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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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SHYAMAL GHOSH Project Manager-Automation| NOKIA Kolkata, West Bengal, India
Data should be qualitative, structured and used RAG concepts for prompt feedback compared to fine tuning method. Model preparation is time consuming and precise, accurate with large data inputs for correct outputs due to proper trained inputs.
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1 reply by Claudia Alcelay
Mar 05, 2024 11:07 AM
Claudia Alcelay
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Thank you Shyamal, I like it when you say data should be qualitative, which I infer should not be easy to structure. Could you please give us an example of this kind of information so that we can learn how to transform qualitative into structured?
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Saguna Khare Lead Application Architect| Humana Atlanta, GA, United States
Due to confidentiality concerns in Healthcare industry we haven't started using AI models yet/
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2 replies by Ariel Josue Agüero Cervantes and Claudia Alcelay
Mar 02, 2024 2:08 PM
Ariel Josue Agüero Cervantes
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Yes, that´s true, and at least in my organization, we are at the same time thinking a little bit about how we can take benefits from what is going on with AI, but it is not a secret that medical companies have a lot of information that they are responsible for about what to share and what not.
Mar 05, 2024 11:09 AM
Claudia Alcelay
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Good point Saguna. Have you thought about developing models with a no-code, low-code approach? It could give you the privacy required internally.
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Jonas Nikwigize,PMP, PMI-RMP Streetcar Operator| Toronto Transit Commission(TTC) - Toronto, ON
Dec 05, 2023 1:56 AM
Replying to Zohaib Qadir
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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.
Thank You, Zohaib for sharing the insightful checklist with us!
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Zahra Seifi MSc Project Manager| Cardiff Metropolitan Universiry Cardiff, United Kingdom
Dec 05, 2023 1:56 AM
Replying to Zohaib Qadir
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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 for the informative and to-the-point factors that you shared.
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Peter Matassa President| Techknowledgy Inc Dover, Fl, United States
I would say, consider where your organization is at terms of the AI Implementation Levels and adjust your initial implementation to the needs of your organization, then evolve to more sophisticated models as your organization becomes more comfortable with AI implementation, The AI Implementation Levels are:
0) No AI integration with decision making being totally done by human beings
1) Basic Automation - think MS Office augmenting project management
2) AI Systems actively automate decision making - think using tools that employ auto-schedulers
3) Ai Systems are given partial autonomy of decision making - think employing MS Project Server or a similar application to implement scheduling and tracking
4) Conditional Autonomy - think of a PM application that can actually make scheduling and resource allocations as needed to the project and produce reports that humans can evaluate and intervene if necessary - The technology is here, but not sure many managers are comfortable implementing right now
5) Complete Autonomy - AI controls Portfolio management and selects project based on the Organizations strategic goals, then manages the projects as noted in level 4

Obviously, any organization that is serious about employing AI should be at Level, 3 or higher. Zohaib has done an excellent job of noting considerations once you determine:
1) Where you're at, and
2) Where you want to go

The bottom line is the real job is determining what problem you're trying to resolve; humans are excellent problem solvers once they determine the real issue they want to resolve. This disruptive technology is at 'critical mass' for very fast improvement, I would say be very judicious in determining what you want and be slow in committing to one solution as I suspect there will be many new products coming out in the next couple years. Let the inevitable 'shake out' occur before you commit serious capital investments, but at the same time, get comfortable with the technology and implement at a pace that meets your organizations strategic goals.
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Harmeet Kapoor Mohali, Pb, India
the importance of a structured and strategic approach to integrating Generative AI (GenAI) into various industries like construction and project management will certainly help in predictive analytics, computer vision, generative design, and improved efficiency and safety through autonomous equipment and smart project management. The necessity of readiness assessments to include infrastructure evaluation, data management, skills development, legal compliance, and stakeholder engagement surely depends upon feedback mechanisms for smooth integration. I also acknowledge the importance of ethical considerations, security, and continuous improvement. A collective recognition of GenAI's potential to transform industries, while also acknowledging the challenges of adoption, including the need for clear objectives, readiness assessment, and the careful selection of technology, is the need of the hour. A cautious yet optimistic approach to adopting GenAI, advocating for incremental implementation based on an organization's readiness and strategic objectives, and the anticipation of rapid advancements in AI technologies is what we are likely to witness in the near future.
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Cynthia Simien Data Control Specialist II| Dekalb County School District Lithonia, Ga, United States
Claudia,

We are not using GenAI at this time but I am trying to learn as much as I can so when we get to that point I will be able to help the team.
Cynthia
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1 reply by Morgyn Morris
Feb 29, 2024 9:36 PM
Morgyn Morris
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This is exactly where I am at!
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Claudia Alcelay
PMI Team Member
Learning & Innovation Research Manager| Project Management Institute (PMI) Spain
Feb 27, 2024 8:20 PM
Replying to Moses Singh M.B.A., P.E., P.M.P.
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We have been using GEN AI in my MBA courses. It has helped us to gain deeper understanding of business needs and offer great discussions.
Thank you Moses, Chat GPT for example, fosters creativity which applied in a business needs context can be a great source of discussion.
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Claudia Alcelay
PMI Team Member
Learning & Innovation Research Manager| Project Management Institute (PMI) Spain
Feb 27, 2024 8:22 PM
Replying to anonymous
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I am learning to use AI in my current project. I have been using it in risk management. But I am overwhelmed with all the information available at the moment, so I must select very well the information sources.
I understand you very well. A good starting point for a project manager is the Gen AI overview course by the PMI, or our recent one focused on understanding data in project management.
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Claudia Alcelay
PMI Team Member
Learning & Innovation Research Manager| Project Management Institute (PMI) Spain
Feb 28, 2024 4:30 AM
Replying to AMIR BAHARVANDI
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Dear Claudia, that's the $64000 question.
As a construction project manager, I believe it is crucial to embrace technology and leverage its benefits to enhance project workflows. When it comes to working with Generative AI data, it is essential to have a systematic approach in place to assess readiness and ensure a smooth integration into project workflows.



To assess data readiness, the checklist may include questions such as:


Do we have a sufficient volume of high-quality data available for training the Generative AI model?
Is the data diverse and representative of the project characteristics?
Have we addressed any privacy or legal concerns associated with the data collection process?
Is the data properly labeled and organized for effective use by the Generative AI algorithms?

In terms of team readiness, the checklist could include questions like:


Do team members have the necessary knowledge and skills to work with Generative AI data?
Have we provided adequate training or resources to upskill the team in understanding and utilizing Generative AI effectively?
Are team members aware of the potential benefits and limitations of Generative AI in the context of our specific project?

Furthermore, it is crucial to evaluate the readiness of the infrastructure and tools required for integrating Generative AI into workflows. My questions are:


Do we have the necessary computational resources to handle the computational demands of Generative AI algorithms?
Have we identified suitable software platforms or tools that support Generative AI and integrate well with our existing systems?
Have we conducted any necessary tests or pilots to ensure compatibility and performance?

If we can answer these questions accurately, by utilizing such checklists and protocols, I think we can systematically assess our readiness for working with Generative AI data.



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.
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1 reply by Ahmed Rezika
Jun 20, 2024 10:26 AM
Ahmed Rezika
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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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