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Enterprise Software Intel

Latest: September 24, 2026 · showing the last 8 days
Enterprise Software Intel — Week of September 24, 2026

🏢 Platform News

S/4HANA

SAP's ECC mainstream maintenance ends December 31, 2027, with extended support only via paid agreements through 2030. Early-2026 data shows legacy ECC use has fallen below 50% of organizations for the first time, but roughly 35% of large enterprises remain stuck in planning. Analysts now call 2026 “the last comfortable year” to start a migration, since a full rollout takes 18–36 months (Computer Weekly, September 2026).

Joule

Six new procurement Joule agents (Category Management, Supplier Management, Requisition, Buying, Receiving, and Services Procurement Assistants) reach general availability this month, part of 14 agents SAP unveiled at SAP Connect. Joule Studio, GA since Q1 2026, is now “Joule Studio 2.0” and anchors the new Business AI Platform's build layer; Joule Work's mobile app is GA, with desktop and agent-to-agent protocol due Q4 2026 (SAP News, May 2026).

SAP Analytics Cloud

The Q2 2026 release added asymmetric reporting, live Azure SQL connectivity, and stronger planning controls, following Q1's native Snowflake connectivity. Joule-powered natural-language queries and automated story generation are now embedded directly in planning workflows (Finext, 2026).

SAP Integration Suite

SAP made its MCP Gateway generally available in July 2026, embedding Model Context Protocol into a new Integration Cell runtime alongside API Management, plus a Developer Hub where APIs, events, and MCPs are registered for AI agents. Advanced Event Mesh also gained lightweight “Micro-Integrations” for real-time on-ramps/off-ramps (SAP Community, 2026).

SAP Build

Joule's AI capabilities are now built into Build Work Zone standard edition for personalized workspace recommendations, while Build Process Automation gained new triggers to bridge SAP and non-SAP systems, and Build Code added Freestyle UI5 app creation via slash commands (SAP Community, 2026).

WalkMe

WalkMe's Q3 2026 release (live August 31) added AI Experiences for building and analytics, expanded Contextual AI Assistance, and brought AI-generated content to Learning Arc. Its companion “State of Digital Adoption 2026” report found employees lose 51 workdays a year to software/AI friction, and organizations capture only 55% of potential AI value (WalkMe, August 2026).

Signavio

SAP Signavio was named a Leader in Gartner's newly created Magic Quadrant for Process Intelligence Platforms (May 2026), its fourth straight year as a Leader. Three 2026 release waves added Process Networks, Process Atoms, object-centric process mining, and direct SAP Datasphere replication for continuous process data feeds (SAP News, May 2026).

LeanIX

SAP LeanIX is being repositioned as the governance backbone of SAP's “Autonomous Enterprise” push, hosting a new AI Agent Hub for discovering and governing AI agents, while Application Rationalization is now framed as the starting point for S/4HANA transformation ahead of the 2027 deadline (SAVIC Technologies, 2026).

BTP

At SAP Sapphire 2026, SAP renamed Business Technology Platform to the SAP Business AI Platform (BAIP), consolidating BTP, Business Data Cloud, and Business Transformation Management into context, build (Joule Studio 2.0), and governance layers. The partner BTP competency was renamed BAIP competency effective June 30, 2026 (ERP Today, 2026).

IBP

SAP Integrated Business Planning release 2608 is live, with AI-assisted demand forecasting, automatic outlier detection, and multi-stage stochastic inventory optimization that vendors claim cut planning cycle times 50–70%. Industry commentary argues IBP customers now need orchestration linking planning to execution, not just optimization (SAPns2, 2026).

BRIM

No major product news this week. Watch for BRIM enhancements tied to usage-based billing and the new Business AI Platform data layer at upcoming SAP events; recent SAP PRESS training (May 2026) has focused on BRIM's subscription/usage-billing modules (SAP PRESS, 2026).

