How to Write a Case Study Analysis
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When writing a business case study analysis , you must first have a good understanding of the case study . Before you begin the steps below, read the business case carefully, taking notes all the while. It may be necessary to read the case several times to get all of the details and fully grasp the issues facing the group, company, or industry.
As you are reading, do your best to identify key issues, key players, and the most pertinent facts. After you are comfortable with the information, use the following step-by-step instructions (geared toward a single-company analysis) to write your report. To write about an industry, just adapt the steps listed here to discuss the segment as a whole.
Step 1: Investigate the Company’s History and Growth
A company’s past can greatly affect the present and future state of the organization. To begin, investigate the company’s founding, critical incidents, structure, and growth. Create a timeline of events, issues, and achievements. This timeline will come in handy for the next step.
Step 2: Identify Strengths and Weaknesses
Using the information you gathered in step one, continue by examining and making a list of the value creation functions of the company. For example, the company may be weak in product development but strong in marketing. Make a list of problems that have occurred and note the effects they have had on the company. You should also list areas where the company has excelled. Note the effects of these incidents as well.
You're essentially conducting a partial SWOT analysis to get a better understanding of the company's strengths and weaknesses. A SWOT analysis involves documenting things like internal strengths (S) and weaknesses (W) and external opportunities (O) and threats (T).
Step 3: Examine the External Environment
The third step involves identifying opportunities and threats within the company’s external environment. This is where the second part of the SWOT analysis (the O and the T) comes into play. Special items to note include competition within the industry, bargaining powers, and the threat of substitute products. Some examples of opportunities include expansion into new markets or new technology. Some examples of threats include increasing competition and higher interest rates.
Step 4: Analyze Your Findings
Using the information in steps 2 and 3, create an evaluation for this portion of your case study analysis. Compare the strengths and weaknesses within the company to the external threats and opportunities. Determine if the company is in a strong competitive position, and decide if it can continue at its current pace successfully.
Step 5: Identify Corporate-Level Strategy
To identify a company’s corporate-level strategy, identify and evaluate the company’s mission , goals, and actions toward those goals. Analyze the company’s line of business and its subsidiaries and acquisitions. You also want to debate the pros and cons of the company strategy to determine whether or not a change might benefit the company in the short or long term.
Step 6: Identify Business-Level Strategy
Thus far, your case study analysis has identified the company’s corporate-level strategy. To perform a complete analysis, you will need to identify the company’s business-level strategy. (Note: If it is a single business, without multiple companies under one umbrella, and not an industry-wide review, the corporate strategy and the business-level strategy are the same.) For this part, you should identify and analyze each company’s competitive strategy, marketing strategy, costs, and general focus.
Step 7: Analyze Implementations
This portion requires that you identify and analyze the structure and control systems that the company is using to implement its business strategies. Evaluate organizational change, levels of hierarchy, employee rewards, conflicts, and other issues that are important to the company you are analyzing.
Step 8: Make Recommendations
The final part of your case study analysis should include your recommendations for the company. Every recommendation you make should be based on and supported by the context of your analysis. Never share hunches or make a baseless recommendation.
You also want to make sure that your suggested solutions are actually realistic. If the solutions cannot be implemented due to some sort of restraint, they are not realistic enough to make the final cut.
Finally, consider some of the alternative solutions that you considered and rejected. Write down the reasons why these solutions were rejected.
Step 9: Review
Look over your analysis when you have finished writing. Critique your work to make sure every step has been covered. Look for grammatical errors , poor sentence structure, or other things that can be improved. It should be clear, accurate, and professional.
Business Case Study Analysis Tips
Keep these strategic tips in mind:
- Know the case study backward and forward before you begin your case study analysis.
- Give yourself enough time to write the case study analysis. You don't want to rush through it.
- Be honest in your evaluations. Don't let personal issues and opinions cloud your judgment.
- Be analytical, not descriptive.
- Proofread your work, and even let a test reader give it a once-over for dropped words or typos that you no longer can see.
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Q. Need help with writing a case study analysis?
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Answered By: Coleen Neary Last Updated: Jun 02, 2023 Views: 240670
A case study analysis requires you to investigate a business problem, examine the alternative solutions, and propose the most effective solution using supporting evidenc e.
Before you begin writing, follow these guidelines to help you prepare and understand the case study:
- Take notes, highlight relevant facts, and underline key problems.
- Identify two to five key problems
- Why do they exist?
- How do they impact the organization?
- Who is responsible for them?
- Review course readings, discussions, outside research, and your experience.
- Consider strong supporting evidence, pros, and cons: is this solution realistic?
Once you have gathered the necessary information, a draft of your analysis should include these sections:
- Identify the key problems and issues in the case study.
- Formulate and include a thesis statement, summarizing the outcome of your analysis in 1–2 sentences.
- Set the scene: background information, relevant facts, and the most important issues.
- Demonstrate that you have researched the problems in this case study.
- Outline possible alternatives (not necessarily all of them)
- Explain why alternatives were rejected
- Why are alternatives not possible at this time?
- Provide one specific and realistic solution
- Explain why this solution was chosen
- Support this solution with solid evidence
- Concepts from class (text readings, discussions, lectures)
- Outside research
- Personal experience (anecdotes)
- Determine and discuss specific strategies for accomplishing the proposed solution.
- If applicable, recommend further action to resolve some of the issues
- What should be done and who should do it?
After you have composed the first draft of your case study analysis, read through it to check for any gaps or inconsistencies in content or structure: Is your thesis statement clear and direct? Have you provided solid evidence? Is any component from the analysis missing?
Source : University of Arizona Writing Center. (n.d.). Writing a case study analysis . URL: https://writingcenter.uagc.edu/writing-case-study-analysis
- For additional help with the final draft on revisions and editing, please refer to Writing@APUS, The Final Product for tips on proofreading,
- Looking for other business writing resources? See: How to Find Business Communication & Writing Resources
Questions? Contact the library .
- How do I find case studies about my research topic?
- How can I find case study articles about metaphors in organizations?
- Analyze a case study (Cenage)
- Write a case study analysis (Cenage)
- How to Write and Format a Business Case Study (ThoughtCo,)
- Boston Univerity Libguide | Open Access Business Case Studies
- Free Management Library | Basics of Developing Case Studies
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How to write a business case study: your complete guide
Hanna Stechenko Manager, SEO Management
Business case studies are powerful tools for marketing, teaching, and training. They help to create valuable learning experiences that can be shared with others.
A well-written business case study can also generate leads, increase customer loyalty, and boost sales.
But writing an effective and compelling case study can be easier said than done.
Great case studies aren’t something that you can write by yourself.
You’ll need help from existing clients who are willing to talk about their problems publicly, and you’ll need to safeguard their reputation while you tell their story.
In this article, we’ll take a closer look at how to write a business case study, including best practices, case study templates, real examples, and more.
Let’s jump in.
What is a business case study?
A business case study is an in-depth look at a specific company or organization that examines how a business solved a problem, achieved success, or faced failure.
Case studies are often used by businesses to demonstrate the effectiveness of their strategies and solutions.
They can also serve as inspiration for other organizations that may be considering similar approaches.
The idea is simple: Stakeholders evaluating a product may be able to see the value of that product by learning how other companies have tried and succeeded with it.
For that reason, 42% of marketers still list case studies as a top media format used to generate leads and sales.
Strong case studies are often based on interviews with actual customers to highlight the effectiveness of a specific feature, explain a certain use case, or emphasize benefits or results of note.
Done correctly, a case study combines customer testimonials, process information, and usage data to tell a unique story about how a product or service helped a company succeed.
That’s why case studies are sometimes known as customer success stories.
What makes a strong case study?
Before we jump into the details of how to make a great case study, let’s take a closer look at what a strong case study actually looks like.
To create a great case study, you’ll need each of the following:
- Clear, compelling storylines. A good case study should include a clear story line that conveys the problem, solution, and the impact of the solution.
- A strong presentation of data. Demonstrate how your product or service has made an impact on the customer’s business with documented facts and figures.
- Credible client testimonials. Include feedback from real clients and users about how your product or service solved their issue. With permission, use a person’s real name and job title and personal experience to add credibility to your case study.
- Streamlined visuals. Graphics, photos, charts and/or videos can help illustrate results in an engaging and easy to understand way.
- Call to action. Always include a link to more information or a contact form at the end of your case study.
While all of these components are essential to great case studies, they aren’t always easy to acquire. Be prepared to dig for information and work closely with customers to build compelling content.
Why use case studies at all?
Great case studies can take some time to create.
Considering budgets and deadlines, why should you even bother using them when you could create more landing pages, buy more ads, or write more blog posts?
It’s a fair point to consider.
Case studies come with a unique set of benefits for your marketing strategy that other forms of content simply can’t fill.
1. They can last a long time
A single case study can be used as sales and marketing collateral as long as the feature products or services are still relevant.
If your products have a long lifespan, the same piece of content may be useful for months or years.
2. They’re relatively inexpensive
Case studies are relatively inexpensive to produce compared to other forms of marketing, such as white papers, e-books, and long-form blog content.
3. They drastically boost your credibility
Done correctly, case studies demonstrate the effectiveness of your products and services from the perspective of customers who have benefited directly from using them.
In a sense, case studies represent your products and services through the eyes of customers who have already taken the proverbial leap of faith.
When speaking to prospects and leads who aren’t fully bought in, they can minimize risk and offer assurances in a way that no other piece of sales and marketing collateral can match.
With all of that preliminary information out of the way, let’s take a closer look at how to actually build an effective case study.
Before you start: Understanding stakes and obstacles
The strongest case studies are usually created in collaboration between two companies: Your organization and that of a current or former customer with whom you have a good relationship.
At a high level, the process is straightforward:
- Question creation . Your team compiles a list of interview questions designed to tell a compelling story for new, prospective customers.
- Interview. Your team interviews a representative or stakeholder from the customer-partner organization.
- Draft. After the interview is complete, your team transforms the interview into a complete narrative.
- Feedback round. The customer-partner reviews the draft and provides feedback and input.
- Final draft. Your team makes corrections based on that feedback and resubmits for final approval.
- Final approval. The customer-partner approves the draft.
