15 customisable OKR examples for Automation Process
What are Automation Process 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 Process 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 Process 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:
- Use our free OKR generator
- Use Tability, a complete platform to set and track OKRs and initiatives, including a GPT-4 powered goal generator
Our customisable Automation Process OKRs examples
You will find in the next section many different Automation Process Objectives and Key Results. We've included strategic initiatives in our templates to give you a better idea of the different between the key results (how we measure progress), and the initiatives (what we do to achieve the results).
Hope you'll find this helpful!
1. OKRs to optimize usage of our grant management system
Optimize usage of our grant management system
Increase grant management success rate by implementing systematic follow-up techniques, by 20%
Implement regular tracking reports on each grant's status- Train staff on new follow-up and management techniques
- Develop a systematic follow-up strategy for each grant
- Improve grant administration by reducing errors through process automation by 25%
- Identify repetitive tasks suitable for process automation
- Monitor and measure automation's effectiveness regularly
- Implement automation tools to reduce manual work
- Achieve a 30% increase in planning efficiency by simplifying grant application processes
- Provide clear and accessible guidance resources
- Implement a streamlined online grant application system
- Simplify application forms and instructions
2. OKRs to boost chargeback losses recovery through revitalized process
- Boost chargeback losses recovery through revitalized process
- Increase recovery rate to x% from previous performance baseline
- Implement new strategies for the recovery process
- Monitor and adjust actions based on feedback
- Train personnel to improve recovery techniques
- Implement automated tracking to identify and rectify process inefficiencies by z%
- Implement automation software to track these processes
- Identify processes suitable for automated tracking
- Analyze tracking data to identify and rectify inefficiencies
- Train team on new recovery strategies to improve success rate by y%
- Schedule training sessions for team members
- Monitor and evaluate team's performance post-training
- Identify relevant recovery strategies for training purposes
3. OKRs to implement automation in the reporting process
- Implement automation in the reporting process
- Achieve 95% accuracy in automated reports and reduce manual effort by 60%
- Implement data quality checks in the reporting process
- Train team on new automated reporting processes
- Automate documentation and validation steps
- Successfully develop and test automation tool for 75% of identified processes
- Identify key processes suitable for automation
- Validate tool through comprehensive testing
- Develop automation tool for chosen processes
- Identify and map 100% of the current manual reporting processes by end of first month
- Inventory all existing manual reporting procedures
- Categorize different manual reporting process types
- Create a comprehensive flowchart of all processes
4. OKRs to implement automation in analytic reporting process
- Implement automation in analytic reporting process
- Achieve 30% reduction in reporting time by final week of the quarter
- Implement automated tools for quicker data processing
- Streamline workflow for more efficient reporting
- Train staff on time management techniques
- Define and document all steps of the current analytic reporting process by week 4
- Identify all steps involved in analytic reporting process
- Complete document outlining process by week 4
- Write a detailed document describing each step
- Determine and integrate suitable automation tool to existing process by week 8
- Research available automation tools that fit the existing process
- Choose a suitable automation tool based on research
- Implement and integrate the chosen tool by week 8
5. OKRs to accelerate process efficiency by achieving 80% test automation
- Accelerate process efficiency by achieving 80% test automation
- Develop and implement two new automation tools
- Research potential automation tools relevant to business needs
- Train team on tool usage and proceed with implementation
- Build and beta test two selected automation tools
- Increase current test automation coverage by 20%
- Develop and implement additional automation tests
- Monitor and evaluate progress regularly
- Identify areas where test automation is currently lacking
- Reduce manual testing time by 30%
- Train staff in efficient, effective testing strategies
- Implement automated testing tools for repeated tasks
- Prioritize test cases based on importance
6. OKRs to streamline HR processes through automation
- Streamline HR processes through automation
- Reduce turnaround time for HR tasks by implementing automated workflow systems
- Research and select an appropriate automated workflow system for HR tasks
- Train HR team to utilize new automated workflow systems
