Executive Summary
Organizations are entering a new phase of AI adoption. The challenge is no longer whether AI can generate content, summarize information, or answer questions. Instead, organizations are focused on how AI can produce measurable operational outcomes across complex business environments. An AI platform that provides conversational interactions can help improve individual productivity, while broader benefits depend on deploying more advanced skills and agents across repeatable business processes. Achieving those benefits requires sufficient process standardization, data readiness, integration, governance, and user adoption.
SAP Joule provides AI capabilities across enterprise business applications, data, and workflows, including through SAP Joule Work, SAP’s AI engagement and execution layer. Joule offers a range of capabilities, including conversational access to SAP information and AI-assisted workflow execution. Rather than functioning solely as a conversational assistant, Joule provides a common interface through which employees can access business information, initiate actions, and interact with AI-powered workflows across SAP and selected third-party systems. Its role is to reduce the effort required to navigate complex enterprise environments and connect users with relevant data, processes, and automation capabilities. Joule also supports AI-assisted workflow execution through skills and agents that can operate across repeatable business processes. Effective use of these capabilities may depend on factors such as process standardization, data readiness, integration, governance, and user adoption.
SAP commissioned Forrester Consulting to conduct a Total Economic Impact™ (TEI) study and examine the potential return on investment (ROI) enterprises may realize by deploying Joule. The purpose of this study is to provide readers with a framework to evaluate the potential financial impact of Joule on their organizations.
Key Statistics
69% – 275%
Projected return on investment (PROI)
$9.8M – $21.7M
Projected benefits present value (PV)
$4.0M – $15.9M
Projected net present value (PNPV)
To better understand the benefits, costs, and risks associated with this investment, Forrester interviewed eight decision-makers and surveyed 160 respondents with experience using Joule. For the purposes of this study, Forrester aggregated the experiences of the interviewees and survey respondents and combined the results into a single composite organization, which is an enterprise organization with 50,000 employees and 8,000 Joule license holders.
Interviewees said their organizations generally began their AI journeys with isolated productivity tools, reporting solutions, and manual process automation initiatives before expanding toward more integrated enterprise AI strategies. As business complexity, transaction volumes, and user expectations increased, the organizations faced growing challenges associated with navigating enterprise systems, locating information, executing routine processes, and coordinating work across business functions. Many also sought ways to improve workforce productivity, enhance decision-making, and support organizational growth without requiring equivalent increases to staffing.
Against this backdrop, the organizations adopted SAP Joule to simplify access to enterprise data, reduce manual process execution, and embed AI into existing business workflows. Initial deployments typically focused on conversational access to information, reporting, and employee self-service use cases before expanding to procurement, HR, finance, supply chain, SAP project delivery, and agent-driven workflow automation. As adoption matured, the organizations increasingly viewed Joule not simply as an employee productivity tool, but as a platform for scaling operations, improving process execution, strengthening governance, and enabling more autonomous business processes. Many interviewees indicated that their use of Joule is beyond information retrieval toward AI-supported decision-making and agentic execution of end-to-end business processes, with employees focused on higher-value planning, judgment, and exception management activities.
Key Findings
Forrester aggregated the experiences of the interviewees and survey respondents and combined the results into a single composite organization. Results for other organizations may vary depending on deployment maturity, process coverage, and Joule capabilities used.
Quantified benefits. Quantified benefits for the composite organization include:
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A 40% to 80% reduction in business-process execution time through agent-enabled workflow execution. Joule reduces the composite organization’s number of manual process steps, automates routine activities, and accelerates workflow completion across repetitive, transaction-intensive business processes, which improves the organization’s operational throughput while shortening process cycle times and reducing administrative effort.
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A 12% to 28.8% reduction in incremental hiring avoided through additional capacity created by Joule-enabled use cases. Joule automates the composite organization’s routine activities, enabling its employees to handle growing workloads without proportional increases in staffing. This helps increase the organization’s workforce capacity and allows personnel to focus on higher-value activities while supporting organizational growth with existing resources.
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A 15% to 33% reduction in time spent gathering information through conversational assistance. Joule provides the composite organization’s employees with contextual access to enterprise knowledge and operational data, which reduces the time they spend searching for information, navigating enterprise applications, generating reports, and obtaining answers to routine business questions. As a result, employees complete information-intensive tasks more efficiently and devote more time to analysis, decision-making, and business execution.
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A 20% to 40% reduction in external planning and design resources through SAP-specific knowledge assistance. Joule provides the composite organization’s consultants, architects, business analysts, and project teams with access to SAP-specific knowledge, helping them evaluate requirements, develop implementation artifacts, and accelerate design activities while reducing the time they spend on research, documentation, fit-to-standard analysis, and solution planning. This shortens the organization’s project timelines and improves productivity for its SAP delivery teams.
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A 20% to 50% reduction in process errors and rework through agent-enabled, governed execution. Joule standardizes the composite organization’s process execution according to predefined workflows, business rules, and approval structures and reduces its dependence on manual intervention. This helps improve process consistency, reduce errors and rework, strengthen compliance, and increase confidence in operational outcomes.
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A 2% to 8% improvement in inventory carrying costs through Joule-supported supply-chain decisions and broader process automation. Joule enhances the composite organization’s planning, inventory management, exception handling, and procurement execution by improving visibility, accelerating decision-making, and automating selected operational activities, enabling it to improve supply chain efficiency, reduce operational bottlenecks, optimize inventory utilization, and support more responsive business operations.
Unquantified benefits. Benefits that provide value for the composite organization but are not quantified for this study include:
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Improved decision-making and business insight. Interviewees said Joule improved how employees access information, understand business conditions, and make operational decisions. The composite uses it to reduce information friction and enable users to interact with business data through natural-language experiences, leading to faster and more informed decision-making across functions.
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Enhanced employee experience and self-service. Interviewees explained that Joule made business systems easier to use, which reduced administrative friction and enabled more self-service interactions. The composite’s employees gain the ability to complete common tasks more independently and they spend more time on strategic work, improving the organization’s employee experience.
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Greater organizational agility and workforce transformation. Interviewees described AI as an organizational transformation capability rather than a standalone productivity tool. For the composite, Joule supports new operating models by helping employees focus on judgment, planning, and business-value activities while routine work becomes increasingly automated.
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Accelerated AI adoption and innovation at scale. Interviewees noted that Joule helped accelerate broader AI adoption by providing a practical entry point to integrate AI into everyday work. The composite uses it as a catalyst to build AI skills, encourage experimentation, and expand enterprise innovation initiatives.
Quantified costs. Quantified costs for the composite organization include:
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Joule licensing and professional services costs for deployment and ongoing management. The composite organization pays $1.6 million per year for Joule premium licensing. It also initially incurs $500,000 for external implementation professional services and pays $100,000 per year for ongoing management professional services support.
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Internal resources for data modernization and ongoing AI management. The composite organization uses internal resources worth $500,000 during deployment to unify its internal data structures and IT environment for Joule adoption. It also incurs annual costs of $100,000 for internal ongoing management of AI deployments.
Forrester modeled a range of projected low-, medium-, and high-impact outcomes based on evaluated risk. This financial analysis projects that the composite organization accrues the following three-year net present value (NPV) for each scenario by enabling SAP Joule:
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Projected high impact of a $15.9 million NPV and projected ROI of 275%.
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Projected medium impact of an $8.8 million NPV and projected ROI of 152%.
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Projected low impact of a $4.0 million NPV and projected ROI of 69%.
Three-Year Projected Financial Analysis For The Composite Organization
The SAP Joule Customer Journey
Drivers leading to the Joule investment
Interviews
| Role | Industry | Region | Annual revenue | Number of employees |
|---|---|---|---|---|
| HR manager | Manufacturing | Global (HQ: US) | $4.7 billion | 19,000 |
| Head of SAP Europe practice | IT | Global | $7 billion | 150,000 |
| Group chief operations officer, HR | Financial services | Africa | N/A | 20,000 |
| CTO advisor | Pharmaceutical | Global | $63 billion | 80,000 |
| CTO | Telecommunications | Europe | $25 billion | 90,000 |
| Director of SAP delivery | Professional services | Global | N/A | 275,000 |
| Global director of IT | Wholesale | Global (HQ: US) | $1.4 billion | 3,100 |
| Head of enterprise technology strategy | Healthcare technology | US | $3 billion | 15,000 |
Key Challenges
For this study, Forrester interviewed and surveyed representatives of organizations using or evaluating SAP Joule across their SAP environments including SuccessFactors, S/4HANA, Concur, procurement-related applications, and SAP transformation programs. The organizations generally operated in mature enterprise application environments and were assessing how Joule could improve access to information, reduce manual work, assist with process execution, and support broader AI adoption.
