Tailored for Your Municipality
Customization & Configuration
Civic Grant Manager adapts to your municipality's grant programs, organizational structure, and operating procedures — not the other way around. Configure program-specific rules through the admin interface or leverage the full source code licence for deeper customization.
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
Program-Specific Configuration
Every grant program has unique rules — eligibility criteria, cost-sharing formulas, reporting formats, compliance checklists, and deadlines. Civic Grant Manager provides a configuration layer for each program, not a one-size-fits-all template. Add new programs, modify existing rules, and retire expired programs without code changes.
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 analyse your municipality's grant portfolio — active programs, application pipeline, financial tracking processes, compliance obligations, and pain points. We review your organizational structure, financial authority by-law, ERP system, and asset management plan to design the optimal configuration.
Phase 1 · 2–3 weeks
Discovery & Assessment
We analyse your municipality's grant portfolio — active programs, application pipeline, financial tracking processes, compliance obligations, and pain points. We review your organizational structure, financial authority by-law, ERP system, and asset management plan to design the optimal configuration.
Phase 2 · 4–6 weeks
Program Configuration
We configure each grant program with eligibility rules, application templates, compliance checklists, reporting formats, and deadline schedules. We import historical grant data — active agreements, committed expenditures, and outstanding reporting obligations — so the system is current on day one.
Phase 3 · 2–3 weeks
Integration & Data Migration
We connect to your ERP for GL transaction sync, asset management system for condition data, GIS for project mapping, and Active Directory for SSO. Historical grant data is migrated with full audit integrity. Integration sync is validated against source systems.
Phase 4 · 2 weeks
Workflow & Role Configuration
We configure RBAC with roles matching your organization — Grant Coordinator, Finance Analyst, Treasurer, Project Manager, CAO, Auditor (Read-Only). Authorization chains, approval workflows, notification rules, and escalation paths are aligned with your financial authority by-law and operating procedures.
Phase 5 · 2–3 weeks
Training & Parallel Operation
Role-specific training for grant coordinators, finance staff, project managers, and executives. The system runs in parallel with existing processes for one claim cycle — your team validates that automated classifications, claim assembly, and compliance reports match manual processes before full transition.
Phase 6 · Ongoing
Source Code Handover & Ongoing Support
Complete source code delivered with documentation, build instructions, and architectural guides. Your IT team has full capability to maintain, extend, and deploy the system. Ongoing support includes program rule updates when federal/provincial guidelines change and annual knowledge transfer sessions.