The marketplace for case solutions.
![](http://alexandria-library.space/777/templates/cheerup2/res/banner1.gif)
Case Study Solutions
Hundreds of case solutions at your fingertips! Case study answers written by top business students.
![best case study solution Case study inspiration](https://www.casehero.com/wp-content/uploads/2019/05/inspiration.png)
We are the marketplace for case study solutions
Save time and get inspired by our case solutions. We help you be a top student at your university!
High-quality only
Immediate access.
![best case study solution Flying student](https://www.casehero.com/wp-content/uploads/2019/05/student.png)
What Students Say About Us
![best case study solution Michael Testimonial](https://www.casehero.com/wp-content/uploads/2019/05/michael.jpg)
I finished my assignment thanks to your solution. Thank you very much for this! Much better than what I expected. It was a great idea to let me sample it before I buy – many companies donât do this, and what a wasted sale in my opinion! Best of luck! đ
How to write a case study â examples, templates, and tools
![best case study solution How to write a case study â examples, templates, and tools marquee](https://business.adobe.com/./media_18b65c83e34911ce9043e428ac4be74b50c3f320e.png?width=750&format=png&optimize=medium)
Itâs a marketerâs job to communicate the effectiveness of a product or service to potential and current customers to convince them to buy and keep business moving. One of the best methods for doing this is to share success stories that are relatable to prospects and customers based on their pain points, experiences, and overall needs.
Thatâs where case studies come in. Case studies are an essential part of a content marketing plan. These in-depth stories of customer experiences are some of the most effective at demonstrating the value of a product or service. Yet many marketers donât use them, whether because of their regimented formats or the process of customer involvement and approval.
A case study is a powerful tool for showcasing your hard work and the success your customer achieved. But writing a great case study can be difficult if youâve never done it before or if itâs been a while. This guide will show you how to write an effective case study and provide real-world examples and templates that will keep readers engaged and support your business.
In this article, youâll learn:
What is a case study?
How to write a case study, case study templates, case study examples, case study tools.
A case study is the detailed story of a customerâs experience with a product or service that demonstrates their success and often includes measurable outcomes. Case studies are used in a range of fields and for various reasons, from business to academic research. Theyâre especially impactful in marketing as brands work to convince and convert consumers with relatable, real-world stories of actual customer experiences.
The best case studies tell the story of a customerâs success, including the steps they took, the results they achieved, and the support they received from a brand along the way. To write a great case study, you need to:
- Celebrate the customer and make them â not a product or service â the star of the story.
- Craft the story with specific audiences or target segments in mind so that the story of one customer will be viewed as relatable and actionable for another customer.
- Write copy that is easy to read and engaging so that readers will gain the insights and messages intended.
- Follow a standardized format that includes all of the essentials a potential customer would find interesting and useful.
- Support all of the claims for success made in the story with data in the forms of hard numbers and customer statements.
Case studies are a type of review but more in depth, aiming to show â rather than just tell â the positive experiences that customers have with a brand. Notably, 89% of consumers read reviews before deciding to buy, and 79% view case study content as part of their purchasing process. When it comes to B2B sales, 52% of buyers rank case studies as an important part of their evaluation process.
Telling a brand story through the experience of a tried-and-true customer matters. The story is relatable to potential new customers as they imagine themselves in the shoes of the company or individual featured in the case study. Showcasing previous customers can help new ones see themselves engaging with your brand in the ways that are most meaningful to them.
Besides sharing the perspective of another customer, case studies stand out from other content marketing forms because they are based on evidence. Whether pulling from client testimonials or data-driven results, case studies tend to have more impact on new business because the story contains information that is both objective (data) and subjective (customer experience) â and the brand doesnât sound too self-promotional.
![best case study solution 89% of consumers read reviews before buying, 79% view case studies, and 52% of B2B buyers prioritize case studies in the evaluation process.](https://business.adobe.com/./media_1c6121ecc8d6310f83db664b02e74905bd80b129f.png?width=750&format=png&optimize=medium)
Case studies are unique in that thereâs a fairly standardized format for telling a customerâs story. But that doesnât mean there isnât room for creativity. Itâs all about making sure that teams are clear on the goals for the case study â along with strategies for supporting content and channels â and understanding how the story fits within the framework of the companyâs overall marketing goals.
Here are the basic steps to writing a good case study.
1. Identify your goal
Start by defining exactly who your case study will be designed to help. Case studies are about specific instances where a company works with a customer to achieve a goal. Identify which customers are likely to have these goals, as well as other needs the story should cover to appeal to them.
The answer is often found in one of the buyer personas that have been constructed as part of your larger marketing strategy. This can include anything from new leads generated by the marketing team to long-term customers that are being pressed for cross-sell opportunities. In all of these cases, demonstrating value through a relatable customer success story can be part of the solution to conversion.
2. Choose your client or subject
Who you highlight matters. Case studies tie brands together that might otherwise not cross paths. A writer will want to ensure that the highlighted customer aligns with their own companyâs brand identity and offerings. Look for a customer with positive name recognition who has had great success with a product or service and is willing to be an advocate.
The client should also match up with the identified target audience. Whichever company or individual is selected should be a reflection of other potential customers who can see themselves in similar circumstances, having the same problems and possible solutions.
Some of the most compelling case studies feature customers who:
- Switch from one product or service to another while naming competitors that missed the mark.
- Experience measurable results that are relatable to others in a specific industry.
- Represent well-known brands and recognizable names that are likely to compel action.
- Advocate for a product or service as a champion and are well-versed in its advantages.
Whoever or whatever customer is selected, marketers must ensure they have the permission of the company involved before getting started. Some brands have strict review and approval procedures for any official marketing or promotional materials that include their name. Acquiring those approvals in advance will prevent any miscommunication or wasted effort if there is an issue with their legal or compliance teams.
3. Conduct research and compile data
Substantiating the claims made in a case study â either by the marketing team or customers themselves â adds validity to the story. To do this, include data and feedback from the client that defines what success looks like. This can be anything from demonstrating return on investment (ROI) to a specific metric the customer was striving to improve. Case studies should prove how an outcome was achieved and show tangible results that indicate to the customer that your solution is the right one.
This step could also include customer interviews. Make sure that the people being interviewed are key stakeholders in the purchase decision or deployment and use of the product or service that is being highlighted. Content writers should work off a set list of questions prepared in advance. It can be helpful to share these with the interviewees beforehand so they have time to consider and craft their responses. One of the best interview tactics to keep in mind is to ask questions where yes and no are not natural answers. This way, your subject will provide more open-ended responses that produce more meaningful content.
4. Choose the right format
There are a number of different ways to format a case study. Depending on what you hope to achieve, one style will be better than another. However, there are some common elements to include, such as:
- An engaging headline
- A subject and customer introduction
- The unique challenge or challenges the customer faced
- The solution the customer used to solve the problem
- The results achieved
- Data and statistics to back up claims of success
- A strong call to action (CTA) to engage with the vendor
Itâs also important to note that while case studies are traditionally written as stories, they donât have to be in a written format. Some companies choose to get more creative with their case studies and produce multimedia content, depending on their audience and objectives. Case study formats can include traditional print stories, interactive web or social content, data-heavy infographics, professionally shot videos, podcasts, and more.
5. Write your case study
Weâll go into more detail later about how exactly to write a case study, including templates and examples. Generally speaking, though, there are a few things to keep in mind when writing your case study.
- Be clear and concise. Readers want to get to the point of the story quickly and easily, and theyâll be looking to see themselves reflected in the story right from the start.
- Provide a big picture. Always make sure to explain who the client is, their goals, and how they achieved success in a short introduction to engage the reader.
- Construct a clear narrative. Stick to the story from the perspective of the customer and what they needed to solve instead of just listing product features or benefits.
- Leverage graphics. Incorporating infographics, charts, and sidebars can be a more engaging and eye-catching way to share key statistics and data in readable ways.
- Offer the right amount of detail. Most case studies are one or two pages with clear sections that a reader can skim to find the information most important to them.
- Include data to support claims. Show real results â both facts and figures and customer quotes â to demonstrate credibility and prove the solution works.
6. Promote your story
Marketers have a number of options for distribution of a freshly minted case study. Many brands choose to publish case studies on their website and post them on social media. This can help support SEO and organic content strategies while also boosting company credibility and trust as visitors see that other businesses have used the product or service.
Marketers are always looking for quality content they can use for lead generation. Consider offering a case study as gated content behind a form on a landing page or as an offer in an email message. One great way to do this is to summarize the content and tease the full story available for download after the user takes an action.
Sales teams can also leverage case studies, so be sure they are aware that the assets exist once theyâre published. Especially when it comes to larger B2B sales, companies often ask for examples of similar customer challenges that have been solved.
Now that youâve learned a bit about case studies and what they should include, you may be wondering how to start creating great customer story content. Here are a couple of templates you can use to structure your case study.
Template 1 â Challenge-solution-result format
- Start with an engaging title. This should be fewer than 70 characters long for SEO best practices. One of the best ways to approach the title is to include the customerâs name and a hint at the challenge they overcame in the end.
- Create an introduction. Lead with an explanation as to who the customer is, the need they had, and the opportunity they found with a specific product or solution. Writers can also suggest the success the customer experienced with the solution they chose.
- Present the challenge. This should be several paragraphs long and explain the problem the customer faced and the issues they were trying to solve. Details should tie into the companyâs products and services naturally. This section needs to be the most relatable to the reader so they can picture themselves in a similar situation.
- Share the solution. Explain which product or service offered was the ideal fit for the customer and why. Feel free to delve into their experience setting up, purchasing, and onboarding the solution.
- Explain the results. Demonstrate the impact of the solution they chose by backing up their positive experience with data. Fill in with customer quotes and tangible, measurable results that show the effect of their choice.
- Ask for action. Include a CTA at the end of the case study that invites readers to reach out for more information, try a demo, or learn more â to nurture them further in the marketing pipeline. What you ask of the reader should tie directly into the goals that were established for the case study in the first place.
Template 2 â Data-driven format
- Start with an engaging title. Be sure to include a statistic or data point in the first 70 characters. Again, itâs best to include the customerâs name as part of the title.
- Create an overview. Share the customerâs background and a short version of the challenge they faced. Present the reason a particular product or service was chosen, and feel free to include quotes from the customer about their selection process.
- Present data point 1. Isolate the first metric that the customer used to define success and explain how the product or solution helped to achieve this goal. Provide data points and quotes to substantiate the claim that success was achieved.
- Present data point 2. Isolate the second metric that the customer used to define success and explain what the product or solution did to achieve this goal. Provide data points and quotes to substantiate the claim that success was achieved.
- Present data point 3. Isolate the final metric that the customer used to define success and explain what the product or solution did to achieve this goal. Provide data points and quotes to substantiate the claim that success was achieved.
- Summarize the results. Reiterate the fact that the customer was able to achieve success thanks to a specific product or service. Include quotes and statements that reflect customer satisfaction and suggest they plan to continue using the solution.
- Ask for action. Include a CTA at the end of the case study that asks readers to reach out for more information, try a demo, or learn more â to further nurture them in the marketing pipeline. Again, remember that this is where marketers can look to convert their content into action with the customer.
While templates are helpful, seeing a case study in action can also be a great way to learn. Here are some examples of how Adobe customers have experienced success.
Juniper Networks
One example is the Adobe and Juniper Networks case study , which puts the reader in the customerâs shoes. The beginning of the story quickly orients the reader so that they know exactly who the article is about and what they were trying to achieve. Solutions are outlined in a way that shows Adobe Experience Manager is the best choice and a natural fit for the customer. Along the way, quotes from the client are incorporated to help add validity to the statements. The results in the case study are conveyed with clear evidence of scale and volume using tangible data.
![best case study solution A Lenovo case study showing statistics, a pull quote and featured headshot, the headline "The customer is king.," and Adobe product links.](https://business.adobe.com/./media_1b12e1f0204c73222111f2d0f3c511de3cf10f307.png?width=750&format=png&optimize=medium)
The story of Lenovoâs journey with Adobe is one that spans years of planning, implementation, and rollout. The Lenovo case study does a great job of consolidating all of this into a relatable journey that other enterprise organizations can see themselves taking, despite the project size. This case study also features descriptive headers and compelling visual elements that engage the reader and strengthen the content.
Tata Consulting
When it comes to using data to show customer results, this case study does an excellent job of conveying details and numbers in an easy-to-digest manner. Bullet points at the start break up the content while also helping the reader understand exactly what the case study will be about. Tata Consulting used Adobe to deliver elevated, engaging content experiences for a large telecommunications client of its own â an objective thatâs relatable for a lot of companies.
Case studies are a vital tool for any marketing team as they enable you to demonstrate the value of your companyâs products and services to others. They help marketers do their job and add credibility to a brand trying to promote its solutions by using the experiences and stories of real customers.
When youâre ready to get started with a case study:
- Think about a few goals youâd like to accomplish with your content.
- Make a list of successful clients that would be strong candidates for a case study.
- Reach out to the client to get their approval and conduct an interview.
- Gather the data to present an engaging and effective customer story.
Adobe can help
There are several Adobe products that can help you craft compelling case studies. Adobe Experience Platform helps you collect data and deliver great customer experiences across every channel. Once youâve created your case studies, Experience Platform will help you deliver the right information to the right customer at the right time for maximum impact.
To learn more, watch the Adobe Experience Platform story .
Keep in mind that the best case studies are backed by data. Thatâs where Adobe Real-Time Customer Data Platform and Adobe Analytics come into play. With Real-Time CDP, you can gather the data you need to build a great case study and target specific customers to deliver the content to the right audience at the perfect moment.
Watch the Real-Time CDP overview video to learn more.
Finally, Adobe Analytics turns real-time data into real-time insights. It helps your business collect and synthesize data from multiple platforms to make more informed decisions and create the best case study possible.
Request a demo to learn more about Adobe Analytics.
https://business.adobe.com/blog/perspectives/b2b-ecommerce-10-case-studies-inspire-you
https://business.adobe.com/blog/basics/business-case
https://business.adobe.com/blog/basics/what-is-real-time-analytics
![best case study solution How to write a case study â examples, templates, and tools card image](https://business.adobe.com/./media_18b65c83e34911ce9043e428ac4be74b50c3f320e.png?width=750&format=png&optimize=medium)
![best case study solution Cart](https://hbr.org/resources/css/images/cart-icon.png)
- SUGGESTED TOPICS
- The Magazine
- Newsletters
- Managing Yourself
- Managing Teams
- Work-life Balance
- The Big Idea
- Data & Visuals
- Reading Lists
- Case Selections
- HBR Learning
- Topic Feeds
- Account Settings
- Email Preferences
HBS Case Selections
![best case study solution best case study solution](https://hbr.org/resources/css/images/case-selections/managing-your-organization-icon.png)
OpenAI: Idealism Meets Capitalism
- Shikhar Ghosh
- Shweta Bagai
Generative AI and the Future of Work
- Christopher Stanton
- Matt Higgins
Copilot(s): Generative AI at Microsoft and GitHub
- Frank Nagle
- Shane Greenstein
- Maria P. Roche
- Nataliya Langburd Wright
- Sarah Mehta
Innovation at Moog Inc.
- Brian J. Hall
- Ashley V. Whillans
- Davis Heniford
- Dominika Randle
- Caroline Witten
Innovation at Google Ads: The Sales Acceleration and Innovation Labs (SAIL) (A)
- Linda A. Hill
- Emily Tedards
Juan Valdez: Innovation in Caffeination
- Michael I. Norton
- Jeremy Dann
UGG Steps into the Metaverse
- Shunyuan Zhang
- Sharon Joseph
- Sunil Gupta
- Julia Kelley
Metaverse Wars
- David B. Yoffie
Roblox: Virtual Commerce in the Metaverse
- Ayelet Israeli
- Nicole Tempest Keller
Timnit Gebru: "SILENCED No More" on AI Bias and The Harms of Large Language Models
- Tsedal Neeley
- Stefani Ruper
Hugging Face: Serving AI on a Platform
- Kerry Herman
- Sarah Gulick
SmartOne: Building an AI Data Business
- Karim R. Lakhani
- Pippa Tubman Armerding
- Gamze Yucaoglu
- Fares Khrais
Honeywell and the Great Recession (A)
- Sandra J. Sucher
- Susan Winterberg
Target: Responding to the Recession
- Ranjay Gulati
- Catherine Ross
- Richard S. Ruback
- Royce Yudkoff
Hometown Foods: Changing Price Amid Inflation
- Julian De Freitas
- Jeremy Yang
- Das Narayandas
Elon Musk's Big Bets
- Eric Baldwin
Elon Musk: Balancing Purpose and Risk
Tesla's ceo compensation plan.
- Krishna G. Palepu
- John R. Wells
- Gabriel Ellsworth
China Rapid Finance: The Collapse of China's P2P Lending Industry
- William C. Kirby
- Bonnie Yining Cao
- John P. McHugh
Forbidden City: Launching a Craft Beer in China
- Christopher A. Bartlett
- Carole Carlson
Booking.com
- Stefan Thomke
- Daniela Beyersdorfer
Innovation at Uber: The Launch of Express POOL
- Chiara Farronato
- Alan MacCormack
Racial Discrimination on Airbnb (A)
- Michael Luca
- Scott Stern
- Hyunjin Kim
Unilever's Response to the Future of Work
- William R. Kerr
- Emilie Billaud
- Mette Fuglsang Hjortshoej
AT&T, Retraining, and the Workforce of Tomorrow
- Joseph B. Fuller
- Carl Kreitzberg
Leading Change in Talent at L'Oreal
- Lakshmi Ramarajan
- Vincent Dessain
- Emer Moloney
- William W. George
- Andrew N. McLean
Eve Hall: The African American Investment Fund in Milwaukee
- Steven S. Rogers
- Alterrell Mills
United Housing - Otis Gates
- Mercer Cook
The Home Depot: Leadership in Crisis Management
- Herman B. Leonard
- Marc J. Epstein
- Melissa Tritter
The Great East Japan Earthquake (B): Fast Retailing Group's Response
- Hirotaka Takeuchi
- Kenichi Nonomura
- Dena Neuenschwander
- Meghan Ricci
- Kate Schoch
- Sergey Vartanov
Insurer of Last Resort?: The Federal Financial Response to September 11
- David A. Moss
- Sarah Brennan
Under Armour
- Rory McDonald
- Clayton M. Christensen
- Daniel West
- Jonathan E. Palmer
- Tonia Junker
Hunley, Inc.: Casting for Growth
- John A. Quelch
- James T. Kindley
Bitfury: Blockchain for Government
- Mitchell B. Weiss
- Elena Corsi
Deutsche Bank: Pursuing Blockchain Opportunities (A)
- Lynda M. Applegate
- Christoph Muller-Bloch
Maersk: Betting on Blockchain
- Scott Johnson
Yum! Brands
- Jordan Siegel
- Christopher Poliquin
Bharti Airtel in Africa
- Tanya Bijlani
Li & Fung 2012
- F. Warren McFarlan
- Michael Shih-ta Chen
- Keith Chi-ho Wong
Sony and the JK Wedding Dance
- John Deighton
- Leora Kornfeld
United Breaks Guitars
David dao on united airlines.
- Benjamin Edelman
- Jenny Sanford
Marketing Reading: Digital Marketing
- Joseph Davin
Social Strategy at Nike
- Mikolaj Jan Piskorski
- Ryan Johnson
The Tate's Digital Transformation
Social strategy at american express, mellon financial and the bank of new york.
- Carliss Y. Baldwin
- Ryan D. Taliaferro
The Walt Disney Company and Pixar, Inc.: To Acquire or Not to Acquire?
- Juan Alcacer
- David J. Collis
Dow's Bid for Rohm and Haas
- Benjamin C. Esty
Finance Reading: The Mergers and Acquisitions Process
- John Coates
Apple: Privacy vs. Safety? (A)
- Henry W. McGee
- Nien-he Hsieh
- Sarah McAra
Sidewalk Labs: Privacy in a City Built from the Internet Up
- Leslie K. John
Data Breach at Equifax
- Suraj Srinivasan
- Quinn Pitcher
- Jonah S. Goldberg
Apple's Core
- Noam Wasserman
Design Thinking and Innovation at Apple
- Barbara Feinberg
Apple Inc. in 2012
- Penelope Rossano
Iz-Lynn Chan at Far East Organization (Abridged)
- Anthony J. Mayo
- Dana M. Teppert
Barbara Norris: Leading Change in the General Surgery Unit
- Boris Groysberg
- Nitin Nohria
- Deborah Bell
Adobe Systems: Working Towards a "Suite" Release (A)
- David A. Thomas
- Lauren Barley
Home Nursing of North Carolina
Castronics, llc, gemini investors, angie's list: ratings pioneer turns 20.
- Robert J. Dolan
Basecamp: Pricing
- Frank V. Cespedes
- Robb Fitzsimmons
J.C. Penney's "Fair and Square" Pricing Strategy
J.c. penney's 'fair and square' strategy (c): back to the future.
- Jose B. Alvarez
Osaro: Picking the best path
- James Palano
- Bastiane Huang
HubSpot and Motion AI: Chatbot-Enabled CRM
- Thomas Steenburgh
GROW: Using Artificial Intelligence to Screen Human Intelligence
- Ethan S. Bernstein
- Paul D. McKinnon
- Paul Yarabe
![best case study solution best case study solution](https://hbr.org/resources/css/images/case-selections/managing-your-team-icon.png)
Arup: Building the Water Cube
- Robert G. Eccles
- Amy C. Edmondson
- Dilyana Karadzhova
(Re)Building a Global Team: Tariq Khan at Tek
Managing a global team: greg james at sun microsystems, inc. (a).
- Thomas J. DeLong
Organizational Behavior Reading: Leading Global Teams
Ron ventura at mitchell memorial hospital.
- Heide Abelli
Anthony Starks at InSiL Therapeutics (A)
- Gary P. Pisano
- Vicki L. Sato
Wolfgang Keller at Konigsbrau-TAK (A)
- John J. Gabarro
![best case study solution best case study solution](https://hbr.org/resources/css/images/case-selections/building-skills-icon.png)
Midland Energy Resources, Inc.: Cost of Capital
- Timothy A. Luehrman
- Joel L. Heilprin
Globalizing the Cost of Capital and Capital Budgeting at AES
- Mihir A. Desai
- Doug Schillinger
Cost of Capital at Ameritrade
- Mark Mitchell
- Erik Stafford
Finance Reading: Cost of Capital
![best case study solution best case study solution](https://hbr.org/resources/css/images/case-selections/managing-yourself-icon.png)
David Neeleman: Flight Path of a Servant Leader (A)
- Matthew D. Breitfelder
Coach Hurley at St. Anthony High School
- Scott A. Snook
- Bradley C. Lawrence
Shapiro Global
- Michael Brookshire
- Monica Haugen
- Michelle Kravetz
- Sarah Sommer
Kathryn McNeil (A)
- Joseph L. Badaracco Jr.
