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How to Write a Case Study [+ Design Tips]
By Ronita Mohan , Aug 26, 2021
![How to Write a Case Study [+ Design Tips] Blog Header](https://venngage-wordpress.s3.amazonaws.com/uploads/2021/08/How-to-Write-a-Case-Study-Design-Tips-Blog-Header.png "small business plan case study designs")
You need an impactful medium to share your business successes with potential customers and partners. The best way to showcase your brand is by designing a case study.
Case studies are a method of research and storytelling. They help readers gain a better understanding of a subject or process.
In this guide, we’ll explain how to write a case report that markets your business, as well as some design tips.
Don’t know how to start designing case studies? Create a case study with Venngage’s templates. No design experience required.
START CREATING FOR FREE
Click to jump ahead:
Case study defined, what is the purpose of a case study, what is the format of a case study, how do you write a business case study, case study design tips, case study faqs.
A case study is used in business, psychology, epidemiology, as well as the medical and scientific fields. These reports are also used for social and political work.
Case studies are defined as documents that examine a person, groups of people, events, operations and processes.
For marketing purposes, a case analysis can be a document that outlines problems faced by a customer. It also shares the solutions a brand provided to solve them, such as in the case report below.
USE THIS CASE STUDY TEMPLATE
Case studies usually share success stories for a business partnership or client. But case reports can also be used to analyze a process that went wrong.
This type of study will outline the need for improvements and suggest next steps. As a result, these case studies are not shared externally.
You can look at some case study examples for inspiration to design your report. Read on to learn about the importance of case studies and how to write them.
Related: What is a Case Study? [+6 Types of Case Studies]
Return to Table of Contents
Case studies are effective marketing tools that build trust and act as social proof for your brand.
Customers are more likely to choose your company if they know that other businesses like theirs have also benefited.
More importantly, when a customer participates in creating a case report with a brand, they endorse the company and their experience with it.
In other words, a business report , like the example below, acts as a recommendation to anyone on the fence about working with your brand or using your products.
CREATE THIS REPORT TEMPLATE
Related: Report Design Ideas to ENGAGE Readers [10+ Tips & Templates]
A case study can be of varying lengths. It can also take a variety of forms, such as a simple two-page document or a Venngage business infographic like the one below.
Most business case studies feature the following five sections.
Related: What is an Infographic? Examples, Templates & Design Tips
- About the company
When creating a case study for marketing, it is best to include a small section about the company. This section can be short, sharing highlights about the company’s goals and missions.
Venngage’s case study templates offer a variety of options for customizing your report.
Overview of the case study
This is a key section of a case study. What is the study about? What was the reason for conducting it? What are the expected results?
The overview doesn’t have to be very long. Two or three paragraphs that sum up what a reader can expect from the report will suffice.
Case study research
You want to show the kind of research, strategy, and approach adopted for your case study. This is the section where you can showcase your process while conducting the analysis, like in this template.
Results of the case study
By far the most important aspect of a case study is the results section. You can choose to share your findings in a few paragraphs.
Alternatively, go down a more visual route by using data visualizations to showcase your results. You can use different types of charts and graphs or use a single number or donut chart.
This case study template is a great example of how to highlight results.
This is also a good section to include a testimonial or quote from your client as social proof.
Related: How to Choose the Best Types of Charts
Conclusion of the case report
You can choose to add a separate conclusion to your case study following the results section. This is where you sum up the process you used in the analysis.
Also, share why the process or campaign was effective and how your brand achieved these results.
Writing a case study requires research and revision. You should have a single objective decided before you start writing.
Case studies in marketing, like the below example, are meant to highlight your company’s successes. Choosing a client to showcase is also an important step in the writing process.
Below, we share the top steps to complete when writing a case study to promote your business.
Determine your objective
Before you start writing case studies, decide what the main objective for this exercise is. Case reports don’t have the potential to go viral, nor are they shareable on social media.
But a case study is an effective tool for converting prospects into customers. They can also encourage business partners to take that final step and sign on the dotted line.
You need to approach your case analysis differently than all other content. This is why you need to have an objective for undergoing the process of writing a case study.
For example, this report shows how the fictional company Toy Crates used the services of Ad Factory to significantly increase its sales.
The main objective of your case study is to highlight your business processes. You should also show the benefits of using your product. But there needs to be a relatable angle for whoever is reading your study.
Possible angles for a case study can be:
- Audience growth
- Launch of a new type of product
- Entry into a new market
- Improvements in conversion rates
- Increased revenue
- Increased traffic or social media impressions
- Technology or software adoption
This case study focuses on lead generation. The report showcases the efforts behind boosting the client’s lead generation program and the successes achieved.
Once you determine the best objective for your analysis, you can move onto the next step. Look for a client that best showcases positive aspects of your company.
Choose the right client
You need a particular type of client as the subject of your case study. This client will be a loyal customer. They should be willing to participate in the study. The client should also align with the objective of your study.
Pick a customer who knows your product inside and out. They should not be someone who used your product once and had success with it.
You want to showcase consistent and high-quality results over a period of time. In this example, the fictional Ad Factory also showcased Loot Box as a client that had success with their brand.
USE THIS CASE REPORT TEMPLATE
You also want to choose customers who have had success directly from using your product. If a brand has seen overall growth and your product was just part of that success, it won’t make for a compelling case study.
Contacting your client for the case study
The customer you choose for your case study should know what the process entails.
Be open in your communication about what you need to put together the case report. This could be communicated through calls, email conversations, or a project management tool.
Set a deadline and share a project timeline so the client knows what the process will look like. Let them know what documentation or statistics you will need for them before you start writing.
Offer something in exchange for participating in the case study. These could be product discounts, a temporary upgrade, a mention in your newsletter, social media, or increased brand awareness.
USE THIS CASE REPORT TEMPLATE
It is imperative that you let the customer know how their information and data will be used. Tell them if you’re posting the case analysis to your blog, sharing it on YouTube, or with your email subscribers.
Some clients may not want their professional information shared with large audiences, so clarify this step of the process first.
Related: 40+ Timeline Template Examples and Design Tips
Research your case study
Once your client agrees to participate in the case analysis, you can begin researching. Remember the objective of your case study and research the subject accordingly.
For example, we wanted to show how infographics help businesses grow their audience. We contacted our user, ChadSan , who had seen massive growth after adding infographics to their marketing campaigns.
We put our findings into a research infographic along with quotes from the client, charts and graphs.
To do this, we researched the content ChadSan created before and compared their traffic to when they started using infographics.
It’s also important to look at the industry your client is in so you have an idea of what success looks like in that sector.
Client interviews
Conducting interviews with clients is a good way to get information for your case report.
You can hold interviews via video call, which you should record to double-check later or conduct the interview via email.
Email interviews might require follow-ups if you need further clarification on particular questions.
Asking the right questions is crucial during the research phase. You don’t want ‘yes’ or ‘no’ as an answer. You need qualified information and data to build out a case study, like the one below.
USE THIS CASE REPORT TEMPLATE
For example, we asked our contact at ChadSan for her experience using infographics in her marketing. We also asked about her main challenges, why she had chosen Venngage and the benefits of using Venngage.
This is also the stage when you can ask for concrete examples of how your product benefited your client.
We asked ChadSan to share some examples of the infographics they had created using our templates. This helped show our product in use, further social proof of the advantages of using Venngage infographics.
Create the case study outline
With the client interview completed, gather the data you have and start writing the outline for the case report. Remember the case study format we shared earlier when you’re preparing the outline.
This will help you design a case study that is memorable, like this example.
For a case study blog post, you should prepare the following:
- Overview of the study
- The results, with charts
- Call to action
Write a few notes for each point that you can elaborate on in the next writing stage. By following this process, you can build out a case study like this example.
Draft your case report
The outline is your starting point for drafting the case report. Like any other piece of content you create, a case study needs to be engaging. It also needs a beginning, a middle and an end.
Use classic marketing storytelling approaches when writing case studies. Introduce your characters (the client), the conflict (the business problem), the resolution (the benefits of your product).
By using this technique, you can write a case study like this example.
Conclude with an analysis of your success and a testimonial recommending your product and brand.
Finalize your case study
Revise your study and ask one or two colleagues to glance over it to catch any mistakes you may have missed.
You should send the report to the client you’re showcasing for their approval. When you and the client are satisfied with the case study, an infographic study like the one below is ready to be published.
Share a link to the case study with the client to promote on their platforms. You can share the case report on your social channels, with partners and to your email subscribers.
Now that you know how to write your case report, here are some tips on case study design. Improving the aesthetics and usability of your study will make it memorable to read. In the long run, the study will help boost brand awareness.
Use a case study template
Make the case study design process easier by using a template. Venngage offers a variety of customizable case study templates , like this one, to make any study attractive and engaging.
Choose a template from Venngage’s library and edit it to fit your needs. Change the text, upload visuals or choose images from our stock photo integration. Pick icons from the 40,000+ icons available to better reflect your story.
With Venngage for Business , you can get priority support while designing your study.
You can also access real-time collaboration features so you can design your case study with team members.
Incorporate white space
A great way to make your case study engaging is to incorporate one important rule of design: use plenty of white space.
White space is all the blank areas around your text and visuals. This space gives your information room to breathe and makes it easier for readers to absorb your story.
Take a look at this template for inspiration. There is plenty of room around each element. This makes the study easier to navigate.
Write short paragraphs of two or three lines and use bullet points to create more space around your text. Leave room around your visuals, as well, so users can move through the sections easily.
Related: The Ultimate Guide to Design Thinking
Visualize data for your case study
Case studies include a great deal of information but that doesn’t mean they need to be packed full of text. Visuals are a great way to catch the eye and keep users interested in your report.
Statistics are a key element of case reports but numbers on their own can get lost. Instead, visualize your data using Venngage’s chart maker and graph maker .
Design pie charts, bar graphs, donut charts, line and area graphs, or maps to visualize numerous types of data for your case studies, like in this example.
Related: How to Tell a Story With Data: A Guide for Beginners
Add branding to case reports
Branding is an important facet of case reports. Anybody reading the study should know which companies were involved, both the client and your brand.
Add recognizable brand elements such as your logo and the client’s logo. Use your brand colors and brand fonts throughout your case study design.
Ensure that your design adheres to your brand guidelines , including your brand voice.
Take a look at this case study infographic Venngage created with Baptist Care. We incorporated both our logos in the infographic. We also used the brand colors and fonts of both companies.
You can easily add your branding to case report templates using Venngage’s My Brand Kit tool. Input your website and the Autobrand feature will apply your branding across all your designs.
What subjects are covered in a case study?
Depending on the field of study, case reports can examine a variety of subjects, including:
- a group of people
- an organization or business
For example, case studies in psychology may be focused on a person or groups of people. Medical case reports might study events or groups of patients.
Businesses can examine other organizations, as in this example, or events.
What are the characteristics of a case study?
Case studies are characterized by the units or subjects they examine. These units need to be studied in totality. Every aspect of the person, organization or event needs to be included.
Reports should also be qualitative as well as quantitative. This means that case study research describes problems and solutions.
It also backs those assumptions up with data. Both aspects must be included in the analysis, as in this example.
How can you design a case study with Venngage?
Venngage makes it easy to design case studies by offering numerous editable templates. Create an account with Venngage and browse the library for a template.
Customize the template, like the one below, in the easy-to-use drag-and-drop editor. Add text, pick colors , icons, add photos and charts and graphs.
