Author: Peter M. Färbinger, E3-Magazin

A dashboard for the CCoE manager, Customer Center of Expertise, is a perfect answer to the Composable ERP. Hana, S/4, BTP and BDC create an almost unmanageable ERP architecture. LeanIX can help out to some extent, but SAP for Me is the better answer.

Software licenses are the bread and butter of IT providers. In any case, licenses and maintenance fees are justified. But do the regulations have to be so complicated?

The annual investment report of the German-speaking SAP user group, DSAG e. V., is always eagerly awaited. In addition to the survey data itself, the level of participation is an important indicator of the mood in the SAP community.

It makes a big difference whether an existing SAP customer is presented with extensive and diverse IT tools for their challenges, or whether SAP and partners offer clear answers to defined problems. SAP can do everything, but at the expense of its existing customers.

It is now becoming clear that the work of SAP CEO Christian Klein is not sustainable: despite the attractive buzzwords such as cloud and AI, the SAP share price plummeted disproportionately. Why?

Existing SAP ECC and S/4 customers who want to participate in the latest IT innovations such as AI, LLMs, databases, cloud and edge computing should customize the Business Technology Platform. SAP BTP offers all the degrees of freedom that S/4 denies.

The SAP community is still interested in innovation, AI and digital transformation, but SAP is less and less the "preferred vendor". The DSAG Innovation Report 2025 shows a lasting skepticism towards the global ERP market leader.

SAP reported from New York that, following the introduction of HEC, HCP, SCP, SAC, and BTP, BDC has now been established. The new "Master Data Management" is intended for growth and success, leveraging a dual stack concept, similar to the approach used for Abap and Java in the NetWeaver stack. Doubts are high and skepticism prevails.

The U.S. stock markets are tumbling. Investors are attempting to sell and flee to Europe with their capital, and yet SAP cannot benefit from this. The magic of cloud, Datasphere, and AI has evaporated. The true value of SAP is being revealed.

Deals" are currently the order of the day and SAP's clean-core requirement is a deal with its own existing customers and partners. SAP demands a lot from its own community in return for planning security.

SAP cannot be accused of lacking composure, but of lacking transparency and comprehensible communication. The presentation of the new SAP Business Suite and Business Data Cloud leaves only one question unanswered: what is SAP attempting to communicate to the community?

SAP's share price is soaring. Deutsche Bank analysts put it at 300 EUR. The CEO and CFO are doing a great job. But how are they managing this?