Executive Summary

Digitization holds a lot of promise for the future of water, but it also poses a challenge for administrators managing the flood of data coming out of our drinking and wastewater systems.

Spreadsheet overload, ‘too many apps’ and uneven digitization are a big problem, particularly for compliance managers tracking increasingly complicated regulations. Wrangling that data into a workable system is the most important step utilities can take to realize their 20-year digital strategies.

This report builds on interviews with dozens of employees at ten water utilities in the United States, Canada and Australia ranging in size from 20 to 1,000 employees. The utilities did not sponsor the report or pay for inclusion—they were selected because they represent compelling case studies for how software can drive utility management forward.

Showing how getting the ‘basics’ of data management right can unlock previously unrealized operational powers, we look at how organizations like DC Water are leveraging sound data practices to overcome administrative paralysis and build the utility of the future.

Finally, we survey the next 20 years of water utility management, which promises to be shaped by everything from wastewater surveillance, to PFAS, to biosolids, to direct potable reuse (DPR)—each of which will only make getting compliance data under control more important to securing the future of water.

Foreword

As someone at the forefront of moving the needle on the future of water, I’m so excited and encouraged by the perspective and findings surfaced in ‘Building the Utility of the Future.’

There’s an enormous opportunity in our industry for community building and developing a shared understanding of the challenges our sector will face over the next 20 years. I call it an ‘opportunity’ because communicating our goals to groups outside of the water industry—particularly the legislators responsible for funding and signing the future of water into law—is a missing link that is the critical catalyst for change.

We can talk about green infrastructure, business development, and public private partnerships, and bathe ourselves in greenwashing. But until we find ways to communicate our challenges and criteria for success in a way that’s compelling and easy for policymakers to understand, that momentum is not going to happen. Until we clearly articulate the insights powered by integrated data, our sector simply won’t be able to secure the funding and goodwill needed to deploy these technologies on a large scale.

Service providers like Klir are the lynchpin of the solution here, because technology is only one leg of the stool—managing the change of people & process in this new way of working is the prerequisite for success.

It’s not that we are short on data as an industry, rather short of the right access to the right data at the right time with the right volume and quality. Only then can we turn up the heat to articulately demand what is needed to fix the wicked challenges facing water and run a successful utility over the next 20 years.

As it stands now, our industry is fragmented, few of us have a clear and compelling vision for modernization beyond engineering schematics, and most leaders are focused on technical challenges with little appetite for salesmanship or storytelling. We need to be able to connect the dots, legislate certain outcomes, and commit to making decisions about our capital infrastructure for the fiscal year based on sound data.

Cementing these standards will be impossible without a shared understanding of what our utilities must look like in the future. ‘Building the Utility of the Future’ is a crucial step towards that goal, shedding light on the various data management tools and strategies that the world’s largest utilities are using to bring water into the 21st century.

Section 1: Why Compliance Is the Ideal Starting Point for Digital Transformation

Software and the internet have transformed the way we work. Even smaller rural water utilities that lack sophisticated IT systems now use digital tools to communicate, manage tasks and report sampling results to regulators.

There’s just one problem: while other sectors have forged ahead and embraced purpose-built solutions, water utilities have been slow to adopt. It can take decades before a proven technology is considered “mainstream” enough, forcing staff to come up with their own solutions and leading to uneven digitization.

Before Denver Water underwent an IT audit and consolidation six years ago, Chief Operations and Maintenance Officer Tom Roode says the utility had struggled with “too many” point software solutions popping up across the organization for decades.

“For example, Maximo: it got started in one area, say our trades shop, or one treatment plant. And then over a 20 year period people would adopt it at a different treatment plant, or in the pump stations, and it kind of organically grew.”

This “organic” approach to choosing work or asset management software can create problems, especially when the solution your trades shop picks (Maximo) is different from the one your IT department and fleet staff pick (Workfront).

For Compliance Managers who rely on data from virtually every other department to do their jobs, the resulting patchwork of tools is particularly frustrating to work with—worse, even, than the piles of paper that used to clutter their desks.

But there’s a silver lining to the fact that so much data is piling up in our compliance departments: it also makes them the perfect entry point for real, strategic digital transformation initiatives.

Fighting Administrative Paralysis

As new criteria and guidance are constantly revised around issues like PFAS and LSLs, compliance managers find themselves sifting through more data than ever before.

Lacking a dedicated system to manage all of the deadlines, tasks and data her staff were responsible for, one Compliance Manager we spoke with at a mid-sized California utility took matters into her own hands and built an elaborate Excel “cheat sheet”—a monumental task at an organization that had more than 300 construction projects on the go at the time.

Cheat sheets are a popular stopgap at water utilities today, but using a spreadsheet as a database is time consuming, creates a silo around the individual responsible for it, and can be outright dangerous if anything ever slips through the cracks.

“It’s so hard being just one person with all the knowledge,” the Compliance Manager said. “Every project is different because they have different needs. Each project was trying to do it on their own, [but] they didn’t know regulatory compliance. There were knowledge-sharing gaps between departments.”

Data Icebergs

While it’s popular to blame silos, the iceberg might offer an even better analogy for what’s going on at utilities today.

Some crucial data might be visible at the surface, but a vast majority of the most valuable information is below the water line, hidden from view and ready to cause problems.

Icebergs aren’t limited to large organizations either. General Manager Piret Harmon, who manages a team of about 20 people at the Scotts Valley Water District (SVWD), which serves 10,700 customers across 4,200 service connections, routinely finds herself frustrated by data icebergs.

“The water consumption data is here, the water billing data is here, the production data is here, and water quality data is here. And every week there’s another report due, and it’s up to me or another person to sit down again and sort through it all. It’s a very manual process.”

At a large utility responsible for thousands of different permits, that can leave Compliance Managers overloaded by paperwork and constantly firefighting. Any single data point might be buried in:

• Spreadsheets, created by individual personnel and saved locally on their computers
• Outdated printouts kept on file
• Emails saved in an individual’s inbox
• Handwritten log sheets kept onsite
• Customer information systems

“I just couldn’t put my arms all around it, especially at the beginning of the year when it gets busy with permit renewals,” said another Compliance Manager we spoke to.

“I’d have to let our lab managers know, ‘Hey, sorry, my bad. I usually give you two weeks’ notice that I need this data, but I need it tomorrow.’”

#1 Moving Towards Self-Service

Utility customers and workers alike already live in a world filled with internet-enabled self-serve platforms—to consume their media, communicate with colleagues, and order groceries.

As Piret Harmon from SVWD points out, utilities are under increasing pressure to build experiences that are as easy to use and intuitive as the ones we encounter when ordering toilet paper on our smartphones.

“We are trying to actually empower our customers to get more things done without us. For example, why do people have to call us so we can find a piece of paper for them? Why can’t it be like, ‘no, go and browse for it yourself?’”

‍#2 Bracing for the ‘Gray Tsunami’

Water utilities across North America face huge personnel crises as a generation of experienced workers prepare for retirement, with institutional knowledge walking out the door with them.

As workers prepare to retire, it’s more important than ever for utilities to document processes and institutional knowledge so new employees can train for the job properly.

“I’ve got people about to retire, and also recent college grads. I’ve somehow gotta get these people ready for very technical positions very quickly,” one Compliance Manager told us.

#3 Getting New Infrastructure Funded and Built

The less time a compliance department spends chasing down regulatory information, the more time they have to serve internal customers and help them usher large-scale projects through complicated regulatory processes.

“[I want to] be able to better serve our other customers, like Engineering. Having more time to support them as they navigate complicated, sometimes confusing regulations would make their jobs so much easier,” said one Compliance Manager.

“If we could free up some of our time, that would allow us to give them the consultation that they need to navigate new permits for new projects. We could be a better service and have more time to help them navigate all of those regulations.”

#4 Responding to Water Quality Issues Quickly and Building Trust

When customers’ water quality is threatened and regulatory bodies are demanding up-to-date information, time is of the essence.

“We’re just beginning to dive into the world of letting customers report with web mapping applications,” says Adam McKnight, a former analyst with Halifax Water.

In the event of a water main break, rather than solely relying on calls from customers, McKnight’s department has given residents the ability to file their own reports online. It’s faster and more efficient than before.

“They pin the dropper point on the map, and we can go out and we can investigate,” says McKnight. “That becomes a part of our water main break response. That’s one emergency situation where it’s really beneficial having all the data right there.”

#5 Bringing Utility Management Into the 21st Century

Overstretched Compliance Managers might have it the worst when it comes to administrative overload, but important data is pooling across every department.

A single large wastewater treatment plant (0.8-3 million population served) can generate upwards of 30,000 data points, most of which pile up in data graveyards: employee hard drives, OneDrive, the utility’s servers, etc.

When managers look out across their organizations today, they see the tops of numerous icebergs with no way of knowing what’s underneath.

To move forward with some of the more exciting innovations in water technology like AI and predictive analytics, large utilities will need to do the hard work of taming these icebergs with a sound data management strategy. And developing objective metrics for utility performance will be crucial as utilities approach state and federal governments for more funding.

Section 2: From Asset to Event Management: Turning Software Into an Essential Operations and Maintenance Tool

Operations and maintenance leaders at water utilities are faced with a seemingly impossible task: maintain massive, complex and at times century-old drinking, waste and stormwater infrastructure, often with limited resources and a shoestring budget.

In many cases infrastructure is breaking down faster than it’s being renewed, while economic and population growth puts further stress on existing systems, leading to frustrating situations for utility leaders.

As Piret Harmon from SVWD puts it, “Why are you building if you’re asking me to conserve? How is that even in the same sentence?”

With a problem so deeply rooted in physical infrastructure and engineering challenges, taming a utility’s data might not be the first solution that comes to the minds of utility leaders.

That is until you look at the way leading utilities like DC Water are managing their data—not just to cut down on administrative work, but to make the job of the operator easier, drive real change in their physical systems, and anticipate and fix asset risks before they become asset disasters.

The Typical Utility ‘Stack’

In addition to operating one of the world’s most advanced wastewater treatment plants at Blue Plains, DC Water has made significant strides in bringing all of their work into the digital sphere properly.

The utility has methodically built and adopted systems to help it decrease administrative workload, create processes that are more self-serve, and lay the groundwork for more sophisticated technologies like predictive analytics.

Like many similarly-sized utilities, DC Water sorts its systems into three general buckets:

1. Its Core Underlying Systems that manage assets and track internal work using IBM Maximo and ArcGIS, as well as payroll and finance which is handled by Oracle.
2. Its Customer Information Systems, through which it manages 130,000 metered connections.
3. Its Third Party Portal, nicknamed the ‘Plumber Portal,’ a collection of contractor-facing applications through which the utility manages programs like Backflow Inspections and Grease Abatement.

Getting as many contractors, employees and customers plugged into and using this system has been a big priority for DC Water’s IT lead Tom Kuczynski—and a big achievement.

While DC Water’s shiny, futuristic HQO headquarters has a mailroom, it might not need one for long: 70,000 of the utility’s customers have signed up for online accounts, and about 50,000 currently receive an e-bill.

Thanks to the ‘Report a Problem’ app, customers can submit issues online even if they don’t have an online account.

Dispatching plumbers for inspections is also now an entirely digital process handled through the Plumber Portal, which automatically generates and sends work orders to Maximo.

“It’s a lot more efficient for us to manage any information, and it integrates better with our core systems. So if you need a meter installed or a service connection completed, you can send us requests that automatically generate a work order in our system,” says Kuczynski.

At-A-Glance: Utilities Featured in the Report

The Disaster Response Challenge

DC Water’s IT systems faced a new challenge in September of 2021 when Northeastern DC experienced a “microburst”—an extreme climate-change fuelled weather event concentrated in one area.

“It didn’t rain at all here [in the south], but we had six inches of rain in northeast DC that caused major flooding in the area,” recalls Kuczynski.

The utility’s 24/7 helpline and ‘Report a Problem’ apps immediately lit up as numerous customers’ homes flooded during the microburst, and DC Water’s crews had to respond quickly.

Suddenly there were three groups of people sitting in three different locations who had to work closely together:

1. The pumping operations crew who sit in the pumping station right outside of HQO and run the sewer system.
2. The plant workers four and a half miles away at Blue Plains WWTP, where all of the water pumped through the system eventually ends up.
3. The customer service crews on the third floor of HQO who monitor the help line and dispatch crews.

Communication between the three groups became tricky when multiple work orders were generated for the same neighborhood or geographical area.

All three would have to rely on a fourth party, the foreman in that area, to know that those work orders were all related to the same problem and avoid sending multiple crews.

“We didn’t really have a comprehensive understanding of what was really happening across our physical collection system and our customer system: none of those systems talked to each other back before September. We needed a better way to manage that event in a more comprehensive way,” says Kuczynski.

Enter the Events Management System

Working with a local vendor, DC Water set out to build an application that would knit the information in its Core Systems and Customer Systems together into one seamless, real-time emergency response dashboard.

The result was the Events Management System, an award-winning dashboard-based application that gave operators sitting in the DC Water war room access to:

Real-time feeds that they can use to monitor the severity of an incident.

An incident tracking tool that integrated with the utility’s call center and customer information system.

Information about all crews and vehicles in the field, making it easier to allocate resources to an event quickly.

“This one pane of glass now gives you all of that information in a single view,” says Kuczynski. In the event of another microburst, crews could be dispatched and managed seamlessly using a single user interface.

“So they can say, ‘These five work orders and incidents can all go to one crew.’ And they circle and drag them (on screen) to create a work order. They can literally do what they did before in seconds compared to minutes.”

In an emergency situation where five new calls might come in by the time you’re done attending to one, that’s a game changer.

Proactive Utility Management in Action

DC Water’s experience with the EMS is a concrete example of how sound data management and connecting disparate data sets can unlock new levels of efficiency, responsiveness and insight at a water utility.

It shows how there’s a direct line between the less glamorous aspects of digital transformation—pushing customers to sign up for online accounts and building a reliable customer database, for example—and the more exciting, transformational technologies like the EMS.

Take Pipe Sleuth, another application DC Water built with an external vendor, which uses neural networks and advanced image processing to analyze photos of pipes to grade them based on condition and report potential pipeline defects.

Kuczynski says the ability to better predict main breaks could be a game changer for the utility, from both a service and a cost standpoint.

“You eliminate service interruptions to customers, you eliminate street closures, but you also reduce the cost of a repair—$50,000 for a small break vs. up to $1,500,000 to fix a 36- inch transmission main.”

