SAP Enable Now vs. Walkme: Update #1

Summary

In this update on SAP's acquisition of WalkMe, the speaker discusses the future of SAP Enable Now and the impact of integrating WalkMe's capabilities. Three distinct products are anticipated: an in-application help solution leveraging WalkMe's broader browser-based support, a courseware solution for e-learning and simulations, and enhanced analytics capabilities. While WalkMe offers superior analytics and digital adoption tools, SAP Companion's tight integration with SAP products may persist. The timeline for a unified solution remains uncertain, with expectations for product announcements in the near future and a potential merger by early 2026.

Takeaways

• 😀 SAP has acquired WalkMe, finalizing the deal in September, leading to significant changes in SAP Enable Now.
• 🤖 WalkMe and SAP Companion both provide in-application help, but WalkMe has broader capabilities across any browser-based application.
• ⚖️ SAP is likely to merge the functionalities of WalkMe and SAP Companion, favoring WalkMe due to its versatility.
• 🔄 There are challenges in migrating existing content from SAP Companion to WalkMe due to differing technologies.
• 📊 SAP Companion currently integrates well with SAP products, but WalkMe's capabilities may replace it in the long run.
• 🎓 SAP Enable Now will continue to offer robust courseware solutions, focusing on simulations and e-learning for self-paced learning.
• 🚀 WalkMe’s analytics will enhance SAP's reporting capabilities, offering more detailed insights into user interactions and behaviors.
• 💰 SAP is expected to offer the three new products (in-app help, courseware, and analytics) as independent purchases, differing from WalkMe’s application-based pricing.
• ⏳ The introduction of the integrated in-application help solution is not expected until early 2026, allowing for thorough development and integration.
• 🔍 The acquisition presents opportunities for SAP to improve its training and support offerings, making them more competitive in the market.

Q & A

What was the main announcement made by SAP in June?

SAP announced that it would be acquiring WalkMe, a competitive product, to enhance its digital adoption solutions.

When was the acquisition of WalkMe finalized?

The acquisition was finalized in September.

How does WalkMe differ from SAP Enable Now?

WalkMe provides a digital adoption platform that offers in-application help for any browser-based application, while SAP Enable Now focuses primarily on SAP's own products.

What are the three products expected to emerge from the acquisition?

The three products are: an in-application help solution, a courseware solution for self-paced learning, and an analytics option.

What is the role of SAP Companion in the context of this acquisition?

SAP Companion is part of SAP Enable Now that provides in-application help specifically for SAP products, and its future in relation to WalkMe's capabilities is currently being evaluated.

What challenges are anticipated in migrating content from SAP Companion to WalkMe?

The migration may face technical difficulties due to differences in technologies and the structure of existing content, which complicates the export and import processes.

What are the capabilities of the courseware solution being developed?

The courseware solution will focus on building simulations and e-learning modules for self-paced learning, which have been a significant part of SAP Enable Now.

What improvements are expected in SAP Enable Now after the acquisition?

There is an expectation for enhanced functionalities in courseware development, particularly to match or exceed the capabilities of competing platforms like Articulate 360.

How will the pricing model likely change after the acquisition?

While WalkMe operates on a per-application pricing model, SAP is expected to maintain its traditional flat fee pricing for SAP Enable Now, but the specifics of the new pricing structure are yet to be clarified.

What is the timeline for the introduction of the new products from the acquisition?

Initial announcements of the new products are expected soon, but a fully integrated in-application help solution may not be available until early 2026.