7 customisable OKR examples for Automation Processes

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.

Building your own Automation Processes 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 customisable 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!

1. OKR 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

2. OKR to enhance DevOps operations and efficiency

  • ObjectiveEnhance DevOps operations and efficiency
  • Key ResultReduce code deployment downtime by 30% through improved deployment practices
  • TaskImplement continuous integration and deployment systems
  • TaskIncrease automated testing before deployment
  • TaskSimplify deployment procedures
  • Key ResultImprove 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
  • Key ResultAchieve 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

3. OKR to streamline invoicing and purchasing processes

  • ObjectiveStreamline invoicing and purchasing processes
  • Key ResultIncrease 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
  • Key ResultAchieve 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
  • Key ResultDecrease invoice processing time by 20%
  • TaskImplement automated invoicing software
  • TaskTrain staff on efficient invoice procedures
  • TaskStreamline invoice approval process

4. OKR to streamline and automate IT infrastructure processes

  • ObjectiveStreamline and automate IT infrastructure processes
  • Key ResultImplement 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
  • Key ResultDeploy 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
  • Key ResultDevelop 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

5. OKR to automate IT processes for increased efficiency

  • ObjectiveStreamline IT processes for optimal productivity
  • Key ResultImplement a comprehensive IT management system to track incidents and resolve them
  • Key ResultIncrease customer satisfaction by 20% through faster resolution of IT issues
  • Key ResultAutomate 80% of repetitive tasks across all IT departments
  • Key ResultReduce mean time to resolve IT issues by 50% through process automation

6. OKR to enhance the accounting, financial, and tax processes architecture

  • ObjectiveEnhance the accounting, financial, and tax processes architecture
  • Key ResultImplement a new accounting system, improving data accuracy by 30%
  • TaskImplement regular data accuracy checks
  • TaskTrain staff on new software operations
  • TaskResearch and choose an advanced accounting system
  • Key ResultDecrease tax-related errors by 20% through updated software integration
  • TaskTrain staff effectively on new software usage
  • TaskResearch and identify advanced tax software solutions
  • TaskImplement selected software into company systems
  • Key ResultIncrease process automation by 25% reducing manual efforts in financial tasks
  • TaskTrain all finance team members on new automated systems
  • TaskReview and adjust automation protocols regularly for efficiency
  • TaskImplement advanced accounting software for streamlined financial operations

7. OKR to streamline DevOps processes for optimized efficiency and reliability

  • ObjectiveStreamline DevOps processes for optimized efficiency and reliability
  • Key ResultReduce deployment downtime by 35% through automation and configuration management
  • TaskImplement automated deployment processes to reduce manual errors
  • TaskConfigure management tools for efficient system administration
  • TaskRegularly update and optimize automation scripts
  • Key ResultImprove incident response time by 20% with enhanced monitoring tools and protocols
  • TaskTrain team on new tools and swift response strategies
  • TaskImplement advanced monitoring tools for quicker incident detection
  • TaskDevelop robust response protocols for urgent incidents
  • Key ResultValidate 100% of codes by implementing a comprehensive continuous integration pipeline
  • TaskImplement a robust continuous integration pipeline
  • TaskInitiate an automated code validation process
  • TaskPeriodically audit pipeline to ensure 100% code validation

Best practices for managing your Automation Processes 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 πŸ‘‡

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.

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

Tip #2: Commit to the weekly 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.

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 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:

  • 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

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.

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 Processes 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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