Section 3: Using Better Data To Tackle The Resource Recovery Challenge

Getting rid of data icebergs and leveraging compliance and operational data for insights will be crucial for bringing utilities into the digital age properly. But how does better data management fit into the broader transformation that’s going on at water utilities today?

Let’s stick with the DC Water example a bit longer. Their push to squeeze every last bit of value out of every asset there hasn’t stopped with faster emergency response times.

Blue Drop, a nonprofit LLC spun out of DC Water in 2016 and lead by Kuczynski, has recently started generating revenue by renting out the utility’s headquarters for events, leasing surplus cell tower space, licensing its EMS and PipeSleuth software to other utilities, and selling a Class A biosolids fertilizer product called Bloom.

“You can’t keep raising prices, right? There gets to be a point in time where the cost of service exceeds the ability of the customers to pay. So you’ve got to figure out ways to do it better, faster, cheaper,” says Kuczinski.

It’s an unavoidable fact that most utilities are going to have to start looking for additional cost savings and sources of revenue to offset rate increases. For most, that means aggressively pursuing resource recovery: the process of extracting and recycling as much of what passes through a wastewater system as possible.

Better Biosolids With Better Data

Disposing waste sludge is an expensive process, and getting better at biosolids—by reducing the amount of biosolids that are thrown out and increasing the amount of Class A material that can be sold—is a huge cost-saving and revenue opportunity for utilities.

According to Urban Utilities General Manager of Resource Recovery Peter Donaghy, mapping out our water and wastewater systems and developing a better understanding of how they work using better data is one of the most effective methods we have to improve the biosolids process.

His team recently used real-time analytics to discover that the way effluent moves through the system’s pumping stations could affect biosolids quality. As they worked through the biosolids system with a fine-toothed comb, they realized sewer network operators could have a massive role in biosolids quality.

“As soon as we saw [a contaminant] coming in at the head of a treatment plant, there were a certain number of pump stations we could inhibit that could slow that process and give us time to react.”

By allowing the pumping station to slowly fill up, Donaghy’s team could buy themselves an hour or two to send a worker to that pump station to test it for undesirable effluent and potentially stave off contamination.

“Inhibiting a pump station is not something you’d think is part of managing biosolids, it’s way off in the network. Some of the guys managing those pump stations wouldn’t even know what biosolids are.”

Direct Potable Reuse: The ‘Holy Grail’ of Resource Recovery

While generating additional revenue from a utility’s assets and recycling biosolids waste is a step in the right direction, recycled water continues to loom on the horizon as the biggest resource recovery prize.

Less than a fraction of a percent of all of our wastewater is ‘officially’ recycled back into the drinking water system today. But cities like Atlanta, Philadelphia, New Orleans, and Washington D.C. already draw their drinking water downstream from wastewater treatment plants.

In fact, of the 32 billion gallons of wastewater discharge the U.S. produces every day, the National Research Council estimates that up to 20 billion might already be re-entering drinking sources downstream.

And as utilities in Colorado, Florida and California take concrete steps towards implementing direct potable reuse (DPR) technologies and new research suggests that treated water might be cleaner than conventional sources, recycled drinking water will play an increasingly large role in the future of water.

Take Los Angeles Sanitation’s ‘Hyperion 2035’ plan, which aims to transform its Hyperion Wastewater Treatment Plant—one of the largest in North America—into a fully DPR operation by 2035.

Hyperion is a colossal 144-acre facility, with a sprawling network of streets that officials often describe as a city unto itself. To move to DPR, close to half of the existing footprint of the plant will need to be rebuilt or overhauled in some way with a raft of technologies like microfiltration and ultrafiltration, new biological processes and reverse osmosis.

But to hear LA Sanitation officials describe it, Hyperion 2035 is just as much about new treatment technologies and engineering challenges as it is about building (and in some cases, rebuilding) trust in recycled drinking water.

DPR’s Compliance Challenge

As utilities pursue DPR, the legacy of anti-potable reuse sentiment and California’s doomed efforts to start introducing DPR in the 1990s looms large in the minds of utility leaders and regulators.

It’s clear that the margin for error with DPR will be razor-thin, and building confidence in water quality and compliance data will be more important for DPR projects than it ever was for traditional water and wastewater utilities.

“The whole issue of public confidence is that very, very fragile link that keeps the system going. That’s something we are very aware of and try very hard to maintain,” says Pierre van Rensburg, strategic executive for urban and transport planning at Windhoek, Namibia.

That city built the world’s first DPR plant in 1968, which today produces purified water for the city’s 400,000 residents. Van Rensburg says that no illness has ever been directly linked to its operations in the decades since its opening.

“I think if there is ever one incident that could be linked back to the plant, the public would lose all confidence and simply refuse to use water from that source and that would severely taint our supply options.”

Conclusion

The Future of Water is Compliance

So what does this all mean for utilities? Firstly, it confirms something we’ve suspected for a long time at Klir: that many water utilities are struggling with digitization ‘basics,’ and they won’t be able to move forward with their ambitious 20 year strategies before they get them right.

As EPA and states make big strides to tackle issues like PFAS, LSLs, drought and increasing pressure on water systems, keeping up with regulations is only going to become a more burdensome process using existing tools.

At the same time, as utilities pursue efficiencies and more ambitious resource recovery projects while recycling or reclaiming more of their water, trust in the integrity of their data is only going to become more important, not less.

So how can utilities decrease the margin of error and build trust in their data? It all comes back to those ‘basics:’ building a single source of truth for regulatory data, breaking down icebergs and building certainty around a utility’s compliance data.

Wrangling water quality and permit data into a workable system and empowering Compliance Managers with better software tools might seem like a purely administrative challenge today. But it could very well turn out to be the single most important step utilities take in their digital transformation journey.

"One of the difficulties with diving into the digital world is that you end up having an app for this, and then an app for that. The fact that Klir had so many different modules that can talk and communicate with each other was really appealing to us. Users don't have to learn eight different applications: ideally they're only going to know the SCADA system and Klir."

– Adam McKnight, Data Analyst at Halifax Regional Water Commission

‍As Data Analyst for the Halifax Regional Water Commission's Water Quality Programs, Adam McKnight has a privileged vantage point over Nova Scotia's largest water system.

Serving a population of more than 350,000 in the Halifax Regional Municipality, the utility manages 8 water supply plants, 14 wastewater treatment facilities and more than 1,500 kilometers of water mains in Canada’s second-fastest growing municipality, all of which must be constantly monitored for compliance through a rigorous sampling program." A lot of the time, compliance data drives our operational decision making. If we're reporting a number to a regulator, we need to make sure that we're doing what we need to do operationally to meet those targets," points out McKnight.

But getting those thousands of data points in front of the right people can be a challenge, especially when you consider the patchwork of offline and online systems that water workers like McKnight have to navigate. That’s why Halifax Water set out to transform the way it manages its water data, merging multiple data sources and processes into a single collaborative platform and paving the way for a more proactive, collaborative and resilient water data management program.

More Data, More Challenges

When Halifax Water first considered implementing Klir to manage its compliance data in 2020, it had already spent decades using software tools to transition away from paper and binder-based recordkeeping and do more with their existing data. But while compliance-specific web tools had helped Halifax Water take one step into a digital future, as the utility grew and the number of different people and departments using those tools increased, the utility’s data management system became increasingly strained. "We focused on getting drinking water data into the digital realm, then we expanded on that and incorporated wastewater compliance and sampling, then we added more research-based groups." The result was a work process that, from a data and reporting perspective, was unsustainable in a few ways:

• Sampling data remained difficult to access, living "either in physical log sheets at the treatment facilities, digital spreadsheets, or in the time series data management system that stores our SCADA data. Having data in so many locations and formats makes it really difficult to pull the data together for comparison and analysis, especially when it is needed quickly."
• Spreadsheets were being used as databases, creating data opacity and discouraging proactive data management.
• Even when users could get data in and out of the system, it wasn’t built for collaboration and often became disorganized with too many hands in the pot.

"We didn't really have a solid water quality data governance or structure. It was kind of a free for all, which led to a lot of challenges,” says McKnight.

Implementing a New Approach to Water Data Management

It became clear that Halifax Water would need to adopt a new approach to water quality data management—one that took the patchwork of tools it had depended on in the past and turned it into one truly integrated system. To do that, the utility turned to Klir, an operating system (OS) for water management that integrates compliance, sampling and all other aspects of water and wastewater data management into one integrated, centralized and easy to use system.

Presented with the opportunity to switch to Klir, McKnight says it didn’t make sense not to make the jump. “We have all of this operational data, we have all of this compliance data—it didn't make sense not to have that data be brought together. ”With the help of Klir and a renewed commitment to the One Utility, One Platform approach, Halifax Water aims to:

1. Maintain High Quality Drinking Water

Klir dovetailed with a longstanding desire at Halifax Water to do more with data and move from reactive problem solving to an approach whereby compliance personnel, operators and engineers worked proactively to mitigate drinking water and wastewater issues. "Over the last three years we’ve been trying to look at our compliance data as early as possible, especially when data is beginning to trend differently. We began by getting our compliance inspectors to send us emails when they're noticing things in the distribution systems or at treatment facilities when data is outside normal thresholds."

Klir presented McKnight’s department with the opportunity to see the bigger compliance picture, notice trends before they become problems, and make sure the right people have access to the right data at the right time. "That way, we're able to get ahead of things and maintain high quality drinking water."

2. Decrease Dependence on Individuals

The complicated routines of a water sampling program as large as Halifax Water’s will often live, to some extent, inside the desk drawer or head of a single employee. That can create problems if that information—or person—ever goes missing.

"That's a lot to put on one person,” points out McKnight. “And if that one person leaves, you're stuck."

Klir gave Halifax the ability to offload that information into a universally-accessible system, decreasing dependence on individuals and building a system that was more resilient, more secure and less prone to information loss.

3. Centralize Compliance Data and Cut Down on Data Chasing

Larger utilities like Halifax Water often struggle to maintain a single set of compliance data, which can sometimes lead to confusion or even overlapping, contradictory information about water and wastewater quality.

"Sometimes data used in reporting is calculated from a combination of compliance and operational sampling program data. However, confusion can result when datasets unintentionally referenced are not the authoritative source of the information and have become outdated. We need one single source of truth, where people know they can go to reference authoritative data at any time.”

Linking and centralizing compliance, monitoring, research, operational and other data together to create a single source of truth provides Halifax Water’s users with a new level of decision-making confidence, allowing operators and staff preparing reports to have a full and clear picture of what is actually going on in the utility.

4. Use Fewer Apps to Build a More Efficient, Secure System

It’s not uncommon today for operators, engineers and compliance professionals at large utilities to use separate tools for compliance reporting, sampling, pretreatment and FOG, backflow prevention & cross-connection control.McKnight says that can become a frustrating challenge for a utility trying to build a system that works, and is also precisely why Halifax Water chose Klir.

“The fact that Klir had so many different modules that can talk and communicate with each other was really appealing to us. Users don't have to learn eight different applications: ideally they're only going to know the SCADA system and Klir."

McKnight says that in addition to reducing the time Halifax Water spends training new users, it also allows the utility to avoid situations where someone leaves the company and takes access to and familiarity with an app with them.

“From an auditing perspective that can be a huge red flag. If you're only using a handful of applications, that's a lot easier from a security perspective."

5. Break Down Departmental Silos and Promote Collaboration

Halifax Water made a multi-year commitment to become a “One Water” operation, integrating stormwater, wastewater and drinking water into one seamless system.

“Our big objective is to break down silos and have more communication between the different business units, departments and divisions. Alongside that, internally we've also [adopted] the slogan of ‘one water, one data.’ Those two goals really go hand in hand.”

Klir has helped accelerate that transformation within Halifax Water, helping form bridges between different groups within the utility, giving all user groups easy access to water quality data, and helping decision makers at the utility get on the same page when it comes time to problem-solve.

“It only helps make us stronger, because we're going to be working together and everyone has a common goal rather than feeling like there's different groups that are working against each other."

One Water, One Data

With Klir, Halifax Water foresees making serious progress on its goals to encourage interdepartmental collaboration as a One Water utility, set the stage for further data integration in the near future, as well as:

• Adopting a proactive approach to problem solving, helping it maintain water of high quality for its customers and the environment.
• Decrease dependence on individuals, reducing the risk of information loss.
• Create a single source of truth, avoiding overlapping or contradictory reporting and streamlining the compliance process as a whole. 
• Use fewer apps to build a system that is easier to use, takes less training time to master, and is better prepared from an audit and security perspective.
• Break down departmental silos and promote collaboration, allowing the utility to deliver on its One Water, One Data vision.

Bring a 'One Water' Approach to Your Utility

Klir is a single, unified operating system for water, pulling every aspect of wastewater management—including compliance, sampling and more—into an easy to use dashboard. Learn more about how Klir can cut down on administration and record-keeping work, create new opportunities for collaboration, and provide a level of system-wide visibility unmatched by other water data management systems.

“I don’t think there is anything out there like Klir.”

‍—Keith Abercrombie, Chief Operating Officer at Santa Clarita Valley Water

At A Glance

• As SCV Water amalgamated three water divisions under one agency, Klir supported a seamless operational transition by organizing over 150 permits into a single collaborative dashboard.
• Complete visibility for management into live status of all permits has eliminated all risk associated with specific employees holding permitting information.
• With permitting tasks fully managed through Klir, no deadlines are missed.

The Challenge​

In 2018, Santa Clarita Valley Water (SCV Water) was managing a massive organizational shift—amalgamating three separate water divisions into one.Among the many hurdles that Chief Operating Officer Keith Abercrombie and his team were facing: the complex task of understanding which permits were being maintained across the three divisions.With an aging workforce (80% of which is over 50) and a few key team members set to retire in the coming years, Keith and his team were driven to look for a new way to handle their permits.In the old system, everyone knew who was responsible for managing a specific permit, but a change in the overall structure meant a change in responsibilities for many employees.Each permit had requirements to fulfill for a key regulatory body, and not reporting or complying would mean that the utility could be subject to a fine or penalty—which in many cases could be quite material.Without the support of a central permitting database, and with the recent increase in permit quantity and complexity, there was simply too much risk.

The Solution

Keith and the team at SCV Water turned to Klir to pull together and help coordinate permitting information for the newly-amalgamated team.

