Technology

CIPAce™

Capital Infrastructure Lifecycle Management Platform

CIPAce™ is CIPPlanner’s enterprise-grade, cloud-based capital infrastructure lifecycle management platform, designed to support organizations managing complex business processes and capital programs. Built on a metadata-driven, low-code architecture, the platform enables organizations to configure, scale, and adapt applications to meet evolving operational requirements without modifying source code.

CIPAce™ supports organizations of varying sizes and program complexity by providing a flexible technology foundation for business process optimization and automation.

Enterprise technology

Built for Scale

As a comprehensive and versatile platform, CIPAce™ is designed to support a wide range of operational and governance models. The platform’s configurable architecture allows organizations to tailor application behavior, workflows, data structures, and user experiences to align with specific business needs.

Because CIPAce™ is metadata-driven, configuration changes can be made efficiently while maintaining system integrity and long-term maintainability.

Personalized User Experience

Built for Flexibility

The platform supports the creation of personalized user interfaces tailored to individual roles and responsibilities. Users can access relevant data, dashboards, and workflows through configurable views designed to improve usability and efficiency.

This role-based approach helps ensure users interact with the information and tools most relevant to their responsibilities.

AUTOMATION

Low-Code Configuration and Processes

CIPAce™ provides powerful tools that enable organizations to automate business processes and streamline operations across departments. Using low-code configuration capabilities, organizations can:

  • Design and manage automated workflows

  • Configure forms, data fields, and validation rules

  • Create role-based user experiences

  • Adapt applications as requirements evolve

These capabilities allow organizations to implement and refine solutions without custom source code development.

Software integration

Third-party Connections

CIPAce™ is designed to connect with third-party systems and enterprise applications. The platform supports integration with external tools to enable data exchange, reporting, and extended functionality.

These integration capabilities allow organizations to leverage existing systems while maintaining CIPAce™ as a central system of record.

Portal & Dashboard Management

Full User Customization

The CIPAce™ Portal and Dashboard Management functions enable users to configure their dashboard display within a single screen upon login according to their needs and preferences. This customization through a web-based designer with an intuitive graphic interface helps users stay informed of the status of all pending and/or upcoming tasks on a real-time basis, and thus enables users to perform daily tasks more efficiently and effectively.

Users in management roles can utilize customizations, such as project overviews, to monitor key or underperforming projects that may need extra attention or guidance. Individual users or user groups can configure their dashboards to consolidate the data, graphic reports, and frequently accessed functionalities based on their needs and/or preferences. The Dashboard Management function can also provide a “health check” on performance measures at a glance using color-coded graphics and buttons with drill-down capabilities.

Document Management Management

Centralizes Records

CIPAce™ provides a full-featured Document Management System that centralizes the electronic storage and control of all business records and activities contained within a client’s CIPAce™ application system. CIPAce™ can also integrate with third-party document management systems to link CIPAce™ entities to external documents stored in third-party software.

The Document Management System enables the following:

  • Documents can be organized by categories, such as project, fund, contract, budget, purchase order, and invoice.
  • Documents can be organized using customizable folders and tags.
  • All documents are under version control and can be routed for electronic review and approval. All historical versions of documents can be stored and managed within the Document module.
  • Full-text content search is available for all standard Microsoft Office documents.
  • Online viewing and markup features can be used directly on common file types, including Microsoft Office documents, images, and CAD drawings.
Workflow & Notification Engine

Processes and Logs

The Workflow and Notification Engine (WNE) is a robust and versatile tool that can be applied to most, if not all, business processes within an organization. It enables the effective deployment of customized workflows that significantly improve productivity by automating multi-party and interdepartmental work activities that can be standardized and streamlined.

WNE capabilities include the following:

  • Initiate and accept parameters for a given workflow.
  • Manage routing and re-routing of workflow steps.
  • Process files through the Document Management Engine.
  • Invoke web APIs (e.g., eSignatures, eNotary).
  • Send notifications via email and dashboard to participants based on predefined workflow steps.
  • End a workflow once all predefined steps are successfully completed.

Through predefined and built-in validation criteria within the application system, the Workflow Engine performs required validations on user entries before enabling the start and/or continuation of a workflow. A Workflow Log records all activities and data transformations at each step of a given workflow.

The Workflow and Notification Engine can be used to standardize and manage a wide range of routine business processes, including proposals; project scoping, ranking, and funding; RFPs and solicitations; cost estimates; budgets; contracts; purchase orders; invoices; design and construction submittals; RFIs and change orders; as well as interdepartmental reviews and approvals. In addition, workflow summaries and transaction-level data can be used to support audits and identify opportunities for process improvement.

User Interface Design Engine

Custom Configuration

CIPAce™ application system user interfaces are rendered using Dynamic Form and Metadata Management foundations. Interface elements and their descriptions are stored in the database and displayed accordingly. Because user interface descriptions are not hard-coded into the system, they can be modified at any time, enabling flexible and efficient customization across application pages.

Some examples include the following:

  • Rapid application customization that allows data elements to be added or modified without requiring programming.
  • Rearranging interface layouts as needed using built-in graphic design tools.
  • Creating new data types and associated fields to support new or evolving business processes.
  • Defining customized data relationships to support reporting, data drill-down, and roll-up capabilities.
  • Modifying field labels using SmartText Management to align with organizational terminology.
  • Maintaining all user interface customizations within a centralized database to support seamless system upgrades.
  • Creating specialized UI behaviors by enabling script-based plugins as needed.
Application System configurability

Core Engine Bundle

As the essential component of CIPAce™ Technology, the CIPAce™ Core Engine functions as a bundle of system building blocks that can be assembled to meet customers’ specific requirements. This modular approach provides extensive flexibility in developing application systems tailored to each client’s unique business needs. The Core Engine enables powerful configurability, scalability, and adaptability, along with system security and integration capabilities required to support today’s fast-paced and evolving business environments.