- Publish. Your team creates marketing collateral and publishes or shares the case study.
Unfortunately, the process is rarely this smooth.
There are several outlying factors that can stop your case in its tracks or prevent it from ever seeing the light of day.
Here are some factors that you’ll need to consider before you start the case study process.
Potential interview targets are more likely to agree to an interview if they have a strong relationship with someone on your team, like an account manager or a longtime sales rep.
Without a way to get your foot in the door, your interview request may be politely declined.
People are busy.
It’s not uncommon for the interval between reviews and approvals to take weeks at a time.
Because case study drafts need to be approved by both parties, expect delays while your drafts are circulated through your partner organizations.
Even if your product or service helped an organization overcome a huge obstacle, they may not want to talk about that weakness in a public forum.
Many companies are very cautious about anything that portrays their brand in an unfavorable light.
If your customer-partner doesn’t like what you’ve written, they may simply forbid you to use their name, logos, or data as part of your case study.
Moving forward without their permission could cause legal issues and damage customer relationships.
Sometimes, it’s impossible to get final approvals from the appropriate individuals in the customer-partner organization.
If HR or legal needs to sign off on the final product before it can be officially released, it could take weeks or months before that final approval comes through.
Above all else, remember: The customer-partner that agrees to help you create a case study is doing you a favor.
Most of the time, the customer-partner receives no benefit from the time and effort spent creating this piece.
They can’t use it to sell their own services, and they may reveal information and data that demonstrates a weakness in their management or internal process.
Keep that information in mind as you select your customer partners.
Be sure to treat these partners with care and respect, as a bad case study experience can damage a healthy customer relationship.
Step 1: Planning and prep
Business case studies will usually fall under the domain of your marketing team, but you’ll need to be specific when assigning project tasks and responsibilities.
Here’s what you need in order to create a case study:
- Internal project stakeholder. This individual oversees the project internally. They assign tasks, handle outreach, and oversee the production and delivery of the case study.
- External project stakeholder. The individual at the customer organization who agrees to help. This person may or may not be the individual who is interviewed by your organization.
- Interviewer. The individual who conducts the interview.
- Writer. The individual who writes the case study.
- Project manager. The individual who manages the case study project and ensures that deadlines are met.
- Internal editor or approver. The individual who reviews the case study and provides feedback or final approvals.
- External editor or approver. The individual at the customer organization who reviews the case study and provides feedback or final approvals.
- Designer. The individual who formats the case study, provides data-based graphics and illustration, or produces the final product file (typically a PDF or web page) with the case study and all relevant content.
Sometimes, these roles are combined.
The internal project stakeholder may also manage the product and provide editorial feedback after the case study is written.
Or, if you’re working with a freelancer for this process, they may conduct the interview, write the draft, and furnish a final design.
Next, consider your goals:
- Why are you writing this case study? Do you have a specific goal, such as boosting lead generation or improving customer lifetime value (CLV)?
- If your case study is angled to grow business with existing customers, you may select different features from case studies meant to introduce prospective customers to your products.
- This could include add-on services or premium product features.
- Do you have any new products, services or updates you’d like to share with the world?
- Do you have a new positioning strategy?
After you’ve defined your objectives, it’s time to start considering who you might want to interview.
1. Make your list specific
Include the company name, any relevant notes and the name of the intended stakeholders to be interviewed.
2. Only include notable candidates
Make sure that your interview targets have experienced substantial or notable results with your product.
Look for clients who have experienced exceptional and transformative outcomes while using your product or service.
3. Consider existing relationships
Look for clients that already have a strong working relationship with you.
If they regularly work with an account manager or are in constant contact with specific team members, consider bringing those individuals into the conversation early.
Once you have your targets, reach out, explain your project, and see if the customer is interested in participating.
When you ask for an interview, be sure to mention the following details:
- The purpose of the case study and what you’re ultimately trying to accomplish.
- A brief overview of the case study process (including the interview process and what happens next).
- Timeframes and estimated deadlines.
- A general idea of the kinds of questions they may be asked.
- Explain scenarios for how and where the case study may be used (you’ll need their permission to share it with your audiences).
- Thank them for their time.
If they agree, start scheduling your timeline.
Work backwards from the date you’d like to publish, then build in dates for reviews and edits. Also create a flexible internal deadline for securing a client interview.
Since you’ll need to align your schedule with that of your interviewee, pinpointing an actual interview date can take some time.
Step 2: The interview process
As we mentioned above: Most of the time, the customer-partner that agrees to help you with your case study receives no major benefit from the project.
It helps you, but it doesn’t usually help them.
With that in mind, your goal during the interview process is to make things as easy, streamlined, and stress-free as possible.
One major step that you can take to calm nerves and prevent misunderstandings is to send an interview questionnaire prior to your interview.
This will help your customer-partner understand your main objectives and prepare their responses in advance.
Here are a few sample questions you might use:
- How many team members use our product/service? Which departments?
- What were your challenges before using our product/service/process?
- What made you leave your previous solution for our product?
- How do you use our product/service/process?
- What features or tools have been the most helpful for your business?
- If you asked us for help, how did we provide you with what you need? We’d like to understand this from your perspective.
- How have you benefited from our offering–and what have been your greatest results to date? Please provide specific metrics, if possible.
- What surprised you most about using our product/service/process?
- How have your customers or clients benefited from your use of our products or services?
- Is there anything else you would like us to know?
When you sit down to interview the client, it’s easiest to follow the interview questions that you sent over and simply record their responses.
However, don’t just stick to the script during the actual interview . Listen and actively engage with your interviewee.
Ask follow-up questions. Clarify details. Explore the answers in real time with your interviewee.
Use the opportunity to dig deeper and gather all the information you need to tell the right story to your prospects and leads.
You might also use a tool like Otter.ai to record and capture the transcript at the same time, but be sure to have your customer-partner sign a recording permission release if you intend to use sound bytes from that recording as part of your final case study.
Step 3: Writing your business case study
Ideally, the interview is the last piece of information you need before writing your case study.
All of the background information and preliminary work should be done as part of the interview preparation.
When you finish speaking with the customer-partner, it’s time to consolidate your notes and write the draft.
Before you begin, take a moment to review your overall objectives and the story that you want to tell. From there, select a format for your case study and start the draft.
Regardless of the modules, headings, or illustrations that you use, the case study should cover what life was like before the customer started using your product or service and what happened after they adopted those products/services into their workflow.
Sample case study outline
A brief description of the case study’s contents (bullet point key metrics and successes).
2. Company overview
A brief description of the featured company — what they do, who their customers are, what they sell, etc. Include brief background/context as to how they use your product, service or process.
3. Problem / Challenge
Describe the business problem or opportunity that your customer was facing before they started using your product or service.
Include strong quotes and fully illustrate why the issue was a problem that needed to be solved.
Explain how the customer used your product to solve their problem.
Share their decision-making process, how they arrived at your solution, what convinced them to purchase, and how they implemented that solution internally.
Share benefits and features that stood out to them. Reinforce these details with quotes from your interview.
Summarize the outcome from the customer’s implementation of your product, service, or process.
Recap their wins, as well as the major improvements that they have seen over both the short and long term.
Add data and metrics, where relevant. Include quotes about how the current solution empowers the company and solves their problems.
6. About us
Share a brief explanation of your company and the products or services you provide.
7. Call-to-action (CTA)
Add a call to action with the appropriate contact information (or a contact button, if this is a web-based case study) so that users can get in touch for additional information after reading the case study.
When it’s time to start writing, gather all relevant information and relevant links (white papers, other case studies, sales and spec sheets, etc.) to make sure you have access to the full scope of information related to the products and services mentioned in your case study.
Your goal isn’t to overload the reader by explaining everything. Instead, focus on creating a benefits-driven story around the features that your products and services provide.
Use data and details to provide precise information at key points.
It’s likely that you will need to bridge the information gap between your interviewee and your target audience.
Since your clients know you understand your product or service, they’re likely to answer your questions in broader terms.
However, your readers will not be as familiar with your organization and may only have limited experience with what you sell.
Instead, you’ll need to provide context as you write. If your business has buyer personas or ideal customer profiles (ICP), it’s a great idea to keep those on hand.
It’s also important to reserve enough writing time to get creative. Thoughtfully work your way through your materials to come up with the type of angle that will make your case study worthwhile.
- Start with an attention-grabbing, relevant headline.
- Avoid lengthy explanations unless you’re working on a more complex case study.
- If you’re writing a business case study that’s complicated because of the subject matter or necessary background information, consider starting the content with an executive summary to improve readability.
- Only include a table of contents for lengthier case studies.
- Write in the third person.
- Avoid alienating your readers by assuming they’ll understand technical details. Skip the jargon and explain every acronym to hold their attention the entire way.
- A good business case study is a story. Make sure it has a strong beginning, middle, and end. A conversational tone often works best.
- Keep it focused. Don’t highlight a million wins for a single case study. Pick one or two combinations of challenges and solutions instead. If you include more, you might dilute your message or bore your readers.
- Always include direct quotes for an added dose of personality, energy, and human connection.
- Include stats or metrics whenever possible, such as increased revenue, the number of new customers gained, or a measurable boost in traffic.
- If you’re in a very visual industry like graphic design, advertising, fashion, or interior design, include on-brand images where relevant.
- Standard case study length: Roughly 500-1000 words.
- Long-form case study: Roughly 1500-2000 words.
- Make your customer-partner the hero. While your products and services are key to customer success, they are ultimately there to aid the customer in the important work that they do.
Revise and review
Once you’ve completed your case study draft, take a few minutes to re-read everything and ensure that the draft tells the right story.
- Double-check that all facts and figures are correct.
- Set it aside for a time and get some distance. Return to the draft with a fresh perspective.
- Pass it to your colleagues, including internal stakeholders and approvers, for feedback.
- Provide enough details and context so that readers can see customer benefits and how your solution can help them succeed.
Seek client approval
When you’re satisfied with your case study, it’s time to send a copy of the draft to your client for their review and approval.
This is an important step in ensuring maximum transparency and visibility.
Your customer partner should know exactly what you plan to share and have enough time to share it with key stakeholders from their marketing and/or legal department.
It is highly likely that your customer-partner will request changes.
