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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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William Stender Sr. BUsiness Analyst| Blue Cross Blue Shield of MIchigan Madison Heights, Mi, United States
We have not started this approachyet.
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Cynthia Gibbs PM I| BridgeNet International Riverside, Ca, United States
We haven't started the approach either, however, as I'm watching the course on GenAI, it will factor into how I structure lessons learned and other PM tools.
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Antonio Cabrera Seattle, Washington, United States
I'm not currently employed nor working on personal projects, so I cannot give a useful answer here. I do use CoPilot frequently for enhancing my writing, however.
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ANTHONY OLALEYE IT Project Manager| Timbrel Technical Consulting East Brunswick, Nj, United States
Dec 01, 2023 11:40 AM
Replying to Rami Kaibni
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I don't have a clear cut answer to your question, Claudia. However, I believe it's going to be tough to incorporate AI quickly and it will find resistance in the beginning just like Agile and Agility did but sooner or later it will find its way everywhere.

PMI did two good actionable approaches by creating the PMI AI Assistant and releasing the GenAI Course.

I'd be interested to see what other members of this community have to say about this.
The world of Gen AI is very new to my organization and I believe to others as well.
We are currently experimenting with using it to serve up training information to employees .
If the pilot goes well, then the company will expand its application.
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Dibyanshi Singh United States
Hi Claudia,
Great question! Although comparatively new to Gen AI, I feel it is very important for any organisation to be familiar with the AI service in some sense. For the members too, they would need to adapt to AI, work with it to enhance the quality of their work.
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Ibrahim Dikko Global IT Project Manager| LRS Consulting Houston, United States
Lots of good examples provided. I think the first step is to setup a Governance Team that will establish a governance process for the adoption of AI. The team should include representatives from Data Management, Cybersecurity, Legal, HR and other relevant business functions.
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Peter Walton Enterprise IT Infrastructure Transformation Leader| Peter Walton Consulting Corp Hollywood Beach, FL, United States
I am learning and cant add any value to your question.
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Tomasz Grochowski Managing Partner| Keepspire Poznan, Poland
- We use a very startup-like protocol. This means that we first focused on finding a real-life problem. After that, we experimented and tried to prototype very quickly in short iterations. Next, we gather feedback to prototype again. Currently, models develop and change so quickly that we do not believe in fixed protocols.
- Another element - we compare results from different models (ChatGPT, Gemini, Claude, Llama for text or Midjourney, Dall-e, Stable Diffusion for images)
- Another one - we try to understand the limitations of LLMs to understand how to address them - with better prompt engineering or RAG implementation
- And the recent one: we had an internal discussion about adding an additional ethical layer to the application we built. At the moment, that is just a concept.
- Finally, we focus on the way to build an AI solution with the low code approach and reuse existing components. That gives us a rocket speed.
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Yaravi Cardoze Panama, Panama, Panama
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.
Liked the list and also Marcus post. Very similar approach. I use something very similar, with more deepness on the people´s adoption strategies, as AI/ML projects are not easy to adopt inside organizations, even when there are efforts around explaining, training, re-skill and upskill .... and the north, the value and exec sponsorship are in place..
Ah! and data governance and quality.. easier to say than to determine :)
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Jaya Chidambaram Accenture India
I found some useful guidance in Gartner so sharing it here....
Links to these estimates for each use case are below and include upfront and recurring costs, estimated value potential, sample key performance indicator (KPI) categories impacted as well as sample case studies.
Your AI Ambition
Defend Use Cases
Extend Use Cases
Upend Use Cases
Current vendor pricing models that pass on the high cost of innovation and developing, training and running LLMs may result in a negative ROI for many seemingly high productivity-saving use cases when deployed at scale — even when pricing is subsidized by vendors attempting to gain early market share. Higher costs, which become clearer as the solutions are rolled out at scale, can be due to:
Usage patterns
Deployment models
Accuracy needs
Initial and ongoing model training and inference
Token pricing
GPU pricing
Cloud Infrastructure
Cost optimization techniques as they evolve
Incremental investments in application development, cloud and AI infrastructure
Data management
New talent and skills
New systems to support changes in work and processes
Risk management
Pricing models and techniques that lower costs are already evolving as the market matures. OpenAI, for example, has lowered prices several times and introduced several versions since the launch of ChatGPT in November 2022.
Link to article - https://www.gartner.com/document/5188263?ref=follow-dashboard
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