Tailored for Your Municipality
Your community. Your identity platform.
Civic Digital Identity's source-code-first architecture means every aspect — branding, verification policies, forms, notifications, dashboard layout, and data handling — is configurable to match your municipality's unique governance model, provincial requirements, and community expectations.
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-First Design
Most identity platform customizations are accomplished through configuration — JSON policy files, admin UI settings, and template editors — without writing code. From verification acceptance policies to notification templates, configuration covers 90% of municipal-specific requirements.
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 & Assessment
We map your current citizen-facing systems — portals, credentials, forms, notifications — and document your governance structure, privacy requirements, and community priorities. The discovery deliverable is a configuration specification aligned to your unique municipal context.
Phase 1 · 2–3 weeks
Discovery & Assessment
We map your current citizen-facing systems — portals, credentials, forms, notifications — and document your governance structure, privacy requirements, and community priorities. The discovery deliverable is a configuration specification aligned to your unique municipal context.
Phase 2 · 4–6 weeks
Configuration & Branding
Configure verification policies, notification templates, dashboard layout, form definitions, and payment settings. Apply your municipal branding — logo, colours, typography — to the resident portal, dashboard, and all citizen-facing communications.
Phase 3 · 2–3 weeks
Data Migration & Integration
Migrate existing citizen accounts from legacy systems. Configure SSO federation with all municipal applications. Map data flows between the identity platform and property tax, utility billing, recreation, permits, and other Civic Suite modules.
Phase 4 · 2 weeks
UAT & Accessibility Audit
User acceptance testing with representative residents across all verification pathways, dashboard panels, forms, and notification channels. Independent WCAG 2.1 AA accessibility audit. AODA accommodation testing with assistive technology users.
Phase 5 · 2–3 weeks
Soft Launch & Training
Phased rollout beginning with staff training, then a soft launch to a resident cohort (typically 500–1,000 early adopters). Monitor verification success rates, self-service adoption, and satisfaction scores. Adjust configuration based on real usage.
Phase 6 · Ongoing
Full Launch & Optimization
Marketing-supported launch to all residents with a community communication plan. Ongoing optimization based on adoption metrics, satisfaction feedback, and seasonal usage patterns. Quarterly business reviews with municipal leadership.