The Klir permit management solution takes the risk of managing and complying with permits out of the individual’s hands by centralizing this information andautomating the tasks and activities needed to comply across the organization.“Klir has helped us manage and track permits and to be in a position that we are comfortable in knowing exactly what we are doing with our permits. We are not at the risk of screw ups, which can be embarrassing and costly,” says Keith.With permits across the organization now managed in Klir:

• Contributors can easily keep track of deadlines and activities with automatic triggers and alerts
• All data and requirements for 150+ permits are gathered into one permit management system
• Employees can continue to work the exact same way as before because the Klir system builds onto existing systems and processes

“Some staff, like supervisors, worry that they could miss a deadline. Having the ability for software to tee up the events in advance, and not just for the person whose responsibility it is, but for someone else in case they are out, gives us peace of mind,” says Abercrombie.

The Impact

With a single source of truth for all permits, SCV Water has:

• Eliminated the risk of having a specific employee handle all permitting information. Now, permit management will remain consistent when people retire or new people join the team.
• Automated all permit-related tasks with task scheduling and notifications sent to key employees.
• Prioritized workflows thanks to easy visibility into work on-hand, so that no deadlines are missed.

“It is a lot more than automation, it is a central database and I now know where to go to find the data I need," says Abercrombie.

How Klir can help

Klir is a single, unified operating system for water, pulling every aspect of wastewater management—including compliance, sampling and more—into an easy to use dashboard.Learn moreabout how Klir can cut down on administration and recordkeeping work, create new opportunities for collaboration, and provide a level of system-wide visibility unmatched by other water data management systems.

Serving Southern Nevada and the world famous Las Vegas strip, the Southern Nevada Water Authority provides potable water to 2.3 million residents and 40 million annual tourists.

With a mandate to be the world’s most efficient drinking water utility, the SNWA relies on Klir to be more proactive and efficient when it comes to permit and Safe Drinking Water Act compliance.

“Being in compliance is extremely important. But being able to demonstrate that in an effective and efficient way is where this tool really takes our compliance perspective to the next level,” says Dave Johnson, Deputy General Manager of Operations at the Southern Nevada Water Authority and the Las Vegas Valley Water District. “The Klir application helps us to sleep better at night knowing that we can demonstrate that compliance.”

The Challenge

As a public utility, the SNWA has no room for error when it comes to permit compliance and utility operations.

With thousands of permits spread across the organization in different departments and different divisions, and 300,000 samples required annually to comply with the Safe Drinking Water Act (SDWA), the SNWA set out to identify a technology that would allow it to bring all of its permit tracking and sampling monitoring together into one location.

“We have a big responsibility to the community, and that is to ensure a safe and secure drinking water system. Klir provides us a tool to make sure that our water is safe and secure,” says Frank Milligan, Director, Environmental Health & Safety & Corporate Security at the Southern Nevada Water Authority and the Las Vegas Valley Water District.

The Solution

• Klir provides peace of mind for management with complete visibility into the utility’s live status of compliance.
• Centralizing 1000+ regulatory permits into a single dashboard eliminates information silos.
• SNWA analyzes over 300,000 water quality samples every year. Klir provides a tool to track and manage that sampling data, allowing the SNWA to ensure its in compliance and meeting ratepayers’ expectations each day.
• With time saved on compliance admin, staff time can be redirected towards high-value proactive work.

The Impact

The Klir drinking water management platform allows SNWA to consolidate and manage all of its 1000+ permits and 300,000+ water samples in one place.

• With a single software system to consolidate all of its permits and Safe Drinking Water Act sampling outcomes, the SNWA can deliver compliance more efficiently.
• Management has complete visibility into the organization’s real-time compliance position, all within a single dashboard.
• Permits are kept current and legal with no deadlines missed.
• Staff time that would otherwise be spent on administrative tasks can be redirected to high value work such as conducting inspections, or hazard abatement action.

“The real value proposition in the Klir software is that it allows us to become much more efficient in how we deal with these massive amounts of data.”

– Dave Johnson, Deputy General Manager of Operations at SNWA and LVVWD

How Klir Can Help

Klir is a single, unified operating system for water, pulling every aspect of water management—including compliance, sampling, permitting and more—into an easy to use dashboard.

Learn more about how Klir can cut down on administration and record-keeping work, create new opportunities for collaboration, and provide system-wide visibility into your water system.

“If we needed to find something, we had to dig through thousands of pages—and if it wasn’t where it was supposed to be, we were in trouble.”
– A.J. Hopkins

After an audit flagged missing documentation, Macon turned to Klir for a centralized, digital solution.

From Paper Overload to a Digital-First Approach

For years, Macon’s compliance program relied on manual processes, making it difficult to access key documents and stay ahead of deadlines. In 2022, an audit from Georgia’s Environmental Protection Division (EPD) highlighted the risks of missing documentation. The message was clear—without a better system, they faced potential fines, which could have cost the same as a year with Klir, and compliance failures.

Macon chose Klir for its ability to centralize all compliance data, eliminate manual tracking, and provide real-time visibility into reports and deadlines. The platform offered unlimited user access, strong security protections, and the flexibility to scale beyond industrial pretreatment into drinking water and wastewater.

A Smooth Transition to Klir

Moving from binders to a digital system can seem overwhelming, but Macon’s onboarding process with Klir was structured, hands-on, and highly supported. Over six months, the Klir team worked closely with A.J. and his staff to digitize records, standardize workflows, and configure the platform to their needs.

“It felt like Klir was auditing our program from top to bottom—which turned out to be a huge benefit. We finally had clarity on everything we had and what was missing.”
‍– A.J. Hopkins

Despite staffing changes and unexpected extreme weather delays, the transition remained steady and manageable, giving Macon full control over the pace of implementation.

Results: More Confidence, Less Chaos

Since implementing Klir, Macon has eliminated the stress of tracking compliance manually.

Records are now searchable in seconds, removing the last-minute panic of audits. Automatic reminders ensure that deadlines are never missed. Compliance confidence, which was once shaky, jumped from a 5 out of 10 to a 9 or 10 out of 10.

“We used to lose sleep over whether we had the right information. Now, we know we’re covered.”
– A.J. Hopkins

Looking ahead, Macon is eager to take advantage of Boots, Klir’s AI-powered assistant, which will allow them to find answers instantly—without searching through spreadsheets or emails.

“If someone asks me for a report, I won’t have to dig through a binder or open 15 spreadsheets—I’ll just ask Boots.”
– A.J. Hopkins

Final Takeaway

For utilities still buried in paper, struggling with spreadsheets, and worried about missing critical information, digital transformation is no longer optional.

“If you’re tired of chasing paperwork, if managing records feels stressful and chaotic, if you’re worried about missing something—it’s time to go digital. Klir has completely changed how we work.”
– A.J. Hopkins

Want to hear the full conversation? Watch the webinar recording to see how Macon Water Authority built a more efficient, reliable program with Klir.

Contact us at hello@klir.com to learn how your utility can move from paper to precision.

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With growing regulatory demands, aging infrastructure, and staff turnover, permitting has become one of the most complex (and risky) responsibilities in water management. For Lisa Haney (Orange County Water District) and Greg Buncab (Contra Costa Water District), the solution wasn’t more spreadsheets, it was clarity, structure, and a single source of truth.

“Before Klir, I was surrounded by Post-it notes, Word docs, Excel tabs—and I was the only one who knew where anything was.”
‍
– Greg Buncab, Environmental Compliance Officer, CCWD

From Manual Chaos to Structured Collaboration

Like many utilities, both OCWD and CCWD were dealing with permitting programs spread across systems - and people’s memories. Lisa had 600+ easement permits tracked in one massive Excel sheet. Greg inherited an entire compliance program with no documentation from his predecessor. Information lived in inboxes, desktops, and (more often than not) sticky notes.

Klir offered a new path:

• A centralized hub for permits, programs, and tasks
• Cross-department collaboration with clear visibility
• Automatic reminders, audit trails, and historic context
• A foundation for future AI adoption

“I probably had 20 people a day asking me where something was. That was my whole day. Now they just find it themselves."

‍– Lisa Haney, Executive Director of Planning & Natural Resources, OCWD

Beyond Permitting – A Place for Organizational Memory

Both agencies quickly saw that what started with permitting could extend further. Greg expanded Klir to track pressure vessels, land use agreements, and safety checklists. Lisa’s team added hydrology, easements, and even institutional knowledge - so future staff wouldn’t have to rebuild from scratch after retirements.

“We’re using Klir to train new employees. What used to take a year now takes a few weeks."

‍– Lisa Haney, Executive Director of Planning & Natural Resources, OCWD

Results: Transparency, Teamwork, and Peace of Mind

With Klir in place, deadlines are met, documents are easy to find, and cross-team coordination is far simpler. Lisa can reallocate tasks for better workload balance. Greg can sleep without wondering what he forgot.

“Now when someone asks why we do something, I don’t have to explain - I can show them the regulator’s email."

‍– Greg Buncab, Environmental Compliance Officer, CCWD

Looking Ahead

Both agencies are now exploring how Klir can support digital transformation, from AI-driven insights to reporting automation.

“We want centralized data so we can move into AI. You can’t build intelligence without structure - and Klir gives us that foundation."

‍– Lisa Haney, Executive Director of Planning & Natural Resources, OCWD

Final Takeaway

If you’re still managing permits in spreadsheets or worried about losing institutional knowledge, now’s the time to rethink your approach.

“Anything with a due date, a risk, or a program behind it - put it in Klir. It’s been a game-changer."

‍– Greg Buncab

Want to hear the full conversation? Watch the recording to see how OCWD and CCWD are building smarter, more resilient operations with Klir.

Industrial pretreatment programs are under pressure. More industries, tighter regulations, and fewer staff hours mean the risk of missed samples, violations, or incomplete records is higher than ever. For Joshua Earley, Industrial Pretreatment Specialist at North Charleston Sewer District, the old way of managing pretreatment just wasn’t cutting it.

‍“The former software was basically just a place to plug in numbers. It didn’t really tell us anything — no trends, no red flags, nothing to help us act before problems escalated.”
‍
– Joshua Earley, NCSD

From Reactive to Proactive

Before Klir, Joshua’s team spent hours re-checking data to ensure nothing slipped through. Today, Klir flags violations, highlights repeated results, and even alerts him in real time when something’s off.

“What used to take me three hours — entering 44 sets of data — now takes 45 minutes in Klir. It’s a huge time saver and far less stress.”

‍– Joshua Earley

As part of implementation, Klir migrated 50–60 customer profiles and historical data, so Joshua’s team started with a clean, complete foundation. With monitoring, inspections, permits, and communications centralized in one secure platform, he can spend less time wrestling with spreadsheets and more time in the field working with industries to improve treatment processes.

‍ROI That Speaks Volumes‍

With Klir, the benefits go far beyond time savings. An ROI study with North Charleston showed a 13X return: for every $1 invested, the utility gained $13 back through faster processes, avoided violations, and reduced risk.

Early ROI analysis also found that the district recaptured 10% of staff time previously lost to manual mayhem — time that can now be reinvested in higher-value work.

“Saving time gives me more time to go out in the field, interact with industries, and help them improve their treatment. It helps the whole system get to where we need to be.”

– Joshua Earley

Audit-Ready, Without the Stress

Audits used to be a source of anxiety, with staff spending weeks double-checking spreadsheets and piecing together records. With Klir, everything is already in order — violations flagged, tasks tracked, communications logged. When inspectors arrive, Joshua’s team can show their program is under control in just a few clicks.

“If we miss a violation, the blame falls on us. Klir makes sure nothing slips through the cracks.”

– Joshua Earley

‍A Faster Path to Operational Data

For North Charleston, onboarding took about four to five months, but Joshua emphasized how closely Klir worked with him to migrate data and get the system running smoothly. Since then, Klir has streamlined the process even further, meaning today’s utilities can be up and running much faster.

Why It Matters for Pretreatment Programs Everywhere

For North Charleston, Klir turned pretreatment from a source of stress into a program that runs smoothly, saves time, and stays audit-ready. The same transformation is possible for any utility: fewer spreadsheets, fewer risks, and more confidence in front of regulators.

Joshua’s story is proof: less time in spreadsheets means more certainty, more visibility, and more impact.

Ready to see what digital pretreatment looks like?

👉 Watch the webinar on demand or book a demo to explore how Klir can modernize your program.

The Cost of Sticking with Legacy Systems

The City of Tyler operates a small pretreatment program with a lean team responsible for protecting local water quality and ensuring compliance with industrial users. Like many utilities, the team had been using Linko, a long-standing software for inspection scheduling, sampling, and reporting.

But over time, Linko became more of a hindrance than a help. Data access was limited. Workflows were unintuitive. Connectivity issues slowed down routine tasks. And most importantly, the system couldn’t support upcoming electronic submission requirements from the Texas Commission on Environmental Quality (TCEQ).

“We needed to prepare to submit electronically for the TCEQ, and Linko would not have done anything for that.”
‍
— Sarah Elkins, Pretreatment Coordinator, City of Tyler

The team needed more than a software patch - they needed a system that could grow with them.

Preparing for the Future: Why Klir

The City of Tyler selected Klir to replace Linko. Klir’s operational data management hub would modernize its pretreatment program and give staff the ability to manage the entire program in one place. The decision was guided by a few key priorities:

• Centralize Pretreatment Data: Eliminate scattered spreadsheets and limited-access folders
• Improve Visibility Across the Team: Make it easy for staff to log in, find information, and act on it
• Streamline Workflows: Simplify inspections, sampling, task management, and reporting
• Enable Electronic Submissions: Prepare for TCEQ’s requirements without needing additional systems.

From Migration to Adoption

Transitioning off Linko was a critical moment for the team at City of Tyler, but it didn’t have to be a painful one. 

The process began with a clean export of data from Linko. From there, Klir’s onboarding and implimentation team worked with Sarah and her team to map, validate, and upload the data into Klir. Unlike other transitions, this one didn’t require costly consultants or downtime.

Once in Klir, the program was restructured to fit how Tyler actually works - aligning workflows to TCEQ requirements and internal processes. As Elkins noted, the difference was clear immediately:

“Now we’re able to just log on and see what we need, versus not having access for the broader team and limited data visibility with the previous tool.”

Making Pretreatment Easier and More Effective

In the months following the transition, the City of Tyler began to see measurable results, not just in terms of time saved, but in overall program effectiveness.