- Track and measure task turn-around time improvements
- Increase employee self-service options to improve efficiency and user experience
- Develop tutorial materials for navigating self-service options
- Conduct periodic user experience surveys to gather feedback
- Implement a comprehensive digital HR platform for employee inquiries
- Implement automated onboarding system to reduce manual data entry
- Purchase and install chosen onboarding software
- Train staff on system functionality and utilization
- Research best automated onboarding systems on market
7. OKRs to enhance efficiency through digital platform integration and automation
- Enhance efficiency through digital platform integration and automation
- Successfully integrate 5 different digital platforms into the business process
- Identify platforms vital for improving business processes
- Train employees on platform usage
- Create implementation plan for each platform
- Increase process efficiency by 35% through the implemented automation
- Implement and optimize selected automation tools
- Monitor, measure and adjust automation for efficiency
- Review current processes for potential automation opportunities
- Reduce manual errors by 40% using the automated system
- Train staff on proper use and maintenance of automation system
- Implement error detection software in all business operations
- Monitor and evaluate the system’s effectiveness regularly
8. OKRs to implement automation for processing work intake forms
- Implement automation for processing work intake forms
- Train 100% of relevant employees on use and troubleshooting of automated system
- Identify all employees using the automated system
- Develop comprehensive training for system usage
- Schedule and conduct troubleshooting sessions
- Finalize tool selection for automation process by validating three possible options
- Make final selection based on evaluations and team feedback
- Consult team for tool preferences and feasibility
- Evaluate features and capabilities of three automation tools
- Design and test the automation process on 50% of intake forms successfully
- Develop and implement automation processes for selected forms
- Conduct thorough testing to confirm successful automation
- Identify which intake forms are ideal for automation
9. OKRs to increase efficiency in Nike's DTC process
- Increase efficiency in Nike's DTC process
- Reduce process steps by 20% without impacting quality
- Identify and eliminate non-essential steps within the process
- Streamline communication to reduce delays
- Integrate automation for repetitive tasks
- Achieve a 30% decrease in processing time by the end of the quarter
- Implement more efficient technological solutions
- Analyze current procedures to identify inefficiencies
- Train staff on new procedures for gaining speed
- Implement two new process automation tools to eliminate manual tasks
- Research and select two appropriate process automation tools
- Train employees on how to use these new tools
- Identify tasks that could be automated with new tools
10. OKRs to enhance Automation Capabilities
- Enhance Automation Capabilities
- Decrease average processing time by 30% using enhanced automation tools
- Research and explore available enhanced automation tools suitable for our organization's needs
- Implement chosen automation tools and train relevant staff members on their usage
- Identify and analyze current manual processes to identify areas for automation
- Monitor and evaluate the impact of automation tools on processing time and make necessary adjustments
- Reduce manual errors by 15% through improved automation techniques
- Increase the percentage of automated processes by 20%
- Achieve a customer satisfaction score of 90% by delivering superior automated services
- Conduct regular customer surveys to collect feedback and identify areas for improvement
- Regularly analyze customer satisfaction data to identify trends and proactively make necessary adjustments
- Enhance user interface to improve usability and simplify interaction with automated services
- Implement customer feedback loop to promptly address any issues and ensure continuous service enhancement
11. OKRs to reduce manual tasks through automation and process improvement
- Reduce manual tasks through automation and process improvement
- Implement automation in 2 core business processes to reduce manual input by 50%
- Select effective automation tools for these processes
- Monitor and implement the automation project
- Identify 2 core business processes suitable for automation
- Train 70% of team members on new automation tools, boosting productivity by 20%
- Identify necessary automation tools for increased productivity
- Implement training for 70% of team members
- Develop comprehensive training program on these tools
- Decrease manual error rate by 30% with improved checks and balances
- Establish a regular error-checking schedule
- Implement thorough training on protocols and procedures
- Introduce advanced error-detection software tools
12. OKRs to enhance operational efficiency across all workflows
- Enhance operational efficiency across all workflows
