The Networked Economy: Information Management, Strategy, and Innovation 网络经济:信息管理,战略,和创新 (6) Enterprise Software: Cost and Productivity 企业软件: 成本和生产率 © people & data | www.weigend.com Andreas S. Weigend, Ph.D. 韦思岸教授 © people & data | www.weigend.com | +1 650 906-5906 | +49 174 906-5906 | +86 138 1818 3800 IT Productivity Paradox IT生产率悖论 1987: “You can see the computer age everywhere but in the productivity statistics.” “你可以看到除了生产率统计,计算机时代随处可见。” • Bob Solow, MIT, 1987 2003: “The IT productivity paradox is history” “IT生产率悖论已成为历史” • Eric Brynjolfsson, MIT, 2003 • 6 | +1 650 906-5906 | +49 174 906-5906 | +86 138 1818 3800 © people & data | www.weigend.com Data used to measure IT Productivity 度量IT生产率的数据 Early studies used high-level aggregated data 早期的研究使用高水平的整合数据 E.g., whole industries or economies (e.g. OECD data) 比如整个行业或者经济(例如OECD数据) Late in the 1990s more fine-grained data became available 20世纪90年代后期,细密数据触手可得 E.g., different characterizations of IT (mainframes, PCs, staff) 比如IT的不同方面(大型机,个人机,信息系统员工) Subsets of the economies (manufacturing vs. services) 和经济的不同子类(制造业对比服务业) • Brynjolfsson (http://ebusiness.mit.edu/erik/) 7 Productivity (relative to industry average) 生产率(相对于行业平均水平) | +1 650 906-5906 | +49 174 906-5906 | +86 138 1818 3800 © people & data | www.weigend.com Productivity is correlated with IT investment 生产率与IT投资密切相关 Source: Brynjolfsson Total investment into IT (relative to industry average) IT 总投资(相对于行业平均水平) 8 | +1 650 906-5906 | +49 174 906-5906 | +86 138 1818 3800 © people & data | www.weigend.com Strategic reasons for adopting ERP 采用ERP的根本原因 Optimize internal business processes 优化内部业务流程 Integration of systems 系统整合 Increase IT efficiency 提高IT效率 Increase functionality for user 提高用户功能性 Reduce IT costs (HW - SW Maintenance) 降低IT成本(硬件-软件-维护) Improve internal reporting 改善内部报告质量 Increase customer satisfaction 提高顾客满意度 Reduce personnel 削减员工人数 9 | +1 650 906-5906 | +49 174 906-5906 | +86 138 1818 3800 © people & data | www.weigend.com Costs 成本 Direct Costs 直接成本 • Indirect Costs 间接成本 • Hardware (including upgrades) 硬件(包括升级) User support 使用者支持 Software (including upgrades) 软件(包括升级) Self-help within working groups 工作组内部的自助 Cost of operation (technical and personnel costs, shares of costs, Risks, e.g., Downtime operation of IT (rooms, 风险,例如出现故障 maintenance), network, interior Decrease in company‘s productivity equipment) 公司生产率的降低 运营成本(技术和员工成本,管理费 用,IT的实施(场所,维护),网络, 内部设备) • Depreciation and interest 折旧和利息 10 | +1 650 906-5906 | +49 174 906-5906 | +86 138 1818 3800 © people & data | www.weigend.com Costs 成本 Direct costs are easy to measure 直接成本可以量化 Hardware, Software, Services 硬件,软件,和服务 Maintenance, Support 维护和支持 Indirect costs are difficult to measure 间接成本很难测量, Often larger than the direct costs 通常比直接成本要大 Upgrades (Hardware, Software, Services) 升级(硬件,软件和服务) Problem: Direct costs often used as main measure 问题: 直接成本经常成为ERP项目的主要 衡量因素。 Rule of thumb: For USD 1 spent in ERP, USD 3-4 are spent on consultants who implement, train employees and redesign business processes! 凭经验说:每在ERP上花费一元(美元), 就又有3-4元(美元)花费到了实施、 员工培训和业务流程重新设计上! 