12 steps to implement GenAI + an interactive Checklist

12 steps to implement GenAI + an interactive Checklist

Generative AI (GenAI) has the potential to transform your business, offering improved efficiencies, cost savings, and enhanced customer experiences. However, many organisations struggle to develop robust strategies and implementation plans. We created this step-by-step roadmap and an interactive checklist that you can download for free to provide you with a structured approach to implementing GenAI, ensuring that each step is addressed methodically.

The steps outlined here derive from The Ultimate GenAI Guide by Calls9, which offers in-depth details and processes to help you check off each item on this list.

Audit your Existing Capabilities

Before starting work on your GenAI strategy, you need to audit your current activities, known issues, and challenges. This will allow you to identify areas for improvement and potential risks early on.

1. Understand your business needs

Begin by interviewing key stakeholders from various departments, such as operations, marketing, and human resources. Gather insights into your existing tech stack, AI usage, stakeholder concerns, areas for improvement, and business aspects that can most benefit from GenAI. This initial audit will help you identify gaps and opportunities within your current AI capabilities.

2. Evaluate the effectiveness of existing AI tools

Assess the effectiveness of your current AI tools and solutions. Determine if they are optimally serving your organisation, complying with data and security regulations, and if your business has a unified approach to AI. This evaluation helps you understand the strengths and weaknesses of your existing AI infrastructure.

3. Identify GenAI benefits for your business.

Once you've scrutinised your existing AI capabilities, it's time to assess whether GenAI can transform how you operate, collaborate, and communicate. Consider both internal and external perspectives, evaluating the impact on internal processes, team dynamics, workflow efficiency, and the benefits for customers and business operations, such as improved services, cost and time savings.

GenAI Implementation Checklist

Create Your GenAI Strategy

Conducting an audit means you have all the information and insights you need to create a successful strategy. Let's now go through the steps to develop a strategy to help you realise GenAI's full potential while effectively managing the associated risks.

4. Set clear GenAI goals

Define your GenAI objectives, articulate expected benefits, and establish measurable success metrics. This foundational step aligns GenAI initiatives with your overarching business objectives. Clear goals help steer your project in the right direction and ensure alignment with broader business strategies.

5. Identify and prioritise GenAI use cases

Understand your team's challenges and ideas through workshops and detailed interviews. Evaluate use cases based on their business impact, alignment with core objectives, and areas of focus. Create detailed roadmaps and a delivery plan, capturing all the necessary details. This helps in prioritising initiatives that offer the highest value and feasibility.

As you can tell, identifying and prioritising Generative AI use cases is a complex process with several steps to follow. Access The Ultimate GenAI Guide here, and follow the detailed instructions to nail this process!

6. Assess and mitigate AI risks

Recognising the various risks associated with your GenAI solutions is crucial for smooth development and launch. Risk factors include regulatory compliance, data security breaches, ethical biases, and talent shortages. Early identification and mitigation of these risks will help ensure successful GenAI implementation.

7. Identify barriers to adoption

Identify any potential organisational barriers hindering GenAI adoption and suggest corrective actions to eliminate them. These may include resistance to change, lack of skills, or technology constraints. Addressing these barriers early on helps in smoother integration and acceptance within the organisation.

Build and Deploy GenAI Solutions

This phase is where the magic happens. After completing your strategy, you will have the insights you need to develop your GenAI solution. In this stage, you research Generative AI models, choose which is best for your use case(s), decide on a development approach, and finally, test and improve your solution.  

8. Research and understand GenAI models

GenAI models analyse extensive datasets to learn patterns and styles, which they use to generate novel outputs. Examples include text generation models like GPT-4o, image generation models like DALL-E 3, music generation models like OpenAI's Jukebox, video generation models like Synthesia, and multimodal models like Google's Gemini. Understanding these models helps you select the right one for your needs.

9. Evaluate Proprietary vs. Open-Source Models

Choosing between open-source and proprietary GenAI models involves understanding which best suits your use case, goals, and technical capabilities. Open-source models offer customisation and transparency but require more technical skill, while proprietary models provide advanced features and support with less flexibility. This evaluation helps you make an informed decision that aligns with your organisational needs.

10. Choose the best model for your use case

Selecting the right GenAI model for your use case is essential. Assess your data's availability, quality, and alignment with your objectives. Consider the model's performance, capabilities, and user experience. Ensure compliance with data privacy regulations, understand the cost and affordability, and decide between proprietary and open-source models based on your requirements. This ensures that the chosen model fits well within your business context.

11. Choose Your Development Approach

Depending on your organisation's capabilities and needs, you can decide whether to develop GenAI solutions internally, buy off-the-shelf products, or partner with an agency. Building internally offers customisation and control but requires significant resources, while off-the-shelf solutions provide quick deployment and lower costs but may lack customisation. Partnering with a specialised GenAI agency offers tailored solutions, strategic alignment, and expert guidance, making it ideal for highly customised and secure implementations.

GenAI Guide

12. Test and Improve Your GenAI Solution

Testing and improving your GenAI solution involves establishing a robust testing framework includes defining KPIs, creating diverse test scenarios, and conducting iterative testing. Enhancing model performance requires continuous data quality improvement, fine-tuning model parameters, and integrating user feedback. Ensuring continuous improvement includes routine monitoring, staying updated with AI advances, and investing in team training and development.

Implementing GenAI in your organisation is a journey that requires careful planning, continuous improvement, and strategic alignment with business goals. This checklist addresses each critical step, ensuring a successful GenAI implementation. For detailed guidance and a step-by-step process, download the GenAI Implementation Checklist and start transforming your business with Generative AI.

Getting Started with End-to-End AI Transformation

Partner with Calls9, a leading Generative AI agency, through our AI Fast Lane programme, designed to identify where AI will give you a strategic advantage and help you rapidly build AI solutions in your organisation. As an AI specialist, we are here to facilitate the development of your AI strategy and solutions within your organisation, guiding you every step of the way:

  • Audit your existing AI capabilities
  • Create your Generative AI strategy
  • Identify Generative AI use cases
  • Build and deploy Generative AI solutions
  • Testing and continuous improvement

Learn more and book a free AI Consultation