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Large, complex enterprise application environments. Interviewees said their organizations had broad SAP footprints, large user populations, and business processes spanning HR, finance, procurement, and supply chain. The prior environments were sets of enterprise systems and recurring business processes where employees, managers, HR teams, and IT teams already needed to retrieve information, complete workflows, request support, and coordinate across functions. Employees had to navigate across systems and data sources to complete work, and business processes often required manual coordination, exception handling, approvals, and reconciliation.
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Uneven AI adoption. Most interviewees reported that their organizations were already exploring AI, but their programs varied in maturity. Some had formal AI offices or AI innovation teams; others were piloting AI capabilities within specific SAP or business functions. The CTO at the telecommunications organization indicated that AI adoption was active but still early: “AI is early days for everyone. … We are only scratching the surface.” Most interviewees said AI interest was high, but value realization was still emerging.
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Fragmented SAP environments. Some interviewees reported their organizations operated across multiple systems and data sources. The CTO at the telecommunications organization described prior supply chain limitations: “Supply chain was more in their own tools and not so much integrated.”
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Time spent locating information and interpreting SAP processes. Interviewees from organizations with large SAP environments said employees frequently needed help finding information, understanding process steps, or determining what action to take in SAP systems. This created friction for business users and support burden for HR, IT, finance, procurement, and transformation teams. The head of enterprise technology strategy at the healthcare technology organization gave a reporting example: “I had to ask somebody to develop the report for me.”
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Routine administrative work that created support burden and consumed labor capacity. Interviewees described HR and administrative processes that required human handling, including employee queries, data administration, leave or time-entry changes, reporting, and payroll-related support. The head of enterprise technology strategy in the healthcare technology industry said their organization previously handled a meaningful volume of basic HR tickets: “We used to get easily 100 to 200 tickets in a month. … Many of them [were] very basic ones [related to timesheets and leave].”
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A desire for AI to move beyond navigation and information retrieval into process execution. Interviewees generally described basic navigational or informational capabilities as helpful but insufficient on their own to justify broad adoption. The HR manager at the manufacturing organization noted that basic information retrieval was not enough: “Is it just going to be a chat bot that’s going to help me view information? Because if that’s all it is, it’s probably not going to be worth our time.”
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Deployments slowed or shaped by governance, trust, or security requirements. Interviewees emphasized that AI adoption in enterprise environments required more than enabling a feature. The head of enterprise technology strategy in the healthcare technology industry said their organization’s regulated environment required additional controls: “We cannot sign up for everything because we are in healthcare … [and must comply with data regulations]. Everything has to be checked.” Governance should be treated as part of the deployment model and ROI case, not as a separate compliance afterthought.
Investment Drivers And Selection Criteria
The interviewees’ and survey respondents’ organizations searched for a solution that could:
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Improve employee experience and reduce friction in SAP workflows.
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Reduce manual effort in repeatable, high-volume business processes.
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Expand labor capacity.
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Reduce reliance on support or outsourced resources.
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Accelerate SAP transformation.
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Reduce delivery effort.
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Help establish a governed foundation for future AI-enabled processes.
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Support transactions, orchestrate workflows, or apply context from SAP systems to a specific business process.
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Instill confidence that AI solutions will behave reliably, respect access controls, meet security requirements, and preserve human accountability for decisions.
Composite Organization
Based on the interviews and survey, Forrester constructed a TEI framework, a composite company, and an ROI analysis that illustrates the areas financially affected. The composite organization is representative of the interviewees’ and survey respondents’ organizations, and it is used to present the aggregate financial analysis in the next section. The composite organization has the following characteristics:
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Description of composite. The composite organization is a large, US-based conglomerate with global operations and 50,000 employees. The organization operates across multiple business functions and geographies, requiring employees to access, interpret, and act on enterprise data across SAP and adjacent systems. The composite has already invested in SAP as a core platform for business operations and is evaluating Joule as part of a broader effort to improve productivity, reduce manual process effort, and scale AI-enabled work across the enterprise.
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Deployment characteristics. The composite organization provides SAP Joule licenses to 8,000 employees whose roles require frequent engagement with SAP systems or SAP-supported business processes.
KEY ASSUMPTIONS
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Conglomerate
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US headquarters
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Global operations
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50,000 employees
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8,000 SAP Joule licenses
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Uses SAP solutions across supply chain and other business functions
Impact Scenario Methodology
Adoption and value realization of SAP Joule adoption varies significantly across organizations. To reflect this, Forrester modeled financial outcomes for the composite organization as a range rather than a single ROI value. The analysis includes low-, mid-, and high-impact scenarios representing different levels of user adoption, SAP process coverage, and Joule capability.
The scenarios vary by:
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Joule user adoption, including the percentage of licensed users who actively engage with Joule and the extent to which users incorporate it into their daily work.
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Solution coverage, including the number of SAP-supported business functions where Joule is deployed.
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Deployment maturity, including the progression from information retrieval and workflow assistance to workflow automation, custom skills, and agent-enabled capabilities.
Low-Impact Scenario
The low-impact scenario reflects organizations in the early stages of Joule adoption. Usage is limited to a small group of users and primarily focused on navigation, information retrieval, employee self-service, and basic workflow assistance. Deployments typically span a single SAP solution area.
Mid-Impact Scenario
The mid-impact scenario reflects organizations that have expanded beyond pilot use cases for Joule and established recurring workflows for HR, finance, procurement, and other business functions.
High-Impact Scenario
The high-impact scenario reflects organizations with mature deployments where Joule is embedded into multiple SAP-supported business processes and leverages capabilities such as workflow automation, analytics, custom skills, and AI agents.
The low-, mid-, and high-impact scenarios are intended to provide readers with a range of potential results based on adoption maturity, process coverage, and user engagement levels.
Analysis Of Benefits
Quantified benefit data as applied to the composite
Total Projected Benefits
| Benefit | Year 1 | Year 2 | Year 3 | Total | Present Value |
|---|---|---|---|---|---|
| Total projected benefits - Low | $3,094,624 | $3,805,293 | $5,097,324 | $11,997,241 | $9,787,860 |
| Total projected benefits - Mid | $5,036,532 | $5,815,284 | $6,933,991 | $17,785,807 | $14,594,296 |
| Total projected benefits - High | $7,955,120 | $8,713,088 | $9,654,698 | $26,322,906 | $21,686,543 |
Accelerated End-To-End High-Volume Business Process Execution
Evidence and data. Interviewees consistently identified high-volume, structured business processes as one of the most significant areas where SAP Joule created business value. While many said their organizations had already digitized core processes inside SAP applications, they noted that employees still spent considerable time navigating applications, entering data, routing requests, managing approvals, switching between systems, and coordinating process handoffs. Interviewees said these processes require a combination of active employee handling time and elapsed waiting time for approvals, system actions, and process handoffs. Several noted that the value of Joule extended beyond conversational assistance and became substantially greater when combined with Joule skills, custom agents, workflow orchestration, and process automation capabilities.
Interviewees explained that their organizations realized this benefit by reducing the effort, cycle time, and administrative burden required to execute recurring business processes across HR, procurement, finance, and operational functions. As Joule became embedded into business workflows, users could initiate transactions, complete approvals, execute actions, and retrieve process information directly through natural-language interactions, while underlying SAP workflows, authorizations, and business rules continue to operate in the background. Interviewees noted the following benefits:
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Reduced manual effort across structured business processes through AI agents. Several interviewees described AI agents and Joule skills as a critical evolution beyond basic search and navigation functionality. They said that rather than simply helping employees locate information, Joule allowed agents to execute business-process steps on behalf of users while remaining connected to SAP workflows and business logic. The head of SAP Europe practice at the IT organization described a procurement process involving requirement creation, purchase requisitions, approvals, purchase orders, vendor confirmations, goods receipt, and final fulfillment activities. Instead of treating each activity as an independent transaction, the organization was evaluating how agents could orchestrate multiple activities across an end-to-end process. The interviewee explained: “A person [would spend] 15 minutes creating a purchase requisition by entering all the fields. Now, within 30 seconds, they can just give a prompt.” Interviewees from organizations with large transaction volumes said this acceleration was particularly valuable because small reductions in processing time created substantial cumulative savings across thousands of process executions.
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Faster approvals and process handoffs. Interviewees said approval bottlenecks often created significant delays in enterprise workflows, and they explained that Joule agents accelerated approvals by reducing the effort required for users to locate, review, and act on pending requests. The head of SAP Europe practice at the IT organization described scenarios where approval actions could occur without requiring users to navigate multiple SAP interfaces: “They just need to go to their AI prompt and say, ‘Open the purchase requisition.’ ... Once they have looked into the purchase requisition, then they will say, ‘I’m okay to approve that.’”
