In this step-by-step guide for 2025, we explore how businesses can leverage the SAP Activate methodology to streamline their S/4HANA upgrade with confidence and clarity.
What Is the SAP Activate Roadmap?
The SAP Activate Roadmap is a comprehensive implementation and upgrade framework provided by SAP. It combines best practices, guided configuration, and Agile project delivery techniques. Originally designed for greenfield implementations, SAP Activate now also supports brownfield (system conversion) and selective data transition scenarios.
The roadmap is divided into six phases, each with detailed deliverables, accelerators, and tools to ensure project success.
Step-by-Step Breakdown of SAP Activate for S/4HANA Upgrades
1. Discover Phase: Build Your Business Case
In the Discover phase, businesses evaluate the value proposition of upgrading to S/4HANA 2025. This includes identifying technical drivers, aligning with digital transformation goals, and exploring the new features of the latest S/4HANA release.
Key Activities:
- Value assessment
- Readiness checks (SAP Readiness Check tool)
- Stakeholder alignment
- Initial high-level planning
Pro Tip: Use SAP’s Business Scenario Recommendations tool to identify which processes will benefit most from the upgrade.
2. Prepare Phase: Lay the Foundation
Here, the project is officially kicked off. Teams are assembled, the roadmap is selected, and the system landscape is assessed for upgrade readiness.
Key Activities:
- Define project scope and governance
- Assign roles and responsibilities
- Install maintenance planner and software update manager (SUM)
- Perform system sizing and infrastructure checks
Deliverables: Project charter, initial risk log, and high-level upgrade timeline.
3. Explore Phase: Fit-to-Standard Analysis
During this phase, teams conduct a fit-to-standard workshop to analyze current business processes against standard S/4HANA capabilities. It’s also the time to review custom code, identify obsolete functionalities, and plan simplifications.
Key Activities:
- Run SAP S/4HANA Simplification Item Check
- Analyze custom code using SAP’s Custom Code Migration tool
- Confirm business process requirements
- Validate Fiori app readiness
Outcome: A finalized list of required configurations, extensions, and gaps for development.
4. Realize Phase: Configuration and Testing
This is the most intense part of the roadmap, where the system is configured, extensions are built, and integration scenarios are tested. Data migration and rigorous testing ensure business continuity post-upgrade.
Key Activities:
- Configure standard and custom processes
- Develop and test extensions
- Perform test cycles: unit, integration, UAT
- Begin data migration (trial runs)
Tools Used: SAP Fiori apps, SAP Solution Manager, and automated testing tools.
Security Tip: Ensure compliance and system security settings are revalidated after migration.
5. Deploy Phase: Go-Live Preparation
As the upgrade nears completion, this phase ensures smooth deployment with final cutover planning, end-user training, and production readiness checks.
Key Activities:
- Finalize cutover checklist
- Conduct mock go-lives
- Train end users and support teams
- Establish hypercare support structure
Go-Live Checklist Includes:
- Backup plans
- Communication templates
- Issue escalation procedures
6. Run Phase: Continuous Improvement
Post-upgrade, it’s important to monitor system performance, optimize processes, and roll out innovations. SAP’s support tools help stabilize operations during the hypercare period and beyond.
Key Activities:
- Monitor KPIs and system logs
- Capture user feedback
- Apply hotfixes and patches
- Roll out additional Fiori apps or analytics
Outcome: A future-ready, agile ERP landscape aligned with business growth.