
By February 2026, DSAG’s own Investment Report had already surfaced the gap SAP would spend the rest of the year trying to close by other means. Only 3 per cent of surveyed companies ran their production AI use cases on SAP’s own tools, while 77 per cent ran theirs on non-SAP solutions instead, Microsoft Copilot chief among them. Two months later, SAP rewrote its API policy. Section 2.2.2 of the new terms blocks external AI agents from calling SAP systems directly, prohibiting what it calls independent scheduling or execution of API calls. Every agentic use case now has to route through Joule, SAP’s own assistant, adding a second layer of inference and cost to anything a customer’s AI tools want to do inside SAP.
Two Competitors Bet the Opposite Way
Salesforce and ServiceNow read the same gap differently. Salesforce launched Headless 360 in April 2026, giving external agents direct access through REST, Model Context Protocol tools and the command line, no mandatory detour through a proprietary assistant required. ServiceNow’s Action Fabric, announced at Knowledge 2026, opened two decades of workflows and business rules to any agent through the same open standards. Neither company built a legal wall around its intelligence layer. Both are betting that customers will choose their AI because it is good, not because the contract requires it.
The Mandate Had a Structural Problem Too
Joule is only available to customers on RISE or GROW with SAP cloud contracts, which shuts out the thousands of organisations still running on-premise ECC. Support for ECC 6.0 ends in 2027, so over ten thousand customers are being asked to migrate their core system and adopt a mandated AI layer on the same timeline, set by the vendor rather than the customer. SAP’s own chief customer officer has disputed the DSAG survey’s reach, noting that fewer than 100 organisations responded, which is a fair challenge to the precision of the number. It does not explain why SAP is separately funding a hundred-million-euro partner investment programme to accelerate adoption of a product it says the market already wants.
The Hedge That Followed the Mandate
At Sapphire 2026, a few months after the API policy took effect, SAP quietly hedged its own bet. Alongside Joule Studio 2.0, it introduced an AI Agent Hub, described as vendor-agnostic governance for SAP and third-party agents alike, bundled into the platform at no extra charge. A company confident that mandating Joule had closed the gap DSAG measured in February would not need to build the open door it spent the spring telling customers they did not need.
The Question Every PMO Should Be Asking Now
None of this is really about SAP. Every PMO running a platform strategy right now is making the same call in miniature, whether to route AI agents through one sanctioned tool or leave the door open for whichever tool the business actually adopts. SAP had the market power to write the mandate into a contract, and it wrote that mandate only after its own user group had already published the adoption numbers it was meant to fix. Assume your organisation has less leverage than SAP did, and plan the exit clause before you write the mandate, not after the adoption numbers come back.








