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• Digital Transformation

8 Examples of Innovative Digital Transformation Case Studies (2024)

• Published: January 19, 2022
• Updated: August 21, 2024

With the rapid pace of technological advancement, every organization needs to undergo digital transformation and, most likely, transform multiple times to stay relevant and competitive. 

However, before you can reap the benefits of new technology, you must first get your customers and employees to adapt to this change successfully—and here lies a significant digital transformation challenge.

Organizations thriving in this digital-first era have developed digital innovation strategies prioritizing the change management mindset. This paradigm shift implies that organizations should continuously explore improving business processes .

8 Best Examples of Digital Transformation Case Studies in 2024

• Amazon Business
• Under Armour
• Internet Brands®
• Michelin Solutions

8 Examples of Inspiring Digital Transformation Case Studies

While digital transformation presents unique opportunities for organizations to innovate and grow, it also presents significant digital transformation challenges . Also, digital maturity and levels of digital transformation by sector vary widely.

If you have the budget, you can consider hiring a digital transformation consulting company to help you plan your digitization. However, the best way to develop an effective digital transformation strategy is to learn by example. 

Here are the 8 inspiring digital transformation case studies to consider when undertaking transformation projects in 2024:

1. Amazon extended the B2C model to embrace B2B transactions with a vision to improve the customer experience.

Overview of the digital transformation initiative

Amazon Business is an example of how a consumer giant transitions to the B2B space to keep up with the digital customer expectations. It provides a marketplace for businesses to purchase from Amazon and third parties. Individuals can also make purchases on behalf of their organizations and integrate order approval workflows and reporting.

The approach

• Amazon created a holistic marketplace for B2B vendors by offering over 250 million products ranging from cleaning supplies to industrial equipment. 
• It introduced free two-day shipping on orders worth $49 or more and exclusive price discounts. It further offered purchase system integration, tax-exemption on purchases from select qualified customers, shared payment methods, order approval workflows, and enhanced order reporting.
• Amazon allowed manufacturers to connect with buyers & answer questions about products in a live expert program.
• Amazon could tap the B2B wholesale market valued between $7.2 and $8.2 trillion in the U.S. alone.
• It began earning revenue by charging sales commissions ranging from 6-15% from third-party sellers, depending on the product category and the order size.
• It could offer more personalized products for an improved customer experience. 

2. Netflix transformed the entertainment industry by offering on-demand subscription-based video services to its customers.

Like the video rental company Blockbuster, Netflix also had a pay-per-rental model, which included DVD sales and rent-by-mail services. However, Netflix anticipated a change in customer demand with rising digitalization and provided online entertainment, thereby wiping out Blockbuster – and the movie rental industry – entirely. 

• In 2007, Netflix launched a video-on-demand streaming service to supplement their DVD rental service without any additional cost to their subscriber base.
• It implemented a simple and scalable business model and infused 10% of its budget in R&D consistently.
• The company has an unparalleled recommendation engine to provide a personalized and relevant customer experience. 
• Netflix is the most popular digital video content provider, leading other streaming giants such as Amazon, Hulu, and Youtube with over 85% market share.
• Netflix added a record 36 million subscribers directly after the start of the COVID-19 pandemic.

3. Tesla uses connected car technology and over-the-air software updates to enhance customer experience, enable cost savings, and reduce carbon emissions.

No digital transformation discussion is complete without acknowledging the unconventional ideas implemented by Elon Musk. Tesla was a huge manifestation of digital transformation as the core motive was to prove that electric cars are better than their gasoline counterparts both in looks and performance. 

Over the years, Tesla has innovated continuously to improve its product, make itself more economical, and reduce its carbon footprint. 

• Tesla is the only auto manufacturer globally, providing automatic over-the-air firmware updates that allow its cars to remotely improve their safety, performance, and infotainment capabilities. For example, the OTA update could fix Tesla’soverheating issues due to power fluctuation. 
• Tesla launched an autopilot feature to control the speed and position of the car when on highways to avoid potential accidents. However, the user still has to hold the wheel; the vehicle controls everything else. This connected car technology has created an intelligent data platform and smart autonomous driving experience.
• Tesla further ventured into a data-driven future, and it uses analytics to obtain actionable insights from demand trends and common complaints. A noteworthy fact is that the company has been collecting driving data from all of its first and second-generation vehicles. So far, Tesla has collected driving data on 8 billion miles while Google’s autonomous car project, Waymo , has accumulated data on 10 million miles.
• Tesla’s over-the-air updates reduce carbon emissions by saving users’ dealer visits. Additionally, these updates save consumers time and money.
• Tesla delivered a record 936,172 vehicles in 2021, an 87 % increase over the 499,550 vehicle deliveries made in 2020.

4. Glassdoor revolutionized the recruitment industry by allowing employees to make informed decisions.

Glassdoor is responsible for increasing transparency in the workplace and helping people find the right job by allowing them to see millions of peer-to-peer reviews on employers, including overall company culture, their CEOs, benefits, salaries, and more. 

• Glassdoor gathers and analyzes employee reviews on employers to provide accurate job recommendations to candidates and vice-versa. It also allows recruitment agencies and organizations to download valuable data points for in-depth analysis & reporting. 
• It further introduced enhanced profiles as a paid program, allowing companies to customize their content on the Glassdoor profiles, including job listings, “Why is it the Best Place to Work” tabs, social media properties, and more. This gives companies a new, innovative way to attract and recruit top talent.
• Glassdoor created the largest pool of interview questions, salary insights, CEO ratings, and organizational culture via a peer-to-peer network, making it one of the most trustworthy, extensive jobs search and recruiting platforms – and one of the most well-recognized review sites
• Glassdoor leverages its collected data for labor market research in the US. Its portfolio of Fortune’s “Best Companies to Work For” companies outperformed the S&P 500 by 84.2%, while the “Best Places to Work” portfolio outperformed the overall market by 115.6%.

5. Under Armour diversified from an athletic apparel company to a new data-driven digital business stream to transform the fitness industry.

Under Armour introduced the concept of “Connected Fitness” by providing a platform to track, analyze and share personal health data directly to its customers’ phones.

• Under Armour acquired several technology-based fitness organizations such as MapMyFitness, MyFitnessPal, and European fitness app Endomondo for a combined $715 million to obtain the required technology and an extensive customer database to get its fitness app up and running. The application provides a stream of information to Under Armour, identifying fitness and health trends. For example, Under Armour (Baltimore) immediately recognized a walking trend that started in Australia, allowing them to deploy localized marketing and distribution efforts way before their competitors knew about it.
• Under Armour merged its physical and digital offerings to provide an immersive customer experience via products such as Armourbox. The company urged its customers to go online and share their training schedule, favorite shoe style, and fitness goals. It used advanced analytics to send customers new shoes or apparel on a subscription basis, offering customers a more significant value over their lifetime.
• It additionally moved to an agile development model and data center footprint with the ERP SAP HANA . 
• Under Armour additionally leveraged Dell EMC’s Data Protection and Dell Technologies to help fuel digital innovation and find peak value from its data.
• Under Armour created a digital brand with a strong consumer focus, agility, and change culture. 
• With the Connected Fitness app, it provided a customer experience tailored to each consumer.

6. Internet Brands® subsidiary Baystone Media leverages Whatfix DAP to drive product adoption of its healthcare businesses.

Baystone Media provides end-to-end marketing solutions for healthcare companies by providing a low-cost, high-value subscription offering of Internet Brands® to promote their practices digitally. Baystone Media empowers its customers by offering a codeless creation of personalized websites. However, as its userbase is less tech-savvy, customers were unable to make the most of their solution. 

The idea was to implement a solution for Baystone Media & its sister companies to enable its clients to navigate its platforms easily. In addition to PDFs and specific training videos, the search was on for a real-time interactive walkthrough solution, culminating with Whatfix .

Baystone media saw a 10% decrease in inbound calls and a 4.17% decrease in support tickets, giving them the runway to spend more time enhancing its service for the clients.

7. Sophos implemented Salesforce to streamline its business and manage customer relations more effectively.

Sophos went live with Salesforce to accelerate its sales process , enhance sales productivity , and increase the number of accounts won. However, the complex interface and regular updates of Salesforce resulted in a decreased ROI. 

• Sophos implemented Whatfix to provide interactive, on-demand training that helped users learn in the flow of work. The 24*7 availability of on-demand self-support, contextual guidance, and smart tips allowed Sophos to manage its new CRM implementation effectively. 
• It unified internal communications using Whatfix content. First, they created walkthroughs for the basic functionality of Salesforce such as lead management, opportunities, etc. Next, they moved to slightly more complex features that their users were uncomfortable with and created guided walkthroughs and smart pop-ups. Sophos also used Whatfix to align the sales and product management teams by embedding videos and other media to unify product communication instead of relying on various communication tools.
• Sophos experienced a reduction in sales operations support tickets globally by 15% (~12,000 tickets). It saved 1070 man-hours and achieved an ROI of 342%. 

8. Michelin Solutions uses IoT & AI to provide customers with a more holistic mobility experience.

The digital strategy of Michelin Solutions has essentially centered around three priorities:

• Creating a personalized relationship with customers and end-users
• Developing new business models
• Improving their existing business processes 
• AI is extensively used in R&D, enabling the digital supply chain driven through digital manufacturing and predictive maintenance. For example, connected bracelets assist machine operators with the manufacturing process. 
• It deployed sophisticated robots to take over the clerical tasks and leveraged advanced analytics to become a data-driven organization. 
• Offerings such as Effifuel & Effitires resulted in significant cost savings and improved overall vehicle efficiency. 
• Michelin Solutions carefully enforced cultural change and launched small pilots before the change implementation . 

• Effifuel led to extra savings for organizations and doubled per-vehicle profits.
• A reduction in fuel consumption by 2.5 L per 100km was observed which translates into annual savings of €3,200 for long-haul transport (at least 2.1% reduction in the total cost of ownership & 8 tonnes in CO2 emissions).
• Michelin Solutions shifted its business model from selling tires to a service guaranteeing performance, helping it achieve higher customer satisfaction, increased loyalty, and raised EBITDA margins.

Each industry & organization faces unique challenges while driving digital transformation initiatives. Each organization must find a personalized solution and the right digital transformation model when implementing new technology. Their challenges can prepare you better for the potential roadblocks, but the specific solutions will need to be personalized according to your business requirements.

Open communication with your customers and employees will help you spot potential issues early on, and you can use case studies like these as a starting point.

If you would like to learn how you can achieve these results by using a digital adoption platform , then schedule a conversation with our experts today.

Request a demo to see how Whatfix empowers organizations to improve end-user adoption and provide on-demand customer support

Business growth

Marketing tips

16 case study examples (+ 3 templates to make your own)

I like to think of case studies as a business's version of a resume. It highlights what the business can do, lends credibility to its offer, and contains only the positive bullet points that paint it in the best light possible.

Imagine if the guy running your favorite taco truck followed you home so that he could "really dig into how that burrito changed your life." I see the value in the practice. People naturally prefer a tried-and-true burrito just as they prefer tried-and-true products or services.

To help you showcase your success and flesh out your burrito questionnaire, I've put together some case study examples and key takeaways.

What is a case study?

A case study is an in-depth analysis of how your business, product, or service has helped past clients. It can be a document, a webpage, or a slide deck that showcases measurable, real-life results.

For example, if you're a SaaS company, you can analyze your customers' results after a few months of using your product to measure its effectiveness. You can then turn this analysis into a case study that further proves to potential customers what your product can do and how it can help them overcome their challenges.

It changes the narrative from "I promise that we can do X and Y for you" to "Here's what we've done for businesses like yours, and we can do it for you, too."

16 case study examples 

While most case studies follow the same structure, quite a few try to break the mold and create something unique. Some businesses lean heavily on design and presentation, while others pursue a detailed, stat-oriented approach. Some businesses try to mix both.

There's no set formula to follow, but I've found that the best case studies utilize impactful design to engage readers and leverage statistics and case details to drive the point home. A case study typically highlights the companies, the challenges, the solution, and the results. The examples below will help inspire you to do it, too.

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People love a good farm-to-table coffee story, and boy am I one of them. But I've shared this case study with you for more reasons than my love of coffee. I enjoyed this study because it was written as though it was a letter.

In this case study, the founder of Volcanica Coffee talks about the journey from founding the company to personally struggling with learning and applying digital marketing to finding and enlisting AdRoll's services.

It felt more authentic, less about AdRoll showcasing their worth and more like a testimonial from a grateful and appreciative client. After the story, the case study wraps up with successes, milestones, and achievements. Note that quite a few percentages are prominently displayed at the top, providing supporting evidence that backs up an inspiring story.

Takeaway: Highlight your goals and measurable results to draw the reader in and provide concise, easily digestible information.

2. .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Taylor Guitars and Airtable

This Airtable case study on Taylor Guitars comes as close as one can to an optimal structure. It features a video that represents the artistic nature of the client, highlighting key achievements and dissecting each element of Airtable's influence.

It also supplements each section with a testimonial or quote from the client, using their insights as a catalyst for the case study's narrative. For example, the case study quotes the social media manager and project manager's insights regarding team-wide communication and access before explaining in greater detail.

Takeaway: Highlight pain points your business solves for its client, and explore that influence in greater detail.

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My favorite part of Figma's case study is highlighting why EndeavourX chose its solution. You'll notice an entire section on what Figma does for teams and then specifically for EndeavourX.

It also places a heavy emphasis on numbers and stats. The study, as brief as it is, still manages to pack in a lot of compelling statistics about what's possible with Figma.

Takeaway: Showcase the "how" and "why" of your product's differentiators and how they benefit your customers.

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Zapier's case study leans heavily on design, using graphics to present statistics and goals in a manner that not only remains consistent with the branding but also actively pushes it forward, drawing users' eyes to the information most important to them. 

The graphics, emphasis on branding elements, and cause/effect style tell the story without requiring long, drawn-out copy that risks boring readers. Instead, the cause and effect are concisely portrayed alongside the client company's information for a brief and easily scannable case study.

Takeaway: Lean on design to call attention to the most important elements of your case study, and make sure it stays consistent with your branding.

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In true OpenAI fashion, this case study is a block of text. There's a distinct lack of imagery, but the study features a narrated video walking readers through the product.

The lack of imagery and color may not be the most inviting, but utilizing video format is commendable. It helps thoroughly communicate how OpenAI supported Ironclad in a way that allows the user to sit back, relax, listen, and be impressed. 

Takeaway: Get creative with the media you implement in your case study. Videos can be a very powerful addition when a case study requires more detailed storytelling.

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GitHub's case study on Shopify is a light read. It addresses client pain points and discusses the different aspects its product considers and improves for clients. It touches on workflow issues, internal systems, automation, and security. It does a great job of representing what one company can do with GitHub.

To drive the point home, the case study features colorful quote callouts from the Shopify team, sharing their insights and perspectives on the partnership, the key issues, and how they were addressed.

Takeaway: Leverage quotes to boost the authoritativeness and trustworthiness of your case study. 

7 . .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Audible and Contentful

Contentful's case study on Audible features almost every element a case study should. It includes not one but two videos and clearly outlines the challenge, solution, and outcome before diving deeper into what Contentful did for Audible. The language is simple, and the writing is heavy with quotes and personal insights.

This case study is a uniquely original experience. The fact that the companies in question are perhaps two of the most creative brands out there may be the reason. I expected nothing short of a detailed analysis, a compelling story, and video content. 

Takeaway: Inject some brand voice into the case study, and create assets that tell the story for you.

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Asana's case study on Zoom is longer than the average piece and features detailed data on Zoom's growth since 2020. Instead of relying on imagery and graphics, it features several quotes and testimonials. 

It's designed to be direct, informative, and promotional. At some point, the case study reads more like a feature list. There were a few sections that felt a tad too promotional for my liking, but to each their own burrito.

Takeaway: Maintain a balance between promotional and informative. You want to showcase the high-level goals your product helped achieve without losing the reader.

9 . .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Hickies and Mailchimp

I've always been a fan of Mailchimp's comic-like branding, and this case study does an excellent job of sticking to their tradition of making information easy to understand, casual, and inviting.

It features a short video that briefly covers Hickies as a company and Mailchimp's efforts to serve its needs for customer relationships and education processes. Overall, this case study is a concise overview of the partnership that manages to convey success data and tell a story at the same time. What sets it apart is that it does so in a uniquely colorful and brand-consistent manner.

Takeaway: Be concise to provide as much value in as little text as possible.

10. .css-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} NVIDIA and Workday

The gaming industry is notoriously difficult to recruit for, as it requires a very specific set of skills and experience. This case study focuses on how Workday was able to help fill that recruitment gap for NVIDIA, one of the biggest names in the gaming world.

Though it doesn't feature videos or graphics, this case study stood out to me in how it structures information like "key products used" to give readers insight into which tools helped achieve these results.

Takeaway: If your company offers multiple products or services, outline exactly which ones were involved in your case study, so readers can assess each tool.

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I'm personally not a big KFC fan, but that's only because I refuse to eat out of a bucket. My aversion to the bucket format aside, Contentful follows its consistent case study format in this one, outlining challenges, solutions, and outcomes before diving into the nitty-gritty details of the project.

Say what you will about KFC, but their primary product (chicken) does present a unique opportunity for wordplay like "Continuing to march to the beat of a digital-first drum(stick)" or "Delivering deep-fried goodness to every channel."

Takeaway: Inject humor into your case study if there's room for it and if it fits your brand. 

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Twilio does an excellent job of delivering achievements at the very beginning of the case study and going into detail in this two-minute read. While there aren't many graphics, the way quotes from the Intuit team are implemented adds a certain flair to the study and breaks up the sections nicely.

It's simple, concise, and manages to fit a lot of information in easily digestible sections.

Takeaway: Make sure each section is long enough to inform but brief enough to avoid boring readers. Break down information for each section, and don't go into so much detail that you lose the reader halfway through.

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Salesforce created a video that accurately summarizes the key points of the case study. Beyond that, the page itself is very light on content, and sections are as short as one paragraph.

I especially like how information is broken down into "What you need to know," "Why it matters," and "What the difference looks like." I'm not ashamed of being spoon-fed information. When it's structured so well and so simply, it makes for an entertaining read.

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Benchling is an impressive entity in its own right. Biotech R&D and health care nuances go right over my head. But the research and digging I've been doing in the name of these burritos (case studies) revealed that these products are immensely complex. 

And that's precisely why this case study deserves a read—it succeeds at explaining a complex project that readers outside the industry wouldn't know much about.

Takeaway: Simplify complex information, and walk readers through the company's operations and how your business helped streamline them.

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The concision of this case study is refreshing. It features two sections—the challenge and the solution—all in 316 words. This goes to show that your case study doesn't necessarily need to be a four-figure investment with video shoots and studio time. 

Sometimes, the message is simple and short enough to convey in a handful of paragraphs.

Takeaway: Consider what you should include instead of what you can include. Assess the time, resources, and effort you're able and willing to invest in a case study, and choose which elements you want to include from there.

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I may be biased, but I'm a big fan of seeing metrics and achievements represented in branded graphics. It can be a jarring experience to navigate a website, then visit a case study page and feel as though you've gone to a completely different website.

The case study is essentially the summary, and the blog article is the detailed analysis that provides context beyond X achievement or Y goal.

Takeaway: Keep your case study concise and informative. Create other resources to provide context under your blog, media or press, and product pages.

3 case study templates

Now that you've had your fill of case studies (if that's possible), I've got just what you need: an infinite number of case studies, which you can create yourself with these case study templates.

Case study template 1

If you've got a quick hit of stats you want to show off, try this template. The opening section gives space for a short summary and three visually appealing stats you can highlight, followed by a headline and body where you can break the case study down more thoroughly. This one's pretty simple, with only sections for solutions and results, but you can easily continue the formatting to add more sections as needed.

