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Case study executive summary: examples and tips.

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Case study recaps serve as powerful tools for conveying complex information in a concise, digestible format. These summaries distill the essence of a comprehensive case study, highlighting key insights, challenges, and outcomes. By providing a snapshot of real-world scenarios, case study recaps offer valuable learning opportunities for professionals across various industries. They enable readers to quickly grasp the core elements of a project or initiative, making them ideal for busy executives, decision-makers, and stakeholders who need to absorb critical information efficiently.

Effective case study recaps not only save time but also facilitate knowledge sharing and decision-making within organizations. They showcase successful strategies, innovative solutions, and lessons learned, inspiring others to apply similar approaches in their own contexts. As we delve deeper into the art of crafting compelling case study recaps, we'll explore best practices, examples, and tips to help you create impactful summaries that resonate with your target audience.

Creating Effective Executive Summaries for Case Studies

Creating an effective executive summary for a case study requires a strategic approach to distill complex information into a concise, impactful format. A well-crafted case study recap serves as a powerful tool for decision-makers, offering a quick overview of key findings and insights. To achieve this, focus on highlighting the most critical elements of your research, including the problem statement, methodology, and key outcomes.

Begin by clearly articulating the challenge or opportunity that prompted the case study. This sets the stage for the reader and provides essential context. Next, outline the approach taken to address the issue, emphasizing any innovative methods or unique perspectives employed. Finally, present the results and their implications, ensuring that the value proposition is clearly communicated. By following these guidelines, you can create a compelling executive summary that captures the essence of your case study and engages your audience effectively.

What Makes a Good Executive Summary?

A well-crafted executive summary serves as a powerful tool for conveying the essence of a case study. It distills complex information into a concise, easily digestible format that captures the reader's attention. An effective summary highlights key findings, insights, and outcomes while maintaining a clear narrative structure.

To create a compelling case study recap, focus on presenting the most critical elements. Begin with a brief overview of the client's challenge or problem, followed by the implemented solution and its rationale. Emphasize measurable results and tangible benefits achieved through the intervention. Include relevant statistics or data points to support your claims and demonstrate the impact of the solution. Conclude with key takeaways or lessons learned, providing valuable insights for readers facing similar challenges.

The Role of a Case Study Recap in Summarizing Findings

A case study recap serves as a powerful tool for distilling complex findings into a concise, digestible format. This summary acts as a bridge between the detailed analysis and the key takeaways, allowing readers to quickly grasp the essence of the study. By highlighting the most significant outcomes, challenges overcome, and lessons learned, a well-crafted recap provides valuable insights at a glance.

Effective case study recaps often follow a structured approach, presenting information in a logical flow. They typically begin with a brief overview of the problem or situation, followed by the implemented solution and its results. This format enables readers to understand the context, appreciate the actions taken, and recognize the achieved outcomes. By condensing the most crucial elements of the case study, the recap becomes an indispensable tool for decision-makers, stakeholders, and those seeking to apply similar strategies in their own contexts.

Case Study Recap: Examples of Effective Executive Summaries

Effective executive summaries are crucial for conveying the key insights of a case study concisely. Let's explore some exemplary recaps that demonstrate best practices in summarizing complex information. These examples showcase how to distill essential findings, highlight key metrics, and present actionable recommendations.

One standout case study recap comes from a tech startup that revolutionized customer service. Their executive summary began with a compelling problem statement, followed by a brief overview of their innovative solution. The recap then presented three key performance indicators that demonstrated the solution's impact, including a 40% reduction in response times and a 25% increase in customer satisfaction scores. By focusing on these critical metrics, the summary effectively communicated the project's success in just a few sentences.

Another noteworthy example comes from a healthcare organization that implemented a new patient management system. Their executive summary excelled in presenting a clear before-and-after comparison. It succinctly outlined the challenges faced prior to implementation, then highlighted the improvements achieved, such as a 30% decrease in wait times and a 50% reduction in administrative errors. This approach provided a clear narrative of transformation and results.

Example 1: Comprehensive yet Concise

In the realm of case study analysis, striking the right balance between comprehensiveness and conciseness is crucial. A well-crafted executive summary serves as a powerful tool to capture the essence of a complex case study in a digestible format. This approach allows readers to grasp key insights quickly without sacrificing depth.

To achieve this balance, focus on distilling the most critical elements of your case study. Begin by clearly stating the problem or challenge addressed, followed by a brief overview of the methodology used. Then, highlight the main findings and their implications. Conclude with actionable recommendations or lessons learned. By presenting information in this structured manner, you create a compelling narrative that engages readers while providing valuable insights efficiently.

Example 2: Highlighting Key Metrics and Outcomes

In crafting an effective case study executive summary, highlighting key metrics and outcomes is crucial. This example demonstrates how to present quantifiable results that capture attention and underscore the value delivered. By focusing on specific, measurable achievements, you can quickly convey the impact of your solution or intervention.

Consider structuring this section with clear, concise statements that showcase impressive figures. For instance, "Increased revenue by 35% within six months" or "Reduced operational costs by $500,000 annually" immediately grab the reader's attention. Pair these metrics with brief explanations of how they were achieved, tying them directly to the actions taken. This approach not only validates your success but also provides context for the reader to understand the significance of the outcomes in relation to the client's initial challenges.

Conclusion: Mastering the Art of Case Study Recap in Executive Summaries

Mastering the art of case study recap is crucial for creating impactful executive summaries. By distilling complex information into concise, actionable insights, you enable decision-makers to grasp key findings quickly. Effective recaps highlight the most significant outcomes, challenges overcome, and lessons learned from each case study.

To excel in case study recaps, focus on presenting a clear narrative that emphasizes the value derived from the project. Utilize data visualization techniques to illustrate key metrics and results. Remember to tailor your language to your audience, ensuring that technical jargon doesn't obscure the main takeaways. By honing these skills, you'll create executive summaries that drive informed decision-making and showcase the true impact of your case studies.

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How to Write an Executive Summary for a Case Study

Updated July 2024: You’re not going to invest your time and energy in reading a case study unless you know it is relevant to your situation. How do you know if it’s relevant? By reading the executive summary. This is why it is so important for you to learn how to write an executive summary for a case study.

In this post, we show you what makes a compelling executive summary for case studies, and provide you with 4 examples from leading B2B SaaS companies.

Every word counts when writing an executive summary for a case study

Executive summaries can be short and sweet.

• Or executive summaries might need to be longer

Sometimes executive summaries miss the mark entirely

• You can do better with your executive summary

This is the third post in a 9-part series on how to write a case study .

When thinking about how to write an executive summary for a case study, you need to create 2 or 3 crucial sentences that provide a concise overview of the case study. It must be informative and:

• summarize the story by introducing the customer and their pain points
• explain what your organization did
• highlight the key results, including 1 or 2 statistics that drive home the takeaway message

Write the executive summary first to help you focus the rest of the case study. But don’t be too rigid: in the process of reviewing the interview transcript or writing the main copy, another point or statistic may emerge as having more impact than what you’ve chosen to highlight. Revisit your executive summary after writing the case study to make sure it’s as strong and accurate as possible.

If you need a hand with your SaaS case studies, have a look at our case study writing service .

This executive summary example from Segment is just a headline followed by a glorified subhead—but it does the trick!

Source: Segmen t

Here’s another great example of a quick, yet helpful executive summary for Plaid’s case study:

Source: Plaid

And here’s one more example of a quick executive summary for G2’s case study:

Sometimes you may need a longer executive summary

For complex case studies, you may need a more in-depth executive summary to give readers an overview of the case study.

Here’s a more fleshed-out executive summary from Feathr:

Source: Feathr

It effectively introduces the challenge and solution, and the results are impossible to miss.

Here’s another great example from Gong. Notice they just use “Challenge” and “Outcome”.

Source: Gong

Source: Bullhorn

This is not an executive summary. It is merely an introduction. We have no idea what the problem or solution is, and there’s nothing to motivate us to read further.

You can do better with your executive summaries

Be precise. Impress the reader with key results. Let them see that you offer solutions that matter.

Get the help you need

As a SaaS company, you need to partner with someone who “gets it”. We are a SaaS content marketing agency that works with high-growth companies like Calendly, ClickUp and WalkMe. Check out our done-for-you case study writing service .

As the founder of Uplift Content, Emily leads her team in creating done-for-you case studies, ebooks and blog posts for high-growth SaaS companies like ClickUp, Calendly and WalkMe. Connect with Emily on Linkedin

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How to Write a Case Study: A Step-by-Step Guide (+ Examples)

by Todd Brehe

on Jan 3, 2024

If you want to learn how to write a case study that engages prospective clients, demonstrates that you can solve real business problems, and showcases the results you deliver, this guide will help.

We’ll give you a proven template to follow, show you how to conduct an engaging interview, and give you several examples and tips for best practices.

Let’s start with the basics.

What is a Case Study?

A business case study is simply a story about how you successfully delivered a solution to your client.

Case studies start with background information about the customer, describe problems they were facing, present the solutions you developed, and explain how those solutions positively impacted the customer’s business.

Do Marketing Case Studies Really Work?

Absolutely. A well-written case study puts prospective clients into the shoes of your paying clients, encouraging them to engage with you. Plus, they:

• Get shared “behind the lines” with decision makers you may not know;
• Leverage the power of “social proof” to encourage a prospective client to take a chance with your company;
• Build trust and foster likeability;
• Lessen the perceived risk of doing business with you and offer proof that your business can deliver results;
• Help prospects become aware of unrecognized problems;
• Show prospects experiencing similar problems that possible solutions are available (and you can provide said solutions);
• Make it easier for your target audience to find you when using Google and other search engines.

Case studies serve your clients too. For example, they can generate positive publicity and highlight the accomplishments of line staff to the management team. Your company might even throw in a new product/service discount, or a gift as an added bonus.

But don’t just take my word for it. Let’s look at a few statistics and success stories:

5 Winning Case Study Examples to Model

Before we get into the nuts and bolts of how to write a case study, let’s go over a few examples of what an excellent one looks like.

The five case studies listed below are well-written, well-designed, and incorporate a time-tested structure.

1. Lane Terralever and Pinnacle at Promontory

This case study example  from Lane Terralever  incorporates images to support the content and effectively uses subheadings to make the piece scannable.

2. WalkMe Mobile and Hulyo

This case study  from WalkMe Mobile  leads with an engaging headline and the three most important results the client was able to generate.

In the first paragraph, the writer expands the list of accomplishments encouraging readers to learn more.

3. CurationSuite Listening Engine

This is an example of a well-designed printable case study . The client, specific problem, and solution are called out in the left column and summarized succinctly.

4. Brain Traffic and ASAE

This long format case study (6 pages) from Brain Traffic  summarizes the challenges, solutions, and results prominently in the left column. It uses testimonials and headshots of the case study participants very effectively.

5. Adobe and Home Depot

This case study  from Adobe and Home Depot  is a great example of combining video, attention-getting graphics, and long form writing. It also uses testimonials and headshots well.

Now that we’ve gone over the basics and showed a few great case study examples you can use as inspiration, let’s roll up our sleeves and get to work.

A Case Study Structure That Pros Use

Let’s break down the structure of a compelling case study:

Choose Your Case Study Format

In this guide, we focus on written case studies. They’re affordable to create, and they have a proven track record. However, written case studies are just one of four case study formats to consider:

• Infographic

If you have the resources, video (like the Adobe and Home Depot example above) and podcast case studies can be very compelling. Hearing a client discuss in his or her own words how your company helped is an effective content marketing strategy

Infographic case studies are usually one-page images that summarize the challenge, proposed solution, and results. They tend to work well on social media.

Follow a Tried-and-True Case Study Template

The success story structure we’re using incorporates a “narrative” or “story arc” designed to suck readers in and captivate their interest.

Note:  I recommend creating a blog post or landing page on your website that includes the text from your case study, along with a downloadable PDF. Doing so helps people find your content when they perform Google and other web searches.

There are a few simple SEO strategies that you can apply to your blog post that will optimize your chances of being found. I’ll include those tips below.

Craft a Compelling Headline

The headline should capture your audience’s attention quickly. Include the most important result you achieved, the client’s name, and your company’s name. Create several examples, mull them over a bit, then pick the best one. And, yes, this means writing the headline is done at the very end.

SEO  Tip:  Let’s say your firm provided “video editing services” and you want to target this primary keyword. Include it, your company name, and your client’s name in the case study title.

Write the Executive Summary

This is a mini-narrative using an abbreviated version of the Challenge + Solution + Results model (3-4 short paragraphs). Write this after you complete the case study.

SEO  Tip:  Include your primary keyword in the first paragraph of the Executive Summary.

Provide the Client’s Background

Introduce your client to the reader and create context for the story.

List the Customer’s Challenges and Problems

Vividly describe the situation and problems the customer was dealing with, before working with you.

SEO  Tip:  To rank on page one of Google for our target keyword, review the questions listed in the “People also ask” section at the top of Google’s search results. If you can include some of these questions and their answers into your case study, do so. Just make sure they fit with the flow of your narrative.

Detail Your Solutions

Explain the product or service your company provided, and spell out how it alleviated the client’s problems. Recap how the solution was delivered and implemented. Describe any training needed and the customer’s work effort.

Show Your Results

Detail what you accomplished for the customer and the impact your product/service made. Objective, measurable results that resonate with your target audience are best.

List Future Plans

Share how your client might work with your company in the future.

Give a Call-to-Action

Clearly detail what you want the reader to do at the end of your case study.

Talk About You

Include a “press release-like” description of your client’s organization, with a link to their website. For your printable document, add an “About” section with your contact information.

And that’s it. That’s the basic structure of any good case study.

Now, let’s go over how to get the information you’ll use in your case study.

How to Conduct an Engaging Case Study Interview

One of the best parts of creating a case study is talking with your client about the experience. This is a fun and productive way to learn what your company did well, and what it can improve on, directly from your customer’s perspective.

Here are some suggestions for conducting great case study interviews:

When Choosing a Case Study Subject, Pick a Raving Fan

Your sales and marketing team should know which clients are vocal advocates willing to talk about their experiences. Your customer service and technical support teams should be able to contribute suggestions.

Clients who are experts with your product/service make solid case study candidates. If you sponsor an online community, look for product champions who post consistently and help others.

When selecting a candidate, think about customer stories that would appeal to your target audience. For example, let’s say your sales team is consistently bumping into prospects who are excited about your solution, but are slow to pull the trigger and do business with you.

In this instance, finding a client who felt the same way, but overcame their reluctance and contracted with you anyway, would be a compelling story to capture and share.

Prepping for the Interview

If you’ve ever seen an Oprah interview, you’ve seen a master who can get almost anyone to open up and talk. Part of the reason is that she and her team are disciplined about planning.

Before conducting a case study interview, talk to your own team about the following:

• What’s unique about the client (location, size, industry, etc.) that will resonate with our prospects?
• Why did the customer select us?
• How did we help the client?
• What’s unique about this customer’s experience?
• What problems did we solve?
• Were any measurable, objective results generated?
• What do we want readers to do after reading this case study analysis?

Pro Tip:  Tee up your client. Send them the questions in advance.

Providing questions to clients before the interview helps them prepare, gather input from other colleagues if needed, and feel more comfortable because they know what to expect.

In a moment, I’ll give you an exhaustive list of interview questions. But don’t send them all. Instead, pare the list down to one or two questions in each section and personalize them for your customer.

Nailing the Client Interview

Decide how you’ll conduct the interview. Will you call the client, use Skype or Facetime, or meet in person? Whatever mode you choose, plan the process in advance.

Make sure you record the conversation. It’s tough to lead an interview, listen to your contact’s responses, keep the conversation flowing, write notes, and capture all that the person is saying.

A recording will make it easier to write the client’s story later. It’s also useful for other departments in your company (management, sales, development, etc.) to hear real customer feedback.

Use open-ended questions that spur your contact to talk and share. Here are some real-life examples:

Introduction

• Recap the purpose of the call. Confirm how much time your contact has to talk (30-45 minutes is preferable).
• Confirm the company’s location, number of employees, years in business, industry, etc.
• What’s the contact’s background, title, time with the company, primary responsibilities, and so on?

Initial Challenges

• Describe the situation at your company before engaging with us?
• What were the initial problems you wanted to solve?
• What was the impact of those problems?
• When did you realize you had to take some action?
• What solutions did you try?
• What solutions did you implement?
• What process did you go through to make a purchase?
• How did the implementation go?
• How would you describe the work effort required of your team?
• If training was involved, how did that go?

Results, Improvements, Progress

• When did you start seeing improvements?
• What were the most valuable results?
• What did your team like best about working with us?
• Would you recommend our solution/company? Why?

Future Plans

• How do you see our companies working together in the future?

Honest Feedback

• Our company is very focused on continual improvement. What could we have done differently to make this an even better experience?
• What would you like us to add or change in our product/service?

During the interview, use your contact’s responses to guide the conversation.

Once the interview is complete, it’s time to write your case study.

How to Write a Case Study… Effortlessly

Case study writing is not nearly as difficult as many people make it out to be. And you don’t have to be Stephen King to do professional work. Here are a few tips:

• Use the case study structure that we outlined earlier, but write these sections first: company background, challenges, solutions, and results.
• Write the headline, executive summary, future plans, and call-to-action (CTA) last.
• In each section, include as much content from your interview as you can. Don’t worry about editing at this point
• Tell the story by discussing their trials and tribulations.
• Stay focused on the client and the results they achieved.
• Make their organization and employees shine.
• When including information about your company, frame your efforts in a supporting role.

Also, make sure to do the following:

Add Testimonials, Quotes, and Visuals

The more you can use your contact’s words to describe the engagement, the better. Weave direct quotes throughout your narrative.

Strive to be conversational when you’re writing case studies, as if you’re talking to a peer.

Include images in your case study that visually represent the content and break up the text. Photos of the company, your contact, and other employees are ideal.

If you need to incorporate stock photos, here are three resources:

• Deposit p hotos

And if you need more, check out Smart Blogger’s excellent resource: 17 Sites with High-Quality, Royalty-Free Stock Photos .

Proofread and Tighten Your Writing

Make sure there are no grammar, spelling, or punctuation errors. If you need help, consider using a grammar checker tool like Grammarly .

My high school English teacher’s mantra was “tighten your writing.” She taught that impactful writing is concise and free of weak, unnecessary words . This takes effort and discipline, but will make your writing stronger.

Also, keep in mind that we live in an attention-diverted society. Before your audience will dive in and read each paragraph, they’ll first scan your work. Use subheadings to summarize information, convey meaning quickly, and pull the reader in.

Be Sure to Use Best Practices

Consider applying the following best practices to your case study:

• Stay laser-focused on your client and the results they were able to achieve.
• Even if your audience is technical, minimize the use of industry jargon . If you use acronyms, explain them.
• Leave out the selling and advertising.
• Don’t write like a Shakespearean wannabe. Write how people speak. Write to be understood.
• Clear and concise writing is not only more understandable, it inspires trust. Don’t ramble.
• Weave your paragraphs together so that each sentence is dependent on the one before and after it.
• Include a specific case study call-to-action (CTA).
• A recommended case study length is 2-4 pages.
• Commit to building a library of case studies.

Get Client Approval

After you have a final draft, send it to the client for review and approval. Incorporate any edits they suggest.

Use or modify the following “Consent to Publish” form to get the client’s written sign-off:

Consent to Publish

Case Study  Title:

I hereby confirm that I have reviewed the case study listed above and on behalf of the [Company Name], I provide full permission for the work to be published, in whole or in part, for the life of the work, in all languages and all formats by [Company publishing the case study].

By signing this form, I affirm that I am authorized to grant full permission.

Company Name:

E-mail Address:

Common Case Study Questions (& Answers)

We’ll wrap things up with a quick Q&A. If you have a question I didn’t answer, be sure to leave it in a blog comment below.

Should I worry about print versions of my case studies?

Absolutely.

As we saw in the CurationSuite  and Brain Traffic  examples earlier, case studies get downloaded, printed, and shared. Prospects can and will judge your book by its cover.

So, make sure your printed case study is eye-catching and professionally designed. Hire a designer  if necessary.

Why are good case studies so effective?

Case studies work because people trust them.

They’re not ads, they’re not press releases, and they’re not about how stellar your company is.

Plus, everyone likes spellbinding stories with a hero [your client], a conflict [challenges], and a riveting resolution [best solution and results].

How do I promote my case study?

After you’ve written your case study and received the client’s approval to use it, you’ll want to get it in front of as many eyes as possible.

Try the following:

• Make sure your case studies can be easily found on your company’s homepage.
• Tweet and share the case study on your various social media accounts.
• Have your sales team use the case study as a reason to call on potential customers. For example: “Hi [prospect], we just published a case study on Company A. They were facing some of the same challenges I believe your firm is dealing with. I’m going to e-mail you a copy. Let me know what you think.”
• Distribute printed copies at trade shows, seminars, or during sales presentations.
• If you’re bidding on a job and have to submit a quote or a Request for Proposal (RFP), include relevant case studies as supporting documents.

Ready to Write a Case Study That Converts?

If you want to stand out and you want to win business, case studies should be an integral part of your sales and marketing efforts.

Hopefully, this guide answered some of your questions and laid out a path that will make it faster and easier for your team to create professional, sales-generating content.

Now it’s time to take action and get started. Gather your staff, select a client, and ask a contact to participate. Plan your interview and lead an engaging conversation. Write up your client’s story, make them shine, and then share it.

Get better at the case study process by doing it more frequently. Challenge yourself to write at least one case study every two months.

As you do, you’ll be building a valuable repository of meaningful, powerful content. These success stories will serve your business in countless ways, and for years to come.

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How To Write A Case Study [Template plus 20+ Examples]

In an era where every niche seems completely saturated, learning how to write a case study is one of the most important time investments you can make in your business.

That’s because case studies help you present a compelling story of success to bottom-of–funnel decision makers. Do it right, and a solid case study can greatly increase your chances of closing new deals.

A 2023 study from the Content Marketing Institute found that 36% of B2B marketers consider case studies to be effective tools for converting prospects into customers.

In this article, I’ll show you step-by-step exactly how to write a case study that makes an impact. Along the way, I’ll highlight several stellar case studies that illustrate how to do it right.

