http://tdr.lib.ntu.edu.tw/jspui/handle/123456789/189 Sat, 04 Apr 2026 21:42:42 GMT 2026-04-04T21:42:42Z http://tdr.lib.ntu.edu.tw/jspui/handle/123456789/93763 標題: 高淨值客群服務轉型的策略地圖：以 C 銀行為例; Strategy Map for Service HNWI Clients: The Case of C bank 作者: 張詠翔; Yung-Hsiang Chang 摘要: 隨著新一代高淨值客戶群體的崛起，傳統的財富管理服務模式已難以滿足其多元化需求。本研究借鑒國際性金融機構C集團的實踐案例，旨在探討金融機構如何因應高淨值客群需求的變遷，制定高效的服務轉型戰略。 研究首先分析了推動服務轉型的三大驅動力：市場競爭加劇、技術創新發展以及客戶需求轉變。其中，新一代高淨值客群對ESG投資、數位化體驗和個性化服務的期望顯著提升，成為服務轉型的核心驅動力。 本研究以平衡計分卡理論為框架，建構了針對傳統及新生代高淨值客群的差異化策略路線圖及關鍵績效指標體系。在財務層面，重心由追求短期利潤最大化轉向資產管理規模的長期穩健增長；客戶層面注重卓越的服務體驗及口碑營銷能力；內部流程聚焦推進數字化轉型，提升敏捷交付能力；學習成長則側重培養複合型理財顧問團隊。 最終，研究闡明金融機構應秉持以客戶為中心的核心理念，從平衡計分卡四個構面全面深化高淨值業務轉型：創新收入模式與客戶價值捆綁；深化客戶洞察與服務體驗創新；數字賦能提升業務靈活性及定製化能力；加大投入培育專業化的理財團隊。 基於C集團在全球多個市場的成功實踐，本研究有助於金融業順應時代大潮，因應高淨值客群服務需求的變革趨勢，為其在日新月異的市場格局中開啟高質量發展之路。; The traditional wealth management service model is increasingly inadequate to meet the diversified needs of the emerging generation of high-net-worth (HNW) clients. This study examines the case of international financial institution Group C to explore how financial institutions can adapt their service transformation strategies to address the evolving demands of HNW clientele. The research first analyzes three key drivers of service transformation: intensifying market competition, technological innovation, and shifting client needs. Notably, the new generation of HNW clients shows significantly higher expectations for ESG investments, digital experiences, and personalized services, serving as the core impetus for service transformation. Utilizing the Balanced Scorecard framework, this study constructs differentiated strategy roadmaps and key performance indicator systems for both traditional and next-generation HNW client segments. In the financial perspective, the focus shifts from short-term profit maximization to long-term, stable growth in assets under management. The customer perspective emphasizes excellent service experiences and word-of-mouth marketing capabilities. Internal processes focus on advancing digital transformation and enhancing agile delivery capabilities. Learning and growth prioritizes cultivating multifaceted financial advisory teams. The study concludes that financial institutions should adhere to a client-centric core philosophy, comprehensively deepening HNW business transformation across the four perspectives of the Balanced Scorecard: innovating revenue models and client value bundling; deepening client insights and service experience innovation; leveraging digital enablement to enhance business flexibility and customization capabilities; and increasing investment in nurturing specialized wealth management teams. Based on Group C's successful practices across multiple global markets, this research aids the financial industry in adapting to contemporary trends, responding to the evolving service needs of HNW client groups, and paving the way for high-quality development in an ever-changing market landscape. Mon, 01 Jan 2024 00:00:00 GMT http://tdr.lib.ntu.edu.tw/jspui/handle/123456789/93763 2024-01-01T00:00:00Z http://tdr.lib.ntu.edu.tw/jspui/handle/123456789/59531 標題: 食品檢驗實驗室自動化策略之探討-以S公司為例; Analysis of Food Inspection & Testing Laboratories’ Automation Technologies: The Case of S-Company 作者: Fang-Cheng Chang; 張芳誠 摘要: 隨著國人對於食的安全意識提升，對於食品衛生的要求亦越趨重視。而政府在近年亦不斷強調食品安全政策，衛生福利部明令要求食品業者進行源頭管理及自主管理並於後市場進行抽樣檢驗。而業者於源頭管理及自主管理主要為委託第三方檢驗實驗室進行檢驗，另在後市場檢驗部分衛生福利部常以標案方式委由第三方代理實施的方式執行。由於檢驗數量龐大且品質要求較高，故各食品檢驗業者在檢驗能力、檢驗容量、檢驗速度及檢驗品質皆被嚴格要求。 在食品產業鏈中，因作業環境所造成微生物污染之問題屢見不鮮，故可預期微生物檢驗將為主要項目之一。食品微生物檢驗流程中，培養基配製所需時間及所耗人力佔整個測試中極重之比例。