Case study template 2

For a case study template with a little more detail, use this one. Opening with a striking cover page for a quick overview, this one goes on to include context, stakeholders, challenges, multiple quote callouts, and quick-hit stats. 

Case study template 3

Whether you want a little structural variation or just like a nice dark green, this template has similar components to the last template but is designed to help tell a story. Move from the client overview through a description of your company before getting to the details of how you fixed said company's problems.

Tips for writing a case study

Examples are all well and good, but you don't learn how to make a burrito just by watching tutorials on YouTube without knowing what any of the ingredients are. You could , but it probably wouldn't be all that good.

Have an objective: Define your objective by identifying the challenge, solution, and results. Assess your work with the client and focus on the most prominent wins. You're speaking to multiple businesses and industries through the case study, so make sure you know what you want to say to them.

Focus on persuasive data: Growth percentages and measurable results are your best friends. Extract your most compelling data and highlight it in your case study.

Use eye-grabbing graphics: Branded design goes a long way in accurately representing your brand and retaining readers as they review the study. Leverage unique and eye-catching graphics to keep readers engaged. 

Simplify data presentation: Some industries are more complex than others, and sometimes, data can be difficult to understand at a glance. Make sure you present your data in the simplest way possible. Make it concise, informative, and easy to understand.

Use automation to drive results for your case study

A case study example is a source of inspiration you can leverage to determine how to best position your brand's work. Find your unique angle, and refine it over time to help your business stand out. Ask anyone: the best burrito in town doesn't just appear at the number one spot. They find their angle (usually the house sauce) and leverage it to stand out.

Case study FAQ

Got your case study template? Great—it's time to gather the team for an awkward semi-vague data collection task. While you do that, here are some case study quick answers for you to skim through while you contemplate what to call your team meeting.

What is an example of a case study?

An example of a case study is when a software company analyzes its results from a client project and creates a webpage, presentation, or document that focuses on high-level results, challenges, and solutions in an attempt to showcase effectiveness and promote the software.

How do you write a case study?

To write a good case study, you should have an objective, identify persuasive and compelling data, leverage graphics, and simplify data. Case studies typically include an analysis of the challenge, solution, and results of the partnership.

What is the format of a case study?

While case studies don't have a set format, they're often portrayed as reports or essays that inform readers about the partnership and its results. 

Related reading:

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Hachem Ramki

Hachem is a writer and digital marketer from Montreal. After graduating with a degree in English, Hachem spent seven years traveling around the world before moving to Canada. When he's not writing, he enjoys Basketball, Dungeons and Dragons, and playing music for friends and family.

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4 Case Studies That Demonstrate the Value of Technology Consulting

November 7, 2018

by Michael Grebennikov

Technology changes so rapidly that many companies struggle to keep up. Use these 4 technical case studies to learn how technology consulting companies can help.

UPDATED: March 4, 2022

As new technology emerges, companies often find that their in-house teams need help adopting new digital solutions.

To keep pace with changing technology, companies are increasingly turning to technology consulting firms for help with digital solutions such as chatbots, AI, mobility, and more.

You can use this article to learn from 4 technical case study examples that demonstrate how technology consulting can help businesses grow.

Technology Consulting Is Growing Steadily

Companies around the world are hiring technology consulting firms when adopting new digital solutions.

According to Statista , technology consulting has grown steadily since 2011. The revenue market for IT services is expected to be valued at $471 billion by 2022 – a significant jump compared to ten years prior.

Given technology consulting’s steady growth, it’s poised to have increasingly significant impact.

Knowing this, it’s not surprising that technology consulting leaders are also some of the best-known names in business, including Accenture, Deloitte, Capgemini, SAP, Oracle, Cisco, IBM, and McKinsey & Company.

Their clients are equally well-known: Yamaha, Mercedes-Benz, Siemens, AT&T, American Airlines, and Airbus have all hired technology consultants.

These well-known early adopters foreshadow the rise of technology consulting.

What Does a Technology Consulting Firm Do?

Technology consulting firms help companies drive innovation and reach their goals by using technology.

Today, technology consulting services play an important role in the development of businesses and organizations across different industries. IT consultants and advisors.

In particular, technology consulting is focused on:

• Implementing digital transformation
• Elaborating a digital strategy and tactical plan for its realization
• Driving intelligence and efficiency into business operations
• Redesigning products and services according to the customers’ needs and industry trends
• Keeping business relevant in the market and building up its competitive advantage
• Leveraging the risks and cost of business transformation

Technology consultants offer an extensive and diverse array of expertise. Find one for your business today. 

4 Technology Consulting Case Studies

The best way to learn about technology consulting is to read case studies. Examples demonstrate how partnership with a technology consulting company positively impacts efficiency, customer satisfaction, and the bottom line.

Learn more about this service can impact businesses by reading through these technology consulting case study examples. 

Technology Consulting Case Study #1: IBM

Technology consulting can help companies better use the data they already have.

Woodside, a major oil and gas company in Australia, needed to retain senior engineers’ institutional knowledge. Its goal was to collect decades of unique expertise and historical context that was previously stored in documents, logs, and employee feedback in order to make it accessible to the entire company.

To solve this challenge, IBM used the cognitive capabilities of Watson , its AI-powered question-answering system for data analytics .

First, the joint team trained Watson to understand engineering language using thousands of legacy documents. It allowed the system to understand human requests, quickly match them with relevant data sets and pull all the necessary information to the screen right away.

At the time, Watson was still learning from around 80% of engineers who have adopted the solution and eagerly contribute to the system.

Watson is now able to understand professional engineering language and provide immediate access to relevant legacy data. It’s easy to use due to natural language input.

Machine learning enables further data collection and leverages both knowledge and historical context.

For Woodside, technical consulting ensured that the priceless wisdom of longtime employees would not be lost.

Interested in learning how machine learning can benefit your business? Consult a service provider today. 

Technology Consulting Case Study # 2: Deloitte

Many non-tech companies rely on digital tools such as Salesforce , industry-specific SaaS and platforms. Not every company, however, uses the full potential of these systems.

A technology consulting company can analyze a company’s requirements, customers, and market standing; optimize these platforms and services to maximize their benefits; even customize systems to turn them into the client’s competitive advantage.

Initially, Yamaha, a world leader in musical instrument sales, relied on Salesforce to manage and provide support to more than 16 million customers. But Yamaha used only a fraction of the Salesforce’s potential, missing out on opportunities to access up-to-date customer data, related social activity, and other records.

Yamaha hired Deloitte to configure Salesforce to reveal its full range of benefits.

Deloitte helped Yamaha create a seven-week transformation plan that improved customer service processes.

Deloitte integrated Yamaha’s customer data into a unified, easy-to-access, form featuring a social media profile for each customer. This allowed Yamaha’s support team to access full and relevant information about each customer, improving the efficiency of customer service.

Deloitte also set up Salesforce Chatter for peer-to-peer communication. This feature allows Yamaha’s team to access answers faster and make customers happy without delays.

Read this: ‘ 6 Ways to Increase Your Brand’s Customer Engagement ’

Technology Consulting Case Study #3: Accenture

Technology consulting does not always require digital transformation within a company. In the case of Accenture and the city of Paris , technology consulting impacted the way a whole city functions.

Paris authorities hired Accenture in 2018 to modernize the city’s civil service. The goal was to connect maintenance technicians with a mobile system and web app, transitioning away from the paper-based system of the past.

To solve this large-scale challenge, Accenture used the existing advantage of the modern city infrastructure to design and deliver a digital solution compatible with existing mobile connectivity. Once implemented, the system enabled further opportunities to improve other civil services.

City services in Paris are connected by a user-friendly app. The app manages everyday maintenance throughout the city, from repair orders to automated routing and hands-free audio reporting.

For example, when an electrical failure happens, the system automatically informs a technician and creates a work order. The technician’s mobile app displays the most efficient route to the site of the failure, enabling faster fixes.

The system has already increased the efficiency rate by 20%, allowing Paris civil service workers to perform 140,000 repairs per year or an average of 600 completed orders per day.

Interested in building a user-friendly app for your company? Check out our list of top service providers . 

Technology Consulting Case Study #4: Microsoft

Nedbank was one of the first financial institutions to recognize the benefits of emerging digital channels when the chatbot rush began. In 2016, Nedbank observed high levels of customer engagement from individual investors via traditional phone calls. Despite the efficiency of this system, it required costly personnel.

Using customer analysis, Nedbank found out that most individual investors actually preferred messengers over other communication tools. Nedbank hired Microsoft Digital Advisory Services to implement the communication channel its customers preferred.

Microsoft analyzed Nedbank’s clients and specific attributes of the banking industry to train the chatbot’s cognitive abilities. Additionally, Microsoft uncovered and installed other features that enhanced efficiencies, such as pulling necessary data and pre-filling forms.

Microsoft used LUIS.ai – one of the most popular NLP engines for chatbot development – to create Nedbank’s EVA chatbot assistant.

An individual investor in need of assistance can tell EVA what information they need.

EVA automatically fills in online forms and helps human agents find necessary documents and materials fast. After the project, EVA began handling 80% of customer investment queries, saving up to 90% of the costs associated with human agents .

Thanks to DIY chatbot platforms and user-centric NLP engines, any company can develop a simple chatbot to scale its online presence. Most companies, however, hire a technology consulting company to build a more robust chatbot with strong cognitive abilities, responsive dialogue, and smooth conversational UX .

Technology Consulting Can Drive Digital Growth

Technology consulting streamlines digital transformation in companies, industries, and even cities.

Without this service, many companies would struggle to optimize their business processes effectively. New technology presents a major challenge for companies relying solely on their in-house teams.

By partnering with a technology consulting firm, companies can ease the journey to digitally-enhanced operations. A technology consulting firm can integrate new technology, open new channels to connect with clients and customers, and improve analytics that measure growth.

Partner with a trusted IT services provider today.

Additional Reading

• 6 Creative App Design Ideas for Startups
• What is the Positive Impact of Technology on Society?
• Is It Possible to Have Ethical Tech Companies?

About the Author

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Brent Barnhart | B2B Content Writer

7 Superb SaaS Case Study Examples (and Why They’re So Effective)

It’s no secret that the SaaS space is crowded.

Heck, the average business is juggling hundreds of apps at any given time.

And so anything software companies can do to prove their value is a plus.

That’s why SaaS case studies are so important.

Fact: case studies are cited as the most effective type of content for influencing B2B buying decisions. Case studies are crucial for not only helping SaaS companies stand out from the crowd but also answer their potential customers’ most pressing questions.

Want to see what compelling customer stories look like in the wild? Check out the seven SaaS case study examples below.

“What does this case study do well?”

• Immediately highlights the client’s key challenge and how Gong’s product managed to solve it. The specific, positive outcomes (“more closed deals,” “increased sales productivity” and “more cross-department collaboration”) speak for themselves.
• The format is scannable and flows seamlessly, broken up by colorful visuals, client quotes and a product screenshot.
• The case study reads like an actual narrative, brimming with conversational copy and client quotes to keep the report from feeling too “matter of fact.”

Much like SaaS blog writing doesn’t have to be boring, case studies shouldn’t be a total snooze-fest. This report proves exactly that.

• Incorporates a brief video to summarize the study’s key points and provide real-world context to the client’s challenges. This is especially important for more “technical” or complicated SaaS products.
• It’s brief! In addition to the provided video, the tried-and-tested “Challenge, Solution, Results” format helps keep this study short and sweet.
• The study’s headline is compelling. From its title alone, the study highlights how a specific feature (Zylo’s SaaS renewal calendar) addressed a specific pain point (unwanted auto-renewals) and resulted in a major benefit ($50,000+ saved) for the client.

Clocking in at under 500 words, this is among the shortest of our SaaS study examples. That said, the study’s brevity is one of its key strengths.

• The study’s format gives you pretty much everything you need above-the-fold, including the client’s results and a well-produced video.
• Highlights impressive data points and outcomes immediately (“5xd conversion” and “90% retention rate”).
• Includes quotes from multiple employees to showcase how Heap’s service helps clients organization-wide (rather than just a single department).

• The case study’s title is striking, putting a massively positive client outcome (saving 40 hours per week) front-and-center.
• It feels human! The fact that the study comes from a back-and-forth client conversation not only humanizes Databox as a brand but also makes their product seem more tangible.
• The study’s unique format (a blog post that provides both a video and transcript) is fair game for prospects whether they prefer to consume content via viewing or reading. This likewise highlights how you might integrate case studies into your SaaS content strategy.

5. FunnelCake

• The study’s headline does double-duty of showcasing awesome results (1.5x conversion rates) and how quickly those results came (“Within a quarter of launching”).
• Provides multiple hard-hitting client quotes to drive home the product’s effectiveness (“finding value in the first week”).
• Couples its bold claims with specific data points (“100% adoption in the first 30 days”).

6. Chili Piper

• Major outcomes are highlighted throughout the case study (including a “5x increase in inbound meeting booked” and the “300% revenue increase” referenced in the title).
• The study uses the numbers above to hook the reader and then provide a brief breakdown of how those results came to be, moving us from Point A to Point B.
• Candid client video and quotes provide additional context and a personal touch to Chili Piper’s product.

7. Typeform

• The study is presented as a hybrid between a customer success story and a how-to blog post for new users and existing clients. Again, case studies are a valuable part of your SaaS content marketing strategy.
• Incorporates actual client screenshots and highlights the specific steps to replicate their positive results, making Typeform’s product seem super actionable.
• Integrates glowing quotes from the client to showcase benefits.

“What do the best SaaS case study examples have in common?”

As proven by the examples above, there is no “right” or singular way to put together a SaaS case study.

That said, there are a few common threads between the reports above that companies should strive to stick to.

If you’re trying to figure out how to write a SaaS case study yourself, keep the principles below in mind.

Grab readers’ attention with specific numbers, figures and data points

Sure, phrases like “increased revenue” or “saved time” are enticing.

But coupling those phrases with actual numbers can help your case study pack a much-needed punch.

For example, “increased revenue” versus “increased MRR by $10,000” or “saved time” versus “saved 15 hours per week.”

See how that works? Using actual client numbers does double duty of grabbing your target audience’s attention while also proving to prospects that your service produces meaningful results.

Integrate visuals to illustrate your points and keep readers engaged

Fact: recent visual content statistics note that both videos and graphics help push people toward making purchasing decisions.

It’s telling that five of our seven SaaS case study examples include video, right?

From stylized quotes to product screenshots and client headshots, it’s crucial that your reports are more than just walls of text. Written case studies can definitely be effective, granted you stick to the principle of “show, don’t tell.”

Let your clients do the talking

Again, most SaaS case studies are basically client stories.

So don’t be shy about letting your clients sing your praises. You’d be surprised at what gems of social proof they’ll say totally unprompted.

The correlation between customer testimonials and higher conversions is well-documented. Note that many of the SaaS case study examples below draw heavily on direct client quotes or interview segments.

If nothing else, making your case studies client-centric makes sense and likewise means less work on your part.

Make your case study shareable

Fact: the typical B2B buying process involves between six and ten people.

And so anything you can do to make your case study shareable to multiple stakeholders is a smart move.

This again speaks to why so many SaaS case studies incorporate video or are formatted as succinct, scroll-friendly PDFs.

Beyond that, conversational language and a summary of key points can also make a report more shareable. In short, your case study should be accessible even to people who don’t have a deep knowledge of your product.

Which SaaS case study examples stand out to you?

SaaS providers have a ton of freedom when it comes to how they put together their case studies.

Want to keep it brief? Looking to take a deep dive into your product and its specific features? Go for it.

Hopefully these examples and best practices provided some insight into what makes a “good” case study in the software space.

Got any other SaaS case study examples I should totally check out? Let me know on  Twitter , comment below or  shoot me an email .

This post was last updated on 1/5/2021.

January 6, 2021 at 8:26 am

Great piece for me as a marketing analyst who is looking to learn more about the SaaS industry

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23 Pro Tips for Running a Successful Business — From Building Your Company Benefits to Leading a Team (+ Expert Insights)

Published: September 05, 2024

Just about anyone can start a business … but what does it take to run a successful business? Through my personal experience, I’ve found that running a business successfully is about a lot more than filling out a few forms, getting the permits or licenses you need, and selling a product.

To the contrary, I’ve learned that running a business that thrives long-term requires a wide range of skills, strategies, and tools . In this article, I’ll share my top tips for running a successful business, based on takeaways from my own career as well as recommendations from a range of business experts. With these pro tips, you’ll have everything you need to launch — and maintain — a thriving, sustainable business.

Table of Contents

What does business success look like?

What makes a business successful, what factors can impact business success, business success trends [new data], how to run a business.

One of the reasons it’s so hard to run a thriving business is that there are many different ways to measure success. Each business owner must create their own unique definition — and stick to it.

For some business owners, success means profit (whether that means short-term gains or long-term wealth and growth). For some owners, it’s more about personal wealth and collecting expensive assets such as homes or cars, while others are more focused on business profits. In contrast, other owners measure their value as their ability to solve problems for their customers, while yet others define success as progress toward a larger dream or mission.

Revenue, gross profit, and cash flow management impact the present and future of every company. But to create sustained value, businesses need to make their own definitions of success.

Free Case Study Templates

Showcase your company's success using these three free case study templates.

• Data-Driven Case Study Template
• Product-Specific Case Study Template
• General Case Study Template

Download Free

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Click this link to access this resource at any time.

• Focus on the customer experience.
• A powerful business idea.
• Offering value to your target audience.
• Being flexible and quick to adapt.
• Bold decision-making and creative problem-solving.
• Paying attention.
• Getting out of the office.

The world is changing quickly. As such, the strategies and habits that worked in the past don’t guarantee success today. Whether you’re starting a business for the first time or working to pivot your company in a new direction, running a business today means staying open to new ideas and taking in an ever-growing flood of information. Here are some of my top tips for running a successful company in an increasingly uncertain and evolving business environment:

1. Focus on the customer experience.

Today’s customers and prospects have access to more information than ever before. According to HubSpot Research , 79% of customer service teams feel customers are more informed than they were in the past, and almost 90% of surveyed leaders say their expectations are higher than ever before.

As a result, in many situations, how you treat your customers — that is, your customer experience — has more of an impact on your business success than your pricing or even your products. Customer experience is the overall impression you give your customers, and it influences their perception of your brand across each stage and touchpoint of the customer journey.

This means that businesses need to focus on every step of the buyer journey, identifying hurdles on that path and offering new opportunities to create a great customer experience. Specifically, there are a few tactical ways you can build a customer focus into your business:

• Make customer experience a priority by gathering insights from everyone on your team
• Take steps to reduce friction and focus your team’s energy on what’s most important to your customers
• Look at your product experience from customers’ point of view
• Solve problems before they impact your customers
• Invest in training and supporting your customer service team

Customers want and expect a great experience from beginning to end, and they’re often willing to pay a premium for it. Are you ready to provide that experience? Are you over-delivering on your CX? To run a successful business, you should be.

Featured Resources

• Customer experience strategy
• How to improve your customer experience
• Customer experience trends

2. A powerful business idea.

The oldest companies in the world have been around for as long as 1,400 years . But many companies struggle to last: In 2023 alone, over 18,000 U.S. businesses filed for bankruptcy .

Every business is born from an idea. Some ideas are riskier than others. Some ideas seem like a good plan but fizzle out over time. In my experience, there are a few steps you can take to identify an idea that will make your business a success.

[Video: How Sam Parr Comes Up With $10,000,000 Dollar Business Ideas (#62) ]

First, start with what you know. If you’ve ever had a hobby or job you’re passionate about, you know that every niche is more complex than it seems. As you learn more, you get a clearer picture of the joys and challenges below the surface.