What you will learn

• What a case study is and what it's not.
• How an effective case study can help establish you as an expert and land more clients.
• How to choose the right topic for your case study, taking into account client successes and broad appeal in your customer's industry.
• The essential parts of a good case study and how to write each one.
• Style and formatting points that will make your case study stand out for readers to understand.
• 4 tips for conducting an effective client interview.
• 6 real-life case studies that you can use as examples for creating your own customer stories.

What is a case study?

A case study is a detailed story about how your products or services helped a client overcome a challenge or meet a goal. Its main purpose is to prove to potential customers that you understand their problems and have the experience and expertise to help solve them.

But, even though a case study can help you attract and win customers, it's not just an advertisement for your offerings.

In truth, your company shouldn’t even be the main focus of a good case study.

Instead, a winning case study follows a successful business transformation from beginning to end and shows how you made it all possible for your client.

An example of a case study that conveys a strong customer story is the deep dive we did into how ClickUp used SurferSEO to boost their blog traffic by 85% in a year.

Why you should write a case study

The most obvious reason why you should write a case study is that it's a great way to show potential customers how others in their position have benefited from your product or service.

Here are a few of the key benefits of writing a case study, all of which can help you turn readers into customers.

Demonstrates expertise 

A well-written case study shows clearly how your company solved a complex problem or helped a particular customer make improvements using your solution.

This is the sort of expertise other potential clients will look for when they run into the same sort of issues.

For instance, one of CrowdStrike's case studies shows how they helped Vijilan scale its logging capacity so they could stop turning away business.

This positions CrowdStrike as experts in helping deal with log management issues.

Other companies dealing with their own logging problems will definitely find this to be a compelling story. And you can bet CrowdStrike will be on their short list of potential solution providers after reading this case study.

Educates potential customers 

You might have the best product on the market, but it won't do you any good if potential clients don't understand how it might help them.

A case study breaks down those barriers by showing real-life examples of your product in action, helping other customers solve their problems.

A good example is the Trello case study library .

Each story gives detailed examples showing how the customer uses Trello and includes actual screenshots from their workflows.

Here is an interesting snapshot from the BurgerFi example.

Here, you get a glimpse of a live Trello board that BurgerFi uses to manage their marketing assets.

By showing how existing clients use your product, you make it a lot easier for future customers to imagine how it might work for their needs, too.

Generates leads 

A strong case study is a valuable piece of content that provides insights and can help companies make decisions.

Many of them would be happy to give you their contact information in exchange for the chance to read about potential solutions to their problems.

That combination of valuable content and a hungry market makes case studies great tools for lead generation.

You can either gate part of your case study and leave the rest of it public, or require an email address and other contact information in order to download the full study.

That's the approach Pulsara took in detailing how their telehealth communication platform helped EvergreenHealth improve efficiency:

The names and addresses you collect with this approach will be about as warm as you could ever hope for since they probably have the same sort of problems you solved in your case study.

Along the same lines, case studies can be extremely effective in upselling or cross-selling other products to the decision-makers who read them.

And they are great tools for persuading a client to make a purchase with you.

Indeed, a great case study can often be the "final straw" that lands you a client considering your services.

A 2023 survey by Uplift Content , for example, found that 39% of SaaS marketers ranked case studies as being very effective for increasing sales.

That made it their #1 tactic for the second year in a row.

Builds trust 

Potential clients want to know that they can trust you to handle their business with care and to deliver on your promises.

A case study is the perfect vehicle to show that you can do just that.

Take advantage of that opportunity to present statistics, client testimonials, graphics, and any other proof that you can get results.

For example, in their case study about helping a law firm uncover critical data for a tricky case, Kroll shows us just how much they were able to cut through the noise:

Any law firm staring at its own pile of documents to search through would love to have that haystack reduced by a factor of 32.5x, too.

And Sodexo makes good use of customer testimonials in their case studies, like this quote from the procurement lead for a Montana mining company.

Having existing customers tell the world that they count on you is powerful free advertising and builds trust with your readers. That can help transform them into customers down the road.

Provides social proof 

You can also use your case study to show that your product or service works in a specific industry.

Real-world examples of customer success stories position you as someone their peers and competitors can turn to, too.

For instance, Stericycle details how they helped seven children's hospitals get a handle on their "sharps" management:

They also include glowing quotes from hospital leaders in the same study.

Other hospitals looking for help in disposing of their hazardous waste will know right away after reading this study that Stericycle understands their needs.

This is the type of social proof that can really help establish you as a go-to solution for the industries you serve.

How to choose a subject for your case study

In order to get the most bang for your buck from your case study, you need to make sure you pick a topic that resonates with your target audience. And one that can make your solution look its best.

Below are 4 ways to select the best subject for your case study.

1. Choose a popular topic

Make sure the topic you tackle in your case study is one that most of your potential clients are searching for.

You may be tempted to highlight an unusual project that you find especially interesting. But that usually won't have the same sort of selling power as a topic with more broad appeal.

For instance, Aruba Networks has helped colleges and universities with all sorts of networking projects. Some of those involve really fascinating edge cases like research labs, esports arenas, and other innovative solutions.

But what most schools are looking for in a network upgrade is improving connectivity across campus while enhancing security and saving money.

Those are exactly the outcomes Aruba focuses on in its Doane University case study .

Remember that your case study is likely to be read by decision-makers at the bottom of the sales funnel who are ready to buy.

Your content needs to resonate with them and address the questions they want answered in order to make their decision.

Aruba tackles their customers' concerns head-on throughout the Doane study, as you can see from their section headings:

• "Realizing a hyper-connected vision"
• "10X throughput eliminates academic barriers"
• "More secure with less effort"
• "Greener and more resilient at better insurance rates"

College administrators can see at a glance that Aruba understands their needs and has helped other institutions with similar problems.

2. Consider relevance and attractiveness

Although you want to choose a popular subject for your case study (as discussed above), it's also important to make sure it's relevant to your target audience.

For instance, if you provide design services, a one-off project you did to help a local company set up its website might have taught you a lot. But most of your potential readers will be much more interested in reading about how your designs helped that client improve brand perception.

It’s also best to choose a situation where your product or service is used in a way that you expect most potential users to adopt. 

For example, Allegion's Mount Holyoke case study (PDF) details how one campus used their products to move to contactless and mobile entry systems.

Students today demand more control over their physical security than ever before. And the administrative overhead of managing thousands of doors and physical keys on a college campus is enormous.

As a result, most schools are interested in using technology to enable their students and reduce staffing costs.

Allegion hits those points dead-on with this case study.

An added benefit of choosing a topic with broad appeal among your target client base is that you can use the content in your normal distribution channels.

For example, you can publish all or part of it as a blog post, include it in your newsletter, or use it as the basis for a YouTube video. Wherever your audience is, that's probably a good place to promote your case study.

3. Identify a 5 star use case

A case study is like a sales executive for your company.

It needs to show your product or service in the best possible light and highlight its features and benefits while distinguishing it from other products.

Choose a client example that really makes your solution look like a superstar and showcases its most outstanding attributes.

You should also avoid showing your product or service being used in a novel or completely innovative way. While that can provide some solid insight, you risk alienating your typical client who needs to know that you can solve their specific problem.

Instead, your case study should demonstrate how your solution took on a common industry problem and delivered stellar results.

A great example is Beckman Coulter's case study that details their work with Alverno Labs.

The objective was to reduce the time it took Alverno to deliver lab test results while reducing operating costs, which are common goals for many testing labs.

The case study presents a detailed description of how Beckman Coulter implemented a continuous improvement process for Alverno. They enhance the discussion with several meaty visuals like this project roadmap:

They also include plenty of tangible data to prove their success.

And of course, include direct client testimonials:

From top to bottom, this case study proves that Beckman Coulter understands their customers business needs and can offer top-notch solutions.

4. Find a satisfied customer

You're going to need input from your client in order to build the most complete and accurate case study that you can.

So when you're trying to choose a customer story to use, look for a client who is happy to share their positive experience working with you.

Try to find one who seems genuinely eager to talk so that they will be timely with their responses to your questions.

If you have a customer who is willing to sit down for an actual interview with you, they're a great candidate. You'll get answers quickly, and the client is obviously comfortable enough with your relationship to talk with you directly.

A good example that focuses on a satisfied client comes from Aerofloat, an Australian wastewater treatment company.

In their Norco Food Case Study , Aerofloat reports that Norco hired them for additional projects as a result of their successful prior engagement:

It's always good to show prospective clients that your existing customers stick with you.

So try to pick a case study done in collaboration with a current client, not one from the past.

Aerofloat also highlights their ongoing relationship with Norco by also including them in the customer list on their About page:

How to write a case study

Now that we’ve covered the benefits of writing a case study and figured out how to pick the best topic for your situation, it’s time to get down to the business of writing.

Below is a rundown of the sections that make up the structure of a typical case study. For each piece, I’ll show you what types of content you should include and give you an example of a study that does it right.

Here are 8 tips to writing a case study.

1. Attention grabbing title

The title of your case study needs to grab potential readers attention and convince them that this is a valuable piece of content.

Make your title catchy, concise, and descriptive, just like you would for a good blog post. But you also need to make sure you give your readers a clear idea of what the case study is about.

Offer them at least a hint of the type of results you were able to deliver, too.

It’s a good idea to use numbers here – the higher, the better. It's especially effective if you can show how quickly you got results and how much money your client saved or made as a result of working with you.

Our ClickUp case study that I mentioned earlier is a good example. The full title is

SurferSEO Helps ClickUp Publish 150+ Articles And Achieve Blog Traffic Growth of 85% in 12 Months.

Here are some other case studies that make effective use of numbers in their titles:

• Healthcare Administrative Partners Increases Online Patient Payments by 20% in Two Months
• Case Study: Taylor Kotwa, Sprinter, Increases FTP 7% in 4 months
• Case Study: Lakeview Farms Reduced Downtime by 36% in 6 Months
• CASELY case study: Improved first response time by 10x while experiencing 16,954% growth

This type of headline gives potential clients a sense that you will work with urgency to improve their bottom-line results.

2. Hook readers in your introduction

The introduction of your case study should set the stage for the comprehensive narrative that follows.

Give a brief description of the problem for context and quickly introduce the customer's story. Touch on the results you helped them achieve, but don't go overboard on details.

Overall, the introduction should give your reader just enough information to keep them engaged and ready to move into the heart of the case study.

It should also establish that they're in the right place and that you are the right person to be telling this story.

This case study about the cybersecurity program at Investors Bank includes a solid example of an effective introduction:

3. Highlight the challenge

This section should clearly outline the problem or challenge that your customer is facing.

Help your readers understand why a solution was necessary, and why that specific pain point was bothering the client. 

And, since this is the entire motivation for the project in the first place, don't skimp on details.

For instance, one of Verkada's case studies explains why maintaining security cameras is a huge challenge for Crystal Mountain Resort in Washington state. They start off with a direct quote from the resort's IT director:

The elevation tops out at a little over 7,000 feet, so the weather conditions can get extreme. We needed durable cameras capable of handling everything from snowstorms to 100 MPH winds.

That makes it crystal clear what sort of problem Crystal Mountain was facing.

The case study then adds more detail with separate subsections about hardware durability, image quality, and cumbersome footage retrieval.

By the time they finish reading this section, your readers should have no doubt about what the problem is and why a solution is needed.

4. Solve their problem

The solution section is one of the most important parts of a case study.

This is your chance to describe how your product or service provided a solution to the problem or challenge your client was having.

It's where you can really start to make a connection with potential new clients by showing them that you understand the issue at hand.

First, provide some details about how you analyzed the situation. The Kroll case study on handling critical legal data mentioned earlier does a great job of this with bullet points describing their research process.

This type of analysis helps build confidence that you take a thorough approach to your engagements and are looking out for your clients best interests.

Now you can move on to describe the solution you and your client chose based on your investigation.

In their legal case study, Kroll determined that the best solution involved digitizing thousands of paper documents and using AI to analyze more than a million documents.

Kroll describes in detail how they used their RelativityOne system to achieve those goals:

This level of detail helps prospective customers better understand the root cause of their problems and positions you as the right company to solve them.

5. Showcase your results

The results section is all about proving that you can actually deliver on the promise of your proposed solution. Go heavy on the details here, too, and make sure your readers understand the results you achieved.

Wherever possible, use specific numbers and data points to show exactly how effective your solution was for your client.

A good example is this BetterBricks case study showing how they helped an aerospace company slash energy costs.

They distilled their bottom line results into a simple table:

The text of the study then goes into more detail about what these numbers mean, but this quick graphic lets readers know right away the scope of the results achieved.

Here is a sampling of BetterBrick’s more detailed explanation of their results in this case:

This is your place to really crow about the success you achieved with your client, so make it as obvious as possible just how impactful you were.

6. Use multimedia well

One way to make a lasting impression on potential clients is to include relevant visuals throughout your case study.

Graphs, screenshots, and product photos help break up the text and make your study more engaging overall.

But they can also add details to your story and make a memorable visual impact beyond what mere words can accomplish.

We got a taste of that with the table of results in the BetterBricks example above, but that's just the start.

Inrix is a good example of a company that loads up its case studies with insightful and engaging media to tell a better story.

For instance, in their breakdown of a collaboration with the Pennsylvania Department of Transportation (DOT), Inrix uses charts, tables, and graphs throughout.

One innovative example is this diagram about crash distances:

This really brings the idea to life in a way that words alone can't, and it's likely to stick with readers long after they've clicked off the case study.

Other types of media that companies use to good effect in their case studies include pictures of key client stakeholders, interactive charts, tables, and simple graphs.

You can see in this high-level overview that Inrix includes most of these in their Pennsylvania DOT case study:

You can even use video to demonstrate your solution or to share a client testimonial.

If possible, include direct quotes from your client to add authenticity to the case study.

This will show potential customers that you and your existing client have a good relationship and that they value your work.

It’s pretty compelling stuff to have a ringing endorsement like this one from an EnergyCAP case study , to show your readers:

You can place customer quotes throughout the case study to highlight important points, and you should definitely try to include at least one that shows overall customer satisfaction.

Chances are you have some of these quotes already in the form of testimonials or as part of the customer interview you conducted in preparing for your case study (more on that later).

You can use those quotes here if they fit the context of your case study.

That will save time and red tape for both you and your client since they'll be reviewing your final case study before it goes live anyway.

8. Conclusion

The conclusion should summarize the key points of the case study and reinforce the success of the solution. It could also include a call to action, encouraging readers to try your product or service or to get in touch for more information.

You might also include information about future plans with the client to reinforce the idea that your relationship is strong and ongoing.

That's the approach that Gravitate Design used in their case study about helping GoBeyond with their bounce rates and time on page:

Like the introduction, the conclusion section of a case study should be short and sweet, giving just enough detail to make the reader want to hear more from you.

Checklist for case studies

Beyond the story that you want to tell in your case study, you also need to pay attention to several other factors. Indeed, the layout and format of your study can have a big impact on how effective it is at keeping your readers engaged and delivering your message.

Here is a quick checklist for creating case studies.

Break up the text with headings and subheadings

Big blocks of text can be intimidating and make it tough for your audience to stay on track.

In contrast, a case study with clear headings and subheadings throughout breaks up the story and gives readers visual clues about what's coming.

This also makes the case study easier for readers to scan and helps you keep each section focused on a single idea.

Use bullet points for lists or key points

Along the same lines, bullet points let you present important information in small bits that are easy for readers to digest.

Some of the best uses of bullet points include:

• A series of facts or tips
• A list of product features or benefits
• A quick summary of results
• Steps in a how-to procedure
• A rundown of multiple statistics

For these bite-sized hunks of detail, bullets often make for a much cleaner and readable list than jamming all the information into a single paragraph. 

Bullet point lists also make great quick references for readers to come back to later.

Highlight key points with bold or italic text

Bold and italic text draws the reader’s eyes to the words you highlight, which lets you really drive home key ideas in your case study.

You can use this technique to introduce new terms, place emphasis on a sentence, and showcase important parts of your approach or results.

Like bullet points, bold and italic text also give readers a visual anchor for reference as they’re working through your document.

Make paragraphs short and to-the-point

Aim for 3-4 sentences per paragraph to keep the text readable and engaging. Each paragraph should focus on one main idea to support the subject of the section it’s in.

Using short paragraphs tells readers at a glance that there are break points throughout your case study and helps keep them engaged.

Keep consistent length across the case study 

Throughout all parts of your case study, try to cover your main points in detail without overwhelming the reader.

Your potential clients are there to find a possible solution to their problems, not to read a novel.

Give them an inviting document structure and then lead them through each section with clear explanations and no fluff.

Adjust the length based on the complexity of the subject 

The flip side of the tip above about keeping your case study tight and focused is that you need to make sure you cover your topic in detail.

Very complex topics will require more explanation and longer overall case studies than simpler subjects.

For example, a case study about paving a church parking lot might be pretty short.

But a story about implementing a comprehensive information security program for a state government will likely be much longer and more detailed.

Include a summary with some takeaways 

At the end of your case study, summarize the key takeaways and results to reinforce the message you’re trying to get across.

Briefly recap the problem your client was facing, the solution you came up with, and the results you achieved. Think of this as an executive summary that gives business leaders the TL;DR version of your customer’s success story.

Content Snare includes an eye-catching summary in the case study detailing their efforts to grow their email list:

The overall goal is to leave potential clients with a good last impression and invite them to contact you with questions.

Use visuals to break up text and illustrate points

As we saw in the "How to write a case study" section above, graphs, charts, or images can make your case study more engaging and help illustrate key ideas or results. They also add visual variety and help break up the monotony of text-heavy studies.

Use these types of visuals to help keep your readers interested and make your story more complete.

Below is a high-level view of a portion of Advanced HPC’s Philips case study , which does a great job of incorporating the points in this section. It pulls together all the visual elements to create a very appealing reader experience.

4 tips to create an effective case study

You’re going to need your customer’s input in order to craft the most effective case study possible. It’s their story, after all, and they’re the ones who know what it was like to work with you throughout the process.

They also hold key details that you probably don’t know.

So, once you have their permission to write about the project, you’ll need to talk to them about the specifics. But you also want to respect their time.

Here are 4 tips on how to conduct an interview for your case study.

Prepare questions in advance

Know what information you need and prepare questions to pull that information from your client.

Doing this in advance will help you formulate the questions and sequence them properly to avoid bias and wasting time.

Have a few follow-up or emergency questions ready, too, in case you run into a dead end. 

Record the interview

With your client’s permission, record the interview to ensure accuracy and so you can come back to listen to important points again.

This helps you avoid bothering your clients with follow-up questions and also gives you more freedom to let the interview evolve in a natural conversational manner. 

Make the interviewee comfortable

Explain the interview process to your client, why you're asking them to talk, and how the information will be used. Remember that you are the one who “needs” the case study, not them. 

So you go the extra mile to ensure that your guest is as comfortable as possible.

That also means being flexible with the format of your interview.

If your client doesn’t have time for calls, offer to trade voice notes. Or give them a shared Google document for trading questions and answers.

And if you do end up conducting a live interview, agree to meet at a time that’s best for them.

No matter how you end up conducting your interview, make it clear that your client will be able to review the final version before you make it live.

Give them veto power over any of the information you put together.

Ask open-ended questions

Even though you’ll start out with a series of questions you need answered, don’t limit yourself to those. Instead, encourage your interviewee to share their story in their own words. 

Leave some room to ask open-ended questions and let the conversation evolve naturally.

Here are a few examples of the types of questions for discussion:

• What would you do differently if you were starting this project again?
• What do you think about XYZ emerging technology in relation to your industry's challenges?
• What sorts of other projects do you think Acme's solution might help with?
• How do your company's day-to-day operations and needs from how the relevant theories describe the industry?

Especially if you’re recording the interview, as suggested above, you can go back later and put things in a logical order.

Once you have all of the raw material, then you can curate the information and edit it to come up with your final product.

6 case study examples to follow

Now that you know what makes a great case study and how to write one, let's finish up with a few more top-notch business case study examples.

Each of the case studies below hits many of the points in this article, but they all take a different approach. Use them for inspiration or when you need a little refresher on how to write a case study.

This case study provides a detailed account of how Monograph, a B2B SaaS company, improved its marketing projects and reporting using Databox.

It's a pretty straightforward example of the best practices we've discussed in this article, with an introduction followed by background information on the company (Monograph) and the challenges they faced with manual tracking of each data point.

It describes the solution that Databox helped put in place and then shows clear evidence of the results their customer achieved:

Case studies don't come much more textbook than this one, which makes it a great example to follow.

Growth Design on Airbnb

Growth Design takes a totally unique approach to case studies, each one is an online comic book!

Read through their case study about Airbnb , though, and you'll see that it meets all the criteria for a complete case study even if the setup is a little different than most.

Here is a look at the landing page for this beauty of a study.

The author starts out with a problem: the need to book a place to stay in a foreign country in a hurry. So he heads to Airbnb but ends up overwhelmed by choices and bounces to Google Maps to make his reservation.

He concludes that Airbnb was not the full solution for him in this case and suggests several places they could make improvements.

It's a pretty neat dive into a well-known user experience, and it's also a great lesson in how to use visuals to keep your readers engaged in your case study.

This case study about how Grubhub used Webflow to build a viral marketing campaign hits you with stunning results right off the bat.

From there, the study tells the full story of how they achieved these results. Even though the author doesn't explicitly break out the problem, solution, and results sections, she still takes the reader through that journey.

It's a concise but complete story broken up by a few choice graphics.

This case study dives into how Employment Hero uses Slack to keep their remote employees engaged and productive as the company grows.

It details how Employee Hero continuously reevaluates its app usage to identify possible solutions to issues that arise and how Slack consistently helps meet the challenges.

This case study is a great example of picking a use case that is relevant to most of Slack's user base -- improving communication and productivity among remote employees.

Slack also makes effective use of quotes from the decision makers at Employment Hero.

We already talked about our ClickUp case study a little earlier in this article, but it's worth a deeper look as an example to help guide your writing.

As you would expect, this case study hits main points we've covered here: problem statement, solution, and results.

But there are a couple of "extras" that make this one stand out.

