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Topics: Artificial Intelligence
Gen AI: What tools and resources do you find indispensable for enhancing your capabilities?
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Claudia Alcelay
PMI Team Member
Product Manager AI| Project Management Institute (PMI) Spain
I'm keen to delve into your tools for working with Generative AI data. What tools and resources do you find indispensable?

From purchasing synthetic data to the apps you use for deploying and fine-tuning AI models, how do you manage your data cleaning processes?

Which charting and visualization tools do you prefer for data representation?

Your recommendations are a treasure trove of insights for those of us looking to enhance our Gen AI capabilities!
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Hakam Madi Independent Consultant Amman, Jo, Jordan
Hello Claudia,

I've been experimenting with Perplexity in my AI data, but I can't fully recommend it yet since my experiments are incomplete. However, so far, I like it.

As for charting and visualization tools, if you're building a webpage (internally or externally), I recommend using eCharts and DataWrapper. They're both free and easily accessible at the following links:

https://www.datawrapper.de/charts
https://echarts.apache.org/examples/en/index.html

If you prefer connecting your data to a data analytics solution, the best advanced-solution is Google Data Studio (Looker Studio). It's free to use and there are plenty of resources available to help you learn how to use it seamlessly.
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9 replies by Abdur Rehman, Angel Romero, Louis Blais, Mónica Rojas Acuña, Nilesh Mahajan, Noor Abdulfattah, Salah Harati, Shakeel Anwar Bhatti, and anonymous
Mar 10, 2024 6:53 AM
Shakeel Anwar Bhatti
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Thanks for sharing your experience - great help.
May 12, 2024 3:21 PM
anonymous
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As a beginner user of AI, I have not yet got up the level of understanding to grabble with matters presented.
Jun 23, 2024 1:08 AM
Abdur Rehman
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Very interesting, sharing with my students!
Jul 27, 2024 8:01 PM
Noor Abdulfattah
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Thanks for sharing these tools, Hakam. I'll use them in my work!

Aug 22, 2024 10:31 AM
Mónica Rojas Acuña
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It is an indispensable tool to have access to the organization’s database to be able to generate different reports. Data cleaning will depend on the needs of the solution. I use pivot tables and Power BI.
Sep 20, 2024 5:08 PM
Salah Harati
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Thank you so much for sharing your experience and the suggested links. I came across this while taking the PMI AIGen course.
Sep 23, 2024 12:45 PM
Angel Romero
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Thank you for recommending eCharts for charting and DataWrapper visualization tools, if we are building a webpage, internally or externally.
Dec 14, 2024 10:19 AM
Nilesh Mahajan
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Thank you for sharing the links.
Jan 18, 2025 2:51 PM
Louis Blais
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I have tried other gen AI tools, but ChatGPT continues to be my go-to as it seems to be the easiest to use, and the easiest with which to interpret genAI-generated responses.
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Claudia Alcelay
PMI Team Member
Product Manager AI| Project Management Institute (PMI) Spain
Thank you, Hakan, really interesting answer.

Presenting data is going to be one of the skills of project managers. Since we are going to gather such an amount of AI-generated data we need more than ever to understand the audience, choose the right chart type, and be time concerned.

https://www.datawrapper.de/charts is easy to understand and the good thing is that it even lets you explore the tool with some preuploaded data. Concepts like purchasing data, cleaning, and presenting it seem to be part of our everyday decisions as project managers. A good starting tool.

Looker Studio gives us the chance to connect to our Google Analytics accounts which could be convenient especially if we have already started gathering traffic data, and usage data... with G. Annalytics. If we don't mind sharing our data this could be a nice way to integrate it with a powerful tool. Everything is in the same Google environment.

Have you seen Google’s AI note-taking app NotebookLM? Although only available to U.S. users, it seems quite promising for project managers, it is presented as "the expert in the information you need for your projects, capable of answering questions based on the supplied sources,” according to Google Labs Editorial Director Stephen Johnson put it.
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3 replies by Ayotunde Stephen Shittu, DAYAKAR REDDY MANDALA, and Hakam Madi
Dec 12, 2023 8:10 PM
Hakam Madi
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I am eagerly waiting for Google NotebookLM to be available worldwide. I have high hopes for it, especially after having a positive experience with Duet AI on Google Docs. I am looking forward to trying it out soon.