For example, a gamer who’s obsessed with Stardew Valley is a totally different customer from a Half-Life player. If you try to build a business that targets all video game players, rather than a more specific sub-group, you might struggle to meet the needs of this diverse customer base.

Next, you’ll want to talk to your community. Whether it’s family and friends or an online group, it’s smart to test out the value of your ideas with a group of people. This can help you refine your idea and determine common objections.

Finally, it’s essential to do your research before you launch your business idea. If you want to create a product or service that people are willing to pay for, it has to be unique, useful, and high-quality. That kind of idea may take some time to polish before it’s ready for purchase.

• Small business ideas
• Business opportunities

3. Offering value to your target audience.

A great idea is important, but it isn’t enough to build a successful business. Indeed, in my experience, it’s easy to come up with a great idea. What’s difficult is executing that idea effectively.

Moreover, even if you’ve executed your current idea, no great product is ever finished. To continue to offer value, many products need constant updates in response to customer reviews and internal feedback.

Pro tip: It’s not just about the product. Even if your product or service is perfect, the foundation of any successful business is trust.

To develop trust, your business needs to go above and beyond target audience expectations . There are a few strategies that I’ve found can be particularly helpful in building and sustaining trust. First, it’s important to make sure that your product does exactly what you say it does. Never over-promise, or sell functionality your product doesn’t have.

It’s also critical to provide value throughout the customer experience, from support to instructions to your return policy. After all, value isn’t just the cost of making your product or what you ask in exchange for it. It’s customers’ perceptions and how reliably you meet or exceed their expectations.

For example, the athleisure brand PopFlex doesn’t just sell clothes. It also runs a fitness blog called Blogilates that offers a wide range of additional resources to support its customers.

To be sure, networking is a buzzword that can be off-putting to some. But in reality, networking is just about fostering relationships. If you support businesses that complement yours, they’re likely to return that investment and support, creating a steady stream of referrals and connections that can help your business grow.

To be a great partner to the people in your network, start with your common values. Reach out to people in your local community and online who align with the mission and ideals you strive for personally and in your business. Then, create clear expectations and maintain friendly and consistent communication.

• Guide to networking
• Building business relationships

5. Competitive analysis.

Some ideas may be so unique that there’s little to no competition, but most businesses will be entering an already crowded market. To succeed in a market that’s full of established providers, you need a unique spin on your product or niche — and that means conducting a competitive analysis.

Pro tip: When it comes to beating out the competition, founder of OswaldoMedia Oleg Segal argues that “The key is to leverage your business’ uniqueness and serve a niche your larger competitor doesn’t cater to.”

A competitive analysis can help you learn about your top competitors’ products, marketing, and approaches to sales. In some cases, you may learn things that lead you to take your business in a new direction, while in others, you might find a need or problem that only your business can solve. This process can also help you set benchmarks and understand what it will take to reach your business goals.

The more organized you are, the more useful your competitive research will be. It’s also a good idea to perform this analysis on a consistent basis — ideally, as frequently as once a quarter — so you can respond quickly to changes in your industry.

• Competitive analysis kit
• Competitive analysis templates

6. Choosing the right pricing.

In my experience, getting your pricing strategy right is one of the most important factors for building a sustainable business. If your prices are too high, you’ll struggle to sell … and if they’re too low, you won’t be able to cover your costs.

Pricing your products to sell is a skill that may take some time to learn. At the same time, setting prices is also one of the first things you’ll need to do when starting a business. As such, it’s important to think carefully about whether your products are priced appropriately.

Are you pulling in enough revenue to stay afloat? How many units will you need to sell each period to reach your revenue and profitability goals? Asking questions like these (and consistently documenting your answers) will help you keep your business running and thriving.

Featured tool: Pricing strategy calculator

7. Long-term goals and vision.

People start businesses for many different reasons. Some want to make ends meet with a side gig. Others want to replace their full-time job and be their own boss. Whatever your reason, decide upfront how you want your business to scale. If you aren’t thoughtful about your long-term plans, you might not be prepared for what could happen.

For example, marketing can be unpredictable. Businesses sometimes go viral for doing great work and aren’t prepared for the influx of new customers. Knowing in advance whether you’ll meet the moment or let it pass you by can save you from missing out on unexpected opportunities or, worse still, from having to close your business because you weren’t prepared to scale.

Featured tool: Growth Grader

How to Write a Case Study: Bookmarkable Guide & Template

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What Is a White Paper? [FAQs]

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Showcase your company's success using these free case study templates.

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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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More From Forbes

10 original case study ideas for converting tech-savvy audiences.

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Case studies are tried-and-true tools that businesses use to convince prospects to buy their products or services. When it comes to selling to tech-savvy customers in any industry, case studies have long been integral to providing potential customers with the information they need to make a purchase decision.

However, to effectively engage the most tech-savvy prospects, a case study must be designed and presented with the specific audience’s level of understanding and objectives in mind. Taking a nontraditional approach to creating case studies may help to capture the interest of tech-focused audiences. Here, members of Forbes Agency Council explore 10 original and effective ways to inform prospects about the technological benefits of a product or service and lead them toward conversion.

Forbes Agency Council members share original ideas for case studies that will convert tech-savvy prospects.

1. Let Your Customer Speak

Everyone is used to carefully worded case studies written by a marketer trying to sell the product or service. Flip it around and have a satisfied customer tell an authentic story in their own words. Have them speak in the same language that your new prospects do and proactively answer their anticipated questions. Capture that on video, and you’re sure to surprise prospects. - Jim Heininger , Dixon|James & Rebranding Experts

2. Make The Customer The Hero

Make the customer the hero of your case studies, not your company. When prospects read a case study, they view themselves in the role of your customer, not the agency. If you make the case study about yourself, not only will they fail to identify with the content, but they will also think that you are more concerned with your own success than that of your clients. - Scott Baradell , Idea Grove

3. Make Case Studies Available In A Variety Of Formats

Case studies are business-generation tools. I do not get to decide where my prospects are consuming content; they do. I therefore need to make a case study available in whatever format they choose to consume it. This means that my case study must be available in print, on YouTube, as a PDF or in any other format the people I want to reach are consuming. - Brook Shepard , Mason Interactive

Forbes Agency Council is an invitation-only community for executives in successful public relations, media strategy, creative and advertising agencies. Do I qualify?

4. Use A Video Capture System To Highlight Your Case Study

I’ve been using Loom for a variety of show-and-tell kinds of conversations where an email or print piece can’t express the concepts or ideas sufficiently. I’d recommend using Loom or another video capture system to highlight your case study and actually walk prospects through a demo via video. - Jason Wilson , Strategy, LLC

5. Tell The Story Through Images Or Video With Voice-Over

Telling the story of a case study through a rotating carousel of images or video with voice-over would be an effective way to portray the success of the study and keep the tech-savvy consumer or prospective client engaged. - Jessica Hawthorne-Castro , Hawthorne LLC

6. Show The Results In A Video Format

When we build our case studies, we like to show the results in a video format. Think of it as a 15-second commercial. We then take this same piece of content and post it on Facebook, Instagram, Twitter and LinkedIn. Then, I will build remarketing audiences based on the video views. I like to make sure every piece of content is getting the maximum opportunity to drive conversions. - Jerry Kelly , Marketing 360®

7. Personalize Case Studies By Making Them Interactive

Marketing today is about personalization. Therefore, case studies—which are a natural extension of marketing—really need to be similarly tailored. By this I mean put the reader or viewer in charge of what they consume. Make the case studies interactive by allowing them to choose which aspects of the case study they see in whatever order they choose. Let them build it however they want to consume it. - Hamish Anderson , Three Piece Marketing

8. Use A Video Testimonial Created By A Client

Using a video testimonial created by a current or previous client could be an original idea for a nontraditional way to present a case study. Having them outline the benefits of your product or service firsthand is invaluable. While written case studies often aren’t very engaging, it’s easy to convey key points in a relatable way with video content. -  Adrian Falk ,  Believe Advertising & PR

9. Supplement The Traditional Model With A Video

A video case study to accompany the traditional problem/solution model can be a great way to show off your clients’ product. This added visual element speaks much louder than static words and pictures and allows prospects to get a better idea of what the client does and how they achieve customer goals. The videos can then be shortened and repurposed for additional engaging social media content. - Michelle Abdow , Market Mentors, LLC

10. Integrate Forum-Like Functionality Into Case Studies

Combine case studies with forum-like functionality. That is, on case study pages, provide links to Discord channels, Slack communities and other conversational tools intended to enrich the reader experience. These tools will boost reader engagement and lead to better conversations with potential prospects. - Bobby Steinbach , MeanPug Digital

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9 Creative Case Study Presentation Examples & Templates

Learn from proven case study presentation examples and best practices how to get creative, stand out, engage your audience, excite action, and drive results.

9 minute read

helped business professionals at:

Short answer

What makes a good case study presentation?

A good case study presentation has an engaging story, a clear structure, real data, visual aids, client testimonials, and a strong call to action. It informs and inspires, making the audience believe they can achieve similar results.

Dull case studies can cost you clients.

A boring case study presentation doesn't just risk putting your audience to sleep—it can actuallyl ead to lost sales and missed opportunities.

When your case study fails to inspire, it's your bottom line that suffers.

Interactive elements are the secret sauce for successful case study presentations.

They not only increase reader engagement by 22% but also lead to a whopping 41% more decks being read fully , proving that the winning deck is not a monologue but a conversation that involves the reader.

Let me show you shape your case studies into compelling narratives that hook your audience and drive revenue.

Let’s go!

How to create a case study presentation that drives results?

Crafting a case study presentation that truly drives results is about more than just data—it's about storytelling, engagement, and leading your audience down the sales funnel.

Here's how you can do it:

Tell a story: Each case study should follow a narrative arc. Start with the problem, introduce your solution, and showcase the results. Make it compelling and relatable.

Leverage data: Hard numbers build credibility. Use them to highlight your successes and reinforce your points.

Use visuals: Images, infographics, and videos can enhance engagement, making complex information more digestible and memorable.

Add interactive elements: Make your presentation a two-way journey. Tools like tabs and live data calculators can increase time spent on your deck by 22% and the number of full reads by 41% .

Finish with a strong call-to-action: Every good story needs a conclusion. Encourage your audience to take the next step in their buyer journey with a clear, persuasive call-to-action.

Visual representation of what a case study presentation should do:

How to write an engaging case study presentation?

Creating an engaging case study presentation involves strategic storytelling, understanding your audience, and sparking action.

In this guide, I'll cover the essentials to help you write a compelling narrative that drives results.

What is the best format for a business case study presentation?

4 best format types for a business case study presentation:

• Problem-solution case study
• Before-and-after case study
• Success story case study
• Interview style case study

Each style has unique strengths, so pick one that aligns best with your story and audience. For a deeper dive into these formats, check out our detailed blog post on case study format types .

What to include in a case study presentation?

An effective case study presentation contains 7 key elements:

• Introduction
• Company overview
• The problem/challenge
• Your solution
• Customer quotes/testimonials

To learn more about what should go in each of these sections, check out our post on what is a case study .

How to motivate readers to take action?

Based on BJ Fogg's behavior model , successful motivation involves 3 components:

This is all about highlighting the benefits. Paint a vivid picture of the transformative results achieved using your solution.

Use compelling data and emotive testimonials to amplify the desire for similar outcomes, therefore boosting your audience's motivation.

This refers to making the desired action easy to perform. Show how straightforward it is to implement your solution.

Use clear language, break down complex ideas, and reinforce the message that success is not just possible, but also readily achievable with your offering.

This is your powerful call-to-action (CTA), the spark that nudges your audience to take the next step. Ensure your CTA is clear, direct, and tied into the compelling narrative you've built.

It should leave your audience with no doubt about what to do next and why they should do it.

Here’s how you can do it with Storydoc:

How to adapt your presentation for your specific audience?

Every audience is different, and a successful case study presentation speaks directly to its audience's needs, concerns, and desires.

Understanding your audience is crucial. This involves researching their pain points, their industry jargon, their ambitions, and their fears.

Then, tailor your presentation accordingly. Highlight how your solution addresses their specific problems. Use language and examples they're familiar with. Show them how your product or service can help them reach their goals.

A case study presentation that's tailor-made for its audience is not just a presentation—it's a conversation that resonates, engages, and convinces.

How to design a great case study presentation?

A powerful case study presentation is not only about the story you weave—it's about the visual journey you create.

Let's navigate through the design strategies that can transform your case study presentation into a gripping narrative.

Add interactive elements

Static design has long been the traditional route for case study presentations—linear, unchanging, a one-size-fits-all solution.

However, this has been a losing approach for a while now. Static content is killing engagement, but interactive design will bring it back to life.

It invites your audience into an evolving, immersive experience, transforming them from passive onlookers into active participants.

Which of these presentations would you prefer to read?

Use narrated content design (scrollytelling)

Scrollytelling combines the best of scrolling and storytelling. This innovative approach offers an interactive narrated journey controlled with a simple scroll.

It lets you break down complex content into manageable chunks and empowers your audience to control their reading pace.

To make this content experience available to everyone, our founder, Itai Amoza, collaborated with visualization scientist Prof. Steven Franconeri to incorporate scrollytelling into Storydoc.

This collaboration led to specialized storytelling slides that simplify content and enhance engagement (which you can find and use in Storydoc).

Here’s an example of Storydoc scrollytelling:

Bring your case study to life with multimedia

Multimedia brings a dynamic dimension to your presentation. Video testimonials lend authenticity and human connection. Podcast interviews add depth and diversity, while live graphs offer a visually captivating way to represent data.

Each media type contributes to a richer, more immersive narrative that keeps your audience engaged from beginning to end. You can upload your own interactive elements or check stock image sites like Shutterstock, Adobe Stock, iStock, and many more. For example, Icons8, one of the largest hubs for icons, illustrations, and photos, offers both static and animated options for almost all its graphics, whether you need profile icons to represent different user personas or data report illustrations to show your findings.

Prioritize mobile-friendly design

In an increasingly mobile world, design must adapt. Avoid traditional, non-responsive formats like PPT, PDF, and Word.

Opt for a mobile-optimized design that guarantees your presentation is always at its best, regardless of the device.

As a significant chunk of case studies are opened on mobile, this ensures wider accessibility and improved user experience , demonstrating respect for your audience's viewing preferences.

Here’s what a traditional static presentation looks like as opposed to a responsive deck:

Streamline the design process

Creating a case study presentation usually involves wrestling with an AI website builder .

It's a dance that often needs several partners - designers to make it look good, developers to make it work smoothly, and plenty of time to bring it all together.

Building, changing, and personalizing your case study can feel like you're climbing a mountain when all you need is to cross a hill.

By switching to Storydoc’s interactive case study creator , you won’t need a tech guru or a design whizz, just your own creativity.

You’ll be able to create a customized, interactive presentation for tailored use in sales prospecting or wherever you need it without the headache of mobilizing your entire team.

Storydoc will automatically adjust any change to your presentation layout, so you can’t break the design even if you tried.

Case study presentation examples that engage readers

Let’s take a deep dive into some standout case studies.

These examples go beyond just sharing information – they're all about captivating and inspiring readers. So, let’s jump in and uncover the secret behind what makes them so effective.

What makes this deck great:

• A video on the cover slide will cause 32% more people to interact with your case study .
• The running numbers slide allows you to present the key results your solution delivered in an easily digestible way.
• The ability to include 2 smart CTAs gives readers the choice between learning more about your solution and booking a meeting with you directly.

Light mode case study

• The ‘read more’ button is perfect if you want to present a longer case without overloading readers with walls of text.
• The timeline slide lets you present your solution in the form of a compelling narrative.
• A combination of text-based and visual slides allows you to add context to the main insights.

Marketing case study

• Tiered slides are perfect for presenting multiple features of your solution, particularly if they’re relevant to several use cases.
• Easily customizable slides allow you to personalize your case study to specific prospects’ needs and pain points.
• The ability to embed videos makes it possible to show your solution in action instead of trying to describe it purely with words.

UX case study

• Various data visualization components let you present hard data in a way that’s easier to understand and follow.
• The option to hide text under a 'Read more' button is great if you want to include research findings or present a longer case study.
• Content segmented using tabs , which is perfect if you want to describe different user research methodologies without overwhelming your audience.

Business case study

• Library of data visualization elements to choose from comes in handy for more data-heavy case studies.
• Ready-to-use graphics and images which can easily be replaced using our AI assistant or your own files.
• Information on the average reading time in the cover reduces bounce rate by 24% .

Modern case study

• Dynamic variables let you personalize your deck at scale in just a few clicks.
• Logo placeholder that can easily be replaced with your prospect's logo for an added personal touch.
• Several text placeholders that can be tweaked to perfection with the help of our AI assistant to truly drive your message home.

Real estate case study

• Plenty of image placeholders that can be easily edited in a couple of clicks to let you show photos of your most important listings.
• Data visualization components can be used to present real estate comps or the value of your listings for a specific time period.
• Interactive slides guide your readers through a captivating storyline, which is key in a highly-visual industry like real estate .

Medical case study

• Image and video placeholders are perfect for presenting your solution without relying on complex medical terminology.
• The ability to hide text under an accordion allows you to include research or clinical trial findings without overwhelming prospects with too much information.
• Clean interactive design stands out in a sea of old-school medical case studies, making your deck more memorable for prospective clients.

Dark mode case study

• The timeline slide is ideal for guiding readers through an attention-grabbing storyline or explaining complex processes.
• Dynamic layout with multiple image and video placeholders that can be replaced in a few clicks to best reflect the nature of your business.
• Testimonial slides that can easily be customized with quotes by your past customers to legitimize your solution in the eyes of prospects.

Grab a case study presentation template

Creating an effective case study presentation is not just about gathering data and organizing it in a document. You need to weave a narrative, create an impact, and most importantly, engage your reader.

So, why start from zero when interactive case study templates can take you halfway up?

Instead of wrestling with words and designs, pick a template that best suits your needs, and watch your data transform into an engaging and inspiring story.

Hi, I'm Dominika, Content Specialist at Storydoc. As a creative professional with experience in fashion, I'm here to show you how to amplify your brand message through the power of storytelling and eye-catching visuals.

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How to write the perfect tech case study

Case studies are an excellent way for tech brands to demonstrate their value and attract fresh prospects. But to get results, you need to make sure it is written in a way that makes it readable and actionable. Learn how here.

The tech case study works as a multi-purpose piece of content.

It's a digital marketing tool that also boosts your brand, builds and reinforces customer relationships, and provides proof of your product’s effectiveness. But it can only do these things if you put it together in the right way.

The perfect tech case study combines a compelling, storytelling structure with useful data, customer testimonials, and a clear call to action.

Selecting a subject for your case study

First, you need to choose which case study to write up.

But how to choose? You need a case study with the right outcome and evidence, obviously. But also consider what type of customer it involves and how they compare with the audience you want to target. Ideally, the customer you’ve helped will have something in common with the prospective customer you want to attract.

Always think strategically. Yes, it’s important to focus on a satisfied customer and a good outcome, but how can you use these elements as effective leverage in your case study?

Lastly, but importantly, make sure you have the customer's approval if you're going to publish details about the work you've done for them. Otherwise, if you have to leave too much information out, the finished content can be too vague to appear convincing.

How to structure your case study

The name, case study, is deceptive. It sounds like it should be something a bit dry and matter of fact. Don’t fall into this trap.

In crime fiction , whether in books, films or television, the narrative usually centres on a case. Yes, it will contain evidence, but presented in such a way as to drive the story forward and suck you into the plot.

Bear this in mind when you structure your case study.