Some changes may be simple (such as clarifying job roles), but others may be more drastic.
Your customer partner may request that you remember sensitive data and details or phrase issues in a more favorable light.
Most organizations seek to avoid bad press and prefer not to point out key weaknesses in their internal processes and strategies.
Be prepared to soften your language or advocate to keep key data points in place.
This is often one of the most critical parts of the case study process. Proceed with caution and choose your battles wisely.
While you can push back on suggested changes, remember that your customer-partner can rescind the use of their name and information in your case study.
Though you can choose to publish anyway (with names and titles omitted), your case study would be far less influential as a result.
Regardless of the potential gains from a case study, it’s not worth poisoning a relationship with a customer that actively uses and promotes your product.
Step 4: Marketing your case study
When you have the finished product, it’s time to share and promote your case study. Think about using these channels:
- A dedicated landing page.
- The resources section of your website.
- Your company blog.
- One or a series of marketing emails.
- Social media.
- Custom infographic.
Requiring readers to fill out a short online form to get the download may allow sales and marketing teams to connect with potential leads.
If you do go the gated route, be sure the conditions of opting in are crystal clear. And feature a couple of non-gated case studies on your site for everyone who’d prefer to skip the forms.
Regardless of how you market your case study, don’t forget about your sales team!
Sales reps will get a lot of use out of your case studies.
They can feature them as links in their email signatures and include them in sales emails and proposals for new clients and potential customers.
Ready to get started? Try out this case study presentation template .
Good case study examples (and why they work)
If you’re struggling with case studies, you can find plenty of great examples around the internet.
Start reading well-executed case studies to learn more about what makes them work.
Below, you’ll find a selection of three very different but successful case studies.
PandaDoc case study
Intro : Before diving into the body of the case study, we briefly introduced the company, TPD, and highlighted three major metrics for a promising start.
The problem: We quickly engaged readers with our conversational tone. We also invited them to walk in TPD’s shoes through empathetic language and relatable context.
Challenges, solutions, and results: We took readers on a storytelling journey to help our case study flow. We gave them enough information to understand the “why”, but never bogged them down with unnecessary details. We were also sure to include supporting quotes and specific, measurable results in these critical sections.
Pull quote: We reserved the very best quote as the only pull quote, ensuring it would receive the attention it deserves.
Format: Finally, every time we mentioned a new company, we gave it a hyperlink to help readers save time.
Trello case study
Unicef + trello: helping others when they need it most.
Facts and figures : Trello opens the case study with great at-a-glance information, sharing insights into UNICEF as an organization and their relationship with Trello products.
Challenges, solutions, and results: This case study takes readers through a detailed narrative, providing statistics and metrics whenever possible. Readers are immersed into the story of exactly how UNICEF used Trello to help thousands of people during a natural disaster, offering enough detail to spark use case inspiration for other Trello users.
Photos: Trello included photos of actual UNICEF employees working remotely around the globe. The pictures gave the case study a personal feel, which could help readers better identify with the story.
Readers are reminded of the unique challenges of working together while apart to start considering how Trello might be able to help them find the solutions they need. Remember, the best case studies are relatable to all of your prospects!
Format: Its structure makes this longer case study easy to read. Sections of text are kept short while bullet points and pull quotes provide visual breaks.
Finally, hyperlinks to organizations’ websites open in separate tabs to help prevent losing case study readers along the way.
Stripe case study
Simplepractice launches automatic payments offering for clinicians with stripe.
Intro: In just two sentences, Stripe successfully manages to explain what SimplePractice is, what they offer, who they serve, how they serve them, and the benefits those clients gain.
While it’s not necessary to be this brief, readers will be more likely to read your entire intro if it’s on the shorter side.
Sidebar : The sidebar draws eyes to keep reading with two impressive metrics and a brightly-hued CTA button to “contact sales”.
Challenge and solution: These sections read like a story, with each sentence enticing the reader to continue to the next. It’s also great that a quote from SimplePractice’s COO is used to add context, emphasizing the gravity of their challenge.
Results: Stripe gives a lot of detail here for a strong close to the case study. After explaining how their offering brought ease to SimplePractice’s business, they went on to share detailed specifics on what made things easier and in what ways.
They also explained how their offering improved the businesses of SimplePractice’s clients. It’s highly persuasive for readers to understand they have the opportunity to not only benefit their own companies but also those of their clients.
Pull quote: The case study ends with a strong pull quote in a can’t-miss-it color.
Format: Stripe has a great case study format.
The truth is: No matter how much you talk up your product, you’re a biased participant in any conversation. You have an ulterior motive, and that makes any direct claims you make about your product or service questionable.
Why? Because you want to sell your product!
Case studies offer an alternative way to soften your messaging by allowing prospects and potential buyers to hear from the people who use your products in real-world, everyday situations.
By placing your customers and their experiences at the front of your marketing, you can use trust and relatability to bridge a gap in a way that numbers and data just can’t provide.
Your customers already have great stories about how your solutions have transformed the work that they do.
Help them speak and share those stories with the people who need to hear them most with a case study.
Good luck? Be sure to check out other marketing tips and tricks on the PandaDoc blog .
Frequently asked questions
What is the best business case study format.
The best business case study format depends on the nature of the results and what you’re trying to achieve. You can figure that out by carefully reviewing your customer success stories and interviews.
- What stands out the most?
- What are you trying to achieve?
- How can you use your layout to guide readers through your story?
- What is your industry or what is the industry of your featured client?
Pro tip : Some interviews are more quotable than others. If you have too many great quotes to include them in your featured sections, consider adding a few pull quotes to your layout.
How do I create a business case study outline?
To create a business case study outline, list all of your featured sections and use bullet points to note subsections and what should be covered.
Most case studies feature the following sections:
- Brief Description of Customer’s Business
- About Us / Boilerplate
- Call-to-Action (CTA).
But outlines aren’t just for traditional case studies. Use outlines to guide your infographic and video versions too.
What are some case study best practices?
Best practices for writing case studies include:
- Crafting short, easy-to-digest sections.
- Weaving in a narrative for engaging storytelling.
- Starting with an engaging headline.
- Writing in layman’s terms.
- Explaining any necessary acronyms.
- Including any supporting metrics or statistics.
- Using direct quotes to bring your customer’s story to life.
Also, be sure to get the approval of your client and their marketing team after you’ve had time to review your first draft and fact-check all information.
Where can I find a good case study design template?
You can find a good case study design template on PandaDoc.
Our company’s expertise is spot-on and the case study templates are free. Also, don’t be afraid to branch out. Let’s say you have a big following on YouTube or Spotify.
You might want to create a video or podcast version of your case study for readers who prefer audiovisual information.
Or, you may want to add multimedia content to your case study, such as a video insert or or audio clip.
Originally published October 27, 2022, updated March 30, 2023
Proposals 13 min
Proposals 14 min
Proposals 12 min
How to Write a Case Study: Bookmarkable Guide & Template
Published: November 30, 2023
Earning the trust of prospective customers can be a struggle. Before you can even begin to expect to earn their business, you need to demonstrate your ability to deliver on what your product or service promises.
Sure, you could say that you're great at X or that you're way ahead of the competition when it comes to Y. But at the end of the day, what you really need to win new business is cold, hard proof.
One of the best ways to prove your worth is through a compelling case study. In fact, HubSpot’s 2020 State of Marketing report found that case studies are so compelling that they are the fifth most commonly used type of content used by marketers.
Below, I'll walk you through what a case study is, how to prepare for writing one, what you need to include in it, and how it can be an effective tactic. To jump to different areas of this post, click on the links below to automatically scroll.
Case Study Definition
Case study templates, how to write a case study.
- How to Format a Case Study
Business Case Study Examples
A case study is a specific challenge a business has faced, and the solution they've chosen to solve it. Case studies can vary greatly in length and focus on several details related to the initial challenge and applied solution, and can be presented in various forms like a video, white paper, blog post, etc.
In professional settings, it's common for a case study to tell the story of a successful business partnership between a vendor and a client. Perhaps the success you're highlighting is in the number of leads your client generated, customers closed, or revenue gained. Any one of these key performance indicators (KPIs) are examples of your company's services in action.
When done correctly, these examples of your work can chronicle the positive impact your business has on existing or previous customers and help you attract new clients.
Free Case Study Templates
Showcase your company's success using these three free case study templates.
- Data-Driven Case Study Template
- Product-Specific Case Study Template
- General Case Study Template
You're all set!
Click this link to access this resource at any time.
Why write a case study?
I know, you’re thinking “ Okay, but why do I need to write one of these? ” The truth is that while case studies are a huge undertaking, they are powerful marketing tools that allow you to demonstrate the value of your product to potential customers using real-world examples. Here are a few reasons why you should write case studies.
1. Explain Complex Topics or Concepts
Case studies give you the space to break down complex concepts, ideas, and strategies and show how they can be applied in a practical way. You can use real-world examples, like an existing client, and use their story to create a compelling narrative that shows how your product solved their issue and how those strategies can be repeated to help other customers get similar successful results.
2. Show Expertise
Case studies are a great way to demonstrate your knowledge and expertise on a given topic or industry. This is where you get the opportunity to show off your problem-solving skills and how you’ve generated successful outcomes for clients you’ve worked with.
3. Build Trust and Credibility
In addition to showing off the attributes above, case studies are an excellent way to build credibility. They’re often filled with data and thoroughly researched, which shows readers you’ve done your homework. They can have confidence in the solutions you’ve presented because they’ve read through as you’ve explained the problem and outlined step-by-step what it took to solve it. All of these elements working together enable you to build trust with potential customers.
4. Create Social Proof
Using existing clients that have seen success working with your brand builds social proof . People are more likely to choose your brand if they know that others have found success working with you. Case studies do just that — putting your success on display for potential customers to see.
All of these attributes work together to help you gain more clients. Plus you can even use quotes from customers featured in these studies and repurpose them in other marketing content. Now that you know more about the benefits of producing a case study, let’s check out how long these documents should be.
How long should a case study be?
The length of a case study will vary depending on the complexity of the project or topic discussed. However, as a general guideline, case studies typically range from 500 to 1,500 words.