- Jerry Useem
Carol Fishman Cohen: Professional Career Reentry (A)
- Myra M. Hart
- Robin J. Ely
- Susan Wojewoda
Alex Montana at ESH Manufacturing Co.
- Michael Kernish
Michelle Levene (A)
- Tiziana Casciaro
- Victoria W. Winston
John and Andrea Rice: Entrepreneurship and Life
- Howard H. Stevenson
- Janet Kraus
- Shirley M. Spence
Partner Center
Business growth
Marketing tips
16 case study examples (+ 3 templates to make your own)
![best case study solution Hero image with an icon representing a case study](https://images.ctfassets.net/lzny33ho1g45/4JZVglEqNwt9L9UpaEjxIo/081978a72c139acccf7ee39ed290ffd8/case-study-hero.png?w=1520&fm=jpg&q=30&fit=thumb&h=760)
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 examplesÂ
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.
1. .css-yjptlz-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-yjptlz-Link[data-color='ocean']{color:#3d4592;}.css-yjptlz-Link[data-color='ocean']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='ocean']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='white']{color:#fffdf9;}.css-yjptlz-Link[data-color='white']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='white']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-color='primary']{color:#3d4592;}.css-yjptlz-Link[data-color='primary']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='primary']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='secondary']{color:#fffdf9;}.css-yjptlz-Link[data-color='secondary']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='secondary']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-weight='inherit']{font-weight:inherit;}.css-yjptlz-Link[data-weight='normal']{font-weight:400;}.css-yjptlz-Link[data-weight='bold']{font-weight:700;} Volcanica Coffee and AdRoll
![best case study solution On top of a background of coffee beans, a block of text with percentage growth statistics for how AdRoll nitro-fueled Volcanica coffee.](https://images.ctfassets.net/lzny33ho1g45/5zkCdb92Aqc4B6LGt3Itpt/ebeec0d1cca69cedbf242d74d90454fd/Volcanica-AdRoll-case-study-example.png?w=1400)
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-yjptlz-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-yjptlz-Link[data-color='ocean']{color:#3d4592;}.css-yjptlz-Link[data-color='ocean']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='ocean']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='white']{color:#fffdf9;}.css-yjptlz-Link[data-color='white']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='white']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-color='primary']{color:#3d4592;}.css-yjptlz-Link[data-color='primary']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='primary']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='secondary']{color:#fffdf9;}.css-yjptlz-Link[data-color='secondary']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='secondary']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-weight='inherit']{font-weight:inherit;}.css-yjptlz-Link[data-weight='normal']{font-weight:400;}.css-yjptlz-Link[data-weight='bold']{font-weight:700;} Taylor Guitars and Airtable
![best case study solution Screenshot of the Taylor Guitars and Airtable case study, with the title: Taylor Guitars brings more music into the world with Airtable](https://images.ctfassets.net/lzny33ho1g45/6LEd8k451DjuJ74WiJnAdw/f50700410b8f23ebe056e16e2a713967/taylor_guitars-airtable.png?w=1400)
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.
3. .css-yjptlz-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-yjptlz-Link[data-color='ocean']{color:#3d4592;}.css-yjptlz-Link[data-color='ocean']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='ocean']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='white']{color:#fffdf9;}.css-yjptlz-Link[data-color='white']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='white']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-color='primary']{color:#3d4592;}.css-yjptlz-Link[data-color='primary']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='primary']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='secondary']{color:#fffdf9;}.css-yjptlz-Link[data-color='secondary']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='secondary']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-weight='inherit']{font-weight:inherit;}.css-yjptlz-Link[data-weight='normal']{font-weight:400;}.css-yjptlz-Link[data-weight='bold']{font-weight:700;} EndeavourX and Figma
![best case study solution Screenshot of the Endeavour and Figma case study, showing a bulleted list about why EndeavourX chose Figma followed by an image of EndeavourX's workspace on Figma](https://images.ctfassets.net/lzny33ho1g45/37ShMunWKqi19KqZqyFx0P/baecf9ba5d439525c1042b7a0c1cdeda/EndeavourX-figma-case-study-example.png?w=1400)
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.
4. .css-yjptlz-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-yjptlz-Link[data-color='ocean']{color:#3d4592;}.css-yjptlz-Link[data-color='ocean']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='ocean']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='white']{color:#fffdf9;}.css-yjptlz-Link[data-color='white']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='white']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-color='primary']{color:#3d4592;}.css-yjptlz-Link[data-color='primary']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='primary']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='secondary']{color:#fffdf9;}.css-yjptlz-Link[data-color='secondary']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='secondary']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-weight='inherit']{font-weight:inherit;}.css-yjptlz-Link[data-weight='normal']{font-weight:400;}.css-yjptlz-Link[data-weight='bold']{font-weight:700;} ActiveCampaign and Zapier
![best case study solution Screenshot of Zapier's case study with ActiveCampaign, showing three data visualizations on purple backgrounds](https://images.ctfassets.net/lzny33ho1g45/7Khw3zYIK2VHIt5Zce3mTP/79114737afbe50ea63ad28cbb5b6669b/active_campaign.png?w=1400)
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.Â
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.
5. .css-yjptlz-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-yjptlz-Link[data-color='ocean']{color:#3d4592;}.css-yjptlz-Link[data-color='ocean']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='ocean']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='white']{color:#fffdf9;}.css-yjptlz-Link[data-color='white']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='white']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-color='primary']{color:#3d4592;}.css-yjptlz-Link[data-color='primary']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='primary']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='secondary']{color:#fffdf9;}.css-yjptlz-Link[data-color='secondary']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='secondary']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-weight='inherit']{font-weight:inherit;}.css-yjptlz-Link[data-weight='normal']{font-weight:400;}.css-yjptlz-Link[data-weight='bold']{font-weight:700;} Ironclad and OpenAI
![best case study solution Screenshot of a video from the Ironclad and OpenAI case study showing the Ironclad AI Assist feature](https://images.ctfassets.net/lzny33ho1g45/boU64Sb4KEtZMtNWbcm0B/d4c825a4297fc9e55f5d8c0d5a82617f/ironclad.png?w=1400)
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.Â
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.
6. .css-yjptlz-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-yjptlz-Link[data-color='ocean']{color:#3d4592;}.css-yjptlz-Link[data-color='ocean']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='ocean']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='white']{color:#fffdf9;}.css-yjptlz-Link[data-color='white']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='white']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-color='primary']{color:#3d4592;}.css-yjptlz-Link[data-color='primary']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='primary']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='secondary']{color:#fffdf9;}.css-yjptlz-Link[data-color='secondary']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='secondary']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-weight='inherit']{font-weight:inherit;}.css-yjptlz-Link[data-weight='normal']{font-weight:400;}.css-yjptlz-Link[data-weight='bold']{font-weight:700;} Shopify and GitHub
![best case study solution Screenshot of the Shopify and GitHub case study, with the title "Shopify keeps pushing ecommerce forward with help from GitHub tools," followed by a photo of a plant and a Shopify bag on a table on a dark background](https://images.ctfassets.net/lzny33ho1g45/1yqd00ODPxdbWF4Muf0FM9/2f3c2f0222015a1d632e8b487e9407eb/Shopify_github.png?w=1400)
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.Â
7 . .css-yjptlz-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-yjptlz-Link[data-color='ocean']{color:#3d4592;}.css-yjptlz-Link[data-color='ocean']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='ocean']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='white']{color:#fffdf9;}.css-yjptlz-Link[data-color='white']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='white']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-color='primary']{color:#3d4592;}.css-yjptlz-Link[data-color='primary']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='primary']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='secondary']{color:#fffdf9;}.css-yjptlz-Link[data-color='secondary']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='secondary']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-weight='inherit']{font-weight:inherit;}.css-yjptlz-Link[data-weight='normal']{font-weight:400;}.css-yjptlz-Link[data-weight='bold']{font-weight:700;} Audible and Contentful
![best case study solution Screenshot of the Audible and Contentful case study showing images of titles on Audible](https://images.ctfassets.net/lzny33ho1g45/7cjUfjJD0srKSl2neIESFJ/9b943d11632863fbd9c165676a88db7d/Audible.png?w=1400)
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.Â
Takeaway: Inject some brand voice into the case study, and create assets that tell the story for you.
8 . .css-yjptlz-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-yjptlz-Link[data-color='ocean']{color:#3d4592;}.css-yjptlz-Link[data-color='ocean']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='ocean']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='white']{color:#fffdf9;}.css-yjptlz-Link[data-color='white']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='white']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-color='primary']{color:#3d4592;}.css-yjptlz-Link[data-color='primary']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='primary']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='secondary']{color:#fffdf9;}.css-yjptlz-Link[data-color='secondary']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='secondary']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-weight='inherit']{font-weight:inherit;}.css-yjptlz-Link[data-weight='normal']{font-weight:400;}.css-yjptlz-Link[data-weight='bold']{font-weight:700;} Zoom and Asana
![best case study solution Screenshot of Zoom and Asana's case study on a navy blue background and an image of someone sitting on a Zoom call at a desk with the title "Zoom saves 133 work weeks per year with Asana"](https://images.ctfassets.net/lzny33ho1g45/7lpwkdtXc3SOigHRx222zY/3ddeb7506af0163f43ee34af752b4b89/Zoom-asana.png?w=1400)
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.Â
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-yjptlz-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-yjptlz-Link[data-color='ocean']{color:#3d4592;}.css-yjptlz-Link[data-color='ocean']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='ocean']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='white']{color:#fffdf9;}.css-yjptlz-Link[data-color='white']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='white']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-color='primary']{color:#3d4592;}.css-yjptlz-Link[data-color='primary']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='primary']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='secondary']{color:#fffdf9;}.css-yjptlz-Link[data-color='secondary']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='secondary']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-weight='inherit']{font-weight:inherit;}.css-yjptlz-Link[data-weight='normal']{font-weight:400;}.css-yjptlz-Link[data-weight='bold']{font-weight:700;} Hickies and Mailchimp
![best case study solution Screenshot of the Hickies and Mailchimp case study with the title in a fun orange font, followed by a paragraph of text and a photo of a couple sitting on a couch looking at each other and smiling](https://images.ctfassets.net/lzny33ho1g45/5HwBawCVh8mMcTnNxd9nr2/ba07108fa9e13441e68f9887309e6ca2/Hickies-mailchimp.png?w=1400)
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-yjptlz-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-yjptlz-Link[data-color='ocean']{color:#3d4592;}.css-yjptlz-Link[data-color='ocean']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='ocean']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='white']{color:#fffdf9;}.css-yjptlz-Link[data-color='white']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='white']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-color='primary']{color:#3d4592;}.css-yjptlz-Link[data-color='primary']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='primary']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='secondary']{color:#fffdf9;}.css-yjptlz-Link[data-color='secondary']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='secondary']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-weight='inherit']{font-weight:inherit;}.css-yjptlz-Link[data-weight='normal']{font-weight:400;}.css-yjptlz-Link[data-weight='bold']{font-weight:700;} NVIDIA and Workday
![best case study solution Screenshot of NVIDIA and Workday's case study with a photo of a group of people standing around a tall desk and smiling and the title "NVIDIA hires game changers"](https://images.ctfassets.net/lzny33ho1g45/1HoY5X6CwiwqAJTdOy95Fb/45155c239c0ec7e5f4eec494e558abfd/nvidia-workday.png?w=1400)
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.
11. .css-yjptlz-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-yjptlz-Link[data-color='ocean']{color:#3d4592;}.css-yjptlz-Link[data-color='ocean']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='ocean']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='white']{color:#fffdf9;}.css-yjptlz-Link[data-color='white']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='white']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-color='primary']{color:#3d4592;}.css-yjptlz-Link[data-color='primary']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='primary']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='secondary']{color:#fffdf9;}.css-yjptlz-Link[data-color='secondary']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='secondary']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-weight='inherit']{font-weight:inherit;}.css-yjptlz-Link[data-weight='normal']{font-weight:400;}.css-yjptlz-Link[data-weight='bold']{font-weight:700;} KFC and Contentful
![best case study solution Screenshot of KFC and Contentful's case study showing the outcome of the study, showing two stats: 43% increase in YoY digital sales and 50%+ increase in AU digital sales YoY](https://images.ctfassets.net/lzny33ho1g45/6yWYeVn0FYCYoQ1bpgxjaK/d1278fd5ede20127a5b271ec45fea9f9/KFC_and_Contentful.png?w=1400)
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.Â
12. .css-yjptlz-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-yjptlz-Link[data-color='ocean']{color:#3d4592;}.css-yjptlz-Link[data-color='ocean']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='ocean']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='white']{color:#fffdf9;}.css-yjptlz-Link[data-color='white']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='white']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-color='primary']{color:#3d4592;}.css-yjptlz-Link[data-color='primary']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='primary']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='secondary']{color:#fffdf9;}.css-yjptlz-Link[data-color='secondary']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='secondary']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-weight='inherit']{font-weight:inherit;}.css-yjptlz-Link[data-weight='normal']{font-weight:400;}.css-yjptlz-Link[data-weight='bold']{font-weight:700;} Intuit and Twilio
![best case study solution Screenshot of the Intuit and Twilio case study on a dark background with three small, light green icons illustrating three important data points](https://images.ctfassets.net/lzny33ho1g45/fP0bgubUQMJ9Ukl3Zj0Zg/69c144bbf1abdd2902a2e722069c73c9/intuit-twilio.png?w=1400)
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.
13. .css-yjptlz-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-yjptlz-Link[data-color='ocean']{color:#3d4592;}.css-yjptlz-Link[data-color='ocean']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='ocean']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='white']{color:#fffdf9;}.css-yjptlz-Link[data-color='white']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='white']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-color='primary']{color:#3d4592;}.css-yjptlz-Link[data-color='primary']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='primary']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='secondary']{color:#fffdf9;}.css-yjptlz-Link[data-color='secondary']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='secondary']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-weight='inherit']{font-weight:inherit;}.css-yjptlz-Link[data-weight='normal']{font-weight:400;}.css-yjptlz-Link[data-weight='bold']{font-weight:700;} Spotify and Salesforce
![best case study solution Screenshot of Spotify and Salesforce's case study showing a still of a video with the title "Automation keeps Spotify's ad business growing year over year"](https://images.ctfassets.net/lzny33ho1g45/13Pn5apsHtf1UWmJj91JiT/1c8f3daab0fb4d1ed78e08f796d3ab93/spotify-salesforce.png?w=1400)
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.
14. .css-yjptlz-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-yjptlz-Link[data-color='ocean']{color:#3d4592;}.css-yjptlz-Link[data-color='ocean']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='ocean']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='white']{color:#fffdf9;}.css-yjptlz-Link[data-color='white']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='white']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-color='primary']{color:#3d4592;}.css-yjptlz-Link[data-color='primary']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='primary']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='secondary']{color:#fffdf9;}.css-yjptlz-Link[data-color='secondary']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='secondary']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-weight='inherit']{font-weight:inherit;}.css-yjptlz-Link[data-weight='normal']{font-weight:400;}.css-yjptlz-Link[data-weight='bold']{font-weight:700;} Benchling and Airtable
![best case study solution Screenshot of the Benchling and Airtable case study with the title: How Benchling achieves scientific breakthroughs via efficiency](https://images.ctfassets.net/lzny33ho1g45/1tj80HiUzQVZYtL8S8l6AA/0167935636b40196508dfe0340745cc4/Benchling-airtable.png?w=1400)
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.Â
And that's precisely why this case study deserves a readâit 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.
15. .css-yjptlz-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-yjptlz-Link[data-color='ocean']{color:#3d4592;}.css-yjptlz-Link[data-color='ocean']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='ocean']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='white']{color:#fffdf9;}.css-yjptlz-Link[data-color='white']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='white']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-color='primary']{color:#3d4592;}.css-yjptlz-Link[data-color='primary']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='primary']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='secondary']{color:#fffdf9;}.css-yjptlz-Link[data-color='secondary']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='secondary']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-weight='inherit']{font-weight:inherit;}.css-yjptlz-Link[data-weight='normal']{font-weight:400;}.css-yjptlz-Link[data-weight='bold']{font-weight:700;} Chipotle and Hubble
![best case study solution Screenshot of the Chipotle and Hubble case study with the title "Mexican food chain replaces Discoverer with Hubble and sees major efficiency improvements," followed by a photo of the outside of a Chipotle restaurant](https://images.ctfassets.net/lzny33ho1g45/3fn7MM1XDYtkpbowIVPExA/fe59afe7fe5239e241d4fee520d420f8/Chipotle-hubble.png?w=1400)
The concision of this case study is refreshing. It features two sectionsâthe challenge and the solutionâall 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.Â
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.
16. .css-yjptlz-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-yjptlz-Link[data-color='ocean']{color:#3d4592;}.css-yjptlz-Link[data-color='ocean']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='ocean']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='white']{color:#fffdf9;}.css-yjptlz-Link[data-color='white']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='white']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-color='primary']{color:#3d4592;}.css-yjptlz-Link[data-color='primary']:hover{color:#2b2358;}.css-yjptlz-Link[data-color='primary']:focus{color:#3d4592;outline-color:#3d4592;}.css-yjptlz-Link[data-color='secondary']{color:#fffdf9;}.css-yjptlz-Link[data-color='secondary']:hover{color:#a8a5a0;}.css-yjptlz-Link[data-color='secondary']:focus{color:#fffdf9;outline-color:#fffdf9;}.css-yjptlz-Link[data-weight='inherit']{font-weight:inherit;}.css-yjptlz-Link[data-weight='normal']{font-weight:400;}.css-yjptlz-Link[data-weight='bold']{font-weight:700;} Hudl and Zapier
![best case study solution Screenshot of Hudl and Zapier's case study, showing data visualizations at the bottom, two photos of people playing sports on the top right , and a quote from the Hudl team on the topleft](https://images.ctfassets.net/lzny33ho1g45/7cjePmy8Dm8NHl1rgrYNiE/80215424a152774f6bb1b45f6e221825/hudl-zapier.png?w=1400)
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
![best case study solution Screenshot of Zapier's first case study template, with the title and three spots for data callouts at the top on a light peach-colored background, followed by a place to write the main success of the case study on a dark green background](https://images.ctfassets.net/lzny33ho1g45/5YvyTlGHWeugvNnzddcDk7/8c9669cb50cb6e2077e595cebbe5613f/case-study-template-1.webp?w=1400)
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
![best case study solution Screenshot of Zapier's second case study template, with the title, objectives, and overview on a dark blue background with an orange strip in the middle with a place to write the main success of the case study](https://images.ctfassets.net/lzny33ho1g45/4J52FdDVIqW3nCBCsNX36Y/f5302049eb0827854f7fa0020b2a936f/case-study-template-2.webp?w=1400)
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.Â
Case study template 3
![best case study solution Screenshot of Zapier's third case study template, with the places for title, objectives, and about the business on a dark green background followed by three spots for data callouts in orange boxes](https://images.ctfassets.net/lzny33ho1g45/5DQ2Lyw1acWAnz4q7xrQmW/1ec9d01767c1ed9997db2049ac196463/case-study-template-3.webp?w=1400)
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.Â
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? Greatâit'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.Â
Related reading:
Get productivity tips delivered straight to your inbox
Weâll email you 1-3 times per weekâand never share your information.
![best case study solution Hachem Ramki picture](https://images.ctfassets.net/lzny33ho1g45/1UHzmuCAxVLMswlXBjPBoK/89ba990078453d163bbf00f5634c8e1e/siege-hachem-ramki.jpg)
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.
- Content marketing
Related articles
![best case study solution Hero image with the OpenAI logo](https://images.ctfassets.net/lzny33ho1g45/1AMl05tX2gnn3HJkw3WK9n/9c75658b75948096e11c84efb29d930c/OpenAI_-_new_green.jpg?w=896&fm=jpg&q=30&fit=thumb)
How to use ChatGPT for copywriting and content ideation
How to use ChatGPT for copywriting and...
![best case study solution A hero image for LinkedIn app tips with the LinkedIn logo on a blue background](https://images.ctfassets.net/lzny33ho1g45/iORF0CVaM9DdDBIS4dz9W/93a56ec07b57ec19b93cb593febbcc8f/linkedin.png?w=896&fm=jpg&q=30&fit=thumb)
12 Linkedin Lead Gen Form examples to inspire your next campaign
12 Linkedin Lead Gen Form examples to...
![best case study solution Hero image with an icon of an envelope representing email](https://images.ctfassets.net/lzny33ho1g45/4UaHMV8WKreMrNHSaVhUJ8/fdf1fcc748bc8bb0b9b1c4e467bf069f/download__4_.jpeg?w=896&fm=jpg&q=30&fit=thumb)
14 types of email marketing to experiment with
14 types of email marketing to experiment...
![best case study solution Hero image with an orange icon of a person with a star on a light blue background.](https://images.ctfassets.net/lzny33ho1g45/3nQtdQNJpBjLwTLTQo3cLJ/1729cf30c285e57cef95afbab9761c0a/automation-for-tracking-leads-00-hero.jpg?w=896&fm=jpg&q=30&fit=thumb)
8 business anniversary marketing ideas and examples worth celebrating
8 business anniversary marketing ideas and...
Improve your productivity automatically. Use Zapier to get your apps working together.
![best case study solution A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'](https://res.cloudinary.com/zapier-media/image/upload/f_auto/q_auto/v1667941775/Blog/Generic/backgroundArtwork.png)
How to Write a Case Study: Bookmarkable Guide & Template
![best case study solution Braden Becker](https://53.fs1.hubspotusercontent-na1.net/hub/53/hubfs/HSHeadshots1818-TheDangerBooth-124-compressor.jpg?width=48&height=48&name=HSHeadshots1818-TheDangerBooth-124-compressor.jpg)
Published: November 30, 2023
Earning the trust of prospective customers can be a struggle. Before you can even begin to expect to earn their business, you need to demonstrate your ability to deliver on what your product or service promises.
![best case study solution company conducting case study with candidate after learning how to write a case study](https://blog.hubspot.com/hs-fs/hubfs/company%20stakeholder%20conducting%20case%20study%20with%20candidate%20after%20learning%20how%20to%20write%20a%20case%20study.jpg?width=595&height=400&name=company%20stakeholder%20conducting%20case%20study%20with%20candidate%20after%20learning%20how%20to%20write%20a%20case%20study.jpg)
Sure, you could say that you're great at X or that you're way ahead of the competition when it comes to Y. But at the end of the day, what you really need to win new business is cold, hard proof.