For starters, it doesn't just present a single solution. It presents three , each one addressing a different aspect of ClickUp's objectives and each one showcasing a different Surfer feature set. 

For example, solution #1 describes how ClickUp improved their on-page SEO with the help of Surfer’s Content Editor . 

This case study also provides a high-level view of ClickUp’s project management processes and describes how they incorporated Surfer into their content workflows.

It’s a really instructive example of how you can use a case study to help prospective clients envision how your product might fit their situation.

Zoom’s library

This one isn't a single case study at all but a library full of case studies designed to help potential clients understand how Zoom can benefit them.

Here you'll find stories about how very recognizable organizations like Capital One, Vox Media, and the University of Miami are using Zoom to boost connectivity and productivity among remote workers.

There are plenty of good examples here that you can consult when you get stuck writing your own case study.

And the entire library is a great example of using case studies to demonstrate expertise with the help of social proof:

The Zoom case study library also makes liberal use of video, which might give you some good ideas about how you can, too.

Key takeaways

• Case studies are one of the best ways to generate leads and convert readers into customers.
• By showcasing the success you've had helping previous customers, case studies position you as an expert in your field.
• Good case studies can be the final push businesses need in their decision making process to buy your products or services.
• Pick a use case for your study that has broad appeal in your industry and that showcases your products and services in the best light possible.
• Effective case studies follow a predictable format: introduction, problem statement, solution, results, and conclusion.
• Make your case studies as readable as possible by including visual elements like graphs and images, and by breaking up the text into smaller sections, subsections, and concise paragraphs.
• Be as thorough and accurate as possible by conducting client interviews to gather background information for your case studies.
• Follow top-notch case studies for inspiration and ideas about how to make your own case studies as good as possible.

A well-written case study shines a light on your products and services like nothing else and helps position you as an expert in your field.

By showing that you understand their problems and have helped others overcome similar issues, you can prove to prospective clients that you are well-suited to help them, too.

Use the step-by-step instructions in this article to craft a case study that helps you and your company stand out from the competition.

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What Is a Case Study?

Weighing the pros and cons of this method of research

Verywell / Colleen Tighe

• Pros and Cons

What Types of Case Studies Are Out There?

Where do you find data for a case study, how do i write a psychology case study.

A case study is an in-depth study of one person, group, or event. In a case study, nearly every aspect of the subject's life and history is analyzed to seek patterns and causes of behavior. Case studies can be used in many different fields, including psychology, medicine, education, anthropology, political science, and social work.

The point of a case study is to learn as much as possible about an individual or group so that the information can be generalized to many others. Unfortunately, case studies tend to be highly subjective, and it is sometimes difficult to generalize results to a larger population.

While case studies focus on a single individual or group, they follow a format similar to other types of psychology writing. If you are writing a case study, we got you—here are some rules of APA format to reference.  

At a Glance

A case study, or an in-depth study of a person, group, or event, can be a useful research tool when used wisely. In many cases, case studies are best used in situations where it would be difficult or impossible for you to conduct an experiment. They are helpful for looking at unique situations and allow researchers to gather a lot of˜ information about a specific individual or group of people. However, it's important to be cautious of any bias we draw from them as they are highly subjective.

What Are the Benefits and Limitations of Case Studies?

A case study can have its strengths and weaknesses. Researchers must consider these pros and cons before deciding if this type of study is appropriate for their needs.

One of the greatest advantages of a case study is that it allows researchers to investigate things that are often difficult or impossible to replicate in a lab. Some other benefits of a case study:

• Allows researchers to capture information on the 'how,' 'what,' and 'why,' of something that's implemented
• Gives researchers the chance to collect information on why one strategy might be chosen over another
• Permits researchers to develop hypotheses that can be explored in experimental research

On the other hand, a case study can have some drawbacks:

• It cannot necessarily be generalized to the larger population
• Cannot demonstrate cause and effect
• It may not be scientifically rigorous
• It can lead to bias

Researchers may choose to perform a case study if they want to explore a unique or recently discovered phenomenon. Through their insights, researchers develop additional ideas and study questions that might be explored in future studies.

It's important to remember that the insights from case studies cannot be used to determine cause-and-effect relationships between variables. However, case studies may be used to develop hypotheses that can then be addressed in experimental research.

Case Study Examples

There have been a number of notable case studies in the history of psychology. Much of  Freud's work and theories were developed through individual case studies. Some great examples of case studies in psychology include:

• Anna O : Anna O. was a pseudonym of a woman named Bertha Pappenheim, a patient of a physician named Josef Breuer. While she was never a patient of Freud's, Freud and Breuer discussed her case extensively. The woman was experiencing symptoms of a condition that was then known as hysteria and found that talking about her problems helped relieve her symptoms. Her case played an important part in the development of talk therapy as an approach to mental health treatment.
• Phineas Gage : Phineas Gage was a railroad employee who experienced a terrible accident in which an explosion sent a metal rod through his skull, damaging important portions of his brain. Gage recovered from his accident but was left with serious changes in both personality and behavior.
• Genie : Genie was a young girl subjected to horrific abuse and isolation. The case study of Genie allowed researchers to study whether language learning was possible, even after missing critical periods for language development. Her case also served as an example of how scientific research may interfere with treatment and lead to further abuse of vulnerable individuals.

Such cases demonstrate how case research can be used to study things that researchers could not replicate in experimental settings. In Genie's case, her horrific abuse denied her the opportunity to learn a language at critical points in her development.

This is clearly not something researchers could ethically replicate, but conducting a case study on Genie allowed researchers to study phenomena that are otherwise impossible to reproduce.

There are a few different types of case studies that psychologists and other researchers might use:

• Collective case studies : These involve studying a group of individuals. Researchers might study a group of people in a certain setting or look at an entire community. For example, psychologists might explore how access to resources in a community has affected the collective mental well-being of those who live there.
• Descriptive case studies : These involve starting with a descriptive theory. The subjects are then observed, and the information gathered is compared to the pre-existing theory.
• Explanatory case studies : These   are often used to do causal investigations. In other words, researchers are interested in looking at factors that may have caused certain things to occur.
• Exploratory case studies : These are sometimes used as a prelude to further, more in-depth research. This allows researchers to gather more information before developing their research questions and hypotheses .
• Instrumental case studies : These occur when the individual or group allows researchers to understand more than what is initially obvious to observers.
• Intrinsic case studies : This type of case study is when the researcher has a personal interest in the case. Jean Piaget's observations of his own children are good examples of how an intrinsic case study can contribute to the development of a psychological theory.

The three main case study types often used are intrinsic, instrumental, and collective. Intrinsic case studies are useful for learning about unique cases. Instrumental case studies help look at an individual to learn more about a broader issue. A collective case study can be useful for looking at several cases simultaneously.

The type of case study that psychology researchers use depends on the unique characteristics of the situation and the case itself.

There are a number of different sources and methods that researchers can use to gather information about an individual or group. Six major sources that have been identified by researchers are:

• Archival records : Census records, survey records, and name lists are examples of archival records.
• Direct observation : This strategy involves observing the subject, often in a natural setting . While an individual observer is sometimes used, it is more common to utilize a group of observers.
• Documents : Letters, newspaper articles, administrative records, etc., are the types of documents often used as sources.
• Interviews : Interviews are one of the most important methods for gathering information in case studies. An interview can involve structured survey questions or more open-ended questions.
• Participant observation : When the researcher serves as a participant in events and observes the actions and outcomes, it is called participant observation.
• Physical artifacts : Tools, objects, instruments, and other artifacts are often observed during a direct observation of the subject.

If you have been directed to write a case study for a psychology course, be sure to check with your instructor for any specific guidelines you need to follow. If you are writing your case study for a professional publication, check with the publisher for their specific guidelines for submitting a case study.

Here is a general outline of what should be included in a case study.

Section 1: A Case History

This section will have the following structure and content:

Background information : The first section of your paper will present your client's background. Include factors such as age, gender, work, health status, family mental health history, family and social relationships, drug and alcohol history, life difficulties, goals, and coping skills and weaknesses.

Description of the presenting problem : In the next section of your case study, you will describe the problem or symptoms that the client presented with.

Describe any physical, emotional, or sensory symptoms reported by the client. Thoughts, feelings, and perceptions related to the symptoms should also be noted. Any screening or diagnostic assessments that are used should also be described in detail and all scores reported.

Your diagnosis : Provide your diagnosis and give the appropriate Diagnostic and Statistical Manual code. Explain how you reached your diagnosis, how the client's symptoms fit the diagnostic criteria for the disorder(s), or any possible difficulties in reaching a diagnosis.

Section 2: Treatment Plan

This portion of the paper will address the chosen treatment for the condition. This might also include the theoretical basis for the chosen treatment or any other evidence that might exist to support why this approach was chosen.

• Cognitive behavioral approach : Explain how a cognitive behavioral therapist would approach treatment. Offer background information on cognitive behavioral therapy and describe the treatment sessions, client response, and outcome of this type of treatment. Make note of any difficulties or successes encountered by your client during treatment.
• Humanistic approach : Describe a humanistic approach that could be used to treat your client, such as client-centered therapy . Provide information on the type of treatment you chose, the client's reaction to the treatment, and the end result of this approach. Explain why the treatment was successful or unsuccessful.
• Psychoanalytic approach : Describe how a psychoanalytic therapist would view the client's problem. Provide some background on the psychoanalytic approach and cite relevant references. Explain how psychoanalytic therapy would be used to treat the client, how the client would respond to therapy, and the effectiveness of this treatment approach.
• Pharmacological approach : If treatment primarily involves the use of medications, explain which medications were used and why. Provide background on the effectiveness of these medications and how monotherapy may compare with an approach that combines medications with therapy or other treatments.

This section of a case study should also include information about the treatment goals, process, and outcomes.

When you are writing a case study, you should also include a section where you discuss the case study itself, including the strengths and limitiations of the study. You should note how the findings of your case study might support previous research. 

In your discussion section, you should also describe some of the implications of your case study. What ideas or findings might require further exploration? How might researchers go about exploring some of these questions in additional studies?

Need More Tips?

Here are a few additional pointers to keep in mind when formatting your case study:

• Never refer to the subject of your case study as "the client." Instead, use their name or a pseudonym.
• Read examples of case studies to gain an idea about the style and format.
• Remember to use APA format when citing references .

Crowe S, Cresswell K, Robertson A, Huby G, Avery A, Sheikh A. The case study approach .  BMC Med Res Methodol . 2011;11:100.

Crowe S, Cresswell K, Robertson A, Huby G, Avery A, Sheikh A. The case study approach . BMC Med Res Methodol . 2011 Jun 27;11:100. doi:10.1186/1471-2288-11-100

Gagnon, Yves-Chantal.  The Case Study as Research Method: A Practical Handbook . Canada, Chicago Review Press Incorporated DBA Independent Pub Group, 2010.

Yin, Robert K. Case Study Research and Applications: Design and Methods . United States, SAGE Publications, 2017.

By Kendra Cherry, MSEd Kendra Cherry, MS, is a psychosocial rehabilitation specialist, psychology educator, and author of the "Everything Psychology Book."

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What Is a Case Study? How to Write, Examples, and Template

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How to write a case study

Case study template, case study examples, types of case studies, what are the benefits of case studies , what are the limitations of case studies , case study vs. testimonial.

In today's marketplace, conveying your product's value through a compelling narrative is crucial to genuinely connecting with your customers.

Your business can use marketing analytics tools to understand what customers want to know about your product. Once you have this information, the next step is to showcase your product and its benefits to your target audience. This strategy involves a mix of data, analysis, and storytelling. Combining these elements allows you to create a narrative that engages your audience. So, how can you do this effectively?

What is a case study? 

A case study is a powerful tool for showcasing a business's success in helping clients achieve their goals. It's a form of storytelling that details real-world scenarios where a business implemented its solutions to deliver positive results for a client.

In this article, we explore the concept of a case study , including its writing process, benefits, various types, challenges, and more.

Understanding how to write a case study is an invaluable skill. You'll need to embrace decision-making – from deciding which customers to feature to designing the best format to make them as engaging as possible.  This can feel overwhelming in a hurry, so let's break it down.

Step 1: Reach out to the target persona

If you've been in business for a while, you have no shortage of happy customers. But w ith limited time and resources, you can't choose everyone.  So, take some time beforehand to flesh out your target buyer personas. 

Once you know precisely who you're targeting, go through your stable of happy customers to find a buyer representative of the audience you're trying to reach. The closer their problems, goals, and industries align, the more your case study will resonate.

What if you have more than one buyer persona? No problem. This is a common situation for companies because buyers comprise an entire committee. You might be marketing to procurement experts, executives, engineers, etc. Try to develop a case study tailored to each key persona. This might be a long-term goal, and that's fine. The better you can personalize the experience for each stakeholder, the easier it is to keep their attention.  

Here are a few considerations to think about before research:

• Products/services of yours the customer uses (and how familiar they are with them)
• The customer's brand recognition in the industry
• Whether the results they've achieved are specific and remarkable
• Whether they've switched from a competitor's product/service
• How closely aligned they are with your target audience

These items are just a jumping-off point as you develop your criteria.  Once you have a list, run each customer through it to determine your top targets. Approach the ones on the top (your "dream" case study subjects) and work your way down as needed.

Who to interview

You should consider interviewing top-level managers or executives because those are high-profile positions. But consider how close they are to your product and its results.

Focusing on an office manager or engineer who uses your product daily would be better. Look for someone with a courtside view of the effects.

The ways to request customer participation in case studies can vary, but certain principles can improve your chances:

• Make it easy for customers to work with you, respecting their valuable time. Be well-prepared and minimize their involvement.
• Emphasize how customers will benefit through increased publicity, revenue opportunities, or recognition for their success. 
• Acknowledge their contributions and showcase their achievements.
• Standardizing the request process with a script incorporating these principles can help your team consistently secure case study approvals and track performance.

Step 2: Prepare for the interview

Case study interviews are like school exams. The more prepared you are for them, the better they turn out. Preparing thoroughly also shows participants that you value their time. You don't waste precious minutes rehashing things you should have already known. You focus on getting the information you need as efficiently as possible.

You can conduct your case study interview in multiple formats, from exchanging emails to in-person interviews. This isn't a trivial decision.  As you'll see in the chart below, each format has its unique advantages and disadvantages. 

You'll also have to consider who will ask and answer the questions during your case study interview. It's wise to consider this while considering the case study format.  The number of participants factors into which format will work best. Pulling off an in-person interview becomes much harder if you're trying to juggle four or five people's busy schedules. Try a video conference instead.

Before interviewing your case study participant, it is crucial to identify the specific questions that need to be asked.  It's essential to thoroughly evaluate your collaboration with the client and understand how your product's contributions impact the company. 

Remember that structuring your case study is akin to crafting a compelling narrative. To achieve this, follow a structured approach:

• Beginning of your story. Delve into the customer's challenge that ultimately led them to do business with you. What were their problems like? What drove them to make a decision finally? Why did they choose you?
• The middle of the case study.  Your audience also wants to know about the experience of working with you. Your customer has taken action to address their problems. What happened once you got on board?
• An ending that makes you the hero.  Describe the specific results your company produced for the customer. How has the customer's business (and life) changed once they implemented your solution?

Sample questions for the case study interview

If you're preparing for a case study interview, here are some sample case study research questions to help you get started:

• What challenges led you to seek a solution?
• When did you realize the need for immediate action? Was there a tipping point?
• How did you decide on the criteria for choosing a B2B solution, and who was involved?
• What set our product or service apart from others you considered?
• How was your experience working with us post-purchase?
• Were there any pleasant surprises or exceeded expectations during our collaboration?
• How smoothly did your team integrate our solution into their workflows?
• How long before you started seeing positive results?
• How have you benefited from our products or services?
• How do you measure the value our product or service provides?

Step 3: Conduct the interview

Preparing for case study interviews can be different from everyday conversations. Here are some tips to keep in mind:

• Create a comfortable atmosphere.  Before diving into the discussion, talk about their business and personal interests. Ensure everyone is at ease, and address any questions or concerns.
• Prioritize key questions.  Lead with your most crucial questions to respect your customer's time. Interview lengths can vary, so starting with the essentials ensures you get the vital information.
• Be flexible.  Case study interviews don't have to be rigid. If your interviewee goes "off script," embrace it. Their spontaneous responses often provide valuable insights.
• Record the interview.  If not conducted via email, ask for permission to record the interview. This lets you focus on the conversation and capture valuable quotes without distractions.

Step 4: Figure out who will create the case study

When creating written case studies for your business, deciding who should handle the writing depends on cost, perspective, and revisions.

Outsourcing might be pricier, but it ensures a professionally crafted outcome. On the other hand, in-house writing has its considerations, including understanding your customers and products. 

Technical expertise and equipment are needed for video case studies, which often leads companies to consider outsourcing due to production and editing costs. 

Tip: When outsourcing work, it's essential to clearly understand pricing details to avoid surprises and unexpected charges during payment.

Step 5: Utilize storytelling

Understanding and applying storytelling elements can make your case studies unforgettable, offering a competitive edge. 

Source: The Framework Bank

Every great study follows a narrative arc (also called a "story arc"). This arc represents how a character faces challenges, struggles against raising stakes, and encounters a formidable obstacle before the tension resolves.

In a case study narrative, consider:

• Exposition. Provide background information about the company, revealing their "old life" before becoming your customer.
• Inciting incident. Highlight the problem that drove the customer to seek a solution, creating a sense of urgency.
• Obstacles (rising action). Describe the customer's journey in researching and evaluating solutions, building tension as they explore options.
• Midpoint. Explain what made the business choose your product or service and what set you apart.
• Climax. Showcase the success achieved with your product.
• Denouement. Describe the customer's transformed business and end with a call-to-action for the reader to take the next step.

Step 6: Design the case study

The adage "Don't judge a book by its cover" is familiar, but people tend to do just that quite often!

A poor layout can deter readers even if you have an outstanding case study. To create an engaging case study, follow these steps:

• Craft a compelling title. Just like you wouldn't read a newspaper article without an eye-catching headline, the same goes for case studies. Start with a title that grabs attention.
• Organize your content. Break down your content into different sections, such as challenges, results, etc. Each section can also include subsections. This case study approach divides the content into manageable portions, preventing readers from feeling overwhelmed by lengthy blocks of text.
• Conciseness is key. Keep your case study as concise as possible. The most compelling case studies are precisely long enough to introduce the customer's challenge, experience with your solution, and outstanding results. Prioritize clarity and omit any sections that may detract from the main storyline.
• Utilize visual elements. To break up text and maintain reader interest, incorporate visual elements like callout boxes, bulleted lists, and sidebars.
• Include charts and images. Summarize results and simplify complex topics by including pictures and charts. Visual aids enhance the overall appeal of your case study.
• Embrace white space. Avoid overwhelming walls of text to prevent reader fatigue. Opt for plenty of white space, use shorter paragraphs, and employ subsections to ensure easy readability and navigation.
• Enhance video case studies. In video case studies, elements like music, fonts, and color grading are pivotal in setting the right tone. Choose music that complements your message and use it strategically throughout your story. Carefully select fonts to convey the desired style, and consider how lighting and color grading can influence the mood. These elements collectively help create the desired tone for your video case study.

Step 7: Edits and revisions

Once you've finished the interview and created your case study, the hardest part is over. Now's the time for editing and revision. This might feel frustrating for impatient B2B marketers, but it can turn good stories into great ones.

Ideally, you'll want to submit your case study through two different rounds of editing and revisions:

• Internal review. Seek feedback from various team members to ensure your case study is captivating and error-free. Gather perspectives from marketing, sales, and those in close contact with customers for well-rounded insights. Use patterns from this feedback to guide revisions and apply lessons to future case studies.
• Customer feedback. Share the case study with customers to make them feel valued and ensure accuracy. Let them review quotes and data points, as they are the "heroes" of the story, and their logos will be prominently featured. This step maintains positive customer relationships.

Case study mistakes to avoid

• Ensure easy access to case studies on your website.
• Spotlight the customer, not just your business.
• Tailor each case study to a specific audience.
• Avoid excessive industry jargon in your content.

Step 8: Publishing

Take a moment to proofread your case study one more time carefully. Even if you're reasonably confident you've caught all the errors, it's always a good idea to check. Your case study will be a valuable marketing tool for years, so it's worth the investment to ensure it's flawless. Once done, your case study is all set to go!

Consider sharing a copy of the completed case study with your customer as a thoughtful gesture. They'll likely appreciate it; some may want to keep it for their records. After all, your case study wouldn't have been possible without their help, and they deserve to see the final product.

Where you publish your case study depends on its role in your overall marketing strategy. If you want to reach as many people as possible with your case study, consider publishing it on your website and social media platforms. 

Tip: Some companies prefer to keep their case studies exclusive, making them available only to those who request them. This approach is often taken to control access to valuable information and to engage more deeply with potential customers who express specific interests. It can create a sense of exclusivity and encourage interested parties to engage directly with the company.

Step 9: Case study distribution

When sharing individual case studies, concentrate on reaching the audience with the most influence on purchasing decisions

Here are some common distribution channels to consider:

• Sales teams. Share case studies to enhance customer interactions, retention , and upselling among your sales and customer success teams. Keep them updated on new studies and offer easily accessible formats like PDFs or landing page links.
• Company website. Feature case studies on your website to establish authority and provide valuable information to potential buyers. Organize them by categories such as location, size, industry, challenges, and products or services used for effective presentation.
• Events. Use live events like conferences and webinars to distribute printed case study copies, showcase video case studies at trade show booths, and conclude webinars with links to your case study library. This creative approach blends personal interactions with compelling content.
• Industry journalists. Engage relevant industry journalists to gain media coverage by identifying suitable publications and journalists covering related topics. Building relationships is vital, and platforms like HARO (Help A Reporter Out) can facilitate connections, especially if your competitors have received coverage before.

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It can seem daunting to transform the information you've gathered into a cohesive narrative.  We’ve created a versatile case study template that can serve as a solid starting point for your case study.

With this template, your business can explore any solutions offered to satisfied customers, covering their background, the factors that led them to choose your services, and their outcomes.

