Tailored for Your Municipality
Customization & Configuration
With full source code ownership, your municipality can configure, extend, and customize every aspect of the procurement platform — from threshold rules and approval workflows to vendor portal branding and solicitation templates. No vendor dependency. No feature requests. No waiting.
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
Admin-First Configuration
80%+ of customization requires zero code changes. Procurement thresholds, approval chains, evaluation templates, vendor portal fields, notification triggers, and report definitions are all configurable through the admin console — by procurement staff or IT, not developers.
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
Requirements Discovery
Review your municipality's procurement bylaw, purchasing policy, organizational structure, approval authorities, vendor management practices, and integration requirements. Map existing report templates and solicitation documents.
Phase 1 · 2–3 weeks
Requirements Discovery
Review your municipality's procurement bylaw, purchasing policy, organizational structure, approval authorities, vendor management practices, and integration requirements. Map existing report templates and solicitation documents.
Phase 2 · 4–6 weeks
Configuration Workshop
IT admin and procurement staff configure thresholds, approval chains, vendor portal fields, evaluation templates, and notification rules through the admin console. Solicitation document templates created from existing municipal formats.
Phase 3 · 2–3 weeks
Integration Setup
Connect to financial system (GL validation, budget checking), Active Directory (SSO), BPS portal (cross-posting), and P-card provider (transaction feeds). Test bi-directional data flows. Validate budget encumbrance accuracy.
Phase 4 · 2 weeks
Data Migration & Validation
Migrate vendor registry, active contracts, standing offers, and historical PO data using structured import templates. Validate migrated data: vendor commodity categories, contract expiry dates, commitment balances, and pre-qualification statuses.
Phase 5 · 2–3 weeks
User Acceptance & Training
UAT with each user group: procurement officers test full lifecycle, department managers test requisition and tracking, vendors test portal registration and bid submission, finance tests three-way match and commitment tracking, IT validates integrations and security.
Phase 6 · Ongoing
Go-Live & Optimization
Phased go-live starting with requisitions and POs, then competitive solicitation and vendor portal, then contract management and AI intelligence. Post-launch optimization based on actual usage patterns, cycle time trending, and user feedback. Source code available for any custom adjustments.