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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.
The best tools for writing perfect Process Automation 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.
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 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 optimize usage of our grant management system
- ObjectiveOptimize usage of our grant management system
- KRIncrease 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
- KRImprove 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
- KRAchieve 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
OKRs to boost chargeback losses recovery through revitalized process
- ObjectiveBoost chargeback losses recovery through revitalized process
- KRIncrease 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
- KRImplement 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
- KRTrain 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
- ObjectiveImplement automation in the reporting process
- KRAchieve 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
- KRSuccessfully 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
- KRIdentify 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 implement automation in analytic reporting process
- ObjectiveImplement automation in analytic reporting process
- KRAchieve 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
- KRDefine 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
- KRDetermine 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
OKRs to accelerate process efficiency by achieving 80% test automation
- ObjectiveAccelerate process efficiency by achieving 80% test automation
- KRDevelop 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
- KRIncrease 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
- KRReduce 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 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 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 enhance efficiency through digital platform integration and automation
- ObjectiveEnhance efficiency through digital platform integration and automation
- KRSuccessfully 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
- KRIncrease 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
- KRReduce 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
OKRs to implement automation for processing work intake forms
- ObjectiveImplement automation for processing work intake forms
- KRTrain 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
- KRFinalize 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
- KRDesign 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
Process Automation 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
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.
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.
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
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 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 Process Automation OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to shift newsroom operations towards a topic-first communication approach
- OKRs to boost engagement of inactive platform sign-ups
- OKRs to develop a cohesive investor relations strategy for effective fundraising
- OKRs to enhance data engineering capabilities to drive software innovation
- OKRs to reduce Employee Turnover
- OKRs to ensure Successful Onboarding onto Salesforce Marketing Cloud (SFMC)