Operational Efficiency

• 20% time savings compared to previous workflows in Linko
• Staff now spend less time navigating systems and more time taking action

Transparency & Accountability

• All team members have access to real-time pretreatment data
• Managers can easily check task progress and ensure follow-through

Performance & Compliance

• 100% of inspections completed on time
• 100% of monitoring requirements met with results imported monthly
• SNC reports generated directly from Klir, without needing external support

Peace of Mind

• Reduced risk of missed deadlines or lost data
• Confidence that the system supports both routine work and regulatory shifts

Build a Modern Pretreatment Program

For small teams managing high-stakes programs, the right operational data hub can make all the difference. Klir helped the City of Tyler move away from legacy frustrations and toward a modern, unified way of working, improving day-to-day operations and preparing for long-term change.

Whether you’re trying to simplify reporting, prepare for digital submissions, or just gain better visibility into your data, the City of Tyler’s story shows that transitioning off Linko is not only possible - it’s worth it.

At Klir, we’re always improving! Since onboarding the City of Tyler, Klir has implemented a new way of getting data into Klir from Linko, that takes less than one day. 

How many people on your team are already planning for retirement? The silver tsunami cascading across the industry means that most water utilities are at risk of seeing institutional knowledge walk out the door.

The transition can put serious pressure on your team. This is especially true when it comes to permitting, as employees who carry the essential know-how for specific protocol and day-to-day operations take that expertise with them when they leave.

Fortunately, by using smart, digital tools to document that knowledge and to systemize the permitting process, you can mitigate the risks that come with institutional brain drain.

In this article, you’ll learn how technology can help capture the insights that currently live in employees’ brains so that you can develop a uniform, replicable process for managing permitting across the entire utility.

Why Continuity Planning is Critical for Permitting

When you need essential details about a specific type of permit, but the team member who knew it like the back of their hand has retired, it’s more than an inconvenience.

Not only do you have to dig up, read, and parse the details of the permit; you’re going into the job minus all the hard-earned knowledge that your former team member provided.

And the stakes are high: missing a detail could lead to costly fines, or worse, public health risks. Take wastewater discharge that falls outside of NPDES criteria, which can rack up fines up to $25,000 a day—and that’s for the first offense.

Day-to-day, gaps in institutional knowledge:

• Eat up time and energy as personnel track down key information
• Damage morale and lower internal confidence in your organization
• Lead to patchwork systems that create more chaos later on

Plus, if your organization is mired in legacy software and spreadsheets, you risk alienating a younger generation that is more comfortable working in an online environment.

Where Offline Documents Fall Short

Not all permitting systems are created equal. At many utilities, every manager has their own process for tracking permits. Permit requirements and renewals are tracked across spreadsheets, Word docs, and even on paper. Without a centralized place to see the status of all permits, it’s easy to miss something.

Here are a few common challenges of managing permitting offline:

• Relying On Memory - Whether it’s knowing the specific criteria required for a specific type of permit; ensuring you’re not running a generator overtime; or getting ahead of permit renewals, so much of the permitting process tends to rely on memory.    
• Prone to Duplications and Errors - Files hosted locally on individual computers don’t sync up—meaning, that if Employee A makes changes to a spreadsheet, they won’t be reflected in Employee B’s copy. So, either A needs to send B an update, or mistakes are going to happen.
• Lack of Transparency - If your colleague were to win the lotto and not show up for work on Monday, how would you know to pick up where they left off? Managing permitting tasks offline often means relying on a lot of guesses, assumptions, and blind trust.
• Not Standardized -Team members often create their own private documents and spreadsheets to track tasks and manage information overload. Once that team member has retired, interpreting their files can become a headache.
• Files Are Easily Lost or Corrupted - Local files are fragile. Even if you have your own in-house servers, they’re at risk of damage (natural disasters, malfunctions, negligence) or theft. If your entire organization’s knowledge base is hosted on a humming box kept in a storage closet, you’re much more vulnerable than you would be keeping your information in the cloud.

For many utilities, offline systems may work for now. But as soon as a new team member comes onboard, and needs to get up to speed, they have a massive task on their hands.

If your permitting system is leaving you at risk of missing something, it’s time to start looking at software solutions.

How Digital Permitting Software Supports Continuity

When your employee ‘Mike’ is the only one who knows how to deal with a specific type of permit, or when the status of renewals is tracked on a spreadsheet on someone’s desktop, it creates risk for your organization.

Cloud-based software can help you systemize your permitting processes, making it easier to manage day-to-day tasks, interpret requirements, and flag abnormalities—all while ensuring your team will continue succeeding well into the future.

And, since so many teams in your utility have a stake in permitting, adopting a universal system promises to save time, increase collaboration, reduce the risk of error, and create greater visibility at every level of the organization.

Here’s how software can support continuity:

Documenting Institutional Knowledge

A single, unified system can help pass on Mike’s knowledge to other team members.

When a new team member has a question about a permit, or when they need to confirm that all of the requirements are being met, they can turn to your permitting system and get the info they need. That saves time, and reduces the risk of serious errors.

Reducing Risk

When it comes to permitting, tiny oversights can have big consequences. A generator left running overnight can lead to a six-figure penalty and a damaged relationship with the regulator. Digital tools can eliminate these kinds of risks by proactively triggering alerts for deadlines, exceedances, renewals, and more.

Plus, an online system allows for increased transparency which introduces checks and balances within the team, so that one person isn’t responsible for catching every single mistake.

Managing Workflows

Managing permits means tracking tasks, sticking to standards, and creating reports. Modern water utility software (like Klir) automates many parts of the process, while setting up fail-safes to make sure everything is completed on time. Instead of always double checking that you have all the information you need, or that you’ve checked every task off a list, you can focus on managing your organization.

Simplifying Permit Renewals

With all your permitting information in one place, it’s easy to generate reports, visualize data, and plan. Rather than waiting for a tidal wave of permit renewals to roll in, a comprehensive system lets you get a bird’s eye view of the work ahead, and allocate resources as needed.

What to Look For in Permitting Software

Permitting software has the potential to make your job easier, reduce the likelihood of errors, and ensure the longevity of your organization.

But what kind of software is right for you? Here are four key criteria to look for:

Cloud-Based

A solution based in the cloud, accessible via web browser, wipes out a lot of headaches by creating a single source of truth that can be accessed anytime. There’s no need to install and update software, and it’s easy to share info    between team members without resorting to email. Plus, thanks to encryption and off-site servers, your data is secure.

Purpose-built

General enterprise software, meant to be used by a wide swath of different companies and organizations, often requires customization that’s not only costly, it often means sacrificing on functionality. Aim to use a software    that is specifically designed for your needs.

Ease of installation

On-premise software systems typically charge a large fee up front to install locally on your servers. Not only does this cost you more money out of pocket, but it slows down the entire process of getting your system up and running.

Try to choose a system that is easy to install or configure, and won’t leave you in the lurch for months as technicians work on it.

Hands-on support

When your whole organization relies on software for permitting, you shouldn’t be left to your own devices if problems come up. Make sure your software solution offers technical support from real, live humans with experience in water,    who can answer questions particular to your industry.

Get Permitting Peace of Mind With Klir

Klir lets you manage every permit detail and requirement in one place so your entire team always has the information they need. Curious to see how it works and what it can do for your team? Learn more or book a demo today.

As regulations become more numerous and complex, water monitoring plans follow suit. Restrictive budgets and personnel shortages don’t make the job any easier.

How is your utility keeping up? With sampling responsibilities spread across different teams and individuals, and data constantly coming in from these different sources, how do you know you’re using resources efficiently?

Automating your water monitoring plan with technology can help you avoid errors, save time, and adapt to new reporting protocols.

In this article, you’ll learn how to use automation to track and execute your water monitoring plan, so that your team will be ready for anything that comes down the pipe.

What does it mean to automate your water monitoring plan?

Sampling runs, lab tests, these are important jobs carried out onsite by skilled individuals. But the work that goes into scheduling those sampling events and consolidating the results? Those administrative tasks take up valuable time—and that’s where technology is well suited to play a role.

With the right software, you can instantly analyze reams of sampling data, build out comprehensive and adaptable sampling schedules, and generate regulatory reports at the click of a button.

Why automate your water monitoring plan?

When you automate your water monitoring plan, you minimize the administrative work that’s involved. For compliance managers, those time savings can free up an entire workday every week.

Plus, an automated water monitoring plan can deliver benefits across the organization:

Break down data silos

If the Water Quality Department is maintaining Safe Drinking Water standards, another team is managing NPDES permit samples, and yet another team is managing samples based on customer complaints, how can you tell where these needs intersect and overlap?

Automation creates a single source of truth, bringing all sampling activities into a single view. Information that once lived in spreadsheets or filing cabinets can now be made accessible utility-wide. Plus, your efforts go further: non-compliance sampling results can be easily attributed to overlapping regulatory reporting needs.

Manage timelines across multiple departments

As new sampling needs come up, an automated online schedule lets you adapt. Easily slot in new runs while ensuring that all other testing requirements are being met on time.

Simplify monitoring & reporting

Online tools can unlock instant analysis of the raw data coming in from your LIMS. Then, generating a monthly report is as easy as clicking a button.

Rather than struggling with Excel or Word templates, where duplicate files and offline edits lead to mistakes, you can create standardized reporting templates that feed in accurate data from the same source every time.

Improve consumer confidence

With powerful tools to analyze sampling results in real-time, you can feel confident that you always have an accurate read on water quality. That means that when issues arise, you can mitigate the consequences with faster interventions and proactive communications.

And when it comes time to generate your annual Consumer Confidence Report, there’s no scrambling to consolidate and reconcile Excel sheets. You have all the data you need—accurate, up-to-date, and accessible.

Tools to automate your water monitoring plan

There are many tools that you can implement to automate your water monitoring plan. Some software tools are purpose-built for the job, while other familiar tools like spreadsheets and basic online scheduling software can be configured to introduce some level of “automation”, despite limitations.

If you have the time, resources, and expertise to set up a series of Excel sheets to track all your compliance tasks, for instance, it may be able to save your organization a lot of time and energy. Otherwise, these tools can end up being just “more of the same,” adding to the complexity of your current plan.

The following list weighs the pros and cons of both DIY and cloud-based digital tools for automating your water monitoring plan—many of which may already be in use:

PDFs

Use: Formatting and compiling reports

Pros:

• Compatible across multiple computer systems
• Relatively straightforward to generate reports from templates

Cons:

• Will not automatically populate with reporting data
• Multiple versions of reports (drafts) can create confusion

Spreadsheets

Use: Collating data, doing simple calculations

Pros:

• Familiar to many users at your organization
• Can be incredibly simple or very complicated, depending on user skill level and need

Cons:

• Difficult or impossible to integrate with other systems, such as scheduling software or LIMS
• Typically must be manually updated
• Offline or duplicate file versions introduce risk

Cloud-based scheduling apps

Use: Tracking sampling runs and frequency

Pros:

• Cloud-based scheduling software lets you share schedules between multiple teams and individuals
• Ability to create recurring events

Cons:

• Information is separate from where sampling data “lives”

Purpose built cloud software (eg. Klir)

Use: Task-management including scheduling sampling runs, analyzing water quality data & automating reporting

Pros:

• Introduces single source of truth with all sampling data in one location
• Integrates with LIMS and other systems
• Accessible utility-wide, with the ability to set permissions, schedule and assign tasks
• Automatically generates reports from data
• Delivers automatic alerts for crossed thresholds
• Can be easily modified and expanded by users to adapt to new sampling requirements
• Tailored to water utilities

Cons:

• Possible pushback from individuals accustomed to spreadsheets and traditional methods of scheduling / data management
• May require organizational changes as processes become more efficient

Steps to automating your water monitoring plan

Here are six steps to follow when automating your water monitoring plan:

1. Identify sampling needs across your organization

Document where and when sampling events are occurring across the organization for both regulatory or non-regulatory purposes. Part of this process may involve connecting with different departments, interviewing key personnel, and learning about their goals—as well as the difficulties they face.

Some tools are built to help you compile and systemize these requirements, so your software supplier may be able to help with this step. If you’re taking the DIY route (say, using Excel), this work may involve consolidating documents on a single internal server.

2. Feed in data inputs

Determine how your system is going to connect with your LIMS and the other places data “lives”. Do the tools you’re using allow you to automatically import LIMS data? How will other sources of information, like SCADA, integrate with your system?

If this information is online, the goal should be to feed the data directly into the system through a secure intermediary (typically called an API). Purpose-built software like Klir can pull this data in automatically. If these data sources are air-gapped, you might need to identify which personnel are responsible for providing the raw data imports on a regular basis (say, nightly).

3. Document your processes

Different sampling requirements have different processes—in terms of frequency, types of testing and reporting, chains of custody, and practical matters of access for technical operators.

To automate your monitoring plan, you’ll need to document the process for each sampling event within your organization.

Then, make sure the personnel involved have access to this information, ideally within the system that you’re using to schedule jobs.  

4. Set alerts for important thresholds

Any utility tracks for 90+ contaminants within a given year, and querying a spreadsheet is not only time consuming, it exposes you to the risk of missing something.

With an automated system, you can set parameters so that the system will proactively alert you any time the levels are approaching or exceeding a limit. When silence is a good thing—when your system isn’t telling you your levels are in danger of crossing the line—you can rest easy.

5. Schedule sampling jobs

Once you have all of your sampling requirements, you can create a master schedule, with filters for different departments, types of reporting, etc.

Your master schedule will include samples that must be taken weekly, monthly, quarterly, and yearly. This will be a key reference point to assign tasks and work orders. That’s why the option to filter specific reporting requirements or create sub-schedules is key—so every individual can find what they’re looking for, without sacrificing insight into the schedule as a whole.

Of course, sampling schedules change, so a truly automated system should be able to account for contingencies and reallocate resources accordingly.

6. Generate reports

Finally, automation will let you quickly, easily, and consistently generate reports from the data that you’re constantly generating. Ideally, this step involves establishing a template once, so that the system can pull in accurate data from the same data input at any given time.

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Automating your water monitoring plan saves you time, reduces the likelihood of errors, and improves communication at all levels of your organization.

While you can use tools to develop a DIY approach, automated systems like Klir are the fastest, easiest way to get up and running.

Ready to learn more? Talk to one of our specialists to learn about automating your utility’s water monitoring plan.

Op-Ed by David Lynch, Co-Founder and CEO of Klir

Those who have seen me speak publicly or read some of my previous work may know how much I tip Compliance Resource Planning as being the next big thing not just in water, where it is now prevalent but in other sectors where it is emerging. I am often asked what are the core principles when in comes to CRP implementations in Water so I have decided to write down what I see as the seven universal principles of CRP systems. The beauty of the internet is I get to revise and add to these rather than committing to ink so please do input with your thoughts and experience!

