Monarch EDRMS for water utilities

Monarch EDRMS, built on SharePoint Online and Microsoft 365, helps water utilities securely manage operational and compliance records. From customer correspondence and regulatory submissions to asset maintenance and incident reports, documents and emails are captured in structured libraries using an industry-aligned taxonomy.

With simple drag-and-drop filing, automated workflows and powerful search, water utility staff can quickly locate critical records, support compliance and collaborate across teams, for efficient operations and transparent service delivery.

Records water utility teams manage in Monarch EDRMS

• Customer correspondence and regulatory submissions
• Asset maintenance and incident reports
• Structured libraries with an industry-aligned taxonomy
• Drag-and-drop filing and powerful search

Capabilities water utility teams can use

• QR codes (core): Generate QR codes that link to the latest version of a document or folder: ideal for assets, projects and site files.
• Search Center (core): Quickly search and filter documents and records in SharePoint. Simple filters narrow results, and permission settings mean each person only sees what they are allowed to access.
• Secure file sharing (add-on): Share files externally with full control and visibility: add cover sheets, set expiry dates and keep an audit trail of every access and download.
• Digitisation and OCR (add-on): Convert paper files into searchable digital records. Text and codes are detected automatically, with suggested metadata to file documents in the right place.

Every deployment includes the Search Center, Convert to PDF, secure and lock and QR codes. Add approvals, digitisation and OCR, secure file sharing, eSignature or Policy Publish as you need them.

Questions water utility teams ask

Can field teams reach the latest version of a document?

Yes. QR codes link to the latest version of a document or folder, which suits assets, projects and site files, and you can monitor when and where each code is scanned.

Can we share documents with external parties securely?

Yes, with the Secure file sharing add-on: cover sheets, expiry dates, watermarks and an audit trail of every access and download.

Can incident and maintenance reports be found quickly?

They are captured in structured libraries with an industry-aligned taxonomy, and the permission-aware Search Center filters them in SharePoint.

More answers on our questions and answers page, or request a demo to see Monarch EDRMS with your own records.

Also built for: Local government · Schools · Ports.