AI Lead-to-Cash Audit in the SAP Environment
You want to bring AI and AI Agents into your Lead-to-Cash process, but lack a solid basis for deciding where to start: Which use cases can deliver measurable value, and can they realistically be implemented within your SAP and data landscape?
In complex SAP environments, fragmented or inaccessible data, inconsistent processes and system boundaries can make AI initiatives difficult to implement. Our audit brings clarity by prioritizing the use cases with the strongest business potential while assessing whether the operational and technical foundation is ready for implementation.
Get Clarity on Where AI Can Create Real Value
AI and AI Agents can unlock significant value across the Lead-to-Cash process. But many companies struggle to determine where they can make the biggest impact and whether their SAP landscape is ready. In complex SAP environments, looking at individual AI use cases in isolation is rarely enough. Data and processes may lack transparency, the technical landscape may be complex, or it may be unclear which use cases are truly worth pursuing.
Our audit brings these elements together. We look at processes, data, systems and architecture to identify relevant AI opportunities and determine their business value and feasibility. With SAP Signavio, we take an end-to-end view of the process – from Lead Management and Sales through Order Management and Service – while also assessing the AI readiness of the underlying landscape.
The result: a clear view of which use cases offer the greatest value, where action is needed and what to do next.
Your Benefits at a Glance
A holistic view of the entire process – from Lead Management and Sales through Order Management and Service.
A clear picture of whether your data, processes, systems and architecture are ready for AI Agents.
Use cases ranked by Business Value, Feasibility and Adoption to focus investment where it matters most.
SAP Signavio provides transparency across processes and helps translate identified opportunities into concrete use cases.
Concrete recommendations and next steps for turning AI opportunities into action and moving toward the Autonomous Enterprise.
The Outcome
The audit gives you a clear, prioritized basis for deciding where and how to use AI and AI Agents across your Lead-to-Cash process.
You receive a Lead-to-Cash AI Opportunity Map, a prioritized AI Use Case Map, an AI Readiness / Gap Assessmentcovering data, processes, systems and architecture, as well as concrete recommendations and a roadmap for the next steps.
For the highest-priority use case, we also develop a ROI assessment. This helps quantify the potential business impact and determine which AI initiatives are worth pursuing next.
Understand: Understand Your Lead-to-Cash Process
We take an end-to-end look at your Lead-to-Cash process – from Lead Management and Sales through Order Management to Service. This creates transparency across key processes, workflows and interfaces.
Discover: Identify AI Opportunities
We identify where AI and Agentic AI can create measurable business value across the Lead-to-Cash process. Relevant SAP standard AI Assistants and Agents are also considered.
Assess: Assess AI Readiness
We assess whether your data, processes, systems and architecture provide the right foundation for AI Agents. Data availability and accessibility, as well as technical and organizational barriers, are also taken into account.
Prioritize: Prioritize Use Cases
We rank the relevant use cases based on Business Value, Feasibility and Adoption. This gives you a clear basis for deciding which AI initiatives to pursue first.
Activate: Build the Business Case and Roadmap
For the highest-priority use case, we develop a concrete ROI assessment and translate the findings into an actionable roadmap. This provides a clear path for further AI adoption and toward the Autonomous Enterprise.
Lead-to-Cash AI Opportunity Map
Prioritized AI Use Case Map
AI Readiness / Gap Assessment
Assessment of data, processes, systems and architecture
Assessment of relevant SAP standard AI Assistants and Agents
Concrete recommendations and next steps
Roadmap
ROI assessment for the highest-priority use case
Duration: 2–3 weeks
Customer effort: 2–3 workshops, stakeholder interviews and access to relevant process, system and data information.
*The scope of the service is based on a defined scope, such as a tenant, business unit or country.
Find Out Where AI Can Create Real Value in Your Lead-to-Cash Process
You want to know where AI and AI Agents can make a real business impact across your Lead-to-Cash process – and whether your SAP environment, data and processes are ready?
Let’s identify together which opportunities are worth pursuing, what can be implemented today and what foundations are still needed to move toward the Autonomous Enterprise.
FAQ - Frequently Asked Question zum AI Lead-to-Cash Audit im SAP Environment
The AI Audit looks at your entire Lead-to-Cash process to identify where AI and AI Agents can create measurable business value. At the same time, it assesses whether your data, processes, systems and SAP architecture provide the foundation needed to implement and scale these use cases. Supported by SAP Signavio, the audit covers the process end-to-end – from Lead Management and Sales through Order Management to Service. The outcome is a prioritized AI Use Case Map with concrete recommendations and an ROI assessment for the highest-priority use case.
The offering is particularly relevant for companies with complex Lead-to-Cash processes and SAP as a central business platform. It is especially suited to organizations that are already exploring AI or Agentic AI, running initial PoCs, undergoing an SAP or S/4 transformation, or looking to move from experimentation toward scalable AI applications and a solid business case. The campaign is industry-agnostic, with an initial focus on B2B and industrial companies.
The audit does not start with a predefined AI use case. Instead, we look at the entire Lead-to-Cash process to determine where AI can create measurable value. We also assess the prerequisites for implementation, including data, processes, systems, interfaces and architecture. Use cases are then prioritized based on Business Value, Feasibility and Adoption. For the highest-priority use case, we also develop an ROI assessment. This goes beyond ideation and provides a solid basis for investment and implementation decisions.
We assess the key requirements across data, processes, systems and architecture. This includes looking at whether the required data is available, accessible and usable for AI Agents, how processes and systems are integrated, and what technical or organizational barriers could stand in the way of implementation. Relevant SAP standard AI Assistants and Agents are also considered. The result is a clear view of your current AI readiness and the gaps that need to be addressed.
The audit covers Lead-to-Cash end-to-end, including Lead Management and Sales as well as Order Management and Service. This holistic perspective helps uncover AI opportunities within individual process steps as well as across process boundaries. SAP Signavio supports the analysis. The specific scope is agreed in advance for the relevant countries and/or business units.
The identified AI and Agentic AI opportunities are prioritized based on three key criteria: Business Value, Feasibility and Adoption. This means looking beyond technical potential to understand the economic value of each use case, how realistically it can be implemented in the existing environment, and what is needed for successful adoption. The result is a prioritized AI Use Case Map.
For the highest-priority AI use case, we develop a concrete ROI assessment. This provides a solid basis for an investment decision and connects the technological potential with the expected business impact. For the remaining use cases, the prioritization based on Business Value, Feasibility and Adoption provides a clear basis for further decisions.
The audit typically takes 2–3 weeks and includes workshops, stakeholder interviews and access to relevant process, system and data information. The audit is delivered jointly by Consulting and SAP experts. Where needed, specialists in AI, Data and Architecture can also be involved.
The AI Audit Lead-to-Cash in the SAP Environment is offered at a fixed price of EUR 20,000. The scope includes the end-to-end Lead-to-Cash assessment, identification and prioritization of AI and Agentic AI opportunities, the AI Readiness / Gap Assessment, concrete recommendations and a roadmap, as well as the ROI assessment for the highest-priority use case.
Implementing AI Agents before the underlying environment is ready can create unnecessary complexity. Fragmented or inaccessible data, inconsistent processes, legacy integrations, technical debt, unclear ownership, missing governance or limited adoption can all make scaling difficult. The audit therefore looks at the foundation first while identifying the most relevant AI opportunities. This helps clarify which use cases make sense and what needs to be in place for successful implementation.