One of the best ways to prove your worth is through a compelling case study. In fact, HubSpotâs 2020 State of Marketing report found that case studies are so compelling that they are the fifth most commonly used type of content used by marketers.
![best case study solution Download Now: 3 Free Case Study Templates](https://no-cache.hubspot.com/cta/default/53/d9168e25-63d1-4ff5-aea9-9820a5de6a56.png)
Below, I'll walk you through what a case study is, how to prepare for writing one, what you need to include in it, and how it can be an effective tactic. To jump to different areas of this post, click on the links below to automatically scroll.
Case Study Definition
Case study templates, how to write a case study.
- How to Format a Case Study
Business Case Study Examples
A case study is a specific challenge a business has faced, and the solution they've chosen to solve it. Case studies can vary greatly in length and focus on several details related to the initial challenge and applied solution, and can be presented in various forms like a video, white paper, blog post, etc.
In professional settings, it's common for a case study to tell the story of a successful business partnership between a vendor and a client. Perhaps the success you're highlighting is in the number of leads your client generated, customers closed, or revenue gained. Any one of these key performance indicators (KPIs) are examples of your company's services in action.
When done correctly, these examples of your work can chronicle the positive impact your business has on existing or previous customers and help you attract new clients.
![best case study solution](https://blog.hubspot.com/hubfs/Case%20Study%20Creation%20Kit%2001-300.png)
Free Case Study Templates
Showcase your company's success using these three free case study templates.
- Data-Driven Case Study Template
- Product-Specific Case Study Template
- General Case Study Template
You're all set!
Click this link to access this resource at any time.
Why write a case study?
I know, youâre thinking â Okay, but why do I need to write one of these? â The truth is that while case studies are a huge undertaking, they are powerful marketing tools that allow you to demonstrate the value of your product to potential customers using real-world examples. Here are a few reasons why you should write case studies.
1. Explain Complex Topics or Concepts
Case studies give you the space to break down complex concepts, ideas, and strategies and show how they can be applied in a practical way. You can use real-world examples, like an existing client, and use their story to create a compelling narrative that shows how your product solved their issue and how those strategies can be repeated to help other customers get similar successful results.
2. Show Expertise
Case studies are a great way to demonstrate your knowledge and expertise on a given topic or industry. This is where you get the opportunity to show off your problem-solving skills and how youâve generated successful outcomes for clients youâve worked with.
3. Build Trust and Credibility
In addition to showing off the attributes above, case studies are an excellent way to build credibility. Theyâre often filled with data and thoroughly researched, which shows readers youâve done your homework. They can have confidence in the solutions youâve presented because theyâve read through as youâve explained the problem and outlined step-by-step what it took to solve it. All of these elements working together enable you to build trust with potential customers.
4. Create Social Proof
Using existing clients that have seen success working with your brand builds social proof . People are more likely to choose your brand if they know that others have found success working with you. Case studies do just that â putting your success on display for potential customers to see.
All of these attributes work together to help you gain more clients. Plus you can even use quotes from customers featured in these studies and repurpose them in other marketing content. Now that you know more about the benefits of producing a case study, letâs check out how long these documents should be.
How long should a case study be?
The length of a case study will vary depending on the complexity of the project or topic discussed. However, as a general guideline, case studies typically range from 500 to 1,500 words.
Whatever length you choose, it should provide a clear understanding of the challenge, the solution you implemented, and the results achieved. This may be easier said than done, but it's important to strike a balance between providing enough detail to make the case study informative and concise enough to keep the reader's interest.
The primary goal here is to effectively communicate the key points and takeaways of the case study. Itâs worth noting that this shouldnât be a wall of text. Use headings, subheadings, bullet points, charts, and other graphics to break up the content and make it more scannable for readers. Weâve also seen brands incorporate video elements into case studies listed on their site for a more engaging experience.
Ultimately, the length of your case study should be determined by the amount of information necessary to convey the story and its impact without becoming too long. Next, letâs look at some templates to take the guesswork out of creating one.
To help you arm your prospects with information they can trust, we've put together a step-by-step guide on how to create effective case studies for your business with free case study templates for creating your own.
Tell us a little about yourself below to gain access today:
And to give you more options, weâll highlight some useful templates that serve different needs. But remember, there are endless possibilities when it comes to demonstrating the work your business has done.
1. General Case Study Template
![best case study solution case study templates: general](https://blog.hubspot.com/hs-fs/hubfs/Google%20Drive%20Integration/How%20to%20Write%20a%20Case%20Study%20Bookmarkable%20Guide%20%26%20Template-Apr-22-2022-06-33-18-54-PM.png?width=465&height=616&name=How%20to%20Write%20a%20Case%20Study%20Bookmarkable%20Guide%20%26%20Template-Apr-22-2022-06-33-18-54-PM.png)
Do you have a specific product or service that youâre trying to sell, but not enough reviews or success stories? This Product Specific case study template will help.
This template relies less on metrics, and more on highlighting the customerâs experience and satisfaction. As you follow the template instructions, youâll be prompted to speak more about the benefits of the specific product, rather than your teamâs process for working with the customer.
4. Bold Social Media Business Case Study Template
![best case study solution case study templates: bold social media business](https://blog.hubspot.com/hs-fs/hubfs/the-ultimate-guide-to-creating-compelling-case-studies_11.webp?width=462&height=600&name=the-ultimate-guide-to-creating-compelling-case-studies_11.webp)
You can find templates that represent different niches, industries, or strategies that your business has found success in â like a bold social media business case study template.
In this template, you can tell the story of how your social media marketing strategy has helped you or your client through collaboration or sale of your service. Customize it to reflect the different marketing channels used in your business and show off how well your business has been able to boost traffic, engagement, follows, and more.
5. Lead Generation Business Case Study Template
![best case study solution case study templates: lead generation business](https://blog.hubspot.com/hs-fs/hubfs/the-ultimate-guide-to-creating-compelling-case-studies_21.webp?width=480&height=622&name=the-ultimate-guide-to-creating-compelling-case-studies_21.webp)
Itâs important to note that not every case study has to be the product of a sale or customer story, sometimes they can be informative lessons that your own business has experienced. A great example of this is the Lead Generation Business case study template.
If youâre looking to share operational successes regarding how your team has improved processes or content, you should include the stories of different team members involved, how the solution was found, and how it has made a difference in the work your business does.
Now that weâve discussed different templates and ideas for how to use them, letâs break down how to create your own case study with one.
- Get started with case study templates.
- Determine the case study's objective.
- Establish a case study medium.
- Find the right case study candidate.
- Contact your candidate for permission to write about them.
- Ensure you have all the resources you need to proceed once you get a response.
- Download a case study email template.
- Define the process you want to follow with the client.
- Ensure you're asking the right questions.
- Layout your case study format.
- Publish and promote your case study.
1. Get started with case study templates.
Telling your customer's story is a delicate process â you need to highlight their success while naturally incorporating your business into their story.
If you're just getting started with case studies, we recommend you download HubSpot's Case Study Templates we mentioned before to kickstart the process.
2. Determine the case study's objective.
All business case studies are designed to demonstrate the value of your services, but they can focus on several different client objectives.
Your first step when writing a case study is to determine the objective or goal of the subject you're featuring. In other words, what will the client have succeeded in doing by the end of the piece?
The client objective you focus on will depend on what you want to prove to your future customers as a result of publishing this case study.
Your case study can focus on one of the following client objectives:
- Complying with government regulation
- Lowering business costs
- Becoming profitable
- Generating more leads
- Closing on more customers
- Generating more revenue
- Expanding into a new market
- Becoming more sustainable or energy-efficient
3. Establish a case study medium.
Next, you'll determine the medium in which you'll create the case study. In other words, how will you tell this story?
Case studies don't have to be simple, written one-pagers. Using different media in your case study can allow you to promote your final piece on different channels. For example, while a written case study might just live on your website and get featured in a Facebook post, you can post an infographic case study on Pinterest and a video case study on your YouTube channel.
Here are some different case study mediums to consider:
Written Case Study
Consider writing this case study in the form of an ebook and converting it to a downloadable PDF. Then, gate the PDF behind a landing page and form for readers to fill out before downloading the piece, allowing this case study to generate leads for your business.
Video Case Study
Plan on meeting with the client and shooting an interview. Seeing the subject, in person, talk about the service you provided them can go a long way in the eyes of your potential customers.
Infographic Case Study
Use the long, vertical format of an infographic to tell your success story from top to bottom. As you progress down the infographic, emphasize major KPIs using bigger text and charts that show the successes your client has had since working with you.
Podcast Case Study
Podcasts are a platform for you to have a candid conversation with your client. This type of case study can sound more real and human to your audience â they'll know the partnership between you and your client was a genuine success.
4. Find the right case study candidate.
Writing about your previous projects requires more than picking a client and telling a story. You need permission, quotes, and a plan. To start, here are a few things to look for in potential candidates.
Product Knowledge
It helps to select a customer who's well-versed in the logistics of your product or service. That way, he or she can better speak to the value of what you offer in a way that makes sense for future customers.
Remarkable Results
Clients that have seen the best results are going to make the strongest case studies. If their own businesses have seen an exemplary ROI from your product or service, they're more likely to convey the enthusiasm that you want prospects to feel, too.
One part of this step is to choose clients who have experienced unexpected success from your product or service. When you've provided non-traditional customers â in industries that you don't usually work with, for example â with positive results, it can help to remove doubts from prospects.
Recognizable Names
While small companies can have powerful stories, bigger or more notable brands tend to lend credibility to your own. In fact, 89% of consumers say they'll buy from a brand they already recognize over a competitor, especially if they already follow them on social media.
Customers that came to you after working with a competitor help highlight your competitive advantage and might even sway decisions in your favor.
5. Contact your candidate for permission to write about them.
To get the case study candidate involved, you have to set the stage for clear and open communication. That means outlining expectations and a timeline right away â not having those is one of the biggest culprits in delayed case study creation.
Most importantly at this point, however, is getting your subject's approval. When first reaching out to your case study candidate, provide them with the case study's objective and format â both of which you will have come up with in the first two steps above.
To get this initial permission from your subject, put yourself in their shoes â what would they want out of this case study? Although you're writing this for your own company's benefit, your subject is far more interested in the benefit it has for them.
Benefits to Offer Your Case Study Candidate
Here are four potential benefits you can promise your case study candidate to gain their approval.
Brand Exposure
Explain to your subject to whom this case study will be exposed, and how this exposure can help increase their brand awareness both in and beyond their own industry. In the B2B sector, brand awareness can be hard to collect outside one's own market, making case studies particularly useful to a client looking to expand their name's reach.
Employee Exposure
Allow your subject to provide quotes with credits back to specific employees. When this is an option for them, their brand isn't the only thing expanding its reach â their employees can get their name out there, too. This presents your subject with networking and career development opportunities they might not have otherwise.
Product Discount
This is a more tangible incentive you can offer your case study candidate, especially if they're a current customer of yours. If they agree to be your subject, offer them a product discount â or a free trial of another product â as a thank-you for their help creating your case study.
Backlinks and Website Traffic
Here's a benefit that is sure to resonate with your subject's marketing team: If you publish your case study on your website, and your study links back to your subject's website â known as a "backlink" â this small gesture can give them website traffic from visitors who click through to your subject's website.
Additionally, a backlink from you increases your subject's page authority in the eyes of Google. This helps them rank more highly in search engine results and collect traffic from readers who are already looking for information about their industry.
6. Ensure you have all the resources you need to proceed once you get a response.
So you know what youâre going to offer your candidate, itâs time that you prepare the resources needed for if and when they agree to participate, like a case study release form and success story letter.
Let's break those two down.
Case Study Release Form
This document can vary, depending on factors like the size of your business, the nature of your work, and what you intend to do with the case studies once they are completed. That said, you should typically aim to include the following in the Case Study Release Form:
- A clear explanation of why you are creating this case study and how it will be used.
- A statement defining the information and potentially trademarked information you expect to include about the company â things like names, logos, job titles, and pictures.
- An explanation of what you expect from the participant, beyond the completion of the case study. For example, is this customer willing to act as a reference or share feedback, and do you have permission to pass contact information along for these purposes?
- A note about compensation.
Success Story Letter
As noted in the sample email, this document serves as an outline for the entire case study process. Other than a brief explanation of how the customer will benefit from case study participation, you'll want to be sure to define the following steps in the Success Story Letter.
7. Download a case study email template.
While you gathered your resources, your candidate has gotten time to read over the proposal. When your candidate approves of your case study, it's time to send them a release form.
A case study release form tells you what you'll need from your chosen subject, like permission to use any brand names and share the project information publicly. Kick-off this process with an email that runs through exactly what they can expect from you, as well as what you need from them. To give you an idea of what that might look like, check out this sample email:
![best case study solution sample case study email release form template](https://blog.hubspot.com/hs-fs/hubfs/the-ultimate-guide-to-creating-compelling-case-studies_9.webp?width=624&height=468&name=the-ultimate-guide-to-creating-compelling-case-studies_9.webp)
8. Define the process you want to follow with the client.
Before you can begin the case study, you have to have a clear outline of the case study process with your client. An example of an effective outline would include the following information.
The Acceptance
First, you'll need to receive internal approval from the company's marketing team. Once approved, the Release Form should be signed and returned to you. It's also a good time to determine a timeline that meets the needs and capabilities of both teams.
The Questionnaire
To ensure that you have a productive interview â which is one of the best ways to collect information for the case study â you'll want to ask the participant to complete a questionnaire before this conversation. That will provide your team with the necessary foundation to organize the interview, and get the most out of it.
The Interview
Once the questionnaire is completed, someone on your team should reach out to the participant to schedule a 30- to 60-minute interview, which should include a series of custom questions related to the customer's experience with your product or service.
The Draft Review
After the case study is composed, you'll want to send a draft to the customer, allowing an opportunity to give you feedback and edits.
The Final Approval
Once any necessary edits are completed, send a revised copy of the case study to the customer for final approval.
Once the case study goes live â on your website or elsewhere â it's best to contact the customer with a link to the page where the case study lives. Don't be afraid to ask your participants to share these links with their own networks, as it not only demonstrates your ability to deliver positive results and impressive growth, as well.
9. Ensure you're asking the right questions.
Before you execute the questionnaire and actual interview, make sure you're setting yourself up for success. A strong case study results from being prepared to ask the right questions. What do those look like? Here are a few examples to get you started:
- What are your goals?
- What challenges were you experiencing before purchasing our product or service?
- What made our product or service stand out against our competitors?
- What did your decision-making process look like?
- How have you benefited from using our product or service? (Where applicable, always ask for data.)
Keep in mind that the questionnaire is designed to help you gain insights into what sort of strong, success-focused questions to ask during the actual interview. And once you get to that stage, we recommend that you follow the "Golden Rule of Interviewing." Sounds fancy, right? It's actually quite simple â ask open-ended questions.
If you're looking to craft a compelling story, "yes" or "no" answers won't provide the details you need. Focus on questions that invite elaboration, such as, "Can you describe ...?" or, "Tell me about ..."
In terms of the interview structure, we recommend categorizing the questions and flowing them into six specific sections that will mirror a successful case study format. Combined, they'll allow you to gather enough information to put together a rich, comprehensive study.
Open with the customer's business.
The goal of this section is to generate a better understanding of the company's current challenges and goals, and how they fit into the landscape of their industry. Sample questions might include:
- How long have you been in business?
- How many employees do you have?
- What are some of the objectives of your department at this time?
Cite a problem or pain point.
To tell a compelling story, you need context. That helps match the customer's need with your solution. Sample questions might include:
- What challenges and objectives led you to look for a solution?
- What might have happened if you did not identify a solution?
- Did you explore other solutions before this that did not work out? If so, what happened?
Discuss the decision process.
Exploring how the customer decided to work with you helps to guide potential customers through their own decision-making processes. Sample questions might include:
- How did you hear about our product or service?
- Who was involved in the selection process?
- What was most important to you when evaluating your options?
Explain how a solution was implemented.
The focus here should be placed on the customer's experience during the onboarding process. Sample questions might include:
- How long did it take to get up and running?
- Did that meet your expectations?
- Who was involved in the process?
Explain how the solution works.
The goal of this section is to better understand how the customer is using your product or service. Sample questions might include:
- Is there a particular aspect of the product or service that you rely on most?
- Who is using the product or service?
End with the results.
In this section, you want to uncover impressive measurable outcomes â the more numbers, the better. Sample questions might include:
- How is the product or service helping you save time and increase productivity?
- In what ways does that enhance your competitive advantage?
- How much have you increased metrics X, Y, and Z?
10. Lay out your case study format.
When it comes time to take all of the information you've collected and actually turn it into something, it's easy to feel overwhelmed. Where should you start? What should you include? What's the best way to structure it?
To help you get a handle on this step, it's important to first understand that there is no one-size-fits-all when it comes to the ways you can present a case study. They can be very visual, which you'll see in some of the examples we've included below, and can sometimes be communicated mostly through video or photos, with a bit of accompanying text.
Here are the sections we suggest, which we'll cover in more detail down below:
- Title: Keep it short. Develop a succinct but interesting project name you can give the work you did with your subject.
- Subtitle: Use this copy to briefly elaborate on the accomplishment. What was done? The case study itself will explain how you got there.
- Executive Summary : A 2-4 sentence summary of the entire story. You'll want to follow it with 2-3 bullet points that display metrics showcasing success.
- About the Subject: An introduction to the person or company you served, which can be pulled from a LinkedIn Business profile or client website.
- Challenges and Objectives: A 2-3 paragraph description of the customer's challenges, before using your product or service. This section should also include the goals or objectives the customer set out to achieve.
- How Product/Service Helped: A 2-3 paragraph section that describes how your product or service provided a solution to their problem.
- Results: A 2-3 paragraph testimonial that proves how your product or service specifically benefited the person or company and helped achieve its goals. Include numbers to quantify your contributions.
- Supporting Visuals or Quotes: Pick one or two powerful quotes that you would feature at the bottom of the sections above, as well as a visual that supports the story you are telling.
- Future Plans: Everyone likes an epilogue. Comment on what's ahead for your case study subject, whether or not those plans involve you.
- Call to Action (CTA): Not every case study needs a CTA, but putting a passive one at the end of your case study can encourage your readers to take an action on your website after learning about the work you've done.
When laying out your case study, focus on conveying the information you've gathered in the most clear and concise way possible. Make it easy to scan and comprehend, and be sure to provide an attractive call-to-action at the bottom â that should provide readers an opportunity to learn more about your product or service.
11. Publish and promote your case study.
Once you've completed your case study, it's time to publish and promote it. Some case study formats have pretty obvious promotional outlets â a video case study can go on YouTube, just as an infographic case study can go on Pinterest.
But there are still other ways to publish and promote your case study. Here are a couple of ideas:
Lead Gen in a Blog Post
As stated earlier in this article, written case studies make terrific lead-generators if you convert them into a downloadable format, like a PDF. To generate leads from your case study, consider writing a blog post that tells an abbreviated story of your client's success and asking readers to fill out a form with their name and email address if they'd like to read the rest in your PDF.
Then, promote this blog post on social media, through a Facebook post or a tweet.
Published as a Page on Your Website
As a growing business, you might need to display your case study out in the open to gain the trust of your target audience.
Rather than gating it behind a landing page, publish your case study to its own page on your website, and direct people here from your homepage with a "Case Studies" or "Testimonials" button along your homepage's top navigation bar.
Format for a Case Study
The traditional case study format includes the following parts: a title and subtitle, a client profile, a summary of the customerâs challenges and objectives, an account of how your solution helped, and a description of the results. You might also want to include supporting visuals and quotes, future plans, and calls-to-action.
![best case study solution case study format: title](https://blog.hubspot.com/hs-fs/hubfs/the-ultimate-guide-to-creating-compelling-case-studies_15.webp?width=650&height=229&name=the-ultimate-guide-to-creating-compelling-case-studies_15.webp)
Image Source
The title is one of the most important parts of your case study. It should draw readers in while succinctly describing the potential benefits of working with your company. To that end, your title should:
- State the name of your custome r. Right away, the reader must learn which company used your products and services. This is especially important if your customer has a recognizable brand. If you work with individuals and not companies, you may omit the name and go with professional titles: âA MarketerâŚâ, âA CFOâŚâ, and so forth.
- State which product your customer used . Even if you only offer one product or service, or if your company name is the same as your product name, you should still include the name of your solution. That way, readers who are not familiar with your business can become aware of what you sell.
- Allude to the results achieved . You donât necessarily need to provide hard numbers, but the title needs to represent the benefits, quickly. That way, if a reader doesnât stay to read, they can walk away with the most essential information: Your product works.
The example above, âCrunch Fitness Increases Leads and Signups With HubSpot,â achieves all three â without being wordy. Keeping your title short and sweet is also essential.
2. Subtitle
![best case study solution case study format: subtitle](https://blog.hubspot.com/hs-fs/hubfs/the-ultimate-guide-to-creating-compelling-case-studies_5.webp?width=650&height=291&name=the-ultimate-guide-to-creating-compelling-case-studies_5.webp)
Your subtitle is another essential part of your case study â donât skip it, even if you think youâve done the work with the title. In this section, include a brief summary of the challenges your customer was facing before they began to use your products and services. Then, drive the point home by reiterating the benefits your customer experienced by working with you.
The above example reads:
âCrunch Fitness was franchising rapidly when COVID-19 forced fitness clubs around the world to close their doors. But the company stayed agile by using HubSpot to increase leads and free trial signups.â
We like that the case study team expressed the urgency of the problem â opening more locations in the midst of a pandemic â and placed the focus on the customerâs ability to stay agile.
3. Executive Summary
![best case study solution case study format: executive summary](https://blog.hubspot.com/hs-fs/hubfs/the-ultimate-guide-to-creating-compelling-case-studies_0.webp?width=322&height=644&name=the-ultimate-guide-to-creating-compelling-case-studies_0.webp)
The executive summary should provide a snapshot of your customer, their challenges, and the benefits they enjoyed from working with you. Think itâs too much? Think again â the purpose of the case study is to emphasize, again and again, how well your product works.
The good news is that depending on your design, the executive summary can be mixed with the subtitle or with the âAbout the Companyâ section. Many times, this section doesnât need an explicit âExecutive Summaryâ subheading. You do need, however, to provide a convenient snapshot for readers to scan.
In the above example, ADP included information about its customer in a scannable bullet-point format, then provided two sections: âBusiness Challengeâ and âHow ADP Helped.â We love how simple and easy the format is to follow for those who are unfamiliar with ADP or its typical customer.
