An agent spots SAP migration signals; analysts decide what they mean
An SAP data migration vendor's analysts spent their week searching for ERP programmes by hand. An agent now scans the full target list, and analysts judge what it finds.
- Challenge
Analysts hunted for SAP migration signals by hand, and coverage stopped when their week did.
- Approach
A purpose-built research agent, configured to the vendor's signal rules, with analyst review.
- Result
The full target list scanned weekly, with analysts approving each finding before sellers see it.
The situation
A vendor of SAP data migration software wins most often when a company plans its move off SAP ECC and must clean its master data before cutover. Its analysts find those programmes by hand, reading job posts, integrator announcements and annual reports account by account. Coverage ends where the analysts' week runs out, so many programmes surface after data tooling has been shortlisted. Deciding what the evidence means, the scarce part of their work, gets the least time.
The question that mattered
Can the searching be handed to an agent without losing the analysts' judgement about which evidence is real?
What we did
- 1
Codify the analysts' rules
Document how analysts recognise a live ERP programme, which sources they trust, and which false positives they discard, such as recruiter reposts or programmes past cutover.
- 2
Build the detection agent
Configure an agent to scan the target list for SAP data-migration hiring, integrator press releases and RISE with SAP announcements, citing source, date and confidence.
- 3
Set guardrails and a review queue
Send findings to an analyst queue ranked by confidence, with weak evidence flagged. Nothing reaches the CRM until an analyst approves it.
- 4
Run supervised and tune
Run the agent alongside the manual process and adjust rules wherever analysts reject findings, before widening the account list.
What we delivered
The evidence and working documents the team kept.
- ERP-programme signal rulebook written from the analysts' practice
- Detection agent configured to the vendor's target accounts and sources
- Analyst review queue with confidence ranking and source links
- Audit log of approvals, rejections and rule changes
- Weekly signal digest for account owners, showing each programme's stage
The outcome
Coverage
spans the full target list, scanned weekly, not only the accounts analysts reach
Analysts
review and approve findings instead of searching for them
Account owners
contact ERP programmes while the data workstream is still being scoped
Weak evidence
is flagged for closer review, never written straight to the CRM
Sellers open first calls with the cited signal, such as a posted SAP master-data lead role, and ask who owns data readiness before cutover.
What changed in the GTM motion
Signal research is now a weekly review queue rather than a periodic analyst sprint. Analysts focus on what each signal means for the programme, and every rejection becomes a dated rulebook change.
Services in this programme
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