Tailored for Your Municipality
Tailored to Your Cemetery Operations
Every municipal cemetery operates differently — single cemetery or multiple properties, historic sections dating back centuries, growing demand for cremation and green burial, denominational areas with specific requirements. Civic Cemetery provides a robust, FBCSA-compliant foundation — then adapts to your specific operational realities. 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 cemetery-specific requirements are addressed through configuration — not custom code. Cemetery properties, section definitions, space types, fee schedules (resident vs. non-resident), PCF contribution rates, interment types, scheduling rules (minimum time between interments, seasonal protocols), and report templates are all configurable through the Administration Console without developer involvement.
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 & Cemetery Assessment
2–3 weeks of structured workshops with cemetery superintendent, operations staff, finance, and IT to document current processes, record condition (paper/digital), cemetery properties, section layouts, and success metrics. On-site cemetery walk-through to assess GIS mapping requirements.
Phase 1 · 2–3 weeks
Discovery & Cemetery Assessment
2–3 weeks of structured workshops with cemetery superintendent, operations staff, finance, and IT to document current processes, record condition (paper/digital), cemetery properties, section layouts, and success metrics. On-site cemetery walk-through to assess GIS mapping requirements.
Phase 2 · 4–6 weeks
Configuration & GIS Mapping
4–6 weeks of platform configuration — cemetery properties, section definitions, space types, fee schedules, PCF rates, scheduling rules, and report templates. GIS mapping of cemetery grounds with plot boundaries, pathways, landmarks, and columbarium layouts.
Phase 3 · 2–3 weeks
Data Migration & Digitization
2–3 weeks of historical record import from legacy systems, spreadsheets, and paper records. Plot inventory digitization with GIS coordinate assignment. Rights holder registry population. PCF balance and contribution history migration. Genealogical record digitization planning.
Phase 4 · 2 weeks
User Acceptance Testing
2 weeks of role-based testing by cemetery staff using real-world scenarios — rights sales, interment scheduling, PCF contributions, genealogical searches, and BAO report generation. Issues triaged and resolved in-sprint.
Phase 5 · 2–3 weeks
Training & Phased Go-Live
Role-based training for cemetery superintendent, operations clerks, finance staff, and grounds crews. Phased rollout starting with plot inventory and rights management, followed by scheduling, PCF, and public portal. 90-day hypercare period.
Phase 6 · Ongoing
Continuous Optimization
Quarterly reviews to assess adoption, identify workflow refinements, plan feature enablement (digital memorials, virtual tours, green burial programs), and evaluate capacity forecasting accuracy. Source code access means optimization never requires vendor engagement.