Cloud ALM

SAP reiterated that Solution Manager's mainstream maintenance ends December 31, 2027, pushing customers to complete their move to Cloud ALM. Monthly ALM Community Calls continue (next October 21), with quarterly feature-update sessions scheduled for November (SAP News, June 2026).

Salesforce

Dreamforce 2026 (Sept 15–17) brought a wave of announcements: a new “AIforce” interface layer, Koa (Salesforce's own reasoning model, in pilot), “Salesforce in Claude” (beta), Agentforce Coworker (GA), and Gemini in the Reasoning Engine (GA). Earlier in September, Salesforce also simplified pricing into Core/Advanced/Max editions bundling Slack, Tableau Next, and its Premier Success Plan, and expanded Agentforce with new “job-ready” agents for sales, service, and commerce (GPTfy, September 2026).

ServiceNow

ServiceNow launched Otto, a unified AI experience merging Now Assist, Moveworks, and AI Experience to route and execute cross-department work, alongside an expanded AI Control Tower for governing agents enterprise-wide. ServiceNow's AI business crossed $1 billion in annual contract value in Q2 2026, and the stock climbed roughly 28% in a single month on AI momentum (ad-hoc-news, September 2026).

Workday

Workday is unifying workforce management, HR, and payroll on a single AI platform, embedding agentic “teammates” that pair AI reasoning with deterministic HR/finance data and enterprise guardrails. A new Neeyamo partnership extends India payroll integration, while Workday's own research warns most companies are “leaving AI gains on the table” (Workday Blog, September 2026).

Microsoft 365

Copilot Cowork reached worldwide general availability, adding agentic multi-tool work, Edge web browsing, nine live partner plugins (eight more coming with Dynamics 365), and new cost-management controls as Cowork billing begins. OpenAI's GPT-6 Astra joined Copilot Cowork and Copilot Studio's model lineup starting September 4 (A Guide to Cloud, September 2026).

Databricks

September release notes show LakeFlow pipelines can now set maintenance windows for platform updates, and Zerobus Ingest entered public preview. Unity Catalog added Beta ABAC DENY policies (blocking access-control changes even by object owners) and metastore-level ABAC policies for org-wide governance, plus citation generation in the ai_search function (Databricks docs, September 2026).

🤖 AI in the Enterprise

  • Microsoft says Wipro reports 95%+ monthly active Copilot usage and Infosys over 91%, among the highest publicly disclosed enterprise adoption rates (Luminix, 2026).
  • ServiceNow's new Otto experience merges Now Assist, Moveworks, and AI Experience into one task-routing layer, alongside an expanded AI Control Tower for agent governance (ServiceNow Newsroom, 2026).
  • Salesforce debuted Koa, its own reasoning model, and Agentforce Coworker (GA) at Dreamforce 2026 (GPTfy, 2026).
  • Workday is rolling out agentic AI “teammates” across HR, finance, and payroll workflows under enterprise guardrails (Workday Blog, 2026).
  • Hype vs. reality: 88% of organizations now use AI in at least one function, but only 39% report enterprise-level EBIT impact; McKinsey's 2026 survey finds 62% are experimenting with agents yet only 23% have scaled agents in even a single business function, and just 6% have fully implemented agentic AI enterprise-wide (enterprise AI adoption framework, 2026).

✅ Implementation Wins & Losses

  • Win: A seven-hospital health system's S/4HANA go-live (with a Big Four integrator) cut financial close from 8 days to 3, hit 98.6% data accuracy, reached 87% Fiori adoption within 60 days, and eliminated 2,400+ manual journal entries per month via embedded AI (SAPinsider, 2026).
  • Loss: Zimmer Biomet's $69 million Deloitte-led S/4HANA rollout (live July 2024) has been linked to roughly $75 million in annual revenue decline from shipment delays (Panorama Consulting, 2026).
  • Loss: Birmingham City Council's troubled replacement of SAP with Oracle Fusion has been cited as a contributing factor in the council's 2023 bankruptcy declaration, still reverberating in 2026 remediation reviews (CIO, 2026).
  • Loss: Marin County, CA is pursuing a $30 million lawsuit against SAP after spending $18.6 million on an ERP implementation meant to simplify HR and finance (Panorama Consulting, 2026).
  • New 2026 research puts manufacturing ERP failure/overrun rates near 73%, with average cost overruns of 215% (Godlan, 2026).

