Summary
This document is a report that assesses the competitive landscape for providers in the U.S. SAP ecosystem as of April 2026. It evaluates their capabilities, market positioning, and execution across various services, including advisory, implementation, and managed services. The report specifically covers five quadrants: SAP S/4HANA System Transformation for Large Accounts, SAP S/4HANA System Transformation for Midmarket, SAP Application Managed Services, SAP Business AI and Business Technology Platform Services, and Managed Cloud Services for SAP ERP. The findings indicate a shift in U.S. enterprises towards clean core and AI-first delivery models that demonstrate business value quickly. The report outlines the urgency for enterprises to modernize while maintaining financial discipline, highlighting the challenges faced by SAP in converting its large installed base to S/4HANA. It also discusses the varying urgency for migration based on industry regulations and the importance of pragmatic modernization without disruption. Additionally, it details the dynamics of provider strategies and the operationalization of clean core principles in the SAP ecosystem.