Whatever length you choose, it should provide a clear understanding of the challenge, the solution you implemented, and the results achieved. This may be easier said than done, but it's important to strike a balance between providing enough detail to make the case study informative and concise enough to keep the reader's interest.
The primary goal here is to effectively communicate the key points and takeaways of the case study. It’s worth noting that this shouldn’t be a wall of text. Use headings, subheadings, bullet points, charts, and other graphics to break up the content and make it more scannable for readers. We’ve also seen brands incorporate video elements into case studies listed on their site for a more engaging experience.
Ultimately, the length of your case study should be determined by the amount of information necessary to convey the story and its impact without becoming too long. Next, let’s look at some templates to take the guesswork out of creating one.
To help you arm your prospects with information they can trust, we've put together a step-by-step guide on how to create effective case studies for your business with free case study templates for creating your own.
Tell us a little about yourself below to gain access today:
And to give you more options, we’ll highlight some useful templates that serve different needs. But remember, there are endless possibilities when it comes to demonstrating the work your business has done.
1. General Case Study Template
Do you have a specific product or service that you’re trying to sell, but not enough reviews or success stories? This Product Specific case study template will help.
This template relies less on metrics, and more on highlighting the customer’s experience and satisfaction. As you follow the template instructions, you’ll be prompted to speak more about the benefits of the specific product, rather than your team’s process for working with the customer.
4. Bold Social Media Business Case Study Template
You can find templates that represent different niches, industries, or strategies that your business has found success in — like a bold social media business case study template.
In this template, you can tell the story of how your social media marketing strategy has helped you or your client through collaboration or sale of your service. Customize it to reflect the different marketing channels used in your business and show off how well your business has been able to boost traffic, engagement, follows, and more.
5. Lead Generation Business Case Study Template
It’s important to note that not every case study has to be the product of a sale or customer story, sometimes they can be informative lessons that your own business has experienced. A great example of this is the Lead Generation Business case study template.
If you’re looking to share operational successes regarding how your team has improved processes or content, you should include the stories of different team members involved, how the solution was found, and how it has made a difference in the work your business does.
Now that we’ve discussed different templates and ideas for how to use them, let’s break down how to create your own case study with one.
- Get started with case study templates.
- Determine the case study's objective.
- Establish a case study medium.
- Find the right case study candidate.
- Contact your candidate for permission to write about them.
- Ensure you have all the resources you need to proceed once you get a response.
- Download a case study email template.
- Define the process you want to follow with the client.
- Ensure you're asking the right questions.
- Layout your case study format.
- Publish and promote your case study.
1. Get started with case study templates.
Telling your customer's story is a delicate process — you need to highlight their success while naturally incorporating your business into their story.
If you're just getting started with case studies, we recommend you download HubSpot's Case Study Templates we mentioned before to kickstart the process.
2. Determine the case study's objective.
All business case studies are designed to demonstrate the value of your services, but they can focus on several different client objectives.
Your first step when writing a case study is to determine the objective or goal of the subject you're featuring. In other words, what will the client have succeeded in doing by the end of the piece?
The client objective you focus on will depend on what you want to prove to your future customers as a result of publishing this case study.
Your case study can focus on one of the following client objectives:
- Complying with government regulation
- Lowering business costs
- Becoming profitable
- Generating more leads
- Closing on more customers
- Generating more revenue
- Expanding into a new market
- Becoming more sustainable or energy-efficient
3. Establish a case study medium.
Next, you'll determine the medium in which you'll create the case study. In other words, how will you tell this story?
Case studies don't have to be simple, written one-pagers. Using different media in your case study can allow you to promote your final piece on different channels. For example, while a written case study might just live on your website and get featured in a Facebook post, you can post an infographic case study on Pinterest and a video case study on your YouTube channel.
Here are some different case study mediums to consider:
Written Case Study
Consider writing this case study in the form of an ebook and converting it to a downloadable PDF. Then, gate the PDF behind a landing page and form for readers to fill out before downloading the piece, allowing this case study to generate leads for your business.
Video Case Study
Plan on meeting with the client and shooting an interview. Seeing the subject, in person, talk about the service you provided them can go a long way in the eyes of your potential customers.
Infographic Case Study
Use the long, vertical format of an infographic to tell your success story from top to bottom. As you progress down the infographic, emphasize major KPIs using bigger text and charts that show the successes your client has had since working with you.
Podcast Case Study
Podcasts are a platform for you to have a candid conversation with your client. This type of case study can sound more real and human to your audience — they'll know the partnership between you and your client was a genuine success.
4. Find the right case study candidate.
Writing about your previous projects requires more than picking a client and telling a story. You need permission, quotes, and a plan. To start, here are a few things to look for in potential candidates.
It helps to select a customer who's well-versed in the logistics of your product or service. That way, he or she can better speak to the value of what you offer in a way that makes sense for future customers.
Clients that have seen the best results are going to make the strongest case studies. If their own businesses have seen an exemplary ROI from your product or service, they're more likely to convey the enthusiasm that you want prospects to feel, too.
One part of this step is to choose clients who have experienced unexpected success from your product or service. When you've provided non-traditional customers — in industries that you don't usually work with, for example — with positive results, it can help to remove doubts from prospects.
While small companies can have powerful stories, bigger or more notable brands tend to lend credibility to your own. In fact, 89% of consumers say they'll buy from a brand they already recognize over a competitor, especially if they already follow them on social media.
Customers that came to you after working with a competitor help highlight your competitive advantage and might even sway decisions in your favor.
5. Contact your candidate for permission to write about them.
To get the case study candidate involved, you have to set the stage for clear and open communication. That means outlining expectations and a timeline right away — not having those is one of the biggest culprits in delayed case study creation.
Most importantly at this point, however, is getting your subject's approval. When first reaching out to your case study candidate, provide them with the case study's objective and format — both of which you will have come up with in the first two steps above.
To get this initial permission from your subject, put yourself in their shoes — what would they want out of this case study? Although you're writing this for your own company's benefit, your subject is far more interested in the benefit it has for them.
Benefits to Offer Your Case Study Candidate
Here are four potential benefits you can promise your case study candidate to gain their approval.
Explain to your subject to whom this case study will be exposed, and how this exposure can help increase their brand awareness both in and beyond their own industry. In the B2B sector, brand awareness can be hard to collect outside one's own market, making case studies particularly useful to a client looking to expand their name's reach.
Allow your subject to provide quotes with credits back to specific employees. When this is an option for them, their brand isn't the only thing expanding its reach — their employees can get their name out there, too. This presents your subject with networking and career development opportunities they might not have otherwise.
This is a more tangible incentive you can offer your case study candidate, especially if they're a current customer of yours. If they agree to be your subject, offer them a product discount — or a free trial of another product — as a thank-you for their help creating your case study.
Backlinks and Website Traffic
Here's a benefit that is sure to resonate with your subject's marketing team: If you publish your case study on your website, and your study links back to your subject's website — known as a "backlink" — this small gesture can give them website traffic from visitors who click through to your subject's website.
Additionally, a backlink from you increases your subject's page authority in the eyes of Google. This helps them rank more highly in search engine results and collect traffic from readers who are already looking for information about their industry.
6. Ensure you have all the resources you need to proceed once you get a response.
So you know what you’re going to offer your candidate, it’s time that you prepare the resources needed for if and when they agree to participate, like a case study release form and success story letter.
Let's break those two down.
Case Study Release Form
This document can vary, depending on factors like the size of your business, the nature of your work, and what you intend to do with the case studies once they are completed. That said, you should typically aim to include the following in the Case Study Release Form:
- A clear explanation of why you are creating this case study and how it will be used.
- A statement defining the information and potentially trademarked information you expect to include about the company — things like names, logos, job titles, and pictures.
- An explanation of what you expect from the participant, beyond the completion of the case study. For example, is this customer willing to act as a reference or share feedback, and do you have permission to pass contact information along for these purposes?
- A note about compensation.
Success Story Letter
As noted in the sample email, this document serves as an outline for the entire case study process. Other than a brief explanation of how the customer will benefit from case study participation, you'll want to be sure to define the following steps in the Success Story Letter.
7. Download a case study email template.
While you gathered your resources, your candidate has gotten time to read over the proposal. When your candidate approves of your case study, it's time to send them a release form.
A case study release form tells you what you'll need from your chosen subject, like permission to use any brand names and share the project information publicly. Kick-off this process with an email that runs through exactly what they can expect from you, as well as what you need from them. To give you an idea of what that might look like, check out this sample email:
8. Define the process you want to follow with the client.
Before you can begin the case study, you have to have a clear outline of the case study process with your client. An example of an effective outline would include the following information.
First, you'll need to receive internal approval from the company's marketing team. Once approved, the Release Form should be signed and returned to you. It's also a good time to determine a timeline that meets the needs and capabilities of both teams.
To ensure that you have a productive interview — which is one of the best ways to collect information for the case study — you'll want to ask the participant to complete a questionnaire before this conversation. That will provide your team with the necessary foundation to organize the interview, and get the most out of it.
Once the questionnaire is completed, someone on your team should reach out to the participant to schedule a 30- to 60-minute interview, which should include a series of custom questions related to the customer's experience with your product or service.
The Draft Review
After the case study is composed, you'll want to send a draft to the customer, allowing an opportunity to give you feedback and edits.
The Final Approval
Once any necessary edits are completed, send a revised copy of the case study to the customer for final approval.
Once the case study goes live — on your website or elsewhere — it's best to contact the customer with a link to the page where the case study lives. Don't be afraid to ask your participants to share these links with their own networks, as it not only demonstrates your ability to deliver positive results and impressive growth, as well.
9. Ensure you're asking the right questions.
Before you execute the questionnaire and actual interview, make sure you're setting yourself up for success. A strong case study results from being prepared to ask the right questions. What do those look like? Here are a few examples to get you started:
- What are your goals?
- What challenges were you experiencing before purchasing our product or service?
- What made our product or service stand out against our competitors?
- What did your decision-making process look like?
- How have you benefited from using our product or service? (Where applicable, always ask for data.)
Keep in mind that the questionnaire is designed to help you gain insights into what sort of strong, success-focused questions to ask during the actual interview. And once you get to that stage, we recommend that you follow the "Golden Rule of Interviewing." Sounds fancy, right? It's actually quite simple — ask open-ended questions.