⚠️ Threats & Risks

  • A ShinyHunters-linked social-engineering (voice phishing) campaign against Salesforce-connected CRM data has also hit Workday, exposing business names, emails, and phone numbers (no core HR/payroll data accessed) (Dark Reading, 2026).
  • McGraw Hill confirmed in April 2026 that attackers accessed data via a misconfigured Salesforce-hosted webpage, part of a broader wave of Salesforce-environment misconfiguration attacks (Integrity360, 2026).
  • A supply-chain attack on AI infrastructure (Team PCP group) hit an estimated 434,000 CI/CD pipelines, called the largest AI-infrastructure breach of 2026 so far (CX Today, 2026).
  • M&A consolidation: Hg Capital is acquiring OneStream for $6.4 billion; SAP completed its Dremio and Prior Labs acquisitions in July to build an agentic-AI data foundation and has separately agreed to acquire MDM vendor Reltio (SAP News, July 2026).
  • 94% of IT leaders now say they fear vendor lock-in, and 42% are considering moving workloads back on-premises to escape cloud/ERP dependency (Parallels, 2026).

▶️ YouTube Picks

Build the Agentic Enterprise | Developer Keynote, Dreamforce 2026

Salesforce Developers — Live demos of Headless 360 and the newest Agentforce/AI tooling straight from Dreamforce 2026, useful for seeing what's actually shipping versus keynote hype.

6 New Microsoft Copilot Features You'll Want to Try (September 2026)

Microsoft Mechanics — A tight, engineer-led rundown of this month's actual Copilot/Cowork feature drops, good for admins deciding what to roll out now.

SAP Certification in 2026! | Free For Students

SAP Learning — Walks through the free student certification path right as SAP's exam format itself is shifting to performance-based testing, timely for anyone starting an SAP career track.

🎓 Training & Certification Finds

  • SAP has fully moved certification exams to performance-based formats (System-Based and Scenario-Based Assessment) — open-book, with access to SAP Help, Learning site, and Joule for Consultants during the exam (CIO, 2026).
  • ServiceNow's CIS-Data Foundation certification is free through June 30, 2026, and is becoming a prerequisite for its Enterprise Architecture accreditation; a free hands-on “Zero to Certified” admin course is also available via Now Learning (ServiceNow Community, 2026).
  • Salesforce is retiring 24 certifications on February 1, 2027 (last exam date August 31, 2026) and renaming 16 others to reflect Agentforce branding, effective July 24, 2026 (Salesforce Ben, 2026).
  • The Salesforce Platform Administrator exam now weights “Agentforce AI” at 8% of the score and raised Data & Analytics Management from 14% to 17% (Salesforce Ben, 2026).
  • Microsoft is retiring 11+ certifications (including AI-102, DP-100, PL-200, AZ-800/801) between April and September 2026, replacing them with AI-focused exams like AI-300, AI-103, and AB-410 as it rebuilds credentials around agentic AI (vladtalkstech, 2026).
Enterprise Software Intel — Week of September 17, 2026

🏢 Platform News

S/4HANA

2026 is being called the last viable on-ramp before ECC mainstream support ends Dec 31, 2027, with brownfield/greenfield/bluefield paths in play and consulting rates projected to rise 10–20% as S/4HANA talent tightens; moving to Cloud ERP Private Edition can extend compatibility mode to 2030 (Computer Weekly, September 2026).

Joule

SAP shipped Joule Studio 2.0 at Sapphire 2026 with roughly 200 domain-specific agents after early Studio adoption underwhelmed; Joule Work reaches GA in Q4 2026 with LiveKit voice and MCP/A2A support for third-party agents (SAP News, May 2026).

