Application Portfolio Management

Hello Everyone! Recently, I have been working with a few customers that are currently working on integrating their IT landscape with another organization’s due to recent M&A activity. It’s no secret that M&A is extremely common for companies worldwide and has been growing in popularity since 2020. We also know M&A poses particular challenges for Enterprise Architects. With this in mind, I’d like to foster a conversation all about M&A and how LeanIX has helped you. Please include as many details as you are willing to provide!Some questions to get the conversation moving: If you were starting from scratch, looking back, what would be the first thing you’d do using LeanIX to support M&A? How has LeanIX changed your approach to M&A or alignment of IT systems? Do you have any proprietary frameworks/systems you like to use or created specifically to support your organizations’ goals with M&A? What automations have you designed within LeanIX to support IT int

Hi All We have the following subtypes in Organization factsheet:division business unit (child of division) legal entity region country (child of region) location (child of country)So basically 3 main categories (division, legal entity and geography).I am facing 2 issues, anyone have experience or proposal for that? I don’t want to create another factsheet type just because I’m missing a subtype filter...is there a solution I don’t see?Creating dashboards - I can’t select a subtype in a report builder, so I can’t get a nr of apps per division since I get a flatlist of everything. Creating surveys - I can’t send out a survey for App Managers to connect their apps to a country, because they have again a flatlist of everything mixed - very confusing for enduser to see a division, legal entity and country mixed and sorted by alphabet

Hi folks, Just curious as to whether anyone is currently including information on sub-processors for Applications/Vendors in LeanIX based on application reviews etc. If so, have you found value in doing so and what have you found to be the most manageable way to reference these so that they are reportable/searchable if required? Thanks Anthony.

Hi, we would like to set some automation to inform users about a Fact sheet is long time in broken seal status. How to get this information? Is this possible at all, maybe with graphql query?In addition would be nice to have a dashboard to make this information visible (which factsheet is since when in QS broken for example)thx for all the advice!

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!

Hello,I have noticed that quite often in some domains a unique person can be the technical/it owner of multiple applications.This leads to that person not being able to properly update information in LeanIX or answer Surveys.Has anyone ever tried to handle this type of situations?Is there any framework or best practice that suggests a governing model for this?Because sometimes this could mean that there are actions that should be taken to avoid single points of failure.Thanks.

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

Hi All - for each new application, we are performing an architecture assessment. We have 9 questions, each with 4 options that are rated 1-4.I’d like to create a calculated field that can get those values from 4 questions and create a calculation what is the total score Is it possible to somehow visually indicate for each answer (with colour etc) that the answer tends to be weak (e.g. not secure) or perfect fit to the landsscape.Is there a possibility to do that in LeanIX?

When creating business capabilities using the AI tools to interpret a diagram, the relationships are created the wrong way around. The L1 capabilities are created as the child of the L2 capabilities. There does not seem to be any way to work around this.I have used other AI tools to interpret the picture, and they all work correctly. I have spoken to several other colleagues who have encountered the same issue.

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

I have a need to report on factsheet changes. however to use the audit logs, i have to query them factsheet by factsheet which is expensive. So I was looking to find the rev as of a date and get that rev data and compare with current version.Any other suggestions are welcome too

Hi In my organization, we master applications in ServiceNow where Architects set up an application & multiple teams (Product, Support etc.) enhance the application with relevant details.We are working to pivot to LeanIX where Architects master the application in LeanIX, send the application to ServiceNow & other teams carry on enhancing the application.I am assuming we are not the first one doing such a change. I wish to connect & learn from LeanIX users who have done such a change in the past & if at all this is a good idea!Please share your experience on the journey & any best practices you recommend. ThanksHimanshu

Hello LeanIX Community 👋I’m currently working on Application Portfolio Lifecycle Management (APLM) and one of the most important steps I’ve found is to get the field model right before diving into deeper analysis or tool automation. To begin with - I’m going with below but, at this point I’m underconfident - given the new role. NameApplication StatusApplication TypeBudget OwnerFunctional OwnerBusiness CriticalityDescriptionHosting TypePerson ResponsiblesubtypeLifecycleBusiness CapabilitiesFunction User GroupGeography User GroupFunctional FitStrategic Application TypeTIME ClassificationTIME Classification DescriptionQuestion for the community: Which fields have been the most useful or impactful in your APLM journey? What do you think of above fields - good enough? Are there any fields you started with but later dropped as unnecessary noise? How did you drive cross-team agreement on field definitions? Looking forward to learning from your experiences. 

Hi everyone,We’re currently undertaking an initiative to review and reclassify our LeanIX inventory. During this process, we’ve identified a number of fact sheets currently classified as Applications that may be more appropriately categorized as IT Components.While we’ve reviewed the definitions provided in the LeanIX documentation, we’d really appreciate hearing from the community:What criteria do you use to distinguish between an Application and an IT Component? Are there any practical examples or decision frameworks you’ve found helpful?Additionally, for those who have gone through a similar reclassification effort:Did you manually create new IT Component fact sheets, or did you find the Export/Import method more efficient? Any lessons learned or pitfalls to avoid?Thanks in advance for your insights and experiences.  

Hi,We are trying to model our applications and I have one question.Let’s say I have a business application named xyz (this name is known all over the company).Inside of this application are embedded applications  (iFrame) ttt and ooo with different provider. We also have 2 “applications” that are part of xyz, but are actually not separate applications. Business and IT are referring to them as applications in xyz (let’s call them qqq and rrr). So for example if there is an incident, they report it under xyz and then they select qqq/rrr. as different teams are responsible for it (from business and IT side), even though are part of the main xyz.To make it more “strange”, part of this xyz application will now be migrate to Salesforce (qqq will migrate to operational CRM and rrr will migrate to marketing CRM).I understand i can model them as child/parent relationship, but Im not really sure if that is correct way to model as specially qqq/rrr are not standalone applications and can not exis

Dear community,We are currently trying to document how our applications are deployed, from a geographical and from a capability perspective. Of our our application factsheet type has a relationship to user groups and to business capabilities.What becomes tricky is that some applications might cover several business capabilities level 2, but not in an identical way (yet) in all locations. I had a quick look at the configuration options and I couldn’t find a way to represent that in leanIX.For example, application A covers business capabilities BC1 , BC2 and BC3, and is deployed in France, Germany, Italy.But A covers BC1, BC2, BC3 in Germany. But only BC1 , BC2 in France. And BC1 in Italy.How would you model that? 

Hi Reaching out to this forum to hear thoughts.A few times I have had LeanIX acknowledge a defect, I am not convinced with the resolution approach. It seems LeanIX add defects to the product backlog along with other product enhancements. This approach doesn’t give more weightage to defects, which I think in wrong. Ideally there should be a separate que for defects.Not sure what has been the experience with other members, happy to hear!ThanksHimanshu  

Hello to Everyone!I am new to this group, please redirect me to older post if this question has been answered in the past. I am basically trying to consolidate the business capabilities in my SAP LeanIX instance from non-standard capabilities (~380 of them) to standard. Is there a best/smarter way to do it?Thanks!RegardsSouvik 

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

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

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!

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?

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