If you're looking to craft a compelling story, "yes" or "no" answers won't provide the details you need. Focus on questions that invite elaboration, such as, "Can you describe ...?" or, "Tell me about ..."
In terms of the interview structure, we recommend categorizing the questions and flowing them into six specific sections that will mirror a successful case study format. Combined, they'll allow you to gather enough information to put together a rich, comprehensive study.
Open with the customer's business.
The goal of this section is to generate a better understanding of the company's current challenges and goals, and how they fit into the landscape of their industry. Sample questions might include:
- How long have you been in business?
- How many employees do you have?
- What are some of the objectives of your department at this time?
Cite a problem or pain point.
To tell a compelling story, you need context. That helps match the customer's need with your solution. Sample questions might include:
- What challenges and objectives led you to look for a solution?
- What might have happened if you did not identify a solution?
- Did you explore other solutions before this that did not work out? If so, what happened?
Discuss the decision process.
Exploring how the customer decided to work with you helps to guide potential customers through their own decision-making processes. Sample questions might include:
- How did you hear about our product or service?
- Who was involved in the selection process?
- What was most important to you when evaluating your options?
Explain how a solution was implemented.
The focus here should be placed on the customer's experience during the onboarding process. Sample questions might include:
- How long did it take to get up and running?
- Did that meet your expectations?
- Who was involved in the process?
Explain how the solution works.
The goal of this section is to better understand how the customer is using your product or service. Sample questions might include:
- Is there a particular aspect of the product or service that you rely on most?
- Who is using the product or service?
End with the results.
In this section, you want to uncover impressive measurable outcomes — the more numbers, the better. Sample questions might include:
- How is the product or service helping you save time and increase productivity?
- In what ways does that enhance your competitive advantage?
- How much have you increased metrics X, Y, and Z?
10. Lay out your case study format.
When it comes time to take all of the information you've collected and actually turn it into something, it's easy to feel overwhelmed. Where should you start? What should you include? What's the best way to structure it?
To help you get a handle on this step, it's important to first understand that there is no one-size-fits-all when it comes to the ways you can present a case study. They can be very visual, which you'll see in some of the examples we've included below, and can sometimes be communicated mostly through video or photos, with a bit of accompanying text.
Here are the sections we suggest, which we'll cover in more detail down below:
- Title: Keep it short. Develop a succinct but interesting project name you can give the work you did with your subject.
- Subtitle: Use this copy to briefly elaborate on the accomplishment. What was done? The case study itself will explain how you got there.
- Executive Summary : A 2-4 sentence summary of the entire story. You'll want to follow it with 2-3 bullet points that display metrics showcasing success.
- About the Subject: An introduction to the person or company you served, which can be pulled from a LinkedIn Business profile or client website.
- Challenges and Objectives: A 2-3 paragraph description of the customer's challenges, before using your product or service. This section should also include the goals or objectives the customer set out to achieve.
- How Product/Service Helped: A 2-3 paragraph section that describes how your product or service provided a solution to their problem.
- Results: A 2-3 paragraph testimonial that proves how your product or service specifically benefited the person or company and helped achieve its goals. Include numbers to quantify your contributions.
- Supporting Visuals or Quotes: Pick one or two powerful quotes that you would feature at the bottom of the sections above, as well as a visual that supports the story you are telling.
- Future Plans: Everyone likes an epilogue. Comment on what's ahead for your case study subject, whether or not those plans involve you.
- Call to Action (CTA): Not every case study needs a CTA, but putting a passive one at the end of your case study can encourage your readers to take an action on your website after learning about the work you've done.
When laying out your case study, focus on conveying the information you've gathered in the most clear and concise way possible. Make it easy to scan and comprehend, and be sure to provide an attractive call-to-action at the bottom — that should provide readers an opportunity to learn more about your product or service.
11. Publish and promote your case study.
Once you've completed your case study, it's time to publish and promote it. Some case study formats have pretty obvious promotional outlets — a video case study can go on YouTube, just as an infographic case study can go on Pinterest.
But there are still other ways to publish and promote your case study. Here are a couple of ideas:
Lead Gen in a Blog Post
As stated earlier in this article, written case studies make terrific lead-generators if you convert them into a downloadable format, like a PDF. To generate leads from your case study, consider writing a blog post that tells an abbreviated story of your client's success and asking readers to fill out a form with their name and email address if they'd like to read the rest in your PDF.
Then, promote this blog post on social media, through a Facebook post or a tweet.
Published as a Page on Your Website
As a growing business, you might need to display your case study out in the open to gain the trust of your target audience.
Rather than gating it behind a landing page, publish your case study to its own page on your website, and direct people here from your homepage with a "Case Studies" or "Testimonials" button along your homepage's top navigation bar.
Format for a Case Study
The traditional case study format includes the following parts: a title and subtitle, a client profile, a summary of the customer’s challenges and objectives, an account of how your solution helped, and a description of the results. You might also want to include supporting visuals and quotes, future plans, and calls-to-action.
The title is one of the most important parts of your case study. It should draw readers in while succinctly describing the potential benefits of working with your company. To that end, your title should:
- State the name of your custome r. Right away, the reader must learn which company used your products and services. This is especially important if your customer has a recognizable brand. If you work with individuals and not companies, you may omit the name and go with professional titles: “A Marketer…”, “A CFO…”, and so forth.
- State which product your customer used . Even if you only offer one product or service, or if your company name is the same as your product name, you should still include the name of your solution. That way, readers who are not familiar with your business can become aware of what you sell.
- Allude to the results achieved . You don’t necessarily need to provide hard numbers, but the title needs to represent the benefits, quickly. That way, if a reader doesn’t stay to read, they can walk away with the most essential information: Your product works.
The example above, “Crunch Fitness Increases Leads and Signups With HubSpot,” achieves all three — without being wordy. Keeping your title short and sweet is also essential.
Your subtitle is another essential part of your case study — don’t skip it, even if you think you’ve done the work with the title. In this section, include a brief summary of the challenges your customer was facing before they began to use your products and services. Then, drive the point home by reiterating the benefits your customer experienced by working with you.
The above example reads:
“Crunch Fitness was franchising rapidly when COVID-19 forced fitness clubs around the world to close their doors. But the company stayed agile by using HubSpot to increase leads and free trial signups.”
We like that the case study team expressed the urgency of the problem — opening more locations in the midst of a pandemic — and placed the focus on the customer’s ability to stay agile.
3. Executive Summary
The executive summary should provide a snapshot of your customer, their challenges, and the benefits they enjoyed from working with you. Think it’s too much? Think again — the purpose of the case study is to emphasize, again and again, how well your product works.
The good news is that depending on your design, the executive summary can be mixed with the subtitle or with the “About the Company” section. Many times, this section doesn’t need an explicit “Executive Summary” subheading. You do need, however, to provide a convenient snapshot for readers to scan.
In the above example, ADP included information about its customer in a scannable bullet-point format, then provided two sections: “Business Challenge” and “How ADP Helped.” We love how simple and easy the format is to follow for those who are unfamiliar with ADP or its typical customer.
4. About the Company
Readers need to know and understand who your customer is. This is important for several reasons: It helps your reader potentially relate to your customer, it defines your ideal client profile (which is essential to deter poor-fit prospects who might have reached out without knowing they were a poor fit), and it gives your customer an indirect boon by subtly promoting their products and services.
Feel free to keep this section as simple as possible. You can simply copy and paste information from the company’s LinkedIn, use a quote directly from your customer, or take a more creative storytelling approach.
In the above example, HubSpot included one paragraph of description for Crunch Fitness and a few bullet points. Below, ADP tells the story of its customer using an engaging, personable technique that effectively draws readers in.
5. Challenges and Objectives
The challenges and objectives section of your case study is the place to lay out, in detail, the difficulties your customer faced prior to working with you — and what they hoped to achieve when they enlisted your help.
In this section, you can be as brief or as descriptive as you’d like, but remember: Stress the urgency of the situation. Don’t understate how much your customer needed your solution (but don’t exaggerate and lie, either). Provide contextual information as necessary. For instance, the pandemic and societal factors may have contributed to the urgency of the need.
Take the above example from design consultancy IDEO:
“Educational opportunities for adults have become difficult to access in the United States, just when they’re needed most. To counter this trend, IDEO helped the city of South Bend and the Drucker Institute launch Bendable, a community-powered platform that connects people with opportunities to learn with and from each other.”
We love how IDEO mentions the difficulties the United States faces at large, the efforts its customer is taking to address these issues, and the steps IDEO took to help.
6. How Product/Service Helped
This is where you get your product or service to shine. Cover the specific benefits that your customer enjoyed and the features they gleaned the most use out of. You can also go into detail about how you worked with and for your customer. Maybe you met several times before choosing the right solution, or you consulted with external agencies to create the best package for them.
Whatever the case may be, try to illustrate how easy and pain-free it is to work with the representatives at your company. After all, potential customers aren’t looking to just purchase a product. They’re looking for a dependable provider that will strive to exceed their expectations.
In the above example, IDEO describes how it partnered with research institutes and spoke with learners to create Bendable, a free educational platform. We love how it shows its proactivity and thoroughness. It makes potential customers feel that IDEO might do something similar for them.
The results are essential, and the best part is that you don’t need to write the entirety of the case study before sharing them. Like HubSpot, IDEO, and ADP, you can include the results right below the subtitle or executive summary. Use data and numbers to substantiate the success of your efforts, but if you don’t have numbers, you can provide quotes from your customers.
We can’t overstate the importance of the results. In fact, if you wanted to create a short case study, you could include your title, challenge, solution (how your product helped), and result.
8. Supporting Visuals or Quotes
Let your customer speak for themselves by including quotes from the representatives who directly interfaced with your company.
Visuals can also help, even if they’re stock images. On one side, they can help you convey your customer’s industry, and on the other, they can indirectly convey your successes. For instance, a picture of a happy professional — even if they’re not your customer — will communicate that your product can lead to a happy client.
In this example from IDEO, we see a man standing in a boat. IDEO’s customer is neither the man pictured nor the manufacturer of the boat, but rather Conservation International, an environmental organization. This imagery provides a visually pleasing pattern interrupt to the page, while still conveying what the case study is about.