SAP Analytics Cloud

Recent updates add data-entry validation events, native Snowflake connectivity, and deeper Joule-driven natural-language story generation, continuing convergence with Datasphere (SAP Community, 2026).

SAP Integration Suite

The Q2 2026 release added API-Centric Integration and an MCP Gateway built into a new Integration Cell runtime, positioning the suite as connective tissue for agentic AI; IDC measured 368% ROI with an 8-month payback (SAP Community, Q2 2026).

SAP Build

Build Apps is being retired effective March 23, 2026 (existing contracts unaffected), while Work Zone standard edition gains Joule-powered personalized recommendations — watch how SAP repositions low-code post-sunset (SAP Community, 2026).

WalkMe

The Q3 2026 release (live Aug 31) added AI Authoring, a four-step agentic workflow, plus expanded Contextual AI Assistance and AI-generated Learning Arc content (WalkMe, August 2026).

Signavio

Named a Leader in Gartner's new Magic Quadrant for Process Intelligence Platforms; the May 2026 release introduced Process Networks, Process Atoms, and object-centric mining alongside Joule natural-language search (SAP News, May 2026).

LeanIX

Repositioning from EA repository to the governance backbone of SAP's Autonomous Enterprise, now hosting the new AI Agent Hub with AI-assisted application-rationalization insights (LeanIX, 2026).

BTP

Sapphire 2026 unveiled the SAP Business AI Platform, consolidating BTP, Business Data Cloud, and Business Transformation Management into context/build/governance layers; the AI Agent Hub governance layer reaches GA in Q3 2026 (SAPinsider, 2026).

IBP

The IBP 2605 release strengthened Planner Workspaces and real-time Harmonized Planning Area integration, added Vendor Managed Inventory support, and is rolling out a new Supply Chain Orchestration capability with Joule integration (SAPinsider, May 2026).

BRIM

A quiet week for Billing & Revenue Innovation Management specifically; the EU AI Act's obligations from August 2026 are adding compliance work that touches finance/billing processes — worth watching for subscription-billing AI features later this year (SAP Community round-up, 2026).

Cloud ALM

Sapphire 2026 announced seven new migration/modernization assistants (system analysis, custom code, data, config, process, testing, adoption) in an agent-led toolchain, and Cloud ALM is becoming the observability hub for AI agents under the new Agent Hub (SAP News, June 2026).

Salesforce

Salesforce expanded Agentforce on Sept 11 with new "job-ready" agents and simplified Core/Advanced/Max editions; the Adecco Group announced (Sept 15) rolling Agentforce Coworker out to 27,000 staff across 40+ countries, citing 35–40% recruiter time savings, timed to Dreamforce 2026's Sept 15 keynote (Salesforce Newsroom, September 2026).

ServiceNow

September's release reworked Studio's agent-build experience, and ServiceNow Otto — unifying Now Assist, Moveworks, and AI Experience — is positioned as intent-routing across departments; BTIG raised its price target to $170 on Sept 7 (ServiceNow Community, September 2026).

Workday

WD2026R2, the second bi-annual feature release, went live Sept 19; Workday named former Google exec Sarah Kennedy Ellis as CMO on Sept 10, days after shares spiked 25% on a Silver Lake take-private report (CNBC, August 2026).

Microsoft 365

September updates center on Copilot in SharePoint gaining reusable cross-app skills, a redesigned chat-centric Copilot in Teams with new Work IQ controls, and Copilot Notebooks expanding to Power BI, CSV, and image references (Microsoft Tech Community, September 2026).

Databricks

September release notes show Unity AI Gateway now hosting Anthropic Claude models, Genie One gaining public web search with cited sources and OpenAI-model support, and the Supervisor API (Beta) reaching end-of-life Sept 30 (Databricks docs, September 2026).

