Organizing Your Social Sciences Research Assignments
- Annotated Bibliography
- Analyzing a Scholarly Journal Article
- Group Presentations
- Dealing with Nervousness
- Using Visual Aids
- Grading Someone Else's Paper
- Types of Structured Group Activities
- Group Project Survival Skills
- Leading a Class Discussion
- Multiple Book Review Essay
- Reviewing Collected Works
- Writing a Case Analysis Paper
- Writing a Case Study
- About Informed Consent
- Writing Field Notes
- Writing a Policy Memo
- Writing a Reflective Paper
- Writing a Research Proposal
- Generative AI and Writing
- Acknowledgments
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Definition and Introduction
Case analysis is a problem-based teaching and learning method that involves critically analyzing complex scenarios within an organizational setting for the purpose of placing the student in a “real world” situation and applying reflection and critical thinking skills to contemplate appropriate solutions, decisions, or recommended courses of action. It is considered a more effective teaching technique than in-class role playing or simulation activities. The analytical process is often guided by questions provided by the instructor that ask students to contemplate relationships between the facts and critical incidents described in the case.
Cases generally include both descriptive and statistical elements and rely on students applying abductive reasoning to develop and argue for preferred or best outcomes [i.e., case scenarios rarely have a single correct or perfect answer based on the evidence provided]. Rather than emphasizing theories or concepts, case analysis assignments emphasize building a bridge of relevancy between abstract thinking and practical application and, by so doing, teaches the value of both within a specific area of professional practice.
Given this, the purpose of a case analysis paper is to present a structured and logically organized format for analyzing the case situation. It can be assigned to students individually or as a small group assignment and it may include an in-class presentation component. Case analysis is predominately taught in economics and business-related courses, but it is also a method of teaching and learning found in other applied social sciences disciplines, such as, social work, public relations, education, journalism, and public administration.
Ellet, William. The Case Study Handbook: A Student's Guide . Revised Edition. Boston, MA: Harvard Business School Publishing, 2018; Christoph Rasche and Achim Seisreiner. Guidelines for Business Case Analysis . University of Potsdam; Writing a Case Analysis . Writing Center, Baruch College; Volpe, Guglielmo. "Case Teaching in Economics: History, Practice and Evidence." Cogent Economics and Finance 3 (December 2015). doi:https://doi.org/10.1080/23322039.2015.1120977.
How to Approach Writing a Case Analysis Paper
The organization and structure of a case analysis paper can vary depending on the organizational setting, the situation, and how your professor wants you to approach the assignment. Nevertheless, preparing to write a case analysis paper involves several important steps. As Hawes notes, a case analysis assignment “...is useful in developing the ability to get to the heart of a problem, analyze it thoroughly, and to indicate the appropriate solution as well as how it should be implemented” [p.48]. This statement encapsulates how you should approach preparing to write a case analysis paper.
Before you begin to write your paper, consider the following analytical procedures:
- Review the case to get an overview of the situation . A case can be only a few pages in length, however, it is most often very lengthy and contains a significant amount of detailed background information and statistics, with multilayered descriptions of the scenario, the roles and behaviors of various stakeholder groups, and situational events. Therefore, a quick reading of the case will help you gain an overall sense of the situation and illuminate the types of issues and problems that you will need to address in your paper. If your professor has provided questions intended to help frame your analysis, use them to guide your initial reading of the case.
- Read the case thoroughly . After gaining a general overview of the case, carefully read the content again with the purpose of understanding key circumstances, events, and behaviors among stakeholder groups. Look for information or data that appears contradictory, extraneous, or misleading. At this point, you should be taking notes as you read because this will help you develop a general outline of your paper. The aim is to obtain a complete understanding of the situation so that you can begin contemplating tentative answers to any questions your professor has provided or, if they have not provided, developing answers to your own questions about the case scenario and its connection to the course readings,lectures, and class discussions.
- Determine key stakeholder groups, issues, and events and the relationships they all have to each other . As you analyze the content, pay particular attention to identifying individuals, groups, or organizations described in the case and identify evidence of any problems or issues of concern that impact the situation in a negative way. Other things to look for include identifying any assumptions being made by or about each stakeholder, potential biased explanations or actions, explicit demands or ultimatums , and the underlying concerns that motivate these behaviors among stakeholders. The goal at this stage is to develop a comprehensive understanding of the situational and behavioral dynamics of the case and the explicit and implicit consequences of each of these actions.
- Identify the core problems . The next step in most case analysis assignments is to discern what the core [i.e., most damaging, detrimental, injurious] problems are within the organizational setting and to determine their implications. The purpose at this stage of preparing to write your analysis paper is to distinguish between the symptoms of core problems and the core problems themselves and to decide which of these must be addressed immediately and which problems do not appear critical but may escalate over time. Identify evidence from the case to support your decisions by determining what information or data is essential to addressing the core problems and what information is not relevant or is misleading.
- Explore alternative solutions . As noted, case analysis scenarios rarely have only one correct answer. Therefore, it is important to keep in mind that the process of analyzing the case and diagnosing core problems, while based on evidence, is a subjective process open to various avenues of interpretation. This means that you must consider alternative solutions or courses of action by critically examining strengths and weaknesses, risk factors, and the differences between short and long-term solutions. For each possible solution or course of action, consider the consequences they may have related to their implementation and how these recommendations might lead to new problems. Also, consider thinking about your recommended solutions or courses of action in relation to issues of fairness, equity, and inclusion.
- Decide on a final set of recommendations . The last stage in preparing to write a case analysis paper is to assert an opinion or viewpoint about the recommendations needed to help resolve the core problems as you see them and to make a persuasive argument for supporting this point of view. Prepare a clear rationale for your recommendations based on examining each element of your analysis. Anticipate possible obstacles that could derail their implementation. Consider any counter-arguments that could be made concerning the validity of your recommended actions. Finally, describe a set of criteria and measurable indicators that could be applied to evaluating the effectiveness of your implementation plan.
Use these steps as the framework for writing your paper. Remember that the more detailed you are in taking notes as you critically examine each element of the case, the more information you will have to draw from when you begin to write. This will save you time.
NOTE : If the process of preparing to write a case analysis paper is assigned as a student group project, consider having each member of the group analyze a specific element of the case, including drafting answers to the corresponding questions used by your professor to frame the analysis. This will help make the analytical process more efficient and ensure that the distribution of work is equitable. This can also facilitate who is responsible for drafting each part of the final case analysis paper and, if applicable, the in-class presentation.
Framework for Case Analysis . College of Management. University of Massachusetts; Hawes, Jon M. "Teaching is Not Telling: The Case Method as a Form of Interactive Learning." Journal for Advancement of Marketing Education 5 (Winter 2004): 47-54; Rasche, Christoph and Achim Seisreiner. Guidelines for Business Case Analysis . University of Potsdam; Writing a Case Study Analysis . University of Arizona Global Campus Writing Center; Van Ness, Raymond K. A Guide to Case Analysis . School of Business. State University of New York, Albany; Writing a Case Analysis . Business School, University of New South Wales.
Structure and Writing Style
A case analysis paper should be detailed, concise, persuasive, clearly written, and professional in tone and in the use of language . As with other forms of college-level academic writing, declarative statements that convey information, provide a fact, or offer an explanation or any recommended courses of action should be based on evidence. If allowed by your professor, any external sources used to support your analysis, such as course readings, should be properly cited under a list of references. The organization and structure of case analysis papers can vary depending on your professor’s preferred format, but its structure generally follows the steps used for analyzing the case.
Introduction
The introduction should provide a succinct but thorough descriptive overview of the main facts, issues, and core problems of the case . The introduction should also include a brief summary of the most relevant details about the situation and organizational setting. This includes defining the theoretical framework or conceptual model on which any questions were used to frame your analysis.
Following the rules of most college-level research papers, the introduction should then inform the reader how the paper will be organized. This includes describing the major sections of the paper and the order in which they will be presented. Unless you are told to do so by your professor, you do not need to preview your final recommendations in the introduction. U nlike most college-level research papers , the introduction does not include a statement about the significance of your findings because a case analysis assignment does not involve contributing new knowledge about a research problem.
Background Analysis
Background analysis can vary depending on any guiding questions provided by your professor and the underlying concept or theory that the case is based upon. In general, however, this section of your paper should focus on:
- Providing an overarching analysis of problems identified from the case scenario, including identifying events that stakeholders find challenging or troublesome,
- Identifying assumptions made by each stakeholder and any apparent biases they may exhibit,
- Describing any demands or claims made by or forced upon key stakeholders, and
- Highlighting any issues of concern or complaints expressed by stakeholders in response to those demands or claims.
These aspects of the case are often in the form of behavioral responses expressed by individuals or groups within the organizational setting. However, note that problems in a case situation can also be reflected in data [or the lack thereof] and in the decision-making, operational, cultural, or institutional structure of the organization. Additionally, demands or claims can be either internal and external to the organization [e.g., a case analysis involving a president considering arms sales to Saudi Arabia could include managing internal demands from White House advisors as well as demands from members of Congress].
Throughout this section, present all relevant evidence from the case that supports your analysis. Do not simply claim there is a problem, an assumption, a demand, or a concern; tell the reader what part of the case informed how you identified these background elements.
Identification of Problems
In most case analysis assignments, there are problems, and then there are problems . Each problem can reflect a multitude of underlying symptoms that are detrimental to the interests of the organization. The purpose of identifying problems is to teach students how to differentiate between problems that vary in severity, impact, and relative importance. Given this, problems can be described in three general forms: those that must be addressed immediately, those that should be addressed but the impact is not severe, and those that do not require immediate attention and can be set aside for the time being.
All of the problems you identify from the case should be identified in this section of your paper, with a description based on evidence explaining the problem variances. If the assignment asks you to conduct research to further support your assessment of the problems, include this in your explanation. Remember to cite those sources in a list of references. Use specific evidence from the case and apply appropriate concepts, theories, and models discussed in class or in relevant course readings to highlight and explain the key problems [or problem] that you believe must be solved immediately and describe the underlying symptoms and why they are so critical.
Alternative Solutions
This section is where you provide specific, realistic, and evidence-based solutions to the problems you have identified and make recommendations about how to alleviate the underlying symptomatic conditions impacting the organizational setting. For each solution, you must explain why it was chosen and provide clear evidence to support your reasoning. This can include, for example, course readings and class discussions as well as research resources, such as, books, journal articles, research reports, or government documents. In some cases, your professor may encourage you to include personal, anecdotal experiences as evidence to support why you chose a particular solution or set of solutions. Using anecdotal evidence helps promote reflective thinking about the process of determining what qualifies as a core problem and relevant solution .
Throughout this part of the paper, keep in mind the entire array of problems that must be addressed and describe in detail the solutions that might be implemented to resolve these problems.
Recommended Courses of Action
In some case analysis assignments, your professor may ask you to combine the alternative solutions section with your recommended courses of action. However, it is important to know the difference between the two. A solution refers to the answer to a problem. A course of action refers to a procedure or deliberate sequence of activities adopted to proactively confront a situation, often in the context of accomplishing a goal. In this context, proposed courses of action are based on your analysis of alternative solutions. Your description and justification for pursuing each course of action should represent the overall plan for implementing your recommendations.
For each course of action, you need to explain the rationale for your recommendation in a way that confronts challenges, explains risks, and anticipates any counter-arguments from stakeholders. Do this by considering the strengths and weaknesses of each course of action framed in relation to how the action is expected to resolve the core problems presented, the possible ways the action may affect remaining problems, and how the recommended action will be perceived by each stakeholder.
In addition, you should describe the criteria needed to measure how well the implementation of these actions is working and explain which individuals or groups are responsible for ensuring your recommendations are successful. In addition, always consider the law of unintended consequences. Outline difficulties that may arise in implementing each course of action and describe how implementing the proposed courses of action [either individually or collectively] may lead to new problems [both large and small].
Throughout this section, you must consider the costs and benefits of recommending your courses of action in relation to uncertainties or missing information and the negative consequences of success.
The conclusion should be brief and introspective. Unlike a research paper, the conclusion in a case analysis paper does not include a summary of key findings and their significance, a statement about how the study contributed to existing knowledge, or indicate opportunities for future research.
Begin by synthesizing the core problems presented in the case and the relevance of your recommended solutions. This can include an explanation of what you have learned about the case in the context of your answers to the questions provided by your professor. The conclusion is also where you link what you learned from analyzing the case with the course readings or class discussions. This can further demonstrate your understanding of the relationships between the practical case situation and the theoretical and abstract content of assigned readings and other course content.
Problems to Avoid
The literature on case analysis assignments often includes examples of difficulties students have with applying methods of critical analysis and effectively reporting the results of their assessment of the situation. A common reason cited by scholars is that the application of this type of teaching and learning method is limited to applied fields of social and behavioral sciences and, as a result, writing a case analysis paper can be unfamiliar to most students entering college.
After you have drafted your paper, proofread the narrative flow and revise any of these common errors:
- Unnecessary detail in the background section . The background section should highlight the essential elements of the case based on your analysis. Focus on summarizing the facts and highlighting the key factors that become relevant in the other sections of the paper by eliminating any unnecessary information.
- Analysis relies too much on opinion . Your analysis is interpretive, but the narrative must be connected clearly to evidence from the case and any models and theories discussed in class or in course readings. Any positions or arguments you make should be supported by evidence.
- Analysis does not focus on the most important elements of the case . Your paper should provide a thorough overview of the case. However, the analysis should focus on providing evidence about what you identify are the key events, stakeholders, issues, and problems. Emphasize what you identify as the most critical aspects of the case to be developed throughout your analysis. Be thorough but succinct.
- Writing is too descriptive . A paper with too much descriptive information detracts from your analysis of the complexities of the case situation. Questions about what happened, where, when, and by whom should only be included as essential information leading to your examination of questions related to why, how, and for what purpose.
- Inadequate definition of a core problem and associated symptoms . A common error found in case analysis papers is recommending a solution or course of action without adequately defining or demonstrating that you understand the problem. Make sure you have clearly described the problem and its impact and scope within the organizational setting. Ensure that you have adequately described the root causes w hen describing the symptoms of the problem.
- Recommendations lack specificity . Identify any use of vague statements and indeterminate terminology, such as, “A particular experience” or “a large increase to the budget.” These statements cannot be measured and, as a result, there is no way to evaluate their successful implementation. Provide specific data and use direct language in describing recommended actions.
- Unrealistic, exaggerated, or unattainable recommendations . Review your recommendations to ensure that they are based on the situational facts of the case. Your recommended solutions and courses of action must be based on realistic assumptions and fit within the constraints of the situation. Also note that the case scenario has already happened, therefore, any speculation or arguments about what could have occurred if the circumstances were different should be revised or eliminated.
Bee, Lian Song et al. "Business Students' Perspectives on Case Method Coaching for Problem-Based Learning: Impacts on Student Engagement and Learning Performance in Higher Education." Education & Training 64 (2022): 416-432; The Case Analysis . Fred Meijer Center for Writing and Michigan Authors. Grand Valley State University; Georgallis, Panikos and Kayleigh Bruijn. "Sustainability Teaching using Case-Based Debates." Journal of International Education in Business 15 (2022): 147-163; Hawes, Jon M. "Teaching is Not Telling: The Case Method as a Form of Interactive Learning." Journal for Advancement of Marketing Education 5 (Winter 2004): 47-54; Georgallis, Panikos, and Kayleigh Bruijn. "Sustainability Teaching Using Case-based Debates." Journal of International Education in Business 15 (2022): 147-163; .Dean, Kathy Lund and Charles J. Fornaciari. "How to Create and Use Experiential Case-Based Exercises in a Management Classroom." Journal of Management Education 26 (October 2002): 586-603; Klebba, Joanne M. and Janet G. Hamilton. "Structured Case Analysis: Developing Critical Thinking Skills in a Marketing Case Course." Journal of Marketing Education 29 (August 2007): 132-137, 139; Klein, Norman. "The Case Discussion Method Revisited: Some Questions about Student Skills." Exchange: The Organizational Behavior Teaching Journal 6 (November 1981): 30-32; Mukherjee, Arup. "Effective Use of In-Class Mini Case Analysis for Discovery Learning in an Undergraduate MIS Course." The Journal of Computer Information Systems 40 (Spring 2000): 15-23; Pessoa, Silviaet al. "Scaffolding the Case Analysis in an Organizational Behavior Course: Making Analytical Language Explicit." Journal of Management Education 46 (2022): 226-251: Ramsey, V. J. and L. D. Dodge. "Case Analysis: A Structured Approach." Exchange: The Organizational Behavior Teaching Journal 6 (November 1981): 27-29; Schweitzer, Karen. "How to Write and Format a Business Case Study." ThoughtCo. https://www.thoughtco.com/how-to-write-and-format-a-business-case-study-466324 (accessed December 5, 2022); Reddy, C. D. "Teaching Research Methodology: Everything's a Case." Electronic Journal of Business Research Methods 18 (December 2020): 178-188; Volpe, Guglielmo. "Case Teaching in Economics: History, Practice and Evidence." Cogent Economics and Finance 3 (December 2015). doi:https://doi.org/10.1080/23322039.2015.1120977.
Writing Tip
Ca se Study and Case Analysis Are Not the Same!
Confusion often exists between what it means to write a paper that uses a case study research design and writing a paper that analyzes a case; they are two different types of approaches to learning in the social and behavioral sciences. Professors as well as educational researchers contribute to this confusion because they often use the term "case study" when describing the subject of analysis for a case analysis paper. But you are not studying a case for the purpose of generating a comprehensive, multi-faceted understanding of a research problem. R ather, you are critically analyzing a specific scenario to argue logically for recommended solutions and courses of action that lead to optimal outcomes applicable to professional practice.
To avoid any confusion, here are twelve characteristics that delineate the differences between writing a paper using the case study research method and writing a case analysis paper:
- Case study is a method of in-depth research and rigorous inquiry ; case analysis is a reliable method of teaching and learning . A case study is a modality of research that investigates a phenomenon for the purpose of creating new knowledge, solving a problem, or testing a hypothesis using empirical evidence derived from the case being studied. Often, the results are used to generalize about a larger population or within a wider context. The writing adheres to the traditional standards of a scholarly research study. A case analysis is a pedagogical tool used to teach students how to reflect and think critically about a practical, real-life problem in an organizational setting.
- The researcher is responsible for identifying the case to study; a case analysis is assigned by your professor . As the researcher, you choose the case study to investigate in support of obtaining new knowledge and understanding about the research problem. The case in a case analysis assignment is almost always provided, and sometimes written, by your professor and either given to every student in class to analyze individually or to a small group of students, or students select a case to analyze from a predetermined list.
- A case study is indeterminate and boundless; a case analysis is predetermined and confined . A case study can be almost anything [see item 9 below] as long as it relates directly to examining the research problem. This relationship is the only limit to what a researcher can choose as the subject of their case study. The content of a case analysis is determined by your professor and its parameters are well-defined and limited to elucidating insights of practical value applied to practice.
- Case study is fact-based and describes actual events or situations; case analysis can be entirely fictional or adapted from an actual situation . The entire content of a case study must be grounded in reality to be a valid subject of investigation in an empirical research study. A case analysis only needs to set the stage for critically examining a situation in practice and, therefore, can be entirely fictional or adapted, all or in-part, from an actual situation.
- Research using a case study method must adhere to principles of intellectual honesty and academic integrity; a case analysis scenario can include misleading or false information . A case study paper must report research objectively and factually to ensure that any findings are understood to be logically correct and trustworthy. A case analysis scenario may include misleading or false information intended to deliberately distract from the central issues of the case. The purpose is to teach students how to sort through conflicting or useless information in order to come up with the preferred solution. Any use of misleading or false information in academic research is considered unethical.