9. Future Plans
This is optional, but including future plans can help you close on a more positive, personable note than if you were to simply include a quote or the results. In this space, you can show that your product will remain in your customer’s tech stack for years to come, or that your services will continue to be instrumental to your customer’s success.
Alternatively, if you work only on time-bound projects, you can allude to the positive impact your customer will continue to see, even after years of the end of the contract.
10. Call to Action (CTA)
Not every case study needs a CTA, but we’d still encourage it. Putting one at the end of your case study will encourage your readers to take an action on your website after learning about the work you've done.
It will also make it easier for them to reach out, if they’re ready to start immediately. You don’t want to lose business just because they have to scroll all the way back up to reach out to your team.
To help you visualize this case study outline, check out the case study template below, which can also be downloaded here .
You drove the results, made the connection, set the expectations, used the questionnaire to conduct a successful interview, and boiled down your findings into a compelling story. And after all of that, you're left with a little piece of sales enabling gold — a case study.
To show you what a well-executed final product looks like, have a look at some of these marketing case study examples.
1. "Shopify Uses HubSpot CRM to Transform High Volume Sales Organization," by HubSpot
What's interesting about this case study is the way it leads with the customer. This reflects a major HubSpot value, which is to always solve for the customer first. The copy leads with a brief description of why Shopify uses HubSpot and is accompanied by a short video and some basic statistics on the company.
Notice that this case study uses mixed media. Yes, there is a short video, but it's elaborated upon in the additional text on the page. So, while case studies can use one or the other, don't be afraid to combine written copy with visuals to emphasize the project's success.
2. "New England Journal of Medicine," by Corey McPherson Nash
When branding and design studio Corey McPherson Nash showcases its work, it makes sense for it to be visual — after all, that's what they do. So in building the case study for the studio's work on the New England Journal of Medicine's integrated advertising campaign — a project that included the goal of promoting the client's digital presence — Corey McPherson Nash showed its audience what it did, rather than purely telling it.
Notice that the case study does include some light written copy — which includes the major points we've suggested — but lets the visuals do the talking, allowing users to really absorb the studio's services.
3. "Designing the Future of Urban Farming," by IDEO
Here's a design company that knows how to lead with simplicity in its case studies. As soon as the visitor arrives at the page, he or she is greeted with a big, bold photo, and two very simple columns of text — "The Challenge" and "The Outcome."
Immediately, IDEO has communicated two of the case study's major pillars. And while that's great — the company created a solution for vertical farming startup INFARM's challenge — it doesn't stop there. As the user scrolls down, those pillars are elaborated upon with comprehensive (but not overwhelming) copy that outlines what that process looked like, replete with quotes and additional visuals.
4. "Secure Wi-Fi Wins Big for Tournament," by WatchGuard
Then, there are the cases when visuals can tell almost the entire story — when executed correctly. Network security provider WatchGuard can do that through this video, which tells the story of how its services enhanced the attendee and vendor experience at the Windmill Ultimate Frisbee tournament.
5. Rock and Roll Hall of Fame Boosts Social Media Engagement and Brand Awareness with HubSpot
In the case study above , HubSpot uses photos, videos, screenshots, and helpful stats to tell the story of how the Rock and Roll Hall of Fame used the bot, CRM, and social media tools to gain brand awareness.
6. Small Desk Plant Business Ups Sales by 30% With Trello
This case study from Trello is straightforward and easy to understand. It begins by explaining the background of the company that decided to use it, what its goals were, and how it planned to use Trello to help them.
It then goes on to discuss how the software was implemented and what tasks and teams benefited from it. Towards the end, it explains the sales results that came from implementing the software and includes quotes from decision-makers at the company that implemented it.
7. Facebook's Mercedes Benz Success Story
Facebook's Success Stories page hosts a number of well-designed and easy-to-understand case studies that visually and editorially get to the bottom line quickly.
Each study begins with key stats that draw the reader in. Then it's organized by highlighting a problem or goal in the introduction, the process the company took to reach its goals, and the results. Then, in the end, Facebook notes the tools used in the case study.
Showcasing Your Work
You work hard at what you do. Now, it's time to show it to the world — and, perhaps more important, to potential customers. Before you show off the projects that make you the proudest, we hope you follow these important steps that will help you effectively communicate that work and leave all parties feeling good about it.
Editor's Note: This blog post was originally published in February 2017 but was updated for comprehensiveness and freshness in July 2021.
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How to Write a Business Case Study
by Julia McCoy | Dec 1, 2016 | How to Write
Business case studies can have a massive impact on your marketing, done right.
While they cost time and effort to create, they can be a stellar tactic to draw new customers to your business and help you earn new clients.
Unfortunately, many people aren’t sure how to start when it’s time to write copy for them.
If you’re one of the many individuals who wants to learn how to write a business case study, but just aren’t sure where to get started, my simple guide is here to help you step-by-step – another installment of our #howtowrite series!
What is a Case Study?
A case study is a piece of content, published by a company, that outlines their success or effectiveness in dealing with a client. It’s commonly used as a piece of marketing content and can be incredibly useful since it helps would-be clients understand how the agency or professional has excelled in the past.
Virtually every successful online company uses case studies, and Express Writers is no different! Earlier this year, in fact, we published a case study that showcases how we helped a client boost their revenue by 77% after creating some product descriptions for them.
Case studies are more than just a piece of self-congratulating marketing material (this is an incorrect assumption that many people hold about these unique content types), though. In fact, they’re meant less to stroke the company in question’s ego than they are to help would-be clients understand how a given company can assist them.
The Top 4 Benefits of Why You Should Learn How to Write a Business Case Study
So, why go to all the time to create your own case study? (It IS a ton of time and effort!)
If the “what is” didn’t argue in favor already, here are key reasons to spend your time finding out how to write a business case study, and putting one of your own together.
Business case studies have many advantages . The top four are as follows:
1. Case studies allow a company to use storytelling to bring their product to life
Whether it’s a service or a hard-and-fast consumer product, a case study is an excellent way to illustrate it and help bring it to life for new customers. Just like any great novel, a good case study has a beginning, a middle, and an end, with a conflict and a resolution. It’s a wildly effective way to make somewhat complex products real and can go a long way toward improving the way your clients perceive your offerings, especially for new businesses .
2. Case studies provide peer-to-peer influence
Peer-to-peer influence is a massively important thing, and case studies are wonderful at fulfilling it because they offer the view of a customer rather than a company. While it’s a company that publishes a case study, the entire thing is dedicated to recounting a customer’s experience. Direct quotes, statistics, and more are standard, and these things are fantastic for helping would-be clients to see the value in a company.
3. Case studies offer real-life examples
We’ve all heard about how critical customer reviews are for conversion rates, and case studies take this one step further. By providing real-life examples of your product at work, paired with glowing customer reviews, they can help new customers feel more confident in your company and take the leap to convert.
For an example, check out this case study excerpt (from our own clientele based case study ):
4. Case studies are powerful word-of-mouth advertising
Because a company must ask permission from a client to use his or her data in a case study, the inclusion of a customer in a case study often leads to some brand evangelism that can help boost your company’s visibility and improve your conversion rates.
How to Write a Business Case Study: Your Complete Guide in 5 Steps
So, you want to write a case study, but you’re not sure where to begin! This guide will help you get started.
1. Identify your best possible avenue for data
When it comes time to write a case study, you might have multiple cases to choose from. The first part of being successful, though, is narrowing these things down. For your case study to succeed, it must contain just the right information, and it’s critical to ensure this from the get-go. To determine which of your various cases would be the best fit for a study, look at them and evaluate whether or not they contain the following elements:
- A significant challenge . This could be a tight timeline, a complicated issue, low sales numbers, or even a need for entirely new software integration.
- A satisfying solution . For your case study to fall into the realm of storytelling, it needs a solution that customers can relate to.
- A series of substantial benefits. The final component in a case study is the benefit. An excellent case study should feature several benefits that your customers can relate to deeply. The benefits will be even more compelling if they’re solid statistics like we used when we say we boosted the client’s sales by 77% year-over-year. The more granular, the better in this case.
2. Write your case study (5 key tips)
Now comes the tough part – the writing! While it’s true that writing a case study requires a different set of skills and a different voice than everyday writing, it’s far from impossible.
To ace your DIY case study, follow these tips:
- Choose your voice carefully
Depending on your brand and the content of the case study, you can write it in either the first or third person. Either approach will work, and most case studies use a mixture of both.
EXAMPLE: Our client-based case study at Express Writers does this, and it flows quite nicely. If you’re going to use a combination of both the first and the third person, though, be sure that you’re enhancing the third-person parts with direct quotes from the client, as straight third-person voice can sound overly narrated after a while.
- Make your title specific and attention-grabbing
The title is a critical component of the case study. To make it as attention-grabbing as possible, include percentages and strong action verbs. Here are some good examples from real-life case studies:
- “ How Fake News Goes Viral: a Case Study ”
- “ HubSpot Partner Agency Element Three Doubles Yearly Revenue ”
- “ How KISSmetrics Increased Webinar Sign-Up Rates by 1,000% ”
Remember: titles perform better when they are as accurate as possible. That’s why phrases like “by 1,000%” and “doubles yearly revenue” appear in these wide-ranging case studies.
- Keep your language simple
Many people think that learning how to write a business case study involves incorporating jargon and corporate-speak into the writing. Fortunately, this isn’t true. In fact, writing a business case study requires you to keep your language simple rather than making it more complicated. The more you can avoid corporate jargon in your case studies, the better.
In addition to making them more natural and approachable, this will also allow non-customers to approach your case study without being intimidated away by overly complicated case study language.
- Add real numbers to your case study
When you look at the case study titles above, most people would agree that “increased webinar sign-up rates by 1,000%” is the most memorable phrase up there. In addition to the fact that this is a shocking number, it’s also so precise that it grabs reader attention.
With this in mind, follow KISSmetrics’s lead and include real numbers in your case studies. While phrases like “doubled this” or “tripled that” are powerful, they just don’t have the added oomph they need to take your case study to the top.
