In this presentation from EA Connect Days 2018 in Bonn, we explore how the LeanIX Survey Add-on can support Cloud Transformation in the enterprise.

1. SURVEY ADD-ON SHOWCASE:
CLOUD TRANSFORMATION
(ADVANCED LEVEL)
22nd November 2018
Dominik Rose,
Customer Success Manager @LeanIX

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WIFI: Leanix Code: EAconnectdays2

3. Survey Add-On Showcase: Cloud Transformation
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What you will
learn
How to accelerate data collection with the
Survey Add-On
How to leverage the Power Features
How to head towards automation with the API

4. Cloud Transformation is more important than ever
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5. It‘s important to choose the right hosting option for your
Applications - based on multiple criteria
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6. Not all data can be captured automatically, much is
distributed all over your company
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INCREASED
AUTOMATION
• Data Collection from ITSM tools (e.g.
ServiceNow)
• Vendor Lifecycles from catalogues (e.g.
Technopedia)
• Live Information from Cloud Providers
(e.g. AWS, Azure, Kubernetes)
• Automatically captured information on
Microservices
• …
+
ENGAGE
COMMUNITY
• Reach out to different experts amongst
your IT and business landscape
• Govern efficiently where answers have
been given
• Evaluate results directly in LeanIX or
outside
• Make sure that information is written
directly into the inventory

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The 6 steps to run your first survey

8. 1. Make sure to have your subscriptions maintainedThe 6 steps to run your
first survey
1. Make sure to have your
subscriptions maintained
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2. Design the survey
3. Select Fact Sheets and recipients
4. Run the survey
5. Let your users answer the survey
6. Analyse the results

9. 2. Design the surveyThe 6 steps to run your
first survey
1. Make sure to have your
subscriptions maintained
9
2. Design the survey
3. Select Fact Sheets and recipients
4. Run the survey
5. Let your users answer the survey
6. Analyse the results

10. Example: Cloud assessmentThe 6 steps to run your
first survey
1. Make sure to have your
subscriptions maintained
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2. Design the survey
3. Select Fact Sheets and recipients
4. Run the survey
5. Let your users answer the survey
6. Analyse the results
Can be downloaded: https://github.com/leanix-public/surveys

11. 3. Select Fact Sheets and recipientsThe 6 steps to run your
first survey
1. Make sure to have your
subscriptions maintained
11
2. Design the survey
3. Select Fact Sheets and recipients
4. Run the survey
5. Let your users answer the survey
6. Analyse the results

12. 4. Run the surveyThe 6 steps to run your
first survey
1. Make sure to have your
subscriptions maintained
12
2. Design the survey
3. Select Fact Sheets and recipients
4. Run the survey
5. Let your users answer the survey
6. Analyse the results

13. 5a. Let your users answerThe 6 steps to run your
first survey
1. Make sure to have your
subscriptions maintained
13
2. Design the survey
3. Select Fact Sheets and recipients
4. Run the survey
5. Let your users answer the survey
6. Analyse the results

14. 5b. See the results directly at the Fact SheetThe 6 steps to run your
first survey
1. Make sure to have your
subscriptions maintained
14
2. Design the survey
3. Select Fact Sheets and recipients
4. Run the survey
5. Let your users answer the survey
6. Analyse the results

15. 6. Analyse the resultsThe 6 steps to run your
first survey
1. Make sure to have your
subscriptions maintained
15
2. Design the survey
3. Select Fact Sheets and recipients
4. Run the survey
5. Let your users answer the survey
6. Analyse the results

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Survey Pro Tips

17. 1. Send out surveys to non-active users in order to accelerate
the growth of your LeanIX community
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18. 2. Use “Automatically check for changes“ in order to react to
Fact Sheet or Subscription changes
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19. 3. Use calculated fields to derive KPIs directly within the
survey
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20. 4. Use the Survey API for automation (e.g. start a new run
regularly, upload results into Google Drive / Smartsheet, …)
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Wrap-Up

22. The Survey Add-On is included in most LeanIX editions
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Standard features
Easily edit questionnaires with drag & drop
Add explanations to answer options
Select recipients based on subscriptions
Support analyses by providing results in excel
See results in related Fact Sheet
Automatically add new Fact Sheets to ongoing survey
Update Fact Sheet information with a survey
Make it easier to answer questions by grouping
Avoid information overload with conditional questions
Add more functionality by executing Javascript code
Create calculated values based on answers for scoring
Power features
Easily edit questionnaires with drag & drop
Add explanations to answer options
Select recipients based on subscriptions
Support analyses by providing results in excel
See results in related Fact Sheet
Automatically add new Fact Sheets to ongoing survey
Update Fact Sheet information with a survey
Make it easier to answer questions by grouping
Avoid information overload with conditional questions
Add more functionality by executing Javascript code
Create calculated values based on answers for scoring
Ask for quote
Part of most LeanIX editions – contact your CSM for
details!

23. Selection of further use cases
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Key Take Aways
Use Cases like Cloud
Transformation benefit
heavily from accelerated
data collection
The Survey Add-On
allows you to reach out
to your LeanIX
community efficiently
Power Features and the
Survey API allow to
unleash the full
potential
https://docs.leanix.net/docs/survey

25. WIFI: Leanix
Code: EAconnectdays
Thank you! Any questions?