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🚀 Customer Intelligence System using SQL, Python, Power BI & Gen AI

An end-to-end Business Analytics Capstone Project that transforms raw customer transaction data into actionable business insights through SQL, Python, Power BI, and Generative AI.


📌 Project Overview

Businesses generate massive volumes of customer transaction data but often struggle to convert it into meaningful business insights. This project develops a Customer Intelligence System that segments customers, identifies churn risks, visualizes key business metrics, and generates AI-powered customer summaries to support data-driven decision-making.


⭐ STAR Framework

🟡 Situation

Organizations collect large amounts of customer transaction data but face challenges in:

  • Identifying high-value customers
  • Detecting customer churn early
  • Understanding customer purchasing behavior
  • Making insights accessible to non-technical stakeholders

Traditional dashboards require analytical expertise, limiting business adoption.


🎯 Task

Develop an end-to-end Customer Intelligence System capable of:

  • Cleaning and preprocessing raw transactional data
  • Performing customer behavior analysis
  • Segmenting customers using RFM Analysis
  • Identifying churn-risk customers
  • Building interactive Power BI dashboards
  • Creating a GenAI-powered natural language insight generator

⚙️ Action

📊 Data Engineering (SQL)

  • Cleaned transactional datasets
  • Removed null values and duplicates
  • Standardized data types
  • Created revenue calculations
  • Joined multiple tables for analysis-ready data

🐍 Data Analysis (Python)

  • Performed Exploratory Data Analysis (EDA)
  • Analyzed customer purchasing trends
  • Identified seasonal revenue patterns
  • Evaluated product and country performance

👥 Customer Segmentation

Implemented RFM Analysis to classify customers into:

  • 🏆 Champion
  • ❤️ Loyal
  • ⚠️ At Risk
  • ❌ Lost
  • 🌱 New Customers

📉 Churn Analysis

  • Defined churn based on customer inactivity
  • Identified high-risk customer groups
  • Highlighted Recency as the strongest churn indicator

📈 Business Intelligence

Designed a 3-page Power BI Dashboard featuring:

  • Executive Business Overview
  • Customer Intelligence Dashboard
  • Product & Operations Dashboard

🤖 Generative AI Integration

Built a GenAI-powered feature that converts customer analytics into simple business summaries, including:

  • Customer Segment
  • Purchase Behavior
  • Churn Risk
  • Marketing Recommendations

✅ Result

Key Business Outcomes

  • Identified that 20% of customers generate the majority of revenue (Pareto Principle).
  • Successfully segmented customers into actionable business categories.
  • Detected high churn probability among inactive customer groups.
  • Built an interactive Power BI dashboard for executive reporting.
  • Simplified complex analytics through AI-generated customer summaries.
  • Delivered an end-to-end analytics pipeline from raw data to business recommendations.

📊 Tech Stack

Category Tools
Database SQL Server
Programming Python
Libraries Pandas, Matplotlib, Seaborn
Visualization Power BI
AI Generative AI
Analytics RFM Analysis, Customer Segmentation, Churn Analysis

📌 Key Features

  • ✅ SQL Data Cleaning & Transformation
  • ✅ Exploratory Data Analysis (EDA)
  • ✅ Customer Segmentation using RFM
  • ✅ Customer Churn Identification
  • ✅ Interactive Power BI Dashboard
  • ✅ AI-Powered Customer Summary Generator
  • ✅ Business Recommendation Engine

💡 Business Recommendations

  • Implement loyalty programs for Champion customers.
  • Launch targeted campaigns for At-Risk customers.
  • Optimize product strategy by promoting high-performing products.
  • Improve customer engagement through personalized recommendations.
  • Leverage AI-generated insights for faster business reporting.

📈 Future Enhancements

  • Real-time data integration
  • Machine Learning-based churn prediction
  • Personalized recommendation engine
  • AI chatbot for customer insights
  • Automated business reporting

👨‍💻 Team

Team 3

  • Abhay Singh
  • Nilesh Mishra
  • Abhinaw Tripathi
  • Harender

⭐ If you found this project useful, consider giving it a star on GitHub!

About

Capstone Project for MBA Business Analytics students at Jaipuria Institute of Management, delivered under the EY Learning Solutions programme.

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