SAP and Enterprise Trends Podcasts from Jon Reed (@jonerp) of diginomica.com – Details, episodes & analysis

What is the state of SAP in April 2026? The markets have one take - but is that the whole story? What if we frame this in terms of customer priorities and value instead? And how does the enterprise AI story factor in - with the "garbage in, garbage out" data issue firmly in mind? That's plenty of fodder for our first air-it-out 'State of SAP' review in six months. (Though there is also our live ASUG Talks sessions with live customer Q/As since then). This podcast begins differently - Jon Reed had an opening ventilation in store for Geoff Scott and Josh Greenbaum to riff on. From there, we follow on our unscripted way, into SAP's AI strategy - and what individuals (and customers) should do in the face of global volatility and tech disruption. Along the way, we address two of SAP's major news items as well: the Reltio acquisition, and Thomas Saueressig's move into Chief Customer Officer on the SAP Executive Board. This podcast is intended to set the stage for SAP Sapphire Orlando and the co-located ASUG Annual Conference, where will we be taping live again.

When you issue research that says things like this, you have my attention: "Instead of simplifying, many organizations are doubling down on complexity in the name of AI. This is where the story takes a turn. AI has become the top priority for modernizing customer service, but it's also exposing just how broken the underlying data layer really is." Rebecca Wettemann of Valoir released fresh CX research that laid out the siloed predicaments CX (and contact center) teams are facing. But what should enterprises do about it? And why do we keep pursuing sexy AI solutions that won't get results - until we deal with the underlying data/people/silo problems? At Oracle AI World New York City, I hashed out these issues with Wettemann live during an event pit stop. (We also recorded a halftime recap of the Oracle AI event and agentic apps news, which was released as a separate podcast). Note: you can see the Valoir CX research summary/reveal on diginomica: https://diginomica.com/pursuit-customer-holy-grail-why-organisations-must-finally-tackle-cost-dis-connected-cx).

On the second full day of the Acumatica Summer 2026, Josh Greenbaum crashes the show with Jon to make sense of Acumatica's cloud ERP customer impact as the AI plot thickens. We get into our candid talks with customers, partners and Acumatica leadership, and what we found in our own session crashing also. (Brian Sommer was not able to make it in person, look out for a virtual show review with Brian soon).

On July 20, 2023, during SAP's Q2 earnings call, SAP CEO Christian Klein made bold statements regarding the future of SAP innovation - in particular RISE, AI, and why SAP's close relationship with customers, including opt-in customer data, give SAP an AI advantage (and premium AI pricing). It is our view that these statements constitute a notable change/evolution in innovation strategy that warrant debate, user group dialogue - and discussion on how customers should track these issues.

Since Klein's earnings call statements, other executives inside of SAP have re-iterated and provided more context to these statements. These points are not necessarily firm policy yet, but are definitely messaging to look hard at. Since that time, along with my podcast guests Geoff Scott, CEO ASUG, and analyst Josh Greenbaum, we've had a chance to clarify these points and press questions. We don't have all the answers, and this is still unfolding, but we now have enough information to have an informed debate with our own views.

Some of the hottest issues, such as AI pricing, reflect a surging market that has not yet gelled around the value of AI and what that will look like for customers. These AI pricing/value issues are not unique to SAP, but warrant scrutiny nonetheless. We taped this podcast as a way of letting listeners know what we've learned so far, and to lay out the questions we can pursue across SAP events this fall, culminating in SAP TechEd India, virtual SAP TechEd, and ASUG TechConnect New Orleans, which occur across the same times in November.

Strong opinions are declared in this podcast but we do want to point out that SAP may yet shift and further clarify the policies we are debating. Those customers with specific questions should not treat this podcast as definitive, but contact SAP with open questions. We would also like to thank DSAG for providing their views, some of which are incorporated here. Also a thank you to our various contacts at SAP, who worked hard to get us the most current information that is publicly available.