- Case study is linked to a research problem; case analysis is linked to a practical situation or scenario . In the social sciences, the subject of an investigation is most often framed as a problem that must be researched in order to generate new knowledge leading to a solution. Case analysis narratives are grounded in real life scenarios for the purpose of examining the realities of decision-making behavior and processes within organizational settings. A case analysis assignments include a problem or set of problems to be analyzed. However, the goal is centered around the act of identifying and evaluating courses of action leading to best possible outcomes.
- The purpose of a case study is to create new knowledge through research; the purpose of a case analysis is to teach new understanding . Case studies are a choice of methodological design intended to create new knowledge about resolving a research problem. A case analysis is a mode of teaching and learning intended to create new understanding and an awareness of uncertainty applied to practice through acts of critical thinking and reflection.
- A case study seeks to identify the best possible solution to a research problem; case analysis can have an indeterminate set of solutions or outcomes . Your role in studying a case is to discover the most logical, evidence-based ways to address a research problem. A case analysis assignment rarely has a single correct answer because one of the goals is to force students to confront the real life dynamics of uncertainly, ambiguity, and missing or conflicting information within professional practice. Under these conditions, a perfect outcome or solution almost never exists.
- Case study is unbounded and relies on gathering external information; case analysis is a self-contained subject of analysis . The scope of a case study chosen as a method of research is bounded. However, the researcher is free to gather whatever information and data is necessary to investigate its relevance to understanding the research problem. For a case analysis assignment, your professor will often ask you to examine solutions or recommended courses of action based solely on facts and information from the case.
- Case study can be a person, place, object, issue, event, condition, or phenomenon; a case analysis is a carefully constructed synopsis of events, situations, and behaviors . The research problem dictates the type of case being studied and, therefore, the design can encompass almost anything tangible as long as it fulfills the objective of generating new knowledge and understanding. A case analysis is in the form of a narrative containing descriptions of facts, situations, processes, rules, and behaviors within a particular setting and under a specific set of circumstances.
- Case study can represent an open-ended subject of inquiry; a case analysis is a narrative about something that has happened in the past . A case study is not restricted by time and can encompass an event or issue with no temporal limit or end. For example, the current war in Ukraine can be used as a case study of how medical personnel help civilians during a large military conflict, even though circumstances around this event are still evolving. A case analysis can be used to elicit critical thinking about current or future situations in practice, but the case itself is a narrative about something finite and that has taken place in the past.
- Multiple case studies can be used in a research study; case analysis involves examining a single scenario . Case study research can use two or more cases to examine a problem, often for the purpose of conducting a comparative investigation intended to discover hidden relationships, document emerging trends, or determine variations among different examples. A case analysis assignment typically describes a stand-alone, self-contained situation and any comparisons among cases are conducted during in-class discussions and/or student presentations.
The Case Analysis . Fred Meijer Center for Writing and Michigan Authors. Grand Valley State University; Mills, Albert J. , Gabrielle Durepos, and Eiden Wiebe, editors. Encyclopedia of Case Study Research . Thousand Oaks, CA: SAGE Publications, 2010; Ramsey, V. J. and L. D. Dodge. "Case Analysis: A Structured Approach." Exchange: The Organizational Behavior Teaching Journal 6 (November 1981): 27-29; Yin, Robert K. Case Study Research and Applications: Design and Methods . 6th edition. Thousand Oaks, CA: Sage, 2017; Crowe, Sarah et al. “The Case Study Approach.” BMC Medical Research Methodology 11 (2011): doi: 10.1186/1471-2288-11-100; Yin, Robert K. Case Study Research: Design and Methods . 4th edition. Thousand Oaks, CA: Sage Publishing; 1994.
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How to Write a Case Study - All You Wanted to Know
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What do you study in your college? If you are a psychology, sociology, or anthropology student, we bet you might be familiar with what a case study is. This research method is used to study a certain person, group, or situation. In this guide from our dissertation writing service , you will learn how to write a case study professionally, from researching to citing sources properly. Also, we will explore different types of case studies and show you examples â so that you wonât have any other questions left.
What Is a Case Study?
A case study is a subcategory of research design which investigates problems and offers solutions. Case studies can range from academic research studies to corporate promotional tools trying to sell an ideaâtheir scope is quite vast.
What Is the Difference Between a Research Paper and a Case Study?
While research papers turn the readerâs attention to a certain problem, case studies go even further. Case study guidelines require students to pay attention to details, examining issues closely and in-depth using different research methods. For example, case studies may be used to examine court cases if you study Law, or a patient's health history if you study Medicine. Case studies are also used in Marketing, which are thorough, empirically supported analysis of a good or service's performance. Well-designed case studies can be valuable for prospective customers as they can identify and solve the potential customers pain point.
Case studies involve a lot of storytelling â they usually examine particular cases for a person or a group of people. This method of research is very helpful, as it is very practical and can give a lot of hands-on information. Most commonly, the length of the case study is about 500-900 words, which is much less than the length of an average research paper.
The structure of a case study is very similar to storytelling. It has a protagonist or main character, which in your case is actually a problem you are trying to solve. You can use the system of 3 Acts to make it a compelling story. It should have an introduction, rising action, a climax where transformation occurs, falling action, and a solution.
Here is a rough formula for you to use in your case study:
Problem (Act I): > Solution (Act II) > Result (Act III) > Conclusion.
Types of Case Studies
The purpose of a case study is to provide detailed reports on an event, an institution, a place, future customers, or pretty much anything. There are a few common types of case study, but the type depends on the topic. The following are the most common domains where case studies are needed:
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- Historical case studies are great to learn from. Historical events have a multitude of source info offering different perspectives. There are always modern parallels where these perspectives can be applied, compared, and thoroughly analyzed.
- Problem-oriented case studies are usually used for solving problems. These are often assigned as theoretical situations where you need to immerse yourself in the situation to examine it. Imagine youâre working for a startup and youâve just noticed a significant flaw in your productâs design. Before taking it to the senior manager, you want to do a comprehensive study on the issue and provide solutions. On a greater scale, problem-oriented case studies are a vital part of relevant socio-economic discussions.
- Cumulative case studies collect information and offer comparisons. In business, case studies are often used to tell people about the value of a product.
- Critical case studies explore the causes and effects of a certain case.
- Illustrative case studies describe certain events, investigating outcomes and lessons learned.
Need a compelling case study? EssayPro has got you covered. Our experts are ready to provide you with detailed, insightful case studies that capture the essence of real-world scenarios. Elevate your academic work with our professional assistance.
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Case Study Format
The case study format is typically made up of eight parts:
- Executive Summary. Explain what you will examine in the case study. Write an overview of the field youâre researching. Make a thesis statement and sum up the results of your observation in a maximum of 2 sentences.
- Background. Provide background information and the most relevant facts. Isolate the issues.
- Case Evaluation. Isolate the sections of the study you want to focus on. In it, explain why something is working or is not working.
- Proposed Solutions. Offer realistic ways to solve what isnât working or how to improve its current condition. Explain why these solutions work by offering testable evidence.
- Conclusion. Summarize the main points from the case evaluations and proposed solutions. 6. Recommendations. Talk about the strategy that you should choose. Explain why this choice is the most appropriate.
- Implementation. Explain how to put the specific strategies into action.
- References. Provide all the citations.
How to Write a Case Study
Let's discover how to write a case study.
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Setting Up the Research
When writing a case study, remember that research should always come first. Reading many different sources and analyzing other points of view will help you come up with more creative solutions. You can also conduct an actual interview to thoroughly investigate the customer story that you'll need for your case study. Including all of the necessary research, writing a case study may take some time. The research process involves doing the following:
- Define your objective. Explain the reason why youâre presenting your subject. Figure out where you will feature your case study; whether it is written, on video, shown as an infographic, streamed as a podcast, etc.
- Determine who will be the right candidate for your case study. Get permission, quotes, and other features that will make your case study effective. Get in touch with your candidate to see if they approve of being part of your work. Study that candidateâs situation and note down what caused it.
- Identify which various consequences could result from the situation. Follow these guidelines on how to start a case study: surf the net to find some general information you might find useful.
- Make a list of credible sources and examine them. Seek out important facts and highlight problems. Always write down your ideas and make sure to brainstorm.
- Focus on several key issues â why they exist, and how they impact your research subject. Think of several unique solutions. Draw from class discussions, readings, and personal experience. When writing a case study, focus on the best solution and explore it in depth. After having all your research in place, writing a case study will be easy. You may first want to check the rubric and criteria of your assignment for the correct case study structure.
Read Also: ' WHATÂ ISÂ AÂ CREDIBLE SOURCES ?'
Although your instructor might be looking at slightly different criteria, every case study rubric essentially has the same standards. Your professor will want you to exhibit 8 different outcomes:
- Correctly identify the concepts, theories, and practices in the discipline.
- Identify the relevant theories and principles associated with the particular study.
- Evaluate legal and ethical principles and apply them to your decision-making.
- Recognize the global importance and contribution of your case.
- Construct a coherent summary and explanation of the study.
- Demonstrate analytical and critical-thinking skills.
- Explain the interrelationships between the environment and nature.
- Integrate theory and practice of the discipline within the analysis.
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Case Study Outline
Let's look at the structure of an outline based on the issue of the alcoholic addiction of 30 people.
Introduction
- Statement of the issue: Alcoholism is a disease rather than a weakness of character.
- Presentation of the problem: Alcoholism is affecting more than 14 million people in the USA, which makes it the third most common mental illness there.
- Explanation of the terms: In the past, alcoholism was commonly referred to as alcohol dependence or alcohol addiction. Alcoholism is now the more severe stage of this addiction in the disorder spectrum.
- Hypotheses: Drinking in excess can lead to the use of other drugs.
- Importance of your story: How the information you present can help people with their addictions.
- Background of the story: Include an explanation of why you chose this topic.
- Presentation of analysis and data: Describe the criteria for choosing 30 candidates, the structure of the interview, and the outcomes.
- Strong argument 1: ex. X% of candidates dealing with anxiety and depression...
- Strong argument 2: ex. X amount of people started drinking by their mid-teens.
- Strong argument 3: ex. X% of respondentsâ parents had issues with alcohol.
- Concluding statement: I have researched if alcoholism is a disease and found out thatâŚ
- Recommendations: Ways and actions for preventing alcohol use.
Writing a Case Study Draft
After youâve done your case study research and written the outline, itâs time to focus on the draft. In a draft, you have to develop and write your case study by using: the data which you collected throughout the research, interviews, and the analysis processes that were undertaken. Follow these rules for the draft:
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đ Step | đ Description |
---|---|
1. Draft Structure | đď¸ Your draft should contain at least 4 sections: an introduction; a body where you should include background information, an explanation of why you decided to do this case study, and a presentation of your main findings; a conclusion where you present data; and references. |
2. Introduction | đ In the introduction, you should set the pace very clearly. You can even raise a question or quote someone you interviewed in the research phase. It must provide adequate background information on the topic. The background may include analyses of previous studies on your topic. Include the aim of your case here as well. Think of it as a thesis statement. The aim must describe the purpose of your workâpresenting the issues that you want to tackle. Include background information, such as photos or videos you used when doing the research. |
3. Research Process | đ Describe your unique research process, whether it was through interviews, observations, academic journals, etc. The next point includes providing the results of your research. Tell the audience what you found out. Why is this important, and what could be learned from it? Discuss the real implications of the problem and its significance in the world. |
4. Quotes and Data | đŹ Include quotes and data (such as findings, percentages, and awards). This will add a personal touch and better credibility to the case you present. Explain what results you find during your interviews in regards to the problem and how it developed. Also, write about solutions which have already been proposed by other people who have already written about this case. |
5. Offer Solutions | đĄ At the end of your case study, you should offer possible solutions, but donât worry about solving them yourself. |
Use Data to Illustrate Key Points in Your Case Study
Even though your case study is a story, it should be based on evidence. Use as much data as possible to illustrate your point. Without the right data, your case study may appear weak and the readers may not be able to relate to your issue as much as they should. Let's see the examples from essay writing service :
â With data: Alcoholism is affecting more than 14 million people in the USA, which makes it the third most common mental illness there. Without data: A lot of people suffer from alcoholism in the United States.
Try to include as many credible sources as possible. You may have terms or sources that could be hard for other cultures to understand. If this is the case, you should include them in the appendix or Notes for the Instructor or Professor.
Finalizing the Draft: Checklist
After you finish drafting your case study, polish it up by answering these âask yourselfâ questions and think about how to end your case study:
- Check that you follow the correct case study format, also in regards to text formatting.
- Check that your work is consistent with its referencing and citation style.
- Micro-editing â check for grammar and spelling issues.
- Macro-editing â does âthe big pictureâ come across to the reader? Is there enough raw data, such as real-life examples or personal experiences? Have you made your data collection process completely transparent? Does your analysis provide a clear conclusion, allowing for further research and practice?
Problems to avoid:
- Overgeneralization â Do not go into further research that deviates from the main problem.
- Failure to Document Limitations â Just as you have to clearly state the limitations of a general research study, you must describe the specific limitations inherent in the subject of analysis.
- Failure to Extrapolate All Possible Implications â Just as you don't want to over-generalize from your case study findings, you also have to be thorough in the consideration of all possible outcomes or recommendations derived from your findings.
How to Create a Title Page and Cite a Case Study
Let's see how to create an awesome title page.
Your title page depends on the prescribed citation format. The title page should include:
- A title that attracts some attention and describes your study
- The title should have the words âcase studyâ in it
- The title should range between 5-9 words in length
- Your name and contact information
- Your finished paper should be only 500 to 1,500 words in length.With this type of assignment, write effectively and avoid fluff
Here is a template for the APA and MLA format title page:
There are some cases when you need to cite someone else's study in your own one â therefore, you need to master how to cite a case study. A case study is like a research paper when it comes to citations. You can cite it like you cite a book, depending on what style you need.
Citation Example in MLA â Hill, Linda, Tarun Khanna, and Emily A. Stecker. HCL Technologies. Boston: Harvard Business Publishing, 2008. Print.
Citation Example in APA â Hill, L., Khanna, T., & Stecker, E. A. (2008). HCL Technologies. Boston: Harvard Business Publishing.
Citation Example in Chicago Hill, Linda, Tarun Khanna, and Emily A. Stecker. HCL Technologies.
Case Study Examples
To give you an idea of a professional case study example, we gathered and linked some below.
Eastman Kodak Case Study
Case Study Example: Audi Trains Mexican Autoworkers in Germany
To conclude, a case study is one of the best methods of getting an overview of what happened to a person, a group, or a situation in practice. It allows you to have an in-depth glance at the real-life problems that businesses, healthcare industry, criminal justice, etc. may face. This insight helps us look at such situations in a different light. This is because we see scenarios that we otherwise would not, without necessarily being there. If you need custom essays , try our research paper writing services .
Get Help Form Qualified Writers
Crafting a case study is not easy. You might want to write one of high quality, but you donât have the time or expertise. If youâre having trouble with your case study, help with essay request - we'll help. EssayPro writers have read and written countless case studies and are experts in endless disciplines. Request essay writing, editing, or proofreading assistance from our custom case study writing service , and all of your worries will be gone.
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What Is A Case Study?
How to cite a case study in apa, how to write a case study.
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Daniel Parker
is a seasoned educational writer focusing on scholarship guidance, research papers, and various forms of academic essays including reflective and narrative essays. His expertise also extends to detailed case studies. A scholar with a background in English Literature and Education, Danielâs work on EssayPro blog aims to support students in achieving academic excellence and securing scholarships. His hobbies include reading classic literature and participating in academic forums.
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is an expert in nursing and healthcare, with a strong background in history, law, and literature. Holding advanced degrees in nursing and public health, his analytical approach and comprehensive knowledge help students navigate complex topics. On EssayPro blog, Adam provides insightful articles on everything from historical analysis to the intricacies of healthcare policies. In his downtime, he enjoys historical documentaries and volunteering at local clinics.
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How to Write a Case Study: Bookmarkable Guide & Template
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Published: July 18, 2024
Earning the trust of prospective customers can be a major challenge. Before you can expect to earn their business, youâll need to demonstrate your ability to deliver on the promises of your product or service. The best way to win new business is with cold, hard proof.
![case study analysis heading person at computer writing a case study](https://www.hubspot.com/hs-fs/hubfs/case-study-1-20240717-2565464-1.webp?width=595&height=400&name=case-study-1-20240717-2565464-1.webp)
A great way to prove your worth is through a compelling case study. HubSpotâs 2024 State of Marketing report found that case studies are so captivating that they were the fifth most commonly used type of content that marketers relied on.
That statistic still holds true in Forbes Advisorâs 2024 study, which adds that 78% of B2B businesses report using case studies and customer stories because they are â crucial for demonstrating real-world value. â
Having written these ever more frequently over the past ten years, I hope to serve as your guide through a process that can feel daunting, but I promise is worth the effort. Below, I'll walk you through what a case study is, how to prepare for writing one, what to include in it, and how it can be an effective tactic.
Table of Contents
Case Study Definition
- Why Write a Case Study?
- How Long Should a Case Study Be?
Case Study Templates
How to write a case study, case study format, business case study examples.
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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
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A case study is coverage of 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, itâs common for a case study to tell the story of a successful business partnership between a vendor and a client.
Perhaps the success youâre 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, helping you attract new clients.
Why write a case study?
I know, it sounds like a huge endeavor â is it really worth it?
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, showing 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 demonstrates how your product solved their issue. Most importantly, it explains 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.
A robust case study instills confidence in the solutions you present because the reader has now vicariously experienced the problem â and they followed, step-by-step, what it took to solve it. These elements work together, enabling 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 put your success on display for potential customers to see.
All of these attributes play together like an orchestra to help you gain more clients. Afterward, the case study acts as a reference. You can pull quotes from customers that were featured in these studies to repurpose them in other marketing content.
How long should a case study be?
Now that youâre more acquainted with the benefits of producing a case study, letâs explore how long these documents should 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 itâs important to strike a balance between providing enough detail to make the case study informative and concise enough to keep the readerâs 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. Make it attractive to dive into by using headings, subheadings, bullet points, charts, and other graphics to break up the content and make it more scannable for readers.
Iâve also seen more and more brands incorporate video elements into case studies listed on their site for a more engaging experience, which is highly recommended given that video is currently the best performing marketing content format.
![case study analysis heading case study format, forbes table of best performing content marketing formats](https://knowledge.hubspot.com/hubfs/case-study-2-20240717-7794975.webp)
In terms of the interview structure, I recommend categorizing the questions in a way that the answers flow 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, plus 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 needs 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?
Itâs a smart idea to send a copy of your interview questions to your subject ahead of time so they can prepare strong answers and collect the numerical data you need from them.
10. Lay out your case study format.
When it comes time to take all of the information youâve collected and actually turn it into something useful, itâs easy to feel overwhelmed. I always do, but I also know that it works out in the end, so I just jump on in and work it through.
So where should you start? What should you include? What's the best way to structure it?
Itâs 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 youâll see in some of the examples we've included below, and can sometimes be communicated through video or photos with a bit of accompanying text.
Here are the sections Iâd suggest, and I'll cover these in more detail after #11 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 youâve completed your case study, itâs 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, 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 clientâs success and asking readers to fill out a form with their name and email address if theyâd 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 to it from your homepage with a âCase Studiesâ or âTestimonialsâ button along your homepage's top navigation bar.
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.
![case study analysis heading case study format, crunch fitness title](https://knowledge.hubspot.com/hubfs/case-study-9-20240717-6965310.webp)
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Showcase your company's success using these free case study templates.
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How To Write A Case Study [Template plus 20+ Examples]
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In an era where every niche seems completely saturated, learning how to write a case study is one of the most important time investments you can make in your business.
Thatâs because case studies help you present a compelling story of success to bottom-ofâfunnel decision makers. Do it right, and a solid case study can greatly increase your chances of closing new deals.
A 2023 study from the Content Marketing Institute found that 36% of B2B marketers consider case studies to be effective tools for converting prospects into customers.
In this article, Iâll show you step-by-step exactly how to write a case study that makes an impact. Along the way, Iâll highlight several stellar case studies that illustrate how to do it right.