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Process orchestration supporting broader business-process automation. Interviewees suggested that the largest future value of Joule could come from orchestrating complete business processes rather than optimizing isolated tasks. The group chief operations officer, HR, at the financial services organization described transactional and navigational use cases as an initial step, while expecting future value from expanding Joule into broader process-support and analytical capabilities. Interviewees said Joule’s value increased from isolated interactions toward orchestration of complete business workflows spanning multiple business functions and SAP applications.
Modeling and assumptions. For this benefit, Forrester quantifies only reductions in active employee handling time as labor productivity. Improvements in total process cycle times are treated as operational outcomes unless they result in a separate benefit. Based on the interviews and survey, Forrester assumes the following about the composite organization:
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The composite organization has 1,000 high-volume business processes. The average execution frequency is 120 per process per year.
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Depending on the Joule deployment and the SAP business application internally, the percentage of business process tasks automated with Joule ranges from 10% (low) to 15% (high) in Year 1.
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Before Joule, the average time to complete a high-volume business process was 8 hours.
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With Joule Agent, the composite reduces this by between 40% (low) and 80% (high), depending on the types of business processes, stakeholders, and approval gates involved.
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The composite has a productivity recapture rate of 30% for this benefit.
Risks. The impact of this benefit may vary by organization depending on the following:
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The organization’s AI strategy.
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The organization’s Joule maturity.
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User feedback.
Results. This yields a three-year projected PV (discounted at 10%) ranging from $770,000 (low) to $3.4 million (high).
Benefit 1 Module: Range Of Three-Year Cumulative Impact, PV
Accelerated End-To-End High-Volume Business Process Execution
| Ref. | Metric | Source | Year 1 | Year 2 | Year 3 | |
|---|---|---|---|---|---|---|
| A1 | High-volume business processes | Composite | 1,000 | 1,000 | 1,000 | |
| A2 | Average frequency of execution per process | Composite | 120 | 120 | 120 | |
| A3Low | 10.00% | 20.00% | 40.00% | |||
| A3Mid | Percentage of business process tasks automated with Joule | Interviews | 13.0% | 19.5% | 29.3% | |
| A3High | 15.00% | 18.75% | 23.44% | |||
| A4 | Average active employee handling time per process before Joule (hours) | Composite | 8 | 8 | 8 | |
| A5Low | 40% | 40% | 40% | |||
| A5Mid | Percentage of time reduced with Joule | Interviews | 65% | 65% | 65% | |
| A5High | 80% | 80% | 80% | |||
| A6Low | 38,400 | 76,800 | 153,600 | |||
| A6Mid | Total time saved with automated business processes (hours) | A1*A2*A3*A4*A5 | 81,120 | 121,680 | 182,520 | |
| A6High | 115,200 | 144,000 | 180,000 | |||
| A7 | Fully loaded hourly rate for a user | Composite | $32 | $32 | $32 | |
| A8 | Productivity recapture rate | TEI methodology | 30% | 30% | 30% | |
| AtLow | $368,640 | $737,280 | $1,474,560 | |||
| AtMid | Accelerated end-to-end high-volume business process execution | A6*A7*A8 | $778,752 | $1,168,128 | $1,752,192 | |
| AtHigh | $1,105,920 | $1,382,400 | $1,728,000 | |||
| Three-year projected total: $2,580,480 - $4,216,320 | Three-year projected present value: $2,052,308 - $3,446,133 | |||||
Avoided Incremental Hiring During Business Growth
Evidence and data. Interviewees consistently stated that increasing the amount of work that employees can perform without requiring proportional increases in staffing levels is the greatest long-term value of SAP Joule. They described using Joule to automate routine service requests, reduce administrative effort, replace portions of repetitive support work, expand the capabilities of existing employees, and reduce dependency on outsourced labor. According to interviewees, these improvements allowed their organizations to redeploy resources to higher-value activities, delay future hiring, and increase operational scale without increasing their workforces.
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Reduced employee-service workloads and lower support staffing requirements. Several interviewees reported that their HR organizations historically relied on support personnel to handle common employee requests such as leave inquiries, payroll questions, timesheet corrections, policy questions, and administrative requests. They described these activities as recurring labor costs that provided little strategic value.
The head of enterprise technology strategy in the healthcare technology industry explained that before Joule implementation, their organization handled employee requests through a traditional support model. They said, “We used to have a lot of people taking those calls. … Many people used to take the phone call. Now, Joule can answer for that. Once we got a feeling that it [provides] a more stable environment, we redeployed about 10 to 15 people.” The CTO at the telecommunications organization shared: “HR teams [at my organization] have always been small. ... They don’t want to only administrate stuff. With Joule, [they have] more time for the more creative stuff expected from an HR team nowadays. I would [estimate] it saved 20% of the work.”
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Expanded employee capacity without proportional workforce growth. Several interviewees emphasized that Joule helped employees perform work more effectively, enabling their organizations to absorb growth, complexity, and additional workloads without proportional increases in labor. The director of SAP delivery at the professional services organization said Joule helped less-experienced personnel perform work that previously required senior specialists: “A person [with three years experience] can act like 10 [to] 15 [people] with the knowledge.” Interviewees noted these capabilities reduced the need to add staff as business activity increased because employees completed work more efficiently and independently. They said that when SAP SuccessFactors was deployed within their HR departments, HR team members engaged with Joule more than end users, and that when SAP Concur was deployed, finance teams interacted with Joule more.
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Organizational scaling without proportional headcount growth. Many interviewees said their organizations were seeking to absorb future growth, rising service demand, and additional process complexity without increasing support, administrative, or specialist teams. They said Joule provided AI-enabled automation and self-service capabilities that helped increase organizational capacity rather than simply reducing the effort required.
Modeling and assumptions. For this benefit, Forrester does not include capacity already monetized in the business-process execution, information-gathering, and SAP project-planning benefits. Based on the interviews and survey, Forrester assumes the following about the composite organization:
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The composite has 8,000 Joule license holders.
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Of those users, 10% are power users.
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The amount of annual growth for the in-scope workload handled by its power users increases 15% annually.
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The composite avoids a portion of the incremental hiring that would otherwise be required to support this workload growth.
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The average fully loaded salary for a US office worker is $66,560.1
Results. This yields a three-year projected PV (discounted at 10%) ranging from $2.4 million (low) to $4.8 million (high).
Benefit 2 Module: Range Of Three-Year Cumulative Impact, PV
Avoided Incremental Hiring During Business Growth
| Ref. | Metric | Source | Year 1 | Year 2 | Year 3 | |
|---|---|---|---|---|---|---|
| B1 | Joule power users | Composite | 800 | 800 | 800 | |
| B2 | Average growth rate of workforce with business expansion | Composite | 15% | 15% | 15% | |
| B3Low | 12.0% | 14.4% | 17.3% | |||
| B3Mid | Percentage of new hires avoided | Interviews | 15.0% | 18.0% | 21.6% | |
| B3High | 20.0% | 24.0% | 28.8% | |||
| B4 | Fully loaded annual rate for a Joule power user | Research data | $66,560 | $66,560 | $66,560 | |
| BtLow | $958,464 | $1,150,157 | $1,380,188 | |||
| BtMid | Avoided incremental hiring during business growth | B1*B2*B3*B4 | $1,198,080 | $1,437,696 | $1,725,235 | |
| BtHigh | $1,597,440 | $1,916,928 | $2,300,314 | |||
| Three-year projected total: $3,488,809 - $5,814,682 | Three-year projected present value: $2,858,830 - $4,764,716 | |||||
Improved Workforce Productivity Through AI-Assisted Information Gathering
Evidence and data. Interviewees consistently reported that a significant portion of employee time was previously spent locating information, searching documentation, identifying the correct transaction, finding answers to SAP questions, and requesting information from support teams or internal experts. These activities occurred across HR, IT, SAP operations, management, and business-user populations.
Interviewees said Joule reduced the effort required to access information embedded within SAP systems, leading to productivity improvements. They explained that employees use natural-language prompts to retrieve information, generate summaries, and obtain contextual answers directly within the flow of work instead of navigating multiple screens, reports, knowledge repositories, support forums, or documentation libraries. They also said Joule retrieves, summarizes, or explains information; it does not execute the underlying business transaction.
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Faster access to SAP information and business data. Interviewees said Joule provided a conversational interface that simplified access to employee data, transaction details, process information, and reports that already exist within SAP but require significant effort to find. The HR manager at the manufacturing organization indicated that Joule was particularly valuable when retrieving contextual information that would otherwise require manual navigation of SAP: “Most of the time, if you need to find someone’s specific information, it’s easier or faster or more efficient to go through Joule.”
