Designing and Sending Surveys

Objective

After completing this lesson, you will be able to design and send SAP LeanIX surveys to collect TCO-relevant data.

Content

Key Takeaways

  • Identify knowledge gaps: Recognize when application data is outdated, inconsistent, or scattered across spreadsheets and siloed teams.
  • Engage stakeholders directly: Use surveys to gather insights from application owners, HR managers, and technical experts—those who know the systems best.
  • Design structured surveys: Ask targeted questions in SAP LeanIX to assess functional fit, technical fit, cost details, and operational criticality.
  • Automate data collection: Streamline responses into LeanIX fact sheets, eliminating manual entry and ensuring a single source of truth.
  • Build trust through collaboration: Involve employees in the transformation process to increase buy-in and improve decision-making transparency.
  • Turn rationalization into a shared journey: Shift from top-down directives to a collaborative approach, making stakeholders active participants in the process.