4. About the Company
![best case study solution case study format: about the company](https://blog.hubspot.com/hs-fs/hubfs/the-ultimate-guide-to-creating-compelling-case-studies_6.webp?width=650&height=313&name=the-ultimate-guide-to-creating-compelling-case-studies_6.webp)
Readers need to know and understand who your customer is. This is important for several reasons: It helps your reader potentially relate to your customer, it defines your ideal client profile (which is essential to deter poor-fit prospects who might have reached out without knowing they were a poor fit), and it gives your customer an indirect boon by subtly promoting their products and services.
Feel free to keep this section as simple as possible. You can simply copy and paste information from the companyâs LinkedIn, use a quote directly from your customer, or take a more creative storytelling approach.
In the above example, HubSpot included one paragraph of description for Crunch Fitness and a few bullet points. Below, ADP tells the story of its customer using an engaging, personable technique that effectively draws readers in.
![best case study solution case study format: storytelling about the business](https://blog.hubspot.com/hs-fs/hubfs/the-ultimate-guide-to-creating-compelling-case-studies_13.webp?width=650&height=241&name=the-ultimate-guide-to-creating-compelling-case-studies_13.webp)
5. Challenges and Objectives
![best case study solution case study format: challenges and objectives](https://blog.hubspot.com/hs-fs/hubfs/the-ultimate-guide-to-creating-compelling-case-studies_12.webp?width=650&height=247&name=the-ultimate-guide-to-creating-compelling-case-studies_12.webp)
The challenges and objectives section of your case study is the place to lay out, in detail, the difficulties your customer faced prior to working with you â and what they hoped to achieve when they enlisted your help.
In this section, you can be as brief or as descriptive as youâd like, but remember: Stress the urgency of the situation. Donât understate how much your customer needed your solution (but donât exaggerate and lie, either). Provide contextual information as necessary. For instance, the pandemic and societal factors may have contributed to the urgency of the need.
Take the above example from design consultancy IDEO:
âEducational opportunities for adults have become difficult to access in the United States, just when theyâre needed most. To counter this trend, IDEO helped the city of South Bend and the Drucker Institute launch Bendable, a community-powered platform that connects people with opportunities to learn with and from each other.â
We love how IDEO mentions the difficulties the United States faces at large, the efforts its customer is taking to address these issues, and the steps IDEO took to help.
6. How Product/Service Helped
![best case study solution case study format: how the service helped](https://blog.hubspot.com/hs-fs/hubfs/the-ultimate-guide-to-creating-compelling-case-studies_10.webp?width=650&height=435&name=the-ultimate-guide-to-creating-compelling-case-studies_10.webp)
This is where you get your product or service to shine. Cover the specific benefits that your customer enjoyed and the features they gleaned the most use out of. You can also go into detail about how you worked with and for your customer. Maybe you met several times before choosing the right solution, or you consulted with external agencies to create the best package for them.
Whatever the case may be, try to illustrate how easy and pain-free it is to work with the representatives at your company. After all, potential customers arenât looking to just purchase a product. Theyâre looking for a dependable provider that will strive to exceed their expectations.
In the above example, IDEO describes how it partnered with research institutes and spoke with learners to create Bendable, a free educational platform. We love how it shows its proactivity and thoroughness. It makes potential customers feel that IDEO might do something similar for them.
![best case study solution case study format: results](https://blog.hubspot.com/hs-fs/hubfs/the-ultimate-guide-to-creating-compelling-case-studies_8.webp?width=650&height=310&name=the-ultimate-guide-to-creating-compelling-case-studies_8.webp)
The results are essential, and the best part is that you donât need to write the entirety of the case study before sharing them. Like HubSpot, IDEO, and ADP, you can include the results right below the subtitle or executive summary. Use data and numbers to substantiate the success of your efforts, but if you donât have numbers, you can provide quotes from your customers.
We canât overstate the importance of the results. In fact, if you wanted to create a short case study, you could include your title, challenge, solution (how your product helped), and result.
8. Supporting Visuals or Quotes
![best case study solution case study format: quote](https://blog.hubspot.com/hs-fs/hubfs/the-ultimate-guide-to-creating-compelling-case-studies_19.webp?width=650&height=359&name=the-ultimate-guide-to-creating-compelling-case-studies_19.webp)
Let your customer speak for themselves by including quotes from the representatives who directly interfaced with your company.
Visuals can also help, even if theyâre stock images. On one side, they can help you convey your customerâs industry, and on the other, they can indirectly convey your successes. For instance, a picture of a happy professional â even if theyâre not your customer â will communicate that your product can lead to a happy client.
In this example from IDEO, we see a man standing in a boat. IDEOâs customer is neither the man pictured nor the manufacturer of the boat, but rather Conservation International, an environmental organization. This imagery provides a visually pleasing pattern interrupt to the page, while still conveying what the case study is about.
9. Future Plans
This is optional, but including future plans can help you close on a more positive, personable note than if you were to simply include a quote or the results. In this space, you can show that your product will remain in your customerâs tech stack for years to come, or that your services will continue to be instrumental to your customerâs success.
Alternatively, if you work only on time-bound projects, you can allude to the positive impact your customer will continue to see, even after years of the end of the contract.
10. Call to Action (CTA)
![best case study solution case study format: call to action](https://blog.hubspot.com/hs-fs/hubfs/the-ultimate-guide-to-creating-compelling-case-studies_3.webp?width=650&height=248&name=the-ultimate-guide-to-creating-compelling-case-studies_3.webp)
Not every case study needs a CTA, but weâd still encourage it. Putting one at the end of your case study will encourage your readers to take an action on your website after learning about the work you've done.
It will also make it easier for them to reach out, if theyâre ready to start immediately. You donât want to lose business just because they have to scroll all the way back up to reach out to your team.
To help you visualize this case study outline, check out the case study template below, which can also be downloaded here .
You drove the results, made the connection, set the expectations, used the questionnaire to conduct a successful interview, and boiled down your findings into a compelling story. And after all of that, you're left with a little piece of sales enabling gold â a case study.
To show you what a well-executed final product looks like, have a look at some of these marketing case study examples.
1. "Shopify Uses HubSpot CRM to Transform High Volume Sales Organization," by HubSpot
What's interesting about this case study is the way it leads with the customer. This reflects a major HubSpot value, which is to always solve for the customer first. The copy leads with a brief description of why Shopify uses HubSpot and is accompanied by a short video and some basic statistics on the company.
Notice that this case study uses mixed media. Yes, there is a short video, but it's elaborated upon in the additional text on the page. So, while case studies can use one or the other, don't be afraid to combine written copy with visuals to emphasize the project's success.
2. "New England Journal of Medicine," by Corey McPherson Nash
When branding and design studio Corey McPherson Nash showcases its work, it makes sense for it to be visual â after all, that's what they do. So in building the case study for the studio's work on the New England Journal of Medicine's integrated advertising campaign â a project that included the goal of promoting the client's digital presence â Corey McPherson Nash showed its audience what it did, rather than purely telling it.
Notice that the case study does include some light written copy â which includes the major points we've suggested â but lets the visuals do the talking, allowing users to really absorb the studio's services.
3. "Designing the Future of Urban Farming," by IDEO
Here's a design company that knows how to lead with simplicity in its case studies. As soon as the visitor arrives at the page, he or she is greeted with a big, bold photo, and two very simple columns of text â "The Challenge" and "The Outcome."
Immediately, IDEO has communicated two of the case study's major pillars. And while that's great â the company created a solution for vertical farming startup INFARM's challenge â it doesn't stop there. As the user scrolls down, those pillars are elaborated upon with comprehensive (but not overwhelming) copy that outlines what that process looked like, replete with quotes and additional visuals.
4. "Secure Wi-Fi Wins Big for Tournament," by WatchGuard
Then, there are the cases when visuals can tell almost the entire story â when executed correctly. Network security provider WatchGuard can do that through this video, which tells the story of how its services enhanced the attendee and vendor experience at the Windmill Ultimate Frisbee tournament.
5. Rock and Roll Hall of Fame Boosts Social Media Engagement and Brand Awareness with HubSpot
In the case study above , HubSpot uses photos, videos, screenshots, and helpful stats to tell the story of how the Rock and Roll Hall of Fame used the bot, CRM, and social media tools to gain brand awareness.
6. Small Desk Plant Business Ups Sales by 30% With Trello
This case study from Trello is straightforward and easy to understand. It begins by explaining the background of the company that decided to use it, what its goals were, and how it planned to use Trello to help them.
It then goes on to discuss how the software was implemented and what tasks and teams benefited from it. Towards the end, it explains the sales results that came from implementing the software and includes quotes from decision-makers at the company that implemented it.
7. Facebook's Mercedes Benz Success Story
Facebook's Success Stories page hosts a number of well-designed and easy-to-understand case studies that visually and editorially get to the bottom line quickly.
Each study begins with key stats that draw the reader in. Then it's organized by highlighting a problem or goal in the introduction, the process the company took to reach its goals, and the results. Then, in the end, Facebook notes the tools used in the case study.
Showcasing Your Work
You work hard at what you do. Now, it's time to show it to the world â and, perhaps more important, to potential customers. Before you show off the projects that make you the proudest, we hope you follow these important steps that will help you effectively communicate that work and leave all parties feeling good about it.
Editor's Note: This blog post was originally published in February 2017 but was updated for comprehensiveness and freshness in July 2021.
![best case study solution New Call-to-action](https://no-cache.hubspot.com/cta/default/53/c8b99d8e-f33b-4eba-9269-cc5384ce5d8f.png)
Don't forget to share this post!
Related articles.
![best case study solution 7 Pieces of Content Your Audience Really Wants to See [New Data]](https://blog.hubspot.com/hubfs/contenttypes.webp)
7 Pieces of Content Your Audience Really Wants to See [New Data]
![best case study solution How to Market an Ebook: 21 Ways to Promote Your Content Offers](https://blog.hubspot.com/hubfs/ebook-promotion.jpg)
How to Market an Ebook: 21 Ways to Promote Your Content Offers
![best case study solution How to Write a Listicle [+ Examples and Ideas]](https://blog.hubspot.com/hubfs/listicle-1.jpg)
How to Write a Listicle [+ Examples and Ideas]
![best case study solution 28 Case Study Examples Every Marketer Should See](https://blog.hubspot.com/hubfs/case-study-examples.jpg)
28 Case Study Examples Every Marketer Should See
![best case study solution What Is a White Paper? [FAQs]](https://blog.hubspot.com/hubfs/business%20whitepaper.jpg)
What Is a White Paper? [FAQs]
![best case study solution What is an Advertorial? 8 Examples to Help You Write One](https://blog.hubspot.com/hubfs/Advertorial.jpg)
What is an Advertorial? 8 Examples to Help You Write One
![best case study solution How to Create Marketing Offers That Don't Fall Flat](https://blog.hubspot.com/hubfs/370_Marketing%20Offers.png)
How to Create Marketing Offers That Don't Fall Flat
![best case study solution 20 Creative Ways To Repurpose Content](https://blog.hubspot.com/hubfs/repurposing-content.jpeg)
20 Creative Ways To Repurpose Content
![best case study solution 16 Important Ways to Use Case Studies in Your Marketing](https://blog.hubspot.com/hubfs/case-studies-marketing_0.webp)
16 Important Ways to Use Case Studies in Your Marketing
![best case study solution 11 Ways to Make Your Blog Post Interactive](https://blog.hubspot.com/hubfs/interactive-blog-post_2.webp)
![](http://alexandria-library.space/777/templates/cheerup2/res/banner1.gif)
11 Ways to Make Your Blog Post Interactive
Showcase your company's success using these free case study templates.
Marketing software that helps you drive revenue, save time and resources, and measure and optimize your investments â all on one easy-to-use platform
Case Study Answers
Studying shouldn’t be so hard! We help you find the building blocks to write your case study solution faster. From experienced students at top universities.
Explore our case solutions
Choose from over 20,000 case studies published by Harvard, IESE, IMD and others:
- Communication
- Finance & Accounting
- Global Business
- Innovation & Entrepreneurship
- Innovation & Leadership
- Leadership & Managing People
- Organizational Development
- Sales & Marketing
- Strategy & Execution
- Technology & Operations
Latest case studies
We publish new case solutions every week. Check out our latest case study answers to help your studies.
Edward Lundberg and the Rockville Building: Energy Efficiency Finance in Commercial Real Estate
The tragedy of the (water) commons, byd’s electric vehicle roadmap, beijing’s terminal 3: building a new gateway to china, procter & gamble europe: vizir launch.
- Article Writing Affordable Article Writing Services
- Blog Writing Blogs that optimise your visibility
- Product Description Website that optimise your visibility
- Website Writing Website that optimise your visibility
- Proofreading Website that optimise your visibility
- Translation Website that optimise your visibility
- Agriculture Affordable Article Writing Services
- Health & Beauty Blogs that optimise your visibility
- Automotive Website that optimise your visibility
- Sports & fitness Website that optimise your visibility
- Real Estate Website that optimise your visibility
- Entertainment Website that optimise your visibility
- Blogs Affordable Article Writing Services
- Samples Blogs that optimise your visibility
- Case Study Website that optimise your visibility
![best case study solution How to write case studies](https://content-whale.com/blog/wp-content/uploads/2024/05/How-to-Write-Case-Studies-A-Comprehensive-Guide-Blog-banner.jpg)
“How to Write Case Studies: A Comprehensive Guide”
Case studies are essential for marketing and research, offering in-depth insights into successes and problem-solving methods. This blog explains how to write case studies, including steps for creating them, tips for analysis, and case study examples. You'll also find case study templates to simplify the process. Effective case studies establish credibility, enhance marketing efforts, and provide valuable insights for future projects.
Case studies are detailed examinations of subjects like businesses, organizations, or individuals. They are used to highlight successes and problem-solving methods. They are crucial in marketing, education, and research to provide concrete examples and insights.
This blog will explain how to write case studies and their importance. We will cover different applications of case studies and a step-by-step process to create them. You’ll find tips for conducting case study analysis, along with case study examples and case study templates.
Effective case studies are vital. They showcase success stories and problem-solving skills, establishing credibility. This guide will teach you how to create a case study that engages your audience and enhances your marketing and research efforts.
What are Case Studies?
1. Definition and Purpose of a Case Study
Case studies are in-depth explorations of specific subjects to understand dynamics and outcomes. They provide detailed insights that can be generalized to broader contexts.
2. Different Types of Case Studies
- Exploratory: Investigates an area with limited information.
- Explanatory: Explains reasons behind a phenomenon.
- Descriptive: Provides a detailed account of the subject.
- Intrinsic : Focuses on a unique subject.
- Instrumental: Uses the case to understand a broader issue.
3. Benefits of Using Case Studies
Case studies offer many benefits. They provide real-world examples to illustrate theories or concepts. Businesses can demonstrate the effectiveness of their products or services. Researchers gain detailed insights into specific phenomena. Educators use them to teach through practical examples. Learning how to write case studies can enhance your marketing and research efforts.
Understanding how to create a case study involves recognizing these benefits. Case study examples show practical applications. Using case study templates can simplify the process.
5 Steps to Write a Case Study
1. Identifying the Subject or Case
Choose a subject that aligns with your objectives and offers valuable insights. Ensure the subject has a clear narrative and relevance to your audience. The subject should illustrate key points and provide substantial learning opportunities. Common subjects include successful projects, client stories, or significant business challenges.
2. Conducting Thorough Research and Data Collection
Gather comprehensive data from multiple sources. Conduct interviews with key stakeholders, such as clients, team members, or industry experts. Use surveys to collect quantitative data. Review documents, reports, and any relevant records. Ensure the information is accurate, relevant, and up-to-date. This thorough research forms the foundation for how to write case studies that are credible and informative.
3. Structuring the Case Study
Organize your case study into these sections:
- Introduction: Introduce the subject and its significance. Provide an overview of what will be covered.
- Background: Provide context and background information. Describe the subject’s history, environment, and any relevant details.
- Case Presentation: Detail the case, including the problem or challenge faced. Discuss the actions taken to address the issue.
- Analysis: Analyze the data and discuss the findings. Highlight key insights, patterns, and outcomes.
- Conclusion: Summarize the outcomes and key takeaways. Reflect on the broader implications and lessons learned.
4. Writing a Compelling Introduction
The introduction should grab the reader’s attention. Start with a hook, such as an interesting fact, quote, or question. Provide a brief overview of the subject and its importance. Explain why this case is relevant and worth studying. An engaging introduction sets the stage for how to create a case study that keeps readers interested.
5. Providing Background Information and Context
Give readers the necessary background to understand the case. Include details about the subject’s history, environment, and any relevant circumstances. Explain the context in which the case exists, such as the industry, market conditions, or organizational culture. Providing a solid foundation helps readers grasp the significance of the case and enhances the credibility of your study.
Understanding how to write a case study involves meticulous research and a clear structure. Utilizing case study examples and templates can guide you through the process, ensuring you present your findings effectively. These steps are essential for writing informative, engaging, and impactful case studies.
How to Write Case Study Analysis
1. Analyzing the Data Collected
Examine the data to identify patterns, trends, and key findings. Use qualitative and quantitative methods to ensure a comprehensive analysis. Validate the data’s accuracy and relevance to the subject. Look for correlations and causations that can provide deeper insights.
2. Identifying Key Issues and Problems
Pinpoint the main issues or challenges faced by the subject. Determine the root causes of these problems. Use tools like SWOT analysis (Strengths, Weaknesses, Opportunities, Threats) to get a clear picture. Prioritize the issues based on their impact and urgency.
3. Discussing Possible Solutions and Their Implementation
Explore various solutions that address the identified issues. Compare the potential effectiveness of each solution. Discuss the steps taken to implement the chosen solutions. Highlight the decision-making process and the rationale behind it. Include any obstacles faced during implementation and how they were overcome.
4. Evaluating the Results and Outcomes
Assess the outcomes of the implemented solutions. Use metrics and KPIs (Key Performance Indicators) to measure success. Compare the results with the initial objectives and expectations. Discuss any deviations and their reasons. Provide evidence to support your evaluation, such as before-and-after data or testimonials.
5. Providing Insights and Lessons Learned
Reflect on the insights gained from the case study. Discuss what worked well and what didnât. Highlight lessons that can be applied to similar situations. Provide actionable recommendations for future projects. This section should offer valuable takeaways for the readers, helping them understand how to create a case study that is insightful and practical.
Mastering how to write case studies involves understanding each part of the analysis. Use case study examples to see how these elements are applied. Case study templates can help you structure your work. Knowing how to make a case study analysis will make your findings clear and actionable.
Case Study Examples and Templates
1. Showcasing Successful Case Studies
Georgia tech athletics increase season ticket sales by 80%.
Georgia Tech Athletics aimed to enhance their season ticket sales and engagement with fans. Their initial strategy involved multiple outbound phone calls without targeting. They partnered with Salesloft to improve their sales process with a more structured inbound approach. This allowed sales reps to target communications effectively. As a result, Georgia Tech saw an 80% increase in season ticket sales, with improved employee engagement and fan relationshipsâ.
WeightWatchers Revamps Enterprise Sales Process with HubSpot
WeightWatchers sought to improve their sales efficiency. Their previous system lacked automation, requiring extensive manual effort. By adopting HubSpotâs CRM, WeightWatchers streamlined their sales process. The automation capabilities of HubSpot allowed them to manage customer interactions more effectively. This transition significantly enhanced their operational efficiency and sales performanceâ.
2. Breakdown of What Makes These Examples Effective
These case study examples are effective due to their clear structure and compelling storytelling. They:
- Identify the problem: Each case study begins by outlining the challenges faced by the client.
- Detail the solution: They explain the specific solutions implemented to address these challenges.
- Showcase the results: Quantifiable results and improvements are highlighted, demonstrating the effectiveness of the solutions.
- Use visuals and quotes: Incorporating images, charts, and client testimonials enhances engagement and credibility.
3. Providing Case Study Templates
To assist in creating your own case studies, here are some recommended case study templates:
1. General Case Study Template
- Suitable for various industries and applications.
- Includes sections for background, problem, solution, and results.
- Helps provide a structured narrative for any case study.
2. Data-Driven Case Study Template
- Focuses on presenting metrics and data.
- Ideal for showcasing quantitative achievements.
- Structured to highlight significant performance improvements and achievements.
3. Product-Specific Case Study Template
- Emphasizes customer experiences and satisfaction with a specific product.
- Highlights benefits and features of the product rather than the process.
4. Tips for Customizing Templates to Fit Your Needs
When using case study templates, tailor them to match the specific context of your study. Consider the following tips:
- Adapt the language and tone: Ensure it aligns with your brand voice and audience.
- Include relevant visuals: Add charts, graphs, and images to support your narrative.
- Personalize the content: Use specific details about the subject to make the case study unique and relatable.
Utilizing these examples and templates will guide you in how to write case studies effectively. They provide a clear framework for how to create a case study that is engaging and informative. Learning how to make a case study becomes more manageable with these resources and examplesâ.
Tips for Creating Compelling Case Studies
1. Using Storytelling Techniques to Engage Readers
Incorporate storytelling techniques to make your case study engaging. A compelling narrative holds the reader’s attention.
2. Including Quotes and Testimonials from Participants
Add quotes and testimonials to add credibility. Participant feedback enhances the authenticity of your study.
3. Visual Aids: Charts, Graphs, and Images to Support Your Case
Use charts, graphs, and images to illustrate key points. Visual aids help in better understanding and retention.
4. Ensuring Clarity and Conciseness in Writing
Write clearly and concisely to maintain reader interest. Avoid jargon and ensure your writing is easy to follow.
5. Highlighting the Impact and Benefits
Emphasize the positive outcomes and benefits. Show how the subject has improved or achieved success.
Understanding how to write case studies involves using effective storytelling and visuals. Case study examples show how to engage readers, and case study templates help organize your content. Learning how to make a case study ensures that it is clear and impactful.
Benefits of Using Case Studies
1. Establishing Authority and Credibility
How to write case studies can effectively establish your authority. Showcasing success stories builds credibility in your field.
2. Demonstrating Practical Applications of Your Product or Service
Case study examples demonstrate how your product or service solves real-world problems. This practical evidence is convincing for potential clients.
3. Enhancing Marketing and Sales Efforts
Use case studies to support your marketing and sales strategies. They highlight your successes and attract new customers.
4. Providing Valuable Insights for Future Projects
Case studies offer insights that can guide future projects. Learning how to create a case study helps in applying these lessons effectively.
5. Engaging and Educating Your Audience
Case studies are engaging and educational. They provide detailed examples and valuable lessons. Using case study templates can make this process easier and more effective. Understanding how to make a case study ensures you can communicate these benefits clearly.
Writing effective case studies involves thorough research, clear structure, and engaging content. By following these steps, you’ll learn how to write case studies that showcase your success stories and problem-solving skills. Use the case study examples and case study templates provided to get started. Well-crafted case studies are valuable tools for marketing, research, and education. Start learning how to make a case study today and share your success stories with the world.
