Navigating LeanIX EAM

This section describes the structure of LeanIX EAM and helps you navigate the different sections of the tool:

  • At the top of the screen, you will always see a navigation panel. This panel lets you easily switch between different tabs, including Dashboards, Inventory, Reports, Diagrams, and Collaboration.
  • Your entry point to your LeanIX workspace is the Dashboard, which provides an overview of important metrics and reports that you or your LeanIX admins in your company provide/create.

There are five menu items in LeanIX:

  • Dashboard: is a visual display that offers a centralized overview of important metrics, performance indicators, and relevant information within a workspace. It comes with several pre-defined dashboards that provide real-time views of data using reports, charts, and widgets to present information visually appealingly. The primary purposes of a Dashboard are to support data-driven decision-making, to communicate effectively, and to help stakeholders monitor the performance of the architecture. You can customize and create multiple Dashboards to suit your needs.
  • Inventory: is a centralized repository that stores and organizes information about all architectural elements in the form of Fact Sheets. Each architectural object, such as Applications, Business Capabilities, Organization, etc., has its own Fact Sheet to store relevant information. The Inventory is the place where you can create and edit Fact Sheets. In the Inventory tab, you can search and filter Fact Sheets based on your requirements using the left side panel. Clicking on a Fact Sheet will open it for viewing and editing.
  • Reports: allows users to generate default and custom visual reports based on their enterprise architecture data. These reports provide insights, analysis, and visualization of the architecture, enabling data-driven decision-making and effective communication.
  • Diagrams: are advanced features typically used by Enterprise Architects to visualize certain parts of an enterprise architecture or data flows from their point of view and share those with different stakeholders.
  • Collaboration: serves as a centralized place to view and assign To-Dos and tasks being worked on collaboratively with others. It will evolve continuously to get users more engaged in LeanIX to contribute to, enrich, and validate their data.

In the menu bar, you will also find:

  • Jump to a Fact Sheet search box: provides a full-text search function that allows users to quickly find any Fact Sheet within the inventory or directly navigate to a specific Fact Sheet without opening the Inventory first.
  • What's new?: describes recent updates to LeanIX. You can access and vote on the product roadmap here.
  • Help: provides access to various learning resources. This includes LeanIX Academy, Product Documentation, and the LeanIX Community. The Academy provides comprehensive learning tutorials, while the Community provides a platform to connect with professionals in the field and offers valuable information and resources. Additionally, in this section, users have the option to provide feedback and contribute to the improvement of LeanIX.
  • Profile: allows you to access your personal and workspace settings (if you're an admin) and to logout.

The Support button is located at the bottom right of the page. If you require assistance while using LeanIX, the Support button provides a direct means to contact LeanIX Support. You can find the Support button on the right side of any page within the LeanIX platform.

Check out the video below for a quick walkthrough of a LeanIX workspace for each menu and items in the menu bar: