A readiness checklist for research and development AI
19 October 2026

A readiness checklist for research and development AI


Implementing AI in research and development requires careful preparation, including connecting relevant data sources, agreeing on definitions in writing, and deciding on permissions, to ensure the AI system provides accurate and useful insights, and to avoid delays and security risks.

A spreadsheet filled with incomplete data, a dashboard that nobody opens, and a long queue of unanswered questions are just a few signs that a research and development team is not yet ready to implement AI. The business consequence of not having the right systems in place is a significant delay in getting started, which can put the entire project at risk. I have seen this happen in numerous meetings, where the excitement of implementing AI quickly turns into frustration when the team realizes they are not prepared.

The data that must be connected

The first step in preparing for AI is to connect all relevant data sources. This includes databases, files, and other systems that contain information about the research and development process. Without this data, the AI system will not be able to provide accurate answers, and the entire project will be compromised. I have seen teams try to work around this by manually entering data, but this is a time-consuming and error-prone process that is not sustainable in the long term.

A good example of this is a research team that wants to use AI to analyze the results of experiments. If the data from these experiments is not connected to the AI system, it will not be able to provide any useful insights. In contrast, a team that has connected all its data sources will be able to ask questions like "what are the most common factors that affect the outcome of this experiment" and get a accurate answer.

The definitions to agree in writing

Most people get wrong the idea that AI can understand complex definitions and nuances without clear guidelines. This is wrong, as AI systems require explicit definitions to provide accurate answers. Before starting an AI project, it is essential to agree on definitions in writing, to avoid any misunderstandings or misinterpretations. This includes defining key terms, such as "success" or "failure", and establishing a common language across the team.

For instance, a research and development team working on a new product may need to define what constitutes a "successful" test. Without a clear definition, the AI system may provide misleading or inaccurate results. By agreeing on definitions in writing, the team can ensure that everyone is on the same page and that the AI system provides useful insights.

Permissions decided before anyone asks

Another critical aspect of preparing for AI is deciding on permissions and access control. This includes determining who can ask questions, who can access the data, and who can modify the AI system. Without clear permissions, the team may face security risks, data breaches, or unauthorized access. It is essential to decide on permissions before anyone asks, to avoid any confusion or misunderstandings.

A shift supervisor, for example, may need to check the maintenance log to ensure that all equipment is functioning correctly. If the permissions are not set up correctly, the supervisor may not be able to access the log, or worse, may be able to modify sensitive data. By deciding on permissions beforehand, the team can ensure that the AI system is secure and that everyone has the necessary access to do their job.

A first question worth answering

A good first question to ask the AI system is one that research and development already waits on. This could be a question like "what are the current trends in our industry" or "what are the most common issues with our current product". By asking a question that is already relevant to the team, the AI system can provide valuable insights and demonstrate its usefulness. This can help build trust and excitement among the team, and encourage them to ask more questions.

For more information on how to get started with AI in research and development, visit our research and development page. Our team can help you prepare for AI and ensure that you get the most out of your system.

What this does not do

This readiness checklist is not a guarantee of success, and it is not a replacement for careful planning and execution. Implementing AI is a complex process that requires ongoing effort and attention. It is also not a solution for teams that are not willing to put in the work to prepare their data, define their terms, and decide on permissions. If a team is not willing to do the necessary preparation, they may find that the AI system is not useful or accurate.

If you are unsure about whether your team is ready for AI, or if you have questions about the implementation process, visit our contact page to get in touch with our team. We can help you assess your readiness and provide guidance on how to get started.

Frequently asked questions

What are the key steps to prepare for AI implementation in research and development?

Connecting data sources, agreeing on definitions, and deciding on permissions are crucial steps to prepare for AI implementation.

Why is it important to agree on definitions in writing before starting an AI project?

Agreeing on definitions in writing ensures everyone is on the same page and avoids misunderstandings or misinterpretations.

What is the risk of not deciding on permissions before implementing AI?

Not deciding on permissions can lead to security risks, data breaches, or unauthorized access to sensitive information.

What is a good first question to ask the AI system in research and development?

A good first question is one that the team already waits on, such as current trends or common issues, to demonstrate the AI system's usefulness.