What is the purpose of a case study?
A case study provides detailed insights into a subject, illustrating successes and solutions. It helps in understanding complex issues.
How do I choose a subject for my case study?
Select a subject that aligns with your objectives and offers valuable insights. Ensure it has a clear narrative.
What are the key components of a case study analysis?
A case study analysis includes data collection, identifying key issues, discussing solutions, evaluating outcomes, and providing insights.
Where can I find case study templates?
You can find downloadable case study templates online. They simplify the process of creating a case study.
How can case studies benefit my business?
Case studies establish credibility, demonstrate practical applications, enhance marketing efforts, and provide insights for future projects. Learning how to create a case study can significantly benefit your business.
![best case study solution best case study solution](https://content-whale.com/blog/wp-content/uploads/2024/05/IMG20231128113246-scaled.jpg)
I am currently pursuing my Masters in Communication and Journalism from University of Mumbai. I am the author of four self published books. I am interested inv writing for films and TV. I run a blog where I write about film reviews.
More details for blogs
![best case study solution how to create interactive content and boost engagement](https://content-whale.com/blog/wp-content/uploads/2024/05/How-to-Create-Interactive-Content-and-Boost-Engagement-Blog-banner.jpg)
How to Create Interactive Content and Boost Engagement
Learn how to create interactive content to engage your audience. Discover tools, strategies, and benefits of using interactive elements.
![best case study solution how to use canva to mass produce viral content, canva for viral content, canva tips for content creation, viral content creation with canva, mass producing content with canva, canva content hacks](https://content-whale.com/blog/wp-content/uploads/2024/05/How-to-Use-Canva-to-Mass-Produce-Viral-Content-Blog-banner.jpg)
How to Use Canva to Mass Produce Viral Content
Discover how to use Canva to mass produce viral content with these expert tips and strategies. Boost your content creation game today!
![best case study solution how to create answers that ranks for SGE, SGE ranking strategies, SEO for SGE, content optimization for SGE, SGE answers, ranking in search engines](https://content-whale.com/blog/wp-content/uploads/2024/05/How-to-Write-SGE-Optimised-Content-Tips-Strategies-Case-Study-Blog-banner.jpg)
SGE Ranking Strategies: How to Get Rankings on SGEs
Learn how to create answers that rank for SGE with our comprehensive guide on SGE ranking strategies. Powerful tips and examples!
Need assistance with something
Speak with our expert right away to receive free service-related advice.
- All Headlines
![best case study solution Hertz CEO Kathryn Marinello with CFO Jamere Jackson and other members of the executive team in 2017](https://som.yale.edu/sites/default/files/styles/scaled_140_/public/2022-02/hertz_team02_0.jpg.webp?itok=nGNhTemZ)
Top 40 Most Popular Case Studies of 2021
Two cases about Hertz claimed top spots in 2021's Top 40 Most Popular Case Studies
Two cases on the uses of debt and equity at Hertz claimed top spots in the CRDTâs (Case Research and Development Team) 2021 top 40 review of cases.
Hertz (A) took the top spot. The case details the financial structure of the rental car company through the end of 2019. Hertz (B), which ranked third in CRDTâs list, describes the companyâs struggles during the early part of the COVID pandemic and its eventual need to enter Chapter 11 bankruptcy.Â
The success of the Hertz cases was unprecedented for the top 40 list. Usually, cases take a number of years to gain popularity, but the Hertz cases claimed top spots in their first year of release. Hertz (A) also became the first âcookedâ case to top the annual review, as all of the other winners had been web-based ârawâ cases.
Besides introducing students to the complicated financing required to maintain an enormous fleet of cars, the Hertz cases also expanded the diversity of case protagonists. Kathyrn Marinello was the CEO of Hertz during this period and the CFO, Jamere Jackson is black.
Sandwiched between the two Hertz cases, Coffee 2016, a perennial best seller, finished second. âGlory, Glory, Man United!â a case about an English football teamâs IPO made a surprise move to number four. Cases on search fund boards, the future of malls, Norwayâs Sovereign Wealth fund, Prodigy Finance, the Mayo Clinic, and Cadbury rounded out the top ten.
Other year-end data for 2021 showed:
- Online ârawâ case usage remained steady as compared to 2020 with over 35K users from 170 countries and all 50 U.S. states interacting with 196 cases.
- Fifty four percent of raw case users came from outside the U.S..
- The Yale School of Management (SOM) case study directory pages received over 160K page views from 177 countries with approximately a third originating in India followed by the U.S. and the Philippines.
- Twenty-six of the cases in the list are raw cases.
- A third of the cases feature a woman protagonist.
- Orders for Yale SOM case studies increased by almost 50% compared to 2020.
- The top 40 cases were supervised by 19 different Yale SOM faculty members, several supervising multiple cases.
CRDT compiled the Top 40 list by combining data from its case store, Google Analytics, and other measures of interest and adoption.
All of this yearâs Top 40 cases are available for purchase from the Yale Management Media store .
And the Top 40 cases studies of 2021 are:
1.  Hertz Global Holdings (A): Uses of Debt and Equity
2. Â Coffee 2016
3. Â Hertz Global Holdings (B): Uses of Debt and Equity 2020
4. Â Glory, Glory Man United!
5. Â Search Fund Company Boards: How CEOs Can Build Boards to Help Them Thrive
6.  The Future of Malls: Was Decline Inevitable?
7. Â Strategy for Norway's Pension Fund Global
8. Â Prodigy Finance
9. Â Design at Mayo
10. Cadbury
11. City Hospital Emergency Room
13. Volkswagen
14. Marina Bay Sands
15. Shake Shack IPO
16. Mastercard
17. Netflix
18. Ant Financial
19. AXA: Creating the New CR Metrics
20. IBM Corporate Service Corps
21. Business Leadership in South Africa's 1994 Reforms
22. Alternative Meat Industry
23. Children's Premier
24. Khalil Tawil and Umi (A)
25. Palm Oil 2016
26. Teach For All: Designing a Global Network
27. What's Next? Search Fund Entrepreneurs Reflect on Life After Exit
28. Searching for a Search Fund Structure: A Student Takes a Tour of Various Options
30. Project Sammaan
31. Commonfund ESG
32. Polaroid
33. Connecticut Green Bank 2018: After the Raid
34. FieldFresh Foods
35. The Alibaba Group
36. 360 State Street: Real Options
37. Herman Miller
38. AgBiome
39. Nathan Cummings Foundation
40. Toyota 2010
We use essential cookies to make Venngage work. By clicking âAccept All Cookiesâ, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts.
Manage Cookies
Cookies and similar technologies collect certain information about how youâre using our website. Some of them are essential, and without them you wouldnât be able to use Venngage. But others are optional, and you get to choose whether we use them or not.
Strictly Necessary Cookies
These cookies are always on, as theyâre essential for making Venngage work, and making it safe. Without these cookies, services youâve asked for canât be provided.
Show cookie providers
- Google Login
Functionality Cookies
These cookies help us provide enhanced functionality and personalisation, and remember your settings. They may be set by us or by third party providers.
Performance Cookies
These cookies help us analyze how many people are using Venngage, where they come from and how they're using it. If you opt out of these cookies, we canât get feedback to make Venngage better for you and all our users.
- Google Analytics
Targeting Cookies
These cookies are set by our advertising partners to track your activity and show you relevant Venngage ads on other sites as you browse the internet.
- Google Tag Manager
- Infographics
- Daily Infographics
- Popular Templates
- Accessibility
- Graphic Design
- Graphs and Charts
- Data Visualization
- Human Resources
- Beginner Guides
Blog Graphic Design 15+ Professional Case Study Examples [Design Tips + Templates]
15+ Professional Case Study Examples [Design Tips + Templates]
Written by: Alice Corner Jan 12, 2023
![best case study solution Venngage case study examples](https://venngage-wordpress.s3.amazonaws.com/uploads/2021/10/case-study-examples-blog-header.png)
Have you ever bought something â within the last 10 years or so â without reading its reviews or without a recommendation or prior experience of using it?
If the answer is no â or at least, rarely â 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 worriesâI’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?
Business Case Study Examples
Simple case study examples.
- Marketing Case Study Examples
Sales Case Study Examples
- Case Study FAQs
What is a case study?
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.
![best case study solution Case Study Definition LinkedIn Post](https://venngage-wordpress.s3.amazonaws.com/uploads/2021/10/Case-Study-Definition-LinkedIn-Post.png)
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.
Itâs 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]
Marketing Case Study Template
A marketing 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 marketing 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 marketing case study template:
![best case study solution marketing case study example](https://venngage-wordpress.s3.amazonaws.com/uploads/2023/01/bc73da09-a6f4-4310-92dc-3477ed48e792-1-1.png)
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.
![best case study solution Venngage orange marketing case study example](https://venngage-wordpress.s3.amazonaws.com/uploads/2023/01/bc73da09-a6f4-4310-92dc-3477ed48e792-2.png)
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 âat a glanceâ information and it allows people to gain a top-level understanding of the content immediately.
![best case study solution Purple SAAS Business Case Study Template](https://venngage-wordpress.s3.amazonaws.com/uploads/2019/07/Purple-SAAS-Business-Case-Study-Template.jpg)
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 youâve 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 âIncrease[d] lead quality by 90%â 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.
![best case study solution Purple SAAS Business Case Study Template Header](https://venngage-wordpress.s3.amazonaws.com/uploads/2021/10/Purple-SAAS-Business-Case-Study-Template-Header-1.png)
If youâre 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.
![best case study solution Red SAAS Business Case Study Template](https://venngage-wordpress.s3.amazonaws.com/uploads/2019/07/Red-SAAS-Business-Case-Study-Template.jpg)
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.
![best case study solution event marketing project management gantt chart example](https://venngage-wordpress.s3.amazonaws.com/uploads/2020/09/event-marketing-project-management-gantt-chart-example.png)
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 theyâre from somebody they donât know.
![best case study solution Case study peer recommendation quote](https://venngage-wordpress.s3.amazonaws.com/uploads/2019/07/Case-study-peer-recommendation-quote.png)
So if you have a customer or client who canât 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.
![best case study solution Contrast Lead Generation Business Case Study Template](https://venngage-wordpress.s3.amazonaws.com/uploads/2019/07/Contrast-Lead-Generation-Business-Case-Study-Template.jpg)
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 shouldnât 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.
![best case study solution Blue Simple Business Case Study Template](https://venngage-wordpress.s3.amazonaws.com/uploads/2019/07/Blue-Simple-Business-Case-Study-Template.jpg)
Marketing case study examples
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.
![best case study solution Light simplebusiness case study template](https://venngage-wordpress.s3.amazonaws.com/uploads/2020/09/Light-simplebusiness-case-study-template.png)
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.
![best case study solution Modern lead Generaton Business Case Study Template](https://venngage-wordpress.s3.amazonaws.com/uploads/2019/07/Modern-lead-Generaton-Business-Case-Study-Template.jpg)
Use visuals and icons to create an engaging and branded business case study
Nobody wants to read pages and pages of text â and thatâs 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.
![best case study solution Social Media Business Case Study template](https://venngage-wordpress.s3.amazonaws.com/uploads/2019/07/Social-Media-Business-Case-Study-template.jpg)
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 doesnât distract a potential customer from your case study content.
![best case study solution Color combination examples](https://venngage-wordpress.s3.amazonaws.com/uploads/2019/07/Color-combination-examples.png)
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.
![best case study solution Gray Lead Generation Business Case Study Template](https://venngage-wordpress.s3.amazonaws.com/uploads/2019/07/Gray-Lead-Generation-Business-Case-Study-Template.jpg)
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:
![best case study solution Venngage's accessible color palette generator](https://venngage-wordpress.s3.amazonaws.com/uploads/2021/07/accessible-color-palette-generator-1024x519.png)
Add long term goals in your case study
When creating a case study itâs 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:
![best case study solution Lead generation business case study template](https://venngage-wordpress.s3.amazonaws.com/uploads/2019/07/Lead-generation-business-case-study-template.jpg)
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.
![best case study solution Lead generation case study example short term goals](https://venngage-wordpress.s3.amazonaws.com/uploads/2019/07/Lead-generation-case-study-example-short-term-goals.png)
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.
![best case study solution Vibrant Content Marketing Case Study Template](https://venngage-wordpress.s3.amazonaws.com/uploads/2019/07/Vibrant-Content-Marketing-Case-Study-Template.jpg)
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.
![best case study solution Case study example pursuasive language](https://venngage-wordpress.s3.amazonaws.com/uploads/2019/07/Case-study-example-pursuasive-language.png)
In this well-written case study example, we can see that phrases such as âResults that Speak Volumesâ and âDrive Salesâ have been used.
Using persuasive language like you would in a blog post. It helps inspire potential customers to take action now.
![best case study solution Bold Content Marketing Case Study Template](https://venngage-wordpress.s3.amazonaws.com/uploads/2019/07/Bold-Content-Marketing-Case-Study-Template.jpg)
Keep your potential customers in mind when creating a customer case study for marketing
82% of marketers use case studies in their marketing because itâs 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 youâre telling potential customers that they can trust you because youâre 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.
![best case study solution Teal Social Media Business Case Study Template](https://venngage-wordpress.s3.amazonaws.com/uploads/2019/07/Teal-Social-Media-Business-Case-Study-Template.jpg)
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:
![best case study solution Coral content marketing case study template.jpg](https://venngage-wordpress.s3.amazonaws.com/uploads/2019/07/Coral-content-marketing-case-study-template.jpg.png)
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.
![best case study solution Blue case study example case growth](https://venngage-wordpress.s3.amazonaws.com/uploads/2019/07/Blue-case-study-example-case-growth.png)
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.
![best case study solution Blue Content Marketing Case Study Tempalte](https://venngage-wordpress.s3.amazonaws.com/uploads/2019/07/Blue-Content-Marketing-Case-Study-Tempalte.png)
Case Study Examples Summary
Once you have created your case study, itâs 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 .
Itâs also important that your case study sits within your brand guidelines – find out how Venngageâs My Brand Kit tool can help you create consistently branded case study templates.
Case studies are important marketing tools – but they shouldnât be the only tool in your toolbox. Content marketing is also a valuable way to earn consumer trust.
Case Study FAQ
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. Youâre 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 didnât exist, what would you be doing instead?
- What is the number one benefit youâve 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]
Discover popular designs
![best case study solution](https://cdn.venngage.com/landing/img/infographic-maker.webp)
Infographic maker
![best case study solution](https://cdn.venngage.com/landing/img/brochure-maker_v2.webp)
Brochure maker
![best case study solution](https://cdn.venngage.com/landing/img/white-paper-maker.webp)
White paper online
![best case study solution](https://cdn.venngage.com/landing/img/newsletter-maker.webp)
Newsletter creator
![best case study solution](https://cdn.venngage.com/landing/img/flyer-maker.webp)
Flyer maker
![best case study solution](https://cdn.venngage.com/landing/img/timeline-maker.webp)
Timeline maker
![best case study solution](https://cdn.venngage.com/landing/img/letterhead_maker_v2.webp)
Letterhead maker
![best case study solution](https://cdn.venngage.com/landing/img/mindmap-maker.webp)
Mind map maker
![best case study solution](https://cdn.venngage.com/landing/img/ebook-maker.webp)
Ebook maker
Home Blog Business How to Present a Case Study: Examples and Best Practices
How to Present a Case Study: Examples and Best Practices
![Case Study Write and Present PPT Template Case Study: How to Write and Present It](https://cdn2.slidemodel.com/wp-content/uploads/0000-case-study-ppt-template.png)
Marketers, consultants, salespeople, and all other types of business managers often use case study analysis to highlight a success story, showing how an exciting problem can be or was addressed. But how do you create a compelling case study and then turn it into a memorable presentation? Get a lowdown from this post!Â
Table of Content s
- Why Case Studies are a Popular Marketing TechniqueÂ
Popular Case Study Format Types
How to write a case study: a 4-step framework, how to do a case study presentation: 3 proven tips, how long should a case study be, final tip: use compelling presentation visuals, business case study examples, what is a case study .
Letâs start with this great case study definition by the University of South Caroline:
In the social sciences, the term case study refers to both a method of analysis and a specific research design for examining a problem, both of which can generalize findings across populations.
In simpler terms â a case study is investigative research into a problem aimed at presenting or highlighting solution(s) to the analyzed issues.
A standard business case study provides insights into:
- General business/market conditions
- The main problem faced
- Methods applied
- The outcomes gained using a specific tool or approach
Case studies (also called case reports) are also used in clinical settings to analyze patient outcomes outside of the business realm.
But this is a topic for another time. In this post, weâll focus on teaching you how to write and present a business case, plus share several case study PowerPoint templates and design tips!Â
![Case Study Woman Research PPT Template Case Study Woman Doing Research PPT Template](https://cdn.slidemodel.com/wp-content/uploads/0001-case-study-textbook-ppt-template.png)
Why Case Studies are a Popular Marketing Technique
Besides presenting a solution to an internal issue, case studies are often used as a content marketing technique . According to a 2020 Content Marketing Institute report, 69% of B2B marketers use case studies as part of their marketing mix.
A case study informs the reader about a possible solution and soft-sells the results, which can be achieved with your help (e.g., by using your software or by partnering with your specialist).
For the above purpose, case studies work like a charm. Per the same report:
- For 9% of marketers, case studies are also the best method for nurturing leads.
- 23% admit that case studies are beneficial for improving conversions.
Moreover, case studies also help improve your brandâs credibility, especially in the current fake news landscape and dubious claims made without proper credit.Â
Ultimately, case studies naturally help build up more compelling, relatable stories and showcase your product benefits through the prism of extra social proof, courtesy of the case study subject.
![Case Study Computer PPT Template Case Study Computer PPT Template](https://cdn2.slidemodel.com/wp-content/uploads/0003-case-study-clipboard-ppt-template.png)
Most case studies come either as a slide deck or as a downloadable PDF document.
Typically, you have several options to distribute your case study for maximum reach:
- Case study presentations â in-person, virtual, or pre-recorded, there are many times when a case study presentation comes in handy. For example, during client workshops, sales pitches, networking events, conferences, trade shows, etc.
- Dedicated website page â highlighting case study examples on your website is a great way to convert middle-on-the-funnel prospects. Googleâs Think With Google case study section is a great example of a web case study design done right.
![Case Study Example Google PPT Template Case Study Example Google PPT Template](https://cdn2.slidemodel.com/wp-content/uploads/0004-case-study-google-ppt-template.png)
- Blog case studies â data-driven storytelling is a staunch way to stand apart from your competition by providing unique insights, no other brand can tell.
- Video case studies â video is a great medium for showcasing more complex business cases and celebrating customer success stories.
Once you decide on your case study format, the next step is collecting data and then translating it into a storyline. There are different case study methods and research approaches you can use to procure data.
But letâs say you already have all your facts straight and need to organize them in a clean copy for your presentation deck. Hereâs how you should do it.
![Business Case Study PPT Template Business Case Study Example PPT Template](https://cdn.slidemodel.com/wp-content/uploads/0005-case-study-example-ppt-template.png)
1. Identify the Problem
Every compelling case study research starts with a problem statement definition. While in business settings, thereâs no need to explain your methodology in-depth; you should still open your presentation with a quick problem recap slide.
Be sure to mention:
- Whatâs the purpose of the case study? What will the audience learn?
- Set the scene. Explain the before, aka the problems someone was facing.
- Advertise the main issues and findings without highlighting specific details.
The above information should nicely fit in several paragraphs or 2-3 case study template slides
2. Explain the Solution
The bulk of your case study copy and presentation slides should focus on the provided solution(s). This is the time to speak at length about how the subject went from before to the glorious after.Â
Here are some writing prompts to help you articulate this better:
- State the subjectâs main objective and goals. What outcomes were they after?
- Explain the main solution(s) provided. What was done? Why this, but not that?
- Mention if they tried any alternatives. Why did those work? Why were you better?
This part may take the longest to write. Donât rush it and reiterate several times. Sprinkle in some powerful words and catchphrases to make your copy more compelling.
3. Collect Testimonials
Persuasive case studies feature the voice of customer (VoC) data â first-party testimonials and assessments of how well the solution works. These provide extra social proof and credibility to all the claims you are making.Â
So plan and schedule interviews with your subjects to collect their input and testimonials. Also, design your case study interview questions in a way that lets you obtain quantifiable results.
4. Package The Information in a Slide Deck
Once you have a rough first draft, try different business case templates and designs to see how these help structure all the available information.
As a rule of thumb, try to keep one big idea per slide. If you are talking about a solution, first present the general bullet points. Then give each solution a separate slide where youâll provide more context and perhaps share some quantifiable results.
For example, if you look at case study presentation examples from AWS like this one about Stripe , youâll notice that the slide deck has few texts and really focuses on the big picture, while the speaker provides extra context.
Need some extra case study presentation design help? Download our Business Case Study PowerPoint template with 100% editable slides.
![Case Study Clipboard PPT Template Case Study Man With Giant Clipboard PPT Template](https://cdn2.slidemodel.com/wp-content/uploads/0002-case-study-clipboard-ppt-template.png)
Your spoken presentation (and public speaking skills ) are equally if not more important than the case study copy and slide deck. To make a strong business case, follow these quick techniques.
Focus on Telling a Great Story
A case study is a story of overcoming a challenge, and achieving something grand. Your delivery should reflect that. Step away from the standard âfeatures => benefitsâ sales formula. Instead, make your customer the hero of the study. Describe the road they went through and how youâve helped them succeed.Â
The premises of your story can be as simple as:
- Help with overcoming a hurdle
- Gaining major impact
- Reaching a new milestone
- Solving a persisting issue no one else code
Based on the above, create a clear story arc. Show where your hero started. Then explain what type of journey they went through. Inject some emotions into the mix to make your narrative more relatable and memorable.Â
Experiment with Copywriting Formulas
Copywriting is the art and science of organizing words into compelling and persuasive combinations that help readers retain the right ideas.Â
To ensure that the audience retains the right takeaways from your case study presentation, you can try using some of the classic copywriting formulas to structure your delivery. These include:
- AIDCA â short for A ttention, I nterest, D esire, C onviction, and A ction. First, grab the audienceâs attention by addressing the major problem. Next, pique their interest with some teaser facts. Spark their desire by showing that you know the right way out. Then, show a conviction that you know how to solve the issueâfinally, prompt follow-up action such as contacting you to learn more.
- PADS â is short for Problem, Agitation, Discredit, or Solution. This is more of a sales approach to case study narration. Again, you start with a problem, agitate about its importance, discredit why other solutions wonât cut it, and then present your option.Â
- 4Ps â short for P roblem, P romise, P roof, P roposal. This is a middle-ground option that prioritizes storytelling over hard pitches. Set the scene first with a problem. Then make a promise of how you can solve it. Show proof in the form of numbers, testimonials, and different scenarios. Round it up with a proposal for getting the same outcomes.
