Tailored for Your Municipality
Tailored to Your Municipality
Every Canadian municipality has unique financial structures, budgeting practices, procurement bylaws, and reporting requirements. Civic ERP provides a robust, PSAB-compliant foundation — then adapts to your specific chart of accounts, approval hierarchies, fiscal calendar, and integration landscape. 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. Chart of accounts structure, fund types, segment definitions, approval workflows, procurement thresholds, payment terms, HST tax codes, fiscal periods, and FIR schedule mappings are all configurable through the System Configuration 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 & Requirements Mapping
2–3 weeks of structured workshops with the Treasurer, finance staff, procurement, department heads, and IT to document current COA structure, approval hierarchies, procurement bylaws, reporting requirements, and integration needs.
Phase 1 · 2–3 weeks
Discovery & Requirements Mapping
2–3 weeks of structured workshops with the Treasurer, finance staff, procurement, department heads, and IT to document current COA structure, approval hierarchies, procurement bylaws, reporting requirements, and integration needs.
Phase 2 · 4–6 weeks
Configuration & Build
5–7 weeks of platform configuration — chart of accounts structure, fund types, fiscal periods, approval workflows, procurement thresholds, HST settings, FIR mapping, vendor import, and AI model initialization.
Phase 3 · 2–3 weeks
Data Migration & Integration
2–3 weeks of historical financial data import from legacy systems (Great Plains, SAP, Sage, spreadsheets) with GL opening balances, vendor master, asset register, and open PO migration. Integration setup with existing municipal platforms.
Phase 4 · 2 weeks
User Acceptance Testing
2 weeks of role-based testing by finance, procurement, and department champions using real-world scenarios — month-end close cycle, invoice processing, budget entry, PO creation, and reporting. Issues triaged in-sprint.
Phase 5 · 2–3 weeks
Training & Phased Go-Live
Role-based training followed by phased module rollout — typically GL and AP first, then AR, procurement, budget, and fixed assets. Dedicated support during the 90-day hypercare period with accelerated response times.
Phase 6 · Ongoing
Continuous Optimization
Quarterly business reviews to assess adoption metrics, AI model accuracy, month-end close improvements, and identify workflow refinements. Year-end review includes FIR process evaluation and next-year budget module preparation. Source code access means optimization never requires vendor engagement.