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GenAIPlanningWor
kbook4stepsto
implementinggenerative
AIinyourenterprise©2023Gartner,
Inc.and/oritsaffiliates.
Allrightsreserved.
Gartner
isaregisteredtrademark
ofGartner,
Inc.oritsaffiliates.Thispresentation,includingallsupportingmaterials,isproprietarytoGartner,
Inc.and/oritsaffiliates
andisforthesole
internaluseoftheintended
recipients.Because
thispresentationmaycontain
informationthatisconfidential,proprietaryorotherwiselegallyprotected,itmaynotbefurthercopied,
distributed
orpubliclydisplayed
withouttheexpresswrittenpermission
ofGartner,
Inc.oritsaffiliates.Focus
GenAIconversationsonreal
businessproblemsandachievable
use
casesGenerative
AI
(GenAI)
issuddenlyoneveryone’sradar,
but
someorganizationsalreadyhaveextensiveexperienceandsuccessindeployingAItechniquesacrossmultiplebusinessunitsandprocesses.Gartner
researchshowsthesemature
AIorganizationsrepresent
just10%of
thosecurrentlyexperimentingwith
AI,
but
would-beGenAIadopters
canlearnalotfrom
them.Use
thisplanningworkbooktofocusconversationsamongbusinessandIT
leadersaroundbestpracticesthat
helpyoufocusonGenAIinitiativesthat
areboth
valuableandfeasible.
To
get
there,
takeastrategicapproach.RESTRICTEDDISTRIBUTION2©2023Gartner,
Inc.and/oritsaffiliates.
Allrightsreserved.Actionsrelatedtothe4pillars
of
GenAI
strategyEstablish
your
vision
for
GenAIRemove
barriers
tocapturing
valueHowGenAIwilldrive
yourenterprise
goals,
whatbenefitsyou
expect
and
how
you
willmeasure
success.What
organizational
barrierscould
hinder
your
success
andwhat
actions
are
needed
toremove
those
hurdles.Prioritize
adoptionIdentify
the
risksWhichare
the
best
GenAIinitiatives
to
pursue,
based
ontheir
value
and
their
feasibility
—as
agreed
to
byboth
IT
andbusiness
leaders.Whatregulatory,reputational,competency,technology
andother
risks
you
may
need
toassess
and
mitigate.RESTRICTEDDISTRIBUTION3©2023Gartner,
Inc.and/oritsaffiliates.
Allrightsreserved.Key
componentsof
your
AIstrategy
frameworkVisionValueRisksAdoption•
Goals•
Businessimpact•
Regulatory•
Usecasesandvaluemaps•
Benefits•
Change•
Reputational•
Competencymanagement•
AIdecisionframework•
Successmetrics•
Peopleandskills•
DecisiongovernanceRESTRICTEDDISTRIBUTION4©2023Gartner,
Inc.and/oritsaffiliates.
Allrightsreserved.AI
VISIONFirst,
state
clear
ly
how
GenAIobjectiveslinktoenterprise
goalsDon’t
underestimatetheneedtolevel-setwithstakeholders
fromtheoutset:StatingAI
goals
clearly
is
keyto
encouraging
and
enablingorganizationwide
fluency
andadoption
ofAI.
It
will
also
help1.
Restatethecorporatevisionofyourenterprise:“……………”2.
Statehow
AIwillsupport
thatvision:you
to
fund
the
right
use
cases
—ones
that
will
deliver
clear
returnon
investment
and
lead
to
furtherinnovation.–
e.g.,
AIwillenable
betterbusinessvalueintheseareasintheseways–
e.g.,We
willuse
AItoachieve
faireroutcomesRESTRICTEDDISTRIBUTION5©2023Gartner,
Inc.and/oritsaffiliates.