如何在維持檢驗品質的前提下，縮減人力、精簡檢驗流程將為未來食品檢驗業的新契機。 綜合本研究結果，可得以下結論: 1.政策面 配合政府食品安全政策，在堅守檢驗品質的原則下以自動化設備進行培養基配製。擴大檢驗容量及縮減檢驗時間，以因應未來政府單位可能委託檢驗之標案需求。 S集團為維持持續成長的推力，隨著國家推展工業4.0 (生產力 4.0 )的政策而制定TIC (Testing, Inspection, Certification) 4.0的願景與策略。強化競爭優勢及提供客戶更佳、更迅速的服務。培養基自動化配製即為其中重點項目之一，本研究顯示自動化方式應用於大食品服務中，將可提供解決檢驗瓶頸的有效方案，降低人力的損耗。 2.流程改善面 自動化配製培養基除將原實驗室例行的繁瑣工作交付由設備取代進行外，亦引入中央廚房的概念將各部門所需之培養基集中生產。利用規模經濟將製作成本降低，亦可降低供應商的議價能力。 3.經濟效益面 MPR設立後產生之效益為:增加微生物檢驗營收23.07 %，而對食品服務部總營收則增加 2.81 %。以自動化設備製備培養基來節省人力、降低製作成本、減低供應商議價能力等來增加營收，將可維持並增加S公司之競爭力。 單純提供客戶檢驗服務已無法滿足現今客戶的需求，如何提供客戶total solution已為檢驗業之趨勢。S公司為將自動化設備應用於食品檢驗工作，此經驗將可提供給其他業者參考。; As the people become more aware of the safety of the food they consume, a stronger emphasis has been placed on the requirements for food hygiene. Additionally, as the government has stressed food safety policies in recent years, the Ministry of Health and Welfare has required that the food manufacturing regulate the Source Management and Self-Management, and carry out post-market sampling inspections. The Source Management and Self-Management must commission inspections carried out by a third party laboratory, while post-market inspections will also be conducted by the Ministry of Health and Welfare through a third party agent. Due to the increase in inspection numbers and quality requirements, the same increase in speed, capacity, and quality from the inspection industry is strictly required. In the food industry, it is common for the environment to cause microbial contaminations. Thus, it can be expected that microbiological testing will be one of the major projects. Within the microbiological inspection process, the time required for the preparation of the culture medium along with the manpower requirement account for a large proportion. Streamlining a new inspection process, in which the quality of testing is maintained while manpower is reduced, will be a new opportunity for the future food industry to explore. Based on the results of this study, the following conclusions can be drawn: 1.Policies To cooperate with the government’s food safety policies, automatic preparation of the culture medium under the principle of high quality of inspection is necessary. Both increasing the capacity of inspection and reducing the inspection time are required in response to the large amount of food inspection from government. S Group has developed a vision and strategy for TIC (Testing, Inspection, Certification) 4.0 in order to sustain its continued growth as well as accomplish the national policy of promoting industry 4.0 (productivity 4.0). This will strengthen the competitive advantage and provide clients with better and faster services. The development of medium automation is one of the key projects. This study shows that the application of automation in large food services will provide an effective solution to the bottleneck of testing and reduce the loss of manpower. 2.Process Improvement In order to reach the goal of medium automation, the routine work of medium preparation can be replaced by machines and the manufacture is carried out by the central production center. Using economies of scale will reduce production costs while also reducing the bargaining power of suppliers. 