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經營與行銷Business & marketing源泉科技團隊Rejoicing Fountain team6 分鐘閱讀7 min read

中小企業數位轉型：政府資源與補助方向整理SME Digital Transformation in Taiwan: Government Resources and Funding

依經濟部、數位發展部與勞動部官方資料，整理中企署數位轉型輔導、AI 導入計畫、SBIR、雲市集現況與員工訓練資源，以及申請前的準備重點。

A guide based on official sources to SMEA digital transformation coaching, AI adoption programmes, SBIR, the status of TCloud and staff training subsidies, plus how to prepare.

抽象插畫：堆疊的申請文件與核可圓章

想導入數位工具或 AI，卻擔心預算不夠，很多老闆第一個念頭是「政府有沒有補助？」答案是有，但資源分散在不同部會，名稱每年也可能變動。這篇文章只根據經濟部、數位發展部與勞動部等官方網站公開的資訊，整理中小企業在數位轉型上可以留意的方向，以及申請前該準備什麼。

本文資料整理於 2026 年 10 月，各計畫的申請資格、期程與補助內容每年可能調整，請以主管機關最新公告為準。源泉科技並非任何政府計畫的登錄供應商，本文僅為資訊整理，不代表官方立場。

先認識主管機關

中小企業的輔導業務主要由經濟部中小及新創企業署（簡稱中企署）負責。依中企署官網的組織沿革，原本的經濟部中小企業處自 2023 年 9 月 26 日起更名為現在的名稱，所以查舊資料時看到「中小企業處」，指的是同一個機關。

除了中企署，數位發展部數位產業署負責數位產業與雲端服務的推動，勞動部勞動力發展署則提供在職訓練相關的補助。不同部會關心的重點不同：中企署偏向經營輔導與研發，數位產業署偏向數位產業發展，勞動部則著重人才培訓。

中企署的數位轉型輔導

中企署官網的「數位轉型」分類下列出多項計畫，包括數據分析與創新商業模式、AI 應用轉型、AI 普及應用，以及提升中小微企業數位能力等。從頁面上的標籤來看，支援形式以諮詢、短期診斷、專案輔導與人才培訓為主，不一定是直接撥款。

中小微企業數位轉型計畫

這個計畫以分級數位課程與工具應用為主，提供線上與實體課程，協助媒合適合的數位工具，並連結銷售通路。官網列出的對象是符合中小企業認定標準或有稅籍登記的營利事業，且對數位轉型有高度興趣、打算導入數位工具者，執行單位為社團法人中華民國全國中小企業總會。頁面沒有列出補助金額。

中小微企業 AI 創新應用輔導計畫

這個計畫鎖定具成長潛力的中小型製造業與服務業，提供 AI 應用的深入輔導，並以「以大帶小」的方式擴大參與，也協助連結國內外資源。官網聯絡窗口為資訊工業策進會。頁面同樣沒有列出補助金額，適合想要較深入導入 AI 的企業留意。

年度型 AI 導入計畫

經濟部在 2026 年 2 月 4 日發布新聞，公告 115 年度「提升中小企業智慧化經營效能計畫」，以「診斷、培訓、導入」三個措施推動：企業診斷服務以系統化方式盤點企業營運與 AI 需求；產業 AI 應用教案與公協會合作開發培訓內容；AI 導入應用輔導則由中小企業提案，依產業需求評估合適的輔導方案。

要特別注意的是，這一年度的受理期限已在 2026 年 3 月 10 日下午 5 時截止。這類計畫通常每年重新公告，內容與名稱也可能改變。如果你錯過了今年，可以先把需求與資料準備好，留意下一年度的公告。

研發型補助：SBIR

如果你的計畫不只是導入現成工具，而是要開發新的產品、技術或服務，可以看看中企署的小型企業創新研發計畫（SBIR）。依 SBIR 官網說明，申請者須為依法登記的中小企業，不限產業，但計畫內容必須具創新性，採線上申請。

計畫分為先期研究（Phase 1）、研究開發（Phase 2）與加值應用（Phase 2+）。我們在 2026 年 10 月查閱官網時，頁面列出的個別申請補助上限為：Phase 1 為 150 萬元（6 個月）；Phase 2 為 1 年 600 萬元或 2 年 1,200 萬元；Phase 2+ 為 1 年 600 萬元。詳細條件以 115 年度申請須知為準。此外，部分縣市另有地方型 SBIR，規定由各地方政府公告。

SBIR 官網也特別提醒，計畫從未委託任何管顧或代辦公司以付費方式協助提案，更沒有人能保證通過，並提供免付費諮詢專線，請不要輕信相關說法。

數位產業署與臺灣雲市集

數位產業署過去透過「引領中小微型企業數位轉型戰略攻頂計畫」建置「臺灣雲市集」，整合趨勢指引、雲端工具、專家客服與成功案例，作為中小微型企業的一站式入口。不過，我們在 2026 年 10 月查閱臺灣雲市集網站時，首頁顯示因應計畫結束及政策調整，網站服務正在調整中。

