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.
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 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 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
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 Insights Dashboard](https://tability-templates-v2.vercel.app/_next/static/media/tability-insights-board.e70f9466.png)
Tip #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 Insights Dashboard](https://tability-templates-v2.vercel.app/_next/static/media/checkins-graph.b2aec458.png)
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 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.
![A strategy map in Tability](https://tability-templates-v2.vercel.app/_next/static/media/tability_strategy_map.2ad25843.png)
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 Process Automation OKR templates
We have more templates to help you draft your team goals and OKRs.
OKRs to minimize overdue 90-day balances
OKRs to establish insightful scientific mentoring program for laboratory procedures
OKRs to ensure adequate development of a proficient Project Executive in AI tech
OKRs to negotiate better pricing with vendors early in the project
OKRs to boost customer base and broaden our market influence
OKRs to successfully launch the new brand creative
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 👀
Tability is a unique goal-tracking platform built to save hours at work and help teams stay on top of their goals.
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