Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Automation Software 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 Software 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 Software 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 Software OKRs examples
We've added many examples of Automation Software Objectives and Key Results, but we did not stop there. Understanding the difference between OKRs and projects is important, so we also added examples of strategic initiatives that relate to the OKRs.
Hope you'll find this helpful!
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 enhance Quality Assurance automation capacity
- ObjectiveEnhance Quality Assurance automation capacity
- KRImplement automation for at least 70% of previously manually tested scenarios
- Identify primary scenarios for automated testing
- Evaluate automation coverage and effectiveness
- Develop and implement automation scripts
- KRAchieve 80% pass rate for all new automated test scripts
- Implement rigorous script debugging and revision process
- Develop comprehensive and effective automated test scripts
- Train team members on standard script writing
- KRIncrease automation coverage by 30% across all project modules
- Develop and implement automation scripts for these areas
- Monitor and assess the increase in automation coverage
- Identify areas with low automation within project modules
OKRs to improve test coverage and automation for proactive debt remediation
- ObjectiveIncrease test coverage and automation to enhance proactive debt remediation
- KRImplement end-to-end testing to validate entire debt remediation process
- KRAchieve 100% coverage for high-risk debt remediation scenarios
- KRReduce manual effort by 50% through automation of debt remediation tasks
- KRIncrease debt remediation efficacy by 25% through data-driven testing and analysis
OKRs to implement automation for recurring journal entries
- ObjectiveImplement automation for recurring journal entries
- KRChoose and onboard an automation software/tool by end of the first month
- Purchase and install the selected software
- Conduct initial setup and staff training
- Research and select a suitable automation tool
- KRMigrate 50% of recurring entries to the automation system by the second month
- Implement necessary changes for automation integration
- Achieve 50% automation of recurring entries
- Identify recurring entries eligible for automation
- KRAchieve 100% accurate automation for all recurring entries by the end of the quarter
- Identify all processes involved in managing recurring entries
- Regularly audit and refine automation system
- Implement automation software tailored to those processes
OKRs to advance the efficiency and effectiveness of QA Automation Projects
- ObjectiveAdvance the efficiency and effectiveness of QA Automation Projects
- KRImplement automated testing in 2 new, previously un-automated areas
- Implement and monitor the automated tests
- Develop an automated testing plan for these areas
- Identify two areas currently lacking automated testing
- KRReduce detected bugs post-release by 10%
- Invest in advanced bug tracking tools
- Improve and tighten quality assurance procedures
- Implement more rigorous pre-release testing
- KRImprove test coverage by 25% across all active projects
- Regularly monitor and report coverage improvements
- Identify active projects currently lacking sufficient test coverage
- Implement additional tests to close the identified gaps
OKRs to implement automation testing across development platform and code
- ObjectiveImplement automation testing across development platform and code
- KRIdentify and list 100% of testable features within the existing code base
- Review entire code base to identify testable features
- Create a comprehensive list of these features
- Confirm all identified features are indeed testable
- KRCreate and document comprehensive automated test scripts for 70% of identified features
- Develop comprehensive automated test scripts
- Identify key features requiring automated test scripts
- Document tested features and script process
- KRAchieve a 95% success rate in detecting and reporting bugs through automation tests
- Implement automated testing tools to highlight software errors
- Train team members on analyzing automated test results
- Regularly update and refine automated test scripts
OKRs to implement automation in data analysis and visualization
- ObjectiveImplement automation in data analysis and visualization
- KRCreate an automated data visualization tool generating 3 visually impacting reports weekly
- Identify key data points for weekly visualization
- Design three types of impactful report templates
- Program automation for weekly report generation
- KRSuccessfully automate 50% of routine data analysis tasks to increase efficiency
- Implement and test chosen automation tools
- Identify routine data analysis tasks suitable for automation
- Research and select relevant automation software
- KRDevelop a robust data cleaning and pre-processing automation script by the end of Q1
- Design algorithm for automation script
- Implement and test the automation script
- Identify necessary data cleaning and preprocessing steps
OKRs to implement HR automation tools to increase efficiencies
- ObjectiveImplement HR automation tools to increase efficiencies
- KRTrain 90% of HR staff on using new automation tools effectively
- Monitor and measure training participation rates
- Identify appropriate automation tools training for HR staff
- Schedule training sessions for all HR employees
- KRImplement AI-based HR software to reduce recruitment time by 30%
- Research and select the most suitable AI-based HR software
- Monitor key recruitment metrics to assess improvement
- Train HR team on utilizing the new AI software effectively
- KRAchieve a 25% decrease in paperwork and manual processes through automation
- Research and implement suitable automation software/tools
- Identify and classify manual processes appropriate for automation
- Monitor efficiency and adjust strategies as needed
OKRs to establish process improvement to reduce audit adjustments entries
- ObjectiveEstablish process improvement to reduce audit adjustments entries
- KRImprove the accuracy of initial entries by 35% through thorough staff training
- Develop comprehensive training material on data entry accuracy
- Implement ongoing staff data entry workshops
- Monitor progress and provide continual feedback
- KRImplement new software to automate 60% of audit entry processes
- Implement and monitor software regularly for efficiency
- Train employees on updated automation software
- Select suitable software to automate audit entry processes
- KRDecrease the quantity of audit adjustment entries by 40%
- Provide comprehensive training on accurate data entry
- Use auditing software to identify errors
- Implement strict review process before entering data
OKRs to enhance the accounting, financial, and tax processes architecture
- ObjectiveEnhance the accounting, financial, and tax processes architecture
- KRImplement 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
- KRDecrease 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
- KRIncrease 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
Automation Software 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
Having too many OKRs is the #1 mistake that teams make when adopting the framework. The problem with tracking too many competing goals is that it will be hard for your team to know what really matters.
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
Setting good goals can be challenging, but without regular check-ins, your team will struggle to make progress. We recommend that you track your OKRs weekly to get the full benefits from the framework.
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 Automation Software OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to increase active members count from 5 to 100
- OKRs to increase leads through Inbound Marketing
- OKRs to amplify our product's feature set
- OKRs to minimize expenditure on application hosting
- OKRs to establish robust foundations for scalable personalization
- OKRs to enhance cross-divisional resource collaboration in the region