Machine Learning Analytics

Machine Learning Analytics in Plain English

Enterprise-grade machine learning made accessible to everyone. No data science degree required.

What is Machine Learning in Scoop?

Machine learning finds patterns, makes predictions, and discovers insights that would be impossible to find manually. Scoop makes this power accessible through natural language.

Key Principles

  • No Code Required: Just ask questions naturally
  • Transparent Results: Understand what the ML found
  • Actionable Insights: Clear next steps, not just statistics
  • Trusted Algorithms: Industry-standard methods (J48, JRip, K-means)

Types of ML Analysis

1. ML_RELATIONSHIP - Predictive Analysis

What it does: Discovers which factors predict or influence an outcome

When to use it:

  • Understanding what drives behavior
  • Predicting future outcomes
  • Finding root causes
  • Risk assessment

Example: Customer Churn Prediction

You: "What factors predict customer churn?"

Scoop: 🤖 Running predictive analysis...

Decision Rules Discovered:

Rule 1 (Confidence: 89%):
IF last_login > 30 days 
   AND support_tickets > 3
   AND plan = "Basic"
THEN likely_to_churn = YES

Rule 2 (Confidence: 84%):
IF usage_decline > 50%
   AND contract_renewal < 60 days
THEN likely_to_churn = YES

Rule 3 (Confidence: 78%):
IF payment_failed = YES
   AND engagement_score < 3
THEN likely_to_churn = YES

Model Accuracy: 86.7%
Applied to current customers: 147 at high risk

Example: Sales Success Factors

You: "What predicts deal closure?"

Scoop: 🎯 Analyzing won vs lost opportunities...

Success Factors Found:

Factor 1: Response Time
- Respond within 2 hours → 73% close rate
- Respond after 24 hours → 19% close rate

Factor 2: Stakeholder Engagement  
- 3+ contacts engaged → 68% close rate
- Single contact → 23% close rate

Factor 3: Demo Completion
- Completed demo → 61% close rate
- No demo → 14% close rate

Combined Model: 82% accurate

2. ML_CLUSTER - Automatic Segmentation

What it does: Finds natural groupings in your data without predefined categories

When to use it:

  • Customer segmentation
  • Behavior pattern discovery
  • Anomaly detection
  • Market analysis

Example: Customer Segmentation

You: "Segment our customer base"

Scoop: 🎯 Discovering natural segments...

Found 4 Distinct Customer Segments:

📊 Segment 1: "Power Users" (15% of base)
- Characteristics:
  • Daily active usage
  • All features utilized  
  • Premium plan subscribers
  • Low support needs
- Business Value: $2,400/month average
- Retention: 95%
- Recommendation: Upsell add-ons, reference clients

💼 Segment 2: "Growing Businesses" (28% of base)
- Characteristics:
  • Steady usage growth
  • Adding users monthly
  • Mid-tier plans
  • Moderate support needs
- Business Value: $800/month average
- Retention: 78%
- Recommendation: Success coaching, feature training

🏢 Segment 3: "Enterprise Stable" (22% of base)
- Characteristics:
  • Consistent usage patterns
  • Many users, few admins
  • Custom contracts
  • Specific feature focus
- Business Value: $5,200/month average  
- Retention: 88%
- Recommendation: Executive engagement, strategic reviews

🚶 Segment 4: "At Risk" (35% of base)
- Characteristics:
  • Declining usage
  • Basic plans
  • High support contacts
  • Payment issues
- Business Value: $200/month average
- Retention: 42%
- Recommendation: Intervention program, downgrade options

Example: Behavioral Clustering

You: "Find patterns in user behavior"

Scoop: 🔍 Analyzing behavior patterns...

Discovered 5 Behavior Clusters:

Cluster A: "Morning Power Users"
- Login: 6-9 AM daily
- Actions: Bulk operations, exports
- Duration: 2-3 hour sessions

Cluster B: "Afternoon Collaborators"  
- Login: 1-4 PM
- Actions: Sharing, commenting
- Duration: Multiple short sessions

[Additional clusters...]