Here are the four chief elements:

What does a crime story begin with? A crime. Similarly, start your tech case study by outlining the problem.

What was the issue that your client was looking to solve? Look for the most dramatic angle here. If, for example, they needed an app to make certain processes more efficient, what were the consequences of not having this?

Were they losing their market share to competitors, or finding their margins eroding?

Next is the discovery stage. The detective work. How did you investigate the issue? What insights did this investigation provide?

This stuff is vital because it demonstrates your methodology and how you empathise with your customers.

Then you come to the solution. What did you develop that would solve the customer’s problem? How did you do it and were there any obstacles you needed to overcome?

Obstacles are good for adding drama to the narrative. Think back to the detective story comparison. There's always a degree of uncertainty and jeopardy that the protagonist experiences while solving the case.

Finally, there's the outcome. Ideally, you need more than a satisfied customer here. You want this to be something that resonates. Did your solution save them money, or enable them to invest in fresh talent or equipment? How did it improve their standing in the marketplace?

The outcome and legacy provide proof of the effectiveness of your product or service.

Making your case study more dramatic

There are plenty of examples of successful films that begin with the ending . Some screenwriters favour this approach because it provides an instant hook for the viewer. It also builds anticipation from the outset.

You can apply this structure to a case study:

• How company x became a market leader in y
• How this app helped company x save thousands in lost revenue
• Why company x has been able to invest in tech apprenticeships.

Begin with the legacy, even including it in the title of your case study. Then go back to the beginning to explain the problem and how you helped your customer overcome it.

How important is data?

Including data adds meat to the bones of your case study.

If you can provide figures to show how much money your tech solution has saved a customer, for example, then this offers excellent supporting evidence.

Where you can run into difficulties is if the customer doesn’t want to reveal this information.

Confidentiality is crucial for some companies, but it doesn’t have to hamper your case study.

Remember, if you can't publish figures, you shouldn’t over-compensate by padding out the story.

You can still make the business case for your solution, and for many prospects, this will still be highly relatable. Always highlight the problem and shape it in terms that have an appeal beyond the specific customer you helped.

Why should you include testimonials?

Quotes from the customer add an extra element of proof to your case study.

Providing you select these carefully, they can also help the reader empathise more strongly with the customer and their issues.

This is a critical aspect of writing a tech case study. You want the reader to see things from the customer’s viewpoint. Ultimately, they should see how you could help them in the same way you've helped the customer in the case study.

Try to encourage your customer to give testimonials that have some detail and go beyond stating how good you’ve been. You don’t want them to come across as vanity elements that detract from the credibility of your case study.

Your call to action

This is the bit where you step out of the narrative and address your audience directly.

Once you’ve gone to the effort of piecing together your case study, you must maximise its effectiveness.

You can’t do this unless you’re clear about what you want your reader to do once they’ve read it.

It provides a natural end to your story but should plant the seed of suggestion in the minds of your audience that they can find out more about your work and how it might benefit them.

Be bold, and consider adding a call to action earlier in the case study, after your introductory paragraphs.

Your case study shouldn’t be simply a routine piece of content, but something that will support you strategically. Writing it requires a considered, professional approach to maximise its impact.

How can you transform your content into effective tools for marketing and brand building? Talk to the Prize Content team.

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10 B2B Case Study Examples to Inspire Your Next Customer Success Story

• October 24, 2023

Case studies, also known as customer stories, are valuable content assets for attracting new customers and showing your expertise in a competitive market.

The more case studies you have, the simpler it gets for your customers to make decisions.

Case studies provide a firsthand experience of what it’s like to use your product or service, and it can give an “Aha!” moment to potential customers.

While product demos and white papers are great for generating leads, their use is limited to highlighting product features. 

On the other hand, case studies showcase the transformation a business has undergone while using your product.

A case study offers potential customers a glimpse of the positive changes they can expect, which is more compelling than simply showcasing your product or service’s excellence.

• Customer mission should be given at the beginning
• Follow up about specifics and metrics
• Use quotes from their side to highlight
• Work out the biggest benefits of your offering and make reference to them
• Make sure your success story follows a brief and logical story structure

In this article, we’ll review 10 examples of outstanding case studies that have collectively helped secure millions in new client business. Let’s get started.

What Is A Case Study?

In simple terms, a case study highlights how a product or service has helped a business solve a problem, achieve a goal, or make its operations easier. 

In many ways, it’s a glorified and stretched-out client testimonial that introduces you to the problem that the customer is facing and the solution that the product has helped deliver. 

Case studies are invaluable assets for B2B SaaS, where sales cycles tend to get lengthy and costly. They’re a one-time investment that showcases your product’s features and benefits in rooms your sales team can’t be in. 

What Makes A Good Case Study? 

There is no one-size-fits approach to a good case study. 

Some case studies work better as long, prose-forward, and story-driven blog posts. Whereas some are better as quick and fast-fact content that doesn’t add to the chatter but gets straight to the point. 

Here are some of the tenets of good case studies:

• Product-Led : Focuses on showcasing the product as the solution to a specific problem or challenge.
• Timely : Addresses the current issues or trends relevant to the business’s ideal customer profile (ICP) . 
• Well-structured: Follows a clear, organized format with easily digestible writing style and synthesis. 
• Story-driven: Tells a compelling and relatable story that puts the reader in the customer’s shoes. 

Case studies must tell the customer’s story regardless of style or content density.

Other than that, visuals in case studies are powerful in increasing conversion rates, by providing real evidence and taking attention.

Companies can also use their website, social media, and newsletters to promote case studies and increase visibility.

Below, we have ten diverse case study examples that embody these principles. 

B2B Case Study Template from Our Team

We will share great and proven B2B case study examples that you can get inspired by in the following section, but before that, let’s take a look at an easy and effective template from our team.

10 Best B2B Case Study Examples To Take Inspiration From

Plaid is a fintech company specializing in equipping users with a secure platform to connect their bank details to online applications. Addressing the pressing concern of financial security, Plaid leverages compelling case studies to showcase the remarkable transformations their clients experience.

Take Plaid’s case study of Betterment, for example. 

The study begins by stating the goal that the customer is trying to achieve, which is to “onboard new users and drive engagement.” Right next to the goal is company details, and followed below is a singular problem and its solution.

The case study continues by keeping the business’ desired result front and center and offers a generous outlook on the SaaS business.

The core process of how Plaid helps Betterment is cleanly laid out, which is a brief version of a ten-page white paper. 

What follows are several benefits that Plaid offered to Betterment. 

Plaid’s subtle yet effective product integration and clear, well-organized process make it simple for customers facing similar challenges to envision the solution.

2. SalesHandy

SalesHandy is an email automation software that personalizes high-volume cold emails. The company heroes client success stories for its case studies and opens the heading with their wins. 

Check out this B2B case study example from Sedin’s case study published by SalesHandy.

Readers need context, and case studies should always begin by outlining the exact problems their product or platform aims to solve. 

Here, SalesHandy expertly introduces us to Sedin’s use case and the challenges that the business is facing.

After a lengthy context, the case study highlights Sedin’s core challenge in the words of its personnel. 

This personable approach ropes readers in and lets them empathize with Sedin’s challenges. 

With a single scroll in, SalesHandy lays out the solutions to Sedin’s core challenges and integrates its product. 

This highly detailed case study covers all corners and includes the exceptional results achieved in record time. SalesHandy closes the study with a word from the character already introduced to the readers. 

SalesHandy doesn’t shy away from giving a detailed account of its process, which is crucial for highly technical products and enterprise packages that involve multiple decision-makers. 

B2B Case studies, first and foremost, should be written in a language that your ICP understands. 

Playvox is a customer service platform that helps businesses streamline business operations. 

This industry-specific case study of Sweaty Betty by Playvox addresses unique challenges within a niche industry, such as account assessment times for retail and online shops. 

The case study starts with the results it achieved for Sweaty Betty. 

The case study follows a straightforward, albeit impactful, challenges-solution-results format as we scroll down. 

But instead of listing out solutions in bullet points, Playvox uses customer voice to present the transformation that Sweaty Betty went through. 

With this formatting, Playvox doesn’t have to tout the platform’s usefulness. Sweaty Betty is doing it for them. 

4. Base Search Marketing

We promised diverse case studies, and here is a stellar B2B case study example of a single deck case study of Shine Cosmetics by Base Search Marketing.  

Base Search Marketing is a boutique link-building and SEO agency that works with startups and mid-level businesses. 

This case study, which can be reviewed as a brochure, gives you an overview of the customer and lays out the challenges that the business is facing. 

You’ll notice how the study uses the CEO’s quote to mention a pretty universal problem that most startups face: “limited resources.”

By highlighting the results in the left tab and laying out the process on the right side, this case study does a masterful job of covering all corners and telling a desirable customer success story.

Another approachable form of case study is slide decks, which you can present in boardrooms and meetings and act as a sales pitch. 

Loganix nails it with its case study deck for rankings.io. 

If you have a complicated product or service requiring an in-depth explanation, then using this format would be a great option. 

The solution, stated in simple bullet points, drives the message home.

Fewer words. Cleaner decks.

Using this methodology lets the audience walk through the case study with visuals, bullet points, and concise text. 

6. CoSchedule

CoSchedule is a SaaS leader in the social media space, and this Outcome-led Case Study proves just why it is so good at capturing the markets.

The study kicks off with a result-forward headline, piquing the interest of readers who are interested in getting similar outcomes. 

There’s much to appreciate in this succinctly written case study, but the headlines get our attention and hold it.

With every scroll, results are presented to you in the form of graphs, quotes, and visuals. 

The study ends with a quote from the customer, which repeats the outcome stated in the headline. 

Leading remote teams is a challenge that numerous teams will face moving forward. CoSchedule makes operations easy for these teams, and it doesn’t shy away from stating just how through its case study. 

7. Wizehire

Case studies have evolved from lengthy blocks of text confined to PDFs to a new digital era emphasizing impact over verbosity.

Wizehire’s succinct case study is a prime example of this shift. It uses fewer words to create a powerful impression.

From the very first page, the case study introduces us to Kris, the customer and central figure of the story. Without the need for extensive scrolling, we quickly grasp vital details about Kris: his role, employee turnover, location, and industry. 

In the second slide, we are immediately taken to the solution that Kris got by working with Wizehire. 

The case study ends with a passionate testimonial from Kris, who deeply believes in Wizehire. 

The case study has less than 300 words, enough for local entrepreneurs like Kris Morales, who want to hire talent but don’t have the resources for proper vetting and training. Until, of course, Wizehire comes along. 

8. FreshBooks

When a reader can see themselves in a case study, it takes them one step closer to wanting to try the product.

This case study by Freshbooks uses a beautiful personal story of an emerging entrepreneur. 

Using a deeply personal story, the study appeals to people who are just starting and aren’t accountants but suddenly have to deal with employee invoices and a dozen other bills. 

The text progresses in an interview-style study, with the customer taking the mic and illustrating the challenges that startups and small businesses face. 

This style works because readers crave insights directly from customers. Getting authentic testimonials is becoming increasingly challenging. Well-crafted case studies can be valuable substitutes, provided they seem realistic and from the heart. 

Featuring quotes or testimonials from satisfied customers throughout the case study adds to its credibility and authenticity. Just like this testimonial Case Study by Slack .

Slack is a giant in the realm of digital communication, with more than 20 million active users worldwide. However, it is tough to break into the market of group communications. After all, Slack competes with both WhatsApp and Microsoft Team regarding market share. 

To level the playing field, Slack features case studies from top entrepreneurs and market players who have been served well by it. 

Its case studies are laden with personal stories about how the platform boosts productivity. 

At the same time, the software also plugs in the “try for free” banner to make sure that customers are aware of the inexpensive nature of the software.

It’s not easy to get such detailed testimonies from the C-suite, but when you’re Slack, businesses tend to make an exception. 

Some case studies are based on highly niche subjects, where nothing is at the top of the funnel. Kosli nails it with this highly technical case study of Firi.

Technical case studies are designed for niche audiences who are already aware of the problems that the software can solve. Case studies like these are clean and smart and come with solutions that have a counterpart solution. 

There is absolutely no fluff and nothing that can be a reason for C-suite executives to bounce from. 

It’s full of information-packed pages designed to hook the reader in and present the tool as a formidable solution to their problem. 

You’ll notice how they weave Kosli through the entire case study, and the first-person report comes from the customer. 

B2B Case Study Examples In Short

In the B2B SaaS industry, converting new leads and securing new business has become increasingly challenging. In this landscape, impactful content assets such as case studies and customer stories are sometimes the only things moving the needle. 

Crafting a compelling customer story empowers brands to enable potential customers to engage directly .

🚀 Customer stories evoke empathy from buyers

🤝 Customer stories help build up your relationships with vocal brand advocates

⬇️ Customer stories lower your prospects’ information cost

Once you’ve determined the most effective way to convey information that resonates with your leads, you can collaborate with your content and design teams to create impactful case studies to generate new business and prove your expertise and experience in the market. 

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Blog Graphic Design 15+ Case Study Examples for Business, Marketing & Sales

15+ Case Study Examples for Business, Marketing & Sales

Written by: Alice Corner Jan 12, 2023

Have you ever bought something — within the last 10 years or so — without reading its reviews or without a recommendation or prior experience of using it?

If the answer is no — or at least, rarely — you get my point.

Positive reviews matter for selling to regular customers, and for B2B or SaaS businesses, detailed case studies are important too.

Wondering how to craft a compelling case study ? No worries—I’ve got you covered with 15 marketing case study templates , helpful tips, and examples to ensure your case study converts effectively.

Click to jump ahead:

What is a case study?

What to include in a professional case study, business case study examples, simple case study examples, marketing case study examples, sales case study examples.

• Case study FAQs

A case study is an in-depth, detailed analysis of a specific real-world situation. For example, a case study can be about an individual, group, event, organization, or phenomenon. The purpose of a case study is to understand its complexities and gain insights into a particular instance or situation.

In the context of a business, however, case studies take customer success stories and explore how they use your product to help them achieve their business goals.

As well as being valuable marketing tools , case studies are a good way to evaluate your product as it allows you to objectively examine how others are using it.

It’s also a good way to interview your customers about why they work with you.

Related: What is a Case Study? [+6 Types of Case Studies]

A professional case study showcases how your product or services helped potential clients achieve their business goals. You can also create case studies of internal, successful marketing projects. A professional case study typically includes:

• Company background and history
• The challenge
• How you helped
• Specific actions taken
• Visuals or Data
• Client testimonials

Here’s an example of a case study template:

Whether you’re a B2B or B2C company, business case studies can be a powerful resource to help with your sales, marketing, and even internal departmental awareness.

Business and business management case studies should encompass strategic insights alongside anecdotal and qualitative findings, like in the business case study examples below.

Conduct a B2B case study by researching the company holistically

When it comes to writing a case study, make sure you approach the company holistically and analyze everything from their social media to their sales.

Think about every avenue your product or service has been of use to your case study company, and ask them about the impact this has had on their wider company goals.

In business case study examples like the one above, we can see that the company has been thought about holistically simply by the use of icons.

By combining social media icons with icons that show in-person communication we know that this is a well-researched and thorough case study.

This case study report example could also be used within an annual or end-of-year report.

Highlight the key takeaway from your marketing case study

To create a compelling case study, identify the key takeaways from your research. Use catchy language to sum up this information in a sentence, and present this sentence at the top of your page.

This is “at a glance” information and it allows people to gain a top-level understanding of the content immediately. 

You can use a large, bold, contrasting font to help this information stand out from the page and provide interest.

Learn  how to choose fonts  effectively with our Venngage guide and once you’ve done that.

Upload your fonts and  brand colors  to Venngage using the  My Brand Kit  tool and see them automatically applied to your designs.

The heading is the ideal place to put the most impactful information, as this is the first thing that people will read.

In this example, the stat of “Increase[d] lead quality by 90%” is used as the header. It makes customers want to read more to find out how exactly lead quality was increased by such a massive amount.

If you’re conducting an in-person interview, you could highlight a direct quote or insight provided by your interview subject.

Pick out a catchy sentence or phrase, or the key piece of information your interview subject provided and use that as a way to draw a potential customer in.

Use charts to visualize data in your business case studies

Charts are an excellent way to visualize data and to bring statistics and information to life. Charts make information easier to understand and to illustrate trends or patterns.

Making charts is even easier with Venngage.

In this consulting case study example, we can see that a chart has been used to demonstrate the difference in lead value within the Lead Elves case study.

Adding a chart here helps break up the information and add visual value to the case study. 

Using charts in your case study can also be useful if you’re creating a project management case study.

You could use a Gantt chart or a project timeline to show how you have managed the project successfully.

Use direct quotes to build trust in your marketing case study

To add an extra layer of authenticity you can include a direct quote from your customer within your case study.

According to research from Nielsen , 92% of people will trust a recommendation from a peer and 70% trust recommendations even if they’re from somebody they don’t know.

So if you have a customer or client who can’t stop singing your praises, make sure you get a direct quote from them and include it in your case study.

You can either lift part of the conversation or interview, or you can specifically request a quote. Make sure to ask for permission before using the quote.

This design uses a bright contrasting speech bubble to show that it includes a direct quote, and helps the quote stand out from the rest of the text.

This will help draw the customer’s attention directly to the quote, in turn influencing them to use your product or service.

Less is often more, and this is especially true when it comes to creating designs. Whilst you want to create a professional-looking, well-written and design case study – there’s no need to overcomplicate things.

These simple case study examples show that smart clean designs and informative content can be an effective way to showcase your successes.

Use colors and fonts to create a professional-looking case study

Business case studies shouldn’t be boring. In fact, they should be beautifully and professionally designed.

This means the normal rules of design apply. Use fonts, colors, and icons to create an interesting and visually appealing case study.

In this case study example, we can see how multiple fonts have been used to help differentiate between the headers and content, as well as complementary colors and eye-catching icons.

Marketing case studies are incredibly useful for showing your marketing successes. Every successful marketing campaign relies on influencing a consumer’s behavior, and a great case study can be a great way to spotlight your biggest wins.

In the marketing case study examples below, a variety of designs and techniques to create impactful and effective case studies.

Show off impressive results with a bold marketing case study

Case studies are meant to show off your successes, so make sure you feature your positive results prominently. Using bold and bright colors as well as contrasting shapes, large bold fonts, and simple icons is a great way to highlight your wins.

In well-written case study examples like the one below, the big wins are highlighted on the second page with a bright orange color and are highlighted in circles.

Making the important data stand out is especially important when attracting a prospective customer with marketing case studies.

Use a simple but clear layout in your case study

Using a simple layout in your case study can be incredibly effective, like in the example of a case study below.

Keeping a clean white background, and using slim lines to help separate the sections is an easy way to format your case study.

Making the information clear helps draw attention to the important results, and it helps improve the  accessibility of the design .

Business case study examples like this would sit nicely within a larger report, with a consistent layout throughout.

Use visuals and icons to create an engaging and branded business case study

Nobody wants to read pages and pages of text — and that’s why Venngage wants to help you communicate your ideas visually.

Using icons, graphics, photos, or patterns helps create a much more engaging design. 

With this Blue Cap case study icons, colors, and impactful pattern designs have been used to create an engaging design that catches your eye.

Use a monochromatic color palette to create a professional and clean case study

Let your research shine by using a monochromatic and minimalistic color palette.

By sticking to one color, and leaving lots of blank space you can ensure your design doesn’t distract a potential customer from your case study content.

In this case study on Polygon Media, the design is simple and professional, and the layout allows the prospective customer to follow the flow of information.

The gradient effect on the left-hand column helps break up the white background and adds an interesting visual effect.

