【摘要】 在高质量发展背景下，企业从单一业务提供商向系统服务集成商转型，成为企业向价值链高端延伸和培育国际竞争力的重要途径。在此过程中，企业如何基于现有业务能力拓展契合转型需求的复合架构能力成为亟须探讨的重点议题。基于复合基础观，以系统集成商为案例研究对象，采用对比案例研究方法探究企业转型系统集成商的能力跃迁路径。研究发现，系统集成商的架构能力形成过程存在技术驱动和管理驱动两种典型路径：技术驱动的企业以专业能力为牵引，通过重构、规范和反哺，横向延展管理能力，最终构建出复合架构能力；管理驱动的企业以模块管理能力为工具，通过复制、对接和辐射，纵向深化技术能力，最终形成复合架构能力。两条路径均可通过业务和组织的双模块化行动，构建组织复合架构能力。研究结果弥补了架构能力构建过程的理论缺口；同时从业务-组织双模块化过程视角，既为架构能力的跃迁路径提供了创新性理论解释，亦为我国企业向系统集成商转型提供了宝贵启示。更多还原

【Abstract】 Under the background of high-quality development, the transformation of enterprises from single-business providers to system service integrators has become an important approach for enterprise to extend their operations toward the high end of the value chain and cultivate new quality productivity with international competitiveness. In this process, the focus has shifted to how enterprises can effectively leverage and extend their existing business capabilities to build comprehensive architectural capabilities that align with transformation requirements. Grounded in a composite-based view, this paper selects system integrators as case study objects and employs the comparative case study method to explore the capability leap path for enterprises transforming into system integrators. The findings reveal two typical paths—technology-driven and management-driven—in the formation process of system integrators’ architectural capabilities. Enterprises taking the technology-driven path are guided by modular professional capability. Through restructuring, standardization and feedback, they achieve point-to-plane horizontal expansion of management capabilities, and ultimately build composite architectural capabilities. Enterprises adopting the management-driven path take modular management capabilities as a tool. Through replication, docking and overall linkage of radiation, they continuously advance professional capabilities vertically, and finally form composite architectural capabilities. Both paths can realize the leap of organizational composite architectural capabilities through the dual modularization of business and organization. The research results make up for the theoretical gap in existing studies regarding the construction process of architectural capabilities. Meanwhile, starting from the dual modularization process of business and organization, this study provides an innovative theoretical explanation for the capability leap path of architectural capabilities, and also offers valuable insights for the practice of Chinese enterprises’ s transformation toward system integrators.更多还原