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SURVEY ADD-ON SHOWCASE:
CLOUD TRANSFORMATION
(ADVANCED LEVEL)
22nd November 2018
Dominik Rose,
Customer Success Manager @LeanIX
The picture can't be displayed.
WIFI: Leanix Code: EAconnectdays2
Survey Add-On Showcase: Cloud Transformation
3
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
Cloud Transformation is more important than ever
4
It‘s important to choose the right hosting option for your
Applications - based on multiple criteria
5
Not all data can be captured automatically, much is
distributed all over your company
6
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
7
The 6 steps to run your first survey
1. Make sure to have your subscriptions maintainedThe 6 steps to run your
first survey
1. Make sure to have your
subscriptions maintained
8
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
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
Example: Cloud assessmentThe 6 steps to run your
first survey
1. Make sure to have your
subscriptions maintained
10
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
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
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
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
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
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
16
Survey Pro Tips
1. Send out surveys to non-active users in order to accelerate
the growth of your LeanIX community
17
2. Use “Automatically check for changes“ in order to react to
Fact Sheet or Subscription changes
18
3. Use calculated fields to derive KPIs directly within the
survey
19
4. Use the Survey API for automation (e.g. start a new run
regularly, upload results into Google Drive / Smartsheet, …)
20
21
Wrap-Up
The Survey Add-On is included in most LeanIX editions
22
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!
Selection of further use cases
23
24
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
WIFI: Leanix
Code: EAconnectdays
Thank you! Any questions?

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Survey Add-on Showcase: Cloud Transformation

  • 1. SURVEY ADD-ON SHOWCASE: CLOUD TRANSFORMATION (ADVANCED LEVEL) 22nd November 2018 Dominik Rose, Customer Success Manager @LeanIX
  • 2. The picture can't be displayed. WIFI: Leanix Code: EAconnectdays2
  • 3. Survey Add-On Showcase: Cloud Transformation 3 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 4
  • 5. It‘s important to choose the right hosting option for your Applications - based on multiple criteria 5
  • 6. Not all data can be captured automatically, much is distributed all over your company 6 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
  • 7. 7 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 8 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 10 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
  • 17. 1. Send out surveys to non-active users in order to accelerate the growth of your LeanIX community 17
  • 18. 2. Use “Automatically check for changes“ in order to react to Fact Sheet or Subscription changes 18
  • 19. 3. Use calculated fields to derive KPIs directly within the survey 19
  • 20. 4. Use the Survey API for automation (e.g. start a new run regularly, upload results into Google Drive / Smartsheet, …) 20
  • 22. The Survey Add-On is included in most LeanIX editions 22 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 23
  • 24. 24 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