Transformations

Transformations define high-level changes in your landscape as groups of pre-defined & customized impacts.

Early access

In the "Optional features and early access" menu, select “Activate” on the item BTM: Transformations & Milestones of the list.

Then click “Activate” on the modal.

Admin menu to get new functionalities of BTM in early accessAdmin menu to get new functionalities of BTM in early access

Admin menu to get new functionalities of BTM in early access

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Disable transformations

The early access can be deactivated at any time in the same menu

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Feedback collection

Some weeks after release, LeanIX will collect feedback directly from the app in a survey. If you want to provide feedback, suggestions, bug reporting prior to this moment, you are more than welcome to write us directly at [email protected] or use the feedback option in the roadmap

Features included

  • Milestones
    Refer to the documentation

  • Transformations
    To help you define high-level changes on your landscape as groups of pre-defined & customized impacts.
    In the first iteration, we introduce Implementing a new application and Upgrade a technology ,both can be managed in your Projects or Transformation Items. To model other landscape changes, please use a custom transformation template.

Detailed view of a new transformation in a TIDetailed view of a new transformation in a TI

Detailed view of a new transformation in a TI

Transformations can be created, projected, and executed. Are available in the inventory, search, and filters, so now your Projects (and Transformation Items) are directly related to all other Factsheets on the workspace.

  • Reports
    For those workspaces based on Transformation Items, it's possible to use the roadmap based on the lifecycle. The one that has the same functionalities as the roadmap reports for other Factsheets + drill down for impacts.
Transformation roadmap using lifecycleTransformation roadmap using lifecycle

Transformation roadmap using lifecycle

The Landscape, Matrix & Portfolio reports allow the selection of multiple items (Plans or Projects) as sources of transformations. Thus, changes in the workspace’s IT Landscape coming from multiple initiatives can be visualized at the same time.

The timeline will be generated based on the earliest start date and the latest end date (among the multiple selected items). And if there are any milestones created, they will also be visible.

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For customers using Transformation Item as the base Factsheet for BTM.

Transformations and Impacts tab on the factsheet details will coexist until LeanIX provides a way to move from impacts groups to custom transformations.

The timing section on the TI will remain until LeanIX provides the upgrade to lifecycle option within the admin area.

Transformations

Plan and Model Scenarios to Transform IT

  • Model changes to the IT architecture as transformations

  • Select the Transformation Item or Project factsheet that will alter the current architecture

  • Go to the transformation tab and add a new one.

Transformation selectorTransformation selector

Transformation selector

  • A list of available out of the box transformations is ready to use and start documenting changes to architectural artifacts

  • The form provides enough data to guide you. You only need a name to start the creation. In addition, for each transformation, you can define a completion date, either an exact date or use a milestone.

1

Implement a new Application

By entering the name of the application, you will automatically create the application in your workspace (don't worry, it remains in planned status and will not be included in the price of your edition until you decide to execute the transformation).

See reflected in the Factsheet details the transformations as direct relations.

Check the implied impacts and also add more impacts for the factsheets on the scope. By default, all implied impacts use the direct relation as a way of modeling changes but it's also possible to change this mode to use the “active from/until” field on the relation.

To see all the transformations affecting your Application, or any other factsheet type, go directly to the factsheet (to the same tab) and understand the initiates that are in place. Execute and edit the transformation directly on this side as well!

2

Upgrade a technology

By entering the name of the application, only the current IT components related to it will be displayed as a way to replace it. For the replacement, you can either select an ITC from the workspace or create a new one on the fly.

3

Custom transformation

Define your own transformation by adding as many impacts to the selected scope.

Break-down of all Impacts Modelling Options

Architectural Level

Factsheets

Technology

IT Components
Tech Category
Provider

Information

Application
Interface
Data Objects

Business

User Group
Process
Business Capability
Objective

Factsheet fields

Relations and fields

Tags

Set lifecycle phase
Set field to
Copy field to

Set relation validity
Set relation field to
Create relations
Remove relations
Create relation constrain
Remove relation constrain
Copy all relations from
Move all relations from
Remove all relations

Replace
Add
Remove


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