1. Compliance is your North Star

This doesn't mean every regulation you are forced to adhere to is right, correct, practical or a good idea. Very, very far from it. I would never suggest such a thing! But the spirit of the regulation and your corporate objectives must be tightly aligned.A great example of this is the water sector. The Safe Drinking Water in the US aims to do exactly what it says, make drinking water safe for human consumption. Is its interpretation or how it manifests in permits always right? No but the core objective of a water utility and the regulation is the exact same. Compare this with a mining operation whose core objective is profit first and foremost. It operates in a space with a variety of regulation which is at odds to this core purpose. Therefore implementing CRP would not work as it isn't aligned to the companies North Star. If it was a triple bottom line company or a certified B corp then CRP would work but not a strict profit only entity.You must be intellectually honest with yourself and your colleagues to truly ask if your organizations mission & culture is the same as the regulation which dominates your space.

2. Compliance Team versus Compliance Organization

In nearly every water utility I have seen worldwide, a compliance team or some variant of it exists. I imagine this came to pass when business consultants started designing utility hierarchy's and took their inspiration from manufacturing. I know that's what I did in a early stage of my career. The fact of the matter is this won't work. It must be many peoples responsibility across your organization to do their job in a way which bubbles compliances up rather than retrospectively patching it.Take the example above of a water utility versus a profit driven mining company. In the later, there would most likely be a Health and Safety or Compliance Team isolated from the rest of the operation. They would spend their time chasing data, enforcing processes and applying/maintaining permits so the rest of the team can get on with their day to day job. Unfortunately, as too often is the case, their peers don't give them the respect they deserve and they are see as just another line item on their requirements list.In a progressive water utility there will be an executive responsible for compliance and will work closely with the CEO/General Manager/Director. Their job is not to 'do compliance' but instead work it into the organization as a cultural and mission driven focus. CRP is the tool that does this and moves data & jobs around so that it is everyones responsibility

3. It is a stand alone system

If I had a nickel for every time I heard someone say 'Sure we can just get our existing Asset/CRM/Operations/Legal (delete as appropriate) system to do that with some customization' I would be the largest commodity owner of nickel-copper in the world. No one would dare suggest using the same pipes for sewerage and drinking water. Or to use a less extreme example, you wouldn't use Excel to manage a cash register. Just because a system can use a feature for many use cases doesn't mean it should. I often urge users to get the root of why this approach is suggested and in almost all cases it is because a huge budget was blown on implementing one of these systems that never quite worked. The sponsor (or someone ordained by them) is furiously trying to find a use for what they were mis sold.A good CRP system promoter will say explicitly what it does do (manage X, Y & Z process) but also explicitly tell you what it doesn't do. A simple test can weed out the bad system by asking can you put a process/area into it that has nothing to do with Compliance. For example, if you ask can you manage HR or Assets in the system and they say 'Of course, YES!' then run a mile.

4. Remove human error, not the human element

There is a great example of an AI competition that takes place annually pitting humans against computers. In one example, a AI system to detect cancer in mammograms was set against experienced radiologists. A computer has never beaten a human at this challenge and can detect cancerous cells correctly around 91% of the time. The human radiologist gets it right about 97% of the time. But the interesting thing is if your build a platform that 'suggests' detecting to radiologists which they then review, the accuracy goes to about 99.9%. This might only sound like a few percentage points increase but for anyone who has had the pleasure of learning about statistical distribution, this level of improvement is extremely impressive.This is a very critical element of CRP and one that is particularly important in water. CRP will never serve to cut jobs. Instead it will free up your existing team that have incredible talents to more optimally and economically manage compliance. CRP will augment your users to make the best decisions more of the time rather than have them focus on cleansing data or reformatting excel sheets.

5. The system must continually iterate

A CRP system should be a system to records insights. That may sound extremely nebulous but if you critically challenge any proposed system and ask ‘Will this exponentially over time automatically reduce effort expended on work that doesn’t affect compliance?’ you will have a very good gut instinct. But what does this mean in practice?With the modern tools available at low cost to software designers today every system should facilitate prediction of what tasks make a difference. This should be represented in a closed feedback look of Data->Decision->Outcome->Check. In one over simplified example, say you are receiving telemetry from a sensor and you make a decision to do something because of an undesired elevated reading, the system should record if the desired outcome was achieved through data (such as the reading being reduced on the telemetry system). If it did then the task should be auto suggested to users and if it didn’t then the system should learn that this course of action doesn’t work.

6. Very few barriers to adoption

A successful CRP implementation requires many users both internal and external to an organization providing data at different points of time. Some users spend every minute in the system and some see it once in their career and never again. If any element of this ecosystem breaks or is prevented from engaging then the CRP implementation will fail. The three most common barriers to entry I have see are:Prohibitive licensing requirements. For example every user is required to have an expensive licence which proves impractical and cost prohibitive.People need to adapt to the system rather than the system adapt to them. Of course some change is always required but fundamentally changing processes because of system limitations is a big red flag.An extension of the previous point is extremely well thought out user experience. The system must be user obsessed and allow a variety of users (from technophobes using it once off, to expert super admins using it daily) extract maximum value with minimal effort.

7. Explicit, aligned success criteria

In almost all cases you should be using a vendor with specific domain and system expertise. This vendor’s success must be heavily driven off what you deem success and no more. Driving them down on pricing will mean they will be forced to recoup on consulting or change requests. Similarly if their measure of success is the amount of consulting days sold every year after implementation then it is a misfit.Setting out what success looks like for you and your users early and often makes sure everyone is continually aligned. You should draw confidence from how they describe the approach they will take to meet your success criteria. If it is constantly pushed back as ancillary then they are not the right partner for you.

How could water utilities better plan for permit compliance? For any entity conducting business – whether it is providing a public service or selling a good – predictability is a key to long-term survival. You might not be able to control input cost changes, shifts in demand, or adverse events, but the better you can foresee and prepare for them, the more you will be empowered to ensure your sustainability.

As Goes Permit Compliance, So Goes Predictability and Sustainability

The sustainability of water utilities hinges on regulatory and permit compliance at the local, state and federal levels. If they cannot get permits, they cannot get off the ground to begin with. But maintaining compliance is the 800-pound gorilla. If permits are violated, utilities can often keep handling wastewater and providing drinking water, as these services are public health-critical, but violations are unsustainably costly on many fronts:

• Fines can be huge and compound on a daily basis as long as violations are outstanding. Violations can also mean lengthy and expensive legal proceedings involving other government entities, interest groups, and citizens
• More and more, they are the canaries in the coal mine giving the first notice of failed – sometimes catastrophically so – infrastructure
• Since water utilities are monopolies and users cannot turn to other providers, the loss of public trust that violations engender can be profound, lasting decades and creating ripple effects up to the highest levels of an organization or government.

Treating Permit Compliance as a Product

All too often, water utilities see permit compliance as a hurdle they must jump to fulfill their mission: providing clean water efficiently and at a reasonable cost. In the worst-case scenario of breach of public trust, where permit compliance is seen as a hurdle, going around it is a possibility – unless and until caught. The Flint, Michigan water supply crisis happened in large part because the Flint Water Treatment Plant maintained permit despite officials knowing it could not provide safe, clean drinking water.

While clearly Flint Water did not plan for permit compliance as a primary product, too few water utilities do either. What if they did? Would planning a product that everyone depends on start to seem much more positive and predictable than jumping a hurdle or avoiding a punishment? Would it help managers and decision-makers feel more like empowered, responsible adults than guilty children?

For drinking water, wastewater and stormwater, permit compliance is a matter of keeping within standards for a wide range of contaminants (such as metals and harmful bacteria) and indicators of health (such as temperature and pH) – that is, maintaining acceptable quality. So many factors go into that – exogenous ones such as weather events and endogenous ones like infrastructure status. And with climate change, ageing assets and emerging technologies, more new and unexpected factors come into play every day, making planning more challenging than ever. So how can utilities plan for compliance as an end product? All signs point to data as a keystone.

Collecting the Right Data at the Right Time

It is no secret: water supply, wastewater, and stormwater utilities all know what their output is supposed to look like: clean water, which equals compliance. To get there, they need to know what is entering the system and when, what tools they need to use to create compliance, and what their measures of success are indicating – all questions that must be answered by gathering data that passes QA muster. Technology such as new types of sensors and even drones are making possible the collection of critical data in the field that just a few years ago would have been unimaginable, greatly leveraging the ability to gather data about what is coming into the system – typically the greatest challenge to compliance. The right data quality and quantity optimizes data-driven decision-making – which only makes sense to achieve a result (regulatory compliance) that is characterized by data measures.

Making Data More Powerful By Expanding Its Accessibility

A single utility may have dozens of different systems where compliance-critical data is kept, each with protocols and nomenclature known only to staff in specific organization units with highly specialized expertise. It is as if staff working towards the same goals just down the hall from each other were operating on different planets, and the message that only a certain few people – rather than everyone working together – are responsible for compliance.

Achieving consistent compliance rather than reacting to violations requires connecting dots and detecting patterns with a clear “line of sight” across all the organization’s data. But using multiple data storage applications stymies this line of sight, making it much more difficult to spot, investigate and respond to potential problems before they lead to violations.

Decisions are Easier and Better When They are Data-Backed

There is probably no water utility manager out there who never struggled over making a big decision when helpful or critical data was simply not available. Some of the most difficult ones are decisions around money – how much should be planned for future infrastructure, what level and what type of efficiencies should be targeted, how should rates be set? Though the connection may seem indirect, these funding decisions are the foundation to maintaining predictability and steady future compliance – and they are frequently finalized by government legislative bodies with no water utility expertise and a long list of other priorities. Rich data, with its significance put into sharp focus through sound and appropriate analytical tools, gives water utilities the best chance at decisions and their aftermath that will help realize predictability, and permit compliance, for the long-term.

Do you want to improve Environmental Permit Management in your organization? Talk to us and ask for a demo: our team of experts spend time with your team to better understand how you currently manage permit compliance and identify optimization priorities.

Smart water systems empower utilities to provide better service at lower costs, increased effectiveness and efficiency, and with reduced environmental impacts. While ground-breaking data collection and analysis technologies make smart water systems possible, increased pressure on resources from threats like climate change make it necessary. As just one sobering example, the United Nations predicts that about two-thirds of the world’s population — 4.6 billion people — will face water-stressed conditions in the next decade due to increased and completing demands, more extreme climate conditions, and record-shattering weather events.

Using Data To Drive Management

Smart water systems’ critical capability is that they fulfill the promise of data-driven decisions and actions. While water utilities have long gathered extensive data of all sorts, they have all too seldom been able to use it to good effect. It sits siloed in legacy repositories that can’t talk to each other, and it’s all too common for a utility’s disparate units to have no idea what data the others have. And technologies that enable the data to be consolidated and analyzed have been expensive and cumbersome to implement. So the truth and clarity that data should provide have remained out of reach.

In 2017, the Smart Utility Task Force of the National Association of Clean Water Agencies (NACWA) outlined its vision for the “Digital Utility of the Future” that would exploit data, analytics and integrated systems to meet these aims:

1. Reduce Operational Costs
2. Manage and Mitigate Risks
3. Enhance the Customer Experience
4. Improve Financial Execution
5. Optimize Asset Performance and Uncover Hidden Value
6. Leverage Existing Communications and Computing Platforms
7. Maximize the Engagement and Efficiency of Employees; and
8. Integrate Water Quality, Policy, and Performance

What Smart Moves Have Water Utilities Made?

Many public drinking water providers are already using information and communications technology to build smart systems to achieve a sustainable, efficient and clean water supply. As a huge bonus, these innovations let them transform what were formerly “just” ratepayers into allies and partners in conservation, reducing costs, and spotting problems.

To cite just one smart system breakthrough, in 2013 the Kansas City Kansas Board of Public Utilities (KC BPU) implemented Advanced Metering Infrastructure (AIM) for the city’s water supply system that delivers hourly readings in real time of each customer’s water consumption. That’s a lot of raw data that on its own doesn’t make a system smart. But when the data is analyzed to identify consumption patterns and levels that indicate waste due to plumbing leaks, and water department staff quickly contact the customers to let them know, the system becomes smart – new data is collected and used in a new way to prevent waste, lower costs for the provider and customer, decrease stress on the water supply and infrastructure, and forge a bond of cooperation between provider and consumers. Within a few years of the program’s outset, KC BPU had contacted over 1,500 customers – or 2.6% of the utility’s 56,000 households served – with a Residential Leak Alert.

A Smart Step for Wastewater – Reduce Operating Costs

Smart systems are still largely in the future for wastewater treatment utilities, but on-boarding them will be vital to providing service efficiently and protecting the environment.

As a starting point, smart systems can help wastewater utilities resolve some of their “low-hanging fruit” issues like identifying and reducing waste in resource use, thereby reducing operational costs – the first of NACWA’s aims for digital utilities of the future. Some opportunities:

• Pumps and blowers generally account for most of the energy usage at treatment plants. By using smart systems to track energy use and performance, inefficiencies can be uncovered and eliminated.
• Energy and chemical use in process and disinfection systems can be tracked and compared with industry benchmarks, highlighting additional areas ripe for to tackling inefficiencies and reducing operating costs.
• Collection networks conveys wastewater to treatment plants and support community growth and development. But by their nature, these diffuse underground networks are prone to flow problems including waste fat blockages and inflow/infiltration from groundwater and stormwater. While utilities address these problems with programs including ratepayer education and infrastructure replacement, a smart system can identify potential blockage buildups by using flow meters and level sensors. Tracking the resulting data can point field staff to address potential problem areas immediately these areas instead of making field visits based on historical patterns.

The Water and Wastewater sector is confronting growing challenges such as ageing infrastructure, increasing pressure from the regulators and the public and fragmented expenditure allocation. Water utilities now have to step up and go beyond simply complying with the Clean Water Act (CWA.) They need to adopt innovative technologies to improve environmental and regulatory compliance performance, while reducing costs and increasing revenue.

The future digital water utilities will have to be able to capture, synthesize and analyze multiple layers of data to extract key insights. This will require a centralized system focused on cross-functional interoperability to provide for effective decision-making. The utilities’ challenge of how to increase efficiency is ready to be answered by the right advanced technology that will allow them to tackle process automation as well as access to the right data at the right time.

