Modeling: Objectives and Transformation Items (or Projects)

Meta-Model

Objective Fact Sheets allow for high-level definition and progress tracking of transformation initiatives and can be linked to Business Capabilities. Define Objectives to improve the business:

Allows high-level progress tracking
Identifies critical business capabilities
Enables org. wide transparency

Transformation Item or Projects Fact Sheets, on the other hand, are used to plot detailed actions for achieving an Objective and as a way to model changes upon every other Fact Sheet in the wider LeanIX Meta-Model. Create detailed plans to achieve Objectives:

Define a hight level transformation for those plans and project changes
Out-of-the-box Transformation Items consist of three hierarchies: Plan, Building Block, Epic and Project

Objectives

Define your objectives and link them to your business capabilities for a holistic view.
Define Objectives to improve the business:

Allows high-level progress tracking
Identifies critical business capabilities
Enables organization-wide transparency

Projects

Create Projects to achieve Objectives

Captures the project portfolio
Visualises affected elements of the IT landscape
Defines transformations within the projects
Specifies the detailed impacts on the IT landscape

BTM Logic

LeanIX offers a best practice structure to quickly kick-start transformation initiatives:

Hierarchy	Description
Projection	Jump to any past or future state of your IT landscape and understand how your impacts change it
Milestones	Define target dates within or across projects at which transformations will be completed
Transformations	Define high-level changes on your landscape as groups of pre-defined & customized impacts
Impacts	Define detailed architectural changes a project has on your IT landscape to be executed upon completion

Example: Cloud migration with BTM

To achieve this, the EA will work with respective Business Leaders to

map affected Business Capabilities to the Objectives

define plans to achieve Objective

model impacts on affected Applications

visualize plan based on multiple dimensions (e.g. time, cost, context)

decide, execute plan and track progress of Objective