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10 OKR examples for Automation Processes

Need the perfect OKRs? This AI can do it for you

And also automate 80% of your reporting process

If you're here, you're probably looking for some inspiration to write your OKRs.

We've got you covered below, but you can draft and track perfectly tailored strategies in minutes with Tability.

AI feedback for OKRs in Tability

What are Automation Processes 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 Processes 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.

How to write your own Automation Processes OKRs

Option 1. Turn ideas into OKRs with Tability AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here.

You can use Tability's AI generator to create tailored OKRs based on your specific context. Tability can turn your objective description into a fully editable OKR template -- including tips to help you refine your goals.

Tability will then use your prompt to generate a fully editable OKR template.

Watch the video below to see it in action 👇

Option 2. Optimise existing OKRs with Tability Feedback tool

If you already have existing goals, and you want to improve them. You can use Tability's AI feedback to help you.

AI feedback for OKRs in TabilityTability's Strategy Map makes it easy to see all your org's OKRs

Tability will scan your OKRs and offer different suggestions to improve them. This can range from a small rewrite of a statement to make it clearer to a complete rewrite of the entire OKR.

You can then decide to accept the suggestions or dismiss them if you don't agree.

Option 3. Use the free OKR generator

If you're just looking for some quick inspiration, you can also use our free OKR generator to get a template.

Unlike with Tability, you won't be able to iterate on the templates, but this is still a great way to get started.

Automation Processes OKRs examples

You'll find below a list of Objectives and Key Results templates for Automation Processes. We also included strategic projects for each template to make it easier to understand the difference between key results and projects.

Hope you'll find this helpful!

OKRs to streamline HR processes through automation

  • ObjectiveStreamline HR processes through automation
  • KRReduce 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
  • KRIncrease 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
  • KRImplement 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 streamline all business processes through automation

  • ObjectiveStreamline all business processes through automation
  • KRTrain 90% of the team for the transition to automated systems
  • TaskEstablish and distribute training schedules
  • TaskIdentify suitable training resources or experts
  • TaskMonitor and evaluate training progress
  • KRAchieve 30% increased efficiency in automated processes
  • TaskOptimize current automated systems for improved efficiency
  • TaskIdentify processes that can be automated to increase productivity
  • TaskTrack and measure automation effectiveness consistently
  • KRImplement automation in 50% of existing manual systems
  • TaskIdentify systems suitable for automation through thorough analyses
  • TaskTrain staff on using the newly implemented automated systems
  • TaskAcquire or develop necessary automation software and tools

OKRs to implement efficient test automation processes

  • ObjectiveImplement efficient test automation processes
  • KRReduce manual testing work by 40% through customized automated scripts
  • TaskImplement and monitor the automated scripts’ efficacy regularly
  • TaskDevelop customized automated scripts for these processes
  • TaskIdentify repeated manual testing processes suitable for automation
  • KRSuccessfully automate 70% of all repetitive tests while maintaining accuracy
  • TaskResearch suitable automation tools or software
  • TaskImplement, monitor, and adjust automated processes accordingly
  • TaskIdentify and catalog all existing repetitive tests
  • KRAchieve a 30% decrease in software bugs and glitches through automated testing enhancement
  • TaskRegularly evaluate and refine our testing processes
  • TaskTrain developers in advanced automated testing
  • TaskImplement enhanced and rigorous automated testing protocols

OKRs to implement automation and simplify processes through expertise

  • ObjectiveImplement automation and simplify processes through expertise
  • KRIdentify and design simplification of 3 key operational processes by quarter end
  • TaskSelect three key processes for simplification
  • TaskAssess current operational processes to identify complexity
  • TaskCraft simplification plan for these processes
  • KRShare knowledge through conducting 2 workshops on automation to the team to enhance expertise
  • TaskSchedule and conduct the two automation workshops
  • TaskPrepare comprehensive and engaging workshop materials
  • TaskDetermine relevant automation topics to cover in workshops
  • KRDevelop and integrate automation into 2 identified processes to increase efficiency by 30%
  • TaskDesign and develop automation for these processes
  • TaskIdentify suitable processes which will benefit from automation
  • TaskImplement and integrate developed automation

OKRs to implement automation to streamline existing processes

  • ObjectiveImplement automation to streamline existing processes
  • KRAchieve 20% reduction in operational costs via automated processes within the quarter
  • TaskImplement advanced automation software in key operational areas
  • TaskTrain staff to effectively use automation tools
  • TaskEvaluate and optimize current processes for potential automation
  • KRIdentify 3 processes that can be automated by end of first month
  • TaskPrioritize three processes for automation deployment
  • TaskSurvey current company operations for repetitive tasks
  • TaskEvaluate the potential for automation efficiency
  • KRTrain 80% of the team on utilizing the new automated processes efficiently
  • TaskIdentify team members unfamiliar with the new automated processes
  • TaskDevelop comprehensive training sessions on automation efficiency
  • TaskImplement and track progress of these training sessions