The Klir Water and Wastewater solution provides a single decision-making platform and a 360° view of all Urban Waste Water and Drinking Water missions to help utilities make informed decisions and meet the organization’s strategic objectives.

Are you ready to know more? Request a demo here.

Op-Ed by David Lynch, Co-Founder and CEO of Klir

I am, at my very core, a centrist. No matter what subject, taking an extreme position at one end or an other rarely works. I like to describe this fondly as living in a world of grey, however bleak it might sound to an outside reader.

I apply this ethos to almost every aspect of my life (much to my families dismay). So it is no surprise that I applied this lens when noticing the ever growing number of predictions of how the US water market will consolidate and privatize. I think this is an over simplistic view of the market and even bordering on dangerous.

Many proponents of consolidation and privatization cite the baseline qualitative improvements on water quality when water schemes are taken out of public hands. There is no debating the facts on this and Britain is a good example of how this plays out over an extended period. But this approach is not without its challenges. Fines are being levied at an unprecedented level and there are a litany of accusations regarding shareholder dividend preference over consumer health. I think it is useful to ask, why does privatization work?

I like to think of best in class water management a bit like Maslow's hierarchy of needs. At the very foundation, you need the infrastructure delivering water services to be fit for purpose. Privatization enables relatively quick access to capital and competitive rates which is hard to argue against. Next is labour expertise. High quality engineers and scientists are accessible to the consolidated entity that would ordinarily not be the case. The next layer is professionalism. Studies repeatedly show that privatization empirically increases the level of professionalization in a water utility. This is measured against compliance, efficiency, economics and risk. The piece de resistance of best in class water management is holistic community engagement.

What is most interesting to note is the holy grail of community management is extremely hard for private entities to achieve as the objectives of a private utility and the community are in too stark a contrast.

Which leads me back to my love of the grey zone. How can we get the best of both worlds in all of the above. The jury is still out on infrastructure. The question of approaches like federal or state rotating schemes, Public Private partnerships (PPP), Design/Build/Operate (DBO) etc. are too complex to delve into here. However the middle two tiers can be solved with software. The issue is absolutely not that the staff are unqualified or not adequately motivated but more that given the nature of the community system, simply put, the users don’t have the volume of experience that a big utility would have. Software like CRP solves this as the collective experience of the sector is continually refined in a single platform to give insight where issues occur that have never occurred before. Technology is becoming cheaper, both software and hardware so things that were ordinarily unavailable to community systems are now cost effective. It also addresses the area of professionalization as the best in class processes and tools are being used by the smallest to the largest utilities, again driven primarily by the lowering cost and accessibility to a wider market.

I believe the only way to effective community involvement in water is engagement with a community driven organization. The objectives and mission of the utility must be deeply rooted in the community if they are to be trusted by stakeholders in the watershed that are typically at odds.

It is for this reason, I come down in the grey area when the debate of privatization comes up. I don’t think exclusively one option or the other works. However, I do believe the best in class systems will be those that are community managed with deep ties to, and reliance on, aspects of privatization such as PPP & DBO. It feels terribly like a politicians answer but the major difference is I actually came down on a side!

Permit management and more generally environmental compliance are a fundamental corporate goal of a water utility. But also one that is increasingly challenging to achieve, as the data to support this objective is generated across multiple functions and stored in disparate IT systems.

A rise in regulations and subsequently in environmental permits in the past few years provide some welcome news for the U.S. water industry, indicating that water safety will likely improve or in some cases remain exemplary. But with more permit applications being submitted, water utilities and municipalities need to stay on top of the inflow to prevent application reviews and related tasks from bottlenecking. Why? Regulations governing a water utility account for the majority of operational effort, which incur a substantial cost. A single day’s delay caused by the regulatory process could potentially result in a costly violation-related fine.

Speeding Up The Permit Management Process

To speed up the permit application and management process, water utilities execs should look to streamlining — removing any regulatory duplication and creating more efficient administrative procedures. As the no.1 stakeholders in most quality and/or compliance departments, analysts should feel empowered to share this concept with the department they work in and encourage them to make their processes more efficient. Streamlining can help ease the pressure on compliance and quality staff and help safeguard the quality and safety of water. If implemented suitably, it makes quality and compliance departments more efficient and effective at enforcing regulations and permitting requirements. And it offers opportunities for the utility to save significantly on operational costs.

According to NACWA’s 2017 paper Envisioning the Digital Utility of the Future, streamlining procedures will contribute to phasing out wasteful processes to “enhance efficiency, reduce costs and, ultimately, maximize their return on investment”. It can reduce the amount of time it takes to move permit applications through the regulatory system and help reduce violations, which “benefit the utility by doing more with less and drive down the costs of services to stakeholders. A win-win for all involved”.

Efficiency Gains and Reduction in Violations

A beta version of the Klir platform implemented for Irish Water has enabled them to manage their Urban Waste Water processes systematically and has yielded 20% efficiency gains for the compliance team and a 90% reduction in violations. With benefits like those as a goal, our work with Southern Nevada Water Authority/Las Vegas Valley Water District has allowed us to outline the key areas to prioritize streamlining efforts on:

1. Cross-functional communication: a highly organized and close-knit system across all teams involved in the permitting process allows for ease in tracking permit applications and reviews. In LVVWD, team members extend outstanding efforts around team communication, and this is enhanced by the teams being in close proximity to each other and running multiple weekly meetings to keep on top of the work-on-hand, eliminating countless emails with questions.
2. Clearly defined permit application and management process: structured and documented processes – which the teams execute with rigour – is the only way to reduce frustrations and duplicated questions when processing permit applications. Our interaction with various stakeholders revealed a positive culture of ownership and accountability in LVVWD: a number of divisions created processes and ways of working which allow them to do their job successfully. However, these teams remain open to risk as these processes often sit outside an IT system and are heavily dependent on individuals and their commitment to and knowledge of the utility.
3. Staff qualification and training: regulations change continuously , so it is imperative that compliance and quality staff stay current as regulations are up­dated.
4. Status review: it is important for all responsible stakeholders involved to have full visibility on the full permit management process and access to a near real-time tracking of tasks as they move through the review process. Online tracking of permit applications is the most effective of streamlining measures.
5. Automated task scheduling: a central system that allows for automated tasks scheduling undoubtedly reduces the administrative burden on staff and add efficiency to the application and review process.
6. Technology: cloud-based software applications, mobile devices, automated workflows and notifications and electronic storage — all can enable noticeable ef­ficiencies of the regulatory compliance process. With the advent of SaaS technologies, affordable solutions now exist for water utilities who need to do more with less.

If investing in technology can be used to streamline the permit management process – permit application processing, tasks scheduling and tracking – it should only come after a careful review of the regulatory compliance process. Indeed, automating a dysfunctional process will only make a dysfunctional process run faster.Streamlining permit management and regulatory processes represents a robust and positive ap­proach for water utilities and municipalities. Implementing regulatory efficiencies can save both time and money while improving water safety. For water utilities, the bottom line is a more robust management of permit application and review, which will set them on the path to better sustainability.

Do you want to improve Permit Management in your organization? Talk to us and ask for a demo: our team of experts spends time with your team to better understand how you currently manage permit compliance and identify optimization priorities.

Decades ago, the saying was that “the solution to pollution is dilution.” Billions of people and tons of pollution fouling our water, air, and lands later, it is not so simple. The planet used to seem so vast and empty that we believed the raw waste we dumped, flushed or sent out a pipe could not hurt anyone or anything. We just wanted it somewhere else so it did not affect us and we did not have to think about it.

Revision of the Water Framework Directive

In the 1960s, we began to realize that the world did not have endless capacity to receive our wastes without reflecting back negative consequences. Our thinking and practices began to change. The Cuyahoga River in Ohio actually catching fire showed all too graphically what could result from dumping industrial wastes into waterways. A public service television ad depicting a Native American shedding a tear at seeing litter strewn over the landscape seemingly overnight stopped people from tossing their rubbish wherever it suited them.

Over fifty years later, many countries have a much better handle on dealing with pollution of lands and solid waste disposal. And while non-point source air pollution remains a major problem, a positive development has been that point-source air pollution has, at least in the West, significantly abated.

Water Does Not Respect Jurisdictional Boundaries

Pollution and degradation of waters has on the whole steadily worsened, with new and staggering realities in the headlines frequently: the impending death of the Great Barrier Reef, decimation of global fish stocks, the choking of seas and marine life with plastic waste. As technology has massively increased the ability of nations and private actors to use and misuse waterways, especially oceans, we see the adage that water does not obey jurisdictional boundaries made frighteningly manifest.

Those working in the water supply, wastewater and stormwater sectors have this adage front of mind every day. They deal with federal, state and local regulations that seek to keep water quality and quantity to standards that prevent harm to humans, wildlife and resources. They cooperate with other jurisdictions to understand and try to address common problems and challenges in shared watersheds. While local and state regulations may differ, they must all at the end nest under the same national regulations, creating a structure that embodies clear authority.

The Challenge of Combating Cross-Border Water Pollution

Where national boundaries meet, water pollution problems have no unilateral authority to fit under. The U.S. has two international boundaries – one with Mexico, the other with Canada. In the last 50 or so years, with populations and resulting sewage disposal problems increasing, and industries along shared waterways creating new and insidious means of polluting, the problem of international water pollution has gotten worse while the bandwith for dealing with it has gotten smaller and smaller in the face of more pressing local, national and global problems.

The means for the U.S. and Canada to resolve shared water issues is the Boundary Waters Treaty of 1909. Since most regulations governing current situations and problems with water use and quality in the U.S. were enacted and revised since the late 1960s, it feels unnervingly quaint to envision our relationship with Canada on water issues folding up into a construct created when words like “today” and “toothpaste” had hyphens. The first of the series of treaties that address water issues between the U.S. and Mexico goes back significantly further – to 1848.

A joint U.S.-Mexico body, the International Boundary and Water Commission, is charged with finding and recommending solutions to cross-border water issues. An analogous body, the International Joint Committee, addresses American-Canadian water issues. These entities add another complex layer to the already complicated local-state-federal structure that has developed to address water problems, and neither has binding authority – they are intended only to identify, gather, analyze and make recommendations on international water issues.

Positive steps and binding decisions are still up to the federal government of one or both countries, depending on the problem. And with the vast spectrum of social, economic and political challenges on governments’ plates, that can mean a problem originating in one country but negatively affecting only the other takes us back to the days of address the problem by just sending it somewhere else – a kind of environmental tribalism that encourages endless finger-pointing at the other side rather than action to address the problem.

Can We Overcome Environmental Tribalism?

Both Mexico and Canada discharge untreated sewage into ocean waters just adjacent to their respective U.S. borders. In 1990 Mexico signed an agreement with the U.S. known as Minute 283 in which it promised that no untreated wastewater from domestic or industrial sources would be discharged to the Tijuana River and enter U.S. waters. Almost three decades later, the problem is worse than ever, leading to amongst other consequences beach closures in tourism-dependent Southern California.

In Canada, the City of Victoria on Vancouver Island treats none of its sewage, discharging it directly into the Strait of Juan de Fuca. This will change though in 2020 when Victoria is due to open its first wastewater treatment plant. Although owing to a unique set of factors, there is some valid question as to whether the current discharge method is actually harming humans or the environment. The lack of a treatment plant has been a source of embarrassment for locals and used as a shaming tool by outsiders wanting leverage on some issue. Eventually, shame led to enough political pressure to force Victoria’s hand.

In the international context, without clear regulatory structures that carry specific and meaningful penalties, adequate political pressure both within and outside the polluting country – along with the availability of funding – are critical to spurring action on water pollution that crosses national boundaries – and overcoming environmental tribalism.

As experts in the water RegTech sector and water-conscious citizens, we, at Klir, are passionate about water and environmental issues. We strongly believe that implementing sustainable water operations and practices is critical to ensuring water availability and sanitation for all human beings in the future.

Op-Ed by David Lynch, Co-Founder and CEO of Klir

Compliance can often be seen as a production requirement. Instead, it should be seen as the product, and as such, as the core purpose of a water utility. Yet, there is often a disconnect between the spirit of regulations and their practical implementation on the ground. And this often results in an onerous burden on water service providers.

The first iteration of regulations broadly sought to address challenges with obvious links to environmental and human health, i.e. the treatment of drinking water or raw sewerage. In western democracies, these regulations attract bipartisan support, but are implemented in most cases. In Europe, this has culminated in 2000, with one of the most progressive and ambitious pieces of legislation: the Water Framework Directive. At a basic level, the directive takes an epidemiological approach to water management. It looks at what makes the water body ‘sick’ and requires to treat the cause of the illness, rather than the symptoms.

Revision of the Water Framework Directive

The directive is, in itself, relatively simple and short (only 20 pages long). But, the implementation, technical instructions, myriad of daughter legislation, process and reporting requirements often break the links between a water utility’s mission and regulatory requirements. The success of the WFD 18 years after initial implementation is widely debated and a revision of the directive is due in 2019. Nevertheless, the WFD does represent a fundamental shift in what regulation is going to look like over the next 50 years.

Instead of broad legislative measures being sweepingly enforced at a state, multi-state or federal level, regulations will be more pointed. They will be used as a tool to tweak the anthropogenic activities in a catchment to improve a system’s environmental health. This presents significant opportunities for water operators.

For example, if the background level of nutrients in a waterbody in which wastewater is being discharged is already high, logic will follow that the onus of costly treatment will fall on the polluters upstream, rather than solely on the wastewater operators. Of course, today this rarely happens – it is easier to regulate point source than diffuse pollution. So a disproportionate level of the burden falls on operators as the nexus point between multiple water stakeholders.

Data, at the Core of the Challenge

Often, existing legislative framework around the globe already supports a ‘polluter-pays’ principle and with the continuing legislative adoption of approaches like Integrated Catchment Management as well as the WHO Drinking Water Safety Plan this will only continue to be solidified in legislation. But how can water service operators capitalize on this approach? There are many views and silver bullet solutions. But fundamentally, data is at the core of the challenge. AI, Machine Learning as well as evolution of hardware is often touted as the next big thing but without a single source of the truth, the experts cannot use those tools effectively.

Research we carried out recently highlighted that, in a water utility today, the largest proportion of operational cost is labor. 1 in every 2 staff in a utility is impacted by quality, environmental and regulatory workflows. 20 – 50% of the time of those responsible for compliance-related tasks is spent on repetitive work like chasing or maintaining data, executing offline workflows or reacting to requests from regulatory stakeholders.

