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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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Jaideep Tandan New delhi, DL, India
I would not call myself new to the Gen AI concept but going by my experience I've been wondering how this could be applied in my projects. Also, there is a reluctance especially by Corporates here in India where they dont like to jump into trying new things, though things are changing now here These are some really interesting ideas as shared by Rami. What needs to be seen is how we can implement these ideas, By the way only recently I used a Accounting GPT for finding IRR for one of my projects, though I had to finetune a bit!
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Matteo Zanoletti PM II| Persico Spa Clusone, Bergamo, Italy
We will develop some GenAI, but before we have to finish to set our enterprise software to have all the data available.
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Matteo Zanoletti PM II| Persico Spa Clusone, Bergamo, Italy
We will develop some GenAI, but before we have to finish to set our enterprise software to have all the data available.
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Anonymous
No he tenido la oportunidad de utilizar estas herramientas.
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ZULHAIMI SABRAN Cyberjaya, Selangor, Malaysia
What is the best approach to setting up AI for financial institution. At the same time, we are concerning the data confidentiality
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Jose Manuel Marrero de los Santos PMP| INTEGRADOC BPM Montevideo, Montevideo, Uruguay
I work in IT, specifically in BPM software development, and we're implementing the creation of new process forms using natural language processing with GenAI. This is a significant benefit to our clients, as they can effortlessly translate their requirements into a format that enables them to define all the necessary data to manage the described information process
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Vinayak Kamble Sr. Project & Cost Engineer| IBN Technologies Limited Pune, India
It good to help to analysis large data easily.
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MD. SHAHIDUL ALAM Bangladesh
Now I work as a consultant. It surely enriches my knowledge. I shall try to implement Gen AI to my company.
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Balamanikandan Maheswaran Bangalore, KA, India
Dec 05, 2023 1:56 AM
Replying to Zohaib Qadir
...
Dear Claudia

Here's a checklist to help guide the integration of AI successfully:

Define Clear Objectives:

Clearly outline the objectives you want to achieve with AI integration.
Align AI goals with overall business and project objectives.
Understand Stakeholder Needs:

Identify and involve key stakeholders in the AI integration process.
Understand their needs, concerns, and expectations related to AI.
Assess Readiness and Capacity:

Evaluate the organization's readiness for AI adoption.
Assess the available technical infrastructure and the capacity for handling AI technologies.
Data Governance and Quality:

Establish robust data governance policies.
Ensure data quality and integrity for accurate AI model training.
Security and Compliance:

Address security concerns related to AI systems.
Ensure compliance with relevant regulations and standards.
Talent Acquisition and Training:

Identify the need for new skills and talents.
Invest in training programs for existing staff to adapt to AI technologies.
Start with a Pilot Project:

Initiate AI integration with a small, manageable pilot project.
Use the pilot project to identify challenges and refine the integration strategy.
Choose Appropriate AI Models:

Select AI models that align with project goals.
Consider factors such as machine learning algorithms, deep learning, or natural language processing based on project requirements.
Ethical Considerations:

Establish ethical guidelines for AI use.
Address biases and fairness concerns in AI algorithms.
Monitoring and Evaluation:

Implement robust monitoring mechanisms for AI performance.
Regularly evaluate the impact of AI on project objectives.
User Training and Acceptance:

Provide adequate training to end-users interacting with AI systems.
Foster a culture of acceptance and collaboration between AI and human teams.
Scalability and Future Planning:

Design AI integration with scalability in mind.
Develop a roadmap for future AI enhancements and technologies.
Continuous Improvement:

Regularly update AI models to improve accuracy and efficiency.
Stay informed about advancements in AI technologies.
Communication Plan:

Develop a communication plan to keep stakeholders informed.
Clearly communicate the benefits and impacts of AI integration.
Contingency Planning:

Develop contingency plans for potential AI failures or issues.
Establish protocols for addressing unexpected challenges.
Thanks
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Maureen Voss Director, Financial Reporting| University of Regina Regina, Saskatchewan, Canada
I have mostly used ChatGPT in my role as an accountant, but not much yet in my role as Project Manager. I don't have checklists, and my organization is just getting into AI policy creation. I used PMI Infinity more for a person event planning project. I loved its resourcefulness.
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