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Application Portfolio Management

Discuss & learn how to evaluate and optimize your organization’s application portfolio with LeanIX.

  • 139 Topics
  • 425 Replies
139 Topics
Carsten Schütz
Community Manager
Carsten SchützCommunity Manager
published in Application Portfolio Management
SAP runs SAP - Our Cloud Business Journey’s Impact on Enterprise Architecture – A Case Study by SAP

SAP recently published a white paper about how SAP employs an enterprise architecture strategy using SAP LeanIX and SAP Signavio to manage IT portfolios, optimize applications, and support growth. This approach uses business capabilities as a common language, with regular assessments guiding investments. Strategic decisions, like the greenfield approach to cloud business, enhance agility and standardization. It’s definitely worth a read! It contains a ton of insights and best practices. Some of the key learnings shared:Enterprise architecture follows business architecture. Decoupling new business models from old ones in a greenfield approach. Focus on business outcomes in your decision making. RISE with SAP is an optimal offering for your transformation. Focus on unified customer experience.Click to download the White Paper directly. Let us know what you think of it!   

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Carsten Schütz
Community Manager
irene.bakanakis
LeanIX Team
irene.bakanakisLeanIX Team
published in Application Portfolio Management
Application Portfolio Assessment - How to?

What should be your next steps for implementing an Application Portfolio Assessment with LeanIX? Step 1: Define the scope of the assessmentThe first step in conducting an APA is to define the scope of the assessment. This involves identifying the applications and systems that will be reviewed to ensure they align with your organization's goals and objectives. With LeanIX, you can easily filter and group your applications based on various criteria, such as business owners, technology domains, or criticality.Step 2: Collect and analyze dataOnce you have identified the applications and systems to be assessed, you need to collect data on each application, including its usage, cost, complexity, and alignment with your organization's goals. The data can be collected from various sources, such as IT service management tools, spreadsheets, or application owners. Once you have gathered the data, you can use the LeanIX Application Portfolio Management module to analyze the data and generate insi

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irene.bakanakis
LeanIX Team
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JulianSRookie
asked in Application Portfolio Management
Adoption of the LeanIX Tech Category Catalog

Hello everyone,we are currently in the process of categorizing our IT components using the LeanIX Tech Category Catalog. However, we often encounter difficulties in finding the right categories for certain technologies due to the predefined hierarchy based on the TBM Solutions Layer. For instance, we created a custom tech category called "Operating Systems" with subcategories "Mobile OS", "Server OS", and "Workstation OS" to better fit our needs. Additionally, we developed a separate category for "Languages and Frameworks".Since this approach diverges from the intended use of the catalog, I am curious about how others in the community handle these challenges. Do you adhere strictly to the catalog, adapt it to meet your specific needs, or create entirely new categories?I appreciate any insights and experiences you are willing to share!Best regards,Julian

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RKBARookie
asked in Application Portfolio Management
Best Practices for Assigning External App IDs During Initial Excel Import into LeanIX

Hi everyone,We’re preparing to import preliminary application data into LeanIX using Excel, but currently don’t have any External App IDs assigned to the applications.Looking for best practices or recommended formats that have worked well for generating unique, consistent, and persistent External App IDs—especially during the initial import phase.Any suggestions or examples from your experience would be greatly appreciated!Thanks in advance!

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justinharclerode
LeanIX Team
geoffrey.lowney
geoffrey.lowneyVeteran
asked in Application Portfolio Management
When does deleting a Transformation result in other fact sheets being archived?

Hey LeanIX team.I create a Transformation such as Change Application Technology. I want to specify a New IT Component that does not already exist, so I type the name and click “+ Create new fact sheet...” in the popup menu, and that results in the fact sheet being created (as expected).If I delete the Transformation then the newly-created fact sheet gets automatically archived. This happened (in a simple test) even if I had added a description to the referenced fact sheet.Creating and then deleting a Transformation that references an existing fact sheet does not cause the referenced fact sheet to be archived (in my test, the existing fact sheet had lots of other data and relationships).Muy question is: What are the rules defining when fact sheets referenced by Transformations are auto-archived as part of deleting the Transformation? e.g. is it related to lifecycle dates or other data on the referenced fact sheet.Thanks

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geoffrey.lowney
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abhinavrajputRookie
asked in Application Portfolio Management
What is the best practice for mapping Application Fact Sheet?

We need to address four key scenarios within the Application Fact Sheet:Versions Instances Environments ModulesWhat would be the best practice to map these scenarios?I am considering the use of Application Subtypes — namely Business Application, Deployment, and Microservices (Application Modeling Guidelines | SAP Help Portal) — to represent these scenarios.Please confirm the following: If I utilize these subtypes, would they count towards the total number of applications under our current licensing model, especially if they are not linked to Business Capabilities? Additionally, by using these subtypes, would I be able to comprehensively map the application's relationships across the entire IT landscape — including IT Components, Data Objects, Interfaces, and Technology Categories?