What you will learn
- What a case study is and what it's not.
- How an effective case study can help establish you as an expert and land more clients.
- How to choose the right topic for your case study, taking into account client successes and broad appeal in your customer's industry.
- The essential parts of a good case study and how to write each one.
- Style and formatting points that will make your case study stand out for readers to understand.
- 4 tips for conducting an effective client interview.
- 6 real-life case studies that you can use as examples for creating your own customer stories.
What is a case study?
A case study is a detailed story about how your products or services helped a client overcome a challenge or meet a goal. Its main purpose is to prove to potential customers that you understand their problems and have the experience and expertise to help solve them.
But, even though a case study can help you attract and win customers, it's not just an advertisement for your offerings.
In truth, your company shouldnât even be the main focus of a good case study.
Instead, a winning case study follows a successful business transformation from beginning to end and shows how you made it all possible for your client.
An example of a case study that conveys a strong customer story is the deep dive we did into how ClickUp used SurferSEO to boost their blog traffic by 85% in a year.
Why you should write a case study
The most obvious reason why you should write a case study is that it's a great way to show potential customers how others in their position have benefited from your product or service.
Here are a few of the key benefits of writing a case study, all of which can help you turn readers into customers.
Demonstrates expertiseÂ
A well-written case study shows clearly how your company solved a complex problem or helped a particular customer make improvements using your solution.
This is the sort of expertise other potential clients will look for when they run into the same sort of issues.
For instance, one of CrowdStrike's case studies shows how they helped Vijilan scale its logging capacity so they could stop turning away business.
![case study analysis heading case study analysis heading](https://cdn.prod.website-files.com/62666115cfab453aacbd513c/649ef28e85681da8051bb0a9_cae9c743-da09-4708-9cb3-1c3030116bf4.webp)
This positions CrowdStrike as experts in helping deal with log management issues.
Other companies dealing with their own logging problems will definitely find this to be a compelling story. And you can bet CrowdStrike will be on their short list of potential solution providers after reading this case study.
Educates potential customersÂ
You might have the best product on the market, but it won't do you any good if potential clients don't understand how it might help them.
A case study breaks down those barriers by showing real-life examples of your product in action, helping other customers solve their problems.
A good example is the Trello case study library .
Each story gives detailed examples showing how the customer uses Trello and includes actual screenshots from their workflows.
Here is an interesting snapshot from the BurgerFi example.
![case study analysis heading case study analysis heading](https://cdn.prod.website-files.com/62666115cfab453aacbd513c/649ef28e7deae2767b5b426b_a42a6e72-edae-441e-8610-ed1cd2fe6bbf.webp)
Here, you get a glimpse of a live Trello board that BurgerFi uses to manage their marketing assets.
By showing how existing clients use your product, you make it a lot easier for future customers to imagine how it might work for their needs, too.
Generates leadsÂ
A strong case study is a valuable piece of content that provides insights and can help companies make decisions.
Many of them would be happy to give you their contact information in exchange for the chance to read about potential solutions to their problems.
That combination of valuable content and a hungry market makes case studies great tools for lead generation.
You can either gate part of your case study and leave the rest of it public, or require an email address and other contact information in order to download the full study.
That's the approach Pulsara took in detailing how their telehealth communication platform helped EvergreenHealth improve efficiency:
![case study analysis heading case study analysis heading](https://cdn.prod.website-files.com/62666115cfab453aacbd513c/649ef28e662a7f5c8fbe57b2_8485dd0f-63e2-46e1-a49c-b5a248017da2.webp)
The names and addresses you collect with this approach will be about as warm as you could ever hope for since they probably have the same sort of problems you solved in your case study.
Along the same lines, case studies can be extremely effective in upselling or cross-selling other products to the decision-makers who read them.
And they are great tools for persuading a client to make a purchase with you.
Indeed, a great case study can often be the "final straw" that lands you a client considering your services.
A 2023 survey by Uplift Content , for example, found that 39% of SaaS marketers ranked case studies as being very effective for increasing sales.
That made it their #1 tactic for the second year in a row.
Builds trustÂ
Potential clients want to know that they can trust you to handle their business with care and to deliver on your promises.
A case study is the perfect vehicle to show that you can do just that.
Take advantage of that opportunity to present statistics, client testimonials, graphics, and any other proof that you can get results.
For example, in their case study about helping a law firm uncover critical data for a tricky case, Kroll shows us just how much they were able to cut through the noise:
![case study analysis heading case study analysis heading](https://cdn.prod.website-files.com/62666115cfab453aacbd513c/649ef28ed3cfa0527a013a92_46cca5dc-5d15-496c-9498-f3dd48215835.webp)
Any law firm staring at its own pile of documents to search through would love to have that haystack reduced by a factor of 32.5x, too.
And Sodexo makes good use of customer testimonials in their case studies, like this quote from the procurement lead for a Montana mining company.
![case study analysis heading case study analysis heading](https://cdn.prod.website-files.com/62666115cfab453aacbd513c/649ef28e98aba5259e010ace_4cf02491-6820-410e-aa10-35d2e8eebcc7.webp)
Having existing customers tell the world that they count on you is powerful free advertising and builds trust with your readers. That can help transform them into customers down the road.
Provides social proofÂ
You can also use your case study to show that your product or service works in a specific industry.
Real-world examples of customer success stories position you as someone their peers and competitors can turn to, too.
For instance, Stericycle details how they helped seven children's hospitals get a handle on their "sharps" management:
![case study analysis heading case study analysis heading](https://cdn.prod.website-files.com/62666115cfab453aacbd513c/649ef28ec44c342c0da195bd_e9739ad2-7aed-41e4-ac99-65a2b08a5a83.webp)
They also include glowing quotes from hospital leaders in the same study.
Other hospitals looking for help in disposing of their hazardous waste will know right away after reading this study that Stericycle understands their needs.
This is the type of social proof that can really help establish you as a go-to solution for the industries you serve.
How to choose a subject for your case study
In order to get the most bang for your buck from your case study, you need to make sure you pick a topic that resonates with your target audience. And one that can make your solution look its best.
Below are 4 ways to select the best subject for your case study.
1. Choose a popular topic
Make sure the topic you tackle in your case study is one that most of your potential clients are searching for.
You may be tempted to highlight an unusual project that you find especially interesting. But that usually won't have the same sort of selling power as a topic with more broad appeal.
For instance, Aruba Networks has helped colleges and universities with all sorts of networking projects. Some of those involve really fascinating edge cases like research labs, esports arenas, and other innovative solutions.
But what most schools are looking for in a network upgrade is improving connectivity across campus while enhancing security and saving money.
Those are exactly the outcomes Aruba focuses on in its Doane University case study .
Remember that your case study is likely to be read by decision-makers at the bottom of the sales funnel who are ready to buy.
Your content needs to resonate with them and address the questions they want answered in order to make their decision.
Aruba tackles their customers' concerns head-on throughout the Doane study, as you can see from their section headings:
- "Realizing a hyper-connected vision"
- "10X throughput eliminates academic barriers"
- "More secure with less effort"
- "Greener and more resilient at better insurance rates"
College administrators can see at a glance that Aruba understands their needs and has helped other institutions with similar problems.
2. Consider relevance and attractiveness
Although you want to choose a popular subject for your case study (as discussed above), it's also important to make sure it's relevant to your target audience.
For instance, if you provide design services, a one-off project you did to help a local company set up its website might have taught you a lot. But most of your potential readers will be much more interested in reading about how your designs helped that client improve brand perception.
Itâs also best to choose a situation where your product or service is used in a way that you expect most potential users to adopt.Â
For example, Allegion's Mount Holyoke case study (PDF) details how one campus used their products to move to contactless and mobile entry systems.
Students today demand more control over their physical security than ever before. And the administrative overhead of managing thousands of doors and physical keys on a college campus is enormous.
As a result, most schools are interested in using technology to enable their students and reduce staffing costs.
Allegion hits those points dead-on with this case study.
An added benefit of choosing a topic with broad appeal among your target client base is that you can use the content in your normal distribution channels.
For example, you can publish all or part of it as a blog post, include it in your newsletter, or use it as the basis for a YouTube video. Wherever your audience is, that's probably a good place to promote your case study.
3. Identify a 5 star use case
A case study is like a sales executive for your company.
It needs to show your product or service in the best possible light and highlight its features and benefits while distinguishing it from other products.
Choose a client example that really makes your solution look like a superstar and showcases its most outstanding attributes.
You should also avoid showing your product or service being used in a novel or completely innovative way. While that can provide some solid insight, you risk alienating your typical client who needs to know that you can solve their specific problem.
Instead, your case study should demonstrate how your solution took on a common industry problem and delivered stellar results.
A great example is Beckman Coulter's case study that details their work with Alverno Labs.
The objective was to reduce the time it took Alverno to deliver lab test results while reducing operating costs, which are common goals for many testing labs.
The case study presents a detailed description of how Beckman Coulter implemented a continuous improvement process for Alverno. They enhance the discussion with several meaty visuals like this project roadmap:
![case study analysis heading case study analysis heading](https://cdn.prod.website-files.com/62666115cfab453aacbd513c/649ef28f98aba5259e010ae4_98a53dcb-2e1f-47c4-b475-d436f093f73a.webp)
They also include plenty of tangible data to prove their success.
![case study analysis heading case study analysis heading](https://cdn.prod.website-files.com/62666115cfab453aacbd513c/649ef28fdba372ec2747a4a8_7f790f8e-2143-4e19-a951-df3cf0264502.webp)
And of course, include direct client testimonials:
![case study analysis heading case study analysis heading](https://cdn.prod.website-files.com/62666115cfab453aacbd513c/649ef28f03978b078f1410e2_148d6a2c-8383-40f6-954f-c1b9ff57dabf.webp)
From top to bottom, this case study proves that Beckman Coulter understands their customers business needs and can offer top-notch solutions.
4. Find a satisfied customer
You're going to need input from your client in order to build the most complete and accurate case study that you can.
So when you're trying to choose a customer story to use, look for a client who is happy to share their positive experience working with you.
Try to find one who seems genuinely eager to talk so that they will be timely with their responses to your questions.
If you have a customer who is willing to sit down for an actual interview with you, they're a great candidate. You'll get answers quickly, and the client is obviously comfortable enough with your relationship to talk with you directly.
A good example that focuses on a satisfied client comes from Aerofloat, an Australian wastewater treatment company.
In their Norco Food Case Study , Aerofloat reports that Norco hired them for additional projects as a result of their successful prior engagement:
It's always good to show prospective clients that your existing customers stick with you.
So try to pick a case study done in collaboration with a current client, not one from the past.
Aerofloat also highlights their ongoing relationship with Norco by also including them in the customer list on their About page:
![case study analysis heading case study analysis heading](https://cdn.prod.website-files.com/62666115cfab453aacbd513c/649ef28f7deae2767b5b4281_dae9993c-302e-4800-8ffb-ae6ffded7157.webp)
How to write a case study
Now that weâve covered the benefits of writing a case study and figured out how to pick the best topic for your situation, itâs time to get down to the business of writing.
Below is a rundown of the sections that make up the structure of a typical case study. For each piece, Iâll show you what types of content you should include and give you an example of a study that does it right.
Here are 8 tips to writing a case study.
1. Attention grabbing title
The title of your case study needs to grab potential readers attention and convince them that this is a valuable piece of content.
Make your title catchy, concise, and descriptive, just like you would for a good blog post. But you also need to make sure you give your readers a clear idea of what the case study is about.
Offer them at least a hint of the type of results you were able to deliver, too.
Itâs a good idea to use numbers here â the higher, the better. It's especially effective if you can show how quickly you got results and how much money your client saved or made as a result of working with you.
Our ClickUp case study that I mentioned earlier is a good example. The full title is
SurferSEO Helps ClickUp Publish 150+ Articles And Achieve Blog Traffic Growth of 85% in 12 Months.
Here are some other case studies that make effective use of numbers in their titles:
- Healthcare Administrative Partners Increases Online Patient Payments by 20% in Two Months
- Case Study: Taylor Kotwa, Sprinter, Increases FTP 7% in 4 months
- Case Study: Lakeview Farms Reduced Downtime by 36% in 6 Months
- CASELY case study: Improved first response time by 10x while experiencing 16,954% growth
This type of headline gives potential clients a sense that you will work with urgency to improve their bottom-line results.
2. Hook readers in your introduction
The introduction of your case study should set the stage for the comprehensive narrative that follows.
Give a brief description of the problem for context and quickly introduce the customer's story. Touch on the results you helped them achieve, but don't go overboard on details.
Overall, the introduction should give your reader just enough information to keep them engaged and ready to move into the heart of the case study.
It should also establish that they're in the right place and that you are the right person to be telling this story.
This case study about the cybersecurity program at Investors Bank includes a solid example of an effective introduction:
3. Highlight the challenge
This section should clearly outline the problem or challenge that your customer is facing.
Help your readers understand why a solution was necessary, and why that specific pain point was bothering the client.Â
And, since this is the entire motivation for the project in the first place, don't skimp on details.
For instance, one of Verkada's case studies explains why maintaining security cameras is a huge challenge for Crystal Mountain Resort in Washington state. They start off with a direct quote from the resort's IT director:
The elevation tops out at a little over 7,000 feet, so the weather conditions can get extreme. We needed durable cameras capable of handling everything from snowstorms to 100 MPH winds.
That makes it crystal clear what sort of problem Crystal Mountain was facing.
The case study then adds more detail with separate subsections about hardware durability, image quality, and cumbersome footage retrieval.
By the time they finish reading this section, your readers should have no doubt about what the problem is and why a solution is needed.
4. Solve their problem
The solution section is one of the most important parts of a case study.
This is your chance to describe how your product or service provided a solution to the problem or challenge your client was having.
It's where you can really start to make a connection with potential new clients by showing them that you understand the issue at hand.
First, provide some details about how you analyzed the situation. The Kroll case study on handling critical legal data mentioned earlier does a great job of this with bullet points describing their research process.
![case study analysis heading case study analysis heading](https://cdn.prod.website-files.com/62666115cfab453aacbd513c/649ef28f662a7f5c8fbe59bc_a06689a0-deda-4ccf-b1c6-24dceb0485d8.webp)
This type of analysis helps build confidence that you take a thorough approach to your engagements and are looking out for your clients best interests.
Now you can move on to describe the solution you and your client chose based on your investigation.
In their legal case study, Kroll determined that the best solution involved digitizing thousands of paper documents and using AI to analyze more than a million documents.
Kroll describes in detail how they used their RelativityOne system to achieve those goals:
![case study analysis heading case study analysis heading](https://cdn.prod.website-files.com/62666115cfab453aacbd513c/649ef291b9321ab09f04d6a4_9cc25677-e384-45e4-a681-bf5f54bf8f7b.webp)
This level of detail helps prospective customers better understand the root cause of their problems and positions you as the right company to solve them.
5. Showcase your results
The results section is all about proving that you can actually deliver on the promise of your proposed solution. Go heavy on the details here, too, and make sure your readers understand the results you achieved.
Wherever possible, use specific numbers and data points to show exactly how effective your solution was for your client.
A good example is this BetterBricks case study showing how they helped an aerospace company slash energy costs.
They distilled their bottom line results into a simple table:
![case study analysis heading case study analysis heading](https://cdn.prod.website-files.com/62666115cfab453aacbd513c/649ef28fb9321ab09f04d5de_2a14fa26-4660-43a2-b3a3-7f487448f50e.webp)
The text of the study then goes into more detail about what these numbers mean, but this quick graphic lets readers know right away the scope of the results achieved.
Here is a sampling of BetterBrickâs more detailed explanation of their results in this case:
![case study analysis heading case study analysis heading](https://cdn.prod.website-files.com/62666115cfab453aacbd513c/649ef28f85681da8051bb2f0_VFpfbNZKtkGRJrnCpa_V07HgdkcvklVBZCOvQEITLxizkPDWzE3G_qTECyE9mAHATz07Hk5XBgu5R7Q3sk8B_LFMGOgUPkLJUlm0dqkCG6np83KYsghRSJEOeziax0Lm0mrFZHzSR7Hp5D0MD8UJIH8.webp)
This is your place to really crow about the success you achieved with your client, so make it as obvious as possible just how impactful you were.
6. Use multimedia well
One way to make a lasting impression on potential clients is to include relevant visuals throughout your case study.
Graphs, screenshots, and product photos help break up the text and make your study more engaging overall.
But they can also add details to your story and make a memorable visual impact beyond what mere words can accomplish.
We got a taste of that with the table of results in the BetterBricks example above, but that's just the start.
Inrix is a good example of a company that loads up its case studies with insightful and engaging media to tell a better story.
For instance, in their breakdown of a collaboration with the Pennsylvania Department of Transportation (DOT), Inrix uses charts, tables, and graphs throughout.
One innovative example is this diagram about crash distances:
![case study analysis heading case study analysis heading](https://cdn.prod.website-files.com/62666115cfab453aacbd513c/649ef2906d41747edf952c1a_433b1d6f-0ec2-4994-a5e4-ada3564600ab.webp)
This really brings the idea to life in a way that words alone can't, and it's likely to stick with readers long after they've clicked off the case study.
Other types of media that companies use to good effect in their case studies include pictures of key client stakeholders, interactive charts, tables, and simple graphs.
You can see in this high-level overview that Inrix includes most of these in their Pennsylvania DOT case study:
![case study analysis heading case study analysis heading](https://cdn.prod.website-files.com/62666115cfab453aacbd513c/649ef29059ce06f3c3143c56_3AyL_eg86-rmOMu-do9_OmTGVhHXaFLJy4JH3qTiMKfr_Kj-mndgf2PwjsiKDB3AT9HeCPbVXNPyyMMP9u-DQw4TaN5vkBL_eTcEhoQ4QBM0NbXa4On3B0JEF9rIvUPpNlMuML3AXizqIAwQ55AsZA8.webp)
You can even use video to demonstrate your solution or to share a client testimonial.
If possible, include direct quotes from your client to add authenticity to the case study.
This will show potential customers that you and your existing client have a good relationship and that they value your work.
Itâs pretty compelling stuff to have a ringing endorsement like this one from an EnergyCAP case study , to show your readers:
![case study analysis heading case study analysis heading](https://cdn.prod.website-files.com/62666115cfab453aacbd513c/649ef290d3cfa0527a013cb6_49c7589f-671f-423d-b4ac-190053667617.webp)
You can place customer quotes throughout the case study to highlight important points, and you should definitely try to include at least one that shows overall customer satisfaction.
Chances are you have some of these quotes already in the form of testimonials or as part of the customer interview you conducted in preparing for your case study (more on that later).
You can use those quotes here if they fit the context of your case study.
That will save time and red tape for both you and your client since they'll be reviewing your final case study before it goes live anyway.
8. Conclusion
The conclusion should summarize the key points of the case study and reinforce the success of the solution. It could also include a call to action, encouraging readers to try your product or service or to get in touch for more information.
You might also include information about future plans with the client to reinforce the idea that your relationship is strong and ongoing.
That's the approach that Gravitate Design used in their case study about helping GoBeyond with their bounce rates and time on page:
![case study analysis heading case study analysis heading](https://cdn.prod.website-files.com/62666115cfab453aacbd513c/649ef29098aba5259e010b01_0a26d6c7-395e-4a32-8584-0feaaab64d66.webp)
Like the introduction, the conclusion section of a case study should be short and sweet, giving just enough detail to make the reader want to hear more from you.
Checklist for case studies
Beyond the story that you want to tell in your case study, you also need to pay attention to several other factors. Indeed, the layout and format of your study can have a big impact on how effective it is at keeping your readers engaged and delivering your message.
Here is a quick checklist for creating case studies.
Break up the text with headings and subheadings
Big blocks of text can be intimidating and make it tough for your audience to stay on track.
In contrast, a case study with clear headings and subheadings throughout breaks up the story and gives readers visual clues about what's coming.
This also makes the case study easier for readers to scan and helps you keep each section focused on a single idea.
