Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Automation Processes 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 Processes 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.
The best tools for writing perfect Automation Processes OKRs
Here are 2 tools that can help you draft your OKRs in no time.
Tability AI: to generate OKRs based on a prompt
Tability AI allows you to describe your goals in a prompt, and generate a fully editable OKR template in seconds.
- 1. Create a Tability account
- 2. Click on the Generate goals using AI
- 3. Describe your goals in a prompt
- 4. Get your fully editable OKR template
- 5. Publish to start tracking progress and get automated OKR dashboards
Watch the video below to see it in action 👇
Tability Feedback: to improve existing OKRs
You can use Tability's AI feedback to improve your OKRs if you already have existing goals.
- 1. Create your Tability account
- 2. Add your existing OKRs (you can import them from a spreadsheet)
- 3. Click on Generate analysis
- 4. Review the suggestions and decide to accept or dismiss them
- 5. Publish to start tracking progress and get automated OKR dashboards
Tability will scan your OKRs and offer different suggestions to improve them. This can range from a small rewrite of a statement to make it clearer to a complete rewrite of the entire OKR.
Automation Processes OKRs examples
You'll find below a list of Objectives and Key Results templates for Automation Processes. We also included strategic projects for each template to make it easier to understand the difference between key results and projects.
Hope you'll find this helpful!
OKRs to streamline HR processes through automation
ObjectiveStreamline HR processes through automation
KRReduce 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
- KRIncrease 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
- KRImplement 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 streamline all business processes through automation
- ObjectiveStreamline all business processes through automation
- KRTrain 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
- KRAchieve 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
- KRImplement 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
OKRs to implement efficient test automation processes
- ObjectiveImplement efficient test automation processes
- KRReduce 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
- KRSuccessfully 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
- KRAchieve 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
OKRs to implement automation and simplify processes through expertise
- ObjectiveImplement automation and simplify processes through expertise
- KRIdentify 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
- KRShare 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
- KRDevelop 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
OKRs to implement automation to streamline existing processes
- ObjectiveImplement automation to streamline existing processes
- KRAchieve 20% reduction in operational costs via automated processes within the quarter
- Implement advanced automation software in key operational areas
- Train staff to effectively use automation tools
- Evaluate and optimize current processes for potential automation
- KRIdentify 3 processes that can be automated by end of first month
- Prioritize three processes for automation deployment
- Survey current company operations for repetitive tasks
- Evaluate the potential for automation efficiency
- KRTrain 80% of the team on utilizing the new automated processes efficiently
- Identify team members unfamiliar with the new automated processes
- Develop comprehensive training sessions on automation efficiency
- Implement and track progress of these training sessions
OKRs to implement automation and enhance workflow processes in business operations
- ObjectiveImplement automation and enhance workflow processes in business operations
- KRTrain all teams on new systems and demonstrate 30% reduction in processing times
- Monitor and report the reduction in processing times
- Schedule and conduct training sessions for all teams
- Develop comprehensive training materials for new systems
- KREnhance three business processes to increase efficiency by 25%
- Develop solutions or strategies to streamline identified weak areas
- Identify weakest areas in current business processes for target improvement
- Implement the improvements and assess the efficiency increment
- KRAdopt two automation tools that reduce manual tasks by 40%
- Evaluate and test chosen automation tools for efficiency
- Research and identify potential automation tools relevant to our tasks
- Implement, monitor, and fine-tune the automation tools
OKRs to implement simplified and automated work processes through expertise
- ObjectiveImplement simplified and automated work processes through expertise
- KRCreate 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
- KRApply 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
- KRIdentify 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
OKRs to enhance DevOps operations and efficiency
- ObjectiveEnhance DevOps operations and efficiency
- KRReduce code deployment downtime by 30% through improved deployment practices
- Implement continuous integration and deployment systems
- Increase automated testing before deployment
- Simplify deployment procedures
- KRImprove 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
- KRAchieve 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 streamline invoicing and purchasing processes
- ObjectiveStreamline invoicing and purchasing processes
- KRIncrease the on-time payment rate for invoices by 25%
- Implement automated reminders for upcoming invoice due dates
- Offer incentives for prompt payments
- Simplify the payment process for customers
- KRAchieve a 30% reduction in purchasing-related errors
- Introduce stricter controls for purchase order approvals
- Incorporate automated systems in the purchasing process
- Implement regular training sessions on purchasing procedures
- KRDecrease invoice processing time by 20%
- Implement automated invoicing software
- Train staff on efficient invoice procedures
- Streamline invoice approval process
OKRs to streamline and enhance data reporting and automation processes
- ObjectiveStreamline and enhance data reporting and automation processes
- KRAchieve 100% data integrity for all reports through automated validation checks
- Regularly review and update the validation parameters
- Develop an automated validation check system
- Identify all data sources for reporting accuracy
- KRSimplify and align 10 major reports for easier understanding and cross-functional use
- Develop a unified structure/format for all reports
- Condense information and eliminate unnecessary details
- Identify key data points and commonalities across all reports
- KREnable real-time data connections across 5 key systems to streamline reporting
- Test real-time reporting for data accuracy and timeliness
- Develop and implement a centralized data synchronization process
- Identify the 5 primary systems for data integration and real-time connections
Automation Processes OKR best practices
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
Focus can only be achieve by limiting the number of competing priorities. It is crucial that you take the time to identify where you need to move the needle, and avoid adding business-as-usual activities to your 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.
Tip #2: Commit to weekly OKR check-ins
Having good goals is only half the effort. You'll get significant more value from your OKRs if you commit to a weekly check-in process.
Being able to see trends for your key results will also keep yourself honest.
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.
Save hours with automated OKR dashboards
Your quarterly OKRs should be tracked weekly if you want to get all the benefits of the OKRs framework. 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
Most teams should start with a spreadsheet if they're using OKRs for the first time. Then, you can move to Tability to save time with automated OKR dashboards, data connectors, and actionable insights.
How to get Tability dashboards:
- 1. Create a Tability account
- 2. Use the importers to add your OKRs (works with any spreadsheet or doc)
- 3. Publish your OKR plan
That's it! Tability will instantly get access to 10+ dashboards to monitor progress, visualise trends, and identify risks early.
More Automation Processes OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to establish a comprehensive Career Development Program
- OKRs to increase the number of invoices processed
- OKRs to elevate donor engagement levels
- OKRs to successfully achieve pipeline target of $10,000,000
- OKRs to successfully migrate and train team on the new sales CRM system
- OKRs to establish an expert IC design team