Tailored for Your Municipality
Tailored to Your Planning Department
Every Ontario municipality has different official plan policies, zoning bylaws, fee schedules, and committee structures. Civic Planning & Development provides a robust, Planning Act-compliant foundation — then adapts to your specific planning workflows, bylaw provisions, circulation requirements, and reporting needs. No two deployments are identical because no two municipalities are identical. 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 municipality-specific requirements are addressed through configuration — not custom code. Application types, circulation rules (which departments/agencies receive which application types), statutory timelines, fee schedules, public notice radius settings (120m/200m), conditions templates, staff report templates, and dashboard preferences 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 & Requirements Mapping
2–3 weeks of structured workshops with the planning director, senior planners, committee secretaries, IT staff, and GIS analysts to document current workflows, bylaw requirements, circulation rules, fee structures, and integration needs.
Phase 1 · 2–3 weeks
Discovery & Requirements Mapping
2–3 weeks of structured workshops with the planning director, senior planners, committee secretaries, IT staff, and GIS analysts to document current workflows, bylaw requirements, circulation rules, fee structures, and integration needs.
Phase 2 · 4–6 weeks
Configuration & Build
4–6 weeks of platform configuration — application types, circulation rules, statutory timelines, fee schedules, public notice parameters, conditions templates, staff report templates, GIS layer integration, zoning bylaw import, and AI model training on local data.
Phase 3 · 2–3 weeks
Data Migration & Integration
2–3 weeks of historical application data import from legacy systems (paper records, spreadsheets, existing permitting software). GIS data integration. Property record linking. Active application transfer with in-progress statutory timelines preserved.
Phase 4 · 2 weeks
User Acceptance Testing
2 weeks of role-based testing by planning staff using real-world application scenarios — testing circulation, public notice, committee processes, statutory timeline tracking, and conditions clearance with actual development applications.
Phase 5 · 2–3 weeks
Training & Phased Go-Live
Role-based training for planners, committee secretaries, administrative staff, and IT. Phased go-live: new applications only at first, then migration of active applications. Dedicated support during the 90-day hypercare period.
Phase 6 · Ongoing
Continuous Optimization
Quarterly business reviews to assess adoption, workflow refinements, AI model tuning for local zoning and development patterns, and feature enablement as your team's comfort evolves. Source code access means optimization never requires vendor engagement.