October 16-17

Blake Abbott HollyFrontier Corporation

Using SharePoint and Winshuttle to Effectively Manage the Master Data Process in SAP

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Agenda

• Who We Are – Company Profile

– Master Data Statistics

– Merger Issues

• Where We’ve Been – E-mail and Excel

– SharePoint

– Winshuttle Integration

• Where We Are Now

• Where We Are Going

• Questions

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Company Profile

HollyFrontier Corporation (NYSE: HFC)

• Independent refining and marketing company founded in 1947 and headquartered in Dallas, TX

• Own and operate five complex refineries with a total crude oil processing capacity of 443,000 bpd

• Produce gasoline, diesel fuel, jet fuel, and specialty products

• Operate in Mid-Continent, Southwest and Rocky Mountain regions

• Own 40% interest in Holly Energy Partners and 75% in UNEV Pipeline

• Ranked 170 on the Fortune 500

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Master Data Statistics

Process 60,000+ Truck and Railcar movements each month

• 300 Profit Centers

• 1,100 Cost Centers

• 5,800 Materials

• 300 Plants and Terminals

• 21,000 Vendors

• 12,000 Customers

• 3,500 Contracts

Data Integrity Group (DIG) has to maintain 66 tables and transactions in order to process all types of BOLs

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Timeline • 2009 – Purchased Winshuttle

– Used Transaction and Query

• July 2011 – Holly and Frontier merger – Doubled volume of transactional activity

– Used Winshuttle for 90% of Master Data load

– Custom Excel based tool using Transaction

– Loaded Customers, Vendors, Materials, Contracts, etc

– All completed within two months

• December 2011 – SharePoint based System

• March 2012 – DealPoint 1.0

• September 2012 – DealPoint 2.0 – Winshuttle Transaction and Query

– Microsoft InfoPath Forms

– Processes defined in Winshuttle Designer

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Where We’ve Been

Up To 2009 2009 – Early 2011 Q4 2011 - Q3 2012

► Tried to implement Adobe Smart Form

► Upload data to SAP via PDFs ► Complicated for users ► Project ultimately failed

► DealPoint 1.0 ► SharePoint based system ► Defined processes ► Pushed initial deal entry

directly to Marketing Reps Create system buy-in Eliminate errors up

front

►E-mail based with forms and documents attached

►Inefficient and error prone ►Multiple entry of same

information ►Unable to report metrics or

turn around time ►Evident there was no process

Visibility Timing Priority Tracking

Driving Efficiencies for Master Data Process

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E-Mail Forms

• Deal Capture starts with e-mail from marketer

• Different forms used by different marketers

• Contract Admin then populates their own deal capture form

• E-mail sole source for tracking status

• Includes crude contract deal sheet

• Crude group creates DIG service request as needed

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InfoPath Forms

• Started with DIG Service Requests

• SharePoint based Help Desk

• Built views and defined processes

• Basic workflow based on criteria in SharePoint forms

• Deal Capture form in InfoPath

• Other Forms still in Excel

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Where We Are Now • Full Winshuttle utilization

• Integrated additional forms to augment Deal Capture – Bulk Crude Purchase

– AR Billing Inquiry

– Master Data Creation (Vendors, Customers, Plants)

• Efficient Processes with Visibility and Tracking

• Significantly decreased BOL Processing Error Rate

60,000 BOLs 800 DealPoint Tickets 2,500 Errors

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Winshuttle Transaction

• Record transactions that were previously manually entered in SAP

• Map to Access, Excel, or XML

• Run from Desktop or publish as Web Services

• Incorporate multiple screens, tables, and views

Automate complex SAP processes into one button click

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Winshuttle Designer

• Create and enforce business processes without programming

• Role-based workflows and web form

• Track who did what and what forms they used to do it

• Get visibility and buy-in to all types of SAP functions

Allows non-technical users to create forms-driven processes on top of SAP deployment

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InfoPath Forms • Can be accessed by any user with Internet access

• Drag and drop visual layout and creation tool

• Drive consistent and efficient data at FIRST point of entry

• Significant customization possible with rules and formatting

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Where We Are Going • Drive Sales and Deal information directly to Marketing Reps

• Provide visibility of process and reports to Upper Management

• Continue to decrease BOL Error Rates

• Incorporate Additional Business Units – Asphalt, Lubes

• Roll out to other Internal Company Units – HR

– Refinery Processes

– AFE Process for Capital Expenditures

“To own the business side of SAP and related systems and further the integration of SAP

in the enterprise process model for HollyFrontier.”

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Questions?

Blake.Abbott@HollyFrontier.com