Use bullet points for lists or key points
Along the same lines, bullet points let you present important information in small bits that are easy for readers to digest.
Some of the best uses of bullet points include:
- A series of facts or tips
- A list of product features or benefits
- A quick summary of results
- Steps in a how-to procedure
- A rundown of multiple statistics
For these bite-sized hunks of detail, bullets often make for a much cleaner and readable list than jamming all the information into a single paragraph.Â
Bullet point lists also make great quick references for readers to come back to later.
Highlight key points with bold or italic text
Bold and italic text draws the readerâs eyes to the words you highlight, which lets you really drive home key ideas in your case study.
You can use this technique to introduce new terms, place emphasis on a sentence, and showcase important parts of your approach or results.
Like bullet points, bold and italic text also give readers a visual anchor for reference as theyâre working through your document.
Make paragraphs short and to-the-point
Aim for 3-4 sentences per paragraph to keep the text readable and engaging. Each paragraph should focus on one main idea to support the subject of the section itâs in.
Using short paragraphs tells readers at a glance that there are break points throughout your case study and helps keep them engaged.
Keep consistent length across the case studyÂ
Throughout all parts of your case study, try to cover your main points in detail without overwhelming the reader.
Your potential clients are there to find a possible solution to their problems, not to read a novel.
Give them an inviting document structure and then lead them through each section with clear explanations and no fluff.
Adjust the length based on the complexity of the subjectÂ
The flip side of the tip above about keeping your case study tight and focused is that you need to make sure you cover your topic in detail.
Very complex topics will require more explanation and longer overall case studies than simpler subjects.
For example, a case study about paving a church parking lot might be pretty short.
But a story about implementing a comprehensive information security program for a state government will likely be much longer and more detailed.
Include a summary with some takeawaysÂ
At the end of your case study, summarize the key takeaways and results to reinforce the message youâre trying to get across.
Briefly recap the problem your client was facing, the solution you came up with, and the results you achieved. Think of this as an executive summary that gives business leaders the TL;DR version of your customerâs success story.
Content Snare includes an eye-catching summary in the case study detailing their efforts to grow their email list:
![case study analysis heading](https://cdn.prod.website-files.com/62666115cfab453aacbd513c/649ef2906d41747edf952c33_41c5deb4-79c8-4978-b7ea-f1f1c0eb11d1.webp)
The overall goal is to leave potential clients with a good last impression and invite them to contact you with questions.
Use visuals to break up text and illustrate points
As we saw in the "How to write a case study" section above, graphs, charts, or images can make your case study more engaging and help illustrate key ideas or results. They also add visual variety and help break up the monotony of text-heavy studies.
Use these types of visuals to help keep your readers interested and make your story more complete.
Below is a high-level view of a portion of Advanced HPCâs Philips case study , which does a great job of incorporating the points in this section. It pulls together all the visual elements to create a very appealing reader experience.
![case study analysis heading case study analysis heading](https://cdn.prod.website-files.com/62666115cfab453aacbd513c/649ef29089a97edbf52eb33d_8Ryt7qI4SfFVeFKPRsHLDlRiiYF1q_eBUmM0hPfm38WHRMkeQAGxMarAeiUFp9hzqAB_7k-joGbM6HDfDR843CKOL180c99E8w_0bc7ToLHJ9Ino8QIQWwLucDnZ3KMYWCZm5uoKnA_LN6sx9Ownp4A.webp)
4 tips to create an effective case study
Youâre going to need your customerâs input in order to craft the most effective case study possible. Itâs their story, after all, and theyâre the ones who know what it was like to work with you throughout the process.
They also hold key details that you probably donât know.
So, once you have their permission to write about the project, youâll need to talk to them about the specifics. But you also want to respect their time.
Here are 4 tips on how to conduct an interview for your case study.
Prepare questions in advance
Know what information you need and prepare questions to pull that information from your client.
Doing this in advance will help you formulate the questions and sequence them properly to avoid bias and wasting time.
Have a few follow-up or emergency questions ready, too, in case you run into a dead end.Â
Record the interview
With your clientâs permission, record the interview to ensure accuracy and so you can come back to listen to important points again.
This helps you avoid bothering your clients with follow-up questions and also gives you more freedom to let the interview evolve in a natural conversational manner.Â
Make the interviewee comfortable
Explain the interview process to your client, why you're asking them to talk, and how the information will be used. Remember that you are the one who âneedsâ the case study, not them.Â
So you go the extra mile to ensure that your guest is as comfortable as possible.
That also means being flexible with the format of your interview.
If your client doesnât have time for calls, offer to trade voice notes. Or give them a shared Google document for trading questions and answers.
And if you do end up conducting a live interview, agree to meet at a time thatâs best for them.
No matter how you end up conducting your interview, make it clear that your client will be able to review the final version before you make it live.
Give them veto power over any of the information you put together.
Ask open-ended questions
Even though youâll start out with a series of questions you need answered, donât limit yourself to those. Instead, encourage your interviewee to share their story in their own words.Â
Leave some room to ask open-ended questions and let the conversation evolve naturally.
Here are a few examples of the types of questions for discussion:
- What would you do differently if you were starting this project again?
- What do you think about XYZ emerging technology in relation to your industry's challenges?
- What sorts of other projects do you think Acme's solution might help with?
- How do your company's day-to-day operations and needs from how the relevant theories describe the industry?
Especially if youâre recording the interview, as suggested above, you can go back later and put things in a logical order.
Once you have all of the raw material, then you can curate the information and edit it to come up with your final product.
6 case study examples to follow
Now that you know what makes a great case study and how to write one, let's finish up with a few more top-notch business case study examples.
Each of the case studies below hits many of the points in this article, but they all take a different approach. Use them for inspiration or when you need a little refresher on how to write a case study.
This case study provides a detailed account of how Monograph, a B2B SaaS company, improved its marketing projects and reporting using Databox.
It's a pretty straightforward example of the best practices we've discussed in this article, with an introduction followed by background information on the company (Monograph) and the challenges they faced with manual tracking of each data point.
It describes the solution that Databox helped put in place and then shows clear evidence of the results their customer achieved:
![case study analysis heading case study analysis heading](https://cdn.prod.website-files.com/62666115cfab453aacbd513c/649ef29189a97edbf52eb5cc_b8ea2ace-c6f0-423d-8160-2af74e477bd4.webp)
Case studies don't come much more textbook than this one, which makes it a great example to follow.
Growth Design on Airbnb
Growth Design takes a totally unique approach to case studies, each one is an online comic book!
Read through their case study about Airbnb , though, and you'll see that it meets all the criteria for a complete case study even if the setup is a little different than most.
Here is a look at the landing page for this beauty of a study.
![case study analysis heading case study analysis heading](https://cdn.prod.website-files.com/62666115cfab453aacbd513c/649ef2903a44da21dd892868_fdb4a7ba-36e8-4960-9c0c-06f6a53a66bf.webp)
The author starts out with a problem: the need to book a place to stay in a foreign country in a hurry. So he heads to Airbnb but ends up overwhelmed by choices and bounces to Google Maps to make his reservation.
He concludes that Airbnb was not the full solution for him in this case and suggests several places they could make improvements.
It's a pretty neat dive into a well-known user experience, and it's also a great lesson in how to use visuals to keep your readers engaged in your case study.
This case study about how Grubhub used Webflow to build a viral marketing campaign hits you with stunning results right off the bat.
![case study analysis heading case study analysis heading](https://cdn.prod.website-files.com/62666115cfab453aacbd513c/649ef2916d41747edf952c47_bb29c4a2-94a4-4c52-a8a7-280f6d6a746b.webp)
From there, the study tells the full story of how they achieved these results. Even though the author doesn't explicitly break out the problem, solution, and results sections, she still takes the reader through that journey.
It's a concise but complete story broken up by a few choice graphics.
This case study dives into how Employment Hero uses Slack to keep their remote employees engaged and productive as the company grows.
It details how Employee Hero continuously reevaluates its app usage to identify possible solutions to issues that arise and how Slack consistently helps meet the challenges.
![case study analysis heading case study analysis heading](https://cdn.prod.website-files.com/62666115cfab453aacbd513c/649ef29103978b078f141277_a9adb594-22d9-4240-a509-83c71725fb17.webp)
This case study is a great example of picking a use case that is relevant to most of Slack's user base -- improving communication and productivity among remote employees.
Slack also makes effective use of quotes from the decision makers at Employment Hero.
We already talked about our ClickUp case study a little earlier in this article, but it's worth a deeper look as an example to help guide your writing.
As you would expect, this case study hits main points we've covered here: problem statement, solution, and results.
But there are a couple of "extras" that make this one stand out.
For starters, it doesn't just present a single solution. It presents three , each one addressing a different aspect of ClickUp's objectives and each one showcasing a different Surfer feature set.Â
For example, solution #1 describes how ClickUp improved their on-page SEO with the help of Surferâs Content Editor .Â
This case study also provides a high-level view of ClickUpâs project management processes and describes how they incorporated Surfer into their content workflows.
Itâs a really instructive example of how you can use a case study to help prospective clients envision how your product might fit their situation.
Zoomâs library
This one isn't a single case study at all but a library full of case studies designed to help potential clients understand how Zoom can benefit them.
![case study analysis heading case study analysis heading](https://cdn.prod.website-files.com/62666115cfab453aacbd513c/649ef4cbbf30abff035c1962_Zoom-case-studies.webp)
Here you'll find stories about how very recognizable organizations like Capital One, Vox Media, and the University of Miami are using Zoom to boost connectivity and productivity among remote workers.
There are plenty of good examples here that you can consult when you get stuck writing your own case study.
And the entire library is a great example of using case studies to demonstrate expertise with the help of social proof:
The Zoom case study library also makes liberal use of video, which might give you some good ideas about how you can, too.
Key takeaways
- Case studies are one of the best ways to generate leads and convert readers into customers.
- By showcasing the success you've had helping previous customers, case studies position you as an expert in your field.
- Good case studies can be the final push businesses need in their decision making process to buy your products or services.
- Pick a use case for your study that has broad appeal in your industry and that showcases your products and services in the best light possible.
- Effective case studies follow a predictable format: introduction, problem statement, solution, results, and conclusion.
- Make your case studies as readable as possible by including visual elements like graphs and images, and by breaking up the text into smaller sections, subsections, and concise paragraphs.
- Be as thorough and accurate as possible by conducting client interviews to gather background information for your case studies.
- Follow top-notch case studies for inspiration and ideas about how to make your own case studies as good as possible.
A well-written case study shines a light on your products and services like nothing else and helps position you as an expert in your field.
By showing that you understand their problems and have helped others overcome similar issues, you can prove to prospective clients that you are well-suited to help them, too.
Use the step-by-step instructions in this article to craft a case study that helps you and your company stand out from the competition.
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Main Tips On How To Write Case Study Analysis
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Table of contents
- 1 What is a Case Study Analysis?
- 2 Difference Between Research Paper and Case Study
- 3 Types of Case Studies
- 4 Writing a Case Study Draft
- 5 How to Write a Case Study Outline
- 6 How to Write a Case Study
- 7 How to Analyze a Case Study
- 8.1 Tips for a Successful Case Analysis
- 9 How to Format a Case Study
- 10 How to Create a Title Page and Cite a Case Study
Many students struggle with how to do a case study analysis. Writing such an assignment is always daunting, as it requires you to analyze something and form conclusions based on your research.
It usually focuses on phenomena you can’t study in a typical way. Therefore, when writing such a text, you have to prepare thoughtfully. In the PapersOwl article, you will find out what this academic writing is and how to write a case analysis.
What is a Case Study Analysis?
A case study analysis is a form of writing that analyzes a specific situation, event, object, person, or even place. The said analysis should be written and structured to lead to a conclusion. Typically, you cannot analyze the subject of this essay via quantitative methods.
Note that such studies can be used in various fields and require the use of many theories that can give you a unique approach to the matter. For example, you can write a paper like this about social sciences, business, medicine, and many other fields. Each of these will require a particular approach.
Difference Between Research Paper and Case Study
Both research papers and case studies share common features, yet they also differ in several key aspects. Hence, knowing these parallels and distinctions, you will be able to learn how to write a case study assignment correctly.
A case study introduction can present the topic but does not require a citation of other similar works or the writer’s opinion. In contrast, a research paper requires citations right from the introduction, as it builds on the research of others.
Furthermore, authors of case studies should share their insights and perspectives on the case they study. A major difference is that research papers concentrate on a specific issue and use solid evidence. In contrast, case studies examine a subject in depth, offer detailed information, and help develop critical thinking skills.
Types of Case Studies
When it comes to writing case study analysis, there are five types you must learn to differentiate. That is important because whether you get such an assignment, you will have to understand the task first and then start with the writing.
Here are the types of case studies which you will encounter most often:
- Problem-oriented – this type focuses on real-life situations or theoretical issues and aims to solve them. For example, “World Hunger.”
- The second type is critical , also known as innate . The goal is to investigate a specific case, particularly its effects and what causes them – “Why Toys Remain Gender Stereotyped.”
Historical case studies focus on events from our past. The text should contain information about a specific historical period of this type. Your goal will be to provide different perspectives of an event and parallel them to current-day issues. An example of such a topic is “Racism During Ancient Times – Roman Empire.”
- The illustrative or Instrumental type focuses on describing a particular event. Here you have to explain the event’s outcome and what you have learned from it. A sample of such a topic is “The Effects of Dance Therapy in Depressed Adolescents.”
- Collective case studies are the fifth type. They include a collection of data about a specific case you will use to compare. E.g., “The Management Leadership at Work.”
- Exploratory Case Studies . This type often applies in new fields of study or in cases where little data exists. An example of this type is “Initial Insights into Behavioral Trends in Cryptocurrency Trading.”
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Writing a Case Study Draft
Creating a rough draft is the foremost step to take while writing such a paper. It is an essential step you must take, no matter how experienced you are. By doing it, you will be able to get more creative. In addition, you can explore options and decide on what to focus on more precisely, which will eventually result in a higher grade for your work.
So, sit down in a quiet place, bring an old-fashioned pen and paper, and start drafting ideas. Read them briefly while sipping on your tea and edit. After you have decided where your focus will lay, you have to develop these ideas and thoughts a bit more, then pick the best one.
How to Write a Case Study Outline
Creating a case study outline is an essential step in the writing process using the case study research method. Here’s how you can structure this preparation effectively:
- Conduct Research: Begin by using academic search engines like Google Scholar, or refer to books and published materials to gather relevant data. This research will help clarify the structure of your case study and determine the main points that need addressing.
- Formulate Your Thesis Statement: Develop a clear thesis statement that will guide the narrative of your case study. This statement should be based on the specific topic you have chosen.
- Outline Preparation
- Review Case Details: Thoroughly review the case you are analyzing to ensure a deep understanding of the subject.
- Note-taking and Question Formulation: Write down important notes and questions that arise during your review. Highlight relevant facts and critical data points that will support your analysis.
- Identify Problems and Causes: Identify the main problems and consider what their causes might be. This includes figuring out who is responsible and how these problems impact the company.
- Preliminary Research: Perform initial research to discover if similar problems have occurred previously and how they were resolved. This can offer insights into possible solutions and strategies for your case study.
The outline for your case study paper is essential to your writing process. It lets your professor assess your understanding of the topic, the correctness of your format, and the structure of your paper. They can spot any potential problems with your work. Having an outline serves as a guide for both you and your professor, making it easier to plan and write your paper . With the help of a well-crafted outline, your professor can navigate your paper more easily and spot any issues before they arise. Writing a case study can be challenging, but having a strong outline makes the process simpler.
A case study outline will most likely consist of the following sections and information:
- Case study title;
- Student’s name;
- Educational instructor’s name;
- Course name.
Introduction/Summary
- It briefly overviews your case study, thesis statement, and essential findings.
Main Body Paragraphs – usually three to five
- Literature Review/Background Information;
- Method/Findings;
- Discussion/Solutions/Recommendations.
- Repeat a paraphrased version of your thesis;
- Summarize your case study key points;
- Finish with a statement that can recommend the audience to read further by giving them thoughts to contemplate and develop new ideas.
Reference List or Bibliography
- List all the sources of evidence used to create your case study in your educational organization’s required citation style (APA, MLA, Chicago, Harvard, Turabian, etc.).
How to Write a Case Study
The way to write a case study is by strictly following the main idea of your thesis. You already know that a study’s main body consists of an introduction, literature review, method, discussion, and conclusion sections. Thus, all that is left is to focus on these parts and understand how to make them perfect.
- The Introduction/Summary: The introduction of a case study should start with a solid first sentence that will hook the reader. Afterward, you must explain the question you will be answering and why you are doing it. You should include some of the topic’s relevant history and details here. Also, you should explain how your case study will enrich the available information. Also, briefly summarize your literature review, which your findings will use as a base. Try to finish positively and make the reader see the benefits of reading your work.
![case study analysis heading How to introduce a case study in an essay examples](https://papersowl.com/wp-content/uploads/2023/08/how-to-write-a-case-study-analysis_1664562952.jpg)
- Background Information/Literature Review: Structure and present the data from your academic sources . This section will show the reader how vital your work is and the basis for it.
- Method/Findings: This part aims to explain the case you selected, how it connects to the issue, and why you chose them. You can also add what methods you use. Here you must note that the data collection methods are qualitative, not quantitative, for case studies. That means the data is not random but well-structured and chronically taken from interviews, focus groups, and other sources.
- Discussion/Solutions: Restate your thesis but rephrase it, then draw your conclusions from what you have discovered via your research and link to your statement. Inform the audience of your main findings and define why the results are relevant to the field. Think about the following questions:
Were the results unexpected? Why/Why not?
How do your findings compare to previous similar case studies in your literature review?
Do your findings correlate to previous results, or do they contradict them?
Are your findings helpful in deepening the current understanding of the topic?
Next, explore possible alternative explanations or interpretations of your findings. Be subjective and explain your paper’s limitations. End with some suggestions for further exploration based on the limits of your work.
- Conclusion: Inform the reader precisely why your case study and findings are relevant, and restate your thesis and main results. Give a summary of previous studies you reviewed and how you contributed to expanding current knowledge. The final should explain how your work can be helpful and implemented in future research.
Your instructor should have an excellent example they can show you, so feel free to ask. They will surely want to help you learn how to write a case study!
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How to Analyze a Case Study
Analyzing a case study involves a structured approach that simulates real-life scenarios and is key to developing actionable insights. Here is a step-by-step guide adapted from Ellet, W. (2007) to help you effectively analyze a case study:
- Identify the Type of Case Study
Begin by determining the type of case study you are examining. This could be:
- Problems: Where something significant has occurred, and the cause is unknown.
- Decisions : Where a clear decision needs making, requiring options, criteria, and relevant evidence.
- Evaluations : Where you assess the effectiveness of a performance or outcome.
- Rules : These involve using quantitative methods to analyze a business area.
- Develop a Hypothesis
From the perspective of the protagonist, formulate a hypothesis to address the dilemma. Consider what you need to know about the situation:
- For problems: Understand the aspects, significance, and responsible parties.
- For decisions: Identify the options available, the stakes involved, and the decision-making criteria.
- For evaluations: Determine who or what is evaluated, the stakes, and the key evaluation criteria.
- Evidence and Alternatives
Evaluate your hypothesis by considering:
- The evidence supporting your hypothesis and any additional evidence needed.
- The weaknesses of your hypothesis and possible alternatives.
Writing a Case Analysis
Writing a case analysis involves a structured approach that enables you to communicate your understanding and analytical skills effectively. Here’s how you can craft your analysis to be insightful and comprehensive:
- Start with a Clear Definition or Position Statement
Begin your case analysis by stating your main conclusion, which serves as the answer to “What?” This initial statement should clearly outline what you have concluded from your analysis of the case.
- Build a Strong Argument with Evidence
Support your position statement with solid evidence, which answers “Why?” This evidence can be quantitative (numerical data) or qualitative (observations and interviews). The purpose here is to provide a foundation for your conclusions, showing how you arrived at them through logical reasoning.
