How do you cope with the problem of not exposing sensitive project data when using tools like ChatGPT or Claude to automate basic project tasks (minutes of meeting, slides, ecc) ?
Michele PanichiPM III| HITACHI RAIL RCS ITALIA SRLMilano, Milano, Italy
Tools like ChatGPT, Claude or other can be of help to ease the daily work of a Project Manager, if used to create in a fast way basic deliverables like minutes of meeting, presentations, checklist. One problem that arise is how to deal with the sensitive data (data related to project, like costs, names, ecc). It is always possible to input "masked data" to the AI tools, but this could lead to a consequent reworking of the deliverable produced by AI and this rework could erase the time-saving benefit. Saving Changes...
Unfortunately, there's only two choices - your company could subscribe or purchase a secure, non-public instance of a given Gen AI tool so that real data can be used OR you scrub data and use public instances.
Kiron
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2 replies by Bonnie Aylor and Michele Panichi
Feb 15, 2025 12:35 PM
Michele Panichi
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Thanks for the reply Kiron. In an extremely concise way, but I fear that at the end the substance of the matter is as you describe it.
Feb 15, 2025 6:11 PM
Bonnie Aylor
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Oh so true. Whatever I referenced were private instances, assuming this post was referring to paid versions.
In my experience, the type of ai your speaking of deals with transcribing meeting notes with ai technology such as Otter.AI. There are a few ways that a company could secure sensitive data with this. First, the notes are there as evidence of meeting goals. There may be some team members that need a reference to those goals. Typically there should be only 1-2 people tasked with transcribing the meeting notes, and these members should be the ones with access to secured transcription platforms. I know lately transcribing with ai has expanded to apps like Microsoft 365 and certain Chat GPT apps and now even Nvivo. For those apps that I am familiar with, team versions allow individualized permission settings. Therefore, the app itself can be set so that only the designated transcription personnel have access to the original notes. If transcribing with an app like 365, copilot sets it where the transcriber can draw out the financial data to place into a permanent format. Then ask the app to write over all numerical data with a symbol such as ###### or $$$$$$ to signify a monetary amount. Then, the transcriber can use a list of names to have the app cover over names with a symbol or a word such as name. Some trasncription apps also allow a setting where the "script" created says person 1, person 2, etc rather than to name the person as it's transcribing. If the app doesn't easily pull out numberical or fianncial data, the tanscribed version can be pulled through an app like Nvivo or R studio (possibly python but it's mostly numerical bound) and even Tableau to ask the app to remove the data and draw over it with a symbol since these apps will just look at data characteristics without trying to understand it unless asked to understand it, and then follow through with a command. This takes an extra step, but higher versions of 365 or even Adobe do well to look for characters, remove and replace. Also, the final notes can also be password protected and set with layered permissions with the correct centralized IT department structure that houses personnel familiar with administrating layered permissions.
Does this help at all?
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1 reply by Michele Panichi
Feb 15, 2025 12:37 PM
Michele Panichi
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Thanks for the insightful information Bonnie. Some of the tools you mention I'm not familiar with, but I think I'll delve into them to find out how they can be used. Yes, it really helped
Saving Changes...
Michele PanichiPM III| HITACHI RAIL RCS ITALIA SRLMilano, Milano, Italy
Feb 15, 2025 7:41 AM
Replying to Kiron Bondale
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Michele -
Unfortunately, there's only two choices - your company could subscribe or purchase a secure, non-public instance of a given Gen AI tool so that real data can be used OR you scrub data and use public instances.
Kiron
Thanks for the reply Kiron. In an extremely concise way, but I fear that at the end the substance of the matter is as you describe it. Saving Changes...
Michele PanichiPM III| HITACHI RAIL RCS ITALIA SRLMilano, Milano, Italy
Feb 15, 2025 7:45 AM
Replying to Bonnie Aylor
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In my experience, the type of ai your speaking of deals with transcribing meeting notes with ai technology such as Otter.AI. There are a few ways that a company could secure sensitive data with this. First, the notes are there as evidence of meeting goals. There may be some team members that need a reference to those goals. Typically there should be only 1-2 people tasked with transcribing the meeting notes, and these members should be the ones with access to secured transcription platforms. I know lately transcribing with ai has expanded to apps like Microsoft 365 and certain Chat GPT apps and now even Nvivo. For those apps that I am familiar with, team versions allow individualized permission settings. Therefore, the app itself can be set so that only the designated transcription personnel have access to the original notes. If transcribing with an app like 365, copilot sets it where the transcriber can draw out the financial data to place into a permanent format. Then ask the app to write over all numerical data with a symbol such as ###### or $$$$$$ to signify a monetary amount. Then, the transcriber can use a list of names to have the app cover over names with a symbol or a word such as name. Some trasncription apps also allow a setting where the "script" created says person 1, person 2, etc rather than to name the person as it's transcribing. If the app doesn't easily pull out numberical or fianncial data, the tanscribed version can be pulled through an app like Nvivo or R studio (possibly python but it's mostly numerical bound) and even Tableau to ask the app to remove the data and draw over it with a symbol since these apps will just look at data characteristics without trying to understand it unless asked to understand it, and then follow through with a command. This takes an extra step, but higher versions of 365 or even Adobe do well to look for characters, remove and replace. Also, the final notes can also be password protected and set with layered permissions with the correct centralized IT department structure that houses personnel familiar with administrating layered permissions.
Does this help at all?
Thanks for the insightful information Bonnie. Some of the tools you mention I'm not familiar with, but I think I'll delve into them to find out how they can be used. Yes, it really helped Saving Changes...
Unfortunately, there's only two choices - your company could subscribe or purchase a secure, non-public instance of a given Gen AI tool so that real data can be used OR you scrub data and use public instances.
Kiron
Oh so true. Whatever I referenced were private instances, assuming this post was referring to paid versions. Saving Changes...
A Project Manager can use AI tools like ChatGPT or Claude to quickly generate meeting minutes, checklists, and presentations, which helps save time. When handling sensitive data such as costs or names, using masked data to protect confidentiality is an option.
However, the final deliverables may still require some adjustments to replace placeholders with the actual data, which could reduce the overall time savings. Balancing efficiency and data security is an important consideration in such cases.
Saving Changes...
Sergio Luis ConteHelping to create solutions for everyone| Worldwide based OrganizationsBuenos Aires, Argentina
You will find your answer in the Responsible AI (RAI) component inside the initiatives which are using generative AI. RAI component is the key success factor when you are implementing generative AI. In the 3 courses delivered for free by the PMI you will find references to that. I am in charge of that in the biggest consulting firm in the world. Saving Changes...