Project Notebook

Purpose

Project Notebook is designed to make research from an individual project queryable from one dedicated project knowledge base. Its purpose is to help consultants use project-specific materials as a single source of knowledge for analysis, quote identification, team member onboarding, and faster responses to client questions.

Primary users

The primary users are Associate Consultants through Rev Gens within KAISER. The agent supports project teams that need to access and reuse research gathered during a specific engagement.

Where it fits (process/stage/trigger)

Project Notebook fits into the project research and analysis workflow after project-specific materials have been collected and stored in one location. It is triggered when a consultant needs to query project data, identify supporting evidence, onboard a team member, or respond more quickly to a client question.

Key capabilities / workflow

Project Notebook allows users to query project-specific research stored in one dedicated location, similar in concept to Google's NotebookLM. It uses only the individual project’s materials as its knowledge source and does not access information across Kaiser's broader SharePoint or the web when queried.

Inputs

Typical inputs include project-specific secondary research, interview notes, and other research materials stored in one location for the individual project. Additional structured input details were not specified.

Outputs / Deliverables

Typical outputs include answers grounded in the project data, support for analysis, identified quotes, onboarding assistance for team members, and faster responses to client questions. Formal output formats were not specified.

Value

Project Notebook helps project teams work faster and more consistently by making project knowledge easier to query and reuse. It improves access to project-specific evidence while limiting responses to the materials intentionally stored for that project.