Tailored for Your Municipality
Tailored to Your Municipality's Revenue Operations
Every Canadian municipality has unique revenue streams, billing scenarios, and collection practices. Civic Accounts Receivable provides a robust, PSAB-compliant foundation — then adapts to your specific fee structures, departmental billing workflows, collection policies, and integration landscape. No two deployments are identical because no two municipalities are identical. With a full source code licence, your customization options are limitless.
The Journey
From Fragmentation to Clarity
Discover
Map your processes, pain points, and integration landscape
Configure
Build workflows, forms, and routing rules on existing modules
Deploy
Phased rollout with role-based training and hypercare support
Evolve
Quarterly reviews to refine and expand as your needs grow
Philosophy
Our Approach to Customization
Civic CRM is built on the principle of configuration over customization — empowering municipalities to tailor the platform without costly custom development.
Approach 01
Configuration Over Customization
Most municipal-specific requirements are addressed through configuration — not custom code. Invoice templates, GL account mappings, payment terms, collection workflow stages, aging bracket thresholds, approval hierarchies, recurring billing schedules, and HST/GST rules are all configurable through the System Configuration Console without developer involvement. This keeps your total cost of ownership low and ensures you can modify your setup as fee bylaws and revenue policies evolve.
Configuration Patterns
How Municipalities Tailor Civic CRM
From bilingual interfaces to ward-based routing, explore configuration patterns designed for Canadian municipalities. Filter by base module to find relevant patterns.
Implementation
Your Customization Journey
A structured, transparent process that takes your municipality from requirements gathering to a fully tailored deployment. Click each phase to explore.
Phase 1 of 6
Discovery & Revenue Mapping
2–3 weeks of structured workshops with finance staff, department billing contacts, and IT to document current revenue streams, fee schedules, billing workflows, collection practices, GL account structures, and integration requirements.
Phase 1 · 2–3 weeks
Discovery & Revenue Mapping
2–3 weeks of structured workshops with finance staff, department billing contacts, and IT to document current revenue streams, fee schedules, billing workflows, collection practices, GL account structures, and integration requirements.
Phase 2 · 4–6 weeks
Configuration & Build
4–6 weeks of platform configuration — invoice templates, GL mappings, payment terms, collection workflows, aging thresholds, approval hierarchies, recurring schedules, HST/GST rules, debtor portal setup, and AI model initialization.
Phase 3 · 2–3 weeks
Data Migration & Integration
2–3 weeks of historical AR data import from legacy billing systems — customer accounts, outstanding invoices, payment history, and aging balances. Integration setup with GL, bank EFT, property tax, and digital payment systems.
Phase 4 · 2 weeks
User Acceptance Testing
2 weeks of role-based testing by finance staff using real-world billing scenarios — invoice generation, payment application, collection workflows, revenue recognition, and reporting. Issues triaged and resolved in-sprint.
Phase 5 · 2–3 weeks
Training & Phased Go-Live
Role-based training for AR clerks, department billing staff, finance directors, and auditors. Phased go-live by revenue category. Dedicated support during the 90-day hypercare period with accelerated response times.
Phase 6 · Ongoing
Continuous Optimization
Quarterly business reviews to assess collection rates, aging trends, AI model performance, and workflow refinements. Source code access means optimization never requires vendor engagement. Expand revenue categories and enable additional modules as comfort grows.