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Step-by-step

<div id="content"><p tabindex="0">After understanding the theorie of the Application Portfolio Assessment let’s now get hands on and learn how to actually apply the use case step-by-step.</p><p tabindex="0">This lesson is a combination of explainatory videos and hands-on walkthrough experience.</p><div class="kalturaVideoLessonWrapper"><div aria-label="Step 1. define scope" class="kalturaVideoLessonContainer" data-testid="video" id="1_ujpf32l6"></div></div></div>

Step 1. Define scope

Step 2. Enrich your data

<div id="content"><div class="simulationTile exercise"><div class="content"><span class="simulationLabel">Exercise</span><a href="https://education.hana.ondemand.com/education/pub/mmcp/index.html?library=library.txt&amp;show=project!PR_256A7CED82AE1DAC:uebung" target="blank" class="simulationButton">Start Exercise</a></div><div class="simulationImage"><img src="/illustrations/simulation-exercise.svg" alt="(Step 2)" class="no-zoom"></div></div></div>

Explore yourself (Step 2)

Step 3. Assess application portfolio and next steps

<div id="content"><div class="simulationTile exercise"><div class="content"><span class="simulationLabel">Exercise</span><a href="https://education.hana.ondemand.com/education/pub/mmcp/index.html?library=library.txt&amp;show=project!PR_DFCCCFF2780AA8B1:uebung" target="blank" class="simulationButton">Start Exercise</a></div><div class="simulationImage"><img src="/illustrations/simulation-exercise.svg" alt="Step 3" class="no-zoom"></div></div></div>

Explore yourself (Step 3)

Learning to Use the LeanIX Tool for Successful Enterprise Architecture

Learn how to define the scope of your initiative and achieve quick wins with pioneers in your organization. Follow these guidelines to adopt Linax step by step and see benefits quickly.<br><br># This description was auto-generated #

30. Step 1. Define Scope.mp4

The first step is to define the scope of your initiative. It is recommended to start small and achieve some quick wins with pioneers in your organization. This will help you to adopt Linax step by step successfully. The following guidelines will help you to define a realistic scope and see benefits of Linax quickly. Start with three fact sheet types. Application, business capability and organization. IT components might be already added, but are not necessary. If you use the Lena XSaaS catalog to add applications to your repository, IT components will be added automatically along with providers. This can come in handy at a later point, without you investing any effort. Define business capabilities for two levels, ideally a maximum of three. Identify a critical subset of applications to analyze, typically the business-critical applications that help drive your business. Another way to define the scope is to focus on one or two business areas that cover critical business capabilities. Think of which business units are likely to support your effort. Remember that you need input from various stakeholders in your organization, such as business and technical owners of the applications, to have reliable data and attributes for the assessment. Think of who could be the pioneers in your organization that can create a pull effect for other teams.

Learn how to enrich your data and get valuable insights for your application portfolio assessment. Discover key questions, reports, and strategies to close gaps and prioritize IT investments.<br><br># This description was auto-generated #

31. Step 2. Enrich Data.mp4

Now it's time to enrich your data. Here, one of the key guidelines at LinaX is to think backwards. What are the key questions that you want to see answered during your application portfolio assessment? Which reports will most likely help you get those insights? What information do you need? Which gaps do you need to close in your LinaX inventory to achieve that? These questions are simple but very effective to narrow down your effort to what you really need to do instead of investing a lot of time to collect data. If you want to analyze your application landscape, for example by using the application portfolio report, you can start by reviewing, adding new or updating existing information on attributes on the application fact sheet, which are available in the default configuration. Technical fit, functional fit, business criticality and the time classification. If you want to assess your business capabilities with regard to that strategic value, you should follow our well-documented Pace Layering approach that will help you prioritise your IT investments. For this purpose, you might want to add some tax to your workspace. Check out the documentation to learn more about it. If you want to add cost data, there are some ways to do so in the NAICS. For example, you can add them manually with data from your finance team or other sources. You could also create tags to t-shirt size your costs if you don't have exact cost data. In any case, keep in mind that LenaX is not a cost management tool. You would rather use an integration, for example, with Aptio to get cost data into LenaX in an efficient way. Whatever you do, explore the options in LenaX first and be smart when deciding how to capture data. Use existing fields on your fact sheet. Check if there are optional fields you can activate. Create a custom field only if really needed for an attribute not provided by LenaX. Create tags for your initiative if this seems to be the easiest option. Think about how to get the additional data quickly into LenaX. For example, by leveraging the Excel import again, or the manual editing using inline editing in LenaX, as explained in previous sections.

Learn how to evaluate and share key results in the application portfolio assessment process. Discover different strategies, reports, and dashboards to effectively manage your application portfolio.<br><br># This description was auto-generated #

32. Step 3. Assess Application Portfolio and Next steps.mp4

Let's move on to the most interesting part and last step of the application portfolio assessment, the actual evaluation and sharing of key results. Following options are the most common ones. Apply Gartner's time model to classify applications in your inventory according to the four dimensions Tolerate, Invest, Migrate and Eliminate. With an additional ability to also input costs, you can quickly develop multi-dimensional views that allow you to, for example, identify high-cost applications that do not adequately save the business needs. Once the initial set of evaluation is complete, you can use LenaX reports to visualize your portfolio. Apply Gartner's Pace-Layered application strategy mentioned already briefly. This helps you cluster your business capabilities into three different categories. Commodity, typically 70 to 75 percent of business capabilities, differentiation, usually 20 percent, and innovation, normally 5 to 10 percent. Apply reports and start with the most common ones that LinaX provides out of the box. The application landscape report helps you identify applications in your IT landscape depending on the color-coded overview that you choose based on the filtering available. The IT component matrix report, which gives you a color-coded overview of your IT components, your technical stack and providers. Keep in mind that you need to have IT component and provider data in place, so it might not be the first report to go to if you start working with Linux. A quick win is always to play around with the different reports and then see which other views might be relevant. After first analysis, it is recommendable to consider following the next steps. Use the Workspace best practice report in the LinaX store to check and level up data quality in your workspace by assessing relevant KPIs based on best practices from hundreds of LinaX customers. Create a dashboard to show some key results with your leadership. As a starting point, use the LinaX out of the box dashboard for application portfolio management available for all Linux EAM customers, the dashboard is part of the APM module. This dashboard provides you automatically with data on live applications by business capability, application run costs broken down by business capability, portfolio complexity, and data quality KPIs. Also here, think backward. Who is your target audience and what, for example, would your CIO like to Share the dashboard with meaningful results with your stakeholders. And keep in mind that while LenaX offers you great analysis and visualization options, there's a big part that is happening outside of the tool. Which other ways of communication, visualization, and support do your management stakeholders need to get the most benefit out of your analysis?