15 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:

Our 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!

OKRs to boost chargeback losses recovery through revitalized process

  • ObjectiveBoost chargeback losses recovery through revitalized process
  • Key ResultIncrease recovery rate to x% from previous performance baseline
  • TaskImplement new strategies for the recovery process
  • TaskMonitor and adjust actions based on feedback
  • TaskTrain personnel to improve recovery techniques
  • Key ResultImplement automated tracking to identify and rectify process inefficiencies by z%
  • TaskImplement automation software to track these processes
  • TaskIdentify processes suitable for automated tracking
  • TaskAnalyze tracking data to identify and rectify inefficiencies
  • Key ResultTrain team on new recovery strategies to improve success rate by y%
  • TaskSchedule training sessions for team members
  • TaskMonitor and evaluate team's performance post-training
  • TaskIdentify relevant recovery strategies for training purposes

OKRs to implement automation in the reporting process

  • ObjectiveImplement automation in the reporting process
  • Key ResultAchieve 95% accuracy in automated reports and reduce manual effort by 60%
  • TaskImplement data quality checks in the reporting process
  • TaskTrain team on new automated reporting processes
  • TaskAutomate documentation and validation steps
  • Key ResultSuccessfully develop and test automation tool for 75% of identified processes
  • TaskIdentify key processes suitable for automation
  • TaskValidate tool through comprehensive testing
  • TaskDevelop automation tool for chosen processes
  • Key ResultIdentify and map 100% of the current manual reporting processes by end of first month
  • TaskInventory all existing manual reporting procedures
  • TaskCategorize different manual reporting process types
  • TaskCreate a comprehensive flowchart of all processes

OKRs to accelerate process efficiency by achieving 80% test automation

  • ObjectiveAccelerate process efficiency by achieving 80% test automation
  • Key ResultDevelop and implement two new automation tools
  • TaskResearch potential automation tools relevant to business needs
  • TaskTrain team on tool usage and proceed with implementation
  • TaskBuild and beta test two selected automation tools
  • Key ResultIncrease current test automation coverage by 20%
  • TaskDevelop and implement additional automation tests
  • TaskMonitor and evaluate progress regularly
  • TaskIdentify areas where test automation is currently lacking
  • Key ResultReduce manual testing time by 30%
  • TaskTrain staff in efficient, effective testing strategies
  • TaskImplement automated testing tools for repeated tasks
  • TaskPrioritize test cases based on importance

OKRs 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

OKRs to implement automation for processing work intake forms

  • ObjectiveImplement automation for processing work intake forms
  • Key ResultTrain 100% of relevant employees on use and troubleshooting of automated system
  • TaskIdentify all employees using the automated system
  • TaskDevelop comprehensive training for system usage
  • TaskSchedule and conduct troubleshooting sessions
  • Key ResultFinalize tool selection for automation process by validating three possible options
  • TaskMake final selection based on evaluations and team feedback
  • TaskConsult team for tool preferences and feasibility
  • TaskEvaluate features and capabilities of three automation tools
  • Key ResultDesign and test the automation process on 50% of intake forms successfully
  • TaskDevelop and implement automation processes for selected forms
  • TaskConduct thorough testing to confirm successful automation
  • TaskIdentify which intake forms are ideal for automation

OKRs to enhance Automation Capabilities

  • ObjectiveEnhance Automation Capabilities
  • Key ResultDecrease average processing time by 30% using enhanced automation tools
  • TaskResearch and explore available enhanced automation tools suitable for our organization's needs
  • TaskImplement chosen automation tools and train relevant staff members on their usage
  • TaskIdentify and analyze current manual processes to identify areas for automation
  • TaskMonitor and evaluate the impact of automation tools on processing time and make necessary adjustments
  • Key ResultReduce manual errors by 15% through improved automation techniques
  • Key ResultIncrease the percentage of automated processes by 20%
  • Key ResultAchieve a customer satisfaction score of 90% by delivering superior automated services
  • TaskConduct regular customer surveys to collect feedback and identify areas for improvement
  • TaskRegularly analyze customer satisfaction data to identify trends and proactively make necessary adjustments
  • TaskEnhance user interface to improve usability and simplify interaction with automated services
  • TaskImplement customer feedback loop to promptly address any issues and ensure continuous service enhancement

OKRs to reduce manual tasks through automation and process improvement

  • ObjectiveReduce manual tasks through automation and process improvement
  • Key ResultImplement automation in 2 core business processes to reduce manual input by 50%
  • TaskSelect effective automation tools for these processes
  • TaskMonitor and implement the automation project
  • TaskIdentify 2 core business processes suitable for automation
  • Key ResultTrain 70% of team members on new automation tools, boosting productivity by 20%
  • TaskIdentify necessary automation tools for increased productivity
  • TaskImplement training for 70% of team members
  • TaskDevelop comprehensive training program on these tools
  • Key ResultDecrease manual error rate by 30% with improved checks and balances
  • TaskEstablish a regular error-checking schedule
  • TaskImplement thorough training on protocols and procedures
  • TaskIntroduce advanced error-detection software tools

