Onboarding Flow
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To start a new project, click on the Junior logo at the top left of your screen. This will take you to your Projects, showing you all the projects you have started or have been invited to.
Projects are either Active or Archived. Archived projects are retained in your account, but removed from the default screen, which only shows your Active engagements.
Once you click New Project you will be taken through a setup wizard with a number of steps. We'll go through these below.
On the first screen, fill out some relevant metadata for your project:
Project Name: this is your internal name for the project - pick a name that your colleagues will recognise.
Target: this is the name of the target business you are diligencing. This helps generate domain-specific output and will assist your firm's knowledge management efforts.
Sector: this is the sector or the economy or market you are diligencing. This helps generate domain-specific output and will assist your firm's knowledge management efforts.
Project Code: this is the code your finance / accounts department uses for invoicing purposes. This can sometimes be the same as the Project Name. We need this to issue an invoice for you when you're done with the project.
On the second screen, you'll be prompted to drop in a Scope document (or Statement of Work), which Junior will spend a minute parsing.
This is a document that outlines the key questions and activities you've agreed with your client. It may also contain background information on the market or target you are researching. While you are not required to drop in a scope document, it does improve the quality and functionality of the tool:
Elements of the scope document are inserted into the context window of the AI prompts in the app, improving the relevance of domain-specific language that is generated.
The hardest remaining problem for transcription models to solve is Proper Nouns. In your use case, these will typically be names of competitors or technical terms relevant to the market you are researching. Junior will extract these from the Scope and do a better job of catching them when taking notes for you!
We will use this information to help you generate a brief for the Expert Networks
When conducting primary research, most consultants and deal teams will segment the interviewees into categories based on their position in the market ecosystem. The questions asked of these interview segments will differ.
Setting up interviewee segments is an important part of the onboarding process, as those segments will:
be tied to interview guides, which you will very soon be able to generate in Junior
be how you stay organised in the Call Tracker database and set segment targets that you've agreed with your client, so that you can measure progress against them
determine how the Research Tracking progress graphics are displayed
allow you to set templates for Key Takeaway summaries (KTAs)
flow through to the various search filters you can use throughout the app
Interviewee segments are populated in one of three ways:
if you drop in a Scope, Junior will extract the relevant segments
you can select segments from a default list in Junior
you can create new custom segments
Writing a brief to the expert networks can be tedious. Let Junior take a first crack at it for you, and just tweak it when he's done! It will get saved to your Project Home screen later for you to fire off to the networks.
Next, add your teammates. Only colleagues of yours that have been invited to the project will see it in their Junior account. We recommend adding your entire case team - not just the workstream conducting calls - as they will be able to receive call summaries and query JuniorGPT to get information relevant to their work as well.
Finally, guide Junior in his transcription efforts by identifying Proper Nouns that you are likely to encounter in your research. Industry jargon, technical terms, competitor names and acronyms all fall under this category. The more you include here, the less cleaning you'll need to do later on!