OKRs to implement simplified and automated work processes through expertise

  • ObjectiveImplement simplified and automated work processes through expertise
  • KRCreate and roll out automated systems for at least 50% of simplified processes by Week 12
  • TaskImplement automation for identified processes
  • TaskDevelop strategic plan and timeline for automation rollout
  • TaskIdentify which processes can be automated
  • KRApply expertise to simplify 70% of identified processes by Week 8
  • TaskIdentify methods for simplification of 70% of processes
  • TaskAnalyze and document the existing identified processes
  • TaskImplement, test, and refine simplified processes by Week 8
  • KRIdentify and document 10 existing processes that are prime for simplification by Week 4
  • TaskSelect 10 complex processes within the operations department
  • TaskDocument the step-by-step of each process
  • TaskAnalyze and identify possible simplification areas

OKRs to enhance DevOps operations and efficiency

  • ObjectiveEnhance DevOps operations and efficiency
  • KRReduce code deployment downtime by 30% through improved deployment practices
  • TaskImplement continuous integration and deployment systems
  • TaskIncrease automated testing before deployment
  • TaskSimplify deployment procedures
  • KRImprove system uptime by 20% by optimizing automation processes
  • TaskMonitor changes and adjust strategies accordingly
  • TaskEvaluate current system uptime and identify weak points in automation processes
  • TaskDevelop and implement improvements in automation procedures
  • KRAchieve certification in two additional DevOps management tools to broaden technical skills
  • TaskStudy and pass the certification exams
  • TaskResearch and choose two DevOps management tools for certification
  • TaskEnroll in certification courses for the chosen tools

OKRs to streamline invoicing and purchasing processes

  • ObjectiveStreamline invoicing and purchasing processes
  • KRIncrease the on-time payment rate for invoices by 25%
  • TaskImplement automated reminders for upcoming invoice due dates
  • TaskOffer incentives for prompt payments
  • TaskSimplify the payment process for customers
  • KRAchieve a 30% reduction in purchasing-related errors
  • TaskIntroduce stricter controls for purchase order approvals
  • TaskIncorporate automated systems in the purchasing process
  • TaskImplement regular training sessions on purchasing procedures
  • KRDecrease invoice processing time by 20%
  • TaskImplement automated invoicing software
  • TaskTrain staff on efficient invoice procedures
  • TaskStreamline invoice approval process

OKRs to streamline and enhance data reporting and automation processes

  • ObjectiveStreamline and enhance data reporting and automation processes
  • KRAchieve 100% data integrity for all reports through automated validation checks
  • TaskRegularly review and update the validation parameters
  • TaskDevelop an automated validation check system
  • TaskIdentify all data sources for reporting accuracy
  • KRSimplify and align 10 major reports for easier understanding and cross-functional use
  • TaskDevelop a unified structure/format for all reports
  • TaskCondense information and eliminate unnecessary details
  • TaskIdentify key data points and commonalities across all reports
  • KREnable real-time data connections across 5 key systems to streamline reporting
  • TaskTest real-time reporting for data accuracy and timeliness
  • TaskDevelop and implement a centralized data synchronization process
  • TaskIdentify the 5 primary systems for data integration and real-time connections

OKRs to streamline and automate IT infrastructure processes

  • ObjectiveStreamline and automate IT infrastructure processes
  • KRImplement automation in 70% of server management tasks to enhance efficiency
  • TaskTrain the team on implementing automation processes
  • TaskIdentify the predominant server management tasks for automation
  • TaskResearch and select suitable automation tools
  • KRDeploy desktop automation to reduce manual tasks in IT support by 50%
  • TaskPurchase and install necessary automation software
  • TaskIdentify repetitive, manual tasks in IT support for automation
  • TaskTrain IT support staff in automation usage
  • KRDevelop an automated solution to resolve 60% of common network issues
  • TaskTest and implement the automation solution
  • TaskIdentify common network issues and their frequency
  • TaskDesign a prototype for automated issue resolution

Automation Processes OKR best practices

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

Focus can only be achieve by limiting the number of competing priorities. It is crucial that you take the time to identify where you need to move the needle, and avoid adding business-as-usual activities to your 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.

Tip #2: Commit to weekly OKR check-ins

Having good goals is only half the effort. You'll get significant more value from your OKRs if you commit to a weekly check-in process.

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

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.

How to track your Automation Processes OKRs

Your quarterly OKRs should be tracked weekly in order to get all the benefits of the OKRs framework. Reviewing progress periodically has several advantages:

Most teams should start with a spreadsheet if they're using OKRs for the first time. Then, once you get comfortable you can graduate to a proper OKRs-tracking tool.

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 Processes OKR templates

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

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