Did you know you can generate an accessible color palette with Venngage? Try our free accessible color palette generator today and create a case study that delivers and looks pleasant to the eye:

Add long term goals in your case study

When creating a case study it’s a great idea to look at both the short term and the long term goals of the company to gain the best understanding possible of the insights they provide.

Short-term goals will be what the company or person hopes to achieve in the next few months, and long-term goals are what the company hopes to achieve in the next few years.

Check out this modern pattern design example of a case study below:

In this case study example, the short and long-term goals are clearly distinguished by light blue boxes and placed side by side so that they are easy to compare.

Use a strong introductory paragraph to outline the overall strategy and goals before outlining the specific short-term and long-term goals to help with clarity.

This strategy can also be handy when creating a consulting case study.

Use data to make concrete points about your sales and successes

When conducting any sort of research stats, facts, and figures are like gold dust (aka, really valuable).

Being able to quantify your findings is important to help understand the information fully. Saying sales increased 10% is much more effective than saying sales increased.

While sales dashboards generally tend it make it all about the numbers and charts, in sales case study examples, like this one, the key data and findings can be presented with icons. This contributes to the potential customer’s better understanding of the report.

They can clearly comprehend the information and it shows that the case study has been well researched.

Use emotive, persuasive, or action based language in your marketing case study

Create a compelling case study by using emotive, persuasive and action-based language when customizing your case study template.

In this well-written case study example, we can see that phrases such as “Results that Speak Volumes” and “Drive Sales” have been used.

Using persuasive language like you would in a blog post. It helps inspire potential customers to take action now.

Keep your potential customers in mind when creating a customer case study for marketing

82% of marketers use case studies in their marketing  because it’s such an effective tool to help quickly gain customers’ trust and to showcase the potential of your product.

Why are case studies such an important tool in content marketing?

By writing a case study you’re telling potential customers that they can trust you because you’re showing them that other people do.

Not only that, but if you have a SaaS product, business case studies are a great way to show how other people are effectively using your product in their company.

In this case study, Network is demonstrating how their product has been used by Vortex Co. with great success; instantly showing other potential customers that their tool works and is worth using.

Related: 10+ Case Study Infographic Templates That Convert

Case studies are particularly effective as a sales technique.

A sales case study is like an extended customer testimonial, not only sharing opinions of your product – but showcasing the results you helped your customer achieve.

Make impactful statistics pop in your sales case study

Writing a case study doesn’t mean using text as the only medium for sharing results.

You should use icons to highlight areas of your research that are particularly interesting or relevant, like in this example of a case study:

Icons are a great way to help summarize information quickly and can act as visual cues to help draw the customer’s attention to certain areas of the page.

In some of the business case study examples above, icons are used to represent the impressive areas of growth and are presented in a way that grabs your attention.

Use high contrast shapes and colors to draw attention to key information in your sales case study

Help the key information stand out within your case study by using high contrast shapes and colors.

Use a complementary or contrasting color, or use a shape such as a rectangle or a circle for maximum impact.

This design has used dark blue rectangles to help separate the information and make it easier to read.

Coupled with icons and strong statistics, this information stands out on the page and is easily digestible and retainable for a potential customer.

Case study examples summary

Once you have created your case study, it’s best practice to update your examples on a regular basis to include up-to-date statistics, data, and information.

You should update your business case study examples often if you are sharing them on your website .

It’s also important that your case study sits within your brand guidelines – find out how Venngage’s My Brand Kit tool can help you create consistently branded case study templates.

Case studies are important marketing tools – but they shouldn’t be the only tool in your toolbox. Content marketing is also a valuable way to earn consumer trust.

Case study FAQ s

Why should you write a case study.

Case studies are an effective marketing technique to engage potential customers and help build trust.

By producing case studies featuring your current clients or customers, you are showcasing how your tool or product can be used. You’re also showing that other people endorse your product.

In addition to being a good way to gather positive testimonials from existing customers, business case studies are good educational resources and can be shared amongst your company or team, and used as a reference for future projects.

How should you write a case study?

To create a great case study, you should think strategically. The first step, before starting your case study research, is to think about what you aim to learn or what you aim to prove.

You might be aiming to learn how a company makes sales or develops a new product. If this is the case, base your questions around this.

You can learn more about writing a case study  from our extensive guide.

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

Some good questions you could ask would be:

• Why do you use our tool or service?
• How often do you use our tool or service?
• What does the process of using our product look like to you?
• If our product didn’t exist, what would you be doing instead?
• What is the number one benefit you’ve found from using our tool?

You might also enjoy:

• 12 Essential Consulting Templates For Marketing, Planning and Branding
• Best Marketing Strategies for Consultants and Freelancers in 2019 [Study + Infographic]

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FINTECH EXPLAINED

Links to Companies Analyzed in Fintech Explained

Adyen ’s market multiples of comparable companies

Innovations by Alipay    in payments

Amazon’s path into financial services

Ant Group and Tencent’s multi-sided platforms

Apple’s partnering with incumbents

Bitcoin’s solution to the double-spend problem and price volatility

Credit Karma’s $7 billion multi-sided platform

The DAO Hack questions the immutability of blockchains

Ethereum’s vision and dominance of DeFi

Facebook’s troubles with regulators

Rise and fall of the FTX cryptoexchange

Funding Circle’s financial ratios and performance in online lending

Goldman Sachs’ entry into consumer banking with Marcus

Google’s struggle to find product-market fit

JPMorgan’s value drivers and valuation in traditional banking

Kickstarter’s mission to bring creative projects to life

Lendified’s use of artificial intelligence (AI)

LendingClub’s marketplace lending platform

LUNA’s unstable stablecoin TerraUSD

MakerDAO and Curve Finance’s use-cases

Moven’s   personal finance apps

Nubank building Latin America’s sixth largest bank

Innovations by   Octopus in payments

Paytm’s business model and monetization strategy

R3 Corda’s Permission DLT for regulated financial services

Ripple XRP’s search for a use-case

Robinhood’s commission-free trading for retail

  Sensibill ’s   personal finance apps

SoFi’s evolution from P2P lender to full-service bank

  Tencent’s multi-sided platform

Vanguard’s move into robo-advice

Innovations by Vodafone's  M-Pesa  in payments

Wealthfront’s sophisticated, low-cost financial advice

Robo-advisor Wealthsimple’s seed-stage pitch to angel investors

Wise Financial’s pain point and market opportunity in payments

Innovations by  WorldRemit  in payments

Zhong An, China’s online-only insurance company

47 case interview examples (from McKinsey, BCG, Bain, etc.)

One of the best ways to prepare for   case interviews  at firms like McKinsey, BCG, or Bain, is by studying case interview examples. 

There are a lot of free sample cases out there, but it's really hard to know where to start. So in this article, we have listed all the best free case examples available, in one place.

The below list of resources includes interactive case interview samples provided by consulting firms, video case interview demonstrations, case books, and materials developed by the team here at IGotAnOffer. Let's continue to the list.

• McKinsey examples
• BCG examples
• Bain examples
• Deloitte examples
• Other firms' examples
• Case books from consulting clubs
• Case interview preparation

Click here to practise 1-on-1 with MBB ex-interviewers

1. mckinsey case interview examples.

• Beautify case interview (McKinsey website)
• Diconsa case interview (McKinsey website)
• Electro-light case interview (McKinsey website)
• GlobaPharm case interview (McKinsey website)
• National Education case interview (McKinsey website)
• Talbot Trucks case interview (McKinsey website)
• Shops Corporation case interview (McKinsey website)
• Conservation Forever case interview (McKinsey website)
• McKinsey case interview guide (by IGotAnOffer)
• Profitability case with ex-McKinsey manager (by IGotAnOffer)
• McKinsey live case interview extract (by IGotAnOffer) - See below

2. BCG case interview examples

• Foods Inc and GenCo case samples  (BCG website)
• Chateau Boomerang written case interview  (BCG website)
• BCG case interview guide (by IGotAnOffer)
• Written cases guide (by IGotAnOffer)
• BCG live case interview with notes (by IGotAnOffer)
• BCG mock case interview with ex-BCG associate director - Public sector case (by IGotAnOffer)
• BCG mock case interview: Revenue problem case (by IGotAnOffer) - See below

3. Bain case interview examples

• CoffeeCo practice case (Bain website)
• FashionCo practice case (Bain website)
• Associate Consultant mock interview video (Bain website)
• Consultant mock interview video (Bain website)
• Written case interview tips (Bain website)
• Bain case interview guide   (by IGotAnOffer)
• Digital transformation case with ex-Bain consultant
• Bain case mock interview with ex-Bain manager (below)

4. Deloitte case interview examples

• Engagement Strategy practice case (Deloitte website)
• Recreation Unlimited practice case (Deloitte website)
• Strategic Vision practice case (Deloitte website)
• Retail Strategy practice case  (Deloitte website)
• Finance Strategy practice case  (Deloitte website)
• Talent Management practice case (Deloitte website)
• Enterprise Resource Management practice case (Deloitte website)
• Footloose written case  (by Deloitte)
• Deloitte case interview guide (by IGotAnOffer)

5. Accenture case interview examples

• Case interview workbook (by Accenture)
• Accenture case interview guide (by IGotAnOffer)

6. OC&C case interview examples

• Leisure Club case example (by OC&C)
• Imported Spirits case example (by OC&C)

7. Oliver Wyman case interview examples

• Wumbleworld case sample (Oliver Wyman website)
• Aqualine case sample (Oliver Wyman website)
• Oliver Wyman case interview guide (by IGotAnOffer)

8. A.T. Kearney case interview examples

• Promotion planning case question (A.T. Kearney website)
• Consulting case book and examples (by A.T. Kearney)
• AT Kearney case interview guide (by IGotAnOffer)

9. Strategy& / PWC case interview examples

• Presentation overview with sample questions (by Strategy& / PWC)
• Strategy& / PWC case interview guide (by IGotAnOffer)

10. L.E.K. Consulting case interview examples

• Case interview example video walkthrough   (L.E.K. website)
• Market sizing case example video walkthrough  (L.E.K. website)

11. Roland Berger case interview examples

• Transit oriented development case webinar part 1  (Roland Berger website)
• Transit oriented development case webinar part 2   (Roland Berger website)
• 3D printed hip implants case webinar part 1   (Roland Berger website)
• 3D printed hip implants case webinar part 2   (Roland Berger website)
• Roland Berger case interview guide   (by IGotAnOffer)

12. Capital One case interview examples

• Case interview example video walkthrough  (Capital One website)
• Capital One case interview guide (by IGotAnOffer)

12. EY Parthenon case interview examples

• Candidate-led case example with feedback (by IGotAnOffer)

14. Consulting clubs case interview examples

• Berkeley case book (2006)
• Columbia case book (2006)
• Darden case book (2012)
• Darden case book (2018)
• Duke case book (2010)
• Duke case book (2014)
• ESADE case book (2011)
• Goizueta case book (2006)
• Illinois case book (2015)
• LBS case book (2006)
• MIT case book (2001)
• Notre Dame case book (2017)
• Ross case book (2010)
• Wharton case book (2010)

Practice with experts

Using case interview examples is a key part of your interview preparation, but it isn’t enough.

At some point you’ll want to practise with friends or family who can give some useful feedback. However, if you really want the best possible preparation for your case interview, you'll also want to work with ex-consultants who have experience running interviews at McKinsey, Bain, BCG, etc.

If you know anyone who fits that description, fantastic! But for most of us, it's tough to find the right connections to make this happen. And it might also be difficult to practice multiple hours with that person unless you know them really well.

Here's the good news. We've already made the connections for you. We’ve created a coaching service where you can do mock case interviews 1-on-1 with ex-interviewers from MBB firms . Start scheduling sessions today!

Related articles:

Hacking the Case Interview

If you’re interviewing with technology consulting firms, such as Accenture or Cognizant , you will almost definitely be given a few technology case interviews during the interview process. To successfully land a technology consulting job offer, you’ll have to nail each and every case interview.

While technology case interviews may seem intimidating and challenging, they can be consistently solved with the right strategies and practice. In this article, we’ll cover:

• What is a technology case interview?
• The 6 steps to solve any technology case
• Technology case interview frameworks
• 7 technology case interview examples to practice
• Recommended technology case interview resources

If you’re looking for a step-by-step shortcut to learn case interviews quickly, enroll in our case interview course . These insider strategies from a former Bain interviewer helped 30,000+ land consulting offers while saving hundreds of hours of prep time.

What is a Technology Consulting Case Interview?

Technology consulting is a specialized type of consulting that focuses on helping companies use technology better to be more productive and profitable. Just as with any consulting firm, technology consulting firms use case interviews to identify candidates that have the potential to become great consultants.

As you would expect, technology consulting case interviews focus on business problems that center around a company’s use of technology. Technology cases place you in a hypothetical business situation in which you will work with the interviewer to develop a recommendation or solution to a technology problem.

Types of business situations that you could expect to see in technology consulting cases include:

• Deciding whether a company should buy or build a particular technology solution
• Deciding which vendor a company should partner with for their technology solution
• Deciding whether a company should develop technology in-house or outsource development elsewhere
• Determining whether outsourcing of technology should be done onshore or offshore

Technology consulting firms use case interviews because they assess a variety of different qualities and traits in just a 20- to 30-minute exercise. There are five major qualities that technology case interviews assess:

Logical, structured thinking : Can you structure complex problems in a clear, simple way? Can you use logic and reason to make appropriate conclusions?

Analytical problem solving : Can you read and interpret data well? Can you conduct the right analyses to draw the right conclusions?

Business acumen : Do you have a basic understanding of fundamental business and technology concepts? Do your recommendations make sense from a feasibility perspective?

Communication skills : Can you communicate in a clear, concise way? Are you articulate in what you are saying?

Personality and cultural fit : Are you coachable and easy to work with? Are you pleasant to be around?

The 6 Steps to Solve Any Technology Case Interview

The approach to solving technology consulting cases is generally the same as traditional case interviews. Generally, you’ll want to follow these six steps.

1. Understand the case

Your technology case interview will begin with the interviewer giving you the case background information. While the interviewer is speaking, make sure that you are taking meticulous notes on the most important pieces of information. Focus on understanding the context of the situation and the objective of the case.

Don’t be afraid to ask clarifying questions if you do not understand something. You may want to summarize the case background information back to the interviewer to confirm your understanding of the case.

The most important part of this step is to verify the objective of the case. Not answering the right business question is the quickest way to fail a case interview.

2. Structure the problem

The next step is to develop a framework to help you solve the case. A framework is a tool that helps you structure and break down complex problems into smaller, more manageable components. Another way to think about frameworks is brainstorming different ideas and organizing them into different categories.

Before you start developing your framework, it is completely acceptable to ask the interviewer for a few minutes so that you can collect your thoughts and think about the problem.

Once you have identified the major issues or areas that you need to explore, walk the interviewer through your framework. They may ask a few questions or provide some feedback.

For a complete guide on how to create tailored and unique frameworks for each case, check out our article on case interview frameworks .

3. Kick off the case

Once you have finished presenting your framework, you’ll start diving into different areas of your framework to begin solving the case. How this process will start depends on whether the case interview is candidate-led or interviewer-led .

If the case interview is a candidate-led case, you’ll be expected to propose what area of your framework to start investigating. So, propose an area and provide a reason for why you want to start with that area. There is generally no right or wrong area of your framework to pick first.

If the case interview is interviewer-led, the interviewer will tell you what area of the framework to start in or directly give you a question to answer.

4. Solve quantitative problems

Technology cases typically have some quantitative aspect to them. For example, you may be asked to calculate a certain profitability or financial metric.

The key to solving quantitative problems is to lay out a structure or approach upfront with the interviewer before doing any math calculations. If you lay out and present your structure to solve the quantitative problem and the interviewer approves of it, the rest of the problem is simple execution of math.

5. Answer qualitative questions

Technology case interviews will also typically have qualitative aspects to them. You may be asked to brainstorm a list of potential ideas. You could also be asked to provide your opinion on a particular business issue or situation.

The key to answering qualitative questions is to structure your answer. When brainstorming a list of ideas, develop a structure to help you neatly categorize all of your ideas. When giving your opinion on a business issue or situation, provide a summary of your stance or position and then enumerate the reasons that support it.

6. Deliver a recommendation

In the last step of the tech case interview, you’ll present your recommendation and provide the major reasons that support it. You do not need to recap everything that you have done in the case, so focus on only summarizing the facts that are most important.

It is also good practice to include potential next steps that you would take if you had more time or data. These can be areas of your framework that you did not have time to explore or lingering questions that you do not have great answers for.

Technology Case Interview Frameworks

While the approach to solving technology case interviews is typically the same as traditional case interviews, there are some frameworks you should be familiar with that are specific to technology issues.

Some of these frameworks are more technical than others.

Generally, if you have a strong IT or technology background and are interviewing for a more senior role, you should expect your technology case interviews to be more technical. However, if you are interviewing for an entry level technology consulting role, you’ll likely not need to know many of these frameworks.

PPT Framework

The PPT framework stands for people, process, and technology. These are the three components that are necessary for organizational transformation and management. To achieve organizational efficiency, a company needs to have all three of these components streamlined.

People : Do employees have the right skills, experience, and attitude for the job? Do they have clear roles and responsibilities? Does the project have buy-in from the right people?

Process : Are the right processes in place? Are these processes run smoothly and efficiently? Are there potential bottlenecks or roadblocks?

Technology : Are the right technologies being used? Are these technologies being used to their maximum potential?

Factors to Evaluate Technology Framework

Often, you’ll need to use a framework to evaluate different pieces of technology or different potential technology vendors to work with. One of the most common ways of doing this is by assessing each option on the basis of the following three factors.

Ability to meet requirements : Does the technology or vendor satisfy all of the requirements?

Cost of project : What is the fully-loaded cost of the project? Do the costs meet the designated budget?

Time to launch : How long will it take to launch and implement the solution? Does this timeline satisfy goals and expectations?

ITIL Framework

ITIL stands for Information Technology Infrastructure Library. It is the first of our more technical frameworks for technology case interviews.

The ITIL framework is one of the most widely used approaches for managing IT services. IT services use the ITIL framework to ensure that their services are delivered in a customer-focused, high-quality, and economical way.

There are five stages in the lifecycle of information technology.

Service Strategy : Decide on a strategy to serve customers by starting with an assessment of customer needs and the market place. Determine which services the IT organization should offer and what capabilities need to be developed.

Service Design : Design new IT services, which includes making changes and improvements to existing services.

Service Transition : Build and deploy IT services. Ensure that changes to services are carried out in a coordinated way.

Service Operation : Ensure that IT services are delivered effectively and efficiently. This includes fulfilling user requests, resolving service failures, fixing problems, and carrying out routine operational tasks.

Continual Service Improvement : Learn from past successes and failures to continually improve the effectiveness and efficiency of IT processes and services.

TOGAF Framework

TOGAF stands for The Open Group Architecture Framework. It provides an approach for designing, planning, implementing, and governing an enterprise information technology architecture.

TOGAF is based on four areas of specialization called architecture domains:

Business architecture : The business strategy, governance, organization, and key business processes of the organization

Data architecture : The structure of an organization’s logical and physical data assets and the associated data management resources

Applications architecture : The blueprint for the individual systems to be deployed, the interactions between application systems, and their relationships to the core business processes of the organization

Technical architecture : The hardware, software, and network infrastructure needed to support the deployment of core and mission-critical applications

CMMI Framework

CMMI stands for Capability Maturity Model Integration and is used to guide process improvement across a project, division, or entire organization. CMMI defines five maturity levels for processes.

Level 1: Initial : Processes are unpredictable, poorly controlled, and reactive.

Level 2: Managed : Processes are characterized for projects and are often reactive.

Level 3: Defined : Processes are characterized for the organization and are proactive.