🤖 AI in the Enterprise

  • Gartner forecasts 40% of enterprise apps will embed task-specific AI agents by end of 2026, up from under 5% in 2025 (PYMNTS, 2026).
  • 97% of executives say their company deployed AI agents in the past year, but only about 31% run one in production — most stall at pilot (WRITER, 2026).
  • Enterprises abandoning AI initiatives jumped from 17% to 42% in a year, and the average org scraps 46% of proofs-of-concept before production (BeamSec, 2026).
  • SAP reversed its cloud-only stance, bringing Joule Work to on-prem ECC/S4 customers, with a Microsoft 365 Copilot ↔ SAP Joule agent-to-agent link planned (SAVIC Technologies, 2026).
  • Hype vs. reality: only 21% of organizations have mature governance for autonomous agents and 52% cite data quality as the top blocker — deployment headlines like Adecco's 27,000-seat Agentforce rollout read as momentum, but governance and data readiness, not model capability, are what's actually gating value.

✅ Implementation Wins & Losses

  • Gartner: over 70% of ERP implementations fail to fully meet original business goals, 1 in 4 fail catastrophically, and manufacturing ERP projects average 215% cost overruns (Godlan, 2026).
  • McKinsey finds only 20% of companies capture more than half the expected value from their ERP investment; Prosci finds change-management factors matter 6x more than technical ones (Godlan, 2026).
  • The Adecco Group's Agentforce Coworker go-live across 27,000 employees in 40+ countries is a concrete named win, with recruiters reporting 35–40% time savings (AI News, September 2026).
  • A multi-hospital S/4HANA implementation spanning seven hospitals, a shared-services org, and a Big Four firm is targeting a mid-2026 go-live — illustrative of real-world timeline complexity, though outcome data isn't in yet (SAPinsider, 2026).

⚠️ Threats & Risks

  • Oracle's 2026 breach across OCI, EBS, and Oracle Health exposed millions of credentials and patient records, surfaced largely by independent researchers rather than internal disclosure (dexpose, 2026).
  • Craneware, the Edinburgh healthcare financial-software firm, disclosed unauthorized access to a data environment to the London Stock Exchange on July 20, 2026 (BrightDefense, July 2026).
  • EY disclosed a breach exposing SSNs, account data, and health-plan information accessed between Dec 22, 2025 and Jan 15, 2026 (BrightDefense, 2026).
  • 89% of enterprises now run multi-cloud partly to avoid vendor lock-in, and 68% of CIOs plan vendor consolidation in 2026; M&A is accelerating with Google/Wiz ($32B), Salesforce/Contentful, and Thoma Bravo/Dayforce ($12.3B take-private) among the year's deals (BuzzClan, 2026).

▶️ YouTube Picks

Dreamforce 2026 Main Keynote

Salesforce — Benioff's Sept 15 keynote on the "Agentic Enterprise," the fullest single view of Salesforce's AI positioning this year.

Now Assist Complete Demo — Part 1 | ServiceNow AI Series 2026

ServiceNow Community — a hands-on walkthrough of Now Assist capabilities from an ongoing free video series.

🎓 Training & Certification Finds

  • SAP finished shifting to performance-based, open-book certification exams by end-March 2026 — candidates can now reference SAP Help Portal, SAP Learning, and even Joule during exams (SAP Community, 2026).
  • Salesforce is retiring 24 certifications effective Feb 1, 2027 (registration cutoff July 24, 2026); 16 certs were renamed the same day, with "Agentforce" now in 9 of 16 names (Salesforce Ben, 2026).
  • ServiceNow's Certified Implementation Specialist — Data Foundations exam is free through June 30, 2026, alongside its full on-demand Now Learning catalog (ServiceNow Community, 2026).
  • Microsoft is retiring 12 role-based certifications June–September 2026 in its largest overhaul since 2019 (DP-100, AI-102, AZ-204, AZ-500 among them), while launching 17 new AI/agentic-focused certs since February (vladtalkstech, 2026).