20 OKR examples for Process Automation
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 more about the OKR meaning online.
Best practices for OKR
Your objectives should be ambitious, but achievable. Your key results should be measurable and time-bound. It can also be helfpul to list strategic initiatives under your key results, as it'll help you avoid the common mistake of listing projects in your KRs.
Building your own OKRs with AI
While we have some examples below, it's likely that you'll have specific scenarios that aren't covered here. There are 2 options available to you.
- Use our free OKRs generator
- Use Tability, a complete platform to set and track OKRs and initiatives – including a GPT-4 powered goal generator
How to track OKRs
The rules of OKRs are simple. Quarterly OKRs should be tracked weekly, and yearly OKRs should be tracked monthly.
Spreadsheets are enough to get started. Then, once you need to scale you can use a proper OKRs-tracking platform to make things easier.
We recommend Tability for an easy way to set and track OKRs with your team.
Check out the 5 best OKR tracking templates to find the best way to monitor progress during the quarter.
Process Automation OKRs templates
The examples have Process Automation Objectives and Key Results, but they may also include the tasks that can help you get there.
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
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
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
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
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
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
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
OKRs to enhance efficiency of month end reporting process
- Enhance efficiency of month end reporting process
- Automate 30% of manual reporting tasks
- Implement and test automated tasks
- Choose appropriate reporting automation software
- Identify repeatable and time-consuming manual reporting tasks
- Increase report accuracy by eliminating all data discrepancies
- Develop a standardized data input procedure
- Train staff on data accuracy best practices
- Implement regular data auditing processes
- Reduce average report generation time by 25%
- Implement automation software to expedite tasks
- Train staff to efficiently utilize reporting tools
- Review and streamline the current report generation process
OKRs to enhance the accounting, financial, and tax processes architecture
- Enhance the accounting, financial, and tax processes architecture
- Implement a new accounting system, improving data accuracy by 30%
- Implement regular data accuracy checks
- Train staff on new software operations
- Research and choose an advanced accounting system
- Decrease tax-related errors by 20% through updated software integration
- Train staff effectively on new software usage
- Research and identify advanced tax software solutions
- Implement selected software into company systems
- Increase process automation by 25% reducing manual efforts in financial tasks
- Train all finance team members on new automated systems
- Review and adjust automation protocols regularly for efficiency
- Implement advanced accounting software for streamlined financial operations
OKRs to increase automation and drive continuous improvement
- Increase automation and drive continuous improvement
- Conduct bi-weekly team meetings to identify and implement improvement opportunities
- Implement the identified improvement opportunities
- Schedule bi-weekly team meetings
- Identify improvement opportunities during meetings
- Implement automation tools for at least 3 manual processes in the department
- Research and select appropriate automation tools
- Identify 3 manual processes suitable for automation
- Implement and test selected automation tools
- Reduce average response time by 20% through process improvements
- Regularly monitor and analyze response time data
- Streamline the response process via automation
- Implement efficiency training for the customer service team
OKRs to build a process orchestration system
- Improve process efficiency and effectiveness through an automated orchestration system
- Increase process scalability by integrating the system with external tools and data sources
- Achieve a 90% reduction in manual errors by implementing automated quality checks and validations
- Develop and implement automated quality check systems for error detection and prevention
- Identify and analyze existing manual error-prone processes for automation
- Continuously refine and update automated validation procedures based on feedback and findings
- Conduct regular audits to monitor the effectiveness of automated quality checks
- Improve user satisfaction by maintaining an average response time of less than 5 seconds
- Reduce process execution time by 20% through system optimization and streamlined workflows
- Streamline and automate manual processes to eliminate unnecessary steps and reduce execution time
- Analyze system performance bottlenecks to identify areas for optimization and improvement
- Collaborate with stakeholders to identify and resolve any workflow inefficiencies or bottlenecks
- Prioritize and implement software upgrades or patches to enhance system efficiency and performance
OKRs to increase quality assurance effectiveness and efficiency
- Increase quality assurance effectiveness and efficiency
- Implement automation in 70% of QA testing processes
- Train QA team in automation tool use
- Identify the QA testing processes that can be automated
- Research and acquire suitable automation tools
- Decrease false positive reports by 30%
- Train staff on identifying and handling false positives
- Enhance data quality and accuracy checks
- Implement stricter parameters in reporting algorithms
- Increase the QA test pass rate to 95%
- Enhance the bug detection and reporting system
- Develop a comprehensive training program for QA testers
- Implement rigorous test case reviews before execution
OKRs to enhance DevOps operations and efficiency
- Enhance DevOps operations and efficiency
- Reduce code deployment downtime by 30% through improved deployment practices
- Implement continuous integration and deployment systems
- Increase automated testing before deployment
- Simplify deployment procedures
- Improve system uptime by 20% by optimizing automation processes
- Monitor changes and adjust strategies accordingly
