CITGO: Fueling Time Savings and Ensuring Quality with Automation
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Citgo Petroleum has implemented Worksoft Certify® for functional test automation to improve quality and efficiency in their business processes across various domains, including sales and supply chain. The automation initiative has led to significant time savings and better test coverage, with approximately 50% of critical business processes automated within just 8 weeks. Future plans include expanding automation beyond SAP and further integrating test scenarios to enhance end-to-end testing capabilities.
CITGO: Fueling Time Savings and Ensuring Quality with Automation
- 1. © 2016 CITGO Petroleum Corporation. CITGO: Fueling Time Savings and Ensuring Quality with Automation Pennie Easter, CITGO Petroleum Reiner Musier, Worksoft
- 2. 2 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®
- 3. CITGOToday 6thLargest 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 Refined Products in 2014
- 4. Enterprise Application Landscape <CITGO to insert list or graphic of SAP landscape and other key enterprise applications> 4 2016 CITGO SAP
- 5. • Payroll • Benefits • HR Systems • Business Intelligence • Master Data • IT Security • Financial Controls SAP Scope of Business Functionality at CITGO 5 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
- 6. 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) 6 Seeking high quality business process execution
- 7. CITGO Workstreams Across Functions and Units • Security • Human Resources • Financials • Hydrocarbon MM • Lubes • Non-Hydrocarbon • Sales and Distribution Rack 7 Seeking high quality business process execution
- 8. 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. 8
- 9. 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 9
- 10. 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 Effort Naming 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) 10
- 11. 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 11
- 12. 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 12
- 13. Results Business 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 13
- 14. 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 14
- 15. 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 15
- 16. 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 16
- 17. 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 17
- 18. Today’s End-to-End Business Processes www.worksoft.com SAP SAP SAP SAP
- 19. www.worksoft.com Worksoft: High Speed Business Process Testing Fast Build automation 3 to 5 times faster than any other solution. Because it’s fast, you get high coverage. Industrial Scale Test 500,000 business process steps on 200 virtual machines in 3 hours! Collaborative Streamline business/IT collaboration by sharing business process information & analytics. Business Process Centric The only solution for automated business process discovery & testing across all enterprise apps. www.worksoft.com
- 20. Q&A Pennie Easter Senior Information Analyst Supervisor CITGO Petroleum [email protected] Reiner Musier Vice President Worksoft (www.worksoft.com) [email protected] 20
Editor's Notes
- #4: Let me begin by reminding you of our corporate vision: to be a world benchmark corporation based on our sound success in the energy industry. What does that mean? Well, it means that each day, our people strive to efficiently and reliably provide energy that fuels economies, and improves the quality of life of those most vulnerable in society. While there is much to say about a company with a heritage that goes back more than a century, one of the most important things that has stood the test of time is our tradition of blending business with purpose … It’s a rich tradition that you’ll learn more about as the day progresses. Guided by this overarching vision, let me also tell you more about our operations. CITGO is an indirect wholly owned subsidiary of Petróleos de Venezuela, S.A. We are today the third largest, most complex independent refiner in the United States. Our three refineries located in Lake Charles, Louisiana; Corpus Christi, Texas; and Lemont, Illinois, have a combined crude oil refining capacity of 749,000 barrels per day. Additionally, our Lake Charles Manufacturing Complex is the fifth largest refining facility in the U.S., with a refining capacity of 425,000 barrels per day. In addition to our refining operations, the CITGO market network includes nearly 6,000 independently owned, CITGO-branded retail stations that span across 27 states East of the Rocky Mountains, 48 petroleum product terminals and 9 pipelines. For our lubricants business, we have 3 lubricants blending and packaging plants. To the credit of our formidable marketing force, I am so proud to say that our lubricants products, including numerous private labels, have a marketing presence in more than 40 countries around the world. Combining all of our operations, we sold a total of 14.7 billion gallons of refined products in 2012, accounting for nearly 11 percent of the total market share in the United States. As you can see from this overview, our vision of being a benchmark corporation, or one to which other companies desire to emulate, is certainly attainable.