Defining Your Project Scope for Automated Redaction

Defining your organization's project scope for an automated redaction project

Not sure where to start when it comes to implementing automated redaction for your business? Get our free redaction project scope checklist

Build a solid foundation for a successful automated redaction project by following the best practice tips for defining your project scope.

Drafting your project definition

Your project definition is an important place to start when determining what your project scope is. Figuring out a goal will allow everyone to be on the same page prior to the project’s kickoff.

You must identify business processes impacted by the redaction effort based on the defined project scope. What workflows may be temporarily interrupted? What business processes may either need to be put on hold or done differently until the project is complete?

Defining your project budget

After figuring out your project scope and goal, you need to create a budget for your project. This budget could include any outside funding you may receive for implementing new technology into your business practices, as well as the resource needs required for implementation. You may need to consider hiring more people onto the team temporarily until the project is complete or – getting people from another team on board to help.

Determining your project governance structure

Once you’ve determined your budget, or an estimation of what you think your budget may be, the next step would be determining your project governance structure. Does your company or organization have any policies in place you must follow? Would these policies effect the project scope you have defined? Have you solidified your budget and resource decisions? During this process, it’s important to review the state statures and requirements for agency redaction. There are certain responsibilities specific to each state and the way redaction is monitored and performed.

It’s also very important to determine the type of documents that are going to be included in the redaction project. Redaction fields on different document types must be outlined to have a smooth processin the future. If you require historical and day forward document redaction, there may be a different set of fields to redact on these groups of documents. Considering where the original files will be kept and where the redacted copies will live is also something you must contemplate.

Securing project funding

To move forward with any redaction project, you must be sure you’ve obtained and secured project approval from all necessary parties, and funding to support your project. A written-out strategy outlining one-time funding costs and ongoing cost difference will be necessary.

Stay tuned for the second post of this series: “Planning for a Redaction Project” or download our free project scope checklist now. 


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.