Uffective Integration with SAP
Uffective provides a seamless and fully integrated connection between strategic project portfolio management and SAP, supporting S/4HANA, legacy SAP systems, and SAP Cloud Integration. This enables organisations to maintain transparency, control, and data consistency while modernising financial and project governance. The integration ensures that information captured in Uffective flows reliably into SAP, reducing manual work and improving data quality across the entire lifecycle of investment and project management.
Integrated Financial Year Planning
Effective financial planning requires alignment between strategic objectives and operational execution. Uffective offers structured tools for planning, forecasting, and monitoring budgets across current and future fiscal years. Budgets can be structured by cost types, phases, or delivery categories, while scenario-based forecasting and metrics such as the Current Fiscal Year Impact (CFYI) support both mid-term and long-range planning.
Once a project is approved, Uffective generates WBS elements and loads only the required budget into SAP—eliminating spreadsheet-driven annual planning and significantly increasing financial data quality in SAP.
Business Case Management
Investment decisions rely on consistent, high-quality business cases. Organisations typically store these in spreadsheets with hundreds of data points, making portfolio-wide analysis difficult. Uffective imports, structures, and manages these business cases, linking them directly to projects and embedding them into governance workflows.
This enables multi-case portfolio analysis, strengthens value-based decision-making, and ensures that both strategic and operational dimensions of investments are assessed using consistent templates and permissions.
Budget Approvals and Governance
Approving budgets requires complete visibility of available funds, forecast updates, and upcoming investment requests. Uffective automatically extracts key information from project proposals and business cases, presenting it in a standardised, decision-ready format.
Decision-makers receive end-to-end transparency of approved budgets, requested amounts, remaining funds, and pipeline projects. Traditionally, these analyses are performed manually by controllers using spreadsheets because SAP does not contain this level of portfolio detail. Uffective fully automates this process.
Applying Accounting Principles with AI
Capitalisation decisions require evaluating technical feasibility, long-term economic benefit, and ownership – typically through manual assessment of extensive documentation.
Uffective automates these evaluations using AI and large language models. The system scans documents such as requirement specifications, presentations, and business cases to classify cost items as CAPEX or OPEX and links each automated conclusion back to its source passage, ensuring transparency and auditability.
This automation not only accelerates approvals but also significantly improves the accuracy and consistency of SAP financial data.
Automated Creation of WBS Elements in SAP
Uffective enables rapid and reliable creation of WBS elements based on predefined project attributes such as cost types, cost centres, and project structures.
Once a project is approved, Uffective generates WBS elements in SAP and assigns budgets automatically. Procurement, accruals, commitments, and actuals continue to be managed in SAP, while Uffective presents the data in a user-friendly view tailored for project leaders.
For one customer, more than 13,500 WBS elements were created automatically over three years, reducing creation time from weeks to near instant.
Transparency for Project Leaders
Project leaders gain immediate access to up-to-date financial information including actuals, commitments, and procurement-related liabilities. This eliminates the need to navigate SAP directly and ensures that all stakeholders work with a single, reliable data source.
For another customer, over 135,000 SAP records were synchronised into Uffective, greatly improving collaboration between Finance and IT and strengthening organisational alignment.
Modern Reporting and AI-supported Insights
All data captured in Uffective flows directly into reporting structures — no manual data collection required. Reports can be delivered through dashboards, BI tools such as Power BI, or scheduled PDFs.
AI enhances risk identification, interprets unstructured content, and highlights patterns that support proactive decision-making.
Customers describe the reporting as transparent, realistic, and significantly easier to consume than SAP-native views.
Impact on Financial Governance
Once configured, Uffective automates key governance tasks continuously across all approval workflows. It eliminates manual effort, improves the quality of financial inputs, and ensures that each decision is backed by traceable, source-linked documentation.
This leads to stronger governance, faster preparation cycles, and clearer information for senior decision-makers.
For more information, download our Whitepaper below.