- Reduce task redundancy by identifying and eliminating 20% of duplicate tasks
- Implement plan to remove 20% of these duplicates
- Identify duplicate tasks in existing workflow
- Analyze impact of eliminating identified duplicates
- Reduce processing time by 15% for key operational activities
- Implement efficient technologies to streamline operational processes
- Train staff on time management skills and faster work methods
- Identify and eliminate unneeded steps in current procedures
- Implement two new process automation tools to minimize manual intervention
- Research and select two process automation tools suitable for our needs
- Train staff on how to utilize these new tools
- Purchase and install the selected automation tools
13. OKRs to implement efficient test automation processes
- Implement efficient test automation processes
- Reduce manual testing work by 40% through customized automated scripts
- Implement and monitor the automated scripts’ efficacy regularly
- Develop customized automated scripts for these processes
- Identify repeated manual testing processes suitable for automation
- Successfully automate 70% of all repetitive tests while maintaining accuracy
- Research suitable automation tools or software
- Implement, monitor, and adjust automated processes accordingly
- Identify and catalog all existing repetitive tests
- Achieve a 30% decrease in software bugs and glitches through automated testing enhancement
- Regularly evaluate and refine our testing processes
- Train developers in advanced automated testing
- Implement enhanced and rigorous automated testing protocols
14. OKRs to streamline and optimize the payroll process
- Streamline and optimize the payroll process
- Implement automated payroll software by reducing manual entry by 50%
- Train employees on utilization and benefits of the software
- Select suitable automated payroll software for the company
- Gradually transition from manual entry to automated system
- Decrease processing time by 20% through improved payroll system efficiency
- Identify bottlenecks in the current payroll system
- Train staff on efficient payroll system practices
- Implement automation for repetitive payroll tasks
- Ensure 100% accuracy in payroll calculations and payments each cycle
- Implement double-checking system for payroll calculations
- Train staff on accurate payroll processing
- Regularly update and review payroll software
15. OKRs to achieve substantial operational cost reduction
- Achieve substantial operational cost reduction
- Implement automation in 3 high-cost operational activities to improve efficiency
- Implement and monitor the automation processes
- Design suitable automation strategies for each operation
- Identify 3 high-cost operations prone to automation
- Reduce operational expenses by 15% through process optimization and waste reduction
- Identify and eliminate inefficient operational processes
- Train staff on optimized workflow processes
- Implement waste reduction measures across all departments
- Reduce third-party vendor costs by renegotiating contracts and exploring alternative suppliers
- Research and evaluate alternative suppliers
- Develop and implement cost-effective contracts with new vendors
- Initiate negotiations for current vendor contracts
Automation Process OKR best practices to boost success
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
The #1 role of OKRs is to help you and your team focus on what really matters. Business-as-usual activities will still be happening, but you do not need to track your entire roadmap in the OKRs.
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's audit dashboard will highlight opportunities to improve OKRsTip #2: Commit to weekly OKR check-ins
Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to get the full value of your OKRs and make your strategy agile – otherwise this is nothing more than a reporting exercise.
Being able to see trends for your key results will also keep yourself honest.
Tability's check-ins will save you hours and increase transparencyTip #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.
How to turn your Automation Process OKRs in a strategy map
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.
Tability's Strategy Map makes it easy to see all your org's OKRsIf 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 Process OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to streamline the process of posting on multiple users' pages
- OKRs to successfully complete annual security training
- OKRs to enhance inter-team collaboration and knowledge transfer
- OKRs to get a solid growth engine
- OKRs to improve satisfaction and find improvements for engineering stakeholders
- OKRs to master JavaScript fundamentals and apply them in real-life coding projects
OKRs resources
Here are a list of resources to help you adopt the Objectives and Key Results framework.
- To learn: What is the meaning of OKRs
- Blog posts: ODT Blog
- Success metrics: KPIs examples
Create more examples in our app
You can use Tability to create OKRs with AI – and keep yourself accountable 👀
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