15 OKR examples for Automation

What are Automation OKRs?

The Objective and Key Results (OKR) framework is a simple goal-setting methodology that was introduced at Intel by Andy Grove in the 70s. It became popular after John Doerr introduced it to Google in the 90s, and it's now used by teams of all sizes to set and track ambitious goals at scale.

Creating impactful OKRs can be a daunting task, especially for newcomers. Shifting your focus from projects to outcomes is key to successful planning.

We have curated a selection of OKR examples specifically for Automation to assist you. Feel free to explore the templates below for inspiration in setting your own goals.

If you want to learn more about the framework, you can read our OKR guide online.

Building your own Automation OKRs with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own OKRs.

Feel free to explore our tools:

Our Automation OKRs examples

We've added many examples of Automation Objectives and Key Results, but we did not stop there. Understanding the difference between OKRs and projects is important, so we also added examples of strategic initiatives that relate to the OKRs.

Hope you'll find this helpful!

OKRs to increase test automation percentage to 80%

  • ObjectiveIncrease test automation percentage to 80%
  • Key ResultImplement 60% of test automation by the end of the first month
  • TaskDevelop script for selected automated tests
  • TaskIdentify key tests suitable for automation
  • TaskImplement and validate the automated tests
  • Key ResultFinalize and establish 80% test automation by the end of the objective's period
  • TaskIdentify key functionalities requiring automated testing
  • TaskDevelop and implement desired automated tests
  • TaskReview and troubleshoot test results regularly
  • Key ResultImprove test coverage with automation to 70% by end of the second month
  • TaskDevelop and implement automated testing strategies
  • TaskConsistently review and adjust strategies to reach 70% coverage
  • TaskIdentify crucial areas lacking sufficient test coverage

OKRs to enhance automation coverage in UPI's T1 and T2 services

  • ObjectiveEnhance automation coverage in UPI's T1 and T2 services
  • Key ResultDecrease deployment time for T1 and T2 services by 40% using automation
  • TaskContinually review and enhance automation techniques for efficiency
  • TaskImplement automated tools for streamlining T1 and T2 service deployment
  • TaskTrain staff to leverage automation in the deployment process
  • Key ResultAchieve 95% deployment stability for automated T1 and T2 services
  • TaskDevelop robust automation scripts for T1 and T2 services deployment
  • TaskDevelop contingency plans for failed deployments
  • TaskImplement rigorous pre-deployment testing to ensure stability
  • Key ResultExpand backend automation to cover 70% of T1 services by the end of the quarter
  • TaskDevelop an automation strategy and timeline
  • TaskImplement and test automation processes
  • TaskIdentify T1 services suitable for backend automation

OKRs to reduce manual tasks through automation and process improvement

  • ObjectiveReduce manual tasks through automation and process improvement
  • Key ResultImplement automation in 2 core business processes to reduce manual input by 50%
  • TaskSelect effective automation tools for these processes
  • TaskMonitor and implement the automation project
  • TaskIdentify 2 core business processes suitable for automation
  • Key ResultTrain 70% of team members on new automation tools, boosting productivity by 20%
  • TaskIdentify necessary automation tools for increased productivity
  • TaskImplement training for 70% of team members
  • TaskDevelop comprehensive training program on these tools
  • Key ResultDecrease manual error rate by 30% with improved checks and balances
  • TaskEstablish a regular error-checking schedule
  • TaskImplement thorough training on protocols and procedures
  • TaskIntroduce advanced error-detection software tools