Upload photos with Venngage. Drag and drop images into the Venngage editor and customize your reports in seconds.
Use a case study to highlight your brand’s successes
A case study can be a powerful marketing tool that showcases the advantages of using your product.
By highlighting real clients and their successes, you can provide social proof to potential customers and partners.
Designing case studies has never been easier. Use Venngage’s templates to create engaging reports to impress your audiences and help you grow your client base.
6 Brilliant Case Study Examples for Small Businesses
Every business starts small.
The success of a business lies in its strategy to overcome any challenge during its journey.
If you are trying to take your business to new heights, start identifying challenges and create solutions.
The best way is to learn from sundry success stories.
There are several case studies of different businesses that can teach you which strategy to take for selling your product and attracting the target audience.
In this article, we will discuss some of the top case study examples that can assist in upscaling small businesses.
Let’s begin.
Interesting read: 9 Small Budget Marketing Ideas to Grow Your Business
Challenges Faced by Small Businesses
As far as businesses go, there are always hurdles that need to be defeated. Starting a business is itself a big achievement for entrepreneurs, but the main challenge is maintaining one.
There are three common challenges businesses need to overcome. These include managing the expenses, hiring people, and following new trends to develop a customer base.
1. Increased Expenses
Every business revolves around money. There are different areas where businesses have to spend their money. But the issue is handling the financial hurdles. With an unplanned budget and financial advice, businesses will be spending more than they need to.
Keeping an eye on expenses is important because the expenses determine the profit the business will make.
However, it is not easy to reduce the expense. It’s affected by demand and supply. If businesses need to keep up with the market’s demands, then the chance of increasing expenses is 100%.
2. More and Skilled Manpower Required
Businesses don’t run themselves. They need manpower with skills to handle different departments. Generally, the number of employees in a small business ranges from 1 to 500 people. Getting this manpower is easy but getting a skilled one is difficult and time-consuming.
Whenever looking for manpower, businesses need to decide what skills they want in their candidate. The problem is candidates can’t always fulfill all the requirements. Besides, hiring manpower also increases the expenses.
3. Keeping Up With the Latest Trends
The market is fluid. It changes and introduces new trends. Small businesses need to keep up with the changing trends to keep their business growing. But this is where many businesses start to fall apart.
The thing about new trends is that businesses need to sell their products at the right time. It means they have to keep on studying the market to speculate their next products. If a small business fails to deliver during the peak of the trend, then it will suffer a heavy loss.
Solutions to Grow a Small Business
The best thing about businesses is that there is an attempt to find a solution for every challenge. It brings out the competition in the market, which is huge for surfacing different kinds of solutions a business can adopt.
1. Reduce the Expenses
When it comes to expenses, businesses are focused on spending huge sums on communication because communication is the key element of increasing customers and revenue. It’s not a big problem for big companies, but it is expensive for small businesses.
Fortunately, the cloud telephony system has removed the dilemma while making business budgets because cloud phone services are cheaper than plain old telephone services.
It reduces the initial cost of new businesses up to 90%. Recent surveys suggest that over 74% of businesses prioritize cloud phone systems as their urgent investment.
The same goes for marketing which is necessary to attract potential customers. Small businesses don’t have enough budget to advertise their products.
The best solution for this is using social media platforms like Instagram, Twitter, Facebook, etc. to promote and sell their products .
Case Study: Coffman Engineers
Coffman Engineers clearly states that although the cost of using a virtual phone number adhered to cloud phone is 50% more per employee, it still provides overall 25% more savings than plain old telephone service (POTS).
Coffman Engineers have been relying on cloud phones ever since their one office location faced a disaster. Now they have a disaster recovery feature built into their cloud phone system. It helped them to be ready for any disasters without losing communication with employees.
Not just that, they found all the necessary features bundled into one subscription package in a VoIP phone system. Such a facility enabled them to handle all their business communication using only one platform.
Key Takeaways
- Small businesses must invest in cloud telephony for business communication.
- Extensive use of social media to promote and sell your products/service.
2. Improve Employee Productivity
As we have already discussed earlier, manpower is a big challenge for small businesses. Hiring more employees doesn’t mean higher productivity. Businesses need to hire the right candidates to keep their expenses in check and improve productivity.
There are different tools available that can monitor what the employees are doing. Time tracking tools and workforce management tools are key components every business needs.
Especially in remote working scenarios, these tools are crucial to getting the full effort for the employees. Companies have seen a 35%-40% rise in productivity in employees working remotely with the use of tracking tools.
Case study: On The Map Marketing
On The Map Marketing , a digital marketing agency, used time tracking tools that showed that remote working employees tend to work more hours since they can work at flexible hours.
On The Map Marketing first started using the time tracking tool when they were opening their office in Riga, Latvia. The CTO of the company wanted the time spent on different tasks on his computer as well as managing the remote working employees.
Using a time tracking tool , they were able to track their productivity with a detailed report of their daily activities during office hours. It helped them calculate salary bonuses. They also found the productivity level of each employee to determine their value for the company.
- Small businesses should use a time tracking tool to make sure employees focus on their office work.
- Small businesses can track the performance of each employee at office locations or remote working locations.
3. Reward Your Customers
A business becomes successful when it can keep its customers happy. In efforts to upscale a small business quickly, the marketplace has seen a decline in the quality of products and services. It is a primary reason for customer dissatisfaction.
About 45% of business professionals rate customer experience as their top priority for growing a business.
Survey says more than 85% of buyers are willing to spend more for a better customer experience. Therefore, small businesses need to focus on improving their quality of products and services, which is a powerful indicator of customer experience.
Case study: Starbucks
Starbucks introduced a Reward Loyalty Program in which customers collect stars to get exciting rewards. This program drives 40% of Starbucks total sales .
By adapting the gamification method, Starbucks added a reward loyalty program to their already established app. This move drastically increased sales and digital traffic. They brought mobile payment, customer loyalty, and content partnership in one powerful app.
Customers started registering for My Reward via their app. They are given stars(points) in exchange for their interaction in the app or purchase made. The higher the number of stars a customer gets, the better rewards they get.
- Small businesses can give different forms of rewards for more customer engagement.
- Improvement in customer service can drive more sales and attract more customers.
4. Build Your Brand
Small businesses should learn to build their brand image . While marketing any product or service, the brand image is a key factor for understanding how people view your business.
A brand image must first include mission, vision, and values. It also requires a brand positioning statement that can set your business apart from the competitors.
It’s important to create a unique brand personality. For this, businesses need to design a good logo because customers are most likely to recognize a business looking at a logo. They will have to identify their target audience to craft a good brand image.
According to a study, around 89% of users stay loyal to a business with a good brand image .
Case study: Apple
Apple logo is a well-recognized design that reflects the brand value. Over the years, the Apple logo has gone through several design changes.
The most important rebranding of the company came when Steve Jobs changed the logo which impacted the overall personality of the company. Now, this logo is the most recognized logo in the world.
Looking at the Apple logo, customers can feel a sense of trust, reliability, and innovation . It is the main reason for the huge sales of all the Apple products across the globe.
- Branding helps a business build strong relationships with prospects and attract them to be loyal customers.
- Small businesses need to create a strong brand image to sell their products efficiently.
5. Prioritize on Partnerships
Partnerships and collaboration can lift the businesses to maximize their cost savings. It allows businesses to strengthen their programs using available resources and tools.
This has a direct effect on improving the efficiency of their operations. It improves the credibility of the business in the marketplace.
Case study: RENAULT & NISSAN
Renault and Nissan have a strong partnership in automobiles. Their partnership made a remarkable achievement of making up 10% of new car sales worldwide .
Renault and Nissan chose to make an alliance rather than a merger because an alliance has many stronger benefits than a merger would give.
With an alliance, they can access more geographical areas where foreign investments are restricted. These companies got better chances to enter each other’s territory where they were already established companies because of the alliance.
Although they faced numerous challenges including fluctuation in price share, they managed to resolve issues and succeed.
- Small businesses can collaborate with other businesses to increase their chances of higher product sales and profit for everyone.
- Partnership with other businesses allows all parties to take benefits from each other’s strong areas.
6. The Right Marketing Strategy
Every business requires to sell its product and services to the market. Without marketing, a business cannot compete in the marketplace. The first thing about marketing is knowing your target audience and competitors.
When small businesses know who they are competing against, it will help them to see how the competitors are executing their business and attracting their customers.
One such way is to grow your website traffic which can bring you more leads and eventually customers. And how do you increase your website traffic? SEO. If done right, Search Engine Optimization can drive huge traffic to your website to reach your marketing goals.
Case study: Zapier
Zapier used an SEO strategy revolving around long-tail keywords for generating organic traffic to their website. They created 25,000 unique landing pages for unique keywords.
Zapier had a structure and layout for each page including well-optimized human written content. They outsourced SEO content and focused on a playbook for the onboarding process and launched new apps so that they can get partners to write content for them.
On top of that, they also outsourced link building to their partners. These partners wrote valuable guest post content of Zapier on their site and gave a backlink to Zapier. It helped Zapier to get new users as well as drive their website traffic.
- Small Businesses should improve their website traffic by adding more landing pages with relevant content.
- Backlinks through guest posts on other websites can drive more website traffic and attract more prospects.
Now that you have a fair idea of the business challenges and solutions, there is a good chance of delivering a good strategy for growing your small business.
On top of that, the case study examples above will help you view how other businesses overcome their situation to take their business to new heights.
The most important aspect of upscaling a small business is understanding the customer’s needs. Therefore, you should design a persuasive marketing strategy to attract customers and compete with other businesses in the market.
And a good marketing strategy for any business must include social media. And to make the most of your social media marketing efforts try SocialPilot for free today.
Frequently Asked Questions
🌟 how do you upscale a small business.
Upscaling a small business is a very challenging process. Whether it's making a budget or hiring employees, you have to focus on things that are best for your business. Planning, targeting prospects, marketing strategy, etc. are crucial steps for upscaling businesses and competing with big companies.
🌟 What is a small scale business?
Small scale businesses or Small scale industries (SSI) provide products and services on a small level. Normally in the US, a small business consists of less than 250 employees. Also, it has small capital investments and less office space.
🌟 Why do entrepreneurs find it difficult to scale up?
New entrepreneurs find difficulty in scaling up their businesses because they don’t know what to do. Even if they know, they have to face many challenges like market research, finding loans, allocating space, etc. Also, legal matters are always a major concern for making changes.
🌟 Why is scalability important in business?
Scalability is important because it directly impacts business competition, profitability, brand image, and product quality. Since small businesses have huge growth potential and high return on investment (ROI), they have to properly focus on scalability.
🌟 When should you scale a business?
A small business should look for upscaling its business if it has achieved a minimum annual growth of 20% over 2-3 years with only 10 or more active employees.
About the Author
Sujan Thapaliya
Sujan Thapaliya is the CEO and Co-founder of KrispCall . He has a wealth of computer, communications, and security experience. Through KrispCall, he aspires to make business communication safer, reliable, and more affordable.
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28 Case Study Examples Every Marketer Should See
Published: March 08, 2023
Putting together a compelling case study is one of the most powerful strategies for showcasing your product and attracting future customers. But it's not easy to create case studies that your audience can’t wait to read.
In this post, we’ll go over the definition of a case study and the best examples to inspire you.
What is a case study?
A case study is a detailed story of something your company did. It includes a beginning — often discussing a conflict, an explanation of what happened next, and a resolution that explains how the company solved or improved on something.
