CAJ | 학술논문

转型升级背景下，停留在仿造战略的企业，如何实现战略转型，实现能力重构成为学界和业界关注的焦点问题。针对此问题，本文以我国软件企业信雅达作为观测样本，进行了探索性纵向案例研究，揭示了战略转型背景下企业创新能力重构过程中的“破坏-增强”二元平衡机理。一方面，创新能力重构过程中自上而下的能力破坏机理：有着复杂战略构想的企业，更易通过战略性学习全面感知到环境中的新机会，进而自上而下地引发创新能力进行主动有意识的变异，促进创新能力的创造性破坏。另一方面，创新能力重构过程中自下而上的能力增强机理：通过惯例化学习从工作实践中抽象出惯例，再通过能力学习从惯例中抽象出能力。使其从个人层面向企业层面扩散，实现自下而上的能力变异和积累。这一发现将能力破坏型的战略性学习和能力增强型的能力学习、惯例化学习结合起来，发现了其匹配均衡的二元机理，对动态能力观、能力重构和组织学习等研究领域具有理论意义；对处于战略转型的企业的创新活动具有实际意义。
전형승급배경하，정류재방조전략적기업，여하실현전략전형，실현능력중구성위학계화업계관주적초점문제。침대차문제，본문이아국연건기업신아체작위관측양본，진행료탐색성종향안례연구，게시료전략전형배경하기업창신능력중구과정중적“파배-증강”이원평형궤리。일방면，창신능력중구과정중자상이하적능력파배궤리：유착복잡전략구상적기업，경역통과전략성학습전면감지도배경중적신궤회，진이자상이하지인발창신능력진행주동유의식적변이，촉진창신능력적창조성파배。령일방면，창신능력중구과정중자하이상적능력증강궤리：통과관례화학습종공작실천중추상출관례，재통과능역학습종관례중추상출능력。사기종개인층면향기업층면확산，실현자하이상적능력변이화적루。저일발현장능력파배형적전략성학습화능력증강형적능역학습、관례화학습결합기래，발현료기필배균형적이원궤리，대동태능력관、능력중구화조직학습등연구영역구유이론의의；대처우전략전형적기업적창신활동구유실제의의。
Under the background of economic transition and upgrading, it becomes the focus issue in both academia and industry that how enterprises,whoused to adopt the imitation strategy, achieve capability reconfiguration. In order to solve this problem, this paper selected Sunyard, a software enterprise, as the observed sample, and conducted a longitude case study （from 1996 to 2012）. Results showed an ambidexterity mechanism between capability disruptive learning and capability reinforced learning in the process of enterprise innovation capability reconfiguration. On the one hand, there is a top - down capability disruptive learning mechanism. Enterprises with complex strategic schema are able to recognize new opportunities during strategic learning process, and identify the direction of new variation of innovation capability reconfignratiou. On the other hand, there is a bottom -up capability reinforced learning mechanism. Enterprises abstract routines form work practices during routinized learning process. Then, enterprises abstract capabilities form routines and leveraged it from personal - level to enterprise - level during capability learning process. This finding integrated the theory of capability disruptive learning （ strategic learning） and capability reinforced learning （capability learning and routinized learning）, highlighted the ambidexterity mechanism between them. This paper not only has theoretical contribution on dynamic capability perspective, capability reconfiguration and organizational learning theory, but also has managerial implication on enterprises＇ innovation management practice under transition context.