In order to meet the changing face of water regulations and deploy resources more effectively to meet emerging challenges like Combined Sewage Overflow, Climate Change, Pesticides and supply rationalization, efficiencies need to be gained in how this is managed in water utilities.

Maximum Impact on Human Health and the Environment for a Minimal Investment

By looking at a similar challenge in another vertical, we can see the benefits and pathway to a solution. About 30-35 years ago, sales and marketing were primarily done off Rolodexes. Then, in the early 80s the concept of database marketing was invented. Customer data was managed in lists and spreadsheets to try and qualify the leads. Throughout the 90s and early 2000s, this morphed into systems with rich functionality that tie together multiple functions of a business into a single focused mission, with automation and integration playing a key part. Now when you look at a typical CRM implementation, the return can be as much as 9 times in revenue.

There are a lot of similarities between this and water management. Where CRM focuses on sales, water management solutions focus on what will have the maximum environmental return i.e. what activity will have the maximum impact on human health and the environment for a minimal investment.

Ultimately, a utility needs to manage a pipeline of activities and requests to choose those tasks that have the maximum impact. It is interesting to note that some of these activities can be seen both from a regulated entity and a regulator’s perspective (e.g. permitting industrial discharges to assets). If we look at the water utility today, we are at the database marketing stage: we have structured data but no system to support the full life cycle to complete the sale. SCADA, LIMS, Asset management systems etc. give us plenty of ‘signals’ or ‘leads’, but a systematized process and single source of the truth is required to take those signals through to completion.

Bringing Regulatory Compliance Data Together…

Some utilities have implemented an environmental information management system. These custom-built applications generally run into the multi-million Euro or Dollar Capex cost. They also represent a significant recurrent overhead to keep the systems up and running (although this cost is coming down with cloud technologies).

We worked with Irish Water on an application to manage urban wastewater compliance investigations. To give context, Irish Water was established less than 5 years ago to amalgamate 31 water services authorities into a single state-owned water utility (1,000 Waste Treatment Plants and 900 Drinking Water Plants for a population of c. 3.3million). There was significant non-compliance with both Urban Waste Water and Drinking Water standards. For example, at the start of 2015, 23,297 consumers were on boil water notices. Ireland was also the subject of an Infringement Case by the EC for failure to meet the requirements of the EU Urban Waste Water Treatment Directive.

The application gives a single view of the data so that the compliance management team can understand work on-hand and prioritize tasks based on structured data such as Due Date, Severity, Impact etc. This system also contains extracts of compliance metadata provided in real time by the Irish Environmental Protection Agency. This combined view of compliance data, (i.e. from EPA and Irish Water) gives Irish Water the 360-degree visibility they need to respond to compliance tasks in a timely and efficient manner. The system also provides Irish Water management with the ability to assign work to their colleagues and set due dates against tasks, so that they are in control of the work to carry out.

… and Reaping the Benefits

The results have been impressive. Primary benefits include:

• 80% reduction in requests for further information from EPA
• 60% reduction in lead time reporting to regulators
• 90% reduction in non-compliance due to reporting
• Redeployment of 3 full-time employees from compliance and workflow team to address Combined Sewage Overflow projects
• But utilities like Irish Water – i.e that can afford these heavy implementations – generally represent less than 0.5% of the market as few have the critical mass to enable a meaningful ROI at this cost.

Meeting Changing Regulatory Patterns

By taking this initial step towards a centralized, systematized single source of environmental truth for their organization, water utilities are improving their data and allowing for rich analysis to meet changing regulatory patterns. Moreover, as this data becomes more centralized and cleansed, challenges can be mounted on permit limits imposed by regulators based on empirical data that there is consensus on.

The future of water regulations is a holistic integrated approach to water management in a catchment or watershed. This requires multiple stakeholders to interact regularly and in real time which is a significant challenge for our industry and those who have a dependency on water services.

In order to address these challenges, a single agreed version of enterprise compliance data as well as the processes that support them will be absolutely necessary to reduce risk, improve efficiency, increase compliance and improve asset investment.

Would like to know more about managing regulatory compliance more effectively? Contact us to see a live demo.

Municipalities and utilities have turned to electronic reporting tools (ERTs) to streamline, consolidate and automate their water and wastewater data processes for decades.

These tools cut down on lost or duplicate data, provide users with automated alerts, and generally make sampling a much less painful and time-consuming process.

At the same time, water managers know that sampling is just one part of the equation.

No part of a successful water management operation can function in isolation from another—but that’s also precisely what happens when utilities need a different application to manage each aspect of the water process, whether it be water quality or effluent monitoring, permitting, or inspections.

Adopting a truly unified approach to water management might be the only way that municipalities and utilities can protect themselves from another problem: too many tools.

To illustrate how, we’re going to compare two different water sampling solutions today:

Klir

An all-in-one cloud-based water management platform—and more specifically Klir’s sampling capabilities, which delivering fast and up to date sampling and water quality results to decision makers at water and wastewater utilities.

WaterTrax

An electronic reporting tool provided by Aquatic Informatics.

Klir Water Management Software: A Quick Intro

Until recently, the information that operators and managers at water utilities needed to do their jobs was fragmented, dispersed across numerous systems, incomplete, or otherwise difficult to access.

Launched in 2018, Klir is the first system to bring these disparate functions together into one complete SaaS based software suite.

Klir's Drinking Water Management platform allows water quality teams to manage monitoring plans and sampling outcomes against relevant legislation and regulations such as the Safe Drinking Water Act (SDWA). Meanwhile, Klir's Wastewater Management Platform allows treatment plant operators to manage effluent reporting and DMR reports, so they can stay compliant with key regulation such as NPDES (National Pollutant Discharge Elimination System).

Instead of relying on a mishmash of different systems and software, Klir brings the entire team onto one platform and pulls in data from lab reports, LIMS, SCADA & GIS to create a single source of truth for sampling activities utility-wide.

This allows operators to

• See trends across the entire water system—from sampling, to permitting, inspections & more—and make decisions with clarity and confidence.
• Automate manual tasks and data analysis that were once tracked in Excel or Outlook, from scheduling sampling runs, to interpreting sampling results, to generating regulatory reports, eliminating 1+ days of admin work each week.
• Have peace of mind knowing that Klir’s automatic alerts for MCLs, operational limits, and numerous other types of limits will trigger in case anything ever goes wrong, and feel confident that every sample has been completed on time.

WaterTrax: A Brief Overview

WaterTrax was first launched in 2002 with the goal of helping utilities and municipalities detect adverse water quality events earlier and faster, offering quick access to current and historical data, automatic alerts, and a consolidated repository for lab data, all in a web-based system that didn’t require and special hardware or software to run.

Today WaterTrax’s focus is water and wastewater management, and the typical user will use the tool to do three things: set up a sampling schedule, set up their water infrastructure, and begin consuming data from labs and field samples.

In 2017, WaterTrax was acquired by Vancouver’s Aquatic Informatics company, where it exists alongside a family of applications purpose-built for different aspects of the water management process, including:

1. Aquarius Samples, an environmental lab and field sample data production tool.
2. Linko, an Industrial Pretreatment and FOG solution.
3. Tokay, a backflow prevention and cross-connection control tool.

One Platform vs. a Family of Separate Apps

While WaterTrax and the Klir sampling module might have a lot of overlap, the biggest difference between the two is Klir’s unified platform approach to water, as opposed to Aquatic Informatics’ à la carte approach.

While Klir users can move seamlessly from managing water and wastewater processes to other key processes such as permitting, inspections, asset management, and backflow or cross-connections, WaterTrax users are forced to switch to a different Aquatic Informatics application every time.

The Klir system unifies sampling and water monitoring alongside permitting, inspections, asset management, and backflow or cross-connections. This allows utilities to:

Break Down Silos

Reducing contradictory data, enabling constant information sharing across departments and teams, and reducing knowledge-loss during employee retirements or absences.

Spend Less time on Implementation

Klir allows utilities to train multiple teams on a single system and manage multiple process in one central software system.

Work With a Single Source of Truth

As your organization grows and its data needs increase, your ability to create and work from a single point of truth will become increasingly important.

The Klir Water Management Platform in Action

In addition to the benefits of Klir’s platform approach, there are also specific areas where Klir allows utilities to manage sampling and water quality outcomes with ease:

1. Powerful Monitoring Plans and Sample Scheduling

Klir unifies monitoring plans and sample scheduling across the utility, and making those functions available across working groups (whether it be compliance, water quality, operations, or treatment facilities).

Klir is a SaaS-based program that can be securely accessed on any device, anywhere, and is designed with an intuitive user interface so that any delegated user in your organization can set up their monitoring plan, select what they want to monitor against, track sampling outcomes against relevant parameters, and provision their plan with a set of recurring tasks.

2. Better Lab Data Processing

Klir currently provides users with numerous ways of entering data into the system, including:

• Manual frontend data entry
• Frontend data import through the import tool
• SCADA import
• SFTP file transfers
• Sample results APIs (future)

Klir is also developing a sampling API that will expand even further on users’ ability to get data into the Klir system easily.

3. Powerful Customization and Automation Functions

With automatic alerts and notifications triggered by sampling processes, Klir allows operators to create custom rules for almost any process or parameter in their water data management system, making it a powerful automation tool.

Klir vs. WaterTrax: Feature-by-Feature

4. It’s Built for Maximum Accessibility

Unlike most legacy water systems, Klir focuses on providing a user-friendly, intuitive and accessible experience that is designed to be used by anyone within the utility, regardless of experience. Klir makes your systems more transparent, not less, making it the clear choice for readability and ease of use out of the box.

5. One Product, One Vision

Klir is unique among competing water management platforms which because it was built as a unified water management solution from the ground up.

This means Klir allows users to avoid the pitfalls commonly associated with legacy software suites—including duplicate data, overlapping processes, multiple licenses, uneven product development, and lack of cross-app integration—while ensuring that your team can be trained and brought onto a single, unified system.

6. Collaboration and Task Management Tools

Klir allows teams to manage all of their tasks in-app, offering an internal chat and reply functionality, user tagging, and commenting, turning the platform into a single channel for collaboration and project management across the organization.

Meanwhile, legacy water management systems often don’t include internal collaboration or communications tools, forcing teams to come up with their own off-platform solutions (usually email).

Whether it’s cross connection control, industrial pretreatment, or sampling, tracking regulatory compliance across the different programs and departments at a water and wastewater utility can be a massive undertaking.

Operators need access to a variety of data points to budget, plan for, and manage these challenges effectively, and many have turned to dedicated compliance tracking software to fill the gap.

While these tools are a step up from spreadsheets and post-it notes of the past, they aren’t perfect. Operators looking for a single tool to manage all aspects of compliance might find some of them outdated or limited in functionality.

Today we’re going to explore these tradeoffs by comparing two separate compliance tracking solutions:

Klir

An all-in-one cloud-based operating system for drinking water & wastewater utilities—and more. Klir’s inspection tools help utilities run more effective backflow, FOG and industrial pretreatment programs while cutting down on administration and record-keeping work.

SwiftComply

A compliance management tool offering backflow prevention, FOG management, and industrial pretreatment solutions.

Klir: A Quick Intro

Launched in 2018, Klir is an all-in-one operating system for drinking water & wastewater that brings your entire team onto one platform, pulling in data from lab reports, LIMS, SCADA & GIS to create a single source of truth for compliance utility-wide. This allows operators to:

Work With Trends

See trends across the entire water system—from sampling, to permitting, inspections & more—and make decisions with clarity and confidence.

Use Automation

Automate manual tasks and data analysis that were once tracked in Excel or Outlook, from scheduling sampling runs, to interpreting sampling results, and generating regulatory reports, eliminating 1+ days of admin work each week.

Receive Alerts

Have peace of mind knowing that Klir’s automatic alerts for MCLs and non-compliance will trigger in case anything ever goes wrong, and feel confident that every sample has been completed on time.

SwiftComply: A Quick Intro

Launched in 2016, SwiftComply began as a tool to help utilities manage FOG programs. In 2019, the company acquired XC2, a specialized backflow program management software vendor, which it began to replace with a newer updated tool called SwiftComply Backflow.

Today SwiftComply offers modules for FOG, backflow, and industrial pretreatment, stormwater, and customer management, building on its strengths in FOG and pretreatment and offering users powerful features like real-time compliance data monitoring.

Klir vs. SwiftComply: Which One Is Right for You?

SwiftComply and Klir have a lot of overlap, but there are four big differences between them that are worth keeping in mind when considering whether they’re the right fit for your operation: scope, collaboration, pricing, and data ownership.

1. One Tool For Everything

SwiftComply might work well if you already use it to manage your cross connection control data, and it might also work if you’re a solo operator looking for a tool dedicated to managing your backflow program alone.

But if you’re looking for a truly all-encompassing tool that plugs into the rest of your operation—including sampling, customer management, resource recovery and more—you might consider using a tool like Klir instead.

Klir’s commitment to building one unified platform for water utility management means it avoids the pitfalls commonly associated with legacy software suites—including duplicate data, overlapping processes, multiple licenses, uneven product development, and lack of cross-app integration—while ensuring that your team can be trained and brought onto a single, unified system.

2. Pricing Tailored For Growth

Another major difference between SwiftComply and Klir is pricing: the former follows a usage-based pricing model, whereas Klir offers personalized pricing based on a utility’s needs.

To most operators new to water data management software, a tool like SwiftComply can seem as good as “free.” There are no flat licensing costs, and if a utility does not upload any data to Swiftcomply, they don’t pay anything.

But while the financial barrier to entry might be low, usage based pricing can also work against you, discouraging use of the tool in general.

Going with a predictable, tailored fee like Klir’s means that you can keep a rapidly growing population’s drinking water safe without the surprise of a massive bill.

Klir focuses on enabling the utility to grow with its city, rather than penalizing it. If you’re keen on software that is as easy to use as it is to budget for, consider Klir.

3. Collaboration

SwiftComply provides users real-time data to monitor compliance. But like other legacy systems, it doesn’t include internal collaboration or communications tools, forcing teams to come up with their own off-platform solutions (usually email).

If you’re looking for a tool that does more than just monitoring, especially project management and other automation-enabled collaboration tasks, you should consider Klir instead.

Klir merges multiple data sources and processes into a single collaborative platform and paves the way for a more proactive, collaborative, and resilient water management program. Directors can independently access every aspect of the water management data—including compliance and sampling–with an easy-to-use executive dash dashboard, freeing-up the time of their subordinates and empowering them to get the data they need in an instant.