The template boasts a straightforward design, featuring distinct sections that guide you in effectively narrating your and your customer's story. However, remember that limitless ways to showcase your business's accomplishments exist.

To assist you in this process, here's a breakdown of the recommended sections to include in a case study:

• Title.  Keep it concise. Create a brief yet engaging project title summarizing your work with your subject. Consider your title like a newspaper headline; do it well, and readers will want to learn more. 
• Subtitle . Use this section to elaborate on the achievement briefly. Make it creative and catchy to engage your audience.
• Executive summary.  Use this as an overview of the story, followed by 2-3 bullet points highlighting key success metrics.
• Challenges and objectives. This section describes the customer's challenges before adopting your product or service, along with the goals or objectives they sought to achieve.
• How product/service helped.  A paragraph explaining how your product or service addressed their problem.
• Testimonials.  Incorporate short quotes or statements from the individuals involved in the case study, sharing their perspectives and experiences.
• Supporting visuals.  Include one or two impactful visuals, such as graphs, infographics, or highlighted metrics, that reinforce the narrative.
• Call to action (CTA).  If you do your job well, your audience will read (or watch) your case studies from beginning to end. They are interested in everything you've said. Now, what's the next step they should take to continue their relationship with you? Give people a simple action they can complete. 

Case studies are proven marketing strategies in a wide variety of B2B industries. Here are just a few examples of a case study:

• Amazon Web Services, Inc.  provides companies with cloud computing platforms and APIs on a metered, pay-as-you-go basis. This case study example illustrates the benefits Thomson Reuters experienced using AWS.
• LinkedIn Marketing Solutions combines captivating visuals with measurable results in the case study created for BlackRock. This case study illustrates how LinkedIn has contributed to the growth of BlackRock's brand awareness over the years. 
• Salesforce , a sales and marketing automation SaaS solutions provider, seamlessly integrates written and visual elements to convey its success stories with Pepe Jeans. This case study effectively demonstrates how Pepe Jeans is captivating online shoppers with immersive and context-driven e-commerce experiences through Salesforce.
• HubSpot offers a combination of sales and marketing tools. Their case study demonstrates the effectiveness of its all-in-one solutions. These typically focus on a particular client's journey and how HubSpot helped them achieve significant results.

There are two different types of case studies that businesses might utilize:

Written case studies 

Written case studies offer readers a clear visual representation of data, which helps them quickly identify and focus on the information that matters most. 

Printed versions of case studies find their place at events like trade shows, where they serve as valuable sales collateral to engage prospective clients.  Even in the digital age, many businesses provide case studies in PDF format or as web-based landing pages, improving accessibility for their audience. 

Note: Landing pages , in particular, offer the flexibility to incorporate rich multimedia content, including images, charts, and videos. This flexibility in design makes landing pages an attractive choice for presenting detailed content to the audience.

Written case study advantages

Here are several significant advantages to leveraging case studies for your company:

• Hyperlink accessibility.  Whether in PDF or landing page format, written case studies allow for embedded hyperlinks, offering prospects easy access to additional information and contact forms.
• Flexible engagement.  Unlike video case studies, which may demand in-person arrangements, written case studies can be conducted via phone or video streaming, reducing customer commitment and simplifying scheduling.
• Efficient scanning . Well-structured written case studies with a scannable format cater to time-strapped professionals. Charts and callout boxes with key statistics enhance the ease of information retrieval.
• Printable for offline use.  Written case studies can be effortlessly printed and distributed at trade shows, sales meetings, and live events. This tangible format accommodates those who prefer physical materials and provides versatility in outreach, unlike video content, which is less portable.

Written case study disadvantages

Here are some drawbacks associated with the use of case studies:

• Reduced emotional impact.  Written content lacks the emotional punch of live video testimonials, which engage more senses and emotions, making a stronger connection.
• Consider time investment.  Creating a compelling case study involves editing, proofreading, and design collaboration, with multiple revisions commonly required before publication.
• Challenges in maintaining attention.  Attention spans are short in today's ad-saturated world. Using graphics, infographics, and videos more often is more powerful to incite the right emotions in customers.

Video case studies

Video case studies are the latest marketing trend. Unlike in the past, when video production was costly, today's tools make it more accessible for users to create and edit their videos. However, specific technical requirements still apply.

Like written case studies, video case studies delve into a specific customer's challenges and how your business provides solutions. Yet, the video offers a more profound connection by showcasing the person who faced and conquered the problem.

Video case studies can boost brand exposure when shared on platforms like YouTube. For example, Slack's engaging case study video with Sandwich Video illustrates how Slack transformed its workflow and adds humor, which can be challenging in written case studies focused on factual evidence.

Source : YouTube

This video case study has garnered nearly a million views on YouTube.

Video case study advantages

Here are some of the top advantages of video case studies. While video testimonials take more time, the payoff can be worth it. 

• Humanization and authenticity.  Video case studies connect viewers with real people, adding authenticity and fostering a stronger emotional connection.
• Engaging multiple senses.  They engage both auditory and visual senses, enhancing credibility and emotional impact. Charts, statistics, and images can also be incorporated.
• Broad distribution.  Videos can be shared on websites, YouTube, social media, and more, reaching diverse audiences and boosting engagement, especially on social platforms.

Video case study disadvantages

Before fully committing to video testimonials, consider the following:

• Technical expertise and equipment.  Video production requires technical know-how and equipment, which can be costly. Skilled video editing is essential to maintain a professional image. While technology advances, producing amateurish videos may harm your brand's perception.
• Viewer convenience.  Some prospects prefer written formats due to faster reading and ease of navigation. Video typically requires sound, which can be inconvenient for viewers in specific settings. Many people may not have headphones readily available to watch your content.
• Demand on case study participants.  On-camera interviews can be time-consuming and location-dependent, making scheduling challenging for case study participants. Additionally, being on screen for a global audience may create insecurities and performance pressure.
• Comfort on camera.  Not everyone feels at ease on camera. Nervousness or a different on-screen persona can impact the effectiveness of the testimonial, and discovering this late in the process can be problematic.

Written or video case studies: Which is right for you?

Now that you know the pros and cons of each, how do you choose which is right for you?

One of the most significant factors in doing video case studies can be the technical expertise and equipment required for a high level of production quality. Whether you have the budget to do this in-house or hire a production company can be one of the major deciding factors.

Still, written or video doesn't have to be an either-or decision. Some B2B companies are using both formats. They can complement each other nicely, minimizing the downsides mentioned above and reaching your potential customers where they prefer.

Let's say you're selling IT network security. What you offer is invaluable but complicated. You could create a short (three- or four-minute) video case study to get attention and touch on the significant benefits of your services. This whets the viewer's appetite for more information, which they could find in a written case study that supplements the video.

Should you decide to test the water in video case studies, test their effectiveness among your target audience. See how well they work for your company and sales team. And, just like a written case study, you can always find ways to improve your process as you continue exploring video case studies.

Case studies offer several distinctive advantages, making them an ideal tool for businesses to market their products to customers. However, their benefits extend beyond these qualities. 

Here's an overview of all the advantages of case studies:

Valuable sales support

Case studies serve as a valuable resource for your sales endeavors. Buyers frequently require additional information before finalizing a purchase decision. These studies provide concrete evidence of your product or service's effectiveness, assisting your sales representatives in closing deals more efficiently, especially with customers with lingering uncertainties.

Validating your value

Case studies serve as evidence of your product or service's worth or value proposition , playing a role in building trust with potential customers. By showcasing successful partnerships, you make it easier for prospects to place trust in your offerings. This effect is particularly notable when the featured customer holds a reputable status.

Unique and engaging content

By working closely with your customer success teams, you can uncover various customer stories that resonate with different prospects. Case studies allow marketers to shape product features and benefits into compelling narratives. 

Each case study's distinctiveness, mirroring the uniqueness of every customer's journey, makes them a valuable source of relatable and engaging content. Storytelling possesses the unique ability to connect with audiences on an emotional level, a dimension that statistics alone often cannot achieve. 

Spotlighting valuable customers

Case studies provide a valuable platform for showcasing your esteemed customers. Featuring them in these studies offers a chance to give them visibility and express your gratitude for the partnership, which can enhance customer loyalty . Depending on the company you are writing about, it can also demonstrate the caliber of your business.

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It's important to consider limitations when designing and interpreting the results of case studies. Here's an overview of the limitations of case studies:

Challenges in replication

Case studies often focus on specific individuals, organizations, or situations, making generalizing their findings to broader populations or contexts challenging. 

Time-intensive process

Case studies require a significant time investment. The extensive data collection process and the need for comprehensive analysis can be demanding, especially for researchers who are new to this method.

Potential for errors

Case studies can be influenced by memory and judgment, potentially leading to inaccuracies. Depending on human memory to reconstruct a case's history may result in variations and potential inconsistencies in how individuals recall past events. Additionally, bias may emerge, as individuals tend to prioritize what they consider most significant, which could limit their consideration of alternative perspectives.

Challenges in verification

Confirming results through additional research can present difficulties. This complexity arises from the need for detailed and extensive data in the initial creation of a case study. Consequently, this process requires significant effort and a substantial amount of time.

While looking at case studies, you may have noticed a quote. This type of quote is considered a testimonial, a key element of case studies.

If a customer's quote proves that your brand does what it says it will or performs as expected, you may wonder: 'Aren't customer testimonials and case studies the same thing?' Not exactly.

Testimonials are brief endorsements designed to establish trust on a broad scale. In contrast, case studies are detailed narratives that offer a comprehensive understanding of how a product or service addresses a specific problem, targeting a more focused audience. 

Crafting case studies requires more resources and a structured approach than testimonials. Your selection between the two depends on your marketing objectives and the complexity of your product or service.

Case in point!

Case studies are among a company's most effective tools. You're  well on your way to mastering them.

Today's buyers are tackling much of the case study research methodology independently. Many are understandably skeptical before making a buying decision. By connecting them with multiple case studies, you can prove you've gotten the results you say you can. There's hardly a better way to boost your credibility and persuade them to consider your solution.

Case study formats and distribution methods might change as technology evolves. However, the fundamentals that make them effective—knowing how to choose subjects, conduct interviews, and structure everything to get attention—will serve you for as long as you're in business. 

We covered a ton of concepts and resources, so go ahead and bookmark this page. You can refer to it whenever you have questions or need a refresher.

Dive into market research to uncover customer preferences and spending habits.

Kristen McCabe

Kristen’s is a former senior content marketing specialist at G2. Her global marketing experience extends from Australia to Chicago, with expertise in B2B and B2C industries. Specializing in content, conversions, and events, Kristen spends her time outside of work time acting, learning nature photography, and joining in the #instadog fun with her Pug/Jack Russell, Bella. (she/her/hers)

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• What Is a Case Study? | Definition, Examples & Methods

What Is a Case Study? | Definition, Examples & Methods

Published on May 8, 2019 by Shona McCombes . Revised on November 20, 2023.

A case study is a detailed study of a specific subject, such as a person, group, place, event, organization, or phenomenon. Case studies are commonly used in social, educational, clinical, and business research.

A case study research design usually involves qualitative methods , but quantitative methods are sometimes also used. Case studies are good for describing , comparing, evaluating and understanding different aspects of a research problem .

Table of contents

When to do a case study, step 1: select a case, step 2: build a theoretical framework, step 3: collect your data, step 4: describe and analyze the case, other interesting articles.

A case study is an appropriate research design when you want to gain concrete, contextual, in-depth knowledge about a specific real-world subject. It allows you to explore the key characteristics, meanings, and implications of the case.

Case studies are often a good choice in a thesis or dissertation . They keep your project focused and manageable when you don’t have the time or resources to do large-scale research.

You might use just one complex case study where you explore a single subject in depth, or conduct multiple case studies to compare and illuminate different aspects of your research problem.

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Once you have developed your problem statement and research questions , you should be ready to choose the specific case that you want to focus on. A good case study should have the potential to:

• Provide new or unexpected insights into the subject
• Challenge or complicate existing assumptions and theories
• Propose practical courses of action to resolve a problem
• Open up new directions for future research

TipIf your research is more practical in nature and aims to simultaneously investigate an issue as you solve it, consider conducting action research instead.

Unlike quantitative or experimental research , a strong case study does not require a random or representative sample. In fact, case studies often deliberately focus on unusual, neglected, or outlying cases which may shed new light on the research problem.

Example of an outlying case studyIn the 1960s the town of Roseto, Pennsylvania was discovered to have extremely low rates of heart disease compared to the US average. It became an important case study for understanding previously neglected causes of heart disease.

However, you can also choose a more common or representative case to exemplify a particular category, experience or phenomenon.

Example of a representative case studyIn the 1920s, two sociologists used Muncie, Indiana as a case study of a typical American city that supposedly exemplified the changing culture of the US at the time.

While case studies focus more on concrete details than general theories, they should usually have some connection with theory in the field. This way the case study is not just an isolated description, but is integrated into existing knowledge about the topic. It might aim to:

• Exemplify a theory by showing how it explains the case under investigation
• Expand on a theory by uncovering new concepts and ideas that need to be incorporated
• Challenge a theory by exploring an outlier case that doesn’t fit with established assumptions

To ensure that your analysis of the case has a solid academic grounding, you should conduct a literature review of sources related to the topic and develop a theoretical framework . This means identifying key concepts and theories to guide your analysis and interpretation.

There are many different research methods you can use to collect data on your subject. Case studies tend to focus on qualitative data using methods such as interviews , observations , and analysis of primary and secondary sources (e.g., newspaper articles, photographs, official records). Sometimes a case study will also collect quantitative data.

Example of a mixed methods case studyFor a case study of a wind farm development in a rural area, you could collect quantitative data on employment rates and business revenue, collect qualitative data on local people’s perceptions and experiences, and analyze local and national media coverage of the development.

The aim is to gain as thorough an understanding as possible of the case and its context.

Prevent plagiarism. Run a free check.

In writing up the case study, you need to bring together all the relevant aspects to give as complete a picture as possible of the subject.

How you report your findings depends on the type of research you are doing. Some case studies are structured like a standard scientific paper or thesis , with separate sections or chapters for the methods , results and discussion .

Others are written in a more narrative style, aiming to explore the case from various angles and analyze its meanings and implications (for example, by using textual analysis or discourse analysis ).

In all cases, though, make sure to give contextual details about the case, connect it back to the literature and theory, and discuss how it fits into wider patterns or debates.

If you want to know more about statistics , methodology , or research bias , make sure to check out some of our other articles with explanations and examples.

• Normal distribution
• Degrees of freedom
• Null hypothesis
• Discourse analysis
• Control groups
• Mixed methods research
• Non-probability sampling
• Quantitative research
• Ecological validity

Research bias

• Rosenthal effect
• Implicit bias
• Cognitive bias
• Selection bias
• Negativity bias
• Status quo bias

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Case Summary

Case summary generator.

Studying the law can be very confusing and demanding. The law in itself is very complicated and things stated can sometimes mean differently than the literal. However, even if it can get confusing it is important to study the law in order for you to fully understand the how it works and why it is implemented in the first place. You may also see summary writing examples and samples.

What is a Case Summary?

A case summary is a brief document that outlines the key facts, legal issues, and outcomes of a legal case. It simplifies the complex details of the case for easy understanding and reference, highlighting the court’s decision and the rationale behind it. Case summaries are essential tools in legal studies and practice for quick analysis and reference.

Case Summary Format

Case Name : Include the full name of the case (e.g., Brown v. Board of Education). Citation : Provide the legal citation (e.g., 347 U.S. 483 (1954)).

Introduction

Background : Briefly introduce the context and background of the case. Parties Involved : Name the parties involved in the case (plaintiff vs. defendant).

Situation Overview : Outline the key facts and events leading up to the legal dispute. Relevant Details : Highlight any specific details that are crucial to understanding the case’s context.

Legal Issues

Questions at Hand : Identify the main legal questions or issues that the court needed to resolve.

Arguments Presented

Plaintiff’s Arguments : Summarize the main arguments or claims made by the plaintiff. Defendant’s Arguments : Summarize the main arguments or claims made by the defendant.

Decision and Rationale

Court’s Decision : State the outcome of the case (who won and the verdict). Legal Reasoning : Explain the court’s reasoning and the legal principles applied in reaching its decision.

Significance of the Case

Implications : Discuss the case’s implications for future legal interpretations, law, or society. Precedents Set : If applicable, mention any legal precedents the case established.

Summary : Conclude with a brief recap of the case’s importance and its impact on the legal landscape.

Sources : List any additional sources or references used in preparing the case summary.

The Purpose of a Case Summary

• Simplifying Complex Information : To distill lengthy and complex legal rulings into concise, understandable formats.
• Quick Reference : To provide a quick and accessible reference to the essential facts, legal issues, and outcomes of a case.
• Educational Tool : To serve as an educational resource for law students and others learning about legal principles and case law.
• Legal Research Aid : To facilitate legal research by offering summaries of key cases, making it easier to identify and understand relevant legal precedents.
• Preparation for Legal Proceedings : To assist lawyers and legal professionals in preparing for court appearances, negotiations, or client advisories by summarizing pertinent cases.
• Highlighting Legal Reasoning : To outline the court’s reasoning and the legal principles applied, aiding in the understanding of how legal decisions are made.
• Time Efficiency : To save time for legal professionals and students by providing quick access to the essence of a case without the need to read through the entire judgment.
• Case Management : To help manage and organize legal cases by summarizing and cataloging important case details and outcomes for future reference.

Types of Case Summary

• Legal Case Summary : Focuses on legal cases, outlining the facts, legal issues, arguments, decisions, and reasoning of the court.
• Medical Case Summary : Summarizes patient cases, including medical history, diagnosis, treatment, and outcomes, often used in medical education and research.
• Business Case Summary : Provides an overview of business scenarios, including strategic challenges, actions taken, results, and lessons learned, useful for business studies and planning.
• Educational Case Summary : Used in academic research, summarizing educational scenarios, methodologies, findings, and implications for practice or policy.
• Technical Case Summary : Summarizes technical projects or problems, solutions implemented, results, and key takeaways, often used in engineering and IT.
• Research Case Summary : Condenses research studies or experiments, highlighting the purpose, methodology, results, and conclusions.
• Policy Case Summary : Outlines policy decisions, the rationale, implementation strategies, outcomes, and impacts, useful in public administration and policy studies.
• Historical Case Summary : Provides concise overviews of historical events, significant figures, and outcomes, aiding in the study of history and social sciences.

Key Components of an Effective Case Summary

• Case Name and Citation : The official name of the case and its citation for easy reference.
• Background Information : A brief overview of the factual background and the events leading up to the legal dispute.
• Parties Involved : Identification of the plaintiff(s) and defendant(s), including their roles and stakes in the case.
• Legal Issues : A clear statement of the legal questions or issues that the court needed to decide.
• Arguments Presented : A summary of the key arguments or positions taken by each party.
• Court’s Decision : The outcome of the case, including which party prevailed and any specific orders or judgments made by the court.
• Reasoning and Legal Principles : An explanation of the court’s reasoning and the legal principles or precedents it applied to reach its decision.
• Significance : An assessment of the case’s significance, including its impact on future legal cases, legislation, or legal principles.
• Concurring or Dissenting Opinions : If applicable, a brief overview of any concurring or dissenting opinions and their rationales.
• Date of Decision : The date when the court delivered its decision, providing context in terms of legal history or development.

How to Write a Case Summary: A Step-by-Step Guide

1. read the full case.

Begin by thoroughly reading the entire case to understand the factual background, the legal issues involved, the arguments from both sides, and the court’s decision along with its reasoning.

2. Identify the Key Facts

Extract the essential facts of the case. This includes the parties involved, the nature of the dispute, and the specific circumstances that led to the legal confrontation.

3. Outline the Legal Issues

Identify the main legal questions or issues that the court needed to resolve. This could involve interpretations of the law, legal principles, or the application of law to the case’s facts.

4. Summarize the Arguments

Briefly describe the arguments made by each side. Highlight the key points raised in support of their positions, including any legal precedents or statutes they relied on.

5. Detail the Court’s Decision

Summarize the court’s ruling on the case. Include which party won, the reasons for the decision, and any legal principles the court established or applied.

6. Explain the Reasoning

Delve into the rationale behind the court’s decision. This involves explaining how the court interpreted the law, applied it to the facts of the case, and the precedents it considered.

7. Note the Significance

If applicable, mention the broader implications of the case. This could include its impact on future legal cases, changes to the law, or its significance in legal history.

8. Keep It Concise

Ensure your summary is clear and to the point. Use plain language and avoid unnecessary legal jargon. The goal is to make the case understandable to someone not familiar with the case or the law.

9. Review for Accuracy

Double-check your summary to ensure it accurately reflects the case’s facts, legal issues, and the court’s decision. Accuracy is paramount in legal writing.

10. Cite the Case

Finally, provide a proper citation for the case. This allows readers to locate the full text of the decision if they wish to delve deeper into the details.

The Role of Case Summaries

• Efficient Research : Case summaries allow legal professionals and students to quickly identify relevant cases and understand their implications without having to read through entire judgments. This efficiency is crucial in legal research, where time is often of the essence.
• Understanding Legal Precedents : They provide a clear overview of the legal precedents set by previous cases. This understanding is essential for formulating legal arguments and for predicting how current cases may be resolved based on past decisions.
• Educational Purposes : For law students, case summaries are invaluable educational tools that aid in grasping complex legal concepts and learning how to apply them in real-world scenarios.
• Preparation for Legal Practice : They prepare practitioners for court appearances and client consultations by providing quick access to relevant case law, ensuring that legal advice and courtroom arguments are well-informed and up to date.
• Legal Analysis and Writing : Case summaries are often the starting point for deeper legal analysis and academic writing. They provide the foundational knowledge necessary for critiquing legal decisions or exploring their broader implications for the law and society.
• Facilitating Discussion and Debate : By presenting the essential elements of cases succinctly, case summaries facilitate discussion and debate among legal professionals and scholars, helping to foster a deeper understanding of the law.

13+ Case Summary Examples

Case brief summary template.