- Outline a Chronological Action Plan
Detail the steps necessary to solve the problem, implement a decision, or enhance performance. This section answers “How?” and should include specific, realistic steps that address any major risks associated with your plan.
![case study analysis heading Organizing Your Analysis Depending on the Essay Type](https://papersowl.com/wp-content/uploads/2022/04/n3-2-2preview-min.jpg)
Tips for a Successful Case Analysis
- Aim to deliver concise and clear results of your analytical process rather than a simple summary or a complete transcript of your thoughts.
- Ensure your reader understands and is persuaded by your analysis by linking your conclusions directly to credible evidence.
- Discuss the advantages and also acknowledge any disadvantages of your conclusions to provide a balanced view.
How to Format a Case Study
Knowing how a case study analysis format should look is crucial. Therefore, you must know what the text structure should look like. The standard one contains about eight sections:
- Introduction/The Executive Summary: As the first part here, you have to hook the reader’s attention, so the introduction of the case study is the most important part of the writing. Then present them with a brief overview of your case study analyses and their findings. Make sure to form a good thesis statement , as this is the pivotal point of your work.
- Literary Review/Background information: Similarly to other papers, in this part, you have to write your most important facts or findings while identifying the case issue.
- Method/Findings/Discussion: This section can be written separately based on how your text flows. Here you will have to explore more about the case and its findings. Allow yourself to go into more detail instead of just briefly covering them.
- Solutions/Recommendations/Implementation Part: You have to discuss the answers you came up with. Basically, you say why they are fit to solve the case and how you think they can be used in practice. Note that you must write only realistic and practical solutions for the problem. It’s possible to write testable evidence that can support your recommendations.
- Conclusion: Here, you are supposed to cover your whole paper briefly and even repeat the thesis (rephrased). Make sure to highlight the critical points of your case study.
- References or Bibliography: This section must include the sources from which you collected data or whom you consulted. Usually, this part is on a separate page, and the listing should be according to your academic institution’s requirements.
- Appendices (include only if applicable): It is usual for some parts of your materials to be too lengthy or unfit for the other sections of the case study. Therefore, you have to include them here. That can be pictures, raw data of statistics, graphs, notes, etc. The appendix section is strictly for subsidiary materials, do not put the most relevant ones here.
- Author Note: Remember that all educational institutions have their requirement for a case study format. The abovementioned is an example; thus, you may see a section or another is missing, or there are additional ones.
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How to Create a Title Page and Cite a Case Study
A case study in APA format for students can differ from one institution to another. So, knowing your college or school requirements is crucial before you start writing. Nonetheless, the general one should look like this:
- Title – A header no longer than nine words has “Case Study” and reflects the content and the idea behind it yet is engaging to read;
- Write your full name;
- The name of your course/class;
- Next is your professor or instructor name;
- The university/school name;
- The date of submission.
When citing in your paper, you must ensure it is done accurately and in your academic style. If you are unsure how to do it, research the requirements and google “How to do a case study analysis in Harvard”, for example. Note that short citations can be in your text, but longer ones should be in the bibliography section.
Hruby, A. (2018). Hruby, A., & Hu, F. B. (2015). The epidemiology of obesity: a big picture. Pharmacoeconomics, 33(7), 673-689. www.sciepub.com. http://www.sciepub.com/reference/254744
Case studies strive to analyze an event, location, case, or person. They can be similar to research papers, so you must pay close attention to the structure and what your professor has requested from you.
Finally, the process of writing can be overwhelming due to the many sections. However, if you take the process step by step and do your preparations properly, you will have an easy time writing the paper. You can also look for assistance online – many services offer to order case study online help . With the right kind of assistance, you can be sure that your paper is of high quality and is due on time!
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How to Write a Case Study Analysis
Step-By-Step Instructions
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When writing a business case study analysis , you must first have a good understanding of the case study . Before you begin the steps below, read the business case carefully, taking notes all the while. It may be necessary to read the case several times to get all of the details and fully grasp the issues facing the group, company, or industry.
As you are reading, do your best to identify key issues, key players, and the most pertinent facts. After you are comfortable with the information, use the following step-by-step instructions (geared toward a single-company analysis) to write your report. To write about an industry, just adapt the steps listed here to discuss the segment as a whole.
Step 1: Investigate the Companyâs History and Growth
A companyâs past can greatly affect the present and future state of the organization. To begin, investigate the companyâs founding, critical incidents, structure, and growth. Create a timeline of events, issues, and achievements. This timeline will come in handy for the next step.Â
Step 2: Identify Strengths and Weaknesses
Using the information you gathered in step one, continue by examining and making a list of the value creation functions of the company. For example, the company may be weak in product development but strong in marketing. Make a list of problems that have occurred and note the effects they have had on the company. You should also list areas where the company has excelled. Note the effects of these incidents as well.
You're essentially conducting a partial SWOT analysis to get a better understanding of the company's strengths and weaknesses. A SWOT analysis involves documenting things like internal strengths (S) and weaknesses (W) and external opportunities (O) and threats (T).Â
Step 3: Examine the External Environment
The third step involves identifying opportunities and threats within the companyâs external environment. This is where the second part of the SWOT analysis (the O and the T) comes into play. Special items to note include competition within the industry, bargaining powers, and the threat of substitute products. Some examples of opportunities include expansion into new markets or new technology. Some examples of threats include increasing competition and higher interest rates.
Step 4: Analyze Your Findings
Using the information in steps 2 and 3, create an evaluation for this portion of your case study analysis. Compare the strengths and weaknesses within the company to the external threats and opportunities. Determine if the company is in a strong competitive position, and decide if it can continue at its current pace successfully.
Step 5: Identify Corporate-Level Strategy
To identify a companyâs corporate-level strategy, identify and evaluate the companyâs mission , goals, and actions toward those goals. Analyze the companyâs line of business and its subsidiaries and acquisitions. You also want to debate the pros and cons of the company strategy to determine whether or not a change might benefit the company in the short or long term.â
Step 6: Identify Business-Level Strategy
Thus far, your case study analysis has identified the companyâs corporate-level strategy. To perform a complete analysis, you will need to identify the companyâs business-level strategy. (Note: If it is a single business, without multiple companies under one umbrella, and not an industry-wide review, the corporate strategy and the business-level strategy are the same.) For this part, you should identify and analyze each companyâs competitive strategy, marketing strategy, costs, and general focus.
Step 7: Analyze Implementations
This portion requires that you identify and analyze the structure and control systems that the company is using to implement its business strategies. Evaluate organizational change, levels of hierarchy, employee rewards, conflicts, and other issues that are important to the company you are analyzing.
Step 8: Make Recommendations
The final part of your case study analysis should include your recommendations for the company. Every recommendation you make should be based on and supported by the context of your analysis. Never share hunches or make a baseless recommendation.
You also want to make sure that your suggested solutions are actually realistic. If the solutions cannot be implemented due to some sort of restraint, they are not realistic enough to make the final cut.
Finally, consider some of the alternative solutions that you considered and rejected. Write down the reasons why these solutions were rejected.Â
Step 9: Review
Look over your analysis when you have finished writing. Critique your work to make sure every step has been covered. Look for grammatical errors , poor sentence structure, or other things that can be improved. It should be clear, accurate, and professional.
Business Case Study Analysis Tips
Keep these strategic tips in mind:
- Know the case study âbackward and forward before you begin your case study analysis.
- Give yourself enough time to write the case study analysis. You don't want to rush through it.
- Be honest in your evaluations. Don't let personal issues and opinions cloud your judgment.
- Be analytical, not descriptive.
- Proofread your work, and even let a test reader give it a once-over for dropped words or typos that you no longer can see.
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Guidelines for Writing a Case Study Analysis
A case study analysis requires an investigation to a problem. Then, examine the alternative solutions. Next, propose the most effective solution using supporting evidence.
Preparing the Case
Before you begin writing, follow these guidelines to help you prepare and understand the case study:
- Read and examine the case thoroughly Take notes, highlight relevant facts, and underline key problems.
- Focus your analysis Identify key issues. Who or what are responsible?
- Detect solutions Review: course readings, discussions, outside research, and your experience.
- Select solution[s] Consider all supporting evidence, pros, and cons: is this solution genuine?
Drafting the Case
A draft of your analysis should include these sections:
- Introduction Identify the key problems and issues in the case study. ââŹÂ˘ Formulate and include a thesis statement, summarizing the outcome of your analysis in 1ââŹâ2 sentences.
- Background Set the scene: background information, relevant facts, and the most important issues. Demonstrate that you have researched the problems in this case study.
- Choices Explain why alternatives were rejected or not possible at this time.
- Solution[s] Provide one specific and realistic solution. Explain why this solution was chosen. Support this solution with solid evidence.
- Recommendations Determine and discuss specific strategies for accomplishing the proposed solution. What should be done and who should do it?
Finalizing the Case
Read through your work to check for any gaps or inconsistencies in content. I suggest reading it out loud. It can bring the inconsistencies or gaps to light much faster than reading it in silence to yourself.
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Writing the Case Study
How should i approach it.
Investigating and writing up a report will require the completion of specific stages. You will need to timetable sufficient time to complete each stage, but also be aware that some stages are revisited while you are analysing the case and writing the report. Thinking and writing becomes a cyclical process.
Stages essential for analysing and writing a case study report may include:
1. Define the task
Your first step is to read the case and all the instructions for the assignment.
Use the checklist as a guide. You can print out this checklist to record your definition of the task. You may find it helpful to compare and discuss your understanding of the task with other students or colleagues. Try to visualise all the elements of the problem by using mind-maps to chart the main issues on a large piece of paper.
Checklist for defining the task
1. What is the context/background of the case study? (eg. the type of industry, location, who requested the report) | |
2. What appears to be the problem? (Read the case and summarise in your own words what you initially understand to be the situation/problem/risks etcâŚ) | |
3.What questions or instructions have been given to guide your analysis of the problem? | |
4.What tools will you use for your analysis? (mind-map, SWOT, PEST, matrix, template, computer program etcâŚ) | |
5.What else do you already know about this situation or this type of problem? | |
6.What else do you need to know? | |
7.How will the report be presented? (Due date, length, essential sections, conventions, presentation) |
2. Consider which theories and analysis tools may apply to the situation
Your course notes, text books and readings should indicate the appropriate methodology for your case study analysis
Identify the problems
In your initial analysis you should identify the problems (issues/risks etc.) inherent in the case. Read to uncover the organisation's history of success and failure in relation to the case, the communication processes that are occurring, and relevant current strengths and weaknesses of the organisation or its activities that relate to the case.
A useful technique here is to create a mind-map of the situation, the processes and problems or issues. Use the mind-map to separate the problem elements and to note the most important and their relationships.
In your notes, document the causes and consequences of the problems highlighted in the case and also your preliminary ideas for solutions. Be prepared to discover more problems and solutions as you continue your analysis of the case!
Apply analysis tools
There are many tools available for analysis in the management and engineering fields but you need to evaluate which tools would best apply to your assessment of the issues/problems / risks etc. If you are unsure about which tool to use, read the rationale and purpose of each tool and discuss the options with your colleagues and course facilitator.
Document your results and ideas
It is important to create a complete set of notes that will be useful to refer to when writing up the case study report. For this reason record your findings and your own thoughts on the case. Also clearly document any testing, calculations or specifications that relate to your investigation of solutions as well.
3. Make recommendations and form conclusions
Make recommendations.
Recommendations are a clear statement (in text and/or table format) of what action should be taken to minimise, solve or remove the problems being investigated. Recommendations usually require a detailed action plan for implementation of a solution or a range of solutions depending on future events/scenarios.
According to Jarvis (2002), "for each part of your solution ask:
- Will it work - why - what could possibly go wrong?
- Who will do it, are they capable, who else might be, who might be block?
- When- timing-sequence?
- How and how much âcost it out- where are the pay offs/savings?"
Form conclusions
Conclusions are drawn from your analysis and assessment of the situation. You usually consider must and desirable objectives. Also consider the limitations of your recommendations based on your testing of solutions and original assumptions that had to be made in the case.
4. Write the report
This section provides some advice on the process of writing up your report.
Plan the report
Before you begin to write the report, it is essential to have a plan of its structure. You can begin to plan the report while you are investigating the case.
Fist, prepare an outline (in list or mind-map format) of the main headings and subheadings you will have in the report. Then add notes and ideas to the outline which remind you of what you want to achieve in each section and subsection. Use the outline to help you consider what information to include, where it should go and in what sequence. Be prepared to change your outline as your ideas develop. Finally, the outline headings and subheadings can be converted into the contents page of your report.
Schedule your writing time
Prepare a schedule for writing and editing the sections of the report. Allow some extra time just in case you find some sections difficult to write. Begin by writing the sections you feel most confident about. Preliminary sections (executive summary, introduction) and supplementary sections (conclusions, reference list and appendices) are usually prepared last. Some writers like to begin with their conclusions (where the writer's thoughts are at that moment) or the methodology (it's easier to write about your own work).
Analyse your audience
In writing a case study report in your course, the report is often intended for an imaginary person so you need to make sure that your language and style suites that person. For example, a report for senior management will be different in content and style and language to a technical report. A report to a community group would also be different again in content, style and language. Audience definition helps you decide what to include in the report based on what readers need to know to perform their jobs better or what the readers need to know to increase their knowledge about your subject. These notes on audience analysis are adapted from Huckin and Olsen (p1991)
*After: Huckin & Olsen ,1991.1.
- Who will read the report? Think about all the uses of the report and where and when it would be read. Reports written within an organisation may be read by different people and different departments; for example, technical and design specialists, supervisors, senior managers, lawyers, marketing and finance specialists.
- What are the readers' needs and goals? Each department or unit in an organisation has its own needs and goals. Understanding the different perspectives can help you decide how to communicate persuasively to these groups. For example while design engineers may prefer to develop new or alternative design to show progress in their field, the marketing specialist may prefer that the organisation imitate a known successful design to save time.
- How do I make communication clear for managers? Communication must be accessible and useful to busy managers as they will primarily seek important generalisations. This has implications for the report's structure, the amount of orientation or background information provided and the level of technical language used. An executive summary, introductions to new sections and concluding summaries for major sections should be included in the report.
- What might be the readers' preferences or objections to the report? You may need to address the significance and benefits/limitations of your recommendations from a number of readers' perspectives in the report. You may also need to consider compromises as a way to acknowledge potential conflicts or criticisms of your recommendations or solutions.
Prepare a draft report
Writers rarely produce a perfect piece of text in their first attempt so a number of drafts are usually produced. Careful planning and editing will ensure a consistent professional standard in the report. You will need to do the following:
- Revise the task often
Do this by keeping both the reader's needs and the report's objectives in mind as you gather information, take notes and write sections of the report.
- Be selective
Do this by taking clear notes, which include the information gathered and your thoughts about the usefulness and the implications of this information. Review your notes to decide what is essential information to include in the report.
- Create a logical structure
Use your contents page outline to decide where information will go. Within each section, plan the subheadings and then decide on the sequence of information within these.
Check that your writing flows and that your ideas are supported and plausible. If you are not sure what to look for, here are links to advice and activities on report organisation, cohesion and evidence.
Ensure that all your figures and tables communicate a clear message. Show a colleague your visuals to check how they will be interpreted or 'read'.
- Edit, edit, edit
For first drafts, a word processor's spell checker and grammar checker can be useful however, do not rely solely on these tools in your final edit as they are not perfect. Errors will be overlooked or even created by these programs! The best ways to edit are to read a printed copy and where possible get a colleague to read and give feedback.
Here is a report checklist that you can print out: CHECKLIST
5. Prepare the reference list
The reference list is a list of all the sources you refer to in the report. If you do not reference sources of information, your assignment could be failed. As you read and take notes remember to collect the following information so that you can easily and quickly assemble your reference list.
If an edited book, then also collect the titles and authors of individual chapters that you take notes from.
| Collect similar information for books and journals. Also collect: |
|
Further advice on the conventions for formatting reference lists and 'in text' references can be found in the Academic Skills toolkit .
6. Prepare cover/title page
Check your course requirements on the content and layout of the title page. As a general rule include the following:
- Institution the authors are affiliated with: eg UNSW School of Safety Science
- Title of the report
Eg "BHP Billiton Risk Assessment: Strategic Political Risks to BHP's Operations In Angola".
- Author/s names (+ student numbers)
- Course name and code
- Date document was submitted
7. Final edit
At this stage it is best if you can leave the report for a day or so before conducting a final proof-read. This assists you to approach your report as a 'reader' rather than as the 'writer' so you will more easily see errors. You should expect to spend a couple of hours on this task.
- Reread the assignment guidelines so the task is fresh in your mind. Read the whole report to check that there is a logical structure to the whole report.
- Check each section of the report (including your executive summary, introduction and conclusion) for content and structure. Note changes to make in the sequence of sections.
- Note (highlight) changes you wish to make within sections (delete, simplify, expand, reorganise). In particular look closely at transition sections, figures and tables, sentences, referencing conventions and document formatting.
- Read through the report and make changes as required.
Here are some editing activities for you to try!
How is a case study organised?
Engineering & science
- Report writing
- Technical writing
- Writing lab reports
- Honours thesis writing
- Editing Activities
- Report Writing Checklist
- How a case study is organised
- What is the marker looking for?
- How can I improve my writing?
- ^ More support
Study Hacks Workshops | All the hacks you need! 28 May â 25 Jul 2024
The Ultimate Guide on Writing an A+ Case Study Analysis + 15 Examples
![case study analysis heading The Ultimate Guide on Writing an A+ Case Study Analysis + 15 Examples](https://studycorgi.com/wp-content/uploads/2021/09/woman-working-office-792x528.jpg)
Struggle with writing a case study analysis? You are in the right place! Below, we will show you nuts and bolts of this type of paper, how to write it, and share 15 distinct essay examples. Plus, you will find the case study checklist to keep your writing on track.
What is a Case Study Analysis?
Case study analysis topics.
- Important Aspects
You might ask, what is a case study analysis ? With this type of work, you take an actual situation from a specific discipline, such as business or education. The goal is to find a solution, analyze the outcomes of the situation, or evaluate it.
![case study analysis heading Case Study Definition.](https://studycorgi.com/wp-content/uploads/2021/09/case-study-definition.jpg)
Case study analysis does not target one specific theory or piece of knowledge. It requires a universal application of several theories and methods for research and review. Hence, it can be helpful for many disciplines at once. If you need to look at some examples, head over to our essay database .
There are several steps you need to take for a successful analysis depending on the type of your case study. Here are the most critical universal points:
- Analyze the problem from different perspectives. Use the theories and methods you have learned about in the classroom.
- Devise a series of solutions or outcomes. You need to analyze their advantages and weaknesses.
- Provide the best solution according to your analysis. You must present solid arguments for why you have suggested it.
- Demonstrate well-grounded research in your case study analysis You should not make claims without proof.
- Provide credible references for any theory that you mention in your analysis. You do not want your work to be discarded because of plagiarism.
If you want to start the business in the future, case study analysis is essential for your education. It can give you a taste of what your career is might include.
Are you panicking because you have never written anything like this before? Donât worry! After going through the guidelines in this article, you will get a better sense of what is required from you. It will not seem as scary anymore. đ
- Business ethics: the case study
- Comparing Johnson and Johnson and Pfizer vaccines
- Theories of criminal law
- Recklessness as a symptom of antisocial personality disorder
- Differences between nursing care & residential care
- Strengths and weaknesses of Microsoft Corporation
- Farming the Cerrado : advantages and disadvantages of soybean farming in Brazil
- McKinsey opioid scandal: the case study
- General Electric vs. General Motors
- How much longer will Lake Mead last?
- Organizational issues of the City Centre Hospital
- How to use fact patterns to your advantage
- Prevention and control of sexually transmitted infections
- The role of gender in the workplace
- Blue ocean market: Uber case study
- Five stages of a childâs development
- The importance of health history in treating severe pain
- How does Equifax protect personal data?