Klir allows teams to manage all of their tasks within the app, offering an internal chat and reply functionality, user tagging, and commenting, turning the platform into a single channel for collaboration and project management across the organization.

4. Privacy and Data Ownership

As utilities move more of their data from physical logbooks, spreadsheets and calendars into the digital sphere, who exactly has access to—or even outright owns—that data can become murkier.

One big concern for utilities who work with private inspectors and contractors on functions like  backflow is ownership over inspection data. With SwiftComply, third-party inspectors own the data that they enter into the system. With Klir, the utility has full ownership of inspector data.

Conclusion

Despite SwiftComply’s strengths in cross connection and FOG program management, Klir’s all-encompassing, user-friendly approach to data management makes it the clear winner for utilities looking to manage all of their programs out of one system.

1. Klir’s focus on creating a single source of truth for all of your utility’s programs—from sampling and compliance to industrial pretreatment—provides program managers with the data and confidence they need to make important operational decisions.
2. Klir’s straightforward pricing structure makes it easier to budget and doesn’t penalize users for increased usage.
3. Klir’s focus on project management and in-app communication also makes it the clear choice for utilities and programs looking for a single tool to encompass all aspects of program management.

Operations And Compliance Management For Everyone

Looking for a simple, straightforward compliance tracking tool that you can use straight out of the box? Learn more about how Klir can cut down on administration and recordkeeping work, create new opportunities for collaboration, and provide a level of system-wide visibility unmatched by other water data management systems.

For utilities managing multiple programs like drinking and wastewater, cross connection control, and industrial pretreatment, bringing operational and compliance data from across the organization into one environment can be a big undertaking.

Over the years, numerous engineering, IT consulting, and software companies have developed tools to help utilities manage this process. But while they might be a step up from paper and spreadsheet-based data management, not all operational and compliance management software is created equal.

Today we’re going to explore some of these differences by comparing two platforms:

Klir

An all-in-one cloud-based operating system for water & wastewater utilities. Klir pulls compliance, sampling, reporting and more into an easy to use dashboard, cutting down on administration and record-keeping work while providing a level of organization-wide visibility unmatched by other systems.

SAMS

An operations and compliance management suite from NJBSoft built for managing water, wastewater, industrial pretreatment, backflow, stormwater, air quality and asset management programs.

Klir: A Quick Intro

Until recently, the information that operators and managers at water utilities needed to do their jobs was fragmented, dispersed across numerous systems, incomplete, or otherwise difficult to access.

Launched in 2018, Klir is the first system to bring these disparate functions together into one complete, all-in-one operating system (OS) for water & wastewater utilities.

Instead of relying on a mishmash of different systems and software, Klir brings the entire team onto one platform and pulls in data from lab reports, LIMS, SCADA & GIS to create a single source of truth for sampling activities utility-wide.

This allows operators to:

Work With Trends

See trends across the entire water system—from sampling, to permitting, inspections & more—and make decisions with clarity and confidence.

Use Automation

Automate manual tasks and data analysis that were once tracked in Excel or Outlook, from scheduling sampling runs, to interpreting sampling results, and generating regulatory reports, eliminating 1+ days of admin work each week.

Receive Alerts

Have peace of mind knowing that Klir’s automatic alerts for MCLs and non-compliance will trigger in case anything ever goes wrong, and feel confident that every sample has been completed on time.

SAMS: A Quick Intro

Launched in 2009, NJBSoft’s Sampling and Monitoring System (SAMS) began as an integrated operations and compliance solution for the Civil, Environmental and Municipal Engineering sector.

Today, the company offers seven separate ‘SAMS’ covering different aspects of water utility data management, including:

• Compliance and permit management for drinking and wastewater utilities (SAMS Water and SAMS Wastewater)
• Suites for managing industrial pretreatment (SAMS IPP), cross connection control (SAMS Cross Connection) and stormwater (SAMS Stormwater) programs
• A tool for managing Clean Air Act and other air quality compliance (SAMS Air Quality)
• A new asset management module (SAMS Asset Management)

Klir vs. SAMS: Which One Is Right for You?

While SAMS and Klir might have a lot of overlap, there are three major differences that set the two platforms apart: degree of customizability vs. configurability, how each platform handles data visualization, and collaboration tools. Here’s what each of them means for your utility:

1. Customizability vs. Configurability

Generally speaking, users get the most out of NJBSoft’s SAMS by customizing and changing the tool to fit their specific situation.

Organizations that have substantial IT and computer engineering resources have the ability to make code-level changes to SAMS, which can result in a tool that is closely tailored to a specific utility or department’s data management needs and situation.

Klir’s “click not code” approach to configurability, on the other hand, means that any user can automate processes and manage tasks without the steep learning curve.

While customizable software might offer users a more tailored approach, it’s also more expensive, both from a financial and human resources perspective.

When budgets get tight, the last thing your department needs is to sink thousands of dollars into hiring engineers to customize software you’ve already paid for. Meanwhile, configurable software is cheaper to adapt to your specific needs, and cheaper to maintain.

2. Data Visualization

We can make a similar comparison between the two platforms when it comes to another important function: pulling and synthesizing large amounts of operational and compliance data into easy-to-understand dashboards and reports.

While both platforms offer data visualization, the SAMS platform requires complex, time-consuming queries to pull operational data into dashboards.

Klir’s single-click reporting and dashboard capabilities, on the other hand, are focused on saving time and being as user-friendly as possible. There’s no need for an experienced ‘power user’ to immediately start getting value out of Klir. Powerful out-of-the-box dashboards make data more digestible for everyone, whether you’re a seasoned Klir user or using the platform for the first time.

Pulling data into reports is a similarly painless process. With a single click, operators can generate compliance reports that are instantly ready for submission to state and local regulators.

Overall, Klir’s fully configurable platform offers a simple yet comprehensive solution for all users to set up their dashboards, notifications, and forms, making it easy to visualize important information such as inspection outcomes, compliance status, and sampling results at a glance.

3. Collaboration

SAMS internal collaboration and communications tools are limited, forcing teams to handle most project management work outside of the app. If you’re looking for a tool that prioritizes project management functionality and other automation-enabled collaboration tasks, you should consider Klir instead.

Klir provides a single collaborative platform that paves the way for more proactive, collaborative programs, offering an internal chat and reply functionality, user tagging, and commenting, turning the platform into a single channel for collaboration and project management across the organization.

Conclusion

While SAMS’ operations and compliance management tools might meet the needs of power users with substantial IT and engineering resources, Klir’s out-of-the-box, user-friendly approach makes it the clear favorite for the average program manager.

1. Klir’s focus on configurability cuts down on the substantial time and effort users must invest in customizable platforms like SAMS.
2. Klir’s intuitive, user-friendly interface and query-free dashboard interface makes it the more powerful tool out-of-the-box. Users with little to no experience using the platform can immediately start creating data visualizations and generating reports for regulators.
3. Klir’s focus on project management and in-app communication also makes it the clear choice for utilities and programs looking for a single tool to encompass all aspects of program management.
4. Klir is committed to providing your utility with continued personalized support throughout your entire journey, including a dedicated Klir Customer Success Manager and a comprehensive change management plan to make the transition as seamless as possible.

Operations And Compliance Management For Everyone

Interested in learning how to get configurable dashboards without a computer science degree? Learn more about how Klir can cut down on administration and recordkeeping work, create new opportunities for collaboration, and provide a level of system-wide visibility unmatched by other water data management systems.

Whether it’s pathogens, PFAS, flood, drought, or a host of other factors, successful water management comes with a gauntlet of complex and interlinking challenges—and that list is only growing.

To tackle these issues, water and wastewater managers, operators and engineers need a steady stream of easy to access and up to date information related to planning, compliance, risk, sampling results, and numerous other data points. Enterprise and custom-built industrial automations systems have promised to provide exactly that, but haven’t always delivered.

Most operators today continue to work in water data management environments that are incomplete: crucial data remains siloed and underutilized, plant operators continue to struggle with sub-optimal conditions for planning, and adopting a data-based approach to water management continues to be a challenge.

To explore the tradeoffs and sticking points operators face when approaching these challenges, we’re going to look at two different systems today:

Klir

An all-in-one cloud-based operating system for water & wastewater utilities—and more. Klir’s sampling module focuses on delivering fast and up to date water quality results and analysis, and simplifying scheduling and reporting for water monitoring plans across the utility.

Hach WIMS

A water information management solution developed by the Hach Company to complement the company’s water quality testing instruments and processes.

Klir OS and the Klir Sampling Module: A Quick Intro

Until recently, the information that operators and managers at water utilities needed to do their jobs was fragmented, dispersed across numerous systems, incomplete, or otherwise difficult to access.

Launched in 2018, Klir is the first system to bring these disparate functions together into one complete, all-in-one operating system (OS) for water & wastewater utilities.

Instead of relying on a mishmash of different systems and software, Klir brings the entire team onto one platform and pulls in data from lab reports, LIMS, SCADA & GIS to create a single source of truth for sampling activities utility-wide.

This allows operators to:

Work With Trends

See trends across the entire water system—from sampling, to permitting, inspections & more—and make decisions with clarity and confidence.

Use Automation

Automate manual tasks and data analysis that were once tracked in Excel or Outlook, from scheduling sampling runs, to interpreting sampling results, and generating regulatory reports, eliminating 1+ days of admin work each week.

Receive Alerts

Have peace of mind knowing that Klir’s automatic alerts for MCLs and non-compliance will trigger in case anything ever goes wrong, and feel confident that every sample has been completed on time.

Hach WIMS: A Quick Intro

Hach WIMS allows operators and managers to synthesize and analyze together water quality data using queries, charts and custom analytics. Think of it as a powerful version of Excel, custom-built for water.

Although Hach WIMS has been a mainstay in the water industry, it hasn’t received any major overhauls since it was originally introduced, making it very much a product of its time. While it’s helpful for users focused on managing sampling results & interpreting water quality data, it lacks some of the broader functionalities users have come to expect from newer cloud-based software.

Klir vs. Hach: Which One is Right for You?

There are a few key factors that operators need to keep in mind when choosing a system that is right for them. We’ll break them down for you below and sort them into two sections: one for operators that would be better off choosing Klir, and one for operators who might benefit from sticking to Hach.

Klir is an all-in-one system that captures all data for compliance with regulatory and local limits, and is built to handle:

• Monitoring plan creation & management
• Sample scheduling
• SCADA & LIMS import / review
• Rule validation
• Exceedance warnings
• Reporting
• Task management
• Live data entry for field sampling

Hach WIMS, on the other hand, is meant to support engineers during their daily operations and is built to handle:

• Sampling scheduling
• SCADA & LIMS import / review
• Reporting
• Equipment maintenance support
• Plant operational workflows

Reasons to choose Klir​

1. It’s a Truly Comprehensive System

It used to be that if you wanted a truly comprehensive, all-encompassing view of your organization, you had to wait for an annual report. Klir has changed that by providing operators with a complete view of the organization, allowing them to:

• Know they’re compliant, rather than assume it
• Consult a single dashboard of relevant internal and regulatory compliance when they log-in
• Avoid hunting for information across segments of data in different systems

2. It’s Bulletproof

Cybersecurity is one of the biggest threats for utilities, but these attacks often rely on very boring, unremarkable vulnerabilities. Many are simply the result of over-reliance on outdated software on local devices, or trying to integrate disparate software and systems.

IT leaders within utilities are increasingly setting mandates to reduce the complexity of their stack and are demanding higher security for the applications they choose to keep onboard. Klir provides customers with a little to no integration-required platform that operates with military-grade security.

Klir is cloud-based and can be securely accessed from any device, anywhere, offering your employees and IT managers a safe, secure and bulletproof environment to work in.

3. Maximum Accessibility

Klir focuses on providing a user-friendly, intuitive and accessible experience that is designed to be accessed and used by anyone within the utility, regardless of experience. No need to write queries or build custom dashboards: Klir makes your systems more transparent, rather than less.

Hach and other legacy industrial automation systems are built with the expert user in mind. Intuitive UI, accessibility and readability aren’t a priority in the design of these systems, which means that only water quality experts with advanced analytics knowledge and experience writing queries can get full value out of the system.

4. Built for Focused Collaboration and Task Management

Hach and other legacy systems usually don’t include internal collaboration or communications tools, forcing teams to come up with their own off-platform solutions (usually email).

While Hach focuses primarily on data management and manipulation, Klir allows teams to manage all of their tasks in-app, offering an internal chat and reply functionality, user tagging, and commenting within individual tasks, turning the platform into a single channel for collaboration across the organization.

5. Build Institutional Knowledge Instead of Individual Knowledge

Systems that require specialized expert knowledge often struggle with information ‘siloing’: when one person is out of the office or retires, they often leave a big information gap that can leave work at a standstill.

Klir fixes this problem by offering users a single source of truth that is accessible to everyone in the organization, allowing utilities to be more nimble and responsive.

Reasons Why You Might Choose Hach​

While Klir might be the clear choice for operators and managers looking for an all-in-one solution to all of their water information management needs, you might be better sticking with Hach in the following cases:

1. You Prefer a More Hands-On Approach to Analytics

Klir customers appreciate the simplicity of the tool and the ability it gives them to simply get on with their workday: from task management to automated analytics.

Hach comes with a much more customizable analytics toolbox that involves a lot more up-front work. Building your own dashboard can be a challenge, but once you do, the customizability Hach offers starts to pay off down the road with super-granular insight.

All this is to say, if you’d prefer a system that focuses primarily on data integration and custom analyses on that data, you might prefer Hach.

• Know they’re compliant, rather than assume it
• Consult a single dashboard of relevant internal and regulatory compliance when they log-in
• Avoid hunting for information across segments of data in different systems

2. You're Focused on LIMS Integration and Custom Analytics

Hach is super focused on allowing users to build detailed and robust dashboards that are deeply customizable and data-driven.

If you’re less focused on the overall operations of your facility and are focused on choosing a system that best integrates with your existing laboratory information management system (LIMS) and provides this level of customization, Hach might also fit the bill.

How Klir Can Help

Klir is a single, unified operating system for water, pulling every aspect of wastewater management—including compliance, sampling and more—into an easy to use dashboard. Learn more about how Klir can cut down on administration and record-keeping work, create new opportunities for collaboration, and provide a level of system-wide visibility unmatched by other water data management systems.