15 customisable OKR examples for Process Automation
What are Process 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've tailored a list of OKRs examples for Process Automation to help you. You can look at any of the templates below to get some inspiration for your own goals.
If you want to learn more about the framework, you can read our OKR guide online.
Building your own Process 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.
Our customisable Process Automation OKRs examples
You will find in the next section many different Process Automation 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 implement automation and simplify processes through expertise
Implement automation and simplify processes through expertise
Identify and design simplification of 3 key operational processes by quarter end
Select three key processes for simplification- Assess current operational processes to identify complexity
- Craft simplification plan for these processes
- Share knowledge through conducting 2 workshops on automation to the team to enhance expertise
- Schedule and conduct the two automation workshops
- Prepare comprehensive and engaging workshop materials
- Determine relevant automation topics to cover in workshops
- Develop and integrate automation into 2 identified processes to increase efficiency by 30%
- Design and develop automation for these processes
- Identify suitable processes which will benefit from automation
- Implement and integrate developed automation
2. 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
3. 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
4. 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
5. 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
6. 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
7. OKRs to implement simplified and automated work processes through expertise
- Implement simplified and automated work processes through expertise
- Create and roll out automated systems for at least 50% of simplified processes by Week 12
- Implement automation for identified processes
- Develop strategic plan and timeline for automation rollout
- Identify which processes can be automated
- Apply expertise to simplify 70% of identified processes by Week 8
- Identify methods for simplification of 70% of processes
- Analyze and document the existing identified processes
- Implement, test, and refine simplified processes by Week 8
- Identify and document 10 existing processes that are prime for simplification by Week 4
- Select 10 complex processes within the operations department
- Document the step-by-step of each process
- Analyze and identify possible simplification areas
8. 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
9. 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
10. 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
11. 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
12. 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
13. 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
14. 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
15. OKRs to streamline all business processes through automation
- Streamline all business processes through automation
- Train 90% of the team for the transition to automated systems
- Establish and distribute training schedules
- Identify suitable training resources or experts
- Monitor and evaluate training progress
- Achieve 30% increased efficiency in automated processes
- Optimize current automated systems for improved efficiency
- Identify processes that can be automated to increase productivity
- Track and measure automation effectiveness consistently
- Implement automation in 50% of existing manual systems
- Identify systems suitable for automation through thorough analyses
- Train staff on using the newly implemented automated systems
- Acquire or develop necessary automation software and tools
Process Automation 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 Process Automation 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.
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 Process Automation OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to enhance product suite experience for small businesses and accountants
- OKRs to successful Business Launch in Africa
- OKRs to enhance website visibility and conversion rate
- OKRs to strengthen collaboration and maximize the impact of public and private partnerships
- OKRs to develop a deep and meaningful relationship with her
- OKRs to enhance supporter engagement significantly
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
What's next? Try Tability's goal-setting AI
You can create an iterate on your OKRs using Tability's unique goal-setting AI.
Watch the demo below, then hop on the platform for a free trial.