3.Economic Benefits The establishment of MPR has reaped the following benefits: increased revenue in microbiological testing by 23.07% and a total increase in revenue of food services by 2.81%. Increasing the revenue by automating equipment to save manpower, reduce production costs, reduce supplier bargaining power, etc., will maintain and increase the competitiveness of S company Taiwan. Simply providing clients with inspection services has been unable to meet the needs of today's customers, and the ways to provide clients with a total solution has been the trend of inspection industries. S company Taiwan provides automatic equipment for the food inspection, and our experience can be reference for other industrial companies. Sun, 01 Jan 2017 00:00:00 GMT http://tdr.lib.ntu.edu.tw/jspui/handle/123456789/59531 2017-01-01T00:00:00Z http://tdr.lib.ntu.edu.tw/jspui/handle/123456789/93449 標題: 飛龍在天-台灣建材點焊鋼線廠商之經營發展策略分析:以大中鋼鐵為例; Operation and development strategy analysis of building material- welded wire reinforcement suppliers in Taiwan.-A Case study of Tah Chung Steel Corp. 作者: 余幸燕; Hsing-Yen Yu 摘要: 鋼鐵產業對於一國之經濟發展佔有重要的地位，除了在國防航空的應用外，其他各產業的應用也相當的多，鋼鐵業若從產業上、中、下游的關連性、生產要素投入，以及市場方面來作觀察，台灣傳統鋼鐵工業具有基礎工業、能源密集產業、內需型產業、高投資低報酬產業等特性。 個案公司在台灣已成立57年，主要以鋼鐵中、下游產品為主，線材、棒線五金線材與點焊鋼線建材為目前事業項目產品。本個案研究之核心產品為點焊鋼線建材，過程以訪談業界人員以及20年以上老員工為初級資料蒐集，產業報告與企業內部系統公開資料等次級資料來分析產業的總體環境與市場概況，同業競爭者、五力分析與產業關鍵因，盤點其核心競爭力與事業組合分析，進而歸納出個案公司未來的產業競爭策略。研究結果顯示，點焊鋼線建材產業未來市場需求量大，成長空間持續穩定成長。由於個案公司為中鋼登錄之中下游公司，在購料成本上優於其他同業，成本領導策略因應而成。傳統鋼筋建材為點焊鋼線建材最大競爭者，然而傳統鋼筋施作因綁紮不確實而造成鐵絲脫落，會導致鋼筋握裹力喪失，在灌漿過程中因施工踩踏而移位、鬆脫，保護層厚度無法精確控制，面對傳統鋼筋建材的競爭，點焊鋼線建材具有高焊接強度，耐震度高，可免去人工綁紮之工時，大幅縮短工時約50%。與傳統鋼筋比較更可提昇其施工品質。開拓推廣點焊鋼線建材在產業差異化市場的市占率，以獲得更高營業利潤。 本個案研究期望透過實證分析所得到的結論，協助經營管理者在領導公司面對產業環境的波動下，發展專注於成本領導與差異化競爭策略，進而在未來市場中站穩腳步，穩定發展。 關鍵字: 點焊鋼線建材、傳統鋼筋、五力分析、競爭策略; The steel industry plays a crucial role in the economic development of a nation, with applications in defense, aviation, and various other sectors. Given the steel industry’s involvement across upstream, midstream, and downstream sectors, along with its reliance on production inputs and market dynamics, Taiwan’s traditional steel industry is characterized as an essential and energy-intensive industry, primarily serving the domestic market. This study focuses on a specific case company, established in Taiwan for 57 years, which primarily deals in midstream and downstream steel products. Its current business items include wire rods, hardware wire, and welded wire reinforcement building materials, with welded wire reinforcement building materials being the core product examined. Data was collected through interviews with industry personnel and employees with over 20 years of experience. Additionally, data was sourced from industry reports and publicly available internal corporate systems to analyze the overall industry environment and market conditions. The analysis involved identifying and examining competitors, applying Porter’s Five Forces framework, and assessing key industry factors. The objective was to determine core competencies and conduct a business portfolio analysis, thereby improving the competitive strategy of the case company. The research results indicate significant growth potential for the demand of welded wire reinforcement building materials in the future market. Since the case company is a downstream entity registered under China Steel Corporation, it benefits from cost advantages relative to competitors, enabling a cost leadership strategy. Traditional rebar building materials are the primary competitors to welded wire reinforcement building materials. However, traditional rebar installation often experiences issues from iron wire detachment due to improper binding, leading to loss of gripping force, displacement, loosening during grouting, and imprecise control over protective layer thickness. In contrast, welded wire reinforcement building materials offer higher