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Reduced effort required to search documentation and support resources. Interviewees reported that Joule reduced the effort required to answer SAP-related questions by providing immediate responses through conversational queries. The director of SAP delivery at the professional services organization noted that users avoided spending time searching across SAP forums, design documents, and support materials: “Time spent on any searches or documents or even SAP forums and some design-guiding documents on all those things could be eliminated.”
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Faster access to reporting and operational insight. Several interviewees said Joule enables users to retrieve information through natural-language requests, reducing delays associated with traditional reporting processes. The head of enterprise technology strategy at the healthcare technology organization explained: “[Previously,] I had to ask somebody to develop the report for me. [With Joule,] the format may not be very good, but I get the data that I want. I can simply [ask] my architecture team [to] … give me the status report. Joule can get the report for me.” The interviewee said this self-service access reduced waiting times for information and improved responsiveness across its business operations.
Modeling and assumptions. Based on the interviews and survey, Forrester assumes the following about the composite organization:
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The composite has 8,000 Joule licenses deployed across multiple business functions and SAP applications.
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The composite’s percentage of active users increases over time.
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On average, each active user makes 60 Joule information inquiries per year, equivalent to five inquiries per month.
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The average fully loaded hourly rate for a US office worker is $32.2
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The composite has a 50% productivity recapture rate for this benefit.
Risks. The impact of this benefit may vary by organization depending on the following:
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The number of active users.
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The SAP solutions deployed across business lines.
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The organization’s AI strategy.
Results. This yields a three-year projected PV (discounted at 10%) ranging from $358,000 (low) to $1.7 million (high).
Benefit 3 Module: Range Of Three-Year Cumulative Impact, PV
Improved Workforce Productivity Through AI-Assisted Information Gathering
| Ref. | Metric | Source | Year 1 | Year 2 | Year 3 | |
|---|---|---|---|---|---|---|
| C1 | Joule licenses | Composite | 8,000 | 8,000 | 8,000 | |
| C2Low | 15.0% | 27.0% | 48.6% | |||
| C2Mid | Percentage of active Joule users | Interviews | 20.0% | 30.0% | 45.0% | |
| C2High | 30.0% | 37.5% | 46.9% | |||
| C3 | Frequency of information inquiry | Interviews | 60 | 60 | 60 | |
| C4 | Average time spent gathering information before Joule (minutes) | Interviews | 45 | 45 | 45 | |
| C5Low | 15% | 18% | 22% | |||
| C5Mid | Percentage of time saved with Joule | Interviews | 20% | 22% | 24% | |
| C5High | 30% | 32% | 33% | |||
| C6Low | 8,100 | 17,496 | 37,791 | |||
| C6Mid | Productivity savings for information gathering | C1*C2*C3*C4/60*C5 | 14,400 | 23,760 | 39,204 | |
| C6High | 32,400 | 42,525 | 55,814 | |||
| C7 | Fully loaded hourly rate for a Joule user | Composite | $32 | $32 | $32 | |
| C8 | Productivity recapture rate | TEI methodology | 50% | 50% | 50% | |
| CtLow | $129,600 | $279,936 | $604,656 | |||
| CtMid | Improved workforce productivity through AI-assisted information gathering | C6*C7*C8 | $230,400 | $380,160 | $627,264 | |
| CtHigh | $518,400 | $680,400 | $893,024 | |||
| Three-year projected total: $1,014,192 - $2,091,824 | Three-year projected present value: $803,457 - $1,704,529 | |||||
Reduced SAP Planning And Design Effort Through AI-Assisted Knowledge Access
Evidence and data. Each interviewee identified project planning, process design, blueprinting, documentation, fit-to-standard analysis, and knowledge discovery as some of the most labor-intensive phases of SAP programs. They said large SAP transformation initiatives frequently involved workshops, design decisions, documentation requirements, and repeated analysis of SAP capabilities that often consumed significant amounts of specialist consulting time before any business value is realized.
Interviewees said that using SAP Joule as an SAP-specific knowledge layer allowed their organizations to retrieve product knowledge, evaluate design options, identify standard functionality, generate implementation artifacts, and accelerate planning activities throughout the lifecycle of SAP programs. They emphasized that the greatest value related to project delivery stemmed from gaining direct access to SAP-specific knowledge, product capabilities, implementation content, and SAP process context, which helped project teams perform these activities more efficiently.
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Reduced project research effort through SAP-specific knowledge retrieval. One of the most frequently cited challenges during SAP programs was the amount of time project teams spend researching SAP functionality, identifying product capabilities, locating design guidance, and determining whether requirements can be addressed through standard SAP functionality. The director of SAP delivery at the professional services organization said: “[For] any complex SAP functional or technical questions, this become like instantaneous input and output for them. … [Project teams frequently spend time searching through] SAP forums, some design-guiding documents, and all those things.” Interviewees said this research activity occurs throughout design and implementation phases for consultants, business analysts, and process architects.
But interviewees noted that by making SAP-specific knowledge available through natural-language interactions, Joule reduced the effort required to locate information and validate design decisions. They said this was especially relevant during blueprinting, process workshops, design reviews, and requirements-gathering exercises, where teams quickly determined whether functionality existed within SAP, whether a future capability was planned, or whether custom development would be required. -
Reduced customization through faster fit-to-standard analysis. A recurring theme across interviews was the effort put into evaluating whether business requirements should be addressed through standard SAP functionality or custom development. They explained that, traditionally, this process has involved multiple meetings between business stakeholders, functional consultants, architects, and technical teams and includes evaluating requirements, researching SAP capabilities, and developing implementation options over days or weeks.
The director of SAP advisory in the professional services industry described how Joule changed this process for their organization: “If a business comes and asks for a new invoice process today, the IT team [previously had] to evaluate the possibilities. It might [have taken] one week or even two weeks. Now they can do it within 1 hour or even less.”
Interviewees said the value came not only from reducing analysis effort, but also from preventing unnecessary customization, reducing rework, and helping project teams make better architectural decisions earlier in the project lifecycle. -
Improved consultant productivity through automated generation of implementation artifacts. Interviewees described creating and maintaining implementation documentation as another major source of project effort, and they said their organizations had large volumes of functional specifications, technical specifications, workshop outputs, process maps, design documents, test scripts, and implementation artifacts. The head of SAP Europe practice in the IT industry identified documentation creation as one of their organization’s largest opportunities to accelerate AI-assisted delivery. Interviewees noted these activities typically consume thousands of consultant hours across large programs, and they said Joule helped directly reduce this effort by lowering project labor requirements and accelerating delivery timelines.
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Reduced dependence on scarce SAP expertise through shorter SAP timelines. Several interviewees described a shortage of highly experienced SAP consultants and architects at their organizations and said large SAP transformation programs often require deep expertise, which created cost and staffing challenges. They noted that Joule increased productivity of junior resources, which saved time for senior specialists who answer repetitive questions, while reducing the number of high-cost experts required to support planning activities and scale SAP programs without growing resources proportionally. The head of SAP Europe practice at the IT organization said, “If you have the right 10 or 15 very specialized AI consultants, they can do the job of a hundred people.”
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Reduced labor costs and accelerated business value through shorter SAP program timelines. Interviewees repeatedly linked SAP Joule to broader reductions to implementation effort and overall program durations. They said their organizations reduced program planning-and-design efforts by approximately 10% to 40%, depending on the deployment maturity, implementation complexity, and the extent to which Joule was integrated into project delivery workflows.
Modeling and assumptions. Based on the interviews and survey, Forrester assumes the following about the composite organization:
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The composite organization undertakes four SAP projects or initiatives per year, including SAP new solutions deployments and expansions of existing solutions.
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On average, the planning-and-design phase of the projects requires three months and involves both internal and external resources.
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The composite works with external professional services firms and SAP specialist consultants to take the projects.
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The average hourly rate for an external SAP consultant is $150, equivalent to $312,000 per year.
Risks. The impact of this benefit may vary by organization depending on the following:
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The organization’s deployment maturity.
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The organization’s implementation complexity.
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The extent to which Joule is integrated into project delivery workflows.
Results. This yields a three-year projected PV (discounted at 10%) ranging from $297,000 (low) to $1.8 million (high).
