Tailored for Your Municipality
Customization Options
Tailored solutions for your municipality
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
Open Architecture — Full Source Code
Unlike legacy asset management platforms, Civic provides full source code with an unrestricted modification licence. Your IT team can extend the API, add custom deterioration models, create municipality-specific inspection forms, and deploy on your own infrastructure — without waiting for vendor roadmaps or paying for professional services.
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
Asset Management Maturity Assessment
We begin with a structured assessment of your current asset management practices, data availability, organizational readiness, and regulatory obligations. This determines the optimal implementation scope, phasing strategy, and configuration priorities — informed by O.Reg. 588/17 requirements and your existing data quality.
Phase 1 · 2–3 weeks
Asset Management Maturity Assessment
We begin with a structured assessment of your current asset management practices, data availability, organizational readiness, and regulatory obligations. This determines the optimal implementation scope, phasing strategy, and configuration priorities — informed by O.Reg. 588/17 requirements and your existing data quality.
Phase 2 · 4–6 weeks
Taxonomy & Configuration Design
Configure the asset class taxonomy, condition rating scales, risk scoring dimensions, depreciation methods, capitalization policies, and inspection schedules based on your organizational structure and regulatory requirements. Every configuration documented in a municipality-specific configuration guide.
Phase 3 · 2–3 weeks
Data Migration & Quality Assurance
Import existing asset data from GIS, spreadsheets, legacy systems (Cityworks, Cartegraph, Maximo, VFA), and financial records. Field mapping, validation rules, duplicate detection, and data quality dashboards ensure clean data. Historical inspections and work orders imported to preserve institutional knowledge.
Phase 4 · 2 weeks
Integration & Deployment
Deploy on managed cloud or self-hosted infrastructure. Configure GIS synchronization (Esri ArcGIS or QGIS), financial system integration, SCADA connectivity, and IoT sensor onboarding. SSO integration with municipal Active Directory. API key provisioning for third-party connections.
Phase 5 · 2–3 weeks
Training & Change Management
Role-specific training for asset managers, inspectors, public works field crews, finance staff, and executives. Train-the-trainer program enables ongoing internal training. Video tutorials, user guides, and contextual in-app help. Change management support for transitioning from spreadsheet-based processes.
Phase 6 · Ongoing
Maturity Progression & Optimization
Post-launch support for progressive maturity advancement — from basic asset registry through risk-based management to predictive analytics and digital twin. Quarterly business reviews track KPI improvement, data quality advancement, and regulatory compliance. Deterioration model calibration improves with each inspection cycle.