Cloud, AI, and S/4HANA: Costs as a Cross‑Cutting Challenge for Enterprises

Will migrating to S/4HANA deliver business benefits? Among SAP’s French-speaking customers, expectations are waning. At least according to satisfaction surveys conducted by their representative association, USF.

In 2022, 26% said they were considering S/4HANA for this reason. Two years later, that share had fallen to 23%. This year, it stands at 20%.

On the ERP Cloud offering—another angle, but the same trend—the business benefits are the main motivation for only 6% of respondents. Most (61%) say it is primarily about aligning with SAP’s strategy.

They are 67% to say the same about S/4HANA; 44% point to the obsolescence of existing SAP systems (+3 points compared to 2024). In any case, 31% have now completed their migration, up from 14% two years earlier. In the background, the end of maintenance for ECC 6 in 2030. In the previous survey, 48% of organizations judged this deadline unsuitable. They are today only slightly fewer (45%).

Cost concerns are becoming more and more evident

When SAP users are asked to name the barriers to migrating to S/4HANA, costs consistently receive the most votes, and this is rising: from 63% in 2022, to 70% in 2024, then 74% in 2026. Following this is the difficulty of demonstrating the benefits of projects (59%, vs 57% in 2024).

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For Cloud ERP, the USF does not talk about barriers but uncertainties. Pricing remains the top concern. 47% of respondents worry about project costs; 54% worry about ongoing costs (32% say they have clear visibility into the TCO over five years). They are also 42% to fear a loss of autonomy from SAP. And, in the same vein, only 6% consider reversibility guarantees to be sufficient.

Integrated AI, deemed economically uninteresting

Among those familiar with Cloud ERP offerings, 36% still signed a contract (vs 13% in 2024) and 16% have completed deployment.

The rollout of integrated AI is less advanced. 9% of organizations have deployed use cases in their environment, even as they recognize advantages in exploiting structured data (47%), in process automation (39%) and in usability (38%). It should be noted that the licensing model attracts only 12% favorable opinions. More broadly, only 4% of respondents perceive an economic advantage compared with external AI solutions.

SAP as a lever for savings: satisfaction rate declines

Alongside rising concerns about costs, fewer organizations report satisfaction with the savings achieved through SAP. Specifically, 26%, down from 33% in 2024. They are also less satisfied with the speed of project implementation (21%, down from 26%).

Concomitantly, fewer customers describe their commercial relationship with SAP as a trust-based partnership (16%, down 3 points). And more believe that it rests mainly on the editor’s pursuit of financial gains (49%, up 10 points, returning to the level seen at the end of the 2010s).

* Of the 450 member companies and administrations, 154 participated. In 2024, USF had obtained 134 responses.

Dawn Liphardt

Dawn Liphardt

I'm Dawn Liphardt, the founder and lead writer of this publication. With a background in philosophy and a deep interest in the social impact of technology, I started this platform to explore how innovation shapes — and sometimes disrupts — the world we live in. My work focuses on critical, human-centered storytelling at the frontier of artificial intelligence and emerging tech.