Business Transformation Management (BTM)
Maximize the value of your activities, reduce risks, and share easy-to-understand reports and visuals with business leaders.
A platform for efficient development and collaboration of your target architecture planning.
How it works
LeanIX BTM is powered by a business-centric data model:
Objective Fact Sheets allow for high-level definition and progress tracking of transformation initiatives and can be linked to Business Capabilities.
Project (Transformation Item) Fact Sheets, on the other hand, are used to plotting detailed actions for achieving an Objective and as a way to model changes upon every other Fact Sheet in the wider LeanIX data model.
And the introduction of business logic that supports the transformation
Activating BTM module
The LeanIX Business Transformation Management (BTM) is a paid module which you could include in your LeanIX EAM workspace. If it is not already included in your contract, you can reach out to the Customer Success Manager, who would guide you on adding the module to the contract and activating it for you through your Account Executive.
Gain Transparency of the Initiatives portfolio
By equipping users with improved functionality to evaluate current-state architectures in view of future-state goals, LeanIX BTM makes it convenient for teams to collect and store the data necessary to support their initiatives. Every strategic goal documented in an Objective Fact Sheet has configurable fields to document its lifecycle, its various dependencies (split via parent-child hierarchies), and what it is both improving (i.e., Business Capability) or being supported by (i.e., Projects).
Use the Project Landscape to
- Achieve a holistic view from a strategic to a granular project-based level
- Prioritize initiatives based on multiple factors
- Filter down to an Objective to find out what the initiatives are helping achieve
Plan Your Roadmap to Transformation Success
Plan the execution roadmap of your IT landscape changes with the Roadmap report, and identify how an Objective is being achieved, a Business Capability is being improved and which User Group is involved in the roadmap.
- Identify conflicts and tie loose ends
- Understand which initiative is sequentially dependent on others
- Modify the duration of an initiative by selecting the bar and editing the lifecycle phases in the side pane
Plan and Model Scenarios to Transform IT
Model changes to the IT architecture as transformations
- Select the Project Fact Sheet that will alter the current architecture
- Go to the transformation tab and create a New Transformation
- With the support of the OOTB templates, document changes to architectural artifacts
Visualize Target Architecture & Compare
Visualize changes in your target architecture with the Application Landscape report:
- Choose a scenario or an initiative
- SHIFT+Click a point in the future to compare
- Visualize all changes across your IT architecture
Leverage your comparative view management with the support of the dashboards:
Decide the ideal scenario or project
Prioritize the perfect project based on a simple, two-dimensional Project Portfolio report:
- Perform a value-risk analysis
- Know instantly which initiatives to immediately focus on
- Showcase value to your leadership
Track the progress of initiatives
Track the progress of implementation with the Project Landscape report
- Select View: Status
- Choose a project to understand the impacts on your landscape
- Use color code to interpret progress across all initiatives
Execute the impacts of the transformations when the completion date is reached
Execute changes to the baseline architecture
- Select the Project (or Transformation Item) Fact Sheet that will alter the current architecture, or go directly to the affected Fact Sheet.
- Go to the transformation tab and click on Execute
- A modal asking for confirmation will open, once you confirm, all the changes will be applied directly to your inventory
In the documentation pages we will cover all the new capabilities and features of Business Transformation Management (BTM). Certain new features come with additional cost as a new module in BTM. Please reach out to our support for further information.
Updated about 2 months ago