OKRs to enhance Automation Capabilities

  • ObjectiveEnhance Automation Capabilities
  • Key ResultDecrease average processing time by 30% using enhanced automation tools
  • TaskResearch and explore available enhanced automation tools suitable for our organization's needs
  • TaskImplement chosen automation tools and train relevant staff members on their usage
  • TaskIdentify and analyze current manual processes to identify areas for automation
  • TaskMonitor and evaluate the impact of automation tools on processing time and make necessary adjustments
  • Key ResultReduce manual errors by 15% through improved automation techniques
  • Key ResultIncrease the percentage of automated processes by 20%
  • Key ResultAchieve a customer satisfaction score of 90% by delivering superior automated services
  • TaskConduct regular customer surveys to collect feedback and identify areas for improvement
  • TaskRegularly analyze customer satisfaction data to identify trends and proactively make necessary adjustments
  • TaskEnhance user interface to improve usability and simplify interaction with automated services
  • TaskImplement customer feedback loop to promptly address any issues and ensure continuous service enhancement

OKRs to accelerate process efficiency by achieving 80% test automation

  • ObjectiveAccelerate process efficiency by achieving 80% test automation
  • Key ResultDevelop and implement two new automation tools
  • TaskResearch potential automation tools relevant to business needs
  • TaskTrain team on tool usage and proceed with implementation
  • TaskBuild and beta test two selected automation tools
  • Key ResultIncrease current test automation coverage by 20%
  • TaskDevelop and implement additional automation tests
  • TaskMonitor and evaluate progress regularly
  • TaskIdentify areas where test automation is currently lacking
  • Key ResultReduce manual testing time by 30%
  • TaskTrain staff in efficient, effective testing strategies
  • TaskImplement automated testing tools for repeated tasks
  • TaskPrioritize test cases based on importance

OKRs to streamline and Automate UPI Backend Operations

  • ObjectiveStreamline and Automate UPI Backend Operations
  • Key ResultEnsure 99.9% uptime for UPI backend systems via automated monitoring and maintenance
  • TaskImplement automated monitoring systems for real-time performance tracking
  • TaskSchedule regular maintenance of UPI backend systems
  • TaskDevelop automated failover protocols to minimize downtime
  • Key ResultIncrease backend processing speed by 30% through automation enhancements
  • TaskDevelop automation scripts to enhance these areas
  • TaskIdentify inefficient areas in the current backend process
  • TaskTest, implement, and monitor improvement in speed
  • Key ResultReduce backend error rates by 25% with improved automation and debugging
  • TaskDevelop automated testing for identification of backend errors
  • TaskImplement improved error tracking software
  • TaskConduct regular debugging sessions to reduce errors

OKRs to improve test coverage and automation for proactive debt remediation

  • ObjectiveIncrease test coverage and automation to enhance proactive debt remediation
  • Key ResultImplement end-to-end testing to validate entire debt remediation process
  • Key ResultAchieve 100% coverage for high-risk debt remediation scenarios
  • Key ResultReduce manual effort by 50% through automation of debt remediation tasks
  • Key ResultIncrease debt remediation efficacy by 25% through data-driven testing and analysis

OKRs to increase test automation coverage to 80%

  • ObjectiveIncrease test automation coverage to 80%
  • Key ResultDevelop and implement 20% more automated tests every month
  • TaskIdentify areas needing additional automated tests
  • TaskIntegrate tests into existing system
  • TaskWrite and validate new automations
  • Key ResultMaintain less than 5% failure rate in our automated tests
  • TaskProvide ongoing team training on test creation
  • TaskImplement rigorous quality assurance processes
  • TaskRegularly review and update the automated tests
  • Key ResultImprove average test execution time by 15%
  • TaskImplement more effective test optimization strategies
  • TaskUpgrade server hardware to boost processing power
  • TaskTrain staff in efficient testing procedures

OKRs to enhance productivity with increased automation and streamlined administration