A case study proves how your product has helped other companies by demonstrating real-life results. Not only that, but marketing case studies with solutions typically contain quotes from the customer. This means that they’re not just ads where you praise your own product. Rather, other companies are praising your company — and there’s no stronger marketing material than a verbal recommendation or testimonial. A great case study is also filled with research and stats to back up points made about a project's results.
There are myriad ways to use case studies in your marketing strategy . From featuring them on your website to including them in a sales presentation, a case study is a strong, persuasive tool that shows customers why they should work with you — straight from another customer. Writing one from scratch is hard, though, which is why we’ve created a collection of case study templates for you to get started.
Fill out the form below to access the free case study templates.
Case Study Kit + Templates
Fill out this form to access free case study templates..
There’s no better way to generate more leads than by writing case studies . But without case study examples to draw inspiration from, it can be difficult to write impactful studies that convince visitors to submit a form.
Marketing Case Study Examples
To help you create an attractive and high-converting case study, we've put together a list of some of our favorites. This list includes famous case studies in marketing, technology, and business.
These studies can show you how to frame your company offers in a way that is both meaningful and useful to your audience. So, take a look, and let these examples inspire your next brilliant case study design.
These marketing case studies with solutions show the value proposition of each product. They also show how each company benefited in both the short and long term using quantitative data. In other words, you don’t get just nice statements, like "This company helped us a lot." You see actual change within the firm through numbers and figures.
You can put your learnings into action with HubSpot's Free Case Study Templates . Available as custom designs and text-based documents, you can upload these templates to your CMS or send them to prospects as you see fit.
1. " How Handled Scaled from Zero to 121 Locations with the Help of HubSpot ," by HubSpot
What's interesting about this case study is the way it leads with the customer. That reflects a major HubSpot cornerstone, which is to always solve for the customer first. The copy leads with a brief description of why the CEO of Handled founded the company and why he thought Handled could benefit from adopting a CRM. The case study also opens up with one key data point about Handled’s success using HubSpot, namely that it grew to 121 locations.
Notice that this case study uses mixed media. Yes, there is a short video, but it's elaborated upon in the other text on the page. So while your case studies can use one or the other, don't be afraid to combine written copy with visuals to emphasize the project's success.
Key Learnings from the HubSpot Case Study Example
- Give the case study a personal touch by focusing on the CEO rather than the company itself.
- Use multimedia to engage website visitors as they read the case study.
2. " The Whole Package ," by IDEO
Here's a design company that knows how to lead with simplicity in its case studies. As soon as the visitor arrives at the page, they’re greeted with a big, bold photo and the title of the case study — which just so happens to summarize how IDEO helped its client. It summarizes the case study in three snippets: The challenge, the impact, and the outcome.
Immediately, IDEO communicates its impact — the company partnered with H&M to remove plastic from its packaging — but it doesn't stop there. As the user scrolls down, the challenge, impact, and progress are elaborated upon with comprehensive (but not overwhelming) copy that outlines what that process looked like, replete with quotes and intriguing visuals.
Key Learnings from the IDEO Case Study Example
- Split up the takeaways of your case studies into bite-sized sections.
- Always use visuals and images to enrich the case study experience, especially if it’s a comprehensive case study.
3. " Rozum Robotics intensifies its PR game with Awario ," by Awario
In this case study, Awario greets the user with a summary straight away — so if you’re feeling up to reading the entire case study, you can scan the snapshot and understand how the company serves its customers. The case study then includes jump links to several sections, such as "Company Profile," "Rozum Robotics' Pains," "Challenge," "Solution," and "Results and Improvements."
The sparse copy and prominent headings show that you don’t need a lot of elaborate information to show the value of your products and services. Like the other case study examples on this list, it includes visuals and quotes to demonstrate the effectiveness of the company’s efforts. The case study ends with a bulleted list that shows the results.
Key Learnings from the Awario Robotics Case Study Example
- Create a table of contents to make your case study easier to navigate.
- Include a bulleted list of the results you achieved for your client.
4. " Chevrolet DTU ," by Carol H. Williams
If you’ve worked with a company that’s well-known, use only the name in the title — like Carol H. Williams, one of the nation’s top advertising agencies, does here. The "DTU," stands for "Discover the Unexpected." It generates interest because you want to find out what the initials mean.
They keep your interest in this case study by using a mixture of headings, images, and videos to describe the challenges, objectives, and solutions of the project. The case study closes with a summary of the key achievements that Chevrolet’s DTU Journalism Fellows reached during the project.
Key Learnings from the Carol H. Williams Case Study Example
- If you’ve worked with a big brand before, consider only using the name in the title — just enough to pique interest.
- Use a mixture of headings and subheadings to guide users through the case study.
5. " How Fractl Earned Links from 931 Unique Domains for Porch.com in a Single Year ," by Fractl
Fractl uses both text and graphic design in their Porch.com case study to immerse the viewer in a more interesting user experience. For instance, as you scroll, you'll see the results are illustrated in an infographic-design form as well as the text itself.
Further down the page, they use icons like a heart and a circle to illustrate their pitch angles, and graphs to showcase their results. Rather than writing which publications have mentioned Porch.com during Fractl’s campaign, they incorporated the media outlets’ icons for further visual diversity.
Key Learnings from the Fractl Case Study Example
- Let pictures speak for you by incorporating graphs, logos, and icons all throughout the case study.
- Start the case study by right away stating the key results, like Fractl does, instead of putting the results all the way at the bottom.
6. " The Met ," by Fantasy
What's the best way to showcase the responsiveness and user interface of a website? Probably by diving right into it with a series of simple showcases— which is exactly what Fantasy does on their case study page for the Metropolitan Museum of Art. They keep the page simple and clean, inviting you to review their redesign of the Met’s website feature-by-feature.
Each section is simple, showing a single piece of the new website's interface so that users aren’t overwhelmed with information and can focus on what matters most.
If you're more interested in text, you can read the objective for each feature. Fantasy understands that, as a potential customer, this is all you need to know. Scrolling further, you're greeted with a simple "Contact Us" CTA.
Key Learnings from the Fantasy Case Study Example
- You don’t have to write a ton of text to create a great case study. Focus on the solution you delivered itself.
- Include a CTA at the bottom inviting visitors to contact you.
7. " Rovio: How Rovio Grew Into a Gaming Superpower ," by App Annie
If your client had a lot of positive things to say about you, take a note from App Annie’s Rovio case study and open up with a quote from your client. The case study also closes with a quote, so that the case study doesn’t seem like a promotion written by your marketing team but a story that’s taken straight from your client’s mouth. It includes a photo of a Rovio employee, too.
Another thing this example does well? It immediately includes a link to the product that Rovio used (namely, App Annie Intelligence) at the top of the case study. The case study closes with a call-to-action button prompting users to book a demo.
Key Learnings from the App Annie Case Study Example
- Feature quotes from your client at the beginning and end of the case study.
- Include a mention of the product right at the beginning and prompt users to learn more about the product.
8. " Embracing first-party data: 3 success stories from HubSpot ," by Think with Google
Google takes a different approach to text-focused case studies by choosing three different companies to highlight.
The case study is clean and easily scannable. It has sections for each company, with quotes and headers that clarify the way these three distinct stories connect. The simple format also uses colors and text that align with the Google brand.
Another differentiator is the focus on data. This case study is less than a thousand words, but it's packed with useful data points. Data-driven insights quickly and clearly show how the value of leveraging first-party data while prioritizing consumer privacy.
Key Learnings from the Think with Google Case Study Example
- A case study doesn’t need to be long or complex to be powerful.
- Clear data points are a quick and effective way to prove value.
9. " In-Depth Performance Marketing Case Study ," by Switch
Switch is an international marketing agency based in Malta that knocks it out of the park with this case study. Its biggest challenge is effectively communicating what it did for its client without ever revealing the client’s name. It also effectively keeps non-marketers in the loop by including a glossary of terms on page 4.
The PDF case study reads like a compelling research article, including titles like "In-Depth Performance Marketing Case Study," "Scenario," and "Approach," so that readers get a high-level overview of what the client needed and why they approached Switch. It also includes a different page for each strategy. For instance, if you’d only be interested in hiring Switch for optimizing your Facebook ads, you can skip to page 10 to see how they did it.
The PDF is fourteen pages long but features big fonts and plenty of white space, so viewers can easily skim it in only a few minutes.
Key Learnings from the Switch Case Study Example
- If you want to go into specialized information, include a glossary of terms so that non-specialists can easily understand.
- Close with a CTA page in your case study PDF and include contact information for prospective clients.
10. " Gila River ," by OH Partners
Let pictures speak for you, like OH Partners did in this case study. While you’ll quickly come across a heading and some text when you land on this case study page, you’ll get the bulk of the case study through examples of actual work OH Partners did for its client. You will see OH Partners’ work in a billboard, magazine, and video. This communicates to website visitors that if they work with OH Partners, their business will be visible everywhere.
And like the other case studies here, it closes with a summary of what the firm achieved for its client in an eye-catching way.
Key Learnings from the OH Partners Case Study Example
- Let the visuals speak by including examples of the actual work you did for your client — which is especially useful for branding and marketing agencies.
- Always close out with your achievements and how they impacted your client.
11. " Facing a Hater ," by Digitas
Digitas' case study page for Sprite’s #ILOVEYOUHATER campaign keeps it brief while communicating the key facts of Digitas’ work for the popular soda brand. The page opens with an impactful image of a hundred people facing a single man. It turns out, that man is the biggest "bully" in Argentina, and the people facing him are those whom he’s bullied before.
Scrolling down, it's obvious that Digitas kept Sprite at the forefront of their strategy, but more than that, they used real people as their focal point. They leveraged the Twitter API to pull data from Tweets that people had actually tweeted to find the identity of the biggest "hater" in the country. That turned out to be @AguanteElCofler, a Twitter user who has since been suspended.
Key Learnings from the Digitas Case Study Example
- If a video was part of your work for your client, be sure to include the most impactful screenshot as the heading.
- Don’t be afraid to provide details on how you helped your client achieve their goals, including the tools you leveraged.
12. " Better Experiences for All ," by HermanMiller
HermanMiller sells sleek, utilitarian furniture with no frills and extreme functionality, and that ethos extends to its case study page for a hospital in Dubai.
What first attracted me to this case study was the beautiful video at the top and the clean user experience. User experience matters a lot in a case study. It determines whether users will keep reading or leave. Another notable aspect of this case study is that the video includes closed-captioning for greater accessibility, and users have the option of expanding the CC and searching through the text.
HermanMiller’s case study also offers an impressive amount of information packed in just a few short paragraphs for those wanting to understand the nuances of their strategy. It closes out with a quote from their client and, most importantly, the list of furniture products that the hospital purchased from the brand.
Key Learnings from the HermanMiller Case Study Example
- Close out with a list of products that users can buy after reading the case study.
- Include accessibility features such as closed captioning and night mode to make your case study more user-friendly.
13. " Capital One on AWS ," by Amazon
Do you work continuously with your clients? Consider structuring your case study page like Amazon did in this stellar case study example. Instead of just featuring one article about Capital One and how it benefited from using AWS, Amazon features a series of articles that you can then access if you’re interested in reading more. It goes all the way back to 2016, all with different stories that feature Capital One’s achievements using AWS.
