The golden customer record
Picture this: a major European grocery chain wants to personalize the shopping experience — online and in-store. But customers are showing up in different systems under different IDs. Fragmented data. Messy journeys. No clarity.
Sachin Chauhan: “They were able to connect this anonymous customer to the known customer, which means they have to really understand who is this customer, and they were able to have to impact, number one, gain new customer based on the real-time personalization of offers or the coupons, which is contextual to that person and the geography. Secondly, once you know the customer, it is easy for you to also cross-sell if it is already an existing customer, you already have a lot more information about this person in your customer 360 degree platform. Once you're able to contextualize your offers, recommendations as per the customer needs, which is based not on your intuition but actually based on the data you already have, I think it gives rise to more sales and improved customer satisfaction.”
They used Process Intelligence to map out the customer journey and teach the AI what a “customer” actually looks like — across 100+ systems. With Process Intelligence input, they were able to forecast demand and cut inventory costs by $3 million, just by helping the AI understand when and where products were needed.
Sachin Chauhan: “This is one of the biggest retailer in Europe, and they were struggling with the customer experience and customer personalization. They were not able to map out the clear customer journey and they were not able to understand why they were having a huge amount of customer churn and the satisfaction score of their end user base is also going down. And that indirectly impacted their revenue. So this customer has decided to take up the process intelligence as one of the platform from Celonis to actually leverage it to connect with the different systems.”
AI agents need contextual input that can only come from the company and its processes.
Sachin Chauhan: “You need to first capture that information and then map it with the data you are already storing. Which means you have to first understand and connect the dots to create a golden record so that you understand who is this customer, and then you combine the information you are already holding with this customer. If this is a known customer and you find out in your golden records, in your customer data hub that this is the customer I already know, I can really push more contextual and personal recommendation or coupons, which are more making sense for him to buy, him or her to buy.”
Even more than that, Process Intelligence doesn’t just teach agents about customer behavior — it also adds critical information around things like stock levels, delays in delivery channels, and staffing shortages.
Sachin Chauhan: “Also another example which is with one of the biggest retailers, their challenge was the leakage in their processes. So process intelligence system from Celonis was able to help this retailer cut down on the inventory so they don't have to over provision. They were able to forecast their demand properly and they were able to cut down the additional cost, which in revenue is around $3 million for them, saving $3 million for them by just having a proper inventory fit for their demand so that they're not over maintaining or under provisioning.”
Now, imagine this AI agent: it recognizes that Sachin shops every Friday. It knows if his favorite brand of hummus is in stock, if the delivery route is reliable, and if he’s a high-priority customer.
And it doesn’t just report this. It acts on it. In real time.
Sachin Chauhan: “They have executed it for more than eight to nine months, and eventually that has given rise to the satisfaction score has gone up by two times, and their customer experience has also increased to a very satisfactory level. They also have been able to save cost on the manual effort while they have it in place, so they were able to save at least two million euros in cost by automating the manual efforts.”
This means AI can now make sense of a company’s unique processes with the context around it. It doesn’t just guess. It connects raw data from ERP, CRM, and supply chain systems — then translates it into a business-readable format. So instead of seeing table names and IDs, AI sees “invoice overdue” or “shipment delayed.” It finally understands how your business works. It’s not magic — it’s structured process knowledge.