Module · CRM and company growth

Standards stay. Even after implementation.

You know the feeling when you set standards and then everyone carries on the old way? Administy shows how to develop the company and checks that the standards you have built are kept.

Implementation progress tracking
The problem it solves

This is how it is today. This is how it can be.

Today

After a new process is introduced, the team goes back to old habits within a month.

With the Implementation progress tracking module

You see the company’s level and the parameters to work on with the team.

This is how it looks in Administy

The module in the Administy Panel.

A view with sample data.

app.administy.pl/onboarding/control

Onboarding control

Once completed, the Onboarding module stays at 100%. Here you see what has drifted since then and needs attention again.

You are monitoring 35 completed Onboarding steps
6needs attention now
12invoices without a project (month)
48invoices without a project (since start)
What needs attention (6)
Counterparty e-mail addresses

84/91 counterparties with a dunning path have an e-mail address. 7 still have none.

needs attentionShow list (7)
Counterparty cost categories

62/64 counterparties have a cost category assigned. 2 still have none.

needs attentionShow list (2)
Sellers on invoices

212/236 invoices from 2026 have a seller assigned. 24 still have none.

needs attentionShow list (24)
Project schedules

9 new projects without a schedule. They were created after this step was completed.

needs attentionShow list (9)
Invoices linked to a schedule

18 new invoices not linked to a schedule.

needs attentionShow list (18)
Companies without an acquisition source

41 companies have no acquisition source set. It is unknown where they came from.

needs attentionShow list (41)
What is in the module

Everything you need.

  1. 01

    10 levels of development

    A plan that leads from order in invoices to full automation.

  2. 02

    A control system

    It checks whether standards are being kept.

  3. 03

    Specific parameters

    You know what to work on with the team.

How it works

Three steps. Then it runs on its own.

  1. 1

    Level assessment

    At the start.

  2. 2

    Plan for next steps

    Across 10 levels.

  3. 3

    Control of upkeep

    Online all the time, with monitoring.

Free online audit

Check whether this module is right for you.

The audit calculates what your current processes cost you and points out the areas you are not covering that carry risk. You do it yourself, with no meeting with us.

Take the online audit
Free consultation meeting

Let’s talk about what’s weighing on you today.

This meeting is a diagnosis, not a sales pitch. You tell us what challenge and what business case your company is facing today: liquidity, receivables, costs or profitability. Together we name the causes and check what can be put in order. We will show the system if it turns out to be needed.

A conversation about your challengeDiagnosis and first recommendationsFree of charge and with no obligation