Focus Data during Onboarding

Objective

After completing this lesson, you will be able to start adding data to SAP LeanIX

Onboarding Focus Data

Customers purchase SAP LeanIX to address a range of business needs, but the onboarding guidance remains consistent: start with your baseline architecture. .

Establishing this foundation is critical, as it enables you to realize initial value quickly and serves as the basis for unlocking further use cases

To ensure a successful and streamlined onboarding experience, we focus on three key fact sheet types from the outset: Applications, Business Capabilities, and Organizations.

Applications are prioritized first, as they represent the core of any enterprise architecture.
Business Capabilities and Organizations help contextualize how IT support business needs and key stakeholder groups

This approach reduces complexity and accelerates time to value during the onboarding

The data within SAP LeanIX

Your data forms the core of your SAP LeanIX workspace. To ensure proper reporting and establish data-driven decisions, having reliable information in your workspace is crucial.

Key Fact Sheet Types

To ensure a successful and smooth onboarding, we narrow the focus data during onboarding to three key Fact Sheet Types: Application, Business Capability, and Organization, as seen below. This helps to decrease complexity and increase time to value in onboarding. Depending on your company's requirements, additional Fact Sheet Types can be added step-by-step afterward.

You will receive a detailed introduction to each key Fact Sheet later ins this course. For now, see the item below to get a first insight into these Fact Sheets:

Key Fact Sheet type - Applications

Applications

We being with Applications, as as they are central to the SAP LeanIX meta model and form the foundation of your workspace. To ensure a successful onboarding, we recommend identifying and entering at least 20 key applications used within your organization. These initial applications should be selected based on their mission criticality and should be relevant to both architecture teams and business stakeholders. These applications will serve as the core upon which other elements are built.

To help you focus on your most critical applications during onboarding, SAP LeanIX introduces a new "Scope" field in the Application Fact Sheet. This field allows you to explicitly indicate whether an application is relevant to your current architecture efforts, enabling you to filter and concentrate on the relevant apps throughout the workspace.

You’ll find this field labeled Scope under the "Name and Description" section of each Application Fact Sheet.

It offers two options:

In Scope - Applications that are port of your onboarding focus
Out of Scope - Applications that can be moduler later

We recommend selecting at least 20 key applications and tagging them as "In Scope".

This helps:

Reduce complexity during onboarding
Align your architecture focus across teams
Support proof-of-value reporting and leadership visibility

We recommend to create a saved search for applications "In Scope" to quickly be able to filter in your inventory. For more information, see here

Key Fact Sheet Type - Business Capabilities

Business Capabilities

Once you’ve established your initial set of applications, the next step is to determine which departments or teams are using them. This insight will guide you in importing the relevant Business Capabilities linked to those applications.

Key Fact Sheet Type - Organizations

Organizations

The final initial step of adding data during onboarding involves associating Organizations with the imported Business Capabilities. This will help you establish a solid first baseline within your workspace.

Fact Sheet Type - Summary

Note

Commencing with these three key Fact Sheet Types is imperative, as they form the essential foundation for generating key reports, facilitating a swift realization of value from SAP LeanIX. While other types are undoubtedly valuable, their incorporation can be phased in gradually following the completion of your onboarding

Hint

To make your onboarding smoother, we’ve set up a default workspace view called Application Portfolio Management. This pre-configured view serves as a filter to help you get started quickly by focusing on three key fact sheet types: Applications, Business Capabilities, and Organizations.

Structure of a Fact Sheet

You have already learned that the different Fact Sheet Types document different information about their service. This information is given in so-called Attributes which are summarized in Sections.

Section

on an Application Fact Sheet example.

Attributes

within a Section ("Information") of an Application Fact Sheet example.

Note

Similar to how we focus on a limited number of key Fact Sheet Types (Organization, Business Capability, Application), we also only focus on specific Sections and Attributes within these Fact Sheet Types to set the scope to the most relevant information during onboarding. Additional Attributes can again be added or maintained afterward.

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