SAP has faced numerous challenges in recent years, but three big ones stand out: moving its on-premises products to the cloud; convincing customers to adopt its current ERP platform, S/4HANA Cloud; and meeting the unprecedented demand for artificial intelligence by developing practical AI applications.

SAP touted significant progress on all three fronts at its annual Sapphire conference, which was held on consecutive weeks this month, first in Orlando and then in Madrid. It repositioned S/4HANA Cloud ERP as a mix-and-match, AI-infused "business suite" – a throwback to the brand name of its previous ERP flagship. It augmented its primary data platform, Business Data Cloud, with prebuilt, composable applications that combine data products with AI and simulation features. And it embedded the Joule AI co-pilot in more business processes across the application suite, making it more autonomous and omnipresent as a user-friendly interface to ERP.

The result, SAP claimed, is an integrated "flywheel" of AI, data and apps that feed off each other to accelerate digital transformation.

While reaction was generally positive, it was leavened with the wait-and-see attitude that is typical after the ambitious promises and glitzy presentations of a software conference. SAP still has integration and data management work to do if the components of the business suite – especially cloud platforms like Ariba and Concur that it acquired – are to work seamlessly together.

In the podcast, three Informa TechTarget editors offer their analysis of Sapphire developments and observations from the Orlando and Madrid events: Jim O’Donnell, news director at SearchSAP; Brian McKenna, enterprise applications editor at London-based ComputerWeekly; and industry editor David Essex.

Other topics discussed include:

• how far SAP has progressed in its AI, cloud and S/4HANA migration efforts
• interviews with SAP executives and partners at the conference
• why integration with SAP’s digital adoption platform, WalkMe, could make Joule more autonomous and personalized

Host: David Essex, Industry Editor, Informa TechTarget

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An emerging technology called spatial computing combines virtual reality and augmented reality to enable location-aware digital interaction with the real world. It has big potential, but practical applications have been slow to arrive. A new offering from Dassault Systèmes, a French maker of 3D design software, could begin to change that.

Called 3DLive, the new app, expected in summer 2025, integrates the vendor's 3DEXPERIENCE product development and collaboration platform with the Apple Vision Pro mixed-reality AR/VR headset to create a "virtual" twin of a product -- an immersive, information-rich type of digital twin created in 3DEXPERIENCE -- that appears to exist in the user's physical space. The headset's cameras, sensors and tracking technology collect real-time data and allow the twin to interact with the physical world.

Dassault Systèmes claims the result is a scientifically accurate virtual twin that companies can use to test a product's viability. For example, an engineer could use it to confirm -- in actual size -- that a new piece of industrial equipment will fit in the available space or estimate the effect of heating and cooling systems. Besides product development, the technology has other applications, including team collaboration, workforce training and knowledge sharing.

In the podcast, Tom Acland, CEO of Dassault Systèmes' 3DEXCITE brand, explains how 3DLive works, shares some likely use cases and gives his take on where spatial computing could go in the future.

Acland, based in London, has held the CEO role since 2020 and has a background as co-founder or manager at various startups, including COBI.Bike, which developed IoT mobility systems for bicycles and was later acquired by Bosch eBike Systems, where Acland served as product owner.

Other topics discussed in the podcast include:

• how virtual twins differ from digital twins
• Dassault Systèmes' engineering partnership with Apple
• new capabilities enabled by virtual twins' interaction with their environment

Host: David Essex, Industry Editor, Informa TechTarget

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For two glorious years, generative AI held sway as the AI darling among ERP vendors. But impressive as Gen AI might be, it's mostly limited to generating content and not really capable of the process management and decision making needed to reach the holy grail of AI: Fully autonomous artificial intelligence.

That level of technological innovation is the promise of so-called agentic AI: smart "agents," such as AI-driven chatbots and robotic process automation (RPA), that can perform tasks autonomously, make decisions and learn from experience. In recent months agentic AI has become the new vanguard of AI innovation in business applications. Major vendors, among them Salesforce, Oracle and SAP, have eagerly rolled out agentic AI to their customers.

In the podcast, Brian McKenna, enterprise applications editor at Informa TechTarget's London-based ComputerWeekly, reports on the latest AI trends and shares his takeaways from conferences he attended this month: the Salesforce TDX 2025 developer conference in San Francisco, followed by Oracle and NetSuite conferences in London.

McKenna covers business applications, information management and cybersecurity topics for ComputerWeekly. He holds a degree in History and English from the University of Glasgow and a doctorate from the University of Oxford.

Other topics discussed in the podcast include:

• the strong similarities between the agentic AI approaches of Salesforce and Oracle
• NetSuite's more cautious approach to agentic AI
• how these AI offerings compare to those of SAP, the ERP market leader

Host: David Essex, Industry Editor, Informa TechTarget

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