Recently, I tried using Cody (https://getcody.ai/) to manage my document repository. I uploaded numerous country reports that I often use as a reference when writing proposals or providing an analysis. Previously, I would get lost among the large pile of files, but with Cody, finding the right information is much easier.
Mar 10, 2024 10:13 PM
DAYAKAR REDDY MANDALA
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Thanks for your insights.
Apr 05, 2024 7:59 AM
Ayotunde Stephen Shittu
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Thank you Claudia for the question. Thanks to Hakam for the interesting answer. As an Independent Consultant for Sustainability, I must say that Looker Studio has been really helpful in visualizing data. I collect, calculate, and report Scope 1, 2, and 3 greenhouse gas (GHG) emissions data for clients. Data for Scope 3 emissions are accounted for per category. With Looker Studio, I can turn the data into compelling stories of data visualization art.

Moreover, one of the accounting and reporting steps is tracking GHG emissions over time, which involves base year calculations and recalculations (if necessary). Base year is the period (i.e., year) against which an organization’s GHG emissions are tracked over time. Current emissions can be compared to a reference point in the past (i.e., base year). Looker Studio helps have a proper visualization of the comparison.
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Vladislav Gomzyakov Sr Technical Project Manager| Swoop North York, Ontario, Canada
Not all of these are free and not all I've used extensively but I consider these some of the most useful ones I have checked out:

https://axiom.ai - no code browser automation.

https://infogram.com - quick builder for presentations, infographics, reports, etc.

https://notegpt.io - summarizer for all kinds of content including Yutube, Udemy, Coursera for quicker learning.

https://tryshift.com - browser that allows to unify several different applications in one shell to boost productivity.
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4 replies by Aigerim Sarsembayeva, Jeickon Fernando Villamil Matallana, Nilesh Mahajan, and Vishal Raja
Apr 29, 2024 7:09 AM
Vishal Raja
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Thanks for sharing!
May 14, 2024 7:43 PM
Aigerim Sarsembayeva
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Thank you for sharing!
Aug 20, 2024 10:22 AM
Jeickon Fernando Villamil Matallana
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What interesting tools! I especially loved NoteGPT. Thank you so much for sharing them.
Dec 14, 2024 10:16 AM
Nilesh Mahajan
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Thank you for sharing the links which are indeed helpful.
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Nguyen Quang Project Manager| INGENICO Hanoi, Hn, Viet Nam
I have used chatGPT Plus frequently to ask and get feedback about my document template or even an email reply.
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1 reply by Amy Allard
Dec 18, 2023 3:57 PM
Amy Allard
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A sales colleague of mine was mentioning this program I think. Could it be used for sales and project management? I am trying to find something that everyone in my office can use- maybe even logistics/supply chain
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Nathifa Franklin Project Manager Trinidad and Tobago
I have used https://claude.ai/ similar to Chat GPT however I think that you get more detailed output from Claude and you can upload documents in their free version.
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Hakam Madi Independent Consultant Amman, Jo, Jordan
Dec 11, 2023 6:51 AM
Replying to Claudia Alcelay
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Thank you, Hakan, really interesting answer.

Presenting data is going to be one of the skills of project managers. Since we are going to gather such an amount of AI-generated data we need more than ever to understand the audience, choose the right chart type, and be time concerned.

https://www.datawrapper.de/charts is easy to understand and the good thing is that it even lets you explore the tool with some preuploaded data. Concepts like purchasing data, cleaning, and presenting it seem to be part of our everyday decisions as project managers. A good starting tool.

Looker Studio gives us the chance to connect to our Google Analytics accounts which could be convenient especially if we have already started gathering traffic data, and usage data... with G. Annalytics. If we don't mind sharing our data this could be a nice way to integrate it with a powerful tool. Everything is in the same Google environment.

Have you seen Google’s AI note-taking app NotebookLM? Although only available to U.S. users, it seems quite promising for project managers, it is presented as "the expert in the information you need for your projects, capable of answering questions based on the supplied sources,” according to Google Labs Editorial Director Stephen Johnson put it.
I am eagerly waiting for Google NotebookLM to be available worldwide. I have high hopes for it, especially after having a positive experience with Duet AI on Google Docs. I am looking forward to trying it out soon.

Recently, I tried using Cody (https://getcody.ai/) to manage my document repository. I uploaded numerous country reports that I often use as a reference when writing proposals or providing an analysis. Previously, I would get lost among the large pile of files, but with Cody, finding the right information is much easier.
...
1 reply by Judith Lewis
Jan 05, 2025 5:06 PM
Judith Lewis
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Thank you for sharing the various tool suggestions through your posts.
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Nadiya Dolgopolenko PM| DTU Copenhagen, Denmark
I've been using various AI assistants lately to help me with my work. I use Google's AI assistant, ChatPDF for opening data files, and Bing chat (which is Microsoft's chat assistant). So far, I've found Bing chat to work well when I give it the right prompts.

