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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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SANJEET TERI
Community Champion
Consultant| Timely Nexus Project LLP Greater NOIDA, Uttar Pradesh, India
Hi Claudia,

We have started producing Meeting notes, action items and executive summaries using AI. I have started learning how to capture PMO related data points across all projects to ensure benefit to PMO
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Deodat Kalungwana Project Management| Tamau Construction Ltd Dar-es-salaam, 2, Tanzania, United Republic Of
Chatgpt, In my organization, we use Gen AI Readiness checklist for any potential opportunity which is quite useful in terms of qualification and resourceful.
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Aditi Sengupta Pasco, WA, United States
I use a licensed version of Co-Pilot at work and can choose whether I interact with work or web environment. I always stay in the secure work environment. I also make sure to not use materials in business-sensitive/restricted documents.
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Christine Lee Project Management| Eaton LOUISVILLE, CO, United States
Dec 01, 2023 7:41 AM
Replying to Claudia Alcelay
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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?
The list is very detailed. It is an excellent guideline for companies when implementing AI. Can you provide examples of metrics to help measure AI's effectiveness?
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Ashok Guru PLM Manager| Sconce Solutions USA Inc. Atlanta, Ga, United States
Hello Claudia,

As a consultant I have only used AI one time and that was to map data from a source system to a target system for a data migration project. The application itself is a lot of python code, but GenAI helped in formatting the data to support the tool. The GenAI used here was a SAAS enterprise AI solution.

Cannot share documentation on this as it is proprietary.

But, in stating that I am moving into a leadership role which does involve managing a lot of product data. So, I look forward to learning a lot from this discussion and also sharing more on potential GenAI integrations.

Best Regards,

Ashok Guru
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Calvin Lawrence London, Ontario, Canada
We're taking baby steps and evaluating based on data privacy concerns relevant to various community and government partners...can't be more specific.
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Anonymous
We have not started implementing this yet but given the scope and comments from others, we expect to start using this soon.
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Joao (John) Henrique Freitas Andrade Project Manager| ExSteel Building Components Ontario, Canada
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.
This checklist is excellent—thanks for sharing. Since we’re still early in our AI journey and don’t have a formal policy yet, I’d suggest we start small: maybe identify a pilot use case tied to a current workflow, and at the same time, draft a basic internal guideline around safe AI use (data types, tool approval, etc.). We’ll also need cross-functional input from IT, HR, and Legal, so we align early and avoid blockers. I believe we can find some quick wins, like automation of low-risk tasks, that show real value and build momentum.
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Joseph Carroll Superior, CO, United States
Thanks and yes,
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Oluwafemi Osoba Lagos, Nigeria, Nigeria
Feb 23, 2024 4:09 PM
Replying to Claudia Alcelay
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Happy to hear about our course. Which barriers did you see in the Gen AI aquisition process?
For many organisations, the cost of acquiring in-house GPTs or LLMs to guarantee confidentiality of proprietary information will remain a huge factor when considering adopting AI to help with organisational development.
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