Benefit 4 Module: Range Of Three-Year Cumulative Impact, PV
Reduced SAP Planning And Design Effort Through AI-Assisted Knowledge Access
| Ref. | Metric | Source | Year 1 | Year 2 | Year 3 | |
|---|---|---|---|---|---|---|
| D1 | SAP projects | Composite | 4 | 4 | 4 | |
| D2 | Planning and design time per project before Joule (months) | Interviews | 3 | 3 | 3 | |
| D3 | External consultants required before Joule | Composite | 15 | 15 | 15 | |
| D4Low | 17.0% | 17.0% | 17.0% | |||
| D4Mid | Percentage of time decrease with Joule | Interviews | 27.5% | 27.5% | 27.5% | |
| D4High | 38.0% | 38.0% | 38.0% | |||
| D5Low | 20% | 20% | 20% | |||
| D5Mid | Percentage of external resource savings | Interviews | 30% | 30% | 30% | |
| D5High | 40% | 40% | 40% | |||
| D6 | Annual rate for an external consultant | Composite | $312,000 | $312,000 | $312,000 | |
| DtLow | $159,120 | $159,120 | $159,120 | |||
| DtMid | Reduced SAP planning and design effort through AI-assisted knowledge access | D1*D2*D3*D4*D5*D6/12 months | $386,100 | $386,100 | $386,100 | |
| DtHigh | $711,360 | $711,360 | $711,360 | |||
| Three-year projected total: $477,360 - $2,134,080 | Three-year projected present value: $395,708 - $1,769,047 | |||||
Improved Process Quality And Governance Through Agentic Execution
Evidence and data. Interviewees consistently indicated that the next phase of enterprise AI value extends beyond productivity improvements into process quality, governance, and execution consistency. They said that while conversational AI helps users find information faster, their organizations realized greater operational value when AI agents executed business processes according to predefined workflows, approval policies, and governance controls. Interviewees said that with Joule Agent, business processes are automated with governance built in. In these scenarios, they explained that Joule generated value by increasing the speed of execution with fewer process errors, reducing rework, improving compliance, and generating more consistent process outcomes.
Interviewees noted that SAP Joule AI agents delivered the benefit through executing workflow steps, validating business rules, enforcing approval requirements, and guiding users through structured processes. By reducing reliance on manual intervention, institutional knowledge, and user interpretation of process requirements, interviewees’ organizations were able to execute processes more consistently across large-scale operations.
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Reduced process errors through embedded business rules. Interviewees repeatedly noted that many process errors are not caused by technology limitations but by users misunderstanding procedures, selecting incorrect process steps, entering incorrect data, or bypassing existing governance controls. They said traditional SAP workflows rely heavily on users knowing how processes should be executed and where approvals are required.
The head of SAP Europe practice in the IT industry explained that their organization designed custom Joule skills specifically to enforce approval chains, purchasing policies, and delegation-of-authority requirements. As an example, interviewees said an agent may draft or initiate a purchase requisition using available transaction data and configured policies, while a person approves the transaction before SAP executes it.
They also said that rather than relying on users to remember or manually follow governance procedures, the workflow embeds business controls within the execution process, reducing the likelihood of unauthorized approvals, incorrect process execution, and policy violations that can lead to downstream remediation effort. -
Reduced rework through agentic process execution. Interviewees stressed that business processes are often executed differently by different users and that experienced users may know the preferred process path, while infrequent users rely on documentation, training materials, or trial and error, creating rework, delays, and process exceptions.
Interviewees described Joule agents as mechanisms for standardizing process execution across employees, departments, and geographies. They explained that instead of requiring each user to understand SAP transaction structures and workflow requirements, the AI agent guides execution according to predefined process logic, leading to lower rework costs and more consistent execution outcomes across business processes. -
Improved process quality at scale through AI agents. Several interviewees described AI agents as particularly valuable in environments where transaction volumes, process complexity, and organizational scale make manual oversight difficult. The group chief operations officer of HR at the financial services organization said, “We've already identified 49 [operational processes that could be automated], and we’re going to build a solution around 10.”
This reflects a broader trend: Interviewees said their organizations increasingly target repetitive, high-volume processes because improvements in quality, consistency, and governance can generate benefits across thousands of transactions per year. They reported that Joule improved process-execution accuracy in operational workflows by approximately 35%, significantly reducing exception handling effort, and material reductions in ticket volume associated with process breakdowns and administrative requests.
Modeling and assumptions. Based on the interviews and survey, Forrester assumes the following about the composite organization:
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The composite has 1,000 high-volume business processes with an average of 120 executions per process per year.
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Before Joule, 10% of the composite’s processes executions contained errors and that required rework.
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On average, the rework requires 16 hours of effort.
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Joule Agent reduces the composite’s percentage of errors and rework between 20% (low) and 50% (high).
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Forrester applied an attribution factor representing Joule’s contribution to the total improvement.
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Forrester applied an attribution factor to reflect Joule’s contribution to process-quality improvements.
Results. This yields a three-year projected PV (discounted at 10%) ranging from $4.6 million (low) to $15.3 million (high).
Benefit 5 Module: Range Of Three-Year Cumulative Impact, PV
Improved Process Quality And Governance Through Agentic Execution
| Ref. | Metric | Source | Year 1 | Year 2 | Year 3 | |
|---|---|---|---|---|---|---|
| E1 | High-volume business processes | Composite | 1,000 | 1,000 | 1,000 | |
| E2 | Average frequency of execution per process | Composite | 120 | 120 | 120 | |
| E3 | Percentage of process contains human error and need rework before Joule | Interviews | 10% | 10% | 10% | |
| E4 | Average cost of rework per error | A7*16 hours | $512 | $512 | $512 | |
| E5Low | 20% | 20% | 20% | |||
| E5Mid | Percentage of human error and rework reduction with Joule | Interviews | 30% | 30% | 30% | |
| E5High | 50% | 50% | 50% | |||
| EtLow | $1,228,800 | $1,228,800 | $1,228,800 | |||
| EtMid | Improved process quality and governance through agentic execution | E1*E2*E3*E4*E5 | $1,843,200 | $1,843,200 | $1,843,200 | |
| EtHigh | $3,072,000 | $3,072,000 | $3,072,000 | |||
| Three-year projected total: $3,686,400 - $9,216,000 | Three-year projected present value: $3,055,844 - $7,639,609 | |||||
Supply Chain Optimization Through Autonomous Operations
Evidence and data. While many interviewees said their organizations have digitized procurement, inventory, logistics, and supply-planning processes through SAP applications, they noted that supply-chain teams still spend considerable effort searching for operational information, investigating disruptions, validating inventory positions, coordinating across multiple stakeholders. Interviewees consistently said SAP Joule, AI agents, and autonomous workflows reduced human effort associated with supply-chain decision-making and process execution. They said AI could help supply-chain professionals identify issues faster, automate routine operational decisions, execute repetitive procurement activities, and improve responsiveness across increasingly complex supply networks, resulting in improved inventory visibility and utilization, reduced supply-chain exceptions, and faster operational decision-making.
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Improved fulfillment performance through faster operational execution. Interviewees reported measurable operational improvements from embedding Joule AI agents directly into shipping and fulfillment workflows. The global director of IT at the wholesale organization described a shipping-coordination process that previously required employees to manually evaluate shipment requirements and transportation methods: “We’ve increased [the number of requests that a human can handle in an hour] from 10 to 18 just with agentic AI.” This represents an approximately 80% increase in the organization’s throughput for the process.
The same interviewee said the operational benefits also extended beyond internal productivity: “For a same-day shipment, we’ve improved the process by 43%.”
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Reduced delays and manual intervention through autonomous exception handling. Interviewees explained that supply-chain processes frequently require manual intervention when there are exceptions (e.g., invalid address, transportation restrictions, customs requirements, shipment exceptions, documentation issues). The global director of IT at the wholesale organization identified exception handling as one of the areas where Joule AI agents delivered measurable value: “Instead of it taking an hour, [it] now it takes about 20 minutes for that to be processed …. because it has to be reviewed by a human.” The CTO advisor in the pharmaceutical industry mentioned that their organization reduced the number of expedited shipments by roughly 10% to 15%. They explained that this reduced shipment delays, lowered administrative effort, and enabled employees to focus on complex operational issues rather than routine investigations.
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Reduced operational costs through inventory and supply-chain optimization. Interviewees consistently described improved operational visibility and autonomous execution as mechanisms for reducing broader supply-chain costs. The CTO advisor at the pharmaceutical organization reported: “We’ve seen a modest improvement in inventory turnover roughly in the range of 5% to 10% in areas where AI-driven visibility and exception management are actively used. That’s mainly because planners can react faster to shortages and reduce buffer buildups.” Interviewees said AI-driven visibility and exception management helped planners identify issues sooner, react more quickly to supply-chain disruptions, and reduce excess inventory levels, which lowered inventory carrying costs. They noted that improving inventory turnover can reduce inventory carrying costs, which typically include capital costs, storage space costs, service costs, and risk costs. The global director of IT at the wholesale organization reported that improved automation helped their organization avoid additional staffing when handling greater transaction volumes: “I’m saving $1.2 million on expected labor that I don't need to hire now.”
Modeling and assumptions. Based on the interviews and survey, Forrester assumes the following about the composite organization:
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The composite’s annual average inventory value is $100,000,000.
