quotation 81
Figure 5-10 Detail Business Model of Enter Purchase Order 82
Figure 5-11 Detail Business Model of Handle Purchase Order 82
Figure 5-12 Detail Business Model of Handle Receipt 82
Figure 5-13 Detail Business Model of Enter and Post Supplier
Invoice 83
Figure 5-14 Detail Business Model of Authorize Payment Plan 83
Figure 5-15 Detail Business Model of Cancel Supplier Invoice 83
Figure 5-16 Relationships between Sub-process and Activity 84
Figure 5-17 Relationships between Activity and Table 87
List of Tables
Table 2-1 Comparisons between MRP, MRPII and ERP 8
Table 2-2 Reasons of ERP Implement Failure12
Table 2-3 Definitions of Concurrent Engineering 14
Table 2-4 Domains that IPPD Applied 15
Table 2-5 Issues of IPPD 16
Table 2-6 Four Major Process Modeling Representation
Perspectives19
Table 2-7 Four Major Process Modeling Representation
Perspectives vs. Applications 20
Table 2-8 Issues of Project Scope 21
Table 2-9 Overview of Configuration Management Methodology 27
Table 4-1 Definitions of Several Kinds of Scenarios 58
Table 4-2 Modules in Manufacturing of IFS Application 60
Table 4-3 Relationships between Stakeholders’ Requirements and
ERP Components in FDS_ERP62
Table 4-4 Relationships between ERP components and
Sub-process in FDS_ERP65
Table 4-5 Relationships between Sub-processes ”Manufacturing”
and Activity decomposed from “Report Operations” in
FDS_ERP in “Make to Order Manufacturing”Scenario 68
Table 4-6 Relationships between Activity decomposed from
“Report Operations”and Table in FDS_ERP in “Make to
Order Manufacturing" 71
Table 5-1 Description of Material in Company B 72
Table 5-2 The First Phase of FDS_ERP--Relationships between
Stakeholders’ Requirements and Components of IFS
Application (a)76
Table 5-3 The First Phase of FDS_ERP--Relationships between
Stakeholders’ Requirements and Components of IFS
Application (b)76
Table 5-4 The First Phase of FDS_ERP--Relationships between
Stakeholders’ Requirements and Components of IFS
Application (c)76
Table 5-5 The First Phase of FDS_ERP--Relationships between
Stakeholders’ Requirements and Components of IFS
Application (d)77
Table 5-6 The First Phase of FDS_ERP--Relationships between
Stakeholders’ Requirements and Components of IFS
Application (e)77
Table 5-7 The First Phase of FDS_ERP--Relationships between
Stakeholders’ Requirements and Components of IFS
Application (f)77
Table 5-8 The Second Phase of FDS_ERP--Relationships between
Components of IFS Application and Sub-process 80
Table 5-9 The Third Phase of FDS_ERP--Relationships between
Sub-process and Activity (a)85
Table 5-10 The Third Phase of FDS_ERP--Relationships between
Sub-process and Activity (b)85
Table 5-11 The Third Phase of FDS_ERP--Relationships between
Sub-process and Activity (c) 86
Table 5-12 The Fourth Phase of FDS_ERP-- Relationships between
Activity and Table (a) 88
Table 5-13 The Fourth Phase of FDS_ERP-- Relationships between
Activity and Table (b 89

                                

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