Project code Project Title Sub-Activity

Professional Design and structure the

P001 Communication, communication strategy (Brand
Data Presentation Building)

Research industry trends and

Crafting a
P002 competitor analysis, (self
Business Proposal
introduction)

Customer Collect customer feedback via

P003 Feedback surveys or other tools (power of
Analysis asking questions)

Personal Collect data on social media

P004 Branding presence and engagement (personal
Dashboard brand building)

Email Campaign Gather email campaign data (open

P005 Performance rate, click rate, etc.) (How to
Report Articulate an Idea)
 Mock Interview Develop an interview feedback form
P006
Data Summary (Interview Skills)

Team Set up a shared project management

P007 Collaboration and tool (Brand building, power of
Task Assignment questioning)

Marketing Conduct market research and

P009 Insights and competitor analysis (How to
Action Plan Articulate an Idea)
 Sales
Gather sales data from different
P007 Performance
regions or channels (Email Etiquette)
Dashboard

Personalized Create mail template, prepare data,

M001 campaign mails merge and create document

Use Templates, slide layout, slide

master, slide shows, apply
transitions and add videos to the
presentation

Powerful
M002 Presentation
 Build an Excel dashboard for a
bank’s loan profitability data.

M003 Excel dashboard

 Problem Statement
Scenario: Sarah, a team lead, needs to present complex project status to senior management but
struggles to communicate it effectively.
Task: Help Sarah create a communication plan and design visuals to present data clearly and
persuasively.
Focus on using branch specific projects like Regional language usage enhancement, Advertisement
production for a product covering multiple state sales, Employee stress levels due to AI inclusion,
reducing crime rates of yougsters, etc. Include required visual elements effectively to make the
presentation engaging and culturally relevant.

Scenario: Alex, a startup founder, needs to create a business proposal for investors but lacks a clear
structure.
Task: Assist Alex in drafting a business proposal that effectively communicates the vision and goals.
Consider any of the sample business scenarios like Hotel encouraging sustainability / Budget
wedding planner / Mobile computer lab / Health care reach in rural area / New age fashion store etc.
Frame the proposal to address social impact or human behavior aspects that can attract potential
clients or investors.

Scenario: Emma, a product manager, needs to understand customer feedback on a new release to
improve the product.
Task: Help Emma analyze the feedback and derive actionable insights to enhance the product.
The new relase could be a new book / new shortfilm released in OTT / new rule to stop crime / New
work policy to enhance work life balance etc.
Design the questionnaire to be used to capture the feedback. Focus on understanding the
psychology behind customer opinions and how to interpret feedback from a behavioral perspective.

Scenario: Jason, a freelancer, wants to track his social media presence and engagement but lacks a
system for monitoring his growth.
Task: Help Jason design a personal branding dashboard to track key social media metrics.
Self-Reflection: Write a detailed reflection on your values, strengths, and unique skills. What personal
experiences have shaped your approach to your field of work? Consider traits like empathy,
communication, problem-solving, and ethical decision-making.
o SWOT Analysis: Perform a SWOT analysis (Strengths, Weaknesses, Opportunities, Threats)
of yourself in the context of your career. Identify your personal strengths and areas for improvement.
o Brand Statement: Based on your self-reflection and SWOT analysis, craft a personal brand
statement that clearly communicates who you are in your field and what makes you unique in the
field.

Scenario: Maria, a marketing coordinator, needs to evaluate an email campaign but doesn't know
how to track the right metrics.
Task: Support Maria in analyzing email campaign performance and generating a report with insights.
Prepare email campaign for Education through Regional language / Movie promotion / product
promotion / Competion for crime rate reduction / Sustainable approach in designing etc. Approach
the email usage data from a behavior analysis perspective to understand the motives behind email
interactions and improve future campaigns.
Scenario: Mark, a career coach, conducts mock interviews but struggles to gather and analyze
structured feedback.
Task: Help Mark design a feedback form and summarize the results to improve candidates'
performance.
Prepare interview questions for multiple job roles of your branch of study like entry level
professional, mid management executive and senior executive. include questions that will check
their proficiency in the field and also thier general attitude towards life and work.
Focus on evaluating the candidates' psychological traits and behaviors during interviews and suggest
areas for personal development.

Scenario:
Amit, the project manager for a digital marketing campaign, needs to ensure that his team of
marketing professionals works seamlessly together. The team is diverse, with members from
different departments (creative, analytics, and content). Amit has noticed that communication
breakdowns and unclear task assignments are hindering the project’s progress.

Additionally, the team’s branding efforts for the campaign are not unified, with each department
taking a slightly different approach to messaging. Amit needs help to streamline the branding
process, introduce team members in a way that highlights their strengths, and ask powerful
questions to guide the team toward clearer decision-making and task assignment.
Task:
Help Amit establish a unified brand message for the campaign. The branding should reflect the core
values of the campaign and align with the vision of the team.
- Create a Branding Statement: What is the campaign about? What are the key selling points? How
do these align with the target audience’s values?
- Consider how this brand message will be communicated across different channels, including social
media, website, and email campaigns.

