9 customisable OKR examples for Automation Software

What are Automation Software 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 Software 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 Software 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 Software OKRs examples

We've added many examples of Automation Software 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!

1OKRs to implement efficient test automation processes

  • ObjectiveImplement efficient test automation processes
  • Key ResultReduce 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
  • Key ResultSuccessfully 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
  • Key ResultAchieve 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

2OKRs 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

3OKRs 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

4OKRs to implement automation testing across development platform and code

  • ObjectiveImplement automation testing across development platform and code
  • Key ResultIdentify and list 100% of testable features within the existing code base
  • TaskReview entire code base to identify testable features
  • TaskCreate a comprehensive list of these features
  • TaskConfirm all identified features are indeed testable
  • Key ResultCreate and document comprehensive automated test scripts for 70% of identified features
  • TaskDevelop comprehensive automated test scripts
  • TaskIdentify key features requiring automated test scripts
  • TaskDocument tested features and script process
  • Key ResultAchieve a 95% success rate in detecting and reporting bugs through automation tests
  • TaskImplement automated testing tools to highlight software errors
  • TaskTrain team members on analyzing automated test results
  • TaskRegularly update and refine automated test scripts

5OKRs to implement automation in data analysis and visualization

  • ObjectiveImplement automation in data analysis and visualization
  • Key ResultCreate an automated data visualization tool generating 3 visually impacting reports weekly
  • TaskIdentify key data points for weekly visualization
  • TaskDesign three types of impactful report templates
  • TaskProgram automation for weekly report generation
  • Key ResultSuccessfully automate 50% of routine data analysis tasks to increase efficiency
  • TaskImplement and test chosen automation tools
  • TaskIdentify routine data analysis tasks suitable for automation
  • TaskResearch and select relevant automation software
  • Key ResultDevelop a robust data cleaning and pre-processing automation script by the end of Q1
  • TaskDesign algorithm for automation script
  • TaskImplement and test the automation script
  • TaskIdentify necessary data cleaning and preprocessing steps

6OKRs to establish process improvement to reduce audit adjustments entries

  • ObjectiveEstablish process improvement to reduce audit adjustments entries
  • Key ResultImprove the accuracy of initial entries by 35% through thorough staff training
  • TaskDevelop comprehensive training material on data entry accuracy
  • TaskImplement ongoing staff data entry workshops
  • TaskMonitor progress and provide continual feedback
  • Key ResultImplement new software to automate 60% of audit entry processes
  • TaskImplement and monitor software regularly for efficiency
  • TaskTrain employees on updated automation software
  • TaskSelect suitable software to automate audit entry processes
  • Key ResultDecrease the quantity of audit adjustment entries by 40%
  • TaskProvide comprehensive training on accurate data entry
  • TaskUse auditing software to identify errors
  • TaskImplement strict review process before entering data

7OKRs 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

8OKRs to achieve quicker releases of the real estate application through automation

  • ObjectiveAchieve quicker releases of the real estate application through automation
  • Key ResultReduce bugs by 30% using automated testing tools and practices
  • TaskTrain the team on effective automated testing practices
  • TaskRegularly review and improve testing procedures
  • TaskImplement automated testing tools in the development process
  • Key ResultIncrease deployment frequency by 50% by optimizing the CI/CD pipeline
  • TaskImplement performance monitoring for continuous optimization
  • TaskReview and streamline the existing CI/CD pipeline
  • TaskAutomate tests to reduce bottleneck issues
  • Key ResultImplement an automated roll-back system to minimize downtime by 40%
  • TaskSelect and purchase appropriate roll-back system software
  • TaskResearch available automated roll-back system platforms
  • TaskTrain staff on roll-back system operations and procedures

9OKRs 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

Automation Software 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

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 weekly OKR 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.

How to turn your Automation Software OKRs in a strategy map

The rules of OKRs are simple. Quarterly OKRs should be tracked weekly, and yearly OKRs should be tracked monthly. 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 Software 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.

Create more examples in our app

You can use Tability to create OKRs with AI – and keep yourself accountable 👀

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