[论文解读] Measuring and improving information systems agility through the balanced scorecard approach

Yassine Rdiouat, Samir Bahsani+2 more|arXiv (Cornell University)|Sep 13, 2021

Collaboration in agile enterprises参考文献 86被引用 4

一句话总结

本文提出了IS敏捷性BSC框架，这是一种基于平衡计分卡的模型，通过业务贡献、用户导向、运营卓越以及创新与竞争力四个视角，利用14项关键成功因素和42项评估标准，衡量并提升信息系统敏捷性，以支持组织敏捷性。

ABSTRACT

Facing an environment increasingly complex, uncertain and changing, even in crisis, organizations are driven to be agile in order to survive. Agility, at the core heart of business strategy, represents the ability to grow in a competitive environment of continuous and unpredictable changes with information systems perceived as one of its main enablers. In other words, to be agile, organizations must be able to rely on agile enterprise information systems/information technology (IT/IS). Since, the agility needs are not the same among stakeholders, the objective of this research is to develop a conceptual model for the achievement and assessment of IT/IS agility from balanced perspectives to support agile organizations. Several researches have indicated that the IT balanced scorecard (BSC) approach is an appropriate technique for evaluating IT performance. This paper provides a balanced-scorecard based framework to evaluate the IS agility through four perspectives: business contribution, user orientation, operation excellence and innovation and competitiveness. The proposed framework, called IS Agility BSC, propose a three layer structure for each of the four perspectives: mission, key success factors, and agility evaluation criteria. According to this conceptual model, enterprise information systems agility is measured according to 14 agility key success factors, over the four BSC Perspectives, using 42 agility evaluation criteria that are identified based on literature survey methodology. This paper explores agility in the broader context of the enterprise information systems. The findings will provide, for both researchers and practitioners, a practical approach for achieving and measuring IS agility performance to support organizations in attempt to become agile as a new condition of surviving in the new business world.

研究动机与目标

• 为应对复杂、不确定且快速变化的环境，满足组织日益增长的敏捷性需求。
• 克服现有评估信息系统敏捷性时缺乏全面、多重视角框架的不足。
• 基于平衡计分卡方法，构建一个将IT/IS敏捷性与战略业务目标对齐的概念模型。
• 为实践者和研究人员提供一种实用、结构化的评估与提升IS敏捷性的方法。
• 通过平衡的多维评估框架，确保捕捉利益相关者的特定敏捷性需求。

提出的方法

• 将传统平衡计分卡（BSC）框架进行调整，聚焦于信息系统敏捷性。
• 将BSC的四个视角（业务贡献、用户导向、运营卓越、创新与竞争力）划分为三个层级：使命、关键成功因素（KSFs）和评估标准。
• 基于文献综述，识别出14项与敏捷性相关的关键成功因素（KSFs），并将其分配至四个视角。
• 根据现有研究和最佳实践，定义42项敏捷性评估标准——每项KSF对应三项标准，以实现可衡量的评估。
• 采用概念建模方法，将战略敏捷性目标与IT运营绩效指标进行整合。
• 通过基于视角的结构化评估，确保IS敏捷性与组织战略保持一致。

实验结果

研究问题

• RQ1 如何在多个战略视角下系统性地衡量信息系统敏捷性？
• RQ2 在复杂的组织环境中，哪些关键成功因素（KSFs）对实现IS敏捷性最为关键？
• RQ3 如何将平衡计分卡框架调整以评估企业级信息系统的敏捷性？
• RQ4 在IS的不同维度上，哪些评估标准最能有效衡量敏捷性表现？
• RQ5 所提出的框架在实践中如何支持组织提升其IS敏捷性？

主要发现

• IS敏捷性BSC框架提供了一个全面的四视角模型，用于评估IS敏捷性，整合了战略与运营维度。
• 该框架识别出14项对实现IS敏捷性至关重要的关键成功因素（KSFs），分别分布于业务贡献、用户导向、运营卓越以及创新与竞争力四个维度。
• 共定义了42项具体评估标准——每项KSF对应三项——以实现可衡量且可操作的IS敏捷性评估。
• 该框架通过将IS目标与战略业务成果关联，支持IT绩效与组织敏捷性之间的对齐。
• 该模型为实践者和研究人员提供了一种实用且基于研究的工具，可用于在真实场景中评估和提升IS敏捷性。
• 该概念模型展示了如何将平衡计分卡原则扩展至敏捷性这一关键但尚未充分衡量的IS绩效维度。