Scenario: Maya, a marketing manager for a new online retail brand, has been tasked with
increasing customer engagement and brand awareness. She has gathered insights from market
research and customer feedback but is struggling to clearly articulate how to translate these insights
into a concrete marketing action plan.
Task:
You will help Maya articulate the insights gathered and use them to create a structured and
actionable marketing plan. This will involve breaking down the research findings into key insights,
developing ideas for marketing strategies, and crafting an implementation plan.
- Articulate a clear marketing idea that resonates with the target audience.
- Translate insights into actionable steps for a successful product launch.
- Create a compelling marketing action plan that she can present to senior management, her team,
and external partners.
Scenario:
Priya, a sales manager at a growing retail company, is tasked with providing monthly sales
performance reports to senior management and responding to inquiries from her team about
performance targets. Priya has received feedback that her emails are sometimes unclear and too
lengthy, which causes confusion and slows down decision-making.
Task:
Priya needs your help to improve the way she communicates her sales performance updates via
email. She wants to ensure that her emails are concise, clear, professional, and respectful, and that
they align with the following objectives:
- Providing clear and actionable sales performance data.
- Encouraging feedback and collaboration from senior management and the sales team.
- Maintaining professionalism and respect while discussing sensitive sales data, such as missed
targets.

Scenario:
You are a marketing coordinator working for a local business that is planning to send personalized
emails to a group of customers. The business has collected customer data such as names, addresses,
purchase history, and preferences. The challenge is to create a personalized email campaign that
feels individual yet is efficiently sent to multiple customers without manually editing each email.
Task:
Assist Ravi in automating the email creation process using Mail Merge to send personalized emails to
all customers at once. The emails should include the customer’s name, address, and personalized
offers based on their purchase history. You must ensure that the emails are tailored for each
recipient and maintain professionalism.

Scenario:
Rajesh, an environmental consultant working with a non-profit organization focused on sustainable
development, needs to prepare a PowerPoint presentation for an upcoming international conference
on sustainability. His goal is to present the organization's latest initiatives, achievements, and future
goals related to sustainable development in a way that engages a diverse audience, including
policymakers, activists, and academics. However, Rajesh is unsure how to communicate complex
environmental data and strategies in a clear, visually compelling, and persuasive manner.
Task:
Prepare a PowerPoint presentation on “Sustainable Development”. Inlcude videos whereever
necessary and provide a link to sustainability data sheet. Apply Transitions and Animations. Practice
or Rehearse the presentation, understand observations made by Presenter Coach
Scenario:
Sanjay, a financial analyst at a commercial bank, has been tasked with creating a comprehensive
dashboard that will help the bank's management team evaluate the profitability of its loan portfolio.
The goal is to present key financial metrics, loan performance, and profitability trends in a visually
accessible way. However, the data is vast and comes from multiple sources, making it difficult to
synthesize and display the most important insights effectively.
Task
Download dataset from any online source or create the dataset with minimum 20 records. Include
fields loan categories, interest rates, principal amounts, defaults and profit. Perform the following
1. Format data
2. Remove duplicates
3. Apply conditional formatting to highlight high risk data
Project
Project Title Sub-Activity
code

Use Case 1: A retail outlet has captured region

wise, quarter wise, sales details of product for each
Retail Sales
BA001 customer segment. Based on the retail dataset,
Data Analysis
summarization tables and visualizations provided,
list 20 interpretations related to retail sales data.

Use Case 2: A Hospital in the downtown had

Hospital recently observed spike in number of readmission
BA002 Readmission of patients. So they approached Business Analytics
Analysis team to identify the reason behind this. Help them
to identify the reason with statistical proof.
 Use Case 3: Customer Retention Analysis Tool
Customer
Develop a tool to analyze customer behavior,
BA003 Retention
forecast churn risk, and design targeted campaigns
Analysis Tool
to enhance customer retention and lifetime value.

Use Case 4:
Patient
Develop an interactive tool to manage patient
Health
BA004 health records, track treatment progress, and
Record
identify trends in patient outcomes across different
Dashboard
demographics.
 Use Case 5 : Automotive Fleet Maintenance
Automotive
Tracker
Fleet
BA005 Develop a tool to monitor and manage automotive
Maintenance
fleet maintenance schedules, track costs, and
Tracker
optimize vehicle usage.
 Problem Statement

Problem Statement:
A retail outlet has collected region-wise, quarter-wise, and product-specific sales data for each custom
management seeks to gain deeper insights into sales trends, identify high-performing products, and u
in sales across different regions and customer segments. The goal is to utilize the data to make data-d
inventory, and refine marketing strategies.
Tasks to be Done Using Excel with AI:
Data Cleaning and Preprocessing:
Clean the dataset by removing duplicates and handling missing values.
Ensure that product categories, regions, and customer segments are consistently labeled.
Summarization and Aggregation:
Create pivot tables to summarize sales by region, quarter, and customer segment.
Use AI-driven functions (like Excel's built-in AI tools or Power BI) to automatically detect patterns and
Trend Analysis:
Use AI tools to forecast future sales trends based on historical data.
Visualize quarter-wise sales data using line charts to identify seasonal variations and sales growth pat
Region and Segment Performance Comparison:
Create a heatmap to compare sales performance across different regions.
Analyze customer segment-wise sales performance to identify top-performing segments.
Product Analysis:
Use AI to identify which products are performing well and which are underperforming.
Build a dashboard to display key metrics, including sales growth, product categories, and customer se