3. ML_GROUP - Population Comparison

What it does: Finds key differences between two groups you define

When to use it:

  • A/B test analysis
  • Performance comparisons
  • Competitive analysis
  • Before/after studies

Example: High vs Low Performers

You: "Compare high-value vs low-value customers"

Scoop: 🔬 Analyzing population differences...

Key Differentiators Found:

HIGH-VALUE CUSTOMERS:
✅ Onboarding: Completed in less than 7 days (92% vs 34%)
✅ Feature adoption: Use 8+ features (88% vs 23%)  
✅ Team size: 5+ users (79% vs 12%)
✅ Integration usage: 3+ connected tools (71% vs 8%)
✅ Support quality: Rates 4.5+ stars (94% vs 61%)

LOW-VALUE CUSTOMERS:
❌ Onboarding: Incomplete or more than 30 days
❌ Single user accounts (76%)
❌ No integrations (84%)
❌ Support tickets: 5x higher rate
❌ Contract: Month-to-month (89% vs 21%)

Statistical Significance: p less than 0.001
Discriminative Power: 91% accuracy

Example: Campaign Effectiveness

You: "Compare customers from Campaign A vs Campaign B"

Scoop: 📊 Comparing campaign cohorts...

Campaign A Customers:
- Higher initial engagement (+47%)
- Lower price sensitivity
- B2B focused (82%)
- Longer sales cycle (45 days avg)

Campaign B Customers:  
- Quick decisions (12 days avg)
- Price conscious
- B2C/SMB (77%)
- Higher churn risk (+23%)

ROI Analysis: Campaign A delivers 3.2x LTV

4. ML_PERIOD - Temporal Pattern Analysis

What it does: Analyzes how patterns changed between time periods

When to use it:

  • Before/after analysis
  • Seasonal pattern detection
  • Impact measurement
  • Trend identification

Example: Product Launch Impact

You: "How did customer behavior change after the new feature launch?"

Scoop: 📅 Comparing pre vs post launch...

Behavioral Changes Detected:

USAGE PATTERNS:
- Session frequency: +34% (3.2 → 4.3/week)
- Session duration: +21% (18 → 22 minutes)
- Feature adoption: +156% for new feature
- Core feature usage: -12% (substitution effect)

BUSINESS METRICS:
- Customer satisfaction: +0.7 points (8.1 → 8.8)
- Support tickets: -23% (feature eliminated pain point)
- Upgrade rate: +18% (premium feature driving upgrades)
- Churn rate: -2.3% (improved retention)

KEY INSIGHT: New feature successfully addressed user needs, driving engagement and revenue while reducing support burden.

Understanding ML Results

Confidence and Accuracy

Every ML result includes quality metrics:

Model Accuracy: How often the model is correct

  • 90%+ : Excellent, highly reliable
  • 80-90%: Good, actionable insights
  • 70-80%: Moderate, validate findings
  • Below 70%: Weak, need more data or features

Confidence Levels: Certainty for specific predictions

  • Shows as percentage with each rule/finding
  • Higher confidence = more reliable prediction
  • Based on data volume and pattern strength

Statistical Significance

Scoop automatically tests if patterns are real or random:

  • p less than 0.05: Statistically significant (95% confidence)
  • p less than 0.01: Highly significant (99% confidence)
  • Effect size: Practical importance beyond statistics

"No Pattern Found" - A Valuable Result

When Scoop reports no pattern:

Scoop: 📊 ML Analysis Complete

No significant patterns found between marketing spend and customer LTV.