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The average inventory carrying cost is 10% of the inventory value.
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Joule improves the composite’s inventory carrying costs between 2% (low) and 8% (high), depending on the level of deployment.
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The composite spends $1 million per year on expedited shipment.
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Joule reduces these shipping costs between 5% (low) and 15% (high).
Results. This yields a three-year projected PV (discounted at 10%) ranging from $622,000 (low) to $2.4 million (high).
Benefit 6 Module: Range Of Three-Year Cumulative Impact, PV
Supply Chain Optimization Through Autonomous Operations
| Ref. | Metric | Source | Year 1 | Year 2 | Year 3 | |
|---|---|---|---|---|---|---|
| F1 | Average inventory value | Composite | $100,000,000 | $100,000,000 | $100,000,000 | |
| F2 | Inventory carrying cost rate | Composite | 10% | 10% | 10% | |
| F3Low | 2% | 2% | 2% | |||
| F3Mid | Carrying cost improvement rate with Joule | Interviews | 5% | 5% | 5% | |
| F3High | 8% | 8% | 8% | |||
| F4Low | $200,000 | $200,000 | $200,000 | |||
| F4Mid | Subtotal: Inventory carrying cost improvement | F1*F2*F3 | $500,000 | $500,000 | $500,000 | |
| F4High | $800,000 | $800,000 | $800,000 | |||
| F5 | Expedited shipment costs | Composite | $1,000,000 | $1,000,000 | $1,000,000 | |
| F6Low | 5% | 5% | 5% | |||
| F6Mid | Expedited shipment cost reduction with Joule | Interviews | 10% | 10% | 10% | |
| F6High | 15% | 15% | 15% | |||
| F7Low | $50,000 | $50,000 | $50,000 | |||
| F7Mid | Subtotal: Expedited shipment cost reduction | F5*F6 | $100,000 | $100,000 | $100,000 | |
| F7High | $150,000 | $150,000 | $150,000 | |||
| FtLow | $250,000 | $250,000 | $250,000 | |||
| FtMid | Supply chain optimization through autonomous operations | F4+F7 | $600,000 | $600,000 | $600,000 | |
| FtHigh | $950,000 | $950,000 | $950,000 | |||
| Three-year projected total: $750,000 - $2,850,000 | Three-year projected present value: $621,713 - $2,362,509 | |||||
Unquantified Benefits
Benefits that provide value for the composite organization but are not quantified for this study include:
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Improved decision-making and business insight. Interviewees emphasized that one of the most important benefits of Joule is improving the quality and speed of business decisions with AI. They said employees frequently struggle to locate information across applications, reports, and documentation repositories, which delays action and increases dependence on analysts and subject matter experts. Overall, interviewees said Joule empowers managers and frontline users to make more informed decisions while reducing delays associated with reporting, analysis, and information gathering. The HR manager in the manufacturing industry said: “[Joule helps] us make decisions better [and] faster.”
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Enhanced employee experience and self-service. Several interviewees described employee experience as one of the earliest and most visible benefits of their organization’s Joule adoption. They said that previously, employees often relied on support centers, HR representatives, documentation, or training to complete routine tasks. The group chief operations officer of HR at the financial services organization said, “[Joule enabled employees to] perform transactions and navigate processes more conveniently.”
Interviewees also said Joule reduced process friction while making enterprise applications more accessible to users who are not SAP experts. The global director of IT at the wholesale organization described a broader impact on employee experience and workload balance. They said, “[Joule is] better for their environment as a whole.” Interviewees consistently linked easier system interactions, self-service capabilities, and reduced administrative burden to improved employee satisfaction and stronger adoption of enterprise technologies. -
Greater organizational agility and workforce transformation. Several interviewees said using Joule and adopting AI are parts of a broader transformation. Several described AI as a mechanism for increasing workforce flexibility rather than driving direct workforce reductions. The global director of IT at the wholesale organization said it allows employees to reduce their focus on manual processes: “Now we have people who are able to focus on more important tasks.” The CTO in the telecommunications industry said they believe AI can help their organization’s HR department move away from transactional administration and toward more strategic activities: “They want to be partnering with the business, and they don’t want to be only administrating stuff.”
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Accelerated AI adoption and innovation at scale. Many interviewees described AI adoption as an important strategic outcome of using Joule. They said they don’t view AI as a standalone technology deployment, and their organizations plan to embed AI across functions, develop employee skills, and create a foundation for future innovation. The HR manager at the manufacturing organization shared a shift in their own user behavior: “Rather than going and asking another human being, I'm going to start with AI. That’s now my default solutioning tool.”
The group chief operations officer of HR in the financial services industry said their organization established a dedicated AI office and appointed a chief AI officer to coordinate enterprisewide AI initiatives. They noted that the objective was to empower employees, support new business models, and create value at both the individual and organizational level. The CTO at the telecommunications organization described collaborating with SAP through AI hackathons, workshops, and lighthouse initiatives designed to help employees understand how to embed AI into business processes. They said: “SAP really worked with us on these hackathons. ... Hopefully, we can better understand their platforms and where they are going.”
Interviewees consistently said they view AI maturity as an important strategic advantage and that broader AI adoption can help create a foundation for future innovation, accelerate identification of new use cases, and help their organizations build the skills and operating models they need to scale AI over time.
Flexibility
The value of flexibility is unique to each customer. There are multiple scenarios in which a customer might implement SAP Joule and later realize additional uses and business opportunities, including:
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Enterprise wide automation through agent ecosystems and custom AI skills. Interviewees consistently indicated that their organizations are in the initial stages of Joule adoption. They said they envision environments where numerous business-specific agents operate within SAP processes and apply organizational knowledge, business rules, and workflow logic to routine work. The head of SAP Europe practice in the IT industry described an approach where their procurement processes are separated into individual workflow components and supported through custom Joule skills: “We are dividing the entire process into different segments and then developing the Joule skills and custom Joule skills.”
Most interviewees said their deployments largely remain limited to selected departments or pilot use cases while the organizations identify use cases, establish governance models, and determine where agent autonomy is appropriate. They said that as their organizations gain confidence in Joule’s reliability and governance controls, they expect to create broader libraries of reusable agents tailored to procurement, finance, HR, supply chain, and industry-specific processes. -
Improved cross-functional enterprise orchestration. Many interviewees acknowledged that despite years of enterprise application investments, their organizations’ business processes continue to span multiple functions and systems. Users frequently move between applications, reports, approvals, and teams to complete work. Interviewees said Joule allows users to operate within the context of SAP processes and data that already connect these functions.
They said they see potential for Joule to support broader cross-functional orchestration as their deployments mature, but they noted that this would require additional investments in process redesign, integration, custom skills or agents, controls, monitoring, and organizational change. Several interviewees said they expect Joule to evolve into a coordination layer that helps their organizations orchestrate activities across finance, procurement, HR, supply chain, and operational functions to create more connected and responsive business processes.
The CTO in the telecommunications industry noted that SAP already serves as the operational backbone across their organization’s finance, procurement, HR, and supply chain that connects activities that remain fragmented across process boundaries. They said they believe this benefit remains largely unrealized because most deployments are still focused on individual use cases or departmental adoption. But they expect that as their organization expands its Joule usage, it will increase process coordination, decrease the number of manual handoffs, improve operational transparency, and provide more efficient end-to-end execution of business activities. The interviewee said the potential outcome would improve their organization’s orchestration of enterprisewide business processes. -
New business capabilities enabled by Joule. Interviewees said their organizations are currently focused on operational use cases of Joule. However, several suggested that it can help enable new ways to manage work, deliver services, and interact with business processes. They described Joule as a foundation for developing new business capabilities and operating models and noted that while their current deployments are focused primarily on efficiency and process execution, they increasingly believe Joule’s integration with enterprise data, workflows, and agents will create opportunities that do not exist today.
The group chief operations officer of HR in the financial services industry said their organization's AI strategy is aimed at “empowering individuals, driving new business models, and creating value at both individual and organizational levels.” Other interviewees said Joule’s ability to operate directly within enterprise processes and data may also create future opportunities that extend beyond automation. They noted that their organizations could use Joule to introduce new service models, redesign operational workflows, improve responsiveness to business change, and create new sources of competitive differentiation.
Flexibility would also be quantified when evaluated as part of a specific project (described in more detail in Total Economic Impact Approach).