This may look unattainable for a small firm, but you don’t have to go to extreme measures and do it for every single one of your clients. You could choose the one you most wish to focus on and establish a contact both on your side and your client’s for coming up with the content. Check in every year and write a new piece. These don’t have to be long, either — five hundred to eight hundred words will do.
Key Learnings from the Amazon AWS Case Study Example
- Write a new article each year featuring one of your clients, then include links to those articles in one big case study page.
- Consider including external articles as well that emphasize your client’s success in their industry.
14. " HackReactor teaches the world to code #withAsana ," by Asana
While Asana's case study design looks text-heavy, there's a good reason. It reads like a creative story, told entirely from the customer's perspective.
For instance, Asana knows you won't trust its word alone on why this product is useful. So, they let Tony Phillips, HackReactor CEO, tell you instead: "We take in a lot of information. Our brains are awful at storage but very good at thinking; you really start to want some third party to store your information so you can do something with it."
Asana features frequent quotes from Phillips to break up the wall of text and humanize the case study. It reads like an in-depth interview and captivates the reader through creative storytelling. Even more, Asana includes in-depth detail about how HackReactor uses Asana. This includes how they build templates and workflows:
"There's a huge differentiator between Asana and other tools, and that’s the very easy API access. Even if Asana isn’t the perfect fit for a workflow, someone like me— a relatively mediocre software engineer—can add functionality via the API to build a custom solution that helps a team get more done."
Key Learnings from the Asana Example
- Include quotes from your client throughout the case study.
- Provide extensive detail on how your client worked with you or used your product.
15. " Rips Sewed, Brand Love Reaped ," by Amp Agency
Amp Agency's Patagonia marketing strategy aimed to appeal to a new audience through guerrilla marketing efforts and a coast-to-coast road trip. Their case study page effectively conveys a voyager theme, complete with real photos of Patagonia customers from across the U.S., and a map of the expedition. I liked Amp Agency's storytelling approach best. It captures viewers' attention from start to finish simply because it's an intriguing and unique approach to marketing.
Key Learnings from the Amp Agency Example
- Open up with a summary that communicates who your client is and why they reached out to you.
- Like in the other case study examples, you’ll want to close out with a quantitative list of your achievements.
16. " NetApp ," by Evisort
Evisort opens up its NetApp case study with an at-a-glance overview of the client. It’s imperative to always focus on the client in your case study — not on your amazing product and equally amazing team. By opening up with a snapshot of the client’s company, Evisort places the focus on the client.
This case study example checks all the boxes for a great case study that’s informative, thorough, and compelling. It includes quotes from the client and details about the challenges NetApp faced during the COVID pandemic. It closes out with a quote from the client and with a link to download the case study in PDF format, which is incredibly important if you want your case study to be accessible in a wider variety of formats.
Key Learnings from the Evisort Example
- Place the focus immediately on your client by including a snapshot of their company.
- Mention challenging eras, such as a pandemic or recession, to show how your company can help your client succeed even during difficult times.
17. " Copernicus Land Monitoring – CLC+ Core ," by Cloudflight
Including highly specialized information in your case study is an effective way to show prospects that you’re not just trying to get their business. You’re deep within their industry, too, and willing to learn everything you need to learn to create a solution that works specifically for them.
Cloudflight does a splendid job at that in its Copernicus Land Monitoring case study. While the information may be difficult to read at first glance, it will capture the interest of prospects who are in the environmental industry. It thus shows Cloudflight’s value as a partner much more effectively than a general case study would.
The page is comprehensive and ends with a compelling call-to-action — "Looking for a solution that automates, and enhances your Big Data system? Are you struggling with large datasets and accessibility? We would be happy to advise and support you!" The clean, whitespace-heavy page is an effective example of using a case study to capture future leads.
Key Learnings from the Cloudflight Case Study Example
- Don’t be afraid to get technical in your explanation of what you did for your client.
- Include a snapshot of the sales representative prospects should contact, especially if you have different sales reps for different industries, like Cloudflight does.
18. " Valvoline Increases Coupon Send Rate by 76% with Textel’s MMS Picture Texting ," by Textel
If you’re targeting large enterprises with a long purchasing cycle, you’ll want to include a wealth of information in an easily transferable format. That’s what Textel does here in its PDF case study for Valvoline. It greets the user with an eye-catching headline that shows the value of using Textel. Valvoline saw a significant return on investment from using the platform.
Another smart decision in this case study is highlighting the client’s quote by putting it in green font and doing the same thing for the client’s results because it helps the reader quickly connect the two pieces of information. If you’re in a hurry, you can also take a look at the "At a Glance" column to get the key facts of the case study, starting with information about Valvoline.
Key Learnings from the Textel Case Study Example
- Include your client’s ROI right in the title of the case study.
- Add an "At a Glance" column to your case study PDF to make it easy to get insights without needing to read all the text.
19. " Hunt Club and Happeo — a tech-enabled love story ," by Happeo
In this blog-post-like case study, Happeo opens with a quote from the client, then dives into a compelling heading: "Technology at the forefront of Hunt Club's strategy." Say you’re investigating Happeo as a solution and consider your firm to be technology-driven. This approach would spark your curiosity about why the client chose to work with Happeo. It also effectively communicates the software’s value proposition without sounding like it’s coming from an in-house marketing team.
Every paragraph is a quote written from the customer’s perspective. Later down the page, the case study also dives into "the features that changed the game for Hunt Club," giving Happeo a chance to highlight some of the platform’s most salient features.
Key Learnings from the Happeo Case Study Example
- Consider writing the entirety of the case study from the perspective of the customer.
- Include a list of the features that convinced your client to go with you.
20. " Red Sox Season Campaign ," by CTP Boston
What's great about CTP's case study page for their Red Sox Season Campaign is their combination of video, images, and text. A video automatically begins playing when you visit the page, and as you scroll, you'll see more embedded videos of Red Sox players, a compilation of print ads, and social media images you can click to enlarge.
At the bottom, it says "Find out how we can do something similar for your brand." The page is clean, cohesive, and aesthetically pleasing. It invites viewers to appreciate the well-roundedness of CTP's campaign for Boston's beloved baseball team.
Key Learnings from the CTP Case Study Example
- Include a video in the heading of the case study.
- Close with a call-to-action that makes leads want to turn into prospects.
21. " Acoustic ," by Genuine
Sometimes, simple is key. Genuine's case study for Acoustic is straightforward and minimal, with just a few short paragraphs, including "Reimagining the B2B website experience," "Speaking to marketers 1:1," and "Inventing Together." After the core of the case study, we then see a quote from Acoustic’s CMO and the results Genuine achieved for the company.
The simplicity of the page allows the reader to focus on both the visual aspects and the copy. The page displays Genuine's brand personality while offering the viewer all the necessary information they need.
- You don’t need to write a lot to create a great case study. Keep it simple.
- Always include quantifiable data to illustrate the results you achieved for your client.
22. " Using Apptio Targetprocess Automated Rules in Wargaming ," by Apptio
Apptio’s case study for Wargaming summarizes three key pieces of information right at the beginning: The goals, the obstacles, and the results.
Readers then have the opportunity to continue reading — or they can walk away right then with the information they need. This case study also excels in keeping the human interest factor by formatting the information like an interview.
The piece is well-organized and uses compelling headers to keep the reader engaged. Despite its length, Apptio's case study is appealing enough to keep the viewer's attention. Every Apptio case study ends with a "recommendation for other companies" section, where the client can give advice for other companies that are looking for a similar solution but aren’t sure how to get started.
Key Learnings from the Apptio Case Study Example
- Put your client in an advisory role by giving them the opportunity to give recommendations to other companies that are reading the case study.
- Include the takeaways from the case study right at the beginning so prospects quickly get what they need.
23. " Airbnb + Zendesk: building a powerful solution together ," by Zendesk
Zendesk's Airbnb case study reads like a blog post, and focuses equally on Zendesk and Airbnb, highlighting a true partnership between the companies. To captivate readers, it begins like this: "Halfway around the globe is a place to stay with your name on it. At least for a weekend."
The piece focuses on telling a good story and provides photographs of beautiful Airbnb locations. In a case study meant to highlight Zendesk's helpfulness, nothing could be more authentic than their decision to focus on Airbnb's service in such great detail.
Key Learnings from the Zendesk Case Study Example
- Include images of your client’s offerings — not necessarily of the service or product you provided. Notice how Zendesk doesn’t include screenshots of its product.
- Include a call-to-action right at the beginning of the case study. Zendesk gives you two options: to find a solution or start a trial.
24. " Biobot Customer Success Story: Rollins College, Winter Park, Florida ," by Biobot
Like some of the other top examples in this list, Biobot opens its case study with a quote from its client, which captures the value proposition of working with Biobot. It mentions the COVID pandemic and goes into detail about the challenges the client faced during this time.
This case study is structured more like a news article than a traditional case study. This format can work in more formal industries where decision-makers need to see in-depth information about the case. Be sure to test different methods and measure engagement .
Key Learnings from the Biobot Case Study Example
- Mention environmental, public health, or economic emergencies and how you helped your client get past such difficult times.
- Feel free to write the case study like a normal blog post, but be sure to test different methods to find the one that best works for you.
25. " Discovering Cost Savings With Efficient Decision Making ," by Gartner
You don't always need a ton of text or a video to convey your message — sometimes, you just need a few paragraphs and bullet points. Gartner does a fantastic job of quickly providing the fundamental statistics a potential customer would need to know, without boggling down their readers with dense paragraphs. The case study closes with a shaded box that summarizes the impact that Gartner had on its client. It includes a quote and a call-to-action to "Learn More."
Key Learnings from the Gartner Case Study Example
- Feel free to keep the case study short.
- Include a call-to-action at the bottom that takes the reader to a page that most relates to them.
26. " Bringing an Operator to the Game ," by Redapt
This case study example by Redapt is another great demonstration of the power of summarizing your case study’s takeaways right at the start of the study. Redapt includes three easy-to-scan columns: "The problem," "the solution," and "the outcome." But its most notable feature is a section titled "Moment of clarity," which shows why this particular project was difficult or challenging.
The section is shaded in green, making it impossible to miss. Redapt does the same thing for each case study. In the same way, you should highlight the "turning point" for both you and your client when you were working toward a solution.
Key Learnings from the Redapt Case Study Example
- Highlight the turning point for both you and your client during the solution-seeking process.
- Use the same structure (including the same headings) for your case studies to make them easy to scan and read.
27. " Virtual Call Center Sees 300% Boost In Contact Rate ," by Convoso
Convoso’s PDF case study for Digital Market Media immediately mentions the results that the client achieved and takes advantage of white space. On the second page, the case study presents more influential results. It’s colorful and engaging and closes with a spread that prompts readers to request a demo.
Key Learnings from the Convoso Case Study Example
- List the results of your work right at the beginning of the case study.
- Use color to differentiate your case study from others. Convoso’s example is one of the most colorful ones on this list.
28. " Ensuring quality of service during a pandemic ," by Ericsson
Ericsson’s case study page for Orange Spain is an excellent example of using diverse written and visual media — such as videos, graphs, and quotes — to showcase the success a client experienced. Throughout the case study, Ericsson provides links to product and service pages users might find relevant as they’re reading the study.
For instance, under the heading "Preloaded with the power of automation," Ericsson mentions its Ericsson Operations Engine product, then links to that product page. It closes the case study with a link to another product page.
Key Learnings from the Ericsson Case Study Example
- Link to product pages throughout the case study so that readers can learn more about the solution you offer.