Level 4: Quantitatively Managed : Processes are measured and controlled.

Level 5: Optimizing : Processes are not only measured and controlled, but also focused on process improvement.

Technology Case Interview Examples

There are much fewer technology practice cases available online compared to traditional case interview cases. However, Deloitte’s case interview website offers two technology consulting cases that you can work through on your own.

• MedX: The Smart Pill Bottle (business technology case)
• Architecture Strategy: Federal Finance Agency (business technology case)

For more practice, check out our article on 23 MBA consulting casebooks with 700+ free practice cases .

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Top 25 FinTech Case Studies [A Detailed Exploration] [2024]

In the dynamic realm of financial technology—often abbreviated as FinTech—groundbreaking innovations have revolutionized how we interact with money, democratizing access to myriad financial services. No longer confined to traditional banking and financial institutions, today’s consumers can easily invest, transact, and manage their finances at their fingertips. Through a deep dive into the top five FinTech case studies, this article seeks to illuminate the transformative power of financial technology. From trailblazing start-ups to industry disruptors, we will unravel how these companies have reshaped the financial landscape, offering invaluable lessons for consumers and future FinTech leaders.

Top 25 FinTech case studies [A Detailed Exploration] [2024]

Case study 1: square – democratizing payment processing.

Launched in 2009 by Twitter co-founder Jack Dorsey, Square sought to fill a gaping hole in the financial services market—accessible payment processing for small businesses. In an industry overshadowed by high costs and complexity, Square introduced a game-changing point-of-sale (POS) system, using a tiny card reader that could be plugged into a smartphone.

Key Challenges

1. High Costs: The financial burden of traditional payment systems made it difficult for small businesses to participate, affecting their growth and market reach.

2. Complexity: Legacy systems were cumbersome, requiring hefty upfront investments in specialized hardware and software, with a steep learning curve for users.

3. Limited Accessibility: Many small businesses had to resort to cash-only operations, losing potential customers who preferred card payments.

Strategies Implemented

1. User-Friendly Hardware: Square’s portable card reader was revolutionary. Easy to use and set up, it integrated seamlessly with smartphones.

2. Transparent Pricing: A flat-rate fee structure eliminates hidden costs, making budgeting more predictable for businesses.

3. Integrated Business Solutions: Square went beyond payment processing to offer additional services such as inventory management, analytics, and loans.

Results Achieved

1. Market Penetration: As of 2023, Square boasted over 4 million sellers using its platform, solidifying its market position.

2. Revenue Growth: Square achieved significant financial gains, reporting $4.68 billion in revenue in Q2 2021—a 143% year-over-year increase.

3. Product Diversification: Expanding its ecosystem, Square now offers an array of services from payroll to cryptocurrency trading through its Cash App.

Key Learnings

1. Simplicity is Key: Square’s user-centric design proved that simplifying complex processes can open new markets and encourage adoption.

2. Holistic Ecosystems: Offering integrated services can foster customer loyalty and increase lifetime value.

3. Transparency Builds Trust: A clear, straightforward fee structure can differentiate a FinTech solution in a market known for its opaqueness.

4. Accessibility: Providing easy-to-use and affordable services can empower smaller businesses, contributing to broader economic inclusion.

Related:  Important FinTech KPIs Explained

Case Study 2: Robinhood – Democratizing Investment

Founded in 2013, Robinhood burst onto the financial scene with a disruptive promise—commission-free trading. Unlike traditional brokerage firms that charged a fee for every trade, Robinhood allowed users to buy and sell stocks at no direct cost. The platform’s user-friendly interface and sleek design made it particularly appealing to millennials and Gen Z, demographics often underrepresented in the investment world.

1. High Commissions: Traditional brokerages often had fee structures that discouraged individuals, especially younger investors, from participating in the stock market.

2. Complex User Interfaces: Many existing trading platforms featured clunky, complicated interfaces that were intimidating for novice investors.

3. Limited Access: Entry-level investors often felt the investment landscape was an exclusive club beyond their financial and technical reach.

1. Commission-Free Trading: Robinhood’s flagship offering eliminated the financial barriers that commissions presented, inviting a new cohort of individual investors into the market.

2. User-Friendly Design: A sleek, intuitive interface made stock trading less intimidating, broadening the platform’s appeal.

3. Educational Resources: Robinhood provides educational content to help novice investors understand market dynamics, equipping them for more informed trading.

1. Market Disruption: Robinhood’s model has pressured traditional brokerage firms to rethink their fee structures, with several following suit by offering commission-free trades.

2. User Growth: As of 2023, Robinhood has amassed over 23.2 million users, a testament to its market penetration.

3. Public Scrutiny: Despite its success, Robinhood has not been without controversy, especially regarding its revenue model and lack of transparency. These issues have sparked widespread debate about ethical practices in fintech.

1. User-Centricity Drives Adoption: Robinhood’s easy-to-use platform illustrates that reducing friction encourages higher user engagement and diversifies the investor base.

2. Transparency is Crucial: The controversies surrounding Robinhood serve as a cautionary tale about the importance of transparent business practices in building and maintaining consumer trust.

3. Disruption Spurs Industry Change: Robinhood’s entry forced a reevaluation of longstanding industry norms, underscoring the influence a disruptive FinTech company can wield.

Case Study 3: Stripe – Simplifying Online Payments

Founded in 2010 by Irish entrepreneurs Patrick and John Collison, Stripe set out to solve a significant problem—simplifying online payments. During that time, businesses looking to accept payments online had to navigate a complex labyrinth of banking relationships, security protocols, and regulatory compliance. Stripe introduced a straightforward solution—APIs that allow businesses to handle online payments, subscriptions, and various other financial transactions with ease.

1. Complex Setup: Traditional online payment methods often require cumbersome integration and extensive documentation.

2. Security Concerns: Handling financial transactions online raised issues about data safety and compliance with financial regulations.

3. Limited Flexibility: Most pre-existing payment solutions were not adaptable to specific business needs, particularly for start-ups and SMEs.

1. Simple APIs: Stripe’s suite of APIs allowed businesses to integrate payment gateways effortlessly, removing barriers to entry for online commerce.

2. Enhanced Security: Stripe implemented robust security measures, including tokenization and SSL encryption, to protect transaction data.

3. Customization: Stripe’s modular design gave businesses the freedom to tailor the payment experience according to their specific needs.

1. Broad Adoption: Stripe’s intuitive and secure payment solutions have attracted a diverse client base, from start-ups to Fortune 500 companies.

2. Global Reach: As of 2023, Stripe operates in over 46 countries, testifying its global appeal and functionality.

3. Financial Milestone: Stripe’s valuation skyrocketed to $50 billion in 2023, making it one of the most valuable FinTech companies globally.

1. Ease of Use: Stripe’s success proves that a user-friendly, straightforward approach can go a long way in attracting a wide range of customers.

2. Security is Paramount: Handling financial data requires stringent security measures, and Stripe’s focus on secure transactions sets an industry standard.

3. Scalability and Flexibility: Providing a modular, customizable solution allows businesses to scale and adapt, increasing customer satisfaction and retention.

Related:  Benefits of Green FinTech for Businesses

Case Study 4: Coinbase – Mainstreaming Cryptocurrency

Founded in 2012, Coinbase set out to make cryptocurrency trading as simple and accessible as using an email account. At the time, the world of cryptocurrency was a wild west of complicated interfaces, murky regulations, and high-risk investments. Coinbase aimed to change this by offering a straightforward, user-friendly platform to buy, sell, and manage digital currencies like Bitcoin, Ethereum, and many others.

1. User Complexity: Before Coinbase, cryptocurrency trading required high technical know-how, making it inaccessible to the average person.

2. Security Risks: The lack of centralized governance in the crypto world led to various security concerns, including hacking and fraud.

3. Regulatory Uncertainty: The absence of clear regulations concerning cryptocurrency created a hesitant environment for both users and investors.

1. User-Friendly Interface: Coinbase developed a sleek, easy-to-use platform with a beginner-friendly approach, which allowed users to start trading with just a few clicks.

2. Enhanced Security: The platform incorporated advanced security features such as two-factor authentication (2FA) and cold storage for digital assets to mitigate risks.

3. Educational Content: Coinbase offers guides, tutorials, and other educational resources to help demystify the complex world of cryptocurrency.

1. Mass Adoption: As of 2023, Coinbase had over 150 million verified users, contributing significantly to mainstreaming cryptocurrencies.

2. Initial Public Offering (IPO): Coinbase went public in April 2021 with a valuation of around $86 billion, highlighting its commercial success.

3. Regulatory Challenges: While Coinbase has succeeded in democratizing crypto trading, it continues to face scrutiny and regulatory hurdles, emphasizing the sector’s evolving nature.

1. Accessibility Drives Adoption: Coinbase’s user-friendly design has played a pivotal role in driving mass adoption of cryptocurrencies, illustrating the importance of making complex technologies accessible to everyday users.

2. Security is a Selling Point: In an ecosystem rife with security concerns, robust safety measures can set a platform apart and attract a broader user base.

3. Regulatory Adaptability: The ongoing regulatory challenges highlight the need for adaptability and proactive governance in the fast-evolving cryptocurrency market.

Case Study 5: Revolut – All-In-One Financial Platform

Founded in 2015, Revolut started as a foreign currency exchange service, primarily focusing on eliminating outrageous foreign exchange fees. With the broader vision of becoming a financial super-app, Revolut swiftly expanded its services to include digital banking, stock trading, cryptocurrency exchange, and other financial services. This rapid evolution aimed to provide users with an all-encompassing financial solution on a single platform.

1. Fragmented Services: Before Revolut, consumers had to use multiple platforms for various financial needs, leading to a fragmented user experience.

2. High Costs: Traditional financial services, particularly foreign exchange and cross-border payments, often have hefty fees.

3. Slow Adaptation: Conventional banking systems were slow to integrate new financial technologies, leaving a gap in the market for more agile solutions.

1. Unified Platform: Revolut combined various financial services into a single app, offering users a seamless experience and a one-stop solution for their financial needs.

2. Competitive Pricing: By leveraging FinTech efficiencies, Revolut offered competitive rates for services like currency exchange and stock trading.

3. Rapid Innovation: The platform continually rolled out new features, staying ahead of consumer demand and forcing traditional institutions to catch up.

1. User Growth: As of 2023, Revolut has amassed over 30 million retail customers, solidifying its reputation as a financial super-app.

2. Revenue Increase: In 2021, Revolut’s revenues climbed to approximately $765 million, indicating its business model’s viability.

3. Industry Influence: Revolut’s multi-functional capabilities have forced traditional financial institutions to reconsider their offerings, pushing the industry toward integrated, user-friendly solutions.

1. User-Centric Design: Revolut’s success stems from its focus on solving real-world consumer problems with an easy-to-use, integrated platform.

2. Agility Wins: In the fast-paced world of fintech, the ability to innovate and adapt quickly to market needs can be a significant differentiator.

3. Competitive Pricing is Crucial: Financial services have always been a cost-sensitive sector. Offering competitive pricing can draw users away from traditional platforms.

Related:  How to Get an Internship in the FinTech Sector?

Case Study  6 : Chime – Revolutionizing Personal Banking

Essential term: digital banking.

Digital banking represents the digitization of all traditional banking activities, where financial services are delivered predominantly through the internet. This innovation caters to a growing demographic of tech-savvy users seeking efficient and accessible banking solutions.

Founded in 2013, Chime entered the financial market with a bold mission: to redefine personal banking through simplicity, transparency, and customer-centricity. At a time when traditional banks were mired in fee-heavy structures and complex service models, Chime introduced a revolutionary no-fee model complemented by a streamlined digital experience, challenging the status quo of personal banking.

1. Fee-Heavy Structure: Traditional banks heavily relied on various fees, including overdraft and maintenance charges, alienating a significant portion of potential customers, particularly those seeking straightforward banking solutions.

2. Complexity and Inaccessibility: Conventional banking systems were often marred by cumbersome procedures and lacked user-friendly interfaces, making them less appealing, especially to younger, more tech-savvy generations.

3. Customer Service: The traditional banking sector frequently struggled with providing proactive and responsive customer service, creating a gap in customer satisfaction and engagement.

1. No-Fee Model: By eliminating common banking fees such as overdraft fees, Chime positioned itself as a customer-friendly alternative, significantly attracting customers frustrated with traditional banking penalties.

2. User-Friendly App: Chime’s app was designed with user experience at its core, offering an intuitive and accessible platform for everyday banking operations, thereby enhancing overall customer experience.

3. Automatic Savings Tools: Chime innovated with features like automatic savings round-up and early paycheck access, designed to empower customers in their financial management.

1. Expansive Customer Base: Chime successfully captured a broad market segment, particularly resonating with millennials and Gen Z, evidenced by its rapid accumulation of millions of users.

2. Catalyst for Innovation: The company’s growth trajectory and model pressured traditional banks to reassess and innovate their fee structures and service offerings.

3. Valuation Surge: Reflecting its market impact and success, Chime’s valuation experienced a substantial increase, marking its significance in the banking sector.

1. Customer-Centric Approach: Chime’s journey underscores the importance of addressing customer pain points, such as fee structures, and offering a seamless digital banking experience, which can be instrumental in rapid user base growth.

2. Innovation in Features: The introduction of genuinely helpful financial management tools can significantly differentiate a FinTech company in a competitive market.

3. Disruptive Influence: Chime’s success story illustrates how a digital-first approach can disrupt and challenge traditional banking models, paving the way for new, innovative banking experiences.

Case Study  7 : LendingClub – Pioneering Peer-to-Peer Lending

Essential term: peer-to-peer (p2p) lending.

Peer-to-Peer (P2P) lending is a method of debt financing that enables individuals to borrow and lend money without using an official financial institution as an intermediary. This model directly connects borrowers and lenders through online platforms.

LendingClub, founded in 2006, emerged as a trailblazer in the lending industry by introducing a novel P2P lending model. This innovative approach offered a substantial departure from the traditional credit system, typically dominated by banks and credit unions, aiming to democratize access to credit.

1. High-Interest Rates: Traditional loans were often synonymous with high-interest rates, rendering them inaccessible or financially burdensome for many borrowers.

2. Limited Access to Credit: Conventional lending mechanisms frequently sidelined individuals with lower credit scores, creating a significant barrier to credit access.

3. Intermediary Costs: The traditional lending process involves numerous intermediaries, leading to additional costs and inefficiencies for borrowers and lenders.

1. Direct Platform: LendingClub’s platform revolutionized lending by directly connecting borrowers with investors, reducing the overall cost of obtaining loans.

2. Risk Assessment Tools: The company employed advanced algorithms for assessing the risk profiles of borrowers, which broadened the spectrum of loan accessibility to include individuals with diverse credit histories.

3. Streamlined Process: LendingClub’s online platform streamlined the loan application and disbursement processes, enhancing transparency and efficiency.

1. Expanded Credit Access: LendingClub significantly widened the avenue for credit, particularly benefiting those with less-than-perfect credit scores.

2. Influencing the Market: The P2P lending model introduced by LendingClub prompted traditional lenders to reconsider their rates and processes in favor of more streamlined, borrower-friendly approaches.

3. Navigating Regulatory Hurdles: The journey of LendingClub highlighted the intricate regulatory challenges of financial innovation, underscoring the importance of adaptive compliance strategies.

1. Efficiency of Direct Connections: Eliminating intermediaries in the lending process can lead to substantial cost reductions and process efficiency improvements.

2. Broadening Credit Accessibility: FinTech can play a pivotal role in democratizing access to financial services by implementing innovative risk assessment methodologies.

3. Importance of Regulatory Compliance: Sustainable innovation in the FinTech sector necessitates a keen awareness and adaptability to the evolving regulatory landscape.

Related:  FinTech Skills to Add in Your Resume

Case Study  8 : Brex – Reinventing Business Credit for Startups

Essential term: corporate credit cards.

Corporate credit cards are specialized financial tools designed for business use. They offer features like higher credit limits, rewards tailored to business spending, and, often, additional tools for expense management.

Launched in 2017, Brex emerged with a bold vision to transform how startups access and manage credit. In a financial landscape where traditional corporate credit cards posed steep requirements and were often misaligned with the unique needs of burgeoning startups, Brex introduced an innovative solution. Their model focused on the company’s cash balance and spending patterns rather than relying on personal credit histories.

1. Inaccessibility for Startups: Traditional credit systems, with their reliance on extensive credit history, were largely inaccessible to new startups, which typically lacked this background.

2. Rigid Structures: Conventional corporate credit cards were not designed to accommodate rapidly evolving startups’ fluid and dynamic financial needs.

3. Personal Guarantee Requirement: A common stipulation in business credit involves personal guarantees, posing a significant risk for startup founders.

1. No Personal Guarantee: Brex innovated by offering credit cards without needing a personal guarantee, basing creditworthiness on business metrics.

2. Tailored Financial Solutions: Understanding the unique ecosystem of startups, Brex designed its services to be flexible and in tune with their evolving needs.

3. Technology-Driven Approach: Utilizing advanced algorithms and data analytics, Brex could assess the creditworthiness of startups in a more nuanced and comprehensive manner.

1. Breaking Barriers: Brex made corporate credit more accessible to startups, removing traditional barriers.

2. Market Disruption: By tailoring its product, Brex pressures traditional financial institutions to innovate and rethink its credit card offerings.

3. Rapid Growth: Brex’s unique approach led to rapid adoption within the startup community, significantly growing its customer base and market presence.

1. Adapting to Market Needs: Brex’s success underscores the importance of understanding and adapting to the specific needs of your target market.

2. Innovative Credit Assessment: Leveraging technology for credit assessment can open new avenues and democratize access to financial products.

3 Risk and Reward: The move to eliminate personal guarantees, while riskier, positioned Brex as a game-changer, highlighting the balance between risk and innovation in FinTech.

Case Study  9 : SoFi – Transforming Personal Finance

Essential term: financial services platform.

A financial services platform offers a range of financial products and services, such as loans, investment options, and banking services, through a unified digital interface.

SoFi, short for Social Finance, Inc., was founded in 2011 to revolutionize personal finance. Initially focused on student loan refinancing, SoFi quickly expanded its offerings to include a broad spectrum of financial services, including personal loans, mortgages, insurance, investment products, and a cash management account. This expansion was driven by a vision to provide a one-stop financial solution for consumers, particularly catering to the needs of early-career professionals.

1. Fragmented Financial Services: Consumers often had to navigate multiple platforms and institutions to manage their various financial needs, leading to a disjointed financial experience.

2. Student Loan Debt: Many graduates needed more flexible and affordable refinancing options with student debt escalating.

3. Accessibility and Education: A significant segment of the population lacked access to comprehensive financial services and the knowledge to navigate them effectively.

1. Diverse Financial Products: SoFi expanded its product range beyond student loan refinancing to include a suite of financial services, offering more holistic financial solutions.

2. Tech-Driven Approach: Utilizing technology, SoFi provided streamlined, user-friendly experiences across its platform, simplifying the process of managing personal finances.

3. Financial Education and Advice: SoFi offered educational resources and personalized financial advice, positioning itself as a partner in its customers’ financial journey.

1. Expanding Consumer Base: SoFi succeeded in attracting a broad customer base, especially among young professionals looking for integrated financial services.

2. Innovation in Personal Finance: The company’s expansion into various financial services positioned it as a leader in innovative personal finance solutions.

3. Brand Recognition and Trust: With its comprehensive approach and focus on customer education, SoFi built a strong brand reputation and trust among its users.

1. Integrated Services Appeal: Offering a broad array of financial services through a single platform can attract customers seeking a unified financial management experience.

2. Leveraging Technology for Ease: Using technology to simplify and streamline financial services is key to enhancing customer experience and satisfaction.