Take an Emotion-Inducing Perspective
The key to building a strong rapport with an audience is showing that you are one of them and fully understand what they are going through.
One of the ways to build this connection is by speaking from an emotion-inducing perspective. This is best illustrated with an example:Â
- A business owner went to the bank
- A business owner came into a bank branch
In the second case, the wording prompts listeners to paint a mental picture from the perspective of the bank employees â a role youâd like them to relate to. By placing your audience in the right visual perspective, you can make them more receptive to your pitches.
![Case Study Medical PPT Template Case Study Medical Example PPT Template](https://cdn.slidemodel.com/wp-content/uploads/0006-case-study-medical-ppt-template.png)
One common question that arises when creating a case study is determining its length. The length of a case study can vary depending on the complexity of the problem and the level of detail you want to provide. Here are some general guidelines to help you decide how long your case study should be:
- Concise and Informative: A good case study should be concise and to the point. Avoid unnecessary fluff and filler content. Focus on providing valuable information and insights.
- Tailor to Your Audience: Consider your target audience when deciding the length. If you’re presenting to a technical audience, you might include more in-depth technical details. For a non-technical audience, keep it more high-level and accessible.
- Cover Key Points: Ensure that your case study covers the key points effectively. These include the problem statement, the solution, and the outcomes. Provide enough information for the reader to understand the context and the significance of your case.
- Visuals: Visual elements such as charts, graphs, images, and diagrams can help convey information more effectively. Use visuals to supplement your written content and make complex information easier to understand.
- Engagement: Keep your audience engaged. A case study that is too long may lose the reader’s interest. Make sure the content is engaging and holds the reader’s attention throughout.
- Consider the Format: Depending on the format you choose (e.g., written document, presentation, video), the ideal length may vary. For written case studies, aim for a length that can be easily read in one sitting.
In general, a written case study for business purposes often falls in the range of 1,000 to 2,000 words. However, this is not a strict rule, and the length can be shorter or longer based on the factors mentioned above.
Our brain is wired to process images much faster than text. So when you are presenting a case study, always look for an opportunity to tie in some illustrations such as:
- A product demo/preview
- Processes chart
- Call-out quotes or numbers
- Custom illustrations or graphics
- Customer or team headshots
Use icons to minimize the volume of text. Also, opt for readable fonts that can look good in a smaller size too.
To better understand how to create an effective business case study, let’s explore some examples of successful case studies:
Apple Inc.: Apple’s case study on the launch of the iPhone is a classic example. It covers the problem of a changing mobile phone market, the innovative solution (the iPhone), and the outstanding outcomes, such as market dominance and increased revenue.
Tesla, Inc.: Tesla’s case study on electric vehicles and sustainable transportation is another compelling example. It addresses the problem of environmental concerns and the need for sustainable transportation solutions. The case study highlights Tesla’s electric cars as the solution and showcases the positive impact on reducing carbon emissions.
Amazon.com: Amazon’s case study on customer-centricity is a great illustration of how the company transformed the e-commerce industry. It discusses the problem of customer dissatisfaction with traditional retail, Amazon’s customer-focused approach as the solution, and the remarkable outcomes in terms of customer loyalty and market growth.
Coca-Cola: Coca-Cola’s case study on brand evolution is a valuable example. It outlines the challenge of adapting to changing consumer preferences and demographics. The case study demonstrates how Coca-Cola continually reinvented its brand to stay relevant and succeed in the global market.
Airbnb: Airbnb’s case study on the sharing economy is an intriguing example. It addresses the problem of travelers seeking unique and affordable accommodations. The case study presents Airbnb’s platform as the solution and highlights its impact on the hospitality industry and the sharing economy.
These examples showcase the diversity of case studies in the business world and how they effectively communicate problems, solutions, and outcomes. When creating your own business case study, use these examples as inspiration and tailor your approach to your specific industry and target audience.
Finally, practice your case study presentation several times â solo and together with your team â to collect feedback and make last-minute refinements!Â
1. Business Case Study PowerPoint Template
![best case study solution](https://cdn2.slidemodel.com/wp-content/uploads/4062-02-case-studies-template-compressed-16x9-1-1024x576.jpg)
To efficiently create a Business Case Study it’s important to ask all the right questions and document everything necessary, therefore this PowerPoint Template will provide all the sections you need.
Use This Template
2. Medical Case Study PowerPoint Template
![best case study solution](https://cdn2.slidemodel.com/wp-content/uploads/7750-01-medical-case-study-powerpoint-template-16x9-1-1024x576.jpg)
3. Medical Infographics PowerPoint Templates
![best case study solution](https://cdn.slidemodel.com/wp-content/uploads/7749-01-medical-infographics-powerpoint-template-16x9-18-1024x576.jpg)
4. Success Story PowerPoint Template
![best case study solution](https://cdn.slidemodel.com/wp-content/uploads/90130-01-success-story-powerpoint-template-16x9-1-1024x576.jpg)
5. Detective Research PowerPoint Template
![best case study solution](https://cdn2.slidemodel.com/wp-content/uploads/70003-10-detective-research-powerpoint-template-1-1024x576.jpg)
6. Animated Clinical Study PowerPoint Templates
![best case study solution](https://cdn2.slidemodel.com/wp-content/uploads/4209-01-clinical-trial-powerpoint-template-16x9-1-1024x576.jpg)
Like this article? Please share
Business Intelligence, Business Planning, Business PowerPoint Templates, Content Marketing, Feasibility Study, Marketing, Marketing Strategy Filed under Business
Related Articles
![best case study solution How to Make a Transition Plan Presentation](https://cdn2.slidemodel.com/wp-content/uploads/00-transition-plan-cover-640x360.png)
Filed under Business • May 17th, 2024
How to Make a Transition Plan Presentation
Make change procedures in your company a successful experience by implementing transition plan presentations. A detailed guide with PPT templates.
![best case study solution Value Chain Analysis: A Guide for Presenters](https://cdn.slidemodel.com/wp-content/uploads/00-value-chain-cover-640x360.png)
Filed under Business • May 8th, 2024
Value Chain Analysis: A Guide for Presenters
Discover how to construct an actionable value chain analysis presentation to showcase to stakeholders with this detailed guide + templates.
![best case study solution Setting SMART Goals – A Complete Guide (with Examples + Free Templates)](https://cdn2.slidemodel.com/wp-content/uploads/0001-smart-goals-templates-guide-cover-1200px-640x360.png)
Filed under Business • April 22nd, 2024
Setting SMART Goals – A Complete Guide (with Examples + Free Templates)
This guide on SMART goals introduces the concept, explains the definition and its meaning, along the main benefits of using the criteria for a business.
Leave a Reply
![best case study solution Logo](https://www.premierprose.com/wp-content/uploads/2019/04/premierprose-logo.png)
How to Write a Case Study: The Compelling Step-by-Step Guide
![best case study solution How to write a case study the compelling step by step guide](https://www.premierprose.com/wp-content/uploads/2023/02/How-to-write-a-case-study-the-compelling-step-by-step-guide.jpg)
Is there a poignant pain point that needs to be addressed in your company or industry? Do you have a possible solution but want to test your theory? Why not turn this drive into a transformative learning experience and an opportunity to produce a high-quality business case study? However, before that occurs, you may wonder how to write a case study.
You may also be thinking about why you should produce one at all. Did you know that case studies are impactful and the fifth most used type of content in marketing , despite being more resource-intensive to produce?
Below, weâll delve into what a case study is, its benefits, and how to approach business case study writing:
Definition of a Written case study and its Purpose
A case study is a research method that involves a detailed and comprehensive examination of a specific real-life situation. Itâs often used in various fields, including business, education, economics, and sociology, to understand a complex issue better.Â
It typically includes an in-depth analysis of the subject and an examination of its context and background information, incorporating data from multiple sources, such as interviews, observations, and existing literature.Â
The ultimate aim is to provide a rich and detailed account of a situation to identify patterns and relationships, generate new insights and understanding, illustrate theories, or test hypotheses.
Importance of Business Case Study Writing
As such an in-depth exploration into a subject with potentially far-reaching consequences, a case study has benefits to offer various stakeholders in the organisation leading it.
- Business Founders: Use business case study writing to highlight real-life examples of companies or individuals who have benefited from their products or services, providing potential customers with a tangible demonstration of the value their business can bring. It can be effective for attracting new clients or investors by showcasing thought leadership and building trust and credibility.
- Marketers through case studies and encourage them to take action: Marketers use a case studies writer to showcase the success of a particular product, service, or marketing campaign. They can use persuasive storytelling to engage the reader, whether itâs consumers, clients, or potential partners.
- Researchers: They allow researchers to gain insight into real-world scenarios, explore a variety of perspectives, and develop a nuanced understanding of the factors that contribute to success or failure. Additionally, case studies provide practical business recommendations and help build a body of knowledge in a particular field.
How to Write a Case Study – The Key ElementsÂ
![best case study solution How to Write a Case Study â The Key Elements](https://www.premierprose.com/wp-content/uploads/2023/02/How-to-Write-a-Case-Study-â-The-Key-Elements.jpg)
Considering how to write a case study can seem overwhelming at first. However, looking at it in terms of its constituent parts will help you to get started, focus on the key issue(s), and execute it efficiently and effectively.
Problem or Challenge Statement
A problem statement concisely describes a specific issue or problem that a written case study aims to address. It sets the stage for the rest of the case study and provides context for the reader.Â
Here are some steps to help you write a case study problem statement:
- Identify the problem or issue that the case study will focus on.
- Research the problem to better understand its context, causes, and effects.
- Define the problem clearly and concisely. Be specific and avoid generalisations.
- State the significance of the problem: Explain why the issue is worth solving. Consider the impact it has on the individual, organisation, or industry.
- Provide background information that will help the reader understand the context of the problem.
- Keep it concise: A problem statement should be brief and to the point. Avoid going into too much detail – leave this for the body of the case study!
Here is an example of a problem statement for a case study:
“ The XYZ Company is facing a problem with declining sales and increasing customer complaints. Despite improving the customer experience, the company has yet to reverse the trend . This case study will examine the causes of the problem and propose solutions to improve sales and customer satisfaction. “
Solutions and interventions
![best case study solution Here are some steps to help you write a case study solution or intervention](https://www.premierprose.com/wp-content/uploads/2023/02/Here-are-some-steps-to-help-you-write-a-case-study-solution-or-intervention.jpg)
Business case study writing provides a solution or intervention that identifies the best course of action to address the problem or issue described in the problem statement.Â
Here are some steps to help you write a case study solution or intervention:
- Identify the objective , which should be directly related to the problem statement.
- Analyse the data, which could include data from interviews, observations, and existing literature.
- Evaluate alternatives that have been proposed or implemented in similar situations, considering their strengths, weaknesses, and impact.
- Choose the best solution based on the objective and data analysis. Remember to consider factors such as feasibility, cost, and potential impact.
- Justify the solution by explaining how it addresses the problem and why itâs the best solution with supportive evidence.
- Provide a detailed, step-by-step plan of action that considers the resources required, timeline, and expected outcomes.
Example of a solution or intervention for a case study:
“ To address the problem of declining sales and increasing customer complaints at the XYZ Company, we propose a comprehensive customer experience improvement program. “
“ This program will involve the following steps:
- Conducting customer surveys to gather feedback and identify areas for improvement
- Implementing training programs for employees to improve customer service skills
- Revising the company’s product offerings to meet customer needs better
- Implementing a customer loyalty program to encourage repeat business “
“ These steps will improve customer satisfaction and increase sales. We expect a 10% increase in sales within the first year of implementation, based on similar programs implemented by other companies in the industry. “
Possible Results and outcomes
![best case study solution Writing case study results and outcomes](https://www.premierprose.com/wp-content/uploads/2023/02/Writing-case-study-results-and-outcomes.jpg)
Writing case study results and outcomes involves presenting the impact of the proposed solution or intervention.Â
Here are some steps to help you write case study results and outcomes:
- Evaluate the solution by measuring its effectiveness in addressing the problem statement. That could involve collecting data, conducting surveys, or monitoring key performance indicators.
- Present the results clearly and concisely, using graphs, charts, and tables to represent the data where applicable visually. Be sure to include both quantitative and qualitative results.
- Compare the results to the expectations set in the solution or intervention section. Explain any discrepancies and why they occurred.
- Discuss the outcomes and impact of the solution, considering the benefits and drawbacks and what lessons can be learned.
- Provide recommendations for future action based on the results. For example, what changes should be made to improve the solution, or what additional steps should be taken?
Example of results and outcomes for a case study:
“ The customer experience improvement program implemented at the XYZ Company was successful. We found significant improvement in employee health and productivity. The program, which included on-site exercise classes and healthy food options, led to a 25% decrease in employee absenteeism and a 15% increase in productivity . “
“ Employee satisfaction with the program was high, with 90% reporting an improved work-life balance. Despite initial costs, the program proved to be cost-effective in the long run, with decreased healthcare costs and increased employee retention. The company plans to continue the program and explore expanding it to other offices .â
Case Study Key takeaways
![best case study solution Key takeaways are the most important and relevant insights and lessons](https://www.premierprose.com/wp-content/uploads/2023/02/Key-takeaways-are-the-most-important-and-relevant-insights-and-lessons.jpg)
Key takeaways are the most important and relevant insights and lessons that can be drawn from a case study. Key takeaways can help readers understand the most significant outcomes and impacts of the solution or intervention.Â
Here are some steps to help you write case study key takeaways:
- Summarise the problem that was addressed and the solution that was proposed.
- Highlight the most significant results from the case study.
- Identify the key insights and lessons , including what makes the case study unique and relevant to others.
- Consider the broader implications of the outcomes for the industry or field.
- Present the key takeaways clearly and concisely , using bullet points or a list format to make the information easy to understand.
Example of key takeaways for a case study:
- The customer experience improvement program at XYZ Company successfully increased customer satisfaction and sales.
- Employee training and product development were critical components of the program’s success.
- The program resulted in a 20% increase in repeat business, demonstrating the value of a customer loyalty program.
- Despite some initial challenges, the program proved cost-effective in the long run.
- The case study results demonstrate the importance of investing in customer experience to improve business outcomes.
Steps for a Case Study Writer to Follow
![best case study solution Steps for a Case Study Writer to Follow](https://www.premierprose.com/wp-content/uploads/2023/02/Steps-for-a-Case-Study-Writer-to-Follow.jpg)
If you still feel lost, the good news is as a case studies writer; there is a blueprint you can follow to complete your work. It may be helpful at first to proceed step-by-step and let your research and analysis guide the process:
- Select a suitable case study subject: Ask yourself what the purpose of the business case study is. Is it to illustrate a specific problem and solution, showcase a success story, or demonstrate best practices in a particular field? Based on this, you can select a suitable subject by researching and evaluating various options.
- Research and gather information: We have already covered this in detail above. However, always ensure all data is relevant, valid, and comes from credible sources. Research is the crux of your written case study, and you canât compromise on its quality.
- Develop a clear and concise problem statement: Follow the guide above, and donât rush to finalise it. It will set the tone and lay the foundation for the entire study.
- Detail the solution or intervention: Follow the steps above to detail your proposed solution or intervention.
- Present the results and outcomes: Remember that a case study is an unbiased test of how effectively a particular solution addresses an issue. Not all case studies are meant to end in a resounding success. You can often learn more from a loss than a win.
- Include key takeaways and conclusions: Follow the steps above to detail your proposed business case study solution or intervention.
Tips for How to Write a Case Study
Here are some bonus tips for how to write a case study. These tips will help improve the quality of your work and the impact it will have on readers:
- Use a storytelling format: Just because a case study is research-based doesnât mean it has to be boring and detached. Telling a story will engage readers and help them better identify with the problem statement and see the value in the outcomes. Framing it as a narrative in a real-world context will make it more relatable and memorable.
- Include quotes and testimonials from stakeholders: This will add credibility and depth to your written case study. It also helps improve engagement and will give your written work an emotional impact.
- Use visuals and graphics to support your narrative: Humans are better at processing visually presented data than endless walls of black-on-white text. Visual aids will make it easier to grasp key concepts and make your case study more engaging and enjoyable. It breaks up the text and allows readers to identify key findings and highlights quickly.
- Edit and revise your case study for clarity and impact: As a long and involved project, it can be easy to lose your narrative while in the midst of it. Multiple rounds of editing are vital to ensure your narrative holds, that your message gets across, and that your spelling and grammar are correct, of course!
Our Final Thoughts
A written case study can be a powerful tool in your writing arsenal. Itâs a great way to showcase your knowledge in a particular business vertical, industry, or situation. Not only is it an effective way to build authority and engage an audience, but also to explore an important problem and the possible solutions to it. Itâs a win-win, even if the proposed solution doesnât have the outcome you expect. So now that you know more about how to write a case study, try it or talk to us for further guidance.
Are you ready to write your own case study?
Begin by bookmarking this article, so you can come back to it. And for more writing advice and support, read our resource guides  and blog content . If you are unsure, please reach out with questions, and we will provide the answers or assistance you need.
Categorised in: Resources
This post was written by Premier Prose
![best case study solution Visit Us On Twitter](https://www.premierprose.com/wp-content/plugins/floating-social-media-icon/images/themes/25/twitter.png)
© 2024 Copyright Premier Prose. Website Designed by Ubie
![best case study solution PremierProse Logo Content Writing](https://www.premierprose.com/wp-content/uploads/2019/04/premierprose-logo.png)
- Privacy Overview
- Strictly Necessary Cookies
- Cookie Policy
This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.
Strictly Necessary Cookie should be enabled at all times so that we can save your preferences for cookie settings.
If you disable this cookie, we will not be able to save your preferences. This means that every time you visit this website you will need to enable or disable cookies again.
More information about our Cookie Policy
Subscribe to Our Blog
Stay up to date with the latest marketing, sales, and service tips.
The 22 Best Case Study Examples That Boost Sales (+ Templates and Tips)
![best case study solution Jackie Jacobson](https://www.bluleadz.com/hs-fs/hubfs/JJacobson%20Headshot%20square.jpg?width=75&name=JJacobson%20Headshot%20square.jpg)
Jackie Jacobson | June 29, 2023 | Case Studies | 20 min read
Quick Links
- 1. What Is It?
- 2. Why They're Important
- 3. Case Study Length
- 4. Where Do I Put Them?
- 5. Case Study Format
- 6. How to Write One
- 7. Examples
- a. PDF
- b. Online
The Best Case Study Examples
- 1. Adobe: Royal Bank of Scotland
- 2. BrightEdge: Stanley
- 3. LeadGnome: Host Analytics
- 4. Bitly: Vissla
- 5. Taboola: The Line
- 6. OutBrain: Lane Bryant
- 7. Google Analytics: Optimizely
- 8. LinkedIn: HubSpot
- 9. LevelEleven: Staples
- 10. Life Size: Rackspace
- 11. Five9: Weed Man
- 12. LogMeIn: Extent Technologies
- 13. Red Hat: North Carolina State Websites
- 14. VMWare: CenturyLink
- 15. HPE: Mendix
- 16. Gravitate: Global Expeditions Group
- 17. IDEO: INFARM
- 18. Forge and Smith: Happy Planet
- 19. CoSchedule: English Heritage
- 20. Slack: OpenAI
- 21. Square: The Epicurean Trader
- 22. Bluleadz: BandGrip
Building an effective content marketing strategy that can take your prospects through every stage of the buyer's journey means creating a variety of content.
From relevant, informative blog content to engaging webpages, landing pages, whitepapers, and emails, a comprehensive content marketing strategy should run deep.
One powerful, but often underused, piece of content is the case study .
What Is a Case Study?
A case study acts a narrative, featuring real-world situations where certain products or services are used in a way that demonstrates their value. They are a special type of thought leadership content that brands can use in marketing and sales to guide their target audience to the decision stage of their buyer's journey . Engaging case studies walk prospects through how a real life customer identified a specific pain point , started using your product or service, and overcame that pain point while reaping additional benefits.
A case study is a unique type of thought leadership content that tells a story.
Case studies are narratives that feature real world situations or uses of products or services to demonstrate their value. A well written case study will follow a customer as they define a problem, determine a solution, implement it, and reap the benefits.
Case studies offer readers the ability to see a situation from the customer's perspective from beginning to end.
Need an example of a case study? Check out some of our case studies here !
Why case studies are important.
A marketing case study is one of the most compelling content items in your sales funnel .
Itâs the perfect way to guide people into and through the decision phase, when they have the best options laid out on the table and theyâre ready to puzzle through that final selection.
Because of this, case studies are uniquely useful as bottom of the funnel content .
![best case study solution case studies are bottom of the funnel content](https://www.bluleadz.com/hs-fs/hubfs/Blog_pics/sales-funnel-4-1.png?width=550&name=sales-funnel-4-1.png)
By the time prospects are ready to read case studies, they have a nuanced grasp of the problem in front of them. They also have a good selection of potential solutions and vendors to choose from.
There may be more than one option thatâs suitable for a given situation. In fact, there usually is. But thereâs just one option that fits the prospect best. The challenge is figuring out which one.
Since B2B decision makers arenât mind readers, they need content to bridge the gap between âwhat they know about your solutionâ and âwhat they know about their own business.â The case study does that by showing how a similar customer succeeded.
The more similar the prospect is to the customer in the case study, the more striking it will be.
For that reason, you might want to have a case study for every buyer persona you serve. And naturally, case studies pertain to specific products or services, not your whole brand.
So, you could find yourself with multiple case studies for each buyer type.
However, the effort is worth it, since case studies have a direct impact on sales figures.
![best case study solution bofu-fill-pipeline](https://www.bluleadz.com/hs-fs/hubfs/CTAs/2021_BOFU_Email_CTAs/bofu-fill-pipeline.png?width=700&name=bofu-fill-pipeline.png)
How Long Should a Case Study Be?
Honestly, the more to-the-point you can be in a case study, the better.
Great case studies should pack a lot of meaning into a small space. In the best examples, your reader can grasp the single main idea of each page in a short paragraph or two.
Each detail should build on the next, so theyâll keep moving forward until the end without getting distracted.
Sure, itâs no Dan Brown novel, but if you do it right, itâll still be a real page-turner.
Note: Some businesses will have a brief case study in PDF form to use as sales collateral then a longer form, more in-depth version of the same case study on their website. In this case, it can be normal to write a lengthier case study.
Where Should I Put My Case Studies?
Anywhere you want, really!
Ideally, you should upload case studies somewhere on your website so new leads coming to your site have the opportunity to see just how kickass your business is at driving revenue and results for your current customers.
