Ready to Do More With Your Stacks?

More ways to leverage your stacks to plan, manage, and communicate your technology strategy

Once you've mastered the basic features of stacks there are a number of advanced features that are easy to use that will enhance the value of the stacks you've created. Check them out and if you still have questions don't hesitate to reach out!

Contents

Stack Maps
Stack Reports
Shared Custom Fields and Annotations
Stack Templates
Stack Insights
Stack Archives

Stack Maps

Visualize your stack architecture and the connection points between your products

Stack Map Video Overview

Once you've annotated your products with integration information and saved your stack, click on the Stack Map icon (looks like an asterisk) to see a visual representation of your stack architecture.

  • Drag your product icons around to create the visual you want (Save your view)
  • Click on your product icons to see a short product overview
  • Click on the links between products to see the integration details you've entered in stack annotations

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NOTE: It's important to click on UPDATE each time you visit your Stack Map to ensure that any changes to your integrations are reflected in the Stack Map. 

There are a number of additional viewing options for your stack map:

  • Add non-integrated products to your stack map view

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  • View your stack map against the layers in your stack

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  • Add a custom backdrop to your stack map to create a presentation-worthy image

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  • Create your own library of stack backdrops, or select one from the CabinetM library.  Produce a roadmap, a sales funnel, customer journey, or even a Stackie submission in minutes. 

 

Backdrop directory

Customer Journey Map

  • Isolate specific products in your stack map to see critical dependencies

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  • Isolate products in the Stack Map by integration type or integration status 

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You have the option to select Planned Integration and Related To in the integration drop down menu on Stack Annotations.

  • Planned Integration enables you to identify integrations planned for the future.  They will be represented on your Stack Map as a dashed grey line.
  • Related To enables you to associate a non-integrated product with another product in your stack to showcase products that have an important relationship to other products though not integrated. Related products will be represented by a translucent line (or a white line against a dark background).

You also have the option of selecting Future Integration (represented as a dashed blue line), Planned Disconnect (dashed black line), or Disconnected/Inactive (dashed red line).

integration options

 

 

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  • Click through the logos on your Stack Map to view each product's profile and stack annotations in a new tab.

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  • Save and export a snapshot of your Stack Map in order to track progress over time.
StackMap Snapshot
  • View your integration types in color -- simply click on the color associated with the type of integration you want to view.

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NOTE: Stack Maps and their associated integration notes can be exported as pdfs 

Stack Templates

Coordinate across teams and business units

If you are working to consolidate stacks across your organization or integrate an acquired company, creating a stack template can facilitate the process by creating a common language for your stacks.  

Any stack can be used to create a template. Clicking on the Stack Template icon at the top of the stack will create a template that replicates your stack layer names.  Templates can be shared with an individual, team or the entire enterprise.  Templates do not show the products resident in the originating stacks. 

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Stack Reports

Finding redundant contracts, products, and functionality

If you have multiple organizations that are managing their own stacks, you can easily uncover duplicate contracts, products and functionality by creating a stack report.

Under Stacks in the left hand navigation click on Stack Reports and then Create a Stack Report.

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Give your report a title and then select the report criteria including the stacks and stack fields that you'd like to include in your report. 

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When you click on Create Report, the system will produce a report consolidating stack information across the stacks you've identified by stack layer.  Within the report you can move information columns around to create the report format you want.

Once created you can share any stack report with a specific team or the entire account membership.  You can also download the stack report to share with other members of your organization.

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Shared Annotations

Custom fields and annotations that travel from stack to stack

Standard custom fields are creating within stack annotations and once created are applied to every product in one particular stack.

To create custom fields that are applied to every stack you create, click on Shared Annotations in the Enterprise Admin navigation. Custom fields created under shared annotations will appear with an S next to their label in stacks.  These custom fields cannot be edited or deleted from within a stack, they must be edited or deleted within Shared Annotations.  Users can however enter data into these custom fields within a stack.

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With standard annotations, once annotations are added to a product in a stack, they will be displayed for every instance of that product in the stack in which they were created.  If you add the same product to another stack, no annotations will be displayed even if they have been added in another stack.

There are two options to create annotation details that "travel" with a product from stack to stack.

1.  Click on Shared Annotations and create an annotation record for a product.  In this case, every time the product is added to a stack the user will have the option of choosing to use the shared annotation (by clicking shared annotation in the upper right of the annotation detail page) or to create a unique annotation for that product in the stack layer

  • Once a shared annotation has been selected for a product, it cannot revert back to a non-shared annotation. To revert to a stack-specific annotation you must delete the instance of the product with the shared annotation from the stack layer and then re-add the product to the stack.

  • Shared annotations can only be edited within the Shared Annotation menu in the Enterprise Admin functionality. 

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2.  Convert a stack specific annotation to a shared annotation.  If you have annotated and saved an annotation within a stack and then decide that you would like the annotation to travel with the product from stack to stack, you have the option of selecting "Convert to a Shared Annotation".  

  • When an annotation is converted it will appear in the Shared Annotation menu within the Enterprise Admin functionality and will appear as a selectable option any time a user adds the product to a stack.

  • Once converted the annotation can no longer be edited within the stack and must be edited in Shared Annotations.

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Stack Insights


See the products that others are using

CabinetM aggregates and anonymizes the data you provide about the products you are using and makes that information available under Stack Insights.

With Stack Insights you can see the top products in each category from the stacks being managed on the CabinetM platform.  You can also look at the most popular products that surround the key platforms that you use. 

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Stack Archives


Archive Stacks You No Longer Use on a Regular Basis

Archive any Skill or Company stacks that you don't regularly use and that you might want to reference at a later day by selecting ARCHIVE when you delete a stack.  Archived stacks can be restored at any time, included in Stack Filters and Stack Reports.  Use Archived Stacks to compare Stack evolution year to year. 

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