Law Student Case Brief Summary Sheet Template

Case Summary Guide

Case Summary Format Example

Case Summary Template Example

Case Summary Example

Elements of a Case Summary

Since a case summary or case brief is primarily a tool used for studying, it should be structured to meet your own needs. Here are several basic components of a brief that are present in almost all brief styles:

• Simply put, these are all the pertinent information and facts of the case. These are the important facts that heavily influence the case. You may also see examples of writing a narrative summary .
• This is the issue or the problem that is addressed in the case. This pertains to the legal questions are posed by the appealing party.
• This is the ruling of the court. This is about the decision of the court and how the court made its decision about the case. You may also like interview summary examples .
• This is your explanation on why the court ruled the way that it did. The rationale is your personal explanation regarding the process of how and why the court decided on its ruling of the case.

Free Case Summary Example

Simple Case Brief Example

Sample Case Brief Summary

People Hall Sample Case Brief

Common Mistakes to Avoid When Writing a Case Summary

• Overcomplicating the Summary : Avoid using unnecessary legal jargon or overly complex language. The goal is clarity and accessibility.
• Including Irrelevant Details : Focus on the key facts, legal issues, and outcomes. Extraneous information can detract from the summary’s purpose.
• Omitting Key Information : Make sure to include all crucial aspects of the case, such as the main legal issues, the court’s decision, and the rationale behind it.
• Failing to Clearly Identify Legal Principles : Clearly articulate the legal principles or precedents established by the case, as these are often the most important takeaways.
• Lack of Structure : A well-organized summary with clear headings and a logical flow is much easier to follow. Avoid presenting information in a disorganized manner.
• Misinterpreting the Case : Ensure you have a thorough understanding of the case to avoid inaccuracies in your summary. Misinterpretation can mislead readers.
• Neglecting the Court’s Reasoning : Merely stating the outcome without explaining the court’s reasoning omits a critical component of the case’s significance.
• Forgetting to Cite Properly : Always provide a proper citation for the case at the beginning or end of the summary. This allows readers to find the full text if needed.
• Not Reviewing for Accuracy and Completeness : Double-check your summary to ensure it accurately reflects the case’s facts and legal issues, and that it’s complete.
• Ignoring the Case’s Broader Implications : When relevant, mention the broader legal and societal implications of the case to provide context and enhance understanding.

How Do You Read a Case Summary?

To read a case summary, start with the introduction to understand the context, then move through the sections detailing the facts, legal issues, arguments, court’s decision, and reasoning. Focus on understanding the legal principles and outcomes.

How Do You Write a Good Summary for a Case Study?

A good case study summary concisely outlines the situation, the problems or questions posed, the methodology or approach taken, key findings, and the implications or recommendations, maintaining clarity and coherence throughout.

What Does a Case Report Look Like?

A case report typically includes an introduction to the case, a detailed description of the case or patient scenario, the interventions or treatments applied, the outcomes observed, and a discussion on the implications and lessons learned.

How Long Should a Case Summary Be?

A case summary should ideally be brief, often ranging from one to two pages. It needs to succinctly capture the essence of the case, focusing on the most critical elements without extraneous details.

Why Are Case Summaries Important?

Case summaries distill complex legal judgments into accessible overviews, providing essential insights into the case’s facts, legal issues, and outcomes. They are crucial for legal education, research, and practice, facilitating quick and efficient understanding.

How Do You Write a Summary and Conclusion for a Case Study?

Summarize the case study by highlighting the main points, findings, and implications. The conclusion should reflect on the study’s significance, recommend actions based on findings, and suggest areas for future research or consideration.

How to Write a Case Report?

To write a case report, start with an introduction that outlines the reason for the report, describe the case with emphasis on unique aspects, detail the interventions made, present the outcomes, and conclude with the case’s broader implications.

What is an Example of a Case Study?

An example of a case study could be an analysis of a business strategy at a leading tech company, examining how its approach to innovation and market challenges led to its current market position, focusing on specific strategies and outcomes.

How Long Should a Case Report Be?

The length of a case report can vary but is typically concise, often between 500 and 1500 words. It should be long enough to provide a comprehensive overview of the case, yet concise enough to maintain reader interest and focus on key insights

In conclusion, if you a currently studying the law, props to you; it is not an easy feat. In fact even summary a case can be difficult and requires a lot of time and understanding. And perhaps the most important thing to remember before you even start briefing or summarizing a case is that read. If you feel like you know enough about the case read again; thoroughly and carefully so you can objectively comprehend the facts pertaining to the case to make an objective summary .

Text prompt

• Instructive
• Professional

How to Craft a Clear Case Summary for Legal Analysis

The Role of a Case Summary in Enhancing Legal Understanding

Key Elements Every Effective Case Summary Must Include

Navigating Complex Legal Waters: Writing a Precise Case Summary

Case Summary: Bridging the Gap Between Law Theory and Practice

Maximizing Impact: The Strategic Use of a Case Summary

From Decision to Digest: Creating a Comprehensive Case Summary

Case Summary Essentials: A Guide for Law Students and Professionals

Breaking Down the Case: How to Summarize for Maximum Clarity

Case Summary Techniques for Quick and Efficient Legal Research

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Blog Business How to Present a Case Study like a Pro (With Examples)

How to Present a Case Study like a Pro (With Examples)

Written by: Danesh Ramuthi Sep 07, 2023

Okay, let’s get real: case studies can be kinda snooze-worthy. But guess what? They don’t have to be!

In this article, I will cover every element that transforms a mere report into a compelling case study, from selecting the right metrics to using persuasive narrative techniques.

And if you’re feeling a little lost, don’t worry! There are cool tools like Venngage’s Case Study Creator to help you whip up something awesome, even if you’re short on time. Plus, the pre-designed case study templates are like instant polish because let’s be honest, everyone loves a shortcut.

Click to jump ahead: 

What is a case study presentation?

What is the purpose of presenting a case study, how to structure a case study presentation, how long should a case study presentation be, 5 case study presentation examples with templates, 6 tips for delivering an effective case study presentation, 5 common mistakes to avoid in a case study presentation, how to present a case study faqs.

A case study presentation involves a comprehensive examination of a specific subject, which could range from an individual, group, location, event, organization or phenomenon.

They’re like puzzles you get to solve with the audience, all while making you think outside the box.

Unlike a basic report or whitepaper, the purpose of a case study presentation is to stimulate critical thinking among the viewers. 

The primary objective of a case study is to provide an extensive and profound comprehension of the chosen topic. You don’t just throw numbers at your audience. You use examples and real-life cases to make you think and see things from different angles.

The primary purpose of presenting a case study is to offer a comprehensive, evidence-based argument that informs, persuades and engages your audience.

Here’s the juicy part: presenting that case study can be your secret weapon. Whether you’re pitching a groundbreaking idea to a room full of suits or trying to impress your professor with your A-game, a well-crafted case study can be the magic dust that sprinkles brilliance over your words.

Think of it like digging into a puzzle you can’t quite crack . A case study lets you explore every piece, turn it over and see how it fits together. This close-up look helps you understand the whole picture, not just a blurry snapshot.

It’s also your chance to showcase how you analyze things, step by step, until you reach a conclusion. It’s all about being open and honest about how you got there.

Besides, presenting a case study gives you an opportunity to connect data and real-world scenarios in a compelling narrative. It helps to make your argument more relatable and accessible, increasing its impact on your audience.

One of the contexts where case studies can be very helpful is during the job interview. In some job interviews, you as candidates may be asked to present a case study as part of the selection process.

Having a case study presentation prepared allows the candidate to demonstrate their ability to understand complex issues, formulate strategies and communicate their ideas effectively.

The way you present a case study can make all the difference in how it’s received. A well-structured presentation not only holds the attention of your audience but also ensures that your key points are communicated clearly and effectively.

In this section, let’s go through the key steps that’ll help you structure your case study presentation for maximum impact.

Let’s get into it. 

Open with an introductory overview 

Start by introducing the subject of your case study and its relevance. Explain why this case study is important and who would benefit from the insights gained. This is your opportunity to grab your audience’s attention.

Explain the problem in question

Dive into the problem or challenge that the case study focuses on. Provide enough background information for the audience to understand the issue. If possible, quantify the problem using data or metrics to show the magnitude or severity.

Detail the solutions to solve the problem

After outlining the problem, describe the steps taken to find a solution. This could include the methodology, any experiments or tests performed and the options that were considered. Make sure to elaborate on why the final solution was chosen over the others.

Key stakeholders Involved

Talk about the individuals, groups or organizations that were directly impacted by or involved in the problem and its solution. 

Stakeholders may experience a range of outcomes—some may benefit, while others could face setbacks.

For example, in a business transformation case study, employees could face job relocations or changes in work culture, while shareholders might be looking at potential gains or losses.

Discuss the key results & outcomes

Discuss the results of implementing the solution. Use data and metrics to back up your statements. Did the solution meet its objectives? What impact did it have on the stakeholders? Be honest about any setbacks or areas for improvement as well.

Include visuals to support your analysis

Visual aids can be incredibly effective in helping your audience grasp complex issues. Utilize charts, graphs, images or video clips to supplement your points. Make sure to explain each visual and how it contributes to your overall argument.

Pie charts illustrate the proportion of different components within a whole, useful for visualizing market share, budget allocation or user demographics.

This is particularly useful especially if you’re displaying survey results in your case study presentation.

Stacked charts on the other hand are perfect for visualizing composition and trends. This is great for analyzing things like customer demographics, product breakdowns or budget allocation in your case study.

Consider this example of a stacked bar chart template. It provides a straightforward summary of the top-selling cake flavors across various locations, offering a quick and comprehensive view of the data.

Not the chart you’re looking for? Browse Venngage’s gallery of chart templates to find the perfect one that’ll captivate your audience and level up your data storytelling.

Recommendations and next steps

Wrap up by providing recommendations based on the case study findings. Outline the next steps that stakeholders should take to either expand on the success of the project or address any remaining challenges.

Acknowledgments and references

Thank the people who contributed to the case study and helped in the problem-solving process. Cite any external resources, reports or data sets that contributed to your analysis.

Feedback & Q&A session

Open the floor for questions and feedback from your audience. This allows for further discussion and can provide additional insights that may not have been considered previously.

Closing remarks

Conclude the presentation by summarizing the key points and emphasizing the takeaways. Thank your audience for their time and participation and express your willingness to engage in further discussions or collaborations on the subject.

Well, the length of a case study presentation can vary depending on the complexity of the topic and the needs of your audience. However, a typical business or academic presentation often lasts between 15 to 30 minutes. 

This time frame usually allows for a thorough explanation of the case while maintaining audience engagement. However, always consider leaving a few minutes at the end for a Q&A session to address any questions or clarify points made during the presentation.

When it comes to presenting a compelling case study, having a well-structured template can be a game-changer. 

It helps you organize your thoughts, data and findings in a coherent and visually pleasing manner. 

Not all case studies are created equal and different scenarios require distinct approaches for maximum impact. 

To save you time and effort, I have curated a list of 5 versatile case study presentation templates, each designed for specific needs and audiences. 

Here are some best case study presentation examples that showcase effective strategies for engaging your audience and conveying complex information clearly.

1 . Lab report case study template

Ever feel like your research gets lost in a world of endless numbers and jargon? Lab case studies are your way out!

Think of it as building a bridge between your cool experiment and everyone else. It’s more than just reporting results – it’s explaining the “why” and “how” in a way that grabs attention and makes sense.

This lap report template acts as a blueprint for your report, guiding you through each essential section (introduction, methods, results, etc.) in a logical order.

Want to present your research like a pro? Browse our research presentation template gallery for creative inspiration!

2. Product case study template

It’s time you ditch those boring slideshows and bullet points because I’ve got a better way to win over clients: product case study templates.

Instead of just listing features and benefits, you get to create a clear and concise story that shows potential clients exactly what your product can do for them. It’s like painting a picture they can easily visualize, helping them understand the value your product brings to the table.

Grab the template below, fill in the details, and watch as your product’s impact comes to life!

3. Content marketing case study template

In digital marketing, showcasing your accomplishments is as vital as achieving them. 

A well-crafted case study not only acts as a testament to your successes but can also serve as an instructional tool for others. 

With this coral content marketing case study template—a perfect blend of vibrant design and structured documentation, you can narrate your marketing triumphs effectively.

4. Case study psychology template

Understanding how people tick is one of psychology’s biggest quests and case studies are like magnifying glasses for the mind. They offer in-depth looks at real-life behaviors, emotions and thought processes, revealing fascinating insights into what makes us human.

Writing a top-notch case study, though, can be a challenge. It requires careful organization, clear presentation and meticulous attention to detail. That’s where a good case study psychology template comes in handy.

Think of it as a helpful guide, taking care of formatting and structure while you focus on the juicy content. No more wrestling with layouts or margins – just pour your research magic into crafting a compelling narrative.

5. Lead generation case study template

Lead generation can be a real head-scratcher. But here’s a little help: a lead generation case study.

Think of it like a friendly handshake and a confident resume all rolled into one. It’s your chance to showcase your expertise, share real-world successes and offer valuable insights. Potential clients get to see your track record, understand your approach and decide if you’re the right fit.

No need to start from scratch, though. This lead generation case study template guides you step-by-step through crafting a clear, compelling narrative that highlights your wins and offers actionable tips for others. Fill in the gaps with your specific data and strategies, and voilà! You’ve got a powerful tool to attract new customers.

Related: 15+ Professional Case Study Examples [Design Tips + Templates]

So, you’ve spent hours crafting the perfect case study and are now tasked with presenting it. Crafting the case study is only half the battle; delivering it effectively is equally important. 

Whether you’re facing a room of executives, academics or potential clients, how you present your findings can make a significant difference in how your work is received. 

Forget boring reports and snooze-inducing presentations! Let’s make your case study sing. Here are some key pointers to turn information into an engaging and persuasive performance:

• Know your audience : Tailor your presentation to the knowledge level and interests of your audience. Remember to use language and examples that resonate with them.
• Rehearse : Rehearsing your case study presentation is the key to a smooth delivery and for ensuring that you stay within the allotted time. Practice helps you fine-tune your pacing, hone your speaking skills with good word pronunciations and become comfortable with the material, leading to a more confident, conversational and effective presentation.
• Start strong : Open with a compelling introduction that grabs your audience’s attention. You might want to use an interesting statistic, a provocative question or a brief story that sets the stage for your case study.
• Be clear and concise : Avoid jargon and overly complex sentences. Get to the point quickly and stay focused on your objectives.
• Use visual aids : Incorporate slides with graphics, charts or videos to supplement your verbal presentation. Make sure they are easy to read and understand.
• Tell a story : Use storytelling techniques to make the case study more engaging. A well-told narrative can help you make complex data more relatable and easier to digest.

Ditching the dry reports and slide decks? Venngage’s case study templates let you wow customers with your solutions and gain insights to improve your business plan. Pre-built templates, visual magic and customer captivation – all just a click away. Go tell your story and watch them say “wow!”

Nailed your case study, but want to make your presentation even stronger? Avoid these common mistakes to ensure your audience gets the most out of it:

Overloading with information

A case study is not an encyclopedia. Overloading your presentation with excessive data, text or jargon can make it cumbersome and difficult for the audience to digest the key points. Stick to what’s essential and impactful. Need help making your data clear and impactful? Our data presentation templates can help! Find clear and engaging visuals to showcase your findings.

Lack of structure

Jumping haphazardly between points or topics can confuse your audience. A well-structured presentation, with a logical flow from introduction to conclusion, is crucial for effective communication.

Ignoring the audience

Different audiences have different needs and levels of understanding. Failing to adapt your presentation to your audience can result in a disconnect and a less impactful presentation.

Poor visual elements

While content is king, poor design or lack of visual elements can make your case study dull or hard to follow. Make sure you use high-quality images, graphs and other visual aids to support your narrative.

Not focusing on results

A case study aims to showcase a problem and its solution, but what most people care about are the results. Failing to highlight or adequately explain the outcomes can make your presentation fall flat.

How to start a case study presentation?

Starting a case study presentation effectively involves a few key steps:

• Grab attention : Open with a hook—an intriguing statistic, a provocative question or a compelling visual—to engage your audience from the get-go.
• Set the stage : Briefly introduce the subject, context and relevance of the case study to give your audience an idea of what to expect.
• Outline objectives : Clearly state what the case study aims to achieve. Are you solving a problem, proving a point or showcasing a success?
• Agenda : Give a quick outline of the key sections or topics you’ll cover to help the audience follow along.
• Set expectations : Let your audience know what you want them to take away from the presentation, whether it’s knowledge, inspiration or a call to action.

How to present a case study on PowerPoint and on Google Slides?

Presenting a case study on PowerPoint and Google Slides involves a structured approach for clarity and impact using presentation slides :

• Title slide : Start with a title slide that includes the name of the case study, your name and any relevant institutional affiliations.
• Introduction : Follow with a slide that outlines the problem or situation your case study addresses. Include a hook to engage the audience.
• Objectives : Clearly state the goals of the case study in a dedicated slide.
• Findings : Use charts, graphs and bullet points to present your findings succinctly.
• Analysis : Discuss what the findings mean, drawing on supporting data or secondary research as necessary.
• Conclusion : Summarize key takeaways and results.
• Q&A : End with a slide inviting questions from the audience.

What’s the role of analysis in a case study presentation?

The role of analysis in a case study presentation is to interpret the data and findings, providing context and meaning to them. 

It helps your audience understand the implications of the case study, connects the dots between the problem and the solution and may offer recommendations for future action.

Is it important to include real data and results in the presentation?

Yes, including real data and results in a case study presentation is crucial to show experience,  credibility and impact. Authentic data lends weight to your findings and conclusions, enabling the audience to trust your analysis and take your recommendations more seriously

How do I conclude a case study presentation effectively?

To conclude a case study presentation effectively, summarize the key findings, insights and recommendations in a clear and concise manner. 

End with a strong call-to-action or a thought-provoking question to leave a lasting impression on your audience.

What’s the best way to showcase data in a case study presentation ?

The best way to showcase data in a case study presentation is through visual aids like charts, graphs and infographics which make complex information easily digestible, engaging and creative. 

Don’t just report results, visualize them! This template for example lets you transform your social media case study into a captivating infographic that sparks conversation.

Choose the type of visual that best represents the data you’re showing; for example, use bar charts for comparisons or pie charts for parts of a whole. 

Ensure that the visuals are high-quality and clearly labeled, so the audience can quickly grasp the key points. 

Keep the design consistent and simple, avoiding clutter or overly complex visuals that could distract from the message.

Choose a template that perfectly suits your case study where you can utilize different visual aids for maximum impact. 

Need more inspiration on how to turn numbers into impact with the help of infographics? Our ready-to-use infographic templates take the guesswork out of creating visual impact for your case studies with just a few clicks.

Related: 10+ Case Study Infographic Templates That Convert

Congrats on mastering the art of compelling case study presentations! This guide has equipped you with all the essentials, from structure and nuances to avoiding common pitfalls. You’re ready to impress any audience, whether in the boardroom, the classroom or beyond.

And remember, you’re not alone in this journey. Venngage’s Case Study Creator is your trusty companion, ready to elevate your presentations from ordinary to extraordinary. So, let your confidence shine, leverage your newly acquired skills and prepare to deliver presentations that truly resonate.

Go forth and make a lasting impact!

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Writing A Case Study

Case Study Examples

Brilliant Case Study Examples and Templates For Your Help

15 min read

People also read

A Complete Case Study Writing Guide With Examples

Simple Case Study Format for Students to Follow

Understand the Types of Case Study Here

It’s no surprise that writing a case study is one of the most challenging academic tasks for students. You’re definitely not alone here!

Most people don't realize that there are specific guidelines to follow when writing a case study. If you don't know where to start, it's easy to get overwhelmed and give up before you even begin.

Don't worry! Let us help you out!

We've collected over 25 free case study examples with solutions just for you. These samples with solutions will help you win over your panel and score high marks on your case studies.

So, what are you waiting for? Let's dive in and learn the secrets to writing a successful case study.

• 1. An Overview of Case Studies
• 2. Case Study Examples for Students
• 3. Business Case Study Examples
• 4. Medical Case Study Examples
• 5. Psychology Case Study Examples 
• 6. Sales Case Study Examples
• 7. Interview Case Study Examples
• 8. Marketing Case Study Examples
• 9. Tips to Write a Good Case Study

An Overview of Case Studies

A case study is a research method used to study a particular individual, group, or situation in depth. It involves analyzing and interpreting data from a variety of sources to gain insight into the subject being studied. 

Case studies are often used in psychology, business, and education to explore complicated problems and find solutions. They usually have detailed descriptions of the subject, background info, and an analysis of the main issues.

The goal of a case study is to provide a comprehensive understanding of the subject. Typically, case studies can be divided into three parts, challenges, solutions, and results. 

Here is a case study sample PDF so you can have a clearer understanding of what a case study actually is:

Case Study Sample PDF

How to Write a Case Study Examples

Learn how to write a case study with the help of our comprehensive case study guide.

Case Study Examples for Students

Quite often, students are asked to present case studies in their academic journeys. The reason instructors assign case studies is for students to sharpen their critical analysis skills, understand how companies make profits, etc.

Below are some case study examples in research, suitable for students:

Case Study Example in Software Engineering

Qualitative Research Case Study Sample

Software Quality Assurance Case Study

Social Work Case Study Example

Ethical Case Study

Case Study Example PDF

These examples can guide you on how to structure and format your own case studies.

Struggling with formatting your case study? Check this case study format guide and perfect your document’s structure today.

Business Case Study Examples

A business case study examines a business’s specific challenge or goal and how it should be solved. Business case studies usually focus on several details related to the initial challenge and proposed solution. 

To help you out, here are some samples so you can create case studies that are related to businesses: 

Here are some more business case study examples:

Business Case Studies PDF

Business Case Studies Example

Typically, a business case study discovers one of your customer's stories and how you solved a problem for them. It allows your prospects to see how your solutions address their needs. 

Medical Case Study Examples

Medical case studies are an essential part of medical education. They help students to understand how to diagnose and treat patients. 

Here are some medical case study examples to help you.

Medical Case Study Example

Nursing Case Study Example

Want to understand the various types of case studies? Check out our types of case study blog to select the perfect type.

Psychology Case Study Examples 

Case studies are a great way of investigating individuals with psychological abnormalities. This is why it is a very common assignment in psychology courses. 