- Adidas and healthy lifestyle promotion
- Long-term value for the organization as a result of high-quality customer service
- The missions of community-based clinics
- Operations management: Apple case study
- Emergency management of Fournier’s gangrene
- The outcome of the Hamdi v. Rumsfeld case
- What are the seven principles of ethics in research?
- Tea Leaves and More : issues and solutions
- The effect of transformational leadership on employee productivity
- Inventory management as a solution for understocking and overstocking
- Strength and conditioning training: the case study
- History of Nike corporation
- Positive and negative symptoms of schizophrenia
- Anxiety-related habits during post-traumatic stress disorder
- The issue of Starbucks employees wearing union pins
- How does Delta Airlines increase its competitive advantage?
- Why was Anne Hutchinson a threat to authorities?
15 Case Study Analysis Examples
We have prepared 15 examples of case study analysis, so you can get an idea of how they should look. The disciplines are broad and there is something here for everyone. Check out the table below!
# | Name | Description | Highlight |
---|---|---|---|
1 | Yolanda Pinellas developed necrosis as a result of infiltration during intravenous therapy, because of hospital malpractice. | This is a good example of analysis of contributing factors. | |
2 | This case study focuses on a situation when parents are against vaccination, but nurses feel it is necessary for the childrenâs wellbeing. | This is an example of how ethical case studies should be handled. | |
3 | The Clayton facility faces losses, according to its recent financial report, but their market analysis indicates that the situation will not go on for long. | This is a financial case study with its nuances. It would be good to take into account if you are dealing with a case study in finance. | |
4 | This case study focuses on the Amish population and their usage of non-traditional medicine. | This analysis discusses the case on several levels. | |
5 | As a company that is a part of NASAâs space program, TechFite is worried about its cybersecurity as it is a likely target of espionage. | This one proposes a process outline based on a framework. It includes bulleted lists to make the information more digestable. | |
6 | The analysis of this case study is evaluating a training program in Braun Oral B Ireland using Kirkpatrickâs model. | This study will be a helpful example for you if you are looking to analyze your topic through a certain model. | |
7 | Banner Health is a non-profit care organization that wants to address both its citizens’ physical and mental health needs. This case study takes a look at their strategic plan. | This one implements a comparison tactic that highlights the strengths and weaknesses of the case. | |
8 | This case study analyzes the models of transformational change in Zurich UK Life and General Motors. | This is a very long analysis. You can learn how to keep extensive texts engaging for your audience. | |
9 | Zalora is a company that works in the apparel industry and it wants to enter the online economic environment. | This case study includes a big section dedicated to recommendations and reflections. If your case study requires you to recommend solutions, you should check this out. | |
10 | This case study example analyzes the practices behind Hot Topicâs success. | This is a quick success analysis that you can check out if you need to write a broader version. | |
11 | Taylor needs to convince Bob that using bar codes is helpful as Bob refuses to accept it. | This is a role-playing case study that uses made-up characters to discuss a certain topic. | |
12 | This case focuses on the bankruptcy of Lehman Brothers, an investment banking institution. | This is a very detailed case study that explores the deep history of the topic and introduces information in a captivating manner using graphs and lists. | |
13 | This case study uses Jean Piagetâs work to understand the cognitive development of children. | This is a detailed psychological research. It is an example of how a case study in behavioral analysis should be structured. | |
14 | The case study focuses on analyzing the weaknesses of Simmons brought by the change of its CEO. | This case study performs a quality analysis of resources and sustainability. | |
15 | HUB produces organic beer and sells it in Oregon. They want to advance in terms of market share and profit as part of their future development. | SWOT, PESTLE, Peterâs five forces and VRIO analysis are implemented in this case study. |
Letâs concentrate on the format for case study analysis!
Case Study Analysis: Format
In this section, we will get you acquainted with different types of case studies. We will focus on the difference between multiple and single case study analysis. Additionally, we will show you how to organize all of your ideas into an outline. Hence, your work will be understandable and complete.
- Types of Case Studies
There are several distinct types of case studies , each with its nuances. The choice will depend on the needs of your investigation. We will focus on Illustrative, Exploratory, Cumulative, and Critical Instance studies. Letâs explore each of them one by one.
- Illustrative Case Studies Illustrative case studies are the most common type. They are very descriptive, and the main goal is to help you understand the situation. You are typically given one or two instances of an event. Illustrative case studies answer two questions: What is happening? Why is it happening? The case study is explained in great detail, including location, key players, roles, influence, and involvement. The focus of illustrative case studies is to maintain the readerâs interest. Hence, the language should be understandable, but it should not be oversimplified. It is not preferred to quote more than two instances as the case study might become too complicated.
- Exploratory Case Studies Exploratory case studies are mainly used in Social Sciences. They tend to focus on real-life contexts for situations. They are implemented before a large-scale investigation to help develop the case for more advanced research processes. Exploratory case studies aim to research a specific topic in detail to help you reach a complete understanding of it. You need to identify questions that can later be answered as part of a more extensive examination. Your initial research might reveal very persuasive details. However, it is crucial to remember that concluding before the large-scale investigation is counterproductive.
- Cumulative Case Studies The idea of a cumulative case study is to gather information and details from many data sources to claim a general phenomenon. Cumulative case studies eliminate the need for additional and expensive new studies, which are simply repetitions of the old ones. If you properly analyze all of the case study data that exists, you will realize that everything you are looking for is already there. However, it is essential to look at the existing research from a new perspective to ensure it fits the current challenges and needs.
- Critical Instance Case Studies Critical instance case studies are similar to cumulative but work oppositely. Instead of defining a general phenomenon based on little research, it tries to understand a specific case based on generalized findings. Critical instance case studies help answer cause and effect questions. The adequate specification of your evaluation question is the most crucial part of your analysis.
- Single vs. Multiple Case Study
Your case study can either include a single case or multiple cases . In this section, we will discuss the benefits of both:
- Single Case Study Single case studies are less expensive and do not take as much time. When examining one case, it is easier to put all of your energy into it and get a deeper understanding of the subject. Since the study is more careful, you can look at one thing from many different perspectives. Usually, in a single case study, the case is more critical and unique , and it is possible to focus on a more longitudinal research.
- Multiple Case Study When studying several cases, you can understand the critical similarities and differences among them. If you base your research on many cases, it will be more robust and reliable. Such analysis allows you to form broader research questions. Hence, you can end up with a more convincing theory.
Now, letâs talk about the backbone of every study: the outline!
![case study analysis heading Case study outline.](https://studycorgi.com/wp-content/uploads/2021/09/image.jpeg)
Case Study Outline
Before writing any paper, you should first prepare an outline. It not only makes your job easier but also enhances the organization of your paper. You should put all of your ideas down and try to understand which order and format will best suit your analysis.
We have tried to simplify the process by preparing a sample outline for your case study analysis. It will help you understand what your paper should include.
- Introduction Firstly, you should introduce your reader to the case, assuming they have no prior knowledge. Describe all the challenges and mention the most important details.
- Answers to the Questions There will probably be some questions about your case. It would be best if you answered all of them in an organized manner. Make sure not to make it too obvious. Answer them in such a way that it seems like a part of your analysis.
- Challenges Though you talk about the challenges in your introduction a little bit, it is essential to go into more detail within the main paragraphs to make sure your readers understand them. It will improve the comprehension of solutions later.
- Solutions Introduce each solution you have devised. Evaluate those based on different theories and mechanisms. All of your propositions need to be solid and well-designed. Your case study evaluation should be informative and engaging.
- Final Statement In this part of your paper, you should state which solution best fits the case according to your broader analysis. You should compare it with the others and explain why you have chosen it.
- Conclusion The conclusion is the last thing you need to write. There is nothing specific that should be included. Make sure that your paper comes to a logical end.
- References Of course, you need to reference all of the theories and practices mentioned in your paper for your analysis to be solid and well-grounded. The style of your references will depend on the format assigned by your instructor.
This is how a typical case study analysis should look like. We mentioned this format for you to imagine the standard thought process that goes into making outlines. First, organize your research and divide it into parts to achieve an exciting and compelling paper. The type of case study analysis with which you are dealing also matters.
Now, hereâs how you start writing!
How to Write Case Study Analysis: Important Aspects
In this section, you will find everything you need to kickstart writing your paper. Firstly, we will go through the things you need to have ready before you start. Then, we will show you how to do adequate research. Finally, we will give you a case study checklist to make it easier to complete the tasks throughout your analysis.
Before You Start
It is vital to choose an appropriate case study topic first. It should be exciting and relevant to your area of study. Once you select your topic, you need to choose an applicable case study . There are several criteria that you need to keep in mind in your search of a case study:
- The case study should complement your topic of research For example, if the topic you have chosen is related to marketing, it would be weird if your case study was about banking. However, a case study about how a famous company handles its marketing would be very acceptable.
- The case study should apply to the phenomena that you have chosen to research Make sure that the way the company handles its marketing can be generalized to benefit other companies. It needs to be universally reusable.
- The case study cannot be outdated You need to know that you can apply the outcome of your research to the modern world. Everything needs to be analyzed from the perspective of today.
- Decide whether you need a single or multiple case study You can go through the comparison above once again. Try to understand which one suits your topic best.
Do you already have the topic? Letâs get your researching skills up to date!
![case study analysis heading Key Criteria of a â¨Good Case Study.](https://studycorgi.com/wp-content/uploads/2021/09/Key-Criteria-of-a-â¨Good-Case-Study.png)
Case Study Research
When doing case study research, simply googling something rains down tons of sources full of information. However, most of those sources cannot be trusted, especially when writing an academic paper. The references are the most crucial part of such papers. If they are poor, then your essay has no reliable basis. Hence, you need to look for official sources, such as university websites or scholarly articles. Remember that Wikipedia is not a valid source !
Throughout the process, have your research question in mind. It is easy to get carried away and read every exciting article on the topic. Nonetheless, it would be best to have a specific goal to ensure your research is practical and not wasting your time.
Finally, keep your research up to date! Remember that you are looking for information that applies to the current world and its challenges. You need to look for modern solutions to the given problem.
We are almost there! Letâs make sure you can tick off every item in this checklist !
Checklist for Case Study Analysis
Go through this checklist. It will help you keep your case study research and writing on track.
- Choose the topic.
- Decide whether you are going to do single or multiple case study.
- Identify the type of your case study.
- They are relevant to the topic.
- Their outcome can be generalized to fit other cases within the same area of research.
- They are not outdated.
- Define a clear case study research question.
- Make sure that the sources of your research are credible and up to date.
- Identify the theories and methodologies you are going to use to analyze the case.
- Use more than one point of view to examine the case, and look at it from different perspectives.
- Have a clear outline of what you are going to include in your paper.
- Write and proofread your paper.
Have you completed every item on this list? Congratulations! You are done with your case study analysis!
â What is the difference between case study and case analysis?
Case study and case analysis both provide you with a topic and require extensive research. However, a case study must be taken from real life. For example, a student might analyze Coca-Colaâs financial results and come up with brilliant results that can significantly impact the company. If you send this kind of case study analysis to the company, you might even get a reward. Case analysis focuses more on problems and solutions, whereas case studies can include general research and evaluation.
â What are the stages of a case study?
There are four main stages of a case study:
- analyzing the case,
- identifying its challenges,
- devising a set of possible solutions or outcomes,
- evaluating those outcomes.
To ensure the success of your analysis, you should go over all of these stages with equal diligence.
â What is the purpose of a case study?
The purpose of a case study analysis is to describe a case in detail and identify the main issues with it. Afterwards, these issues need to be analyzed based on appropriate theories from the discipline that you have learned about in class. Finally, you need to recommend a list of actions that should be performed for that case.
â What are the qualities of a good case study?
Here are some qualities of a good case study:
- It is written in a formal, academic language with good grammar and coherent structure.
- All of the claims made in the case study have a reasonable basis and can be proven.
- The case study does not overload the readers with unnecessary information. It is clear and to the point.
- The information is passed to the reader in an organized manner. It has flow, and it is easy to keep up with the extensive academic research.
- What is a Case Study Analysis
- Illustrative Case Studies
- Exploratory Case Study Example
- Definition of Cumulative Case Studies
- Definition of Critical Instance Case Studies
- A Comparative Study of Single and Multiple Case Studies
- How to Choose an Applicable Study
- Case Study Checklist
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16 case study examples (+ 3 templates to make your own)
![case study analysis heading 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-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Volcanica Coffee and AdRoll
![case study analysis heading 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-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Taylor Guitars and Airtable
![case study analysis heading 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-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} EndeavourX and Figma
![case study analysis heading 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-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} ActiveCampaign and Zapier
![case study analysis heading 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-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Ironclad and OpenAI
![case study analysis heading 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-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Shopify and GitHub
![case study analysis heading 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-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Audible and Contentful
![case study analysis heading 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-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Zoom and Asana
![case study analysis heading 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-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Hickies and Mailchimp
![case study analysis heading 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-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} NVIDIA and Workday
![case study analysis heading 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-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} KFC and Contentful
![case study analysis heading 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-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Intuit and Twilio
![case study analysis heading 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-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Spotify and Salesforce
![case study analysis heading 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-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Benchling and Airtable
![case study analysis heading 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-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Chipotle and Hubble
![case study analysis heading 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-12hxxzz-Link{all:unset;box-sizing:border-box;-webkit-text-decoration:underline;text-decoration:underline;cursor:pointer;-webkit-transition:all 300ms ease-in-out;transition:all 300ms ease-in-out;outline-offset:1px;-webkit-text-fill-color:currentColor;outline:1px solid transparent;}.css-12hxxzz-Link[data-color='ocean']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='ocean']:hover{outline-color:var(--zds-text-link-hover, #2b2358);}.css-12hxxzz-Link[data-color='ocean']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='white']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='white']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='white']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='primary']{color:var(--zds-text-link, #3d4592);}.css-12hxxzz-Link[data-color='primary']:hover{color:var(--zds-text-link, #2b2358);}.css-12hxxzz-Link[data-color='primary']:focus{color:var(--zds-text-link-hover, #3d4592);outline-color:var(--zds-text-link-hover, #3d4592);}.css-12hxxzz-Link[data-color='secondary']{color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-color='secondary']:hover{color:var(--zds-gray-warm-5, #a8a5a0);}.css-12hxxzz-Link[data-color='secondary']:focus{color:var(--zds-gray-warm-1, #fffdf9);outline-color:var(--zds-gray-warm-1, #fffdf9);}.css-12hxxzz-Link[data-weight='inherit']{font-weight:inherit;}.css-12hxxzz-Link[data-weight='normal']{font-weight:400;}.css-12hxxzz-Link[data-weight='bold']{font-weight:700;} Hudl and Zapier
![case study analysis heading 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
![case study analysis heading 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
![case study analysis heading 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
![case study analysis heading 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
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![case study analysis heading 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
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![case study analysis heading 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)
Sales CRM Terms
What is Case Study Analysis? (Explained With Examples)
Oct 11, 2023
![case study analysis heading What is Case Study Analysis? (Explained With Examples)](https://framerusercontent.com/images/63XfAPUQFH4D0BWzoIjFJDUyks.png)
Case Study Analysis is a widely used research method that examines in-depth information about a particular individual, group, organization, or event. It is a comprehensive investigative approach that aims to understand the intricacies and complexities of the subject under study. Through the analysis of real-life scenarios and inquiry into various data sources, Case Study Analysis provides valuable insights and knowledge that can be used to inform decision-making and problem-solving strategies.
1°) What is Case Study Analysis?
Case Study Analysis is a research methodology that involves the systematic investigation of a specific case or cases to gain a deep understanding of the subject matter. This analysis encompasses collecting and analyzing various types of data, including qualitative and quantitative information. By examining multiple aspects of the case, such as its context, background, influences, and outcomes, researchers can draw meaningful conclusions and provide valuable insights for various fields of study.
When conducting a Case Study Analysis, researchers typically begin by selecting a case or multiple cases that are relevant to their research question or area of interest. This can involve choosing a specific organization, individual, event, or phenomenon to study. Once the case is selected, researchers gather relevant data through various methods, such as interviews, observations, document analysis, and artifact examination.
The data collected during a Case Study Analysis is then carefully analyzed and interpreted. Researchers use different analytical frameworks and techniques to make sense of the information and identify patterns, themes, and relationships within the data. This process involves coding and categorizing the data, conducting comparative analysis, and drawing conclusions based on the findings.
One of the key strengths of Case Study Analysis is its ability to provide a rich and detailed understanding of a specific case. This method allows researchers to delve deep into the complexities and nuances of the subject matter, uncovering insights that may not be captured through other research methods. By examining the case in its natural context, researchers can gain a holistic perspective and explore the various factors and variables that contribute to the case.
1.1 - Definition of Case Study Analysis
Case Study Analysis can be defined as an in-depth examination and exploration of a particular case or cases to unravel relevant details and complexities associated with the subject being studied. It involves a comprehensive and detailed analysis of various factors and variables that contribute to the case, aiming to answer research questions and uncover insights that can be applied in real-world scenarios.
When conducting a Case Study Analysis, researchers employ a range of research methods and techniques to collect and analyze data. These methods can include interviews, surveys, observations, document analysis, and experiments, among others. By using multiple sources of data, researchers can triangulate their findings and ensure the validity and reliability of their analysis.
Furthermore, Case Study Analysis often involves the use of theoretical frameworks and models to guide the research process. These frameworks provide a structured approach to analyzing the case and help researchers make sense of the data collected. By applying relevant theories and concepts, researchers can gain a deeper understanding of the underlying factors and dynamics at play in the case.
1.2 - Advantages of Case Study Analysis
Case Study Analysis offers numerous advantages that make it a popular research method across different disciplines. One significant advantage is its ability to provide rich and detailed information about a specific case, allowing researchers to gain a holistic understanding of the subject matter. Additionally, Case Study Analysis enables researchers to explore complex issues and phenomena in their natural context, capturing the intricacies and nuances that may not be captured through other research methods.
Moreover, Case Study Analysis allows researchers to investigate rare or unique cases that may not be easily replicated or studied through experimental methods. This method is particularly useful when studying phenomena that are complex, multifaceted, or involve multiple variables. By examining real-world cases, researchers can gain insights that can be applied to similar situations or inform future research and practice.
Furthermore, this research method allows for the analysis of multiple sources of data, such as interviews, observations, documents, and artifacts, which can contribute to a comprehensive and well-rounded examination of the case. Case Study Analysis also facilitates the exploration and identification of patterns, trends, and relationships within the data, generating valuable insights and knowledge for future reference and application.
1.3 - Disadvantages of Case Study Analysis
While Case Study Analysis offers various advantages, it also comes with certain limitations and challenges. One major limitation is the potential for researcher bias, as the interpretation of data and findings can be influenced by preconceived notions and personal perspectives. Researchers must be aware of their own biases and take steps to minimize their impact on the analysis.
Additionally, Case Study Analysis may suffer from limited generalizability, as it focuses on specific cases and contexts, which might not be applicable or representative of broader populations or situations. The findings of a case study may not be easily generalized to other settings or individuals, and caution should be exercised when applying the results to different contexts.
Moreover, Case Study Analysis can require significant time and resources due to its in-depth nature and the need for meticulous data collection and analysis. This can pose challenges for researchers working with limited budgets or tight deadlines. However, the thoroughness and depth of the analysis often outweigh the resource constraints, as the insights gained from a well-conducted case study can be highly valuable.
Finally, ethical considerations also play a crucial role in Case Study Analysis, as researchers must ensure the protection of participant confidentiality and privacy. Researchers must obtain informed consent from participants and take measures to safeguard their identities and personal information. Ethical guidelines and protocols should be followed to ensure the rights and well-being of the individuals involved in the case study.
2°) Examples of Case Study Analysis
Real-world examples of Case Study Analysis demonstrate the method's practical application and showcase its usefulness across various fields. The following examples provide insights into different scenarios where Case Study Analysis has been employed successfully.
