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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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Jorge Romero Electronic Engineering Specialist| Celec EP. Celec Sur Cuenca, Azuay, Ecuador
We have not yet implemented any of these AI tools in our projects, I hope that in the very near future we can use them and take advantage of all their benefits.
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SHARAT CHANDRA M B Technical Specialist| NOKIA CORPORATION INDIA LTD Bengaluru, Karnataka, India

Hi Claudia,



Thank you for the question.



We have started using and deploying Customized Saas based Gen-AI products for our customers, with specific Data Modeling. Currently in-house usage of GenAI in Project Management is in the early stages, we are learning and no specific Models made available as yet, but work-in-progress.



This sessions have invoked a quest to learn and be prepared for adaptations of GenAI based models into Project management activities.

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Jorge Sarmiento Lima, Lima, Peru
Hello Claudia, I thank you for your question. We have not yet utilized any specific checklist. What I realized is that wrangling the data is the most difficult challenge. Big companies have the resources to develop the data pipelines to feed the models. So I am wondering which tools we could use to wrangle and integrate the data from a practitioner standpoint. I understand the importance of data governance and other components but not enough if data wrangling is not done. Is there any AI platform development you may suggest or approach for data wrangling? Thanks.
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Tosin Ibikunle Mr| Union Bank of Nigeria Lekki, La, Nigeria
Not quite. Curious to learn from others.
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Tosin Ibikunle Mr| Union Bank of Nigeria Lekki, La, Nigeria
Dec 02, 2023 8:50 AM
Replying to Markus Kopko
...
Dear Claudia,

Specific checklists and protocols can be beneficial to assess readiness for working with Generative AI (GenAI) data within a project or organizational context. These tools help ensure all necessary factors are considered and addressed before integrating GenAI into your workflows. Here’s a structured approach:

GenAI Readiness Assessment Checklist:
Infrastructure Readiness:

Evaluate existing IT infrastructure for compatibility with GenAI requirements.
Ensure adequate computing power and storage capacity.
Assess network capabilities for handling GenAI data processing.
Data Management:

Inventory available data sources relevant to GenAI applications.
Assess the quality, volume, and variety of data.
Establish data governance policies, including data privacy and security measures.
Skills and Knowledge:

Evaluate the team’s current understanding of GenAI.
Identify skill gaps and plan for training or hiring.
Ensure access to GenAI expertise, either internally or through external partnerships.
Legal and Compliance:

Review data usage and GenAI applications for compliance with laws (e.g., GDPR, CCPA).
Assess ethical considerations related to GenAI use.
Technology and Tools:

Identify and evaluate GenAI tools and platforms suitable for your needs.
Ensure compatibility of these tools with existing systems.
Risk Assessment:

Identify potential risks associated with GenAI implementation.
Develop strategies for risk mitigation.
Stakeholder Engagement:

Engage with key stakeholders to understand their expectations and concerns.
Develop a communication plan for GenAI integration.
Pilot Testing:

Plan for pilot projects to test GenAI integration.
Define success criteria for pilot projects.
Feedback and Improvement Mechanisms:

Establish processes for ongoing feedback on GenAI use.
Plan for regular reviews and updates of GenAI strategies.
Protocols for GenAI Integration:
Project Initiation Protocol:

Define objectives and scope for GenAI application in specific projects.
Conduct initial stakeholder meetings to align goals and expectations.
Data Preparation Protocol:

Standard procedures for data cleaning, labeling, and preprocessing.
Protocols for data security and privacy during GenAI handling.
Training and Development Protocol:

Guidelines for training team members on GenAI tools and concepts.
Schedule for ongoing learning and development.
Quality Assurance Protocol:

Steps for validating and testing GenAI outputs.
Regular audits to ensure quality and accuracy.
Change Management Protocol:

Guidelines for managing the transition to GenAI-enhanced processes.
Support structures for team members adapting to new tools and workflows.

Conclusion:
Implementing these checklists and protocols provides a structured framework to assess and prepare for the integration of GenAI. It’s essential to approach this process methodically, ensuring that infrastructure, data, skills, and compliance are thoroughly addressed. Regular reviews and updates to these protocols are also crucial as GenAI technology and its applications continue to evolve.

BR,

Markus
Thanks
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Santosh Patnaik Supervisor-II| Labcorp Drug Development Bangalore South, Ka, India
Dear Claudia,

Following are some checklists in my mind. Pharma industry currently focusing on Gen Ai. these checklists are helpful for us.
1. Project Goals: Clearly outline the objectives and desired outcomes of the generative AI model so it can identify the types of data needed to train the model .
2. Cross-Company Alignment: Ensure that all relevant stakeholders are aligned on the use of generative AI and understand its implications .
3. Expected Use Cases: Identify the specific use cases where generative AI can add value.
4. Data Management Flexibility: Assess whether the data management systems and processes are flexible enough to accommodate the needs of generative AI .
5. Data Integration Challenges: Identify potential challenges in integrating data from various sources and ensure that these can be effectively addressed .
6. Compliance with Privacy Regulations: Ensure that this use of generative AI complies with all relevant privacy regulations.
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Dean Cornstubble Project Manager| Enthalpy Analytical Durham, Nc, United States
We have not embarked on this adventure until just recently when we hired our new VP of our PMO. I have been tasked to investigate utilizing AI in automating our processes, procedures, and project management across all projects. Being that we are in are infancy with this, I'll have more to share in the future.
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Jide Eyitayo Cyber Strategist PM| Cyphile Ny, United States
Many thanks
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Darryl Nequetela Senior Advisor| Banco Nacional De Angola Luanda, LUA, Angola
"Absolutely, preparing for the integration of Generative AI into project workflows requires a strategic approach. In our organization, we've developed a checklist that includes a thorough evaluation of our data infrastructure to ensure privacy and compliance standards are met. We also prioritize staff training, focusing on understanding AI capabilities and limitations to leverage its strengths responsibly. Furthermore, we assess our existing tools and processes to identify areas where GenAI can offer the most significant value-add, followed by a pilot project to measure impact and iterate on our approach. Open communication and setting realistic expectations have been key in facilitating a smooth transition to adopting GenAI technologies."
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Jorge Perez Esteva Site Director| Call Center SalesPro Mérida, Yucatán, Mexico

As a company, we haven't come up with a checklist for generative AI implementation. But, I believe we should follow this path:



1. Defining what areas of the company are more suitable to implement GenAI
2. Identifying which processes could be subject to AI improvement
3. Determining the resources needed to implement the AI solution
4. Design an implementation plan with timelines, deadlines and milestones
5. Execute the plan and monitor the execution

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