- Evaluate current system uptime and identify weak points in automation processes
- Develop and implement improvements in automation procedures
- Achieve certification in two additional DevOps management tools to broaden technical skills
- Study and pass the certification exams
- Research and choose two DevOps management tools for certification
- Enroll in certification courses for the chosen tools
OKRs to improve compliance reviews process
- Improve compliance reviews process
- Implement at least 3 automation tools to streamline compliance review processes
- Evaluate the compatibility and effectiveness of the identified automation tools
- Train employees on using the newly implemented automation tools for compliance review
- Select and implement three automation tools for the compliance review processes
- Research automation tools for compliance review processes
- Reduce average time to complete a compliance review by 20%
- Increase compliance review completion rate to 95%
- Ensure 100% adherence to compliance policies and procedures during reviews
- Provide regular training sessions to employees on compliance policies and procedures
- Create a comprehensive and easy-to-understand compliance policies and procedures manual
- Establish consequences for non-adherence to compliance policies and procedures
- Implement a system for regular reviews and audits of compliance processes
OKRs to enhance efficiency of chargeback recovery process
- Enhance efficiency of chargeback recovery process
- Reduce chargeback dispute resolution time by at least 20%
- Streamline internal communication processes
- Conduct regular training for resolution team
- Implement automated dispute management software
- Increase the percentage of successful chargeback recoveries by 30%
- Optimize communication with customers during disputes
- Implement rigorous dispute management procedures and policies
- Train staff on efficient chargeback handling strategies
- Implement a new chargeback automation system reducing manual tasks by 50%
- Research and select a suitable chargeback automation system
- Coordinate system installation and configure settings
- Train staff on new system usage and procedures
OKRs to implement cost savings/automation initiative
- Implement cost savings/automation initiative
- Develop detailed implementation plan for chosen initiative by week 8
- Identify objectives and deliverables of the chosen initiative
- Assign roles and responsibilities related to the plan
- Develop comprehensive timeline for each task by week 8
- Identify 3 potential areas for cost savings/automation by week 4
- Review current expenditures to identify key cost areas
- Analyse processes for potential automation
- Identify inefficiencies within procedures
- Achieve 10% cost reduction or time savings via the implemented initiative by week 12
- Set clear goals for the initiative focusing on cost reduction
- Adapt and improve strategies according to progress
- Regularly track and evaluate the initiative's performance
OKRs to optimize payroll process for efficiency
- Optimize payroll process for efficiency
- Reduce manual payroll processes by 40% to minimize human error
- Implement automated payroll software system in the company
- Train HR employees on using the new software
- Monitor and adjust software for efficiency
- Increase payroll automation by 50% for enhanced productivity
- Evaluate and adjust operations for continuous improvement
- Train staff members on new automated payroll systems
- Research and select advanced payroll automation software
- Achieve 30% reduction in payroll processing time by improving workflow
- Implementing automated payroll software or system
- Identify and eliminate redundant payroll processing steps
- Train staff on efficient payroll processing procedures
OKRs to automate IT processes for increased efficiency
- Streamline IT processes for optimal productivity
- Implement a comprehensive IT management system to track incidents and resolve them
- Increase customer satisfaction by 20% through faster resolution of IT issues
- Automate 80% of repetitive tasks across all IT departments
- Reduce mean time to resolve IT issues by 50% through process automation
OKRs to implement a successful CSV importer to streamline file handling
- Implement a successful CSV importer to streamline file handling
- Reduce file failure rate by 60% using CSV importer
- Implement robust error checks in the CSV importer
- Regularly monitor and address importer defects
- Provide concise user documentation for CSV input format
- Ensure 90% of all processed files are imported without errors using the CSV importer
- Continually monitor and resolve any import errors
- Implement data validation checks during file processing
- Train team on proper CSV file formatting
- Improve workflow efficiency by eliminating 70% of manual work in file imports
- Implement automation tools to handle repetitive tasks
- Identify and document all steps involved in file imports
- Train team on utilizing new automation tools
OKRs to streamline DevOps processes for optimized efficiency and reliability
- Streamline DevOps processes for optimized efficiency and reliability
- Reduce deployment downtime by 35% through automation and configuration management
- Implement automated deployment processes to reduce manual errors
- Configure management tools for efficient system administration
- Regularly update and optimize automation scripts
- Improve incident response time by 20% with enhanced monitoring tools and protocols
- Train team on new tools and swift response strategies
- Implement advanced monitoring tools for quicker incident detection
- Develop robust response protocols for urgent incidents
- Validate 100% of codes by implementing a comprehensive continuous integration pipeline
- Implement a robust continuous integration pipeline
- Initiate an automated code validation process
- Periodically audit pipeline to ensure 100% code validation
More OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to build an Enterprise Sales effort
- OKRs to improve the Disaster Recover process
- OKRs to successfully launch challenge MVP (Minimum Viable Product)
- OKRs to optimize evergreen funnel to boost inbound discovery calls
- OKRs to achieve Product-Market fit
- OKRs to improve search engine rankings for targeted keywords
OKRs resources
Here are a list of resources to help you adopt the Objectives and Key Results framework.
- To learn: Complete 2024 OKR cheat sheet
- Blog posts: ODT Blog
- Success metrics: KPIs examples