3. Empowering Through Education: Providing users with financial education and advice can foster long-term customer relationships and trust.

Related:  Top FinTech Interview Questions and Answers

Case Study  10 : Apple Pay – Redefining Digital Payments

Essential term: mobile payment system.

A mobile payment system allows consumers to make payments for goods and services using mobile devices, typically through apps or integrated digital wallets.

Launched in 2014, Apple Pay marked Apple Inc.’s foray into the digital payment landscape. It was introduced with the aim of transforming how consumers perform transactions, focusing on enhancing the convenience, security, and speed of payments. Apple Pay allows users to make payments using their Apple devices, employing Near Field Communication (NFC) technology. This move was a strategic step in leveraging the widespread use of smartphones for financial transactions.

1. Security Concerns: The rising incidences of data breaches and fraud in digital payments made consumers skeptical about the security of mobile payment systems.

2. User Adoption: Convincing consumers to shift from traditional payment methods like cash and cards to a digital platform requires overcoming ingrained habits and perceptions.

3. Merchant Acceptance: For widespread adoption, a large number of merchants needed to accept and support Apple Pay.

1. Enhanced Security Features: Apple Pay uses a combination of device-specific numbers and unique transaction codes, ensuring that card numbers are not stored on devices or servers, thereby enhancing transaction security.

2. Seamless Integration: Apple Pay was designed to work seamlessly with existing Apple devices, offering an intuitive and convenient user experience.

3. Extensive Partnership with Banks and Retailers: Apple forged partnerships with numerous banks, credit card companies, and retailers to ensure widespread acceptance of Apple Pay.

1. Widespread Adoption: Apple Pay quickly gained a significant user base, with millions of transactions processed shortly after its launch.

2. Market Leadership: Apple Pay became one of the leading mobile payment solutions globally, setting a standard in the digital payment industry.

3. Influence on Payment Behaviors: The introduction of Apple Pay substantially accelerated the shift towards contactless payments and mobile wallets.

1. Trust Through Security: The emphasis on security can be a major driving force in user adoption of new financial technologies.

2. Integration and Convenience: A system that integrates seamlessly with users’ daily lives and provides tangible convenience can successfully change long-standing consumer habits.

3. Strategic Partnerships: Building a network of partnerships is key to the widespread acceptance and success of a new payment system.

Case Study  11 : Ant Group (Formerly Ant Financial) – A Global Digital Payment and Lifestyle Platform

Ant Group, founded in 2014 as a subsidiary of Alibaba, created Alipay, a revolutionary digital payment platform. Alipay quickly became one of the largest digital wallets globally, offering services like fund transfers, bill payments, and lifestyle solutions.

1. Market Fragmentation: The digital payment market was crowded with various regional players competing for dominance.

2. Regulatory Scrutiny: Ant Group faced strict regulations around data security, anti-money laundering, and financial stability.

3. Trust Issues: Getting users to trust an entirely digital platform for handling their finances was challenging.

1. Diverse Service Ecosystem: Alipay expanded beyond payments to offer travel booking, wealth management, insurance, and more.

2. Partnerships: Collaborated with global financial institutions to widen its user base.

3. Data Security: Implemented advanced data security measures to ensure transactions were safe.

1. Global Reach: Alipay grew to over 1 billion users globally, with significant market penetration outside China.

2. Diversification: The platform diversified to include financial services, creating a comprehensive lifestyle app.

3. Valuation Growth: Ant Group achieved a multi-billion-dollar valuation, underscoring its industry influence.

1. Ecosystem Strategy: Providing a complete and integrated range of services can help to boost user engagement and foster loyalty.

2. Regulatory Agility: Navigating regulatory challenges requires proactive compliance and collaboration with authorities.

3. Global Partnerships: Strategic alliances can significantly enhance market reach.

Related:  Surprising FinTech Facts and Statistics

Case Study  12 : Nubank – Revolutionizing Banking in Latin America

Nubank, established in 2013, is a prominent digital bank globally and a top FinTech in Latin America. It started with credit cards before expanding into other banking services, aiming to offer user-friendly and accessible banking to underbanked populations.

1. Financial Inclusion: A large portion of the population in Latin America was unbanked or underbanked.

2. Trust in Financial Systems: Many people lack trust in traditional financial institutions due to high fees and poor customer service.

3. Market Complexity: The regional market posed challenges due to regulatory differences across Latin American countries.

1. No-Fee Model: Offered a no-fee credit card that appealed to customers tired of hidden fees.

2. Customer-Centric Design: Developed an intuitive mobile app to simplify banking transactions.

3. Market Expansion: Adopted a localized approach for market expansion across multiple countries.

1. Rapid Growth: Nubank has garnered over 40 million customers, growing swiftly beyond Brazil.

2. Innovation Leader: Recognized as an industry innovator for driving digital banking adoption.

3. Investment Magnet: By drawing significant investments, Nubank has emerged as one of the most valuable FinTech companies worldwide.

1. Localized Strategy: Customizing services based on regional market needs is vital for rapid growth.

2. Customer Trust: Transparent, no-fee models can build customer trust and drive adoption.

3. Simplified UX: A user-friendly interface simplifies banking for previously underserved customers.

Case Study  13 : Klarna – Transforming E-Commerce Payments

Founded in 2005, Klarna is a pioneer in BNPL, offering an alternative to credit cards. Its seamless integration with online merchants and easy-to-understand payment plans attracted millions of users.

1. Consumer Trust: Convincing consumers to trust a new payment method required overcoming skepticism.

2. Merchant Acceptance: Onboarding merchants and integrating the solution with existing payment systems was challenging.

3. Regulatory Concerns: BNPL faced scrutiny around potential overspending and consumer debt.

1. Simple User Experience: Developed a clear, intuitive checkout process, reducing payment friction.

2. Merchant Partnerships: Partnered with thousands of merchants, integrating seamlessly into e-commerce platforms.

3. Consumer Education: Educated consumers on responsible spending and minimizing debt risk.

1. Merchant Network: Klarna is now partnered with over 250,000 retailers worldwide.

2. Market Adoption: Millions of consumers use Klarna for seamless e-commerce transactions.

3. Industry Influence: Klarna’s BNPL model inspired similar solutions across the FinTech industry.

1. Simple Integration: Seamless merchant integration can accelerate solution adoption.

2. Consumer Responsibility: Educating consumers on spending habits minimizes debt risk.

3. New Payment Model: BNPL offers a viable alternative to traditional credit systems, transforming e-commerce payments.

Related:  Is FinTech Overhyped?

Case Study  14 : Plaid – Connecting Financial Data Seamlessly

Founded in 2013, Plaid aimed to streamline how people connect their financial data to various apps. It bridges the gap between users’ bank accounts and financial apps like budgeting tools, payment platforms, and lending services.

1. Data Security: Accessing sensitive financial data requires robust security measures.

2. Standardization Issues: Banks had different protocols, making establishing a consistent connection difficult.

3. Regulatory Compliance: Navigating data protection laws across regions posed a significant challenge.

1. Secure APIs: Developed secure APIs to facilitate safe and standardized access to financial data.

2. Bank Partnerships: Collaborated with major financial institutions to ensure consistent data access.

3. Developer Focus: Provided developers with comprehensive tools and documentation for easy integration.

1. Developer Adoption: Plaid’s APIs became the backbone for thousands of financial apps.

2. Market Penetration: The platform now connects to thousands of financial institutions worldwide.

3. M&A Success: Plaid’s impact attracted significant acquisitions and partnerships within the FinTech ecosystem.

1. Data Security Focus: Prioritizing data security builds user trust and drives adoption.

2. Standardization: Developing standardized protocols for data access is crucial in fragmented markets.

3. Ecosystem Collaboration: Building partnerships with financial institutions is vital for seamless integration.

Case Study  15 : Adyen – Unifying Global Payments

Established in 2006, Adyen is a global payment company offering merchants a single, unified platform for all their payment needs. It aimed to streamline payment acceptance by simplifying the process across various channels, payment methods, and regions.

1. Regional Fragmentation: Payment methods and regulations varied significantly by region.

2. Omnichannel Complexity: Offering consistent payment experiences across multiple channels was difficult.

3. Merchant Onboarding: Merchants struggled with complex onboarding processes and technical integrations.

1. Unified Platform: Created a single platform where merchants could accept payments across regions and channels.

2. Regional Compliance: Ensured the platform met regulatory requirements for each region.

3. Omnichannel Focus: Merchants can now offer uniform payment experiences across various channels including online, in-store, and mobile, thanks to the enabled technology.

1. Global Reach: Adyen became a preferred payment platform for merchants worldwide.

2. Unified Experience: Both merchants and consumers benefited from the platform’s unified approach as it simplified the payment process for both parties.

3. Merchant Growth: Adyen merchants have reported enhanced customer satisfaction and increased conversion rates.

1. Unified Approach: A unified approach simplifies payment acceptance across channels and regions.

2. Regulatory Compliance: Adapting to local regulatory requirements is essential to ensure smooth cross-border operations.

3. Omnichannel Presence: Maintaining consistency across all payment channels can improve the customer experience and drive business growth.

Related:  Who is a FinTech CTO?

Case Study  16 : TransferWise (now Wise) – Revolutionizing International Money Transfers

Established in 2011 by a pair of Estonian entrepreneurs, TransferWise (which became Wise in 2021) emerged in response to the complex and expensive nature of international money transfers. The founders aimed to make global money transfers cheap, fast, and transparent, utilizing real exchange rates without hidden fees.

1. Opaque Fees: Traditionally, banks and transfer services included hidden charges in poor exchange rates, confusing customers.

2. Slow Transactions:  International transfers often take days to complete, causing delays and uncertainties.

3. Complex Processes:  The traditional process was cumbersome, involving multiple steps and often requiring physical presence or extensive paperwork.

1. Transparent Pricing: Wise uses the real mid-market exchange rate and displays fees upfront, ensuring customers know the exact cost.

2. Streamlined Transactions: Leveraging modern technology, Wise provides faster, often instantaneous, international transactions.

3. User-Friendly Platform: An intuitive online platform and mobile app that makes sending money across borders easy with just a few clicks.

1. Global Expansion: Wise now operates in over 80 countries, supporting multi-currency accounts and enabling customers to hold and convert 50+ currencies.

2. Customer Growth: Millions of users trust Wise for their money transfer needs, attracted by the platform’s ease of use and transparency.

3. Industry Recognition: The company’s innovative approach has disrupted the traditional banking sector, influencing many to reconsider fee structures.

1. Transparency Engages Users: Clear, upfront information about fees and processes builds trust and customer loyalty.

2. Technology Drives Efficiency: Utilizing digital tools can significantly enhance the speed and convenience of financial services.

3. Customer-Centric Solutions: Addressing common pain points, like hidden fees and slow service, can create substantial market opportunities.

Case Study  17 : Affirm – Reshaping Consumer Credit with Transparency

Launched in 2012, Affirm seeks to reinvent the credit system by providing straightforward, flexible financing options at the point of sale. Unlike traditional credit cards with compounded interests and hidden fees, Affirm offers consumers clear, simple, and transparent payment terms.

1. Credit Complexity: Traditional credit systems often confuse consumers with complex interest calculations and hidden fees.

2. Consumer Trust: Skepticism towards credit products due to fear of debt accumulation from unclear terms.

3. Retail Integration: Convincing retailers to adopt a new financing method can be challenging.

1. Transparent Terms:  Affirm displays all terms clearly—including total interest and payment schedules—before purchase.

2. Flexible Payment Options: Consumers can choose from various repayment periods according to their convenience and financial status.

3. Seamless Integration:  Easy integration with online retailers, allowing customers to choose Affirm at checkout quickly.

1. Retail Partnerships:  Affirm has partnered with thousands of retailers across the US, from small businesses to large enterprises.

2. User Adoption: Millions of users choose Affirm for its straightforward terms, contributing to a significant volume of processed transactions.

3. Market Influence: Affirm’s model has prompted many competitors to reconsider their credit offerings, emphasizing transparency and simplicity.

1. Clarity is Compelling: Clear communication regarding credit terms can increase consumer confidence and adoption.

2. Adaptability Matters: Offering varied repayment options allows consumers to manage their finances more effectively, enhancing customer experience.

3. Partnerships Propel Growth: Collaborations with retailers are crucial for the widespread acceptance and success of innovative financial products.

Related:  Is FinTech a Dying Career Industry?

Case Study  18 : Zelle – Competing in Digital Payments with Bank-Level Trust

Introduced in 2017 by a consortium of major U.S. banks, Zelle was developed to respond to the growing popularity of third-party payment services like PayPal and Venmo. Its standout feature is the ability to facilitate direct bank-to-bank transfers, enabling users to send and receive money within minutes simply using an email address or mobile number.

1. Market Competition:  Competing with established services that already have significant user bases.

2. Trust and Security:  Ensuring users felt secure using a digital payment service linked directly to their bank accounts.

3. Adoption by Banks:  Integrating the service across various banking platforms, each with technical and operational specifications.

1. Direct Bank Integration:  Zelle integrates directly with users’ bank accounts, offering a seamless and secure transaction experience without needing a third-party app.

2. Emphasis on Security: By leveraging existing bank-grade security measures, Zelle assures users of the safety of their transactions.

3. Easy Onboarding: Users can access Zelle through their existing banking apps, eliminating the need for additional registrations or verifications.

1. Rapid Adoption: Zelle quickly became one of the leading digital payment platforms in the US, with millions of active users.

2. Bank Participation: Over 1,000 banks and credit unions across the US have joined Zelle, broadening its accessibility.

3. Enhanced Consumer Trust: Users increasingly prefer Zelle for its integration with trusted financial institutions, ensuring security and reliability.

1. Bank Collaboration is Key: Successful integration across various banking systems can enhance the platform’s reach and user trust.

2. Security Enhances Adoption:  Strong security features are essential in fostering user trust in digital financial transactions.

3. Ease of Use Attracts Users:  Simplifying the user experience without compromising security can significantly increase adoption rates.

Case Study  19 : Monzo – Redefining Retail Banking with Digital Innovation

Monzo, founded in 2015 in the UK, quickly became a frontrunner in the digital banking revolution. As a digital-only bank, Monzo delivers a mobile-first banking experience tailored to the preferences of a modern, tech-savvy clientele. It focuses on transparency, ease of use, and innovative financial management features.

1. Traditional Banking Model: Competing against long-established banks with physical branches and older customer bases.

2. Customer Retention:  Engaging and retaining users in a highly competitive digital banking market.

3. Regulatory Compliance: Navigating stringent financial regulations while innovating in financial services.

1. Real-Time Notifications: Instant updates on transactions to help users keep track of their spending in real-time.

2. Budgeting Tools: Intuitive tools allow customers to set spending targets and manage their finances effectively.

3. Savings Pots:  Flexible savings options with competitive interest rates, encouraging users to save money within the app.

1. User Growth:  Monzo has attracted millions due to its user-friendly design and innovative features.

2. Customer Engagement: High customer satisfaction and engagement levels, with many users actively using the budgeting and savings features.

3. Market Impact:  Monzo has pressured traditional banks to innovate, leading to increased digital offerings across the sector.

1. User-Centric Design: Tailoring services to the needs of modern, digitally-native customers can drive significant market disruption.

2. Innovation in Features: Continuous innovation in user-friendly features can enhance customer retention and satisfaction.

3. Regulatory Navigation: Effective handling of regulatory requirements is crucial for innovation and expansion in financial services.

Related:  FinTech vs Investment Banking

Case Study  20 : Lemonade – Disrupting Insurance with AI and Behavioral Economics

Founded in 2015, Lemonade represents a new wave of InsureTech companies aiming to revolutionize the traditional insurance model. Using AI and behavioral economics, Lemonade simplifies the insurance process, reduces costs, and improves customer satisfaction through transparency and efficiency.

1. Customer Mistrust: Overcoming inherent distrust in the insurance industry, characterized by complex claims processes and perceived unfairness.

2. Operational Efficiency: Streamlining the claims and underwriting processes to reduce costs and improve customer experience.

3. Data Security: Managing sensitive customer data while utilizing AI to personalize and expedite services.

1. AI-Driven Claims: Utilizing chatbots to manage claims, providing a fast, friendly, and transparent claims process.

2. Behavioral Economics:  Applying principles of behavioral economics to design more customer-friendly policies and interactions.

3. Transparent Pricing: Clear, straightforward pricing models without complex conditions or hidden fees.

1. High Customer Satisfaction:  Lemonade has received high praise for customer service and ease of use, leading to rapid growth in its user base.

2. Operational Efficiency:  Reduced overhead and increased speed in claims processing, setting a new standard in the industry.

3. Innovative Policy Design:  Introduced features like giving unclaimed money to charities chosen by customers, enhancing public perception and trust.

1. Technology as a Differentiator:  Leveraging AI can significantly enhance efficiency and customer satisfaction in traditional industries.

2. Customer-Centric Policies:  Transparent and fair policies can transform customer perceptions and loyalty.

3. Ethical Considerations: Integrating ethical practices into business models can lead to greater customer trust and differentiation in competitive markets.

Case Study  21 : Betterment – Democratizing Wealth Management through Robo-Advisory

Founded in 2008, Betterment is one of the pioneers of the robo-advisory sector, offering automated, algorithm-driven financial planning services with little human supervision. It focuses on providing accessible, low-cost, and personalized investment management to its users.

1. Market Education: Educating the market on the benefits and reliability of robo-advisors compared to traditional wealth management services.

2. Personalization vs. Automation:  Balancing the benefits of automation with the need for personalized investment advice.

3. Regulatory Compliance: Adhering to financial regulations while operating an entirely digital service.

1. Low-Cost Pricing: Offering fee structures significantly lower than traditional financial advisors, making investment management accessible to a broader audience.

2. Customized Portfolios:  Utilizing sophisticated algorithms, Betterment crafts personalized investment strategies that align with individual risk profiles and financial goals.

3. Educational Resources: Providing comprehensive educational materials to help users understand investing basics and the value of long-term financial planning.

1. Broad Market Acceptance:  Attracted a diverse range of customers, from millennials making their first investments to retirees managing their savings.

2. Significant Asset Growth: Manages billions of dollars, showcasing the trust and reliability of its automated investment strategies.

3. Industry Influence:  Spurred the growth of robo-advisory services across the financial sector, influencing even traditional firms to adopt similar technologies.

1. Accessibility Enhances Growth:  Making financial services more accessible can tap into previously underserved or unengaged markets.

2. Technology Empowers Users: Using technology in personal finance can empower users, providing them with tools and resources to make informed decisions.

3. Regulatory Adherence:  Maintaining compliance in a digital financial environment is essential for sustainable growth and customer trust.

Related: Reasons to Learn FinTech

Case Study  22 : Kabbage – Revolutionizing Small Business Lending

Kabbage, founded in 2009, has reshaped small business lending by using online data and automated algorithms instead of traditional credit scores to determine loan eligibility. This approach allows Kabbage to offer quick and straightforward financing solutions to small businesses that might not qualify through traditional banking methods.

1. Access to Capital: Small businesses frequently face difficulty securing loans due to strict credit requirements and protracted approval procedures.

2. Data Utilization: Efficiently using non-traditional data sources to assess the creditworthiness of businesses accurately.

3. Risk Management:  Balancing innovative lending practices with risk, especially when deviating from conventional credit evaluation methods.

1. Automated Lending Platform: Utilizes real-time data from various digital sources to assess credit risk quickly and accurately.

2. Diverse Data Points: Kabbage integrates data from business transactions, market trends, and social media activity to inform its lending decisions.

3. Rapid Funding:  Offers fast approvals and funding, often within minutes, which is crucial for small businesses needing immediate capital.