Joule As A Foundation For The Autonomous Enterprise
Organizations are entering a new phase of AI adoption in which success is increasingly measured by business outcomes rather than AI usage.3 The objective is to create an operating model where routine information gathering, process execution, coordination, and exception detection can occur with progressively less manual effort while employees focus on oversight, judgment, prioritization, and decision-making.4 In this context, an autonomous enterprise can be viewed as an organization that continuously translates business intent into execution through AI-assisted and AI-driven processes operating within established governance frameworks.5
The quantified benefits identified in the study align with capabilities associated with more autonomous operations. Interviewees reported that Joule delivered value through faster access to information, streamlined process execution, expanded workforce capacity, improved process quality, and increased operational responsiveness. Based on the interviews, Forrester modeled that the composite organization reduces its information-gathering effort between 15% (low) in Year 1 and 33% (high) in Year 3, reduces its business-process execution time between 40% and 80%, decreases incremental hiring during periods of growth by 12% (low) in Year 1 and 28.8% (high) in Year 3, and reduces process errors and rework between 20% (low) and 50% (high) through agent-enabled execution.
While each benefit delivers value to the composite organization independently, they collectively indicate a broader shift in how its employees find information, navigate systems, coordinate approvals, and correct mistakes while a larger proportion of work is executed through standardized, governed processes.
Interviewees also said Joule provided their organizations with a foundation for more AI-assisted operations. The evidence in this study supports progression from conversational information access toward selected, agent-enabled workflows. Most of the interviewees’ organizations were still expanding from pilots or individual use cases, and the study does not establish autonomous enterprise operations at scale.
The study also suggests that Joule’s long-term significance may extend beyond productivity improvement. Interviewees said that as their organizations matured their deployments, the value shifted from helping employees work faster toward helping the enterprise operate differently. They noted that autonomous enterprises require a mechanism that connects users, enterprise data, business processes, workflow orchestration, and AI agents while maintaining visibility and governance across the organization.
Interviewees described Joule in this broader context, viewing it as a coordination layer that sits above individual applications and business functions. Several interviewees said they expect Joule to help coordinate activities across finance, procurement, HR, supply chain, and other domains as adoption expands while employees retain responsibility for strategy, policy, oversight, and exception management. In the near term, organizations may justify investment through efficiency gains and cost reduction. Over the longer term, interviewees described opportunities for more connected and responsive business operations through broader coordination across business functions.
Analysis Of Costs
Quantified cost data as applied to the composite
Total Costs
| Ref. | Cost | Initial | Year 1 | Year 2 | Year 3 | Total | Present Value |
|---|---|---|---|---|---|---|---|
| Gtr | Joule licensing and deployment costs | $525,000 | $1,785,000 | $1,785,000 | $1,785,000 | $5,880,000 | $4,964,031 |
| Htr | Internal resources to support AI deployment | $550,000 | $110,000 | $110,000 | $110,000 | $880,000 | $823,554 |
| Total costs (risk-adjusted) | $1,075,000 | $1,895,000 | $1,895,000 | $1,895,000 | $6,760,000 | $5,787,585 |
Joule Licensing And Deployment Costs
Evidence and data. Interviewees described their SAP Joule adoptions as investment journeys rather than traditional software purchases. While their organizations varied in deployment scale and spending levels, most characterized Joule’s cost structure as a combination of licensing, AI consumption charges, implementation support, and organizational enablement.
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Joule licensing and usage costs. Interviewees’ reported different spending levels depending on the size of their organization’s deployment and the sophistication of use cases. At one end of the spectrum, the HR manager at the manufacturing company reported that the company limited pilot deployment incurred only a nominal annual charge because the organization functioned as an innovation partner during SAP’s initial rollout phase. The interviewee characterized the fee as a “formality” rather than a meaningful technology investment.
At larger-enterprise scale, the head of enterprise technology strategy at the healthcare technology organization reported quarterly expenditures of approximately $200,000 for Joule-enabled capabilities supporting roughly 15,000 users. The interviewee noted that costs expanded beyond basic licensing as their organization consumed additional credits, functionality, and usage units. And the CTO advisor in the pharmaceutical industry said their organization’s deployment represented its highest cost, estimating approximately $12 million in annual spending associated with Joule adoption and related enterprise-scale usage. They characterized the pricing model as largely usage-based rather than fixed. -
Implementation and services costs. Interviewees described implementation support as an important component of deployment. Several said that SAP architects and technical specialists played an active role in deployment. The head of enterprise technology strategy in the healthcare technology industry said that their organization worked directly with SAP product architects to identify and configure HR use cases, while the HR manager in the manufacturing industry said their organization partnered with SAP product teams to develop and refine custom agents and workflows. Organizations pursuing agentic AI use cases often relied heavily on SAP’s professional services resources. The global director of IT at the wholesale organization noted that deployments required deep process mapping, user training, workflow definition, and continuous refinement. They emphasized that deployment was not simply a technical exercise but also required substantial change management and business process documentation.
Pricing may vary. Contact SAP for additional details.
Modeling and assumptions. Based on the interviews and survey, Forrester assumes the following about the composite organization:
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The composite has 8,000 Joule premium license holders.
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The composite pays $1.6 million annually for SAP for licensing in Years 1 through 3.
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The composite pays $500,000 for professional services during the initial period.
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The composite pays $100,000 annually for ongoing professional services in Years 1 to 3.
Risks. The impact of this cost may vary by organization depending on the following:
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The organization’s Joule deployment scale.
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The expertise of the organization’s employees.
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The organization’s Joule use cases and implementation complexity.
Results. To account for these risks, Forrester adjusted this cost upward by 5%, yielding a three-year, risk-adjusted total PV (discounted at 10%) of $5 million.
Joule Licensing And Professional Services Costs
| Ref. | Metric | Source | Initial | Year 1 | Year 2 | Year 3 |
|---|---|---|---|---|---|---|
| G1 | Cost of Joule premium licensing | Composite | $0 | $1,600,000 | $1,600,000 | $1,600,000 |
| G2 | Cost of implementation professional services | Interviews | $500,000 | $0 | $0 | $0 |
| G3 | Cost of ongoing management professional services | Composite | $0 | $100,000 | $100,000 | $100,000 |
| Gt | Joule licensing and professional services costs | G1+G2+G3 | $500,000 | $1,700,000 | $1,700,000 | $1,700,000 |
| Risk adjustment | ↑5% | |||||
| Gtr | Joule licensing and professional services costs (risk-adjusted) | $525,000 | $1,785,000 | $1,785,000 | $1,785,000 | |
| Three-year total: $5,880,000 | Three-year present value: $4,964,031 | |||||
Internal Resources To Support AI Deployment
Evidence and data. Interviewees said their organizations devoted internal resources to planning, governance, process design, security validation, training, testing, and ongoing administration. While these investments varied by industry and deployment scope, interviewees described internal effort as a necessary component of adoption.
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Process mapping and workflow-documentation costs. Several interviewees noted that one of the most significant investments occurred before technical deployment began. Their organizations needed to understand existing business processes, identify suitable use cases, and document workflows that AI would eventually automate or augment. Interviewees reported internal labor costs associated with process mapping and workflow documentation, business-case development, use-case prioritization, stakeholder alignment, and process redesign activities.
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Security and compliance review costs. Interviewees from organizations operating in regulated industries reported that security and compliance reviews were often among the most resource-intensive aspects of deployment. The head of enterprise technology strategy at the healthcare technology organization stated that their environment required multiple security assessments before Joule could be approved for deployment. Internal cybersecurity, data governance, privacy, and compliance teams evaluated the solution before granting approval.
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Ongoing governance and AI-management costs. Beyond implementation, interviewees described continual effort needed to govern and optimize AI deployments. The HR manager in the manufacturing industry said their organization dedicated teams to continuously evaluate new SAP AI capabilities, test workflows, participate in weekly reviews with SAP product teams, and assess whether features are suitable for broader deployment. The head of enterprise technology strategy in the healthcare technology industry said their organization similarly maintained ongoing governance activities, including security reviews, audit processes, architecture oversight, and license-management discussions. The interviewee highlighted the need for monitoring usage and consumption because they expect AI costs to become increasingly dependent on AI-unit consumption and usage volumes.
Modeling and assumptions. Based on the interviews and survey, Forrester assumes the following about the composite organization:
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During the initial period, the composite organization pays $500,000 for internal resources to review its IT environment, data, and workflows.
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The composite pays $100,000 annually in Years 1 to 3 for ongoing internal AI management.
Risks. The impact of this cost may vary by organization depending on the following:
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The size of the organization.
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Characteristics of the organization’s Joule deployment.
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Whether the organization uses professional services.
Results. To account for these risks, Forrester adjusted this cost upward by 10%, yielding a three-year, risk-adjusted total PV (discounted at 10%) of $824,000.