Allrightsreserved.AI
VISIONThen,
specifyhow
GenAIwilldrive
business
goalsAskwhyyouarepursuingGenAIandwhatvalueyouexpectittobringbasedonyourmajor
businessgoals,howyouwillmeasuresuccessandwhatusecasescouldmaximizethat
value(youwillverifythe
value/feasibilityof
thoseusecasesinthe“adoption”
phase).IllustrativeUse
Cases
to
Pursue(Illustrative
Examples)GoalHowAI/GenAI
Enables
That
GoalTopline
revenue
growthBusinessmodel
changeinspiredorsupportedby
AIcreatesnet-newbusiness
initiatives.Behavioral
analytics,
contractlifecyclemanagementImproved
customersatisfactionGreaterabilitytoconduct
customerbehavioranalyticsincreasesproximitytothecustomer.VirtualcustomerassistantsReduced
costsTask
andprocessautomationreduceoperationalcosts.Risk/fraudmitigation,asset
performancemanagementStaff
augmentation
andincreased
productivityAugmented
AIandautomationincreaseproductivitybyshiftingpeopleaway
from
managingmundanetasks.Knowledge
managementandtraining,contentgeneration,codegenerationImproved
serviceavailabilityData-drivenpredictiveanalytics
toolsadvance
digitalservices.Predictivemaintenance,
proactivethreatmanagementRESTRICTEDDISTRIBUTION6©2023Gartner,
Inc.and/oritsaffiliates.
Allrightsreserved.AI
VISIONAlso,setAIsuccess
metricsTo
measurethe
valueof
individual
usecases,you’ll
needsuccessmetricsthat
tieintoyouroverarchingbusinessgoal.Selectmetricslikethoselistedherethat
relatetospecifickeysuccessfactorsandprovideatimeframe
inwhich
youexpecttodemonstrate
value.Business
GoalAppropriate
Success
MetricCompletionImproved
customer
satisfactionTopline
revenue
growthNew
business
initiativesTask
or
process
automationReduce
costsCustomersatisfactionindex/Net
PromoterScoreRevenue
growthforproductlinesDateDateDateDateDateDateNumberofnewbusiness
initiativesReductioninprocessing
timeReductioninCapEx
andOpExStaff
augmentation
and
increasedproductivityWorkforceproductivitymetrics,suchastimespentonvalue-addedtasksImproved
service
availability%ofannual
availabilityDateRESTRICTEDDISTRIBUTION7©2023Gartner,
Inc.and/oritsaffiliates.
Allrightsreserved.AI
VALUERemove
organizational
barriers
tocapturingvalueHaving
identifiedpotentialbenefits
tothe
business(inthe
vision
stage),
surfaceanystrategicconcernsthat
couldhinder
yourabilitytocapturevalueinthe
wayyouhaveidentifiedit.
Also,identifysolutions,responsibilitiesandactionsasillustratedhere.Executive(s)ResponsibleWhat
the
OrganizationWill
DoStrategic
ConcernSolutionProjectsalignedtocorporategoalsaremorelikelytosucceedandmature.Document
goalsandrequire
aportfolioapproachto
AI
opportunity.CIO•
Indicatewhich
corporate
goalsshouldbeaddressed.•
Size
portfolio
(fiveorfewerpilotsandminimumviableproducts).Metricsdelivercredibilityforprojectmaturity.Select
metricsasproxiesforfinancialandriskresultsordirectsuchmeasurements.CFO•
Collaboratewithyourchiefdataandanalyticsofficertodiscuss
whatwillbemostmeasurableandeducational
forfutureprojects.Formalstructuresofaccountabilitybolster
AI
results.HelpcompleteaRACI
(responsible,accountable,
consulted
andinformed)matrixfor
AIstrategydevelopment
andexecution.Chiefdata(andanalytics)
officers,CIO•
DraftaRACI
matrixforallaspectsof
AIprojectandproductdevelopment.RESTRICTEDDISTRIBUTION8©2023Gartner,
Inc.and/oritsaffiliates.
Allrightsreserved.AI
RISKSAssess
andmitigate
risksAnytypeof
AIcomeswitharangeof
risks,including
thoseillustratedhere.