  • ObjectiveEnhance productivity with increased automation and streamlined administration
  • Key ResultProvide administration staff with time management training to enhance efficiency by 15%
  • TaskIdentify suitable time management training program for staff
  • TaskMonitor and evaluate efficiency improvements post-training
  • TaskSchedule training sessions for administration staff
  • Key ResultImplement automation tools to minimize manual entry work by 25%
  • TaskIdentify daily processes that involve repetitive manual entry
  • TaskResearch, select, and acquire suitable automation tools
  • TaskTrain staff on utilizing new automation technologies effectively
  • Key ResultReduce paperwork by moving 50% of reports/work to digital platform
  • TaskImplement a reliable digital platform for reports
  • TaskIdentify essential reports suitable for digital transition
  • TaskTrain staff on electronic report submission

OKRs to implement automation for recurring journal entries

  • ObjectiveImplement automation for recurring journal entries
  • Key ResultChoose and onboard an automation software/tool by end of the first month
  • TaskPurchase and install the selected software
  • TaskConduct initial setup and staff training
  • TaskResearch and select a suitable automation tool
  • Key ResultMigrate 50% of recurring entries to the automation system by the second month
  • TaskImplement necessary changes for automation integration
  • TaskAchieve 50% automation of recurring entries
  • TaskIdentify recurring entries eligible for automation
  • Key ResultAchieve 100% accurate automation for all recurring entries by the end of the quarter
  • TaskIdentify all processes involved in managing recurring entries
  • TaskRegularly audit and refine automation system
  • TaskImplement automation software tailored to those processes

OKRs to improve Access control, management, and automation efforts

  • ObjectiveImprove Access control, management, and automation efforts
  • Key ResultDecrease access control approval cycle time by 15% with efficient automation application
  • TaskMeasure and adjust automation efficiency to hit the 15% reduction target
  • TaskIdentify bottlenecks in the current access control approval process
  • TaskImplement an automation software to streamline approval tasks
  • Key ResultImplement automation in 2 new critical systems, preparing for 1 click deployment
  • TaskTest one-click deployment and resolve issues
  • TaskDevelop automation scripts for the identified systems
  • TaskIdentify two critical systems suitable for automation
  • Key ResultReduce manual intervention in access management processes by 20% using automation
  • TaskMonitor system regularly to ensure automated processes are working efficiently
  • TaskTrain staff on utilizing automation features for access management
  • TaskImplement automated access management software in the system

OKRs to boost chargeback losses recovery through revitalized process

  • ObjectiveBoost chargeback losses recovery through revitalized process
  • Key ResultIncrease recovery rate to x% from previous performance baseline
  • TaskImplement new strategies for the recovery process
  • TaskMonitor and adjust actions based on feedback
  • TaskTrain personnel to improve recovery techniques
  • Key ResultImplement automated tracking to identify and rectify process inefficiencies by z%
  • TaskImplement automation software to track these processes
  • TaskIdentify processes suitable for automated tracking
  • TaskAnalyze tracking data to identify and rectify inefficiencies
  • Key ResultTrain team on new recovery strategies to improve success rate by y%
  • TaskSchedule training sessions for team members
  • TaskMonitor and evaluate team's performance post-training
  • TaskIdentify relevant recovery strategies for training purposes

OKRs to streamline HR processes through automation

  • ObjectiveStreamline HR processes through automation
  • Key ResultReduce turnaround time for HR tasks by implementing automated workflow systems
  • TaskResearch and select an appropriate automated workflow system for HR tasks
  • TaskTrain HR team to utilize new automated workflow systems
  • TaskTrack and measure task turn-around time improvements
  • Key ResultIncrease employee self-service options to improve efficiency and user experience
  • TaskDevelop tutorial materials for navigating self-service options
  • TaskConduct periodic user experience surveys to gather feedback
  • TaskImplement a comprehensive digital HR platform for employee inquiries
  • Key ResultImplement automated onboarding system to reduce manual data entry
  • TaskPurchase and install chosen onboarding software
  • TaskTrain staff on system functionality and utilization
  • TaskResearch best automated onboarding systems on market