Whether it's an online case study or a PDF version, making your successes available to the public can prove just how valuable your efforts are.
Plus, make sure every member of your sales team has access to your case studies so they can use them as sales collateral to send to prospects and opportunities! A quick PDF attachment to a sales email can be very convincing.
It can also help to sprinkle links and CTAs to your case studies throughout your content:
![best case study solution Get Free Case Study Templates](https://no-cache.hubspot.com/cta/default/57042/interactive-142967659541.png)
The Best Case Study Format
- Introduction: Provide context for the story.
- Challenge: Describe the primary issue being faced.
- Solution: Identify the product or service being used.
- Benefit: Emphasize the most impactful advantages.
- Result: Detail the specific outcomes the customer earned.
Like press releases, case studies often fall into a certain specific format.
While itâs not required that you have all of the possible topics in a particular order, picking a consistent format will help you accelerate production down the road. It also makes your content easier to read.
Many B2B businesses use the following approach:
- Introduction: sets the stage by providing context for the situation.
- Challenge: discusses the key problem that the customer was facing.
- Solution: a basic overview of the product or service the customer used.
- Benefit: recaps the solutionâs top advantages â why it was the right choice.
- Result: the positive business outcome arising from the solution and benefits.
This formula gives you enough flexibility to highlight whatâs most important about your enterprise, solution, and the customer youâre showcasing.
At the same time, it ensures that your team will know exactly what information they need to compile to design case studies in the future.
It also serves as an intuitive trail of breadcrumbs for your intended reader.
How to Write a Case Study
![best case study solution writing-case-study](https://www.bluleadz.com/hs-fs/hubfs/Blog_pics/writing-case-study.png?width=550&name=writing-case-study.png)
1. Ask Your Client/Customer for Approval.
This first step is crucial because it sets the layout for your entire case study.
If your client or customer gives the ok to use their name and information, then you can add as much detail as you want to highlight who they are, what you helped them do, and the results it had.
But, if they would rather remain anonymous or want you to leave out any specific details, youâll have to find a way to keep your information more generalized while still explaining the impact of your efforts.
2. Gather Your Information.
Like any good story, a marketing case study has a beginning, middle, and end. Or, you could think of it as âbefore, during, and after.â
Before: The Problem
Your case study will always open by presenting a problem suffered by one of your clients.
This part of the study establishes whatâs at stake and introduces the characters â your company, the client company, and whichever individual decision makers speak for each side.
During: The Solution
Once you define the problem, the next step presents your offering, which serves as the answer to the dilemma.
Your product or service is, in a very real sense, the hero of the story. It catalyzes the change, which you describe in terms of your features, advantages, and other differentiators.
After: The Result
In the final step, you discuss the âhappy endingâ brought about by your solution.
Returning to the âstakesâ you established at the very start, you expand on how much better things are thanks to your intervention. You want prospects to imagine themselves enjoying that level of success.
3. Get a Quote.
Of course, a study about two corporations isnât very interesting on its own. The best case studies personify the protagonists, including the vendor and the client company, by having plenty of quotes peppered throughout the entire story.
Naturally, the business problem to be solved is the big, bad villain here, so you want the client (and preferably, your own team as well) to weigh in on that problem: How complex it is, what solving it would mean, and what not solving it would cost.
Then, as the situation turns around, testimonials become essential.
Naturally, the longest, most emphatic testimonial should come from the top decision maker. But you should aim to include a glowing quote from many different stakeholders â representing the full cast of âcharactersâ who might be making consensus buying decisions around your solution.
Note: Donât use a testimonial or quote if your case study is anonymous.
4. Find Some Compelling Graphics.
A case study isnât a whitepaper: You shouldnât be trudging through page after page of text.
In fact, some of the most powerful case studies establish their own vivid, graphics-heavy style â looking a lot more like an infographic, or even a magazine, than traditional B2B marketing collateral.
Color blocks , strong contrasts, skyscraper photography, and hero shots are all on the table when it comes to case studies. The more data you have to convey, the more creative you should be in presenting it so it can be understood at a glance.
15 Great Examples of Offline Case Studies
1. adobe: royal bank of scotland.
![best case study solution adobe-case-study](https://www.bluleadz.com/hs-fs/hubfs/Blog_pics/adobe-case-study.png?width=550&name=adobe-case-study.png)
This study focuses on the solutions Adobe provided for the Royal Bank of Scotland. Their top challenges included fostering a culture of data driven decision making, eliminating disjointed systems, and delivering digital experiences that are relevant and easy to use.
Adobe's approach resulted in a 20 percent increase in conversion, as well as improved internal communications, faster optimization, and a reduction of their content management footprint.
2. BrightEdge: Stanley
In 2015, Stanley consolidated two separate brand web properties into one site. The process needed to mitigate traffic disruption, improve traffic, and increase organic search results.
The results? Almost 40 percent of keywords Stanley ranked for were on the first page of organic results, and the company generated a 100 percent lift in revenue, thanks to support from the BrightEdge platform.
3. LeadGnome: Host Analytics
![best case study solution leadgnome-case-study](https://www.bluleadz.com/hs-fs/hubfs/Blog_pics/leadgnome-case-study.png?width=428&name=leadgnome-case-study.png)
Host Analytics moved to an account based marketing strategy in 2015. They noticed that the marketing efforts were limited by a large number of low quality needs.
Their problem was solved when they used an automated email marketing approach from LeadGnome to nurture and qualify leads via email marketing.
4. Bitly: Vissla
Vissla is an online ecommerce company with a need to understand big data across multiple marketing platforms.
Bitly provided a a way to consolidate data and literally link channels together to display all information on a single dashboard.
5. Taboola: The Line
![best case study solution taboola-case-study](https://www.bluleadz.com/hs-fs/hubfs/Blog_pics/taboola-case-study.png?width=550&name=taboola-case-study.png)
The Line is an online boutique that offers shoppers a unique experience and showcases products that can be found at their brick and mortar store in NYC's Soho neighborhood. Their goal was to increase first time visitors to their site.
Taboola offers a product that drives first time users. The result? Over 72 million impressions within three months, and email subscriber growth of 12 percent.
6. OutBrain: Lane Bryant
Lane Bryant, the leading retailer for women sized 14 â 28, launched a campaign designed to celebrate all women and redefine the traditional notion of sexy with a simple message â ALL women are sexy.
The goal was to amplify the campaign and drive traffic and engagement.
The result? OutBrain used media amplification to take the campaign viral, resulting in over 48,500,000 impressions in just two weeks!
![best case study solution case-study-template-inline-cta](https://www.bluleadz.com/hs-fs/hubfs/contextual_offers/case_study_templates/case-study-template-inline-cta.png?width=691&name=case-study-template-inline-cta.png)
7. Google Analytics: Optimizely
![best case study solution optimizely-case-study](https://www.bluleadz.com/hs-fs/hubfs/Blog_pics/optimizely-case-study.png?width=374&name=optimizely-case-study.png)
Optimizely is a leading online A/B testing and user experience optimization platform that offers innovative data-driven marketing solutions to maximize user experience and keep them coming back for more.
The challenge they faced was better identifying page views to determine where customers are in the buying cycle.
The solution was provided by using data from Google Analytics Premium to successfully move leads through the sales funnel.
8. LinkedIn Marketing Solutions: HubSpot
HubSpot, in search of quality leads, turned to LinkedIn Marketing Solutions to engage with marketing professionals in small to medium sized businesses, targeting them with ebooks, webinars, and how-to guides. Sponsored organic content appeared in members' LinkedIn feeds.
The result: 400 percent more leads within their target audience than efforts on other platforms.
9. LevelEleven: Staples
![best case study solution leveleleven-case-study](https://www.bluleadz.com/hs-fs/hubfs/Blog_pics/leveleleven-case-study.png?width=550&name=leveleleven-case-study.png)
LevelEleven helped Staples focus their teams on the critical sales activities that matter.
The end result? Their team developed a better understanding of the KPIs that matter and experienced a 182 percent increase in key selling activities.
10. LifeSize: Rackspace
Rackspace is a world leader in hybrid cloud computing with offices throughout the world. The challenge was collaborating and communicating across offices.
The approach? LifeSize created a video solution to build stronger relationships across international offices.
11. Five9: Weed Man
![best case study solution weedman-case-study](https://www.bluleadz.com/hs-fs/hubfs/Blog_pics/weedman-case-study.png?width=407&name=weedman-case-study.png)
Five years ago, the lawn care company Weed Man had an idea -- If their phone-based reps could connect with more prospects, more decisions would result, without adding sales reps.
The solution? Five9 assisted Weed Man with migrating their data to the cloud. This case study shows why SMBs like Weed Man should store business data on the cloud for CRM.
12. LogMeIn: Extent Technologies
One of the better, more concise case study examples, this one page synopsis clearly defines the challenges and goals of Extent.
It explores how LogMeIn provided effective solutions and produced stellar results, including a boost in staff productivity, an increase in first contact resolution rate, and an improvement in overall service.
13. Red Hat: North Carolina State Websites
![best case study solution redhat-case-study](https://www.bluleadz.com/hs-fs/hubfs/Blog_pics/redhat-case-study.png?width=416&name=redhat-case-study.png)
Under mandate from the governor, the North Carolina Department of Information Technology needed to update state websites to overcome complex processes and limited technical resources.
The resulting solutions from Red Hat reduced maintenance times and lowered staffing costs.
14. VMWare: CenturyLink
This study addresses the complexities of cloud hosted infrastructure. One element of all case study examples is to educate perspective clients about the services and products offered.
This study takes a complex subject and makes it easy to understand, while clearly outlining the solutions VMWare can provide.
15. Hewlett Packard Enterprise: Mendix
![best case study solution hewlett-packard-case-study](https://www.bluleadz.com/hs-fs/hubfs/Blog_pics/hewlett-packard-case-study.png?width=406&name=hewlett-packard-case-study.png)
This study breaks down another complex subject: rapid hosted cloud app development.
HPE links to additional content so readers can gain even more knowledge about the subject and the solutions HPE offers.
7 of the Best Online Case Studies
1. gravitate: global expeditions group.
![best case study solution Gravitate case study](https://www.bluleadz.com/hs-fs/hubfs/Gravitate%20case%20study%20.png?width=600&height=435&name=Gravitate%20case%20study%20.png)
This case study is a great example of how to break up a detailed case study for an easier read.
Gravitate starts off by introducing their client, Global Expeditions Group (GXG), to give visitors a little background into what they do. They then dive straight into what their role was in helping GXG with a robust content marketing strategy.
What catches your eye at the beginning of this case study is the results. Rather than forcing readers to find out the impact of their efforts at the very end, they call out some major statistics and improvements that they helped GXG achieve. It's a great way to entice readers to keep them wanting to learn just how they did it.
Gravitate did a great job breaking up their rather long case study. Since it focuses on an entire content marketing strategy, they put various parts of their case study into separate sections, from their rebranding efforts to their website design and copywriting.
2. IDEO: INFARM
What we like so much about IDEO's case study about INFARM is that it reads just like a simple blog post â there's no sections and no busy graphics. While this doesn't work for everyone, it really matches the vibe of IDEO's brand.
This case study is short, sweet, and to the point, with the largest elements on the page being the images and a quote. At the very top, they outline the entire case study in two small sections â the challenge and the outcome.
What we like about this particular case study is how IDEO talks about what's next for INFARM. Beyond the typical problem-solution-result structure, they took it one step further to talk about the future and what INFARM plans on doing next.
3. Forge and Smith: Happy Planet
![best case study solution Forge and Smith Happy Planet Case Study](https://www.bluleadz.com/hs-fs/hubfs/Forge%20and%20Smith%20Happy%20Planet%20Case%20Study.png?width=600&height=340&name=Forge%20and%20Smith%20Happy%20Planet%20Case%20Study.png)
Forge and Smith effectively uses real mockups and examples from the work they did for Happy Planet to showcase their work in action.
This case study is perfectly designed into multiple modules to break up chunks of text into three phases. They start off with the objectives they set in place for their website design and development work for Happy Planet, which is pretty unique for a case study.
What's great about this case study is the opportunity to view the finished website. A hyperlink isn't just hidden within the text forcing you to dig around looking for it; it's called out right then and there to let you view their finished work on the Happy Planet website.
Another great feature is the option to view a previous case study or all the case studies if you're interested. No need to locate the main page, you have direct access!
![best case study solution forge and smith related case studies](https://www.bluleadz.com/hs-fs/hubfs/forge%20and%20smith%20related%20case%20studies.png?width=500&height=344&name=forge%20and%20smith%20related%20case%20studies.png)
4. CoSchedule: English Heritage
CoSchedule treats their case studies as customer stories, highlighting who their customers are and how their platform was able to help them. Their case study on English Heritage is simple to view and comprehend.
On the left, there is a customer spotlight on English Heritage, complete with a company logo, brief description, industry, company size, size of the marketing team, and more. These little details help give you a better idea of who the company is.
Then, on the right side of the screen, is a blog-like case study.
Rather than breaking up their message into the standard format, CoSchedule calls out the results that English Heritage has seen since switching to CoSchedule. Within each result, they touch on the challenge they had before CoSchedule then the lasting impact it created.
Throughout the case study, CoSchedule includes relevant screenshots and impactful quotes from English Heritage employees. This helps readers visualize what they are talking about.
5. Slack: OpenAI
Artificial Intelligence (AI) tools have quickly claimed center stage in the digital world. Slack is one business that hopped on the bandwagon and incorporated AI generated assistance into their platform, and this case study tells a story of success using modern technology.
In this case study , Slack relies heavily on testimonials to share the impact that OpenAI has made on their product. The story of Slack and OpenAI is told directly to readers by the people who experienced the partnership and how it can improve user experience for all kinds of businesses. Sharing a success story in this way makes the whole case study feel much more personal than just providing a list of statistics.
When customers read through the case study, they'll get to know perspectives from multiple people, hopefully coming across one that really resonates with them.
6. Square: The Epicurean Trader
The Epicurean Trader case study featured on the Square website follows the tried and true structure for a closer look into a success story. First, this case study introduces The Epicurean Trader and what problems they were facing as a retail business.
The next section of the case study discusses the solution proposed by Square and the implementation of their products as The Epicurean Trader expanded their business. Finally, this case study concludes with notable impacts as a result of using Square's software, including revenue growth and comparisons to standards set within the industry.
Reading through this case study, you'll join The Epicurean Trade on their journey to enhance their retail practices. Thanks to testimonials from the owner of the business, you'll also get an inside look at how this brand was able to grow with some help from Square.
Overall, this case study example is clear, concise, and easy to follow. Readers will get to know a highlighted business and how Square stepped in to resolve a problem they were facing.
7. Bluleadz: BandGrip
![best case study solution BZ-BandGrip case study](https://www.bluleadz.com/hs-fs/hubfs/BZ-BandGrip%20case%20study.png?width=600&height=386&name=BZ-BandGrip%20case%20study.png)
We couldn't not pat our own backs for recently publishing a case studies page on our website.
Bluleadz often uses case study PDFs as sales collateral to send to qualified prospects. While we used these PDF designs internally, we wanted to make sure our client success stories were available to everyone coming to our site.
Thus, our case study page was born.
Our BandGrip case study really sticks out to us. We start off by introducing who BandGrip is, who they serve, and what they do.
Then, we highlight the struggles they were having with getting demo sign-ups on their page. We included relevant quotes from the CEO to show their need for a solution.
We then begin to outline all the pre-show and post-show tactics that we implemented to help them tackle their challenge and earn them more demo sign ups. Landing page screenshots and other various graphics help readers visualize what we were able to do.
Toward the end of the case study, we highlight the impact of our efforts, calling out some of the major statistics.
Highlight Your Past Successes to Attract Future Business
Each of these case study examples does an excellent job of outlining the challenges, solutions, and results provided. If you are building a portfolio of case studies, use these excellent examples for inspiration and format.
Once you master the art of the case study, youâll find itâs packed with marketing power, giving you a huge ROI for the time you put into creating it.
If your leads have been falling off in the decision phase, a marketing case study may be just what you need.
Case studies are a powerful tool in your content marketing arsenal, so why not create one today? Click below to create your very own case study!
![best case study solution click here to download the offer](https://no-cache.hubspot.com/cta/default/57042/0279ee57-0fc5-4bfe-8d24-6655821c64e1.png)
General FAQ
What is a case study.
Case studies are narratives that feature real-world situations or uses of products or services to demonstrate their value. A well-written case study will follow a customer as they define a problem, determine a solution, implement it, and reap the benefits.
The more to-the-point you can be in a case study, the better. Case Studies typically range from 500 words to 1,500 words depending on what's getting highlighted.
What Format Should My Case Study Be In?
Typically, a case study contains an introduction, a challenge, a solution, a benefit, and a result.
Why are Case Studies Important?
Case studies allow businesses to showcase how their product or service has been implemented successfully by their customers. It allows businesses to show how their product/service is actually used and the impact that it can have.
![best case study solution Jackie Jacobson](https://www.bluleadz.com/hs-fs/hubfs/JJacobson%20Headshot%20square.jpg?width=150&name=JJacobson%20Headshot%20square.jpg)
Jackie Jacobson
Jackie is a Copywriter at Bluleadz. She graduated from Elon University with a degree in Creative Writing and is currently living in Charlotte, NC. If you need her, you can find her exploring the city or relaxing with a good book.
More Marketing Insights
Can't find what you're looking for try using a keyword..
![best case study solution case study](https://socialbee.com/wp-content/uploads/2022/10/Article-Design-for-SocialBee-2-768x403.png)
How to Write a Case Study: Step-by-Step Guide with Examples
- October 7, 2022
![best case study solution Picture of Written by Alexandra](https://socialbee.com/wp-content/uploads/2021/06/20210214_124450-scaled-e1655726313119-300x275.jpg)
Content Manager at SocialBee
Why is learning how to write a case study so important?
Well, because it provides your customers with social proof and supporting evidence of how effective your products and services are. Moreover, it eliminates the doubt that usually makes clients give up on their next purchase.
That is why today we are going to talk about the step-by-step process of writing a case study . We prepared five business case study examples guaranteed to inspire you throughout the process.
Let’s get started!
What Is a Case Study?
A case study is a piece of content that focuses on a case from your business history. It describes the problems your client faced and the solutions you used to help them succeed.
The goal of a writing case study is to promote your business , so your aim should be to put together a compelling story with evidence that backs up all your claims.
Case studies use real-life examples to show your clients the quality and effectiveness of your products and services. It’s a marketing tool that provides credibility and it helps your potential clients gain confidence in your brand.
Case studies can be structured in different formats:
- A written document
- An infographic
- A blog post
- A landing page
Case Study Benefits
A great case study makes your potential customers want to benefit from the products and services that helped your client overcome their challenges.Â
Here are the benefits of writing a case study:
- It is an affordable marketing practice
- It decreases the perceived risk of your potential clients
- It provides transparency
- It builds trust and credibility among prospective customers
- It makes your potential clients relate to the problem
- It provides your potential clients with a solution for their problems
How to Write a Case Study
Now that you know what a case study is, letâs get into the real reason why you are here â learning how to write an in-depth study.
Here is the step-by-step process of writing a case study:
- Identify the topic of your case study
- Start collaborating with a client
- Prepare questions for the interview
- Conduct the case study interview
- Structure your case studyÂ
- Make it visual
Step 1: Identify the Topic of Your Case Study
A case study starts with a strategy. Choosing what you want to write about should be closely related to your business needs. More specifically, what service or product do you want to promote through your case study?
Because case studies focus on client challenges, business solutions, and results, you have to carefully pick the case that your potential clients will relate to the most.Â
To communicate the benefits of your business, you should focus on a customer story that appeals to a specific segment of your audience . Consequently, you will target clients that relate to your customer example while providing a solution for their needs and pain points â your products and services.
Start by focusing all your research methods on identifying your customers’ main pain points. Then find examples of how your products or services have helped them overcome their challenges and achieve their goals .
Furthermore, to make sure you choose the best case study topic for your buyer persona , you should have a meeting with your sales/customer service team. Because they are in close contact with your customers, they will be able to tell you:
- The main challenges your clients faceÂ
- The services/products that bring them the best resultsÂ
These are the main two pieces of information you want your case study to focus on.
Step 2: Start Collaborating with a Client
With a clear topic in mind, you have to find the best fit for your case study.Â
However, that is not all. First, you must obtain the client’s permission. After all, your business story is theirs too.
So, craft an email to provide your client with an overview of the case study. This will help them make a decision.Â
Your message should include:
- The case study format (video, written, etc.) and where it will be published (blog, landing page , etc.)
- The topic of the document
- The timeline of the process
- The information that will be included
- The benefits they get as a result of this collaboration (brand exposure, backlinks)
Additionally, you can offer to schedule a call or a meeting to answer all their questions and curiosities and provide a means for clear and open communication.
Once you receive a positive response from your client, you can continue with the next step of the process: the actual interview.
PRO TIP: A great way to ensure a smooth and safe collaboration between you and your client is to sign a legal release form before writing the case study. This will allow you to use their information and protect you from issues that may occur in the future. Moreover, if the client is not comfortable with revealing their identity, you can always offer them anonymity.
Step 3: Prepare Questions for the Interview
Now that you have the subject for your case study, it’s time to write and organize your interview in several sets of questions.
Don’t forget that the whole structure of your case study is based on the information you get from your customer interview.
So pay attention to the way you phrase the questions. After all, your goal is to gather all the data you need to avoid creating a back-and-forth process that will consume your client’s time and energy.
To help you create the best questionnaire, we created a set of case study questions and organized them into different categories.Â
Here are the five main sections your case study interview should contain:
- The client’s background information
- The problem
- The start of the collaboration
- The solution
- The results
A. The Client’s Background Information
This part of the case study interview must give a comprehensive look into your customer’s business and allow your readers to get to know them better.
Here are some question ideas:
B. The Problem
Now it’s time to get into the reason your client came to you for assistance, the initial challenge that triggered your collaboration.
In this part of the interview process, you want to find out what made them ask for help and what was their situation before working with you.
You can ask your client the following case study questions:
C. The Start of the Collaboration
This part of the case study interview will focus on the process that made your collaboration possible. More specifically, how did your client research possible collaboration opportunities, and why they chose your business?Â
This information will not only be informative for your future customers but will also give you a behind-the-scenes look into their decision-making process.
D. The Solution
It’s time to get into one of the most significant parts of the case study interview â the solution. Here you should discuss how your services have helped their business recover from the problems mentioned before.
Make sure you ask the right questions so you can really paint the picture of a satisfied customer.
Have a look at these question examples:
E. The Results
The best proof you can give to your customers is through your results. And this is the perfect opportunity to let your actions speak for themselves.
