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How to govern SAP Joule

The assistant embedded in SAP business processes, touching finance, HR and supply-chain records.

SAP · Reviewed when the vendor ships a capability change or a customer declares the tool

How SAP Joule is used

We see five common ways businesses use SAP Joule, and we govern each one on its own terms. If your team uses it differently, that is fine: you describe the use in your own words and Certrak works out the governance from what it actually does.

General productivity assistance

Consequence to people: Low

Drafting, summarising, brainstorming, internal Q&A - day-to-day help with internal work

Internal informationEvery output reviewedInternal use only
  • Review rhythm: Annual review
  • Governance is mostly about: Safe everyday use; Checking what it produces; What it may be given

Internal data analysis and insights

Consequence to people: Low

Analysing business data, surfacing insights, building dashboards

Internal informationEvery output reviewedInternal use only
  • Review rhythm: Annual review
  • Governance is mostly about: Safe everyday use; Checking what it produces; What it may be given

Financial analysis and modelling

Consequence to people: Low

Forecasting, budgeting, scenario analysis - internal financial work

Internal informationEvery output reviewedInternal use only
  • Review rhythm: Twice-yearly review
  • Governance is mostly about: Safe everyday use; A person stays accountable; Checking what it produces

Performance and workforce management

Consequence to people: High

Performance review assistance, workforce analytics, internal mobility recommendations

Personal informationEvery output reviewedSignificant decisions
  • Review rhythm: Quarterly review
  • Governance is mostly about: Safe everyday use; A person stays accountable; What it may be given

Hiring and recruitment

Consequence to people: High

Screening applications, ranking candidates, drafting outreach to applicants

Personal informationEvery output reviewedSignificant decisions
  • Review rhythm: Quarterly review
  • Governance is mostly about: Safe everyday use; A person stays accountable; What it may be given

Governing SAP Joule in practice

  1. Name one person who owns SAP Joule in your business. Governance starts with a name.
  2. Write down what SAP Joule is used for. Certrak recognises 5 common uses: General productivity assistance, Internal data analysis and insights, Financial analysis and modelling, Performance and workforce management and Hiring and recruitment. Yours may differ; write down yours.
  3. Decide what SAP Joule may and may not be given. Personal information is in scope for some uses; write the boundary down before it is needed.
  4. Agree that a person reviews every output before it is used, and name who.
  5. Where SAP Joule shapes a decision about a person, keep a person accountable for it and a record of how SAP Joule informed it.
  6. Look at this again every quarter, and sooner on any of these: industry incidents, vendor model updates and data classification changes.

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