OKRs to implement automation for processing work intake forms

  • ObjectiveImplement automation for processing work intake forms
  • Key ResultTrain 100% of relevant employees on use and troubleshooting of automated system
  • TaskIdentify all employees using the automated system
  • TaskDevelop comprehensive training for system usage
  • TaskSchedule and conduct troubleshooting sessions
  • Key ResultFinalize tool selection for automation process by validating three possible options
  • TaskMake final selection based on evaluations and team feedback
  • TaskConsult team for tool preferences and feasibility
  • TaskEvaluate features and capabilities of three automation tools
  • Key ResultDesign and test the automation process on 50% of intake forms successfully
  • TaskDevelop and implement automation processes for selected forms
  • TaskConduct thorough testing to confirm successful automation
  • TaskIdentify which intake forms are ideal for automation

OKRs to enhance the new hire pre-onboarding experience

  • ObjectiveEnhance the new hire pre-onboarding experience
  • Key ResultImplement digital automation for at least 50% of pre onboarding process
  • TaskDevelop and deploy the automation processes
  • TaskSelect appropriate digital automation tool or platform
  • TaskIdentify which pre-onboarding processes are automatable
  • Key ResultDecrease time to complete pre-onboarding tasks by 25%
  • TaskImplement an interactive onboarding checklist for new hires
  • TaskAutomate paperwork with digital forms and signatures
  • TaskStreamline pre-onboarding process by eliminating redundant steps
  • Key ResultIncrease new hire satisfaction rate post-pre onboarding to 90%
  • TaskSchedule regular check-ins with recent hires
  • TaskEnhance onboarding process based on feedback
  • TaskImplement mentorship program for all incoming hires

Best practices for managing your Automation OKRs

Generally speaking, your objectives should be ambitious yet achievable, and your key results should be measurable and time-bound (using the SMART framework can be helpful). It is also recommended to list strategic initiatives under your key results, as it'll help you avoid the common mistake of listing projects in your KRs.

Here are a couple of best practices extracted from our OKR implementation guide 👇

Tip #1: Limit the number of key results

Having too many OKRs is the #1 mistake that teams make when adopting the framework. The problem with tracking too many competing goals is that it will be hard for your team to know what really matters.

We recommend having 3-4 objectives, and 3-4 key results per objective. A platform like Tability can run audits on your data to help you identify the plans that have too many goals.

Tability Insights DashboardTability's audit dashboard will highlight opportunities to improve OKRs

Tip #2: Commit to the weekly check-ins

Setting good goals can be challenging, but without regular check-ins, your team will struggle to make progress. We recommend that you track your OKRs weekly to get the full benefits from the framework.

Being able to see trends for your key results will also keep yourself honest.

Tability Insights DashboardTability's check-ins will save you hours and increase transparency

Tip #3: No more than 2 yellow statuses in a row

Yes, this is another tip for goal-tracking instead of goal-setting (but you'll get plenty of OKR examples above). But, once you have your goals defined, it will be your ability to keep the right sense of urgency that will make the difference.

As a rule of thumb, it's best to avoid having more than 2 yellow/at risk statuses in a row.

Make a call on the 3rd update. You should be either back on track, or off track. This sounds harsh but it's the best way to signal risks early enough to fix things.

Best way to track your Automation OKRs

OKRs without regular progress updates are just KPIs. You'll need to update progress on your OKRs every week to get the full benefits from the framework. Reviewing progress periodically has several advantages:

  • It brings the goals back to the top of the mind
  • It will highlight poorly set OKRs
  • It will surface execution risks
  • It improves transparency and accountability

Spreadsheets are enough to get started. Then, once you need to scale you can use a proper OKR platform to make things easier.

A strategy map in TabilityTability's Strategy Map makes it easy to see all your org's OKRs

If you're not yet set on a tool, you can check out the 5 best OKR tracking templates guide to find the best way to monitor progress during the quarter.

More Automation OKR templates

We have more templates to help you draft your team goals and OKRs.

OKRs resources

Here are a list of resources to help you adopt the Objectives and Key Results framework.

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