Unlike the other marketing strategies you use to promote your business, the content is provided by your customer, not by your team. As a result, you end up with a project that is on another level of reliability.
Here is how you can ask your client about their results:
Step 4: Conduct the Case Study Interview
Now that you have a great set of case study questions, it’s time to put them to good use.
Decide on the type of interview you want to conduct: face-to-face, video call , or phone call. Then, consult with your client and set up a date and a time when you are both available.Â
It should be noted that during the interview it’s best to use a recording device for accuracy. Maybe you don’t have time to write down all the information, and you forget important details. Or maybe you want to be focused more on the conversational aspect of the interview, and you don’t want to write anything down while it’s happening.
Step 5: Structure Your Case StudyÂ
The hard part is over. Now itâs time to organize all the information you gathered in an appealing format. Letâs have a look at what your case study should contain.
Here are the components of a case study:
- Engaging title
- Executive summary
- Client descriptionÂ
- Introduction to the problem
- The problem-solving process
- Progress and results
A. Engaging Title
Putting that much work into a project, it would be a shame not to do your best to attract more readers. So, take into consideration that you only have a few seconds to catch your audience’s attention.Â
You can also use a headline analyzer to evaluate the performance of your title.
The best case study titles contain:
- Relevant keywords
- Customer pain points
- Clear result
Case study example :
![best case study solution](https://socialbee.com/wp-content/uploads/2021/10/Case-study-title-1024x625.png)
B. Executive Summary
Your executive summary should include a thesis statement that sums up the main points of your case study. Therefore, it must be clear and concise. Moreover, to make your audience curious, you can add a statistic or a relevant piece of data that they might be interested in.
Here is what you should include in your executive summary:
- The business you are writing about (only if the clients wants to make themselves known)
- Relevant statistics
![best case study solution](https://socialbee.com/wp-content/uploads/2021/10/Executive-summary-example.png)
C. Client DescriptionÂ
Here is where you start to include the information you gained from your interview. Provide your readers with a clear picture of your client and create a context for your case study.
Take your clientâs answers from the âClient Backgroundâ section of the interview and present them in a more appealing format.
![best case study solution](https://socialbee.com/wp-content/uploads/2021/10/client-description-1-1024x485.png)
D. Introduction to the Problem
In this section, use your client’s interview answers to write about the problem they were experiencing before working with you.
Remember to be specific because you want your audience to fully understand the situation and relate to it. At the end of the day, the goal of the case study is to show your potential customers why they should buy your services/products.
![best case study solution](https://socialbee.com/wp-content/uploads/2021/10/Case-study-problem-example.png)
E. The Problem-Solving Process
Next, explain how your service/product helped your client overcome their problems. Moreover, let your readers know how and why your service/product worked in their case.
In this part of the case study, you should summarize:Â
- The strategy used to solve the problem of your customerÂ
- The process of implementing the solutionÂ
![best case study solution](https://socialbee.com/wp-content/uploads/2021/10/client-solution.png)
F. Progress and Results
Tell your readers about what you and your client have achieved during your collaboration. Here you can include:
- Graphics about your progress
- Business objectives they have achieved
- Relevant metricsÂ
![best case study solution](https://socialbee.com/wp-content/uploads/2021/10/case-study-results-example-1024x841.jpg)
Step 6: Make It Visual
To elevate the information you have written for your audience, you must make sure it’s appealing and easy to read. And a great way to achieve that is to use visuals that add value to your case study.
Here are some design elements that will make emphasize your text:
- Graphic symbols that guide the eye (arrows, bullet points, checkmarks, etc.)
- Charts, graphics, tablesÂ
- Relevant screenshots from business reports
- The colors and fonts of your brand
- Your client’s logo
Platforms like Canva can really come in handy while designing your case study. Itâs easy to use and it has multiple free slide templates and graphics that save you time and money.
PRO TIP: Share Your Case Study Across All Marketing Channels
A case study is a perfect example of evergreen content that can be reshared endlessly on your social media channels .
Aside from helping you maintain a consistent posting schedule with ease, case study-related posts will increase your credibility and push leads toward the bottom of your marketing funnel . Other examples of social proof evergreen content are reviews, testimonials, and positive social media mentions.
To keep track of all your evergreen posts and have them scheduled on a continuous loop, use a social media tool like SocialBee.
![best case study solution SocialBee post resharing and expiration features](https://socialbee.com/wp-content/uploads/2024/05/SocialBee-blog-post-resharing-and-expiration-features-1024x588.webp)
Create evergreen content categories where all your posts get reposted regularly on your social media channels.Â
Start your 14-day trial today and start using SocialBee for free!
Aside from promoting your case study on social media, you can also feature it in your newsletter that you can create using email newsletter software , include it as a pop-up on your website, and even create a separate landing page dedicated to your customer study.
![best case study solution SocialBee blog CTA box visual](https://socialbee.com/wp-content/uploads/2023/11/SocialBee-blog-CTA-box-visual-768x664.png)
Share Your Case Study on Social Media with SocialBee!
Get to writing your own case study.
What do you think? Is writing a case study easier than you thought? We sure hope so.
Learning how to write a case study is a simple process once you understand the logical steps that go into it. So make sure you go over the guide a couple of times before you start documenting your customer success stories.
And remember that the goal of your case study is to attract more leads . Therefore you need to include tangible results and valuable details that will compel your audience to invest in your products and services.
![best case study solution SocialBee supported social channel logos](https://socialbee.com/wp-content/uploads/2024/04/SocialBee-supported-social-channel-logos.png)
Article written by
![best case study solution Picture of Alexandra](https://socialbee.com/wp-content/uploads/2021/06/20210214_124450-scaled-e1655726313119-300x275.jpg)
Content writer at SocialBee
Related articles
The 10 Tools You Need for Social Media Auto-Posting
Are you tired of constantly switching between multiple social media platforms to post content manually? If so, you’re not alone.Â
![best case study solution social media checklist](https://socialbee.com/wp-content/uploads/2024/05/social-media-checjlist-1024x538.png)
Your Ultimate Social Media Checklist for Success
Are you sure your social media checklist has everything you really need to succeed? It’s easy to overlook important steps
Level up your social media game with exclusive resources delivered straight to your inbox
Proudly supporting
![best case study solution Logo SocialBee](https://socialbee.com/wp-content/themes/socialbee/resources/logo-socialbee-wide.png)
- Applies to all SocialBee tool plans
- Discount code: SBDAY2024
- Hurry! Offer ends June 3rd
![best case study solution SocialBee calendar popup visual](https://socialbee.com/wp-content/uploads/2021/11/SocialBee-calendar-popup-visual.png)
Out of post ideas? Get our social media calendar
Access 500+ content ideas, post examples, and Canva templates.
Could outsourcing your auto claims be the solution? Read the report here.
- Managed Repair
- TheBest Inspect
- Recruiting & Staffing Services
- Warranty Services
- DCA & TPA Services
- Current Openings
- Join Our IA Roster
- Sign Up for Job Alerts
- Cat Connect
- Candidate Login
![best case study solution](https://www.thebestclaims.com/wp-content/uploads/2024/05/Blog_Contents_Case_Study_05.29-2.png)
- May 29, 2024
A Contents Case Study: How a Top Carrier Simplified Their Claims Process
This top-10 P&C Insurance Carrier was looking to find new solutions to help them decrease cycle times while increasing their policyholder satisfaction. TheBest Claims was their solution. Â
The Challenge: Increasingly longer cycle times and claims costs. Â
Average cycle time – 39.6 Days  Average lines of Contents produced – 519 Average RCV per claim – $88,600
When this Fortune 100 Carrier looked at their large loss claims, they agreed that their current results werenât hitting the mark. With an average cycle time of nearly 40 days and costs trending upwards, they knew they needed a change. Â
Between relocating existing staff and the increased influx of claims, longer cycle times were inevitable. Before launching a 6-month pilot program with TheBest Claims, the Carrier had 44 adjusters managing their large loss claims. Their goal was to measure the impact outsourcing to TheBest Claims team could have on their claims performance metrics. Â
As an expert vendor partner with over 50 years of combined claims leadership experience and a known commitment to excellence, TheBest Claims knew that the most tedious part of large loss claims is Contents. TheBest Claims offered a simple solution to their problem: outsource contents claims with our national network of experts. Â
The Solution: Access to TheBest Claimsâ national network. Â
By giving their adjusters access to a new Contents claims vendor, the Carrier aimed to accomplish the following objectives: Â
Cut down on cycle times and claims costs Improve policyholder satisfaction and retention Retain quality of work throughout the claims processÂ
The key to accomplishing their goals? TheBest Claimsâ national claims resources. Â
Instead of navigating the challenges that come with having a limited number of adjusters managing claims, TheBest Claims offered the unique alternative of having access to a network of claims professionals readily available to take care of Contents Creation. Their national reach enables their team to contact the policyholder within 2 hours of receiving the claim. By eliminating travel time and costs, the Carrier lowered their overhead and freed up their adjusters to focus on where they are needed most. Â
And while TheBest Claimsâ network is made up of claims experts with years of training and experience, they still guarantee accuracy through multiple quality control checks at each step of the process. Â
The Results: Decreased cycle times , l ower costs, and happier policyholders. Â
Average cycle time – 24.83 Days Average lines of Contents produced – 536.71 Total lines produced and valuated – 46,157 Average RCV per claim – $79,852.25 Total RCV valuated – $6,867,293.50 Total claims handled – 86Â
Over 6 months, TheBest Claims utilized their network and their expertise to complete contents assignments for the Carrierâs adjusters. TheBest Claimsâ creation specialists would go onsite and collect the loss details and send them to their onsite valuation team for both RCV and ACV valuation before passing it back to the Carriersâ adjuster to finish settling.
At the end of the program, the results were clear: outsourcing was the answer. Â
Through their new vendor partnership, the Carrier was able to reduce their average cycle time by 37% and lower their RCV by 10%. The positive results werenât just reflected in the numbers, though. Their adjusters were grateful to have reliable resources taking the tedious work off their plates and the policyholders were glad to have their claims settled quickly. And TheBest part? The quality of work was never sacrificed. Â
The Reviews Â
â[The Insurer] has always excelled at our claims process. Using this option has not only been easy but very beneficial. The time savings allows me to continue to focus on what makes me money. I have enjoyed your communication and timely efforts of getting things done.â – Adjuster  âYour prompt response in processing my claim, coupled with your pleasant demeanor and empathy, made a significant impact. I received my replacement items within a week, and this proved to be invaluable in swiftly restoring my store amidst the challenges we faced due to the vandalism and theft incident.â – Policyholder Â
 Streamline your Contents operation. Partner with us today.
Recent posts.
![best case study solution best case study solution](https://www.thebestclaims.com/wp-content/uploads/2024/05/Blog_SettlementNegotiations_05.08-300x184.png)
Settlement Negotiation Best Practices
![best case study solution best case study solution](https://www.thebestclaims.com/wp-content/uploads/2024/04/Blog_ContentsCreation_04.17-300x184.png)
Team Spotlight: Contents Creation
![best case study solution best case study solution](https://www.thebestclaims.com/wp-content/uploads/2024/03/Blog_Westhill_03.13-300x184.png)
Stepping into the Future of Claims: an Interview with Westhillâs Scott Kay
Let's connect on linkedin.
Check out all the latest news from our team.
![best case study solution](https://www.salesforce.com/content/dam/sfdc-docs/www/logos/salesforce-logo-cloud.png)
Salesforce is closed for new business in your area.
- Skip to content
- Skip to search
- Skip to footer
Products, Solutions, and Services
Want some help finding the Cisco products that fit your needs? You're in the right place. If you want troubleshooting help, documentation, other support, or downloads, visit our technical support area .
Contact Cisco
- Get a call from Sales
Call Sales:
- 1-800-553-6387
- US/CAN | 5am-5pm PT
- Product / Technical Support
- Training & Certification
Products by technology
![Networking Networking](https://www.cisco.com/c/en/us/products/index/_jcr_content/Grid/category_atl_eced/layout-category-atl/blade/bladeContents/thirds_0/Th-Third-1/tile_2c6e.img.jpg/1671716266119.jpg)
- Software-defined networking
- Cisco Silicon One
- Cloud and network management
- Interfaces and modules
- Optical networking
- See all Networking
![Wireless and Mobility Wireless and Mobility](https://www.cisco.com/c/en/us/products/index/_jcr_content/Grid/category_atl_eced/layout-category-atl/blade/bladeContents/thirds_0/Th-Third-2/tile_57b5.img.jpg/1671718447604.jpg)
Wireless and Mobility
- Access points
- Outdoor and industrial access points
- Controllers
- See all Wireless and Mobility
![Security Security](https://www.cisco.com/c/en/us/products/index/_jcr_content/Grid/category_atl_eced/layout-category-atl/blade/bladeContents/thirds_0/Th-Third-3/tile_270.img.jpg/1710483035749.jpg)
- Secure Firewall
- Secure Endpoint
- Secure Email
- Secure Access
- Multicloud Defense
- See all Security
![Collaboration Collaboration](https://www.cisco.com/c/en/us/products/index/_jcr_content/Grid/category_atl_eced/layout-category-atl/blade/bladeContents/thirds/Th-Third-1/tile_242e.img.jpg/1614332999435.jpg)
Collaboration
- Collaboration endpoints
- Conferencing
- Cisco Contact Center
- Unified communications
- Experience Management
- See all Collaboration
![Data Center Data Center](https://www.cisco.com/c/en/us/products/index/_jcr_content/Grid/category_atl_eced/layout-category-atl/blade/bladeContents/thirds/Th-Third-2/tile_c570.img.jpg/1708739290361.jpg)
Data Center
- Servers: Cisco Unified Computing System
- Cloud Networking
- Hyperconverged infrastructure
- Storage networking
- See all Data Center
![Analytics Analytics](https://www.cisco.com/c/en/us/products/index/_jcr_content/Grid/category_atl_eced/layout-category-atl/blade/bladeContents/thirds/Th-Third-3/tile_2e68.img.jpg/1665457950841.jpg)
- Nexus Dashboard Insights
- Network analytics
- Cisco Secure Network Analytics (Stealthwatch)
![Video Video](https://www.cisco.com/c/en/us/products/index/_jcr_content/Grid/category_atl_eced/layout-category-atl/blade/bladeContents/thirds_1/Th-Third-1/tile_38f7.img.jpg/1672920281741.jpg)
- Video endpoints
- Cisco Vision
- See all Video
![Internet of Things Internet of Things](https://www.cisco.com/c/en/us/products/index/_jcr_content/Grid/category_atl_eced/layout-category-atl/blade/bladeContents/thirds_1/Th-Third-2/tile_e94f.img.jpg/1715235647757.jpg)
Internet of Things (IoT)
- Industrial Networking
- Industrial Routers and Gateways
- Industrial Security
- Industrial Switching
- Industrial Wireless
- Industrial Connectivity Management
- Extended Enterprise
- Data Management
- See all industrial IoT
![Software Software](https://www.cisco.com/c/en/us/products/index/_jcr_content/Grid/category_atl_eced/layout-category-atl/blade/bladeContents/thirds_1/Th-Third-3/tile_81a5.img.jpg/1697552912161.jpg)
- Cisco+ (as-a-service)
- Cisco buying programs
- Cisco Nexus Dashboard
- Cisco Networking Software
- Cisco DNA Software for Wireless
- Cisco DNA Software for Switching
- Cisco DNA Software for SD-WAN and Routing
- Cisco Intersight for Compute and Cloud
- Cisco ONE for Data Center Compute and Cloud
- See all Software
- Product index
Products by business type
![Service Providers Service Providers](https://www.cisco.com/c/en/us/products/index/_jcr_content/Grid/category_atl_eced/layout-category-atl/blade_1/bladeContents/tile_e6b.img.jpg/1595021332831.jpg)
Service providers
![Small Business Small Business](https://www.cisco.com/c/en/us/products/index/_jcr_content/Grid/category_atl_eced/layout-category-atl/blade_1/bladeContents1/tile_b246.img.jpg/1601326672749.jpg)
Small business
![Midsize Midsize](https://www.cisco.com/c/en/us/products/index/_jcr_content/Grid/category_atl_eced/layout-category-atl/blade_1/bladeContents2/tile_9e9b.img.jpg/1595021333521.jpg)
Midsize business
Cisco can provide your organization with solutions for everything from networking and data center to collaboration and security. Find the options best suited to your business needs.
- By technology
- By industry
- See all solutions
CX Services
Cisco and our partners can help you transform with less risk and effort while making sure your technology delivers tangible business value.
- See all services
Design Zone: Cisco design guides by category
Data center
- See all Cisco design guides
End-of-sale and end-of-life
- End-of-sale and end-of-life products
- End-of-Life Policy
- Cisco Commerce Build & Price
- Cisco Software Central
- Cisco Feature Navigator
- See all product tools
- Cisco Mobile Apps
- Design Zone: Cisco design guides
- Cisco DevNet
- Marketplace Solutions Catalog
- Product approvals
- Product identification standard
- Product warranties
- Cisco Security Advisories
- Security Vulnerability Policy
- Visio stencils
- Local Resellers
- Technical Support
![](http://alexandria-library.space/777/templates/cheerup2/res/banner1.gif)
IMAGES
VIDEO
COMMENTS
Case Study Solutions. Hundreds of case solutions at your fingertips! Case study answers written by top business students. We are the marketplace for case study solutions. Save time and get inspired by our case solutions. We help you be a top student at your university! ... Best of luck! đ ...
Here are a couple of templates you can use to structure your case study. Template 1 â Challenge-solution-result format. Start with an engaging title. This should be fewer than 70 characters long for SEO best practices. One of the best ways to approach the title is to include the customer's name and a hint at the challenge they overcame in ...
Advantages of a case study: Case studies showcase a specific solution and outcome for specific customer challenges. It attracts potential customers with similar challenges. It builds trust and credibility with potential customers. It provides an in-depth analysis of your company's problem-solving process. Disadvantages of a case study:
Open up with a summary that communicates who your client is and why they reached out to you. Like in the other case study examples, you'll want to close out with a quantitative list of your achievements. 16. " NetApp ," by Evisort. Evisort opens up its NetApp case study with an at-a-glance overview of the client.
HBS Case Selections. Get the perspectives and context you need to solve your toughest work problems with these immersive sets of real-world scenarios from Harvard Business School.
A case study is a powerful tool for showcasing a business's success in helping clients achieve their goals. It's a form of storytelling that details real-world scenarios where a business implemented its solutions to deliver positive results for a client.
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. 3. EndeavourX and Figma.
5. Contact your candidate for permission to write about them. To get the case study candidate involved, you have to set the stage for clear and open communication. That means outlining expectations and a timeline right away â not having those is one of the biggest culprits in delayed case study creation.
Choose from over 20,000 case studies published by Harvard, IESE, IMD and others: We publish new case solutions every week. Check out our latest case study answers to help your studies. Studying shouldn't be so hard! We help you find the building blocks to write your case study solution faster. From experienced students at top universities.
5 Steps to Write a Case Study. 1. Identifying the Subject or Case. Choose a subject that aligns with your objectives and offers valuable insights. Ensure the subject has a clear narrative and relevance to your audience. The subject should illustrate key points and provide substantial learning opportunities.
Case Study Research & Development Team (CRDT) | February 18, 2022 Two cases about Hertz claimed top spots in 2021's Top 40 Most Popular Case Studies ... Sandwiched between the two Hertz cases, Coffee 2016, a perennial best seller, finished second. "Glory, Glory, Man United!" a case about an English football team's IPO made a surprise move ...
To save you time and effort, I have curated a list of 5 versatile case study presentation templates, each designed for specific needs and audiences. Here are some best case study presentation examples that showcase effective strategies for engaging your audience and conveying complex information clearly. 1. Lab report case study template.
The five case studies listed below are well-written, well-designed, and incorporate a time-tested structure. 1. Lane Terralever and Pinnacle at Promontory. This case study example from Lane Terralever incorporates images to support the content and effectively uses subheadings to make the piece scannable. 2.
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.
Most resources tell you that a case study should be 500-1500 words. We also encourage you to have a prominent snapshot section of 100 words or less. The results and benefits section should take the bulk of the word count. Don't use more words than you need. Let your data, images, and customers quotes do the talking.
The above information should nicely fit in several paragraphs or 2-3 case study template slides. 2. Explain the Solution. The bulk of your case study copy and presentation slides should focus on the provided solution (s). This is the time to speak at length about how the subject went from before to the glorious after.
Business case study writing provides a solution or intervention that identifies the best course of action to address the problem or issue described in the problem statement. Here are some steps to help you write a case study solution or intervention: Identify the objective, which should be directly related to the problem statement.
One element of all case study examples is to educate perspective clients about the services and products offered. This study takes a complex subject and makes it easy to understand, while clearly outlining the solutions VMWarecan provide. 15. Hewlett Packard Enterprise: Mendix.
Step 2: Start Collaborating with a Client. With a clear topic in mind, you have to find the best fit for your case study. However, that is not all. First, you must obtain the client's permission. After all, your business story is theirs too. So, craft an email to provide your client with an overview of the case study.
For instance, include a screenshot of the increased conversions and quotes from your client. 4. Make Your Case Study Easy to Read. No one wants to read one huge chunk of text, no matter how interesting and informative it might be. Case studies, like blog posts, should be scannable and easy to read.
Share a brief explanation of your company and the products or services you provide. 7. Call-to-action (CTA) Add a call to action with the appropriate contact information (or a contact button, if this is a web-based case study) so that users can get in touch for additional information after reading the case study.
A case study is a detailed analysis of a specific topic in a real-world context. It can pertain to a person, place, event, group, or phenomenon, among others. The purpose is to derive generalizations about the topic, as well as other insights. Case studies find application in academic, business, political, or scientific research.
A case study is a way of showing how your business' solutions can help customers solve their problems. Besides that, it will tell an inspiring story about a successful instance and will make it easier to nurture and convert leads. According to the B2B Marketing report, 66% of marketers surveyed answered that case studies were the most ...
Average cycle time - 24.83 Days. Average lines of Contents produced - 536.71. Total lines produced and valuated - 46,157. Average RCV per claim - $79,852.25. Total RCV valuated - $6,867,293.50. Total claims handled - 86. Over 6 months, TheBest Claims utilized their network and their expertise to complete contents assignments for the ...
Boost your sales efficiency and growth with Salesforce, the trusted AI-powered sales solution. Learn more and try it for free.
Cisco+ (as-a-service) Cisco buying programs. Cisco Nexus Dashboard. Cisco Networking Software. Cisco DNA Software for Wireless. Cisco DNA Software for Switching. Cisco DNA Software for SD-WAN and Routing. Cisco Intersight for Compute and Cloud. Cisco ONE for Data Center Compute and Cloud.