OKRs to enhance operational efficiency across all workflows

  • ObjectiveEnhance operational efficiency across all workflows
  • Key ResultReduce task redundancy by identifying and eliminating 20% of duplicate tasks
  • TaskImplement plan to remove 20% of these duplicates
  • TaskIdentify duplicate tasks in existing workflow
  • TaskAnalyze impact of eliminating identified duplicates
  • Key ResultReduce processing time by 15% for key operational activities
  • TaskImplement efficient technologies to streamline operational processes
  • TaskTrain staff on time management skills and faster work methods
  • TaskIdentify and eliminate unneeded steps in current procedures
  • Key ResultImplement two new process automation tools to minimize manual intervention
  • TaskResearch and select two process automation tools suitable for our needs
  • TaskTrain staff on how to utilize these new tools
  • TaskPurchase and install the selected automation tools

OKRs to streamline and optimize the payroll process

  • ObjectiveStreamline and optimize the payroll process
  • Key ResultImplement automated payroll software by reducing manual entry by 50%
  • TaskTrain employees on utilization and benefits of the software
  • TaskSelect suitable automated payroll software for the company
  • TaskGradually transition from manual entry to automated system
  • Key ResultDecrease processing time by 20% through improved payroll system efficiency
  • TaskIdentify bottlenecks in the current payroll system
  • TaskTrain staff on efficient payroll system practices
  • TaskImplement automation for repetitive payroll tasks
  • Key ResultEnsure 100% accuracy in payroll calculations and payments each cycle
  • TaskImplement double-checking system for payroll calculations
  • TaskTrain staff on accurate payroll processing
  • TaskRegularly update and review payroll software

OKRs to achieve substantial operational cost reduction

  • ObjectiveAchieve substantial operational cost reduction
  • Key ResultImplement automation in 3 high-cost operational activities to improve efficiency
  • TaskImplement and monitor the automation processes
  • TaskDesign suitable automation strategies for each operation
  • TaskIdentify 3 high-cost operations prone to automation
  • Key ResultReduce operational expenses by 15% through process optimization and waste reduction
  • TaskIdentify and eliminate inefficient operational processes
  • TaskTrain staff on optimized workflow processes
  • TaskImplement waste reduction measures across all departments
  • Key ResultReduce third-party vendor costs by renegotiating contracts and exploring alternative suppliers
  • TaskResearch and evaluate alternative suppliers
  • TaskDevelop and implement cost-effective contracts with new vendors
  • TaskInitiate negotiations for current vendor contracts

OKRs to enhance efficiency of month end reporting process

  • ObjectiveEnhance efficiency of month end reporting process
  • Key ResultAutomate 30% of manual reporting tasks
  • TaskImplement and test automated tasks
  • TaskChoose appropriate reporting automation software
  • TaskIdentify repeatable and time-consuming manual reporting tasks
  • Key ResultIncrease report accuracy by eliminating all data discrepancies
  • TaskDevelop a standardized data input procedure
  • TaskTrain staff on data accuracy best practices
  • TaskImplement regular data auditing processes
  • Key ResultReduce average report generation time by 25%
  • TaskImplement automation software to expedite tasks
  • TaskTrain staff to efficiently utilize reporting tools
  • TaskReview and streamline the current report generation process

OKRs 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

OKRs to increase automation and drive continuous improvement

  • ObjectiveIncrease automation and drive continuous improvement
  • Key ResultConduct bi-weekly team meetings to identify and implement improvement opportunities
  • TaskImplement the identified improvement opportunities
  • TaskSchedule bi-weekly team meetings
  • TaskIdentify improvement opportunities during meetings
  • Key ResultImplement automation tools for at least 3 manual processes in the department
  • TaskResearch and select appropriate automation tools
  • TaskIdentify 3 manual processes suitable for automation
  • TaskImplement and test selected automation tools
  • Key ResultReduce average response time by 20% through process improvements
  • TaskRegularly monitor and analyze response time data
  • TaskStreamline the response process via automation
  • TaskImplement efficiency training for the customer service team

OKRs 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

OKRs to build a process orchestration system

  • ObjectiveImprove process efficiency and effectiveness through an automated orchestration system
  • Key ResultIncrease process scalability by integrating the system with external tools and data sources
  • Key ResultAchieve a 90% reduction in manual errors by implementing automated quality checks and validations
  • TaskDevelop and implement automated quality check systems for error detection and prevention
  • TaskIdentify and analyze existing manual error-prone processes for automation
  • TaskContinuously refine and update automated validation procedures based on feedback and findings
  • TaskConduct regular audits to monitor the effectiveness of automated quality checks
  • Key ResultImprove user satisfaction by maintaining an average response time of less than 5 seconds
  • Key ResultReduce process execution time by 20% through system optimization and streamlined workflows
  • TaskStreamline and automate manual processes to eliminate unnecessary steps and reduce execution time
  • TaskAnalyze system performance bottlenecks to identify areas for optimization and improvement
  • TaskCollaborate with stakeholders to identify and resolve any workflow inefficiencies or bottlenecks
  • TaskPrioritize and implement software upgrades or patches to enhance system efficiency and performance

Best practices for managing your Process Automation 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 👇

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 DashboardTability's audit dashboard will highlight opportunities to improve OKRs

Tip #2: Commit to the weekly 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 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 Process Automation OKRs

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 Process Automation 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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