- Use multimedia to engage users as they read the case study.
Start creating your case study.
Now that you've got a great list of examples of case studies, think about a topic you'd like to write about that highlights your company or work you did with a customer.
A customer’s success story is the most persuasive marketing material you could ever create. With a strong portfolio of case studies, you can ensure prospects know why they should give you their business.
Editor's note: This post was originally published in August 2018 and has been updated for comprehensiveness.
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Business case studies are important as they help us understand how real-life business scenarios are different from classroom teaching. Businesses are dynamic, meaning they are susceptible to external forces. A business case study tells us how a particular business responded to a unique situation. Other businesses can learn from them and be prepared for what can happen, how-to, or how not to respond to a similar situation.
What is a business case study?
A case study is a research tool that is also implemented as a research methodology. It is preferred by many students while writing their bachelor's or master's thesis. A case study gives students a chance to apply theory to a real-life situation, analyse, and draw insights. The business case study can be a fictitious account of a business situation provided by the instructor to check the critical thinking and problem-solving skills of students. We have developed 44 case studies that provide students with detailed problem statements and analyses to understand real-life business scenarios. Students can use these case studies as examples with the corresponding theory to stand out in exams. For example in Figure 1 below, what strategy would a salesman implement to increase his sales? We need to study his business case to find out!
A business case study summarises a real-life business issue faced by a company and explains how it may affect society within a business context.
Business Case Studies Format
In this study set, we have divided case studies into groups as per the business situation. The groups include case studies regarding mergers and takeovers, strategy overviews, SWOT analyses, business leader characteristics, corporate social responsibility, franchise models, Porter's five forces, change management and ethical issues.
Business Case Studies: Mergers and takeover case study
In Layman’s terms, When two equal-sized companies join forces to capture more market share, it is called a merger. While if a big company buys out a smaller company, it is called a takeover. Virgin Media O2 merger happened in June 2021 through a 50:50 joint venture between Liberty Global and Telefónica, the owners of Virgin Media and O2.
Another example of a merger is analysed in the Disney Pixar Merger Case Study. The former CEO of Pixar, Steve Jobs, has said that this merger will allow companies to focus on what they do best. But did you know that Kraft Food Ltd. tried to acquire Cadbury in a hostile takeover? Kraft Cadbury Takeover is a case study that explains how hostile takeovers may occur.
Case studies about strategies of businesses
A strategy is not the same as a plan. Strategy is the first step in business that determines why, considers all known and unknown factors, multiple different paths, and multiple outcomes. Without a strategy, businesses cannot reach their goal and their plans will wander. Businesses create different strategies to reach different goals. We have presented marketing strategies and global and internationalization strategies for some successful companies like Apple, Starbucks, Nike, Ikea, Netflix, and Coca-cola.
You might have observed that Coca-cola has similar branding all over the world. Their marketing strategy is to be a common household name that can be recognized anywhere globally. Starbucks and Mcdonald’s also use the same branding even if their products differ from country to country.
Business Case Studies: SWOT analysis
SWOT analysis is a tool all businesses use before making decisions. The tool helps put Strengths, Weaknesses, Opportunity, and Threats concisely so that one can easily analyze them before making any decision. Studying cases of companies like Apple, Tesco, and Cadbury gives us more insight into the company than we see. Hershey has acquired the rights to produce Cadbury products in the U.S. in 1988. Cadbury was facing issues expanding its market reach. This is a weakness Cadbury has.
What do you think will be the threats to tech giant Apple? Read the Swot Analysis of Apple case to find out.
Business Case Studies: Business leaders
Who is your role model in business? Whose leadership style do you admire? Is it Bill Gates, Richard Branson, or Jeff Bezos? Perhaps you wish to know more about Warren Buffet or Reed Hastings of Netflix.
Mary Barra, the first female CEO of General Motors, practices an inclusive and transformational leadership style. Have you heard about the innovative leadership style employed by Susan Wojcicki, who is the CEO of Youtube? Or you can read all to know how these business leaders differ in their leadership styles.
Business Case Studies: Corporate social responsibility (CSR)
Corporations often undertake practices and policies for the betterment of society along with profit maximization. Common examples of CSR include green initiatives, donating to charities, or organizing fundraisers. In our case studies regarding CSR, you can read about Ben and Jerry’s CSR strategies. Ben and Jerry’s has, over the years, supported protestors against income inequality, protested drilling in Arctic regions and has launched several climate action campaigns.
Are you aware of Walt Disney CSR Programs? Disney's CSR programs include CSR programs for children, investment in youth programs, social influence and workforce programs and supply chain investment programs. Disney not only has children as their main audience but also takes responsibility for helping children in need, showing exemplary CSR practices.
Business Case Studies: Franchise model
The first company that might come to mind when asked about an example of a franchise model could be McDonald’s. McDonald’s model has ensured the ability of the franchise to run sustainably for 10 years.
Another brand that grew using the franchise model is the well-known clothing brand, Zara. Zara took 13 years to make its presence via franchising as they moved forward cautiously. Zara gives the opportunity to franchisees to repurchase their stocks.
Oyo, a unicorn hospitality start-up from India, is growing internationally via a franchise model. Oyo implemented an aggregator model in which it leases some rooms from partner hotels, refurbishes them to match quality standards, and rents them out on their platform. From 2018, Oyo switched to a franchise model in which partner hotels make a contract with Oyo to provide quality service for brand name and posting hotel rooms on Oyo platforms.
Business Case Studies: Porter five forces
Porter's Five Forces is a method for analyzing a company's competitive environment. It identifies and analyzes five competitive forces that shape the industry:
Competitive rivalry,
New entrants,
Power of buyers,
Power of suppliers,
Threat of substitutes.
There are many coffee shops that could match Starbucks’ quality of service. Starbucks is always under the threat of new entrants, competition, and substitutes. To survive, Starbucks has to keep innovating new flavours, drinks, and coffee substitutes.
Walmart is another case study that we analyzed for Porter’s five forces. We realized that the strongest force of Porter’s Five Forces for Walmart is the competitive rivalry from other retailers like Costco, Amazon, and eBay.
What is your opinion about these forces on Apple? Is it the customer bargaining power or threat from substitute products that have the most influence? Read Porter’s five forces Apple to learn more!
Business Case Studies: Change management
Change management is the process of managing responses to changes in the internal and external environment of a business. Businesses that do not change in time, perish. When Apple launched touchscreen phones, Nokia stuck with QWERTY keypads. When Google launched Android, Nokia stuck with the development of the Symbian operating system. What happened to Nokia and why were they resistant to change? On the other hand, you can also read about Apple's change management. The decision-making and acceptance to change are what differentiates Apple from Nokia.
Business Case Studies: Organizational structure
Organizational structure decides how flexible the company is towards the process of change. Modern organizations like Google keep innovation at the centre of their strategy. Google has a flat, function-based, and product-based organizational structure.
McDonald’s has separate departments for each country/region. They have a centralized decision-making body and a decentralized structure for each country they operate in. Tesco, one of the big five grocery retailers in the UK, has a decentralised, hierarchical, and product-based structure. These businesses are active in different sectors and their organisational structure depends on it. The other factors that influence organizational structure are company work culture, management , and business model.
Business ethics case studies
Keeping a check on businesses ethically is not just the government’s job but also consumers'. Unfortunately, there seemed to be several ethical issues with Apple such as poor working conditions, health and safety risks, child labour , poor environmental reporting, contributing to e-waste and tax avoidance. Starbucks is not an exception for it either. They have an aggressive marketing strategy, poor employee conditions, and a weak position on fair trade ratings. Companies like Apple, Starbucks can improve their ethical issues but some companies have faced sandals.
Nike's Sweatshop Scandal and the Enron Scandal are two such examples. Nike Sweatshop Scandal began in 1991 when Jeff Ballinger published a report detailing the appalling working conditions of garment workers at Nike's factory in Indonesia. Since then Nike has taken positive steps to reinforce CSR. The Enron Scandal was financial fraud. Enron did not show large debt on its balance sheet . But why did it happen? You can read about it in our case study called Enron Scandal!
Business case study examples
In this section, we have mentioned case studies that do not fall into any of the categories mentioned above but still hold importance in business studies. These case studies are unique and one may find that these companies have created new markets via their business model.
Business Case Studies: Ryanair Strategic Position
Ryanair is a cost-friendly budget airline that operates in 40 countries. How can they sell tickets so cheap? Well, they travel to less busy airports, usually far from the city, outside business hours when there is a high rush at airports, and they charge you for almost every small addition. Ryanair operates only one type of aircraft to speed out ground crew processes. Ryanair tries to keep their planes for small times on airfields to save on rent. Budget flyers across Europe prefer Ryanair for its cheap tickets. More insights at Explanation: Ryanair Strategic Position .
Business Case Studies: Unilever outsourcing
You might have heard that many major companies outsource their IT operations. Unilever Outsourcing is different as they have outsourced their HR operations to Accenture. Outsourcing has helped Unilever save fixed costs and share risks.
Business Case Studies: Nivea Market Segmentation
Nivea is a well-known name in Asian countries. Nivea effectively targets the young adult market in the tropical equatorial region. Nivea’s market segmentation thus concluded to be geographical and demographic. But how did we reach this conclusion? Read more about our Explanation: Nivea Market Segmentation .
Here are the links to each case study.
Table 1 - Summary of StudySmarter Case Studies
Find out more about how businesses function in the 'real world' by reading our case studies mentioned above!
Business Case Studies - Key takeaways
- A case study is a research tool that is implemented as a research methodology.
- A business case study summarises a real-life business issue faced by a company and how it may affect society within a business context.
- StudySmarter has provided 44 case studies that provide students with detailed problem statements and analyses to understand real-life business scenarios.
- In Layman’s terms, When two equal-sized companies join forces to capture more market share, it is called a merger while if a big company buys out a smaller company, it is called a takeover.
- Strategy is the first step in business that determines why, considers all known and unknown factors, multiple paths, and multiple outcomes.
- SWOT analysis is a tool all businesses use before taking any decision.
- Corporations undertake practices and policies for the betterment of society, this is known as CSR.
- Porter's Five Forces is a method for analyzing a company's competitive environment .
- Change management is the process of managing responses to changes in the internal and external environment of a business.
- Companies are always in the moral dilemma of doing things the 'right' way or the profitable way!
Final Business Case Studies Quiz
Business case studies quiz - teste dein wissen.
what year was Nike founded?
Show answer
Show question
What was the nike sweatshop scandal about?
Nike has been criticized for using sweatshops in Asia as a source of labour. The company was accused of engaging in abusive and verbal behaviour toward its workers.
Does nike sweatshop scandal involve human rights violations?
Yes. A report by the Washington Post in 2020 stated that Nike doesn't have evidence of a living wage for its workers. The same year, it was revealed that the company uses forced labor in factories.
What is the main reason Nike is considered unethical?
Nike has been criticized for using sweatshops in Asia as a source of labor. The company was accused of abusing its employees. In addition, some of the factories reportedly imposed conditions that severely affected their workers' restroom and water usage.
Was Nike involved in child labour?
In what year did Nike created the Fair Labour Association, which was created to oversee the company's 600 factories?
In what year did the company started improving the conditions of its factories?
Where was the first Nike store to be open?
First Niketown store to launch open in Portland, Oregon.
When was Nike first founded?