1. Expanded Access to Capital: Enabled many small businesses to obtain the necessary funding, which was previously inaccessible.

2. Growth and Scalability: Kabbage has grown significantly, demonstrating the effectiveness of its business model and expanding to offer additional financial products.

3. Influence on Lending Industry:  Inspired traditional financial institutions to reconsider lending approaches and incorporate more digital data into credit decisions.

1. Innovative Data Use Can Transform Lending:  Leveraging a wide array of digital data sources can provide a more comprehensive view of a borrower’s creditworthiness.

2. Speed Matters: In the digital age, the ability to provide rapid financial solutions can set a lender apart from traditional banks.

3. Risk and Innovation Balance: Innovative lending models must carefully balance risk with the potential to expand market reach and improve customer service.

Case Study  23 : M-Pesa – Transforming Mobile Payments in Emerging Markets

Launched in 2007 by Safaricom, M-Pesa is a mobile money and micro-financing service that has profoundly impacted financial inclusion in Kenya and other parts of Africa. It enables users to deposit, withdraw, transfer money, pay for goods and services, and access credit and savings—all via mobile phones.

1. Financial Inclusion:  Many residents in emerging markets lack access to traditional banking services.

2. Infrastructure Limitations:  Limited banking infrastructure in rural areas.

3. User Trust:  Building trust among users to adopt mobile financial services over conventional cash transactions.

1. Mobile-First Approach: Utilizes existing mobile phone networks to provide financial services, bypassing the need for physical banking infrastructure.

2. Agent Network:  M-Pesa utilizes a comprehensive network of agents, enabling users to deposit and withdraw cash, thereby increasing the accessibility of its services.

3. Simple User Interface:  Offers an easy-to-use platform that operates effectively on basic mobile phones, which are prevalent in emerging markets.

1. Widespread Adoption: M-Pesa has millions of active users in Kenya alone, with successful expansions in other African countries and beyond.

2. Economic Impact: Significantly contributed to economic growth and financial inclusion in its operating regions.

3. Regulatory Evolution: Prompted changes in financial regulations to accommodate mobile money services.

1. Leveraging Mobile Technology:  Mobile technology can be a powerful tool in bridging financial service gaps in less developed areas.

2. Agent Networks Enhance Reach:  A robust agent network can extend financial services to underserved regions.

3. Simplicity in Design: Maintaining simplicity in technology and transactions encourages widespread user adoption.

Related: Predictions About the Future of FinTech

Case Study  24 : Afterpay – Popularizing Buy Now, Pay Later

Founded in 2014, Afterpay has become a leading figure in the “Buy Now, Pay Later” (BNPL) payment industry. This model allows consumers to purchase goods immediately and pay them in installments without the initial financial burden.

1. Consumer Credit Behavior: Changing traditional credit and buying behaviors, where immediate payment or standard credit lines were the norm.

2. Retail Integration:  Convincing retailers to adopt a BNPL payment option, which may involve financial and operational adjustments.

3. Risk Management:  Managing the credit risk of allowing consumers to delay payments.

1. Seamless Integration: Ensures easy integration of its services with online retailers, facilitating a smooth checkout process.

2. Transparent Terms:  Provides clear, straightforward terms with no hidden fees, appealing to a consumer base wary of traditional credit.

3. Market Education:  Educates the market on the benefits and responsibilities of BNPL to foster responsible use.

1. Retail Adoption: Partnered with thousands of retailers worldwide, significantly increasing its market presence.

2. Consumer Acceptance:  Gained a substantial consumer base who appreciate the flexibility and simplicity of the service.

3. Market Influence: Influenced the global retail and financial sectors, with many competitors and traditional financial institutions introducing similar offerings.

1. Flexibility Appeals to Consumers: Offering flexible payment options can meet diverse consumer needs and boost sales for retailers.

2. Clear Communication Builds Trust: Transparency in terms and conditions fosters trust and long-term customer relationships.

3. Educational Efforts Pay Off: Investing in consumer education about new financial products can mitigate risks and enhance product acceptance.

Case Study  25 : Tink – Enabling Next-Generation Financial Apps

Established in 2012 in Sweden, Tink has become a prominent provider of financial APIs that power the new wave of digital banking and FinTech innovations. Tink offers tools allowing banks, startups, and other businesses to quickly develop financial services and solutions.

1. Integration Complexity: Simplifying the integration of diverse financial systems into a cohesive API.

2. Data Security:  Implementing strong security protocols to safeguard sensitive financial information.

3. Regulatory Compliance: Managing the intricate regulatory frameworks of financial services across various regions.

1. Comprehensive API Suite: Provides a range of APIs that cover data aggregation, payment initiation, personal finance management, and more.

2. Focus on Security:  Implements top-tier security protocols to safeguard user data and comply with financial regulations.

3. Developer Support: Offers extensive documentation and support to developers, ensuring they can easily integrate and use Tink’s APIs.

1. Broad Adoption:  Used by leading banks, FinTech startups, and European financial institutions.

2. Innovation Facilitation: Enabled new financial services and apps, speeding up innovation in the financial sector.

3. Regulatory Alignment: Adapted its offerings to meet stringent European regulations, demonstrating the flexibility and compliance of its solutions.

1. APIs Drive Innovation:  Well-designed APIs can transform the financial services landscape by enabling new applications and services.

2. Security as a Priority:  Maintaining high-security standards is critical in building trust and compliance in financial services.

3. Supporting Developers is Key: Providing developers with strong technical support and resources is essential for the widespread adoption of financial technology solutions.

Related: Ways to Make Perfect FinTech Resume

These case studies illuminate the paths of some of the most influential FinTech pioneers, offering a unified blueprint for navigating the complex financial technology landscape. From Square’s focus on addressing unmet needs in niche markets to Robinhood’s dual narrative of democratization and ethical responsibility, and from Stripe’s simplification of intricate processes to Coinbase’s venture into cryptocurrency accessibility, each story underscores the critical elements of success in FinTech: simplicity, agility, customer focus, and ethical integrity. Revolut’s example further highlights the importance of adaptability and competitive strategies in meeting consumer demands. Collectively, these insights provide a roadmap for future innovators, stressing that technological advancements should harmonize with user-centric approaches and sound ethical practices to reshape financial services truly.

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CLIENT IT SOLUTION CASE STUDIES

A look at what’s working.

We base our success on the success of our customers. Whether they’ve come to us for a software recommendation or a holistic shift in the way they handle their IT, we’re proud to say that for over 50 years we’ve helped organizations in many different industries build IT systems that propel their business forward.

Here are a few examples:

Complete Network & IT Support Transition

Non-profit organization   |   100 employees.

This non-profit organization was looking to move their IT support away from a larger hospital organization. DP Solutions established a transition plan to assist them in gaining their technological independence and managed IT support.

View More >

Healthcare Managed Services & Cloud IT

Healthcare organization   |   80 employees.

With no technical staff in the business, this   medical organization   teamed up with DP Solutions to manage their technology in 2010. When the organization came on as a client, only a handful of employees had email, and those that did were using personal email accounts for the business. This caused a lot of security, efficiency, and   compliance   challenges for the organization.  

Microsoft Azure Cloud Server Migration

Insurance company   |   15 employees.

With only 15 employees, this long-standing Baltimore-based insurance company might have a small staff, but their technology footprint is significant. They needed to refresh their very large existing systems. DPS helped them consolidate their system and migrate to the Cloud.

Managed IT Services & Cloud Hosting

Association   |   22 employees.

This Northern Virginia-based transportation association was looking to move their infrastructure to the cloud, and their existing IT provider was unable to support these needs. The organization needed a managed services provider (MSP) that was organized, stable, experienced, and could get them spun up in the cloud quickly. 

Virtual Desktop Infrastructure

Non-profit organization  |   100 employees.

This Baltimore-based non-profit organization was outgrowing their existing shared remote desktop environment, which was limiting user productivity and causing administrators to spend a lot of valuable time on support issues. The lack of suitable resources was leading to employee dissatisfaction, as technical difficulties kept the staff from performing their duties effectively. Essentially, the organization’s existing environment was no longer working for them. That's when DP Solutions  brought the idea of Virtual Desktop Infrastructure (VDI) to the table.

Managed IT Services and Cloud Migration

Non-profit organization   |   52 employees.

With offices throughout the U.S., remote access is essential for this large  non-profit organization to maintain its operations. DPS took over the management of the organization’s technology and immediately helped develop a strategic plan to consolidate their system and migrate it to the “Cloud”. 

Automobile Insurance   |   100 Employees

After a negative experience with their prior disaster recovery provider, this Baltimore-based automobile insurance company sought a new disaster recovery provider who would give them the time and attention they needed. With a high-volume of sensitive data processed on their server, the security of their data was a focal concern. The company wanted to secure their in-house code so that it not only allowed for easy and consistent data transmission, but also managed their data through a protected outlet. The company also requested frequent tests of their disaster recovery plan. 

Homeowner's Insurance Company    |   15 Employees

DP Solutions has worked with this Baltimore-based insurance company for over a decade, with our staff and data center acting as their IT department. DP Solutions provides content filtering, hardware, servers and workstations for the company’s computer systems and our technicians visit the business on a weekly basis to make sure that their system is running smoothly. More recently, the company approached DP Solutions to create and implement a disaster recovery plan. As a home insurance provider, it is essential that saff be able to quickly access the most up-to-date data in case of an emergency.

Employment Services Industry    |   25 Employees

When this employment services firm began its partnership with DP Solutions, they were looking to eliminate their dependence on in-house IT personnel. They also wanted a reliable infrastructure that would allow them to consolidate the time and resources spent on managing their data, as well as a scalable, cost-effective data protection plan.

Managed Backup Services

Non-profit organization    |   100 employees.

When this Baltimore-based non-profit organization began its partnership with DP Solutions, significant troubleshooting was needed for an on-site server. Remote users were encountering connection issues and as a result, configuration support became a high priority. Additionally, the organization wanted to improve the reliability and security of their database while still maintaining primary control of its internal infrastructure. “Our selection of DP Solutions was in part a result of their approach to solutions having an appropriate return in investment,” said the organization’s CFO. “They approached the project like a business partner (rather than sales) and engaged us in conversation to get to the best solution.”

Non-Profit Organization    |   45 Employees

With aging and worn out hardware, slow servers, and inconsistent IT support, this Baltimore-based non-profit organization was in need of DP Solutions’ assistance. They were concerned about the security of their data and wanted to incorporate reliable servers, network protection and disaster recovery into their IT infrastructure.

WorkSpace Cloud Business Services

Accounting firm   |   20 employees.

As a new company stemming from an established accounting firm, the client initially sought out DP Solutions for help implementing an IT infrastructure for the new business. The president and co-owner explained that he, “engaged a few firms to do this role, each with various levels of experience, but there was no one who even came close to DP Solutions.” As the firm grew, so did the amount of files and accounts. That’s when they engaged DP Solutions for a more manageable cloud IT solution.

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How To Outline a Case Study: 15 Examples & Templates

Written by: Christopher Jan Benitez

They allow you to make your business more appealing to your target audience, resulting in more leads and customers moving forward.

By definition, you should create more of these studies to show your business’s effectiveness to people, right?

But before you do, you must learn how to outline them first.

This post discusses how you can develop a case study outline, which templates to use, and best practices to follow.

Here’s a short selection of 8 easy-to-edit case study templates you can edit, share and download with Visme. View more templates below:

Table of Contents

What is a case study, what is a case study outline, how do you write a case study outline, 15 case study outline examples, design tips for your case study outline, create your case study with visme.

A case study is a real-life success story of a customer who faced challenges and managed to overcome them by using your products or services. It's like a narrative that tells the tale of how someone benefited from what you have to offer. It's a way to showcase the practical application of your solutions in a specific situation and demonstrate the value they bring. So, it's not just a theoretical explanation but an engaging story that highlights the positive outcomes achieved by your customer.

Beyond business, case studies are commonly used in other settings, like academics, social sciences, medicine, psychology, and education. A case study is an in-depth examination and analysis of a specific individual, group, organization, event, or situation. It involves gathering detailed information and data to gain an extensive understanding of the subject being studied.

A case study outline is a roadmap for creating a solid case study report. It helps you organize and present all the important elements in a structured way. Think of it as a blueprint that guides you through the process. Of course, the specific outline can vary depending on why you're doing the case study and the specific situation you're studying. So, it's adaptable to fit your needs and make sure you cover everything necessary.

Made with Visme Infographic Maker

Below are the main parts of a typical case study outline:

• Introduction: Describe the customer or client who is the focus of the case study.
• Problem: Identify the client's issue, which is why they sought your help in the first place.
• Goals/Solutions: Enumerate the goals you wish to achieve with the strategy you developed for this client. Then, discuss the tactics you used in the hopes of achieving these objectives.
• Results/Achievements: Talk about the positive results of your campaign using data and figures. This section should emphasize the effectiveness of your business in solving the problem through your products and services.

If you want a head start with your case studies, use any of Visme's templates below.

Most of these templates contain the main parts mentioned above. Once you’ve chosen a case study template , simply edit it to best explain your case to prospects.

Choose from built-in graphics ranging from video backgrounds to fonts and place them in the presentation using Visme's drag-and-drop builder.

You can also collaborate with team members when editing the case study online template to finish the presentation ahead of time.

1. Medical Case Study

This blue-themed outline template is for you if you're in the medical field and doing a case study on a patient. It contains a table of laboratory findings and clinical manifestations, which lead to your diagnosis and conclusions.

2. Intel Case Study

This simple light-red template is perfect for tech companies looking to quickly present their case study with an overview of its background, goals, and strategy. It ends the presentation by going through the study’s figures and data.

3. UX Case Study

This zesty template tackles how a change in a site or app's user interface generated massive results in conversions. It lays down the site's problem and approach to solving it before dealing with the results.

4. Bit.ly Case Study

For marketers looking to track campaign results launched across various marketing channels, this template is for them. It briefly explains the background and goal of the case in the first place and the obstacles and results in the next.

5. Adobe Case Study

This orange and blue magenta template is heavy on text as it explains how your brand achieved positive results for a client campaign. Show this to similar prospects whom you're looking to turn into clients.

6. Fuji Xerox Australia Business Equipment Case Study

Marketing agencies looking for print businesses or similar to turn into clients won't go wrong with this blue three-page template. It details the case study background, goals, and achievements before concluding with its key results.

7. College For Adult Learning Training Organization Case Study

Marketers with a great track record of helping educational institutions will have great use for this red and blue-magenta template. From here, they can convert similar prospects into clients by showing your case study’s achievements and goals.

8. NVISIONCenters Case Study

A marketing strategy that works is what turns business owners into your clients. With this pink and medium blue template, your agency can showcase your expertise by featuring the results of your strategy with a previous client.

9. Neutrogena Case Study

This blue-themed template shows how a marketing agency could integrate mobile technology to generate sales in a client’s retail stores. It uses a fair share of images and text to communicate its solution and results.

10. Social Media Case Study

This red-on-blue template features the transformative power of social media when used correctly in a marketing campaign. Companies that offer social media marketing can use this to showcase their own successful campaigns.

11. Weebly Case Study

This template uses waves in the layout to add texture to your case study presentation . It's also short enough to help you share your marketing achievements with prospects looking to grow their ROI.

12. Small Business Accounting Case Study

Accounting firms looking to leverage case studies to bolster their leads will find this cyan-themed template useful. This text-heavy template shows prospects how they helped clients manage their receipts and expenditures.

13. Real Estate Development During COVID 19 Case Study

Lots of businesses were hit hard during COVID-19, but not all. If you find yourself in the latter and wish to share with potential clients the progress your clients during this period have made with your help, this theme template is for you.

14. Digital Marketing in Consumer Goods Case Study

This dynamic case study template benefits from its healthy balance of text and image and orange and cyan-blue theme. It allows marketing companies to make their case to prospects looking to promote their new line of products.

15. Automobile Company Case Study

B2B companies benefit the most from case studies due to their complex pricing structure. Therefore, this template is the best for such companies, as it breaks down the entire process to help justify their costs and enable prospects to make informed decisions.

RELATED: 15 Real-Life Case Study Examples & Best Practices

Below are design tips you must keep in mind when outlining your case study:

Use White Space

Great attention to detail in a case study allows you to show off your initiative or campaign to your audience.

However, information becomes detrimental if you overload your audience with too much exposition page after page.

The best way to design your case study or any presentation is to utilize white space as much as possible.

It may sound counterintuitive to leave certain sections of your case study blank as if you’re wasting valuable real estate.

On the contrary, white space is simply a good design principle that enables information on your case study to breathe, giving your audience ample time to digest the information before hopping onto the next section properly.

To help create white space in your case study, limit your paragraphs to two s hort sentences each. Using graphics also enables you to create more white space due to their size.

Maximize Visuals

Case studies require lots of words so you can adequately present your exposition and explain how you achieved the positive results with your process.

But when designing your case study online, you should consider using visuals to explain things much easier for your audience.

Since a picture is worth a thousand words, as the saying goes, using images correctly allows you to use fewer words in your case study.

And because people process images much faster than words, they can comprehend the details in your presentation much easier.

The most common example of visuals in case studies is graphs and charts when presenting figures.

From Visme’s editor, click on the Data button from the side menu on the left to see templates of charts, tables, and radials you can drag and drop onto your presentation.

But using icons and graphics helps you communicate your message more effectively than just plain text.

From the editor again, click on Graphics to choose from over 500,000 stock photos and icons.

You can also upload your images to make your case study even more unique.

Incorporate Branding

Throughout the case study, you want people to know the role your company played for the positive results your clients experienced with their business.

And it’s just not slapping your logo on the cover of the case study. You must also use the color , font , and other elements that are part of your brand guidelines in your case study outline.

Doing so enables you to remain consistent with your visual identity , which makes associating your company with the case study much easier for people.

If you’re constantly designing visual content for presentations and reports, Visme’s Brand Wizard lets you build your brand kit on the platform by importing your website URL.

To do this, log in to your dashboard and click the “My Brand” button on the left.

Once the page loads, you’ll find the Brand Wizard link. Click on it so you can enter the URL of your domain.

From here, Visme will take the logo, colors, and fonts you used on your site and include them in your brand kit.

Aside from your visual brand, you should maintain your brand’s tone and voice in the case study’s copy. For example, how you write the background, solutions, and achievements should reflect how your website’s copy reads like.

Make It Interactive

Most case studies are factual presentations of work done for a specific client. Unfortunately, this lends to a certain dullness in which the audience has nothing to do but sit down and listen to them.

But there’s a way to make your case study engaging so that your audience can be part of it instead of just bystanders.

For example, you can have your highlighted customer share a screen recording or audio file about how your company helped this person improve their business. From here, you can embed the files into your case study, which your audience can play anytime they want.

With Visme, you can make these interactive content show as popups in your presentation.

Select the element that people will click on to trigger the popup. Then, choose Actions > Hotspot from the floating bar before linking the video uploaded onto the cloud to the case study.

Here’s a video on how to create popups with your interactive content:

You can also add a voiceover in your presentation to help people with reading disabilities understand the contents of your case study.

If you want to close your audience to clients or customers of your brand, you must present your case study in the best way possible.

Following the design tips above is a great place to start. But you probably won’t be able to implement them properly unless you possess the necessary design skills.

With Visme, however, you don’t have to be a professional designer to produce professional-looking case studies that will wow your audience.

Just choose from our case study outline templates and edit each using the platform’s built-in features.

Easily put together professional case studies in Visme

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About the Author

Christopher Jan Benitez is a freelance writer who specializes in digital marketing. His work has been published on SEO and affiliate marketing-specific niches like Monitor Backlinks, Niche Pursuits, Nichehacks, Web Hosting Secret Revealed, and others.