What this means:
✓ These factors are likely independent
✓ Other variables may be more important
✓ Saves you from false optimization
✓ Focus efforts elsewhere

Suggestions:
- Try analyzing different variables
- Consider non-linear relationships
- Check data quality and volume

Interpreting ML Results

Decision Rules (IF-THEN)

Rules show clear cause-and-effect:

IF condition1 AND condition2 THEN outcome

Example:
IF industry = "Technology" 
   AND company_size > 100
   AND budget > $50K
THEN likely_to_buy = YES (87% confidence)

Feature Importance

Ranked list of what matters most:

Factors influencing renewal (by importance):
1. Usage frequency (34% impact)
2. Feature adoption (28% impact)
3. Support satisfaction (19% impact)
4. Contract length (11% impact)
5. Other factors (8% impact)

Cluster Characteristics

Natural groupings with descriptions:

Cluster "Champions":
- NPS Score: 9-10 (100%)
- Referrals given: 3+ (89%)
- Feature usage: Advanced (94%)
- Tenure: 12+ months (87%)

Best Practices

1. Ask Clear Prediction Questions

✅ Good:

  • "What predicts customer churn?"
  • "Which factors drive high performance?"
  • "What indicates fraud risk?"

❌ Avoid:

  • "Analyze everything"
  • "Find something interesting"
  • "Look at customers"

2. Ensure Sufficient Data

Minimum requirements:

  • Predictive models: 100+ examples
  • Clustering: 200+ records
  • Population comparison: 50+ per group
  • More data = better results

3. Include the Right Features

Best results when you have:

  • Mix of numeric and categorical data
  • Historical outcome data
  • Multiple potential factors
  • Clean, consistent data

4. Iterate and Refine

Start broad, then narrow:

  1. "What predicts churn?"
  2. "Focus on enterprise customers"
  3. "Look at last 6 months only"
  4. "Exclude seasonal factors"

5. Validate with Domain Knowledge

ML finds patterns, you provide context:

  • Do the results make business sense?
  • Are there confounding factors?
  • Is this correlation or causation?
  • How actionable are the insights?

Common ML Applications

Sales & Marketing

  • Lead scoring models
  • Campaign effectiveness
  • Customer segmentation
  • Churn prediction
  • Upsell opportunities

Operations

  • Fraud detection
  • Quality prediction
  • Resource optimization
  • Demand forecasting
  • Risk assessment

Customer Success

  • Health scoring
  • Intervention triggers
  • Success factors
  • Support prediction
  • Renewal likelihood

Product

  • Feature adoption patterns
  • User segmentation
  • Behavior prediction
  • A/B test analysis
  • Engagement drivers

Advanced ML Features

Ensemble Insights

Scoop combines multiple algorithms:

"What predicts success using all available methods?"

Combined Model Results:
- Decision Tree: 84% accurate
- Rule Induction: 86% accurate  
- Ensemble: 89% accurate ← Best model

Using ensemble for predictions...

Time-Series ML

ML with temporal awareness:

"Predict next month's churn accounting for seasonality"

Time-aware model includes:
- Seasonal patterns
- Trend analysis
- Cyclical factors
- External events

Filtered ML Analysis

ML on specific segments:

"What predicts churn for enterprise customers in Q4?"

Applying filters before ML:
- Segment: Enterprise only
- Time: Q4 data
- Result: Targeted insights

Quick Reference

ML Question Starters

  • "What predicts..."
  • "What factors influence..."
  • "Segment by behavior..."
  • "Find natural groups..."
  • "Compare X vs Y..."
  • "What changed after..."

Result Types

  • Rules: IF-THEN statements
  • Scores: Probability/likelihood
  • Segments: Natural groupings
  • Differences: Key distinctions
  • Importance: Ranked factors

Quality Indicators

  • ✅ Look for 80%+ accuracy
  • ✅ Check confidence levels
  • ✅ Verify sample sizes
  • ✅ Consider business logic
  • ✅ Test on new data

Next Steps

  1. Start Simple: Pick one outcome to predict
  2. Experiment: Try different ML types
  3. Iterate: Refine based on results
  4. Act: Implement insights
  5. Monitor: Track prediction accuracy

Machine learning is now as easy as asking a question. Let Scoop handle the complexity while you focus on the insights.