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Wiam El Fatihi
Community Manager
Gagan pathinti
LeanIX Team
Gagan pathintiLeanIX Team
posted in Application Portfolio Management
Think Pace Layering: To prioritize and balance the stability and innovation within your Enterprise architecture

In recent years, we have produced numerous blog posts, white-papers, and webinars on the topic of typical assessment approaches used with LeanIX: PACE, TIME & 6RWith this new blog series, we want to take you through this subject step-by-step and help you understand and apply these approaches and further complement our documentation. FundamentalsPace layering – a concept that challenges conventional thinking and provides a structured approach to thrive amidst continuous transformation journeys.  Pace layering is not just another buzzword, but a fundamental strategy that can allow businesses to prioritize IT investments and resources based on the needs of each layer.Pace Layering methodology is used in LeanIX EAM to classify business capabilities based on strategic value and pace of change. It enables the development of enterprise architecture strategies for each layer to effectively balance stability, agility, and innovation.Pace Layering facilitates informed decision-making during

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ShubhamSophomore
asked in Application Portfolio Management
Storing results in Fact Sheet from a survey

I am creating a survey and based on the response of the survey i have added a calculated field that calculates a score. Based on the score, the code categorizes the score into three levels of High, Medium and Low. I want to store that categorization in an Application Fact Sheet. I added an option field which can take these three values. How can I automatically update this option field from the survey? Is it possible to do so? 

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JamorosRookie
asked in Application Portfolio Management
external business owner

Hello everyone. A multinational company has sold one of its factories, which for a while will be using the multinational's applications, provided as a service with exclusive data from the now external factory. Does anyone know if, in this case, the Business Owner can be a person from the new external company?

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Carsten
Przemek Malirz
Przemek MalirzRookie
asked in Application Portfolio Management
Reusable Custom Field Types

Hi All,Do you know how I could create a custom field type that can be reused in multiple places.Giving you my example. I have to create a single select (enum) “Protocol” field with values like FTP, HTTP, RMI, etc. Obviously I want to use the same field in many places for instance on both ways of an Interface.Thank youPrzemek

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Carsten
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Yash TrivediRookie
asked in Application Portfolio Management
Best way to represent data flow with external companies?

What is the best way to represent the data flow with external companies. Let say I have an application A and that application gets its data from a company C. So there exists an interface between C and A. However since C is a company (with that company having an application for sending data) outside of our scope, it should not be represented as an application in LeanIX, however this information is quite interesting to know. So what would be the best way to represent such an scenario on LeanIX?

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Claire Le Fichoux
Community Manager
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SamerRookie
asked in Application Portfolio Management
Including tags in fact sheet Completion %

Hi All, We are facing the following issue for our application fact sheet. We have few tags as mandatory to approve the fact sheet but these are not part of the % completion calculation (nor can be added as per the out of the box settings) As a result, a user can see 100% completion and still be blocked to approve the fact sheet. Is someone else facing this issue? Many thanks!

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GiannisAnt
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TaurgoRookie
asked in Application Portfolio Management
Lucidchart Integration

Hello LeanIX Community,Hope you all are doing good.My organization has just started its LeanIX journey, and being a mid size firm, we have a small team of two people on administration side. We have been able to make good progress on factsheets.However, when it comes to architecture diagrams, we have been making slow progress. Our instance shows integration with Lucidchart and it shows up on the screen, when we go for new diagrams. My question is, is there a way to access LeanIX factsheets from Lucidchart.Like, if I am creating an application context diagram in Lucidchart, can I pull the applications from LeanIX factsheets. I would like our architects to use the repository instead of having it free-for-all, like everyone giving their own name to the Applications like Salesforce, Sales Force, Salesforce Platform etc. This is what has happened in the past.  

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Greysie
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kalebberhaRookie
asked in Application Portfolio Management
Question For Global Organizations - How Do You Set Up Organization Fact Sheets?

Hi everyone, I work for a global org active in about 80 countries. For orgs who work in a lot of countries and want to report at a global, country, regional level, how do you set up your organization fact sheets? Any ideas on the best ways to do this? Thanks!

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Greysie
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ani.cRookie
asked in Application Portfolio Management
Financial (Cost / Revenue / Headcount) - Capture, Aggregate and Report

HelloI’m new to LeanIX and excited to be part of this community. We are in the process of capturing detailed operational and investment data (e.g., cost, hosting, services) as well as revenue generated by our digital applications.I’m looking for guidance or examples or best practices on how to best use LeanIX dashboards to communicate the big picture to executives—particularly around product portfolio health, ROI, and strategic alignment.