Problem Statement:
A hospital has recently observed a spike in the number of patient readmissions. The hospital managem
the underlying reasons for these readmissions, understand contributing factors, and take steps to red
The Business Analytics team is tasked with providing statistical evidence for decision-making.
Tasks to be Done Using Excel with AI:
Data Collection and Preprocessing:
Gather patient data, including demographics, medical history, treatment records, and readmission de
Clean and preprocess data to ensure it is in a usable format.
Descriptive Analytics:
Summarize the data by patient age, diagnosis, treatment type, and time to readmission.
Use pivot tables to aggregate the number of readmissions by different categories (e.g., gender, age g
Correlation Analysis:
Use Excel's CORREL function or AI-powered regression analysis tools to identify correlations between
(age, gender, treatment type) and readmission rates.
Identify the factors contributing to the spike in readmissions (e.g., lack of follow-up care, specific cond
policies).
Trend Analysis:
Create line graphs or bar charts to visualize trends in readmission rates over time, and highlight signi
Use Excel’s built-in AI tools to detect trends in readmissions and forecast future rates based on histori
Predictive Modeling:
Build a predictive model in Excel using AI tools like Analyze Data / Data Analysis / XLMiner to identify
be prone to readmission.
Apply AI algorithms to predict the likelihood of readmission based on historical patient data.
Problem Statement:
A company wants to develop a tool to analyze customer behavior, forecast churn risk, and design targ
improve customer retention and lifetime value. The goal is to identify at-risk customers, understand th
and proactively retain valuable customers.
Tasks to be Done Using Excel with AI:
Customer Data Collection and Cleaning:
Gather data on customer interactions, purchases, demographics, and engagement.
Clean and preprocess the data to ensure accuracy and consistency.
Churn Prevention Campaign Design:
Use Excel’s AI tools to suggest targeted retention strategies based on customer data.
Create dashboards to monitor the effectiveness of campaigns and customer engagement levels.
Forecasting and Trend Analysis:
Use Excel’s forecasting features to predict future churn rates and customer retention trends.
Visualize churn predictions over time with graphs to identify peak periods for customer loss.
Report Generation and Insights:
Create reports to track retention metrics and highlight customers at risk.
Provide recommendations for marketing strategies to improve retention based on the analysis.

Problem Statement:
A hospital wants to develop an interactive tool to manage patient health records, track treatment prog
in patient outcomes across various demographics. The tool should allow healthcare providers to moni
time and ensure optimal treatment.
Tasks to be Done Using Excel with AI:
Data Integration:
Collect and integrate patient health data, including demographics, medical history, treatment records
Clean and organize the data for analysis.
Demographic and Health Outcome Analysis:
Use pivot tables to summarize patient outcomes based on different demographics (e.g., age, gender,
Visualize trends in patient outcomes across different treatment methods and age groups.
Trend and Predictive Analysis:
Use AI tools to predict future patient health outcomes based on historical data.
Forecast patient treatment needs and potential complications.
Interactive Dashboard Creation:
Build a dynamic dashboard using Excel’s Pivot, slicers and timelines to monitor patient health records
Provide interactive filters by demographic group, treatment type, and health outcomes.
Reporting and Insights:
Generate reports for healthcare providers summarizing key metrics like recovery rates, treatment effi
satisfaction.
Provide actionable insights for improving patient care and treatment protocols.
Problem Statement:
A company that operates an automotive fleet needs a tool to track vehicle maintenance schedules, m
optimize vehicle usage. The goal is to reduce downtime, optimize fleet operations, and minimize main
Tasks to be Done Using Excel with AI:
Data Collection and Maintenance Log Integration:
Collect data on vehicle usage, maintenance history, and associated costs.
Clean the data and integrate maintenance logs for each vehicle.
Maintenance Schedule Optimization:
Use Excel’s AI capabilities to recommend optimal maintenance schedules based on vehicle usage and
guidelines.
Build a predictive model to forecast future maintenance needs based on historical performance.
Cost Tracking and Analysis:
Track and analyze maintenance costs for each vehicle.
Use AI to identify patterns in high-cost maintenance and suggest ways to reduce overall costs.
Fleet Utilization Analysis:
Track the usage of each vehicle to ensure optimal fleet utilization.
Use AI tools to forecast demand for vehicles and adjust fleet allocation accordingly.
Dashboard and Reporting:
Build an interactive dashboard to monitor fleet health, maintenance schedules, costs, and vehicle per
Provide reports summarizing key metrics such as total maintenance costs, downtime, and fleet efficie