.avif)
Customer & challenge
An internationally active shared services provider was faced with the challenge of providing growing amounts of SAP data stably, securely and significantly faster. By using Xtract IS in the existing SSIS landscape, performance, flexibility and security levels were significantly improved – with measurable added value for controlling.
The customer is a central service provider within an internationally operating corporate group, supporting multiple organizational units with standardized IT and controlling services. The IT landscape is heterogeneous and designed to reliably supply various business departments.
In financial and HR controlling, SAP data extracted on a daily basis forms the foundation for analysis, planning, and reporting in IBM Planning Analytics. The platform processes data from multiple applications and depends on complete, stable, and secure data deliveries.
The previously used SAP connector had proven itself over many years but increasingly reached technical limits as requirements and data volumes grew. In some cases, extractions were incomplete or load processes were interrupted, leading to follow-up questions from controlling and additional manual effort.
“In day-to-day operations, it happened repeatedly that individual tables were not loaded completely. In such cases, we had to restart the extractions manually. That was manageable, but not efficient in the long run,” explains the project manager.
At the same time, security requirements became more stringent. Interfaces were required to be consistently secured, and data transfers had to be encrypted. The existing solution did not meet these requirements with sufficient quality. Support from the previous vendor also failed to resolve the recurring issues sustainably.
In parallel, data volumes continued to grow. Every day, very large volumes of data had to be provided from numerous SAP tables. Nightly load processes increasingly consumed time and resources, limiting the early availability of up-to-date data. In addition, there was a need to connect further systems and organizational units.
Solution With Xtract IS
As part of a structured evaluation, several solutions were assessed. The most important requirements included:
- stable and reliable SAP data extraction
- complete data delivery
- support for modern security mechanisms
- seamless integration into existing SSIS processes
- sufficient performance for large data volumes
Xtract IS met all defined functional and technical requirements. A key advantage of the SAP interface was the ability to technically replace the existing connector without fundamental adjustments.
Xtract IS was integrated into the existing Microsoft SQL and SSIS infrastructure and enables access to both SAP tables and SAP reports. Activated encryption ensures compliance with all internal security requirements. The technical setup is standardized and allows for centralized monitoring of processes. By using dynamic project structures and environment variables, different systems and applications can be mapped efficiently.
The implementation was carried out step by step. After successful testing, the migration was executed in a controlled scenario. The transition was stable and did not impact ongoing operations.
“Installation and configuration were straightforward. After a short introduction, we were able to work productively right away. The migration itself also went smoothly,” reports the project manager.
Requirement
Stable SAP data extractions via SSIS with full SNC encryption for HR and financial controlling based on IBM Planning Analytics.
Solution
Xtract IS
Implementation effort
A few hours
Added value
High-speed data extractions, 46% time savings in daily loads, compliance with corporate security standards, high application flexibility through various components, ease of use, SAP S/4HANA compatibility
With Xtract IS, the company now has a stable and high-performance foundation for daily reporting, corporate planning, and data provisioning for multiple national and international systems. Extractions now run completely and reliably, without manual intervention.
The performance improvements are significant. In some areas, the runtime of nightly load processes was reduced by 46%. Current data is now available much earlier.
Another key benefit is full compliance with corporate security requirements. SNC encryption can be easily configured in Xtract IS and ensures that SAP data transfers meet the customer’s security standards.
In addition, Xtract IS can extract data from SAP reports via its report component.
“This gives us additional flexibility, especially for applications such as depreciation simulations,” explains the project manager. “We couldn’t extract this SAP report data at all with the previous connector. In the past, complex internal SAP jobs would have been required. Now we can access this data without any issues. That’s a clear advantage, both for international simulations and for controlling.”
The company is currently testing the Xtract IS Table CDC component to implement incremental load processes in the future. Table CDC follows the Change Data Capture principle and retrieves only changed records. This reduces system load and enables near real-time updates.
At the same time, additional systems are being connected. The solution is already fully prepared for future generations of SAP systems.
Outlook
UiPath plans to extend its use of Xtract Core with incremental extraction and scheduling capabilities to further enhance automation.
“We see Theobald Software not just as a technology provider, but as a strategic partner on our journey toward the next generation of process automation. We would recommend Theobald Software anytime – not only for the technology but also for the collaborative partnership,” says Miller.
Conclusion: A Strong Partner for Strong Results
With Xtract Core, SAP integration has gone from a constraint to a competitive advantage for UiPath. The partnership with Theobald Software has simplified, accelerated, and strengthened UiPath’s SAP connectivity — building the foundation for advanced, data-driven process optimization.



