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Application Portfolio Management

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

  • 139 Topics
  • 432 Replies
139 Topics
Gopala krishna
Gopala krishnaRookie
asked in Application Portfolio Management
Application Vs IT Component Classification

How do we clearly classify Application and IT component when we are performing Portfolio assessment.   Where exactly the Integration components fits in.  for ex:  API, ESB, Webservices etc.  Also,  cloud services where do we classify.

6242
Gopala krishna
ryansimmons
ryansimmonsRookie
asked in Application Portfolio Management
Portals - Search Options and Detailed View - Parent/Child depth and Subtype display

As per the title I am looking to the community to see if anybody is able to help with the Portal configuration options.Having created a ‘Application - Factsheet’ portal I have 2 areas that I am looking to solve for.On the Search configuration, I have created a Filter Option, Based on ‘Relation’ that is has a Related Fact Sheet Type of ‘Organization’. In the Portal, this then display the Parents of Subtype ‘Business Unit’ only and does not show any Children depth.  My Question: Is is possible to specify the Subtypes that are presented below the search field in the Portal, or the Child depth? On the portal configuration for ‘Detailed View’ I have added a relation for ‘Organizations’ through the Fact Sheet name property, i am either able to leave blank and see the full parent/child path to the Organization.  My Question: is there a way to display the Subtype & the name. This will then result in a cleaner display without the full parent/child hierarchy. Keen to how others have best ma

2652
S
A
Alessandro JrRookie
asked in Application Portfolio Management
Best Practice for Synchronizing SaaS Hosting Fields with Application Fact Sheets in LeanIX

Is there a way to synchronize SaaS Hosting (IT Component) fields with their associated application fact sheet fields (e.g. Subscribers, Lifecycle, Tech Fit) when creating it from the catalog in LeanIX? We see the value of having associated Apps/IT Components sheets for SaaS solutions but struggle with getting the ITC data populated. How have you managed this? Has anyone automated the process to ensure that the SaaS IT Component’s fact sheet is populated consistently with the application fact sheet? If so, what are the best practices for connecting the two fact sheets to create some synchronization?

651
Thomas Schreiner
C
CMelloRookie
asked in Application Portfolio Management
how do i set Cost on the relations between Apps and IT components in leanix?

I got this from web, I need to get the same steps or similar from LeanIX documentation and search returns nothing. Someone from the product side verity these steps then tell me where I mean location in docs these steps can also be found.  I know it is possible, setting Costs for the relationships between Applications and IT Components (also known as interfaces or underlying technologies),  Maybe because I am not an admin search does not even cover adding cost to the relation?  BUT it is usually done using the following steps and my admin wants to see these steps come from You the product team.1. Check Your Data ModelEnsure your LeanIX data model includes a relation type that supports cost attributes. Typically, the relations between Applications and IT Components (or Technical Services) can include custom attributes like Cost. You may need administrative rights to verify or modify the data model.Navigate to the Administration area. Select Data Model. Verify that the relation between Ap

1003
Thomas Schreiner
M
Michael SnijdersRookie
asked in Application Portfolio Management
Application sub-type Deployment

Dear LeanIX’ers,I would like to get some feedbacks from the community regarding the “best usage” of the sub-type Deployment of an application.We are a large watchmaker group in Switzerland, made from many organizations, and the goal is to modelize the application landscape of the entire group with LeanIX.We are not using the virtual workspaces, so that all the compagnies can see the complete application list already existing in the group.When an application is used by several compagnies, we modelize it as “Parent - Children” Application / Deployment, so that each deployment have it’s onw business owner, business criticality, technical fits, etc… This makes particular sense when the application is running for each company it’s own instance on a virtual server.But when we take cloud applications, I always hesitate to create a Deployment for each company, as it’s the same application, but can have different business owners (by brands), and therefore different levels of criticality, depend

2151
Daniel Selbach
LeanIX Team
S
shivani.jSophomore
asked in Application Portfolio Management
Guidance on how to map relationship between Application & Organisation fact sheet to define who owns, manages, uses application?

Our organization has experienced significant growth through acquisitions, leading to a diverse IT landscape. We have multiple sites within the same country using different applications for the same business capabilities. To better manage and streamline our IT environment, we need to capture detailed information about these applications. Specifically, we are looking to gather the following details:Application Ownership: We need to identify who is responsible for each application. This includes understanding who pays the bills, who makes key decisions regarding the application, and who has overall ownership. Application Maintenance: It is crucial to know who is in charge of maintaining each application. This includes not only vendor-provided applications but also the internal administration tasks such as user management, permissions, and monitoring. Application Usage: We want to understand who the end-users of each application are. This will help us in mapping the application usage acros

1641
justinharclerode
LeanIX Team
N
neilcookRookie
asked in Application Portfolio Management
Aggregated Obsolescence and Tracking Server OS on IT Component Fact Sheet

