Frequently Asked Questions
What does Monarch360 do? ▾
Monarch360 designs and delivers Microsoft 365 & SharePoint solutions—especially
modern EDRMS (Electronic Document & Records Management), intranets, document automation,
migrations, and custom SPFx extensions. We also help with Power Platform (Power Automate/Power Apps),
governance, security configuration, and user adoption.
Who are your solutions for? ▾
Local government, public sector agencies, and private organisations that want compliant records,
easier collaboration, and less information sprawl—whether they’re starting on SharePoint Online
or improving an existing tenant.
What is an EDRMS on SharePoint? ▾
An EDRMS manages the lifecycle of documents and records—capture, classification, security,
retention/disposal, and auditing—on top of Microsoft 365. We configure metadata, permissions,
retention labels/policies, review workflows, PDF rendition where required, and full audit trails.
Can you migrate from legacy systems and network drives? ▾
We help organisations transition from older record-keeping or shared-drive environments into structured, modern repositories. Our migration process includes analysing and renaming projects or folders for consistency, cleaning duplicates, and mapping content to a clear information architecture. Everything is handled through a secure, verifiable approach — ensuring your data is transferred accurately with full traceability.
How do projects typically run? ▾
Each engagement follows a collaborative, milestone-driven approach designed to keep you informed and in control. We start with a discovery session to understand your current setup and objectives. Then we move into solution design, build, pilot testing, training, and go-live support. Throughout the process, we maintain open communication, progress reporting, and quality checks to ensure a smooth delivery and successful adoption.
Do you support our records schedule and retention requirements? ▾
Yes. We align site libraries and content types to your classification scheme, apply retention labels/policies,
and automate review/disposal steps with defensible audit logs. We can integrate approval checkpoints where needed.
What about security and compliance? ▾
Solutions are delivered in your Microsoft 365 tenant. We design with least-privilege access,
role-based permissions, auditability, and Microsoft best practices. Data residency follows your tenant’s region
and compliance settings. We can provide security and governance baselines for admins.
Do you offer training and change management? ▾
Yes—role-based training for end users, records officers, and admins. We provide quick-reference guides,
short videos, and floor-walking during rollout to drive adoption and reduce support load.
What happens after go-live? ▾
We offer flexible support: hyper-care during launch, monthly support blocks, or a managed service.
Typical inclusions: break/fix, small enhancements, governance reviews, and roadmap planning.
How long will it take and how is pricing done? ▾
Timelines and cost depend on scope—number of libraries/sites, migration volume, custom workflows,
and training depth. After discovery, we provide a scoped proposal with deliverables, timeline, and pricing.
Do we keep control of our environment and content? ▾
Yes. Everything runs in your Microsoft 365 tenant; you retain ownership and administrative control.
We work with delegated access and hand over documentation and configurations at completion.
How do we get started? ▾
Send us a brief via the Contact page with your goals and current setup.
We’ll schedule a short discovery call and advise next steps.
Already on SharePoint? Ask for a quick health check & governance review.

