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Research AI Implementation Readiness Checklist

Complete checklist for research AI implementations covering data source mapping, research protocol integration, team training, and pilot study requirements.

January 8, 2026
8 min
Checklist
Industry Insights

Data Source Mapping

  • Inventory literature databases and access
  • Map internal data repositories
  • Document institutional knowledge sources
  • Verify API access and permissions
  • Confirm data format compatibility

Research Protocols

  • Define AI use in methodology
  • Establish quality checkpoints
  • Document attribution requirements
  • Create verification procedures
  • Plan reproducibility documentation

Team Training

  • Train researchers on AI capabilities
  • Document best practices
  • Establish support resources
  • Practice common workflows
  • Create troubleshooting guides

Pilot Study

  • Select representative project
  • Define success metrics
  • Document lessons learned
  • Gather user feedback
  • Refine before broader rollout

Go-Live Preparation

  • Complete pilot evaluation
  • Verify all data connections
  • Establish support procedures
  • Document rollback plan
  • Schedule review checkpoints

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