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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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Daniel Chapman Senior Business Systems Analyst| The Zebra Austin, Tx, United States
The over-simplified answer is writing a company AI Policy combined with AI user awareness training. One of the largest concerns for companies is data security. They do not want their employees using AI tools that will train on the company's data or worse, the customer's data. Providing fundamental AI training to the company's staff will enable the users, hopefully, to make safer decisions when they use GEN AI.
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Periklis Kydonakis Technology and Transformation Manager| Veraltis Asset Management Athens, I, Greece
Well we are more traditional in our approach regarding the tools we are using in our projects. However we are actively considering the integration of sophisticated tools to improve our workflows in projects and operations so this topic will emerge in the near future.
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Saman Wimaladasa Head of IT| Ferentino Tyre Corporation (PVT) Ltd Ja-Ela, Sri Lanka

Having a value-centric strategy to integrate Generative AI in an organization is much more beneficial than trying to introduce Gen AI in every business process or project management process. In our organization, business process owners are provided with guidelines to analyze and identify opportunities to apply Gen AI tools and technologies with an extreme focus on value delivery. They need to perform the following analysis before planning to apply Gen AI to any process area of the organization:



1. What challenges are we facing today or might face in the future?



2. What value can Gen AI tools bring to finding solutions to identified challenges related to the following aspects?
a) Problem definition and root cause analysis
b) Conceptualizing solutions
c) Solution design
d) Solution implementation
e) Outcome evaluation
f) Benefit realization and value delivery



3. What is the investment required to implement Gen AI tools and technologies to create the above value, and what is the ROI?



4. What are the risks associated with applying Gen AI in the above scenarios?



During the business case preparation for implementing Gen AI, the above questions should be comprehensively addressed. This approach enables finding the right Gen AI tools and technologies and applying them to the right processes at the right time, ensuring maximum value delivery.

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Nichodemus J Manyambo Project Manager| bsp Seattle,Wa, United States
Nov 30, 2023 10:16 AM
Replying to Claudia Alcelay
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Hello Rami, your approach as a consultant could provide us with great cases to build upon a standardized approach to Gen AI data readiness. Although not into this topic yet, if some ideas come to your mind where you think Gen AI could play a role in your profession, please share. :-)
Hello Claudia, Good question and it came to my attention. Most of these language models which most organizations will tailor based on context can be beneficial insights in decision-making, i think there is no time to question them as they have already been shown to increase productivity in various industries and they have a variety of data sources in them that can help in cost-Benefit analysis, Creating schedules, and a bunch of analysis. However, these outputs are not complete until they are analyzed and refined.
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Fernando Valencia Program Manager| Littelfuse
Dec 02, 2023 8:50 AM
Replying to Markus Kopko
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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
Great input Markus, assessing the readiness of Gen AI in our companies is crucial. We also need to land our stakeholders expectations according to which model we decided to go with. In the end we all want to maximize the use of Gen AI and bring the most benefit to our processes and customers with a realistic approach.
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Anonymous
For security reasons my company has not started using Gen AI yet, so no provisions have been made.
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Ahmed Rezika Consultant| SimpleWays.Life Antalya, Türkiye
Feb 29, 2024 4:19 PM
Replying to Claudia Alcelay
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Thank you for sharing Amir, I am recently exploring the importance of mindset and the impact of the degree of readiness that a company has, their core values, culture… to shift towards data driven decisions.
Mentioning mindset here is brilliant. Introducing, adopting, planning or whatever stage we are at in relation to using or implementing GenAI solution would be a waste of effort if the project team and the end users were not aligned to the GenAI Implementation and usage mindsets. It is a relatively new topic that won't run subconsciously. The factor of "We used to do it this way" is out of the equation. Thanks all for those great insights.
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Jose Colon Project Manager| PGT Solutions Orlando, United States
I am just beginning the journey into AI on behalf of our company by learning through webinars, online courses, blogs, and, more critically, by playing with the tools offline. I recently began integrating GPT4-o in my job to simplify the evaluation of solicitation documents, such as RFPs, PWSs, and SOWs. I extract the contractor tasks and requirements, and then I ask GPT to match them against our company's capabilities and services to make a Go/No-go decision before investing too much time. The second trial integrating GPT is for recruiting. I download applicant resumes and ask GPT to match the job description requirements and responsibilities against the applicant's resume. This is more than keyword searches since GPT can infer matches based on skills, experiences, and education narratives.
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Jose Vazquez Frisco, Tx, United States
I have been using ChatGPT to create formated responses for business needs, it has been a learning curve but so far I am exicited to see all the possiblities this new technology will bring.
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Bruce Schwickrath PMI AZ Director of Mentorship Program| (retired) Mesa, Az, United States
We do a lesson learned session after we use our AI system to ensure the system provided the best solution and what improvement are needed.
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