They may not agree with our opinions, in fact we are pretty certain they will not, but we are much better informed due to SAP's efforts, and SAP's willingness to engage in an important community dialogue. Any inaccuracies will be corrected in the podcast description, but these topics are too important to wait for perfect information, some of which is likely to be tied to event announcements this fall, yet to be made public.

We expect to regroup with a shorter podcast later this fall to discuss what we learned at those events. Finally, we did cover, in brief, our initial takes on SAP's LeanIX acquisition, though we are out of time for a thorough review. This discussion relies almost entirely on published information in our prior blog posts, and in other news stories and transcripts:

Geoff: https://www.asug.com/insights/asug-ceo-we-will-clarify-and-communicate-saps-cloud-strategy-for-our-community

Josh: https://www.linkedin.com/posts/joshuagreenbaum_read-the-full-story-now-activity-7092925003704266754-eN4b/

Jon: https://diginomica.com/generative-ai-disruptions-rise-and-grow-thomas-saueressig-reveals-next-steps-saps-ai-strategy

DSAG: https://dsag.de/presse/on-premise-customers-cut-off-from-innovations/

Okay, bring your popcorn and saltiest commentary - it's the debut of the enterprise month in review with Brian Sommer and yours truly. In this edition, we are joined by Hyoun Park of Amalgam Research to discuss his important post on Zoom's terms of service issues, and the implications for customers considering AI moves in the enterprise. In each edition of this show, we'll each pick our top stories of the month (and why), and the underrated story that got lost in the hype. We'll pick our most loathed tech buzzword of the month - so will you - and our worst PR pitch. A surprise guest may crash the party - perhaps it will be you. We'll send you on your way with a project tip or two. If you like uncensored, unsponsored podcasts like this one, leaving me a strong review on a popular podcast platform makes a world of difference; thanks for listening.

Companies are whiffing on ESG - but why? Regulatory requirements bring added pressure, but the incentive to change goes well beyond that - as a new wave of ESG vendors demonstrate. This is now well beyond reporting. It's tracking/managing ESG in real-time across supply chains. Join Brian Sommer for his ESG research preview/reveal session - and bring your best/toughest questions. Bonus: for the final third of the show, sustainability expert Tom Raftery joins the show to weigh on in how the ESG market is changing - and why. Note: if you like this type of unscripted, uncensored enterprise podcast, reviews on the popular podcast platforms are the best way you can help me.

Returning champ Maureen Blandford is back, but much has changed. Now she's a founder of Serendipitus - and she's got some tough love talk (and data insights) into why digital transformations fail. Join our interactive, no filter discussion as Maureen takes us through the top digital transformation botches, and what we're gonna do about it. No buzzword (or tech event) is safe, as life as a female founder tends to surface a lot of industry BS - and we're gonna call it out on Friday. Let's do this...

Enterprise video can be effective - or a true yawner. Join special guest Brent Leary as we discuss the highs and lows of enterprise video, and the secrets of his portable video gear and Playaz Production Network adventures with Paul Greenberg. We're also going to hash out the AI for video editing use case, share recent experiments - and the best options out there. As always bring your questions and Friday attitude... Note: the video version, if you want to see the pics of Brent's setup, can be found on youtube.com/jonathanwreed. If you want more unfiltered/unsponsored enterprise content like this, consider giving me a rating on your fave podcast site. thx.

Enterprise spring events were a generative AI carnival - but did we learn anything customers can use now? Forget keynote reviews - what did customers learn that can actually help them compete in a spank tunnel economy? Let's have an informal rehash shall we? There was enough generative AI hype to create a circus, but did we actually learn anything customers can use? Let's hash this out. Jon also hands out letter grades for event achievements, and lack thereof. Also check the itunes channel for the full podcast archives.

We're back, and about to go live - What is MACH-washing? Why is it worse than cloud-washing? No one better than Phil Wainwright to discuss, fresh off a deep dive into headless architectures and the MACH Alliance show. We discuss the hype around the micrservices enterprises, including Amazon's recent decision to retreat from microservices for a Prime Video use case. As part one ends, Brian Sommer challenges Jon and Phil to a wardrobe duel, and we begin our generative AI discussion.