11 | +1 650 906-5906 | +49 174 906-5906 | +86 138 1818 3800 © people & data | www.weigend.com Cost-Benefit Analysis of ERP ERP的成本-收益分析 TCO (Total Cost of Ownership) TCO(系统总成本) Purchase, Implementation, Operation, Support, Maintenance and Upgrade of an (IT) system over a specific period of time (typically 3-6 years/asset lifecycle) 一个(IT)系统在一定时期内(通常3-6年/资产生命周期)的购买、实施、运营、 支持、维护和升级 However: Benefits often difficult to measure 然而:收益很难度量 13 | +1 650 906-5906 | +49 174 906-5906 | +86 138 1818 3800 © people & data | www.weigend.com Benefits 收益 Quantitative 定量的收益 Qualitative 定性的收益 Reduce order throughput times 减少订单周期 Transparency 透明性 Decrease inventory (less capital binding costs) 降低库存(更低的资金占用成本) Up-to-date information 实时更新的信息 Improve capacity utilization 提高产能利用率 Improvement of business processes 业务流程的改进 Better communication 更好的沟通 Less error rates 更低的错误率 14 | +1 650 906-5906 | +49 174 906-5906 | +86 138 1818 3800 © people & data | www.weigend.com Challenges for Cost-Benefit Analysis 收益分析的挑战 IT projects often misunderstood as mere cost center IT项目经常被误认为仅仅是成本中心 ERP purchase is strategic decision reflecting company goals ERP系统的购买是反映公司目标的战略决策 Clarify how ERP system contributes towards company‘s quantitative and qualitative goals (short- and long-term) 明确ERP系统要有助于实现公司的(短期的和长期的)定量的和定性的目标 Pay-off (ROI) may pay later than expected (IT maturity) IT的收益(投资回报率)的显露可能比预计的要晚(IT成熟) 15 | +1 650 906-5906 | +49 174 906-5906 | +86 138 1818 3800 © people & data | www.weigend.com Measuring IT benefits 度量IT收益的方法 Measures of IT benefits 收益的测量标准 Productivity: Input/Output 生产率:投入/产出 ROI = (Quantifiable Benefits - Costs) / Investment *100 (typically annualized) 投资回报率=(可量化的收益-各项成本)/投资*100 (通常以年为单位) Do not confuse with 不要与下列度量指标相混淆 Net Present Value (NPV): Present value of a project‘s cash inflows minus the present value of the project’s cash outflows (in €): 净现值(NPV):项目现金流入的现值减去项目现金流出的现值(欧元) Payback: the point of time where an investment equals its net sales (in months); Break-Even: 回收期:投资额等于净收入的时间点(以月为单位);得失相当: Payback period = Investments / (Quantifiable Benefits - Costs) 回收期=投资额/(可量化的收益-各项成本) 16 | +1 650 906-5906 | +49 174 906-5906 | +86 138 1818 3800 © people & data | www.weigend.com Sources of software: Buy vs Build? 软件的来源:购买还是开发 BUILD 开发 • In-house development 内部开发 Outsourced 外包 BUY 购买 • Packaged software producers 预组装的软件生产商 Commercial off the shelf (COTS) 不需定制的现成产品 Enterprise solution software 企业解决方案软件 E.g. ERP modules 比如,ERP模块 All-from-one-vendor vs. Best-ofbreed 从一家软件供应商处获得所需的全部 产品与从不同软件供应商处分别获得 其优势产品的比较 19 | +1 650 906-5906 | +49 174 906-5906 | +86 138 1818 3800 © people & data | www.weigend.com Criteria for Choosing Off-the-Shelf Software(COTS) 选择现成软件(COTS)的标准 Cost: In-House vs. purchased 成本: 比较内部开发和购买 Flexibility: ease of customization 灵活性: 定制化的难易程度 Functionality: Mandatory,essential and desired features 功能性: 必要的,基本的和想要的特征 Documentation: User documentation, technical documentation 文档资料: 用户文档, 技术文档 Vendor Support: Installation,Training, Technical Support 供应商支持: 安装, 培训, 技术支持 Response Time 客户的服务时间 Ease of Installation 安装的难易程度 Viability of Vendor 供应商的竞争力 20 | +1 650 906-5906 | +49 174 906-5906 | +86 138 1818 3800 © people & data | www.weigend.com Indirect costs are important 间接成本在选择软件时起到重要作用 Direct Cost 直接成本 • Indirect Cost 间接成本 • Software 软件和硬件 Peer support 同事的支持 Hardware Support 支持成本 Casual learning 非正式学习 Staffing 人员成本 Formal training 正式培训 Application development 应用程序开发 21