welding strength, better seismic resistance, and can reduce labor time by approximately 50% without the need for manual binding, thereby enhancing construction quality. Thus, the company should focus on expanding and promoting the market share of welded wire reinforcement building materials to achieve higher operating profits. This case study aims to assist management in navigating industry fluctuations by focusing on cost leadership and differentiation strategies, ensuring stable development in the market. Keywords: Welded wire reinforcement building materials, Traditional rebar building materials , five forces analysis, competitive strategy. Mon, 01 Jan 2024 00:00:00 GMT http://tdr.lib.ntu.edu.tw/jspui/handle/123456789/93449 2024-01-01T00:00:00Z http://tdr.lib.ntu.edu.tw/jspui/handle/123456789/98056 標題: 風車圖書原創角色FOOD超人行銷策略研究; A Study on the Marketing Strategy of Taiwan's Original Character: FOOD Man 作者: 許文勝; Wen-shen Hsu 摘要: 隨著全球兒童教育市場的快速發展，台灣的IP（知識產權）產業中，成功並具備穩定營收支撐的原創IP實屬罕見。在這一背景下，「FOOD超人」作為風車圖書打造的原創角色，從一個簡單的圖像角色逐步成長為知名IP，展現出其在市場中的獨特競爭力。本研究以「FOOD超人」為個案對象，旨在探討其如何透過不斷的轉型與創新，成功脫穎而出成為台灣原創IP的代表，並分析其行銷策略的關鍵驅動力。研究採用個案研究法，結合多種方法收集資料，包括商業模式畫布 (Business Model Canvas) 分析，透過半結構式訪談蒐集家長與教育者對童書選擇的深度洞察，並依據Alex Osterwalder在價值主張框架中提出的價值地圖與顧客描述進行適配分析，系統梳理「FOOD超人」的商業邏輯與價值傳遞機制。 研究發現，「FOOD超人」透過童書形式打造功能性教育商品（如注音、英文教學與兒歌內容），成功解決家長與兒童在0-6歲學習階段的實際問題，展現出其在地化策略的成效。學齡前教育市場中逐步展露頭角，特別是以實體商品為起點，進一步拓展至影視化轉型、授權活動與通路佈局。然而，儘管「FOOD超人」具備本土化優勢，其品牌黏著度與忠誠度相較國際品牌（如迪士尼或巧虎）仍顯不足，市場滲透率與國際化程度有待提升。在價值適配性分析中，家長端在教育實用性與親子互動方面獲得良好支持，但對產品多元性與數位體驗的期望仍有差距；教育機構則關注內容專業性與活動整合的進一步強化。 研究提出三項核心未來策略方向，以推動「FOOD超人」從台灣本地IP升級為全球幼教品牌。其一，「FOOD超人」結合商品功能性與強大通路佈局，讓角色無所不在。透過網路話題操作，如社群媒體挑戰或KOL合作，快速擴散品牌影響力，引發消費者主動關注與購買行為，從而實現市場滲透與銷售增長。其二，不靠動畫起家，「FOOD超人」反其道而行，先靠實體商品（如繪本、玩具、教具）創造角色認同，再反哺IP價值，是少數以「商品帶動IP」成功的案例。此策略展現了從產品出發逐步建構品牌故事的獨特路徑，未來可進一步優化商品設計與行銷，鞏固其市場獨特性。其三，「FOOD超人」透過商品、活動、授權、影視與通路的整合推進，形成一種可複製的「IP全生態營運鏈」。當角色走向海外，這五大板塊缺一不可，需同步發展動畫與影視內容、擴展國際通路，並深化商品在地化設計，以確保全球市場的競爭力與可持續性。透過上述策略的落實，「FOOD超人」將有機會從單一教育品牌轉型為國際化的幼教IP平台，成為資訊傳遞、學習體驗與商業價值的綜合中介，實現更廣泛且具擴展性的商業模式。; With the global rise of the children’s education market, successful original IPs with stable revenue are rare in Taiwan. "FOOD Man," created by Windmill Books, evolved from a graphic character into a recognized IP. This study explores its marketing strategies using a case study approach, integrating the Business Model Canvas (BMC) and semi-structured interviews with parents and educators, alongside Alex Osterwalder’s Value Proposition Canvas for alignment analysis. Findings show "FOOD Man" uses functional educational products (e.g., phonics, English, nursery rhymes) to meet 0-6-year-old learning needs, succeeding with a localized strategy. It gained traction in preschool education via physical products, expanding into film, licensing, and channels, yet lags in brand loyalty and international reach compared to brands like Disney. Parents value educational benefits but seek diversity; institutions want better content integration. Three strategies are proposed: (1) Combine functional products and robust channels, using online trends and KOLs to boost market penetration. (2) Build recognition via physical products (books, toys, aids) before enhancing IP value, a unique "product-driven IP" model to optimize further. (3) Integrate products, events, licensing, film, and channels into a scalable "IP ecosystem," expanding globally with localized designs. This could transform "FOOD Man" into an international preschool IP platform. Wed, 01 Jan 2025 00:00:00 GMT http://tdr.lib.ntu.edu.tw/jspui/handle/123456789/98056 2025-01-01T00:00:00Z