© 2016 CITGO Petroleum Corporation.

CITGO: Fueling Time Savings and Ensuring Quality with Automation

Pennie Easter, CITGO PetroleumReiner Musier, Worksoft

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Agenda• Introduction to CITGO• CITGO’s Enterprise Application Landscape• IT Business Needs and Drivers for Functional Test Automation• Approach• Results

– Business Process Coverage with Worksoft Certify®– Efficiencies and Savings– Planned Project Benefits

• Next Steps– Future Automation Plans – Expanding Automation Beyond SAP®

CITGO Today

6th Largest and Most Complex Independent U.S. Refiner• 3 refineries; combined refining capacity 749,000 BPD

• 27 states; more than 5,500 branded retail stations

• 48 petroleum product terminals; 9 pipelines

• 3 lubes blending and packaging plants

Sold 14.8 Billion Gallons of RefinedProducts in 2014

Enterprise Application Landscape<CITGO to insert list or graphic of SAP landscape and other key enterprise applications>

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2016 CITGO SAP

• Payroll• Benefits• HR Systems• Business Intelligence• Master Data• IT Security• Financial Controls

SAP Scope of Business Functionality at CITGO

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Refining• Plant Maintenance• Non-Hydrocarbon

Procurement• Workorders• Project Systems• Non-Hydrocarbon

Inventory• Rental Equipment

Tracking

Product and Crude Supply• Trade Capture and Hydrocarbon Scheduling• Hydrocarbon Inventory• Exchanges & Terminal Agreements• Pricing• Crude Supply, Product Supply, PetroChem & Lubes

Marketing• Light Oils Marketing• Lubes Marketing• Brand Development• Payment Card

Operations• Sales Reporting• MarketNet

Corporate Systems• General Ledger• Accounts Payable• Accounts Receivables• Fixed Assets• Credit • Consolidations• Tax• Cash Forecasting• Banking

Terminals & Pipeline• Data Gathering• Billing• Pricing• Allocations• Terminal Automation

CITGO Key Business Processes• Enterprise Asset Management (EAM)• Capital Asset Management (CAM)• Environmental Health & Safety (EHS)• Finance/ Controlling (FICO)• Human Capital Management (HCM)• Manufacturing (MFG)• Master Data Management (MDM) • Order to Cash (OTC)• Plan to Make (PTM)• Plan to Produce (PTP)• Procure to Pay (PTP)• Quality Management (QM)• Requisition to Check (RTC)• Sarbanes-Oxley Compliance (SOX)• Inventory Management (IM)

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Seeking high qualitybusiness process

execution

CITGO Workstreams Across Functions and Units

• Security• Human Resources• Financials• Hydrocarbon MM• Lubes• Non-Hydrocarbon• Sales and Distribution Rack

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Seeking high qualitybusiness process

execution

IT Business Needs • CITGO needed a solution to validate critical business processes in

order to avoid business disruption and improve quality when deploying SAP software updates and technology changes.

• The automation platform had to be user friendly for business analysts.

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Drivers for Automation

Worksoft Certify® was selected to:

• Quickly build and maintain complex end-to-end tests in CITGO’s environments

• Mitigate risk due to technology change• Improve the quality of testing; reduce

production defects• Maintain the integrity of existing systems• Reduce testing cycles, resulting in faster

SAP upgrade projects• Increase the level of formal testing on

other projects and support• Deliver significant savings and efficiency in

business process validation

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Approach• Organizational and Team Structure Established

– Four governance group members – Nine sub-committee members:

• Including two Worksoft Certify administrators for attribute updates, role administration, monitoring and coordination of upgrades to Worksoft platform

• Governance EffortNaming Standards: Establish standard variable naming conventions. For example:• Main Automated SAP Scenario for Transaction Code• Automated SAP Scenario with child process• Manual SAP Scenario• Main Automated SAP Scenario for Integrated Processes• Automated HR Scenario• Non-SAP Automated Scenario (MarketNet)

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Approach• Governance Effort (continued)

Required Fields • Differentiate process attributes• Review and approve test scenarios• Develop reporting criteria• Train members on the Worksoft Certify software• Recommend process improvements

Promote to Production • Before moving to production folder, team leads will make sure all naming

conventions and required information are within the scenario

Folder Structures • Two main folders to manage activity

– Citgo Development: Development sandbox for all test scenarios– Citgo Production: Master file for all test scenarios, whether single

transaction or integrated

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Worksoft Automation Capabilities Integrated end-to-end testing across applications Data driven testing Use of recordsets Data passing across processes Dynamic capture of runtime generated data Run time based data driven logic Date & text manipulation Screen captures & automated process document generation Dynamic generation of real time test data Reusable test asset creation Handles advanced grid & tree controls No programming skills required

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ResultsBusiness Process Coverage• CITGO is using Worksoft Certify to automate the functional testing

of processes that support key areas in sales, purchasing, supply chain, inventory and more

• 45%-50% of tests to support highly critical business processes have been completed

• 769 of 1,910 business process scenarios covered in just 8 weeks

Greater Frequency in Quality Assurance & Defect Identification• Previous testing was conducted only once per year; Worksoft

Certify is now used on a week-to-week basis • Weekly testing supports day-to-day activities including

customization of reports, programming, running transactions, problem solving, and more

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Results (continued)Efficiency and Time Savings• Testing time is reduced from weeks to days, hours to minutes• CITGO spends 3 months out of the year testing for yearly releases

• The company is on track to cut testing effort by 25% or more with automation - replacing manual labor with digital labor

• Automation gives analysts time back – to focus on more strategic projects.

• Initial project requires effort above the manual approach, but well worth the time and investment 

• Benefits will extend to subsequent projects

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Results (continued)Efficiency and Time Savings – by Workstream

Lubricant and Hydrocarbon process groups:• Goal is to automate 85% of 1,060 test scenarios, reducing the number of

analysts needed to test and accuracy of testing• Currently, 14 IT Analysts run full set of tests for 3 iterations of testing cycle

each year for SAP upgrade An 85 step business process was completed in less than a minute

• A 400 step business process was completed within two minutes • Initial results: CITGO has converted 10-15% of test scenarios and

subsequently removed approx. 2 FTE weeks of testing through efficiencies afforded by Worksoft Certify’s ability to link scenarios

• Worksoft Certify is being used for day-to-day program testing for “run the business” activities

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Results (continued)Non-Hydrocarbon process group:• Goal was to automate 60-70% of 850 test scenarios into approx. 50

Worksoft work process tests resulting in 3 FTE weeks of testing• Approx. 10 full time equivalent (FTE) weeks of testing per each 850 test

iterative cycle• Initial results: CITGO has converted 15-20% of test scenarios and

subsequently removed approx. 3 FTE weeks of testing through efficiencies afforded by Worksoft Certify

• In addition to automation, Certify allows CITGO to test more wisely, spend more time on critical process oversight and SAP updates

• End result: more thorough testing for the allotted time given to each test cycle

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Next Steps• Further automation of business scenarios not covered during initial

project • “Knitting” together CITGO unit tests to create additional end-to-end

business process tests• Expanding use of automation beyond SAP

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Today’s End-to-End Business Processes

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Q&A

Pennie EasterSenior Information Analyst Supervisor CITGO PetroleumPEaster@citgo.com

Reiner MusierVice PresidentWorksoft (www.worksoft.com)rmusier@worksoft.com

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