Core Engine capabilities for comprehensive configurability include the following:

  • Site-specific user interface configurability without custom programming.
  • Configuration of system menus and screen forms to align with organization-specific terminology.
  • Customizable workflows designed to fit unique business processes.
  • Easy creation of new data fields and data containers to support future expansion.
  • Flexible data access control driven by user roles, workflow steps, and other criteria.
  • Granular data access control by module, function, feature, or down to individual data elements.
  • Ability to modify or create access control rules at any time using a native, graphic-based interface.
Report Engine

Custom and Analytic Reporting

The CIPAce™ Report Engine provides a comprehensive set of standard and customizable reporting capabilities that allow users to access virtually every data element contained within a CIPAce™ application system. The Report Engine plays a critical role in supporting decision-making, performance measurement, accountability, and transparency across capital programs and projects.

The Report Engine supports three types of reports: Standard, Custom, and Analytic.

Standard Reports

CIPAce™ Standard Reports are available immediately upon application system installation. These reports can be configured and modified to meet user-specific needs and can be produced in multiple output formats, including Crystal Reports, PDF, Word, and Excel. Additional reports may be added to the report library to support evolving business and reporting requirements.

Custom Reports

The CIPAce™ Custom Reports module is a web-based report design tool that enables users to develop fully customizable reports. Users can query and extract data from the underlying database using a web-based query interface or SQL stored procedures. Custom reports can be saved and published within the application system and viewed online or scheduled for automated delivery. Data sources can also be formatted using external report-generation tools such as Crystal Reports or Excel.

Analytic Reports

The CIPAce™ Analytic Reports module enables users to analyze large volumes of data to gain real-time insights into the strategic and operational performance of capital programs and projects. This module uses an intuitive web-based interface to generate graphical summaries, dashboards, and scorecards with drill-down capabilities for deeper analysis.

Audit Trail

Track All Activity

The CIPAce™ Audit Trail Engine maintains a complete timeline of changes made to business records and administrative activities within the system at both transaction and management levels. It captures detailed information for each transaction, including changes to data values, timestamps, and the users responsible for those changes. The Audit Trail Engine also tracks project-level changes such as team composition, project details, and scope modifications.

On the administrative side, the Audit Trail Engine monitors user activity and records changes made to users, vendors, access permissions, and other administrative configurations. Together, these capabilities provide a comprehensive and reliable log of system activity that supports effective project management and operational oversight.

CIPPlanner has made significant investments in the CIPAce™ Audit Trail Engine as a core component of its cloud-based architecture. Its capabilities support compliance, litigation readiness, troubleshooting, transaction integrity, intrusion detection, activity forensics, and analysis of system usage and operations.

Robust Audit Trail capabilities include the following:

  • Preservation of data condition snapshots before and after every transaction
  • Front-end access to system activity logs for both system administrators and end users
  • Availability of activity history through CIPAce™ Dashboard and Report Engines in formats such as Excel and PDF
  • Ability to track chronological data changes across a project’s lifecycle from inception through closeout
Access Control

User System Roles

Using the CIPAce™ Access Control module, administrators can configure complex user access scenarios to align with an organization’s specific needs and preferences. The rule-based access control design provides extensive flexibility in defining how users interact with system data and functionality under a wide range of conditions.

Some examples include the following:

  • Control user access at the module level or down to individual data elements.
  • Restrict access based on group affiliation, user role, responsibility, discipline, or other attributes defined within the application system.
  • Enable dynamic user access based on changing project circumstances, such as role changes.
  • Apply workflow-driven data access rules that change permissions based on workflow steps.
  • Grant external users (such as vendors or contractors) controlled access through portals for submitting work products, correspondence, change requests, and payment requests.
Integrated Framework

Third-Party Systems

The CIPAce™ Integrated Framework enables user-defined integrations with third-party software applications through the CIPAce™ Web Application Programming Interface (API). The framework supports secure, two-way data exchanges with a wide range of external systems, helping organizations reduce the complexity typically associated with integrating data across multiple platforms.

CIPPlanner actively collaborates with leading technology and industry partners, including Microsoft, Oracle, Tyler Technologies, ESRI, and Laserfiche, to support native data integration with financial systems, databases, project management platforms, and geographic information systems. The Integrated Framework also supports integration with third-party project design and construction management tools, enabling seamless data flow across the capital project lifecycle.

Mobile Application

All-You-Need on the Go

  • Manage Key Tasks from the Field

    Includes inspection, field change, management processes, site walk, drawing review, and project close out processes

  • Stores All Information into One Database

    Data availability and consistency provides solid management foundation when needing to access or change information on-the-go.

  • Integration with Other Solutions

    Capable of accessing data that is pulled from third-party systems once system integration has been set up.

  • Maximize Visibility

    Powerful reporting capabilities support instant evaluation of contractor performance, enabling staff to act on potential issues before it is too late.

  • No Coding

    Software can be easily tailored to your organization's desired workflow processes, data tracking needs and naming conventions, without programming.

  • Quick & Easy Automation

    Data just needs to be entered once and can then be reused in a subsequent process and accessed from different device types like mobile or tablet.

CIPPlanner is a leading provider of cloud-based enterprise solutions for capital infrastructure program management. Since 2000, our CIPAce™ platform has helped government agencies and private organizations streamline project delivery, optimize investments, and enhance efficiency. Trusted by local and state governments, Fortune 500 companies, and global enterprises, we deliver innovative, scalable solutions for the entire project lifecycle.