因此，如果你看到網路上的文章仍以雲市集的補助或點數為主打，請先到官方網站確認是否仍在受理。後續是否有新的計畫取代，請以數位產業署的公告為準。

人才培訓：勞動部資源

數位轉型最終要靠人。勞動部勞動力發展署有幾項與員工訓練相關的資源，可以搭配使用：

  • 小型企業人力提升計畫：協助小型企業透過輔導諮詢與訓練執行強化人才培育，訓練課程範圍包含資訊與技術能力、行銷與客服、人資與財務管理等。分署頁面註明已取消申請滿 3 年後不再受理的規定，可以持續申請。資格與費用請查詢當年度公告。
  • 產業人才投資方案：這是以在職勞工個人為對象的課程補助。依台灣就業通職業訓練整合網的說明，一般參訓者可獲 80% 訓練費用補助，符合特定身分者可達 100%，每人 3 年內最高 10 萬元（2026 年 10 月查閱）。員工可以自行選修與數位工具相關的課程。

申請前的準備

  • 先寫一份數位轉型規劃：說明目前的流程哪裡最花時間、想解決什麼問題、預期怎麼衡量成效。即使不申請補助，這份文件也能幫你和廠商溝通。
  • 取得多家廠商報價：比較功能範圍、費用組成與後續維護，並保留書面報價與合約。
  • 小心保證過件的說法：補助由主管機關審查，任何人都無法保證通過。若廠商以「保證拿到補助」或「先付代辦費」為賣點，請提高警覺。
  • 保留完整紀錄：發票、合約、會議紀錄與導入前後的數據都要留存，方便日後查核與結案。
  • 直接問官方窗口：各計畫頁面都有聯絡電話，有疑問時直接詢問承辦單位最準確。

常見問題

現在還能申請嗎？

要看計畫而定。本文資料整理於 2026 年 10 月，各計畫的申請資格、期程與補助內容每年可能調整，請以主管機關最新公告為準。例如 115 年度的智慧化經營效能計畫已於 3 月截止，而 SBIR 則採線上申請，需依官網公告的時程辦理。

補助一定要找政府名單上的廠商嗎？

部分計畫會有遴選或審核過的供應商機制，部分則沒有，規定每年不同，請直接閱讀當年度申請須知。源泉科技並非任何計畫的登錄供應商，但可以協助你釐清需求與規劃系統。

沒拿到補助，還值得做嗎？

補助是加分，不應該是唯一的理由。先從一個最耗人力的流程開始評估投入與效益，如果不靠補助也划算，才是值得推動的專案；有補助時，則可以把範圍做得更完整。

結語

政府資源能降低轉型的門檻，但真正決定成敗的，是清楚的需求與持續的執行。如果你正在規劃官網改版或網站開發，或想評估AI 導入與整合，也可以先讀讀中小企業導入 AI 與自動化的 5 個步驟。我們不代辦補助，但可以陪你把需求、範圍與預算想清楚。歡迎預約免費 30 分鐘諮詢。

參考資料

When an owner starts thinking about digital tools or AI, the first question is often: is there government funding? There is, but it is spread across several ministries and the programme names change from year to year. This article draws only on official websites of Taiwan's Ministry of Economic Affairs, Ministry of Digital Affairs and Ministry of Labor to map out where SMEs can look, and what to prepare before applying.

This information was compiled in October 2026. Eligibility, timelines and funding for each programme can change every year, so always check the latest announcement from the responsible agency. Rejoicing Fountain is not a registered vendor for any government programme; this is an information summary and does not represent any official position.

Know the agencies

Support for small and medium enterprises sits mainly with the MOEA's Small and Medium Enterprise and Startup Agency (SMEA). According to the agency's own history page, the former Small and Medium Enterprise Administration took its current name on 26 September 2023, so older documents that mention the "SME Administration" refer to the same body.

Alongside the SMEA, the Ministry of Digital Affairs' Administration for Digital Industries promotes the digital and cloud industries, and the Ministry of Labor's Workforce Development Agency subsidises in-service training. Each has a different focus: the SMEA on business coaching and R&D, the digital industries agency on the digital sector itself, and the Ministry of Labor on skills.

SMEA digital transformation support

The "Digital Transformation" section of the SMEA website lists several programmes, covering data analytics and new business models, AI adoption, wider everyday use of AI, and building digital capability in micro, small and medium businesses. Judging by the tags on each page, support mostly takes the form of advice, short diagnostics, project coaching and training, not necessarily cash grants.

SME Digital Transformation Programme

This programme centres on tiered digital courses and tool adoption: online and in-person classes, help matching suitable digital tools, and connections to sales channels. The listed audience is businesses that meet the SME definition or hold a tax registration and are keen on digital transformation and intend to adopt digital tools. It is run by the national small and medium enterprise association (中華民國全國中小企業總會). The page does not list any funding amount.

