Implementation guide

After successfully onboarding to Redox, you're ready to implement integrations with each of your connections. These steps must be completed for every implementation project. Check the labels to see which team is responsible for each step.

1. Sales. Decide who you want to integrate with. Browse through the Redox explorer to find potential connections.
2. Sales. Verify that all contracting is complete with a Business Associate Agreement (BAA) in place with your connection that covers all planned data exchange. This should include a license for your connection's system. Talk with your Redox Account Executive if you need help with this.
3. Sales. Ask your connection if any given site requires a security questionnaire before starting an IT project with them. Also, make sure your connection has all the needed team members to participate in the implementation project. Review our recommended roles and responsibilities for your connection's team.
4. Project manager. Plan ahead with your connection and decide on a target go-live date, as well as any other expected timelines.
5. Project manager. Submit a project request ticket via our Help Desk with the expected kickoff date. We review the tickets twice per week and assign a Redox integration manager to your project. We send back the integration manager's availability so you can schedule the kickoff call. If you're already integrating via Redox, you can also submit a request for a new implementation project by requesting a new connection in the Redox dashboard. Learn how to request a new connection.
6. Project manager. Prepare for and complete the kickoff call with Redox to begin implementing. If you don't complete the kickoff call by the expected date you provided in the project request ticket, the Redox integration manager is unassigned and you must submit a new project request ticket.
7. Implementation team. Complete all testing:
   1. connectivity testing
   2. functional testing
   3. application testing
   4. (optional) user acceptance testing
   5. (optional) production testing
8. Project manager. Establish a go-live date with all integration parties. Depending on the platform support tier you purchased, you may submit a go-live readiness ticket via our Help Desk or your integration manager may do the preparation work on the Redox side.
9. Implementation team. GO LIVE! Depending on the platform support tier you purchased, your integration manager may continue to work with you for one business week after go-live. If you purchased a lower platform support tier, you can submit a production support ticket if you run into any issues.
10. (Optional) Implementation team. Participate in a retrospective with Redox.