In fact, I'm excited to say that next week I'll be building an app in our Azure AI Studio specifically for ppm. It'll be great to have all the templates searchable in an intelligent way.
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2 replies by Claudia Alcelay and Nadiya Dolgopolenko
Dec 18, 2023 12:37 PM
Claudia Alcelay
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Hello Nadiya, it would be amazing if you could share with the community about your project in Azure AI Studio. We understand the confidentiality issues but your experience, problems that you overcome, lessons learned,,,
Good luck!
Mar 02, 2024 3:59 AM
Nadiya Dolgopolenko
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For confidential documents: I've utilized the pre-trained models h2oGPT and LLaMA 7B on my computer. My conclusion is that they still demand significant computer resources and are better suited for installation on a server. You can find more information here: link to h2oGPT GitHub repository.



As for summaries of non-confidential documents: the free version of ChatPDF proves to be quite effective.



When using Bing Copilot with a work account, there is protection for the information. However, with a private Microsoft account, there isn't the same level of protection. Personally, I find that Bing Copilot isn't as effective as the free version of ChatGPT. It often requires more tuning and prompting to achieve the desired results.



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Nitin Shah New Product Development| KLA Tencor Oh, USA
I am just starting to learn about the AI and how to use it effectively in Project management. Would anyone be able to guide me what is the best way to learn. I work in Semiconductor industry and the projects typically follow water fall lifecycle. What tools can I use to document meeting minutes, create summaries and are there any demos to get training? I would greatly appreciate guidance.
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2 replies by Adeoluwa Adewale and Claudia Alcelay
Dec 18, 2023 12:42 PM
Claudia Alcelay
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Hello Nitin, in waterfall projects Gen AI tools will help improving processes a lot. To document minutes meetings you can use Sembly, I have used it and it goes fine. You have a Learn and explore plan that might help you discover the tool. https://www.sembly.ai/pricing/
Please share your experience if you try it.
May 28, 2024 5:41 PM
Adeoluwa Adewale
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Still a newbie with AI but I think Chat GPT is quite interesting.
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Claudia Alcelay
PMI Team Member
Product Manager AI| Project Management Institute (PMI) Spain
Dec 15, 2023 1:06 AM
Replying to Nadiya Dolgopolenko
...
I've been using various AI assistants lately to help me with my work. I use Google's AI assistant, ChatPDF for opening data files, and Bing chat (which is Microsoft's chat assistant). So far, I've found Bing chat to work well when I give it the right prompts.

In fact, I'm excited to say that next week I'll be building an app in our Azure AI Studio specifically for ppm. It'll be great to have all the templates searchable in an intelligent way.
Hello Nadiya, it would be amazing if you could share with the community about your project in Azure AI Studio. We understand the confidentiality issues but your experience, problems that you overcome, lessons learned,,,
Good luck!
avatar
Claudia Alcelay
PMI Team Member
Product Manager AI| Project Management Institute (PMI) Spain
Dec 16, 2023 7:20 PM
Replying to Nitin Shah
...
I am just starting to learn about the AI and how to use it effectively in Project management. Would anyone be able to guide me what is the best way to learn. I work in Semiconductor industry and the projects typically follow water fall lifecycle. What tools can I use to document meeting minutes, create summaries and are there any demos to get training? I would greatly appreciate guidance.
Hello Nitin, in waterfall projects Gen AI tools will help improving processes a lot. To document minutes meetings you can use Sembly, I have used it and it goes fine. You have a Learn and explore plan that might help you discover the tool. https://www.sembly.ai/pricing/
Please share your experience if you try it.
...
2 replies by Giovanni Casanova and Hakam Madi
Dec 18, 2023 3:26 PM
Hakam Madi
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If you visit https://theresanaiforthat.com/, you will find numerous AI-based solutions available. However, finding a complete solution can be challenging, and cost is also a significant factor to consider. I cannot recall any tokens/credit-sufficient free accounts, and I'm not aware of any premium accounts that cost less than $10 per month, which adds up considering the multiple common services after we became AI-dependent homo sapiens.

Although there are many competing AI-based solutions for every imaginable process, I have found that learning to build your prompt templates, prompt engineering, and prompt fine-tuning is the best sustainable option that provides you with an interoperable leverage to switch from one solution to another, such as OpenAI, Google AI Studio, Hugging Face, and so on.

However, since most of our work involves writing, the only solution that I have extensively tested and currently use, and would highly recommend is https://strut.so/, and surprisingly, it's free, probably for now.div/div
Apr 17, 2024 5:24 PM
Giovanni Casanova
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Hi, Copllot from MS would be a great tool to use for minutes and transcripts. There is a small POC running in my company now.
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