Step 1. Upload Application Data into LeanIX

There are several ways in which you can get data into LeanIX:

  • Via the Excel Import/Export function: This is our customers' most common approach when starting with LeanIX. Use this function if you already have an existing Excel tracker with a list of the elements described in the previous step. You can find a detailed description of this function here.
  • Add applications manually to LeanIX by simply creating a New Fact Sheet in the Inventory.
  • You can also crowdsource data into LeanIX via Surveys. Through the LeanIX Survey feature you will allow your business owners to support you in a more collaborative way. This is a slightly more advanced feature, but a powerful one that gets many responsible people involved, and increases the adoption of LeanIX.
  • You can leverage LeanIX EAM SaaS Discovery to automatically get SaaS Applications into LeanIX EAM.

In this step, you also should identify the owners and users of the applications you are assessing.

Make sure to add the details of some some of your applications attributes. The most relevant ones for a portfolio assessment are Technical Fit, Functional Fit, and Business Criticality.

If you are assessing for Cloud Migration, you can think of Cloud Readiness, Current or Target Maturity, or any customized attributes that you might use within your organization.

Once you have uploaded the initial data application – let's say your first 50-300 applications – it is time to shape up your data covering some minimum requirements. The most efficient way to approach this is to go to the Inventory, select the Application Fact Sheet using the Filters on the left, choose table view by selecting the small square at the top right of the center screen, and edit information inline as you would using Excel.

Make sure to remember the following:

  • Choose a meaningful Display Name - our best practice is to use something a business user can understand at first glance.
  • Check/validate all attributes. You can do a simple inline rating or adjust any rating provided during the data collection. For example, from a business point of view using Business Criticality - which goes from "Mission critical" to "Administrative Service".
  • Gather as much relevant information on the applications in your organization, including their technical and business attributes, ownership, and costs.