SME AI Innovation Application Coaching Programme

This one targets small and medium manufacturers and service firms with growth potential, offering in-depth AI coaching, a "larger firms help smaller ones" model to widen participation, and links to domestic and overseas partners. The listed contact is the Institute for Information Industry. Again, no funding amount is given; it suits businesses that want to go deeper with AI.

Annual AI adoption programme

On 4 February 2026 the MOEA announced the 2026 round of its programme to improve SMEs' smart operations, built on three measures: a structured diagnostic service that maps a business's operations and AI needs, industry AI training modules developed with trade associations, and AI adoption coaching in which SMEs submit proposals that are assessed against their industry's needs.

Note that this round closed at 5 p.m. on 10 March 2026. Programmes like this are usually re-announced each year, and their content and names may change. If you missed it, use the time to document your needs and watch for next year's call.

R&D funding: SBIR

If you plan to develop a new product, technology or service rather than adopt off-the-shelf tools, look at the SMEA's Small Business Innovation Research (SBIR) programme. According to the SBIR website, applicants must be legally registered SMEs in any industry, the project must be innovative, and applications are made online.

SBIR has three phases: preliminary research (Phase 1), R&D (Phase 2) and value-added application (Phase 2+). When we checked the site in October 2026, the caps listed for individual applications were NT$1.5 million over 6 months for Phase 1; NT$6 million for one year or NT$12 million for two years for Phase 2; and NT$6 million for one year for Phase 2+. The 2026 application guidelines are the authority on the details. Some cities and counties also run local SBIR schemes with their own rules.

The SBIR site also stresses that it has never engaged any consulting or agency firm to prepare proposals for a fee, that nobody can guarantee approval, and it offers a free helpline instead, so do not trust claims to the contrary.

Digital industries agency and TCloud

Under a programme to lead SME digital transformation, the Administration for Digital Industries built TCloud (臺灣雲市集), a one-stop portal combining trend guides, cloud tools, expert support and case studies. However, when we visited the TCloud site in October 2026, its home page said services were being adjusted because the programme had ended and policy had changed.

So if an article still promotes TCloud subsidies or credits, confirm on the official site whether anything is still open. Whether a new programme replaces it is for the Administration for Digital Industries to announce.

Training: Ministry of Labor resources

Digital transformation ultimately depends on people. The Workforce Development Agency offers training resources you can combine:

  • Small Enterprise Workforce Enhancement Programme: helps small businesses build their people through advisory support and training, with course areas including IT and technical skills, marketing and customer service, and HR and finance. The regional branch page notes that the old rule ending eligibility after three years has been removed, so businesses can keep applying. Check the current year's notice for eligibility and costs.
  • Industry Talent Investment Programme: a course subsidy for individual employees. According to the Taiwan Jobs training portal, most participants have 80% of training fees covered, rising to 100% for certain eligible groups, up to NT$100,000 per person over three years (checked October 2026). Staff can choose courses on digital tools themselves.

How to prepare

  • Write a digital transformation plan: describe which processes take the most time, the problem you want to solve and how you will measure results. Even without a grant, this document makes it far easier to brief vendors.
  • Get quotes from several vendors: compare scope, cost breakdown and ongoing maintenance, and keep written quotes and contracts.
  • Be wary of guarantees: grants are reviewed by the agency, and nobody can guarantee approval. Be cautious with any vendor whose pitch is "guaranteed funding" or an upfront application fee.
  • Keep complete records: invoices, contracts, meeting notes and before-and-after data all help with audits and project close-out.
  • Ask the official contact: every programme page lists a phone number, and the implementing office is the most reliable source of answers.

FAQ

Can I still apply now?

It depends on the programme. This information was compiled in October 2026, and eligibility, timelines and funding can change every year, so always check the latest announcement from the responsible agency. For example, the 2026 smart-operations programme closed in March, while SBIR takes online applications on the schedule posted on its site.

Do I have to use a vendor from a government list?

Some programmes use a vetted or approved vendor mechanism and some do not, and the rules change from year to year, so read the current guidelines. Rejoicing Fountain is not a registered vendor for any programme, but we can help you clarify requirements and plan the system.

Is it worth doing without a grant?

A grant is a bonus, not the reason to start. Begin with the most labour-intensive process and weigh cost against benefit; if it makes sense without funding, it is a project worth pursuing, and a grant simply lets you do it more fully.

Final thoughts

Government resources can lower the barrier to change, but clear requirements and steady execution are what decide the outcome. If you are planning a site rebuild through website development, or want to assess AI integration, you may also find 5 steps for SMEs adopting AI and automation useful. We don't handle grant applications, but we can help you think through needs, scope and budget. Book a free 30-minute consultation.

References

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