By examining all the aspects of your subject’s life, you discover the possible causes of exhibiting such behavior. 

For your help, here are some interesting psychology case study examples:

Psychology Case Study Example

Mental Health Case Study Example

Sales Case Study Examples

Case studies are important tools for sales teams’ performance improvement. By examining sales successes, teams can gain insights into effective strategies and create action plans to employ similar tactics.

By researching case studies of successful sales campaigns, sales teams can more accurately identify challenges and develop solutions.

Sales Case Study Example

Interview Case Study Examples

Interview case studies provide businesses with invaluable information. This data allows them to make informed decisions related to certain markets or subjects.

Interview Case Study Example

Marketing Case Study Examples

Marketing case studies are real-life stories that showcase how a business solves a problem. They typically discuss how a business achieves a goal using a specific marketing strategy or tactic.

They typically describe a challenge faced by a business, the solution implemented, and the results achieved.

This is a short sample marketing case study for you to get an idea of what an actual marketing case study looks like.

 Here are some more popular marketing studies that show how companies use case studies as a means of marketing and promotion:

“Chevrolet Discover the Unexpected” by Carol H. Williams

This case study explores Chevrolet's “ DTU Journalism Fellows ” program. The case study uses the initials “DTU” to generate interest and encourage readers to learn more. 

Multiple types of media, such as images and videos, are used to explain the challenges faced. The case study concludes with an overview of the achievements that were met.

Key points from the case study include:

• Using a well-known brand name in the title can create interest.
• Combining different media types, such as headings, images, and videos, can help engage readers and make the content more memorable.
• Providing a summary of the key achievements at the end of the case study can help readers better understand the project's impact.

“The Met” by Fantasy

“ The Met ” by Fantasy is a fictional redesign of the Metropolitan Museum of Art in New York City, created by the design studio Fantasy. The case study clearly and simply showcases the museum's website redesign.

The Met emphasizes the website’s features and interface by showcasing each section of the interface individually, allowing the readers to concentrate on the significant elements.

For those who prefer text, each feature includes an objective description. The case study also includes a “Contact Us” call-to-action at the bottom of the page, inviting visitors to contact the company.

Key points from this “The Met” include:

• Keeping the case study simple and clean can help readers focus on the most important aspects.
• Presenting the features and solutions with a visual showcase can be more effective than writing a lot of text.
• Including a clear call-to-action at the end of the case study can encourage visitors to contact the company for more information.

“Better Experiences for All” by Herman Miller

Herman Miller's minimalist approach to furniture design translates to their case study, “ Better Experiences for All ”, for a Dubai hospital. The page features a captivating video with closed-captioning and expandable text for accessibility.

The case study presents a wealth of information in a concise format, enabling users to grasp the complexities of the strategy with ease. It concludes with a client testimonial and a list of furniture items purchased from the brand.

Key points from the “Better Experiences” include:

• Make sure your case study is user-friendly by including accessibility features like closed captioning and expandable text.
• Include a list of products that were used in the project to guide potential customers.

“NetApp” by Evisort 

Evisort's case study on “ NetApp ” stands out for its informative and compelling approach. The study begins with a client-centric overview of NetApp, strategically directing attention to the client rather than the company or team involved.

The case study incorporates client quotes and explores NetApp’s challenges during COVID-19. Evisort showcases its value as a client partner by showing how its services supported NetApp through difficult times. 

• Provide an overview of the company in the client’s words, and put focus on the customer. 
• Highlight how your services can help clients during challenging times.
• Make your case study accessible by providing it in various formats.

“Red Sox Season Campaign,” by CTP Boston

The “ Red Sox Season Campaign ” showcases a perfect blend of different media, such as video, text, and images. Upon visiting the page, the video plays automatically, there are videos of Red Sox players, their images, and print ads that can be enlarged with a click.

The page features an intuitive design and invites viewers to appreciate CTP's well-rounded campaign for Boston's beloved baseball team. There’s also a CTA that prompts viewers to learn how CTP can create a similar campaign for their brand.

Some key points to take away from the “Red Sox Season Campaign”: 

• Including a variety of media such as video, images, and text can make your case study more engaging and compelling.
• Include a call-to-action at the end of your study that encourages viewers to take the next step towards becoming a customer or prospect.

“Airbnb + Zendesk” by Zendesk

The case study by Zendesk, titled “ Airbnb + Zendesk : Building a powerful solution together,” showcases a true partnership between Airbnb and Zendesk. 

The article begins with an intriguing opening statement, “Halfway around the globe is a place to stay with your name on it. At least for a weekend,” and uses stunning images of beautiful Airbnb locations to captivate readers.

Instead of solely highlighting Zendesk's product, the case study is crafted to tell a good story and highlight Airbnb's service in detail. This strategy makes the case study more authentic and relatable.

Some key points to take away from this case study are:

• Use client's offerings' images rather than just screenshots of your own product or service.
• To begin the case study, it is recommended to include a distinct CTA. For instance, Zendesk presents two alternatives, namely to initiate a trial or seek a solution.

“Influencer Marketing” by Trend and WarbyParker

The case study "Influencer Marketing" by Trend and Warby Parker highlights the potential of influencer content marketing, even when working with a limited budget. 

The “Wearing Warby” campaign involved influencers wearing Warby Parker glasses during their daily activities, providing a glimpse of the brand's products in use. 

This strategy enhanced the brand's relatability with influencers' followers. While not detailing specific tactics, the case study effectively illustrates the impact of third-person case studies in showcasing campaign results.

Key points to take away from this case study are:

• Influencer marketing can be effective even with a limited budget.
• Showcasing products being used in everyday life can make a brand more approachable and relatable.
• Third-person case studies can be useful in highlighting the success of a campaign.

Marketing Case Study Template

Marketing Case Study Example

Now that you have read multiple case study examples, hop on to our tips.

Tips to Write a Good Case Study

Here are some note-worthy tips to craft a winning case study 

• Define the purpose of the case study This will help you to focus on the most important aspects of the case. The case study objective helps to ensure that your finished product is concise and to the point.
• Choose a real-life example. One of the best ways to write a successful case study is to choose a real-life example. This will give your readers a chance to see how the concepts apply in a real-world setting.
• Keep it brief. This means that you should only include information that is directly relevant to your topic and avoid adding unnecessary details.
• Use strong evidence. To make your case study convincing, you will need to use strong evidence. This can include statistics, data from research studies, or quotes from experts in the field.
• Edit and proofread your work. Before you submit your case study, be sure to edit and proofread your work carefully. This will help to ensure that there are no errors and that your paper is clear and concise.

There you go!

We’re sure that now you have secrets to writing a great case study at your fingertips! This blog teaches the key guidelines of various case studies with samples. So grab your pen and start crafting a winning case study right away!

Having said that, we do understand that some of you might be having a hard time writing compelling case studies.

But worry not! Our expert case study writing service is here to take all your case-writing blues away! 

With 100% thorough research guaranteed, our online essay service can craft an amazing case study within 24 hours! 

So why delay? Let us help you shine in the eyes of your instructor!

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Dr. Barbara is a highly experienced writer and author who holds a Ph.D. degree in public health from an Ivy League school. She has worked in the medical field for many years, conducting extensive research on various health topics. Her writing has been featured in several top-tier publications.

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How to Write a Case Study - All You Wanted to Know

What do you study in your college? If you are a psychology, sociology, or anthropology student, we bet you might be familiar with what a case study is. This research method is used to study a certain person, group, or situation. In this guide from our dissertation writing service , you will learn how to write a case study professionally, from researching to citing sources properly. Also, we will explore different types of case studies and show you examples — so that you won’t have any other questions left.

What Is a Case Study?

A case study is a subcategory of research design which investigates problems and offers solutions. Case studies can range from academic research studies to corporate promotional tools trying to sell an idea—their scope is quite vast.

What Is the Difference Between a Research Paper and a Case Study?

While research papers turn the reader’s attention to a certain problem, case studies go even further. Case study guidelines require students to pay attention to details, examining issues closely and in-depth using different research methods. For example, case studies may be used to examine court cases if you study Law, or a patient's health history if you study Medicine. Case studies are also used in Marketing, which are thorough, empirically supported analysis of a good or service's performance. Well-designed case studies can be valuable for prospective customers as they can identify and solve the potential customers pain point.

Case studies involve a lot of storytelling – they usually examine particular cases for a person or a group of people. This method of research is very helpful, as it is very practical and can give a lot of hands-on information. Most commonly, the length of the case study is about 500-900 words, which is much less than the length of an average research paper.

The structure of a case study is very similar to storytelling. It has a protagonist or main character, which in your case is actually a problem you are trying to solve. You can use the system of 3 Acts to make it a compelling story. It should have an introduction, rising action, a climax where transformation occurs, falling action, and a solution.

Here is a rough formula for you to use in your case study:

Problem (Act I): > Solution (Act II) > Result (Act III) > Conclusion.

Types of Case Studies

The purpose of a case study is to provide detailed reports on an event, an institution, a place, future customers, or pretty much anything. There are a few common types of case study, but the type depends on the topic. The following are the most common domains where case studies are needed:

• Historical case studies are great to learn from. Historical events have a multitude of source info offering different perspectives. There are always modern parallels where these perspectives can be applied, compared, and thoroughly analyzed.
• Problem-oriented case studies are usually used for solving problems. These are often assigned as theoretical situations where you need to immerse yourself in the situation to examine it. Imagine you’re working for a startup and you’ve just noticed a significant flaw in your product’s design. Before taking it to the senior manager, you want to do a comprehensive study on the issue and provide solutions. On a greater scale, problem-oriented case studies are a vital part of relevant socio-economic discussions.
• Cumulative case studies collect information and offer comparisons. In business, case studies are often used to tell people about the value of a product.
• Critical case studies explore the causes and effects of a certain case.
• Illustrative case studies describe certain events, investigating outcomes and lessons learned.

Need a compelling case study? EssayPro has got you covered. Our experts are ready to provide you with detailed, insightful case studies that capture the essence of real-world scenarios. Elevate your academic work with our professional assistance.

Case Study Format

The case study format is typically made up of eight parts:

• Executive Summary. Explain what you will examine in the case study. Write an overview of the field you’re researching. Make a thesis statement and sum up the results of your observation in a maximum of 2 sentences.
• Background. Provide background information and the most relevant facts. Isolate the issues.
• Case Evaluation. Isolate the sections of the study you want to focus on. In it, explain why something is working or is not working.
• Proposed Solutions. Offer realistic ways to solve what isn’t working or how to improve its current condition. Explain why these solutions work by offering testable evidence.
• Conclusion. Summarize the main points from the case evaluations and proposed solutions. 6. Recommendations. Talk about the strategy that you should choose. Explain why this choice is the most appropriate.
• Implementation. Explain how to put the specific strategies into action.
• References. Provide all the citations.

How to Write a Case Study

Let's discover how to write a case study.

Setting Up the Research

When writing a case study, remember that research should always come first. Reading many different sources and analyzing other points of view will help you come up with more creative solutions. You can also conduct an actual interview to thoroughly investigate the customer story that you'll need for your case study. Including all of the necessary research, writing a case study may take some time. The research process involves doing the following:

• Define your objective. Explain the reason why you’re presenting your subject. Figure out where you will feature your case study; whether it is written, on video, shown as an infographic, streamed as a podcast, etc.
• Determine who will be the right candidate for your case study. Get permission, quotes, and other features that will make your case study effective. Get in touch with your candidate to see if they approve of being part of your work. Study that candidate’s situation and note down what caused it.
• Identify which various consequences could result from the situation. Follow these guidelines on how to start a case study: surf the net to find some general information you might find useful.
• Make a list of credible sources and examine them. Seek out important facts and highlight problems. Always write down your ideas and make sure to brainstorm.
• Focus on several key issues – why they exist, and how they impact your research subject. Think of several unique solutions. Draw from class discussions, readings, and personal experience. When writing a case study, focus on the best solution and explore it in depth. After having all your research in place, writing a case study will be easy. You may first want to check the rubric and criteria of your assignment for the correct case study structure.

Read Also: ' WHAT IS A CREDIBLE SOURCES ?'

Although your instructor might be looking at slightly different criteria, every case study rubric essentially has the same standards. Your professor will want you to exhibit 8 different outcomes:

• Correctly identify the concepts, theories, and practices in the discipline.
• Identify the relevant theories and principles associated with the particular study.
• Evaluate legal and ethical principles and apply them to your decision-making.
• Recognize the global importance and contribution of your case.
• Construct a coherent summary and explanation of the study.
• Demonstrate analytical and critical-thinking skills.
• Explain the interrelationships between the environment and nature.
• Integrate theory and practice of the discipline within the analysis.

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Case Study Outline

Let's look at the structure of an outline based on the issue of the alcoholic addiction of 30 people.

Introduction

• Statement of the issue: Alcoholism is a disease rather than a weakness of character.
• Presentation of the problem: Alcoholism is affecting more than 14 million people in the USA, which makes it the third most common mental illness there.
• Explanation of the terms: In the past, alcoholism was commonly referred to as alcohol dependence or alcohol addiction. Alcoholism is now the more severe stage of this addiction in the disorder spectrum.
• Hypotheses: Drinking in excess can lead to the use of other drugs.
• Importance of your story: How the information you present can help people with their addictions.
• Background of the story: Include an explanation of why you chose this topic.
• Presentation of analysis and data: Describe the criteria for choosing 30 candidates, the structure of the interview, and the outcomes.
• Strong argument 1: ex. X% of candidates dealing with anxiety and depression...
• Strong argument 2: ex. X amount of people started drinking by their mid-teens.
• Strong argument 3: ex. X% of respondents’ parents had issues with alcohol.
• Concluding statement: I have researched if alcoholism is a disease and found out that…
• Recommendations: Ways and actions for preventing alcohol use.

Writing a Case Study Draft

After you’ve done your case study research and written the outline, it’s time to focus on the draft. In a draft, you have to develop and write your case study by using: the data which you collected throughout the research, interviews, and the analysis processes that were undertaken. Follow these rules for the draft:

Use Data to Illustrate Key Points in Your Case Study

Even though your case study is a story, it should be based on evidence. Use as much data as possible to illustrate your point. Without the right data, your case study may appear weak and the readers may not be able to relate to your issue as much as they should. Let's see the examples from essay writing service :

‍ With data: Alcoholism is affecting more than 14 million people in the USA, which makes it the third most common mental illness there. Without data: A lot of people suffer from alcoholism in the United States.

Try to include as many credible sources as possible. You may have terms or sources that could be hard for other cultures to understand. If this is the case, you should include them in the appendix or Notes for the Instructor or Professor.

Finalizing the Draft: Checklist

After you finish drafting your case study, polish it up by answering these ‘ask yourself’ questions and think about how to end your case study:

• Check that you follow the correct case study format, also in regards to text formatting.
• Check that your work is consistent with its referencing and citation style.
• Micro-editing — check for grammar and spelling issues.
• Macro-editing — does ‘the big picture’ come across to the reader? Is there enough raw data, such as real-life examples or personal experiences? Have you made your data collection process completely transparent? Does your analysis provide a clear conclusion, allowing for further research and practice?

Problems to avoid:

• Overgeneralization – Do not go into further research that deviates from the main problem.
• Failure to Document Limitations – Just as you have to clearly state the limitations of a general research study, you must describe the specific limitations inherent in the subject of analysis.
• Failure to Extrapolate All Possible Implications – Just as you don't want to over-generalize from your case study findings, you also have to be thorough in the consideration of all possible outcomes or recommendations derived from your findings.

How to Create a Title Page and Cite a Case Study

Let's see how to create an awesome title page.

Your title page depends on the prescribed citation format. The title page should include:

• A title that attracts some attention and describes your study
• The title should have the words “case study” in it
• The title should range between 5-9 words in length
• Your name and contact information
• Your finished paper should be only 500 to 1,500 words in length.With this type of assignment, write effectively and avoid fluff

Here is a template for the APA and MLA format title page:

There are some cases when you need to cite someone else's study in your own one – therefore, you need to master how to cite a case study. A case study is like a research paper when it comes to citations. You can cite it like you cite a book, depending on what style you need.

Citation Example in MLA ‍ Hill, Linda, Tarun Khanna, and Emily A. Stecker. HCL Technologies. Boston: Harvard Business Publishing, 2008. Print.

Citation Example in APA ‍ Hill, L., Khanna, T., & Stecker, E. A. (2008). HCL Technologies. Boston: Harvard Business Publishing.

Citation Example in Chicago Hill, Linda, Tarun Khanna, and Emily A. Stecker. HCL Technologies.

Case Study Examples

To give you an idea of a professional case study example, we gathered and linked some below.

Eastman Kodak Case Study

Case Study Example: Audi Trains Mexican Autoworkers in Germany

To conclude, a case study is one of the best methods of getting an overview of what happened to a person, a group, or a situation in practice. It allows you to have an in-depth glance at the real-life problems that businesses, healthcare industry, criminal justice, etc. may face. This insight helps us look at such situations in a different light. This is because we see scenarios that we otherwise would not, without necessarily being there. If you need custom essays , try our research paper writing services .

Get Help Form Qualified Writers

Crafting a case study is not easy. You might want to write one of high quality, but you don’t have the time or expertise. If you’re having trouble with your case study, help with essay request - we'll help. EssayPro writers have read and written countless case studies and are experts in endless disciplines. Request essay writing, editing, or proofreading assistance from our custom case study writing service , and all of your worries will be gone.

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Crafting a case study is not easy. You might want to write one of high quality, but you don’t have the time or expertise. Request ' write my case study ' assistance from our service.

What Is A Case Study?

How to cite a case study in apa, how to write a case study.

Daniel Parker

is a seasoned educational writer focusing on scholarship guidance, research papers, and various forms of academic essays including reflective and narrative essays. His expertise also extends to detailed case studies. A scholar with a background in English Literature and Education, Daniel’s work on EssayPro blog aims to support students in achieving academic excellence and securing scholarships. His hobbies include reading classic literature and participating in academic forums.

is an expert in nursing and healthcare, with a strong background in history, law, and literature. Holding advanced degrees in nursing and public health, his analytical approach and comprehensive knowledge help students navigate complex topics. On EssayPro blog, Adam provides insightful articles on everything from historical analysis to the intricacies of healthcare policies. In his downtime, he enjoys historical documentaries and volunteering at local clinics.

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How to Write an Executive Summary in 10 Steps

Written by: Unenabasi Ekeruke

Whether you're starting a new business or growing an existing one, creating business or project plans puts you in the driving seat for success. According to a study, creating a detailed plan and sticking to it gives you a 30% greater chance of growing and doubling your business.

But how do you craft a plan that captures the attention of investors or stakeholders? Well, it all starts with a compelling executive summary that captures the major points of your plan at a glance.

An executive summary is the most important element of your proposal or project plan. It's the first thing your audience will read and could be the ticket to getting that all-important meeting and funding for your project.

Not sure how to write an effective executive summary for your next business document? We've got you covered.

This article will dig deeper into what executive summaries are, why you need them and how to write one for your business or project.

Before we jump right in, here's a short selection of 8 easy-to-edit executive summary templates you can edit, share and download with Visme. View more templates below:

Table of Contents

What is an executive summary, why you need an executive summary, when to use an executive summary, how long does an executive summary need to be, how to write an executive summary (+ examples).

An executive summary is a brief overview of a larger document. It's usually the first thing readers see before they dive into the other part of your reports, proposals and other business documents.

Essentially, an executive summary is a critical document or section that precedes documents like:

• Project status reports
• Business plans
• Project plans
• Project proposals
• Financial reports
• Academic reports
• Business cases
• Environmental studies
• Market surveys
• Research documents and more

For example, suppose a company performs market research to decide whether to move in a different strategic direction. In that case, they can write a business plan to articulate findings and suggest the next steps.

The business plan would begin with an executive summary like the one in the template below.

When seeking new partners, business loans or funding round for a startup, your executive summary will precede your business plan. It sums up the opportunity, business and execution plan in a brief document.

This is your key to getting initial funding or subsequent investments. And only an effective executive summary will unlock that door or get investors to listen to you.

Executive summaries are also an important component of project proposals or project status reports. They provide a general overview of the project activities, progress, setbacks and next steps.

After your table of contents comes your executive summary. It should briefly:

• Highlight the purpose of the report
• Analyze the problem and solution
• Spotlight key figures and
• Describe results, conclusions or recommendations

The scope and length of your executive summary will depend on what you're summarizing. But generally, it could be one to three pages long.

Regardless of the type or purpose of your document, the executive summary should include the most important information. That's because it could be the only part of your report investors, managers or prospects may read.

Writing a compelling executive summary will enable your readers to digest the entire content without reading it all.

For example, CEOs, managers and supervisors engage in a ton of business activities. Hence, they're pressed for time. So, reading lengthy reports may become tricky, especially when they need the information to make quick decisions.

While writing your executive summary, include everything your readers need to make decisions. Best of all, it should grab attention and convince readers that it's worth their time to read the entire document.

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Your executive summary is the most important element of your project report. And how you write it can make or break your business or project plan.

The primary goal of your executive summary is to get your audience sold on your business proposal. But you need a clear and concise one to capture readers' attention and get them excited about your plan.

On the flip side, many things could go wrong with poorly written executive summaries. It can easily turn off stakeholders and hamper your chances of winning them over.

Let's look at other reasons you should dedicate time to make your executive summary appealing.

Grab Readers’ Attention and Drive Interest

Project plans, business plans and market research reports can get granular and dense. Hence, most readers rely on the executive summary to get the hang of what the document entails.

Think of your executive summary as the hook to the rest of your content. It's a golden opportunity to show who you are, share your company's vision and connect with potential investors.

With an excellent executive summary, you can get the attention you need to clearly describe your business goals. It will also help you figure out how to improve and streamline your business or project plan.

For example, let's say you're having trouble highlighting compelling figures or summarizing your business plan in a few pages. That could indicate that your business plan lacks substance or is missing key details.

Similarly, suppose your executive summary lacks the basic details. In that case, it could mean your project report has loopholes you'd have to address.

