What has happened?
Theobald Software, known for its SAP data extraction capabilities, has announced the acquisition of bluetelligence. bluetelligence offers specialized solutions for SAP documentation, a SAP data catalog, and an API for extracting SAP metadata.
What is interesting about it?
Accessing and extracting SAP data remains a significant challenge for analytical use cases. The options for SAP data access are limited, and implementation typically requires complex technical expertise, which creates a bottleneck for rapid deployment.
Companies faced with this challenge currently have several options: 1) use native SAP extraction capabilities or adopt the new SAP Business Data Cloud (BDC) to use SAP provided data products, 2) implement specialized SAP data extraction tools (e.g. from dab, DVW, Fivetran HVR or Theobald Software), or 3) leverage data integration platforms with SAP connectors (e.g., Collibra, Informatica, Qlik) that support SAP metadata and data extraction.
The merger of Theobald Software and bluetelligence combines two expert companies delivering high-quality connectivity solutions that can be considered market leaders in their niche. This combination of metadata and data expertise offers comprehensive data access, from SAP data discovery and analysis (including data quality and data lineage) to actual data access and extraction.
This is particularly relevant for current projects many SAP customers face, such as SAP BW 7.5 migrations (through pre-migration analysis, a better understanding of SAP data flows and business logic by a detailed data lineage analysis showing SAP data provenance and usage, and optimization), the democratization of SAP data access for business users via discovery and analysis functions, and meeting regulatory requirements through improved transparency of SAP data and processes.
Effects for Customers
Customers stand to benefit from this merger if both product lines continue to be developed with equal intensity and enthusiasm:
Expanded capabilities
- Theobald Software customers gain functionality to better explore and understand SAP data and relationships in business language, making SAP data access feasible for everyone while obtaining governance tools to improve data quality and transparency.
- bluetelligence customers can now complete their journey from pure exploration to direct data access, which was not previously possible with the bluetelligence solution.
Enhanced metadata capabilities
- The Metadata API is an underappreciated capability that enables SAP metadata extraction at a highly detailed level, already used as OEM in several well-known catalog solutions to enrich existing metadata solutions with detailed SAP system knowledge.
Strengthened position as an SAP data extraction option
Customers of SAP and Theobald Software have multiple options to extract data from SAP systems, and these options continue to evolve. The extended capabilities strengthen the position of both vendors compared to other options:
- SAP’s new approach to providing SAP data for analytical use cases is to deliver data products in SAP Business Data Cloud (BDC). However, this SAP-centric path isn’t viable for all customers, particularly since SAP BDC has limitations and is primarily designed for use within SAP’s own ecosystem.
- All comprehensive data management platforms offer SAP connectivity, but they require significant investment to implement and fully utilize them. Additionally, the SAP connector in these portfolios is only one of many, with quality and support for SAP source and target systems varying considerably across vendors.
- SAP data extraction and integration specialists rarely provide complete data access coverage. Achieving an end-to-end SAP data access experience typically requires combining multiple tools to integrate comprehensive metadata management with technical SAP data access capabilities.
Strategic outlook
Both companies are specialists in SAP data, and SAP data access remains a highly relevant topic.
The merger creates a holistic SAP data access solution by combining SAP data knowledge with actual SAP data. This can significantly simplify both business and technical access to SAP data, e.g. for offering SAP data products in the enterprise.
The key factor will be maintaining and expanding their comparative differentiators in SAP data access while enhancing capabilities to provide SAP context, knowledge and data to other tools and AI agents.