Life magazine in America did a report on child labour in 1996, which included a shocking photo of a 12-year-old boy sewing a Nike football. What country was he from?
Where and when was Tesco founded?
Tesco was founded in London, the United Kingdom in 1919.
Who is the founder of Tesco?
Tesco’s founder is Jack Cohen.
What type of market does Tesco belong in?
Tesco belongs to the grocery and merchandise retailer market.
Is it true that Tesco only sells its own brand products?
No, as well as selling its own brand products Tesco also supplies and sells other popular grocery item brands.
Why do businesses use SWOT analysis?
Business uses SWOT analysis to analyse their strategic positioning in terms of strengths and weaknesses. Additionally, it assists companies in decision making with consideration of external factors and the environment, in terms of opportunities and threats.
What are the key elements that are included in SWOT analysis?
There are four key elements that are included in the SWOT analysis. They are strengths, weaknesses, opportunities and threats.
Regarding SWOT analysis, what elements are used for internal analysis and which ones are used for external analysis?
For internal analysis: Strengths and weaknesses
For external analysis: Opportunities and threats
What is meant by threats?
Threats are external factors that can potentially be harmful to the organisation.
What are the key Tesco’s strengths?
The key Tesco’s strengths are:
- Having the largest market share in the UK
- The ability to increase its growth even during events such as the Coronavirus pandemic,
- High adaptability to the constantly changing environment,
- Innovation especially in regards to new technology,
- Holding the largest employer’s title in Europe.
What are the key Tesco’s weaknesses?
The key Tesco’s weaknesses are:
- Failure to adapt to markets outside of Europe,
- Being involved in scandals regarding food safety and quality.
What are the key Tesco’s opportunities?
The key Tesco’s opportunities include:
- Investing in optimising consumers’ experience of online shopping,
- Increasing youth employment rates,
- Investing in expanding the range of plant-based products.
What are the main Tesco’s threats?
The main Tesco’s threats include:
- Post-Brexit rules
- Competition
- Government’s regulations
- Price inflation of necessities
Why SWOT analysis is an important part of Tesco’s strategic analysis and decision-making process?
SWOT analysis is an important part of Tesco’s strategic analysis as it assists in identifying the business’s strategic positioning and making decisions with consideration of external factors and the environment.
What is meant by market analysis?
Market analyses are used by businesses to get a sophisticated understanding of the market that they are operating in and identify the competition in the market.
Why is it important for Tesco to conduct market analysis?
It is important for Tesco to conduct market analysis as it will allow Tesco to fully understand its market and see the company’s positioning among the competitors.
What are the key elements that market analysis is made of?
The market analysis is made upon the following elements:
- Market size
- PESTLE analysis
- Competitors
- Consumer loyalty in the market
- Market segmentation
- Consumer decision making within the market
What is the full name of the IKEA Foundation?
Stichting IKEA Foundation
Who founded the IKEA Foundation?
Ingvar Kamprad
Is the IKEA Foundation independent from the IKEA company?
When was the IKEA Foundation founded?
According to its founder, why was the IKEA Foundation founded?
It was founded to make sure that IKEA continues to be an independent company using some of its profits to help people in need long after he is not there.
According to Ingvar Kamprad, what are the basic needs we all share?
a secure home, good health, a regular income, and a desire to keep our children safe and to see them get a good education and succeed in life
What are the objectives of the IKEA Foundation?
- To help families in poverty across developing countries to fulfil their basic needs such as a secure home, good health, a regular income, and a desire to keep their children safe and to see them get a good education and succeed in life
- To help young people, women and refugees who often struggle to find a job and earn a sustainable income
What are the six programs funded by the IKEA Foundation?
- climate action
- renewable energy
- agricultural livelihoods
- employment and entrepreneurship
- refugee livelihoods
- special initiatives and emergency response
What is the main goal of the IKEA Foundation’s climate action?
to reduce carbon emissions
How does the IKEA Foundation work on supporting agricultural livelihoods?
Partnering with Enviu they support social entrepreneurs in Africa and India in creating local markets by building local supply chains.
What is an initiative launched by the IKEA Foundation to enable underprivileged people to earn income and lift their families out of poverty?
Green Entrepreneurship Initiative
What institution was a research on refugees carried out by?
by the Refugee Studies Centre at the University of Oxford
What did the IKEA Foundation do to help during the COVID-19 pandemic?
It donated €3 million to Médecins Sans Frontières (MSF), an international humanitarian medical non-governmental organisation. The donation is expected to support ongoing life-saving medical activities caused by the spread of COVID-19 in India.
What is IKEA's international strategy?
Its concept is to combine high-quality design and functionality with low prices. Ikea's goal is to keep the prices low enough to allow the customer to buy the product directly.
Is IKEA a transnational company?
Does IKEA use standardization or adaptation?
standardization
What type of global business is IKEA?
IKEA is a global home furnishing brand that was started in 1943 by Ingvar Kamprad. It started as a mail order catalog business.
Who is the founder of IKEA?
In what year was IKEA founded?
What does IKEA mainly sell?
it is mainly focused on selling ready-to-assemble furniture
True or False?
The company started by developing innovative modular designs and sourcing components from eastern Europe.
Ikea strategy allowed it to offer quality furniture at very low prices.
What is Ikea hybrid strategy?
Ikea hybrid strategy is aimed to achieve competitive advantage by producing at the lowest cost. It allows the company to charge lower prices and increase the profitability.
To achieve its goals, IKEA constantly bring costs up and is always looking for the most costly suppliers.
- Organizational Behavior
- Business Operations
- Nature of Business
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Innovation and Scaling for Impact : How Effective Social Enterprises Do It
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The 24-Hour Turnaround
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Additional business case studies books, sage business cases.
Business Cases on the Web
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How to write a case study — examples, templates, and tools
It’s a marketer’s job to communicate the effectiveness of a product or service to potential and current customers to convince them to buy and keep business moving. One of the best methods for doing this is to share success stories that are relatable to prospects and customers based on their pain points, experiences, and overall needs.
That’s where case studies come in. Case studies are an essential part of a content marketing plan. These in-depth stories of customer experiences are some of the most effective at demonstrating the value of a product or service. Yet many marketers don’t use them, whether because of their regimented formats or the process of customer involvement and approval.
A case study is a powerful tool for showcasing your hard work and the success your customer achieved. But writing a great case study can be difficult if you’ve never done it before or if it’s been a while. This guide will show you how to write an effective case study and provide real-world examples and templates that will keep readers engaged and support your business.
In this article, you’ll learn:
What is a case study?
How to write a case study, case study templates, case study examples, case study tools.
A case study is the detailed story of a customer’s experience with a product or service that demonstrates their success and often includes measurable outcomes. Case studies are used in a range of fields and for various reasons, from business to academic research. They’re especially impactful in marketing as brands work to convince and convert consumers with relatable, real-world stories of actual customer experiences.
The best case studies tell the story of a customer’s success, including the steps they took, the results they achieved, and the support they received from a brand along the way. To write a great case study, you need to:
- Celebrate the customer and make them — not a product or service — the star of the story.
- Craft the story with specific audiences or target segments in mind so that the story of one customer will be viewed as relatable and actionable for another customer.
- Write copy that is easy to read and engaging so that readers will gain the insights and messages intended.
- Follow a standardized format that includes all of the essentials a potential customer would find interesting and useful.
- Support all of the claims for success made in the story with data in the forms of hard numbers and customer statements.
Case studies are a type of review but more in depth, aiming to show — rather than just tell — the positive experiences that customers have with a brand. Notably, 89% of consumers read reviews before deciding to buy, and 79% view case study content as part of their purchasing process. When it comes to B2B sales, 52% of buyers rank case studies as an important part of their evaluation process.
Telling a brand story through the experience of a tried-and-true customer matters. The story is relatable to potential new customers as they imagine themselves in the shoes of the company or individual featured in the case study. Showcasing previous customers can help new ones see themselves engaging with your brand in the ways that are most meaningful to them.
Besides sharing the perspective of another customer, case studies stand out from other content marketing forms because they are based on evidence. Whether pulling from client testimonials or data-driven results, case studies tend to have more impact on new business because the story contains information that is both objective (data) and subjective (customer experience) — and the brand doesn’t sound too self-promotional.
Case studies are unique in that there’s a fairly standardized format for telling a customer’s story. But that doesn’t mean there isn’t room for creativity. It’s all about making sure that teams are clear on the goals for the case study — along with strategies for supporting content and channels — and understanding how the story fits within the framework of the company’s overall marketing goals.
Here are the basic steps to writing a good case study.
1. Identify your goal
Start by defining exactly who your case study will be designed to help. Case studies are about specific instances where a company works with a customer to achieve a goal. Identify which customers are likely to have these goals, as well as other needs the story should cover to appeal to them.
The answer is often found in one of the buyer personas that have been constructed as part of your larger marketing strategy. This can include anything from new leads generated by the marketing team to long-term customers that are being pressed for cross-sell opportunities. In all of these cases, demonstrating value through a relatable customer success story can be part of the solution to conversion.
2. Choose your client or subject
Who you highlight matters. Case studies tie brands together that might otherwise not cross paths. A writer will want to ensure that the highlighted customer aligns with their own company’s brand identity and offerings. Look for a customer with positive name recognition who has had great success with a product or service and is willing to be an advocate.
The client should also match up with the identified target audience. Whichever company or individual is selected should be a reflection of other potential customers who can see themselves in similar circumstances, having the same problems and possible solutions.
Some of the most compelling case studies feature customers who:
- Switch from one product or service to another while naming competitors that missed the mark.
- Experience measurable results that are relatable to others in a specific industry.
- Represent well-known brands and recognizable names that are likely to compel action.
- Advocate for a product or service as a champion and are well-versed in its advantages.
Whoever or whatever customer is selected, marketers must ensure they have the permission of the company involved before getting started. Some brands have strict review and approval procedures for any official marketing or promotional materials that include their name. Acquiring those approvals in advance will prevent any miscommunication or wasted effort if there is an issue with their legal or compliance teams.
3. Conduct research and compile data
Substantiating the claims made in a case study — either by the marketing team or customers themselves — adds validity to the story. To do this, include data and feedback from the client that defines what success looks like. This can be anything from demonstrating return on investment (ROI) to a specific metric the customer was striving to improve. Case studies should prove how an outcome was achieved and show tangible results that indicate to the customer that your solution is the right one.
This step could also include customer interviews. Make sure that the people being interviewed are key stakeholders in the purchase decision or deployment and use of the product or service that is being highlighted. Content writers should work off a set list of questions prepared in advance. It can be helpful to share these with the interviewees beforehand so they have time to consider and craft their responses. One of the best interview tactics to keep in mind is to ask questions where yes and no are not natural answers. This way, your subject will provide more open-ended responses that produce more meaningful content.
Whether pulling from client testimonials or data-driven results, case studies tend to have more impact on new business because the story contains information that is both objective (data) and subjective (customer experience) — and the brand doesn’t sound too self-promotional.
4. Choose the right format
There are a number of different ways to format a case study. Depending on what you hope to achieve, one style will be better than another. However, there are some common elements to include, such as:
- An engaging headline
- A subject and customer introduction
- The unique challenge or challenges the customer faced
- The solution the customer used to solve the problem
- The results achieved
- Data and statistics to back up claims of success
- A strong call to action (CTA) to engage with the vendor
It’s also important to note that while case studies are traditionally written as stories, they don’t have to be in a written format. Some companies choose to get more creative with their case studies and produce multimedia content, depending on their audience and objectives. Case study formats can include traditional print stories, interactive web or social content, data-heavy infographics, professionally shot videos, podcasts, and more.
