Navigating LeanIX Enterprise Architecture

Navigation panel

The Navigation panel, located as the blue bar at the top of the screen, lets you easily switch between different tabs, including Dashboards, Inventory, Reports, Diagrams, and Collaboration. In the Navigation panel, you also find access to Search, Invite, Announcements, Help, and Settings.

Dashboard

Your entry point to the LeanIX workspace is the Dashboard. The Dashboard offers a centralized overview of important metrics, performance indicators, and relevant information within a workspace. It comes with several pre-defined dashboard panels that provide real-time views of data and user reports, charts, and widgets.

The Dashboard presents information in a visually appealing way. The primary purpose of a Dashboard is to help stakeholders monitor the performance of the architecture, communicate effectively with each other, and make better, data-driven decisions. You can customize and create multiple Dashboards to suit your specific needs.

Inventory

The Inventory in LeanIX 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. 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

Reports allow 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. To learn more about Reports, see Reports.

Diagrams

Diagrams are advanced features typically used by Enterprise Architects to create visualizations of data flows and to visualize complex architecture by breaking it down into smaller scopes. Like Reports, Diagrams are also a great tool for effectively presenting data to various stakeholders. To learn more about diagrams, see Diagrams.

Collaboration

The Collaboration tab serves as a centralized place to view and assign To-Dos and collaborative tasks. It is an effective way to assign, overview, and manage tasks for all the stakeholders who are involved. To learn more about collaboration features, see Collaboration.

Search Field

This field 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. To learn more about Fact Sheets, see What is a Fact Sheet.

Invite

through this option, you can invite other users to the workspace.

What’s new

In this section, you will discover important announcements related to product updates, changes, and other communications from LeanIX.

Help

Under this section, users can access 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. Users can also provide feedback and contribute to the improvement of LeanIX.

Support

If you need assistance while using LeanIX, the Support button offers a direct method to contact LeanIX Support. You can locate the Support button at the bottom right corner of any page within LeanIX. You can access Support here: Support.

User Profile

In the User Profile menu, you will find options for profile management, accessing the LeanIX store, switching workspaces, and logging out.