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Ready, Set, Gen AI! Share Your Checklists and Protocols for Successful Integration

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Claudia Alcelay
PMI Team Member
Learning & Innovation Research Manager| Project Management Institute (PMI) Spain
Are you utilizing any specific checklists or protocols within your projects or company to assess your readiness for working with Generative AI data? I'm curious to know what strategies or tools you've implemented to prepare for integrating Gen AI into your workflows. Please share your approaches in the comments below!
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Oluwaseye James Dairo OES Energy Services Limited Oshodi-Isolo, LA, Nigeria

HI Claudia,

Although I have not thought about this, but from research below is my findings

Readiness Checklist for Deploying Generative AI in Oil‑&‑Gas Rig Operations

1. Data Foundation

- Identify all relevant data sources (sensor logs, drilling reports, maintenance records, weather feeds, etc.).

- Confirm that data is captured at the required frequency and granularity for the AI task.

- Assess data quality: completeness, accuracy, consistency, and timeliness.

- Ensure data is labeled or can be annotated for the specific generative tasks (e.g., synthetic sensor streams, equipment failure narratives).

- Establish data‑ownership and access controls; document any regulatory or contractual restrictions.

2. Technical Infrastructure

- Verify that the rig has reliable, low‑latency connectivity (satellite, 5G, edge network) to transmit or cache data.

- Check availability of compute resources: edge devices for inference, cloud or hybrid environment for training, and sufficient storage for large model checkpoints.

- Validate that the environment supports the chosen generative AI frameworks (e.g., TensorFlow, PyTorch, diffusion models) and any required GPU/accelerator hardware.

- Implement monitoring for latency, bandwidth usage, and hardware health.

3. Domain Expertise & Team Composition

- Include rig‑floor engineers, drilling supervisors, and safety officers who understand operational context.

- Have data scientists or AI engineers experienced with generative models and time‑series data.

- Appoint a “AI liaison” who translates technical outputs into actionable recommendations for crews.

- Document standard operating procedures (SOPs) that incorporate AI‑generated insights.

4. Model Governance

- Define clear objectives: what the generative model should produce (e.g., synthetic well‑log data, maintenance narratives).

- Establish validation metrics (fidelity, realism, bias, safety impact).

- Conduct rigorous testing: sandbox simulations, back‑testing against historical events, and red‑team safety reviews.

- Version‑control models and data pipelines; maintain an audit trail for compliance.

5. Security & Compliance

- Encrypt data in transit and at rest; enforce role‑based access.

- Assess compliance with industry standards (API 1164, ISO 27001, GDPR/CCPA where applicable).

- Implement anomaly detection on model inputs/outputs to guard against adversarial manipulation.

- Prepare incident‑response procedures for AI‑related failures or data breaches.

6. Operational Processes

- Integrate AI outputs into existing workflow tools (e.g., SCADA, maintenance management systems).

- Set up alerts and escalation paths for AI‑generated recommendations that require human approval.

- Define KPIs to measure the impact of AI on rig performance (downtime reduction, cost savings, safety incidents).

- Document fallback procedures if AI services become unavailable (manual overrides, backup models).

7. Change Management & Training

- Provide hands‑on training for rig crews on interpreting AI insights and using the interface.

- Communicate benefits and limitations to all stakeholders to build trust.

- Establish a feedback loop where operators can report model errors or unrealistic outputs.

8. Pilot & Scaling

- Start with a limited‑scope pilot (single rig, specific use case).

- Collect quantitative results and qualitative feedback; refine data pipelines, model architecture, and SOPs.

- Gradually expand to additional rigs or broader generative tasks (e.g., scenario planning, training simulators).

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Marlon Lowe Deputy CEO/Deputy CEO - Border Protection| Jamaica Customs Agency Spanish Town, Jamaica W. I., Jamaica
Dec 01, 2023 7:41 AM
Replying to Claudia Alcelay
...
Thank you for sharing, Rami. This is an interesting approach that shows a 360 view of what AI can do for the profession. For me, the challenge is how we start making actionable approaches to these concepts (this is the reason for this thread :-). After exploring Copilot and other AI assistants it seems that they are already integrating aspects of predictive analytics, communication, generative design... improving our daily tasks and leading imperceptibly towards a complete transformation of the way we understand work. Which are your thoughts?

Yes, I agree, Copilot is already incorporating many AI features to assist with many different tasks.

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Marlon Lowe Deputy CEO/Deputy CEO - Border Protection| Jamaica Customs Agency Spanish Town, Jamaica W. I., Jamaica
Dec 01, 2023 7:41 AM
Replying to Claudia Alcelay
...
Thank you for sharing, Rami. This is an interesting approach that shows a 360 view of what AI can do for the profession. For me, the challenge is how we start making actionable approaches to these concepts (this is the reason for this thread :-). After exploring Copilot and other AI assistants it seems that they are already integrating aspects of predictive analytics, communication, generative design... improving our daily tasks and leading imperceptibly towards a complete transformation of the way we understand work. Which are your thoughts?

Yes, I agree, Copilot is already incorporating many AI features to assist with many different tasks.

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Ogechi Umez-Eronini Lake Mary, FL, USA
In our math instruction, we use a checklist to ensure Gen AI tools align with curriculum standards, support student learning goals, and maintain data privacy. This helps integrate AI responsibly into lessons and assignments."
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Arthur Schifflin Gainesville, Va, United States

span style="color: black;"I haven't participated in our company's LLM testing and am unaware of any checklists they may have created./span

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Jaeyong Kim CSI Program Manager| Ericsson Seoul, South Korea

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Jackie Serio Liberty Hill, Tx, United States

At my organization, we have started our AI journey using a Proof of Concept to demonstrate how some key business areas/processes can benefit from AI>

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Jackie Serio Liberty Hill, Tx, United States

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Luis Gustavo Pederassi Project Manager | Naval Architect & Marine Engineer| Petrobas Transpetro Rj, Brazil

Great question, Claudia.

I think having an approach like that (having a checklist or even a framework) could make things easier in a corporate environment because it can set clear milestones across diverse teams (which may have different levels of AI literacy) and help prepare them for change.

All the best

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