5. Write your case study
We’ll go into more detail later about how exactly to write a case study, including templates and examples. Generally speaking, though, there are a few things to keep in mind when writing your case study.
- Be clear and concise. Readers want to get to the point of the story quickly and easily, and they’ll be looking to see themselves reflected in the story right from the start.
- Provide a big picture. Always make sure to explain who the client is, their goals, and how they achieved success in a short introduction to engage the reader.
- Construct a clear narrative. Stick to the story from the perspective of the customer and what they needed to solve instead of just listing product features or benefits.
- Leverage graphics. Incorporating infographics, charts, and sidebars can be a more engaging and eye-catching way to share key statistics and data in readable ways.
- Offer the right amount of detail. Most case studies are one or two pages with clear sections that a reader can skim to find the information most important to them.
- Include data to support claims. Show real results — both facts and figures and customer quotes — to demonstrate credibility and prove the solution works.
6. Promote your story
Marketers have a number of options for distribution of a freshly minted case study. Many brands choose to publish case studies on their website and post them on social media. This can help support SEO and organic content strategies while also boosting company credibility and trust as visitors see that other businesses have used the product or service.
Marketers are always looking for quality content they can use for lead generation. Consider offering a case study as gated content behind a form on a landing page or as an offer in an email message. One great way to do this is to summarize the content and tease the full story available for download after the user takes an action.
Sales teams can also leverage case studies, so be sure they are aware that the assets exist once they’re published. Especially when it comes to larger B2B sales, companies often ask for examples of similar customer challenges that have been solved.
Case studies are a vital tool for any marketing team as they enable you to demonstrate the value of your company’s products and services to others.
Now that you’ve learned a bit about case studies and what they should include, you may be wondering how to start creating great customer story content. Here are a couple of templates you can use to structure your case study.
Template 1 — Challenge-solution-result format
- Start with an engaging title. This should be fewer than 70 characters long for SEO best practices. One of the best ways to approach the title is to include the customer’s name and a hint at the challenge they overcame in the end.
- Create an introduction. Lead with an explanation as to who the customer is, the need they had, and the opportunity they found with a specific product or solution. Writers can also suggest the success the customer experienced with the solution they chose.
- Present the challenge. This should be several paragraphs long and explain the problem the customer faced and the issues they were trying to solve. Details should tie into the company’s products and services naturally. This section needs to be the most relatable to the reader so they can picture themselves in a similar situation.
- Share the solution. Explain which product or service offered was the ideal fit for the customer and why. Feel free to delve into their experience setting up, purchasing, and onboarding the solution.
- Explain the results. Demonstrate the impact of the solution they chose by backing up their positive experience with data. Fill in with customer quotes and tangible, measurable results that show the effect of their choice.
- Ask for action. Include a CTA at the end of the case study that invites readers to reach out for more information, try a demo, or learn more — to nurture them further in the marketing pipeline. What you ask of the reader should tie directly into the goals that were established for the case study in the first place.
Template 2 — Data-driven format
- Start with an engaging title. Be sure to include a statistic or data point in the first 70 characters. Again, it’s best to include the customer’s name as part of the title.
- Create an overview. Share the customer’s background and a short version of the challenge they faced. Present the reason a particular product or service was chosen, and feel free to include quotes from the customer about their selection process.
- Present data point 1. Isolate the first metric that the customer used to define success and explain how the product or solution helped to achieve this goal. Provide data points and quotes to substantiate the claim that success was achieved.
- Present data point 2. Isolate the second metric that the customer used to define success and explain what the product or solution did to achieve this goal. Provide data points and quotes to substantiate the claim that success was achieved.
- Present data point 3. Isolate the final metric that the customer used to define success and explain what the product or solution did to achieve this goal. Provide data points and quotes to substantiate the claim that success was achieved.
- Summarize the results. Reiterate the fact that the customer was able to achieve success thanks to a specific product or service. Include quotes and statements that reflect customer satisfaction and suggest they plan to continue using the solution.
- Ask for action. Include a CTA at the end of the case study that asks readers to reach out for more information, try a demo, or learn more — to further nurture them in the marketing pipeline. Again, remember that this is where marketers can look to convert their content into action with the customer.
While templates are helpful, seeing a case study in action can also be a great way to learn. Here are some examples of how Adobe customers have experienced success.
Juniper Networks
One example is the Adobe and Juniper Networks case study , which puts the reader in the customer’s shoes. The beginning of the story quickly orients the reader so that they know exactly who the article is about and what they were trying to achieve. Solutions are outlined in a way that shows Adobe Experience Manager is the best choice and a natural fit for the customer. Along the way, quotes from the client are incorporated to help add validity to the statements. The results in the case study are conveyed with clear evidence of scale and volume using tangible data.
The story of Lenovo’s journey with Adobe is one that spans years of planning, implementation, and rollout. The Lenovo case study does a great job of consolidating all of this into a relatable journey that other enterprise organizations can see themselves taking, despite the project size. This case study also features descriptive headers and compelling visual elements that engage the reader and strengthen the content.
Tata Consulting
When it comes to using data to show customer results, this case study does an excellent job of conveying details and numbers in an easy-to-digest manner. Bullet points at the start break up the content while also helping the reader understand exactly what the case study will be about. Tata Consulting used Adobe to deliver elevated, engaging content experiences for a large telecommunications client of its own — an objective that’s relatable for a lot of companies.
Case studies are a vital tool for any marketing team as they enable you to demonstrate the value of your company’s products and services to others. They help marketers do their job and add credibility to a brand trying to promote its solutions by using the experiences and stories of real customers.
When you’re ready to get started with a case study:
- Think about a few goals you’d like to accomplish with your content.
- Make a list of successful clients that would be strong candidates for a case study.
- Reach out to the client to get their approval and conduct an interview.
- Gather the data to present an engaging and effective customer story.
Adobe can help
There are several Adobe products that can help you craft compelling case studies. Adobe Experience Platform helps you collect data and deliver great customer experiences across every channel. Once you’ve created your case studies, Experience Platform will help you deliver the right information to the right customer at the right time for maximum impact.
To learn more, watch the Adobe Experience Platform story .
Keep in mind that the best case studies are backed by data. That’s where Adobe Real-Time Customer Data Platform and Adobe Analytics come into play. With Real-Time CDP, you can gather the data you need to build a great case study and target specific customers to deliver the content to the right audience at the perfect moment.
Watch the Real-Time CDP overview video to learn more.
Finally, Adobe Analytics turns real-time data into real-time insights. It helps your business collect and synthesize data from multiple platforms to make more informed decisions and create the best case study possible.
Request a demo to learn more about Adobe Analytics.
https://business.adobe.com/blog/perspectives/b2b-ecommerce-10-case-studies-inspire-you
https://business.adobe.com/blog/basics/business-case
https://business.adobe.com/blog/basics/what-is-real-time-analytics
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A Case Study: Real-Life Business Planning A planning meeting should set the foundation for real strategy, not set forth the strategy itself. Find out how one company made the most of its two-day session.
By Tim Berry • Feb 3, 2009
Opinions expressed by Entrepreneur contributors are their own.
I'm writing this the day after a two-day planning meeting for Palo Alto Software. It was the start of the company's annual planning cycle, plus a refresher for changed assumptions in a changed economy. Reflecting on the meeting now provides me with a great opportunity to explore a real-world, real-business example of how a planning cycle works.
I'm not trying to suggest that there's one right way to do this, or that this way is the right way. But with so much material out there on business planning written by consultants who don't actually run companies with more than a few employees, this seems like an opportunity to share what really happened, at least with this company, last month.
For the record, although I'm founder of Palo Alto Software, I no longer run it. Sabrina Parsons has been CEO for two years now. I'm still a full-time employee, but my new jobs as president are blogging, writing, speaking and teaching. I wasn't in charge of this meeting--I didn't set it up and I didn't run it. The company started in 1988 but really started growing in the mid-1990s; it now has 40-plus employees and multi-million dollar sales. And of course I'm not going to include details about the discussions or anything else that might be inappropriate because of confidentiality. Here's what happened:
The Setup The meeting was scheduled about a month in advance. It was held in a meeting room a few blocks away from the Palo Alto Software offices, in Eugene, Ore. They served coffee in the morning and lunch. The cost was $100 per day plus food for a nice meeting room on the top floor with a big conference table--very comfortable for the 10 key managers in attendance. One of them was charged with setting up the agenda and facilitating the discussion. We met from 9:30 a.m. to 4:30 p.m., each day for two days.
The Ground Rules This became very important, and was a big surprise. Ground rules: no cell phones, no laptops, no tablet computers, no BlackBerrys, no iPhones, no "devices." Gulp. I had no idea how much difference that makes these days. I've become an addict. At least seven of our 10 attendees suffered similar addictions. It was so hard to go from break to break without checking e-mail, Twitter, blog comments or Yahoo! Messenger. I suffered severe withdrawal symptoms.
More important, we were all focused on the meeting. I'd forgotten how for so many years meetings have been given off-and-on attention, at least for me, as I use my computer, making the arrogant assumption that I can actually focus on two things at once. I can't. My colleagues can't. Locking out all our devices made an enormous difference in improving this meeting.
Discussions Following a planned agenda, we did a lot of SWOT (Strengths, Weaknesses, Opportunities and Threats) analyses: not just for the company, but also for each of our main product lines ( Business Plan Pro , Marketing Plan Pro , Email Center Pro ). From there we went into good, lengthy discussions about changed assumptions--the economic downturn, results of new releases, results of some recent projects and programs and long-term development maps. Eventually, we went over some specific action points and next steps.
Results I think it's important to point out that the output of the two days isn't strategy. Strategy isn't really done in two days, and it isn't done by vote of consensus by the top management team, either. What you get is a really strong first step toward strategy; a refresher and review of past strategy, reminders of results and a team working together to formulate strategy.
In the end, strategy has to be developed by the leadership of the company. Good leaders listen, but they also lead. They watch for the problems of "group think," and they also watch that functional experts--product developers or web producers for example--have leadership roles related to strategy for their areas. Ideally, this two-day meeting sets the foundations of strategy; and when that strategy is fully developed and articulated, everybody on the team recognizes where it came from. This was a really good first step. Make sure your business is taking good first steps, too.
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With a small and growing manufacturing business, two owners, ages 46 and 48, realized they weren’t contributing as much as they wanted toward their retirement efforts. The partners wanted to find a way to contribute significantly more than their Profit Sharing Plan (“PS”).
PlanPerfect immediately noticed two issues facing this company which held the partners back from maximizing their retirement contributions.
1. The current Profit Sharing Plan (“PS”) formula was giving an equal percentage to all eligible employees.
2. The owners were considering adding on a Defined Benefit Pension Plan (“DB”) but weren’t sure if this would work given the owners’ ages.
Retirement Plan Changes
We adjusted the Profit Sharing Plan to a new-comparability formula. By doing this, PlanPerfect actuarially maximized the owners’ contributions and brought the employee cost down.
Second, PlanPerfect recognized that a Defined Benefit Pension Plan could be implemented despite the owners’ doubts about their age. It turns out they were considerably older than their employees.