Hi All,Two key risks we would like to use LeanIX to address here in our organisation is out of date software and / or operating systems.  Were early in our LeanIX journey so we have no plans for mass population of IT components yet but instead are focussing on value  add and these two key things are a historical challenge here adding risks to our application portfolio.Were finding the aggregated obsolescence capability in LeanIX a really powerful tool for tracking this software support lifecycles and surfacing it up.  To do this we create an IT component for the application with the software version / vendor lifecycle in it and it all works correctly.For operating systems we have observed there is a dedicated field in the IT component fact sheet for server operating system.  However this value does not seem to be used in calculating aggregated risks and seems to be treated  as a separate element of an IT component and it has no concept of lifecycle with it.Do people use the server oper

1142
Thomas Schreiner
A
alexsneedmillerRookie
asked in Application Portfolio Management
Custom KPI Value Update Frequency

How long does it take for custom KPIs to update? I’m seeing a discrepancy between when I click “validate” and what my dashboard is showing.When I click the ‘validate’ button after creating my KPI using the JSON editor, it says the KPI value is “264”. Then I click “save” and go back to the list of KPIs and it says the value is “256”. Do these KPIs get calculated once per day and I should just assume it’s a matter of time before it gets updated, or is there something else going on here?

901
Helder.Luz
J
JennyMcRookie
asked in Application Portfolio Management
Set of questions to determine vendor criticality

Is there a list of pre-canned questions that could be defined to help in determining vendor criticality - eg strategic/tactical/commodity/operational

541
Claire Le Fichoux
Community Manager
A
AliBRookie
posted in Application Portfolio Management
General Risk Management

Hello!New to EA and LeanIX. I’m looking for thoughts around performing general risk management (associated with EA) within LeanIX.Risk management typically involves listing specific risks, with description, likelihood, and impact score attributes, and calculates risk scores based off of them.As far as I can tell, LeanIX (even with the Risk and Compliance module) allows us to store aggregated obsolescence specific risk via the lifecycle attribute but it doesn’t provide this general risk management capability.I’ve found a documentation example which seems to use tags to augment fact sheets with additional sunset status/risk, but that’s not quite what I had in mind. I’ve also found this example where custom fact sheet attributes are created and populated with similar fields (but not as a separate risk object):https://docs-eam.leanix.net/reference/calculate-risk-scores-based-survey-responsesHas anyone created custom objects and custom relationships to implement this sort of risk register f

1853
Mobin
LeanIX Team
J
JennyMcRookie
asked in Application Portfolio Management
Data solution Modelling

Would like to understand how deep other organisations have gone with modelling data in leanix eg providing a view of data solutions , domain data models?

981
Justin Swift
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SoniaMerckRookie
asked in Application Portfolio Management
Calculated Field or Derived field

Hi Team,I am populating Factsheet Type = User Group with Organization Data and the “Alias” field has details of an organization unit.How can I reference the “Alias” field in factsheet type = User Group in another factsheet type “Application” (field = Business unit) Does LEANIX allow cross factsheet type reference?  Purpose - Identify which applications belong to which business unit.    

6086
Thomas Schreiner
Alexander Batanov
Alexander BatanovRookie
asked in Application Portfolio Management
Integration API Outbound Processor to get IT Component Resources data out

I need to export Resource data. Integration API seems to be the way to go since this data is not available via excel export. I can’t find examples of outbound processors that reference this data. An example would be appreciated. Data that I need: links with names, URLs, types, descriptions, and diagram references ...… and maybe logos (but not critical).  Alexander BatanovEnterprise Architectalexander.batanov@marriott.com 

601
Helder.Luz
J
JustSmittyRookie
asked in Application Portfolio Management
TIME and IT Components

I am running into a scenario where we would like to use TIME with IT Components, along with our Applications. I am thinking of a scenario where we might have several components in a Tech Category, and we want to Technology Rationalize down to a reasonable number.  Using the TIME classifications would be a big help there to help show teams what they should be using moving forward as we work to decommission the others. Any thoughts/ideas on this would be appreciated.

1381
P
Steen Jensen
Steen JensenRoyalty For Loyalty
asked in Application Portfolio Management
How handle feature applications in relation til licens

As a large public organisation we have several innitiativ & tenders for changeing the Application & IT-map.If we are working i 10 diffrent tenders with about 30 diffrerent suppliers and their applicationens. How do we handle the LeanIX Applications licens model, as we dont what to pay for Applications that are not in production.One way is just to keep those possible applications in Initiativ-factsheet and build relations from there.

851
Helder.Luz
S
Srihari Krishna VankadariRookie
asked in Application Portfolio Management
How to model Power Apps Applications which are being used by smaller community and supports single capabilities?

How to model Power Apps applications in LeanIX as they are huge in number and might consume license numbers but these applications are used locally which supports single capabilities?

