Defining Your Implementation Phase for Automated Redaction

If you haven’t read part one or part two of this series, “Define Your Automated Redaction Project Scope" or "Defining Your Project Plan for Automated Redaction," read them now.

The Implementation Phase is the third step in proceeding with an automated redaction vendor. If you’re in this phase, you’re close to the go-live for your project.

The first thing that you must do in this phase is collect sample documents. This involves gathering random and targeted sample documents in scope for the redaction project. Once your files and samples are gathered, you must send them to your software vendor.

automated redaction software

After your samples are in the hands of your redaction vendor, it is their responsibility to draft the redaction rules. Any good redaction software vendor has rule writers on their staff to perform such duties. They should outline a detailed Statement of Work that includes fields to redact and the format of the file output. They should be testing redactions through image verification and creating document redaction rules.

When the redaction rules are set in place and run through a series of tests, the project team and technical staff need to install hardware and software. This process involves procuring, installing, and configuring servers to work within the organization. The software is then installed on the client. If this is a cloud-based solution, the process will be a little different.

redaction vendors provide a statement of work

The next step involves the project team and redaction vendor working together to ensure all systems are running. They need to determine the software is catching all redactions and they are performing at maximum accuracy. This involves creating test scenarios with various documents and analyzing the results. The results should be written down or documented in an issue log they can refer to. If the results are not as accurate as they hope, they must resolve the issue. Another important part of this phase is attending vendor training and conducting UAT testing.

example of redacted sample document

Following testiing, an extensive end-user training should be conducted. This entails creating end-user training documents, determining training sessions, location, and equipment needs, delivering end-user training and determining a support plan.

The last part of the puzzle before the go-live stage is creating a go-live checklist. This checklist should identify and document go-live activities, resources and point people to contact should any problems arise. The project manager needs to attend onsite vendor-hosted training. They must be able to understand the process and teach the necessary staff involved in the go-live.

Up next is the go-live phase of rolling out an automated redaction solution for your organization. Don’t miss it! If you’re looking for an automated redaction software but don’t know where to start, contact us to set up a time to chat.


About the Author: Kari Siegenthaler

Kari Siegenthaler is a Marketing Specialist for the Marketing Department at Extract. Kari attained her Bachelor of Arts degree in mass communications and convergent media at the University of Wisconsin – Eau Claire. Wearing the “hat of all trades,” she has an unusual, hybrid ability to write narratives, creatively craft meaningful messages, and design graphically compelling images. Kari is passionate about effective communication and developing strategy plans that allow Extract to succeed and excel way beyond their goals.