2.1 - Example in a Startup Context
In a startup context, a Case Study Analysis might explore the factors that contributed to the success of a particular startup company. It would involve examining the organization's background, strategies, market conditions, and key decision-making processes. This analysis could reveal valuable lessons and insights for aspiring entrepreneurs and those interested in understanding the intricacies of startup success.
2.2 - Example in a Consulting Context
In the consulting industry, Case Study Analysis is often utilized to understand and develop solutions for complex business problems. For instance, a consulting firm might conduct a Case Study Analysis on a company facing challenges in its supply chain management. This analysis would involve identifying the underlying issues, evaluating different options, and proposing recommendations based on the findings. This approach enables consultants to apply their expertise and provide practical solutions to their clients.
2.3 - Example in a Digital Marketing Agency Context
Within a digital marketing agency, Case Study Analysis can be used to examine successful marketing campaigns. By analyzing various factors such as target audience, message effectiveness, channel selection, and campaign metrics, this analysis can provide valuable insights into the strategies and tactics that contribute to successful marketing initiatives. Digital marketers can then apply these insights to optimize future campaigns and drive better results for their clients.
2.4 - Example with Analogies
Case Study Analysis can also be utilized with analogies to investigate specific scenarios and draw parallels to similar situations. For instance, a Case Study Analysis could explore the response of different countries to natural disasters and draw analogies to inform disaster management strategies in other regions. These analogies can help policymakers and researchers develop more effective approaches to mitigate the impact of disasters and protect vulnerable populations.
In conclusion, Case Study Analysis is a powerful research method that provides a comprehensive understanding of a particular individual, group, organization, or event. By analyzing real-life cases and exploring various data sources, researchers can unravel complexities, generate valuable insights, and inform decision-making processes. With its advantages and limitations, Case Study Analysis offers a unique approach to gaining in-depth knowledge and practical application across numerous fields.
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Arnaud Belinga
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Case study headings
I'm going to be preparing several case studies for my company and I'm pondering what patterns to use for headingsâboth the case study title and headings within a case study.
I'd like the reader to:
- be motivated to read on
- get a picture of what the study is about by just reading the headings
- be inspired to hire us
For titles, I'm thinking of either using the pattern "How " (e.g. "How Farmville got 32 million daily players") or ": " (e.g "Farmville: captivating a nation").
For headings within a page, I'm not so sure. Every heading could start with an interrogative adverb or with a gerund. At the same time, I don't want the titles to sound repetitive or forced.
I was also considering using plays on words, but those can be unnecessarily cryptic sometimes and a good pun isn't always readily available.
Are there any copywriting best practices on case studies or headings in general?
- technical-writing
- copywriting
2 Answers 2
I write a fair bit of user documentation as part of my work and have written many reports like those you mention as part of my postgraduate study. This has given me some familiarity with the subject.
I also have a background (and previous career) in sales and marketing and so I know that if you want to sell yourself (or indeed anything) then you need to supply solutions to the problems experienced by your client.
Therefore the approach I would recommend, to supplement your excellent pattern for titles, is to make your sub-titles answers to the statements given in the titles.
Here's how this would work in your case:
How Farmville got 32 million daily players Excellent User Interface Immersive Experience Interaction With Friends A Break from Your Worries
Then under each sub-title, you would write text containing the evidence to support the assertions you make, giving as much detail as is required.
Basically, what you are doing is writing bullet points under each title to give answers to the question posed by the title. Then you're fleshing out each point. Doing it in this way means that, if necessary, the title and sub-titles can stand as a document by itself.
As far as being motivated to read on goes - ask yourself 'if I were given solutions to my problems, would I be interested in reading on?'
![case study analysis heading robertcday's user avatar](https://i.sstatic.net/E832l.jpg?s=64)
- 1 I like this idea, and it essentially suggests titles and subsequent headings should construct a narrative. "Farmville: Captivating a Nation" doesn't invoke a narrative as well as the suggested strategy here, which is to pose a question and answer it. If you can make the narrative relevant to your client, as in positioning yourself to be a firm that can answer their questions, all the better. – MidwestIsTheBest Commented Jun 4, 2018 at 13:52
I would say keep these in mind and you'll write the compelling headers you need.
Persona Who are you writing this for? What do they want to get out of this case study. Use headings that will empower them to get that info. Hubspot's use in this Best Practices post is excellent - #4 is the headings section. ( source )
Skimming Know that very few readers are going to do more than skim through the headers and they will only read the sections they feel most important.
From my own experience, I have learned that if you speak with authority, your work will be taken as authoritative. This is not necessarily a good thing, but it is true. If you want this case study to convert readers into hiring you, write this as if you are the smartest, most authoritative person on this topic. Good luck!
- 1 A little tip about markdown: you can get soft linebreaks by having two spaces at the end of a line before hitting Enter. There is a little bar at the top of the box where you typw answers or questions that can help you with markdown. – Secespitus Commented Jun 5, 2018 at 17:22
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9 Case Study Examples, Plus a Useful Case Study Template
Writing a case study can help you pitch your services to prospective clients. Learn how to write one by studying successful examples and using a free template.
![case study analysis heading A magnifying glass on an orange background with three boxes displaying data points.](https://cdn.shopify.com/s/files/1/0070/7032/files/case_20study_20examples_1848x970.png?v=1718983793)
If you can write a rĂŠsumĂŠ, you can write a case study. Just as a rĂŠsumĂŠ shows potential employers how your experience can benefit their team, a case study highlights an existing clientâs success story to demonstrate your business or productâs value to prospective clients.
A compelling case study includes relevant data without overwhelming your reader, considers the customerâs perspective, and demonstrates how you handled a specific challenge.
The best way to learn how to write one is by reading a stellar business case study example.
What is a case study?
A case study is a document business-to-business (B2B) companies use to illustrate how their product or service helped a client achieve their goals. A winning case study introduces the featured client, gives a brief description of their challenge or goal, and showcases the results they achieved with your help.
Businesses that provide software, tools, or consulting services often provide case studies to potential customers trying to choose between several options.
A companyâs marketing team is typically responsible for writing case studies, but if you have a small business without a dedicated marketing team, donât worry. Anyone can write a case study, and itâs a straightforward process if you use a template.
Why should you create a case study?
A case study brings your product or service to life for future customers with real-world examples. These success stories offer tangible results. Case studies are, thus, a form of social proof , but their power goes beyond a mere testimonial or review.
Since B2B services often are expensive and require approval from multiple decision-makers, typical forms of social proof often aren't enough to convince potential customers. Business customers want to be able to share compelling data with their teams, and thatâs where the case study is beneficial.
How to write a case study
- Choose a template
- Interview your client or customer
- Describe the situation
- Identify the solution
- Present the results
1. Choose a template
You donât necessarily need a template to write a case study, but it can make the process easierâespecially if you havenât written one before or need to write several at once.
Youâll notice that most business case studies take the same general format; after inputting the basics into the template, you can add your own personal flair. (That is, your branding and voice.)
2. Interview your client or customer
The client or customer interview is the heart of the case study. Identify several current or past clients willing to chat with you about their experiences. Look for repeat customers and those who reached out independently to tell you how much they enjoyed your product or service.
A phone interview is the best way to get conversational quotes, but you can correspond via email if your subject is short on time. Not sure what to ask? When social advertising agency Biddyco interviewed the VP of Marketing at Fellow , they asked him the following questions , according to their case study:
- What were the obstacles that would have prevented you from choosing/hiring Biddyco?
- What have you found as a result of hiring Biddyco?
- What specific feature or thing do you like most about Biddycoâs services?
- Would you recommend Biddyco and why?
The goal of the interview is to better understand your clientâs experience with your product or service and grab a soundbite you can use as a testimonial in your case study. If you didnât work directly with the client, you may also want to interview someone on your team who did to get more context.
3. Describe the situation
Give context to your case study with a brief description of the clientâs business and the desired outcome that led them to seek your product or service. You can follow this general formula:
[Clientâs name] is a [type of business] with [unique feature]. [Clientâs name] came to [your business] seeking [clientâs desired outcome] while [requirement].
Hereâs an example of a one-sentence situation summary in the case study for Sharma Brands â client Feastables:
âFeastables, a better-for-you snacks company, came to us in need of a team to take the DTC setup off their plate.â
Advertising company Adgile, which created moving billboards for the non-alcoholic aperitif brand Ghia , has a longer description in its case study that provides background on the marketplace, but the heart of it is this:
âGhia was seeking creative ways to break through the clutter of a crowdedâand big-budgetedâadult beverage market, all while managing customer acquisition cost (CAC).â
4. Identify the solution
This section can vary depending on your field. Also described as âthe action,â âthe work,â or âthe strategy,â the solution describes the strategic insights your company brought to your clientâs problem or how your customer used your product to achieve their goals.
The basic formula: [Clientâs name] partnered with [your business] to [service received].
Hereâs an example from email marketing software Klaviyoâs case study featuring olive oil brand Graza:
âGraza uses Klaviyoâs granular segmentation tools to send automated flows and promotional campaigns to small, targeted groups of customers based on purchase frequency.â
This section describes exactly which of Klaviyoâs features Graza used (granular segmentation) and how they used it (to send automated flows to small, targeted groups), without getting into any outcomes or results yet.
5. Present the results
This section is where youâll win over prospective customers and build trust. The basic formula is:
[Clientâs name] used [service received] to [desired outcome].
Share how your product or service positively affected the clientâs business, whether thatâs cost savings, more clients, or improved company culture. According to a case study from community platform TYB, the results it delivered for skin care company Dieux were as follows:
âDieux was able to create thousands of authentic, personalized referrals ahead of its new product launch plus live out its brand promise of transparency.â
Depending on your product or service, your results may include quantifiable outcomes (like thousands of referrals), intangibles (like living out your brand promise), or both, as in the case of TYB.
Real-world examples of case studies
Sharma brands for feastables, adgile media group for ghia, meta for lulus, tyb for dieux, biddyco for fellow, outline for heyday canning, klaviyo for graza, culture amp for bombas, kustomer for thirdlove.
A great way to write a case study is to look at a sample case studyâor better yet, many. Youâll notice that wildly different businesses have case studies that follow roughly the same structure, which is why we recommend using one of our free case study templates to write yours. Learn from this mix of business, design, and marketing case study examples:
Sharma Brands is a branding agency founded by Nik Sharma , âThe DTC Guy.â Sharma Brands keeps its case study featuring snack company Feastables short and sweet, breaking it down into three chronological sections: the situation, the work, and the outcome.
The Sharma Brands case study is a good example of how to incorporate meaningful results without sharing actual numbers (which the client may not wish to make public) or getting into an in-depth analysis.
Instead of metrics, Sharma Brands lists the tasks it executed:
- âSuccessfully launched their DTC site.â
- âSimultaneously launched on GoPuff with no downtime.â
It also lists some general achievements:
- âBroke Shopify records in the first 24 hours of launch.â
- âAll revenue and engagement metrics were highly exceeded.â
![case study analysis heading Adgile case study for Ghia showing ads on trucks.](https://cdn.shopify.com/s/files/1/0070/7032/files/unnamed_cc88d0d3-8086-4cd1-83f7-bc0d404cdd05_1848x970.png?v=1718985087)
Adgile Media Group creates outdoor advertising by providing brands with mobile billboards. Unlike traditional outdoor advertising, Adgile also tracks the digital impact of its IRL campaigns.
Adgileâs case study featuring the non-alcoholic beverage brand Ghia is the perfect place to show off the metrics it collects, like:
- 78% homepage visit lift
- 91% conversion lift
- 82% lift on its Find Us page
- Increase in brand awareness and recall, more than 75% over the competition
Meta, the social media and digital advertising platform, does something in its case studies that every company can replicate. Instead of saving the numbers for the results section, Meta provides a brief overview near the top. This breaks up the text visually, provides a quick snapshot for anyone who doesnât want to read the full case study, and intrigues those curious to know how they achieved those numbers.
![case study analysis heading A screengrab of Lulu's case study results.](https://cdn.shopify.com/s/files/1/0070/7032/files/unnamed-1_1efdcfaf-bbf9-4aaa-b347-b734fb74198c_1848x970.png?v=1718985084)
Metaâs case study for the clothing company Lulus starts by teasing its most impressive stat:
âThe womenâs fashion ecommerce company compared the performance of a Meta Advantage+ shopping campaign with Advantage+ catalog ads versus its usual ad campaign setup and saw a 47% increase in return on ad spend using the Advantage+ products.â
It then presents three key figures in a visually appealing design, drawing clear attention to the impact it had on this customer.
TYB is a community platform that rewards fans for creating user-generated content . TYBâs case study for Dieux details how the skincare brand used its platform to involve customers in product testing.
It also does something small worth noting: Instead of sticking the call to action at the bottom of the case study, TYB places a ârequest demoâ button at the top of the page. That way, anyone compelled by the results of the case study can take the next step immediately.
![case study analysis heading Screengrab of Dieux's referral with request a demo button and image of a statue of cupid.](https://cdn.shopify.com/s/files/1/0070/7032/files/unnamed-4_4bebf392-762f-44c0-8994-cd0c8556f9bb_1848x970.png?v=1718985087)
Advertising agency Biddyco took a unique approach to its case study for the coffee- and tea-gear company Fellow . Unlike other business case study examples that use the typical situation-solution-results format, Biddyco structured its case study as an extended testimonial, with a series of questions like, âWhat specific feature or thing do you like most about Biddycoâs services?â
In addition to client feedback, Biddyco also highlights a few key accomplishments under the heading âAll You Really Need to Know.â
![case study analysis heading Screengrab of Biddyco's case study results.](https://cdn.shopify.com/s/files/1/0070/7032/files/unnamed-3_44b5fc4d-b01e-490c-962f-ffc443149d42_1848x970.png?v=1718985087)
A branding studio like Outline wonât approach case studies in the same way an advertising platform like Meta would. What matters here isnât cost per impression or ROAS, itâs how everything looks.
Thatâs why Outlineâs case study for ââ Heyday Canning is relatively light on words and heavy on imagery. If your work is more visual than numerical, your case study is a great place to show your behind-the-scenes process.
For example, Outline shows the label design alongside images of the cans on the shelf and provides a brief description of the design inspiration. This example shows how you can have a design-focused case study that still tells a compelling story.
![case study analysis heading Heyday Canning product display with highligh on Apricot Glazed.](https://cdn.shopify.com/s/files/1/0070/7032/files/unnamed-6_ee2f4b96-c227-4bd2-b13b-161eb09537e2_1848x970.png?v=1718985092)
Klaviyo , an email marketing software company, puts numbers front and center in its case study for the olive oil company Graza . If your product or service involves tracking metrics like email open rates, revenue, and click rates, highlight those stats in a larger font size, as Klaviyo did.
Klaviyoâs case study for Graza also shows you donât necessarily need to fix a problem to create a great case study; you can also simply help your client achieve their goals. According to Klaviyoâs case study, Grazaâs challenge was to create strong customer relationships.
![case study analysis heading Screengrab of Graza case study results and image of Graza products display.](https://cdn.shopify.com/s/files/1/0070/7032/files/unnamed-2_9edfed95-38c8-4e74-9c24-b8133f125f80_1848x970.png?v=1718985103)
How do you write a compelling case study if your service doesnât involve tangible metrics or flashy design? For the performance management software company Culture Amp , itâs highlighting key statistics about the subject of its case study , sock company Bombas .
Like Meta and Klaviyo, Culture Amp highlights three numbers in large font. But these numbers are stats about their client Bombas, not Culture Ampâs services: â120+ employees,â â25M+ items donated,â and â$100M+ in revenue for 2018.â
Instead of showing off the results it achieved for Bombas, these numbers let prospective clients know that Culture Amp works with big, important companies on their performance management process.
Choosing a customer relationships management ( CRM ) platform is a big decision. Switching platformsâas bra company ThirdLove did in this case study from customer support platform Kustomerâcan involve lengthy data migration, customization, and employee onboarding.
Thatâs why it makes sense that Kustomerâs case study for ThirdLove is a four-page-long PDF and not a blog post. If your case study involves a long, detailed analysis, follow Kustomerâs example and make two versions of your case study.
The first page is an executive summary, with about a paragraph each describing the challenge and results. If after reading the first page, you want to learn more, you can dive into the rest of the case study, but you donât have to read the entire thing to get a sense of how Kustomer collaborated with ThirdLove.
![case study analysis heading Screengrab of ThirdLove case study with image of bra display.](https://cdn.shopify.com/s/files/1/0070/7032/files/unnamed-5_92a7ddd4-4e17-44b5-b020-84a0b6a2ebec_1848x970.png?v=1718985099)
Case study examples FAQ
How do you write a simple case study.
To simplify the case-study writing process, download a template. Shopifyâs fill-in-the-blanks case study template can help you share your customersâ success stories in an easily digestible, well-designed format.
Why are case studies important for businesses?
For the business reading a case study, the contents can help them decide between different products or services. For the business writing the case study, itâs a chance to connect more deeply with potential customers.
What is an example of a case study?
An example of a case study is a mobile billboard companyâs overview of the services it provided to a client. The case study might include an overview of the client's goals and how the advertiser addressed them, plus a list of outcomesâincreased website visits, decreased costs per visit, and a rise in brand awareness.
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Greater aperture counteracts effects of reduced stomatal density on wue: a case study on sugarcane and meta-analysis.
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Alistair Leverett Present address: Department of Plant Science, University of Cambridge, Downing Street, Cambridge, CB2 3EA, UK
Amandine Germon Present address: UMR Eco&Sols, Univ Montpellier, CIRAD, INRAE, IRD, InstitutAgro Montpellier, Montpellier, France
Amandine Germon Present address: CIRAD, UMR Eco&Sols, Montpellier F-34398, France
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Daniel Lunn, Baskaran Kannan, Amandine Germon, Alistair Leverett, Tom E Clemente, Fredy Altpeter, Andrew D B Leakey, Greater aperture counteracts effects of reduced stomatal density on WUE: a case study on sugarcane and meta-analysis, Journal of Experimental Botany , 2024;, erae271, https://doi.org/10.1093/jxb/erae271
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Stomata regulate CO 2 and water vapor exchange between leaves and the atmosphere. Stomata are a target for engineering to improve crop intrinsic water use efficiency (iWUE). One example is by expressing genes that lower stomatal density (SD) and reduce stomatal conductance (g sw ). However, the quantitative relationship between reduced SD, g sw, and the mechanisms underlying it is poorly understood. We addressed this knowledge gap using low-SD sugarcane ( Saccharum spp. hybrid) as a case study alongside a meta-analysis of data from 10 species. Transgenic expression of EPIDERMAL PATTERNING FACTOR 2 from Sorghum bicolor (SbEFP2) in sugarcane reduced SD by 26-38% but did not affect g sw compared to wildtype. Further, no changes occurred in stomatal complex size or proxies for photosynthetic capacity. Measurements of gas exchange at low CO 2 concentrations that promote complete stomatal opening to normalize aperture size between genotypes were combined with modeling of maximum g sw from anatomical data. These data suggest that increased stomatal aperture is the only possible explanation for maintaining g sw when SD is reduced. Meta-analysis across C 3 dicots, C 3 monocots, and C 4 monocots revealed engineered reductions in SD are strongly correlated with lower g sw (r 2 =0.60-0.98), but this response is damped relative to the change in anatomy.
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Carbon capture and utilization projects run by oil and gas companies: a case study from russia.
![ORCID case study analysis heading](https://pub.mdpi-res.com/img/design/orcid.png?0465bc3812adeb52?1721387811)
1. Introduction
- Capturing CO 2 at emission sources or directly from the atmosphere (the latter known as DAC, or direct air capture);
- Transporting CO 2 via various methods such as pipelines, ships, or road transport;
- Utilizing CO 2 or injecting it for long-term geological storage.