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Wiam El Fatihi
Community Manager
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ChristinaRookie
asked in Application Portfolio Management
Lifecycle Status - additional attributes

Dear all,I’m currently facing the issue, that we have applications which are end of life, but still in use. Its mainly the support which is out of date, but the application still works. We are currently not planning to use a new release as well, so there is no successor on that.In fact, the date at “end of life” affects my cost reportings. I added the costs to the corresponding IT Component and included the Provider, but as the Application is eol it dosen’t show up. But I still have costs on that. :(Is there any option to reflect such cases? I would love to add a new Lifecycle phase (“extended usage”) but there is no option to add such.Or did I miss something here? Any suggestions how to deal with this issue? ThanksChristina

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Nicolas P.Rookie
asked in Application Portfolio Management
Whether and how to model virtual servers for applications

Hi.Any on-premise application (let’s call one here ABC) is typically hosted on one or several physical or virtual servers (let’s have here 2 virtual servers SRV123 and SRV456). These servers have often but not always the same OS (let’s say here Windows Server 2019 for both SRV123 and SRV456) and different purposes with different components (let’s say here SRV123 is the web application server with IIS 10.0 and SRV456 the database server with SQL Server 2019). They also run on different pieces of hardware or a single one (let’s say here that SRV123 and SRV456 run on 2 different Dell PowerEdge R550 Rack Server units).In my example, Application ABC would have relations with the following IT Components in LeanIX:Software: Microsoft Windows Server 2019 + Microsoft IIS 10.0 + Microsoft SQL Server 2019, Hardware: Dell PowerEdge R550 Rack Server.But SRV123 and SRV456 servers actually appear nowhere in this model:Of course, they’re not Applications, They could be IT Components, but none of the s

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AnnalisaMonguzzi
AnnalisaMonguzziRookie
asked in Application Portfolio Management
Modelling interfaces with multiple integration layers (middleware)

I’m struggling with how to represent interfaces where multiple integration layers (middleware) are involved.We have opted to represent middleware as IT Components and link them to interfaces, however in the case of multiple integration layers that act in sequence this kind of representation does not reflect the sequenciality of the flow.Additional complexity is given by the fact that one portion of the interface (e.g. from Source App to Middleware 1) may have certain properties (frequency, mode, etc.), while another portion (e.g. from Middleware 1 to Middleware 2 or from Middleware 2 to Target App) may have different properties. There is no way to capture this variance in the Interface FS if we stick to the out-of-the-box metamodel.Any help would be greatly appreciated  

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Aziz SamimRookie
asked in Application Portfolio Management
Showing subscriber on the diagram.

Hi,For some time now, I have been looking for a way to display my subscribers in my diagram.Example:I have the application Confluence, and with a show dependency, I would like to display my manager/responsible linked to the information sheets.Is it possible to do this, or is it under development?Thank you :)

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Didier.Nowak
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Saritha IyerRookie
asked in Application Portfolio Management
Business capability level harmonization in Lean IX and ServiceNow

Is it possible to send Tag created in SAP LeanIX as CI through standard ServiceNow integration?

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ian_ctsRookie
asked in Application Portfolio Management
Application + Component with no Lifecycle shows as No Risk. Desired behavior?

I read the informative thread regarding the two sets of lifecycle dates and reviewed the documentation Julia linked. What is the thought on showing components with blank lifecycle information as “No Risk”?I can understand that it may not be very common to have ‘blank’ IT components, but I would think the status should be “Missing Lifecycle Information”.  

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Julia Schirmer
LeanIX Team
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ccggnnRookie
asked in Application Portfolio Management
Import ARIS XML Models in LeanIX

Dear LeanIX Community, I am looking for a way to import ARIS XML models—potentially involving a conversion step—into LeanIX. Does any one has experience with this or even a solution or workaround? Thank you

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QiZhangRookie
asked in Application Portfolio Management
data management in LeanIX

I have a question regarding data management in LeanIX, specifically about representing weak coupling relationships. Currently, I can establish strong dependency relationships as follows:Create IT Components in the IT Component section. Link Applications to IT Components via the "Technology Stack" field in the Application Factsheet.This approach effectively represents strong dependencies where an Application relies on specific components to function properly.However, I also need to handle cases where a weak coupling relationship exists:The Application can use an IT Component, but it is not a strong dependency. The Application can still function normally without this component by using alternative components.In the current system, I can link the Application to the IT Component, but there is no way to explicitly indicate that this relationship is "replaceable" or "weakly coupled."My Request:Is there a way to visually represent weak coupling relationships in the Relation Explorer? Is there

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GiannisAnt
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mappenzellarRookie
asked in Application Portfolio Management
Roadmap report that includes Transformations

Interested in a Roadmap report that includes Transformations. Any thoughts?

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justinharclerode
LeanIX Team
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Chris JRoyalty For Loyalty
asked in Application Portfolio Management
How to add metadata fields to table view in Application Fact Sheet (export template)

Creating an export template for Application fact sheet. I’m not seeing many of the fields (relationship, multi select, etc) in the field chooser (eye icon) in the table view. For example, I’d like to update TIME choices when importing metadata, but that’s not available in the selector.  

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