- Write from the beginning to the end
A case study is not the place to leave out critical data. Instead, write from the beginning to the end and keep it as accurate and chronological as possible. This will help flesh out the entire circumstances surrounding your interaction with the client and allow your readers to understand your impact more effectively.
3. Finish the case study with all of your relevant contact information
Since a case study is designed, at least in part, for press distribution, it should be outfitted with your contact information and details. This will allow other companies, customers, and more to contact you regarding the case study, and will help to make the information within it more accessible to other people.
While there are different standards for which information you “should” include in a case study, most sources recommend including your phone number, website, email, and one or two social profiles, along with a short bio. This will provide enough information for interested parties to contact you and can help boost the ROI of your case study down the road.
4. Hire a designer to finish the product
Don’t forget that every good case study needs a great design, and it can be helpful to bring in a designer to add some visual interest to the piece. Simple things, like using text boxes to pull out key facts, statistics, and quotes, and inputting related graphics and charts can make all of the difference in your case study and should be used liberally to enhance its value and interest.
We can help – our lead designer is familiar with how to take copy and create custom, beautiful designs in Adobe to match! Check out our case study service here.
5. Publish the case study
Publishing your case study is the final step in creating it. To get the most success from your case study, you’ll want to post it in the places your real audience and prospective customers frequent. This may mean publishing the case study on your blog, reaching out to relevant publishing platforms, or gating the case study and using it to drive email sign-ups for your company.
Alternately, KISSmetrics recommends appealing to different types of learners by breaking your case study into unexpected formats, like a podcast, a YouTube video, or an infographic!
We published ours in a few different forms.
Then, as a landing page.
What About Hiring a Specialist to Write the Case Study?
Writing a case study requires a very particular voice, and if you don’t have the time or confidence to do it yourself, it’s in your best interests to hire someone specifically who knows how to write case studies and has done it before. In addition to making your case studies more efficient, this will also help you create the best possible case study and not drive yourself into the ground as you do it.
No matter how good the writer you hire is, you’ll have to provide them with some specific information about your case study.
Ideally, you should give the author a very clear overview of what you’d like from the case study. This should include the following components:
- The products, goods, or services you’d like the case study to promote
- The benefits you provided for the client
- The struggle the client faced
- The specific way you went about resolving it
- The result (percentages, direct quotes from the customer, and facts are helpful here)
- The deadline for the case study
These things are critical for helping your writer create the best possible case study, and they’ll go a long way toward making the process more lucrative and enjoyable for you, as well.
The Case for Case Studies
Case studies are an incredibly useful tool and can have a massive positive impact on your content marketing.
While most companies don’t think they can create case studies, learning how to write a business case study is simple, as long as you’re willing to put in some time and work.
In addition to helping your customers understand the benefits of your services, case studies also provide an essential platform for new clients to see your products at work, which can be all they need to convert and become brand evangelists.
By following my tips above, you can learn how to write business case studies from scratch. Simple, effective, and critical for your company, this is one ROI-boosting move you simply will not regret.
Don’t want to D-I-Y? Trust our marketing team of experts: we’ve crafted successful case studies for businesses of all types. Talk to us today about your case study writing & creation needs!
Download your Free copy of How to Write a Business Case Study
Case Study Analysis: Examples + How-to Guide & Writing Tips
A case study analysis is a typical assignment in business management courses. The task aims to show high school and college students how to analyze a current situation, determine what problems exist, and develop the best possible strategy to achieve the desired outcome.
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Many students feel anxious about writing case analyses because being told to analyze a case study and provide a solution can seem like a big task. That is especially so when working with real-life scenarios. However, you can rest assured writing a case analysis paper is easier than you think. Just keep reading this article and you will find case study examples for students and the advice provided by Custom-writing experts!
- 👣 Main Steps
- 🕵 Preparing the Case
🔬 Analyzing the Case
- 📑 Format & Structure
- 🙅 Things to Avoid
- 🏁 Conclusion
👣 writing a case study analysis: main steps.
Business management is built on case analysis. Every single economic result shows that the methods and instruments employed were either well-timed and expedient, in the event of success, or not, in case of failure. These two options indicate whether the strategy is efficient (and should be followed) or requires corrections (or complete change). Such an approach to the case study will make your writing piece more proficient and valuable for the reader. The following steps will direct your plan for writing a case study analysis.
Step 1: Preliminary work
- Make notes and highlight the numbers and ideas that could be quoted.
- Single out as many problems as you can, and briefly mark their underlying issues. Then make a note of those responsible. In the report, you will use two to five of the problems, so you will have a selection to choose from.
- Outline a possible solution to each of the problems you found. Course readings and outside research shall be used here. Highlight your best and worst solution for further reference.
Step 2: Drafting the Case
- Provide a general description of the situation and its history.
- Name all the problems you are going to discuss.
- Specify the theory used for the analysis.
- Present the assumptions that emerged during the analysis, if any.
- Describe the detected problems in more detail.
- Indicate their link to, and effect on, the general situation.
- Explain why the problems emerged and persist.
- List realistic and feasible solutions to the problems you outlined, in the order of importance.
- Specify your predicted results of such changes.
- Support your choice with reliable evidence (i.e., textbook readings, the experience of famous companies, and other external research).
- Define the strategies required to fulfill your proposed solution.
- Indicate the responsible people and the realistic terms for its implementation.
- Recommend the issues for further analysis and supervision.
Step 3: Finalizing the Case
Like any other piece of writing, a case analysis requires post-editing. Carefully read it through, looking for inconsistencies and gaps in meaning. Your purpose is to make it look complete, precise, and convincing.
🕵 Preparing a Case for Analysis
Your professor might give you various case study examples from which to choose, or they may just assign you a particular case study. To conduct a thorough data analysis, you must first read the case study. This might appear to be obvious. However, you’d be surprised at how many students don’t take adequate time to complete this part.
Read the case study very thoroughly, preferably several times. Highlight, underline, flag key information, and make notes to refer to later when you are writing your analysis report.
If you don’t have a complete knowledge of the case study your professor has assigned, you won’t conduct a proper analysis of it. Even if you make use of a business case study template or refer to a sample analysis, it won’t help if you aren’t intimately familiar with your case study.
You will also have to conduct research. When it comes to research, you will need to do the following:
- Gather hard, quantitative data (e.g. 67% of the staff participated in the meeting).
- Design research tools , such as questionnaires and surveys (this will aid in gathering data).
- Determine and suggest the best specific, workable solutions.
It would be best if you also learned how to analyze a case study. Once you have read through the case study, you need to determine the focus of your analysis. You can do this by doing the following:
Compare your chosen solutions to the solutions offered by the experts who analyzed the case study you were given or to online assignments for students who were dealing with a similar task. The experts’ solutions will probably be more advanced than yours simply because these people are more experienced. However, don’t let this discourage you; the whole point of doing this analysis is to learn. Use the opportunity to learn from others’ valuable experience, and your results will be better next time.
If you are still in doubt, the University of South Carolina offers a great guide on forming a case study analysis.
Receive a plagiarism-free paper tailored to your instructions.
📑 Case Analysis Format & Structure
When you are learning how to write a case study analysis, it is important to get the format of your analysis right. Understanding the case study format is vital for both the professor and the student. The person planning and handing out such an assignment should ensure that the student doesn’t have to use any external sources .
In turn, students have to remember that a well-written case analysis provides all the data, making it unnecessary for the reader to go elsewhere for information.
Regardless of whether you use a case study template, you will need to follow a clear and concise format when writing your analysis report. There are some possible case study frameworks available. Still, a case study should contain eight sections laid out in the following format:
- Describe the purpose of the current case study;
- Provide a summary of the company;
- Briefly introduce the problems and issues found in the case study
- Discuss the theory you will be using in the analysis;
- Present the key points of the study and present any assumptions made during the analysis.
- Present each problem you have singled out;
- Justify your inclusion of each problem by providing supporting evidence from the case study and by discussing relevant theory and what you have learned from your course content;
- Divide the section (and following sections) into subsections, one for each of your selected problems.
- Present a summary of each problem you have identified;
- Present plausible solutions for each of the problems, keeping in mind that each problem will likely have more than one possible solution;
- Provide the pros and cons of each solution in a way that is practical.
- Conclusion . This is a summary of your findings and discussion.
- Decide which solution best fits each of the issues you identified;
- Explain why you chose this solution and how it will effectively solve the problem;
- Be persuasive when you write this section so that you can drive your point home;
- Be sure to bring together theory and what you have learned throughout your course to support your recommendations.
- Provide an explanation of what must be done, who should take action, and when the solution should be carried out;
- Where relevant, you should provide an estimate of the cost in implementing the solution, including both the financial investment and the cost in terms of time.
- References. While you generally do not need to refer to many external sources when writing a case study analysis, you might use a few. When you do, you will need to properly reference these sources, which is most often done in one of the main citation styles, including APA, MLA, or Harvard. There is plenty of help when citing references, and you can follow these APA guidelines , these MLA guidelines , or these Harvard guidelines .
- Appendices. This is the section you include after your case study analysis if you used any original data in the report. These data, presented as charts, graphs, and tables, are included here because to present them in the main body of the analysis would be disruptive to the reader. The University of Southern California provides a great description of appendices and when to make use of them.
When you’ve finished your first draft, be sure to proofread it. Look not only for potential grammar and spelling errors but also for discrepancies or holes in your argument.
You should also know what you need to avoid when writing your analysis.
Just 13.00 10.40/page , and you can get an custom-written academic paper according to your instructions
🙅 Things to Avoid in Case Analysis
Whenever you deal with a case study, remember that there are some pitfalls to avoid! Beware of the following mistakes:
- Excessive use of colloquial language . Even though it is a study of an actual case, it should sound formal.
- Lack of statistical data . Give all the important data, both in percentages and in numbers.
- Excessive details. State only the most significant facts, rather than drowning the reader in every fact you find.
- Inconsistency in the methods you have used . In a case study, theory plays a relatively small part, so you must develop a specific case study research methodology.
- Trivial means of research . It is critical that you design your own case study research method in whatever form best suits your analysis, such as questionnaires and surveys.
It is useful to see a few examples of case analysis papers. After all, a sample case study report can provide you with some context so you can see how to approach each aspect of your paper.