In either case, you may need to go back to the drawing board to make it clear, engaging and unique enough. The end goal is to entice top management, potential investors and key stakeholders to read on.

Attract Investment Opportunities

Think about this for a moment. Venture capitalists and angel investors receive tens to hundreds of business plans, each having ten pages or more.

Considering their time, schedule and lineup of activities, reading these documents from cover to cover may be a tall order.

Not only that, they've got lots of lots of potential investment opportunities knocking on their door. Hence they'll make up their mind in a few minutes whether your business proposal interests them or not.

So, what will make an investor choose a business plan over the other? Yes, you guessed right! The executive summary.

Most venture capitalists and inventors prefer to receive brief executive summaries. It's their best bet since they probably have a stack of business plans waiting for their attention.

Reading a concise executive summary will help them figure out if it is worth reading the whole business plan. It will provide enough information and a good understanding of your idea, team, business and financial projections.

In a nutshell, they want to know what's so special about your idea. So why should they read further? What's in it for them and why should they splash the cash on your business venture?

An excellent executive summary will position your business idea as a juicy investment opportunity. More so, it will pique the investor's interest and earn you that all-important first meeting.

Use the template below to highlight critical details and showcase a digestible version of your business plan.

Boost Stakeholders’ Confidence in Your Project

So, you've probably written your project plan for a proposed project or a status report for an ongoing one. Now you're wondering if you need to write an executive summary. Well, the big answer is yes.

Why does an executive summary matter? First, they highlight everything key stakeholders need to know before digging deeper into the finer details.

At a glance, your readers should get a bird's eye view of project goals and deliverables, status, milestones, risk and financial details and why they're important. In addition, it should highlight how the project impacts the entire organization.

Writing an articulate executive summary can help streamline communication across stakeholders and boost their confidence in the project. Essentially, it shows you have every aspect of the project under control.

The thing is, key project stakeholders like investors, clients and top-level management may not have the time to dive into the full project details. You can use the Visme template below to summarize your project proposal or keep your team in sync with its overall health.

If you want to summarize a large business document, making it readable and foolproof, you need an executive summary. This is because it's concise, and as such, the chances are that many people will read it.

Not only that, it's incredibly easy to get your main points across effectively in an executive summary.

That being said, let's look at some of the different use cases for executive summaries.

Business Plans

An executive summary is a staple for writing a winning business plan . It's the most widely-used application in the business world.

Your executive summary is typically the last section you write in your business plan. And it should embody key elements like:

• Brief description of your business, including products and services
• Summary of business objectives
• The market opportunity and problem your business solves
• A description of your target market, competition and competitive advantage
• Snapshot of funding requirements, growth potential and financial highlights

This may seem like a lot and tough to fit on one or two pages. But your executive summary should be capable of being a standalone document.

Think about it this way. If your audience can make sense of your executive summary on its own, then it has served its purpose.

Project Plans

Executive summaries condense your lengthy project plans into a page or two. They provide a high-level overview of critical information like:

• Project goals, scope and activities
• Summary of the project resources
• Change management plan
• Description of milestones and major deliverables
• Timeline and schedule
• Communication plan
• Success metrics, budget and other financial details

In a nutshell, the executive summary summarizes the project, risk, timeline and more to ensure key stakeholders are on the same page without diving into the full document.

Use the template below to create a project plan that helps streamline operations and keep your project on track.

Project Status Reports

Project status reports describe your project's progress within a specific period and compare it against the project plan. Here, the executive summary covers all the significant attributes of the project status reports in a concise manner.

By reading executive summaries, the project team and key stakeholders can quickly:

• Stay in touch with the overall progress and health of the project
• Monitor project costs, risks and activities
• Mitigate issues before they arise
• Ensure the project is completed within the designated time frame

Communicate your project activities and progress with key stakeholders using the project status report template below.

Case studies are in-depth studies of a subject, person, event or organization. They focus on real-world problems and situations and require a deep understanding of the subject. Whether you're writing case studies for academics, projects or business, at a glance, your executive summary should:

• Describe who the case study is about. For example, if the case study is about your client, It should summarize their mission, the services they offer, their industry and how long they've been working with your organization or using your product.
• Provide insights into the problems they've faced.
• Highlight how your product or solution solved the problem.
• Explain results and progress reports after the client used the solution.

The case study template below can help you showcase your product capabilities, inspire client trust and build credibility.

You can edit it to include key details like problem statement, solution analysis, project description, cost-benefit analysis, results and recommendations, and more.

Academic Studies and Research

For academic research reports, the intended audience is different from business settings. However, the executive summary serves similar purposes.

Academic studies are typically in-depth with complex methodologies and calculations. As a result, they can be difficult to grasp, especially if you aren't an expert in the field.

The job of an executive summary is to provide a brief yet clear understanding of the methodologies, results, statistics, conclusions and recommendations.

Keep in mind that the executive summary is different from the abstract. While both summarize your research study, recommendations in the executive summaries are more explicit, while abstracts rarely have recommendations.

Abstracts are mostly written for the academic community. In contrast, executive summaries are often written for policymakers outside the academic community.

Market Research Reports and Survey

Marketing plans and research reports help companies evaluate the target market and feasibility of a new product or service. They contain valuable studies that help companies chart a new course and improve marketing and business results.

The executive summary, in this case, contains key elements such as:

• Company description
• The objective and purpose of the research
• Key results, statistics and findings
• Conclusions and recommendations
• Next steps and ideas for future research

With this summary, management teams and business leaders can gather valuable insight and make swift decisions to drive the business forward.

In addition, you can use the report template below to visualize market survey findings, analysis and results.

Financial Reports

Whether you're executing a project or starting a business, financial reports help you communicate financial information with investors.

Unfortunately, they often include complex numbers, calculations, ratios and statements that are challenging to interpret. That's why you need an articulate executive summary that provides an overview of your company's financial projections or health without diving into the complex details.

At its best, your financial report executive summary should include necessary details such as:

• Sales and income forecast
• Budget and funding requirements
• Use of funds
• Break-even point

Use the template below to visualize your current and projected revenues and business growth metrics.

There's no hard and fast rule about how long your executive summary should be. However, the general rule of thumb is to keep it as brief as possible.

Here's the thing. Your audience has limited time and wants to get into the main details quickly. So try to keep your executive summary under two pages.

Depending on your project size and scope, you may need to add a page or two.

For example, project plans or status reports for large, complex or highly technical projects are often lengthy. In this case, you may need more than two pages to effectively capture the main points in your executive summary.

Additionally, make sure your executive summary has a similar structure and flow as the rest of the document.

Do your best to keep your paragraphs short and use clear and concise language appropriate for your target audience. Not only will this make your content readable, but it will get the attention it deserves.

So you've got that impressive business idea and you're buzzing to sell it to a potential investor. The question is, how do you create an engaging executive summary that unlocks readers' attention and gets you funded?

Stick with us and you'll learn the easiest way to get it done. We'll also show you practical examples and provide templates to help you create your executive summary on the go.

Step 1: Start With an Attention-Grabbing Intro

Angel investors and investment platforms use executive summaries to gauge interest in investment opportunities. And having a strong opening helps you build a solid case for your business or project plan.

Want to impress your readers and convince them your proposal is worth reading? Then you should hook them in by explaining what your proposal is about and why it matters.

Let's say you've identified a gap in the marketplace; you might start with that. If the driving force for your project is customer feedback or market research, that could be your compelling aha moment.

Utilize thought-provoking statistics or compelling figures to justify why addressing the pain points is critical. The goal is to make your audience see why your proposal is an opportunity they can't afford to miss out on.

Most people try to use inspiring quotes or anecdotes to build excitement. But, unfortunately, this strategy doesn't always work. Stakeholders want to know if your idea is a viable opportunity right off the bat. And capturing their attention begins from the opening sentence.

Here's an excellent example of how to hook your audience right from the start.

FoodPlus is an on-demand food delivery service poised to revolutionize the food industry. With over ten years of experience in the food industry, our goal is to leverage technology to help people access food, beverage and groceries at the comfort of their homes and offices.

Our user-friendly app and wide network of delivery vendors make FoodPus the go-to service and preferred choice in and around our target market. Recently ranked the most popular food delivery app, FoodPlus has 200,000 partner restaurants located in 2000 cities worldwide, about 70% of them in the US.

In less than five years, we've tripled our customer base and amassed over one million followers across our social channels.

We have recently uncovered a significant opportunity to expand our reach to the UK and Canada. FoodPlus is seeking equity investment to help us fund our expansion and achieve our business goals in the next fiscal year.

Notice how this executive summary highlights compelling facts and figures, including:

• Year of experience in the industry
• Large customer base
• Market reach and service coverage
• Social engagement and proof
• Market opportunity

Set your business up for success with the cutting-edge business plan template below.

Step 2: Write for Your Audience

When writing your executive summary, you want to keep your intended audience in mind always and write it for them. First off, you need to consider your reader's current level of knowledge. Then use languages and terms appropriate for your target audience.

If you're writing for financial experts, the language you use should differ greatly from how you would write for project managers or engineers.

For example, investors and financial experts will probably be familiar with financial metrics. In contrast, engineers and project managers are more knowledgeable about the technical details.

The content and depth of explanation should align with your audience's interest and expertise.

Let's face it. People will readily read through content that's valuable to them. So if you're going to grab and hold your audience's attention, you'll have to research to understand who your audience is and what they want to know.

You may need to craft different versions of the executive summary based on the reader's expectations.

Let's say you're writing your executive summary for top-level management or investors. In that case, try answering these questions:

• What do they know about the subject?
• What do my audiences want to know about the subject?
• How much explanation do I need to make?
• What questions would run through the minds of my audiences?

Remember, it's a summary and your audience wants to quickly pull out the main points. Inform them about the fantastic opportunity that awaits them and create a sense of urgency so that they are compelled to read your document further.

Whether you're writing for business or academic purposes, use formal language and guide your audiences through the information.

Showcase your idea and wow investors with the help of Visme's business plan template below.

Step 3: Provide an Overview of Your Project

In the first few paragraphs of your executive summary, provide your audience with an overview of your proposed project.

You should include details of your business, your products and services and years of experience in the industry (if applicable.)

Also, outline your goals and the problem your project or proposal seeks to address. You may want to answer questions like:

• What problem will your project address?
• Why is it necessary for your product or services to enter the market?
• Why is it important for your company to embark on this project?
• What are the events that brought the project to life? Is it a market survey, customer feedback, innovation cycle, product plan, market needs or competitor activities?
• What will be the outcome after the successful execution of this project?

Finally, mention other vital research and industry insights relevant to the project or organization.

Using our earlier example, here's how to define the opportunity or problem.

The on-demand food delivery business will hit around $97 Billion by 2024. This growth is fueled by consumers' demand for convenience and access to meals in the comfort of their homes.

Currently, customers have to walk a certain distance to access meals. This limits their choices and ability to personalize their meals. With the proposed expansion of our business to other cities, we will make it easy for customers to access personalized meals quickly.

Notice how the executive summary in the template below highlights the market opportunity in the fashion industry.

Step 4: Describe the Solution and Expected Outcome

Next, briefly explain your proposed solution and how it will address the problem you've highlighted earlier. Here you should give your audience a mental picture of what their life or business would look like once you've solved the problem.

You want to touch on product features and benefits and how they align with your company goals. For example, product or service benefits could be in the form of:

• Convenience
• Accessibility
• Wide range of product or service options
• Better efficiency and productivity
• Increased sales
• Cost savings
• Brand equity , recognition and brand loyalty
• Industry leadership

Using our on-demand food service example, here's how to highlight your solution and expected outcome.

Having examined our target market, we recognize the need for an on-demand food delivery solution. FoodPlus offers a full-service online food ordering and delivery platform that enables users to order meals on the go. The app comes preloaded with the features like:

• Ability to create and manage orders
• Delivery GPS tracking in real-time
• In-app messaging
• Rating and reviews

It also offers users different ways to make payments, including debit or credit cards, mobile wallets and more. Our promise of value to our customers include:

• Value for money
• Ease of use
• Access to a wide range of meal options

Entice investors by emphasizing the market opportunity and proposed solution using the Visme template below.

Step 5: Explain Proposed Strategy and Operation Plan

Once you've highlighted your proposed solution, the next step is to explain your business strategy.

Who are the major players in your industry? What factors will set your business apart and help you gain a competitive advantage?

Next, explain how you intend to bring the project or product to life. You should include details of your operations, including production or project execution plan.

Are you outsourcing production or building the capacity to handle it in-house? What's your expected daily production or service delivery capacity? You're going to have to explain if you're setting up a brick-and-mortar store or an online service delivery model.

If you write an executive summary for a research report, explain how you will perform experiments or collect data during field surveys. This section should also highlight key activities, milestones, start and end dates.

Define your business model, strategy and operational plan using the Visme template below.

Step 6: Show Off Your Strengths

This is the part where you provide evidence that you can deliver on the value you've promised.

Here you should talk about your industry knowledge, expertise and experience. Also, highlight key team members and their depth of knowledge and experience in the industry.

If you're an existing business, you should talk about how long the company has been in business.

What's more? Talk about other projects you've successfully executed, your accolades, achievements and more.

Here you can include relevant figures, charts and key performance indicators like the one below. This will further boost your reader's confidence in your ability to deliver the project on time and within budget.

Here's an example of how to show proof of your expertise in your executive summary.

FoodPlus has been in business since 2017. Over the past five years, we've launched our service in over 400 cities in the US. We've achieved 50% growth in revenue within the last two years. We have a team of professionals with a combined 40 years of experience in the tech, e-commerce and on-demand space.

In addition, our diverse and robust team of customer success experts is well-positioned to ensure users enjoy incredible service experiences across multiple touchpoints.

Ensure your metrics and numbers are accurate and verifiable. For example, you can use financial management software to track and retrieve key metrics like return on investment and profit margin.

Step 7: Highlight Financials and Funding Requirements

Financial projections reveal whether your business has a chance to generate revenue and profit to survive. These insights help potential investors decide if your idea or project is a worthwhile investment, making them a key part of your executive summary.

Here's the thing. Project stakeholders and investors want to know what's in it for them. Why should they invest in your idea or embark on the project?

This section should highlight key financial and business growth metrics like expenses , revenue, cash flow, profit and loss forecasts for one to three years.

Make sure to show details of your break-even point - the point where cost and revenues are equal. Also, remember to highlight when your business will make a profit.

If you're writing an executive summary for a project or research, highlight the significant cost associated with the project or research.

This section should also mention the amount of money you need for your business or project. Make sure to disclose when investors will get their return on investment or when you'll be able to complete loan repayment.

For projects and academic research, provide details of the funding you need to achieve desired project outcomes. All in all, ensure this figure aligns with your financial projections.

Here's how to highlight financial projections and funding requirements.

At FoodPlus, our financial projections show that we will have steady revenue growth, positive cash flow and profit in the first year. Our forecast is based on two streams of income -commission on sales of meals and deliveries.

The expected revenue in the first year is $5 million and a 50% increase in the second and third years of operations. We expect a net profit margin of 45%, while the return on equity will be 15.37% in the first year. We will break even in the first year of business and by the third year, we expect positive cash after debt repayments.

We are seeking an equity investment of about 10 million dollars to fund our expansion into other cities in the UK and Canada.

The business plan template below cuts across a wide range of industries and is perfect for sharing the future of your business with investors.

Step 8: Wrap Up and Include a Call to Action

You've now presented all the important details with investors and other stakeholders. The next important step is to include key takeaways and a call to action.

Here you should answer questions like:

• How will the funding impact your business?
• Why is it important for you to get the money?
• Why should your audience be interested in this opportunity
• What will they achieve by taking advantage of this opportunity?

Here's an example to conclude our example executive summary:

This funding will help FoodPlus break into new markets, expand our reach and increase our market share. We've achieved success over the past five years. We're confident we can enjoy tremendous growth in the new market and turn FoodPlus into a global success.

If you're ready to move forward, this proposal provides more details about our project and how we'll accomplish it. If you have any questions, I'd be pleased to take your call or read from you (insert your email or phone number).

Step 9: Use a Template

Now that you know what you should write in your executive summary, you're probably buzzing to get to work. We recommend using Visme's business document creator that comes with ready-to-go templates with built-in executive summary pages.

You'll find templates of business plans, project plans,   reports and more to help you get started. Visme has a rich library of images, videos, graphs and other visual aids like the one below to help you get your point across quickly.

Step 10: Write It Last

Although your executive summary is the first content your audience reads from your report, you should write it last. Writing your executive summary at the end provides clarity. It also enables you to prioritize and filter the key information for your executive summary.

Once you're satisfied with your business plan or proposal, pick out the details that matter most to your readers and write them in your executive summary.

Get to Work: Craft a Compelling Executive Summary

Your executive summary is the hottest ticket to driving investors' interest in your business or project. Hence, you can't afford to wing it or take it for granted.

Writing an executive summary requires a whole different approach than the rest of the proposal. You want to ensure it briefly captures the key elements of the documents.

Remember, the goal is to attract interest, get readers' attention and entice them to keep reading.

If you want to craft the perfect executive summary, Visme's document creator has everything you need to get excellent results. The software comes preloaded with a robust library of easy-to-use templates for creating any business documents you can think of.

Whether you're looking to write an executive summary for your business plan, project status report and research proposal, Visme has got you covered. You can leverage millions of premium images, videos, visual aids and other design elements to make your executive summary pack a punch.

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About the Author

Unenabasi is a content expert with many years of experience in digital marketing, business development, and strategy. He loves to help brands tell stories that drive engagement, growth, and competitive advantage. He’s adept at creating compelling content on lifestyle, marketing, business, e-commerce, and technology. When he’s not taking the content world by storm, Unenabasi enjoys playing or watching soccer.

How To Summarize A Case Study

• Success Team
• December 14, 2022

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Case studies are an important research tool used by businesses, marketers, and academics to gain insight into a particular situation or problem. They are often used to analyze customer experiences, product performance, and market trends. Summarizing a case study is a critical skill for any researcher, as it allows them to quickly and effectively convey the key points of the study to their audience. In this article, we’ll discuss the best practices for summarizing a case study and provide tips for making your summary as effective as possible.

What Is A Case Study?

A case study is an in-depth examination of a particular situation or problem. It is used to analyze customer experiences, product performance, and market trends. Case studies are often used to identify potential solutions to a problem or to gain insight into a particular situation. They can also be used to compare different approaches to solving a problem or to evaluate the effectiveness of a particular solution.

Why Summarize A Case Study?

Summarizing a case study is an important skill for any researcher, as it allows them to quickly and effectively convey the key points of the study to their audience. Summarizing a case study can help you make sure that your audience understands the key points of the study and can help you focus on the most important aspects of the study. Additionally, summarizing a case study can help you save time, as it allows you to quickly review the key points of the study without having to read through the entire document.

Tips For Summarizing A Case Study

1. read the entire study.

The first step in summarizing a case study is to read the entire study. This will help you get a better understanding of the key points of the study and will help you identify the most important aspects of the study. Additionally, reading the entire study will help you identify any potential gaps or areas that need further exploration.

2. Identify the Main Points

Once you’ve read the entire study, the next step is to identify the main points of the study. This can be done by looking for key words or phrases that are repeated throughout the study. Additionally, you can look for any conclusions or recommendations that the study makes. Identifying the main points of the study will help you focus your summary and ensure that you are conveying the most important aspects of the study.

3. Write a Clear Summary

Once you’ve identified the main points of the study, the next step is to write a clear and concise summary. This should include a brief overview of the study, the main points of the study, and any conclusions or recommendations that the study makes. Additionally, you should include any key words or phrases that are repeated throughout the study. Writing a clear and concise summary will help ensure that your audience understands the key points of the study.

4. Use SEO Optimization

When summarizing a case study, it’s important to use SEO optimization to ensure that your summary is easily found by search engines. This can be done by including relevant keywords and phrases throughout the summary. Additionally, you should include a meta description that accurately describes the content of the summary. Using SEO optimization will help ensure that your summary is easily found by search engines and will help your summary rank higher in search engine results.

5. Edit and Proofread

Once you’ve written your summary, the next step is to edit and proofread it. This will help ensure that your summary is clear, concise, and free of any errors. Additionally, it will help ensure that your summary conveys the key points of the study accurately and effectively. Editing and proofreading your summary will help ensure that your summary is of the highest quality and will help ensure that your audience understands the key points of the study.

Summarizing a case study is an important skill for any researcher, as it allows them to quickly and effectively convey the key points of the study to their audience. In this article, we’ve discussed the best practices for summarizing a case study and provided tips for making your summary as effective as possible. By following these tips, you can ensure that your summary is clear, concise, and free of any errors. Additionally, you can use SEO optimization to ensure that your summary is easily found by search engines and will help your summary rank higher in search engine results.

How To Use The Best Large Language Models With Speak

Step 1: Create Your Speak Account

To start your transcription and analysis, you first need to create a Speak account . No worries, this is super easy to do!

Get a 7-day trial with 30 minutes of free English audio and video transcription included when you sign up for Speak.

To sign up for Speak and start using Speak Magic Prompts, visit the Speak app register page here .

Step 2: Upload Your Language Data

In Speak, you can seamlessly upload, transcribe, and translate audio, video, and text files all at once! If you have video, you can use our AI video-to-text converter to convert video to text; if you have audio, you can use our AI audio-to-text converter to convert audio to text. You can also transcribe YouTube videos and use AI to analyze text . You can see compatible file types for each option below.

Accepted Audio File Types

Accepted video file types, accepted text file types, csv imports.

You can also upload CSVs of text files or audio and video files. You can learn more about CSV uploads and download Speak-compatible CSVs here .

With the CSVs, you can upload anything from dozens of YouTube videos to thousands of Interview Data.

Publicly Available URLs

You can also upload media to Speak through a publicly available URL.

As long as the file type extension is available at the end of the URL you will have no problem importing your recording for automatic transcription and analysis.

YouTube URLs

Speak is compatible with YouTube videos. All you have to do is copy the URL of the YouTube video (for example, https://www.youtube.com/watch?v=qKfcLcHeivc ).

Speak will automatically find the file, calculate the length, and import the video.

If using YouTube videos, please make sure you use the full link and not the shortened YouTube snippet. Additionally, make sure you remove the channel name from the URL.