Internal Resources To Support AI Deployment
| Ref. | Metric | Source | Initial | Year 1 | Year 2 | Year 3 |
|---|---|---|---|---|---|---|
| H1 | Cost of internal resources for AI deployment | Composite | $500,000 | $0 | $0 | $0 |
| H2 | Cost of ongoing internal AI management | Composite | $0 | $100,000 | $100,000 | $100,000 |
| Ht | Total cost of internal resources to support AI deployment | H1+H2 | $500,000 | $100,000 | $100,000 | $100,000 |
| Risk adjustment | ↑10% | |||||
| Htr | Internal resources to support AI deployment (risk-adjusted) | $550,000 | $110,000 | $110,000 | $110,000 | |
| Three-year total: $880,000 | Three-year present value: $823,554 | |||||
Financial Summary
Consolidated Three-Year, Risk-Adjusted Metrics
Three-Year Projected Financial Analysis For The Composite Organization
Cash Flow Analysis (Risk-Adjusted)
| Initial | Year 1 | Year 2 | Year 3 | Total | Present Value | |
|---|---|---|---|---|---|---|
| Total costs | ($1,075,000) | ($1,895,000) | ($1,895,000) | ($1,895,000) | ($6,760,000) | ($5,787,585) |
| Total benefits (low) | $0 | $3,094,624 | $3,805,293 | $5,097,324 | $11,997,241 | $9,787,860 |
| Total benefits (mid) | $0 | $5,036,532 | $5,815,284 | $6,933,991 | $17,785,807 | $14,594,296 |
| Total benefits (high) | $0 | $7,955,120 | $8,713,088 | $9,654,698 | $26,322,906 | $21,686,543 |
| Net benefits (low) | ($1,075,000) | $1,199,624 | $1,910,293 | $3,202,324 | $5,237,241 | $4,000,275 |
| Net benefits (mid) | ($1,075,000) | $3,141,532 | $3,920,284 | $5,038,991 | $11,025,807 | $8,806,711 |
| Net benefits (high) | ($1,075,000) | $6,060,120 | $6,818,088 | $7,759,698 | $19,562,906 | $15,898,958 |
| PROI (low) | 69% | |||||
| PROI (mid) | 152% | |||||
| PROI (high) | 275% |
Please Note
The financial results calculated in the Benefits and Costs sections can be used to determine the PROI and projected NPV for the composite organization’s investment. Forrester assumes a yearly discount rate of 10% for this analysis.
These risk-adjusted PROI and projected NPV values are determined by applying risk-adjustment factors to the unadjusted results in each Benefit and Cost section.
The initial investment column contains costs incurred at “time 0” or at the beginning of Year 1 that are not discounted. All other cash flows are discounted using the discount rate at the end of the year. PV calculations are calculated for each total cost and benefit estimate. NPV calculations in the summary tables are the sum of the initial investment and the discounted cash flows in each year. Sums and present value calculations of the Total Benefits, Total Costs, and Cash Flow tables may not exactly add up, as some rounding may occur.
From the information provided in the interviews and survey, Forrester constructed a New Technology: Projected Total Economic Impact™ (New Tech TEI) framework for those organizations considering an investment in SAP Joule.
The objective of the framework is to identify the cost, benefit, flexibility, and risk factors that affect the investment decision. Forrester took a multistep approach to evaluate the impact that Joule can have on an organization.
Due Diligence
Interviewed SAP stakeholders and Forrester analysts to gather data relative to SAP Joule.
Early-Implementation Interviews And Survey
Interviewed eight decision-makers and surveyed 160 respondents at organizations using Joule in a pilot or beta stage to obtain data about projected costs, benefits, and risks.
Composite Organization
Designed a composite organization based on characteristics of the interviewees’ and survey respondents’ organizations.
Projected Financial Model Framework
Constructed a projected financial model representative of the interviews and survey using the New Tech TEI methodology and risk-adjusted the financial model based on issues and concerns of the interviewees and survey respondents.
Case Study
Employed four fundamental elements of New Tech TEI in modeling the investment’s potential impact: benefits, costs, flexibility, and risks. Given the increasing sophistication of ROI analyses related to IT investments, Forrester’s TEI methodology provides a complete picture of the total economic impact of purchase decisions. Please see Appendix A for additional information on the TEI methodology.
Total Economic Impact Approach
Projected benefits
Projected benefits represent the projected value the solution delivers to the business. The New Tech TEI methodology places equal weight on the measure of projected benefits and projected costs, allowing for a full examination of the solution’s effect on the entire organization.
Projected costs
Projected costs comprise all expenses necessary to deliver the proposed value, or benefits, of the solution. The methodology captures implementation and ongoing costs associated with the solution.
Flexibility
Flexibility represents the strategic value that can be obtained for some future additional investment building on top of the initial investment already made. The ability to capture that benefit has a PV that can be estimated.
Risks
Risks measure the uncertainty of benefit and cost estimates given: 1) the likelihood that estimates will meet original projections and 2) the likelihood that estimates will be tracked over time. TEI risk factors are based on “triangular distribution.”
Financial Terminology
Present value (PV)
The present or current value of (discounted) cost and benefit estimates given at an interest rate (the discount rate). The PVs of costs and benefits feed into the total NPV of cash flows.
Projected net present value (PNPV)
The projected present or current value of (discounted) future net cash flows given an interest rate (the discount rate). A positive project NPV normally indicates that the investment should be made unless other projects have higher NPVs.
Projected return on investment (PROI)
A project’s expected return in percentage terms. ROI is calculated by dividing net benefits (benefits less costs) by costs.
Discount rate
The interest rate used in cash flow analysis to take into account the time value of money. Organizations typically use discount rates between 8% and 16%.
Appendix A
NEW TECHNOLOGY: Projected Total Economic Impact
New Technology: Projected Total Economic Impact (New Tech TEI) is a methodology developed by Forrester Research that enhances a company’s technology decision-making processes and assists solution providers in communicating their value proposition to clients. The New Tech TEI methodology helps companies demonstrate, justify, and realize the tangible value of business and technology initiatives to both senior management and other key stakeholders.
Appendix B
Survey Demographics
[CONTENT]
| Geography | |
|---|---|
| United States | 24% |
| Japan | 13% |
| Australia | 13% |
| Germany | 11% |
| Canada | 9% |
| United Kingdom | 9% |
| France | 9% |
| India | 8% |
| Brazil | 4% |
[CONTENT]
| INDUSTRY | |
|---|---|
| Retail | 10% |
| Financial services | 9% |
| IT/tech services | 8% |
| Healthcare | 8% |
| Manufacturing/consumer packaged goods | 7% |
| Government | 6% |
| Manufacturing/production of high-tech products | 6% |
| Manufacturing/production of industrial products | 6% |
| Utilities | 6% |
| Insurance | 5% |
| Other industries (less than 5% each) | 29% |
[CONTENT]
| ANNUAL REVENUE | |
|---|---|
| $250M to $499M | 4% |
| $500M to $749M | 12% |
| $750M to $999M | 15% |
| $1B to $2.9B | 21% |
| $3B to $4.9B | 15% |
| $5B to $9.9B | 14% |
| $10B to $49.9B | 13% |
| $50B or more | 6% |
Appendix C
Endnotes
1 Source: U.S. Bureau Of Labor Statistics.
2 Source: U.S. Bureau Of Labor Statistics.
3 Source: “Introducing The Forrester AI Value Matrix: A Framework For Measuring What Matters,” Forrester Research, Inc., October 26, 2026.
4 Source: “The Future Of Technology Operations,” Forrester Research, Inc., September 24, 2025.
5 Sources: “The AI CIO,” Forrester Research, Inc., April 9, 2026; “Customer Zero Programs Are A New Trust Test For Autonomous Execution,” Forrester Research, Inc., June 30, 2026.
Disclosures
Readers should be aware of the following:
This study is commissioned by SAP and delivered by Forrester Consulting. It is not meant to be used as a competitive analysis.
Forrester makes no assumptions as to the potential ROI that other organizations will receive. Forrester strongly advises that readers use their own estimates within the framework provided in the study to determine the appropriateness of an investment in SAP Joule. For any interactive functionality, the intent is for the questions to solicit inputs specific to a prospect's business. Forrester believes that this analysis is representative of what companies may achieve with Joule based on the inputs provided and any assumptions made. Forrester does not endorse SAP or its offerings. Although great care has been taken to ensure the accuracy and completeness of this model, SAP and Forrester Research are unable to accept any legal responsibility for any actions taken on the basis of the information contained herein. The interactive tool is provided ‘AS IS,’ and Forrester and SAP make no warranties of any kind.
SAP reviewed and provided feedback to Forrester, but Forrester maintains editorial control over the study and its findings and does not accept changes to the study that contradict Forrester’s findings or obscure the meaning of the study.
SAP provided the customer names for the interviews but did not participate in the interviews.
Forrester fielded the double-blind survey using a third-party survey partner.
Consulting Team:
Chengcheng Dong
Published
November 2026