👀 Case Study Examples for Students
It might be easier to understand how a case study analysis works if you have an example to look at. Fortunately, examples of case studies are easy to come by. Take a look at this video for a sample case study analysis for the Coca-Cola Company.
If you want another example, then take a look at the one below!
Business Case Analysis: Example
CRM’s primary focus is customers and customer perception of the brand or the company. The focus may shift depending on customers’ needs. The main points that Center Parcs should consider are an increase in customer satisfaction and its market share. Both of these points will enhance customer perception of the product as a product of value. Increased customer satisfaction will indicate that the company provides quality services, and increased market share can reduce the number of switching (or leaving) customers, thus fostering customer loyalty.
Case Study Topics
- Equifax case study: the importance of cybersecurity measures .
- Study a case illustrating ethical issues of medical research.
- Examine the case describing the complications connected with nursing and residential care.
- Analyze the competitive strategy of Delta Airlines .
- Present a case study of an ethical dilemma showing the conflict between the spirit and the letter of the law.
- Explore the aspects of Starbucks’ marketing strategyin a case study.
- Research a case of community-based clinic organization and development.
- Customer service of United Airlines: a case study .
- Analyze a specific schizophrenia case and provide your recommendations.
- Provide a case study of a patient with hyperglycemia.
- Examine the growth strategy of United Healthcare.
- Present a case study demonstrating ethical issues in business .
- Study a case of the 5% shareholding rule application and its impact on the company.
- Case study of post-traumatic stress disorder .
- Analyze a case examining the issues of cross-cultural management .
- Write a case study exploring the ethical issues the finance manager of a long-term care facility can face and the possible reaction to them.
- Write a case study analyzing the aspects of a new president of a firm election.
- Discuss the specifics of supply chain management in the case of Tehindo company.
- Study a case of a life crisis in a family and the ways to cope with it.
- Case study of Tea Leaves and More: supply chain issues .
- Explore the case of ketogenic diet implementation among sportspeople.
- Analyze the case of Webster Jewelry shop and suggest some changes.
- Examine the unique aspects of Tea and More brand management .
- Adidas case study: an ethical dilemma .
- Research the challenges of Brazos Valley Food Bank and suggest possible solutions.
- Describe the case of dark web monitoring for business.
- Study a case of permissive parenting style .
- Case study of Starbucks employees .
- Analyze a case of workplace discrimination and suggest a strategy to avoid it.
- Examine a case of the consumer decision-making process and define the factors that influence it.
- Present a case study of Netflix illustrating the crucial role of management innovation for company development.
- Discuss a case describing a workplace ethical issue and propose ways to resolve it.
- Case study of the 2008 financial crisis: Graham’s value investing principles in the modern economic climate.
- Write a case study analyzing the harmful consequences of communication issues in a virtual team .
- Analyze a case that highlights the importance of a proper functional currency choice.
- Examine the case of Hitachi Power Systems management.
- Present a case study of medication research in a healthcare facility.
- Study the case of Fiji Water and the challenges the brand faces.
- Research a social problem case and suggest a solution.
- Analyze a case that reveals the connection between alcohol use and borderline personality disorder .
- Transglobal Airline case study: break-even analysis.
- Examine the case of Chiquita Brands International from the moral and business ethics points of view.
- Present a case study of applying for Social Security benefits.
- Study the case of a mass hacker attack on Microsoft clients and suggest possible ways to prevent future attacks.
- Case study of leadership effectiveness .
- Analyze a case presenting a clinical moral dilemma and propose ways to resolve it.
- Describe the case of Cowbell Brewing Company and discuss the strategy that made them successful.
- Write a case study of WeWork company and analyze the strengths and weaknesses of its strategy.
- Case study of medical ethical decision-making.
- Study the case of The Georges hotel and suggest ways to overcome its managerial issues.
🏁 Concluding Remarks
Writing a case study analysis can seem incredibly overwhelming, especially if you have never done it before. Just remember, you can do it provided you follow a plan, keep to the format described here, and study at least one case analysis example.
If you still need help analyzing a case study, your professor is always available to answer your questions and point you in the right direction. You can also get help with any aspect of the project from a custom writing company. Just tackle the research and hand over the writing, write a rough draft and have it checked by a professional, or completely hand the project off to an expert writer.
Regardless of the path you choose, you will turn in something of which you can be proud!
✏️ Case Study Analysis FAQ
Students (especially those who study business) often need to write a case study analysis. It is a kind of report that describes a business case. It includes multiple aspects, for example, the problems that exist, possible solutions, forecasts, etc.
There should be 3 main points covered in a case study analysis:
- The challenge(s) description,
- Possible solutions,
- Outcomes (real and/or foreseen).
Firstly, study some examples available online and in the library. Case study analysis should be a well-structured paper with all the integral components in place. Thus, you might want to use a template and/or an outline to start correctly.
A case study analysis is a popular task for business students. They typically hand it in the format of a paper with several integral components:
- Description of the problem
- Possible ways out
- Results and/or forecasts
Students sometimes tell about the outcome of their research within an oral presentation.
- Case Study: Academia
- Windows of vulnerability: a case study analysis (IEEE)
- A (Very) Brief Refresher on the Case Study Method: SAGE
- The case study approach: Medical Research Methodology
- Strengths and Limitations of Case Studies: Stanford University
- A Sample APA Paper: Radford University
- How to Write a Case Study APA Style: Seattle PI
- The Case Analysis: GVSU
- How to Outline: Purdue OWL
- Incorporating Interview Data: UW-Madison Writing Center
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Quite an impressive piece The steps and procedures outlined here are well detailed and the examples facilitates understanding.
Thank you for the great feedback, Collins!
it was very helpful. I have an assessment to write where in I need to mention different effective components that are needed to compile a high quality case study assessment.
Glad you liked our article! Your opinion means so much for us!
It is very important and helpful.
Thanks for the feedback, Abraham! Your opinion is very important for us!
Thanks a lot. A knowledge shared with a structured template. Stay the course
Thanks for the feedback!
Thanks for this valuable knowledge.I loved this. keep sharing. to know more about click Air India Case Study – Why Air India failed ?
We are glad to hear your opinion! Thank you for your feedback!
This is going to be a great help in my monthly analysis requirements for my subject. Thank you so much.
Thank you very much for this insightful guidelines… It has really been a great tool for writing my project. Thanks once again.
We are so glad to hear that! Thank you for your feedback!
This article was very helpful, even though I’ll have a clearer mind only after I do the case study myself but I felt very much motivated after reading this, as now I can at least have a plan of what to do compared to the clueless me I was before I read it. I hope if I have any questions or doubts about doing a case study I can clear it out here.
Sarmistha, I’m happy you found the article helpful 🙂
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How to Analyse a Case Study
Last Updated: October 10, 2022 Fact Checked
wikiHow is a “wiki,” similar to Wikipedia, which means that many of our articles are co-written by multiple authors. To create this article, 19 people, some anonymous, worked to edit and improve it over time. This article has been fact-checked, ensuring the accuracy of any cited facts and confirming the authority of its sources. This article has been viewed 406,651 times. Learn more...
Case studies are used in many professional education programs, primarily in business school, to present real-world situations to students and to assess their ability to parse out the important aspects of a given dilemma. In general, a case study should include, in order: background on the business environment, description of the given business, identification of a key problem or issue, steps taken to address the issue, your assessment of that response, and suggestions for better business strategy. The steps below will guide you through the process of analyzing a business case study in this way.
- Describe the nature of the organization under consideration and its competitors. Provide general information about the market and customer base. Indicate any significant changes in the business environment or any new endeavors upon which the business is embarking.
- Analyze its management structure, employee base, and financial history. Describe annual revenues and profit. Provide figures on employment. Include details about private ownership, public ownership, and investment holdings. Provide a brief overview of the business's leaders and command chain.
- In all likelihood, there will be several different factors at play. Decide which is the main concern of the case study by examining what most of the data talks about, the main problems facing the business, and the conclusions at the end of the study. Examples might include expansion into a new market, response to a competitor's marketing campaign, or a changing customer base.  X Research source
- Draw on the information you gathered and trace a chronological progression of steps taken (or not taken). Cite data included in the case study , such as increased marketing spending, purchasing of new property, changed revenue streams, etc.
- Indicate whether or not each aspect of the response met its goal and whether the response overall was well-crafted. Use numerical benchmarks, like a desired customer share, to show whether goals were met; analyze broader issues, like employee management policies, to talk about the response as a whole.  X Research source
- Suggest alternative or improved measures that could have been taken by the business, using specific examples and backing up your suggestions with data and calculations.
- Always read a case study several times. At first, you should read just for the basic details. On each subsequent reading, look for details about a specific topic: competitors, business strategy, management structure, financial loss. Highlight phrases and sections relating to these topics and take notes. Thanks Helpful 0 Not Helpful 0
- In the preliminary stages of analyzing a case study, no detail is insignificant. The biggest numbers can often be misleading, and the point of an analysis is often to dig deeper and find otherwise unnoticed variables that drive a situation. Thanks Helpful 0 Not Helpful 0
- If you are analyzing a case study for a consulting company interview, be sure to direct your comments towards the matters handled by the company. For example, if the company deals with marketing strategy, focus on the business's successes and failures in marketing; if you are interviewing for a financial consulting job, analyze how well the business keeps their books and their investment strategy. Thanks Helpful 2 Not Helpful 0
- Do not use impassioned or emphatic language in your analysis. Business case studies are a tool for gauging your business acumen, not your personal beliefs. When assigning blame or identifying flaws in strategy, use a detached, disinterested tone. Thanks Helpful 15 Not Helpful 4
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- ↑ https://plato.acadiau.ca/courses/Busi/IntroBus/CASEMETHOD.html
- ↑ https://www.gvsu.edu/cms4/asset/CC3BFEEB-C364-E1A1-A5390F221AC0FD2D/business_case_analysis_gg_final.pdf
- ↑ https://bizfluent.com/12741914/how-to-analyze-a-business-case-study
- ↑ http://www.business-fundas.com/2009/how-to-analyze-business-case-studies/
- ↑ https://writingcenter.uagc.edu/writing-case-study-analysis
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