Speak Integrations

As mentioned, Speak also contains a range of integrations for Zoom , Zapier , Vimeo and more that will help you automatically transcribe your media.

This library of integrations continues to grow! Have a request? Feel encouraged to send us a message.

Step 3: Calculate and Pay the Total Automatically

Once you have your file(s) ready and load it into Speak, it will automatically calculate the total cost (you get 30 minutes of audio and video free in the 7-day trial – take advantage of it!).

If you are uploading text data into Speak, you do not currently have to pay any cost. Only the Speak Magic Prompts analysis would create a fee which will be detailed below.

Once you go over your 30 minutes or need to use Speak Magic Prompts, you can pay by subscribing to a personalized plan using our real-time calculator .

You can also add a balance or pay for uploads and analysis without a plan using your credit card .

Step 4: Wait for Speak to Analyze Your Language Data

If you are uploading audio and video, our automated transcription software will prepare your transcript quickly. Once completed, you will get an email notification that your transcript is complete. That email will contain a link back to the file so you can access the interactive media player with the transcript, analysis, and export formats ready for you.

If you are importing CSVs or uploading text files Speak will generally analyze the information much more quickly.

Step 5: Visit Your File Or Folder

Speak is capable of analyzing both individual files and entire folders of data.

When you are viewing any individual file in Speak, all you have to do is click on the “Prompts” button.

If you want to analyze many files, all you have to do is add the files you want to analyze into a folder within Speak.

You can do that by adding new files into Speak or you can organize your current files into your desired folder with the software’s easy editing functionality.

Step 6: Select Speak Magic Prompts To Analyze Your Data

What are magic prompts.

Speak Magic Prompts leverage innovation in artificial intelligence models often referred to as “generative AI”.

These models have analyzed huge amounts of data from across the internet to gain an understanding of language.

With that understanding, these “large language models” are capable of performing mind-bending tasks!

With Speak Magic Prompts, you can now perform those tasks on the audio, video and text data in your Speak account.

Step 7: Select Your Assistant Type

To help you get better results from Speak Magic Prompts, Speak has introduced “Assistant Type”.

These assistant types pre-set and provide context to the prompt engine for more concise, meaningful outputs based on your needs.

To begin, we have included:

Choose the most relevant assistant type from the dropdown.

Step 8: Create Or Select Your Desired Prompt

Here are some examples prompts that you can apply to any file right now:

• Create a SWOT Analysis
• Give me the top action items
• Create a bullet point list summary
• Tell me the key issues that were left unresolved
• Tell me what questions were asked
• Create Your Own Custom Prompts

A modal will pop up so you can use the suggested prompts we shared above to instantly and magically get your answers.

If you have your own prompts you want to create, select “Custom Prompt” from the dropdown and another text box will open where you can ask anything you want of your data!

Step 9: Review & Share Responses

Speak will generate a concise response for you in a text box below the prompt selection dropdown.

In this example, we ask to analyze all the Interview Data in the folder at once for the top product dissatisfiers.

You can easily copy that response for your presentations, content, emails, team members and more!

Speak Magic Prompts As ChatGPT For Interview Data Pricing

Our team at Speak Ai continues to optimize the pricing for Magic Prompts and Speak as a whole.

Right now, anyone in the 7-day trial of Speak gets 100,000 characters included in their account.

If you need more characters, you can easily include Speak Magic Prompts in your plan when you create a subscription.

You can also upgrade the number of characters in your account if you already have a subscription.

Both options are available on the subscription page .

Alternatively, you can use Speak Magic Prompts by adding a balance to your account. The balance will be used as you analyze characters.

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17 Brilliant Case Study Examples To Be Inspired By

Lead generation is complex, which means that your best bet is to have multiple touchpoints on different channels designed to capture as many leads as possible.

While you’re setting up your lead generation funnel , remember that you need to have different touchpoints on your site itself, too. It’s not enough, after all, that they’ve landed on your site on their own; you need to convince them to convert as a lead or even as a customer once they’re there.

Case studies can help with this, allowing you to prove what kind of results your brand, product, or service can offer to real clients. You can back up what you’re promising, and show the how, what, who, and why questions that customers may have. They can help generate more leads and accelerate revenue quickly.

We’ve got some great resources on how to get the information on how to conduct great case study interviews and what makes case studies valuable , but today we’re going to look at 17 individual and diverse case study examples and talk about how to write great B2B case studies.

These examples all do something exceptional and approach their case studies a little differently, but they all have outstanding final results. 

Ready to get inspired and get some actionable tips to write your own B2B case studies? Let’s get started.

How to Write Great B2B Case Studies 

Before we start looking at different B2B case study examples, we want to first talk about what makes B2B case studies valuable and effective.

What All Great B2B Case Studies Accomplish 

Case studies are most often used to build trust by proving that you’ve gotten a specific result for clients and that you can do the same for your existing leads. In many cases, case studies should:

• Establish a persona or audience segment that the client fits into (which, in many cases, leads will relate to)
• Explain what the client’s problem was before they started working with your brand
• Detail what solution you offered to help the client (which should include some level of detail regarding the strategies, products, or tactics that you used)
• Share the results, ideally the more specific (and numerical) the better; statistics that show improvements are golden 
• Feature a client impact statement or a testimonial if possible 

You can use this as a guide post (or almost like a template) of how to get started with the content that you need to cover in your case study. 

B2B Case Study Best Practices 

When writing B2B case studies, you always want to follow these best practices:

• Try to stick to a consistent template, that way as you create a fleshed-out case study section on your site, it will be scannable and familiar to leads 
• Tell a story, using a client’s problems and pain points to connect with potential leads and highlighting how you can help; think of the problem as the beginning of the story, the solution as the climax, and the results section as the resolution of the story 
• Be as detailed as you need to be, but as brief as possible; while B2B case studies can certainly trend much longer in length than most B2C case studies, you also want to make sure you’re offering value because if it goes too long, your customers will lose interest 
• Always include hard facts. Statistics, tactical solutions, and quantifiable data reign supreme here. They carry a case study, and they give you a nice impressive title to draw in the clicks, too.
• Rely on great formatting. Do not write a case study that’s nothing more than a giant block of text. Use great formatting to keep the entire case study scannable and easy to read. Break it up with visuals whenever possible. 

1. Breadcrumbs

Breadcrumbs has a number of content-based case studies on our site, and you know we had to feature these case studies first! 

These case studies both accomplish everything we’ve discussed above; they detail a client’s problem and pain points, explain the solution, and share the results and client testimonials. All the major boxes are checked.

What these case studies do differently than most, however, is they use a content-focused approach. The case studies aren’t just boasting about the amazing results our clients have seen, but they actually share enough actionable information for other clients to replicate their success, too. 

Let’s look at our case study, How to Reduce Your SLA by 99% . It discussed how a single client did reduce their SLA by 99%, but it also gives enough information that other users can discover how to use lead scoring to reduce SLA successfully themselves. 

The case study is downloadable, which a “Download” button at the top of the page next to “Request Demo” and “Start Free” CTAs. It also features a well-formatted “What you’ll learn” section to engage users and assure them that they won’t just be reading about a client story, but they’ll walk away with something helpful.

One other thing to note here is that some B2B case studies can feel, for lack of a better word, a little cold. The client’s business name is mentioned, but pain points are relatively clinical and the tone is dull. That’s not the case with the Breadcrumbs case studies, where individual client contacts are referred to by first name and are written in a more conversational tone. It feels much more personal, and at the end of the day, we’re not just selling to businesses—we’re selling to the people who work for businesses. 

2. AdEspresso

Want to turn your case study into a lead magnet? This case study example from AdEspresso is an excellent demonstration of how to use case studies not only to pique users’ but to actually convert them to leads.

Here’s how it works:

• People go to the case study part of the site, find it through organic search, or are referred there by email, paid social ads, or blog posts
• They read the title and the description, which mentions the company name, what was accomplished, a brief explanation of how (here, it’s split testing, targeting new and existing audiences, and AdEspresso)
• The description gives a concrete result–“GlobeIn doubled its revenue”
• They encourage users to download the PDF 

While most of the case studies that we’re looking at are published on their brands’ sites, this one works as a lead magnet. When users click the “Download PDF” CTA, they’re taken to a landing page with a lead form. 

The landing page touches more on what results were achieved, but still requires users to download the PDF to find out exactly which strategies were used. This works because the case study isn’t just stating “our tool gets more results,” it also offers strategic insights similar to a blog post that readers can leverage to improve their own campaigns. 

If you create case studies that get strategic and are heavily content-based instead of just sharing results, they can act as a different kind of touchpoint in the digital sales funnel .

3. Freshbooks

Most businesses have multiple different buyer personas and audience segments that they’re targeting at any given point in time. When you want your case studies to really be effective, publishing diverse content that really speaks to each of those segments is crucial.

Freshbooks ’ case study examples really showcase how you can do that well. Their case studies feature brief customer stories from “relatable” small businesses (aka not mega CEOs of Fortune 500 companies, who are not Freshbook’s core Facebook target audience) talking about how their business used the tools to benefit.

You can see the different personas represented here. One is an agency that wanted to scale quickly; one case study example featured a growing franchise. Another was for a small business that needed help with tax prep, and the last pictured here is a freelancer who uses the invoicing software’s time tracking features to measure productivity and assess rates. 

These are four very different types of businesses, and it shows potential leads in each audience segment that there’s a reason they should use this tool. By highlighting different use cases, it can increase lead generation for all high-value audiences by appealing to their specific needs instead of just highlighting general stories that would appeal to all.

4. Disruptive Digital

Disruptive Digital is a paid social agency while a high-level holistic approach to advertising. Instead of looking at “general best practices” that you could find on ten other blogs in five seconds or less, they offer strategic insights that showcases how they really get their customers result. They make case study examples a central part of a large number of their blog posts.

They’ll write a blog post about a high-level topic like “how to calculate your target ROAS,” and then show a case study with real client data to walk you through the process. This is more powerful than hypotheticals when you’re talking about data-driven PPC campaigns, and they always use it to back up their arguments as well as teach a strategy. 

While these case study examples aren’t on a dedicated landing page, they work by appealing to users more towards the top of the funnel . It helps to build trust and establish credibility early while setting their blog posts apart. It’s good for their content marketing and lead generation efforts. 

5. CoSchedule

CoSchedule is a well-known SaaS content and social media planning and organization tool, and their case studies are phenomenal. 

They do a few things well. The first is by featuring different types of clients in their case studies. In the case study example below, they’re showcasing not a brand, but a University alumni group. 

Their formatting is also great. The first thing you see is “This 5-Person Marketing Team Managed 12x More Work While Working Remotely” in bright blue across the top of the page. They’ve also got a quick-reference, quick-facts bar on the side of the case study that lists the brand name, the brand’s site, the industry, company size, and marketing team size. Here, you can download a PDF of the case study, and immediately under there is a CTA to request a demo (also in blue, ideally to have the eye go from the headline to the CTA).

The case study itself is well written, and you can read the full study here . It breaks things down by sharing the challenge, the solution, and the results. As you can see below, they have a graph in bright colors to showcase exactly how impactful those results were, with the results in bolded text underneath it. They finish it off with a quote from a key team member to really drive it home.

As far as case study examples go, this one is pretty perfect. The design is excellent, with quick-reference data, important facts highlighted, great design elements to draw the users’ eye and attention where you want it, and a customer quote. They also have a strong CTA to get in touch, which can get the process moving quickly, or the option to download the case study (turning it into valuable content and a lead magnet) if the customer chooses.

6. ONESOURCE

ONESOURCE  is a tax preparation product from Thomas Reuter’s, and the site features the below case study of The Cheesecake Factory—a major American brand—to help showcase value and generate sales. 

As far as design goes, this case study is clean, organized, and condensed. It’s like a digital brochure, with all the information cleanly broken down into bullet points, key quotes and statements, and subheadings. 

They share only the core information that’s needed (including what products were used, what was accomplished, and data about the Cheesecake factory’s tax department) and nothing that isn’t. It’s to the point and highly effective.

Slack is one of the most popular instant communication chat tools available right now, and especially after everyone had to work from home during the pandemic, we’re guessing a large number of readers are familiar with the platform.

Their case studies are, as you’d expect, strong and well-written. They’re longer and read almost more like a story-driven blog post than studies like CoSchedule’s fast-facts, brief-and-to-the-point content. But this works for this brand; storytelling is powerful, after all, and it’s memorable and relatable.

In this case study, they use storytelling to really highlight the company’s pain points, focusing on how shopping habits changed and impacted businesses during COVID-19. They focus on Shipt, a grocery-delivery company that was thrust into high demand quickly. 

The case study talked about how Shipt had been using Slack for years, but how they really embraced advanced features and integrations during COVID to get the most out of the platform. They then share how the company uses it, and share data and statistics about usage . 

There’s a quote from the director of IT in there, too, to stress the importance, and you’ll see they have a “quick facts” tab on the side with a powerful quote that highlights the value, key integrations that were featured, and a CTA to both contact the sales team and to try Slack for free. 

They have a full page of case studies available, all of which state what Slack helped accomplish in a storytelling format as opposed to going hard with the data upfront. This feels more casual, but is just as powerful.

8. Culture Amp

We’re going meta. We just looked at case study examples from Slack, and now we’re going to look at a case study example about Slack. 

Culture Amp helps brands maintain and facilitate their desired communication culture through feedback and communication response.

This case study features my favorite quick facts tab, sharing the brand name featured in the case study, a sentence each about the challenge, solution, and result. And there is, of course, that “request demo” CTA. 

The case study does a few things that you don’t see a lot. They introduce two of the key figures in the Slack department who worked directly with Culture Amp, giving it a more personal touch and adding more credibility to the study.

It’s also well-written and engaging to read. Sentences like “Company culture is Slack’s North Star” aren’t your standard technical and almost clinical “just the facts, ma’am” approach to case studies. The case study is longer than some others, but the creative writing can keep you hooked, and it thoroughly explains how the single brand used the product and services to excel.

9. KlientBoost 

We’ve already looked at one case study from a marketing agency, but the way KlientBoost has their case studies set up, it’s well worth taking a look at another.

Their numerous case studies are found under the “Results” tab on their site, making them all readily visible and easy to locate. It also increases the odds that users will stumble across the case studies on their own, even if they weren’t intentionally looking for them.

And one thing worth noting: They’ve got a sorting feature to “show me clients who” meet certain qualities like “are worth billions, “got acquired,” “have small budgets,” and “have crazy complex offerings.” 

This is an easy way to tell all of their potential clients that “yes, we take clients like you and get results!” while making it simple for them to find proof. 

The case study itself is of course well-written and designed, too. You’ve got a bold, color-contrasting header at the top in large text that lays out core benefits (x results in just three months), with more detailed results visible on the side.

They also break down the different advanced advertising features they used, a customer quote, and an image of what the ads looked like to bring the whole thing together. This shows prospective clients exactly what they can expect when working with the agency, and it builds a massive amount of trust. 

10. Omnivore 

Omnivore.io is a menu management tool designed specifically for restaurants that integrate with other tools to streamline the guest experience.

The content we’re going to look at is a great example of case study creation for hyper-niche industries that have specific needs. 

It’s presented as a standard blog post, but the H1 title says exactly what benefits the company achieved, and they still have a “more seating options, more problems” header to present the challenge in a creative way. 

They then explain how the TableUp app works with Omnivore’s tech and other integrations to be able to offer additional services to customers like adding their party to a restaurant’s waitlist, joining email lists for points, making to-go orders, and more. 

They also shared an example of how a real client (Budweiser) used the feature, and included a blurb about the integrating tool. 

You’ll notice that this case study looks a little different from others that we’ve looked at. It doesn’t have a lot of hard numbers or super detailed examples, but it works because it showcases a specific integration and details specific uses. 

This is, in many cases, going to be an audience focused on use case value more than just statistics; if the tool can do what’s needed, that’s what they’re going to care most about. So this formatting works. 

11. Pepperi

We’re on a food-themed case study roll right now! Next, we’re going to look at a case study of how Chex Finer Foods worked with the Pepperi omnichannel B2B Commerce. 

This case study is long . It’s much longer than the others that we’re looking at, with 6 total pages of content (though some are heavily dominated by images). See the entire case study by clicking above. 

Here’s why it works though: They keep the “Challenges” brief and the client breakdown visible right upfront to show users why they should care. 

The solutions section is also brief, explaining how Pepperi solved the company’s challenges. That all happens within the first page of the case study. 

The rest of the study has five pages that look like this, showing visuals that highlight the exact product that users received when working with Pepperi. There’s no hypothetical mock-up; you get to see the mobile app design , the site, the home page here. Other pages show how search results work for brands with extensive inventories, along with features like analytics, multi-product views, and more. 

For customers who really want to understand what they’re getting and why they should choose this particular service, there’s no doubt. They can see what the interface looks like, and what real clients’ platforms offer. 

12. DOTVOX 

DOTVOX sells hosted VoIP business lines to their clients.

There are a few reasons I really liked this particular case study.

First, they do a great job showcasing how their specific technology can benefit a specific type of client: a multi-site company that needs help with business communications. This is niche enough that some other tools may not be able to help (or that may be a concern that some customers have). 

They also focused the case study on a business in the financial industry, letting other clients in that niche know that they offer secure communication options suited for banks, mortgage lenders, and more. These are high-value clients, so it’s a solid choice. 

Later on in the case study, they break down the individual results, services, and solutions achieved. The “Feature-rich” part is my favorite; they detail unique features that other tools may not offer and explain briefly how they work. 

Potential leads reading this can get a good idea of what’s possible. 

13. PortaFab 

Last but not least, we’ve got this case study from PortaFab . 

The reason I really wanted to look at this particular case study is that it’s not selling a service or a SaaS tool; it’s a physical product being sold to businesses. That automatically changes things up a bit. 

They, of course, have a brief overview of what the project entailed, but it’s organized a bit differently. They featured the challenge on the right side of the case study and the project overview and benefits provided on the left. 

Underneath this, however, they’ve got their solution featured, along with an extensive photo gallery showing the finished project. 

Allowing customers to easily visualize the end result is important for physical goods, so this was a smart call. 

14. Strands Retail

Strands Retail sells personalization and product recommendation software to eCommerce brands. Their case study below features the work they did for mega-brand Chewy.

Featuring this particular client was smart. Chewy is highly regarded for the exceptional customer service experiences they provide, so linking themselves to the brand is a good move. It’s also a massive company, and since the case study focuses on the fact that Chewy needed a solution that scaled with their brand, it gives them outstanding credibility in terms of the potential to serve enterprise-grade clients.

The case study is visually solid and well-designed, too. Since not all leads want to read the details and just want a few quick stats, featuring a few impressive key stats at the top in contrasting colors or with graphics (which they do here) can get the point across quickly and really exemplify how beneficial the product was. 

15. Codeless.io 

Like Breadcrumbs, Codeless.io takes a content-heavy approach to the case studies they feature on their site. 

They don’t just want to show results (which are crucial for a content marketing agency to do in order to leverage trust), but they want to prove that it wasn’t just luck. They got their clients real, sustainable results with careful processes, and they can do the same for you, too. 

Let’s look at an example. Their Loomly case study boasts an impressive 827% increase in CTR by updating the client’s existing content. This is smart, because it highlights a service many agencies may not offer and demonstrates the value of the service to clients who may be reluctant to spend on updating existing content. 

The case study itself is written and formatted almost like a blog post and case study hybrid. You’ve got the essential details about the company listed off to the side, but there’s also an entire H2 section that details more about the business in question. 

They also are incredibly transparent in the processes they used to help their client obtain impressive results, and this is something you won’t see many agencies do because they don’t want to “give away their secrets.” This builds trust, however, because clients can see that there is an actual strategy and that the company can help them, too. Everyone walks away from the case study without a doubt that Codeless was responsible for these results, not luck. 

16. WizeHire 

WizeHire is a hiring platform that helps businesses find the types of applicants they’re looking for, and their case studies do an outstanding job showcasing exactly how their products work and how they impact clients.

This case study , in particular—which features their client over at Mazda—is a great case study example to look at.

Their formatting is a little different than some of the others on this list, but it’s still undeniably effective. Towards the top of the case study, they have a “How We Helped” section. It introduces the point of contact, the client’s past pain points, and basic “before and after” points to highlight the value of the tool. This is a great quick overview to introduce readers to high-value concepts quickly. 

They also use multiple media here, including images, video, and diverse text formatting. This makes the case study visually appealing and more engaging. If you want to just skim quickly through bullet points you can, but there’s also a video where the client raves about their experience.

And, of course, you’ve got a detailed results section highlighting how the client received long-term value from the product, featuring great statistics and a strong client testimonial. 

Kosli is a highly technical tool for software developers and dev ops teams, and their case studies are a great example of how to discuss extraordinarily technical topics in an approachable way.  

Let’s look at this case study , which promotes how their client Firi delivered over 100,000 changes without worrying about compliance. The case study itself is relatively short, but that’s okay, because it doesn’t need to be long to be effective.

It efficiently stresses that Firi operates in Norway, which has some of the most demanding sets of regulatory standards across the globe. That automatically assures customers that no matter where they’re based, this tool can help, making this client selection for the case study a great choice. They also explain the value upfront—100,000 changes and a proven audit trail if needed. 

The formatting of this case study is smart, cleanly listing common challenges and then solutions. They had a “counterpart” solution, if you will, for each challenge listed, showing how they were able to help the client directly. 

And while there isn’t a long list of statistics or improved performance in this case study, that’s okay, too; not every case study absolutely needs that. Instead, they have an explanation from their client (a CTO of the company), who explained why the software was so invaluable for their needs. 

Final Thoughts

Case studies can be powerful tools used to generate and convert leads, boosting your overall revenue. And as you can see above, there’s no one-size-fits-all requirement for what an effective case study looks like or even where it should appear on your website . Take some time to think about what information you want to present and how it would be most effectively portrayed to your leads. This is a good starting point, and make sure to remember to get your design team’s input, too, so it looks and reads well. 

Ready to get more conversions from the case studies you’re creating? Make sure your sales team is ready to nurture incoming leads with lead scoring! Book your free demo of Breadcrumbs today.

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