Retirement Plan Redesign Increased Contributions
This hybrid retirement plan design—a combination of a Defined Benefit Pension and Profit Sharing Plan—substantially increased the amount allocated to the owners when compared to their original stand-alone Profit Sharing Plan. PlanPerfect increased the owners’ tax-deductible contribution to their small manufacturing company and increased their allocation from 24% to over 90% so the owners could better save for their futures.
Results, Return on Investment and Future Plans
By reconfiguring the PS and adding the DB, PlanPerfect was able maximize the owners’ tax deduction, increase their allocation, “superfund” their retirement coffers and manage the employee cost.
PlanPerfect, Inc. is a Third Party Administrator (TPA) that works with all types of industries, providing expert retirement plan design, compliance, administration and record-keeping services. Our partners (CPAs, business managers, owners and financial advisers,) work with us, we believe, because we solve problems, answer questions, and offer creative solutions that provide higher tax-savings potential through the use of Defined Benefit Pension, Profit Sharing, and Safe Harbor 401k Plans.
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A dding a Cash Balance plan to a 401(k) Profit-sharing plan currently in place can allow owners to invest significantly higher contribution limits .
This illustration is common for what we see for a small business. In this scenario the business has two owners (a husband-and-wife couple) along with four additional employees.
The owner wanted to make the maximum allowable Cash Balance contribution for her age (61) which results in a total contribution, including the 401(k) profit sharing plan, of $344,500. The Cash balance contribution largely depend s on profitability and only a 7.5% of pay contribution for all other employees is required.
This allows this married couple to save nearly $200,000 in taxes.
Do you have clients or prospects looking to accelerate retirement savings and reduce their tax burden? To receive a Cash Balance Overview with one of our dedicated FuturePlan Cash Balance experts, f ill out this quick form here .
Retirement Plan Illustration – 2022
Results shown may require plan amendments to the 401(k)/profit sharing plan before the plan year end. *Assuming a 45% tax rate; taxes are deferred only.
Plan designs are for illustration purposes ONLY. Contribution amounts are subject to change based on final year-end census data. If company is a Corporation, an S-Corporation or an LLC taxed as a corporation, owner(s) compensation listed above must be reported on Form W-2.
All information, materials, calculations, methods, formulas and other content contained herein (collectively, “Content”) are exclusively owned and are the copyrighted property of Ascensus, LLC. No Content may be used, reproduced, transmitted, distributed or otherwise exploited in any way without the express written permission of an authorized representative of Ascensus, LLC.
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Minnesota plans rewrite of rules for copper-nickel mining near popular wilderness
ST. PAUL, Minn. (AP) — Minnesota regulators have concluded that state rules governing where copper-nickel mines can be built are insufficient to protect the pristine Boundary Waters Canoe Area Wilderness from noise and light pollution, creating another potential obstacle to the proposed Twin Metals mine in northeastern Minnesota.
But the Department of Natural Resources declined as part of that decision Wednesday to declare a watershed that flows into the Boundary Waters off-limits to copper-nickel mining altogether, which had been a goal of the environmental group that challenged the regulations, Minnesota Public Radio reported.
“We concluded that Minnesota’s nonferrous mine siting rule is largely protective of the Boundary Waters … but should be reopened to better address the potential for mining-related noise and light impacts,” DNR commissioner Sarah Strommen said in a statement.
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Twin Metals, a proposed underground mine near Ely, outside the wilderness, was already in trouble. It suffered a major blow last year when President Joe Biden’s administration canceled two federal mineral rights leases that were critical to the project, a decision the company is challenging in court. Then the administration moved in January to ban new mining projects upstream from the Boundary Waters in the Ely area for 20 years.
Mining is already banned within the Boundary Waters, a million-acre wilderness of lakes and rivers that attracts visitors from around the world to its 1,200 miles of canoe routes. It’s also prohibited in a narrow buffer zone surrounding the wilderness.
To address the potential noise and light impacts of mining, the DNR will write new rules to expand the existing buffer to provide a greater setback from the Boundary Waters. DNR Deputy Commissioner Barb Naramore said the rulemaking would take around 18 to 24 months. The process would help determine how large the buffer zone needs to be and whether it would include the Twin Metals site.
Wednesday’s decision stems from a lawsuit filed in 2020 by Northeastern Minnesotans for Wilderness, which argued that the DNR’s 30-year old rule governing where nonferrous (non-iron) mines can be located was insufficient to protect the Boundary Waters because it would allow mines to discharge pollution upstream from the wilderness.
But the DNR said in its decision, filed in Ramsey County District Court, that Minnesota already applies the most protective water quality standards available, and that no mine would be issued a permit if it would have a measurable impact on the waters of the wilderness area.
Ingrid Lyons, executive director of the Campaign to Save the Boundary Waters, said her group is encouraged that the DNR recognized that its existing rules are inadequate but feels the DNR is out of step with scientific research on the risks to water quality.
Twin Metals, owned by the Chilean mining giant Antofagasta, said it’s reviewing the order but added that the state’s rules “establish some of the most rigorous standards in the world.”
Both sides have 30 days to challenge the DNR’s decision.
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Turned Away and Left at Sea
How a video sent to the times exposed what happened to migrants in greece..
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A few weeks ago, footage showing asylum seekers, including young children, being rounded up, taken to sea and abandoned on a raft by the Greek Coast Guard was sent to The New York Times.
Matina Stevis-Gridneff, The Times’s bureau chief in Brussels, discusses how she proved the truth of the tip that a major European government was carrying out an illegal scheme risking the lives of civilians.
On today’s episode
Matina Stevis-Gridneff , the Brussels bureau chief for The New York Times.
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Greece has said that it doesn’t ditch migrants at sea. But it was caught in the act .
The Times’s investigation into the video points to a slew of Greek, European Union and international law violations .
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Nov 24, 2020 When it comes to high impact marketing content, case studies are at the top of the list for helping show off your brand's stuff. In this post, I've put together a few high-level case study design tips as well as 14 professionally designed case study templates that you can use to start designing beautiful case studies today.
CREATE THIS TEMPLATE As well as being valuable marketing tools, case studies are a good way to evaluate your product as it allows you to objectively examine how others are using it. It's also a good way to interview your customers about why they work with you. Related: What is a Case Study? [+6 Types of Case Studies] What is a marketing case study?
Introduce your characters (the client), the conflict (the business problem), the resolution (the benefits of your product). By using this technique, you can write a case study like this example. CREATE THIS REPORT TEMPLATE. Conclude with an analysis of your success and a testimonial recommending your product and brand.
1. Increased Expenses Every business revolves around money. There are different areas where businesses have to spend their money. But the issue is handling the financial hurdles. With an unplanned budget and financial advice, businesses will be spending more than they need to.
Case Study Business Plan Rural Health Network Development August, 2015 This is a publication of Rural Health Innovations, LLC (RHI), a subsidiary of the National Rural Health Resource Center. The Technical Assistance for Network Grantees Project is supported by Contract Number HHSH250201400024C from the U.S. Department of Health
Prepare. Plan. Stay Informed. Small Business Case Study SMALL BUSINESS CASE STUDY Equity Technologies Corporation knows what it means to be prepared. Located in Mobile, Alabama, the company has long had plans and procedures in place to counter the threat posed by hurricanes and other severe weather.
Download Now: 3 Free Case Study Templates What is a case study? A case study is a detailed story of something your company did. It includes a beginning — often discussing a conflict, an explanation of what happened next, and a resolution that explains how the company solved or improved on something.
Series A Industry: Restaurant A chain of fast food restaurants in the Mid-Atlantic region wanted to issue convertible notes to finance the franchising of their business model. Pro Business Plans prepared an investor kit and financial model for the franchise. Type: Series B Industry: Manufacturing
Business Case Studies Format. In this study set, we have divided case studies into groups as per the business situation. The groups include case studies regarding mergers and takeovers, strategy overviews, SWOT analyses, business leader characteristics, corporate social responsibility, franchise models, Porter's five forces, change management ...
Schroeder & Schroeder Case Studies; Social Science Research Network (SSRN) - Contains a number of specialized business-related networks including Accounting, Entrepreneurship, Management, Economics, and Information Systems. Ideas Worth Teaching - An initiative of the Aspen Institute's Center for Business Education.
A case study is the detailed story of a customer's experience with a product or service that demonstrates their success and often includes measurable outcomes. Case studies are used in a range of fields and for various reasons, from business to academic research.
Rather than discussing case study in general, a targeted step-by-step plan with real-time research examples to conduct a case study is given. Introduction In recent years, a great increase in the number of students working on their final dissertation across business and management disciplines has been noticed ( Lee & Saunders, 2017 ).
Developing outstanding Case Studies is an even more demanding exercise. Developing a first-rate Small Business Case Study is, well, something supernatural. Yet, with the WePapers.com free directory of professionally written Small Business Case Study examples, the job is entirely doable. Skim our repository, spot a piece that satisfies your ...
Business Plans A Case Study: Real-Life Business Planning A planning meeting should set the foundation for real strategy, not set forth the strategy itself. Find out how one company made the most ...
That's why we took some real-world and sample business plan examples of product-based ecommerce businesses to show how you can write your business plan. 7 business plan examples: section by section. The traditional business plan examples we'll look at below follow this example template: Executive summary. An introductory overview of your ...
To help you get started, we've showcased five of the top PPT of case study designs on Elements: 1. Case Study PowerPoint Presentation This is one creative case study PowerPoint. It's got a beautiful overlay of elements on all the slides and even has infographic slides.
Requirements There are no Requirements except the will to succeed and the passion to be the very best you can be in Life Description This course is about understanding business planning and writing a quality business plan . You will be provided with all the relevant templates and case studies.
Learn How PlanPerfect Maximized This Small Business's Retirement Plan Design Through Our Case Study! Headquarters: 949-223-8397; 401k Support: 877-960-6003 x303; Headquarters: 949-223-8397 ... Case Study: Small Business. THE CHALLENGE. With a small and growing manufacturing business, two owners, ages 46 and 48, realized they weren't ...
Check out this representational set of case studies to see how Stephen and his team have impacted small and large companies alike, and hear what people are saying: Case Study #2: Specialty Pharmacy. Case Study #3: Customer Operations Business Optimization. Case Study #4: Forecast and Sales & Operations Planning (S&OP)
Small Business. A dding a Cash Balance plan to a 401(k) Profit-sharing plan currently in place can allow owners to invest significantly higher contribution limits.. This illustration is common for what we see for a small business. In this scenario the business has two owners (a husband-and-wife couple) along with four additional employees.. The owner wanted to make the maximum allowable Cash ...
Case Study: Frankensons. Recently, Joseph Labour of the Today Show reported on an encounter between a local Las Vegas pizzeria, Frankensons, and an up-and-coming TikToker named Keith Lee. Without ...
As ancient cities are spaces that represent the development of civilization, it is worth exploring and studying their characteristics and conceptions of land use. In this regard, the focus has turned to the issue of how to achieve the efficient mining of massive urban remote sensing data through human-computer collaboration. In this paper, a new intelligent method of analyzing urban land use ...
Twin Metals, a proposed underground mine near Ely, outside the wilderness, was already in trouble. It suffered a major blow last year when President Joe Biden's administration canceled two federal mineral rights leases that were critical to the project, a decision the company is challenging in court. Then the administration moved in January to ban new mining projects upstream from the ...
A few weeks ago, footage showing asylum seekers, including young children, being rounded up, taken to sea and abandoned on a raft by the Greek Coast Guard was sent to The New York Times.