- Reducing emissions produced by existing industrial and energy companies by capturing them before release into the atmosphere;
- Reducing emissions in energy-intensive industries where emission reduction via alternative means is challenging (e.g., cement, iron and steel, chemical industries) [ 12 ];
- Facilitating the continued operation of existing facilities, thereby averting premature retirement of valuable assets [ 13 , 14 ];
- Decreasing CO 2 concentration through DAC or Bioenergy with Carbon Capture and Storage (BECCS) projects [ 15 ], paving the way for carbon-negative initiatives in the future;
- Enabling the production of carbon-neutral blue hydrogen (H 2 ) as an alternative to fossil fuels;
- Facilitating a gradual and smoother energy transition.
- What is the projected role of CCU in industrial decarbonization?
- What are the most promising technologies for CO 2 utilization?
- What is the current CCUS experience of oil and gas companies?
- What is the economic viability of CCU projects run by oil and gas companies?
2. Materials and Methods
- Determining the technology and product derived from CO 2 ;
- Selecting the emission source for capture;
- Choosing the energy source (renewable energy sources or fossil fuels);
- Determining the capacity of the projected facility;
- Accurate selection of alternative products to determine the costs.
3.1. CCU Deployment in the Decarbonization Agenda: Prospects and Concerns
- The source of CO 2 used;
- Energy consumption and energy sources used in CO 2 capture and production processes;
- The applications and duration of product use.
3.2. CO 2 Utilization: Current Experience and Developments
Technology | Direct Utilization | Mineral Carbonation | Hydrogenation | Electrochemical Reduction | Organic Synthesis | Biological Conversion |
---|---|---|---|---|---|---|
TRL | 9 | 4â9 | 2â9 | 2â4 | 2â9 | 7â9 |
Utilization Pathway | EOR Food processing Metal working Pharmaceutical processes | Building Materials Chemicals | Fuels Chemicals | Fuels Chemicals | Chemicals Polymers | Biomass and further synthesis products |
Product Example | Crude oil Beverages Dry ice Fire extinguishers | Cement Concrete Inorganic carbonates | Methanol Dimethyl ether Ethanol Formaldehyde Formic acid Methane Synthetic fuels | Methanol Ethanol Formaldehyde Formic acid Methane Ethylene | Polycarbonates Salicylic acid Urea Polyols Polyurethanes Carbamates | Green microalgae Cyanobacteria |
Product Life Cycle Duration | Long | Long | Short/Long | Short/Long | Short/Long | Short/Long |
Key Technological Barriers | - | Reaction rates are slow at ambient conditions Carbonation is impeded in the presence of moisture Need for sustained high pH levels in the solution to promote carbonate precipitation | Low per pass conversion Low selectivity Poor catalyst stability Source and cost of H | High overpotentials Low selectivity | High purity CO required for polymers | Resource needs (land, location, water) Scalability |
- Costs associated with the particular CO 2 utilization stage are heavily influenced by economies of scale [ 55 ];
- When renewable energy sources (RES) are used for energy supply, the cost of CO 2 conversion is linked to the cost of RES due to the high energy intensity of the processes.
3.3. Current CCUS Activities Declared and Run by Oil and Gas Companies
- Vertically integrated companies, possessing sufficient financial resources, are better positioned to undertake such projects, especially in the absence of external financial incentives for smaller firms to develop CO 2 utilization methods.
- Oil and gas companies boast experience in managing CO 2 and other GHGs within conventional business operations, such as CO 2 removal from natural gas, as well as expertise in producing fuels from hydrocarbons.
- There is an emerging interest among Russian companies in the CO 2 -EOR option, further highlighting their readiness for deploying full CCU chains.
3.4. The Full CCU Chain Implemented by an Oil and Gas Company: A Case Study from Russia
3.4.1. case modeling.
- Natural gas processing. Before gas is transported through pipelines or subjected to further processing, it must be purified to remove acidic components, including CO 2 . Globally, only about 17% of such impurities are captured annually, with the remainder being released into the atmosphere [ 4 ].
- Oil refining. Key sources of CO 2 emissions include different heating furnaces, regenerators used in fluid catalytic cracking (FCC), and systems for hydrogen production via steam methane reforming (SMR).
- Natural gas liquefaction. The CO 2 content in natural gas during liquefaction should not exceed 0.005%, necessitating additional purification by manufacturers. Moreover, liquefaction processes are energy-intensive, with part of the supplied gas (approximately 9% of the total volume) combusted for energy supply, making LNG plants significant emission sources [ 60 ].
3.4.2. The Projectâs Economic Viability: A Minimum Price of Carbon-Neutral Methanol
4. discussion, 5. conclusions, author contributions, institutional review board statement, informed consent statement, data availability statement, conflicts of interest.
No. | Company | Technology Pathway | Projects Examples | Description |
---|---|---|---|---|
1 | Equinor | CCS | Sleipner CCS Snohvit CCS In Salah CCS | Has significant experience in CO injection in both offshore and onshore fields. |
Transport and Storage Hub | Northern Lights CCS Bayou Bend CCS | The key participant in projects to create CO infrastructure hubs in Norway and the USA. | ||
Blue Hydrogen | H2H Saltend Keadby and oth. | Develops projects for CO capture at hydrogen production facilities and its subsequent injection. | ||
Capture technology development | Technology Centre Mongstad | Participates in the creation of the worldâs largest test facility for CO capture technologies. | ||
2 | TotalEnergies | Transport and Storage Hub | Northern Lights CCS Aramis | Participates in the CO transport infrastructure project to implement offshore CO storage in the Netherlands. |
BECCS | Fonroche Biogaz BioBĂŠarn | Has plans for producing biogas and biofuels (used for green hydrogen production). | ||
Decarbonization Consulting and Services | TotalEnergiesOneB2B Solutions | Signed a memorandum of understanding with Holcim to jointly study the complete decarbonization of a Holcim cement plant. Has an agreement to develop the Hackberry Carbon Sequestration (HCS) CCS project at Cameron LNG. | ||
CCU initiatives | SAF at Leuna refinery | Develops pilot facilities near its refinery in Germany to use renewable hydrogen and captured CO to make sustainable aviation fuel. | ||
3 | Shell | CCS | Quest CCS Gorgon CCS Qatar LNG CCS | Has significant experience in CO injection at onshore fields |
Transport and Storage Hub | Northern Lights CCS Atlas Acorn Polaris US Gulf Coast | Participates in projects to create infrastructure hubs in Europe and North America. | ||
Capture technology development | Technology Centre Mongstad | Participates in the creation of the worldâs largest test facility for CO capture technologies. | ||
4 | Eni | Capture technology development | HERCCULES | Sets up demonstration plants with innovative CO capture technologies for the cement and waste-to-energy sectors. |
Transport and Storage Hub | Ravenna CCS HyNet North West | Develops the first CCS project in Italy which will store captured CO in depleted gas fields in the Irish Sea. The project includes the production of blue hydrogen. | ||
Blue Hydrogen | ||||
CCU initiatives | Works on a mineralization technology that allows production of Supplementary Cementitious Material. | |||
5 | Repsol | CCS | Sakakemang CCS | Develops a CCS project with a capacity of 2 million tons. |
Transport and Storage Hub | Gulf of Mexico Coast Hub | Participates in the development of a marine CCS hub. | ||
Capture and storage technology development | Repsol Technology Lab Climate Investment Fund | Develops new CO separation technologies with the goal of reducing costs. | ||
CCU initiatives | Repsol Technology Lab | Develops synthetic CO -based fuels and ways to convert CO for use as a raw material. Uses captured CO and ashes to produce eco-aggregates. | ||
6 | Woodside | Capture technology development | Woodside Monash Energy Partnership | Invests in facilities and research including DAC. |
CCS | Northern Carnarvon CCS Browse Basin CCS | Participates in various CCS joint ventures across the globe. | ||
Transport and Storage Hub | SEA CCS | Participates in the development of an offshore CCS hub in southeast Australia. | ||
Blue Hydrogen | H2OK H2Perth Southern Green Hydrogen H2TAS | Participates in numerous projects to produce green and blue hydrogen using CCS. | ||
CCU initiatives | CCU pilot facility in Perth String Bio Agreement | Participates in the development of a facility that will recycle GHG and methane into ethanol. Invests in String Bioâs technology for the recycling of GHG into products (such as livestock feed). | ||
7 | BP | CCS | Tangguh CCS Net Zero Teesside | Implements a CO -EGR project in Indonesia and a CCS project in UK. |
Blue Hydrogen | H2Teesside | Declares an increase in the production of blue hydrogen. | ||
Transport and Storage Hub | East Coast Cluster Texas Gulf Coast | Participates in projects to create infrastructure hubs in the UK and USA. Develops a project to produce low-carbon hydrogen at existing Linde plants. | ||
8 | Gazprom | CCS | Rusanda-Elemir CCS Gazprom Neft CCS Project | Participates in a project that captures CO at the Elemir refinery and stores it for CO -EOR at the Rusanda oil field. Announced the launch of a pilot project in Orenburg Region. |
Blue Hydrogen | Has teamed up with Rosatom to produce blue hydrogen from natural gas on Sakhalin Island. | |||
9 | OMV | CCS | Poseidon CCS | Obtained the first CCS exploration license in 2023 in Norway. Initiated the first onshore project in 2021 in Romania. |
CCU initiatives | C2PAT Borealis | Develops a plant for the production of raw materials from CO to make chemicals in Australia. Has a 75% share in Borealis, a sustainable chemical company, which uses atmospheric CO as a feedstock to produce foam for shoes. | ||
10 | Chevron | CCS | Gorgon CCS Quest CCS | Operates Gorgon CCS and participates in other offshore CCS projects in Australia. Participates in Canadian Quest CCS. |
Capture technology development | Kern River Eastridge | Develops technology that captures CO at the Kern River Eastridge cogeneration plant in California Invests in multiple carbon capture technologies, including Svante and Carbon Clean startups | ||
Transport and Storage Hub | Bayou Bend CCS Hub Singapore CCUS Consortium | Has an interest in one of the largest US CCS projects at the development stage. Participates in the development of a large-scale CCUS project in Singapore | ||
11 | Lukoil | CCS | Usinskoye field | Implements a pilot project to inject captured CO for CO -EOR at the Usinskoye field. |
BECCS | Develops technology for the microalgae capture of flue gases produced at power facilities. | |||
Blue Hydrogen | Announced plans for the production of low-carbon hydrogen for commercial distribution. | |||
12 | Rosneft | CCS | Announced the development of promising CCS projects in cooperation with CNPC. | |
Blue Hydrogen | Works on projects for the production of blue hydrogen. | |||
13 | Surgutneftegas | No activities declared. | ||
14 | Tatneft | CCS | Tukaevsky Area | Conducts research on CO capture and preparation. Has developed a CO injection project. |
15 | Novatek | CCS | Obsk Petrochemical Facility | Develops a CCS project to reduce emissions from ammonia production to produce low-carbon ammonia and hydrogen. |
Blue Hydrogen |
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Click here to enlarge figure
Company | CCS | Transport and Storage Hub | Blue Hydrogen | Capture and Storage Technology Development | BECCS | CCU Initiatives |
---|---|---|---|---|---|---|
Equinor | V | V | V | V | ||
TotalEnergies | V | V | V | |||
Shell | V | V | V | |||
Eni | V | V | V | V | ||
Repsol | V | V | V | V | ||
Woodside | V | V | V | V | V | |
BP | V | V | V | |||
Gazprom | V | V | ||||
OMV | V | V | ||||
Chevron | V | V | V |
Company | CCS | Transport and Storage Hub | Blue Hydrogen | Capture and Storage Technology Development | BECCS | CCU Initiatives |
---|---|---|---|---|---|---|
Gazprom | V | V | ||||
Lukoil | V | V | V | |||
Rosneft | V | V | ||||
Surgutneftegas | No activities declared | |||||
Tatneft | V | |||||
Novatek | V | V |
Parameter | Value |
---|---|
CO capture capacity | 2.59 Mt/y |
Investment in Capture stage | USD 1587 MM |
Methanol production capacity | 1.89 Mt/y |
Investment in Methanol production stage | USD 810 MM |
Construction time | 2 years |
Depreciation period | 20 years |
Operational costs | USD 922/t |
Property tax | 2.2% |
Income tax | 20% |
Emission tax | USD 12/t |
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Share and Cite
Cherepovitsyna, A.; Kuznetsova, E.; Popov, A.; Skobelev, D. Carbon Capture and Utilization Projects Run by Oil and Gas Companies: A Case Study from Russia. Sustainability 2024 , 16 , 6221. https://doi.org/10.3390/su16146221
Cherepovitsyna A, Kuznetsova E, Popov A, Skobelev D. Carbon Capture and Utilization Projects Run by Oil and Gas Companies: A Case Study from Russia. Sustainability . 2024; 16(14):6221. https://doi.org/10.3390/su16146221
Cherepovitsyna, Alina, Ekaterina Kuznetsova, Aleksandr Popov, and Dmitry Skobelev. 2024. "Carbon Capture and Utilization Projects Run by Oil and Gas Companies: A Case Study from Russia" Sustainability 16, no. 14: 6221. https://doi.org/10.3390/su16146221
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Identify the key problems and issues in the case study. Formulate and include a thesis statement, summarizing the outcome of your analysis in 1-2 sentences. Background. Set the scene: background information, relevant facts, and the most important issues. Demonstrate that you have researched the problems in this case study. Evaluation of the Case
3 Writing a case study in APA Step By Step. 3.1 Title Page in APA for Case Study Project. 3.2 APA Title Page Example. 3.3 The Abstract for an APA case study. Whether you study social sciences or life sciences, you're likely to encounter a case study analysis in your academic journey. These papers demand a lot from students.
Case study is unbounded and relies on gathering external information; case analysis is a self-contained subject of analysis. The scope of a case study chosen as a method of research is bounded. However, the researcher is free to gather whatever information and data is necessary to investigate its relevance to understanding the research problem.
1. Draft Structure. đď¸ Your draft should contain at least 4 sections: an introduction; a body where you should include background information, an explanation of why you decided to do this case study, and a presentation of your main findings; a conclusion where you present data; and references. 2. Introduction.
A great way to prove your worth is through a compelling case study. HubSpot's 2024 State of Marketing report found that case studies are so captivating that they were the fifth most commonly used type of content that marketers relied on.. That statistic still holds true in Forbes Advisor's 2024 study, which adds that 78% of B2B businesses report using case studies and customer stories ...
Here are 8 tips to writing a case study. 1. Attention grabbing title. The title of your case study needs to grab potential readers attention and convince them that this is a valuable piece of content. Make your title catchy, concise, and descriptive, just like you would for a good blog post.
In contrast, case studies examine a subject in depth, offer detailed information, and help develop critical thinking skills. Types of Case Studies. When it comes to writing case study analysis, there are five types you must learn to differentiate. That is important because whether you get such an assignment, you will have to understand the task ...
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.
A case study requires you to analyse a specific situation and discuss how its different elements relate to theory. The case can refer to a real-life or hypothetical event, organisation, individual or group of people and/or issue. Depending upon your assignment, you will be asked to develop solutions to problems or recommendations for future action.
Step 4: Analyze Your Findings. Using the information in steps 2 and 3, create an evaluation for this portion of your case study analysis. Compare the strengths and weaknesses within the company to the external threats and opportunities. Determine if the company is in a strong competitive position, and decide if it can continue at its current ...
Writing Center 1/28/13 How to Analyze a Case Study Adapted from Ellet, W. (2007). The case study handbook.Boston, MA: Harvard Business School. A business case simulates a real situation and has three characteristics: 1. a significant issue, 2. enough information to reach a reasonable conclusion, 3. no stated conclusion.
Drafting the Case. A draft of your analysis should include these sections: Identify the key problems and issues in the case study. ââŹÂ˘ Formulate and include a thesis statement, summarizing the outcome of your analysis in 1ââŹ"2 sentences. Set the scene: background information, relevant facts, and the most important issues.
Stages essential for analysing and writing a case study report may include: 1. Define the task. Your first step is to read the case and all the instructions for the assignment. Use the checklist as a guide. You can print out this checklist to record your definition of the task. You may find it helpful to compare and discuss your understanding ...
This is a financial case study with its nuances. It would be good to take into account if you are dealing with a case study in finance. 4. Knowledge Dissemination. This case study focuses on the Amish population and their usage of non-traditional medicine. This analysis discusses the case on several levels.
Case study examples. 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 customer's shoes.
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.
Case Study Analysis is a widely used research method that examines in-depth information about a particular individual, group, organization, or event. It is a comprehensive investigative approach that aims to understand the intricacies and complexities of the subject under study. Through the analysis of real-life scenarios and inquiry into ...
Case study protocol is a formal document capturing the entire set of procedures involved in the collection of empirical material . It extends direction to researchers for gathering evidences, empirical material analysis, and case study reporting . This section includes a step-by-step guide that is used for the execution of the actual study.
Step 1: Ditch the deliverables. Too many case studies are based on what the designer did. Online case studies are typically structured as a series of headlines with supporting paragraphs of text and visuals. Like this: Headline. 2-3 paragraphs of text with context. Ex: "I synthesized my research into a persona that modeled the target user".
What do they want to get out of this case study. Use headings that will empower them to get that info. Hubspot's use in this Best Practices post is excellent - #4 is the headings section. ( source) Skimming. Know that very few readers are going to do more than skim through the headers and they will only read the sections they feel most important.
A case study is one of the most commonly used methodologies of social research. This article attempts to look into the various dimensions of a case study research strategy, the different epistemological strands which determine the particular case study type and approach adopted in the field, discusses the factors which can enhance the effectiveness of a case study research, and the debate ...
The best way to learn how to write one is by reading a stellar business case study example. What is a case study? A case study is a document business-to-business (B2B) companies use to illustrate how their product or service helped a client achieve their goals. A winning case study introduces the featured client, gives a brief description of their challenge or goal, and showcases the results ...
Published: 18 July 2024 Summary. Revenue and retention leaders must adopt a data-driven approach to understand why they win and lose deals. This case study explores how Randstad Enterprise implemented a high-touch win/loss analysis program to improve customer understanding through live interviews and surveys with B2B buyers.
A U.S. judge in Florida on Monday dismissed the criminal case accusing Donald Trump of illegally keeping classified documents after leaving office, handing the Republican former president another ...
We addressed this knowledge gap using low-SD sugarcane (Saccharum spp. hybrid) as a case study alongside a meta-analysis of data from 10 species. Transgenic expression of EPIDERMAL PATTERNING FACTOR 2 from Sorghum bicolor (SbEFP2) in sugarcane reduced SD by 26-38% but did not affect g sw compared to wildtype. Further, no changes occurred in ...
The research employs a multi-dimensional approach, encompassing strategies of architectural design with a traditional planning approach, sustainable material selection, energy efficiency, and life cycle assessment across a diverse set of case studies. Building energy analysis is conducted through the application of BIM (Ecotect), providing ...
The proposed methodology was tested using a case study in the Mediterranean region of the Valencian Community (Spain): landscape dynamics were assessed over the period 1992-2015, while the HSI was tested with the European rabbit (Oryctolagus cuniculus) as the target species. The results obtained in terms of landscape dynamics showed a growing ...
The findings from the Pearson correlation analysis in the Orange Software suggest that the correlated spatial-thermal heatmap better represents students' actual behaviour with a high correlation coefficient of 0.84 (p = 0.84). Furthermore, this study sheds light on how students' dynamic and static behaviours are linked to the schoolyard's ...
It includes a content analysis of research materials on CCU deployment and a case study modeling the economic viability of producing methanol from CO 2 in Russia. The findings indicate that the estimated minimum price for CO 2 -based methanol to achieve project payback is USD 1128 per ton, compared to approximately USD 400 per ton for ...
Opinion mining has witnessed significant advancements in well-resourced languages. However, for low-resource languages, this landscape remains relatively unexplored. This paper addresses this gap by conducting a comprehensive investigation into sentiment analysis in the context of Hausa, one of the most widely spoken languages within the Afro-Asiatic family. To resolve the problem, three ...