GenAIcarriesspecificnewtypesof
risks,suchashallucinationsandbiasedandinaccurateresults.Logallsuchmajor
riskssoyoucanproperlyassess
andmitigate
each.Key
Typesof
RisksRiskCategoryExecutive(s)ResponsibleAction
PlanRegulatoryAdhere
toregulationsCIO/CTOandCROUnderstandthe
continuouslyevolving
regulatorylandscape.EnablecollaborationbetweenAIpractitioners
andlegal,riskandsecurity
memberstoevaluateusecase
feasibilityandacceptablerisks.CreateanAIgovernanceoffice,
whichservesanindependentauditcommitteeto
reviewresults.ReputationalSecure
andsafeCIO/CTOCIO/CTOAcknowledge
the
threatsagainstAIposedbybothmaliciousandbenignactorsinyourorganization.Bolstersecurity
acrossenterprise
security
controls,data
integrity
andAImodelmonitoring.Leverageexternalresourcesto
helpsecure
yourAIsystems.CompetenciesTechnical
debtAlignAIstrategy
withcloudstrategy
andexplorecloudasfoundation
for
AI.Createatechnologyroadmapto
modernizedataandanalyticsinfrastructures
toalignwithAIgoalsandtimeline.Createastartup
acceleratorprogram
to
reducetechnicaldebt
andinnovateincrementally.RESTRICTEDDISTRIBUTION9©2023Gartner,
Inc.and/oritsaffiliates.
Allrightsreserved.AI
ADOPTIONPrioritizeprojectsthat
are
valuableandfeasibleRate
the
feasibility
and
value
of
each
project
using
simple
criteria
likethose
shown
here,
and
actually
score
each
so
you
can
rank
projectsagainst
one
another.
Typically,executives
are
keen
to
pursue
initiatives
where
value
ishigh
(and
risk
also
tends
to
be
high,
i.e.,
feasibility
islow)but
avoid
projects
where
feasibility
issolowthat
itmakes
the
project
impossible.
A
use
case
withaseemingly
outstanding
contributionto
business
value
and
strong
feasibility
iseither
abreakthrough,
or
the
market
ismissing
a
great
opportunity.TECHNICAL
FEASIBILITY
FACTORSBUSINESS
VALUE
FACTORSOverallBusinessValue(Scale
of
1to10;
10
BeingHigh)OverallTechnicalFeasibility(Scale
of
1to
10;10
Being
High)Architectureand
TechnologyFeasibilityHave
Skills/PeopletoExecuteAligns
WithOur
Missionand
ValuesAccesstoLabeledDataSponsorSupportKPIsMeasurableProjectRankingNameNameNameNameNameYes/Maybe/NoYes/Maybe/NoYes/Maybe/NoYes/Maybe/NoYes/Maybe/NoYes/Maybe/NoYes/Maybe/NoYes/Maybe/NoYes/Maybe/NoYes/Maybe/NoYes/Maybe/NoYes/Maybe/NoYes/Maybe/NoYes/Maybe/NoYes/Maybe/NoYes/Maybe/NoYes/Maybe/NoYes/Maybe/NoYes/Maybe/NoYes/Maybe/NoYes/Maybe/NoYes/Maybe/NoYes/Maybe/NoYes/Maybe/NoYes/Maybe/NoYes/Maybe/NoYes/Maybe/NoYes/Maybe/NoYes/Maybe/NoYes/Maybe/NoRESTRICTEDDISTRIBUTION10
©2023Gartner,
Inc.and/oritsaffiliates.
Allrightsreserved.Actionable,objective
insightPosition
yourIT
organizationforsuccess.
ExploretheseadditionalcomplimentaryresourcesandtoolsforIT
leaders:Resource
CenterWebinareBookeBookThe
Top
Generative
AIQuestions
Answeredby
Gartner
ExpertsBeyond
the
Hype:ThePractical
Applications&UseCases
ofAugment
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