6799
heng
Beau Nelson
LeanIX Team
Beau NelsonLeanIX Team
posted in Application Portfolio Management
APM Best Practices Webinar Recap and Materials

Hello Everyone!Thank you for attending the Best Practice Webinar regarding APM Best Practices today! Below you will find the recording to the presentation, the deck used to present, and a recap of what was discussed.  Recording of PresentationPresentation Deck Recap: - The webinar is about Application Portfolio Management (APM) best practices and use cases in LeanIX, an Enterprise Architecture tool.- It suggests starting an APM initiative by compiling a list of past, present and future applications deployed on your system, identifying who owns these applications, and understanding the life cycle of these applications.- To ensure good quality data in your APM, LeanIX recommends using Quality Seals, a feature that ensures mandatory fields and attributes are filled in data.- LeanIX offers various features to aid APM, including configurable surveys, quality seals, tagging, diagram editor for visualizing application landscape, predefined KPI dashboards for analyzing and evaluating applicati

1200
Beau Nelson
LeanIX Team
C
Cem CanbulanRookie
asked in Application Portfolio Management
Is it possible to search for an Application with a provided "pIT ICTO ID"

I would like to find an applications that have a certain “pIT ICTO ID”. But searching for applications with a Full Text search = “ICTO-20878”  does not yield the right search results. Is it possible to search for a specific text instead of full text search?

701
Thomas Schreiner
J
jeff.fellersRoyalty For Loyalty
asked in Application Portfolio Management
Report - Apps not linked to SaaS catalog

Is there an easy way to get a list of applications in my portfolio that are/are not linked to the SaaS catalog?

522
J
S
ShaneRoyalty For Loyalty
asked in Application Portfolio Management
Portal "Request Now" Link to New Application Fact Sheet Entry Form?

As a bit of a follow up to this topic: How to include Application displayName in "Request Now" Action Button of Application Portal | Community (leanix.net) I am wondering if it is possible to redirect the “Request Now” button in the Portal to open a form for filling out a new fact sheet. I have just created a Data Quality Governance process with tagging and To-Dos for making sure applications are entered with good data quality, and having the portal as an entry point for new manual application requests to take advantage of this would be great.

2013
A
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Kishore VSRookie
asked in Application Portfolio Management
User role automation

Is there a way to automate the role of the user if the user has been added as a subscriber.Ex: X is a viewer and X has been added as a service manager/ service owner. Can we automate to change the role of X from viewer to member?

1072
Carsten
T
Tim PRookie
posted in Application Portfolio Management
ETL Flows

Hi, We have all app interfaces in Leanix but I was wandering: Did anyone also model/describe their ETL data interfaces in Leanix? Do you create interface factsheets for them too? How do you do this then? Are there best practices?Thanks in advance for the feedback!Tim 

3298
Justin Swift
P
Paco QuirozRoyalty For Loyalty
asked in Application Portfolio Management
Importing Application to Business Context with a Constraint Relation

Hello all,We’re in the process of uploading an application inventory for a new Business Organization.All Organizations share the same Business Capabilities Architectures. Although some organizations might use different Business Process coverage for the same application. For example: This example requires that App A’s Relation to Process A is applicable only for Org A (same for App B for Org B).We can specify that doing it FactSheet by FactSheet. The question is: Is it possible to do it using the import template? I was not able to see any relation attribute to specify it when exporting an application with this feature…Factsheet screenshot: Exported file ThanksPaco

1782
Luca Kurze
LeanIX Team
J
JLinRookie
asked in Application Portfolio Management
LeanIX for security initiatives?

Hello LeanIX world!Have anyone use LeanIX to promote and/or track any security initiatives, like CMMC maturity level, Zero Trust?I am interested in learning your approaches to gather as-is and then create transformation stages to achieve certain security ‘assurance level’ that is customized for your environment.Thanks in advance！

1211
Luca Kurze
LeanIX Team
H
HelenHRookie
posted in Application Portfolio Management
Guidance on how to use Organisation fact sheet to identify who is using an application and where it supports

We are relatively new to LeanIX and have just completed an initial phase with a small selection of applications.  User Groups have proven to be a real challenge and we are considering if the new Organisation and sub types help us address this.We have grown via acquisition so have a very diverse IT landscape with multiple sites in the same country using different applications for the same business capability.  This is the detail we want to capture.  Therefore User Group has been set as physical locations (addresses) which represent sites.  We have then put in a 4 tier hierarchy to help aggregate that data into meaningful summaries.  The challenges we still face are:Who is using the application versus where it is supporting?  Where we have finance shared services, they are the user of an application for say accounts receivable but the data belongs to a site.  Finance Shared Services being the User Group is a given, but do people also map the site, or just accept that the Accounts Receiva

5794
Luca Kurze
LeanIX Team

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